SharePoint 2010 For Dummies, 2nd Edition

Chapter 27

Archiving Documents and Records

In This Chapter

Creating information management policies

Setting up a records center and content organizer rules

Enabling in-place record declaration

Discovering and placing records on hold

In SharePoint 2010, the Records Center is enhanced to be a more useful and powerful tool for declaring holds and managing records than when it was first introduced in Microsoft Office SharePoint Server 2007. First of all, it’s metadata-driven, which means that all policies for automatic declaration, retention, and disposition can be based on metadata. Secondly, it’s capable of hierarchical archiving, meaning that each level or folder where documents are routed, based on their metadata, can inherit from its parent or have separate policies. Third, you can manage the entire lifecycle of the document in a single policy, from declaration through disposition. Lastly, administrators can allow users to declare records outside of the official Records Center, allowing records to be kept where they are actively being accessed and updated.

Defining the Terms

There ...