Updated: 2009-02-26

Microsoft Office SharePoint Server 2007 includes records management features you can use to help your organization meet its regulatory and legal requirements and manage its corporate knowledge.

The articles in this chapter include:

• What is records management? reviews the elements of a records management system and provides an overview of records management planning.

• Identify records management roles (Office SharePoint Server) helps you identify members of your organization with the range of records management–related roles and skills to support planning and implementing a records management solution based on Office SharePoint Server 2007.

• Develop the file plan (Office SharePoint Server) provides guidance on determining the types of records in your organization and on creating a file plan to specify retention periods, disposition plans, and other information for each record type.

• Design the Records Center site (Office SharePoint Server) describes how to plan the document libraries, metadata, policies, and other features of a Records Center site, the Office SharePoint Server 2007 site you use to implement your file plan and manage records.

• Plan how records are collected (Office SharePoint Server) helps you plan how electronic and hard-copy records in your organization should move to the Records Center site.

• Plan physical records retention describes planning tasks related to retaining physical records by using Office SharePoint Server 2007.

• Plan e-mail message records retention describes planning tasks related to retaining e-mail messages by using Office SharePoint Server 2007.

• Downloadable book: Records Management Guide for Microsoft Office SharePoint Server 2007 covers general records management planning considerations and guidelines for configuring Office SharePoint Server 2007.

• Demo: Add a library to a Records Center site shows the process for adding a library to an existing Record Center, applying policies to the library, and configuring the Records Center site so that submitted documents are routed to the right library.

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