Microsoft® SharePoint® 2007 for Office 2007 Users

Chapter 13. Records Management

In this chapter, you will look at records management in Microsoft Office SharePoint Server (MOSS) 2007. You will look at this area assuming that the Records Center has already been created; you will look at configuring information management policies (IMP) within document libraries, lists, and content types; and working with documents on the records management sites. Even if you do not have permissions to carry out some of the functions within this chapter, it will be useful for you to have a solid overview of how this all fits together, because at some point working with SharePoint you are going to come across the records management and information management features. In addition, you will also look at some of the auditing features available within SharePoint, including its general auditing capability.

Generally, you will find that you are required by various laws to retain data generated in the course of business for specific periods of time. For example, in the United States you have Sarbanes-Oxley, and in the UK the Data Protection Act, both of which require businesses to retain records for specific periods. The records management and information management features of SharePoint 2007 are attempts to assist companies meet their legal and business obligations in this respect. Figure 13-1 shows the Records Center in MOSS 2007; this is the location where your documents will be placed once you begin to implement records management. This is a totally ...