1. Microsoft Office System 2007: Records Management
Wes Preston Inetium

2. Inetium (www.inetium.com)
Twin Cites based Microsoft consulting company
Practice Area focused on Information Worker Technologies
Microsoft Gold Certified Partner
Minnesota SharePoint User Group (
2nd Wednesday of every month. 8:30 – 11:00 AM
Free
Records Management

3. Agenda Introduction to the Office System 2007
Records Management in MOSS 2007
Core features
Record Repository Site Template
Send to Menu
Policies
Auditing
Managed folders
Q & A
References
Records Management

4. The 2007 Office System Client Tools  Individuals
Business intelligence
Collaboration
Content management
Streamlined processes
Portals
Search
Word processing
Business modelling
Presentations
Data management
Information management
Clients
Servers
Client Tools  Individuals
Servers  Organization
Records Management

5. Records Management

6. SharePoint Concepts Sites Document Libraries Content Types Workflow
Policies
Records Management

7. Record Repository Centralized store for items that should be retained
Out of the box site template for Records Repository
Store and Add Metadata
Set up Auditing and Retention Policies
Allows ‘Holds’ to be placed
Records Management

8. Repository Management
One Repository Per Site Collection
Repository Link set in Central Admin
Routing table in Repository Site
Manage Policies on Content
‘Hold’ expiring items
Records Management

9. Repository Creation Create Site Template
Associate in Site Collection Administration
Send To is Updated
Records Management 9

10. Repository Routing Put documents in the appropriate location
Can have many Document Libraries
Default route for documents with unmatched criteria
Assign additional Metadata
Records Management 10

11. Send To Menu
Records Management

12. Send To Menu Quick destination actions on items Default Options
a Link
Create Document Workspace
Download a Copy
Other Location
Document Library specific location
Customizable
Used for Record Repository
Records Management

13. Send To Menu – Copying Around
Create Document Workspace
Defaults to Publish back to site
Other Location
Talk about copies
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14. Policies
Records Management

15. Policies Rules applied to items (Lists and Documents) Default Types
Labels
Auditing
Expiration
Form Conversion for Archiving
Barcodes
Customizable
Records Management 15

16. Auditing
Records Management

17. Auditing Management Viewable under the site collection
Excel based view
Can create custom reports
What does the report look like? (See next 2 slides)
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18. Records Management

19. Records Management

20. Managed Mail Folders
Records Management

21. Managed Mail Folders Hooks into Exchange 2007 and Outlook 2007
Folders deployed to Users
Each folder has a policy
Ties back to Record Repository
Records Management 21

22. 12/9/2018 2:28 AM
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 22

23. 12/9/2018 2:28 AM
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 23

24. DoD 5015.2 Chapter 2 Certification
MOSS has been certified with the addition of a patch (yet to be released – Q4 2007)
Records Management

25. Q & A
Records Management

26. Reference Links
SharePoint Product Team blog:
Enterprise Content Management Team blog:
Records Management Team blog (old):
SharePoint ECM forum:
Records Management

27. Reference Links
Minnesota SharePoint User Group:
This presentation will be available here:
Wes’s Blog:
Records Management