Records management planning (SharePoint Server 2010)
Applies to: SharePoint Server 2010
A record is a document or other electronic or physical entity in an organization that serves as evidence of an activity or transaction performed by the organization and that requires retention for some time period. Records management is the process by which an organization:
Determines what kinds of information should be considered records.
Determines how active documents that will become records should be handled while they are being used, and determines how they should be collected after they are declared to be records.
Determines in what manner and for how long each record type should be retained to meet legal, business, or regulatory requirements.
Researches and implements technological solutions and business processes to help ensure that the organization complies with its records management obligations in a cost-effective and non-intrusive way.
Performs records-related tasks such as disposing of expired records, or locating and protecting records related to external events such as lawsuits.
The articles in this section describe records management in Microsoft SharePoint Server 2010 and provide guidelines for planning your records management solution. In this section:
This article describes records management and summarizes planning for records management.
This article describes the contents of a file plan and summarizes how to create a file plan for your organization.
This article reviews techniques that you can use to declare active documents to be records.
This article describes how to plan to use SharePoint Server to manage physical records.
This article describes how SharePoint Server supports eDiscovery.
This article describes the differences between managing records in a records archive and managing records in place.
This article describes how you can manage records in the same SharePoint Server library as active documents, and presents a process for determining how you will manage records in place.
This article contains an overview and comparison of the records management functionality available in Exchange Server 2010 and SharePoint Server 2010 to help you choose a management solution for messages if your organization uses both products.