The document outlines features of an in-place records management system, highlighting functionalities such as organizing, securing, locating, and versioning records while allowing for controlled access and auditing. It discusses the integration of this system within SharePoint, detailing how records can be handled and stored, including limitations and management strategies. Additionally, it promotes engagement opportunities at the upcoming SharePoint conference in Las Vegas.

1. In Place Records Management

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twitter: @nkhamis blog: Rez’s SharePoint Blog Spot - http://www.khamis.net
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4. source: http://www.khamis.net/blog/Lists/Posts/Post.aspx?ID=32

5. More Info:
http://www.khamis.net/blog/Lists/Posts/Post.aspx?ID
=32

8. In Place Records Overview
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10. Records Center In Place
Organizing Records Automatically routes to site or library via new content organizer Loosely and flexibly organized
Securing Records Full control on who can view, edit & delete Permissions can’t change but can restrict editing
and deleting
Locating Records All in one location Spread across your farm
Versioning Records Each version must be explicitly sent Automatically assumes all versions
Finding Records without leaving Not automatic, as requires a query but there is the new option of Automatic
your collaboration site leaving a short-cut to the record
Untidiness with Records vs. non Not a problem, only records here Mix of both here but can create views
Records
Auditing Enabled Depends on parent site
eDiscovery Records only Records and non-Records
Admin Security Records Manager Site Admins
Number of Sites Extra Records Center sites to manage Fewer Sites to manage
Scalability Reduces size of team sites and can expand Records Center site Greater database and site collection size
collections into separate databases
Management Separate site or farm needed No additional site needed
Storage and Backup Can be stored and backed up in separate databases Same database as other documents
Document Sets Allowed Not supported
source: http://technet.microsoft.com/en-us/library/ee424394.aspx

11. Record Record Type Responsible Event Retention Period Officia
Code Department l
Versio
n
FIN01 Accounts Payable FINANCE AND Declared Date + 3
May contain: ACCOUNTING (Delete Versions)
Employee Expense
Reports Declared Date + 5
Invoices (Delete
Purchase Orders Permanently)
Receipts
Requisitions
Vendor and Supplier
Invoices
Vendor Setup
Vouchers for Payments

13. Title Hold and Record Status
Internal Name _vti_ItemHoldRecordStatus
GUID 3AFCC5C7-C6EF-44f8-9479-3561D72F9E8E
FieldId HoldRecordStatus
Hidden True
Type Double
Title Declared Record
Internal Name _vti_ItemDeclaredRecord
GUID f9a44731-84eb-43a4-9973-cd2953ad8646
FieldId DeclaredRecord
Hidden False
Type DateTime
source: http://blog.randomdust.com/index.php/2011/11/create-a-record-search-
center/

15. using (var site = new SPSite(siteUrl))
{
using (var rootWeb = site.OpenWeb())
{
var recordsViewerList = rootWeb.Lists.TryGetList(RECORDS_LIST_TITLE);
Microsoft.Office.RecordsManagement.RecordsRepository.Records.ConfigureListForAutoDeclaration(recordsViewerList, true);
recordsViewerList.Update();
}
}
source: http://msdn.microsoft.com/en-us/library/microsoft.office.recordsmanagement.recordsrepository.records.configurelistforautodeclaration.aspx

16. <Schedules nextStageId="2">
<Schedule type="Default">
<stages>
<data stageId="1" recur="true" offset="1" unit="years">
<formula id="Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Formula.BuiltIn" >
<number>6</number>
<property>Created</property>
<period>days</period>
</formula>
<action type="action" id="Microsoft.Office.RecordsManagement.PolicyFeatures.Expiration.Action.DeletePreviousVersions" />
</data>
</stages>
</Schedule>
</Schedules>
source: http://msdn.microsoft.com/en-us/library/ms550597

18. source: http://sp2010inplacerecords.codeplex.com/

20. Enterprise
Standard

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