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June 30, 2007

Microsoft resources to help you plan and implement document and records management

I just came across a Microsoft TechNet website with guidelines and questionnaires to help you plan and implement document and records management using Microsoft Office SharePoint Server 2007.

Plan document management

  • Identify document management participants
  • Analyze document usage
  • Plan document libraries
  • Plan content types
  • Plan workflows for document management
  • Plan versioning, content approval, and check-outs
  • Plan Information Rights Management
  • Plan information management policies
  • Plan Enterprise content storage

Plan records management

  • Identity records management roles
  • Develop the file plan
  • Design the Records Center site
  • Plan how records are collected
  • Plan physical records retention

By Atle Skjekkeland.

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