11 January, 2007

The MOSS Records Center

Just a quick one to draw some attention to the Records Center site template that comes with MOSS as I think it's quite cool. It's powerful functionality that's very easy to configure.

There is a brief demo here demonstrating the functionality and how you set it all up in a few simple steps. Following these steps, it will take you less than 15 minutes to build a working demo.

A few things to keep in mind:
  • When connecting the Records Center in Central Admin, make sure to enter the address of the Records Center web service and not just the Records Center url.
    (e.g. http://[RecordsCenterUrl]/_vti_bin/officialfile.asmx)
  • When setting up the record routing take care the Title matches the content type name exactly and that the Location matches the name of the destination document library in the Records Center.
  • The routing of documents into different libraries in the Records Center is all based on content types. Hence, keep the Records Center in mind when you design your content types across your document libraries. The more you leverage content types, the better you can structure and automate your Records Center.

1 comment:

Anonymous said...

Excellent info, I couldn't see an obvious way to match content types from a different site and thought I'd have to re-create them all in the records center.