Pro SharePoint 2013 Administration - EBook Free Download

Chapter 11 ■ Documents and Records Management7. Navigate back to the management page.8. Click the Step2: Create records libraries link. SharePoint navigates you to a page to createnew libraries.9. Under Libraries, click Record Library.10. In the resulting page, give the new library a name and click the Create button.■ ■Note The Records Center has a default record library and drop off library.11. Navigate back to the management page.12. Click the Step3: Create content organizer rules link.13. SharePoint navigates you to a list of rules. Each contains a list item based on the rulecontent type. Take this opportunity to create a new rule.14. Click the new item link.15. Give the rule a name, and make sure the rule is active.16. Choose the content type; rules apply to documents added to the records list withdesignated content type. In this case, choose the default Document content type.17. Add any conditions, based on the properties of the content type, name, or title.18. Specify the target location for the document. I chose the documents library in myDocument Center site—shown in the drop-down, if you completed the steps in theprevious section.19. Click OK.20. At this stage, you have a Content Organizer rule to route all documents submitted to thedrop off library in the Records Center to the Document Center drop off library. You nowneed a similar Content Organizer rule to route documents in the Document Center.21. Navigate to the Document Center.22. Click the settings gear icon and click the Site Settings menu item.23. Click the Content Organizer Rules link, under Site Administration.24. Repeat the previous steps to create a new rule to route documents, only this time from theDocument Center drop off library to a library in the Documents Center.This procedure is a lot to digest, so allow me to recap.• You provisioned a new Documents Center (earlier in the chapter).• You provisioned a new Records Center site collection.• You created Send To rules for the Documents Center in Central Administration.• You set up the Content Organizer to route documents from the Records Center drop off libraryto the Documents Center drop off library.• You set up the Content Organizer to route documents from the Documents Center drop offlibrary to a document library in the Documents Center.404www.it-ebooks.info