How to Configure Record Center in SharePoint 2010

1. Go to the SharePoint 2010 Central Administration home page, and click the Configure send to connections hyperlink under the General Application Settings section.
2. In the Connection Settings page, fill in the values for a new connection:
   
   a. Display name: Send to Record Center
   b. Send to URL:
   Web application url/records/_vti_bin/officialfile.asmx
   c. Send To action: Move and leave a link
   d. Explanation: Moved by Send To connection
   
   
   
   Figure 5 - Connection Settings
   
3. Click Add Connection.
4. Click OK.

Customize Your Record Center

Task 1: Create a Structure Within the Record Center

1. Open the Record Center you created earlier
2. Click Records Library in the left navigation.
3. Open the Documents tab in the Ribbon.
4. Click New Folder, and create the following folders:
   
   a. Expense Claims
   b. Invoices
   c. Contracts
   
   
   
   Figure 6 - Three folders created in the Record library

Configure the Document ID Service

1. Open the root site collection of the Record Center: /sites/records
2. Click Site Actions, and then click Site Settings.
3. Under Site Collection Administration, click Document ID settings.
4. On the Document ID settings page, ensure that the Assign Document IDs checkbox is selected.
   
   
   
   Figure 7 - Assigning Document IDs
   
5. Change the automatically generated prefix to CRID.
6. Click OK.

Configure the Record Centre with a Content Organizer Rule

1. Open the Records Center Management page by going to Site Actions | Manage Records Center.
2. Click Add New Item in the Content Organizer Rules area.
3. Add a rule with the following values:
   
   a. Name: Expense Claims
   b. Content Type Group: Document Content Types
   c. Content Type: Document
   
   
4. Set up a condition.
   
   
   
   Figure 8 - Adding a condition to a Content Organizer rule

Send a Document to the Record Center

1. Create a new, empty Word document and save it to your local hard drive as ExpenseClaim.docx.
2. Open the Record Center home page:
3. Click the Submit to Record Center button.
4. Click the Browse... button and find the document you created in step 1.
5. Click OK.
6. Set a title: Expense Claim
7. Click Submit.
8. The document is sent to the Drop Off library, and routed through the Content Organizer to the correct location in the Records library.