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Records Management SharePoint 2013

Records Management SharePoint 2013. Corey Harrison Protiviti SharePoint Business Consulting. Agenda. Today’s Objective Record Management Standards SharePoint 2013 – New Features Demonstration – Bringing Records Management into your organization

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Records Management SharePoint 2013

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  1. Records Management SharePoint 2013

  2. Corey Harrison Protiviti SharePoint Business Consulting

  3. Agenda • Today’s Objective • Record Management Standards • SharePoint 2013 – New Features • Demonstration – Bringing Records Management into your organization • Common Traits of Successful SharePoint Projects

  4. Today’s Objectives Feel that Records Management is attainable (yes…just one, but it’s important)

  5. Records Management Standards The path* of a Records Management implementation hasn’t changed, just a few features. Let’s summarize it. * You can find this list on nearly every SP website

  6. What’s New in 2013

  7. SharePoint 2013: Records Management As part of the entire ECM process, one could say that every feature leads to RM

  8. Site Retention A Record Center isn’t always necessary and declaring individual files as records is unsupportable for large files

  9. Site Retention • New Site Retention Policies • Site Closure: Put into a “Closed” state for announcing the site is moving on • Site Deletion: Automated deletion according to a schedule • Postponement: Similar to putting a “hold” on deletion • E-Mail Notification: Informs about upcoming deletion • Read-Only mode: Can put an entire site collection in a protected format

  10. Site Mailboxes

  11. Site Mailboxes Benefits to Records Management • Project based retention • eDiscovery How do we get this? • Site Mailbox App • Exchange 2013 • Outlook Professional Plus 2013

  12. A Records Management Demo It’s not too late, or too difficult, to implement Records Management Policies

  13. Bringing Records Management into your organization Our demo is based on Protiviti’s experience with a common challenge facing organizations. The solution is in it’s simplicity. • How can we implement Records Management when: • We have so much unstructured data • We can’t get our team to use metadata

  14. Protoso Legal – Office of the General Counsel

  15. Common Traits of Successful SharePoint Projects I’m not a fan of “Best Practices”

  16. What Brings Success? Remember this slide and how we didn’t spend time on it? Let’s revisit a few steps…

  17. What Brings Success? What you read: • Create a comprehensive file plan that has categorized every potential document type • Use the plan to build the Content Type Strategy What I’ve learned: • Not everything is a record and retention policies aren’t are complex as we anticipate

  18. What Brings Success? What you read: • Create large Record Centers to hold all content for simplicity of organization What I’ve learned: • Multiple record centers are easier to build, maintain, create a strategy for, and administer

  19. Questions?

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