Records Management in SharePoint 2010

2. Records Management in SharePoint 2010 Name Title Company

3. Agenda • Introduction • What’s new in 2010 for records management • Record center in 2010 • Litigation and eDiscovery

4. Introduction and new features

5. SharePoint Records Management (RM) Toolbox RM Feature Area What’s new in 2010 eDiscovery searches over any SharePoint content Archive results or leave on an in place hold File plan report shows overview of contentmanagement policies Per item audit log reports Retention schedules can have multiple stages Retention based on folders Seven out of the box retention actions In place records management Metadata-driven, hierarchal file plan in the archive eDiscovery and Hold Auditing and Reporting Retention and Expiration Recordization

6. In Place RecordsLock down documents, pages, and list items without an archive Declare items records in bulk Lock down non-document content, like wikis

7. In Place Records & PoliciesCreate separate retention schedules for records Different policies for records Schedule declaration as part of lifecycle policy

8. In Place Records & WorkflowWorkflows can drive the recordization process Record status driving business decisions Workflow creating records Declare Record action in SPD

9. In-place records Demo

10. Differences Between Records Archive and In-Place Records

11. Differences Between Records Archive and In-Place Records

12. Resource Differences

13. Records center

14. Records CenterHome Page for the Archive A place to educate employees on policies A unique Doc ID assigned to each record

15. Records CenterFile Plan Management Hierarchical retention schedules with inheritance File Plan Report shows top down view of policies

16. Records CenterUse metadata to navigate very large repositories Metadata abstracts away file plan from end user

17. Records CenterContent Organizer manages submissions Metadata drives location & policies Doc ID provides persistent links for stubs

18. Records Center Demo

19. Litigation and eDiscovery

20. Litigation and eDiscovery • Primary focus should be on upfront preparation • Appropriately enforced retention policies • Configure the system to track appropriate actions (auditing) • Leverage existing search technologyduring discovery process

21. Step 1: Up Front PreparationSimple and intuitive tagging, standardized metadata Easily tag content Manage centralized taxonomies

22. Step 1: Up Front PreparationConfigure multi-stage retention policies Content type based policies Multiple stages manages the entire lifecycle Rich out of the box retention actions

23. Step 2: Respond to Discovery RequestsHold any type of SharePoint content, in any SharePoint site Full keyword syntax Hold in place or export to an archive

24. Step 3: Provable Chain of CustodyTrack the process and actions inside SharePoint Rich reports (e.g. audit) on any item Hold reports that list queries performed

25. Search and Hold Demo

26. Summary • Introduction • What’s new in 2010 for records management • Record center in 2010 • Litigation and eDiscovery

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