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Records Management

Records Management. In SharePoint 2010. Presented by Ryan McIntyre, MCITP, MCPD Director, Portals & Collaboration Practice May 19 , 2011. Neudesic Core Business. Microsoft Focus. Partners had long history with Microsoft and envisioned new type of consultancy at the release of .NET

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Records Management

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  1. Records Management In SharePoint 2010 • Presented by • Ryan McIntyre, MCITP, MCPD • Director, Portals & Collaboration Practice • May 19, 2011

  2. Neudesic Core Business

  3. Microsoft Focus • Partners had long history with Microsoft and envisioned new type of consultancy at the release of .NET • Microsoft National Systems Integrator & Gold Certified Partner • One of the Top 10 Microsoft Partners Worldwide • Direct access to Microsoft Product and Development teams • Close relationship with Microsoft benefits customers by ensuring their Technology Gap is smaller than their competitors

  4. Our People Make the Difference • Published authors and distinguished speakers at Microsoft and industry events • People, hiring practices, talent and skills (MVPs, VTSs, IW Rangers) • Neudesic employs a different model: many experts mentoring a few rising stars • Technical breadth across the entire Microsoft stack • Not only experts in today’s technology, but are well-versed on tomorrow’s technology today.

  5. Portals & Collaboration • Increase Usability and Effectiveness of Your Public Presence • Improve the Personal Efficiencies of Your Entire Organization • Internets • Intranets and Extranets: Vendor Collaboration & Knowledge Management • Business Process Automation: Human Resources & Project Management • Enterprise Content and Records Management • Enterprise Search • Search Engine Optimization • Site Branding

  6. Records Management

  7. Problem Space • Records Management is Scary! • Reactive Procedures • Cumbersome & Painful • Legally Required

  8. Life in SharePoint 2007 Records Center • Sites & Libraries • Versioning & Auditing • Content Types • Information Management Policies • Content Organizer

  9. 2010 Horsepower • In Place vs. Records Center • Managed Metadata • Content Type Hub • Document Sets • Document ID • Multi-Stage Retention • Scale (Tens of millions per Record Center) • Remote Blob Storage • eDiscovery and Holds

  10. Demo Time

  11. How to be Successful

  12. What Else? • Email • Possible if email is stored in SharePoint • Requires an extra human step…we don’t trust humans • Physical • Track physical records • Digitize physical records

  13. Gotchas • Content Type changes must be Published • Published changes are pushed out on a schedule • Hub location can’t be changed (without PowerShell) • Permissions (e.g. Users can modify published content types which then get overwritten) • Workflow publishing must be done separately

  14. Ryan McIntyre ryan.mcintyre@neudesic.com http://blog.randomdust.com @ryanmcintyre 303-520-6337

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