Ryan McIntyre, MCITP, MCPD Director , Portals & Collaboration

1. Yes, Records Management IS Possible in SharePoint 2010! • Ryan McIntyre, MCITP, MCPD • Director, Portals & Collaboration

2. Core Lines of Business Neudesic started its business providing best of breed consulting services on the Microsoft Platform. As we built trusted partnerships with our customers, we’ve extended our services to hosting and ongoing support and administration. As clients (our partners) began to ask us to do solve similar problems to fill the gap, Neudesic started packaging re-usable IP to save time and money.

3. Problem Space • Record collections grow, never shrink • Difficult to find the right record • Do I have the CCR Green River album?

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

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

8. 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 • Sites • Dispose an entire site based on retention • eDiscovery needs some help…maybe

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