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AIT007. Record Management 2013 . James Milne SharePoint MVP. Session Overview. Introduction to Access Services 2013 Demo: Build an App in 60 Seconds. What is available in SharePoint 2010?. In-Place Record Management Centralised Record Management Generate File Plans Document IDs
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AIT007 Record Management 2013 James Milne SharePoint MVP
Session Overview • Introduction to Access Services 2013 • Demo: Build an App in 60 Seconds
What is available in SharePoint 2010? • In-Place Record Management • Centralised Record Management • Generate File Plans • Document IDs • Document Sets • Content Organiser • Multi-Stage Retention • MetaData Navigation • Term Sets & Keywords
What is available in SharePoint 2010? • In-Place Record Management • Centralised Record Management • Generate File Plans • Document IDs • Document Sets Improved! • Content Organiser • Multi-Stage Retention • MetaData Navigation Improved! • Term Sets & Keywords • eDiscovery &
Document ID • Site Collection Level Feature • Generate a Unique Document ID • Searchable • Perma-Link
In-place vs. Records Centre In-Place Records Centre Records “submitted” to Record Centre Centralised Management Dedicated Role Tighter governance Better Scalability • Documents declared as a record • Kept in-place • Record kept in context • Creators can access their own content • Fits existing site structure
In-Place Records Management • Library Settings
In-Place Declare an In-Place Record
File Plan • Sample File Plan
The Record Centre • Centralised RM
Send to the Record Centre • Web Application • Display Name • OfficialFile.asmx • Send To Action: • Copy • Move • Move and Link
Sent to.. Send Document to Record Center
Information Management Policies • Policy Statement • Enable Retention • Enable Auditing • Enable Barcoding • Enable Labels
Retention Policy Multi-Stage Retention • Retention policies can have multiple stages • Single Policy can manage the entire document lifecycle • Example: • Delete Drafts 1 year after Last Modified • Delete Record after 7 years afterDeclared
Audit Policy • Enable Auditing • Opening/Viewing/Downloading • Editing • Checking out/in • Moving or Copying • Deleting or Restoring
Unified Discovery across Exchange, SharePoint and Lync • Find it all in one place (unified console) • Find more (in-place discovery returns the richest data) • Find it without impacting the user (Give legal team discovery, leave IWs alone)
Discovery Center • Central Place to view all Cases • Activities • Discovery Sets • Queries • Sources • Exports
Discovery Sets Create a Discovery Set
Site Based Compliance • Records Team create policies, which define: • The retention policy for the entire site and the team mailbox, if one is associated with the site. • What causes a project to be closed. • When a project should expire • Can set also site collection as read only • Policy also available optionally from self site creation • Policies can be replicated from content type hub cross enterprises
New Site Policy • Site Closure • Site Deletion
Site Closure and Deletion • Apply a Site Policy • Manual Closure
Site Compliance Create a Site Policy
Documents are stored in SharePoint Emails are stored in Exchange Team Folders can receive emails and have their own email address Easy access to both from Outlook and SharePoint Unified compliance policy applies to both The Team Folders – Exchange and SP together
Document Set Improvements • Support for OneNote notebooks • Document set icon in search results • Folders supported • Also for default documents set for document set • Support for easier aggregation • CBS & CBQ web parts understands document sets • Client side and Server side API improvements • Versioning improvements* • Capture full document set as version • Search directly in document set
Next Steps… • Take Office 2013 for a spin! • Try Office 365 Preview • http://www.microsoft.com/office/preview/ • Twitter: @JamesMilne • Blog: http://www.myriadtech.com.au/blogs/james/
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