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

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6. Portals & Collaboration InternetsInternets Intranets and Extranets: Vendor Collaboration & Knowledge ManagementIntranets and Extranets: Vendor Collaboration & Knowledge Management Business Process Automation: Human Resources & Project ManagementBusiness Process Automation: Human Resources & Project Management Enterprise Content and Records ManagementEnterprise Content and Records Management Enterprise SearchEnterprise Search Search Engine OptimizationSearch Engine Optimization Site BrandingSite Branding Increase Usability and Effectiveness of Your Public Presence Improve the Personal Efficiencies of Your Entire Organization

7. RECORDS MANAGEMENT

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

9. Life in SharePoint 2007 Sites & LibrariesSites & Libraries Versioning & AuditingVersioning & Auditing Content TypesContent Types Information Management PoliciesInformation Management Policies Content OrganizerContent Organizer Records Center

11. 2010 Horsepower In Place vs. Records CenterIn Place vs. Records Center Managed MetadataManaged Metadata Content Type HubContent Type Hub Document SetsDocument Sets Document IDDocument ID Multi-Stage RetentionMulti-Stage Retention Scale (Tens of millions per Record Center)Scale (Tens of millions per Record Center) Remote Blob StorageRemote Blob Storage eDiscovery and HoldseDiscovery and Holds

13. Demo Time

14. How to be Successful Identify Roles Analyze Content Record vs. Non-Record Content Types / Retention Rules Site Structure In-Place vs. Records Center Compliance & Reporting

15. What Else? EmailEmail –Possible if email is stored in SharePoint –Requires an extra human step…we don’t trust humans PhysicalPhysical –Track physical records –Digitize physical records

16. 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

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