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Content is King but Context is Queen ERM & ECM in SharePoint 2013
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Content is King but Context is Queen ERM & ECM in SharePoint 2013


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  • 1. Content is King, but Context is Queen ERM, ECM and eDiscovery in SharePoint 2013 David Tappan, MCITP:EA; MCP: SharePoint davidt@cdh.comMarch 9, 2013
  • 2. Your PresenterDavid TappanConsultantMCITP, MCTS,
  • 3. Agenda• Background and History of ECM , ERM and eDiscovery in SharePoint• SharePoint 2013 ECM Features – Search – Records Management – eDiscovery – Managed Metadata Service – Drag and Drop
  • 4. A brief history of ECM, ERM and eDiscovery in SharePoint• SharePoint 2007 – Check-out/versions – Records Center • Send to Records Center • Rudimentary hold scoped to Records Center • Record routing scoped to Records Center• SharePoint 2010 – In-place holds and records anywhere, based on content type— but configured by site collection – Users prevented from working on a held document – Holds limited to SharePoint content – Document Sets – Unique document IDs
  • 5. About SharePoint 2007 Records Management• Records Center – Really a sample application• Information Management Policy Enforcement – Auditing – log events and operations – Expiration – specify how long record is retained – Barcodes – facilitate tracking of physical records• Record Collection Programmable Interface – Record Routing – specify where each content type goes – Hold – Can place a hold on documents and gather them to a single location using custom code.
  • 6. About SharePoint 2010 ECM, ERM and eDiscovery• ECM • ERM – Managed Metadata (enterprise-wide – Unique document IDs controlled vocabulary) • Send to Records Center and leave a link – Location-based metadata – In place records – Metadata navigation (list-based – File Plans (Content Organizer) only) – Multi-stage retention & disposition – Document Set content types • By list or content type – Increased scale • Very large libraries and lists • eDiscovery • Remote BLOB storage • Legal Holds—but must be executed site by site • In-place holds on items
  • 7. SharePoint 2013 ECM, ERM and eDiscovery Improvements• ECM • eDiscovery – Search – eDiscovery Center • FAST Search now built in – Site holds – Continuous crawl – Content can be changed while – Entity extraction held • Search-based pages and navigation – Exchange and Lync included – Drag and drop filing – eDiscovery export – Bulk editing• ERM – Site-based retention and disposition • Includes site Mailboxes
  • 8. Digging in on eDiscovery
  • 9. Where SharePoint Fits in eDiscovery
  • 10. The Expensive PartReview – Attorneys determine which content will beprovided to opposition “Discovery accounts for about 35% of total litigation costs in the US…and is one of the top drivers for moving email and documents into third party archiving solutions. Given the growth of this area, pure-play discovery software and discovery-enabled are expected to be a $2.1b business by 2013” - Gartner
  • 11. What SharePoint 2013 Brings to eDiscovery • eDiscovery Center • Content can be changed while held • Exchange and Lync included • eDiscovery Export
  • 12. SharePoint eDiscovery Steps
  • 13. eDiscovery Center• Unified console for all legal holds• Create and enforce holds across the enterprise – Unified eDiscovery across SharePoint, Exchange & Lync – SharePoint hold executed enterprise-wide, rather than by site collection.• Case subsite for defining/collecting/processing/exporting – Plus collaborating and managing discovery project.
  • 14. eDiscovery Center
  • 15. In-Place Holds• Site level or query-based• Hold documents can be modified – Held version is preserved in a hidden site• Exchange mailboxes included – Mailbox level or query-based• Site hold puts entire site on hold, preserving a “snapshot”
  • 16. Case Site
  • 17. Creating a Case
  • 18. Creating a Discovery Set
  • 19. Adding a Source
  • 20. Previewing a Source
  • 21. Filtering a Source
  • 22. Adding a Filter
  • 23. Querying a Data Source
  • 24. Querying for Export
  • 25. Downloading an Export
  • 26. eDiscovery Export• Export documents and list items – Versions included• Export email and Lync conversations• Export Report complies with EDRM format (Electronic Discovery Reference Model)
  • 27. ECM User Interface ImprovementBrowser Drag & DropQuick Edit
  • 28. Browser Drag & Drop
  • 29. Drag and Drop Upload— Can and Can’t• You CAN: – Upload to a document library from Windows Explorer – Download from SharePoint to Windows Explorer – One or multiple files can be moved – Move files into library folders or document sets – Move files from one library to another using the Quick Launch or list views – Works only within a site collection• You CAN’T: – Move folders or Document Sets using drag and drop at all – Move videos – Move list items – Move items across site collections
  • 30. Drag and Drop Upload—Browser Support • FireFox latest version • Chrome latest version • IE 10 desktop • IE 8 or 9 desktop + Office 2013 installed
  • 31. C/D/H ECM Case Studies• Enterprise Taxonomy and Search Design at a Global Manufacturing Company• Extranet Document Repository for a Large US Accounting Firm• Knowledge Management Solution for a Major US Accounting Firm
  • 32. Thank YouRoyal Oak Grand Rapids306 S. Washington Ave. 15 Ionia SWSuite 212 Suite 270Royal Oak, MI 48067 Grand Rapids, MI 49503(248) 546-1800 (616) 776-1600