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Content is King,                but Context is Queen                 ERM, ECM and eDiscovery in                      Share...
Your PresenterDavid TappanConsultantMCITP, MCTS, IOApSharePointDavidT@cdh.com
Agenda• Background and History of ECM , ERM  and eDiscovery in SharePoint• SharePoint 2013 ECM Features – Search – Records...
A brief history of  ECM, ERM and eDiscovery in         SharePoint• SharePoint 2007 – Check-out/versions – Records Center  ...
About SharePoint 2007                Records Management•   Records Center – Really a sample application•   Information Man...
About SharePoint 2010 ECM, ERM and                               eDiscovery• ECM                                   • ERM  ...
SharePoint 2013 ECM, ERM and                       eDiscovery Improvements• ECM                             • eDiscovery  ...
Digging in on eDiscovery
Where SharePoint Fits in eDiscovery
The Expensive PartReview – Attorneys determine which content will beprovided to opposition  “Discovery accounts for about ...
What SharePoint 2013 Brings to eDiscovery    • eDiscovery Center    • Content can be changed while      held    • Exchange...
SharePoint eDiscovery Steps
eDiscovery Center• Unified console for all legal holds• Create and enforce holds across the enterprise  – Unified eDiscove...
eDiscovery Center
In-Place Holds• Site level or query-based• Hold documents can be modified  – Held version is preserved in a hidden site• E...
Case Site
Creating a Case
Creating a Discovery Set
Adding a Source
Previewing a Source
Filtering a Source
Adding a Filter
Querying a Data Source
Querying for Export
Downloading an Export
eDiscovery Export• Export documents and list items  – Versions included• Export email and Lync conversations• Export Repor...
ECM User Interface ImprovementBrowser Drag & DropQuick Edit
Browser Drag & Drop
Drag and Drop Upload— Can and Can’t• You CAN:  – Upload to a document library from Windows Explorer  – Download from Share...
Drag and Drop Upload—Browser Support • FireFox latest version • Chrome latest version • IE 10 desktop • IE 8 or 9 desktop ...
C/D/H ECM Case Studies• Enterprise Taxonomy and Search  Design at a Global Manufacturing  Company• Extranet Document Repos...
Thank YouRoyal Oak                      Grand Rapids306 S. Washington Ave.         15 Ionia SWSuite 212                   ...
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Content is King but Context is Queen ERM & ECM in SharePoint 2013

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

  1. 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. 2. Your PresenterDavid TappanConsultantMCITP, MCTS, IOApSharePointDavidT@cdh.com
  3. 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. 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. 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. 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. 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. 8. Digging in on eDiscovery
  9. 9. Where SharePoint Fits in eDiscovery
  10. 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. 11. What SharePoint 2013 Brings to eDiscovery • eDiscovery Center • Content can be changed while held • Exchange and Lync included • eDiscovery Export
  12. 12. SharePoint eDiscovery Steps
  13. 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. 14. eDiscovery Center
  15. 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. 16. Case Site
  17. 17. Creating a Case
  18. 18. Creating a Discovery Set
  19. 19. Adding a Source
  20. 20. Previewing a Source
  21. 21. Filtering a Source
  22. 22. Adding a Filter
  23. 23. Querying a Data Source
  24. 24. Querying for Export
  25. 25. Downloading an Export
  26. 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. 27. ECM User Interface ImprovementBrowser Drag & DropQuick Edit
  28. 28. Browser Drag & Drop
  29. 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. 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. 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 ww.cdh.com/casestudies
  32. 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 www.cdh.com
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