Content is King, but Context is Queen ERM, ECM and eDiscovery in SharePoint 2013 David Tappan, MCITP:EA; MCP: SharePoint email@example.comMarch 9, 2013
Your PresenterDavid TappanConsultantMCITP, MCTS, IOApSharePointDavidT@cdh.com
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
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
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.
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
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
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
What SharePoint 2013 Brings to eDiscovery • eDiscovery Center • Content can be changed while held • Exchange and Lync included • eDiscovery Export
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.
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”
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
Drag and Drop Upload—Browser Support • FireFox latest version • Chrome latest version • IE 10 desktop • IE 8 or 9 desktop + Office 2013 installed
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
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