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Records ManagementAmeet PhadnisMCITP, MCPD, VTSP MicrosoftChief ArchitectAOS Portal Division
About MeChief Architect with AOSOver 6 years of SharePoint Experience.E-mail: ameet.phadnis@aos5.comMicrosoft VTSP.
Agenda• ABC of Records Management• Information Management Policy• What is Records Management?• Information Management Poli...
ABC of Records Management• A – Keep what must be kept• B – Shred what may be shredded• C – Understand the difference betwe...
Information Management Policy• Enforce compliance• Enables Administrators and managers to  control how content is managed ...
Policy Features in 2010•   Expiration•   Auditing•   Document Labels•   Document Bar Codes
Records ManagementCourtesy: Digital Records Management (drm2000.com)
Records Management• Manage a content item, or record from  inception to disposal.• Record is anything that serves as an ev...
Challenges in Records Management•   Identify and tracking.•   Filter and purging items.•   Declaring records.•   Data Rete...
Records Management System includes•   Content Analysis•   File Plan•   Compliance Requirements Document•   Collecting reco...
Records Management Planning•   Identify Roles•   Analyze Content•   Develop a file plan•   Retention schedules•   Improve ...
Record Management Roles•   Records Manager•   Compliance Officers•   SharePoint Administrators•   Content Managers
File Plan Includes•   Kinds of Records•   Category of records•   Location of Records•   Retention periods for records.•   ...
Completed File PlanRecords   Desc       Media     Record     Retention   Dispositio   Contact                             ...
Collecting Records•   Manual•   Policy•   Workflow•   Custom Solution
Physical Records Planning•   Identify Records Type•   Properties for record type•   Organize Content Types•   Organize the...
eDiscovery•   Finding Relevant Documents•   Restricting what users can do•   Auditing•   Expiration•   Search
Managing Records in SharePoint 2010• Records Archive• In Document Repository• Hybrid Approach
Demo• Information Management Policies• In-Place Records Management• Records Center
Questions• ???
More Information• http://technet.microsoft.com/en-  us/library/cc261982.aspx• Contact me at –     Ph#: 913.744.3275     e-...
AOSExpect the Best!
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Share point records management presentation

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This presentation talks about Records Management in SharePoint 2010

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Share point records management presentation

  1. 1. Records ManagementAmeet PhadnisMCITP, MCPD, VTSP MicrosoftChief ArchitectAOS Portal Division
  2. 2. About MeChief Architect with AOSOver 6 years of SharePoint Experience.E-mail: ameet.phadnis@aos5.comMicrosoft VTSP.
  3. 3. Agenda• ABC of Records Management• Information Management Policy• What is Records Management?• Information Management Policies and Records Management.• Records Management in SharePoint 2010• Demo
  4. 4. ABC of Records Management• A – Keep what must be kept• B – Shred what may be shredded• C – Understand the difference between A and B.
  5. 5. Information Management Policy• Enforce compliance• Enables Administrators and managers to control how content is managed on the site.• Set of rules for a type of content.• Help to comply with legal or governmental regulations.
  6. 6. Policy Features in 2010• Expiration• Auditing• Document Labels• Document Bar Codes
  7. 7. Records ManagementCourtesy: Digital Records Management (drm2000.com)
  8. 8. Records Management• Manage a content item, or record from inception to disposal.• Record is anything that serves as an evidence of an activity or transaction performed by the organization• Process includes – – Classify information that is classified as record. – Retention period. – Manage information through its life cycle.
  9. 9. Challenges in Records Management• Identify and tracking.• Filter and purging items.• Declaring records.• Data Retention policies.• Availability
  10. 10. Records Management System includes• Content Analysis• File Plan• Compliance Requirements Document• Collecting records that are no longer active.• Auditing Records• Capturing records metadata.• Holding records• Monitoring and reporting on records.
  11. 11. Records Management Planning• Identify Roles• Analyze Content• Develop a file plan• Retention schedules• Improve document management practices• Design Records Management Solution• How content becomes records• E-mail Integration• Compliance of Social Content• Compliance Reporting and documentation
  12. 12. Record Management Roles• Records Manager• Compliance Officers• SharePoint Administrators• Content Managers
  13. 13. File Plan Includes• Kinds of Records• Category of records• Location of Records• Retention periods for records.• Managing Records
  14. 14. Completed File PlanRecords Desc Media Record Retention Dispositio Contact Category n401 K Employee Electronic HR 7 years Destroy Tricia Tarr Benefit Document PlanPayroll Employee Electronic HR 15 years Destroy TaraTimesheet hours Document worked
  15. 15. Collecting Records• Manual• Policy• Workflow• Custom Solution
  16. 16. Physical Records Planning• Identify Records Type• Properties for record type• Organize Content Types• Organize the records archive
  17. 17. eDiscovery• Finding Relevant Documents• Restricting what users can do• Auditing• Expiration• Search
  18. 18. Managing Records in SharePoint 2010• Records Archive• In Document Repository• Hybrid Approach
  19. 19. Demo• Information Management Policies• In-Place Records Management• Records Center
  20. 20. Questions• ???
  21. 21. More Information• http://technet.microsoft.com/en- us/library/cc261982.aspx• Contact me at – Ph#: 913.744.3275 e-mail: ameet.phadnis@aos5.com
  22. 22. AOSExpect the Best!

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