SharePoint 2010 - Records Management
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Overview of the new records management features in SharePoint 2010.
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SharePoint 2010 - Records Management
- 1. SharePoint 2010 Records Management Cory Peters, Solutions Architect Eastridge Technology, Inc. MCTS, MCPD corypeters.net∙ cpeters@eastridge.net∙@cory_peters
- 2. Agenda What’s New? Declaring Records Record Center How Retention is Defined Multi-Stage Retention Holds and Discovery
- 3. Learning What’s new or Improved
- 4. New and Improved Improved New In Place Management Document Sets Document IDs Compliance Details File Plan Reporting Record Center Document Routing Retention Information Policies
- 6. Permissions
- 9. Taking advantage of In Place Records Management
- 10. In Place Management Single or multi-record declaration Full Multi-stage retention View compliance details per document Holds and Hold Discovery
- 11. New options for Declaring records
- 13. Move
- 14. Move and Leave LinkRecords Library Automatically using retention
- 16. Security
- 17. Existing Favorites / Links
- 19. Can leave stub
- 20. Reduces load
- 21. Database
- 22. Search
- 24. Content type
- 25. MetadataMove Copy or Move w/ Shortcut Record Center
- 26. What’s new with the Record Center
- 27. Large, friendly upload button Shared drop off library for pending submissions Find documents immediately by Document ID List of record libraries List of records waiting for metadata requirements
- 28. Understanding How retention is defined
- 32. Flexibility with the new Multi-Stage Retention
- 33. Retention Stages Event Action Repeat every month Recurrence
- 35. Date Modified
- 36. Date Declared a Record
- 38. Retention Recurrence Keep repeating the current stages action until the next stage is triggered Repeats every N (Days, Months, Years)
- 39. Real World Example Medical Procedure Document Needs to be approved every year After 10 years the procedure is no longer valid Kept for 5 years after expiration
- 40. Medical Procedure document Stage 1 Repeat every year Stage 2 Stage 3
- 42. Retention Exemption Set at the item level Exempt from any policy that may apply to the item When on hold, retention stops
- 43. Discovering and adding documents to Holds
- 45. Manually – navigate to document, add to holdIn place or copy/move to remote hold location Items can be placed on multiple holds
- 46. Demo
- 47. Questions? Software Services for Customer Success Stay Connected http://www.eastridge.net http://facebook.com/#!/EastridgeTechnology http://twitter.com/eastridgetech
Editor's Notes
- A way to quickly create a set of new templated documents that are needed time and time again.Example: For project management you may haveProject planRequirements documentInstall notesTest plan
- In place declarationAs shown in screen shotDeclare recordMakes file read onlyCan only undeclare based on securityCan select one or multiple filesSend to record centerOne file at a timeCan send entire document set in one actionCovered more in next slideRecords libraryFiles marked records immediately on uploadAutomatically using retentionAfter a period based on modified date, created date or custom formula
- Declare bulk files as recordView compliance detailsLibrary settingsView record declaration settingsView policy settingsChange source to library/folderAdd retention stageCreate new document setView document idSend policy to record centerShow record centerManage record centerEdit existing content organizer ruleShow document id searchOther topics if we have timeSocial featuresInsightsOffline SupportIntegration with Office (i.e. How you can save/upload a word document straight to SharePoint)MetadataSearch (i.e. out of the box & FAST)