SharePoint and Records Management
July 9, 2014
Chris Bayot
Hawai`i Regional Manager
Senior Solutions Consultant
Company Overview
Upcoming Training
• SharePoint 2010 Design
• July 14 – 18
• Power User Series
• July 22 Information Worker
• July 23 Site Administrator
• July 24 Content Manager
• Power User Series
• September 23 – 25
and Records Management
Tonight’s Agenda
• SharePoint Enterprise Content Management
(ECM) Capabilities
• Records Management in SharePoint
• Extending OOB Capabilities with PSIGEN
Enterprise Content Management
in SharePoint
Enterprise Content Management
Document Lifestyle
Create
Collaborate
Review
Approve
Publish/
Declare
Expire
Archive/
Destroy
ECM in SharePoint
SharePoint 2010
SharePoint 2013
• Content Organizer
• SharePoint 2010 features, plus:
• Document Sets
• Site Retention
• Document IDs
• Site Mailboxes
• Location-based metadata
defaults
• Metadata navigation
• Site Based eDiscovery
Demo: Document Retention
• Add a retention stage
• Set the rules
Demo: Site Retention
Site Mailboxes
Records Management in SharePoint
Records Management
Create
Identifying, classifying,
archiving, preserving,
& destroying records
according to a set of
pre-defined standards
Collaborate
Review
Approve
Publish/
Declare
Expire
Archive/
Destroy
Benefits of Records Management
• Time savings
• Save on space/storage costs
• Reduce administrative costs
• Reduce risk of legal liability
• Reduce admin costs
• Enable timely responses & cost
efficiency
• Authoritative copies of documents
• Historical retention
Records Management Challenges
• Difficulty applying retention policies to content
• High costs of complying with new laws and
regulations
• Difficulty providing access to controlled records
• Heavy reliance on IT
• Poor user adoption of records management solutions
Records Management in SharePoint
SharePoint 2010
SharePoint 2013
• ECM Capabilities plus:
• ECM and 2010 capabilities, plus:
• In-Place Records
• Record Center
• Site-based
eDiscovery and
Holds
• Cloud Parity
Demo: eDiscovery & Site Holds
• eDiscovery – process of identifying and delivering
electronic information that can be used as evidence
• eDiscovery Center – site collection that serves as a
portal for managing eDiscovery cases
• Holds – can be applied to information in SharePoint
and Exchange
eDiscovery Process Flow
Wrap Up
• SharePoint Document Management Capabilities
• Records Management in SharePoint
Questions?
Mahalo!
www.synergyonline.com