Share point records management presentation
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Records Management Ameet Phadnis MCITP, MCPD, VTSP Microsoft Chief Architect AOS Portal Division
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This presentation talks about Records Management in SharePoint 2010
Transcript of Share point records management presentation
Records Management
Ameet PhadnisMCITP, MCPD, VTSP MicrosoftChief ArchitectAOS Portal Division
About Me
Chief Architect with AOSOver 6 years of SharePoint Experience.E-mail: [email protected] VTSP.
• ABC of Records Management• Information Management Policy• What is Records Management?• Information Management Policies and Records
Management.• Records Management in SharePoint 2010• Demo
Agenda
ABC of Records Management
• A – Keep what must be kept• B – Shred what may be shredded• C – Understand the difference between A and
B.
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.
Policy Features in 2010
• Expiration• Auditing• Document Labels• Document Bar Codes
Records Management
Courtesy: Digital Records Management (drm2000.com)
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.
Challenges in Records Management
• Identify and tracking.• Filter and purging items.• Declaring records.• Data Retention policies.• Availability
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• Content Analysis• File Plan• Compliance Requirements Document• Collecting records that are no longer active.• Auditing Records• Capturing records metadata.• Holding records• Monitoring and reporting on records.
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
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.• Managing Records
Completed File Plan
Records Desc Media Record Category
Retention Disposition
Contact
401 K Employee Benefit Plan
Electronic Document
HR 7 years Destroy Tricia Tarr
Payroll Timesheet
Employee hours worked
Electronic Document
HR 15 years Destroy Tara
Collecting Records
• Manual• Policy• Workflow• Custom Solution
Physical Records Planning
• Identify Records Type• Properties for record type• Organize Content Types• Organize the records archive
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#: 913.744.3275e-mail: [email protected]
AOSExpect the Best!
