SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014

SharePoint 2013 as a Records Management Platform

Ryan McIntyre, MCPD, MCITPNational Architect

@ryanmcintyre

© Copyright 2014, Neudesic. All rights reserved.

Problem Space

• Record collections grow, never shrink

• Difficult to find the right record

• Do I have the CCR Green River album?


Why Manage Records???

• Compliance• 5015.2

• Manageable content• Findability• Business requirements• Legal requirements


Problem Space

• Records Management is Scary!

• Reactive Procedures• Cumbersome & Painful• Legally Required


Life in SharePoint 2007

• Sites & Libraries• Versioning &

Auditing• Content Types• Information

Management Policies

• Content Organizer

Records Center


2010 Horsepower

• In Place vs. Records Center• Managed Metadata• Content Type Hub• Document Sets• Document ID• Multi-Stage Retention• Scale (Tens of millions per Record Center)• Remote Blob Storage• eDiscovery and Holds


2010 Gaps

• Email• Lync• eDiscovery & Holds• Site Management


2013 to the Rescue – Email & Lync

• Link a mailbox between SharePoint and Exchange• Stored in Exchange• Discovered and held by SharePoint• Consistent management across Outlook and

SharePoint• Lync content stored in Exchange and discoverable by

SharePoint


2013 to the Rescue – eDiscovery

• Enterprise Search capabilities• Discovery Center

• New Site Collection template• Manage cases

• Discovery Case• Set up Sources and Queries: SharePoint, Exchange

and/or File Share• Discovery Sets• Exports


2013 to the Rescue – Discovery Download Manager

• Documents• Lists (entire list as .csv)• Pages (.mht)• Exchange (.pst)• Includes manifest in Electronic Discovery Reference Model

(EDRM) specification XML doc


2013 to the Rescue – Sites

• Site based compliance• Site Mailboxes

• Documents in SharePoint• Email and Lync in Exchange• Single compliance policy


What Else?

• Physical• Track physical records• Digitize physical records

• eDiscovery needs some help…maybe• IRM

Ryan [email protected]://blog.randomdust.com@ryanmcintyre303-520-6337

SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014

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