Why ECM from Microsoft ? Single Solution for end-to-end content management Office integration drives broad user adoption Integrated solution reduces deployment complexity Lower cost of ownership Extensible infrastructure for business solutions

Exchange Server Mailboxes Mailbox policies define which folders are auto- deployed Settings on folders explain the policy, expire information, and limit storage Managing collaborative spaces ( ) Filed messages can be sent to the Records Center Default Folders Mailbox Policies Managed Folders Policies can exist on the “entire mailbox”, default folders, and managed folders

Office SharePoint Server Sales Asia Pacific Region Employment Claims Contracts Content Types to classify content Policies to audit and expire information Server side IRM Managing collaborative spaces (documents) Declared records sent to Records Repository

Records Manager Records Repository Contracts Contracts Asia Pacific Region Financials Mortgage Configure repository as per file plan Physical Assets Doc Mgmt Systems / Services Interface Records Repository template Transfers document context Records Center Configure policies as per retention schedule

Records Repository Sales Controls Asia Pacific Region Employment Claims Override Expiration Policy 11/8/08 HOLD Litware Inc. Sr. Attorney Attorney Search for records to Hold Hold Orders

Attorney Search for relevant keywords / items eDiscovery in collaborative spaces Exchange Server Michael Allen Keith Harris Per Lund Jørgensen Oliver Lee Robert Lyon Dan Park Erik Ryan Sunil Uppal Mailbox HOLD Office SharePoint Server Sales Controls Asia Pacific Region Employment Claims Send relevant items to litigation for triage / production Policy Exemption Capabilities exist to prevent the automatic deletion of working documents Capabilities exist to prevent the automatic deletion of working documents

Demo Declaring records from a collaboration site