Microsoft Office System 2007: Records Management Wes Preston Inetium

Inetium ( Twin Cites based Microsoft consulting company Practice Area focused on Information Worker Technologies Microsoft Gold Certified Partner Minnesota SharePoint User Group ( 2nd Wednesday of every month. 8:30 – 11:00 AM Free Records Management

Agenda Introduction to the Office System 2007 Records Management in MOSS 2007 –Core features –Record Repository Site Template –Send to Menu –Policies –Auditing –Managed folders Q & A References Records Management

The 2007 Office System Client Tools  Individuals Servers  Organization Business intelligence Collaboration Content management Streamlined processes Portals Search Word processing Business modelling Presentations Data management Information management Clients Servers Records Management

SharePoint Concepts Sites Document Libraries Content Types Workflow Policies Records Management

Record Repository Centralized store for items that should be retained Out of the box site template for Records Repository Store and Add Metadata Set up Auditing and Retention Policies Allows ‘Holds’ to be placed Records Management

Repository Management One Repository Per Site Collection Repository Link set in Central Admin Routing table in Repository Site Manage Policies on Content ‘Hold’ expiring items Records Management

Repository Creation Records Management

Repository Routing Put documents in the appropriate location Can have many Document Libraries Default route for documents with unmatched criteria Assign additional Metadata Records Management

Send To Menu Records Management

Send To Menu Quick destination actions on items Default Options – a Link –Create Document Workspace –Download a Copy –Other Location –Document Library specific location Customizable Used for Record Repository Records Management

Send To Menu – Copying Around Records Management

Policies

Policies Rules applied to items (Lists and Documents) Default Types –Labels –Auditing –Expiration –Form Conversion for Archiving –Barcodes Customizable Records Management

Auditing

Auditing Management Viewable under the site collection Excel based view Can create custom reports Records Management

Managed Mail Folders Records Management

Managed Mail Folders Hooks into Exchange 2007 and Outlook 2007 Folders deployed to Users –Each folder has a policy –Ties back to Record Repository Records Management

DoD Chapter 2 Certification MOSS has been certified with the addition of a patch (yet to be released – Q4 2007) Records Management

Q & A Records Management

Reference Links SharePoint Product Team blog: Enterprise Content Management Team blog: Records Management Team blog (old): SharePoint ECM forum: umID=1213&SiteID=1 umID=1213&SiteID=1 Records Management

Reference Links Minnesota SharePoint User Group: This presentation will be available here: Wes’s Blog: Records Management