July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant

Introduction Chris Bayot Senior Solutions Consultant Hawai`i Regional Manager for Synergy MCTS, MCT

Company Overview

Upcoming Training SharePoint 2010 Design July 14 – 18 Power User Series July 22Information Worker July 23Site Administrator July 24Content 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 CreateCollaborateReviewApprove Publish/ Declare Expire Archive/ Destroy

ECM in SharePoint SharePoint 2010 Content Organizer Document Sets Document IDs Location-based metadata defaults Metadata navigation Site Based eDiscovery SharePoint 2013 SharePoint 2010 features, plus: Site Retention Site Mailboxes

Demo: Document Retention Add a retention stage Set the rules

Demo: Site Retention

Site Mailboxes

Records Management in SharePoint

Records Management Identifying, classifying, archiving, preserving, & destroying records according to a set of pre-defined standards CreateCollaborateReviewApprove 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 ECM Capabilities plus: In-Place Records Record Center Site-based eDiscovery and Holds SharePoint 2013 ECM and 2010 capabilities, plus: 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!