Records Management In SharePoint 2010 Presented by Ryan McIntyre, MCITP, MCPD Director, Portals & Collaboration Practice May 19, 2011

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RECORDS MANAGEMENT

Problem Space Records Management is Scary! Reactive Procedures Cumbersome & Painful Legally Required

Life in SharePoint 2007 Sites & LibrariesSites & Libraries Versioning & AuditingVersioning & Auditing Content TypesContent Types Information Management PoliciesInformation Management Policies Content OrganizerContent Organizer Records Center

2010 Horsepower In Place vs. Records CenterIn Place vs. Records Center Managed MetadataManaged Metadata Content Type HubContent Type Hub Document SetsDocument Sets Document IDDocument ID Multi-Stage RetentionMulti-Stage Retention Scale (Tens of millions per Record Center)Scale (Tens of millions per Record Center) Remote Blob StorageRemote Blob Storage eDiscovery and HoldseDiscovery and Holds

Demo Time

How to be Successful Identify Roles Analyze Content Record vs. Non-Record Content Types / Retention Rules Site Structure In-Place vs. Records Center Compliance & Reporting

What Else? –Possible if is stored in SharePoint –Requires an extra human step…we don’t trust humans PhysicalPhysical –Track physical records –Digitize physical records

Gotchas Content Type changes must be Published Published changes are pushed out on a schedule Hub location can’t be changed (without PowerShell) Permissions (e.g. Users can modify published content types which then get overwritten) Workflow publishing must be done separately

Ryan McIntyre