Record Management 2013 James Milne SharePoint MVP AIT007

RequirementRecords CentreIn-Place Record Managing Record Retention Content Organizer automatically places new records in the correct folder in the archive’s file plan, based on metadata Different policies for records and active documents based on the current content type or location Restrict which users can view records YesNo Ease of locating records (for Record Managers) EasierHarder Maintain all document versions as records Each version must be sent Automatic, assuming versioning is turned on Ease of locating information (for team collaborators) HarderEasier

In-Place Declare an In-Place Record

Record TypeFinancial Statements Invoices Correspondence Document IDFinance-Doc-01PO-Invoice_01 -Msg-01 Required FieldsStatement Date (Date Field) Delivery Date (Date Field) Subject (String property, single line of text ExpirationRetain for 7 years after Statement Date Retain for 5 years after Delivery Date Retain for 3 years from date created DisposalArchive and delete on expiration Delete on Expiration AuditAudit View Events Only None

Sent to.. Send Document to Record Center

eDiscovery In place preservation in SP & Exchange Integrated, enterprise wide case management Team Folders Work on mail and documents together SharePoint, Outlook, OWA Retention/compliance across stores

Discovery Center in SharePointUnified Preserve, Search and Export Exchange Web ServicesConnect to Exchange to get mailbox data Lync Archiving to ExchangeExchange is the compliance store for Lync Search InfrastructureExchange and SharePoint use the same search platform

Discovery Sets Create a Discovery Set

Site Compliance Create a Site Policy