1. Microsoft Office System 2007: Records Management Wes Preston Inetium

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

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

4. 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

6. SharePoint Concepts Sites Document Libraries Content Types Workflow Policies Records Management

7. 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

8. 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

9. Repository Creation Records Management

10. 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

11. Send To Menu Records Management

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

13. Send To Menu – Copying Around Records Management

14. Policies

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

16. Auditing

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

20. Managed Mail Folders Records Management

21. 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

24. DoD 5015.2 Chapter 2 Certification MOSS has been certified with the addition of a patch (yet to be released – Q4 2007) Records Management

25. Q & A Records Management

26. Reference Links SharePoint Product Team blog: http://blogs.msdn.com/sharepoint/ http://blogs.msdn.com/sharepoint/ Enterprise Content Management Team blog: http://blogs.msdn.com/ecm/ http://blogs.msdn.com/ecm/ Records Management Team blog (old): http://blogs.msdn.com/recman/ http://blogs.msdn.com/recman/ SharePoint ECM forum: http://forums.microsoft.com/MSDN/ShowForum.aspx?For umID=1213&SiteID=1 http://forums.microsoft.com/MSDN/ShowForum.aspx?For umID=1213&SiteID=1 Records Management

27. Reference Links Minnesota SharePoint User Group: http://www.sharepointmn.com http://www.sharepointmn.com This presentation will be available here: http://www.sharepointmn.com/SharePoint%20Resources http://www.sharepointmn.com/SharePoint%20Resources Wes’s Blog: http://blogs.inetium.com/blogs/wprestonhttp://blogs.inetium.com/blogs/wpreston Records Management