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

2. Introduction Chris Bayot Senior Solutions Consultant Hawai`i Regional Manager for Synergy MCTS, MCT www.synergyonline.com cbayot@synergyonline.com 808.497.7977

3. Company Overview

6. 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

7. and Records Management

8. Tonight’s Agenda SharePoint Enterprise Content Management (ECM) Capabilities Records Management in SharePoint Extending OOB Capabilities with PSIGEN

9. Enterprise Content Management in SharePoint

10. Enterprise Content Management

11. Document Lifestyle CreateCollaborateReviewApprove Publish/ Declare Expire Archive/ Destroy

12. 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

13. Demo: Document Retention Add a retention stage Set the rules

14. Demo: Site Retention

15. Site Mailboxes

16. Records Management in SharePoint

17. Records Management Identifying, classifying, archiving, preserving, & destroying records according to a set of pre-defined standards CreateCollaborateReviewApprove Publish/ Declare Expire Archive/ Destroy

18. 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

19. 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

20. 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

21. 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

22. eDiscovery Process Flow

23. Wrap Up SharePoint Document Management Capabilities Records Management in SharePoint Questions?

24. Mahalo! www.synergyonline.com