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Records Management in SharePoint 2010. Name Title Company. Agenda. Introduction What’s new in 2010 for records management Record center in 2010 Litigation and eDiscovery. Introduction and new features. SharePoint Records Management (RM) Toolbox. RM Feature Area. What’s new in 2010.

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Presentation Transcript
agenda
Agenda
  • Introduction
  • What’s new in 2010 for records management
  • Record center in 2010
  • Litigation and eDiscovery
sharepoint records management rm toolbox
SharePoint Records Management (RM) Toolbox

RM Feature Area

What’s new in 2010

eDiscovery searches over any SharePoint content

Archive results or leave on an in place hold

File plan report shows overview of contentmanagement policies

Per item audit log reports

Retention schedules can have multiple stages

Retention based on folders

Seven out of the box retention actions

In place records management

Metadata-driven, hierarchal file plan in the archive

eDiscovery and Hold

Auditing and Reporting

Retention and Expiration

Recordization

in place records lock down documents pages and list items without an archive
In Place RecordsLock down documents, pages, and list items without an archive

Declare items records in bulk

Lock down non-document content, like wikis

in place records policies create separate retention schedules for records
In Place Records & PoliciesCreate separate retention schedules for records

Different policies for records

Schedule declaration as part of lifecycle policy

in place records workflow workflows can drive the recordization process
In Place Records & WorkflowWorkflows can drive the recordization process

Record status driving business decisions

Workflow creating records

Declare Record action in SPD

records center home page for the archive
Records CenterHome Page for the Archive

A place to educate employees on policies

A unique Doc ID assigned to each record

records center file plan management
Records CenterFile Plan Management

Hierarchical retention schedules with inheritance

File Plan Report shows top down view of policies

records center use metadata to navigate very large repositories
Records CenterUse metadata to navigate very large repositories

Metadata abstracts away file plan from end user

records center content organizer manages submissions
Records CenterContent Organizer manages submissions

Metadata drives location & policies

Doc ID provides persistent links for stubs

litigation and ediscovery20
Litigation and eDiscovery
  • Primary focus should be on upfront preparation
    • Appropriately enforced retention policies
    • Configure the system to track appropriate actions (auditing)
  • Leverage existing search technologyduring discovery process
step 1 up front preparation simple and intuitive tagging standardized metadata
Step 1: Up Front PreparationSimple and intuitive tagging, standardized metadata

Easily tag content

Manage centralized taxonomies

step 1 up front preparation configure multi stage retention policies
Step 1: Up Front PreparationConfigure multi-stage retention policies

Content type based policies

Multiple stages manages the entire lifecycle

Rich out of the box retention actions

step 2 respond to discovery requests hold any type of sharepoint content in any sharepoint site
Step 2: Respond to Discovery RequestsHold any type of SharePoint content, in any SharePoint site

Full keyword syntax

Hold in place or export to an archive

step 3 provable chain of custody track the process and actions inside sharepoint
Step 3: Provable Chain of CustodyTrack the process and actions inside SharePoint

Rich reports (e.g. audit) on any item

Hold reports that list queries performed

summary
Summary
  • Introduction
  • What’s new in 2010 for records management
  • Record center in 2010
  • Litigation and eDiscovery
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The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.