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Records ManagementIn SharePoint 2010
Presented by
Ryan McIntyre, MCITP, MCPD
Director, Portals & Collaboration Practice
May 19, 2011
Neudesic Core Business
ConsultingServices
Products Solutions
Managed Services
Microsoft Focus
• Partners had long history with Microsoft and envisioned new type of consultancy at the release of .NET
• Microsoft National Systems Integrator & Gold Certified Partner
• One of the Top 10 Microsoft Partners Worldwide
• Direct access to Microsoft Product and Development teams
• Close relationship with Microsoft benefits customers by ensuring their Technology Gap is smaller than their competitors
Our People Make the Difference
• Published authors and distinguished speakers at Microsoft and industry events
• People, hiring practices, talent and skills (MVPs, VTSs, IW Rangers)
• Neudesic employs a different model: many experts mentoring a few rising stars
• Technical breadth across the entire Microsoft stack
• Not only experts in today’s technology, but are well-versed on tomorrow’s technology today.
Portals & Collaboration
• Internets• Intranets and Extranets: Vendor Collaboration & Knowledge Management• Business Process Automation: Human Resources & Project Management• Enterprise Content and Records Management • Enterprise Search • Search Engine Optimization• Site Branding
Increase Usability and Effectiveness of Your Public Presence
Improve the Personal Efficiencies of Your Entire Organization
RECORDS MANAGEMENT
Problem Space
• Records Management is Scary!
• Reactive Procedures• Cumbersome &
Painful• Legally Required
Life in SharePoint 2007
• Sites & Libraries• Versioning & Auditing• Content Types• Information
Management Policies• Content Organizer
Records Center
2010 Horsepower• In Place vs. Records Center• Managed Metadata
• Content Type Hub• Document Sets• Document ID
• Multi-Stage Retention• Scale (Tens of millions per Record Center)• Remote Blob Storage• eDiscovery and Holds
Demo Time
How to be SuccessfulIdentify Roles
Analyze Content
Record vs. Non-Record
Content Types /
Retention Rules
Site Structure• In-Place vs.
Records Center
Compliance & Reporting
What Else?• Email
– Possible if email is stored in SharePoint– Requires an extra human step…we don’t trust humans
• Physical– 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
http://blog.randomdust.com@ryanmcintyre
303-520-6337
