DOCUMENT & RECORDS

MANAGEMENTwith SharePoint

AGENDA

DOCUMENT & RECORDSMANAGEMENT

WHAT IS … ?

StoreCreate Collaborate Review Long Term Retention

N …

DOCUMENT LIFECYLCE

DOCUMENT MANAGEMENT

Business Intelligence & Reporting

Disposal

RECORDS MANAGEMENT

eDiscovery and Search

THE MICROSOFT VIEW

PROBLEMS WITH DEFINITIONS

SharePoint ECM

Managed Metadata Taxonomy

Rating, Keywords, Like, Tagging Folksonomy

Document Sets Compound Documents

Information Management Policies Records Management

WHY DMS AND RM?

PRACTICAL REASONS:

• Documents are easier to find • Reduce storage costs

WHY DMS AND RM?

LEGAL REASONS:

• Goverment and industryregulations

• Legal eDiscovery

SHAREPOINT 2010DMS & RM FEATURES

SHAREPOINT DMS AND RM FEATURES

Content Types

WCM

Workflows

Metadata

Versions

Records Management

Content Organizer

DocumentSets

ManagedMetadataService

In PlaceRecords

eDiscovery

DocumentIDs

Sky Drive Pro

Drag & Drop

Site retention

Site Mailboxes

MetadataNavigation

MANAGED METADATA SERVICE: TERM STORE

Manage terms easily

The Term Store allows you to maintain a hierarchical taxonomy that can be employed for the tagging of content

You can importtaxonomies –

Corporate ones as wellas from third party

MANAGED METADATA SERVICE: CONTENT TYPE

PUBLISHING

Content Type 1Content Type 2Content Type 3

……

Content Type Hub

Web Application 1

Web Application 2

Web Application 3

Content Type 1…

Content Type 1…

Content Type 1…

ManagedMetadataService

DOCUMENT SETS

item.

’Hybrid’ between folder and listitem, allows groupingdocuments together as with a folder. Associate metadata withit as with other items.

DOCUMENT SET FOR PROJECTS (EXAMPLE):

Includes business case, project plan, mile stones, requirement

specifications …

MANAGED METADATA NAVIGATION

HomeManaged Metadata

Navigation

CONTENT ORGANIZER

Site

Site

SiteSite Site

Site Site Site Site Site Site Site Site

Site

Site

Target Library

Drop Off Library

DOCUMENT ID SERVICES

Home

Document Ids remainconsistent when

documents are copied ormoved to other locations

You can searchafter a specificDocument ID

IN PLACE RECORDS MANAGEMENT

In Place

Records

Management:

Instead of moving a document to a specific records center, a document can be declared and handled as a record within a site or in different SharePoint repositories.

LOCK DOWN CONTENT WITH eDISCOVERY

eDiscovery:

Single place where you can manage eDiscovery cases

Since 2013: You can perform eDiscovery across SharePoint, Exchange, Lync,and file shares—all from one location

SUMMARY

!

SharePoint

Training

Project Management

needs Germany

Please contact+ 49 611 5055755 or visitwww.frank-trainings.de