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

ryan.mcintyre@neudesic.com

http://blog.randomdust.com@ryanmcintyre

303-520-6337