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July 9, 2014

SharePoint and Records Management. July 9, 2014. Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant. Company Overview. Upcoming Training. SharePoint 2010 Design July 14 – 18 Power User Series July 22 Information Worker July 23 Site Administrator

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July 9, 2014

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

  2. Company Overview

  3. Upcoming Training • SharePoint 2010 Design • July 14 – 18 • Power User Series • July 22 Information Worker • July 23 Site Administrator • July 24 Content Manager • Power User Series • September 23 – 25

  4. and Records Management

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

  6. Enterprise Content Management in SharePoint

  7. Enterprise Content Management

  8. Document Lifestyle

  9. Content Organizer Document Sets Document IDs Location-based metadata defaults Metadata navigation Site Based eDiscovery ECM in SharePoint SharePoint 2010 SharePoint 2013 • SharePoint 2010 features, plus: • Site Retention • Site Mailboxes

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

  11. Demo: Site Retention

  12. Site Mailboxes

  13. Records Management in SharePoint

  14. Records Management Document Life Cycle Identifying, classifying, archiving, preserving, & destroying records according to a set of pre-defined standards

  15. 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

  16. 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

  17. ECM Capabilities plus: In-Place Records Record Center Site-based eDiscovery and Holds Records Management in SharePoint SharePoint 2010 SharePoint 2013 • ECM and 2010 capabilities, plus: • Cloud Parity

  18. 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

  19. eDiscovery Process Flow

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

  21. Mahalo! www.synergyonline.com

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