Wes Preston Inetium

1. Wes PrestonInetium Microsoft Office System 2007:Records Management

2. Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Practice Area focused on Information Worker Technologies • Microsoft Gold Certified Partner Minnesota SharePoint User Group (www.sharepointmn.com) • 2nd Wednesday of every month. 8:30 – 11:00 AM • Free Records Management

3. Agenda • Introduction to the Office System 2007 • Records Management in MOSS 2007 • Core features • Record Repository Site Template • Send to Menu • Policies • Auditing • Managed E-mail folders • Q & A • References Records Management

4. Content management Collaboration Portals Search Streamlined processes Business intelligence Word processing Business modelling Data management Presentations Informationmanagement The 2007 Office System • Client Tools  Individuals • Servers  Organization Servers Clients Records Management

5. Records Management

6. SharePoint Concepts • Sites • Document Libraries • Content Types • Workflow • Policies Records Management

7. Record Repository • Centralized store for items that should be retained • Out of the box site template for Records Repository • Store and Add Metadata • Set up Auditing and Retention Policies • Allows ‘Holds’ to be placed Records Management

8. Repository Management • One Repository Per Site Collection • Repository Link set in Central Admin • Routing table in Repository Site • Manage Policies on Content • ‘Hold’ expiring items Records Management

9. Repository Creation Records Management

10. Repository Routing Put documents in the appropriate location Can have many Document Libraries Default route for documents with unmatched criteria Assign additional Metadata Records Management

11. Send To Menu Records Management

12. Send To Menu • Quick destination actions on items • Default Options • Email a Link • Create Document Workspace • Download a Copy • Other Location • Document Library specific location • Customizable • Used for Record Repository Records Management

13. Send To Menu – Copying Around Records Management

14. Policies Records Management

15. Policies Rules applied to items (Lists and Documents) Default Types Labels Auditing Expiration Form Conversion for Archiving Barcodes Customizable Records Management

16. Auditing Records Management

17. Auditing Management Viewable under the site collection Excel based view Can create custom reports Records Management

18. Records Management

19. Records Management

20. Managed Mail Folders Records Management

21. Managed Mail Folders Hooks into Exchange 2007 and Outlook 2007 Folders deployed to Users Each folder has a policy Ties back to Record Repository Records Management

24. DoD 5015.2 Chapter 2 Certification • MOSS has been certified with the addition of a patch (yet to be released – Q4 2007) Records Management

25. Q & A Records Management

26. Reference Links • SharePoint Product Team blog: http://blogs.msdn.com/sharepoint/ • Enterprise Content Management Team blog: http://blogs.msdn.com/ecm/ • Records Management Team blog (old): http://blogs.msdn.com/recman/ • SharePoint ECM forum: http://forums.microsoft.com/MSDN/ShowForum.aspx?ForumID=1213&SiteID=1 Records Management

27. Reference Links • Minnesota SharePoint User Group: http://www.sharepointmn.com • This presentation will be available here: http://www.sharepointmn.com/SharePoint%20Resources • Wes’s Blog: http://blogs.inetium.com/blogs/wpreston Records Management