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Effective Records Management Strategies in SharePoint 2010

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Join Ryan McIntyre, Director of Portals & Collaboration at Neudesic, as he presents key strategies for effective records management in SharePoint 2010. Discover how to enhance usability, improve organizational efficiency, and navigate the complex landscape of legal compliance and technology integration. This session will cover critical aspects of managing records, including versioning, content types, auditing, and the challenges of physical vs. digital records. Learn from industry experts and gain insights into future technology trends that will shape records management.

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Effective Records Management Strategies in SharePoint 2010

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  1. Records Management In SharePoint 2010 • Presented by • Ryan McIntyre, MCITP, MCPD • Director, Portals & Collaboration Practice • May 19, 2011

  2. Neudesic Core Business

  3. 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

  4. 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.

  5. Portals & Collaboration • Increase Usability and Effectiveness of Your Public Presence • Improve the Personal Efficiencies of Your Entire Organization • 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

  6. Records Management

  7. Problem Space • Records Management is Scary! • Reactive Procedures • Cumbersome & Painful • Legally Required

  8. Life in SharePoint 2007 Records Center • Sites & Libraries • Versioning & Auditing • Content Types • Information Management Policies • Content Organizer

  9. 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

  10. Demo Time

  11. How to be Successful

  12. 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

  13. 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

  14. Ryan McIntyre ryan.mcintyre@neudesic.com http://blog.randomdust.com @ryanmcintyre 303-520-6337

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