ryan mcintyre, mcitp, mcpd director , portals & collaboration

Ryan McIntyre, MCITP, MCPDDirector, Portals & Collaboration

Yes, Records Management IS

Possible in SharePoint 2010!

2

CORE LINES OF BUSINESS

ConsultingServices

Products Solutions

Managed Services

Neudesic started its business providing best

of breed consulting services on the

Microsoft Platform.

As clients (our partners) began to ask us to do solve

similar problems to fill the gap,

Neudesic started packaging re-usable IP to save time and

money.

As we built trusted partnerships with our customers,

we’ve extended our services to hosting

and ongoing support and administration.

PROBLEM SPACE

• Record collections grow, never shrink

• Difficult to find the right record• Do I have the CCR Green

River album?

PROBLEM SPACE

• Records Management is Scary!• Reactive Procedures• Cumbersome & Painful• Legally Required

5

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 SUCCESSFUL

Identify 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

• Sites– Dispose an entire site based on retention

• eDiscovery needs some help…maybe

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 McIntyreryan.mcintyre@neudesic.com

http://blog.randomdust.com@ryanmcintyre303-520-6337