Document & Records Management with SharePoint 2010
-
Upload
frank-trainings -
Category
Business
-
view
383 -
download
2
description
Transcript of Document & Records Management with SharePoint 2010
![Page 1: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/1.jpg)
DOCUMENT & RECORDS
MANAGEMENTwith SharePoint
![Page 2: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/2.jpg)
![Page 3: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/3.jpg)
AGENDA
![Page 4: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/4.jpg)
DOCUMENT & RECORDSMANAGEMENT
![Page 5: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/5.jpg)
WHAT IS … ?
StoreCreate Collaborate Review Long Term Retention
N …
DOCUMENT LIFECYLCE
DOCUMENT MANAGEMENT
Business Intelligence & Reporting
Disposal
RECORDS MANAGEMENT
eDiscovery and Search
THE MICROSOFT VIEW
![Page 6: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/6.jpg)
PROBLEMS WITH DEFINITIONS
SharePoint ECM
Managed Metadata Taxonomy
Rating, Keywords, Like, Tagging Folksonomy
Document Sets Compound Documents
Information Management Policies Records Management
![Page 7: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/7.jpg)
WHY DMS AND RM?
PRACTICAL REASONS:
• Documents are easier to find • Reduce storage costs
![Page 8: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/8.jpg)
WHY DMS AND RM?
LEGAL REASONS:
• Goverment and industryregulations
• Legal eDiscovery
![Page 9: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/9.jpg)
SHAREPOINT 2010DMS & RM FEATURES
![Page 10: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/10.jpg)
SHAREPOINT DMS AND RM FEATURES
Content Types
WCM
Workflows
Metadata
Versions
Records Management
Content Organizer
DocumentSets
ManagedMetadataService
In PlaceRecords
eDiscovery
DocumentIDs
Sky Drive Pro
Drag & Drop
Site retention
Site Mailboxes
MetadataNavigation
![Page 11: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/11.jpg)
MANAGED METADATA SERVICE: TERM STORE
Manage terms easily
The Term Store allows you to maintain a hierarchical taxonomy that can be employed for the tagging of content
You can importtaxonomies –
Corporate ones as wellas from third party
![Page 12: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/12.jpg)
MANAGED METADATA SERVICE: CONTENT TYPE
PUBLISHING
Content Type 1Content Type 2Content Type 3
……
Content Type Hub
Web Application 1
Web Application 2
Web Application 3
Content Type 1…
Content Type 1…
Content Type 1…
ManagedMetadataService
![Page 13: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/13.jpg)
DOCUMENT SETS
item.
’Hybrid’ between folder and listitem, allows groupingdocuments together as with a folder. Associate metadata withit as with other items.
DOCUMENT SET FOR PROJECTS (EXAMPLE):
Includes business case, project plan, mile stones, requirement
specifications …
![Page 14: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/14.jpg)
MANAGED METADATA NAVIGATION
HomeManaged Metadata
Navigation
![Page 15: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/15.jpg)
CONTENT ORGANIZER
Site
Site
SiteSite Site
Site Site Site Site Site Site Site Site
Site
Site
Target Library
Drop Off Library
![Page 16: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/16.jpg)
DOCUMENT ID SERVICES
Home
Document Ids remainconsistent when
documents are copied ormoved to other locations
You can searchafter a specificDocument ID
![Page 17: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/17.jpg)
IN PLACE RECORDS MANAGEMENT
In Place
Records
Management:
Instead of moving a document to a specific records center, a document can be declared and handled as a record within a site or in different SharePoint repositories.
![Page 18: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/18.jpg)
LOCK DOWN CONTENT WITH eDISCOVERY
eDiscovery:
Single place where you can manage eDiscovery cases
Since 2013: You can perform eDiscovery across SharePoint, Exchange, Lync,and file shares—all from one location
![Page 19: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/19.jpg)
![Page 20: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/20.jpg)
SUMMARY
![Page 21: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/21.jpg)
!
![Page 22: Document & Records Management with SharePoint 2010](https://reader034.fdocuments.us/reader034/viewer/2022051313/549e79b0ac795910768b4791/html5/thumbnails/22.jpg)
SharePoint
Training
Project Management
needs Germany
Please contact+ 49 611 5055755 or visitwww.frank-trainings.de