July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions...
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Transcript of July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions...
![Page 1: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/1.jpg)
July 9, 2014
SharePoint and Records Management
Chris Bayot Hawai`i Regional Manager
Senior Solutions Consultant
![Page 2: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/2.jpg)
Company Overview
![Page 4: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/4.jpg)
![Page 5: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/5.jpg)
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
![Page 6: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/6.jpg)
and Records Management
![Page 7: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/7.jpg)
Tonight’s Agenda
• SharePoint Enterprise Content Management (ECM) Capabilities
• Records Management in SharePoint
• Extending OOB Capabilities with PSIGEN
![Page 8: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/8.jpg)
Enterprise Content Management in SharePoint
![Page 9: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/9.jpg)
Enterprise Content Management
Create Control Protect
![Page 10: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/10.jpg)
Document Lifestyle
Create Collaborate Review Approve Publish/ Declare Expire Archive/
Destroy
![Page 11: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/11.jpg)
ECM in SharePoint
SharePoint 2010
• Content Organizer
• Document Sets
• Document IDs
• Location-based metadata defaults
• Metadata navigation
• Site Based eDiscovery
SharePoint 2013
• SharePoint 2010 features, plus:
• Site Retention• Site Mailboxes
![Page 12: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/12.jpg)
Demo: Document Retention
• Add a retention stage
• Set the rules
![Page 13: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/13.jpg)
Demo: Site Retention
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Site Mailboxes
![Page 15: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/15.jpg)
Records Management in SharePoint
![Page 16: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/16.jpg)
Records Management
Identifying, classifying, archiving, preserving, & destroying records according to a set of pre-defined standards
Create
Collaborate
Review
Approve
Publish/ Declare
Expire
Archive/ Destroy
Document Life Cycle
![Page 17: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/17.jpg)
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
![Page 18: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/18.jpg)
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
![Page 19: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/19.jpg)
Records Management in SharePoint
SharePoint 2010
• ECM Capabilities plus:
• In-Place Records
• Record Center
• Site-based eDiscovery and Holds
SharePoint 2013
• ECM and 2010 capabilities, plus:
• Cloud Parity
![Page 20: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/20.jpg)
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
![Page 21: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/21.jpg)
eDiscovery Process Flow
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Wrap Up
• SharePoint Document Management Capabilities• Records Management in SharePoint
Questions?
![Page 23: July 9, 2014 SharePoint and Records Management Chris Bayot Hawai`i Regional Manager Senior Solutions Consultant.](https://reader035.fdocuments.us/reader035/viewer/2022062320/56649cbe5503460f94984293/html5/thumbnails/23.jpg)
Mahalo!www.synergyonline.com