Records management in sharepoint 2010

Many of you might remember me from the Records management in sharepoint 2010 recman blog. When combined with the integrated e-mail archiving, retention, and discovery capabilities of ExchangeI think you'll see the wave as a breakout release for Microsoft's records management strategy.

This allows records to be easily referenced by an ID no matter where the document moves. In addition to adding these traditional records management features to our archive, as product designers we made a big bet on the power of metadata to dive 21st century electronic records management.

IT personnel to implement the systems that efficiently support records management. Note that some of the documents have locks, implying to the user that they are dealing with records.

Introducing Records Management in SharePoint 2010

Records managers and compliance officers to categorize the records in the organization and to run the records management process. When the add-in installs, it creates a document library called IPRTest. Determines how active documents that will become records should be handled while they are being used, and determines how they should be collected after they are declared to be records.

Researches and implements technological solutions and business processes to help ensure that the organization complies with its records management obligations in a cost-effective and non-intrusive way.

Introducing Records Management in SharePoint 2010

Learn about records management and the records management planning process in SharePoint Server. A site column defines an item of metadata that can be associated with a content type, list, or library. Designating a secondary site collection administrator is a best practice to ensure that someone can manage the site collection when a primary site collection administrator is not present.

The Record Center site template is still available. Determines in what manner and for how long each record type should be retained to meet legal, business, or regulatory requirements. This bet on metadata is all about empowering the end user, thus increasing the chance of successful adoption of the RM system.

Holds with discoveryaudit and file-plan reports are also new or improved functionality to better control your records. A records management system includes the following elements: Transferring records to other organizations Issue At some point one or more of and organizations records will be need to be transferred to another organization or 3rd party.

A file plan that indicates, for each kind of record in the enterprise, where they should be retained as records, the policies that apply to them, how long they must be retained, how they should be disposed of, and who is responsible for managing them. On the Content Type page, click Information management policy settings.

For Windows Server R2: A content analysis that describes and categorizes content in the enterprise that can become records, that provides source locations, and that describes how the content will move to the records management application.

This allows certain SharePoint documents or blogs, wikis, web pages, and list items to be declared records. Features such as Remote Blob Storage, database query optimizations, internal timer job processing improvements, new database indexing strategies and other engineering initiatives enable us to make a great leap forward this release and allow our customers to have: On the Create Site Collection page, in the Web Application section, if the web application in which you want to create the site collection is not selected, click the down arrow.

ItemCheckedIn,sharePointVersion ; if! You can generate a customized audit report about an individual record. On the Central Administration website, in the Application Management section, click Create site collections.

Plan compliance for social content If your organization uses social media such as blogs, wikis, or My Sites, determine how this content will become records. A content analysis that describes and categorizes content in the enterprise that can become records, that provides source locations, and that describes how the content will move to the records management application.

Functionality like Holds, File-plan and other Records management features will be covered in later posts. Type a label height in inches in the Height box and a label width in inches in the Width box.

Select the experience version if you want the site collection to look and run like a site collection in SharePoint Server. Create Content Organizer rules I added rules by selecting: Plan compliance reporting and documentation To verify that your organization is performing its required records management practices, and to communicate these practices, you should document your records management plans and processes.

After all, as Jim discussedrecords management is a key component of our ECM strategy. With our partners on the SharePoint blogwe are looking forward to showing more details on the new scale targets and performance profiles for deployments at this scale over the coming months.

The most interesting feature, I think, is In-Place Records management info at the end of this post which makes it possible to declare documents as records without moving them to a Records Center. This manifests itself in several ways in the SharePoint archive:Before you implement records management, it is recommended that you first create a records management plan for your organization.

In SharePoint Online, you can create a Records Center site from your top level SharePoint site.

Introduction to the Records Center

Click + Create site, then start at step 4 below. Records management in SharePoint implications and issues Last updated 28 November Page 4 of 13 1 Introduction The use of SharePoint (SP) to support records management poses challenges for government departments.

The National Archives has conducted a review to understand the implications of using SP for records management. Sep 21,  · Thank you for your valuable information. Is it possible to customize the functionlities not available OOB with SharePoint Records Management to support ISO.

Sep 21,  · Out of the box SharePoint does not meet ISO standard. ISO defines Records Management as “a field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including processes for capturing and maintaining evidence of and information about business activities and transactions in the form of.

The following is a preview of the records management planning process: Identify records management roles Successful records management requires specialized roles, such as the following: Records managers and compliance officers to categorize the records in the organization and to run the records management process.

Summary: Learn about records management and the records management planning process in SharePoint Server. A record is a document or other electronic or physical entity in an organization that serves as evidence of an activity or transaction performed by the .

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Records management in sharepoint 2010
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