DEEP DIVE WORKSHOP: RECORDS MANAGEMENT IN SHAREPOINT Mile High Denver ARMA Chapter Meeting February 19, 2013

Size: px
Start display at page:

Download "DEEP DIVE WORKSHOP: RECORDS MANAGEMENT IN SHAREPOINT 2010. Mile High Denver ARMA Chapter Meeting February 19, 2013"

Transcription

1 DEEP DIVE WORKSHOP: RECORDS MANAGEMENT IN SHAREPOINT 2010 Mile High Denver ARMA Chapter Meeting February 19, 2013

2 Introductions Planet Technologies - a global leader in Microsoft technologies Six time Microsoft Federal Partner of the Year Three time Microsoft State and Local Partner of the Year DOI BPA for SharePoint Services State of Colorado BPA for SharePoint Services State Government Agencies Institutes of Higher Ed Local Agencies

3 Introductions Current Public Sector Customers CDPS, CDPHE, CSU, FWS, BLM, NREL, MHCD, RM team has 10 local SharePoint experts Jen Dodd Craig Marshall Michael Van Cleave

4 Jen Dodd MCITP SharePoint 2010, MOSS 2007, WSS 3.0 MCT Microsoft Certified Trainer Specializing in Infrastructure Design, Composite Solutions, End User Training and Information Organization

5 Craig Marshall MCITP SharePoint 2010, MOSS 2007, WSS 3.0 CDIA Certified Document Imaging Architect OpenText edocs Certified Extensive knowledge in DM and RM Areas

6 Michael Van Cleave MCITP SharePoint 2010, MOSS 2007, WSS 3.0 MCT Microsoft Certified Trainer SharePoint Architect, Developer and all-around smart guy!

7 What about you? Audience Who is here? Records Managers, IT Pros, SharePoint enthusiasts Environment What are you using? SharePoint Version? Other Software Tools? Offsite storage? Cloud tools or storage? Experience Level Beginner, Intermediate, Advanced? Organization Type Fed, SLG, Commercial, Education, Non-profit, Research Organization Size Small (1-500), Medium (500-10,000), Large (10,000+)

8 Schedule 09:30a-10:15a Implementation Part 1: Administration, Sites, SP In-Place versus Archive Records, Legal Holds 15 min. Break 10:30a-11:45a Implementation Cont: Administration, Sites, SP In-Place vs Archive Records, Legal Holds, 15 min. Break/Grab box lunch to bring back to places 12:00p-01:00p Case Studies and Best Practices

9 Goals for today Open Discussion about the Pros and Cons of Records Management in SharePoint SharePoint vs. other systems (we are not here to try to convert you to believing in SharePoint) However, in the absence of any system, we would encourage you to consider SharePoint. We are not Records Managers, rather SharePoint experts Case Studies

10 What is Records Management?

11 What is a Record? From the Planet perspective, based on work we do with our clients: 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 organization A record requires retention for some time period

12 What Was New in 2010?

13 What is New in SP 2013? Site-based retention Compliance features have been extended to sites. You can create and manage retention policies in SharePoint Server 2013, and the policies will apply to SharePoint sites and any Exchange Server 2013 team mailboxes that are associated with the sites. Project owner creates site Selects appropriate policy template Invites team member to join Content receives correct retention policies When work is completed, project owner closes project After specified time, project expires and is deleted

14 What is New in SP 2013? ediscovery SharePoint ediscovery Center SharePoint inplace holds SharePoint ediscovery export Enterprise-wide ediscovery Site Template that creates a Portal for discovery cases Content that is put on hold is preserved, but users can still change it The state of the content at the time of preservation is recorded Export the results of an ediscovery search for later import into a review tool Centrally managed ediscovery across multiple SharePoint farms, Exchange servers and file shares

15 SharePoint Concepts Term Store Content Types Record Center/Libraries Content Organizer Information Management Policies

16 Term Store Provides support for the implementation of formal taxonomies through managed terms Consists of terms and term sets Term - a specific word or phrase Managed Terms - pre-defined and organized into a hierarchical term set Enterprise keywords - organized into a single, non-hierarchical term set

17 Term Store Term sets can be Local or Global Local - created within the context of a site collection Global - available for use across all sites Can be closed or open Closed - users cannot add new terms to them Open - users can add new terms Managed Metadata Column column type that can be added to lists or libraries so that site users or content owners can select values from a specific term set of managed terms and apply them to content

18 Term Store Enterprise Keywords column a column that you can add to content types, lists, or libraries to enable users to tag items with words or phrases that they choose. It is a multi-value column by default. Social Tags words or phrases that site users can apply to content on a SharePoint site to help them categorize information in ways that are meaningful to them

19 Term Store Tagging the act of applying metadata to an item, whether it s managed metadata or a social tag

20 Term Store

21 Managed Metadata Managed metadata makes it possible to use managed metadata and share content types across site collections and web applications A managed metadata service publishes a term store and content types Do this by creating a new managed metadata service and specifying a site collection as the content type hub The content type information shared are columns, workflow associations, and policies A managed metadata connection consumes these Can create multiple managed metadata services but each must specify a different term store.

22 Managed Metadata Configuration Options: Default keyword location Whether to store new keywords in the keyword set in the term store associated with this managed metadata service Default term set location Whether to store the term sets for new managed metadata site columns in this managed metadata service s term store Use content types Do you make content types available to users of sites in this web application? (Available only if the service has a hub defined to share content types) Push-down Content Type Publishing updates from the Content Type Gallery to sub-sites and lists using the content type Whether to update existing instances of the changed content types in sub-sites and libraries

23 Managed Metadata To create a connection to a managed metadata service: Know the URL of the service. For cross-farm connection, there must be a trust relationship between the farm where the service runs and the farm where the connection runs Permission granted to the application pool account of the web application where the connection is created

24 Managed Metadata Sample of managed metadata infrastructure

25 SharePoint Concepts Term Store Content Types Record Center/Libraries Content Organizer Information Management Policies

26 Content Types A content type is a reusable group of settings for a category of content. Used to manage the metadata, document templates, and behaviors of items and documents consistently Defined at the site level and used on lists and libraries Enable organizations to organize, manage, and handle content in a consistent way across a site collection.

27 Content Types Example: all documents available to the public require a specific set of metadata Create a Content Type called Work Order with required metadata columns Add an approval workflow that routes the document through the required approval process Attach the Content Type to the appropriate document libraries to ensure that any document that is made available to the public has gone through the appropriate approval process and has the required metadata associated with it.

28 Content Types

29 Content Types Can configure several settings: Columns (metadata) can be site columns Document templates - document content types only Custom New, Edit, and Display forms Workflows Custom Solutions or Features Information management policies Document Conversions There are also built-in content types that define OOB elements in SharePoint Owners group can modify content type for sites Content types can be set to read-only

30 Content Types Inheritance Content types organized in a hierarchy New site content types are based on parent content type Child site content types inherit from the parent Site content types are stored in groups By default, updates will apply according to inheritance rules

31 Content Type Hub Enables you to publish SharePoint content types across a farm We recommend that you create a separate site collection dedicated to creating and publishing content types

32 SharePoint Concepts Term Store Content Types Record Center/Libraries Content Organizer Information Management Policies

33 Record Center Site Create a separate Site Collection for ARCHIVING Records

34 Record Center Site But what if I need it within my Site Collection?

35 Record Libraries A Document Library with a Records Management slant What does it do? Automatic Declaration Enabled: ensures that any item that ends up in this library are declared as records Source of Retention is Library and Folders: Normally for a document library the source of retention is the Content Type but for a Records Library this has been changed to Library and Folders

36 Record Libraries How can it be enabled? By default it is enabled when you create a Records Center, but to enable it for other sites you need to enable the In Place Records Management feature on the Site Collection

37 In Place Records Lock down without an archive Documents Pages List items Declare Records in Bulk Can Separate Retention Policies Integration with Workflows

38 Archive vs. In Place

39 Resource Differences

40 SharePoint Concepts Term Store Content Types Record Center/Libraries Content Organizer Information Management Policies

41 Content Organizer Site level features that make it easier for administrators and users to classify, route, and store You can base routing decisions on content types, or by analyzing metadata to make complex document management decisions defined by the content steward or Records Manager

42 Content Organizer Once a document is uploaded, based on the document's metadata, Content Organizer can route the document to a specified folder or automatically create a new folder New folders will inherit settings from the parent folder New folders can then also have additional rules that define additional parameters such as permissions, default metadata, retention policies, and workflows that the documents in them will inherit

43 Content Organizer Settings Redirect Users to the Drop Off Library: specifies that users are redirected to the Drop Off Library when uploading content in a site that has one or more content organizer rules applied Sending to Another Site: rules can be created to redirect uploads in the current site to be sent to another site that also has the Content Organizer Feature activated Folder Partitioning: Subfolders will be created when a specified number of items in a folder is exceeded

44 Content Organizer Settings Duplicate Submissions: specifies whether to use SharePoint versioning or append unique characters to the end of duplicate file names Rule Managers: specifies users or groups that can create rules and respond to and manage uploaded content that do not match any rule Submission Points: This non-configurable setting provides Web service and URL, and an address that you can use to set up other sites or messaging to send content to the site. (When creating a new Send To location in Central Administration, this is the service URL that you specify as the destination for files submitted to the Send-To location)

45 Content Organizer Activation On the Site Settings page, under Site Action, click Manage site features On the Features page, for Content Organizer, click Activate After the Content Organizer Feature is activated, you can create metadata based rules to move submitted content to a library or folder

46 SharePoint Concepts Term Store Content Types Record Center/Libraries Content Organizer Information Management Policies

47 Information Management Policies What is it? Auditing Logs events on content Retention Stages workflow Labels List items, Printed copies Barcodes Code 39 standard Custom Print restrictions

48 Information Management Policies Continued Auditing Setup Policy Setup Policy Labels Bonus time Site collection audit settings

49 Retention Setup Policy Information Management Policies Continued

50 Barcodes Setup Policy Information Management Policies Continued Example document

51 Information Management Policies Continued Applying Policies to lists

52 Disposition Disposition Approval Workflow Creates a task that determines what action to take on an item that is a candidate for deletion or disposition. Useful when configured in conjunction with information policies. Multi Stage Dispositions Available Dispositions: Move to recycle bin Permanently delete Transfer to another location

53 Litigation and ediscovery Primary focus should be on up front preparation Appropriately enforced retention policies Configure the system to track appropriate actions (auditing) Leverage existing search technology during discovery process

54 Who is Ultimately Responsible for RM? Corporate compliance officers Records managers Lawyers

55 Records Management Systems Content Analysis File Plan Compliance Requirements Method for Collecting Records Method for Auditing Records Method for Capturing Metadata Process for Holds Monitoring and Reporting

56 Records Management Planning Identify specific records management roles Records managers and compliance officers to categorize the records in the organization and to run the records management process IT personnel to implement the support systems Content managers to find where organizational information is kept and ensure management practices are kept

57 Records Management Planning Analyze organizational content Survey document usage to determine which documents and other items can become records Develop a file plan Describe the kinds of items the enterprise acknowledges to be records, where they are stored, describe their retention periods Develop retention schedules Evaluate and improve document management practices

58 Records Management Planning Design the records management solution Plan how content becomes records Plan integration Plan compliance for social content Plan compliance reporting and documentation

59 File Plan A File Plan: Describes the kinds of items that are records Describes broader categories of records Indicates where records are stored Describes retention periods for records Identifies who is responsible for managing types of records

60 Sample File Plan

61 Identifying Records Understand legal obligations and business needs Analyze how active documents are used List the kinds of documents that should become records Categorize the records and find trends in use or treatment

62 Sample Records Plan

63 Converting Documents to Records - Techniques Manually declare a document to be a record Define a policy that declares a document to be a record or sends a document to a Records Center site at a specified time Create a workflow Use a custom solution that is based on the SharePoint object model

64 Manually Creating Records In-place records management allows users to explicitly declare a document a record by editing compliance details. If a connection to a Records Center site was created, users can manually send documents to the Records Center site by using the Send to command. Not a practical large-scale solution

65 Defining a Policy to Declare Records Specifies actions to take on documents at certain points in time (automatically) Two policy actions relating to managing records: Transferring a document to another location Declaring a document to be a record Your policy can have multiple stages If in-place records management is enabled for a site, the site can contain both active documents and records. You can specify different retention policies for each.

66 Creating a Workflow to Declare a Record Add an action to send an item to a repository Use the SharePoint object model to create a custom workflow that copies files to the Records Center site.

67 Using a Custom Solution to Declare a Record Use objects in the Microsoft.Office.RecordsManagement.OfficialFile WSProxy namespace to send content from other data sources to the Records Center site More Info: SharePoint Server 2013 Software Development Kit (http://go.microsoft.com/fwlink/p/?linkid=259788)

68 Completing a Records Plan Ask yourself: Is compliance enforced or voluntary? Can you depend on the cooperation of your users? Have you created suitable training & monitoring? Where will content be stored? Are you maintaining physical content? This may require unique planning

69 SharePoint vs. Other Systems Where they came from: - SP came from collaboration background - Old school vs. New school Where they are going: - SP allows different approaches to RM - Lifecycle management

70 Real World RM in SharePoint Planning and Governance Most Important Part Content Lifecycle Sites, libraries, documents, lists In-place Records vs. Record Center Content types Managed metadata File Plans To Folder or not to Folder?!? To Content Organizer or not to Content Organizer?!? Retention anyone?!?! IMPs!

71 Case Studies USDA Towers Watson DuPage Medical Group

72 Case Study: USDA USDA Agriculture Marketing Service (AMS): Marketing of US Agricultural Products (e.g., Milk Mustache promotion, beef grading, organic certification) employees Needed solution to manage: grading services market news reporting school lunch purchase programs national organic program to support U.S. producers, processors, and consumers

73 Case Study: USDA Types of Documents: Word, Excel, PowerPoint Previous Solution: Could create paper copy & file it as a record Difficult to manage, inefficient Difficult to access records Special Circumstances: Heavy legal obligations for document management Financial constraints Desire to work within current platform for intranet & extranet (SharePoint Server 2007)

74 Case Study: USDA Solution: SharePoint Server 2010 Had OOB capabilities such as retention policies, legal holds, managed metadata, which would keep costs down Submit documents right from Word, Excel, & PowerPoint Used Visual Studio & SharePoint Designer to create & implement a custom Records Management ribbon in the Office Suite (coupled with similarly-styled web-based web part in SharePoint)

75 Case Study: USDA Solution: Designated program areas to use as metadata (e.g., cotton & tobacco, dairy, fruits & vegetables) Metadata will automatically route record to appropriate location Security: Custom RM ribbon in Office validates user s credentials against Active Directory. Validation prepopulates tab with user information (e.g., level of access) Allows for record filing in appropriate site & category Record access also validated Retention policies automatically applied to records Ensures regulatory compliance

76 Case Study: Towers Watson Towers Watson: Global professional services company through effective people, risk & financial management 14,000 associates globally Needed solution to manage: Financial, legal, & personal documents

77 Case Study: Towers Watson Previous Solution: Custom solution in SharePoint Server 2007 called RecordsExcellence Special Circumstances: Security, auditing, and easy access are key Wanted more flexibility in tagging & searching via terms that made sense to users Wanted reduced customization in the application to reduce maintainance

78 Case Study: Towers Watson Solution: SharePoint Server 2010 Had OOB capabilities, namely richer built-in search features Would reduce customization & hence management of solution Can access documents remotely, from anywhere Linked SharePoint to Microsoft Office Integrated RecordsExcellence into Office ribbon Users can add their own metadata that makes sense to them, but while maintaining taxonomy consistency through enterprise keywords/managed metadata Content Types allow IT staff to configure, control, and update content types in one location

79 Case Study: DuPage Medical Group DuPage Medical Group: Group of primary care facilities & physicians Needed solution to manage: All documents supporting a patient s record electronically Access by any clinician in the network Reduce amount of storage & courier costs of the transfer of paper records between clinical sites

80 Case Study: DuPage Medical Group Previous Solution: Paper records Special Circumstances: Solution must scale to meet the estimated 5,000,000 pages of documentation created each year Capture and store information originated in a paper form

81 Case Study: DuPage Medical Group Solution: SharePoint Server Capture SDK allowed scanning of paper documents directly into SharePoint During same process tagged document with metadata from Epic Healthcare System Knowledge Lake Viewer allows clinicians to view documents stored in SharePoint through their current Interface (called Epic), which reduced the need for end-user training

82 Considerations for Using SharePoint for RM No DoD certification May not meet your standards for compliance Left up to partners to develop extensions & add-ons In-place records management Good for conserving maximum file space Might not be best for organizations needing separate, remote archive Enhanced tools for Records Management Can view compliance details for documents Features not 1 to 1 with previous versions of SharePoint Disparity may be significant or insignificant depending on the features you have used Recreating RM in a new platform can be cumbersome More value may lie in keeping your current platform Multiple layers or platforms of records management may increase confusion

83 Considerations for Using SharePoint for RM If evaluating using SP for RM, consider these practices: Integrating records management into SharePoint from a native ECM system No need to abandon an adequate system Experienced users can still use native interface, other users can live in SharePoint while maintaining the back-end retention benefits of the native platform. Recreate SharePoint retention policies and holds on SharePoint driven content, while retaining ECM-driven records management over content stored in the ECM repository. Archive SharePoint content to the ECM system once it qualifies as a record. Using content management platforms (e.g., Documentum, eroom, edocs, LiveLink, HP TRIM, Vignette, FileNet, or WorkSite) plus SharePoint = you can create your own content management roadmap according to your specific needs

84 Considerations for Using SharePoint for RM Is the governance of the collaboration site appropriate for managing records? Are there regulatory requirements that require records separate from active documents? Should the administrator of a collaboration site be trusted to manage a site that contains records? How long will the collaboration site be in use? Does this work with the retention of your records? Will the project members need frequent access to the documents after the documents have become records? Are records managers responsible for only records, or are they responsible for all information, regardless of whether it is active or a record?

85 Best Practices Governance covers ALL content Retention Process is Defined and Enforced Communication and Training is in Place Compliance Monitoring is in Place Automated Destruction Process and Destruction Logs Enterprise Information Lifecycle Model

86 In Summary Tons of options in SharePoint Planning is Key

87 Thank You!

Document Management and Records Management in SharePoint 2013. Scott Jamison

Document Management and Records Management in SharePoint 2013. Scott Jamison Document Management and Records Management in SharePoint 2013 Scott Jamison Chief Architect & CEO Digital Asset Management Document Imaging Workflow Document Management Records Management

More information

Records Management 101

Records Management 101 Records Management 101 Tiffany Songvilay #SPSBurgh @officeovereasy 1 Agenda What is Records Management? Out-of-the-box solutions Centralized vs. in-place debate What s new in 2013 2 Who is Tiffany Songvilay?

More information

Kit Rowley. Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif. Plan content types. Plan content types

Kit Rowley. Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif. Plan content types. Plan content types Kit Rowley Subject: Content type and workflow planning (SharePoint Server 2010) Attachments: image001.gif Content type and workflow planning (SharePoint Server 2010) Published: May 12, 2010 This article

More information

Introduction to Records Management in SharePoint 2013

Introduction to Records Management in SharePoint 2013 Introduction to Records Management in SharePoint 2013 Real World tips and tools to build out your SharePoint 2013 Records Management System Noorez Khamis @nkhamis http://www.khamis.net March 10 th, 2015

More information

Records Management and SharePoint 2013

Records Management and SharePoint 2013 Records Management and SharePoint 2013 SHAREPOINT MANAGEMENT, ARCHITECTURE AND DESIGN Bob Mixon Senior SharePoint Architect, Information Architect, Project Manager Copyright Protected by 2013, 2014. Bob

More information

Enterprise Content Management with Microsoft SharePoint

Enterprise Content Management with Microsoft SharePoint Enterprise Content Management with Microsoft SharePoint Overview of ECM Services and Features in Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0. A KnowledgeLake, Inc. White

More information

Record Management in SharePoint

Record Management in SharePoint Record Management in SharePoint JULY 2013 (please consult http://www.katprotech.com/whitepapers for the latest version of this paper) ABOUT KATPROTECHNOLOGIES: Katpro Technologies is an advanced technology

More information

SharePoint 2013 for Business Process Automation

SharePoint 2013 for Business Process Automation SharePoint 2013 for Business Process Automation Course Number: 12966 Category: SharePoint Duration: 3 Days Course Description This three-day instructor-led course teaches business professionals how to

More information

The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION

The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION The Core Pillars of AN EFFECTIVE DOCUMENT MANAGEMENT SOLUTION Amanda Perran 6 Time MVP Microsoft SharePoint Server Practice Lead, SharePoint - Plato vts Microsoft Co-Author of Beginning SharePoint 2007

More information

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint Archive Services for SharePoint Provides the configurable environment for archiving files and folders from one or more work-in-progress repositories (provided by WSS or MOSS) and transferring them to the

More information

The Webcast will begin at 1:00pm EST. www.gig-werks.com

The Webcast will begin at 1:00pm EST. www.gig-werks.com SharePoint 2013 & SharePoint Online Security, Compliance & ediscovery The Webcast will begin at 1:00pm EST Today s Presentation: Introduction & About Gig Werks Gig Werks Experience with SharePoint Office

More information

SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group

SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group SharePoint Term Store & Taxonomy Design Harold Brenneman Lighthouse Microsoft Technology Group Lighthouse Computer Services, All rights reserved Harold Brenneman Consulting Manager MBA, focusing on the

More information

Extending SharePoint 2013 for Email Management

Extending SharePoint 2013 for Email Management Extending SharePoint 2013 for Email Management Enhance baseline SharePoint Site Mailbox functionalities and broaden the enterprise content management (ECM) capability of SharePoint SharePoint 2013 has

More information

Implementing and Administering an Enterprise SharePoint Environment

Implementing and Administering an Enterprise SharePoint Environment Implementing and Administering an Enterprise SharePoint Environment There are numerous planning and management issues that your team needs to address when deploying SharePoint. This process can be simplified

More information

A brief introduction on SharePoint

A brief introduction on SharePoint A brief introduction on SharePoint Raizel Consulting 11/09/2007 SharePoint is an enterprise information portal, from Microsoft, that can be configured to run Intranet, Extranet and Internet sites. SharePoint

More information

SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led

SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led Course Description Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect

More information

ENTERPRISE CONTENT MANAGEMENT. Which one is best for your organisation?

ENTERPRISE CONTENT MANAGEMENT. Which one is best for your organisation? ENTERPRISE CONTENT MANAGEMENT Which one is best for your organisation? INFORMATION MANAGEMENT Information management environments are comprised of legacy information resident in line of business applications,

More information

Livelink ECM edocs Suite Roadmap

Livelink ECM edocs Suite Roadmap Livelink ECM edocs Suite Roadmap Wednesday October 24 th,2007 Larry Roy Director, Product Management edocs Suite Open Text Corporation John Lee Director, Product Management Legal Solutions Open Text Corporation

More information

UOFL SHAREPOINT ADMINISTRATORS GUIDE

UOFL SHAREPOINT ADMINISTRATORS GUIDE UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...

More information

Document Management & Workflow

Document Management & Workflow New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management Issues

More information

Enterprise Records Management in SharePoint and Office 365

Enterprise Records Management in SharePoint and Office 365 Enterprise Records Management in SharePoint and Office 365 Today s Presentation: Introduction & About Gig Werks SharePoint 2013 ECM & Records Management Advantages to 3rd Party Applications About RecordPoint

More information

Laserfiche. and SharePoint Integration. Your potential, realized. Learn More Inside. Include imaged documents in collaborative processes.

Laserfiche. and SharePoint Integration. Your potential, realized. Learn More Inside. Include imaged documents in collaborative processes. Laserfiche and SharePoint Integration Your potential, realized. With the Laserfiche and SharePoint Integration components included with Laserfiche Web Access, Laserfiche s industry-leading document imaging

More information

Cabarrus County SharePoint Governance

Cabarrus County SharePoint Governance Cabarrus County SharePoint Governance Table of Contents Table of Contents... 2 Document Control... 3 Executive Summary... 3 Strategic Goals... 3 Roles and Responsibilities... 3 Operations and Support...

More information

Turning Your SharePoint Intranet Into a Productivity Center. 2015 Nonprofit Technology and Communications Conference

Turning Your SharePoint Intranet Into a Productivity Center. 2015 Nonprofit Technology and Communications Conference Turning Your SharePoint Intranet Into a Productivity Center 2015 Nonprofit Technology and Communications Conference Donald Donais Avtex Consulting Solutions Architect for SharePoint ddonais@avtex.com Blog

More information

Configuring SharePoint 2013 Document Management and Search. Scott Jamison Chief Architect & CEO Jornata scott.jamison@jornata.com

Configuring SharePoint 2013 Document Management and Search. Scott Jamison Chief Architect & CEO Jornata scott.jamison@jornata.com Configuring SharePoint 2013 Document Management and Search Scott Jamison Chief Architect & CEO Jornata scott.jamison@jornata.com Configuring SharePoint 2013 Document Management and Search Scott Jamison

More information

SHAREPOINT 2016 POWER USER BETA. Duration: 4 days

SHAREPOINT 2016 POWER USER BETA. Duration: 4 days SHAREPOINT 2016 POWER USER BETA Duration: 4 days Overview This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan

More information

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world Collaboration Michael McCabe Information Architect mmccabe@gig-werks.com black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at

More information

C2C ArchiveOne & Microsoft Exchange Server 2013

C2C ArchiveOne & Microsoft Exchange Server 2013 A Feature Comparison for Email Archiving Microsoft continues to add features to its Exchange platform in response to customer feedback. But do these features meet the needs of customers for sophisticated

More information

SharePoint 2013: Key feature improvements

SharePoint 2013: Key feature improvements E-001 SharePoint 2013: Key feature improvements nonlinear enterprise is the enterprise collaboration and communication technology division of nonlinear creations. Relying on our Enterprise Performance

More information

RecordPoint Overview

RecordPoint Overview RecordPoint Overview About RecordPoint Experts in Information Management on Microsoft Microsoft Gold Certified in 8 competencies Developing SharePoint Records Management software and solutions since 2003

More information

Reduce Cost, Time, and Risk ediscovery and Records Management in SharePoint

Reduce Cost, Time, and Risk ediscovery and Records Management in SharePoint Reduce Cost, Time, and Risk ediscovery and Records Management in SharePoint David Tappan SharePoint Consultant C/D/H davidt@cdh.com Twitter @cdhtweetstech Don Miller Vice President of Sales Concept Searching

More information

No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio 55048A; 3 Days, Instructor-led

No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio 55048A; 3 Days, Instructor-led Lincoln Land Community College Capital City Training Center 130 West Mason Springfield, IL 62702 217-782-7436 www.llcc.edu/cctc No-Code SharePoint 2013 Workflows with SharePoint Designer 2013 and Visio

More information

2007 to 2010 SharePoint Migration - Take Time to Reorganize

2007 to 2010 SharePoint Migration - Take Time to Reorganize 2007 to 2010 SharePoint Migration - Take Time to Reorganize by Mark Klinchin CTO, MetaVis Technologies May 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction

More information

SharePoint and Records Management

SharePoint and Records Management May 19-22, 2014, Toronto ON Canada SharePoint and Records Management Presented by Chris C. Bayot OM41 5/22/2014 1:15 PM - 2:15 PM The handouts and presentations attached are copyright and trademark protected

More information

Exchange Managed Folders versus SharePoint for Email Records Management

Exchange Managed Folders versus SharePoint for Email Records Management Exchange Managed Folders versus SharePoint for Email Records Management This white paper discusses Microsoft Exchange Managed Folders versus SharePoint for email records management. It offers several considerations

More information

USER GUIDE: MANAGING NARA EMAIL RECORDS WITH GMAIL AND THE ZL UNIFIED ARCHIVE

USER GUIDE: MANAGING NARA EMAIL RECORDS WITH GMAIL AND THE ZL UNIFIED ARCHIVE USER GUIDE: MANAGING NARA EMAIL RECORDS WITH GMAIL AND THE ZL UNIFIED ARCHIVE Version 1.0 September, 2013 Contents 1 Introduction... 1 1.1 Personal Email Archive... 1 1.2 Records Management... 1 1.3 E-Discovery...

More information

CONCEPTCLASSIFIER FOR SHAREPOINT

CONCEPTCLASSIFIER FOR SHAREPOINT CONCEPTCLASSIFIER FOR SHAREPOINT PRODUCT OVERVIEW The only SharePoint 2007 and 2010 solution that delivers automatic conceptual metadata generation, auto-classification and powerful taxonomy tools running

More information

Achieving Information Governance in SharePoint

Achieving Information Governance in SharePoint Achieving Information Governance in SharePoint Connecting SharePoint to your Information Governance Strategy April 4, 2013 Gimmal is a Solutions Company We extend the market-leading enterprise platforms

More information

Microsoft SharePoint and Records Management Compliance

Microsoft SharePoint and Records Management Compliance Microsoft SharePoint and Records Management Compliance White Paper Revision: 2 Date created: 20 February 2015 Principal author: Nigel Carruthers-Taylor, Principal, icognition Reference: 15/678 Summary

More information

Implementing SharePoint 2010 as a Compliant Information Management Platform

Implementing SharePoint 2010 as a Compliant Information Management Platform Implementing SharePoint 2010 as a Compliant Information Management Platform Changing the Paradigm with a Business Oriented Approach to Records Management Introduction This document sets out the results

More information

Document Management & Workflow

Document Management & Workflow New 2012 Guide! E-Records Institute SharePoint Governance: Leveraging MS SharePoint 2007/2010 for Document Management & Workflow Including Electronic Records Management, E- Discovery, Project Management

More information

Whitepaper. The ERP-Link Software Platform: Counterpart to Duet Enterprise

Whitepaper. The ERP-Link Software Platform: Counterpart to Duet Enterprise Whitepaper The ERP-Link Software Platform: Counterpart to Duet Enterprise Table of Contents 1 Introduction... 3 2 ERP-Link Suite for SharePoint and SAP... 3 3 Duet Enterprise... 5 3.1 CAPABILITIES... 5

More information

SharePoint Training DVD Videos

SharePoint Training DVD Videos SharePoint Training DVD Videos SharePoint 2013 Administration Intended for: Prerequisites: Hours: Enterprise Content Managers / Administrators Planners / Project managers None 16 hours of video + 18 hours

More information

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3

3 C i t y C e n t e r D r i v e S u i t e 7 0 0 S t. L o u i s, MO 6 3 1 4 1 w w w. k n o w l e d g e l a k e. c o m P a g e 3 The proposed solution utilizes Microsoft SharePoint as the foundation platform. Microsoft SharePoint is a powerful portal solution that provides a single point of access to people, teams, knowledge, and

More information

Microsoft SharePoint THE PLATFORM ENTERPRISES NEED

Microsoft SharePoint THE PLATFORM ENTERPRISES NEED Microsoft SharePoint THE PLATFORM ENTERPRISES NEED Presentation Outline Purpose of the Presentation The Right Team Introduction to SharePoint SharePoint as DMS SharePoint ac ECM SharePoint for Workflows

More information

Colligo Contributor File Manager 4.6. User Guide

Colligo Contributor File Manager 4.6. User Guide Colligo Contributor File Manager 4.6 User Guide Contents Colligo Contributor File Manager Introduction... 2 Benefits... 2 Features... 2 Platforms Supported... 2 Installing and Activating Contributor File

More information

Session Questions and Responses

Session Questions and Responses Product: Version: Topic: Audience: Updated: OpenText Email Filing, edocs Edition 4.3 Webinar Questions ILTA December 9, 2014 ILTA - Is Email Running Rogue? Leverage your DMS to Start Managing Your Email

More information

Colligo Email Manager 5.1. User Guide

Colligo Email Manager 5.1. User Guide 5.1 User Guide Contents Enterprise Email Management for SharePoint 2010 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 2 Managing SharePoint Sites 5 Adding

More information

Office 365 for the Information Governance and ediscovery Practitioner Part I: Office 365 Fundamentals

Office 365 for the Information Governance and ediscovery Practitioner Part I: Office 365 Fundamentals Office 365 for the Information Governance and ediscovery Practitioner Part I: Office 365 Fundamentals John P. Collins, JD, Director-Information Governance Solutions Three-Part Webinar Series: Office 365

More information

Streamline Enterprise Records Management. Laserfiche Records Management Edition

Streamline Enterprise Records Management. Laserfiche Records Management Edition Laserfiche Records Management Edition Streamline Enterprise Records Management Controlling your organization s proliferating paper and electronic records can be demanding. How do you adhere to records

More information

Microsoft Technology Practice Capability document. MOSS / WSS Building Portal based Information Worker Solutions. Overview

Microsoft Technology Practice Capability document. MOSS / WSS Building Portal based Information Worker Solutions. Overview Microsoft Technology Practice Capability document Overview Microsoft Office SharePoint Server (MOSS) and Windows SharePoint Services (WSS) facilitate rapid website creation that supports specific content

More information

Transform records management

Transform records management Brochure Transform records management HP Records Manager for information governance and global compliance Information is the new currency of business Many organizations recognize that corporate information

More information

ILM et Archivage Les solutions IBM

ILM et Archivage Les solutions IBM Information Management ILM et Archivage Les solutions IBM Dr. Christian ARNOUX Consultant Information Management IBM Suisse, Software Group 2007 IBM Corporation IBM Strategy for Enterprise Content Compliance

More information

Capstone for Records Management

Capstone for Records Management Capstone for Records Management Patrick Bland, Esq. ediscovery & Information Governance Specialist DLT Solutions Capstone for Records Management 1 DLT Solutions Company Background Provider of best of breed

More information

SharePoint 2010 Interview Questions-Architect

SharePoint 2010 Interview Questions-Architect Basic Intro SharePoint Architecture Questions 1) What are Web Applications in SharePoint? An IIS Web site created and used by SharePoint 2010. Saying an IIS virtual server is also an acceptable answer.

More information

SharePoint Governance: Planning, Strategy and Adoption

SharePoint Governance: Planning, Strategy and Adoption Thinking SharePoint? Think Jornata. SharePoint Governance: Planning, Strategy and Adoption Scott Jamison Managing Partner & CEO Jornata LLC scott.jamison@jornata.com About Scott Jamison CEO of Jornata,

More information

Getting Started with SharePoint: The Basics

Getting Started with SharePoint: The Basics Getting Started with SharePoint: The Basics A White Paper for IT Administrators AXCELER 600 Unicorn Park Drive Woburn, MA 01801 Ph: 866.499.7092 Fax: 781.287.0180 questions@axceler.com www.axceler.com

More information

ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE

ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE ThirtySix Software WRITE ONCE. APPROVE ONCE. USE EVERYWHERE. www.thirtysix.net SMARTDOCS 2014.1 SHAREPOINT CONFIGURATION GUIDE THIRTYSIX SOFTWARE UPDATED MAY 2014 Table of Contents Table of Contents...

More information

DIIMS Frequently Asked Questions

DIIMS Frequently Asked Questions General 1. What is DIIMS, and why do we need to use it? DIIMS (Digital Integrated Information Management System) is a corporate GNWT wide solution that enables the GNWT to gain better access and control

More information

The Power of Classifying in SharePoint 2010

The Power of Classifying in SharePoint 2010 The Power of Classifying in SharePoint 2010 by Agnes Molnar, Microsoft SharePoint MVP October 2010 Phone: (610)-717-0413 Email: info@metavistech.com Website: www.metavistech.com Introduction As a Microsoft

More information

Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com

Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com Global Headquarters: 5 Speen Street Framingham, MA 01701 USA P.508.872.8200 F.508.935.4015 www.idc.com W H I T E P A P E R L e v e r a g e R e c o r d s M a n a g e m e n t B e s t P r a c t i c e s t

More information

Developing an Effective Email Management Solution in SharePoint

Developing an Effective Email Management Solution in SharePoint Developing an Effective Email Management Solution in SharePoint Introduction - The Case for SharePoint Email management is a critical requirement for many organizations today, however deploying and supporting

More information

Web Made Easy. Planning Session

Web Made Easy. Planning Session Web Made Easy Planning Session All good websites come from a good plan. Sounds redundant, but it's true. If you want to create a good and solid website, you need a good and solid plan. On a piece of notebook

More information

Business 360 Online - Product concepts and features

Business 360 Online - Product concepts and features Business 360 Online - Product concepts and features Version November 2014 Business 360 Online from Software Innovation is a cloud-based tool for information management. It helps you to work smarter with

More information

Content Lifecycle and Records Management in SharePoint for Legal

Content Lifecycle and Records Management in SharePoint for Legal Content Lifecycle and Records Management in SharePoint for Legal Today s Presentation Will Cover: About Gig Werks SharePoint 2013 Overview New ECM Features and Functionality in SharePoint 2013 About Collabware

More information

My Documentum. Personal Access to Documentum from Everyday Applications. Copyright 2009 EMC Corporation. All rights reserved.

My Documentum. Personal Access to Documentum from Everyday Applications. Copyright 2009 EMC Corporation. All rights reserved. My Documentum Personal Access to Documentum from Everyday Applications 1 My Documentum Family Information Content Management Challenges Using Common Business Applications Compliance Difficulty adhering

More information

2.0. Quick Start Guide

2.0. Quick Start Guide 2.0 Quick Start Guide Copyright Quest Software, Inc. 2007. All rights reserved. This guide contains proprietary information, which is protected by copyright. The software described in this guide is furnished

More information

ECM+ Maturity Model. Defining the corporate benchmark against best practices

ECM+ Maturity Model. Defining the corporate benchmark against best practices ECM+ Maturity Model Defining the corporate benchmark against best practices Michael Elkins CM Mitchell Consulting 6200 S. Syracuse Way, Suite 125 Greenwood Village, CO 80111 Phone: (303) 526-2796 www.cm-mitchell.com

More information

rpaf KTl Pen source Alfresco 3 Records Management Comply with regulations and secure your organization's records with Alfresco Records Management

rpaf KTl Pen source Alfresco 3 Records Management Comply with regulations and secure your organization's records with Alfresco Records Management Alfresco 3 Records Management Comply with regulations and secure your organization's records with Alfresco Records Management Dick Weisinger rpaf KTl Pen source I I /t V»» IV I I community experience distilled

More information

SharePoint 2010 End User - Level II

SharePoint 2010 End User - Level II Course Outline Module 1: Overview A simple introduction module. Understand your course, classroom, classmates, facility and instructor. Module 2: Server Site Definitions In this module we will explore

More information

Legal Matter Task Management & Reporting in SharePoint and Office 365

Legal Matter Task Management & Reporting in SharePoint and Office 365 Legal Matter Task Management & Reporting in SharePoint and Office 365 Why Gig Werks Be it in the Cloud with Office 365 or on premise, Gig Werks has delivered targeted and focused business solutions for

More information

MS-55052: SharePoint 2013 End User Level II

MS-55052: SharePoint 2013 End User Level II MS-55052: SharePoint 2013 End User Level II Description This 3-day Instructor led course Explore several advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions

More information

The Phoenix Corporate Legal Suite. Efficient Document, Email, and Matter Management for Law Departments and In-house Counsel

The Phoenix Corporate Legal Suite. Efficient Document, Email, and Matter Management for Law Departments and In-house Counsel The Phoenix Corporate Legal Suite Efficient Document, Email, and Matter Management for Law Departments and In-house Counsel The Phoenix Corporate Legal Suite empowers your teams with: Document and Email

More information

Michael Noel. Colin Spence. SharePoint UNLEASHED. 800 East 96th Street, Indianapolis, Indiana 46240 USA

Michael Noel. Colin Spence. SharePoint UNLEASHED. 800 East 96th Street, Indianapolis, Indiana 46240 USA Michael Noel Colin Spence SharePoint 2013 UNLEASHED 800 East 96th Street, Indianapolis, Indiana 46240 USA Table of Contents Introduction 1 Part I Planning for and Deploying SharePoint Server 2013 1 Introducing

More information

SharePoint 2010 ECM Migration Considerations. White Paper December 2010. SharePoint 2010 Adoption Best Practices White Paper Page 1

SharePoint 2010 ECM Migration Considerations. White Paper December 2010. SharePoint 2010 Adoption Best Practices White Paper Page 1 SharePoint 2010 ECM Migration Considerations White Paper December 2010 SharePoint 2010 Adoption Best Practices White Paper Page 1 DISCLAIMER The information contained in this document represents the current

More information

Working with Structured Data in Microsoft Office SharePoint Server 2007 (Part1): Configuring Single Sign On Service and Database

Working with Structured Data in Microsoft Office SharePoint Server 2007 (Part1): Configuring Single Sign On Service and Database Working with Structured Data in Microsoft Office SharePoint Server 2007 (Part1): Configuring Single Sign On Service and Database Applies to: Microsoft Office SharePoint Server 2007 Explore different options

More information

Exploring SharePoint 2013 and Improving Your Business Applications

Exploring SharePoint 2013 and Improving Your Business Applications Exploring SharePoint 2013 and Improving Your Business Applications Connecting systems and users with the information they need Presented by: Brett Pitstick, Senior SharePoint Consultant My Background SharePoint

More information

Managing Documents with SharePoint 2010 and Office 2010

Managing Documents with SharePoint 2010 and Office 2010 DMF Adds Value in 10 Ways With its wide-ranging improvements in scalability, functionality and managability, Microsoft SharePoint 2010 provides a much stronger platform for document management solutions.

More information

Colligo Email Manager 6.0. Connected Mode - User Guide

Colligo Email Manager 6.0. Connected Mode - User Guide 6.0 Connected Mode - User Guide Contents Colligo Email Manager 1 Benefits 1 Key Features 1 Platforms Supported 1 Installing and Activating Colligo Email Manager 2 Checking for Updates 3 Updating Your License

More information

SharePoint 2013 Fundamentals Workshop

SharePoint 2013 Fundamentals Workshop SharePoint 2013 Fundamentals Workshop Table of Contents KEY TERMINOLOGY 4 NAVIGATION 5 SETTINGS 5 FOCUS ON CONTENT 5 SHAREPOINT STORE 6 SEARCH 7 BREADCRUMBS 7 HOME LINKS 7 SITE FEATURES 8 POPULATING CONTENT

More information

BLUESKIES. Microsoft SharePoint and Integration with Content Management Platforms. FileHold - Providing Advanced Content Management Functionality

BLUESKIES. Microsoft SharePoint and Integration with Content Management Platforms. FileHold - Providing Advanced Content Management Functionality C O N S U L T I N G Microsoft SharePoint and Integration with Content Management Platforms FileHold - Providing Advanced Content Management Functionality Prepared by: Keith Corbett, Principal, Blueskies

More information

Build Your Knowledge!

Build Your Knowledge! About this Course This 3-day Instructor led course Explore several advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions (Business Intelligence, Document

More information

Get More from Microsoft SharePoint with Oracle Fusion Middleware. An Oracle White Paper January 2008

Get More from Microsoft SharePoint with Oracle Fusion Middleware. An Oracle White Paper January 2008 Get More from Microsoft SharePoint with Oracle Fusion Middleware An Oracle White Paper January 2008 NOTE The following is intended to outline our general product direction. It is intended for information

More information

Colligo Email Manager 6.0. Offline Mode - User Guide

Colligo Email Manager 6.0. Offline Mode - User Guide 6.0 Offline Mode - User Guide Contents Colligo Email Manager 1 Key Features 1 Benefits 1 Installing and Activating Colligo Email Manager 2 Checking for Updates 3 Updating Your License Key 3 Managing SharePoint

More information

SHAREPOINT ARCHITECTURE FUNDAMENTALS

SHAREPOINT ARCHITECTURE FUNDAMENTALS CHAPTER 4 SHAREPOINT ARCHITECTURE FUNDAMENTALS Whether you re a business user, manager, architect, developer, or IT pro, you ll want to understand the fundamental structure and core terminology of SharePoint

More information

DottsConnected SHAREPOINT 2010 ADMIN TRAINING. Exercise 1: Create Dedicated Service Accounts in Active Directory

DottsConnected SHAREPOINT 2010 ADMIN TRAINING. Exercise 1: Create Dedicated Service Accounts in Active Directory DottsConnected SHAREPOINT 2010 ADMIN TRAINING Module 1 - Getting started with SharePoint 2010 This introductory module introduces students to the fundamental terminology and architecture of SharePoint

More information

A 15-Minute Guide to 15-MINUTE GUIDE

A 15-Minute Guide to 15-MINUTE GUIDE A 15-Minute Guide to Retention Management 15-MINUTE GUIDE Foreword For you as a business professional, time is a precious commodity. You spend much of your day distilling concepts, evaluating options,

More information

IBM Tivoli Storage Manager for Microsoft SharePoint

IBM Tivoli Storage Manager for Microsoft SharePoint IBM Tivoli Storage Manager for Microsoft SharePoint 2007 IBM Corporation What is SharePoint? 2007 IBM Corporation What is SharePoint? What is SharePoint? Web-based workplace for online collaboration MS

More information

Microsoft Office. SharePoint Reference Guide for Contributors

Microsoft Office. SharePoint Reference Guide for Contributors Microsoft Office SharePoint 2013 Reference Guide for Contributors 1 SharePoint 2013: Reference Guide for Contributors Table of Contents INTRODUCTION... 3 NAVIGATION... 3 FOLLOWING A SITE... 4 MANAGING

More information

SHAREPOINT NEWBIES Claudia Frank, 17 January 2016

SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 AGENDA WHAT IS SHAREPOINT? SHAREPOINT 2013 KEY FEATURES Data Connectivity Business Connectivity Services Import Data without Code User driven solutions

More information

Set up My Sites (SharePoint Server

Set up My Sites (SharePoint Server 1 of 8 5/15/2011 9:14 PM Set up My Sites (SharePoint Server 2010) Published: May 12, 2010 This article describes how to set up My Sites in Microsoft SharePoint Server 2010. Like other tasks in SharePoint

More information

Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led

Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led Core Solutions of Microsoft SharePoint Server 2013 Course 20331B; 5 days, Instructor-led Course Description This course will provide you with the knowledge and skills to configure and manage a Microsoft

More information

AEC Document Control with SharePoint & Office 365

AEC Document Control with SharePoint & Office 365 AEC Document Control with SharePoint & Office 365 RFI, Transmittal & Submittal Management Today s Presentation Introduction About Gig Werks & AEC Expertise Challenges Facing the AEC About ProjectReady

More information

RSD GLASS. Governance for SharePoint

RSD GLASS. Governance for SharePoint RSDGLASS GovernanceforSharePoint RSD Copyright2013 1 Trademarks and Registered Names All brand and product names quoted in this publication are trademarks or registered trademarks of their respective holders.

More information

SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led

SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led Course Description This 4-day SharePoint 2013 Boot Camp is the most comprehensive SharePoint User training course available. Users that have basic

More information

Getting value Changing the way people communicate and how businesses can take advantage of new opportunities.

Getting value Changing the way people communicate and how businesses can take advantage of new opportunities. Introduction The social revolution: what s the business opportunity? Getting value Changing the way people communicate and how businesses can take advantage of new opportunities. Roadmap to success Modern

More information

The Role of Microsoft SharePoint in a Records Management Strategy. A Docula bs Wh i te Pa pe r

The Role of Microsoft SharePoint in a Records Management Strategy. A Docula bs Wh i te Pa pe r The Role of Microsoft SharePoint in a Records Management Strategy A Docula bs Wh i te Pa pe r 2009 Doculabs, 200 West Monroe Street, Suite 2050, Chicago, IL 60606 (312) 433-7793 info@doculabs.com. Reproduction

More information

SharePoint for the Business User: Content Management. black and white solutions for a grey world

SharePoint for the Business User: Content Management. black and white solutions for a grey world SharePoint for the Business User: Content Management black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at the end In Microsoft

More information

Kaltura Extension for SharePoint User Manual. Version: Eagle

Kaltura Extension for SharePoint User Manual. Version: Eagle Kaltura Extension for SharePoint User Manual Version: Eagle Kaltura Business Headquarters 200 Park Avenue South, New York, NY. 10003, USA Tel.: +1 800 871 5224 Copyright 2012 Kaltura Inc. All Rights Reserved.

More information

CA Records Manager. Benefits. CA Advantage. Overview

CA Records Manager. Benefits. CA Advantage. Overview PRODUCT BRIEF: CA RECORDS MANAGER CA RECORDS MANAGER HELPS YOU CONTROL AND MANAGE PHYSICAL, ELECTRONIC AND EMAIL RECORDS ACROSS THE ENTERPRISE FOR PROACTIVE COMPLIANCE WITH REGULATORY, LEGISLATIVE AND

More information