Records are no longer viewed as hardcopy documents. Mar 26, 2014 sharepoint records management refers to the document management infrastructure of microsoft office sharepoint server moss. It is the essential solution for organizations that need a secure, manageable, webbased collaboration platform. With microsoft sharepoint foundation 2010, irm is available for files that are. Hence implementing a records management solution typically depends on the organizations policies for managing information.
You need to decide if you want to use in place records management or not. Sharepoint services wss en microsoft office sharepoint server moss. Sharepoint server 2010 include document management, records management, and webcontent management. Now, instead of sending a record to the records center, users can declare a record in place and have all of the informational management policies applied to it automatically. Installing sharepoint server 2010 sp2 and cumulative. Download sharepoint 2010 books pdf free enjoysharepoint. Understand groups and permissions on a sharepoint site. Sharepoint office 365 records management sharepoint solutions. Versions of sharepoint at least upto sp20 havent offered fantastic capabilities with regards to records management.
Implementing records management in sharepoint 2010 file plan the file plan is the primary records management planning document in sharepoint server 2010. Record management in document management project sharepoint. Records management using sharepoint 2010 considerations. It also retains the records archive and inplace record retention features from earlier versions of sharepoint. Sharepoint is a webbased collaborative platform that integrates with microsoft office. Microsoft sharepoint foundation 2010 step by step pdf download.
Sharepoint is een platform van microsoft dat dient als een raamwerk voor het. Use this solution if you want to configure inplace records management settings during your custom site provisioning process. It is too hard to implement true records management rm in sharepoint. Confirm sharepoint 2010 sp2 and cumulative update installation. Sharepoint foundation is a free download provided you are correctly licensed for windows server. In place records management is a new feature in sharepoint 2010. It is the essential solution for organizations that need a. You add users to sharepoint groups and assign permission levels to your site and to its contents. This book shows how sharepoint can be a fullfledged records management system. Sharepoint records management directly from office. Copy and move multiple files, with metadata, between sites collections, farms and office 365.
Email has become the primary communication tool and the perception of critical information has evolved. If not, create a record centre and route documents to the record centre. Microsoft sharepoint standard builds on the microsoft sharepoint foundation in. Download microsoft sharepoint foundation 2010 from official. Although sharepoint 20 did not incorporate a sweeping upgrade to records management such as microsoft presented with sharepoint 2010, it offers significant improvements in several areas. Browse other questions tagged sharepointenterprise sharepointfoundation recordsmanagement recordscenter or ask your own question.
Jul 25, 2014 take a look at the key document and records management features in sharepoint 2010 in just 10 minutes. Feb 24, 2012 in microsoft sharepoint server 2010 you can manage records in an archive, or you can use inplace records management, managing records in the same document repository as active documents. Records management in sharepoint server microsoft docs. Introduction to records management in sharepoint 20 slideshare.
In particular, sharepoint foundation and sharepoint online have more limited features and functionality. Search the capability to enable users to quickly and easily locate relevant content across sharepoint lists, sites and external systems, and other data sources, such as file shares, web sites, or lineofbusiness applications. It is worth noting that many of the concepts on which records management is based in sharepoint 2010 content types, document sets, routing rules, and the records centre are unique to sharepoint 2010 and hence. This book brings together the worlds of records management and sharepoint. By using inplace records management, when you declare that a document is a record, it remains in the same location, but sharepoint server 2010 now manages it. Any site can be enabled for inplace records management can be configured as a records management system. Sharepoint office 365 records management sharepoint. Operations guide for microsoft sharepoint foundation 2010 microsoft corporation published. It is engineered to archive data that is no longer needed for daily enterprise processing. Records management on sharepoint the questions you should. Information management policies were added to the site content types. If youre using the records center, you can continue to use it alongside retention labels. Essential sharepoint 2010 overview, governance, and planning scott jamison susan hanley mauro cardarelli with contributions from chris bortlik and donal conlon upper saddle river, nj boston indianapolis san francisco. The key to ediscovery is to be proactive in the planning for documents and records with control over the handling of potential ediscovery requests.
If you want to use in place rm, then you can do that with any template, not just a document centre. In addition, you can leverage sharepoint blogs and wikis within your site to foster community and user contributed content so you can easily incorporate social features in your web sites using sharepoint 2010. Enable the in place records management feature at the site collection level. But moving forward, for the purpose of records management, we recommend using retention labels instead of the records center. By using inplace records management, when you declare that a document is a record, it remains in the same location, but sharepoint server 2010 now manages. Activate the inplace records management feature on the site collection in site settings, verify that you see record declaration settings under site collection administration using the ecm.
With its powerful recordkeeping capabilities, organizations can manage their records using the same platform used for everyday collaboration and document management. The sharepoint 2010 records center makes use of a new feature called metadata based navigation, which allows you to expose key metadata as virtual folders. Sharepoint 2010 is equipped to assist with document and records management by allowing you to assign additional context to documents metadata, allowing you to group documents that may be stored throughout your site as the same type of document content types, and assign consistent ways for these documents to be retained or deleted over time. Installing sharepoint foundation 2010 on a single server part 1. In most cases, larger, more heavily regulated organizations will look to 3rd party solutions to supplement sharepoint by offereing features such as document classification, disposition and archiving, discover, holds, auditing and much more. Introduction to the records center sharepoint office support. Generally, an ebook can be downloaded in five minutes or less. For example, in the uk the freedom of information act 2000 resulted in a working code or practice governing how records need to managed. Sharepoint provides the ability to manage records in place. By the end of this course, you will be prepared to pass the sharepoint records management exam. Link with existing crm, line of business and document generation systems.
Sharepoint foundation search is very powerful as well, but your generally restricted out of the box in scope, unless you have somebody that is capable of installing and configuring the license of sharepoint foundation, i forget what its called. Recordsmanagement addin, the start page displays the two scenarios that are. Download microsoft sharepoint foundation 2010 from. Its more advanced search, but youre limited in the. This pdf ebook explained step by step especially for the endusers or the site owners. Apply to records specialist, analyst, quality assurance analyst and more. How to license microsoft sharepoint 2010 emerset consulting. Information management advice 22 records management using sharepoint 2010 considerations page 4 of 9. Apr 09, 20 sharepoint 2007, was supposed to be records management ready, but required users to put all their records in a separate area the records center to manage them. Sharepoint groups and permission levels help you to efficiently manage access to sites.
Implementing sharepoint 2010 as a document and records. Enterprise content management with microsoft sharepoint. Jul 27, 2011 sharepoint 2010 is equipped to assist with document and records management by allowing you to assign additional context to documents metadata, allowing you to group documents that may be stored throughout your site as the same type of document content types, and assign consistent ways for these documents to be retained or deleted over time. Until you fully understand ecm, you dont stand a chance of making sharepoints features useful to deploy an ecm solution. In this session, youll learn the fundamentals of enterprise content management and records management as they apply to sharepoint 20. Has records management in sharepoint 2010 improved enough. You can also use workflows designed in microsoft sharepoint designer 2010 to submit records to the records center. In site collection features, find in place records management and click activate. Introducing web content management in sharepoint 2010. They should be as follows for sharepoint foundation 2010 and sharepoint 2010 server products and configuration database. Implementing sharepoint 2010 as a document and records management system posted on june 16, 2012 march 25, 20 by andrew warland there are several things that are worth asking or considering as a records manager or equivalent in a company that is using, or plans to use, sharepoint 2010. By putting in place a process and the system to handle ediscovery requests, legal demands can be fulfilled, and just as importantly, documents destroyed as part of a document disposition process and. Mar 01, 2018 records management in sharepoint server.
Configuring in place records management in sharepoint 2010. Records management on sharepoint the questions you. And here, what you can do is, you can go and look at the different features and additions of sharepoint 2010. Launch sharepoint central administration from the start menu and check the versions for sharepoint 2010 products and sharepoint 2010 database. Configuring in place records management sharepoint. It provides a secure, webbased platform for small companies and departments who are looking for entry level teambased collaboration tool. Records management extensions sample sharepoint addin. And then you can kind of see what the different functionality is, at the different, lets say, licensing levels. In the retention stage shown in figure 2 below, a sharepoint designer workflow is started when the time period i.
Microsoft sharepoint 2010 is a software product with a range of uses, including website development, content management and collaboration. But first, we need to clear up a commonly held misconception about sharepoint records management solutions which is that you need to use a records center. Microsoft sharepoint foundation 2010 is for smaller organizations or departments looking for a lowcost entrylevel or pilot solution for secure. Information rights management in sharepoint foundation. In this course, you will learn to utilize sharepoint as a records management resource. Sharepoint foundation is a free download provided you are correctly. Provides the theoretical background of records management. Installing sharepoint foundation 2010 on a single server. Sharepoint 2010 records management implementation part 1. The social computing investments in sharepoint 2010 enable scenarios where readers of your site can tag, rate and comment on site content. Although sharepoint 2010 has improved as a record management solution it still introduces challenges to organizations that are heavily regulated by governments and governing bodies. Take a look at the key document and records management features in sharepoint 2010 in just 10 minutes. Sharepoint foundation 2010 is the new version of microsoft windows sharepoint services. What records managers need to know about sharepoint 2010 posted on september 11, 2011 by andrew warland the following is a revised version of an article that appeared in the july 2011 edition of informaa quarterly, iq, the quarterly journal of the records and information management professionals australasia rimpa.
Microsoft sharepoint 2010 has the good idea of innerworking. Figure 1 below shows the information management policy attached to a content type. Sharepoint foundation 2010 is the next version of windows sharepoint services. Launched in 2001, sharepoint is primarily sold as a document management. This groundbreaking book is the updated, revised edition of the previous book managing records in sharepoint 2010. Changes in enduser functionality added in the 2010 version of sharepoint. Mar 11, 2010 the social computing investments in sharepoint 2010 enable scenarios where readers of your site can tag, rate and comment on site content.
But as with all sensitive content within sharepoint, its important not to overlook the security implications. Exchange public folder migration to sharepoint with automatic metadata capture. Oct 08, 2010 with considerable anticipation and a blaze of publicity sharepoint 2010 was released in may. Included with it was new and improved records management functionality designed to fill sharepoint 2007. This is intentional, because as you will soon learn, trying to achieve ecm by simply turning on and configuring sharepoint features is completely the wrong approach. In a records center, metadata attributes are recorded in such a way that every document in the center can potentially have a different set of metadata columns. Operations guide for microsoft sharepoint foundation 2010. Sharepoint records management refers to the document management infrastructure of microsoft office sharepoint server moss. Oct 08, 2012 in place records management is a new feature in sharepoint 2010. With businesses being exposed to increasing scrutiny regarding records management and regulatory compliance, its important that firms using sharepoint have confidence in its abilities. In microsoft sharepoint server 2010 you can manage records in an archive, or you can use inplace records management, managing records in the same document repository as active documents. This guidance describes recordkeeping features and functionality that can be enabled or configured in sharepoint, and identifies where additional configuration andor addon software.
This guidance describes recordkeeping features and functionality that can be enabled or configured in sharepoint, and identifies where additional configuration andor addon software are needed to meet particular. They create the web applications and the records center site and configure the connection to the official file that lets users submit documents to the records center. In a sharepoint groupconnected site, click settings, click site contents, and then click site settings. Microsoft sharepoint foundation 2010 step by step is another useful book especially if you want to start without code. By default, permissions on lists, libraries, folders within lists and libraries, items, and documents are inherited from their parent site. Administrators are responsible for the installation and configuration of the sharepoint 2010 servers that provide records management services to the enterprise. With considerable anticipation and a blaze of publicity sharepoint 2010 was released in may. Under site collection administration, click site collection features. It helps you to create a records management solution that is less complex and expensive, but more dynamic and userfriendly. Now they are any record, however recorded, that provides evidence of or information about an event or transaction. Jun 12, 2014 sharepoint continues to deliver robust records management capabilities. Increases efficiency by promoting the disposition of outofdate items. Sharepoint foundation 2010 and rights management intrinium.
Best practices for records management with sharepoint. Core capabilities include the ability to build sites and communities as well as document management, records management and search. Issues with using sharepoint 2010 for records management. Sharepoint continues to deliver robust records management capabilities. Microsoft sharepoint foundation 2010 is for smaller organizations or departments looking for a lowcost entrylevel or pilot solution for secure, webbased collaboration. Microsoft made sharepoint more of a retention tool with an interface that is familiar to sharepoint and it professionals than an rm.
Introduction to records management in sharepoint 20. Applies equally to sharepoint versions 20, 2016, and sharepoint online. With the availability of 64bit hardware, sharepoint. In sharepoint online, weve introduced using retention labels to declare content as records, which effectively replaces the need to use the records center.
Jun 16, 2012 implementing sharepoint 2010 as a document and records management system posted on june 16, 2012 march 25, 20 by andrew warland there are several things that are worth asking or considering as a records manager or equivalent in a company that is using, or plans to use, sharepoint 2010. What records managers need to know about sharepoint 2010. To address records management challenges, many organizations are looking to microsoft sharepoint. Sharepoint foundation then downloads the file to the users.
So, for example, generally sharepoint 2010 is offered in either sharepoint foundation, sharepoint standard, or sharepoint. You will learn the features of records management, how to build an information policy, and ways to manage inplace records. It has been completely rewritten from the ground up. Records management in sharepoint 2010 nsw state archives.
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