Event Review: Compliance and Records Management (Session ITPRODSK-108)
Welcome to the material supporting page for this session. The materials on this page have been selected as the best matches to the content covered in the live event session.
Session Outline
During this session, we will look at records management and the challenges it presents. We will then review the Enterprise Content Management (ECM) features of SharePoint 2007 and how they address these challenges. We will also examine how records management is made easier with SharePoint 2007. We will examine collaborative spaces and records spaces and how they function. Then we will review an important feature in any records management system: hold orders. We will look at hold orders, what they are, and how records managers can put a hold on records. Finally we will look at e-mail records management and how it is critical to any records management solution.
Session Agenda
- ECM features of SharePoint 2007
- Records management
- Hold orders
- E-mail records management
Session Media
This session consists of a Windows Media presentation and demonstrations:
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| Demo: Creating and Configuring Spaces
In this demonstration, we'll review content types, the Document Information Panel, and learn to create and configure a collaborative space. We'll then create and configure a records space. We will then add documents, set content types, review the Document Information Panel, and configure policies.
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| Demo: Creating and Managing Records Repositories
In this demonstration, we will create and configure a records repository, configure polices for the records repository, and submit documents to the records repository. Finally, we'll create a hold order on a record in the record's repository.
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| Demo: Creating and Managing Mail Folders
In this demonstration, we will create and configure managed mail folders, configure polices for these folders, and submit documents to the folders. Finally, we'll synchronize the items into Outlook 2007 so that they can be utilized with the mail client.
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Related Links
Use the following resources to learn more about topics covered in this briefing.