information and records management in sharepoint (sharepoint saturday 2014)

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Information and Records Management in SharePoint By Randy Perkins-Smart, BSc (Hons) MBCS CITP

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Documents, documents and more documents. Most of us work in organisations that rely on documentation. But do we manage them? This interactive session aims to answer key Information and Records Management (IRM) questions related to SharePoint: • What is IRM? • Why is IRM important? • How can SharePoint help with IRM? • What other Microsoft technologies can help with your IRM strategy? • How free tools can help with IRM? • What third party tools are out there to help with IRM? • The true cost of IRM? Technologies covered: • SharePoint 2013 • SharePoint Online • Exchange 2013 • Exchange Online • PowerShell • OneDrive for Business

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Page 1: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Information and Records Management in SharePointBy Randy Perkins-Smart, BSc (Hons) MBCS CITP

Page 2: Information and Records Management in SharePoint (SharePoint Saturday 2014)

http://www.nhs.uk/Conditions/Mastocytosis/Pages/Introduction.aspx

https://mydonate.bt.com/fundraisers/spsuk14

Page 3: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Thank You

Slides: h t t p : / / r a p s . c c / S P S U K 1 4Thank You to our sponsors!

Slides: h t t p : / / r a p s . c c / s p s u k 1 4

Page 4: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Randy Perkins-Smart Twitter:

@SharePointRandy

Email:[email protected]

LinkedIn:LinkedIn.com/in/RandyPerkins

Blog:SharePointRandy.com

Slides:

h t t p : / / r a p s . c c / s p s u k 1 4

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Page 6: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 7: Information and Records Management in SharePoint (SharePoint Saturday 2014)

http://en.wikipedia.org/wiki/New7Wonders_of_the_World

http://commons.wikimedia.org/wiki/File:Skyline_of_Dubai,_with_the_Burj_Khalifa_dominating.jpg

Page 8: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 9: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Data

Structure

Information

Information

Something ofSignificant

Record

Page 10: Information and Records Management in SharePoint (SharePoint Saturday 2014)

• Microsoft Office files• Audio• Video

• Combination of content • Emails with Attachments• CAD documents

• Business or legal criteria (read only)• Evidence of Business Transaction (electronic or

physical)• Subject to legal or policy-driven retention, disposition,

security or preservation rules.

• Describers Digital Content for purposes of legal discovery

• Encompasses broad range of types of content

Page 11: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 12: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Page 13: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Source: http://en.wikipedia.org/wiki/Classified_information_in_the_United_Kingdom

Nationality Caveat Security Descriptors

UK Eyes Only Top secret Budget

CANUKUS Eyes Only Secret Commercial

AUSCANNZUKUS Confidential Honours

Restricted Management

Protect Medical

Unclassified Personal

Policy

Staff

Visits

Page 14: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Auto Classification / Tagging

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eDiscovery and Search Tools

Page 21: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 22: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 23: Information and Records Management in SharePoint (SharePoint Saturday 2014)

British Basketball League

Ch

esh

ire P

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en

ix

Du

rham

Wild

cats

Gla

sgo

w R

ock

s

Leed

s Fo

rce

Leic

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Rid

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Lo

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Lio

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Man

chest

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Gia

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Eag

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New

cast

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Ply

mo

uth

Un

ivers

ity

Raid

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Sh

eff

ield

Sh

ark

s

Su

rrey U

nit

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Wo

rcest

er

Wo

lves

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National Basketball Association

Eastern Conference

Atlantic

Bo

sto

n C

elt

ics

Bro

okly

n N

ets

New

Yo

rk K

nic

ks

Ph

ilad

elp

hia

76ers

To

ron

to R

ap

tors

Central

Ch

icag

o B

ulls

Cle

vela

nd

Cavaliers

Detr

oit

Pis

ton

s

Ind

ian

a P

ace

rs

Milw

au

kee B

uck

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SoutheastA

tlan

ta H

aw

ks

Ch

arl

ott

e H

orn

ets

Mia

mi H

eat

Orl

an

do

Mag

ic

Wash

ing

ton

Wiz

ard

s

Western Conference

Northwest

Den

ver

Nu

gg

ets

Min

neso

ta

Tim

berw

olv

es

Okla

ho

ma C

ity

Th

un

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Po

rtla

nd

Tra

il B

laze

rs

Uta

h J

azz

Pacific

Go

lden

Sta

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arr

iors

Los

An

gele

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lip

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Los

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s La

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Ph

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to K

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Southwest

Dallas

Maveri

cks

Ho

ust

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Ro

ckets

Mem

ph

is G

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lies

New

Orl

ean

s P

elica

ns

San

An

ton

io S

pu

rs

Page 25: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Cheshire Phoenix

Durham Wildcats

Glasgow Rocks

Leeds Force

Leicester Riders

London Lions

Manchester Giants

Eagles Newcastle

Plymouth University Raiders

Sheffield Sharks

Surrey United

Worcester Wolves

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http://harmon.ie/solutions-record-management

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http://www.automated-intelligence.com

http://www.conceptsearching.com

http://www.contentworker.com

http://www.epona.com

http://www.gimmal.com

http://www.enableplc.com

http://sai-innovations.com

http://www.recordpoint.com.au

http://www.autonomy.com/offerings/ediscovery/

http://technet.microsoft.com/en-us/library/dd298021(v=exchg.150).aspx

http://blogs.technet.com/b/exchange/archive/2012/09/26/in-place-e-discovery-and-in-place-hold-in-the-new-exchange.aspx

http://blogs.technet.com/b/praveenkumar/archive/2013/07/19/single-item-recovery-in-new-o365.aspx

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Page 34: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Heartbleed & OpenSSL

More details here: http://en.wikipedia.org/wiki/Heartbleed

POODLEbleed

Snowden

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http://en.community.dell.com/dell-blogs/direct2dell/b/direct2dell/archive/2013/10/10/pci-and-cloud-q-amp-a-are-you-compliant.aspx

Page 40: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 41: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Compliance Tools

Page 42: Information and Records Management in SharePoint (SharePoint Saturday 2014)

DemoData Loss Prevention (DLP)

Page 43: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 44: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 45: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Data Loss Prevention (DLP)

Page 46: Information and Records Management in SharePoint (SharePoint Saturday 2014)

DemoInformation Rights Management (IRM)

Page 47: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 48: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Information Stores

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http://www.viewdolabs.com/

http://www.adobe.com/uk/solutions/social-marketing.html

https://engagor.com/

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Page 54: Information and Records Management in SharePoint (SharePoint Saturday 2014)

http://msdn.microsoft.com/en-us/library/office/hh967656%28v=office.14%29.aspx

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Page 56: Information and Records Management in SharePoint (SharePoint Saturday 2014)
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Page 58: Information and Records Management in SharePoint (SharePoint Saturday 2014)
Page 59: Information and Records Management in SharePoint (SharePoint Saturday 2014)

http://en.wikipedia.org/wiki/2010_San_Bruno_pipeline_explosion

https://www.usfa.fema.gov/data/library/subject_guides/sub_sanbruno.html

http://extras.mnginteractive.com/live/media/site568/2010/0911/20100911_120051_sbfire5.jpg

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Page 61: Information and Records Management in SharePoint (SharePoint Saturday 2014)

Thank You

Slides: h t t p : / / r a p s . c c / S P S U K 1 4Thank you to our sponsors!

Slides: h t t p : / / r a p s . c c / s p s u k 1 4