Managing Your Damn Records (and Beating Them into Submission)

A session at SharePoint Saturday Austin

Saturday 2nd March, 2013

2:10pm to 3:10pm (CST)

This session assumes that you have never used Records Center and have no idea why you'd ever want to create one. Come and join your two favorite SharePoint records management experts as we walk through a complete soup-to-nuts setup and configuration of an enterprise Record Center.

In this session you will learn when to create a Record Center (vs. just a Record library in your existing sites) and find out why having a content type hub is such a big deal even if you’re not managing records in SharePoint. We'll explain what ‘records in place’ means and go through the process of creating an information management policy that automatically destroys a document (or site in 2013!) once it has expired. Justin and Tiffany will take the mystery out of managed metadata service and demonstrate content organizer and legal holds. Watch as all the Records Management features of SharePoint 2010 come together on screen to automate the information lifecycle of electronic records. Even if you are not managing records in SharePoint, the information contained in this session will help you have conversations with your business around SharePoint’s capabilities within document management solutions.

Participants will learn:
•How to create and configure Records Center (as well as When and Why)
•How to configure the Managed Metadata Service so sites can subscribe to the Content Type Hub
•How to automate record filing with Content Organizer Rules
•How to translate a retention rule into an Information Management Policy

About the speakers

This person is speaking at this event.
Tiffany Songvilay

Independent SharePoint Consultant - Documentation, Training, and ECM bio from LinkedIn

A former stand-up comedian, Tiffany has spent the past 10 years as a business analyst and solutions architect (8 of those specific to SharePoint). She does everything in the custom development lifecycle except the development. Her current passions include gamifying governance, designing audience-targeted training plans that include intuitive product UI, and strategizing search as an information architecture requirement. She has a number of opinions on the importance of project documentation and is a reluctant expert on records management. Catch one of her sessions or say hi at the SharePint (she also blogs about craft beer).

This person is speaking at this event.
Justin Ong

Justin Ong is a SharePoint Practice Lead for Catapult Systems and has been working with SharePoint since 2006. Justin has extensive experience with architecting and delivering ECM and Records Management solutions for SharePoint as a Business Analyst, End-User champion, and Accidental Project Manager. Justin also enjoys cooking and football, and is actually quite hilarious according to his 1.5 year old daughter.

Next session in Legends

3:20pm Intro to 2010 Content Query Web Part: the sweetest way to view and manage content by Kim Frehe

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Time 2:10pm3:10pm CST

Date Sat 2nd March 2013

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