Archiving and Retention Part 4: SharePoint Records Management
6 hours 59 minutes
Welcome back. Security minded Saberi ins
to the M s 3 65 Security Administration Course
I'm your instructor. Jim Dings.
We're a module five m s, 3 65. Compliance
Archiving and retention.
SharePoint Records Management.
In this lesson, of course, we're gonna go a records management in SharePoint.
We're also going to go over creating a organizational foul plan.
There are 10 steps to a records management planning process.
Identify records management roles,
analyze organizational content,
develop a style plan,
developed retention schedules, evaluate document management practices.
Designed the records Management solution
plan how content become records
plan email, integration,
planning, compliance for social content.
Finally playing compliance reporting and documentation
file plan is your plan and document for records. Management
typically summarizes this information
while items or acknowledge his records
the category definitions of those records
where records are stored.
Retention period of those records, the people responsible for managing records.
So all of this needs to be sketched out, drawn out
before you start tax will create
and configure that within SharePoint you have to have a plan. First measure twice cut once.
In the words of Eminem, you have one shot.
If you go
half car with a plan that isn't thought out,
you're gonna lose credibility.
You're gonna lose some respect
and you're gonna confuse the hell out of your users.
So meet with the proper people.
The regulatory compliance people
me with the SharePoint people,
get a plan together
before. Would you do anything else? As far as records management and SharePoint goes,
there are two ways and active document can become a record
some of the benefits of in place for records management and SharePoint
management of records across multiple sites.
You don't have to create
the same parameters for every site in your collection
maintaining versions of records or automatic
You can run searches against records and active documents at the same time. You don't have to run multiple searches one for records and 14
current end of 10 and fouls control.
You get to determine water record is and who can create and tag it as a record.
There are three main steps to enable in place records management in SharePoint. Step one. Activate in place records management
at the site collection level,
step to configure settings at the psychological level
sent three configure settings at a list or library level
and this screenshot. You see, we have site settings like Question features in Place Records management.
We are innovated there.
You configure settings of in place records management at a site collection level. We going to psych elation administration
record declaration settings.
When we have the options here to configure,
we can do a hard block, one delete or even edit records.
We can say
where records can be defined.
We can even go with declaration roles
and specify wish. User roles have the ability to declare and
If you want to go granule or to the list for a lottery settings,
we go into
settings. One that respective Lister Library.
We're going to record declaration settings.
We have very some more settings that we had at the
One of the drawbacks of in place records management is having to run separate. You discover queries when records and active documents.
Is that a drawback,
or is it not? What is that? Is it true, or is it false?
That's one of the advantages
in place records management.
You get to start simultaneously your records and your act of documents within your tenant in your environment.
To recap the lesson. A foul plan is a planning document. Foreign Organizations Records Management System
There are three main steps to enable in place records management in SharePoint.
Activate the feature in a side collection level.
Configure settings at the site collection,
and then grandeur configure settings at the U. S. Or lottery level.
Thank you for joining me on the short lesson you see for the next one, take care.