I’ve spoken to two different groups over the last couple of days and both groups asked me the same question about Content Types and SharePoint Information Management Polices.  Essentially, they wanted to understand why simply applying a retention and disposition schedule directly to each unique Content Type wouldn’t meet their records management requirements.  This is [...]

There’s probably no single issue in this industry more heavily debated, more overly analyzed and generally more misunderstood than email records management.  And this is terribly unfortunate because an effective email records management solution is a critical component of integrated information lifecycle management. Easily the biggest source of confusion is the definition of email records [...]

Change is good and the New Year brings a new focus for this blog.  As many of you know, I am a Certified Records Manager and I’ve spent the better part of my career promoting effective electronic records management practices.  None of that has changed.  I firmly believe that the role of a Records Manager [...]

I’ve posted a number of articles on SharePoint records management and the ‘cloud’ and I’ve spoken at length on the subject with a whole host of people, both pro-cloud and anti-cloud.  I can honestly say both camps make strong arguments for or against managing records in a cloud environment.  Personally, I’m a little torn by [...]

After a great deal of hard work by some very dedicated and very bright people at GimmalSoft, the US Department of Defense has officially certified the GimmalSoft Compliance Suite for SharePoint 2010 against the US DoD 5015.2 Records Management Application Standard. As I’ve noted on this blog before, I am a member of the team [...]

Applying  a Hold in SharePoint 2010 There are a number of ways to apply holds in SharePoint 2010.  We’ll try to address each of them before this series is through, but I’ll show you the ‘standard’ (manual) process here. (Just a note.  Our friends at Microsoft kinda dropped the ball on applying holds in one respect.  [...]

Creating a Hold Creating a hold in SharePoint 2010 is a simple process and hasn’t changed much from MOSS 07.  Login to SharePoint as a user with administrator privileges.  Click on Site Actions and select Site Settings.  From the ‘Hold and eDiscovery’ category, click on ‘Holds’.  Click on ‘Add new item’ and the ‘Holds – [...]

A number of the major ECRM vendors – OK, I’ll be honest, all of the major ECRM vendors – have worked tirelessly to downplay the records management functionality provided in SharePoint. I know this to be true because I have worked for some of these companies. For many of them this has become a matter [...]

I realize this is late notice, but I wanted to mention a free web presentation next week that should prove worth seeing: Realizing True Records Management with SharePoint 2010.  It’s hosted by KnowledgeLake and the panel will include Latasha Battle, Microsoft SharePoint Product Manager for ECM, Corro’ll Driskell, KnowledgeLake records management guru, and our friend Brad [...]

I recently completed the AIIM SharePoint Specialist Certificate online training and examination.  (This course is the next level up after the AIIM SharePoint Practitioner Certificate program I told you about in this previous post.)    As with the Practitioner course, I thought the Specialist course provided some excellent instruction on managing enterprise content and records [...]