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 – [...]

Microsoft has made some fairly substantial improvements to SharePoint 2010 holds and electronic discovery functionality over the features that were first available in MOSS 07.  Perhaps the biggest change is making SharePoint 2010 holds available beyond the confines of the Records Center.  Unlike the feature in MOSS 07, holds in SharePoint 2010 can be managed [...]

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 [...]

So I’ve run into an interesting issue with setting up Records Libraries in SharePoint 2010 and I thought I would pass it along.  I would think that I could create a Records Center anywhere in a SharePoint 2010 site collection and create Records Libraries within the new Records Center without any difficulty.  And I would [...]

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 [...]

It recently occurred to me that there seems to be some level of confusion around how a few fundamental SharePoint records management terms are defined.  This confusion may very well cause people challenges when trying to understand how SharePoint manages records and information.  With that in mind, I’ve compiled a short list of terms I [...]

Without question, one of the most important new SharePoint 2010 features is ‘managed metadata’.  This is certainly true for SharePoint-based Records Management, but also true for Enterprise Content Management, Information Lifecycle Management and search optimization, as well.  Microsoft defines managed metadata as ‘a hierarchical collection of centrally managed terms that you can define and then [...]

In my first post of this series, I showed you how to configure Content Organizer to run on your site.  In this post, I will walk you through each of the Content Organizer settings options and explain what each option does.  To get to the Content Organizer settings, click on ‘Site Actions’ and select ‘Site [...]

In MOSS 07 documents were routed to the Records Center and classified in the file plan based on the document’s Content Type.  This worked fine if retention and disposition of your records was managed purely by the type of document being declared.  As Records Managers, we know this is rarely the case in the real [...]