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Records Management with MOSS 2007 Inge De Neef ECM-IW Consultant  [email_address]
Document lifecycle 6 December 2011 Page
Document vs. Records Management 6 December 2011 Page  Time Corporate Control Activity Publish/Declare ,[object Object],[object Object],[object Object],Author Control Archive Transfer Document Management Records Management ,[object Object],[object Object],[object Object],Destroy Records Management: Managing the declaration, retention and disposition of records (something having a legal, business or historical value) including electronic records, e-mail and physical records
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Document vs. Records Management 6 December 2011 Page
Remove the risk; reduce the cost 6 December 2011 Page  Information storage costs Email, documents, duplicates, etc. Legal discovery costs Searching for business records relating to litigation cases, etc. Operational discovery costs  Operational efficiency and productivity, etc. Risk of non-compliance Sarbanes Oxley, SEC, FDA, HIPAA, FOI, eCommerce Directive, etc. Risk of litigation Records retained incorrectly, etc. Risk of information loss Business continuity, disaster recovery, etc. An inadequate document and records management policy and solution exposes any business to unnecessary risks and costs. Less risk Lower costs
Records Management components 6 December 2011 Page  Records Management solution - logical components Records Management solution - IT components Fileplan Appraisal procedure Retention period Disposal schedule Transmission schedule Records Management software E-Mail Management software Storage platform Identity Management software Digital Signature software
Fileplan Maps to the MOSS 2007 Document Library Structure in the Records Center ,[object Object],[object Object],[object Object],[object Object],[object Object],6 December 2011 Page
Retention period Maps to the MOSS 2007 Information Management Policy settings on a Document Library ,[object Object],[object Object],[object Object],[object Object],6 December 2011 Page
Disposal schedule   Maps to the MOSS 2007 Information Management Policy settings on a Document Library ,[object Object],[object Object],[object Object],[object Object],[object Object],6 December 2011 Page
Certificates and certification authorities ,[object Object],[object Object],[object Object],6 December 2011 Page  DoD 5015.2

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BIWUG 26/04/2007 records management

  • 1. Records Management with MOSS 2007 Inge De Neef ECM-IW Consultant [email_address]
  • 2. Document lifecycle 6 December 2011 Page
  • 3.
  • 4.
  • 5. Remove the risk; reduce the cost 6 December 2011 Page Information storage costs Email, documents, duplicates, etc. Legal discovery costs Searching for business records relating to litigation cases, etc. Operational discovery costs Operational efficiency and productivity, etc. Risk of non-compliance Sarbanes Oxley, SEC, FDA, HIPAA, FOI, eCommerce Directive, etc. Risk of litigation Records retained incorrectly, etc. Risk of information loss Business continuity, disaster recovery, etc. An inadequate document and records management policy and solution exposes any business to unnecessary risks and costs. Less risk Lower costs
  • 6. Records Management components 6 December 2011 Page Records Management solution - logical components Records Management solution - IT components Fileplan Appraisal procedure Retention period Disposal schedule Transmission schedule Records Management software E-Mail Management software Storage platform Identity Management software Digital Signature software
  • 7.
  • 8.
  • 9.
  • 10.

Editor's Notes

  1. 4/13/2005
  2. 4/13/2005
  3. 4/13/2005
  4. 4/13/2005
  5. 4/13/2005
  6. 4/13/2005
  7. 4/13/2005
  8. 4/13/2005
  9. 4/13/2005