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SharePoint v15 (aka SharePoint 2013)
Richard Jeffrey-Cook
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Leading independent experts in corporate information and records management
About us In-Form Consult (IFC), an independent corporate information management (CIM) consultancy, is help many public and private sector organisations to implement successful CIM and Records Management programmes addressing the business, technical and cultural challenges that prevent significant benefits being realised. Our services We have a proven record of providing impartial and objective advice to our clients at all stages of a programme from feasibility study and preparation of the business case, through procurement support, testing and user acceptance and information cleansing and migration. We can undertake information surveys and audits, support change management and supply training.
We are recognised across Europe for leading innovation and contributing to improved practices and standards in the field of corporate information and
records management
Our Clients
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Aims of this presentation
Explain some of the Information Management features in SharePoint v15
Consider how this might affect records managers
Does this change the paperless office?
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Before I begin!
IFC is an independent consultancy SharePoint has limitations as an EDRM system Other products are available...
We are implementing effective EDRM systems for using SharePoint 2010 for
our clients (often with Automated Intelligence Compliance Extender)
SharePoint won’t be disappearing any time soon!
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
SharePoint v15
Features still subject to change Many changes from SharePoint 2010 – this is only a few of them! Trends
Hybrid environment, on-premise and cloud Need to add value to Microsoft Office suite Search gets better
To get the most out of SharePoint v15 you will need Office v15
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
RM with SharePoint 2010
Much more functionality than SharePoint 2007 No “system”
o Tools to create and sustain (over the long term) a classification approach o No e-mail integration o Limited bulk import and export capability
Suitable for point solutions, challenging to implement as an enterprise solution
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Shredded Storage
Document with 2 versions SharePoint 2010 stores a complete copy of each version SharePoint v15 will store one document and the changes from one version
to the next Potentially a big space saver...
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Site Policies
SharePoint 2010 allows you to apply policies to libraries SharePoint v15 will allow a policy to be applied to a site
The retention policy for the entire site and the team mailbox, if one is associated with the site.
What causes a project to be closed. When a project should expire Can set also site collection as read only
Policies will be replicated from content type hub
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Documents will be stored in SharePoint
Emails will be stored in Exchange
Team Folders can receive emails and have their own email address
Easy access to both from Outlook and SharePoint
Unified compliance policy applies to both
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Document Sets
SharePoint 2010 introduced the Document Set – a type of folder for managing case files
SharePoint v15 improves the Document Set Document set icon in search results Folders supported
Also for default documents set for document set Support for easier aggregation
Content By Search & Content By Query web parts understand document sets
Better developer support Capture full document set as version Search directly in document set
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Improvements to Search
Search is often poorly implemented in SharePoint 2010 SharePoint v15 improves both the back-end and front-end
Better architecture Better methods for displaying results Better methods for refining results/faceted navigation
Faceted navigation is using term sets to refine results Better query suggestions Better thumbnail previews
Big improvements to eDiscovery
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Marketplace
Apps for SharePoint May lead to more information and records management features in
SharePoint?
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
What will be the reality?
Many other reasons for using SharePoint May need to manage information in SharePoint – whether you want to or not
Information management is very dependent upon human factors Usability Change management Organisational controls
SharePoint v15 with Office v15 may improve usability SharePoint v15 can do little to address change management and organisational
controls Needs more management tools – these may appear as Apps
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Will we be paperless?
No Managing digital information is complex – keeping paper is simpler
But In most organisations 90%+ of all information is either sent or received by
email Paper is not the only story Ediscovery has become important Allowing information to go feral carries significant, and growing, risks
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Finally
If you would like a free presentation to your director/executive management team on the impact of SharePoint 2013 on information management Contact us
Call 08456 804047 Or email: [email protected] quoting “SP2013 Presentation”
IRMS – Public Sector Group – October 2012 © In-Form Consult Ltd, 2012. All rights reserved.
Any Questions?
IRMS – Public Sector Group – October 2012