Many years ago, I did a series of blogs on features & services within the SharePoint 2010 platform that could be used in building your Records Management system.  I received a lot of positive feedback on this series of blogs so I thought I would do something similar that is updated to the most current technology and pertains to both Office 365 & SharePoint Online.  Most of the features I will be outlining in these articles at a high-level pertain to both documents & records management.

The typical audience for this series of blogs would be someone who hasn’t been exposed much to SharePoint Online & Office 365 or are looking forward to learning more about it, so I will be starting from the basics.  Much of which is driven by official Microsoft official documentation but organized in a manner with features and services that I feel makes sense for people to build their document & records management system with.

I also plan to cover many of the security & compliance features in Office 365 that you should be aware of when managing your documents & records.

Items that I will eventually cover include:

  • Introduction
  • Document & Records Management Technology Trends
  • Microsoft’s strategy regarding Records & Documents Management in Office 365
  • Sites & Site Collections
  • Lists & Libraries
  • Site Collection, Site, Sub-Site, List & Item Security
  • Metadata & Columns
  • Content & Document Types
  • Document IDs & Durable Links
  • Managed Metadata Service (Term Store)
  • In-Place Records
  • Records Center
  • Send To.. Capability
  • Auditing within Site Collections, Sites & Lists
  • Information Management Policies
  • Multi-Level Retention
  • Content Organizer
  • Compliance Details
  • Content Type Publishing Hubs
  • Virtual folders and metadata based navigation
  • Scaling your Enterprise Documents & Records within Office 365
  • Document Sets
  • Modern Details Pane
  • Gaps in Documents & Records Management Capabilities
  • Third Add-Ons
  • Security & Compliance Center
    • Alerts
    • Permissions
    • Classification Labels and Policies
    • Data Loss Prevention & Policies
    • Data Governance
    • Threat Management
    • Search & Investigation
    • Reports
    • Service Assurance

Keep checking back as this may take me a while to finish this series of articles!


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