Besides the information presented in the whitepaper
http://www.microsoft.com/office/preview/ecmwhitepaper.mspx quoted by Nolene
below, Microsoft has said precious little about its plans for Office 12
Records Management. There was some more detailed information on functional
capability presented at Tech-Ed in September. You can watch the
presentation (streaming video and slides) by following this link:
http://microsoft.sitestream.com/PDC05/OFF/OFF314_files/Default.htm#nopreload
=1&autostart=1
If you cant wait for Office 12, you can add our free Records Management
product for SharePoint to your current Sharepoint installation ... Its
currently in Beta, but even when released (shortly) it will remain free. To
find out why its free and try out the product you can browse to
www.80-20.com/complianceserver for more info.
Cheers
David
David Gillespie | CTO | 80-20 Software
Tel: +61 7 3217 9603 | Mobile: +61 419 357 178 | www.80-20.com
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Cusack, Maureen
Sent: Friday, 23 December 2005 2:28 AM
To: [log in to unmask]
Subject: Re: Microsoft ECM
What's the new Microsoft ERMS called? When will it be certified? Is there
online documentation about it? There's always buzz about this - whether MS
will create an ERMS or not and when it might be ready for roll-out. We were
thinking of suspending our RFP plans to purchase an ERMS until Microsoft
confirmed or denied it was producing an ERMS.
We also use SharePoint as our EDMS (of course it cannot be used as a
recordkeeping system because it doesn't have automated retention scheduling
functionality which is required by US law and international best practice).
Records Management Website
http://teamsites/sites/Records_Management/default.aspx
Maureen Cusack | Smart Systems for Health Agency desk phone: 416.586.4012 |
cell: 416.854.4987 | fax: 416.586.4398 [log in to unmask]
415 Yonge Street, Suite 1900 | Toronto, ON M5B 2E7 | www.ssha.on.ca
This message (including any attachment, if any) is confidential, may be
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Mark Widner
Sent: December 22, 2005 9:36 AM
To: [log in to unmask]
Subject: Re: Microsoft ECM
Our electronic records system (ELN) was built on the first version of MS
SharePoint, its been nearly 3 years since first launch. We contributed
input to MS on the ideal RM system and will be testing the new release this
Summer and are plan to transition to the new platform next Fall.
Mark Widner, CRM
Technical Records Manager
General Mills, Inc.
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Nolene Sherman
Sent: Wednesday, December 21, 2005 7:43 PM
To: [log in to unmask]
Subject: Microsoft ECM
I found this whitepaper on Microsoft's website. It looks like they are
trying to address the needs of Records Managers. Any comments y'all?
3.4 Records Management Capabilities
Records management has long suffered from being marginalized as a secondary
task- only now with the need to ensure compliance with government
regulations such as the Sarbanes-Oxley Act are organizations starting to
prioritize this important aspect of the business cycle.
Imperatives in this area include the need for clearly assigned records
management responsibility overall and within the departments; the need for
continuously updated records that minimize outdated information within the
organization, and of course the ultimate need to maximize transparency and
protect the organization from audit and legal worries.
And finally, a good records management policy ensures the preservation of
vital company information that ensures business continuity in the case of
disaster.
Records management capabilities in Office "12" SharePoint servers give
records managers the ability to set up a records repository according to the
organization's file plan. This repository exhibits "vault" behavior which
ensures that the records in it are not altered in any way.
Multiple libraries for organizing different types of business records can be
created and retention policies can be set based on the retention schedules.
Records can be captured from external sources like document management
systems, e-mail servers and Microsoft Outlook and routed to the correct
location in the repository. Physical records can be managed as well. The
system also provides the ability to specify an action when the expiration
date is reached which either disposes the record or starts a workflow that
can allow the records manager to take action like moving this record to a
long term archive. Auditing policies can be turned on to log all activity
against a record library and administrators have the ability to see reports
on the usage. The "Hold"
functionality assists in managing the legal discovery process by superseding
the retention policy on a record under discovery, so that it is not disposed
off even when the expiration trigger is reached.
Full document at
http://www.microsoft.com/office/preview/ecmwhitepaper.mspx
Nolene Sherman
Records Management Director
Standard Pacific Homes
(949) 789-1668
[log in to unmask]
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List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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