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Sat, 28 Apr 2018 17:22:41 +0000
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Records Management Program <[log in to unmask]>
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"Shaw, Francesca R" <[log in to unmask]>
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Records Management Program <[log in to unmask]>
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Thank you Andrew! -- I will take a look at your blog posts and follow up with you.

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Andrew Warland
Sent: Wednesday, April 18, 2018 3:31 PM
To: [log in to unmask]
Subject: [EXTERNAL]Re: RIM Implementations in O365

Hi Fran

We have been managing (including boxes of paper records) records in SharePoint since 2012 and now in Office 365, all completely OOTB. I blog about this, here is perhaps the most relevant blog post:
https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttps-3A__andrewwarland.wordpress.com_2017_08_28_the-2Drecordkeeping-2Dworld-2Dof-2Doffice-2D365-2Dmore-2Dthan-2Djust-2Dsharepoint_%26d%3DDwIFaQ%26c%3DpZJPUDQ3SB9JplYbifm4nt2lEVG5pWx2KikqINpWlZM%26r%3Db5NZPQUb9_r2rQ3Zd74ATT3aSs9yKyRnJLOhqJvd7fE%26m%3DnwcuzxYdpK6Nno1S7nBUqo2l417fHXpYTXTnTttehB4%26s%3DbIO6iiSj-gq3aaSU7chXlWdP7kynLrXUgOThTD9qSrY%26e&data=02%7C01%7Cfrancesca.r.shaw%40CONOCOPHILLIPS.COM%7Ca4145190351b419016bb08d5a56b58a6%7Cb449db5ea80a48eba4c23c88bb78353b%7C0%7C0%7C636596802824784948&sdata=fj%2FIU0xQRXkrTj6SrAhTWK62P6EVUKph%2F%2BTlzhIYdzg%3D&reserved=0=

I always say that it's important for records managers to get as close to the core of Office 365 as possible because that is where (now) a lot of the settings can be found. Retention policies for example are in the Security and Compliance portal of Office 365 and can be applied to most of O365 content.

You need to think a little differently when managing records in Office 365; one striking example is that 'files' don't really exist. In SharePoint they are document libraries or document sets in those libraries (all our 15,000 or so staff files are document sets in a single library). Capturing emails in a document library isn't really promoted; instead, the O365 retention (and security) policies apply to all content in SP and Exchange. We also don't use a great deal of additional metadata (except for staff files).

It's worth looking at what the Office Graph does too in terms of presenting information via Delve and Discover.

I'm happy to answer any questions you may have about how we do this.

Andrew Warland
Sydney, Australia

On Thu, Apr 19, 2018 at 2:39 AM, Francesca Shaw < [log in to unmask]> wrote:

> ​Hello,
>
> I am curious if anyone has implemented RIM in O365 Online and if so 
> would you be able to share the basics on your methodology.
>
> We are being challenged to do this using OOTB to the fullest extent 
> possible but I am struggling with the limitations and complexities. I 
> am hopeful someone here may be able to share some 
> learnings/challenges.
>
> Regards,
> Fran Shaw
>
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