Wednesday, July 17, 2013

What’s new in Records Management and Compliance in SharePoint 2013

Hi Folks,
I’m writing this article about what’s new in Records Management and Compliance in SharePoint 2013. SharePoint 2013 has extended the retention policies to be applied on the site level!.

Having the site retention policies on the site level is a cool feature, especially for most of the small/medium organizations that creates sites for their departments and not site collections.

Another cool feature which is the site policy also applies on SharePoint 2013 Foundation, so you can apply your site retention polices if you have SP 2012 Foundation instance.

Site Level Retention:

You can manage retention policies to SP sites and exchange 2013 team mailboxes that are associated with the sites.

Compliance officers create policies, which define the following:

n  The retention policy for the site and the associated exchange team mailbox, if any is associated.

n  What causes the project to be closed?

n  When a project should expire.

Here are the steps to apply compliance and retention policies:

1)      The site owner creates a SharePoint site.

2)      The site owner creates an exchange server 2013 team mailbox.

3)      The site owner assigns/selects the appropriate retention policy template.

4)      The site owner invites team members to join the site.

5)      All emails and documents among the site team members, the selected policy will be applied.

6)      When the project is completed, the site owner closes the project.

7)      Once the project is closed by the site owner, all project folders in outlook 2013 User Interface will be removed.

8)      When the project expires as per the selected policy, all associated artifacts to this project will be deleted.

 Hope this helps.

Useful Urls:

** Overview of site permissions in SharePoint 2013



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