Join Toni Saddler-French for an in-depth discussion in this video What you should know before watching this course, part of Managing Records in SharePoint.
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Before we get started with this course, there are a few things that you need to know. This course applies to most versions of SharePoint Online for Office 365, and a SharePoint Server 2013. If you're using SharePoint Online, there's a resource you can check to see if this course will apply to you. There's a SharePoint Online Service Description on Microsoft TechNet, and you can see that there are different types of SharePoint Online. For example, Office 365 Small Business. There's a Midsize Business, that's the version that I'm using, Office 365 Midsize Business.
As well as different plans for enterprise, education, and government. This course will apply to Midsize Business and above. And you can look for records management to see where the feature fits. I'm going to look for records, and you can see records management applies to most versions, and you can scroll up. To see which versions those are if you need to double check them. You should also be aware of permissions. Some of these features require site administrator permissions. If you aren't a site administrator, you can work with your administrators to configure these features.
This course also is best if you have SharePoint experience, or experience with records management. If you need some background on SharePoint, there's a course you can take at lynda.com. If you have SharePoint Online, it's called SharePoint Online Essential Training with Gini Courter. And that course provides a lot of background and necessary information on content management. It's not necessary if you already have SharePoint experience, but it's a good resource to know about. If you have SharePoint Server, there's a similar course called SharePoint Server 2013 Essential Training with Gini Courter.
All of these links and more are provided in a handout that's available with this course.
- What is a record in SharePoint?
- Defining your record-management needs
- Planning for records management
- Using content types with records
- Managing records in place
- Creating a Records Center
- Troubleshooting tips