Implementing Information Management Solutions using Microsoft SharePoint 2010

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Brand New Course For 2012

Implementing Information Management Solutions Using Microsoft SharePoint 2010 24 – 27 June 2012 • Hyatt Regency Hotel, Dubai, UAE

This course will enable you to design effective and efficient information management solutions. It will help you :

Who Should Attend? •

Records and Information Managers who need to know more about Microsoft SharePoint 2010 to develop record management strategies and systems

Business and Information Analysts who need to understand how to design solutions using Microsoft SharePoint 2010

SharePoint Designers/Programmers who need to understand more about information and records management

ICT Managers who need to implement effective information storage strategies for their Microsoft SharePoint 2010 systems

➜ Create more efficient storage structures, avoiding duplication and thus reducing storage costs ➜ Apply effective lifecycle management, deleting redundant information both reducing storage costs and improving information searches ➜ Increase accessibility of information, enabling staff to be more productive ➜ Ensure compliance with legislation and regulation, avoiding fines and protecting corporate reputation ➜ Reduce time taken to develop and test SharePoint solutions, reducing the cost of implementing new applications Organised by:

Official Regional Recruitment Partner:

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Implementing Information Management Solutions Using Microsoft SharePoint 2010 24 – 27 June 2012 • Hyatt Regency Hotel, Dubai, UAE Meet Your Expert Course Director Richard Jeffrey-Cook MBCS, CITP Richard Jeffrey-Cook is the Head of Information and Records Management at In-Form Consult Ltd. In-Form Consult Ltd is a leading international information management consultancy helping organisations to introduce better information management practices

Course Introduction SharePoint 2010 is being widely adopted as the user platform of choice for many organisations. It has established itself as the corporate information vehicle for a wide range of desktop user services, including collaboration, web publishing and information sharing. With SharePoint 2007 Microsoft incorporated records management capabilities for the first time. Microsoft has developed this capability further in SharePoint 2010. Organisations are now beginning to adopt these features to provide their corporate Electronic Document and Records Management (EDRM).

and implement electronic document, content, knowledge and record management systems. Richard has over 25 years of implementing IT solutions to both public sector and private sector organisations and has supplied information management consultancy to, and implemented systems on behalf of,

Developing a solid and sustainable information management capability within SharePoint requires careful planning, design and implementation. This course helps guide you through the document and records management features within SharePoint and presents a 12-step method to undertaking information architecture and design.

organisations including , UK Houses of Parliament, the European Central Bank, The UK National Archives, BP and Aviva plc.

This course aims to offer you : • An understanding of the corporate information

Richard has designed information management

management system requirements and options

solutions in SharePoint since 2008. He is a regular presenter at records nanagement events in the UK and Europe. His articles have appeared in RM bulletin and other leading magazines.

• An assessment of the capability of SharePoint to meet information management requirements

Richard is a member of the MoReq2010 project team. MoReq 2010 is the latest version of the model requirements for electronic records management developed by the DLM Forum.

• A description of the various versions of SharePoint and a key comparison of the features • An explanation of Microsoft SharePoint and its record management capability; what it does and what it

Richard was author of the Local Government Classification Scheme on behalf of the Information and Records Management Society of Great Britain. He is also a member of the British Standards Institute Committee IDT/2/17 Records Management and Archives.

+971 4 335 2437

• An overview of Microsoft SharePoint 2007 and 2010

+971 4 335 2438

does not do • A method for designing a Microsoft SharePoint information architecture • Guidelines for implementing a solution and the key stages to consider

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www.iirme.com/sharepoint


Course Timings Registration will be at 07:30 on the first day. The course will commence at 08:00 every day and finish at 14:30. There will be breaks for refreshments at approximately 10:30 and 12:30 and lunch will be served at the end of each day’s session.

Outline

Day One What Is Information Management? • Distinction between information and data • Definitions • Electronic document and electronic records management • Importance of change management • Planning an implementation Introduction To Microsoft SharePoint • Capabilities of Microsoft SharePoint • SharePoint 2007 • SharePoint 2010 The Document Management Capabilities Of SharePoint • Version control • Check-out and check-in • Document sets • Document IDs Creating Team Sites And Document Libraries

Day Two The Records Management Capabilities Of SharePoint • In-place records management • Records centre • Content types • File plan • Term store management • Content organiser • Legal holds Creating Record Centres

• Central administration • Storage approaches Sites And Libraries • Types of SharePoint solution • Templates Information Security • Permissions and privileges • SharePoint and active directory groups Records Management Approaches • In-place or records centre Reporting And Auditing

Day Four Workflow • Browser based • SharePoint Designer 2010 • Integration with Visio • Third party workflow products Usability And Integration With Microsoft Office • Explorer view • Integration with Outlook • Integration with Word • Excel Services and Access Services Search • Types of search • Search scopes • Crawling and indexing • Promoting and demoting pages SharePoint And The Cloud

SharePoint Governance • Governance areas • Governance and site types • Governance stakeholders • Governance and training • IT Governance

Would you like to run this course in-house?

Integrating SharePoint And EDRMS Applications

Day Three Introducing A Design Method • 12 step SharePoint information architecture method Technical Architecture Of SharePoint 2010 • Farms, services, features and web applications

+971 4 335 2437

+971 4 335 2438

The in-house training division of IIR Middle East Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts register@iirme.com

www.iirme.com/sharepoint


Implementing Information Management Solutions Using Microsoft SharePoint 2010 24 – 27 June 2012 • Hyatt Regency Hotel, Dubai, UAE

FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 21743 Dubai, UAE

+971 4 335 2437 +971 4 335 2438

GCS/IIR Holdings Ltd. P.O Box 13977 Muharraq Kingdom of Bahrain

register@iirme.com

www.iirme.com/sharepoint

DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com WEB BC4572 Event Implementing Information Management Solutions Using Microsoft SharePoint 2010 24 – 27 June 2012

Course Fee Before 8 April 2012

Course Fee Before 29 April 2012

Final Fee

US$ 3,895

US$ 4,395

US$ 4,695

WOULD YOU LIKE TO RUN THIS COURSE INͳHOUSE?

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. You can pay by company cheques or bankers draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a New York bank and an extra amount of US$ 6 per payment should be added to cover bank clearing charges. In any event payment must be received not later than 48 hours before the Event. Entry to the Event may be refused if payment in full is not received. Credit card payment If you would like to pay by credit card, please tick here and a member of our team will contact you to take the details

Cancellation If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the Event are subject to a $200 administration charge. Registration fees for registrations cancelled 7 days or less before the Event must be paid in full. Substitutions are welcome at any time.

Avoid Visa Delays - Book Now Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible. Visas for non-GCC nationals may take several weeks to process. All registrations are subject to acceptance by IIR which will be confirmed to you in writing. Due to unforeseen circumstances, the programme may change and IIR reserves the right to alter the venue and/or speakers.

Event Venue: Hyatt Regency Hotel, Dubai, UAE Tel: +971 4 209 1234 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

JW/ST T100 Information Technology

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