Configuration Overview

We talk about HPE Records Manager governing SharePoint content automatically and without end users having to make conscious records management decisions.  This is achieved through the use of lifetime management policies to govern what content is managed and when it is managed, as well as the definition of rules that determines how the record is creating in HPE Records Manager.

The video below provides a demonstration of many of the configuration options of the SharePoint governance and compliance app as it walks through a practical example going from no management through to full automated records management of a SharePoint list.

There is an assumption in this video that you are familiar with:

  • Basic record management concepts
  • Working with content in SharePoint
  • The "management" concept of the HPE RM Governance and Compliance app

If these concepts are not familiar to you then I recommend watching the video here first: