Getting Started

Owned by RecordPoint (Unlicensed)
Last updated: Jan 30, 2020 by Laura Boustany
4 min read

Welcome,

This section is designed to guide you through the process of installing and configuring RecordPoint. Following the process below will provide you with insight into the installation and configuration process and provide links to helpful documentation and tools. This guide is for an on premises installation (which may include 365Connect for managing SharePoint Online content). If you are using Record365 (RecordPoint’s SaaS service) then please contact your local account representative.

If you require support, please contact your local account representative or log a support request via our online help desk (details below).

Before You Start

Before you start this process, you will need to create an account on our Support Site and submit a request for download permissions. You will need these to access some of the below tools and software downloads.

  1. Register on our Support Site – Create an account on our Support Site.
    1. Select Sign in
    2. Under 'New to RecordPoint', Select Sign up
  2. Request Download Permissions – Once you have created an account, either log a support request from our Support Site or send an email to support@recordpoint.com asking for permissions to download the software. Once you have received confirmation that you have received these permissions, proceed to the next section.

Installing RecordPoint

If you are running SharePoint 2013 or 2016, the following are links to our installation guide and software downloads for the most recent version of RecordPoint:

If you are running SharePoint 2010, please contact your local account representative for the proper installation guide and download link.

The installation guide covers the following steps in detail:

  1. RecordPoint Installation – Provides an overview of the installation process.
  2. Installation Prerequisites – This is split into two sections: one for SharePoint 2013 and one for SharePoint 2016. Follow the prerequisites for the version of SharePoint you are using.
  3. SharePoint Setup – This section covers certain SharePoint configurations that must be completed before RecordPoint can be installed.
  4. Software Installation – There are two ways that RecordPoint can be installed:
    1. Recommended – Software Installation using the SharePoint User Interface

    2. Software Installation using Windows PowerShell

      Only one of these sections need to be actioned in order to install RecordPoint.
      - When licensing RecordPoint, the support team can provide multiple license keys if required (for demo environments, test instances, etc).
      - When deciding upon an aggregation level during content deployment, see this article for more information. Note that although this can be set at a later time, it cannot be changed once set.
  5. Post Installation Checkpoints – Post installation checks that should be performed in order to determine if RecordPoint has installed correctly.

Getting Started

Once RecordPoint has been successfully installed, the next steps involve configuring SharePoint to submit items and RecordPoint to classify incoming content. The following steps and documentation links will help you set up the essentials in your environment to start using RecordPoint to manage records:

  1. Understand our Terminology – Listed here are definitions and additional information on some common RecordPoint terms that you will encounter during the various configuration steps.
  2. Configure Security – Learn about how to configure permissions by adding users and groups to the default RecordPoint security groups to grant the appropriate permissions.
  3. Rule Creation – RecordPoint automatically classifies incoming content via a rules-based engine. An item’s retention schedule and action is decided by the classification it receives, which is defined by RecordPoint rules. A few steps must be taken before rules can be created:
    1. Creating outcomes and classification term - RecordPoint Import Outcome template provides the ability to import outcomes and also create the business classification schema in the term store.
    2. Creating Rules and Patterns - Rules are actions used to evaluate content created from the Active Site and are created through associating patterns with outcomes. To begin building a rule set, select one or more outcomes from the list and associate or append patterns to these outcomes to define how content is evaluated and classified.
  4. Aggregation Settings – RecordPoint allows for the aggregation of content from the Site Collection all the way to the lowest level folder. It’s important to have the aggregations settings configured for each site before records are submitted.
  5. Configure Workflow – Before documents can be submitted to RecordPoint, the submission workflows must be configured in SharePoint. Workflows can be attached to a Content Type or List.
  6. Manage Records – By this point, records should be submitting through to RecordPoint with a classification applied. Now they can be managed.  
    1. Triaging Records – This section covers how to manage unclassified records and related information.
    2. Disposing Records – This section covers the disposal process in RecordPoint once records have reached the end of their retention period.

Now What?

The above tools and documents have hopefully provided you with assistance in installing and setting up RecordPoint, but there is still a lot to cover and learn. You can access a range of documentation at http://docs.recordpoint.com/ and suggest you liaise with your local account representative should questions arise.

If you require further technical assistance, feel free to submit a support request through the Support Site, or send an email to support@recordpoint.com