Courses - Online Public
RIMtech Public Online Courses are scheduled from time to time and open to anyone. Courses are 1 day in duration unless otherwise specified. On occasion, a course may be withdrawn from a particular date slot if minimum registration is not reached.
Most courses are conducted at the following time of day:
Microsoft Purview™ The REAL Records Management - For the IM Professional
PurRMIM 1U
Tired of all the Purview training videos? Me too! Typically just a stream of what Purview can do. Not very helpful! Purview is a very challenging product to learn and deploy in a genuine records-compliant setting. Separate the marketing hype from the recordkeeping reality with this ground-breaking course from someone who truly understands records management, and is NOT trying to sell you the product. Purview has its own unique language, completely foreign to records management, and here you’ll learn how to speak it. Understand Purview’s critical shortcomings and limitations, with effective workaround strategies and methods. Learn how to deploy Purview safely to achieve genuine recordkeeping compliance. This course is not a hands-on product training experience. Nor is it a Webinar-like stream of “What Purview can do”. Instead, you’ll learn how to translate its language to real-world records management, what works well and not so well, what to avoid, practical workarounds for serious limitations, and how to achieve, then prove, genuine recordkeeping compliance. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He has no stake in Purview sales or services, and calls it as he sees it. Bruce will navigate you through the complexities of Purview in simple, understandable recordkeeping terms you can relate to. You’ll finally be able to understand Purview and learn what it really takes to deploy it in a real-life electronic recordkeeping project
How to Build a Software-Ready Retention Schedule for EDRMS
RRS 1U
Your retention schedule is not suitable for electronic recordkeeping – it’s going to have to change! To deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is specifically structured to load into the recordkeeping software you’ll need to deploy for a successful EDRMS. It will never be seen or utilized by humans! It has to be machine-readable, and actionable by the recordkeeping software. Case (event-driven) activities must be properly defined, and you’ll need to express existing retention rules in machine-actionable format. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
EDRMS Deployment for Microsoft SharePoint
Deploy 1U
You’ve selected your recordkeeping software for SharePoint, and it’s time to install. But wait! The path to achieve full recordkeeping compliance in SharePoint is typically a long, complex, and costly road. You’ll need to rework your retention schedule, load it into the recordkeeping software, define and deploy a suitable Information Architecture for SharePoint, then define, create, and test automated retention rules. This can take years of work and a lot of money. Even worse, many projects still fail, either because of not reaching the minimum classification accuracy rate, or not handling case records properly. Avoid these failures, shorten deployment time, and ensure successful compliance with RIMtech’s Rapid EDRMS Deployment Methodology, featuring Catalyst IG Tools™. Learn RIMtech’s proven 6-step EDRMS deployment methodology, and how Catalyst IG Tools are employed to greatly shorten deployment time. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
SharePoint Metadata for Records Compliance
SPMM 1U
You have SharePoint online. But have you defined custom metadata suitable for your organization? SharePoint metadata is the key to a successful SharePoint experience. However an EDRMS (Electronic Document/Records Management System) deployment is impossible without metadata, as it drives compliance. Did you know that none of the modern recordkeeping software products for SharePoint can function without essential compliance metadata? Too little metadata means you’re not getting value from SharePoint, and recordkeeping cannot work. Too much leads to user complaints. A typical healthy records-compliant SharePoint deployment has an average of 14 metadata fields per library. But the user only has to enter an average of 2.1! Did you know that a modern software-ready retention schedule has to specify metadata? Attend this course to understand the value and purpose of metadata, and learn a structured methodology for defining suitable metadata for a successful compliant SharePoint deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
SharePoint for Information Management Professionals
SPRM 1U
Congratulations – you’re going to be the records administrator for SharePoint! Eventually, SharePoint will become an EDRMS (Electronic Document/Records Management System), with some recordkeeping software applying records control to SharePoint content. No matter what recordkeeping software you ultimately deploy, you’re going to need a very specific minimum level of competence with SharePoint. Forget general-purpose SharePoint training – you’ll learn things you won’t likely need, like web pages, workflows, etc. Take this course to learn exactly what you’ll need to know, no less and no more. You’ll need to know basic user level, plus administrative document management skills to create and manage Libraries, Content Types, Document Sets, Columns, Lists, List Views, etc. These are the specific skills you’ll need to deploy any recordkeeping software for SharePoint, to understand essential SharePoint Information architecture in an EDRMS setting, and to work with your IT team. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint. Learn from someone who speaks your language, and will simplify SharePoint to what you need to know.
Purview Records Management for IT Professionals
PurRMIT 1U
You’ve been tasked with deploying Purview Recordkeeping. You’ve read the documentation. You understand it, but records management is new to you. Your Records Manager has that “deer in the headlights” look. How hard can it be? Don’t underestimate it – attend this course to understand core records management concepts and principles, and how to apply Purview properly to achieve genuine compliance. Too many Purview deployments have failed – avoid the two common failure points. Understand Purview’s critical limitations, with effective workaround strategies and methods. Learn how to deploy Purview safely to achieve genuine recordkeeping compliance. You’ll also learn what not to do with Purview. This course is not a hands-on product training experience. Nor is it a Webinar-like stream of “What Purview can do”. You already know what it can do. Instead, you’ll learn how to deploy Purview properly from someone who understands records management, yet speaks IT. You’ll discover what works well and not so well, what to avoid, practical workarounds for certain limitations, and how to achieve genuine recordkeeping compliance. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. Bruce will teach you what you need to know about records management, how to configure Purview in a recordkeeping setting, and how to deliver true recordkeeping compliance using Purview.
EDRMS Project Management
EDRMSPM 1U
An EDRMS (Electronic Document/Records Management System) can be a complex project with many moving parts. Major components include a retention schedule, records management software, email to SharePoint integration, and of course SharePoint itself. How do all of these parts fit together? What roles will the RIM and IT professionals play? How will you know if the project is successful – what are the measures to prove it? How long will it take? A large project could potentially take years. Attend this course to learn how to manage an EDRMS project of any scale, from initial conception through to post-deployment maintenance. What about migration of documents into a formal recordkeeping system? Migration alone could be a project in its own right. An EDRMS represents a high-impact change in the way people store, share, and retrieve their documents. New skills and methods will have to be developed. Be fully informed so you know exactly what you’re getting into. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He counsels his clients on how to manage EDRMS projects, and also manages projects himself. Bruce is Prince2® project-management certified.
Electronic Recordkeeping – EDRMS 101
EDRMS 1U
Did you know that all EDRMS (Electronic Document/Records Management System) solutions are fundamentally similar? The only difference is the recordkeeping software. You’ll have to bring together two very different technologies, namely SharePoint and the recordkeeping software. This course will teach you everything you need to know about EDRMS in order to achieve recordkeeping compliance for your SharePoint content, and prove it! Learn how to configure SharePoint, the three key performance indicators of any EDRMS project, how to handle case records, and quantify key internal project numbers that will drive the project throughout its lifetime. Hear about the two lethal threats to any EDRMS project, and how to avoid them. And you’ll also understand why you need to reconfigure your retention schedule in order to support the recordkeeping software. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint. Learn from someone who speaks your language, and will simplify SharePoint to what you need to know.
SharePoint® For IM Professionals – Deep Dive
SPRMDD 1U
Congratulations – you’re going to be the records administrator for SharePoint! Eventually, SharePoint will become an EDRMS (Electronic Document/Records Management System), with some recordkeeping software applying records control to SharePoint content. No matter what recordkeeping software you ultimately deploy, you’re going to need a very specific minimum level of competence with SharePoint. Forget general-purpose SharePoint training – you’ll learn things you won’t likely need, like web pages, workflows, etc. Take this course to learn exactly what you’ll need to know, no less and no more. You’ll need to know basic user level, plus administrative document management skills to create and manage Libraries, Content Types, Document Sets, Columns, Lists, List Views, etc. These are the specific skills you’ll need to deploy any recordkeeping software for SharePoint, to understand essential SharePoint Information architecture in an EDRMS setting, and to work with your IT team. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint. Learn from someone who speaks your language, and will simplify SharePoint to what you need to know.
SharePoint Metadata for Recordkeeping Compliance – Deep Dive
SPMMDD 1U
You have SharePoint Online. But have you defined custom metadata suitable for your organization? SharePoint metadata is the key to a successful SharePoint experience. However an EDRMS (Electronic Document/Records Management System) deployment is impossible without metadata, as it drives compliance. Did you know that none of the modern recordkeeping software products for SharePoint can function without essential compliance metadata? Too little metadata means you’re not getting value from SharePoint, and recordkeeping cannot work. Too much leads to user complaints. A typical healthy records-compliant SharePoint deployment has an average of 14 metadata fields per library. But the user only has to enter an average of 2.1! Did you know that a modern software-ready retention schedule has to specify metadata? Attend this course to understand the value and purpose of metadata, and learn a structured methodology for defining suitable metadata for a successful compliant SharePoint deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
How to Build a Modern Software-Ready Retention Schedule – Deep Dive
RRSDD 1U
Your retention schedule is not suitable for electronic recordkeeping – it’s going to have to change! To deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is specifically structured to load into the recordkeeping software you’ll need to deploy for a successful EDRMS. It will never be seen or utilized by humans! It has to be machine-readable, and actionable by the recordkeeping software. Case (event-driven) activities must be properly defined, and you’ll need to express existing retention rules in machine-actionable format. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
Microsoft Purview™ The REAL Records Management – For the IM Professional, Deep Dive
PURRMIMDD 1U
Tired of all the Purview training videos? Me too! Typically just a stream of what Purview can do. Not very helpful! Purview is a very challenging product to learn and deploy in a genuine records-compliant setting. Separate the marketing hype from the recordkeeping reality with this ground-breaking course from someone who truly understands records management, and is NOT trying to sell you the product. Purview has its own unique language, completely foreign to records management, and here you’ll learn how to speak it. Understand Purview’s critical shortcomings and limitations, with effective workaround strategies and methods. Learn how to deploy Purview safely to achieve genuine recordkeeping compliance. This course is not a hands-on product training experience. Nor is it a Webinar-like stream of “What Purview can do”. Instead, you’ll learn how to translate its language to real-world records management, what works well and not so well, what to avoid, practical workarounds for serious limitations, and how to achieve, then prove, genuine recordkeeping compliance. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He has no stake in Purview sales or services, and calls it as he sees it. Bruce will navigate you through the complexities of Purview in simple, understandable recordkeeping terms you can relate to. You’ll finally be able to understand Purview and learn what it really takes to deploy it in a real-life electronic recordkeeping project.
Microsoft Purview™ Records Management – For the IT Professional, Deep Dive
PURRMITDD 1U
You’re an IT professional – not a records person. How can you deploy it properly to meet recordkeeping requirements? Learning what it does is one thing. But knowing how to use it properly to meet compliance is enother thing entirely. YouTube videos will not help – you need this course to know how to work with your RIM professional to deploy it properly. Purview is a very challenging product to learn and deploy in a genuine records-compliant setting. Understand how to use it appropriately with this ground-breaking course from someone who truly understands records management. Learn the essential concepts and language of records management. Purview has its own unique language, completely foreign to records management, and here you’ll learn how to translate it. Understand Purview’s critical shortcomings and limitations, with effective workaround strategies and methods. Learn how to deploy Purview safely to achieve genuine recordkeeping compliance. This course is not a hands-on product training experience. Nor is it yet another Webinar-like stream of “What Purview can do”. Instead, you’ll learn how to translate its language to real-world records management, what works well and not so well, what to avoid, practical workarounds for serious limitations, and how to achieve, then prove, genuine recordkeeping compliance. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He has no stake in Purview sales or services, and calls it as he sees it. Bruce will navigate you through the complexities of Purview in simple, understandable recordkeeping terms you can relate to. You’ll finally be able to understand Purview and learn what it really takes to deploy it in a real-life electronic recordkeeping project.
EDRMS Deployment for Microsoft SharePoint™, Deep Dive
DeployDD 1U
You’ve selected your recordkeeping software for SharePoint, and it’s time to install. But wait! The path to achieve full recordkeeping compliance in SharePoint is typically a long, complex, and costly road. You’ll need to rework your retention schedule, load it into the recordkeeping software, define and deploy a suitable Information Architecture for SharePoint, then define, create, and test automated retention rules. This can take years of work and a lot of money. Even worse, many projects still fail, either because of not reaching the minimum classification accuracy rate, or not handling case records properly. Avoid these failures, shorten deployment time, and ensure successful compliance with RIMtech’s Rapid EDRMS Deployment Methodology, featuring Catalyst IG Tools™. Learn RIMtech’s proven 6-step EDRMS deployment methodology, and how Catalyst IG Tools are employed to greatly shorten deployment time. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.
EDRMS Project Management – Deep Dive
EDRMSPMDD 1U
An EDRMS (Electronic Document/Records Management System) can be a complex project with many moving parts. Major components include a retention schedule, records management software, email to SharePoint integration, and of course SharePoint itself. How do all of these parts fit together? What roles will the RIM and IT professionals play? How will you know if the project is successful – what are the measures to prove it? How long will it take? A large project could potentially take years. Attend this course to learn how to manage an EDRMS project of any scale, from initial conception through to post-deployment maintenance. What about migration of documents into a formal recordkeeping system? Migration alone could be a project in its own right. An EDRMS represents a high-impact change in the way people store, share, and retrieve their documents. New skills and methods will have to be developed. Be fully informed so you know exactly what you’re getting into. This course is designed and delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He counsels his clients on how to manage EDRMS projects, and also manages projects himself. Bruce is Prince2® project-management certified.