Getting started

First of all, thank you for being a client. We appreciate that you trusted Gimmal for your purchase.

For the most part, the Records Management documentation is separated into guides for each role, starting with system administration and moving through to developers. Some of the topics you are interested may be in other guides, for instance, if you are a Global Records Manager setting up the File Plan, you will need to move down to the Record Manager guide.

You can go directly to the guides above, or work through the steps we have put together around the topics that should help you get started using the system.

1. Deployment

Gimmal Records Management is a part of the Gimmal Cloud, however it can also be deployed on your servers (or your cloud servers, such as Azure). However, even if you use the Gimmal Cloud, you may still need or want to deploy the connectors on your own. The following planning topic will help understand your options.

(5.2.2) Plan Your Deployment

If you are deploying the core software on your servers, start with the following topic:

(5.2.2) Deploying On-Premise

Connector Deployment

To deploy connectors on your own services, start with the (5.2.2) Connector Deployment topic.

Physical Records Management Deployment

(5.2.2) Physical Records Management Server Deployment (5.2.2) Physical Records Management Configuration

2. First time setup

If this is the first time you are personally using Gimmal Records Management, you should start here. Even if you are the first person in your organization to use the software, start here for setting it up the first time.

(5.2.2) First time setup

If you are a user, and not configuring the File Plan, skip down to step 6, using the Inbox.

3. Creating the File Plan

The first step for almost any records management implementation is to build your file plan, which contains the retention schedule and lifecycles for you content. Build each of the following components in order to fully prepare your File Plan. Start with the topic on (5.2.2) Building Your File Plan.

4. Add classification rules

Once the File Plan is complete you will need to build classification rules in order to classify content in your sources to the Record Classes in the File Plan.

(5.2.2) Classification

5. Adding policies to Record Classes

Once you have information classifying correctly, it's time to assign the lifecycles (policies) to each Record Class.

(5.2.2) Lifecycles and Record Classes

6. Using the inbox

Now that content is being classified to your File Plan and adhering to policies, records ready for disposition will start showing up in your Inbox.

(5.2.2) Inbox

7. Setting up Crawl Overrides in SPOC

By default, the SharePoint Online Connector manages content in Document Libraries that are not hidden and are not excluded from a search. The Crawled Libraries tab allows for customized control of this behavior, allowing the creation of overrides to crawl content in hidden libraries or to ignore content in non-hidden libraries.

Setting Up Crawl Library Overrides