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SharePoint Governance:
Impacts of Moving to the Cloud


What we’ll cover today:

• Cloud Strategy: Office 365 & SharePoint Online

• Important Considerations for Moving to the Cloud

• Investments already made in SharePoint

• Impacts to Data Sovereignty and Regulatory
  Compliance
About   Christian Buckley,
        Director of Product Evangelism at Axceler

        • Microsoft MVP for SharePoint Server

        • Prior to Axceler, worked for Microsoft, part of the Microsoft Managed
          Services team (now Office365-Dedicated) and worked as a consultant
          in the areas of software, supply chain, grid technology, and
          collaboration

        • Co-founded and sold a software company to Rational Software.
          At E2open, helped design, build, and deploy a SharePoint-like
          collaboration platform (Collaboration Manager), onboarding
          numerous high-tech manufacturing companies, including Hitachi,
          Matsushita, Cisco, and Seagate

        • Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing
          Real-World Projects’ link (MS Press) and 3 books on software
          configuration management.


            Twitter: @buckleyplanet   Blog: buckleyplanet.com   Email: cbuck@axceler.com
Axceler Overview
• Improving Collaboration since 2007
•   Mission: To enable enterprises to simplify, optimize, and
    secure their collaborative platforms
•   Delivered award-winning administration and migration
    software since 1994, for SharePoint since 2007
•   Over 3,000 global customers

• Dramatically improve the management
  of SharePoint
•   Innovative products that improve security, scalability,
    reliability, “deployability”
•   Making IT more effective and efficient and lower the total
    cost of ownership

• Focus on solving specific SharePoint
  problems (Administration & Migration)
•   Coach enterprises on SharePoint best practices
•   Give administrators the most innovative tools available
•   Anticipate customers’ needs
•   Deliver best of breed offerings
•   Stay in lock step with SharePoint development and market trends
About   Antonio Maio,
        Senior Product Manager at TITUS

        • Microsoft MVP for SharePoint Server

        • Senior Product Manager bringing over 20 years of experience in both
          software development and product management to TITUS.

        • Antonio's background includes formal education and experience in
          cryptography, public key infrastructure and information security, and
          he previously held positions at Corel, Entrust, and several Microsoft
          partner organizations. His broad knowledge and experience with
          Microsoft SharePoint extends over the last 8 years and centers
          particularly around solving security challenges while at the same time
          helping customers share the right information with the right people.


           Twitter: @antoniomaio2   Blog: trustsharepoint.com   Email: antonio.maio@titus.com
TITUS Overview
• Data Security & Classification Market Leader
 • Over 500 Enterprise Customers
 • Over 2 Million Users Deployed
 • Customers across Government, Military and Commercial Sectors

• Enhance SharePoint Security
 • Ensure the right people access the right information in SharePoint

• Email and Document Marking
 • Ensure every email is classified and protectively marked before it is sent
 • Ensure every document is classified and protectively marked

• Data Loss Prevention
 • Prevent inadvertent disclosure of sensitive information
 • User-driven DLP strategy that starts with the user
Our goal today:

To help you fill in
some of the pieces of
your planning strategy
for the cloud
According to



43%  Growth of enterprise spending
     on cloud in 2012


$6.1 billion           Total spend last year


48%  Expected growth of enterprise
     spending on cloud in 2013


$9 billion         Spend expected this year
What is driving cloud
adoption?


Data anytime, anywhere.

It’s all about self-service.

Bring your own device.

Everything is social.

Built for the business user, not IT.
Why the cloud is becoming
important to SharePoint
customers
As SharePoint continues to expand its footprint,
companies are demanding flexible architectures to
help them better meet internal and external
collaboration needs
 • Reducing costs
 • Reducing headcount
 • Doing more with less
 • Focusing less on traditional IT activities and more on
   activities that will help drive the business forward
Microsoft in the Cloud

• Office 365 and SharePoint Online

• Microsoft’s solution for Cloud based collaboration
   • Includes SharePoint, Yammer, Exchange, Lync, Office Suite, etc.

• Businesses collaborate from virtually anywhere

• World-class hosting and reliability
   • Avoid overhead in managing your own infrastructure
Benefits
Office 365 & SharePoint
Online
• Low barrier & cost to entry

• Pay per use service plans

• Costs shift from CAPEX to OPEX

• Assurance on scale and high availability

• Professionally managed data center, 24x7 support

• Latest and Greatest - software is always up to date
Contrast
Traditional SharePoint On-
Premise
• Manage own infrastructure/servers

• Some part of the business owns or focusses on IT

• Upgrades can be time consuming and costly

• Clear delineation between data ownership &
  management

• Clear control over business information
Considerations for
SharePoint Online
Customizations
• Microsoft has introduced the “App Model”
   • New to Microsoft Office 2013 and SharePoint 2013
   • Works On-Premise and in Office 365 SharePoint Online
Considerations for
SharePoint Online
Customizations
• Benefits
   • Enhance SharePoint & Office to solve specific
     business problems

   • Flexible deployment models
      • Restrict access to server resources
        to ensure high-availability
      • Replaces sandbox solutions

   • Microsoft App Marketplace
Risks with the
 cloud model
Hang On!
Let’s talk about some real world scenarios
What about my existing
investment in SharePoint?
• Most SharePoint deployments have included
  customizations to meet critical business needs
   •   User Management & Administration
   •   Security and Compliance
   •   Auditing, Reporting, Alerting
   •   User Adoption, Records
   •   Branding, etc…


• Consider the business
  problems you’ve already
  invested in solving
Maturity of the Office365
platform
Managing on prem, the cloud, and hybrid:
Permissions Management

 •   Perform regular security checks across your
     farm, down to the document level
 •   Proactively review, delete, and reassign user
     permissions as needed
 •   Clean up users who are no longer in
     Active Directory but are in SharePoint
 •   Review SharePoint groups
 •   Have a process to backup and restore
     permissions
 •   Document site permissions (roles) so that its
     easier to duplicate them for new employees
 •   Monitor SharePoint licensing
Managing on prem, the cloud, and hybrid:
Content & Storage

 •   Monitor and track the growth of sites
     for better planning, especially with
     migrations
 •   Analyze web part usage to determine
     which sites are using which web parts
 •   Understand and manage SharePoint
     features
 •   Ensure consistent branding and behavior:
     site themes, quotas, regional settings, etc.
Managing on prem, the cloud, and hybrid:
Usage and Activity trends

 •   Analyze activity down to the site, page, and
     document level
 •   Identify who is accessing which documents, including
     details on that activity (i.e. checking in a document,
     editing a document, or just viewing a document’s
     properties)
 •   Isolate sites that are no longer needed and
     delete them
 •   Compare activity from the past to help
     anticipate the future
 •   Find sites with the most or least activity
Managing on prem, the cloud, and hybrid:
Reorganizing your farm

•   Proactively manage architecture of your site
    collections, sites, lists, libraries, folders and items
    within your farm or across farms
•   Have a plan for moving content and
    structure from test environment to
    production environment
•   Understand impacts due to
    architectural changes or
    business changes
Consider the Business Problem:
Security and Compliance
• Impacts to Governments, Intelligence
  Community, Regulated industries
• SharePoint has great built in security and
  compliance capabilities
   • At scale, management of security
     can be challenging
   • Specific industries have strict
     regulations on users accessing
     certain types of information
Consider the Business Problem:
Security and Compliance
• 3rd SharePoint applications to
  automate & enhance security




                            * AIIM report: Extending SharePoint Enterprise Security
Data Sovereignty


• Where data lives matters!
   • Once information is sent across borders, it’s difficult,
     if not impossible, to control
• Impacts to government and regulated industries
   • Governments need to ask “Where is my citizens’ data?”
   • What are the impacts on citizen data (PII, PHI)?
   • Do I have complete control over my data?
• How do we solve this issue?
Regulatory Compliance



• Industries need to comply with regulations –
   ITAR, HIPAA, ISO 27001, PCI DSS, PII, etc…
    •   ITAR regulations - restricted access control on controlled
        information based on user attributes
    •   HIPAA regulations address security and privacy of health data
    •   ISO27001 regulations are formal ISO specification to bring
        information security under explicit management control
Regulatory Compliance:
Consider ITAR
• ITAR – International Trade in Arms Regulations
    • Strict obligations dealing with international trade in weaponry
    • Which users can access specific controlled data, the citizenship of
      those users, the physical location of those users, etc.

• Office 365 is making good progress
    •   FISMA awarded, Certified under EU Safe Harbor, EU Model Clauses
    •   Data Processing Agreement (DPA) for customer data privacy
    •   FERPA, HIPAA BAA, HITEC requirements supported
    •   ITAR service plan available (variation of O365 Dedicated Plans)

Devil is in the details…
Do the certifications go far enough to meet your business needs?
Will the way they’re enforced fit with your organization?
Understand the risks




                       and develop a
                       plan
Self Quiz
As you prepare to move key
workloads to the cloud, here
are some governance
questions to ask yourself:
• What happens to your existing
  reporting and metrics? Do the
  same KPIs apply to your new
  cloud components, or do they
  need to be reevaluated?
• Are there any changes to your
  ability to manage permissions
  across your on-premises and
  cloud components? Are the
  methods different?
Self Quiz
• Do your existing policies remain
  in effect, or do you need to adjust
  for two models?
• Can you maintain visibility into
  your information architecture
  and the Managed Metadata in
  SharePoint across all farms, or
  granularly within individual sites?
• Are you able to track storage
  usage across all sites and
  site collections?
Self Quiz
• What happens to your auditing
  and compliance monitoring
  capability? Can you still see what
  is being accessed, and by whom?
• With your new social capabilities,
  how much visibility do you have
  into how users are interacting,
  where content is being shared,
  and how well collaboration is
  being achieved?
Self Quiz
• If moving content, sites and users
  between platforms, how much
  visibility will you have around
  storage, content database
  reports, inactive
  users, administrative cleanup of
  orphaned users?
• Are you able to setup
  management policies and
  procedures that span the
  various systems? Are you able
  to organize and automate
  complex preventive and
  responsive actions?
http://tinyurl.com/SPgmb




                                         http://tinyurl.com/d62j3nl
http://tinyurl.com/SPga4hd
Thank you!
  cbuck@axceler.com                  antonio.maio@titus.com
  @buckleyplanet                     @antoniomaio2
  www.Axceler.com                    www.TITUS.com
                 presentations       http://www.slideshare.net/AntonioMaio2/
                 blog                http://www.trustsharepoint.com
                 book                http://www.titus.com/blog
                 governance4hybrid

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SharePoint Governance: Impacts of Moving to the Cloud

  • 1.
  • 2. SharePoint Governance: Impacts of Moving to the Cloud What we’ll cover today: • Cloud Strategy: Office 365 & SharePoint Online • Important Considerations for Moving to the Cloud • Investments already made in SharePoint • Impacts to Data Sovereignty and Regulatory Compliance
  • 3. About Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration • Co-founded and sold a software company to Rational Software. At E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, and Seagate • Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press) and 3 books on software configuration management. Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
  • 4. Axceler Overview • Improving Collaboration since 2007 • Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms • Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 • Over 3,000 global customers • Dramatically improve the management of SharePoint • Innovative products that improve security, scalability, reliability, “deployability” • Making IT more effective and efficient and lower the total cost of ownership • Focus on solving specific SharePoint problems (Administration & Migration) • Coach enterprises on SharePoint best practices • Give administrators the most innovative tools available • Anticipate customers’ needs • Deliver best of breed offerings • Stay in lock step with SharePoint development and market trends
  • 5. About Antonio Maio, Senior Product Manager at TITUS • Microsoft MVP for SharePoint Server • Senior Product Manager bringing over 20 years of experience in both software development and product management to TITUS. • Antonio's background includes formal education and experience in cryptography, public key infrastructure and information security, and he previously held positions at Corel, Entrust, and several Microsoft partner organizations. His broad knowledge and experience with Microsoft SharePoint extends over the last 8 years and centers particularly around solving security challenges while at the same time helping customers share the right information with the right people. Twitter: @antoniomaio2 Blog: trustsharepoint.com Email: antonio.maio@titus.com
  • 6. TITUS Overview • Data Security & Classification Market Leader • Over 500 Enterprise Customers • Over 2 Million Users Deployed • Customers across Government, Military and Commercial Sectors • Enhance SharePoint Security • Ensure the right people access the right information in SharePoint • Email and Document Marking • Ensure every email is classified and protectively marked before it is sent • Ensure every document is classified and protectively marked • Data Loss Prevention • Prevent inadvertent disclosure of sensitive information • User-driven DLP strategy that starts with the user
  • 7. Our goal today: To help you fill in some of the pieces of your planning strategy for the cloud
  • 8. According to 43% Growth of enterprise spending on cloud in 2012 $6.1 billion Total spend last year 48% Expected growth of enterprise spending on cloud in 2013 $9 billion Spend expected this year
  • 9. What is driving cloud adoption? Data anytime, anywhere. It’s all about self-service. Bring your own device. Everything is social. Built for the business user, not IT.
  • 10. Why the cloud is becoming important to SharePoint customers As SharePoint continues to expand its footprint, companies are demanding flexible architectures to help them better meet internal and external collaboration needs • Reducing costs • Reducing headcount • Doing more with less • Focusing less on traditional IT activities and more on activities that will help drive the business forward
  • 11. Microsoft in the Cloud • Office 365 and SharePoint Online • Microsoft’s solution for Cloud based collaboration • Includes SharePoint, Yammer, Exchange, Lync, Office Suite, etc. • Businesses collaborate from virtually anywhere • World-class hosting and reliability • Avoid overhead in managing your own infrastructure
  • 12. Benefits Office 365 & SharePoint Online • Low barrier & cost to entry • Pay per use service plans • Costs shift from CAPEX to OPEX • Assurance on scale and high availability • Professionally managed data center, 24x7 support • Latest and Greatest - software is always up to date
  • 13. Contrast Traditional SharePoint On- Premise • Manage own infrastructure/servers • Some part of the business owns or focusses on IT • Upgrades can be time consuming and costly • Clear delineation between data ownership & management • Clear control over business information
  • 14. Considerations for SharePoint Online Customizations • Microsoft has introduced the “App Model” • New to Microsoft Office 2013 and SharePoint 2013 • Works On-Premise and in Office 365 SharePoint Online
  • 15. Considerations for SharePoint Online Customizations • Benefits • Enhance SharePoint & Office to solve specific business problems • Flexible deployment models • Restrict access to server resources to ensure high-availability • Replaces sandbox solutions • Microsoft App Marketplace
  • 16. Risks with the cloud model
  • 17. Hang On! Let’s talk about some real world scenarios
  • 18. What about my existing investment in SharePoint? • Most SharePoint deployments have included customizations to meet critical business needs • User Management & Administration • Security and Compliance • Auditing, Reporting, Alerting • User Adoption, Records • Branding, etc… • Consider the business problems you’ve already invested in solving
  • 19. Maturity of the Office365 platform
  • 20. Managing on prem, the cloud, and hybrid: Permissions Management • Perform regular security checks across your farm, down to the document level • Proactively review, delete, and reassign user permissions as needed • Clean up users who are no longer in Active Directory but are in SharePoint • Review SharePoint groups • Have a process to backup and restore permissions • Document site permissions (roles) so that its easier to duplicate them for new employees • Monitor SharePoint licensing
  • 21. Managing on prem, the cloud, and hybrid: Content & Storage • Monitor and track the growth of sites for better planning, especially with migrations • Analyze web part usage to determine which sites are using which web parts • Understand and manage SharePoint features • Ensure consistent branding and behavior: site themes, quotas, regional settings, etc.
  • 22. Managing on prem, the cloud, and hybrid: Usage and Activity trends • Analyze activity down to the site, page, and document level • Identify who is accessing which documents, including details on that activity (i.e. checking in a document, editing a document, or just viewing a document’s properties) • Isolate sites that are no longer needed and delete them • Compare activity from the past to help anticipate the future • Find sites with the most or least activity
  • 23. Managing on prem, the cloud, and hybrid: Reorganizing your farm • Proactively manage architecture of your site collections, sites, lists, libraries, folders and items within your farm or across farms • Have a plan for moving content and structure from test environment to production environment • Understand impacts due to architectural changes or business changes
  • 24. Consider the Business Problem: Security and Compliance • Impacts to Governments, Intelligence Community, Regulated industries • SharePoint has great built in security and compliance capabilities • At scale, management of security can be challenging • Specific industries have strict regulations on users accessing certain types of information
  • 25. Consider the Business Problem: Security and Compliance • 3rd SharePoint applications to automate & enhance security * AIIM report: Extending SharePoint Enterprise Security
  • 26. Data Sovereignty • Where data lives matters! • Once information is sent across borders, it’s difficult, if not impossible, to control • Impacts to government and regulated industries • Governments need to ask “Where is my citizens’ data?” • What are the impacts on citizen data (PII, PHI)? • Do I have complete control over my data? • How do we solve this issue?
  • 27. Regulatory Compliance • Industries need to comply with regulations – ITAR, HIPAA, ISO 27001, PCI DSS, PII, etc… • ITAR regulations - restricted access control on controlled information based on user attributes • HIPAA regulations address security and privacy of health data • ISO27001 regulations are formal ISO specification to bring information security under explicit management control
  • 28. Regulatory Compliance: Consider ITAR • ITAR – International Trade in Arms Regulations • Strict obligations dealing with international trade in weaponry • Which users can access specific controlled data, the citizenship of those users, the physical location of those users, etc. • Office 365 is making good progress • FISMA awarded, Certified under EU Safe Harbor, EU Model Clauses • Data Processing Agreement (DPA) for customer data privacy • FERPA, HIPAA BAA, HITEC requirements supported • ITAR service plan available (variation of O365 Dedicated Plans) Devil is in the details… Do the certifications go far enough to meet your business needs? Will the way they’re enforced fit with your organization?
  • 29. Understand the risks and develop a plan
  • 30. Self Quiz As you prepare to move key workloads to the cloud, here are some governance questions to ask yourself: • What happens to your existing reporting and metrics? Do the same KPIs apply to your new cloud components, or do they need to be reevaluated? • Are there any changes to your ability to manage permissions across your on-premises and cloud components? Are the methods different?
  • 31. Self Quiz • Do your existing policies remain in effect, or do you need to adjust for two models? • Can you maintain visibility into your information architecture and the Managed Metadata in SharePoint across all farms, or granularly within individual sites? • Are you able to track storage usage across all sites and site collections?
  • 32. Self Quiz • What happens to your auditing and compliance monitoring capability? Can you still see what is being accessed, and by whom? • With your new social capabilities, how much visibility do you have into how users are interacting, where content is being shared, and how well collaboration is being achieved?
  • 33. Self Quiz • If moving content, sites and users between platforms, how much visibility will you have around storage, content database reports, inactive users, administrative cleanup of orphaned users? • Are you able to setup management policies and procedures that span the various systems? Are you able to organize and automate complex preventive and responsive actions?
  • 34. http://tinyurl.com/SPgmb http://tinyurl.com/d62j3nl http://tinyurl.com/SPga4hd
  • 35. Thank you! cbuck@axceler.com antonio.maio@titus.com @buckleyplanet @antoniomaio2 www.Axceler.com www.TITUS.com presentations http://www.slideshare.net/AntonioMaio2/ blog http://www.trustsharepoint.com book http://www.titus.com/blog governance4hybrid