SharePoint 2013, Yammer and Office 365 product families bring new capabilities for content sharing, finding, organizing, and authoring. They also create new challenges. The move to the cloud and the integration of SharePoint with the enterprise social network with yammer, and have made this release so profound and disruptive to the business. In this session we'll dig into planning and strategy for social architectures around both business process and the technologies to help ensure compliance and success. Social enterprise technology is transformative and will lead to more agile business when used correctly, but a disaster and chaos when not used properly.
Digital Identity is Under Attack: FIDO Paris Seminar.pptx
SharePoint 2013 and Office 365 - Collaboration, Cloud and Compliance
1. Presented October 23, 2013
SharePoint 2013 and Office 365:
collaboration, cloud – and compliance?
In association with:
Presented by:
2. About AIIM
AIIM is the Global Community of
Information Professionals
We provide the education, research,
and certification that
information professionals need
to manage and share
information assets in an era of
mobile, social, cloud, and big data.
Learn more about AIIM at
www.aiim.org
In association with:
Presented by:
6. Follow AIIM on
Bryant Duhon – @bduhon
#aiim
#aiimwebinar
#aiim14
Jesse Wilkins – @jessewilkins
Doug Miles – @dougmiles00
Theresa Resek – @tmresek
Ricardo Fernandez – @rickbfer
AIIM Community – @aiimcmty
Beth Mayhew – @bethmayhew
AIIM Info – @aiiminfo
John Mancini – @jmancini77
Atle Skjekkeland – @skjekkeland
Peggy Winton – @pwwinton
#ecm
#bigdata
#erm
Betsy Fanning – @bfanning
In association with:
Presented by:
7. AIIM Presents:
SharePoint 2013 and Office 365:
collaboration, cloud, - and compliance?
Host: Theresa Resek – Director, Webinars, AIIM
Joel Oleson
Director of Technical Evangelism
ViewDo Labs
Holly Hanna
Senior Program Manager
Microsoft
In association with:
Presented by:
8. Introducing our Featured Speaker
Joel Oleson
Director of Technical Evangelism
ViewDo Labs
In association with:
Presented by:
9. Meet Joel Oleson
First SharePoint admin
Top SharePoint influencer
Top blogger
Global traveler & speaker
Technical evangelist
Enterprise social guru
“Most connected guy in SharePoint”
In association with:
Presented by:
10. Agenda
Compliance and governance capabilities and considerations for
SharePoint 2013
Bridging on-prem and the cloud
eDiscovery across multiple SharePoint farms and Exchange servers
Retention: In-place preservation of Exchange mailboxes and SharePoint
sites
Information architecture / social architecture
Yammer compliance considerations
Social roles & responsibilities
Third-party considerations
In association with:
Presented by:
13. Understanding Compliance
The act or process of doing what you
have been asked or ordered to do…
- Merriam Webster's Dictionary
In association with:
Presented by:
14. Compliance Examples
HIPAA Privacy Rule
Protects the privacy of individually identifiable health information
HIPAA Security Rule
Sets national standards for the security of electronic protected health information
Patient Safety Rule
Protects identifiable information being used to analyze patient safety events and
improve patient safety
In association with:
Presented by:
15. SharePoint 2013 eDiscovery
The eDiscovery Center
Central SharePoint site used to manage preservation, search, and export of
content stored in Exchange and SharePoint across SharePoint farms and
Exchange servers.
SharePoint In-Place Hold
Preserves entire SharePoint sites. In-Place Hold protects all documents, pages,
and list items within the site but allows users to continue to edit and delete
preserved content.
In association with:
Presented by:
16. SharePoint 2013 eDiscovery
Exchange In-Place Hold
Preserves Exchange mailboxes. In-Place Hold protects all mailbox content
through the same UI and APIs used to preserve SharePoint sites.
Query-based preservation
Allows users to apply query filters to one or more Exchange mailboxes and
SharePoint sites and restrict the content that is held.
In association with:
Presented by:
17. Enterprise-Wide eDiscovery
Centrally manage eDiscovery across multiple SharePoint farms,
Exchange servers, and file shares.
1.
Configure SharePoint Server 2013 Search to crawl all content from
SharePoint Server 2013, Exchange Server 2013, or a file share or
website.
2.
Create a case, define a query, and then search SharePoint Server
2013, Exchange Server 2013, and file shares throughout the
enterprise for content that matches the query.
3.
Export all of the content that was identified.
4.
Preserve items in place in SharePoint Server 2013 or Exchange
Server 2013.
5.
Track statistics related to the case.
In association with:
Presented by:
22. Retention Policies
The Retention policy feature lets you define retention stages, with an
action that happens at the end of each stage. The actions that can occur
at the end of a stage include the following:
Moving the item to the Recycle Bin
Permanently deleting the item
Transferring the item to another location
Starting a workflow
Skipping to the next stage
Declaring the item to be a record
Deleting all previous drafts of the item
Deleting all previous versions of the item
In association with:
Presented by:
23. The Problem With Social
“As soon as you start to see real adoption of enterprise social
networking, you have a problem. So much of the intellectual
property in a company is tied up in the interactions between
people. We see it crisscross many organizations today as email
and attachments. In companies where social takes off, we see it
show up as conversations and documents in the network.
This is great news for everyone but the poor soul in IT who is
charged with securing and managing the firm's intellectual
property. The information in a social network is some of the
most valuable intellectual property in the company, and their
platform needs sophisticated security, management and
compliance capabilities that don't get in the way of the users but
do allow IT to sleep better at night.”
Jared Spataro, Sr. Director Office Division, “Putting Social To Work”
http://blogs.technet.com/b/microsoft_blog/archive/2012/11/12/putting-social-to-work.aspx
In association with:
Presented by:
26. Go Yammer
Yammer is our big bet for enterprise social, and we're
committed to making it the underlying social layer for all
of our products. It will power the social experiences in
SharePoint, Office 365, Dynamics, and more.
--Jared Spataro, Senior Director, Microsoft Office Division
http://blogs.office.com/b/sharepoint/archive/2013/03/19/yammer-and-sharepointenterprise-social-roadmap-update.aspx
In association with:
Presented by:
27. Yammer of the Future
In association with:
Presented by:
28. Key Roles
Role
Description
Responsibilities
Community
Manager(s)
Responsible for managing the
Yammer community
(Typically from Communications
or Marketing)
Vision/Strategy, User Account
mgmt, manages adoption &
policy enforcement
Yambassadors
Business embedded influencers
who have strong use of the
platform
Provide vision and direction for
their business units. Explain
soc bus value. Report policy
violations
Group Admins
Manage groups on Yammer and
cultivate conversation within
teams and groups
Keeps harmony within the
group. Monitors conversation
and engages.
Power
User/Contributors
User who has a good
understanding for creating polls,
following topics, note boards and
leveraging the platform
Keep policies and engage with
the community
Sys Admin
Installs apps, configures web
parts, AD sync, Profile config
Manages Technical
requirements.
In association with:
Presented by:
34. On-Premises Lives On
“When it comes to the cloud, we're "all in," but
we're also realistic. We have a large on-premises
installed base that's important to us, and we're
committed to future releases of the server.”
-- Jared Spataro, Senior Director, Microsoft Office Division
http://blogs.office.com/b/sharepoint/archive/2013/03/19/yammer-andsharepoint-enterprise-social-roadmap-update.aspx
In association with:
Presented by:
36. Governance
Governance consists of the people, processes, policies, and
technologies to deliver a service.
Governance is taking command not control.
In association with:
Presented by:
37. Third-Party Tool Examples
SharePoint Governance and Compliance
Metalogix
AvePoint
SharePoint Encryption and Security
CipherPoint
Stealth Software
Yammer Analytics and Compliance
ViewDo Labs
Good Data
In association with:
Presented by:
38. Contact Me
@joeloleson
Joel.Oleson@gmail.com
CollabShow.com
LinkedIn.com/in/joeloleson
TravelingEpic.com
Joel Oleson
Facebook.com/joleson
Global Collaboration Evangelist,
Community Builder and Strategist
Contact me to discuss the social network in your
enterprise. See a ViewPoint demo to monitor social
activity for success in your company!
In association with:
Presented by:
39. Introducing our Sponsor Speaker
Holly Hanna
Senior Program Manager
Microsoft
In association with:
Presented by:
41. Business Challenges, a Starting Point
•
•
•
Duplication of Work Product - productivity and cost impact
•
Inefficient Business Processes
Many existing solutions provide the same functionality and existing solutions are dated and
underperforming
•
Attorneys prefer to spend their time practicing law than learning how to use new technology and
applications required for collaboration
•
Not all our colleagues, clients, business partners and customers use the same technology or devices
•
Compliance
Lost or hard-to-access information causes legal staff to re-create work when they could be spending time
developing new ideas, streamlining business processes or innovating on new solutions.
•
Technology
Collaboration both internally and externally is occurring primarily via email
•
Productivity
& Process
Trying to find information needed to deliver Legal Services is time-consuming and frustrating
Lack of official Electronic Records Repository
•
•
•
Storing critical e-mails and documents on local drives, file shares and team sites
Lack assurance of appropriate protection of Attorney Client Privilege and Privacy
Limited ability to comply with Records Retention and eDiscovery requirements
41
45. Coming Soon: Legal DMS Based on
O365/SharePoint 2013
•
•
•
•
•
•
•
Unique Document ID embedded in
each document saved to SharePoint
Ability to “scrub” documents of
metadata before sharing externally
Privilege deny & Easy external
collaboration that maintains ethical
walls
Ability to control when a version is
declared
Ability to leverage social
technologies like Yammer and
SharePoint newsfeeds
Availability of legal templates in
SharePoint sites
LITTLE TO NO CUSTOMIZATION
Document ID /
Tagging / Taxonomy
Built‐in Workflow
Engine
Complete
Integration with MS
Office Folder
Structure and Save
As Windows
Redlining and
redaction
Auto Sort and
Provision to
SharePoint from
Outlook
Real‐time
Document
Collaboration with
Internal and
External Users
50. Self Service Showcase
Client Self Service
•
Helps LCA scale to reach 98k employees
•
Publish high incident, low risk LCA information
•
Provide automated services
•
Centralized Content Resources and Guidelines
•
User experience governance, standard look and feel
50
60. World Paper Free Day
#WPFD
Join us for a tweetjam to celebrate #WPFD
at Noon EDT on Thursday, October 24.
Follow @AIIMcmty, #infochat, and/or #wpfd
for news and updates.
In association with:
Presented by:
61. Survey
This survey will open in a new window.
(or click here)
Tell us how we did today,
and offer suggestions for topics of future events.
In association with:
Presented by:
62. Upcoming Webinars
October 30th
When INCREASING Data Growth Leads to DECLINING Data Value
November 13th
"I'm not in a Position to Make that Decision"
Register Today at
www.aiim.org/webinars
View our library of Webinars On Demand
www.aiim.org/WebinarsOnDemand
In association with:
Presented by: