Post on 06-Jun-2020
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WELCOME TO OFFICE 365 IN A DAY!
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WiFi Information:
Wifi Name: “Hilton Honors”
Promotional Code: cookie2017
Today’s Agenda:
9:00 am – 10:30 am: Office 365 Security: Presenters: Corey Harrison & Andy Arellano
10:50 am – 11:40 am: Office 365 OneDrive Workshop, Instructor: Maggie Swearingen
11:40 am – 12:30 pm: Office 365 Teams Workshop: Instructor: Maggie Swearingen
12:30 pm – 1:00 pm: Lunch & Networking
1:00 pm – 4:30 pm: SharePoint Online Workshop: Instructor: Tim Hare
Questions?
Ask any Protiviti
Staff Member with
a Protiviti Polo.
Internal Audit, Risk, Business & Technology Consulting
WELCOME!
OFFICE 365 IN A DAY
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WHO WE ARE
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More than
3600professionals**
Over 20 countriesin the Americas, Europe,
the Middle East and
Asia-Pacific
70+offices
Our revenue*:
$817 million in 2017
Protiviti is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders face the future with confidence. Protiviti and our independently owned Member Firms provide consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit to our clients through our network of more than 70 offices in over 20 countries.
We have served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index
*Inclusive of Protiviti’s Member Firm network, revenue for the year ending 2017 was $888M
**Inclusive of Protiviti’s Member Firm network, the number of professionals is approx. 5000
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
PROTIVITI'S SOLUTION OFFERINGSProtiviti is a global consulting firm that helps companies around the globe identify, measure, and navigate the risks they face,
within their industries and throughout their systems and processes, using proven value-added solutions:
Data Management and
Advanced Analytics
Restructuring and
Litigation Services
Risk and
Compliance
Business Performance
Improvement
Internal Audit and
Financial Advisory
Transaction
Services
Technology Consulting
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
PROTIVITI ECM
SOLUTIONS
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© 2018 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
HOUSEKEEPING
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Today’s event is a mix of presentations & demonstrations. We encourage participation &
questions throughout. 1
Attendees will receive CPE Credit. Your certificates will be emailed to you within 2 weeks.
We will be sending out the slides for each presentation to all attendees later this week.
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Wifi Information: Wifi Name: “Hilton Honors” Promotional Code: cookie20174
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AGENDA
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9:00 am – 10:30 am: Office 365 Security
Presenters: Corey Harrison & Andy Arellano
10:50 am – 11:40 am: Office 365 OneDrive WorkshopInstructors: Maggie Swearingen & Tim Hare
11:40 am – 12:30 pm: Office 365 Teams Workshop
Instructors: Maggie Swearingen & Tim Hare
12:30 pm – 1:00 pm: Lunch & Networking
1:00 pm – 4:30 pm: SharePoint Online Workshop
Instructor: Tim Hare
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
INTRODUCTIONS
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Corey Harrison
Director, Protiviti
Andy Arellano
Solution Architect, Protiviti
Internal Audit, Risk, Business & Technology Consulting
CONFIDENCE IN THE CLOUD: ENSURING CLOUD SECURITY & COMPLIANCE WITH OFFICE 365
Andy ArellanoProtiviti | Senior Enterprise ArchitectMCTS SharePoint, Active DirectoryCCNA, ITIL v4,, Nintex Sales Professional
Email: andy.arellano@protiviti.com
Mobile 301-750-4177
Corey HarrisonProtiviti | Director O365 & ECM Practice
Email: Corey.Harrison@protiviti.comOffice: 312-476-6336Mobile: 773-251-3781
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
CLOUD ADOPTION
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• Very latest versions of apps that enhance collaboration and productivity
• Cloud Computing Power (cloud elasticity, built-in machine learning)
• Increased Security and Compliance
• Built-in Business Continuity (backup/recovery, disaster recovery)
• More Predictable Costs (subscription based, more operational, less capital)
Business demands faster, more agile and less costly
solutions to achieve digital transformation – Cloud
computing offers a compelling way to meet ever increasing
user needs.
How does Governance change when moving to the cloud?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
1. SHIFTING ROLE OF IT
NO… however IT Professionals need to embrace and enable moving to the cloud!
• The IT professional’s role is changing to one of service management.
• IT is becoming more strategic in their role and moving to focus on initiatives that benefit the business from a higher level .
• IT professionals are being measured on their contributions to business results.
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I’m an IT Professional… Will I be out of a job as
my company moves to the cloud?
What are the administrative roles in Office 365?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SHIFTING ROLE OF ITShifting From Managing Servers to Managing Services
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• Old Focus: Managing Servers,
Security Patches, Perpetual
Upgrades…
• New Focus
• Managing Services
• People Focus
• Driving Service Adoption
• Change Management
• Communication and Readiness
Frameworks
• Shift to More Frequent Updates of
Capabilities to End Users
• Consider impacts to Roles &
Responsibilities in How You Govern
IT Solutions
DEMONSTRATIONOFFICE 365 HEALTH
Features to Help Manage Change
Service Health
Directory Sync
Secure Score Card
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SECURITY CONTROLS
In all cloud environments, security in a cloud environment is a shared responsibility!
• Understand the built-in security controls
• Understand which security controls are available to you
• Understand which licenses you need to access the security controls that you require
• Understand your security responsibilities in the cloud
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Does Office 365 solve my security issues?
What security controls should I use?
How secure is my data in Office 365?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
IN THE CLOUD – SECURITY IS A SHARED RESPONSIBILITY
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• Understand Cloud Provider Responsibilities
• Understand Your Responsibilities
• Understanding how your responsibilities are managed requires
strong Information Governance policies & procedures
In all cloud environments, security and information
protection must be a Shared Responsibility
SAAS = Office 365
PAAS = Azure Web Services, Azure Functions, etc.
IAAS = Azure VMs
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
OFFICE 365 SECURITY CONTROLSFeatures & Capabilities
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• SharePoint Permissions
• Information Rights Management/RMS
• External Sharing Controls
• OneDrive for Business Sharing Controls
• Encrypted Communication (TLS)
• Encrypted Data at Rest
• Multi-Factor Authentication
• Modern Authentication (ADAL)
• Retention Policies
• Site Classification
• Office 365 Trust Center
• Office 365 Secure Score
• Customer Lockbox
• Security and Compliance Center
▪ Security Roles & Permissions
▪ Activity Monitoring/Audit Log
Search
▪ Automatic Alerts
▪ Advanced Security Management
▪ Classification Labels & Label
Policies
▪ Data Loss Prevention
▪ eDiscovery
▪ Mail Filtering/Anti-Malware/DKIM
▪ Advanced Threat Protection
▪ Compliance Reports/Trust Documents
• Exchange Online Protection
• Exchange Mailbox Auditing
• Threat Intelligence
• Advanced Data Governance
• Active Directory Federation Services
• AD Pass Through Authentication
• AD Seamless Single Sign On
• Azure B2B
• Azure Roles
• Azure Information Protection
• Azure Conditional Access
• Azure Identity Protection
• Azure Privileged Identity Management
• Advanced Threat Analytics
• Microsoft Intune MDM
• Cloud App Security
• Azure Security Center
• Azure Key Vault
• Bring your Own Key (BYOK)
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ENTERPRISE MOBILITY + SECURITY PLANS $15 / USER / MONTHEMS is Applied on top of an O365 E5 license $35 / user / month Azure ATP $6 / user / month
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DEMONSTRATIONOFFICE 365 SHARING GOVERNANCE
Features to Help Manage Change
External sharing per site
Tenant level sharing
OneDrive Admin - sharing
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
3. ADMINISTRATOR ACCESS CONTROL
Understanding Microsoft Administrator access and tracking your own administrators is a key aspect of
governing your cloud solutions!
• Microsoft administrators have no standing access to Office 365 tenants
• Microsoft administrators must request access to tenants, specifying the purpose & specific activities they will perform
• All end user AND administrator activities are logged in the unified audit log – log entries cannot be deleted
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What about Microsoft system administrators?
Can they access my data in Office 365?
Can I audit my administrators?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
OFFICE 365 CUSTOMER LOCKBOX
• Microsoft Administrators/Support have zero standing access to the Office 365 servers
• To gain access to a customer’s data, Microsoft support must go through an internal process called “Lockbox”:
• Customer administrator logs a support request
• Microsoft engineer must submit a “Lockbox” request to access a Customer tenant
• Microsoft IT manager must validate access request and duration (will lower duration) and approve request (max 4 hrs)
• Customer must approve access request, before Microsoft engineer gets any access to Customer tenant
• Microsoft support may then access the Customer tenant to investigate issue
Customers can control whether Microsoft Office 365 engineers may have access to their tenant.
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© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
4. ROADMAP YOUR JOURNEY TO OFFICE 365
Creating an Office 365 roadmap allows you to plan your journey to the cloud!
• Don’t try to move all your workloads into Office 365 at once
• Plan out and prioritize the workloads you need to migrate to Office 365
• Ensure you have business buy-in to migrate each workload to Office 365
• Plan adoption strategies as you build out your Office 365 roadmap
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Do I need to move all my IT services at once to
Office 365? Which workloads do I move first?
How do I figure out which Office 365 services or
plans are right for us?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
OFFICE 365 ROADMAP EXAMPLE
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Create Office
365 Tenant +
Initial Config
Register
Domains
Sync AD +
Setup Auth
Exchange
Cutover (MX Record)
Initialize
OD4B
Plan
OD4B
Migration
Active
Directory
AD Clean up
& Prep
Phase 1: Tenant Phase 2: Active Directory Phase 3: Email Phase 4: OneDrive for Business
Deploy
AD Connect
Deploy/Config
SSO
Setup Modern
Auth
Setup MFA
Initialize
Exchange
Free/Busy
Status
Shared
Address List
Mailbox
Inventory
Plan
Exchange
Migration
Migrate
Exchange
Mailboxes
Content
Inventory
(file shares)
Identify + Fix
Problem Files
Migrate
File
Shares
Mailbox
Migration
Contacts
Pre-Stage
Mailboxes
Validation
+
Mailbox
Cutover
Calendar
File Share
Migration
Validation +
Incremental
Migration
Content Cleanup
Make
File Share
Read Only
Migrate
File Share
Data
ODFB
Training
Licensing
Pre-create
OD4B Site
Re-Direct
MyDocuments
Eval. 3rd Party
Tools
Licensing
(pre-create
mailboxes)
Eval. 3rd Party
Tools
Security Controls Implementation
Office 365 Adoption Program…
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
5. INFORMATION GOVERNANCE POLICIES & TOOLS
Information governance policies, procedures and tools require updating as you move workloads to the cloud!
• How do roles and responsibilities change when moving to the could?
• What types of sensitive data you have and can they live in the cloud?
• Will you permit external sharing, from SharePoint Online or from OneDrive?
• How is new hire provisioning and employee de-provisioning impacted?
• Do you have data residency requirements and what is the impact?
• Consider your regulatory compliance obligations - how are you audit programs or assessments impacted?
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How does moving to the cloud affect our
information governance policies?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ADMINISTRATIVE ROLES & RESPONSIBILITIES IN OFFICE 365Office 365 has 12 administrative roles with specific responsibilities
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Global Administrator
Billing Administrator
Exchange Administrator
SharePoint Administrator
Skype for Business Administrator
Password Administrator
Security & Compliance Administrator
Service Administrator
User Management Administrator
Dynamics 365 Administrator
Dynamics 365 Service Administrator
Power BI Administrator
*Other administrative roles can be configured within Permissions in the Security & Compliance center – for example: eDiscovery Manager
DEMONSTRATIONAZURE ADMINISTRATION
Features to Help Secure and Monitor Your Environment
Azure roles
Risky sign ins
Privileged Identity Management
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
COMPLIANCE IN THE MICROSOFT CLOUD
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Microsoft has the deepest and most comprehensive compliance coverage in the industry
DEMONSTRATIONOFFICE 365 SECURITY & COMPLIANCE CENTER
Features to Help Secure and Monitor Your Environment
Labels- retention and classification
Data Loss Prevention- identity sensitive data such as medical, financial, personal
General Data Protection Regulation
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
RESOURCES & NEXT STEPS
YOUR JOURNEY TO THE CLOUD
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Next Steps
• Develop an Office 365/Cloud Roadmap to begin your Digital Transformation
• Plan how IT Roles will shift in your organization as you move to the Cloud
• Understand your security responsibilities and Learn about the security controls
available in Office 365
• Ensure your governance policies & tools evolve as you move to the Cloud
References
• Microsoft Whitepaper on Shifting IT Roles:
https://www.microsoft.com/itshowcase/Article/Content/958/From-systems-to-people-
rethinking-service-management
• Microsoft reference on Office 365 Administrative Roles: https://support.office.com/en-
us/article/About-Office-365-admin-roles-da585eea-f576-4f55-a1e0-87090b6aaa9d
• Office 365 Compliance Offerings: https://www.microsoft.com/en-
us/trustcenter/compliance/complianceofferings
QUESTIONS?
© 2017 Protiviti Inc. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm and
does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AFCU Requirements KEY FEATURES
Corey Harrison
Director
Corey.Harrison@Protiviti.com
ECM.Protiviti.com • ECM@Protiviti.com
Thank you!
Andy Arellano
Solution Architect
Andy.Arellano@Protiviti.com
Internal Audit, Risk, Business & Technology Consulting
INTRODUCTION TO ONEDRIVE
WILL BEGIN AT 10:50 AM
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AGENDA
• Intro to OneDrive
• Working with files in OneDrive
• Accessing files via the OneDrive for
Business mobile app
‒ Mobile Scanning Functionality
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• File Versioning in OneDrive
• Saving Outlook attachments directly into
OneDrive (Office 2016, only)
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
INTRO AND ACCESSING ONEDRIVE
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OneDrive is a Microsoft cloud storage service that lets you store your
personal files in one place, share them with others, and get to them
from any device connected to the Internet. All your files are private
unless you decide to share them.
• Navigate to login.Microsoft.com
• Recommended browsers:
‒ Internet Explorer
‒ Edge
‒ Chrome
‒ Safari
• Provide your Username and Password
‒ Username example: ashhar01@Protiviti.com (do not use email
address: Ashley.Hartley@Protiviti.com)
‒ Password: what you use to log onto your computer.
• Do NOT use your email address
‒ Email address example: Ashley.Hartley@Protiviti.com
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ACCESSING OFFICE 365
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Provide your Authenticator application code if prompted:
1 2
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
FIND ONEDRIVE
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WEB INTERFACE VS. APPLICATION
− Can be used from any device with an internet
connection.
− Login by going to login.Microsoft.com and using your
Protiviti credentials.
− Use the “waffle” menu to find apps.
− Often has more limited functionality.
− Changes saved automatically to the cloud.
• Web interface: • “Client” Application
− Installed by logging into O365.
− Runs on any Windows, iOS, or Android device.
− Integrates Office 365 applications to work seamlessly
in the cloud.
− Work offline and sync to the cloud when connected.
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
UPLOAD FILES TO ONEDRIVE
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Upload your files once and access them anywhere
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1
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SHARE FILES FROM ONEDRIVE
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1
Share files Protiviti team members or people outside of our organization
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3
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SYNCING FILES TO YOUR COMPUTER FROM ONEDRIVE
Work offline and automatically sync your files to OneDrive.
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2
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ACCESSING FILES VIA THE ONEDRIVE APP
You can easily access
OneDrive documents from
the OneDrive Mobile App
or through the browser.
You can review and make
edits to your documents
directly from your phone.
You can view and share
your documents.
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MOBILE SCANNING FUNCTIONALITY
• The mobile app has several built in functions
to help you with different activities. Scan
functions:
‒ Whiteboard
‒ Business Card
‒ Document
‒ Photo
• Create a new file by clicking on the + sign.
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SCAN YOUR RECEIPTS WITH YOUR ONEDRIVE MOBILE APP
1 3 3 4
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
CREATING FILES WITHIN ONEDRIVE
Create files directly from OneDrive
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2
3
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
VIEWING FILE PROPERTIES
1
2
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
VIEWING FILE VERSION HISTORY
OneDrive for Business creates a version history of a document that comes in handy,
especially when you are in a pinch.
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2
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
RESTORING PREVIOUS FILE VERSION
You can even restore to a previous version
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SAVING OUTLOOK ATTACHMENT DIRECTLY INTO ONEDRIVE
Save your outlook attachment in one click and view from anywhere!
Internal Audit, Risk, Business & Technology Consulting
INTRODUCTION TO
MICROSOFT TEAMS
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AGENDA
• Accessing Office 365
• Web interface vs. Apps
• Teams Features
• Interactive Demo!
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
GETTING STARTED
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Office 365 introduction
What is a “Team”?
Options when accessing Teams
• Login.Microsoft.com
• Application (mobile and desktop)
Let’s explore the Teams Interface.
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ACCESSING OFFICE 365
• Navigate to login.Microsoft.com
• Recommended browsers:
‒ Internet Explorer
‒ Edge
‒ Chrome
‒ Safari
• Provide your Username and
Password
‒ Username example:
ashhar01@Protiviti.com
‒ Password: what you use to log onto
your computer.
• Do Not use your email address
‒ Email address example:
Ashley.Hartley@Protiviti.com
51
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ACCESSING OFFICE 365
Provide your
Authenticator
application code if
prompted
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
FINDING YOUR APPLICATION
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SECURITY & ROLES IN TEAMS
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2
3
4
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Teams is Tier C-compliant at
launch. This includes the following
standards: ISO 27001, ISO 27018,
SSAE16 SOC 1 and SOC 2, HIPAA,
and EU Model Clauses (EUMC).https://docs.microsoft.com/en-
us/microsoftteams/security-
compliance-overviewhttps://docs.microsoft.com/en-
us/microsoftteams/assign-roles-
permissions
Owners can add members and
administer all Team functions,
members can add and interact
with content.
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WEB INTERFACE VS. APPLICATION
Web interface for Word Desktop interface for Word
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Most applications in Office 365 have an internet browser interface as well as an application that
can run on your device (desktop/laptop, tablet, phone etc.).
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
WEB INTERFACE VS. APPLICATION
• Can be used from any device with an internet connection.
• Login by going to login.Microsoft.com and using your Protiviti
credentials.
• Use the “waffle” menu to find apps.
• Often has more limited functionality.
• Changes saved automatically to the cloud.
Web interface: “Client” Application
• Installed by logging into O365.
• Runs on any Windows, iOS, or Android device.
• Integrates Office 365 applications to work seamlessly in the
cloud.
• Work offline and sync to the cloud when connected.
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
TEAMS FEATURES
Chat
Meetings
Calls Office Suite
Planner
SharePoint Site
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
INSTALLING THE TEAMS APP ON YOUR COMPUTER
• Access the Teams Application through Office 365.
• On the lower left side you will see a link to “Get App”.
• Click the link and follow the download and installation prompts.
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
TEAM CONVERSATIONS
Conversation “Channels” help organize discussions by general themes.
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
YOU TRY IT!
Log in to Office
365.
Join the Protiviti
Roadshow
training session
for today.
Try viewing
other channels.
Create your own
channel.
1
2
3
4
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
DISCUSSION THREADS
Within channels there are discussion threads related to specific topics.
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
YOU TRY IT!
Respond to the
discussion thread.
Try adding
documents.
Explore the tabs
across the top.
1
2
3
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
MEETINGS
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Similar to Outlook meeting scheduling.
Scheduling in a Team Channel will send an invitation to everyone
in the Channel.
Meetings are integrated with chat allowing you to start a meeting
directly from a conversation channel.
With meetings you can:
‒ Call
‒ Screenshare
‒ Video chat
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SCHEDULING A MEETING
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
Join the Team Meeting from the Team app.
YOU TRY IT!
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
ATTENDING MEETINGS
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
SHAREPOINT
Files used by your Team are
automatically saved to a
SharePoint site for the Team.1
2
3
4
Access files through the
Teams app or through
SharePoint.
What SharePoint functionality
do you need?
Each Channel gets a folder
for easy organization.
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
FILES DEMO
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AFCU Requirements KEY FEATURES
Maggie Swearingen
Associate Director
Maggie.Swearingen@Protiviti.com
ECM.Protiviti.com • ECM@Protiviti.com
Thank you!
Internal Audit, Risk, Business & Technology Consulting
SHAREPOINT ONLINE
WORKSHOP
WILL BEGIN AT 1:00 PM
© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
AGENDA
• Working with Lists
• Documents & Document Libraries
• Creating & Designing Pages
• Overview of Site Administration
• Designing Lists and Document Libraries
• User Management & Permissions
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© 2018 Protiviti – Confidential. An Equal Opportunity Employer M/F/Disability/Veterans. Protiviti is not licensed or registered as a public accounting firm
and does not issue opinions on financial statements or offer attestation services. All registered trademarks are the property of their respective owners.
PLEASE REFER TO MANUALS FOR WORKSHOP CONTENT
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