SharePoint makes it possible, Protiviti makes it happen. - WELCOME TO 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.

WELCOME TO OFFICE 365 IN A DAY!

1

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

3

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



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



PROTIVITI ECM

SOLUTIONS

5



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.

2

3

Wifi Information: Wifi Name: “Hilton Honors” Promotional Code: cookie20174



AGENDA

7

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



INTRODUCTIONS

8

Corey Harrison

Director, Protiviti

Andy Arellano

Solution Architect, Protiviti


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: [email protected]

Mobile 301-750-4177

Corey HarrisonProtiviti | Director O365 & ECM Practice

Email: [email protected]: 312-476-6336Mobile: 773-251-3781



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?



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?



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

https://admin.microsoft.com/AdminPortal/Home#/servicehealth

https://admin.microsoft.com/AdminPortal/Home#/dirsyncmanagement

https://securescore.microsoft.com/



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?



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



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)



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

https://admin.microsoft.com/AdminPortal/Home#/SitesList

https://admin.microsoft.com/AdminPortal/Home#/settings/security

https://admin.onedrive.com/



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?



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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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?



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…



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?



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

https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/RolesAndAdministrators

https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/RiskySignIns

https://portal.azure.com/#blade/Microsoft_Azure_PIM/CommonMenuBlade/QuickStart



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

https://protection.office.com/?rfr=AdminCenter#/tagslibrary

https://protection.office.com/?rfr=AdminCenter#/datalossprevention

https://protection.office.com/?rfr=AdminCenter#/gdprdashboard



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

https://www.microsoft.com/itshowcase/Article/Content/958/From-systems-to-people-rethinking-service-management

https://support.office.com/en-us/article/About-Office-365-admin-roles-da585eea-f576-4f55-a1e0-87090b6aaa9d

https://www.microsoft.com/en-us/trustcenter/compliance/complianceofferings

QUESTIONS?



AFCU Requirements KEY FEATURES

Corey Harrison

Director

[email protected]

ECM.Protiviti.com • [email protected]

Thank you!

Andy Arellano

Solution Architect

[email protected]


INTRODUCTION TO ONEDRIVE

WILL BEGIN AT 10:50 AM



AGENDA

• Intro to OneDrive

• Working with files in OneDrive

• Accessing files via the OneDrive for

Business mobile app

‒ Mobile Scanning Functionality

32

• File Versioning in OneDrive

• Saving Outlook attachments directly into

OneDrive (Office 2016, only)



INTRO AND ACCESSING ONEDRIVE

33

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: [email protected] (do not use email

address: [email protected])

‒ Password: what you use to log onto your computer.

• Do NOT use your email address

‒ Email address example: [email protected]

mailto:[email protected]





ACCESSING OFFICE 365

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Provide your Authenticator application code if prompted:

1 2



FIND ONEDRIVE

35



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.



UPLOAD FILES TO ONEDRIVE

37

Upload your files once and access them anywhere

2

1



SHARE FILES FROM ONEDRIVE

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1

Share files Protiviti team members or people outside of our organization

2

3



SYNCING FILES TO YOUR COMPUTER FROM ONEDRIVE

Work offline and automatically sync your files to OneDrive.

1

2



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.



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.



SCAN YOUR RECEIPTS WITH YOUR ONEDRIVE MOBILE APP

1 3 3 4



CREATING FILES WITHIN ONEDRIVE

Create files directly from OneDrive

1

2

3



VIEWING FILE PROPERTIES

1

2



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.

1

2



RESTORING PREVIOUS FILE VERSION

You can even restore to a previous version



SAVING OUTLOOK ATTACHMENT DIRECTLY INTO ONEDRIVE

Save your outlook attachment in one click and view from anywhere!


INTRODUCTION TO

MICROSOFT TEAMS



AGENDA

• Accessing Office 365

• Web interface vs. Apps

• Teams Features

• Interactive Demo!

49



GETTING STARTED

50

Office 365 introduction

What is a “Team”?

Options when accessing Teams

• Login.Microsoft.com

• Application (mobile and desktop)

Let’s explore the Teams Interface.




• Navigate to login.Microsoft.com

• Recommended browsers:

‒ Internet Explorer

‒ Edge

‒ Chrome

‒ Safari

• Provide your Username and

Password

‒ Username example:

[email protected]

‒ Password: what you use to log onto

your computer.

• Do Not use your email address

‒ Email address example:

[email protected]

51






Provide your

Authenticator

application code if

prompted

52



FINDING YOUR APPLICATION

53



SECURITY & ROLES IN TEAMS

1

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.




Web interface for Word Desktop interface for Word

55

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.).




• 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.

56



TEAMS FEATURES

Chat

Meetings

Calls Office Suite

Planner

SharePoint Site

57



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.

58



TEAM CONVERSATIONS

Conversation “Channels” help organize discussions by general themes.

59



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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DISCUSSION THREADS

Within channels there are discussion threads related to specific topics.

61



YOU TRY IT!

Respond to the

discussion thread.

Try adding

documents.

Explore the tabs

across the top.

1

2

3

62



MEETINGS

63

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



SCHEDULING A MEETING

64



Join the Team Meeting from the Team app.

YOU TRY IT!

65



ATTENDING MEETINGS

66



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.

67



FILES DEMO

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AFCU Requirements KEY FEATURES

Maggie Swearingen

Associate Director

[email protected]

ECM.Protiviti.com • [email protected]

Thank you!


SHAREPOINT ONLINE

WORKSHOP

WILL BEGIN AT 1:00 PM



AGENDA

• Working with Lists

• Documents & Document Libraries

• Creating & Designing Pages

• Overview of Site Administration

• Designing Lists and Document Libraries

• User Management & Permissions

71



PLEASE REFER TO MANUALS FOR WORKSHOP CONTENT

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SharePoint makes it possible, Protiviti makes it happen. - WELCOME TO OFFICE 365 … ·...

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Transcript of SharePoint makes it possible, Protiviti makes it happen. - WELCOME TO OFFICE 365 … ·...