SharePoint, Office 365, OneDrive for Business Integrated ... · SharePoint, Office 365, OneDrive...
Transcript of SharePoint, Office 365, OneDrive for Business Integrated ... · SharePoint, Office 365, OneDrive...
© Concept Searching 2014
SharePoint, Office 365, OneDrive for Business
Integrated Information Governance Solutions
Martin Garland
Founder and President
Concept Searching
Twitter @conceptsearch
John Challis
Founder and CEO/CTO
Concept Searching
Twitter @conceptsearch
Mack Sigman
Director, Service Line Lead
Avanade
President and Founder
FEDSPUG
Twitter @Mack_Sigman
© Concept Searching 2014
Expert Speakers
Mack Sigman – Director, Service Line Lead – Mid Atlantic Region
at Avanade, and President and Founder of the Federal SharePoint
Users Group (FEDSPUG) has 28 years’ experience in the information
technology arena, including considerable expertise in portal design,
information architecture and knowledge management. He has been
named in the top 50 most influential people in SharePoint.
John Challis – Founder and CEO/CTO of Concept Searching
is an experienced entrepreneur, having had success with several
previous ventures involving the management of unstructured data.
He is the originator of the company’s compound term processing
technology and is the driving force behind the product strategy.
Martin Garland – Founder and President of Concept Searching
has over 21 years’ experience in search, classification and enterprise
content management within the broader information management
industry. His expertise has been instrumental in assisting multi-national
clients in diverse industries to understand the value of managing
unstructured content to improve business processes.
© Concept Searching 2014
Agenda
• Introductions
• Cloud usage today… The trends and the use of Metadata
• Overview of Compliance and Governance Issues
• SharePoint
• Office 365
• OneDrive for Business
• Deploying Office 365 and OneDrive for Business and
• The Risks and Challenges
• Is ‘out of the box’ enough… Does Microsoft have you covered?
• Demonstration
• Summary
• Questions
© Concept Searching 2014
Overwhelmed by the
data volume and
velocity of Big Data
Timely access to
information across
organizational silos
Multiple
Software Tools
– Stakeholders
are confused,
which tools do
we use?
Users are frustrated –
Records Management
requires more effort
than the benefit it
brings them
eDiscovery issues (data
privacy) in data
consolidation/migration
projects
I’m scared to
death of what
might be in our
file shares and
User adoption
continues to be
a challenge
This is what CIOs are complaining about
© Concept Searching 2014
What’s in the future for SharePoint, Office 365, and
OneDrive for Business?
• Future focus on application-specific
challenges that are directly related to ROI,
enterprise risk, and non-compliance
• Enterprise metadata repository (70%)
• eDiscovery (82%)
• Records Management (70%)
• Data Security (66%)
• Migration (66%)
• Future focus on application-specific
challenges that are directly related to
business performance, productivity, and
communication
• Content management (42%)
• Collaboration (56%)
• Search (51%)
• Social Business (71%)
• Text Analytics (86%)
Despite the hype surrounding information
governance, most SharePoint organizations
aren’t addressing the topic from an
enterprise perspective, but at the application
level, if they are addressing it at all
Concept Searching 2014 SharePoint and Office 365
Metadata Survey
© Concept Searching 2014
• For those organizations that are using the cloud, or a hybrid
environment, what are most of them doing in the cloud?
• Collaboration*
• Accessing and uploading applications not supported or
vetted by the enterprise – ShareFile, Dropbox, personal
email accounts
• The average company uploaded 86.5GB of high risk
applications (Skyhigh)
• Problem: BYOD and Bring Your Own Application (BYOA)
• * 81% of end users define collaboration as email
(Dell – ‘The State of Corporate Email’)
• Despite the benefits of cloud, why slow adoption?
• 52% of large companies and 33% of small/medium
companies have concerns about security in the cloud
(Bitglass)
• Lack of compliance and audit capabilities
(and cloud ready solutions)
• 70% of organizations currently use SharePoint – but nearly
50% of them have reservations about its ability to meet their
compliance requirements (AIIM)
What are organizations doing in the Cloud today?
© Concept Searching 2014
Challenges of the Cloud
Security
• Will the MS announcement of the availability of DLP in Office 365 mitigate security fears?
• It is a significant enhancement that plugs gaps in Office 365 and will be beneficial to
all cloud enterprises
• Will DLP in Office 365 and OneDrive for Business fix the gaps in security?
• No
• Challenge
• The average number of cloud applications in use per organization grew to 508 this
quarter (2014) from 461 last quarter
• IT underestimates cloud application usage by 90%
• 36% of business critical applications are in the cloud, and IT isn’t aware of at least
half of them
• The majority of data breaches are caused internally, either intentionally or
unintentionally. Remember Edward Snowden?
Records Management
• 100,000 international laws and regulations apply to Fortune 1000, cloud business processes
must be developed to address compliance (Ryley, Carlock, & Applewhite, PC)
• Challenge
• Ensuring lifecycle management of all Documents of Record, regardless of where they
are stored, integration with Records Management applications on-premise
• Records Standards such as DoD 5015.2, ISO-15489 (available in SharePoint and
third party providers),
• Must ensure complete disposition of records
• Canadian government does not allow data to be placed on foreign/US servers
How do you protect what
you don’t know exists?
If the average number of
cloud applications is 508
per organization – how
many transport rules must
be written and maintained,
assuming IT knows about
the applications?
What if they don’t?
Sources:
Ponemon, Bitglass, Skyhigh Networks
© Concept Searching 2014
Search
• Cloud assumes ubiquitous access from any device from anywhere
• Users are still spending 10 hours per week searching
• Challenge
• Remote security access, support for multiple devices with equivalent
access levels, questions of where content is stored (physical location)
Migration
• Elimination of dark content – up to 69% of enterprise content can and should
be deleted (Ryley, Carlock, & Applewhite, PC), 60% of documents are obsolete
(e.Law), 50% of documents are duplicates (Equivio)
• 44% of organizations felt they had a poor content strategy
• Challenge
• Garbage in – garbage out, mass moving content
• What goes where, security, access considerations
• Poor migration = poor search
Enterprise Metadata Repository
• MS does not generate semantic (multi-term) metadata; MS does not provide
auto-classification; Term Store – good, but still rudimentary
• Challenge
• Develop enterprise metadata repository that spans on-premise and cloud
• Manual tagging
Challenges of the Cloud
© Concept Searching 2014
Who is Mack Sigman ?
• Microsoft Certified Systems Engineer specializing in SharePoint
and Information Worker collaborative solutions
• Retired Naval Officer (retired at the rank of Commander),
Tin Can Driver, Black Shoe Snipe
• Chairman of the Federal and DoD SharePoint Users Group/
Women in SharePoint DC
• Recently named in the top 50 most influential people in
SharePoint
• Currently Director, Collaboration Services Service Line Lead -
Mid Atlantic Region for Avanade
• Chairman of the Federal and DoD SharePoint Users Group
http://www.fedspug.org
Previous engagements included: Marines.mil
USAF AFCENT
NCIS
FBI
DTRA
DLA
DCWASA
NOAA/NWS
USDA
Dept. of Ed, Dept. of Interior, etc, etc, etc
© Concept Searching 2014
Who is Avanade?
• Avanade Inc. was founded in 2000 as a joint venture between Accenture and Microsoft to serve an
untapped market for Microsoft-focused consulting services. The company provides IT services focused on
the Microsoft platform for mid-sized to large enterprise organizations. Headquartered in Seattle,
Washington, the company has 70+ locations worldwide.
• Top 100 Best Places to Work in IT: ComputerWorld (2013 and 2011), Business Insider ‘Top 25 Best
Tech Companies to Work For in 2011’ and many more
• Avanade and Accenture have the most Microsoft Partner of the Year awards of any IT solutions firm
in history. Together, we've collaborated on 10,000+ Microsoft-based business and public service
projects for 3,700+ global clients
• Training Top 125 Award: Want a serious commitment to your ongoing training? Avanade ranks in top
100 for last 4 years (at #37 in 2013), and Consulting Magazine (2010) ranked us #2 in Training,
#2 in IT services, and #5 in career development!
• Not just a Microsoft Gold Partner, but 20 earned Microsoft Gold Competencies, more than *any* other
partner by far; and more Microsoft Enterprise Partner of the Year awards than any other partner
• Avanade has more Microsoft MVPs per capita of any large IT consulting firm, and more Windows
Azure platform-certified developers than any other Microsoft partner, so you really do learn with the
best here
• Over 3 million seats managed by Avanade of Microsoft Lync, Exchange, SharePoint and/or Office
365, and growing fast
• 1000+ SharePoint engagements completed, 2,000 SharePoint consultants, #1 in SharePoint
certifications
• 30+ elite Microsoft Certified Masters and Architects, largest of any company outside Microsoft
© Concept Searching 2014
Getting from Point A to Point B – Is it possible?
SharePoint Office 365 OneDrive
for Business
SharePoint Office 365 OneDrive
for Business
• No native integration across all three
products
• What to do about • Search
• Security
• Records Management
• Migration
• eDiscovery
• Content Management
• Enterprise Metadata Repository
• And, if you are really gung-ho
• Business Social Networking
• Collaboration
• Text Analytics
• What to do about • Existing business processes
• Corporate policies in the cloud
• Compliance in the cloud
Point A
Point B
© Concept Searching 2014
What is the challenge with SharePoint?
Search
• SharePoint 2013 search is much improved in terms of features, but the same old problem
of user tagging compromises the quality and relevancy of search results
• 85% of relevant documents are never retrieved in search (IDC)
Security at the content level
• 83% of data harm/damage is due to user mistakes and accidents and only 1% to malicious,
internal user behavior
• Probability of a material data breach in an organization with 10,000 records is 22%
• Average cost to an organization is $3.3 million (Ponemon Institute)
Records Management
• 88% of organizations are challenged by regulatory change (Robert Half International)
• Less than 50% of content is correctly indexed, meta tagged, or efficiently searchable (IDC)
• Average cost of manually tagging one record is $4-$7
Migration
• Mass moves impact search, eDiscovery, and content management
• Duplicates, content that should be archived, and just plain garbage are never
addressed, and can be a storage issue
© Concept Searching 2014
What is the challenge with Office 365?
See previous slide…
And…
• How do you manage security?
• What is required for applications? Multi-factor
authentication, encryption, ‘enterprise ready’?
• The average organization loads 85.6GB of high risk
applications to the cloud (Skyhigh Networks)
• How do you replicate your business processes in
Office 365?
• How do you integrate with SharePoint applications that
are not cloud ready?
• How do you manage all content and keep it in synch?
• How do you determine what content goes where?
• How do you audit for compliance?
• How do you identify and manage risk?
© Concept Searching 2014
What is the challenge with OneDrive?
• What are your users doing, despite availability of enterprise tools?
• 89% of 5,187 full-time employees use consumer file synch and storage tools at work,
despite the security risks
• 25% use three or more consumer/commercial products to get work done
• 44% rely on email and memory sticks (Ovum)
• Your content is only as safe as your dumbest user
• Do you know what is being saved to OneDrive?
• What is your tolerance for risk or loss of confidential information?
• In a BYOD world do you know what OneDrive is being synched to?
• How do you handle a lost device that is synched to OneDrive?
• Several organizations are turning off OneDrive for Business because there is no way
to guarantee what is being posted there is compliant with governance, enterprise
policies, and directives
• MDM can’t fix it in a BYOD world
• Users may be unaware their My Documents are
being auto synched to OneDrive
• Is this the right approach?
So, what’s in your OneDrive?
© Concept Searching 2014
What if, everything in My Docs went to OneDrive Automatically?
• Easy enough to do
• Set My Documents to Synch with OneDrive
• Start Windows Explorer – ‘Windows Key + E’
• In the left pane under Libraries expand Documents
• Right Click My Documents and choose Properties
• Select the Location tab
• Click Move
• Navigate to c:\users\%your user name%
• Choose OneDrive – C:\Users\%your user name%\OneDrive
• Click Select Folder
• Click Apply
• You will be prompted to confirm moving all your files from the My Documents to OneDrive folder
• Your My Documents folder is now called OneDrive and all Libraries, links and shortcuts update to reflect the change
• Microsoft Office applications will save to your OneDrive folder by Default
So, let me ask you again?
What’s in your OneDrive?
© Concept Searching 2014
What is the Risk with SharePoint, Office 365, and OneDrive?
• Loss of confidential information
• Proposals
• Pricing information
• Financial forecasts
• Negative reports
• Security information and protocols
• Legal liability
• PII/PIA/HIPAA
• Customer/Confidential information
• Corporate reputation
• Can you survive a loss of consumer faith? Can your boss?
© Concept Searching 2014
Isn’t OOTB good enough?
• Short answer, No
• You don’t know what is being synched or loaded to OneDrive, in fact,
your users may not realize what is being synched, so when they save
that super secret quarterly earnings report to their My Documents…
• Little integration between on-premise and hybrid environments
• Cloud is still risky business, unless managed in accordance with
enterprise policy
• Lack of controls to prevent use and access to ‘non-approved’ cloud
services and applications
• Microsoft has a solution that will notify you that something is amiss, but….
• That might work if you have only 20, 30, maybe 100 personnel and
OneDrives but can you realistically monitor 90,000 or more in that fashion?
• The solution must include additional automation and options such as DRM
The solution must intercept content
before it is available in OneDrive
© Concept Searching 2014
What about Microsoft’s Recent DLP Announcement?
• Only addresses the cloud
• Not hybrid
• Not on-premise
• The average number of cloud services used by an enterprise came in at
738, 10 times more than what IT typically expects from its employees,
…and you are going to hire how many more people?
• Does not really do much more than a well crafted search query
• Do you have the time to go look at 90,000 OneDrives and ensure Office 365
is not the repository for confidential information? …and you are going to hire
how many more people?
• Does not stop unauthorized cloud services from being placed in Office 365
or content in OneDrive, which means it is available until an admin goes in
and identifies and removes it – that might be hours, days, or never
• So, if you were a large pharma company and FDA wrote a nasty report on
your new miracle drug, that report might be in the wild for hours, days or
even a week before it is secured. Is that a risk you can live with?
© Concept Searching 2014
Augment the Tools Microsoft gives you… Why?
• An added value third party application able to generate and use
intelligent metadata can deliver an organization significant benefits in
terms of productivity, governance and compliance, across SharePoint,
Office 365, and OneDrive
• What makes this different?
• Intelligence to identify and trap content as its migrated from file shares
during the onboarding process
• Automation to move the content to a secure location for evaluation
• The option to invoke and kick off Information Rights Management
• The option and ability to expand this to include Documents of Record
• Aligns with governance policies across the organization, file shares
SharePoint on-premise and SharePoint Online
Most important, intercept and secure the content before it
becomes available in OneDrive, and identify unauthorized cloud
services or applications that have been loaded into Office 365
© Concept Searching 2014
Where do we go from here?
• If you are only using Office 365 for email, and with the DLP
announcement, you’re in pretty good shape
• If not, then you need to do some serious planning to leverage the
capabilities of Office 365 and OneDrive to enforce your on-premise
enterprise policies, if only using Office 365 the same applies
• Get help when you need it – one client spent 2+ years planning for a
hybrid environment for Office 365 (although they had over 170,000 users)
• Seriously evaluate tools that can solve unstructured and semi-structured
challenges in all environments – preferably as an enterprise framework
• Neither SharePoint nor Office 365 has the capabilities needed
• Don’t forget the users – new policies, new procedures, and training
© Concept Searching 2014
Upcoming Events
• If you are in the area, please join us at:
• SharePoint Saturday Richmond
• SharePoint Saturday Reston
• FEDSPUG/WSPDC
• Change your Search to Find – On-premise and in the Cloud Webinar
Tuesday, October 28th - 11:30am – 12:30pm EDT
Sponsored by Concept Searching
• Text Analytics and SharePoint – a Unique and Proven Approach Webinar
Tuesday, November 18th, 11:30am – 12:30pm EST
Sponsored by Concept Searching and Enterprise Knowledge
© Concept Searching 2014
Thank You
Martin Garland
Founder and President
Concept Searching
Twitter @conceptsearch
John Challis
Founder and CEO/CTO
Concept Searching
Twitter @conceptsearch
Mack Sigman
Director, Service Line Lead
Avanade
President and Founder
FEDSPUG
Twitter @Mack_Sigman