SharePoint for Legal: The Road Ahead

@RHARBRIDGE

SharePoint For Legal: The Road Ahead

Keynote By: Richard Harbridge

RICHARDHARBRIDGE

My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at

SPEAKER | AUTHOR | SUPER FRIENDLY

@RHARBRIDGE

WARNING: IT MAY BE HARD TO KEEP UP

Slides are on http://www.SlidesShare.net/RHarbridge {It’s okay!}

Information!

http://www.slidesshare.net/RHarbridge

THE DRIVEN ORGANIZATION

“A business, like an automobile, has to be driven in order to get results.” - B. C. Forbes

THE PACE OF BUSINESS IS ACCELERATING…

The business has increasing expectations and wants results faster.

WHERE WE WANT TO BE ISN’T WHERE WE ARE TODAY…

We all aspire help our organizations achieve more meaningful results.

IF WE DON’T KEEP DRIVING…

We will never get to be where we want & need to be.

THE ROAD AHEAD…

Looks different for all of us - filled with challenges, road blocks and detours.

BREAK THROUGH…

Organizations are embracing change to break through & drive results.

WE WANT TO BE BETTER THAN AVERAGE…

Many orgs are successful, but what about those really successful cases?

THE PREPAREDORGANISATION

“Before everything else, getting ready is the secret to success.” - Henry Ford

ARE YOU READY FOR TODAY’S DEMANDS?

What about tomorrows demands? Are you ready for those?

USERS WORK ANYWHERE…

By 2016 40% of the workforce will be mobile - Gartner

Work

Life

Flexible work is prevalent – rethink your definition of a mobile worker.

USERS WORK ANYTIME…

USERS WORK ON ANY DEVICE…

By 2015 at least 60% of information workers will interact with content applications via a mobile device - Gartner

USERS WORK WITH MORE PEOPLE…

We work with more people on a day-to-day basis today than ever before.

60% of employees report working with 10 or more people on a day-to-day basis.

Half of these employees work with more than 20.

USERS WORK INSIDE & OUTSIDE OF THE ORGANIZATION…

We also work with contractors, customers or partners more…

DON’T FALL BEHIND…

It is more challenging to meet expectations on legacy technology.

CONSIDER SHAREPOINT ONLINE…

An excellent way to provide easier sharing & anywhere, anytime access.

CONSIDER UPGRADING TO SHAREPOINT 2016 (OR AT LEAST 2013)…

TAP Program Now - Beta Q4 2015, RTM Q2 of 2016.

THE MODERNORGANISATION

Being prepared really means meeting modern Enterprise needs.

THE INFORMEDORGANISATION

“If the rate of change on the outside exceeds the rate of change on the inside, the end is near.” - Jack Welch

HOW DO WE REDUCE UNCERTAINTY?

We look for signs and to be informed on what route is best.

HOW DO WE REDUCE UNCERTAINTY?

We look for signs and to be informed on what route is best.

1 2

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5

6 7 8 910

Abundance Of Helpful Data1. Area Map2. Our Direction3. Our Route4. Points Of Interest5. Our Route Risks6. Upcoming Action7. Distance/Time To Goal8. Estimated Duration9. Current Speed/Limit10. Current Road

I AM GOING TO BE YOUR GPS TODAY…

Imagine you change your GPS voice settings to Richard Harbridge…

SharePoint as a skillset has been validated and is important, but will change.

SHAREPOINT SKILL LANDSCAPE TODAY…

ROUTE 1: SHAREPOINT ONLINE

The first route forward involves leveraging Office 365 and SharePoint Online.

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NEXT COMES OFFICE 365…

If you are using SharePoint Online then it makes sense to leverage Office 365…

There are a few key capabilities Office 365 includes that are important to note.

AZURE AD & OFFICE 365 CABILITIES…

Conditional Access

Built-In

Device Management

Selective Wipe& Reporting

Built-in to Office 365

Powered by Microsoft Intune

Application Management

LoB app

User-centric approach

Office 365 comes with MDM that Office 365 IT Professional’s should be aware of.

MDM FOR OFFICE 365…

Category Feature Exchange ActiveSync

MDM for Office 365

Microsoft Intune (cloud only)

Intune + ConfigMgr (hybrid)

Device configura

tion

Inventory mobile devices that access corporate applications ● ● ● ●Remote factory reset (full device wipe) ● ● ● ●Mobile device configuration settings (PIN length, PIN required, lock time, etc.) ● ● ● ●Self-service password reset (Office 365 cloud only users) ● ● ● ●

Office 365

Provides reporting on devices that do not meet IT policy ● ● ●Group-based policies and reporting (ability to use groups for targeted device configuration) ● ● ●

Root and jailbreak detection ● ● ●Remove Office 365 app data from mobile devices while leaving personal data and apps intact (selective wipe) ● ● Q2 CY2015

Prevent access to corporate email and documents based upon device enrollment and compliance policies ● ● Q2 CY2015

Premium mobile

device & app managem

ent

Self-service Company Portal for users to enroll their own devices and install corporate apps ● ●

App deployment (Windows Phone, iOS, Android) ● ●Deploy certificates, VPN profiles (including app-specific profiles), email profiles, and Wi-Fi profiles ● ◐ *Prevent cut/copy/paste/save as of data from corporate apps to personal apps (mobile application management) ● Q2 CY2015

Secure content viewing via Managed Browser, PDF Viewer, Imager Viewer, and AV Player apps for Intune ● Q2 CY2015

Remote device lock via self-service Company Portal and via admin console ● ●

PC managem

ent

Client PC management (e.g. Windows 8.1, inventory, antimalware, patch, policies, etc.) ● ●PC software management ● ●Comprehensive PC management (e.g. Windows Server/Linux/Mac OS X support, virtual desktop and power management, custom reporting, etc.) ●

OS deployment ●

* Deployment of VPN and email profiles for Android devices to be added in Q2 CY2015

Be aware of MDM capabilities in Intune and SCCM that go even further…

COMPARE…

@RHarbridge

MULTI-FACTOR AUTHENTICATION (MFA)

Second factors include a telephone call, SMS text or validating via an app.

Needs something you “know” (a password) and something you have “a mobile phone”Free for Office 365 subscribersCan extend into on-premises and other apps with Azure MFA

@RHarbridge

WITH AADP YOU CAN CONNECT 2400+ SAAS SOLUTIONS…

Providing easy single sign on for your users as well as reporting.

@RHarbridge

IT ALSO PROVIDES A DESIGNED LOGIN PAGE…

Which can help communicate additional messages like instructions for help.

@RHarbridge

THERE IS AN AZURE SSO PORTAL…

Group management and approvals are important to note here.

@RHarbridge

THE SSO APPS YOU CONFIGURE CAN SHOW IN THE APP LAUNCHER FOR USERS…

Bringing the power of Azure AD SSO right to users in a very meaningful way.

Now that we understand key things Office 365 and Azure AD provides…

LET’S GET BACK ON THE ROAD…

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HOW DOES DELVE FIT IN?

Delve is an experience that presents Office Graph data to the user.

New profiles for users are rolling out in Office 365 Delve.

NEW PROFILES…

While they aren’t customizable they can have properties…

NEW PROFILES…

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SHARE MEETING RECORDINGS ON YOUR OFFICE VIDEO PORTAL…

Consider PowerPoint recording with Office MIX https://mix.office.com/

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Articles

Microsites

Sway

The Offi

ce Graph

With messaging, calendaring, file sharing, and more.

CONNECT EXPERIENCES WITH OFFICE 365 GROUPS…

CONNECT EXPERIENCES ACROSS OFFICE 365 WITH DELVE…

Based on what the user does put the best technology together to improve that.

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Office 365 Groups

One membership to rule them all?

GROUPS BEHIND THE SCENES…

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Articles

Microsites

Auto-saved as you work

Friendly URLs

Looks great across your devices (phone, tablet

and PC)

Connected to social (Yammer)

Fast and fluid navigation

Compliant and secure

Natively embed Office 365 documents and

video

Will be used to create pages in Blog, Office 365

Groups, Codename “InfoPedia” and more

ARTICLES…

It all starts with easy to author articles. Then Microsites and codename Infopedia.

Basic site hierarchy

allows sections

and organizatio

n

Includes both explicit, curated

content and dynamic related content

Absolutely the best

way in the world to

talk about a set of Office

documents

Badging denotes

authoritative content

Modern, on rails authoring

canvas

MICROSITES…

Going beyond Delve Boards and providing great content experiences.

INFOPEDIA…

Sections, TOCs, & Entire “Infopedia” collections of articles/microsites.

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Articles

Microsites

Sway

The Offi

ce Graph

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Articles

Microsites

Currently Rolling Out…

1. Mobile sharing UX2. DLP policy tips3. New PDF experience

for iOS, Android4. Send a link from

Outlook Mobile on iOS, Android

5. Save to OneDrive for Business from OWA

6. Expiration of anonymous shares

What’s coming from a product experience perspective?

Later This Year (Q3/4)…

1. Next-gen sync client (PC & Mac)

2. Unified web UX3. Mobile Offline files

(read-only) for iOS, Android

4. Stop/revoke sharing control

5. Company-shareable links

6. Windows 10 Universal app (including read-only offline files)

Planned…

1. Offline mobile editing

2. Offline mobile folders

3. Mobile PDF annotation support for iOS, Android

4. Modern attachments for Outlook

5. Expiration of all external shares

ONEDRIVE FOR BUSINESS EXPERIENCE ROADMAP…

Currently Rolling Out…

1. Currently rolling out2. Auditing & Reporting

(preview)3. Disable sync on

unmanaged PC’s4. DLP Phase 2 (preview)5. Unified OneDrive API6. Migration API SDK7. Office 365

Management Activity API (Auditing)

8. Storage quota controlWhat’s coming from a Security, Compliance, and Developer perspective?

Later This Year (Q3/4)…

1. Allowlist/Denylist external sharing domains

2. Archive of external sharing emails

3. Intune support for personal/business accounts

4. DLP Phase 35. Disable external sharing

for specific users6. Remove 20,000 file limit7. Large file support

(10Gb)

Planned…

1. Unlimited Storage

2. DLP support for mobile apps

3. Cross-tenant sharing control

4. OneDrive usage reporting

ONEDRIVE FOR BUSINESS ADMIN/DEV ROADMAP…

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SPEAKING OF SOCIAL…

Social is about unlocking conversations & providing more context…

WEAVING SOCIAL INTO THE PLACES I WORK…

Social collaboration is something I do frequently because it’s where I work…

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HOW WE MAKE DECISIONS TOGETHER HAS CHANGED…

No longer combing through excel work sheets to get an update on status.

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ROUTE 2: SHAREPOINT 2016

The second route starts with SharePoint 2016 but uses Office 365…

CONSIDER SHAREPOINT 2016…

Features available on SharePoint Online – If they can be backported = in 2016.

Migration Process

Prep

arati

onAs

sess

men

tM

igra

tion

Testi

ng/

Valid

ation

Post

Mig

ratio

n

For Office 365 Migrations

Analyze Existing Content

(Location, Quantity, Solutions)

Determine Migration Priority

Create New Site(s) In Office 365

Validate Content Based On Content

Map/Schedule

Launch New Site (w/ Training)

Assess Office 365 Environment

Identify Source Content To Be

Migrated

Determine Ownership Of

Content

Clean Up Content/Content Refresh

Prepare Office 365 EnvironmentDefine Content Map

Owner Review Of Content (Training

Opportunity)

Migrate Content Based On Map/

Schedule

Define Migration Schedule

Approved

Delete Source Content That Has

Been Migrated

Set Source Content To Read Only Review Feedback

Resolve Issues

Plan Launch Efforts

HOW DO I GET TO SP 2016?

Upgrade “2010 Mode” Sites to “2013 Mode” and Content DB 2013 to 2016.

WHAT DO WE GET WITH 2016?

Starting with the management improvements…

WHAT DO I GET WITH SHAREPOINT 2016?

From 37+18 Per LangPack MSIs/MSPs to 4 MSI/MSPs +1 Per LangPack.

Smaller update footprint Reduced number of MSI and MSP In-place, online, installation

MSI MSP

Increased List Threshold >5000

List Threshold

Content database sizing into TB’s

Content Database Size

MaxFile Size 10GB and removed character restrictions

MaxFile Size

100,000 site collections per content database

Site Collections per Content Database

2x increase in Search scale to 500 million items

Indexed Items


Boundaries and limits have been improved!


Durable Links: Resource ID Based URLs (Remains intact w/ rename and move).

User clicks docID-based durable URL

…

Redirect manager: based on this docID, provide the right way

to get a doc

Cobalt endpoint

for getting file for client

URL with SiteID & DocID to

WOPI

GuestAccess.aspx URL for

WOPI


Real Time Telemetry – provide insights around users.

Services Actions Usage Engagement Diagnostics



Search Service Application for Cloud Storage

Unifies on-premises and cloud indexes Provides support for Office

Graph/Delve experiences on-premises Supports Search as a Service /

reduces search crawl footprint

Audio textAnd searchindexpropertiessignalsmetadata extraction

and processing

SEARCH SERVICE APPLICATION…

Support Using Office Graph/Delve On-Premises – Available End Of Year (2015)

WHAT DOES THIS LOOK LIKE FOR SEARCH?


WHAT DOES THIS LOOK LIKE FOR DELVE?


COMPLIANCE ACROSS CLOUD AND ON-PREMISES…

Compliance Center (Hybrid), RMS Online, DLP, eDiscovery and Hold for Both

SHAREPOINT 2016 & OFFICE 365 DISTRIBUTED SITES…

Following (Sites, Documents, People), Managed Metadata, Promoted Sites…

NEW HYBRID AUTOMATION…

Hybrid deployment automation (scenario selection, config of pre-req & core)

NEW HYBRID EXTRANET SCENARIO…

Site Publishing for Internal to Internet (w/ 365 Identity Federation Services)



ALL ROUTES LEAD TO THE CLOUD…

So being informed means understanding why, how and when that will happen.

THE CLOUD POWEREDORGANISATION

The informed organization today is the one that is planning to, or leveraging Cloud capabilities to improve their organization.

THE ENGAGEDORGANIZATION

“If everyone is moving forward together, then success takes care of itself.” - Henry Ford

WE CAN’T DO IT ON OUR OWN…

It’s a long road ahead and you need many people driving to get there.

WE GO FROM THIS AT HOME…

Personal lives full of rich technology experiences.

…TO THIS AT WORK

Frustration in the office at promise of IT unfulfilled.

GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT…

Often getting people to use more of the technology is just as important.

Let’s Go Over 4 Key Ways To Improve This Picture

Office 365 Customer Success Center

success.office.com

Scenarios inspire people to work in new ways using Office 365, along with related communication kits to support adoption.

Scenarios

A four-step approach to drive adoption supported by downloadable templates and best practices.

Methodology

Featured adoption communities where you can learn from your peers and adoption experts.

Communities

Helpful resources to learn about other customer stories and special offers to make it easier to get started.

Resources

Learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption.

1. BUILD AN ADOPTION PLAN…

2. REAL WORLD ADOPTION ACTIVITIES & MORE…

Find great ideas for driving adoption in our latest book http://improveit.how/book

http://improveit.how/book

Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared?

◕ ◕ ● ● ◔ ●

Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ●

That is designed for your organization and your enterprise technology strategy.

3. PROVIDE SCENARIO GUIDANCE…

3. DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER!

It goes into much greater depth and can be found at WhenToUseWhat.com

http://www.whentousewhat.com/

4. DELVE ORGANIZATIONAL INSIGHTS…

Allow collaboration groups to see patterns within their activities.

THE SMARTER ORGANISATION

The engaged organization is one where adoption is successful and the organization is actively helping users improve their usage (not just drive usage).

YOUR ORGANIZATION CAN BE BETTER THAN AVERAGE…

Let’s drive ourselves and our businesses to be better.

THE LEADINGORGANIZATION

The leading organizations today are the ones that are modern, cloud powered and smarter.

Thank You!Organizers, Sponsors and You for making this possible.

100+ Sharepoint Presentations At.. Slideshare.Net/RHarbridgeWhen To Use What Whitepaper..WhenToUseWhat.com Improve It Book.. ImproveIT.How/BookOffice 365 Success Center.. Success.Office.Com

Message Me On LinkedIn or Email [email protected]

SPEAKER | AUTHOR | SUPER FRIENDLYMy twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at

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SharePoint for Legal: The Road Ahead