spca2013 - sharepoint 2013 and yammer enterprise social compliance

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Tweetme: @joeloleson #SPCon1 SharePoint 2013 and Yammer Enterprise Social Compliance Joel Oleson Director Technical Evangelism ViewDo Labs @joeloleson CollabShow.com

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SharePoint 2013 and Yammer Enterprise Social Compliance

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Page 1: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13

SharePoint 2013 and Yammer Enterprise Social Compliance

Joel OlesonDirector Technical EvangelismViewDo [email protected]

Page 2: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13

Page 3: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

SharePoint Joel“Most Connected man in SharePoint”

• Forbes: #1 SharePoint Influencer 2012• Voted Most Popular SharePoint Blog 2012

SharePointJoel.com now CollabShow.com• Global Epic Traveler - TravelingEpic.com - Over 110 UN

Countries

http://www.collabshow.comhttp://viewdolabs.com

3

Page 4: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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Agenda• SharePoint 2013 & Office 365 compliance

features• eDiscovery across multiple SharePoint farms

and Exchange servers• Information Architecture / Social Architecture• Yammer Compliance Considerations• Social Roles & Responsibilities• Third Party Considerations

Page 5: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13

Understanding Compliance

The act or process of doing what you have been asked or ordered to do…- Merriam Webster's Dictionary

Page 6: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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IT Governs Tools Not People

Page 7: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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SharePoint ECM Features Over Time

Page 8: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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SharePoint 2013 eDiscovery• The eDiscovery Center - central SharePoint site used to manage

preservation, search, and export of content stored in Exchange and SharePoint across SharePoint farms and Exchange servers.

• SharePoint In-Place Hold - preserves entire SharePoint sites. In-Place Hold protects all documents, pages, and list items within the site but allows users to continue to edit and delete preserved content.

• Exchange In-Place Hold - preserves Exchange mailboxes. In-Place Hold protects all mailbox content through the same UI and APIs used to preserve SharePoint sites.

• Query-based preservation - allows users to apply query filters to one or more Exchange mailboxes and SharePoint sites and restrict the content that is held.

Page 9: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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Create an eDiscovery Center

Page 10: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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eDiscovery Center

Page 11: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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Page 12: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13

eDiscovery across On Prem & Cloud

Page 13: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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Page 14: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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Retention Policies• The Retention policy feature lets you define retention stages,

with an action that happens at the end of each stage. The actions that can occur at the end of a stage include the following:– Moving the item to the Recycle Bin– Permanently deleting the item– Transferring the item to another location– Starting a workflow– Skipping to the next stage– Declaring the item to be a record– Deleting all previous drafts of the item– Deleting all previous versions of the item

Page 15: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

These “Compliance” Features IGNORE SOCIAL STREAMS…

Page 16: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

“Controlling Social is like Herding Cats”

cc EDS Video

http://www.youtube.com/watch?v=Pk7yqlTMvp8

Page 17: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Conductor…

http://www.ted.com/talks/itay_talgam_lead_like_the_great_conductors.html

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Business Governs People Not Tools

Page 19: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Key RolesRole Description Responsibilities

Community Manager(s)

Responsible for managing the Yammer community(Typically from Communications or Marketing)

Vision/Strategy, User Account mgmt, manages adoption & policy enforcement

Yambassadors Business embedded influencers who have strong use of the platform

Provide vision and direction for their business units. Explain soc bus value. Report policy violations

Group Admins Manage groups on Yammer and cultivate conversation within teams and groups

Keeps harmony within the group. Monitors conversation and engages.

Power User/Contributors

User who has a good understanding for creating polls, following topics, noteboards and leveraging the platform

Keep policies and engage with the community

Sys Admin Installs apps, configures webparts, AD sync, Profile config

Manages Technical requirements.

Page 20: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

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The Problem with Social…

So much of the intellectual property in a company is tied up in the interactions between people. We see it crisscross many organizations today as email and attachments… We see it show up as conversations and documents in the network.

Jared Spataro, Sr. Director Office Divison, “Putting Social To Work”

http://blogs.technet.com/b/microsoft_blog/archive/2012/11/12/putting-social-to-work.aspx

Page 21: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13

Go Yammer!

Yammer is our big bet for enterprise social, and we're committed to making it the underlying social layer for all of our products. It will power the social experiences in SharePoint, Office 365, Dynamics, and more. -- Jared Spataro, Senior Director, Microsoft Office Division

http://blogs.office.com/b/sharepoint/archive/2013/03/19/yammer-and-sharepoint-enterprise-social-roadmap-update.aspx

Page 22: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Yammer of the Future…

Page 23: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Yammer Security• Monitor Keywords• All connections are SSL• Encrypted Email TLS transport if you

support it on your side• All data is considered • Yammer’s offsite SSAE16 SOC1 data

center provides 24/7/365 video surveillance, biometric + pin-based locks

• Data is backed up multiple times per day strong disk encryption. Backup SSH

• Internal and external vulnerability scans and penetration tests

• Third-party in-depth quarterly security reviews

Page 24: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Security Standards…• Single Sign-On (SSO)

– Yammer supports SAML 1.1/2.0-based SSO on all web, desktop and mobile clients.• Password Policies

– Set password policies for length, expiration and complexity to match your company password policies.

• Logical Firewall– Restrict access to a specified IP range so that your network is only accessible in

designated physical locations or through your organization’s VPN.• Session Management

– Session management tools let admins see the devices users are logged into, and log them out if needed. Admins can close open sessions for any users in their network by destroying OAuth tokens.

• Manage and Integrate Apps– For your network, and gain access to advanced tools like SharePoint, Microsoft

Dynamics, Single Sign-On, and Active Directory Sync.

Page 25: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Information Architecture

Page 26: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Cloud Enterprise Information Architecture

UnstructuredStructured

IntranetCentral Portal

DepartmentalSites

Groups and TeamSites & Workspaces

Yammer• GroupsOffice 365• Team Sites• Email

Personal StorageFav & Follows

• SkyDrive Pro• My Site• My Tasks• My Documents• Docs I’m following• People I’m following

On Prem Cloud

SharePoint 2013• Department ECM• Doc Mgmt• Workflows• Custom Apps

SharePoint 2013• Search• News• Navigation

Page 27: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Enterprise Information Architecture

Structured

IntranetCentral Portal

DepartmentalSites

Groups and TeamSites & Workspaces(Non Customized Light branding)

Yammer• GroupsOffice 365• Team Sites

On Prem Cloud

SharePoint 2013• Department ECM• Doc Mgmt• Workflows• Custom Apps

SharePoint 2013• Search• News• Navigation

Personal StorageFav & Follows

• SkyDrive Pro• My Site• My Tasks• My Documents• Docs I’m following• People I’m following

Unstructured

Page 28: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Hybrid Enterprise Information Architecture

UnstructuredStructured

IntranetCentral Portal

DepartmentalSites

Groups and TeamSites & Workspaces

Yammer• GroupsOffice 365• Team Sites• Email

Personal StorageFav & Follows

• SkyDrive Pro• My Site• My Tasks• My Documents• Docs I’m following• People I’m following

On Prem Cloud

SharePoint 2013• Department ECM• Doc Mgmt• Workflows• Custom Apps

SharePoint 2013• Search• News• Navigation

Page 29: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Third Party Tools Examples

• SharePoint Governance and Compliance– Metalogix– AvePoint

• SharePoint Encryption and Security– Cipherpoint– Stealth Software

• Yammer Analytics and Compliance– ViewDo Labs– Good Data

Page 30: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance
Page 31: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Takeaways… Q&A

• Join the SharePoint & Office 365 community on Yammer http://yammer.com/spyam

• More on Social Compliance at collabshow.com• Discover and build credibility with your

leaders and influencers across the business• Don’t CONTROL – Govern… Lead.

Page 32: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Free Yammer Analytics App – ViewPoint Freemium

http://viewdolabs.com

Page 33: SPCA2013 - SharePoint 2013 and Yammer Enterprise Social Compliance

Tweetme: @joeloleson #SPCon13