building a hybrid share point information governance plan
TRANSCRIPT
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Building a Hybrid SharePoint Information Governance PlanBruce TuncertanJuly, 2016
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Thank YouEVENT Sponsors
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Conference Materials
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• Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th. [6 minutes walk]
Scallywags also serves food.http://www.scallywagsnyc.com/
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Agenda
• Hybrid Cloud Considerations and Business Drivers
• How to govern Hybrid Architecture and Infrastructure
• Hybrid SharePoint Workloads• Collaboration & RM• BI• Extranets• Search
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Cloud Considerations and Business DriversWhat – Why – How?
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Hybrid Cloud Considerations and Business DriversWhat is Hybrid SharePoint?
Common Scenario
Can also be considered as hybrid
+ =HybridOnline On-premises /
IaaS
+ =HybridOn-premisesOn-premises /
IaaS
ddddd
IaaS /Dedicated VMs
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Hybrid Cloud Considerations and Business DriversWhy Hybrid?
26% of the enterprise
customers are “on
the road” to cloud
Only 8% plan a full
deployment to
Office 365
Advantages of Hybrid Cloud
• Get a footprint in remote locations• Address regulatory requirements • Provide flexibility• Reduce management overhead• Utilize existing investment
“Nearly half of large enterprises will have hybrid cloud deployments by the end of 2017” Gartner & IDC
“The Hybrid Cloud market is expected to grow from $25.28 billion in 2014 to $84.67 billion by 2019, at a Compound Annual Growth Rate (CAGR) of 27.3% from 2014 to 2019.” Research and Markets
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Hybrid Cloud Considerations and Business DriversHow to define Hybrid?
Splitting WorkloadsSplitting Users
Two ways to define the hybrid cloud• By Users• By Workloads
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CloudOn Premise
HybridCoexistence
Hybrid Cloud Considerations and Business DriversMigration to the cloud
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Hybrid Cloud Considerations and Business DriversKey considerations on maintaining hybrid scenarios
Availability, DR, Backup & Restore
Investment
Performance
Manageability
Regulatory
Change Management
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Hybrid Cloud Architecture and Infrastructure
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SharePointOnline
On Premise
HybridCoexistence
Hybrid Cloud Architecture and InfrastructureHow do Cloud and On-premise coexist?
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Security Token
Service (STS) on-
premises
Infrastructure
Active Directory Synchronization
Server-to-server Trust
Hybrid Cloud Architecture and InfrastructureSingle sign-on requirements
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Hybrid Cloud Architecture and InfrastructureSingle sign-on architecture overview
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What is…
Hybrid Cloud Architecture and InfrastructureDirectory synchronization overview
Directory Synchronization
Directory Synchronization
with SSO
How …
Directory Synchronization
Tool
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What is…
Hybrid Cloud Architecture and InfrastructureDirectory synchronization overview
Directory Synchronization
Directory Synchronization
with SSO
How …
Directory Synchronization
Tool
Azure Active Directory
Connect Tool
COMPILED AND
MERGED UNDER A
NEW TOOL
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1 2 3 4 5
Hybrid Cloud Architecture and InfrastructureSteps to Govern and Configure Directory Synchronization – Traditional
Activate directory
synchronization
Prepare for directory
synchronization
Configure directory
synchronization
Setup the directory
synchronization computer
Activate synchronized
users
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1 2,3,4 5
Hybrid Cloud Architecture and InfrastructureSteps to Govern and Configure Directory Synchronization – AD Connect
Prepare for directory
synchronizationInstall and run the new Azure
AD Connect Tool
Activate synchronized
users
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One-way
outbound
Hybrid Cloud Architecture and InfrastructureAuthentication topologies
One-way
inboundTwo-way
bidirectional
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Target
Application
Considerations
Hybrid Cloud Architecture and InfrastructureGovern SharePoint Online configuration in hybrid scenarios
SharePoint 2013
Configuration
Consideration
1 2
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Hybrid Workloads
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HybridWorkloads
Workloads to define in your governance plan
Collaboration and Records Management
Business Intelligence
Extranets
Search
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Content
Management
Hybrid Workloads - Collaboration and Records Management Overview
Governance PlanRecords
Management &
Retention
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What?
Organization should determine their definition of a record
Organizations should manage active documents which will become records
A Record is a document that serves as evidence of an activity or transaction
Organizations should retain records to meet business, legal and regulatory requirements
Hybrid Workloads - Collaboration and RMWhat is a record?
Why?
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Hybrid Workloads - Collaboration and RMHow to classify
HBI - High Business Impact
MBI - Medium Business Impact
LBI – Low Business Impact
Public
On-Prem
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Archive them in
the Records
Center
Hybrid Workloads - Collaboration and RMWhere should we store the records?
Manage records
in-placeConsider a
hybrid approach
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ComplianceDoes separate record
required by regulations?
GovernanceHow do you govern the
collaboration site?
FrequencyHow often records
needs to be accessed?
DurationWhat is the lifetime of the collaboration site?
ManagementWho will be managing
records and record centres?
Hybrid Workloads - Collaboration and RMRecord management consideration for SP 2013
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What is available?
Federated users to gain access on-prem data
Two-way authentication topology
Users publish on-prem data to SharePoint Online
Through Odata
Hybrid Workloads - Business IntelligenceOverview
How?
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Hybrid Workloads – Business IntelligenceExcel Services
Report Publish View Integrate
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Hybrid Workloads – Business IntelligenceHybrid BI & Office Web Apps Considerations
Seamless Office 365 Web Apps experience
Install OWA Server on-prem
Configure SharePoint on-prem server to interact with Data Models or PowerView views.SP-SPWOPISuppressionSetting
Enable SSL for hybrid
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What
• Share internal data• Provide unified source• Extend data processing
• An extended network
• Secure external access • Isolate internal access • Isolate external users
Hybrid Workloads - Extranets - Overview
Considerations
Why
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Hybrid Workloads - ExtranetsSharePoint 2013 Extranet Architecture
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Hybrid Workloads - ExtranetsSharePoint 2013 Extranet Options
VPN LDAP
One-way trust SAML
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Hybrid Workloads - ExtranetsSharePoint Online External Sharing
What is external sharing?
How to provision a guest access?
What is an external user?
How does external sharing work?
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• Use Office Web Apps
• Inherit rights
• Navigate to subsites
• View site feeds
• See other users
• Search only in the site
Hybrid Workloads - ExtranetsExternal users
can can’t• Create personal sites
• Edit user profiles
• See global newsfeeds
• View aggregated tasks
• Serve as site collection
administrators
• View site mailboxes
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Hybrid Workloads - ExtranetsExternal Sharing Options at SharePoint Online
No External
Sharing
Share with
Authenticated
Users
+
Using
Anonymous
Links
?
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Who
• Sending invitation
• Site owners and users with full access rights
Hybrid Workloads – ExtranetsSharing Content at Site Level
Rights
How
• SharePoint groups/permissions
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Who
• Sending invitation• Sharing a guest link
• Site owners and users with full access rights
Hybrid Workloads – ExtranetsSharing Individual Documents
Rights
How
• SharePoint groups/permissions
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Hybrid Workloads - ExtranetsWays to avoid oversharing
Break Inheritance
Minimize Range
Control Rights
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Hybrid Workloads – ExtranetsExternal Sharing Considerations
• Simplified sharing
• Minimal Complexity
• No need to open firewall port
• No need to for complex configurations
• Data silos
• May or may not meet some regulatory requirements
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Office 365
SharePoint
Online
Hybrid Workloads – SearchHybrid Search Overview
SharePoint
Server
On-Premises
Hybrid
Search
Online
Authentication Topology
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Hybrid Cloud Architecture and InfrastructureOne-way outbound architecture
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Hybrid Cloud Architecture and InfrastructureOne-way inbound architecture
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Hybrid Cloud Architecture and InfrastructureTwo-way bidirectional architecture
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Hybrid Workloads – SearchHybrid Search Results with SharePoint 2013
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Hybrid Workloads – SearchHybrid Search Results with SharePoint 2016
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SAMPLE
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Thank YouBruce Tuncertan - [email protected]@tuncertan
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• Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th. [6 minutes walk]
Scallywags also serves food.http://www.scallywagsnyc.com/