solving compliance issues for office365/exchange online environments
TRANSCRIPT
LIVE WEBINAR AUGUST 11, 2015
SOLVING COMPLIANCE ISSUES FOR OFFICE 365 ENVIRONMENTS
THE ARCHIVING PLATFORM
WELCOME! – OUR PROGRAM WILL BEGIN SHORTLY…
THE ARCHIVING PLATFORM
LET’S GET STARTED! - A FEW HOUSEKEEPING ITEMS BEFORE WE CONTINUE…
SOLVING COMPLIANCE ISSUES FOR OFFICE 365 ENVIRONMENTS
LIVE WEBINAR AUGUST 11, 2015
SPEAKERS FOR TODAY’S WEBINAR
DAN FOXSOLUTION ARCHITECT & SENIOR TECHNICAL RESOURCE
MIKE PAGANI SR. DIR. OF PRODUCT MARKETING & CHIEF EVANGELIST
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BRIEF INTRO
ABOUT SMARSH
THE ISSUE OF COMPLIANCE IN
OFFICE 365ENVIRONMENTS
SOLUTIONS TO ADDRESS
THE ISSUES +
Q&A
AGENDA FOR TODAY’S WEBINAR
WHO WE ARE• Leading Comprehensive Archiving Platform
• Focus on Financial Services and other regulated industries including mortgage, lending, healthcare and public sector
• Founded in 2001
• Headquartered in Portland, Oregon with offices throughout the USA and UK/EMEA
• 20,000+ customers with 95% retention, averaging a 20+ year lifetime value
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THE
ARCHIVINGPLATFORM
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ANALYST VIEWPOINT
“Office 365 is arguably the most successful of the various business-grade, cloud-based communication and collaboration services currently available.”
Michael Osterman, President and founder of Osterman Research
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ANALYST VIEWPOINT
Michael Osterman, President and founder of Osterman Research
“Compliance-related issues, whether driven by statutory regulations or legal requirements, are an essential consideration for companies across a wide range of industries.”
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ANALYST VIEWPOINT
Michael Osterman, President and founder of Osterman Research
“Even though Office 365 has many useful features and functions and addresses some compliance issues well, it has a number of limitations. Organizations that encounter these limitations will need to use third-party compliance capabilities to fully satisfy their regulatory and legal obligations.”
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• Exchange Online “inbox” oriented archiving is the Microsoft approach
• Expect sluggish search and data production performance
• Limited reporting (2 reports) and no ability to save searches
• E-discovery searches are manual one time events, expect to run several searches to compile data needed for a discovery event
• Legal hold limited to 5 holds per message (1 already used for archiving policy)
• Not a solution for Yammer and Lync/Skype for Business content types
• Does not address compliance and discovery for non-Microsoft content types
COMPLIANCE & DISCOVERY CHALLENGES
KEY ISSUES & LIMITATIONS
SEARCH POLICIES
CASES ADMIN &REPORTING
• Immutable retention across a broad range of content types
• Archived content is indexed/search-ready for rapid access
• Policy-driven message supervision/review for compliance
• Powerful search and case management for discovery events
• Cloud-based for rapid deployment and optimal scalability
• Investment-enhancing policy tuning to reduce false-positives
WE ARCHIVE EVERYTHING
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COMPREHENSIVEARCHIVING
THE
ARCHIVINGPLATFORM
SPECIALIZED ADD-ON MODULES
CORE PLATFORM CAPABILITIES + MODULES = ENHANCED PLATFORM EXPERIENCE
SUPERVISION
DISCOVERY
PERSONAL ARCHIVE
• Queues
• Dashboards
• Team-based reviewer workflows
CORE PLATFORM
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+
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• Faceted search• Enhanced case
management
• Legal holds
• Secure personal access to archived email
• Self-service enhanced archive search capabilities from any device
• Search ready content• Policies, Cases & Roles• Admin & Reporting
CORE PLATFORM
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SUPPORTED CONTENT & STRATEGY
THE ARCHIVING PLATFORM
ExchangeOffice365
LotusGoogle
Groupwise
SkypeSkype for Business
Microsoft LyncAOL
YahooQQ
Cisco JabberThomson Reuters
BloombergPivot
ICE ChatFactSet
YammerLinkedInFacebook
TwitterSalesforce Chatter
iPhoneAndroid
Blackberry
AT&T (carrier)
WebsitesBlogs
COMING SOON SharePoint
EMAIL IM SOCIAL MOBILE WEBVOICE/AUDIO FILES VIDEOS
YouTubeVimeo
via standardized ingestion API+
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DIRECT MESSAGE INGESTION
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SKYPE FOR BUSINESS ONLINE
THE
ARCHIVINGPLATFORM
SmarshIngestion Service
The ArchivingPlatform™
Office 365
*User A
User B
* Configured to archive messages in The Archiving Platform
Archiving copy
Indexed andpolicy-checked
Search/Review
SUPERVISION& DISCOVERY
• How we add users for specific content types to archive
• Policies and how to establish them for automated message supervision
• Team-based message review/queue functionality
• Universal search capabilities for discovery/case management
WE ARCHIVE EVERYTHING
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LIVE DEMONSTRATION
THE
ARCHIVINGPLATFORM
• Robust policy-driven message supervision/review for regulated organizations with integrated case management and production for discovery-related events
• Support for Yammer and Skype – not just Exchange Online and SharePoint
• Direct ingestion into the archive retaining context – not flattened into email format
• The Archiving Platform™ supports content types beyond Office 365
• Cloud-based archiving service aligns with Office 365 cloud-based approach for communications and collaboration – versus legacy on-premise archiving products
COMPREHENSIVE COMPLIANCE, DISCOVERY AND PRODUCTIVITY
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ADDING VALUE TOOFFICE 365
ENVIRONMENTS
THE
ARCHIVINGPLATFORM
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ADDITIONAL INFO
RESOURCES NOW AVAILABLE
OSTERMAN RESEARCH THE ROLE OF THIRD PARTY TOOLS FOR O365 COMPLIANCEwww.smarsh.com/whitepapers/the-role-of-third-party-tools-for-office-365-compliance/
SMARSH 2015 ELECTRONIC COMMUNICATIONS COMPLIANCE SURVEY REPORT www.smarsh.com/2015compliancesurvey