building a hybrid share point information governance plan

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Building a Hybrid SharePoint Information Governance Plan Bruce Tuncertan July, 2016

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Page 1: Building a hybrid share point information governance plan

Building a Hybrid SharePoint Information Governance PlanBruce TuncertanJuly, 2016

Page 2: Building a hybrid share point information governance plan

Thank YouEVENT Sponsors

We appreciated you supporting the

New York SharePoint Community!

• Diamond, Platinum, Gold, & Silver have tables scattered throughout

• Please visit them and inquire about their products & services

• To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors

• Raffle at the end of the day and you must be present to win!

Page 3: Building a hybrid share point information governance plan

Conference Materials

• Slides / Demo will be posted on Lanyrd.com• http://lanyrd.com/2016/spsnyc

• Photos posted to our Facebook page• https://www.facebook.com/sharepointsaturdaynyc

• Tweet Us - @SPSNYC or #SPSNYC• Sign Up for our NO SPAM mailing list for all

conference news & announcements• http://goo.gl/7WzmPW

• Problems / Questions / Complaints / Suggestions• [email protected]

Page 4: Building a hybrid share point information governance plan

• 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/

Page 5: Building a hybrid share point information governance plan

Agenda

• Hybrid Cloud Considerations and Business Drivers

• How to govern Hybrid Architecture and Infrastructure

• Hybrid SharePoint Workloads• Collaboration & RM• BI• Extranets• Search

Page 6: Building a hybrid share point information governance plan

Cloud Considerations and Business DriversWhat – Why – How?

Page 7: Building a hybrid share point information governance plan

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

Page 8: Building a hybrid share point information governance plan

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

Page 9: Building a hybrid share point information governance plan

Hybrid Cloud Considerations and Business DriversHow to define Hybrid?

Splitting WorkloadsSplitting Users

Two ways to define the hybrid cloud• By Users• By Workloads

Page 11: Building a hybrid share point information governance plan

CloudOn Premise

HybridCoexistence

Hybrid Cloud Considerations and Business DriversMigration to the cloud

Page 12: Building a hybrid share point information governance plan

Hybrid Cloud Considerations and Business DriversKey considerations on maintaining hybrid scenarios

Availability, DR, Backup & Restore

Investment

Performance

Manageability

Regulatory

Change Management

Page 14: Building a hybrid share point information governance plan

Hybrid Cloud Architecture and Infrastructure

Page 15: Building a hybrid share point information governance plan

SharePointOnline

On Premise

HybridCoexistence

Hybrid Cloud Architecture and InfrastructureHow do Cloud and On-premise coexist?

Page 16: Building a hybrid share point information governance plan

Security Token

Service (STS) on-

premises

Infrastructure

Active Directory Synchronization

Server-to-server Trust

Hybrid Cloud Architecture and InfrastructureSingle sign-on requirements

Page 17: Building a hybrid share point information governance plan

Hybrid Cloud Architecture and InfrastructureSingle sign-on architecture overview

Page 18: Building a hybrid share point information governance plan

What is…

Hybrid Cloud Architecture and InfrastructureDirectory synchronization overview

Directory Synchronization

Directory Synchronization

with SSO

How …

Directory Synchronization

Tool

Page 19: Building a hybrid share point information governance plan

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

Page 20: Building a hybrid share point information governance plan

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

Page 21: Building a hybrid share point information governance plan

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

Page 22: Building a hybrid share point information governance plan

One-way

outbound

Hybrid Cloud Architecture and InfrastructureAuthentication topologies

One-way

inboundTwo-way

bidirectional

Page 23: Building a hybrid share point information governance plan

Target

Application

Considerations

Hybrid Cloud Architecture and InfrastructureGovern SharePoint Online configuration in hybrid scenarios

SharePoint 2013

Configuration

Consideration

1 2

Page 24: Building a hybrid share point information governance plan

Hybrid Workloads

Page 25: Building a hybrid share point information governance plan

HybridWorkloads

Workloads to define in your governance plan

Collaboration and Records Management

Business Intelligence

Extranets

Search

Page 26: Building a hybrid share point information governance plan

Content

Management

Hybrid Workloads - Collaboration and Records Management Overview

Governance PlanRecords

Management &

Retention

Page 27: Building a hybrid share point information governance plan

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?

Page 28: Building a hybrid share point information governance plan

Hybrid Workloads - Collaboration and RMHow to classify

HBI - High Business Impact

MBI - Medium Business Impact

LBI – Low Business Impact

Public

On-Prem

Page 29: Building a hybrid share point information governance plan

Archive them in

the Records

Center

Hybrid Workloads - Collaboration and RMWhere should we store the records?

Manage records

in-placeConsider a

hybrid approach

Page 30: Building a hybrid share point information governance plan

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

Page 32: Building a hybrid share point information governance plan

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?

Page 33: Building a hybrid share point information governance plan

Hybrid Workloads – Business IntelligenceExcel Services

Report Publish View Integrate

Page 34: Building a hybrid share point information governance plan

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

Page 35: Building a hybrid share point information governance plan

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

Page 36: Building a hybrid share point information governance plan

Hybrid Workloads - ExtranetsSharePoint 2013 Extranet Architecture

Page 37: Building a hybrid share point information governance plan

Hybrid Workloads - ExtranetsSharePoint 2013 Extranet Options

VPN LDAP

One-way trust SAML

Page 38: Building a hybrid share point information governance plan

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?

Page 39: Building a hybrid share point information governance plan

• 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

Page 40: Building a hybrid share point information governance plan

Hybrid Workloads - ExtranetsExternal Sharing Options at SharePoint Online

No External

Sharing

Share with

Authenticated

Users

+

Using

Anonymous

Links

?

Page 41: Building a hybrid share point information governance plan

Who

• Sending invitation

• Site owners and users with full access rights

Hybrid Workloads – ExtranetsSharing Content at Site Level

Rights

How

• SharePoint groups/permissions

Page 42: Building a hybrid share point information governance plan

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

Page 43: Building a hybrid share point information governance plan

Hybrid Workloads - ExtranetsWays to avoid oversharing

Break Inheritance

Minimize Range

Control Rights

Page 44: Building a hybrid share point information governance plan

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

Page 46: Building a hybrid share point information governance plan

Office 365

SharePoint

Online

Hybrid Workloads – SearchHybrid Search Overview

SharePoint

Server

On-Premises

Hybrid

Search

Online

Authentication Topology

Page 47: Building a hybrid share point information governance plan

Hybrid Cloud Architecture and InfrastructureOne-way outbound architecture

Page 48: Building a hybrid share point information governance plan

Hybrid Cloud Architecture and InfrastructureOne-way inbound architecture

Page 49: Building a hybrid share point information governance plan

Hybrid Cloud Architecture and InfrastructureTwo-way bidirectional architecture

Page 50: Building a hybrid share point information governance plan

Hybrid Workloads – SearchHybrid Search Results with SharePoint 2013

Page 51: Building a hybrid share point information governance plan

Hybrid Workloads – SearchHybrid Search Results with SharePoint 2016

Page 52: Building a hybrid share point information governance plan

SAMPLE

Page 53: Building a hybrid share point information governance plan

Thank YouBruce Tuncertan - [email protected]@tuncertan

Page 54: Building a hybrid share point information governance plan

• 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/