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1 SharePoint 2013 & SharePoint Online Security, Compliance & ediscovery The Webcast will begin at 1:00pm EST

2 Today s Presentation: Introduction & About Gig Werks Gig Werks Experience with SharePoint Office 365 Security Features SharePoint Permissions & Authentication SharePoint Secure Document & Content Management Compliance, ediscovery, Retention Policies 3 rd Party Applications for Advanced Solutions & Functionality Q&A Please type any questions during the webcast into GoToWebinar and we will answer at the end Survey When leaving the webcast you will be prompted with a survey, please fill out for access to the PowerPoint and Webcast Recording

3 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group Microsoft SharePoint Partner Award Winner 2010, 2011, 2012 & 2013 Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Market Focus From 100 seats to 150,000+ with clients across North America Have focused on SharePoint since 2003 Deep Industry Experience in: Financial Services, AEC, Healthcare/Pharma, Legal & Professional Services Approved Vendor of Microsoft LCA Expertise around Full Capabilities of SharePoint, ECM, Business Intelligence, Office 365 & Microsoft Stack Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

4 Quick Start / Packaged Offerings Premium Advisory Services Plan SharePoint Planning SharePoint Staging & Development Workshop Power Business Intelligence Nintex Workflows Quick Start SharePoint & Business Intelligence SharePoint & Branding SharePoint & Line of Business Integration Upcoming Webcasts/Events Webcast Monday, 11/24 Expanding the Use, Potential and Value of SharePoint through 3rd Party Applications Webcast Tuesday, 11/25 SharePoint Reporting for Project, Program and Portfolio Management Webcast Tuesday, 12/16 Satisfy Regulatory and Compliance Demands Easily with Advanced Workflows in SharePoint Webcast Wednesday, 12/17 Secure Document Comparison and Collaboration in SharePoint

5 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web

6 Gig Werks ISV Partner Ecosystem Advanced Business Solutions and Expertise Advanced Functionality Enterprise Content Management Workflow Search Business Intelligence / Reporting Project Management Governance / Compliance Intelledox Collabware Metalogix HiSoftware Accusoft BA Insight Colligo Workshare CADtoWIN Nintex Nintex HiSoftware Intelledox BA Insight Accusoft IGC Colligo Workshare HiSoftware BrightWork Nintex Metalogix BrightWork Nintex Intelledox Collabware Metalogix HiSoftware Colligo Workshare AEC Solutions Advanced Industry Solutions Financial Services Solutions Legal Solutions Pharmaceutical / Healthcare Solutions Nintex Intelledox CADtoWIN BrightWork Accusoft Colligo Metalogix HiSoftware Nintex Intelledox Collabware HiSoftware Metalogix Workshare Accusoft Nintex Intelledox BA Insight Workshare Accusoft Collabware HiSoftware Metalogix Colligo Nintex Intelledox HiSoftware Metalogix Workshare

7 Advantages of Office 365 & The Cloud No Infrastructure Cost or Support Needed Automatic Updates and Maintenance Always have the latest version of Microsoft Products Accessibility from Anywhere Community and Phone Support Guaranteed 99.9% Uptime (Financially backed SLA from Microsoft) Predictable Cost Flexible Bandwidth Security, Compliance, and Privacy from Microsoft Speed to Market

8 Office 365 & SharePoint Online Pricing and Options User Maximum 25 users 25 users 300 Users Unlimited Unlimited Unlimited Unlimited Need Plan 2 for Certain Business Intelligence & Workflow Features

9 Advantages of On-Premise Complete control of your environment and data Supports heavy customization (ex - Visual Studio Workflows) Keep Sensitive information in-house Easier integration into Line of Business systems Full development options for developers Improved Records Management in SharePoint

10 Office 365 Security Microsoft is an industry leader in cloud security and implements policies and controls on par with or better than on-premises data centers of even the most sophisticated organizations. Built-In Security 24-Hour Monitored Physical Hardware Isolated Customer Data Data storage and processing for each tenant is segregated through Active Directory structure Automated Operations Secure Network Encrypted Data Customer data in Office 365 exists in two states: At rest on storage media and in transit from datacenter over a network to a customer device Microsoft Security Best Practices

11 Office 365 Security Microsoft is an industry leader in cloud security and implements policies and controls on par with or better than on-premises data centers of even the most sophisticated organizations. Customer Controlled Security Enabling Advanced Encryption Enabling User Access Customer-End Federated Identity and Single Sign-On Security Provisions Two-Factor Authentication Enabling Compliance Data Loss Prevention (DLP) Auditing & Retention Policies ediscovery Data Spillage Management Enabling Anti-Spam/Anti-Malware

12 Office 365 Security Office 365 has operationalized security into a scalable process that can quickly adapt to security trends and industry-specific needs. Microsoft engages in regular risk management reviews, and it develops and maintains a security control framework that meets the latest standards Independent Verification and Compliance ISO 27001: Built based on ISO standards and was the first major business productivity public cloud service to have implemented the rigorous set of global standards covering physical, logical, process, and management controls FISMA: Granted FISMA moderate Authority to Operate by multiple federal agencies HIPAA BAA: First major business productivity public cloud service provider to offer a HIPAA BAA to all customers EU Model Clauses: First major business productivity public cloud service provider to sign the standard contractual clauses created by the European Union Cloud Security Alliance: Office 365 fulfills compliance and risk management requirements as defined in the Cloud Security Alliance (CSA) Cloud Control Matrix (CCM)

13 SharePoint Authentication SharePoint 2013 Requires Authentication: Users who access on-premises SharePoint resources Apps that access on-premises SharePoint resources On-premises servers that access on-premises SharePoint resources, or vice versa User Authentication Validation of a user's identity against an authentication provider SharePoint 2013 Supports Claims-Based Authentication Windows Classic Mode Authentication App Authentication Validation of a remote SharePoint app's identity and the authorization of the app and an associated user of a secured SharePoint resource request Server-to-Server Authentication Validation of a server's request for resources that is based on a trust relationship established between the STS of the server that runs SharePoint 2013 and the STS of another server

14 What's New in Authentication for SharePoint 2013 Simplified Used of Claims-Based Authentication New Scenarios enabled for Exchange Server 2013, Lync Server 2013, and apps in the SharePoint Store or App Catalog Support for server-to-server authentication and app authentication by utilizing and extending the Open Authorization 2.0 (OAuth 2.0) web authorization protocol Provides temporary, redirection-based authorization Allows users to grant apps in the SharePoint Store and App Catalog access to specified, protected user resources and data without requiring the app to obtain, store, or submit the user s credentials Allows app and services to act on behalf of users for limited access to SharePoint resources

15 SharePoint Permissions Permissions grant a user the ability to perform specific actions Permisssions are categorized in SharePoint as List Permissions Site Permissions Personal Permissions Can secure and set permissions for sites, lists, libraries, folders, documents or items in SharePoint Permission levels in SharePoint Include View Only, Limited Access, Read, Contribute, Edit, Design, Full Control Can group users for easy management of permission levels and security

16 SharePoint Secure Document Management Control Manage content policy, information architecture and taxonomy Protect Reduce risk and manage compliance with centralized ediscovery tools

17 Control

18 Create rules to promote results or show additional result blocks Define how rules are fired and what actions are taken

19 Specify retention schedules for content types Submit documents for long term archival

20 Create hierarchical file plans and generate reports Define mutli-stage retention policies by folder

21 Submissions matched to specific content type

22 Specify alternate content type names to accommodate taxonomy differences Property based conditions route content Auto provision folders based on property value

23 Taxonomic navigation bound to term set in metadata term store Create knowledge management portals with auto-generated content

24 Protect

25 Legal can create discovery sets for in-place preservation View in-place hold stats in real time Create queries to trim down content required for analysis or export

26 Add Exchange mailboxes, SharePoint sites and file share sources Preserve content in original location with true fidelity

27 Unified search query across Office platform Reduce preservation set size with additional filters View breakdown of results and size statistics at-aglance Multiple message types, including Lync Preview content prior to export

28 Tabbed results Preserve discussions and feeds from SharePoint

29 Options for de-duplication, IRM removal and document versioning Export content to EDRM XML standard format

30 Document Management Features Not Available in SharePoint Online Office Web Apps Server integration For SharePoint Server 2013, there is a new Office server product, Office Web Apps Server. A single Office Web Apps Server farm can support users who access Office files through SharePoint Server 2013, Exchange Server 2013, shared folders, and websites. This lets you deploy and manage the online version of Office in an on-premises environment. PowerPoint Automation Services PowerPoint Automation Services helps enterprises manage their presentations. It is a shared service that provides unattended, server-side conversion of presentations into other formats. WCM: Faceted navigation Faceted navigation help users browser for content more easily by filtering on refiners that are tied to terms in a term set. By using faceted navigation, SharePoint Server 2013 administrators can configure different refiners for different terms in a term set without having to create additional pages. WCM: Multiple Domains SharePoint Server 2013 can create host-named site collections with the host header. Host-named site collections in SharePoint provide URL management and scalability of sites within a single web application. This feature is not available to SharePoint Online customers. Word Automation Services Word Automation Services enables unattended, server-side conversion of documents that are supported by Microsoft Word. With Word Automation Services, tasks that previously required you to run the Word desktop application can be automated in SharePoint Server

31 What s New in ediscovery in SharePoint The ediscovery functionality in SharePoint Server 2013 provides improved ways to help you protect your business. SharePoint 2013 includes the following: A site collection from which you can perform ediscovery queries across multiple SharePoint farms and Exchange servers and preserve the items that are discovered. In-place preservation of Exchange mailboxes and SharePoint sites including SharePoint list items and SharePoint pages while still allowing users to work with site content. Support for searching and exporting content from file shares. The ability to export discovered content from Exchange Server 2013 and SharePoint Server

32 What s New in ediscovery in SharePoint SharePoint ediscovery Center New site in SharePoint for Managing discovery cases and holds Each case is a collaboration site that includes a document library which you can use to store documents related to the management of the case. In addition, you can associate the following things with each case: Sources: Exchange mailboxes, SharePoint sites, or file shares from which content can be discovered. ediscovery sets: Combinations of sources, filters, and whether to preserve content. ediscovery sets are used to identify and preserve content. Queries: The search criteria, such as author, date range, and free-text terms, and the scope of the search. Queries are used to identify content to export. Exports: A list of all of the exports that were produced that relate to the case.

33 What s New in ediscovery in SharePoint SharePoint In-Place Holds In-place holds in SharePoint offer improvements to the hold functionality in earlier versions of SharePoint. Improvements include the following: Documents, list items, pages, and Exchange Server 2013 mailboxes can be preserved Preservation is done at the level of a site. Preserving a site preserves the contents of the site. Users can continue to work with content that is preserved. The content remains in the same location, and users can edit, delete, and add new content. A user who has permissions to perform ediscovery can access the original version of preserved content. You do not have to preserve a whole site or mailbox. You can specify a query filter to define the scope of preservation, and preserve only the content that matches the query filter.

34 What s New in ediscovery in SharePoint SharePoint ediscovery Export Can export the results of an ediscovery search for later import into a review tool and can export all of the content that is associated with an ediscovery case. This includes Documents, Lists, Pages & Exchange Objects Enterprise-Wide ediscovery Centrally manage ediscovery across multiple SharePoint farms, Exchange servers, and file shares. From one ediscovery Center, you can do the following: Create a case, define a query, and then search SharePoint, Exchange, and file shares throughout the enterprise for content that matches the query Export all of the content that was identified Preserve items in place in SharePoint or Exchange Track statistics related to the case

35 What s New in Records Management in SharePoint The records management and compliance features in SharePoint Server 2013 provide improved ways to help you protect your business. The records archive and in-place record retention from earlier versions of SharePoint Server are still supported. Site-Based Retention Compliance features of SharePoint 2013 have been extended to sites. You can create and manage retention policies in SharePoint 2013, and the policies will apply to SharePoint sites and any Exchange Server 2013 team mailboxes that are associated with the sites. Compliance officers can create policies, which define the following: The retention policy for the whole site and the team mailbox, if one is associated with the site What causes a project to be closed When a project should expire Enhanced Rights Management Protection Microsoft Rights Management connector (RMS connector) is an optional application that enhances data protection on SharePoint 2013 by employing cloud-based Microsoft Rights Management services Provide continuous data protection during the lifespan of the information Can limit file access to specific users or set view-only rights for certain documents

36 Advanced Security & Compliance Solutions Available with 3 rd Party Apps from Gig Werks Partners Nintex*: Advanced Compliant Workflow and Auditability Intelledox*: Compliant Document Creation HiSoftware: Content Security and Data Loss Prevention Collabware: Advanced Records Management Workshare*: Secure File Transfer & Document Comparison *Office 365 Ready Webcast Monday, 11/24 Expanding the Use, Potential and Value of SharePoint through 3rd Party Applications

37 Q & A Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be Answered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording Contact Us

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