Information Governance for Office 365. Hands On Jaimie Tilbrook Product Development Manager HPRM Governance and Compliance SharePoint App

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1 Information Governance for Office 365 Hands On Jaimie Tilbrook Product Development Manager HPRM Governance and Compliance SharePoint App 1

2 The Cloud Office 365 SharePoint OneDrive for Business 2

3 The Cloud User Internal network Application server 3

4 The Cloud Internal network External network User Internal Network Application Server

5 The Cloud Internal network External network User Internal Network Application Server 5

6 The Cloud Internal network Internet User Internal Network

7 The Cloud Internal network Internet User Internal Network

8 The Cloud Internal network Internet User Internal Network

9 The right tool for the job

10 The right tool for the job Enterprise requirements Content management Collaboration tools Search Project management CRM Business Intelligence On-Demand processing Social networking Records management/governance and compliance

11 Enterprise requirements SHAREPOINT VS OFFICE 365 SharePoint Exchange Project Dynamics CRM Power BI Office Yammer Compliance Centre MS Offering > Adequate > Rudimentary > Content Management Team Collaboration Search Projects CRM Business Intelligence On-Demand Processing Social Records Management

12 HOW (AND WHY) OFFICE 365 WORKS Integration App Model Application Independence Skype for Business Yammer Office Exchange SharePoint Dynamics CRM Project Power BI Office 365 Additional Productivity Services

13 OFFICE HOW (AND 365 WHY) GOVERNANCE OFFICE 365 CONSIDERATIONS WORKS Integration App Model Application Independence Skype for Business Yammer Office Exchange SharePoint Dynamics CRM Project Power BI Office 365 Additional Productivity Services Governance

14 INSIDE SHAREPOINT (PATCH) SOLUTIONS Integration Application Independence Governance Skype for Business Yammer Office Exchange SharePoint Solution Issues: Undermines the role of SharePoint Convolutes MS intent SharePoint is not the repository Not all data types covered 3 rd Party Dependencies SharePoint Constraints Remain Architectural and size limits Design constraints Not really Governance Just a Patch

15 INSIDE SHAREPOINT (PATCH) SOLUTIONS Integration and beyond Office 365 Content Migration Limitations Imposes Major Change Management Constraints Application Inability to Manage LOB Independence Application Content Superficial Integration Only SharePoint Legacy Systems LOB Applications Physical Records Governance Inadequate Physical Records Management Capabilities

16 INSIDE SHAREPOINT (PATCH) SOLUTIONS Integration Application Independence Skype for Business Yammer Office Exchange SharePoint Legacy Systems LOB Applications Physical Records Governance

17 The Right Tool for the Job Integration Application Independence Skype for Business Yammer Office Exchange SharePoint HP Records Manager Legacy Systems LOB Applications Physical Records Governance

18 Demonstration 1 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

19 19 Rules Based Management

20 Solving the problem HP Records Manager SITE LIST LIST ITEMS CONTAINER RECORDS RETENTION SCHEDULE SECURITY SITE LIST LIST ITEMS SITE LIST LIST ITEMS CONTAINER RECORDS CONTAINER RECORDS SITE LIST LIST ITEMS SITE LIST LIST ITEMS CONTAINER RECORDS 20 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

21 Management Rules ABC PROJECT SITE DOCUMENT LIBRARY 21 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

22 Management Rules ABC PROJECT SITE DOCUMENT LIBRARY Finance Documents Correspondence Planning Documents Trivial information 22 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

23 Management Rules HP Records Manager ABC PROJECT SITE DOCUMENT LIBRARY Finance Documents Department Finances RECORDS Existing container Correspondence Planning Documents Trivial information 23 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

24 Management Rules HP Records Manager ABC PROJECT SITE DOCUMENT LIBRARY Finance Documents Correspondence Department Finances RECORDS ABC Project Correspondence RECORDS New container Planning Documents Trivial information 24 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

25 Management Rules HP Records Manager ABC PROJECT SITE DOCUMENT LIBRARY Finance Documents Correspondence Department Finances RECORDS ABC Project Correspondence RECORDS Planning Documents Trivial information ABC Project Planning RECORDS New container 25 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

26 Demonstration 2 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

27 27 OneDrive for Business

28 OneDrive for Business User Internal network File server 28

29 OneDrive for Business Internal network Internet User Internal Network File Server 29

30 OneDrive for Business Internal network Internet User Internal Network File Server 30

31 OneDrive for Business SharePoint Windows Explorer BUILT ON 31

32 Demonstration 3 Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

33 Summary

34 Summary Use of the cloud not new, just more prevalent in business Consider the pros and cons of cloud provided services Recognise that you will need a governance solution HPRM can govern content in Office 365 including OneDrive for business User s don t need to make any records management decisions Policies decide what to manage and when to do it Rules determine how it is managed by HPRM For the self organising enterprise, HPRM is the right tool for the job! 34

35 Questions Come and see me Follow 35

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