Office 365 Hybrid - A Deep-dive from EPC Group The project stakeholders within IT may have a total understanding of the Office 365 offering but the organization’s legal and compliance stakeholders may still be unclear or hesitant because of the similar naming of products and their past understanding of SharePoint
Understanding Operating in the Hybrid Cloud - EPC Group Case Study This blog post will provide "from the consulting trenches" ( Hybrid Cloud ) strategies and granular details of EPC Group’s approach to the new Hybrid Office 365 and/or SharePoint 2013 architecture's growing proliferation and how it may affect your organization. New Hybrid (Office 365) Governance Fundamentals Users that Ignore Governance and Planning for the Real World If it’s easy to get around it, they will: To ensure it will happen, enforce it transparently If it’s to complex, it won’t happen Strike a balance between: Note: Always consider compliance around HIPAA, PHI, and PII related data in Office 365 and/or SharePoint 2013. EPC Group’s Hybrid Governance Framework Step 1 – Understand what to Enforce Step 2 – Balance the enforcement Step 3 – How and where to enforce Step 4 – Prioritize the enforcement solutions Step 5 – Continue to Review and Enforce When and What to Enforce - EPC Group Framework Governance Feature Enforce Nothing Enforce Something Enforce Everything PII Policy Document (‘here’s our policy on exposing PII’) Monthly Audit (manual or physical ; random or comprehensive) Automated Audit on Upload Site Quota No Quotas or Suggested Quotas Tiered Options; business rules Chargeback model Site Creation Training on Where it Goes IT creates for you Fully automated with workflow Site Expiration At owner discretion Manual email sent to site owners asking.. Automated notification/expiration based on business rules Site Removal Up to owner IT manually removes/archives Automated deletion/archival based on business rules / workflow What to Enforce – What is the Balance (EPC Group Framework Example) Governance Feature Enforce Nothing Enforce Something Enforce Everything Site Templates Let users pick from laundry list Limit list of templates Automatically pick site template based on business rules Metadata / Document Classification Users pick metadata columns & manually enter metadata Document Library templates and managed metadata Automated metadata population ; automated business rule enforcement Site Classification Governance Document Site Label (i.e. HBI/MBI/LBI) Automated site placement based on user input & verification Mission Critical Classification Governance Document IT manually creates site in “special” environment Automated site placement bin redundant data-center based on user input & verification Enforcement Scope – How to Enforce (EPC Group Example) Governance Provisioning Tools (EPC Group Example) Object in SharePoint 2013 and/or Office 365 Automatable Create Site Collections Create Sub Webs Create Hierarchy Available on Office 365 People | My Sites | Social ✓ ✓ ✓ ✓ Web Parts | Apps ✓ ✓ List Templates (STP and XML) ✓ ✓ Web Templates (WSP and XML) ✓ ✓ ✓ Site Quotas ✓ ✓ Web Event Receivers ✓ ✓ ✓ SPD Workflows and Actions ✓ ✓ ✓ * ✓ Feature Stapling ✓ ✓ ✓ ✓ * Workflows ✓ ✓ ✓ ✓ Site Definitions ✓ ✓ ✓ ✓ Timer Jobs ✓ ✓ ✓ ✓ Custom Site Provisioning Handlers ✓ ✓ ✓ ✓ Matching the Policy to the Office 365 and/or SharePoint 2013 Scope (EPC Group Example) Policy Type Scope Possible Options Security\ Identity Management Farm Web Application Provisioning workflows Timer Jobs Web application polices DNS/Infrastructure Reactive reporting Farm Web Application Sites/Webs Timer Jobs External Database Event Receivers Proactive Sites/Webs Custom Forms Event Receivers Feature Receivers Custom Field Controls Auditing Farm Web Application Timer Jobs External Database Changes Sites/Web Features Control Delegates Considerations in Complex Environments • Multi-tenancy ( Office 365 Issues when a user goes outside of I.T. to create a new “environment”) • Multiple farms • Hybrid on-premise and off-premise • Security (FBA, SAML claims, Extranets) • Global Clients with PHI, PII, Safe Harbor, Intellectual Property , EU Pushback, NSA Concerns in recent news Frequently Asked Questions of EPC Group • Terms of Service • Common user interface and navigation • Site directory and Office 365 and/or SharePoint 2013 ’s new Layout • Common header and footer content (standardize and creation of governed branding guide) • Structured provisioning with workflow • Site Mapping | Mapping the Owner to Content • BYOD \ "Bring Your Own Device" Strategies (Mobility) • Custom Branding | Responsive Design in Office 365 \ SharePoint 2013 • Site Backup and Restore (DR) and Archival EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs. Additional "From the Consulting Trenches" strategies and methodologies are covered in EPC Group's new book, " SharePoint 2013 Field Guide: Advice from the Consulting Trenches" covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of " Hybrid IT
SharePoint Farm Resource Hierarchy SharePoint 2013 | Hybrid Office 365 Web App Resource Hierarchy Deployment Impact Examples - IIS Reset (EPC Group Example) Deployment Impact Examples- App Pool Reset (EPC Group Example) Maintenance Windows (Backup, code promotion, etc.) Understanding Isolation Modes in SharePoint 2013 & Office 365 Hybrid Deployments In SharePoint 2013: Each “customer” = one site collection under managed path Similar to today Each Web Application = one app pool Similar to today Each Web Application = one URL Similar to today Exception Process for Host Header named site collections (vanity URL’s) Along Side or in an Office 365 Hybrid Deployment: BYO Servers Leverage existing architecture Hybrid Considerations (Seamless SharePoint 2013 On-Prem \ Office 365 Cloud Search Integration) Scaling Web Front-ends and Understanding When to Scale App Scale and Tipping Points EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs. Additional "From the Consulting Trenches" strategies and methodologies are covered in EPC Group's new book, " SharePoint 2013 Field Guide: Advice from the Consulting Trenches" covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of " Hybrid IT
Business Intelligence “From the Consulting Trenches” I will continue to post EPC Group's insights around business intelligence (BI) in the weeks to come to touch on the real-world “from the consulting trenches” approach that EPC Group has successfully implemented for hundreds of organizations throughout North America. EPC Group’s Nationally Recognized Practice Areas EPC Group leading SharePoint , Office 365 , Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs. Additional "From the Consulting Trenches" strategies and methodologies are covered in EPC Group's new book, " Sharepoint 2013 Field Guide: Advice from the Consulting Trenches" covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of " Hybrid IT
This is the 3 nd in a 3 part “SharePoint Decision Guide – A Best Practices Roadmap and Organizational Strategy” white paper developed by EPC Group to provide you with key information and in-depth analysis that will assist your organization in developing a best practices 24-36 month SharePoint \ Office 365 Roadmap and related implementation strategy
After 7 months of writing and 50+ SharePoint 2013 projects that my firm EPC Group has been engaged, I completed “SharePoint 2013 Field Guide: Advice from the Consulting Trenches” from this “real world” perspective which will be published later this year
This article is meant to cover over a decade of real-life SharePoint “In the trenches consulting”, the 500 gallons of coffee consumed, hundreds of working (train-the-trainer) lunches, and thousands of hours of design, implementation, development, and configuration experience that I would like to share from EPC Group with the AIIM community
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The client.svc service handles the HTTP request and serves the appropriate response in either Atom or JSON (JavaScript Object Notation) format, and the client application must then parse that response. EPC Group Tip “From the Trenches” The endpoints in the SharePoint 2013 REST service correspond to the types and members in the SharePoint client object models
Security Governance Best Practices for SharePoint 2013 & Office 365 | SharePoint Online EPC Group understands that security has never been a hotter topic in IT, but in most cases, even though it is being discussed by members of the organization and dominates a good deal of technology news coverage, it is still often not properly addressed in many SharePoint deployments
Workflow Development "From the Consulting Trenches" There has been a complete update to SharePoint 2013 ’s workflow capabilities and overall workflow architecture, as shown in image below, with new features as well as the underlying workflow engine itself receiving a major overhaul. In this post, EPC Group's SharePoint and Office 365 hybrid development team will walk you through new best practices and strategies regarding workflow development
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