In the article, I will provide details of the records management (RM) capabilities available within SharePoint Server 2013 as well as Office 365 | SharePoint Online from over 50 projects implemented by EPC Group over the past year
Understanding and Overcoming Records Management Challenges So many organizations throughout the globe have not implemented successful records management initiatives because of the inherit difficulty applying retention policies to content
Overview: SharePoint 2013 & Office 365 Web Content Management (WCM) Deep-Dive EPC Group’s SharePoint 2013 and Office 365 information architecture consultants have recently worked on a large number of enterprise SharePoint 2013 and Office 365 initiatives with a strong client focus on Web Content Management and this blog post will provide a deep-dive around our recent “from the trenches” experiences. SharePoint 2013 does come with a number of new Web Content Management (WCM) features as well as major improvements in features that were available in SharePoint 2010’s release
eDiscovery Best Practices in SharePoint Server 2013 and Office 365 "From the Consulting Trenches" Not only do records stored on users devices and in SharePoint become relevant in legal and compliance related cases and incidents, but emails as well as even Lync conversations also fall into eDiscovery requests more and more every day. The new eDiscovery features and functionality in SharePoint Server 2013 and Office 365's SharePoint Online provides improved methods to help protect your organization as well as its team members
Security & Identity Management "From the Consulting Trenches" There are a number of security, identity management and authentication considerations when developing custom applications and related features in SharePoint 2013, Office 365, SharePoint Online and Microsoft Azure
Hybrid Search Deep-dive: SharePoint Server 2013 & Office 365 Integration One of the most common configurations that is starting to emerge into today’s IT landscape is that of a hybrid cloud architecture and is something you must plan for in your organization's long-term SharePoint and/or Office 365 roadmap . SharePoint Server 2013 can integrate with cloud-based solutions such as Office 365 and/or SharePoint Online in a secure and federated manner that will allow a user with proper permission’s search to return results from both on-premises in SharePoint Server 2013 as well as in Office 365 in the cloud, as shown in image below. Hybrid Cloud (Hybrid SharePoint 2013 & Office 365) Architecture Summary Overview The following is a summary of a hybrid SharePoint Server 2013 and Office 365 search integration and the related components: The remote SharePoint Index allows for the search to be federated between the on-premises SharePoint Server 2013 environment and the cloud-based Office 365 environment for a hybrid cloud environment architecture This sample configuration provides query capability and additional configurations can be implemented to support crawl Hybrid Cloud Architecture Overview The hybrid cloud architecture requires: Configuration of an OAuth trust between your on-premises SharePoint 2013 farm and your Office 365 tenancy The creation of a result source for the remote farm An externally addressable endpoint for the on-premises farm (reverse proxy) that can be reached via the Office 365 sites This sample configuration allow you to query the result source directly or create a query rule to also allow for user queries to the cloud-based Office 365 or remote farm when needed A token is created for the user and security trimmed results are returned which requires 2-way AD synchronization between the SharePoint Server 2013 on-premises environment and Office 365 By using a query rule you can integrate the results from both farms into a single display for users and tailor the UI as desired The results of a hybrid cloud search from a user searching both SharePoint Server 2013 and Office 365 : Search Web Parts in SharePoint 2013, Office 365 and/or SharePoint Online There are several new web parts for Search in this latest release of SharePoint that allow users an entire new experience when conducting search
Reviewing Metadata “Content Types” in SharePoint Server 2013 and Office 365 | SharePoint Online A content type is a reusable collection of settings and rules applied to a certain category of content in SharePoint and/or Office 365
Tennant A tenant is required for the setup of an Office 365 account with Microsoft or the Office 365 provider
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
• Best practices around developing internal Power Users and ensuring SharePoint’s continued growth and progression within your organization • Social strategies that will ensure proper and governed enterprise buy-in • Multilingual implementations and architecting a SharePoint solutions for 1 or even 1,000,000 (million) users • Performance considerations across multiple data centers or locations • Disaster recovery, business continuity, data replication, and archiving • SharePoint content publishing best practices and implementing the “one version of the truth” concept • Mobility, BYOD, and external security considerations • SharePoint and/or Office 365 governance best practices and how to develop a SharePoint steering committee • Implementing true records management (ECM \ RM) with SharePoint 2013 including working with your organization’s retention schedule and strategies around disposition, eDiscovery, and compliance • Ensuring you put emphasizes on metadata and core content type discovery exercises • Defining SLAs and strategies for long-term support of SharePoint 2013 and/or Office 365 as well as strategies around Microsoft SQL Server 2012 \ SQL Server 2014 and Windows Server 2012 • Understanding Microsoft Azure as well as other offerings such as Amazon Web Services (AWS) as they will come up in conversations with the business as well as other IT leaders • Understanding developing custom apps, web parts, workflows, Apps, and solutions • Content database sizing, SQL Server best practices, and shredded storage • Identity management and authentication Note: This is just a short subset of the methodologies EPC Group initially covers with our clients in our “from the consulting trenches” strategies to ensure your SharePoint 2013 and/or Office 365 platform is implemented right, the first time. These powerful platforms can easily meet specific business and functional goals around implementing an organizational intranet, collaboration platform, enterprise content management (ECM) or records management (RM) solution
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