The SharePoint Conference – Microsoft Search in Real Life #SPC19

I’m excited to be speaking at the upcoming SharePoint Conference.  Be sure to block out my session on your calendar!  If you haven’t time is running out!  Register now for next week’s SPC2019 in Las Vegas use OLESON for discount.

Microsoft Search in Real Life BRK102 Breakout: 60 Minute Microsoft Search Premier Ballroom 309 Thursday 5/23 | 8:30 – 9:30am Joel Oleson

joel at spc19

Session Title: Microsoft Search in Real Life

Microsoft Search is poised to change enterprise search by featuring search across Windows, Office, and SharePoint Online in addition to various other services. In this session, I’ll dive into the vision, the features, and the reality.  Search is a huge undertaking, but it is confusing to know where to invest to take advantage of the greatest of what Microsoft has built.  Out of this session you’ll know what has already shipped that you can go back to work to take advantage of in Microsoft Search.  You’ll also see examples of what is possible today.

Key Takeaways:

  1. Understand the Vision and Promises of Microsoft Search
  2. How to get started today on your search strategy with Microsoft Search
  3. Get started with Search and get value immediately with simple configuration and a plan for integration

Read more

Welcome to Microsoft Search Intelligent Search for the Modern Workplace

Microsoft Search Cohesive and Intelligent Command and Navigate

Read the article I wrote for CMSWire and get a good look at Microsoft Search

Microsoft Search… Vision of Next Generation Command and Discover

Microsoft introduces us to a new tool combining the Artificial Intelligence of Bing’s search engine, as well as the insights provided by Microsoft Graph. Microsoft Search gives you the ability to discover your inquiries across a myriad of Microsoft’s various platforms such as Office, SharePoint, Outlook, OneDrive, Windows, and of course Bing.

Microsoft Search is not just for links and search inquiries like bing, but also enhances your ability within a program such as in word where you can search for the tools like spelling and grammar checks in the task completion features. The task completion feature also assists by searching for tools relevant to the task you wish to complete such as rotating an image as you search for tools when selecting an image.

With Microsoft Search you can also search for relevant information and apps with instant query predictions that allow you to quickly re-access your various documents, applications, and even contacts. Microsoft Search understands contextual information from your recent behavior and search through its incredibly advanced AI features that enable it to become a personal assistant to you and your network of capabilities. You can easily search for contacts in Yammer, Microsoft Teams and more. As you search for colleagues and team members you’ll be provided with relevant contact information, files you share, conversations, and events. “You can even start a Microsoft Teams conversation, place a phone call, send an email or get a map to their office location right from an adaptive card, accelerating productivity and reducing the time you spend searching for the right answer.”

Since Microsoft Search is not an asset for one set application, it works across all your connected apps providing a framework for accessibility from any point. This is evident from Microsoft’s quote giving the example of “if you’re working in Word and want to reuse information from a presentation that a colleague shared from OneDrive, there’s no need to switch to OneDrive and search for that presentation, you can simply search from Word” allowing you easier and faster access to your files and contacts, blending your various assets and tools into one seamlessly connected arcology of information databases.

With Microsoft’s recent design changes to SharePoint including a focus on the simplistic and chic, Microsoft Search is conveniently placed in every Microsoft Office application and in Windows 10 and all of the online Office apps, and even allowing you to access relevant information and contacts directly from Bing’s search engine.  It’s quite extensive the vision for Microsoft Search.  Personalization in all of these interfaces with corporate access that’s security trimmed is the design from the beginning.

Microsoft Search is an exciting tool that consolidates the best parts of each application into easily reachable places, saving priceless time and releasing you from the headache that comes from searching through thousands of files and documents to find one specific piece of information. Gone are the days where you stand at the speaker podium in awkward silence for five minutes as you search for your powerpoint presentation. At this point, wherever you are, just enter the keywords into the search bar and let Microsoft Search do the work for you.

I encourage you to join me in Las Vegas for Microsoft Search in Real Life

 

 

SharePoint Migrations just got easier with Microsoft SMAT

Microsoft recently released an innovative new tool that allows us to transport all our creations, content, information, and assets from old platforms such as SharePoint Server 2013 to either SharePoint or OneDrive in Office 365. This tool greatly negates the growing pains associated with moving your personal or company’s information assets to a new server or medium and streamlining the entire process into a much-needed simpler form.

SMAT (SharePoint Migration Assessment Tool) allows you to move local files such as from your internal file shares, as well as from a myriad of sources from SharePoint 2013. When selecting a tool to migrate, SMAT ensures the destination that you requested the file to be migrated to is authenticated, providing the necessary layer of security and privacy, and minimizes the risk of mistakes to be made. The file is then scanned, packaged, and uploaded. This is done universally through every source to be migrated.

The most important step when migrating a file, is authenticating and authorizing its provided destination. The following forms of authorization are supported: NTLM, Kerberos, Forms, ADFS, Multi-factor authentication, SAML based claims, and Client certificate authentication. Microsoft also provides this statement regarding the mediums of authorization; “If multiple authentication methods including NTLM or Kerberos, are enabled in the on-premises SharePoint Web Application, NTLM and Kerberos authentication are not supported by the SharePoint Migration Tool. Please use a secondary form of authentication or convert the Web Application to use NTLM and/or Kerberos authentication only.”

After you selected the file for migration, and after you have authorized the file’s destination, a scan will commence. The scan is vital for checking the file for potential corruptions, and verifies you have access to both the source as well as the destination. The file is then packaged with a manifest, where it then is uploaded to Azure with the said manifest. Each file is encrypted and secured with Microsoft’s advanced security procedures and includes a lock and key system that only the authorizer can obtain. All files that are packaged are inaccessible to Microsoft and is deleted from their servers after the passing of a set time, ensuring the safety and privacy required for your files.

SharePoint Migration Assessment Tool will finally easily transport our projects and creations to the updated software in an easy and seamless way that is safely secure and with professional help will make a difference.  Small simple migrations this might work, but it is recommended you consult with a professional before taking on a big migration. SMAT can help simplify the entire migration process and allows our organizations to update and adapt with Microsoft’s software, providing a foundation for further collaboration and consolidation that comes with our creations.

To date this is the best we’ve got from Microsoft, but honestly there are a variety of powerful tools that should be considered when doing a migration.

Are you considering Migration?  Join me for the upcoming free migration webinar this Thursday.

Register Now

Webinar Title: Migrate to Office 365 and SharePoint Online or OneDrive or Upgrade to SharePoint 2019?

Guest Speaker: Joel Oleson, Microsoft RD, Office Server & Services MVP

Decisions, decisions, decisions! You’re not alone if you’re running SharePoint 2010, 2013, 2016 and wondering… Is it time to upgrade to 2019 or should I take the plunge and migrate to Office 365. In this session we’ll dive into the decision matrix of the benefits of both SharePoint 2019 and Office 365 SharePoint Online. First we’ll cover the benefits of both, then help you understand the key differences and help you better understand the business value. The session will focus on user experience, technical features, and business value with the goal of helping customers be able to make a clear distinction or decision between one or the other or both… looking at hybrid SharePoint 2019 and Office 365.

Date/Time: May 16, 10:00-11:00AM PDT, 1:00-2:00PM EDT

More details at: https://gennet.com/2019-or-online-sp-migration/

Have you seen the SharePoint migration infographic?

050119_1732_MigratetoOf1.png
SharePoint Migration Infographic

Read more about or download the SMAT SharePoint and Assessment Tool:

Introducing the SharePoint Migration Tool | Microsoft Docs

Download SharePoint Migration Assessment Tool from Official …

 

Evolution of ECM with Microsoft Modern Content Services

Evolution of Content Services – Microsoft Modern Content Services Infographic is shared with creative commons share alike. You can share this infographic with your company, use it in your slides or in your blogs or post it on LinkedIn or in a Facebook group. Have fun.

Gartner declared ECM dead in early 2017 with the post “The Death of ECM and Birth of Content Services” and born out of its ashes is born Modern Content Services. Microsoft has fully embraced and embodied it. Personally I saw it first hand while at Konica Minolta. The entire space has been a push to the cloud and business processes realigned to cloud based content services. The file, scan and print business has turned dial tone and subscriptions and much of what was growing moved to the cloud with the legacy monolithic ECM systems. That’s not to say you can’t find legacy file cabinets and legacy datacenters. It’s definitely time to wake up and recognize the business has moved on and they’ve embraced usability and user experience…

Join the Webinar: SharePoint & Office 365: Evolution of Content Services

Sign up for the free Webinar

Evolution of Content Services: SharePoint 2019, Office 365 and Beyond

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When: Thu, Jun 6, 2019 8:00 AM – 9:15 AM PDT

Cost: Free


Description: Join Microsoft MVP Joel Oleson and Microsoft Gold Partner, HELUX, as we explore the evolution of traditional ECM into Content Services. Microsoft has been leading the charge in SharePoint and Office 365 with a rich ecosystem of applications, and components and rich integration into other content services platforms. In this webinar we’ll explore how ECM has truly evolved from being an unrealized dream of consolidation which never fully arrived, to modern Content Services as a focus of coordination where users see value in the creation, the storage and coordination flow. Additional value is realized in the harvesting and extraction, designed with intelligent security in mind. ECM is evolving. Content Services is core to Office 365, OneDrive and SharePoint.

• ECM evolution to content services needs to embrace a holistic approach to managing the entire lifecycle of document creation, sharing, consumption, reuse, knowledge, and records management, archiving and disposal.

• By building a great information architecture, content moves through an organization gracefully and gains value as it accelerates information discovery. • Content Services is people-centric – allowing for personal management (copy/move, hashtags) and organizational management (knowledge management, retention and records management, information lifecycle management).

• Policy and security: intelligent, simple, and automated – protect content at all phases of its life

>>Register Now

For the second year in a row, Microsoft has been recognized as the leader in Content Services Platforms by the Gartner Magic Quadrant for Microsoft’s exceptional execution of its products and services. SharePoint’s role in content services for Office 365 is self dubbed “people-centric,” focusing on the use of documents, videos, designs, scans, pages, and other useful applications. This offers industries such as the medical field to efficiently share medical scans within their intranet system and properly collaborate with other medical professionals through the ease of sharing their documents from one doctor to another instantaneously, saving time, money, and energy as one example. These innovations have changed the way companies interact with one another as well as how they operate as a single system. This earns Microsoft their well-deserved recognition as a leader in both Content Collaboration Platforms and Content Services Platforms, the only company to do so in the Gartner Magic Quadrant.

Download the Enterprise Content Management ECM Evolution of Content Services Infographic

According to Microsoft’s recently published White Paper “Modernizing Enterprise Content Management with Microsoft Content Services,” Microsoft is revitalizing and modernizing their approach to their content services. Microsoft is making changes to their services by reflecting how modern content is created and shared by giving more freedom to personal management organizational management through their tools like “copy, move, tag with metadata [and] knowledge management, record retention, information lifecycle management” providing a more user friendly experience. This provides creators and collaborators even more tools to improve their businesses and a more accessible reach their targeted markets.

In addition, Microsoft is focusing on “Content Velocity” where modern user content is more often created, edited, shared, and edited again in a cycle of unending development with constant revitalization and collaboration. Microsoft considers this as “an evergreen cycle of authoring, collaboration, control, and reuse” allowing creators, editors, and presenters the luxury of direct communication and distribution of thought in true practice. To simplify this experience, Microsoft presents this new focus into 4 pillars.

The first pillar is dubbed ‘Harvest’ as they state content is not meant to be created then stored in some archive filling up vital storage space never to be seen again. Instead content is meant to be continually updated and added on to provide constant relevant use as information and inspiration for future content. This makes every document into a vital document to a business.

The second pillar is ‘Create’ where Microsoft products allow businesses and creators to use SharePoint and OneDrive tools like Office Lens and Office 365 to share their creations to their targeted audiences. These tools are supplemented by their unique and useful set of templates and policies that inform creators and aid them in their creative processes.

The third pillar is ‘Coordinate’ where Metadata is consolidated into organized systems that allow easy management and direction of content through tools such as Microsoft Flow and PowerApps, limiting the amount of clicks needed through their tagging and library search tools.

The fourth and final pillar is ‘Protect. Microsoft provides the ability to set up “information architecture, auditing, rights management, records and retention labels, and eDiscovery” to efficiently protect your business and its content so you can rest easy knowing your company’s content is securely faceted into your company’s files without the threat of 3rd party invaders.

Hope to see you on the webinar!

>>Register Now

High Recommended Resources we’ll be discussing during the webinar:

Download Microsoft’s Whitepaper: Modernizing Enterprise Content Management with Microsoft Content Services

This is a great read. It will also help you appreciate how Microsoft is doing and what they are doing right. Gartner Magic Quadrant for Content Services Platforms (blog from Microsoft)

Migrate to Office 365 or Upgrade to SharePoint 2019?

SharePoint Upgrade or Migrate?

One of the biggest questions people have been asking with the release of SharePoint 2019 is what should I do now. There are still approximately 30-40% of SharePoint customers who are in either a partial cloud with hybrid scenario or are fully on premises running a variety of legacy SharePoint 2010, 2013, 2016 or earlier. Many customers have been toying with the idea of migrating to Office 365 and a significant portion who are on premises and plan to stay on premises have been asking… so tell me what the most compelling reasons are to upgrade or migrate? Can you give me a top 10 on each? Wouldn’t it be great if we had an infographic that had both in the same place so you could decide? Sure! Why not both and a webinar to discuss it!

Download the Upgrade or Migrate SharePoint Infographic from slideshare in PDF or download the png format of Migrate to SharePoint Online or Upgrade to SharePoint 2019 infographic

This infographic is shared creative commons share alike. Feel free to include it in your presentations inside or outside your company or feel free to blog about it and share it in social media.

Why Migrate to Office 365 or Upgrade to SharePoint 2019 – There are a dozen great reasons to upgrade to SharePoint 2019 if you are running any older legacy versions of SharePoint. The number of reasons go up if you’re running SharePoint 2013 or 2010 or heaven forbid 2007 or 2003. As an example the browser compatibility gets a huge boost between 2010 and 2013 and even better with 2016, but 2019 is the most significant upgrade since 2010 to 2013. While SharePoint 2013 to 2016 wasn’t very significant the upgrade from SharePoint 2016 to SharePoint 2019 is much more significant due to a lot of investments in on premises OneDrive, hybrid integration with Flow, Forms, PowerBI, Power Apps. Those looking to reduce or remove their dependency on legacy InfoPath and SharePoint Designer will be much more happy with SharePoint 2019 due to this new integration. Those customers who are using some SharePoint Online and some on premises will find a significant upgrade to the UX in SharePoint 2019 with the modern UX updates.

Join us for the upcoming Webinar where we’ll walk through the details of Migrating to Office 365 or upgrading to SharePoint 2019!

Register Now

Webinar Title: Migrate to Office 365 or Upgrade to SharePoint?

Decisions, decisions, decisions! You’re not alone if you’re running SharePoint 2010, 2013, 2016 and wondering… Is it time to upgrade to 2019 or should I take the plunge and migrate to Office 365. In this session we’ll dive into the decision matrix of the benefits of both SharePoint 2019 and Office 365 SharePoint Online. First we’ll cover the benefits of both, then help you understand the key differences and help you better understand the business value. The session will focus on user experience, technical features, and business value with the goal of helping customers be able to make a clear distinction or decision between one or the other or both… looking at hybrid SharePoint 2019 and Office 365.

Date/Time: May 16, 10:00-11:00AM PDT, 1:00-2:00PM EDT



More details at: https://gennet.com/2019-or-online-sp-migration/

Now is the time for Compliance in Office 365 and SharePoint

Office 365 is one of the fastest growing products in history. With this shift to the cloud, companies have been moving their collaboration, consolidating their file shares, moving data from personal drives containing personal information. At the same time the world has changed, not only regulations, but privacy considerations stemming from HIPPA, GDPR, CCPA, and various global and local privacy considerations have changed the way we work. In our recent webinar on 4 easy steps to compliance with myself and Colligo, we discussed the shift to Office 365.

There has been significant momentum to move to the cloud. Analysis shows most customers running in a pure Office 365 environment with 49% of respondents. 23% acknowledged they are moving or planning to move to Office 365 with a minority 12% planning to stay in on premise SharePoint. A small 7% portion of environments plan to stay in hybrid, with even more than plan to move out of hybrid as they move to the cloud to 100% Office 365.

As companies adopt Office 365 compliance has never been more important. According to a poll in the recent webinar it was obvious that companies are still early in their adoption of the powerful data loss prevention features, and understood to be even less so for the newly released labels. I expect unified labeling to become even more popular after the labeling features come front and center and get integrated into the Office ribbon.

The by far significant thing to notice in the data, is the fact most companies are just starting with the basics. Is SharePoint still just a web based file share? I’d like to think it’s more than that and it should be your best bet at getting compliance on the files you care about. It’s time. More features are coming to simplify adding labels, but site classifications for sensitivity, and file plans with retention labels need to urgently support regulations and compliance. The collaboration workloads should not be so relaxed. Many organizations have yet to develop a data compliance plan to meet the modern requirements for data privacy and retention.

Microsoft is working to tip the balance. Consider the classification, DLP and labelling features they have rolled out in SharePoint just in the last year or so. From a technology standpoint, implementing data compliance has never been easier. This convergence and wave of regulations with better compliance tools may well make this the moment for companies to adopt data governance and compliance practices.

“Right now Microsoft is fusing content management and compliance – into an ever more streamlined set of tools to keep data compliant, keep knowledge easy to discover and share, and make files easy to retain or remove from SharePoint,” commented Loic Triger, COO Colligo. “Organizations that use the shift to O365 to also implement a smart compliance framework will be the ones that avoid lost productivity and best manage the risk, cost and distraction of data breaches in the next decade. Achieving that though, will also require a focus on tools easy for users.”

The opportunity is to leverage these new features to focus on compliance and as they do so look to SharePoint Add-ins like Colligo to simplify the ability to integrate labeling strategies for files and email in Outlook and Office.

There’s another incentive to address data management head on when shifting to O365. Consider the cost and data loss issues that come from moving massive data to the cloud without addressing classification and retention. Microsoft predicts a data explosion over the next few years, and IT departments are already watching it happen.

Data without labelling or classification is a privacy risk. When there is no classification all data is treated equally as unclassified data, from a data storage perspective it’s no better than a file share except for the fact it’s got eDiscovery and is easier to find, but from a compliance perspective it’s at risk. It’s time to get started. Use this article as a call to action.

Miss the webinar? Check out “SharePoint Data Compliance Made Easy” webinar recording, view the slides or view and download the infographics.

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