4 Easy Steps to SharePoint Data Compliance

Compliance and Data protection has never been more important.  Microsoft has put a huge effort behind the “Data Loss Prevention” and “Labels” as well as site designs and levels to help users do the right thing.  Unfortunately, there has been a major disconnect between the business and IT (those tech teams providing the solutions) based on SharePoint Online and SharePoint 2019.  Business users often expect that IT has already setup the proper governance, compliance settings and all that’s necessary before the solution is released.  Very few company have setup the necessary, but new built in features of Site Classification, Data Loss prevention or the new SharePoint Labels.  Something I’ve repeated in the past that’s very applicable is defaults have faults.  SharePoint out of the box is not necessarily setup to ensure compliance in your industry without configuration.  These 4 prescriptive setups designed in a easy to consume Infographic provide the settings and configuration that’s required for compliance and due diligence for modern data protection.

Download the “4 Steps to Data Compliance in SharePoint” Infographic…

Feel free to use or share this infographic it in your slides, in your blogs, with your business and review with Information security Legal or security teams.  This Infographic is designed to be shared.  It has a license of creative commons share alike.

As it relates to the importance of compliance in Office 365 SharePoint Online, many companies are missing the keys to success and may find a lot of value in seeing a sample built out based on prescriptive guidance.  SharePoint Online may seem plug and play, and releasing the service as is and letting users get on with their work and sites may seem like the right thing to do.  The reality is, with a little bit of configuration the environment can be setup in a much more purposeful way to protect data and the company from litigation due to lack of reasonable compliance actions taken to protect information privacy and records.  SharePoint Server in 2016 and 2019 have support for Data Loss Prevention.  The need for compliance and privacy applies to all types of environments.

There are really 4 key steps in setting up and configuring your SharePoint environment for base compliance.  I’ve worked with Colligo to put together this clever Infographic designed to simplify the process.  I hope you enjoy it.  Hope you like the Infographic, but even better I hope you join us for the upcoming free webinar where I’ll walk you through the 4 steps in more detail.

Free Webinar: SharePoint Data Compliance Made Easy: Site Classifications, Labels and the User Experience

Over 60-minutes we’ll review 4 Easy Steps for Compliance:

  1. Defining Office 365 Labels for information protection
  2. How to create, publish and apply Labels to Libraries
  3. How to create and apply data loss prevention (DLP) policies to warn users and block data from leaks
  4. How to make it easy for users to Save and Classify emails and files to SharePoint without leaving Outlook and Office 365

Join Joel Oleson, a Microsoft MVP/RD and 19-year SharePoint veteran with 7 years of experience at Microsoft as he shares practical guidance to keep your data secure and compliant. Colligo’s Roland Reddekop will show how users can save, classify and label emails and files right from the applications they primarily work in like Outlook and Office 365.

Title: SharePoint Data Compliance Made Easy: Site Classifications, Labels and the User Experience
Date: Thursday, April 11, 2019
Time: 8 a.m. PST, 11 am EST — Register
Date: Thursday, April 11, 2019
Time: 11 a.m. PST 2 pm EST — Register
Speakers: Joel Oleson, MVP Office Apps and Services & RD
Roland Reddekop, Colligo

>> RSVP for the Webinar

This webinar and infographic is sponsored by Colligo. See more on the colligo.com website

Office 365 POWER TOOLS Infographic: What to use When

It’s incredible how much effort Microsoft has put into so many new tools.  People’s heads have been spinning around all of the new tools in Office 365.  The most important tools as it relates to Application development are the Office 365 Power Tools.

This infographic is designed to help you understand which of the Power Tools to use when…  Apps, Forms, Workflows, Reporting, and More this simple infographic is designed to make it easier to understand.

Office 365 Power Tools

If you like this Infographic you can download it and use it in your internal decks and training materials.  Simply right click on the image and save it.

Feel free to use it in your SharePoint Saturday and event decks as well.  It is shared Creative Commons Share with Attribution… Just let ’em know you got it from Collabshow.com

If you like this Infographic you may also like the companion Infographic on Microsoft Forms Limits and Boundaries

Looking for more?  Join the Webinar where I’ll dive deeper into the comparisons between Forms and Forms Pro, Flow and Flow Premium, Power Apps and developmental scale challenges.

This Webinar is not designed for the hard core developer whose been using these tools day in and day out, but for the Power Users and those trying to get their heads around the differences in the Office 365 Power Suite of Tools.

Join “the Apps, Forms, Workflows and Tools of Office 365: When to Use What?” free webinar on March 7, at 11am Pacific Time, 3pm Eastern Time.  See you there!

 

 

 

Seven SharePoint and Office 365 Predictions for 2019 and Reflections

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(I snapped this photo in Indonesia.  I hope you like it!)


1. SharePoint 2019 will become the new base standard, but the community bloggers and speakers will get over it very quickly.  It won’t feel new by June.   Where usually a product is new for a couple of years.  Now the on prem releases will feel dated nearly immediately. We won’t see hardly any posts unfortunately.  

2. Teams will get a TON of press and become a leading workload (fastest growing) for Office 365.  Microsoft Sales will CARE most about Teams and Azure.  The Teams team will really dial in the MVP community and connect in solid ways.

3. Digital Workspaces will move from being buzz words to being company initiatives.  Some companies will refocus intranet teams to focus on The Digital Workspace. Productivity will change based on personalized organizational insights through analytics.  Analytics will be big in gaining new insights and driving the interfaces of our personalized workspaces.

4. Chat Bots will go from being seen as a gimmick to being more common corporate projects.  Today chat bots are seen as squishy dev projects working with APIs, but we’re likely to see chat bots be more productized and with plug and play integration.  I expect to see large enterprises who have sprint initiatives feeding the bots.  HR and Support will find each other to support these initiatives, sparking a marriage.

5. Digital Transformation – What was previously seen as stages for moving to the cloud will now be more about looking at streamlining business processes with taking advantage of investments in AI for automation.  

6.  The Battle of the year will be Microsoft Teams and Slack.  Microsoft’s arsenals are loaded and Skype is dead.  This battle won’t end in a year.  Atlassian alignment with Slack is going to cause some significant changes inside organizations.

7.  Microsoft will double down on Mixed Reality.  The story will really start coming together even if it sounds ahead of it’s time.  Microsoft does have their work cut out.  Remote assist + Teams + Hololens… It’s ahead of it’s time, but solid.  The community really doesn’t seem to understand SharePoint spaces.  I think it will take a year unfortunately for the right stories to come together, but 3D/360 content viewing is a solid investment especially if you look at 3-5 years.  Engineering will start sharing more 3D/360.

8. PowerPack will be a big thing.  Licensing confusion will rise, but PowerBI, PowerApps, and Flow will gain in adoption and usage in a significant way, and Microsoft will find a way to promote these products in a more streamlined way.

Here’s a review of last year’s post including my thoughts.  Love to hear what you think…

8 Predictions for SharePoint & Office 365 in 2018

1. People will look to Skip SharePoint 2016 and go to 2019. It will be much better received than 2016 was, but it will still be somewhat lackluster (never will it be like it was back in the good old days of dedicated SPCs for SharePoint launches). In the first year of SharePoint 2019 release it will surpass 2016 as an install base. (2016 still hasn’t surpassed 2013.)

I haven’t seen any numbers, I think we’ve already heard great things about 2019.  I expect to hear more at SPC. 

2. Hub sites will become the preferred way of doing Information Architecture in SharePoint and deep portal structures will be flattened as a best practice. Note there will be many who cry foul and it will cause heated debates.

Hub Sites are preferred way to do Information Architecture in SharePoint Now.

3. OneDrive on Demand will become a great drive to Windows 10. Sync for SharePoint will be carried along as a benefit and client sync for SharePoint will have its greatest adoption since groove.

OneDrive on Demand has been huge for OneDrive.

4. Modern Team Sites, Modern Lists, and Themes will soon become consistent with the expectation for status quo for SharePoint and a big line will be drawn for OLD SharePoint vs. New SharePoint based on what comes in 2019 and what’s in O365 now.

This prediction stands.  Teams and Modern are the way.

5. WSPs are Dead – The community will abhor them and it will be an insult to think of installing them. As a result even third party solutions will need to rethink how they not only support apps for online but also on prem.

True.  No one is creating anything in WSPs now.

6. Groups will cause further confusion in 2018, but Teams will become the darling of Microsoft sales for collab as it activates multiple workloads.

I think some of the confusion is gone now that Team sites = group template, but Teams is definitely been a big winner.

7. Microsoft AI (Simple automation, auto classification and extraction) will start to make its way into SharePoint Online amongst other workloads.

True. Microsoft has provided extraction through OCR and it shipped for OneDrive & SharePoint Online.  Not just that, but also Flow is now in lists with simple approvals.

8. Simple Communication Site based Intranets (and Intranet in a box solutions) + Hub sites will gain favor for Office 365 adopters. Deep complicated Intranets will fall out of favor in a huge significant industry wide way.

True. I do believe Intranet in a box solutions and even lowered expectations for more out of the box cloud based solutions as either digital workspaces or as a baseline for more has accelerated both deployment and adoption.

In 2015 predictions I called out worth mentioning

Mobile will become more important in SharePoint world – The new mobile app is really good.  The new search feature is the best thing that’s happened to mobile.

SharePoint gets cool again – It’s really happened.  SharePoint has really improved and looking at the Top Intranets… there’s nothing better right now.  Teams is the only challenge based on the interface, and with the new SPFX investments in Teams. 

Joel Oleson Awarded MVP – 10 years of Community Building in Pictures

I’m humbled and excited to be recognized by Microsoft as an MVP for Office Apps and Services.  It’s been about 11 years since I left Microsoft back in March 2008, and started my journey to connect to IT communities in every country in the world. 


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10 years later, and over 100 speaking engagements, and 100 communities later…


Here are a few of the highlights…

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It started with Jordan… my first community visit after Microsoft


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SharePoint in London and on the battlefields of Gettysburg


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Many Many Share-Point I Mean SharePints later


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From Bethlehem

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To 3x in Lima Peru

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Many Share-A-Okes!

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You wouldn’t believe the LadyGaga SharePoint Outing in Sweden

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SharePoint Bermuda…. Speaker shorts required

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SharePoint Saturday Jamaica!  They said it wasn’t possible!

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Sharing the Point in Vietnam in 2011

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SharePoint Singapore x4 including User Group, SPS, and TechEd South East Asia x3 (man I miss that event)

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SharePoint Malta

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SharePoint Amsterdam x3

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SharePoint in Czech


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SharePoint Sweden (SEF!) x 3 + ESPC

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Trinidad and Dominican Republic

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SharePoint in Morocco

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SharePoint in Slovenia (Thrive) x8


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Getting interviewed in Berlin by Michael Greth… about 8 years ago.  5+ trips to Germany for the community.

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Including a European SharePoint Conference where we saw the 20 year anniversary of the Wall topple!

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SharePoint in Iceland!

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More than a few SharePoint Limos.  (Many photos not included to protect the innocent Smile)

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SharePoint Manilla

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They said it wasn’t possible to do a SharePoint event in Georgia

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SharePoint Bangladesh… Thanks MJ!

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Ecuador

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and of course one of my favorites… Chile x2  and Costa Rica x4 with Ricardo and Crew

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The Latin American SharePoint Community is still very strong

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Guyana, Colombia, Mexico, El Salvador

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And many trips down with Share The Point Under to Australia, New Zealand, Hong Kong, and Signapore… Thanks Debbie!

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75 signed up in Yeravan Armenia…. but 125 showed up!!

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We made it happen in Bolivia

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and in Venezuela

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From Nigeria

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To Ghana

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And Nairobi

SharePoint in Antarctica

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The bottom of the world

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Arab community

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To Tunisia

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So many fun crazy times at SPC

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and Brazil

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and Pakistan

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and Egypt

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Bulgaria

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SharePoint in Full Robes in UAE Dubai

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SharePoint has definitely made the rounds in the middle east

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Central Asia Tour in Uzbekistan

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Azerbaijan

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And in Kurdish Iraq!

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Sri Lanka

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SharePoint Saturday Algeria

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On the Top of Africa –  Kilimonjaro

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To the Bottom of the world – Yes that is Dan Holme… I took this shot Smile

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Many Late nights

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Hanging out with fun people who make big impressions…

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Who are these young pups?

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To the ends…

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Ukraine and Russia… it’s more fun with friends…

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The Russian Speaking community is fantastic!

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Across deserts and mountains

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SPS Cuba (previously forbidden places)

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Building relationships in the Persian community and then not getting allowed to see them was tough, but I’m happy to say Persian language packs in SharePoint 2010 on have a small contribution in part to my relationship with an MVP who’s business is in Dubai that I met 10 years ago.  Thanks Neo!


Thanks much to the whole community, with special mention to those who left a whole in my heart…

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I miss you!  Dave, John, Abir, and Patrick

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Merry Christmas, Happy Holidays!  Happy New Year!  Thanks to the community… it’s been a lot of fun these past 10 years!


Thanks to those that believed in me and made it enjoyable.  I really love our community…  I hope you can see that.  The recognition has always been just a bonus, but it does mean a lot.  It’s been a lot easier to find people when they’ve been recognized by Microsoft. Community does change lives.


Office 365 SharePoint, Teams, Groups 20x big storage quota increase is game changer!

I am very excited to see the new massive increase in base storage for the Office 365 tenant.  At an organization with 5000 people this means we go from a simple 3.5 TB tenant base storage to an impressive 51 TB.  This will not only instill confidence that we can store a lot more, but now departments that have a couple of TB of storage, we no longer need to divide up workloads.  It means a more simplified migration. 

Aaron Rimmer posted on Friday about the massive Office 365 storage increase to go in effect July 2018. 

“Today we are announcing a 20x increase in the SharePoint Online per user license storage allocation. This will increase to 1 TB plus 10 GB per user license purchased, up from 1 TB plus .5 GB per user license purchased. Note this does not include SharePoint Online kiosk plans including Office 365 F1 and Microsoft 365 F1.”

Those rolling out Teams, Groups, and Yammer can feel much better about their ability to scale.  I’ve heard people concerned over max tenant sizes.  This should help alleviate those concerns.  25TB site collections are now within reach without a lot of extra cost.  Teams moving large PSDs, images, drawings and raw video can now include more of the files and the experience is better with the hundreds of preview capabilities that Microsoft has been adding.

I’ve been thinking about what this would mean in an on premise SharePoint environment to 20x to go from 2TB to 40TB as an example.  That would be like going from a small database cluster to a large SAN environment.  This would be a huge deal.  Those who have been paying for the storage will appreciate this, but also those migrating content will be happy to see real PB environments becoming a reality overnight.

Personally I’m now thinking about those conversations of departments that were concerned about 2-3 TB file storage environments that may have been going to other solutions now seriously look at consolidating in a scalable environment that looks like it can support a much larger scale than previously thought.  When it was hitting the pocketbook at around 2.5TB to now have it be closer to 50TB is a big deal.  Thanks to those that made this happen.  Let’s keep it going in this direction.  We like it when what was a perceived limit is pushed up in a significant way.

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5 Powerful Steps to Maximize Office 365 & SharePoint UX

5 Simple Steps to Maximize Office 365 and SharePoint Usability

 

I am humbled to have been selected as a Microsoft Regional Director, which made me realize it’s been a little while since I’ve posted.  I intend to correct that.  I’m excited to announce a new blog series on how to drive maximum usability in Office 365 in SharePoint Online, Office 365 Groups and beyond.  In my experience at Blizzard I’ve found simply migrating our data to SharePoint Online won’t accomplish the most important updates in the past year.

 

5 Steps to Maximize Office 365 & SharePoint Usability

Classify – Both Sites and Groups support classification in Office 365.  Being able to take action such as not listing a group or site in a directory, or using a flow to approve a site based on the need to support external guests can allow one to have a much better handle on HR data vs Finance or Legal data as an example.  It can also lend itself to support putting sites in Hubs based on department, division or location.

Hubify – Hubs are a new type of site, but really they simply roll up the documents and provide search scopes.  It’s running a Windows Powershell that makes a site into a hub site.  In this post we’ll dig into the how and why with samples.

Groupify – Groups is all the buzz.  Groups gives you all storts of stuff you never asked for, but the approach does have some merits especially in relation to adoption.  Much of the new tools will never be used until people experience them.  Teams and Groups expose these new tools.  The Group OneDrive and Group Inbox and Group Calendar are fantastic as is Planner for a team.

Modernify – The Modern UI is out, but there’s no one big switch to take your classic site all the way to a Modern SharePoint Site, but you can do it in 3 pretty basic steps.

CulturifyHow are you going to handle branding and incorporating company culture? We’ll look at the best approaches available today the answer is slightly different in Modern and Classic sites.

10 Things to Remember from 2017 Office 365 Year End Recap

I hope you enjoyed my 2018 future of Office 365/ SharePoint predictions.  2017 Was filled with a lot of releases and many new technologies to learn and grow with.  It’s a good day for reflection.  In fact the Tech Community Blog posted 2017 year roundup.

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1. Microsoft Teams released with integrated Bot Framework and SharePoint document integration

2. SharePoint Framework SPFx released for Office 365 and for on premise with Feature Pack 2.

3. Teams announced it would replace Skype for Business online.

4. Communication sites & Modern Team Sites released

5. Over 200 data previews formats

6. Modern List improvements

7. StaffHub, Office 365 Education,

8. Flow Released – Integration with Office 365 libraries.  Announcements for more on prem integration in SharePoint 2019.

9. PowerApps Released – Integration with SharePoint libraries.  Announcements for more on prem integration in SharePoint 2019.

10. OneDrive on Demand (Improved sync on demand files for SharePoint doc libraries) with Windows 10 Fall Creators Update.