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office365- discovery and compliance
This document provides an overview of a 2-day training course on administering Office 365. Day 1 covers Office 365 fundamentals and administering Exchange Online. Topics include Office 365 overview, user management, directory synchronization, and basic Exchange Online management. Day 2 focuses on administering SharePoint Online and Lync Online. Exchange Online sessions include deployment, migration, archiving, compliance functions like retention policies, holds, and eDiscovery.
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office365- discovery and compliance
- 1. Version 2.0 forOffice 365 Wave 15
- 2. Day 1 Administering Office365 Day 2 Administering Exchange Online Office 365 Overview & Infrastructure Administering Lync Online Office 365 User Management Administering SharePoint Online Office 365 DirSync, Single Sign-On & ADFS Exchange Online Basic Management MEAL BREAK Exchange Online Deployment & Migration Exchange Online FOPE Exchange Online Archiving & Compliance
- 3. • • • • Overview User Experience Retention &Hold Policies eDiscovery
- 4. Storage Management • • • Balance mailboxsize demands with available storage resources Reduce the proliferation of .PST files stored outside of IT control Improve overall application and network performance Data Retention • • • Meet industry and regulatory email data retention requirements Support ongoing compliance, litigation, or personnel matters Preserve valuable intellectual property and corporate assets Discovery • • • Respond to strict timelines for legal discovery orders Reduce costs involved in searching for and retrieving email data Report on email communications as part of auditing procedures
- 6. Preserve In-Place Archive Governance Hold eDiscovery Secondary mailboxwith separate quota Automated and time-based criteria Capture deleted and edited email messages Web-based eDiscovery Center and multi-mailbox search Managed through Exchange Administrative Center or PowerShell Set policies at item or folder level Time-based In-Place Hold Search primary, In-Place Archive, and recoverable items Available on-premises, online, or through Exchange Online Archiving Expiry date shown in email message Granular query-based InPlace Hold Optional notification Delegate through role-based admin De-duplication after discovery Auditing to ensure that controls are met
- 7. * Requires ExchangeServer 2010 SP1 on-premises * Requires Exchange Server 2010 SP1 on-premises
- 8. • • • • Overview User Experience Retention &Hold Policies eDiscovery
- 9. End User Experience Accessibleon Outlook and OWA No Outlook restart – auto discovers archive Personal archive provides a PST-like experience Mail automatically moved to the archive through admin policy IT Pro Experience Same mailbox management experience across the primary and the archive Archive must have a primary mailbox Similar management experience across On-Premises and Cloud
- 10. Specialized Exchange mailbox configuredand associated with the user’s primary mailbox Delivers users familiar experience by seamlessly surfacing in both Outlook and Outlook Web App Use same skills/methods already used to interact with archive email “Drag-and-drop” email to folders Create folders and categorize Conduct searches and filter results Reply to messages and set flags
- 13. Exchange Online archiveis only accessible online Via Outlook and/or OWA No additional client access configuration required Always point clients to primary mailbox CAS location
- 14. Primary + Archivein the cloud Setup tenant Provision archives Standalone Archive Setup tenant Setup Rich Co-Existence between on-prem and tenant Provision archives
- 15. Enable or modifyquickly
- 17. • • • • Overview User Experience Retention &Hold Policies eDiscovery
- 18. Set policies allowingyou to define, deploy, and automate the expiry and archiving of email
- 19. Retention Tags Name,Action, Time period Admin mandated or User applied All Items in Inbox are deleted in 3 years Items and Folders may have a 2 year Archive Policy Retention Policies Retention tags Policies span to groups of users like ‘Accounting’ User has one policy and many tags applied
- 21. Use the defaultsor create new for special projects/roles (e.g., HR) Delete Policy Delete Policy IT provisioned policies IT provisioned policies Archive Policy Archive Policy
- 23. Compliance management isa spectrum Full IT Admin control to no IT control (End user tool) Managed folders (Exchange 2007) Addresses only one end of the spectrum Very little end user flexibility Message Retention (Exchange 2010/2013) Addresses both ends on the spectrum Framework for IT admins to associate policy with mailboxes and system folders Framework for end users to optionally associate policy with their folders and mail items Retention policies managed separately for on-premises and the cloud Except when only archive in the cloud
- 24. • • • • Overview User Experience Retention &Hold Policies eDiscovery
- 25. Preserve items forrecovery and discovery for a Preserve items for recovery and discovery for a finite or indefinite period of time without finite or indefinite period of time without impacting end user experience impacting end user experience
- 26.
- 27. Enable the holdpolicy Enable the hold policy from the mailbox from the mailbox Comment and URL Comment and URL tell the user how to tell the user how to comply comply
- 28. End user istold how End user is told how to comply (no action to comply (no action needed for email) needed for email) URL links to URL links to additional info additional info
- 29. Using this newmodel, In-Place Hold allows you to create granular hold policies to preserve mailbox items in the following scenarios: Indefinite hold - The indefinite hold scenario is similar to litigation hold in Exchange 2010. It’s intended to preserve mailbox items so you can meet eDiscovery requirements. During the period of litigation or investigation, items are never deleted Query-based hold - If your organization preserves items based on specified query parameters, you can use a query-based InPlace Hold. You can specify query parameters such as keywords, start and end dates, sender and recipient addresses, and message types. After you create a query-based In-Place Hold, all existing and future mailbox items (including messages received at a later date) that match the query parameters are preserved.
- 30. Time-based hold- allows you to specify a duration of time for which to hold items. The duration is calculated from the date a mailbox item is received or created. You can use In-Place Hold to place a user on multiple holds. When a user is placed on multiple holds, search parameters of all InPlace Holds are applied together (using an OR operator). In-Place Hold is a premium feature that requires an Exchange Online Plan 2 or Exchange Online Archiving license to enable it for each user mailbox.
- 31. Authorized users thathave been added to the Discovery Management role-based access control (RBAC) role group or assigned the Legal Hold and Mailbox Search management roles can place mailbox users on In-Place Hold Click New +to open Click New +to open the in-place the in-place eDiscvery & hold eDiscvery & hold dialog dialog
- 33. Fixed Retention: Theability to preserve user data for a rolling window of time that overrides user actions Can be achieved using Single Item Recovery (SIR) SIR captures all edits and stores them for the specified time period > Set-Mailbox -Identity bobk -SingleItemRecoveryEnabled $true > Set-Mailbox -Identity bobk -SingleItemRecoveryEnabled $true
- 34. Off by defaulton-premises On by default in datacenter With default period of 14 days Extend beyond 14 days via Service Request Not recommended beyond 1 year retention
- 36. Goals and Assumptions Performsdistributed search across end user mailboxes located on multiple servers Search is throttled and parallelized Results are copied to discovery mailbox after search Admins by default do not have access to search all mailboxes, specific RBAC Discovery Role is required Single discovery experience across premise and cloud
Editor's Notes
- #4 目的をスライドさせます。Office 365は、クラウド内のあなたの完全なオフィスであることを紹介します 彼らは「オフィス365」を聞くと、ほとんどの人は、唯一の "オフィス"を聞くと「ワード、パワーポイント、エクセル」と思うに留意してください：このスライドを提示する方法。彼らは "クラウド"を聞いたとき、彼らは、これはGoogle Appsのと同様のOfficeのみ、ブラウザベースのバージョンです思考、唯一の "Webアプリ"を考える。だから、特にこれら2点について、あなたの時間と労力がかかることが重要です。私たちは、あなたはあなたが直面しているビジネス上の課題の管理を支援する必要がどのような技術を理解する」と言って、前のスライドからの移行。私たちはあなたのために特別に設計されています市場での新製品があることに興奮している···」 トークトラック Office 365の中小企業のプレミアムを導入する - これは、具体的には1から10までのユーザーと企業向けに設計製品です まず、Office 365では、マイクロソフトがホストするクラウドベースの生産性サービスです それは、常に最新の状態に（あなたが現在お使いのPCやラップトップ上で実行することをワード、パワーポイント、エクセル、のような）使い慣れたOfficeアプリケーションの最新バージョンが含まれてい また、あなたが知っている任意の場所に電子メールへのアクセス、カレンダー、ドキュメント、およびOfficeとシームレスに連動したHDビデオ会議が含まれてい これらは、特に小規模企業のニーズや価格帯のために設計されたビジネスクラスの生産性ツールとエンタープライズレベルのセキュリティである これは念頭に置いての中小企業で設計されているため、IT経験を必要とせずに、セットアップと管理が簡単です。 これはクラウドサービスであるため、プラス、それは99.9％の稼働率を保証サービスレベル契約によってサポートされ、支えられています。 これとは対照的に、このようなPCの通話、Googleの連絡先へのPCのための音声、Googleビデオなどのいくつかの重要なビジネスニーズは、ビジネス·サービス·レベル契約（SLA）のためのGoogle Appsの対象外となります。 どのようなオフィス365のユニークなのはそのとおりです。 それはあなたが知っているオフィスで完璧に動作し、使用ので、あなたやあなたの従業員が新しいツールを習得したり、追加のトレーニングを必要とする必要はありません それは、あなたがオンラインでもオフラインでシームレスに動作できるように設計されてい。 あなたはこの提案に取り組んでいると言うとあなたのパートナーや顧客からのフィードバックを取得したい。あなたはクラウドに保存し、フィードバックのためのパートナーや顧客としっかり共有して、自分のコンピュータ上での作業を開始することができます。そして、彼らは文書にアクセスし、代わりに前後に異なるバージョンを電子メールで送信をオンラインであなたと一緒にそれらの上で動作することができます。あなたがオフラインになった場合、平面上に、あなたはまだドキュメントにアクセスすることができますし、（プロSkyDriveのを使用して）オフラインでで作業するときと言う、およびOffice 365は、すぐに自動的に再度接続を持っているように、バッククラウドにドキュメントを同期します。 あなたが期待する信頼性とセキュリティを提供するように設計された大企業から信頼される - これらはすべてのエンタープライズ·クラスのサービスです。 コカ·コーラエンタープライズ（72,000の従業員）、スターバックス、キャンベルスープ、ハイアットホテルズ（106,000従業員）、退役軍人局（60万従業員）、ローズ（>20万従業員）、ホールマーク（9,500従業員数）、日本航空（20,000の従業員） 、そしてバーガーキング（3,500ユーザー）。 我々は、Googleがするような広告をターゲティングするためのあなたの電子メールを読むためにスキャン技術を使用して、プライバシーや機密性の要件に違反しない。 のは、それがあなたのビジネスに最適なテクノロジーの理由を理解するためには、Office 365の仕様になりましたドリルダウンしてみましょう。我々は話を最初のエリアは···」どこでもアクセス」である
- #9 Slide purpose: Introduce that Office 365 is your complete office in the cloud How to present this slide: Keep in mind that most people, when they hear “Office 365”, only hear “Office” and think “Word, PowerPoint, Excel”. And when they hear “cloud”, they think “web apps” only, thinking this is only a browser-based version of Office, similar to Google Apps. So it’s important to take your time and labor on these 2 points specifically. Transition from previous slide by saying, “We understand what technology you need to help you manage the business challenges you are facing. We are excited that there is a new offering in the market that has been designed specifically for you….” Talk track Introducing Office 365 Small Business Premium – this is an offering specifically designed for businesses with 1-10 users First of all, Office 365 is a cloud-based productivity service hosted by Microsoft It includes the latest version of the familiar Office applications (like Word, PowerPoint, Excel, that you currently run on your PC or laptop) that is always up to date It also includes anywhere access to email, calendar, documents, and HD video conferencing that works seamlessly with the Office you know And these are business-class productivity tools and enterprise-level security specifically designed for small businesses’ needs and price range Because this is designed with small businesses in mind, it’s easy to set up and manage, without the need for IT experience. Plus, since this is a cloud service, it is supported and backed by a 99.9% uptime guarantee service level agreement. In contrast, some key business needs, such as Voice for PC to PC calling, Google Contacts, and Google Video, are not covered by the Google Apps for Business service level agreement (SLA). What’s unique about Office 365 is that: It works perfectly with the Office you know and use so you or your employees don’t have to learn a new tool or require additional training It is designed to help you work seamlessly online or offline: Say you are working on a proposal and want to get feedback from your partners or customers. You can start working on it on your own computer, then save to the cloud and share it securely with partners or customers for feedback. They can then access the documents and work on them with you online instead of emailing different versions back and forth. If you go offline, say when on a plane, you can still access the documents and work on them offline (using SkyDrive Pro), and Office 365 will automatically sync the document back to the cloud as soon as you have connections again. These are all enterprise-class services – trusted by large corporations designed to give you the reliability and security you expect. Coca-Cola Enterprises (72,000 employees), Starbucks, Campbell Soup, Hyatt Hotels (106,000 employees), the Department of Veterans Affairs (600,000 employees), Lowes (>200,000 employees), Hallmark (9,500 employees), Japan Airlines (20,000 employees), and Burger King (3,500 users). We do not violate your privacy or confidentiality requirements by using scanning technologies to read your email for targeting advertising like Google does. Let’s drill down now on the specifics of Office 365 to help you understand why it’s the right technology for your business. The first area we talked about is “anywhere access”….
- #18 Slide purpose: Introduce that Office 365 is your complete office in the cloud How to present this slide: Keep in mind that most people, when they hear “Office 365”, only hear “Office” and think “Word, PowerPoint, Excel”. And when they hear “cloud”, they think “web apps” only, thinking this is only a browser-based version of Office, similar to Google Apps. So it’s important to take your time and labor on these 2 points specifically. Transition from previous slide by saying, “We understand what technology you need to help you manage the business challenges you are facing. We are excited that there is a new offering in the market that has been designed specifically for you….” Talk track Introducing Office 365 Small Business Premium – this is an offering specifically designed for businesses with 1-10 users First of all, Office 365 is a cloud-based productivity service hosted by Microsoft It includes the latest version of the familiar Office applications (like Word, PowerPoint, Excel, that you currently run on your PC or laptop) that is always up to date It also includes anywhere access to email, calendar, documents, and HD video conferencing that works seamlessly with the Office you know And these are business-class productivity tools and enterprise-level security specifically designed for small businesses’ needs and price range Because this is designed with small businesses in mind, it’s easy to set up and manage, without the need for IT experience. Plus, since this is a cloud service, it is supported and backed by a 99.9% uptime guarantee service level agreement. In contrast, some key business needs, such as Voice for PC to PC calling, Google Contacts, and Google Video, are not covered by the Google Apps for Business service level agreement (SLA). What’s unique about Office 365 is that: It works perfectly with the Office you know and use so you or your employees don’t have to learn a new tool or require additional training It is designed to help you work seamlessly online or offline: Say you are working on a proposal and want to get feedback from your partners or customers. You can start working on it on your own computer, then save to the cloud and share it securely with partners or customers for feedback. They can then access the documents and work on them with you online instead of emailing different versions back and forth. If you go offline, say when on a plane, you can still access the documents and work on them offline (using SkyDrive Pro), and Office 365 will automatically sync the document back to the cloud as soon as you have connections again. These are all enterprise-class services – trusted by large corporations designed to give you the reliability and security you expect. Coca-Cola Enterprises (72,000 employees), Starbucks, Campbell Soup, Hyatt Hotels (106,000 employees), the Department of Veterans Affairs (600,000 employees), Lowes (>200,000 employees), Hallmark (9,500 employees), Japan Airlines (20,000 employees), and Burger King (3,500 users). We do not violate your privacy or confidentiality requirements by using scanning technologies to read your email for targeting advertising like Google does. Let’s drill down now on the specifics of Office 365 to help you understand why it’s the right technology for your business. The first area we talked about is “anywhere access”….
- #25 Slide purpose: Introduce that Office 365 is your complete office in the cloud How to present this slide: Keep in mind that most people, when they hear “Office 365”, only hear “Office” and think “Word, PowerPoint, Excel”. And when they hear “cloud”, they think “web apps” only, thinking this is only a browser-based version of Office, similar to Google Apps. So it’s important to take your time and labor on these 2 points specifically. Transition from previous slide by saying, “We understand what technology you need to help you manage the business challenges you are facing. We are excited that there is a new offering in the market that has been designed specifically for you….” Talk track Introducing Office 365 Small Business Premium – this is an offering specifically designed for businesses with 1-10 users First of all, Office 365 is a cloud-based productivity service hosted by Microsoft It includes the latest version of the familiar Office applications (like Word, PowerPoint, Excel, that you currently run on your PC or laptop) that is always up to date It also includes anywhere access to email, calendar, documents, and HD video conferencing that works seamlessly with the Office you know And these are business-class productivity tools and enterprise-level security specifically designed for small businesses’ needs and price range Because this is designed with small businesses in mind, it’s easy to set up and manage, without the need for IT experience. Plus, since this is a cloud service, it is supported and backed by a 99.9% uptime guarantee service level agreement. In contrast, some key business needs, such as Voice for PC to PC calling, Google Contacts, and Google Video, are not covered by the Google Apps for Business service level agreement (SLA). What’s unique about Office 365 is that: It works perfectly with the Office you know and use so you or your employees don’t have to learn a new tool or require additional training It is designed to help you work seamlessly online or offline: Say you are working on a proposal and want to get feedback from your partners or customers. You can start working on it on your own computer, then save to the cloud and share it securely with partners or customers for feedback. They can then access the documents and work on them with you online instead of emailing different versions back and forth. If you go offline, say when on a plane, you can still access the documents and work on them offline (using SkyDrive Pro), and Office 365 will automatically sync the document back to the cloud as soon as you have connections again. These are all enterprise-class services – trusted by large corporations designed to give you the reliability and security you expect. Coca-Cola Enterprises (72,000 employees), Starbucks, Campbell Soup, Hyatt Hotels (106,000 employees), the Department of Veterans Affairs (600,000 employees), Lowes (>200,000 employees), Hallmark (9,500 employees), Japan Airlines (20,000 employees), and Burger King (3,500 users). We do not violate your privacy or confidentiality requirements by using scanning technologies to read your email for targeting advertising like Google does. Let’s drill down now on the specifics of Office 365 to help you understand why it’s the right technology for your business. The first area we talked about is “anywhere access”….