Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson
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Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson

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Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson and Barry Jinks. This webinar explores the common myths and misconceptions around public folders, managed folders, ...

Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson and Barry Jinks. This webinar explores the common myths and misconceptions around public folders, managed folders, exchange, inbox, PSTs, email enabled SharePoint lists, and so on, and shares truths to deciding when to use SharePoint. By Joel Oleson

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Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson Debunking Myths - SharePoint and Email Management Colligo Webinar Joel Oleson Presentation Transcript

  • The Myths & Truths of Email Management in SharePoint November 20, 2008 with Joel Oleson
  • Agenda
    • Speaker Introductions
    • Myth #1 – Mailboxes are Great for Email Management
    • Myth #2 – Public Folders are Dead
    • Myth #3 – Email-Enabled Lists Are a SharePoint Must
    • Myth #4 – Managed Folders Solve All Archiving Needs
    • Myth #5 – Keep all Emails & Attachments in One Place
    • 5 Truths Revisited
    • Contributor Add-In Tips & Tricks
    • Next Steps
  • Our Speakers HOST: Barry Jinks President & CEO Colligo Networks, Inc. GUEST SPEAKER: Joel Oleson Microsoft SharePoint Sr. Architect, Consultant, & Speaker
  • The Myths & Truths GUEST SPEAKER: Joel Oleson Microsoft SharePoint Sr. Architect, Consultant, & Speaker Quest Software
  • Introduction
    • Growing Demands of CIOs, Architects, & Admins
      • Shrinking budgets
      • Regulatory compliance & legal liability issues
    • Email Needs to Be Managed
      • Information stored in email is a key enterprise asset
      • They need to be shared & “findable” for reuse
    • Five Things You Must Know
      • Myths vs. real world best practices
    • How Colligo Contributor can help
  • Myth #1
    • Mailbox Folders are a Great Place to Store & Manage Emails & Attachments
  • Myth #1 – Manage Email in Mailbox Folders
    • Advantages of Using Mailbox to Manage Email
      • Information workers find it convenient Email feels safe
        • Email documents to themselves to store them in Exchange
        • Drag-and-drop files & emails into Outlook folders > PSTs
      • PSTs can provide offline access
      • PSTs can get around inbox size limits
    • Disadvantages of Mailbox for storage
      • Important enterprise content gets buried in PST
      • PST files can be problematic:
        • Difficult to backup – continuously locked
        • Creates data islands
        • Risk of laptop theft, loss, corruption
  • Truth #1
    • SharePoint is a Better Place to Store Email & Attachments for Archival & Collaboration Applications
  • Truth #1 – Manage Email in SharePoint
    • Why Use SharePoint to Manage Email?
      • Centralize content on company servers
      • Supports sharing of email content across the enterprise
      • Body & attachment become searchable & reusable
      • Advantages of version control & history
      • Improved knowledge management
    • What is Microsoft IT Doing?
      • .MSG/.EML files = Top 10 File Type
  • Truth #1 – Manage Email in SharePoint
    • Tips & Tricks
      • Use content types to specify retention policies on content
      • .MSG files open in Outlook
      • Use custom metadata to improve “findability”
      • Don’t dump email into SharePoint
        • Storage nightmare
        • Users must decide which content is important
        • Metadata and decisions must be made when stored
  • Myth #2
    • Public Folders Are Dead
  • Myth #2 – Public Folders Are Dead
    • No Need for Confusion…
      • February 20, 2006 – public folders may not be in next release
      • March 31, 2008 – public folders will be in next major release
  • Truth #2
    • The Exchange Team Will Include Public Folders in the Next Version & Support Them for a Minimum of 10 Years: However, They Do Strongly Recommend SharePoint for Most Scenarios…
  • Truth #2 – Consider SharePoint for Applications
    • Why SharePoint Instead of Public Folders?
      • Functionality overlap between Public Folders & SharePoint
      • Public Folders are in maintenance mode
      • Microsoft is investing heavily in SharePoint development
    Use Public Folders Currently? New to Public Folders? File Sharing Strongly Consider SharePoint SharePoint is the Better Option Team Calendar Similar Functionality Consider SharePoint First Contact Sharing Similar Functionality Consider SharePoint First Discussion Forums Similar Functionality Consider SharePoint First Distribution Group Archive Similar Functionality Consider SharePoint First Custom Applications Strongly Consider SharePoint Strongly Consider SharePoint Organizational Forms Similar Functionality Use InfoPath
  • Truth #2 – Consider SharePoint for Applications
    • What is Microsoft IT Doing?
      • Moving more content to SharePoint
      • Archiving and age limits on nearly all folders
      • Replication disabled to eliminate duplicate storage
      • Locking new folders down to exception-based requests
        • New provisioning requests pointed to SharePoint
        • Distribution list archiving most common exception
  • Truth #2 – Consider SharePoint for Applications
    • Common Issues with Public Folders
      • Heavy time investment for Exchange Administrators
      • Common Concerns
        • Control
        • Performance
        • Scale & storage issues
        • Support
        • Duplicate File Shares and SharePoint
        • Security and privacy concerns
      • “ Public” social dumping grounds an HR issue (pictures & music)
  • Truth #2 – Consider SharePoint for Applications
    • Migrating from Lotus Notes or GroupWise?
      • Mail migration: it’s a no-brainer, Exchange
      • Application migration: strongly recommend SharePoint
    • Tips & Tricks
      • If you plan to customize SharePoint sites & site templates, look at Features & Solutions
    • Colligo Tip: Fill the Gaps with a SharePoint Add-In
      • Notes to SharePoint migrations: applications + email in Outlook
      • Works online & offline
  • Myth #3
    • A SharePoint Deployment Is Not Complete Until You Turn on Email-Enabled Lists
  • Myth #3 – Email-Enabled Lists Are a SharePoint Must
    • Can Support Very Cool Applications … But Be Careful
      • Emailing Post to Blog
      • Emailing an Exchange Discussion to SharePoint List
    • Email-Enabled Lists Pose Challenges & Risks
      • Self service can easily get “out of control” & drain IT resources
        • AD objects created with no lifecycle
        • Contact accounts naming conflicts
      • Security risks – easy to create a hole
      • List scalability challenges
      • Can be complex to implement and support
  • Truth #3
    • Use with Caution: To Be Successful, Email-Enabled Lists Require Management & Oversight to Scale Past a Few Thousand Items
  • Truth #3 – Caution: Manage Email-Enabled Lists
    • What is Microsoft IT Doing?
      • Decided against using self service email-enabled lists
    • Tips &Tricks
      • If planning to use email-enabled lists, ask these questions:
        • Are those contact objects in a separate OU?
        • How do you know if the inbound mail stops working?
        • Can anyone send to the email enabled list?
        • Does the item show up the way you expect it to, or are just attachments showing up?
        • Does the metadata look like you expect it to?
  • Myth #4
    • Managed Folders Linked to SharePoint Will Solve All Archiving Needs
  • Myth #4 – Managed Folders Solve All Archiving Needs
    • Bridge the Gap Between Exchange & SharePoint
      • Managed Folders Introduced in Exchange 2007
      • “ Auto Copy” feature routes all content to SharePoint
    • Risks
      • Can put heavy requirements on IT
        • Not end user configurable
        • List security management
      • Managed Folders can be abused & become “dumping grounds”
      • Scale limitations can lead to SharePoint performance issues
  • Truth #4
    • Managed Folders Can Work Well, But Require a Solid Information Architecture Design & Trained Admins Who Understand How to Manage Scalability
  • With Structure the Business Can be Creative
  • Balance with IT Governance
  • Truth #4 – Managed Folders Work Well With Oversight
    • Tips &Tricks
      • Design for list scalability (more on this later)
        • Bad Design: a folder called “Keep” or “Backup”
        • Good Design: a folder called “Legal Hold”
      • Use content types to set retention policies
      • Know what you are doing - it’s easy to end up with a mess
      • Test in preproduction environment first
      • Develop good workflows to manage new list requests
      • Design with support, search, and life cycle in mind
  • Myth #5
    • It’s Better to Keep All Emails & Attachments in One Place, & Use Metadata to Search Content
  • Flat Lists Don’t Scale
  • Myth #5 – Save All Content In One Location
    • SharePoint is an Attractive Place to Store Everything
      • Use views & search queries to retrieve content
    • Risks With Large Lists
      • Performance degradation
      • “ All items” view can take 10’s of seconds to render
      • Content database locking with very large lists
      • Microsoft guidance: 2000 items per view in SharePoint list/library (Use Folders/Indexed Columns)
  • Default List Page Load is Inefficient
  • Truth #5
    • With SharePoint, It’s Best to Limit the Number of Items in One List and/or Use Views, Folders, & Queries to Improve Performance
  • Truth #5 – Manage Quantity of Content in Lists
    • What is Microsoft IT Doing?
      • Set up scan to find lists > 3000 items
      • Read their whitepaper: “SharePoint Performance Optimization”
    • Tips & Tricks
      • Use Folders to break up content, < 2000 items per folder
      • Indexed Columns for quicker retrieval
      • Search Queries
        • Most efficient method of retrieval
  • Truth #5 – Manage Quantity of Content in Lists
    • Further Reading on Performance & Scale Issues
      • “ Working with Large Lists in Office SharePoint Server 2007 ” by Steve Peschka, Microsoft
        • testing to determine the performance of large SharePoint lists under different loads & modes of operation
      • “ Plan for software boundaries (Office SharePoint Server)” on Microsoft TechNet
        • performance & capacity limits of SharePoint, & guidelines for acceptable performance
  • Care and Feeding
  • The Myths & Truths Revisited
    • Myth #1 – Mailboxes are Great for Email Management
      • Truth #1 – SharePoint is a better place to store email & attachments for archival & collaboration applications
    • Myth #2 – Public Folders are Dead
      • Truth #2 – The Exchange team will include Public Folders in the next version & support them for a minimum of 10 years: however, they do strongly recommend SharePoint
  • The Myths & Truths Revisited
    • Why Use SharePoint to Manage Email?
      • Centralizes content on secure company servers
      • User based selection ensures “important” content is stored
      • Supports sharing of email across the enterprise
      • Email becomes “structured” enterprise content with metadata
      • Body & attachment become searchable, findable, & reusable
      • Advantages of version control & history features
      • Content types support retention policies
      • Improved collaboration, knowledge management, & ECM
  • The Myths & Truths Revisited
    • Myth #3 – Email-Enabled Lists Are a SharePoint Must
      • Truth #3 – Use with caution: to be successful, email-enabled lists require management & oversight to scale past a few thousand items
    • Myth #4 – Managed Folders Solve All Archiving Needs
      • Truth #4 – Managed Folders can work well, but require a solid information architecture design & trained admins who understand how to manage scalability
    • Myth #5 – Keep all Emails & Attachments in One Place
      • Truth #5 – Limit the number of items in one list and/or use views, folders, & queries to improve performance
  • Colligo Tips & Tricks For Email in SharePoint HOST: Barry Jinks President & CEO Colligo Networks, Inc.
  • Tip #1 – Make it Easy to Manage Email in SharePoint
    • To Boost Adoption, Make it Easy for Users
    • Contributor Add-In for Outlook
      • SharePoint interface embedded in Outlook
      • 2-way synch to document libraries (and lists)
      • Easy email drag-and-drop within Outlook folder tree
      • Content type selection at time of drag-and-drop
      • Automatic message field extraction (To, From, Date, etc.)
      • Immediate application of custom metadata
    • Supports Archival, Collaboration, & DM Applications
  • Tip #1 – Make it Easy with Drag-and-Drop
  • Tip #1 – Make Metadata Easy to Capture & Set
  • Tip #1 – Make it Easy to Access SharePoint Content
  • Tip #2 – Fill the Gaps with a SharePoint Add-In
    • Colligo Contributor for Notes Application Migration
      • Integrate Outlook email & SharePoint applications in one UI
      • Support for custom lists, content types, metadata, & views
      • Rich desktop client: right-click, drag-and-drop, etc.
      • Offline caching for mobile workers
    Total Client Solution Outlook + Contributor Email + Applications =
  • Tip #2 – Fill the Gaps with a SharePoint Add-In
    • Colligo Contributor Supports SharePoint Features Used to Migrate Notes Applications
  • Tip #2 – Fill the Gaps with a SharePoint Add-In Outlook Exchange Notes Domino SharePoint Applications Email Contributor
  • Tip #3 – Drag-and-drop to SharePoint Folders in Outlook
    • Drawbacks of Sending to Email-Enabled Lists
      • Stores as .EML (will not open in Outlook)
      • Attachments stripped off & stored separately
      • Users cannot specify content type or metadata at “save” time
    • Advantages of Outlook Add-In for Email Management
      • Stores body & attachments as .MSG ( will open in Outlook)
      • Users specify content type & metadata at “save” time
      • Automatically extracts email properties as metadata
      • Outlook rules can automate email copy / move operation
  • Tip #4 – Let Users Self-Provision SharePoint Folders
    • Reduce Workload for IT
      • Users link SharePoint lists & libraries to Outlook on their own
      • Security trimmed – supports SharePoint user privileges
    • Flexibility in Classifying Content
      • Users select retention regime through content types
      • Default metadata specified at the folder level
    • SharePoint Experience in Outlook
      • SharePoint-like interface in Outlook
      • Access to content, metadata, views, documents, & forms
      • Eliminates context switching to browser
  • Tip #5 – Boost Performance With Caching & Metadata
    • Caching Content Can Improve Performance
      • Rich client much faster than browser access
      • Views & filters render quickly
      • Content is opened instantly with double click
      • Users can rely on consistent UI performance, online or offline
      • Ability to set metadata when content is saved leads to better classification
  • Customer Case Study: KPMG Denmark
    • Business Challenges
      • Wireless access too slow or unavailable at client offices
      • Email retention required for engagement management
      • Auditors add final files to SharePoint only at engagement end
      • Challenges: below optimal productivity, security, & compliance
    • Colligo Contributor Increases Auditor Productivity
      • Improved productivity with offline SharePoint at client offices
      • Enhanced client service with access to all relevant information
      • Boosted SharePoint adoption with easy drag-and-drop
      • Increased the # of emails/working papers in SharePoint
      • Improved data centralization & security for compliance
  • Next Steps
    • > Get 30-Day Free Trial – Contributor Add-In
    • > Access Webinar Recording
    • > Download Webinar Whitepaper
    • > Contact Presenters
      • Joel Oleson
      • Sr. Product Manager
      • Quest Software
      • [email_address]
      • Barry Jinks
      • President & CEO
      • Colligo Networks
      • [email_address]
    www.colligo.com/webinars/EmailTruths