Office 365 is a fast-growing cloud platform that provides the tools that every business needs for success. However, organizations in regulated industries considering, or using, Office 365 need to understand the compliance-related standards that Office 365 does and does not meet and how to fill in the gaps with the right type of solutions.

1. LIVE WEBINAR
AUGUST 11, 2015
SOLVING COMPLIANCE ISSUES FOR
OFFICE 365 ENVIRONMENTS
THE ARCHIVING PLATFORM
WELCOME! – OUR PROGRAM WILL BEGIN SHORTLY…

2. THE ARCHIVING PLATFORM
LET’S GET STARTED! - A FEW HOUSEKEEPING ITEMS BEFORE WE CONTINUE…
SOLVING COMPLIANCE ISSUES FOR
OFFICE 365 ENVIRONMENTS
LIVE WEBINAR
AUGUST 11, 2015

3. SPEAKERS FOR TODAY’S WEBINAR
DAN FOX
SOLUTION ARCHITECT & SENIOR TECHNICAL RESOURCE
MIKE PAGANI
SR. DIR. OF PRODUCT MARKETING & CHIEF EVANGELIST

4. BRIEF INTRO
ABOUT SMARSH
THE ISSUE OF
COMPLIANCE IN
OFFICE 365
ENVIRONMENTS
SOLUTIONS TO
ADDRESS
THE ISSUES
+
Q&A
AGENDA FOR TODAY’S WEBINAR
4

5. BRIEF INTRO ABOUT SMARSH

6. WHO WE ARE
• Leading Comprehensive Archiving Platform
• Focus on Financial Services and other regulated industries
including mortgage, lending, healthcare and public sector
• Founded in 2001
• Headquartered in Portland, Oregon with offices throughout
the USA and UK/EMEA
• 20,000+ customers with 95% retention, averaging a 20+
year lifetime value
6
THE
ARCHIVING
PLATFORM

7. THE ISSUE OF COMPLIANCE IN
OFFICE 365 ENVIRONMENTS

8. 8
ANALYST
VIEWPOINT
“Office 365 is arguably the most successful of the various business-
grade, cloud-based communication and collaboration services
currently available.”
Michael Osterman,
President and founder of Osterman Research

9. 9
ANALYST
VIEWPOINT
Michael Osterman,
President and founder of Osterman Research
“Compliance-related issues, whether driven by statutory regulations or
legal requirements, are an essential consideration for companies
across a wide range of industries.”

10. 10
ANALYST
VIEWPOINT
Michael Osterman,
President and founder of Osterman Research
“Even though Office 365 has many useful features and functions and
addresses some compliance issues well, it has a number of limitations.
Organizations that encounter these limitations will need to use third-party
compliance capabilities to fully satisfy their regulatory and legal obligations.”

11. • Exchange Online “inbox” oriented archiving is the Microsoft approach
• Expect sluggish search and data production performance
• Limited reporting (2 reports) and no ability to save searches
• E-discovery searches are manual one time events, expect to run several searches to
compile data needed for a discovery event
• Legal hold limited to 5 holds per message (1 already used for archiving policy)
• Not a solution for Yammer and Lync/Skype for Business content types
• Does not address compliance and discovery for non-Microsoft content types
COMPLIANCE & DISCOVERY CHALLENGES
11
KEY ISSUES & LIMITATIONS

12. SOLUTIONS + Q&A

13. SEARCH POLICIES
CASES ADMIN &
REPORTING
• Immutable retention across a broad range of content types
• Archived content is indexed/search-ready for rapid access
• Policy-driven message supervision/review for compliance
• Powerful search and case management for discovery events
• Cloud-based for rapid deployment and optimal scalability
• Investment-enhancing policy tuning to reduce false-positives
WE ARCHIVE EVERYTHING
13
COMPREHENSIVE
ARCHIVING
THE
ARCHIVING
PLATFORM

14. SPECIALIZED ADD-ON MODULES
CORE PLATFORM CAPABILITIES + MODULES = ENHANCED PLATFORM EXPERIENCE
SUPERVISION
DISCOVERY
PERSONAL ARCHIVE
• Queues
• Dashboards
• Team-based
reviewer workflows
CORE PLATFORM
+
+
+
• Faceted search
• Enhanced case
management
• Legal holds
• Secure personal
access to
archived email
• Self-service
enhanced
archive search
capabilities from
any device
• Search ready content
• Policies, Cases & Roles
• Admin & Reporting
CORE PLATFORM
14

15. 15
SUPPORTED CONTENT & STRATEGY
THE ARCHIVING PLATFORM
Exchange
Office365
Lotus
Google
Groupwise
Skype
Skype for Business
Microsoft Lync
AOL
Yahoo
QQ
Cisco Jabber
Thomson Reuters
Bloomberg
Pivot
ICE Chat
FactSet
Yammer
LinkedIn
Facebook
Twitter
Salesforce Chatter
Instagram
iPhone
Android
Blackberry
AT&T
(carrier)
Websites
Blogs
COMING SOON SharePoint
EMAIL IM SOCIAL MOBILE WEBVOICE/AUDIO FILES VIDEOS
YouTube
Vimeo
via standardized ingestion API
+
15

16. DIRECT MESSAGE INGESTION
16
SKYPE FOR
BUSINESS ONLINE
THE
ARCHIVING
PLATFORM
Smarsh
Ingestion Service
The Archiving
Platform™
Office 365
*User A
User B
* Configured to
archive messages
in The Archiving Platform
Archiving
copy
Indexed and
policy-checked
Search/Review
SUPERVISION
& DISCOVERY

17. • How we add users for specific content types to archive
• Policies and how to establish them for automated message supervision
• Team-based message review/queue functionality
• Universal search capabilities for discovery/case management
WE ARCHIVE EVERYTHING
17
LIVE DEMONSTRATION
THE
ARCHIVING
PLATFORM

18. • Robust policy-driven message supervision/review for regulated organizations with integrated
case management and production for discovery-related events
• Support for Yammer and Skype – not just Exchange Online and SharePoint
• Direct ingestion into the archive retaining context – not flattened into email format
• The Archiving Platform™ supports content types beyond Office 365
• Cloud-based archiving service aligns with Office 365 cloud-based approach for
communications and collaboration – versus legacy on-premise archiving products
COMPREHENSIVE COMPLIANCE, DISCOVERY AND PRODUCTIVITY
18
ADDING VALUE TO
OFFICE 365
ENVIRONMENTS
THE
ARCHIVING
PLATFORM

19. ADDITIONAL INFO
19
RESOURCES NOW AVAILABLE
OSTERMAN RESEARCH THE ROLE OF THIRD PARTY TOOLS FOR O365 COMPLIANCE
www.smarsh.com/whitepapers/the-role-of-third-party-tools-for-office-365-compliance/
SMARSH 2015 ELECTRONIC COMMUNICATIONS COMPLIANCE SURVEY REPORT
www.smarsh.com/2015compliancesurvey

20. THE ARCHIVING PLATFORM
Q&A
SOLVING COMPLIANCE ISSUES FOR
OFFICE 365 ENVIRONMENTS

21. THE ARCHIVING PLATFORM
THANK YOU!
SOLVING COMPLIANCE ISSUES FOR
OFFICE 365 ENVIRONMENTS