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Are you using Office 365 Groups yet?
You should be!
Introduction
Matt Greene
Engagement Manager at Netwoven
mgreene@netwoven.com
Over 6 years experience in Building and
Delivering SharePoint Solutions
Show of Hands
Agenda
21 3
How Business Works Today
 Request Distribution List for Messaging
 Get SharePoint site for files
 Create project plan
 Manually manage permissions on content
 Ramp up new team members based on previous group
discussions
 Apply and manage policies on content
 Manually manage membership and access on Distribution
Lists
Working in the Past
Business Challenges
of employees believe IT is
ineffective at providing
collaboration, data analysis,
and mobility capabilities.
Working Today with Office 365 Groups
Hub for Teamwork
Teams
Co-Author
Office Apps
Connect Across
the Organization
Yammer
Intranets &
Content Management
SharePoint
Email & Calendar
Outlook
Office 365 Groups
Single team membership
across apps and services
Microsoft Graph
Suite-wide intelligence
connecting people and content
Security and Compliance
Centralized policy management
Office 365 Groups is a Membership Service
One identity Federated resources Loose coupling
Azure AD is the master for group
identity & membership
Office 365 services extend with
their data
Service notify each other of
changes to a group
Demo
How do I manage Groups at scale?
OPEN
• Everyone can create groups (default).
• Using all teamwork apps to meet their diverse needs.
• Consistent classification and policy enforcement.
CONTROLLED
• Creation is limited to certain business units/users.
• Progressively expand self-service during O365 apps onboarding.
• Guide users to collaboration choices.
Processes in place
Reporting &
monitoring
Change
management
Tools to manage groups
Expiration Policy
Admins set a duration to expire groups and group owners need
to attest the continuing need for their group.
Naming Policy
Naming convention set on display name and alias during
create/edit imposing custom blocked word check
Groups reporting
Admins can view the total groups vs. active groups and the
activity across group workloads.
Soft Delete and Restore
Admins and IWs can soft delete groups, and the groups and it
contents across workloads will be stored for 30days.
Security group for Group Creation
Set up a security group which is allowed to create groups
Pro Tip: use a dynamic security group!
How can you ensure it is rolled out in a
controlled fashion?
?
Scope group creation to a pre-determined set
of users.
Incrementally expand access before enabling
self-service for entire organization.
Group Creation
Permissions
Creation Policies
Set up a security group which is allowed
to create groups.
Hidden Membership
Hide the Office 365 group members
from users who aren’t members of the
group.
Dynamic Membership
Admins can define groups with rule-based
memberships using the Azure
Management Portal or via PowerShell.
Enforce a consistent naming strategy for
O365 groups created across all group
workloads (Outlook, SharePoint, Microsoft
Teams, Planner, etc.)
Group Naming Policy
IT admin can override
Selective admin roles can override the
naming conventions and blocked words
check
Custom Blocked Words Check
Upload your organization specific
blocked words to restrict usage
Force a Naming Convention
Prefixes and Suffixes to identify creator
and user intent. Use fixed strings or Azure
AD user attributes
Manage group content produced by setting up retention policies
to keep what you want and get rid of what you don’t need.
Admins can now create Office 365 Groups retention policies that
apply to the group’s shared inbox and files in one step using the
Office 365 Security & Compliance Center.
With labels, you can classify Office 365 Groups emails and
documents across your organization for governance, and
enforce retention rules based on that classification.
Group Policies &
Information Protection
Usage Guidelines
You can define usage guidelines for
Office 365 Groups—to educate your
users about best practices and internal
content policies.
Guest Expiry
Automatically enforce guest access
review with expiration policies that group
owners must respond to.
Default Classification
create a customizable data classification
system for Office 365 Groups, such as
unclassified, corporate confidential or top
secret.
How can I manage unused groups?
?
Manage group lifecycle and clean unused O365 groups across all
group workloads (Outlook, SharePoint, MS Teams, Planner, etc.)
Group Expiration Policy
Notify Group Owners to
Renew the expired groups
Owners get notified by email to renew
the expiring group incase they still need
to use it
Apply expiration policy to
specific groups
Admins can select a specific set of groups
and apply the policy to those
Expire Groups older than a
specific period
Admins can expire groups created older
than x days
Owners can restore expired
groups that are soft deleted
If the group expires and gets soft
deleted, owners can still restore the
group
Retain group workload content in soft deleted state for 30 days after deletion
No more complex scripts needed to retrieve content of accidentally deleted
groups. Restore groups and its content across workloads by a click in admin
center or a simple PowerShell commandlet
Soft Delete and Restore
Hard Delete the group
Admin can permanently delete the soft
deleted group
Restore the soft deleted group
Admin can restore the soft deleted group
and its contents within 30 days of
deletion
Deleted group content across
workloads is stored for 30days
Any group that is deleted is stored in a
separate container for 30 days
Demo
How can I audit user actions and gain
insight on group activity?
?
View which groups are active in your organization so
that you can act on inactive groups
View storage used by group mailboxes and group
sites so that you can clean up unused groups and
reclaim storage space
Groups Admin Reporting
Group storage
View the group mailbox storage used
and the group site storage used
Group Activity across
workloads
View group activity across Group
mailbox, SharePoint sites and Yammer
groups
Total Groups vs Active Groups
View the total groups created and how
many are active
Groups Admin Reporting – Workload Activity
Groups Activity across workloads
Admin can view group activity across Group mailbox Conversations, Group site/files activity, Yammer group activity
Auditing
Audit Logs in the Azure AD Admin
Portal
Audit Log Search in Security and
Compliance Center
Group Activities that are logged
• Added group
• Updated group
• Deleted group
• Added member to group
• Removed member from group
Demo
Office 365 Groups Roadmap
Rolling Out
• Expiration policy
• Naming policy
• Guest expiry
• Guest allow/deny for individuals & domains
• Default classification and classification description
In Development
• Expiration policy: In-app renewal & custom email
notification
• Yammer: SharePoint DocLib as default file store;
naming policy; guest access
• Teams: Guest access; larger team size
• Multi-geo: Enable the geo positioning of group
created in EXO & SPO based on the creator’s data
at rest location
• SharePoint: Connect an existing site to a new
group; manage group sites via SharePoint admin
center; select site designs
Getting Started
 Establish Business pilot goals and make sure IT and
Business are committed to executing the pilot.
 Create a pilot roll out plan in partnership with Active
Directory, Exchange, and SharePoint administrators
 Deploy ProPlus for latest Outlook 2016
 Amplify successful groups and demonstrate value to
other departments
 Upgrade existing Distribution Lists (DL) & SharePoint
team site
Upgrade Distribution Lists to groups in Outlook
• Can do it in one click via Exchange Admin
Portal
• Automatically provisions other Group assets
(Planner, Team Site, etc.)
Connect existing sites to Office 365 groups
• Site collection administrators can connect sites
to groups
• Only top-level team sites (STS#0 template) are
eligible
• Respect current permissions hierarchy
Thank you
Thank You to Our Sponsors
Join us right after at The Blue Prynt
Socialize and unwind after our day of learning.
Blue Prynt Restaurant & Bar
815 11th St, Sacramento, CA 95814
bluepryntsacramento.com
Thank you for joining us today!
Don’t Forget SharePint
References
Group Naming Policy: FAQs
What if our user attributes are quite long? Will it impact group creation?
Yes, group alias is restricted to 64 chars and group name to 256 chars. So longer user attributes used as prefixes/suffixes could block group creation in
your organization
Can we use extension attributes and custom attributes?
Extension attributes and custom attributes are currently not supported
Can we have different naming policies for each group workload?
No, this will be a tenant wide policy and will apply to all group workloads
Can we create rule based policy where we can apply prefixes only for users in a specific department?
We currently do not support rule based policy application. We suggest that you leverage user attributes for these scenarios
Is this a premium feature?
Yes, Group naming policy requires Azure AD Premium P1 license for unique users that are members of Office 365 groups in tenants.
Group Expiration Policy: FAQs
Can I set an option to expire groups that are inactive?
This is not currently supported. The expiration policy is applied based on group creation date.
Can we change the expiry notification intervals?
The expiry notification intervals are fixed to 30 days, 15 days and 1 day prior to expiry and cannot be changed.
Can we apply expiration policy to specific group workloads?
The expiration policy applies to all groups workloads and it cannot be set for specific group workloads.
What happens to expiring groups if I have setup an Advanced retention policy in Security and Compliance Portal?
When a group expires and gets soft deleted, the group’s conversations in mail box and files in the group site are retained in the retention container for
the specific number of days defined in the retention policy. Refer link for more details.
Is this a premium feature?
Yes, Group expiration policy requires Azure AD Premium P1 license for unique users that are members of Office 365 groups in tenants.
Soft Delete and Restore : FAQs
Can I change the soft deletion period of 30 days?
The soft deletion period is fixed to 30 days. The soft deleted group content is retained only for 30 days. After 30 days, the group content across
workloads is permanently deleted.
Can I restore a soft deleted group, if another group with the same name exists?
Restore will fail with an appropriate error. You would need to rename or delete the new group with the same name so that the soft deleted group can
be restored.
Can I soft delete a group if the group mailbox is on legal hold?
The group can be soft deleted and can be restored within 30 days. But the group cannot be hard deleted. So after 30 days in soft delete, only group
mailbox can be restored and all other group workload content will be permanently deleted.
Can I soft delete a group if I have setup an Advanced retention policy in the Security and Compliance Center?
The group can be soft deleted and restored within 30 days. The group’s mailbox and site content moves to a retention container which can be retrieved
by eDiscovery. Refer to this link for more details.
Soft Delete and Restore
Office Documentation
https://support.office.com/en-us/article/Restore-a-deleted-Office-365-Group-b7c66b59-657a-4e1a-8aa0-
8163b1f4eb54
Azure AD Documentation
https://docs.microsoft.com/en-us/azure/active-directory/active-directory-groups-restore-azure-portal
MS graph API Documentation
https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/api/directory_deleteditems_restore
Exchange Online PowerShell
https://technet.microsoft.com/en-us/library/mt784604(v=exchg.160).aspx
Group Expiration Policy
Office Documentation
https://support.office.com/article/8d253fe5-0e09-4b3c-8b5e-f48def064733
Azure AD Documentation
https://docs.microsoft.com/en-us/azure/active-directory/active-directory-groups-lifecycle-azure-portal
MS graph API Documentation
https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/grouplifecyclepolicy
PowerShell Module
https://www.PowerShellgallery.com/packages/AzureADPreview/2.0.0.137
PowerShell Documentation
https://docs.microsoft.com/en-us/PowerShell/module/azuread/?view=azureadps-2.0-
preview&branch=master#groups
Group Naming Policy
Office Documentation
https://support.office.com/article/Office-365-Groups-Naming-Policy-6ceca4d3-cad1-4532-9f0f-d469dfbbb552
Information Protection
Data Classification and Usage Guidelines
https://docs.microsoft.com/en-us/azure/active-directory/active-directory-accessmanagement-groups-settings-
cmdlets
Retention Policies
https://support.office.com/en-us/article/Overview-of-retention-policies-5e377752-700d-4870-9b6d-
12bfc12d2423?ui=en-US&rs=en-US&ad=US
Label Management
https://support.office.com/en-us/article/Overview-of-labels-af398293-c69d-465e-a249-d74561552d30?ui=en-
US&rs=en-US&ad=US

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Office 365 Groups - SharePoint Saturday Sacramento 2017

  • 1. Are you using Office 365 Groups yet? You should be!
  • 2. Introduction Matt Greene Engagement Manager at Netwoven mgreene@netwoven.com Over 6 years experience in Building and Delivering SharePoint Solutions
  • 6.  Request Distribution List for Messaging  Get SharePoint site for files  Create project plan  Manually manage permissions on content  Ramp up new team members based on previous group discussions  Apply and manage policies on content  Manually manage membership and access on Distribution Lists Working in the Past
  • 7. Business Challenges of employees believe IT is ineffective at providing collaboration, data analysis, and mobility capabilities.
  • 8. Working Today with Office 365 Groups Hub for Teamwork Teams Co-Author Office Apps Connect Across the Organization Yammer Intranets & Content Management SharePoint Email & Calendar Outlook Office 365 Groups Single team membership across apps and services Microsoft Graph Suite-wide intelligence connecting people and content Security and Compliance Centralized policy management
  • 9. Office 365 Groups is a Membership Service One identity Federated resources Loose coupling Azure AD is the master for group identity & membership Office 365 services extend with their data Service notify each other of changes to a group
  • 10. Demo
  • 11. How do I manage Groups at scale? OPEN • Everyone can create groups (default). • Using all teamwork apps to meet their diverse needs. • Consistent classification and policy enforcement. CONTROLLED • Creation is limited to certain business units/users. • Progressively expand self-service during O365 apps onboarding. • Guide users to collaboration choices. Processes in place Reporting & monitoring Change management
  • 12. Tools to manage groups Expiration Policy Admins set a duration to expire groups and group owners need to attest the continuing need for their group. Naming Policy Naming convention set on display name and alias during create/edit imposing custom blocked word check Groups reporting Admins can view the total groups vs. active groups and the activity across group workloads. Soft Delete and Restore Admins and IWs can soft delete groups, and the groups and it contents across workloads will be stored for 30days. Security group for Group Creation Set up a security group which is allowed to create groups Pro Tip: use a dynamic security group!
  • 13. How can you ensure it is rolled out in a controlled fashion? ?
  • 14. Scope group creation to a pre-determined set of users. Incrementally expand access before enabling self-service for entire organization. Group Creation Permissions Creation Policies Set up a security group which is allowed to create groups. Hidden Membership Hide the Office 365 group members from users who aren’t members of the group. Dynamic Membership Admins can define groups with rule-based memberships using the Azure Management Portal or via PowerShell.
  • 15. Enforce a consistent naming strategy for O365 groups created across all group workloads (Outlook, SharePoint, Microsoft Teams, Planner, etc.) Group Naming Policy IT admin can override Selective admin roles can override the naming conventions and blocked words check Custom Blocked Words Check Upload your organization specific blocked words to restrict usage Force a Naming Convention Prefixes and Suffixes to identify creator and user intent. Use fixed strings or Azure AD user attributes
  • 16. Manage group content produced by setting up retention policies to keep what you want and get rid of what you don’t need. Admins can now create Office 365 Groups retention policies that apply to the group’s shared inbox and files in one step using the Office 365 Security & Compliance Center. With labels, you can classify Office 365 Groups emails and documents across your organization for governance, and enforce retention rules based on that classification. Group Policies & Information Protection Usage Guidelines You can define usage guidelines for Office 365 Groups—to educate your users about best practices and internal content policies. Guest Expiry Automatically enforce guest access review with expiration policies that group owners must respond to. Default Classification create a customizable data classification system for Office 365 Groups, such as unclassified, corporate confidential or top secret.
  • 17. How can I manage unused groups? ?
  • 18. Manage group lifecycle and clean unused O365 groups across all group workloads (Outlook, SharePoint, MS Teams, Planner, etc.) Group Expiration Policy Notify Group Owners to Renew the expired groups Owners get notified by email to renew the expiring group incase they still need to use it Apply expiration policy to specific groups Admins can select a specific set of groups and apply the policy to those Expire Groups older than a specific period Admins can expire groups created older than x days Owners can restore expired groups that are soft deleted If the group expires and gets soft deleted, owners can still restore the group
  • 19. Retain group workload content in soft deleted state for 30 days after deletion No more complex scripts needed to retrieve content of accidentally deleted groups. Restore groups and its content across workloads by a click in admin center or a simple PowerShell commandlet Soft Delete and Restore Hard Delete the group Admin can permanently delete the soft deleted group Restore the soft deleted group Admin can restore the soft deleted group and its contents within 30 days of deletion Deleted group content across workloads is stored for 30days Any group that is deleted is stored in a separate container for 30 days
  • 20. Demo
  • 21. How can I audit user actions and gain insight on group activity? ?
  • 22. View which groups are active in your organization so that you can act on inactive groups View storage used by group mailboxes and group sites so that you can clean up unused groups and reclaim storage space Groups Admin Reporting Group storage View the group mailbox storage used and the group site storage used Group Activity across workloads View group activity across Group mailbox, SharePoint sites and Yammer groups Total Groups vs Active Groups View the total groups created and how many are active
  • 23. Groups Admin Reporting – Workload Activity Groups Activity across workloads Admin can view group activity across Group mailbox Conversations, Group site/files activity, Yammer group activity
  • 24. Auditing Audit Logs in the Azure AD Admin Portal Audit Log Search in Security and Compliance Center Group Activities that are logged • Added group • Updated group • Deleted group • Added member to group • Removed member from group
  • 25. Demo
  • 26. Office 365 Groups Roadmap Rolling Out • Expiration policy • Naming policy • Guest expiry • Guest allow/deny for individuals & domains • Default classification and classification description In Development • Expiration policy: In-app renewal & custom email notification • Yammer: SharePoint DocLib as default file store; naming policy; guest access • Teams: Guest access; larger team size • Multi-geo: Enable the geo positioning of group created in EXO & SPO based on the creator’s data at rest location • SharePoint: Connect an existing site to a new group; manage group sites via SharePoint admin center; select site designs
  • 27. Getting Started  Establish Business pilot goals and make sure IT and Business are committed to executing the pilot.  Create a pilot roll out plan in partnership with Active Directory, Exchange, and SharePoint administrators  Deploy ProPlus for latest Outlook 2016  Amplify successful groups and demonstrate value to other departments  Upgrade existing Distribution Lists (DL) & SharePoint team site
  • 28. Upgrade Distribution Lists to groups in Outlook • Can do it in one click via Exchange Admin Portal • Automatically provisions other Group assets (Planner, Team Site, etc.)
  • 29. Connect existing sites to Office 365 groups • Site collection administrators can connect sites to groups • Only top-level team sites (STS#0 template) are eligible • Respect current permissions hierarchy
  • 31. Thank You to Our Sponsors
  • 32. Join us right after at The Blue Prynt Socialize and unwind after our day of learning. Blue Prynt Restaurant & Bar 815 11th St, Sacramento, CA 95814 bluepryntsacramento.com Thank you for joining us today! Don’t Forget SharePint
  • 34. Group Naming Policy: FAQs What if our user attributes are quite long? Will it impact group creation? Yes, group alias is restricted to 64 chars and group name to 256 chars. So longer user attributes used as prefixes/suffixes could block group creation in your organization Can we use extension attributes and custom attributes? Extension attributes and custom attributes are currently not supported Can we have different naming policies for each group workload? No, this will be a tenant wide policy and will apply to all group workloads Can we create rule based policy where we can apply prefixes only for users in a specific department? We currently do not support rule based policy application. We suggest that you leverage user attributes for these scenarios Is this a premium feature? Yes, Group naming policy requires Azure AD Premium P1 license for unique users that are members of Office 365 groups in tenants.
  • 35. Group Expiration Policy: FAQs Can I set an option to expire groups that are inactive? This is not currently supported. The expiration policy is applied based on group creation date. Can we change the expiry notification intervals? The expiry notification intervals are fixed to 30 days, 15 days and 1 day prior to expiry and cannot be changed. Can we apply expiration policy to specific group workloads? The expiration policy applies to all groups workloads and it cannot be set for specific group workloads. What happens to expiring groups if I have setup an Advanced retention policy in Security and Compliance Portal? When a group expires and gets soft deleted, the group’s conversations in mail box and files in the group site are retained in the retention container for the specific number of days defined in the retention policy. Refer link for more details. Is this a premium feature? Yes, Group expiration policy requires Azure AD Premium P1 license for unique users that are members of Office 365 groups in tenants.
  • 36. Soft Delete and Restore : FAQs Can I change the soft deletion period of 30 days? The soft deletion period is fixed to 30 days. The soft deleted group content is retained only for 30 days. After 30 days, the group content across workloads is permanently deleted. Can I restore a soft deleted group, if another group with the same name exists? Restore will fail with an appropriate error. You would need to rename or delete the new group with the same name so that the soft deleted group can be restored. Can I soft delete a group if the group mailbox is on legal hold? The group can be soft deleted and can be restored within 30 days. But the group cannot be hard deleted. So after 30 days in soft delete, only group mailbox can be restored and all other group workload content will be permanently deleted. Can I soft delete a group if I have setup an Advanced retention policy in the Security and Compliance Center? The group can be soft deleted and restored within 30 days. The group’s mailbox and site content moves to a retention container which can be retrieved by eDiscovery. Refer to this link for more details.
  • 37. Soft Delete and Restore Office Documentation https://support.office.com/en-us/article/Restore-a-deleted-Office-365-Group-b7c66b59-657a-4e1a-8aa0- 8163b1f4eb54 Azure AD Documentation https://docs.microsoft.com/en-us/azure/active-directory/active-directory-groups-restore-azure-portal MS graph API Documentation https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/api/directory_deleteditems_restore Exchange Online PowerShell https://technet.microsoft.com/en-us/library/mt784604(v=exchg.160).aspx
  • 38. Group Expiration Policy Office Documentation https://support.office.com/article/8d253fe5-0e09-4b3c-8b5e-f48def064733 Azure AD Documentation https://docs.microsoft.com/en-us/azure/active-directory/active-directory-groups-lifecycle-azure-portal MS graph API Documentation https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/grouplifecyclepolicy PowerShell Module https://www.PowerShellgallery.com/packages/AzureADPreview/2.0.0.137 PowerShell Documentation https://docs.microsoft.com/en-us/PowerShell/module/azuread/?view=azureadps-2.0- preview&branch=master#groups
  • 39. Group Naming Policy Office Documentation https://support.office.com/article/Office-365-Groups-Naming-Policy-6ceca4d3-cad1-4532-9f0f-d469dfbbb552
  • 40. Information Protection Data Classification and Usage Guidelines https://docs.microsoft.com/en-us/azure/active-directory/active-directory-accessmanagement-groups-settings- cmdlets Retention Policies https://support.office.com/en-us/article/Overview-of-retention-policies-5e377752-700d-4870-9b6d- 12bfc12d2423?ui=en-US&rs=en-US&ad=US Label Management https://support.office.com/en-us/article/Overview-of-labels-af398293-c69d-465e-a249-d74561552d30?ui=en- US&rs=en-US&ad=US