SharePoint 2013, Yammer and Office 365 product families bring new capabilities for content sharing, finding, organizing, and authoring. They also create new challenges. The move to the cloud and the integration of SharePoint with the enterprise social network with yammer, and have made this release so profound and disruptive to the business. In this session we'll dig into planning and strategy for social architectures around both business process and the technologies to help ensure compliance and success. Social enterprise technology is transformative and will lead to more agile business when used correctly, but a disaster and chaos when not used properly.

1. SharePoint 2013 and Yammer
Enterprise Social Compliance
Joel Oleson
Director Technical Evangelism
ViewDo Labs
@joeloleson
CollabShow.com
Tweetme: @joeloleson #SPCon13

2. Tweetme: @joeloleson #SPCon13

3. SharePoint Joel
“Most Connected man in SharePoint”
3
• Forbes: #1 SharePoint Influencer 2012
• Voted Most Popular SharePoint Blog 2012
SharePointJoel.com now CollabShow.com
• Global Epic Traveler - TravelingEpic.com - Over 110 UN
Countries
http://www.collabshow.com
http://viewdolabs.com

4. Agenda
• SharePoint 2013 & Office 365 compliance
features
• eDiscovery across multiple SharePoint farms
and Exchange servers
• Information Architecture / Social Architecture
• Yammer Compliance Considerations
• Social Roles & Responsibilities
• Third Party Considerations
Tweetme: @joeloleson #SPCon13

5. Understanding Compliance
The act or process of doing what you have been
asked or ordered to do…
- Merriam Webster's Dictionary
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6. IT Governs Tools Not People
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7. SharePoint ECM Features Over Time
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8. SharePoint 2013 eDiscovery
• The eDiscovery Center - central SharePoint site used to manage
preservation, search, and export of content stored in Exchange and
SharePoint across SharePoint farms and Exchange servers.
• SharePoint In-Place Hold - preserves entire SharePoint sites. InPlace Hold protects all documents, pages, and list items within the
site but allows users to continue to edit and delete preserved
content.
• Exchange In-Place Hold - preserves Exchange mailboxes. In-Place
Hold protects all mailbox content through the same UI and APIs
used to preserve SharePoint sites.
• Query-based preservation - allows users to apply query filters to
one or more Exchange mailboxes and SharePoint sites and restrict
the content that is held.
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9. Create an eDiscovery Center
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10. eDiscovery Center
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12. eDiscovery across On Prem & Cloud
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14. Retention Policies
• The Retention policy feature lets you define retention
stages, with an action that happens at the end of each
stage. The actions that can occur at the end of a stage
include the following:
–
–
–
–
–
–
–
–
Moving the item to the Recycle Bin
Permanently deleting the item
Transferring the item to another location
Starting a workflow
Skipping to the next stage
Declaring the item to be a record
Deleting all previous drafts of the item
Deleting all previous versions of the item
Tweetme: @joeloleson #SPCon13

16. “Controlling Social is like Herding Cats”
http://www.youtube.com/watch?v=Pk7yqlTMvp8
cc EDS Video

17. Conductor…
http://www.ted.com/talks/itay_talgam_lead_like_the_great_conductors.html

18. Business Governs People Not Tools

19. Key Roles
Role
Description
Responsibilities
Community
Manager(s)
Responsible for managing the
Yammer community
(Typically from Communications or
Marketing)
Vision/Strategy, User Account
mgmt, manages adoption & policy
enforcement
Yambassadors
Business embedded influencers who
have strong use of the platform
Provide vision and direction for
their business units. Explain soc
bus value. Report policy violations
Group Admins
Manage groups on Yammer and
cultivate conversation within teams
and groups
Keeps harmony within the group.
Monitors conversation and
engages.
User who has a good understanding
for creating polls, following topics,
noteboards and leveraging the
platform
Keep policies and engage with the
community
Installs apps, configures webparts,
AD sync, Profile config
Manages Technical requirements.
Power
User/Contributors
Sys Admin

20. The Problem with Social…
So much of the intellectual property in a
company is tied up in the interactions between
people. We see it crisscross many organizations
today as email and attachments… We see it
show up as conversations and documents in the
network.
Jared Spataro, Sr. Director Office Divison, “Putting Social
To Work”
http://blogs.technet.com/b/microsoft_blog/archive/2012/11/12/putting-social-to-work.aspx
Tweetme: @joeloleson #SPCon13

21. Go Yammer!
Yammer is our big bet for enterprise social, and
we're committed to making it the underlying social
layer for all of our products. It will power the social
experiences in SharePoint, Office 365, Dynamics,
and more.
-- Jared Spataro, Senior Director, Microsoft Office
Division
http://blogs.office.com/b/sharepoint/archive/2013/03/19/yammer-and-sharepointenterprise-social-roadmap-update.aspx
Tweetme: @joeloleson #SPCon13

22. Yammer of the Future…

23. Yammer Security
• Monitor Keywords
• All connections are SSL
• Encrypted Email TLS transport if you
support it on your side
• All data is considered
• Yammer’s offsite SSAE16 SOC1 data
center provides 24/7/365 video
surveillance, biometric + pin-based locks
• Data is backed up multiple times per day
strong disk encryption. Backup SSH
• Internal and external vulnerability scans
and penetration tests
• Third-party in-depth quarterly security
reviews

24. Security Standards…
• Single Sign-On (SSO)
– Yammer supports SAML 1.1/2.0-based SSO on all web, desktop and mobile
clients.
• Password Policies
– Set password policies for length, expiration and complexity to match your
company password policies.
• Logical Firewall
– Restrict access to a specified IP range so that your network is only accessible in
designated physical locations or through your organization’s VPN.
• Session Management
– Session management tools let admins see the devices users are logged
into, and log them out if needed. Admins can close open sessions for any users
in their network by destroying OAuth tokens.
• Manage and Integrate Apps
– For your network, and gain access to advanced tools like SharePoint, Microsoft
Dynamics, Single Sign-On, and Active Directory Sync.

25. Information Architecture

26. Cloud Enterprise Information
Architecture
Structured
Unstructured
Intranet
Central Portal
SharePoint 2013
• Search
• News
• Navigation
On
Prem
Departmental
Sites
SharePoint 2013
• Department ECM
• Doc Mgmt
• Workflows
• Custom Apps
Cloud
Groups and Team
Sites & Workspaces
Personal Storage
Fav & Follows
Yammer
• Groups
Office 365
• Team Sites
• Email
•
•
•
•
•
•
SkyDrive Pro
My Site
My Tasks
My Documents
Docs I’m following
People I’m following

27. Enterprise Information Architecture
Structured
Intranet
Central Portal
SharePoint 2013
• Search
• News
• Navigation
On
Prem
Departmental
Sites
SharePoint 2013
• Department ECM
• Doc Mgmt
• Workflows
• Custom Apps
Cloud
Unstructured
Groups and Team
Sites & Workspaces
(Non Customized
Light branding)
Yammer
• Groups
Office 365
• Team Sites
Personal Storage
Fav & Follows
•
•
•
•
•
•
SkyDrive Pro
My Site
My Tasks
My Documents
Docs I’m following
People I’m following

28. Hybrid Enterprise Information
Architecture
Structured
Unstructured
Intranet
Central Portal
SharePoint 2013
• Search
• News
• Navigation
On
Prem
Departmental
Sites
SharePoint 2013
• Department ECM
• Doc Mgmt
• Workflows
• Custom Apps
Cloud
Groups and Team
Sites & Workspaces
Personal Storage
Fav & Follows
Yammer
• Groups
Office 365
• Team Sites
• Email
•
•
•
•
•
•
SkyDrive Pro
My Site
My Tasks
My Documents
Docs I’m following
People I’m following

29. Third Party Tools Examples
• SharePoint Governance and Compliance
– Metalogix
– AvePoint
• SharePoint Encryption and Security
– Cipherpoint
– Stealth Software
• Yammer Analytics and Compliance
– ViewDo Labs
– Good Data

31. Takeaways… Q&A
• Join the SharePoint & Office 365 community
on Yammer http://yammer.com/spyam
• More on Social Compliance at collabshow.com
• Discover and build credibility with your
leaders and influencers across the business
• Don’t CONTROL – Govern… Lead.

32. Free Yammer Analytics App –
ViewPoint Freemium
http://viewdolabs.com

33. Tweetme: @joeloleson #SPCon13