Where does the search title come from- (11)Blog post: 1 minute read.

I’m spending some time learning about the new unified Retention policies in Office 365. I really like the unified approach for retention and deletion policies as it is a “one-stop shop” to encompass all services across O365 including:

  • Exchange email
  • SharePoint sites
  • OneDrive accounts
  • Office 365 groups
  • Skype for Business
  • Exchange public folders

Over the past few years I’ve learned a lot about the Information Management discipline and how the new O365 collaboration services are disrupting their world in a big way. Information Management teams will need to translate their organization’s retention schedule into the capabilities of the Retention Labels/Policies feature in the Security & Compliance center in Office 365. Depending on the regulatory requirements of an organization, this task will range in complexity. Continue reading “Office 365: Certificate of Destruction”

Office 365: Certificate of Destruction

Where does the search title come from- (9)

Blog post: 3 minute read.

Azure Information Protection(AIP) is a cloud-based solution that helps protect an organization’s documents and emails. AIP provides protection for your data in 3 main ways:

  • Classification and Labeling
    • allows you to classify data at time of creation/modification and stores a label embedded directly as metadata in files and email headers as clear text. This allows other services (Data Loss Prevention for example) to read the classification and take further action. Due to the fact the label is in clear text and stored with the document, it remains protected regardless of its location. Refer to my recent blog post: AIP Labels: Keep it Simple (or KISS).
  • Protection and Use Rights
    • optionally protects data by persistent encryption and allows only authorized users to access. This ensures data is protected at all times regardless of where its stored or with whom its shared. The protection technology uses Azure Rights Management (Azure RMS) in the cloud and Active Directory Azure Rights Management (AD RMS) on-premises.
  • Tracking and reporting
    • provides the ability for users to track their documents and revoke access if they suspect risky behaviours.

This blog post will address the last bullet above – document tracking. Continue reading “Tracking documents with Azure Information Protection”

Tracking documents with Azure Information Protection

Preservation Policies in O365 (3)Blog post: 3 minute read.

Retention. It’s not the most exciting topic in the world of Office 365, but it is a very important one. It’s the feature that ensures your organization is keeping things for as long as you should and, just as important, disposing of things as soon as you should. My current focus within Office 365 is to understand the new Retention features and how they work across the O365 collaboration services.

Retention OptionRetention policies are administered from the Security and Compliance Center in O365 within the Data governance section. Whether the policy has been defined via a published label (Label Retention across O365) or by creating one directly within this Retention section, they will all appear on this page. A Retention policy can include content from not only Exchange mailboxes, public folders, Skype conversations, SharePoint sites and OneDrive for Business content but also Office 365 Group mail and files. A retention policy is the only feature that can both retain and delete content across Office 365. As content is spread across these services, this is your “one-stop shop” for retention. A very good thing.

Here is the official Microsoft link describing what a retention policy is and when you might want to have one: Overview of retention policies.

Follow along for a quick walk-thru of adding a retention policy for an O365 Group’s site and the ‘magic’ behind the scenes. Continue reading “Retention in O365. The new way.”

Retention in O365. The new way.

AIP and Retention Labels: What’s the diff?

by Joanne C KleinBlog post: 2 minute read.

Are you suffering from label confusion in Office 365? Well I sure was. I set out to understand what all these labels were being used for and what the relationship, if any, was between them. In this post, I’ll use real-world examples to illustrate the differences between the two types of labels.

AIP Labels

Azure Information Protection (AIP) labels are used to apply a sensitivity setting to documents across Office 365. They are defined in the Azure Information service of the Azure portal. (Read my post on how to get started with AIP labels) When applied, it appears as a sensitivity setting in the UI ribbon (in the Office client) and is stored in clear text as a property in the document backstage in ‘Advanced Properties’. The label can be manually set by an end-user, can be recommended to an end-user based on document/email content or it can be automatically based on document/email content (based on an appropriate O365 license). Continue reading “AIP and Retention Labels: What’s the diff?”

Label Retention across O365

Retention labels across O365
Blog Post: 2 minute read.

Today I had the opportunity to try out the new label feature in the Office 365 Security & Compliance center for classifying data. This is not to be confused with labels you can apply in Azure Information Protection (AIP) as I’ve previously blogged about (AIP Labels: Keep it Simple). The retention labels I’m discussing in this post can be applied across Exchange, OneDrive, SharePoint and Office 365 Groups and retention can be applied based on this classification.

Check out this article by Microsoft explaining this feature: Overview of Labels.

Labels are configured in the Classifications section in the Security & Compliance Center in O365. First you add labels(1) and then you publish them as policies(2). This makes them available to apply to content. Below are 4 label policies I’ve defined in my tenant to cover different content and retention scenarios:

S&C Centre Publish Labels

Retention labels in O365

I’m a SharePoint gal from a ways back and I’m familiar with the traditional retention options available in SharePoint so I set out to discover how this new technique worked. Microsoft’s guidance is to start using these labels rather than In place records management and Record Centers for retention and Information Management Policies for deletion so I wanted to start thinking about how labels may affect the setup of  libraries, sites, and even content types in SharePoint in the future. Continue reading “Label Retention across O365”

AIP Labels: Keep it Simple (or KISS)

AIP Labels- Keep it Simple (or KISS)

Blog Post: 3 minute read.

Have you been tasked with implementing Azure Information Protection (AIP) in your organization? If the KISS principle ever applied to anything in the O365 service, it definitely applies to the AIP world of classification and labeling. Get too complicated and  your users will hate the control “IT” is forcing upon them and will look to other tools to “get the job done”.

What is Azure Information Protection (AIP)? It lets organizations classify, label, and protect data at the time of creation or modification. With AIP, users can:

  • Classify data based on sensitivity, and add labels – manually or automatically
  • Protect data using encryption, authentication and use rights
  • Enable intuitive, non-intrusive experience for end-users

-Microsoft Azure Information Protection team

In AIP, you use labels to apply classification to documents and emails. The labels are stored in clear text as either metadata in files (you’ll see the label as a sensitivity property in Advanced properties) or in email headers to allow other services (DLP, custom solutions, etc.) to identify the classification and take appropriate action.

What are some strategies you can use to keep your AIP deployment simple? Read on. Continue reading “AIP Labels: Keep it Simple (or KISS)”

SharePoint Permission Tips for Site Owners

SharePoint Permission TipsIf you grant SharePoint users the Full Control permission level in a SharePoint site this gives them the ability to administer their own site, including permissions. You will likely find yourself needing to facilitate a “SharePoint Permissions 101” training session at some point. I’ve given a few of these sessions and there are some common questions I consistently hear from site owners; this post will list these questions and my answer for each.

Note: This applies to standard SharePoint sites and NOT a SharePoint site provisioned with an Office 365 Group. In an Office 365 Group site, permission administration is accomplished using different methods.


“Who can edit SharePoint group membership?”

4OptionsYou determine this by clicking Site permissions under the Users and Permissions group in Site settings of any site. You will see a list of all SharePoint groups defined for the current site. If you click into any one of the SharePoint groups and then select the Group Settings ribbon option shown beside the blue star you can see who has the ability to edit that SharePoint group’s membership. Continue reading “SharePoint Permission Tips for Site Owners”

Simple Office 365 Setup Tips for an SMB

Getting a Small Business Organized with Office 365Blog post: 2 minute read.

[Update: April 14, 2017 – Social Media added]

I’m a small business owner with a mighty staff of one. 🙂 I’m also an O365 consultant with an Office 365 Business Essentials tenant. This gives me the opportunity to eat some of my own cooking when it comes to O365 adoption and setting up my tenant to work effectively for me and my business. In this post I’ll share some simple tips for SMBs when setting up their own O365 tenants to help streamline some typical processes.

I’ll cover these things:

  • Provision those Office 365 Groups!
  • Stay on task with Planner Hub
  • Staying organized for speaking and travel
  • Keeping track of receipts
  • Social media [New]

Have an idea for your own tenant that would work for an SMB? Let me know! I’d love to hear your ideas…

Continue reading “Simple Office 365 Setup Tips for an SMB”

SharePoint Fest Denver 2017

DenverCityI’m thrilled to announce I will be giving 2 presentations in Denver at the SP Fest conference that runs from May 30 thru June 2, 2017 in the Colorado Convention Center. This will be my first visit to Colorado and I’m so excited to go!

I’m doing 2 sessions while in Denver. Details are below…


Information Management and Governance in O365

What does Information Management and Governance mean within the context of O365? What are the tools that allow us to manage it? In this session we’ll talk about the traditional ways we’ve approached this discipline and how the new collaboration world is disrupting this.

Organizations need to empower employees to reap the benefits of new collaboration tools in the digital workplace, but they can’t compromise the security, compliance and protection of corporate assets while doing it.

Capabilities are being rolled out to help organizations keep both managed and unmanaged content secure and compliant throughout O365. We’ll talk about setting organizations up for success on all fronts from an Information Management perspective.


How to Build a SharePoint Search-Driven Website

What does it mean to build a search-driven website in SharePoint and why is this better than the traditional approach of site design? In this session you will learn the value-add of this design architecture and how to build search-driven sites in SharePoint using cross-site publishing and author-in-place features. This approach not only improves the experience for content authors but also provides dynamic, tailored pages for content consumers, all done by leveraging SharePoint search and managed metadata as the underlying mechanism.

I’ll walk thru an end-to-end example of designing, authoring and publishing content as well as customizing search webparts to demonstrate how you can use this technique to keep your site dynamic and personalized. This is a no-code session!

Features demonstrated: Cross-site publishing, Author-in-place, Managed Metadata, Search, Content Search webpart.


Curious about either of my sessions? Well sign up and join me!

For more information about the event and to register, click HERE.
-JCK

Meeting Minutes OneNote Tip!

Meeting Minutes OneNote Tip!Blog post: 2 minute read.

I read in a recent blog post by PC World that “OneNote is the best Microsoft program you’re likely not using”. I’m not sure whether this is true or not but for those of you who are regular OneNote users, this post is for you. For those of you who are not regular users of this program, I encourage you to check it out – it’s a great productivity tool.

Here is a simple, effective, timesaving tip for sharing meeting minutes from OneNote. Although the features used to do this are not new, I find myself regularly showing this tip to users who are unaware of this handy integration. This would be great to share in a “Tips & Tricks with OneNote” training session! Continue reading “Meeting Minutes OneNote Tip!”