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Webinar: You made the move
to Office 365—now what?
@bniauli
n
Head of Product
Benjamin Niaulin
Webinar:YoumadethemovetoOffice365—nowwhat?
Ok, so you’ve gone through the
checklist
Webinar:YoumadethemovetoOffice365—nowwhat?
And moved to Office 365, but stayed
like before
So now,
what?
Webinar:YoumadethemovetoOffice365—nowwhat?
Webinar:YoumadethemovetoOffice365—nowwhat?
The Modern Workplace
Fundamental change in how we work
Webinar:YoumadethemovetoOffice365—nowwhat?
From IT
team to
Product
Team
Cross-
Product
Governance
Intent-Driven
vs
Technology-
Driven
Classic
to Modern
Adopting the modern workplace
Webinar:YoumadethemovetoOffice365—nowwhat?
Webinar:YoumadethemovetoOffice365—nowwhat?
What do we mean by Classic
SharePoint?
Webinar:YoumadethemovetoOffice365—nowwhat?
What do we mean by Modern
SharePoint?
Webinar:YoumadethemovetoOffice365—nowwhat?
What do we mean by Modern
SharePoint?
Webinar:YoumadethemovetoOffice365—nowwhat?
What’s gone?
• Most Popular Items
• Tree View
• Publishing*
• Ribbon
• “Get Started with your
site”
• RSS Feed
• Content Organizer
• Tags and Notes
Complicated to Simple
https://msdn.microsoft.com/en-us/pnp_articles/modern-experience-customizations-customize-
sites
SharePoint Customizations
I
• SharePoint Designer
• InfoPath
• SharePoint Workflows
• Sandbox Solutions
• Custom Actions
Classic Modern
• SharePoint Framework
(SPFx)
• PowerApps
• Microsoft Flow
Webinar:YoumadethemovetoOffice365—nowwhat?
https://sharepointlookbook.azurewebsites.net/
Webinar:YoumadethemovetoOffice365—nowwhat?
Going FLAT to go Modern
Subsites & Modern
O365 Groups only
work
with Top Level sites
Rethink architecture
with Hub Sites
Intent-Driven
Webinar:YoumadethemovetoOffice365—nowwhat?
Microsoft’s vision is not a top down
architecture
http://aka.ms/PlanningSPhubsites
Webinar:YoumadethemovetoOffice365—nowwhat?
Changing how you do Governance
From product focused:
Webinar:YoumadethemovetoOffice365—nowwhat?
Changing how you do Governance
To intent-focus:
So I started asking the question:
on or off?
Webinar:YoumadethemovetoOffice365—nowwhat?
So I looked at my data
Webinar:YoumadethemovetoOffice365—nowwhat?
Naming conventionsLifecycle management for Office365 Groups
Prevention of content duplicationClassification
Content location for hybrid environments
Ownership regulations/Permission management
Webinar:YoumadethemovetoOffice365—nowwhat?
Webinar:YoumadethemovetoOffice365—nowwhat?
Creation permissions
Naming policy
Expiration policy
Soft delete and restore
Guest access
Reporting
Policies and information protection
Azure AD access reviews
Upgrade DLs to groups in Outlook
Managing and governing Office 365 groups
at scale
Group creation policy
Webinar:YoumadethemovetoOffice365—nowwhat?
• Originally created as a setting in an OWA mailbox policy
• OWA mailbox policy is still used for OWA and Outlook 2016
• New implementation as an Azure Active Directory settings object
• Used to control the ability to create groups through Planner, Dynamics CRM, Power BI and the
Outlook Groups app
• Will eventually control the ability to create groups everywhere
• Basic idea:
• Decide to implement a block on general group creation
• Define a list of users who are permitted to create groups (in an AAD distribution group or Office 365
Group)
• Create directory setting object and update settings to implement block by restricting creation to
permitted list
• Clients and integrations access AAD to retrieve directory settings and implement block/permitted list
Group creation policy
Webinar:YoumadethemovetoOffice365—nowwhat?
Connect to Azure AD
Retrieve template id
Prepare new setting object
Update settings to block
creation and assign
permitted list
Create the directory
setting object
[PS] C:> Connect-MsolService
[PS] C:> $Policy = Get-MsolSettingTemplate –TemplateId
62375ab9-6b52-47ed-826b-58e47e0e304b
[PS] C:> $Setting = $Policy.CreateSettingsObject()
[PS] C:> $Setting[“EnableGroupCreation”] = "false"
[PS] C:> $Setting[“GroupCreationAllowedGroupId”] =
"a3c13e4d-7083-4448-9224-287f10f23e10"
[PS] C:> New-MsolSettings –SettingsObject $Setting
This is the object id of the
group that contains the
permitted list
Group creation policy
Webinar:YoumadethemovetoOffice365—nowwhat?
Retrieve ID for current settings
Retrieve existing settings
Set new values
Update directory setting
object
[PS] C:> $SettingID = (Get-MsolAllSettings –TargetType
Groups).ObjectID
[PS] C:> $ExistingSettings = Get-MsolSettings -SettingId
$SettingID
[PS] C:> $Values = $ExistingSettings.GetSettingsValue()
[PS] C:> $Values[“UsageGuidelinesUrl”] =
“http://office365exchange.com/GroupGuidelines.html"
[PS] C:> $Values[“ClassificationList”] = “General Usage,
External Access, Internal Only, Confidential”
[PS] C:> Set-MsolSettings -SettingId $SettingID -
SettingsValue $Values
Include usage guidelines and Group
classifications in the directory setting object
Group naming policy
Webinar:YoumadethemovetoOffice365—nowwhat?
• Stored in Exchange organization
configuration setting
• Also used by email DLs
• Common implementations:
• Include prefix in name “GRP – group name”
• Include department in name “ Operations – group
name”
• Set through EAC or PowerShell
• Administrator can override to create a group named
according to their requirements
• Set-OrganizationConfig
-DistributionGroupNamingPolicy “GRP - <Department>
<GroupName>"
Warning: Use the same policy on
both sides of a hybrid deployment!
Identifying Inactive Groups
Webinar:YoumadethemovetoOffice365—nowwhat?
• Check audit records for
SharePoint file activity in
document library with
Search-UnifiedAuditLog
• Check the number and
last date of
conversations in group
mailbox with Get-
MailboxFolderStatistic
See script at https://gallery.technet.microsoft.com/Check-
for-obsolete-Office-c0020a42
Office 365 Groups and Compliance
Webinar:YoumadethemovetoOffice365—nowwhat?
• Use functionality delivered through Security &
Compliance Center rather than individual
workloads
• Exchange eDiscovery and in-place hold can include group mailboxes
• Exchange retention policies don’t process group mailboxes
• SharePoint eDiscovery cases support group document libraries
• SCC Content searches
• Can search both group mailboxes and document libraries
• SCC Preservation policies
• Can place holds on group mailboxes and document libraries
• SCC eDiscovery
• Cases can use group mailboxes and document libraries as sources
• Unified DLP policies
Webinar:YoumadethemovetoOffice365—nowwhat?
• Sensitive Groups can be hidden (from GAL and
membership)
• Set-UnifiedGroup
-HiddenFromAddressListsEnabled $True
–HiddenGroupMembershipEnabled
• Caveat: Make sensitive groups private to avoid casual
searches for confidential documents
• Good idea for users to mark secret groups as favorites so
they are easily accessible in all clients
• The CalendarMemberReadOnly flag can be set with Set-UnifiedGroup to stop
members deleting calendar items in sensitive groups
Secret Groups
Webinar:YoumadethemovetoOffice365—nowwhat?
• Dynamic Office 365 Groups are implemented through
queries executed against Azure Active Directory
• The queries defining group membership can only be created and maintained through
AAD console
• Requires AAD Premium license for every account that comes in scope for a query
used by a dynamic Office 365 Group
• E.g. “All Company” group for 10,000 user company = $60,000/month cost
• Cost is not an issue if the organization uses AAD Premium licenses for other
reasons (like writeback for hybrid synchronization, password self-service, or the
Enterprise Mobility Suite)
Dynamic Groups
Webinar:YoumadethemovetoOffice365—nowwhat?
• Requires PowerShell
• Default Domain + Primary SMTP + Group ID
• Email address templates dictate the form of email
addresses assigned to new groups
• Not retrospectively applied
Multi-domain support
[PS] C:> New-EmailAddressPolicy –Name MarketingGroups
–IncludeUnifiedGroupRecipients
–EnabledEmailAddressTemplates "SMTP:@Marketing.MyDomain.com",
"smtp:@AnotherDomain.com"
-ManagedByFilter {Department –eq "Marketing"} –Priority 1
Webinar:YoumadethemovetoOffice365—nowwhat?
• Restricted version of browser “Files” view can be accessed
by guest users
• Can access cloudy attachments
• Can’t see full tenant GAL
• Can’t access conversations
• Restricted view of group members
• No mobile access
• No access from Outlook
• No way to block specific guest users
• Design issue: should you allow guest users access to “full”
groups or “special” groups
Guest user access
User managed
• Guest inviter role -
Setup a policy so that
users with this role
can only invite guest
• This can be set using
user AD properties
such - Title, Job
Description
Policies for Guest Access - Best
Practices
Webinar:YoumadethemovetoOffice365—nowwhat?
Reach
Title = manager Guests
Domain
managed
• Admins can create an
allow/deny list of
external partner
domains that can be
added as guests.
User Guests
IT approved list of domains
Group level
• Manage guest
access at Group
Level
Only IT Admin Guests
I recommend you:
I
Figure out what your provisioning
cycle looks like to be ready for
self-service later on.
Plan Provisioning
Webinar:YoumadethemovetoOffice365—nowwhat?
What is your Office 365 Groups
expiry and retention policy?
Keep visibility on growing
environment.
Modernize
This is bigger than Classic to
Modern SharePoint. It’s the
architecture, going flat and using
Office 365 Groups.
Modernize
The self-service nature of
Microsoft Teams can only be
successful if you planned
accordingly.
Enable Microsoft Teams
They create, collaborate and
distribute. They also need to
validate all is ok. Activity, Sharing
and other things happening in
their group.
Make Owners Accountable
Beyond individual products,
make sure the right
Classifications, Labels, External
Sharing, etc… policies are in
place.
Cross-Product Governance
But I also recommend you re-evaluate
how IT is done
IWebinar:YoumadethemovetoOffice365—nowwhat?
Stop looking into how to do IT,
rather look up how Product
Teams work in the software
world.
IT in the Modern Workplace is
about the service (product) you
give to them and them buying
into it.
Become a Product
Team
A framework that focuses on
the customer, in your case it
might be your end user.
What are they trying to
achieve beyond their ”ask for a
site”.
Free book :
https://jobs-to-be-done-
book.com
Jobs-to-be-Done
Webinar:YoumadethemovetoOffice365—nowwhat?
Curated content to help you get there
https://sharegate.com/curated
@bniauli
n
Thank you
Deploy Microsoft
Teams and stay in
control
Register now
sharegate.com/webinar-microsoft-teams

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Webinar: You made the move to Office 365—now what?

  • 1. Webinar: You made the move to Office 365—now what?
  • 7. Fundamental change in how we work Webinar:YoumadethemovetoOffice365—nowwhat?
  • 8. From IT team to Product Team Cross- Product Governance Intent-Driven vs Technology- Driven Classic to Modern Adopting the modern workplace Webinar:YoumadethemovetoOffice365—nowwhat?
  • 12. Webinar:YoumadethemovetoOffice365—nowwhat? What’s gone? • Most Popular Items • Tree View • Publishing* • Ribbon • “Get Started with your site” • RSS Feed • Content Organizer • Tags and Notes
  • 13. Complicated to Simple https://msdn.microsoft.com/en-us/pnp_articles/modern-experience-customizations-customize- sites SharePoint Customizations I • SharePoint Designer • InfoPath • SharePoint Workflows • Sandbox Solutions • Custom Actions Classic Modern • SharePoint Framework (SPFx) • PowerApps • Microsoft Flow Webinar:YoumadethemovetoOffice365—nowwhat?
  • 15. Webinar:YoumadethemovetoOffice365—nowwhat? Going FLAT to go Modern Subsites & Modern O365 Groups only work with Top Level sites Rethink architecture with Hub Sites
  • 17. Webinar:YoumadethemovetoOffice365—nowwhat? Microsoft’s vision is not a top down architecture http://aka.ms/PlanningSPhubsites
  • 20. So I started asking the question: on or off? Webinar:YoumadethemovetoOffice365—nowwhat?
  • 21. So I looked at my data Webinar:YoumadethemovetoOffice365—nowwhat?
  • 22. Naming conventionsLifecycle management for Office365 Groups Prevention of content duplicationClassification Content location for hybrid environments Ownership regulations/Permission management Webinar:YoumadethemovetoOffice365—nowwhat?
  • 23. Webinar:YoumadethemovetoOffice365—nowwhat? Creation permissions Naming policy Expiration policy Soft delete and restore Guest access Reporting Policies and information protection Azure AD access reviews Upgrade DLs to groups in Outlook Managing and governing Office 365 groups at scale
  • 24. Group creation policy Webinar:YoumadethemovetoOffice365—nowwhat? • Originally created as a setting in an OWA mailbox policy • OWA mailbox policy is still used for OWA and Outlook 2016 • New implementation as an Azure Active Directory settings object • Used to control the ability to create groups through Planner, Dynamics CRM, Power BI and the Outlook Groups app • Will eventually control the ability to create groups everywhere • Basic idea: • Decide to implement a block on general group creation • Define a list of users who are permitted to create groups (in an AAD distribution group or Office 365 Group) • Create directory setting object and update settings to implement block by restricting creation to permitted list • Clients and integrations access AAD to retrieve directory settings and implement block/permitted list
  • 25. Group creation policy Webinar:YoumadethemovetoOffice365—nowwhat? Connect to Azure AD Retrieve template id Prepare new setting object Update settings to block creation and assign permitted list Create the directory setting object [PS] C:> Connect-MsolService [PS] C:> $Policy = Get-MsolSettingTemplate –TemplateId 62375ab9-6b52-47ed-826b-58e47e0e304b [PS] C:> $Setting = $Policy.CreateSettingsObject() [PS] C:> $Setting[“EnableGroupCreation”] = "false" [PS] C:> $Setting[“GroupCreationAllowedGroupId”] = "a3c13e4d-7083-4448-9224-287f10f23e10" [PS] C:> New-MsolSettings –SettingsObject $Setting This is the object id of the group that contains the permitted list
  • 26. Group creation policy Webinar:YoumadethemovetoOffice365—nowwhat? Retrieve ID for current settings Retrieve existing settings Set new values Update directory setting object [PS] C:> $SettingID = (Get-MsolAllSettings –TargetType Groups).ObjectID [PS] C:> $ExistingSettings = Get-MsolSettings -SettingId $SettingID [PS] C:> $Values = $ExistingSettings.GetSettingsValue() [PS] C:> $Values[“UsageGuidelinesUrl”] = “http://office365exchange.com/GroupGuidelines.html" [PS] C:> $Values[“ClassificationList”] = “General Usage, External Access, Internal Only, Confidential” [PS] C:> Set-MsolSettings -SettingId $SettingID - SettingsValue $Values Include usage guidelines and Group classifications in the directory setting object
  • 27. Group naming policy Webinar:YoumadethemovetoOffice365—nowwhat? • Stored in Exchange organization configuration setting • Also used by email DLs • Common implementations: • Include prefix in name “GRP – group name” • Include department in name “ Operations – group name” • Set through EAC or PowerShell • Administrator can override to create a group named according to their requirements • Set-OrganizationConfig -DistributionGroupNamingPolicy “GRP - <Department> <GroupName>" Warning: Use the same policy on both sides of a hybrid deployment!
  • 28. Identifying Inactive Groups Webinar:YoumadethemovetoOffice365—nowwhat? • Check audit records for SharePoint file activity in document library with Search-UnifiedAuditLog • Check the number and last date of conversations in group mailbox with Get- MailboxFolderStatistic See script at https://gallery.technet.microsoft.com/Check- for-obsolete-Office-c0020a42
  • 29. Office 365 Groups and Compliance Webinar:YoumadethemovetoOffice365—nowwhat? • Use functionality delivered through Security & Compliance Center rather than individual workloads • Exchange eDiscovery and in-place hold can include group mailboxes • Exchange retention policies don’t process group mailboxes • SharePoint eDiscovery cases support group document libraries • SCC Content searches • Can search both group mailboxes and document libraries • SCC Preservation policies • Can place holds on group mailboxes and document libraries • SCC eDiscovery • Cases can use group mailboxes and document libraries as sources • Unified DLP policies
  • 30. Webinar:YoumadethemovetoOffice365—nowwhat? • Sensitive Groups can be hidden (from GAL and membership) • Set-UnifiedGroup -HiddenFromAddressListsEnabled $True –HiddenGroupMembershipEnabled • Caveat: Make sensitive groups private to avoid casual searches for confidential documents • Good idea for users to mark secret groups as favorites so they are easily accessible in all clients • The CalendarMemberReadOnly flag can be set with Set-UnifiedGroup to stop members deleting calendar items in sensitive groups Secret Groups
  • 31. Webinar:YoumadethemovetoOffice365—nowwhat? • Dynamic Office 365 Groups are implemented through queries executed against Azure Active Directory • The queries defining group membership can only be created and maintained through AAD console • Requires AAD Premium license for every account that comes in scope for a query used by a dynamic Office 365 Group • E.g. “All Company” group for 10,000 user company = $60,000/month cost • Cost is not an issue if the organization uses AAD Premium licenses for other reasons (like writeback for hybrid synchronization, password self-service, or the Enterprise Mobility Suite) Dynamic Groups
  • 32. Webinar:YoumadethemovetoOffice365—nowwhat? • Requires PowerShell • Default Domain + Primary SMTP + Group ID • Email address templates dictate the form of email addresses assigned to new groups • Not retrospectively applied Multi-domain support [PS] C:> New-EmailAddressPolicy –Name MarketingGroups –IncludeUnifiedGroupRecipients –EnabledEmailAddressTemplates "SMTP:@Marketing.MyDomain.com", "smtp:@AnotherDomain.com" -ManagedByFilter {Department –eq "Marketing"} –Priority 1
  • 33. Webinar:YoumadethemovetoOffice365—nowwhat? • Restricted version of browser “Files” view can be accessed by guest users • Can access cloudy attachments • Can’t see full tenant GAL • Can’t access conversations • Restricted view of group members • No mobile access • No access from Outlook • No way to block specific guest users • Design issue: should you allow guest users access to “full” groups or “special” groups Guest user access
  • 34. User managed • Guest inviter role - Setup a policy so that users with this role can only invite guest • This can be set using user AD properties such - Title, Job Description Policies for Guest Access - Best Practices Webinar:YoumadethemovetoOffice365—nowwhat? Reach Title = manager Guests Domain managed • Admins can create an allow/deny list of external partner domains that can be added as guests. User Guests IT approved list of domains Group level • Manage guest access at Group Level Only IT Admin Guests
  • 35. I recommend you: I Figure out what your provisioning cycle looks like to be ready for self-service later on. Plan Provisioning Webinar:YoumadethemovetoOffice365—nowwhat? What is your Office 365 Groups expiry and retention policy? Keep visibility on growing environment. Modernize This is bigger than Classic to Modern SharePoint. It’s the architecture, going flat and using Office 365 Groups. Modernize The self-service nature of Microsoft Teams can only be successful if you planned accordingly. Enable Microsoft Teams They create, collaborate and distribute. They also need to validate all is ok. Activity, Sharing and other things happening in their group. Make Owners Accountable Beyond individual products, make sure the right Classifications, Labels, External Sharing, etc… policies are in place. Cross-Product Governance
  • 36. But I also recommend you re-evaluate how IT is done IWebinar:YoumadethemovetoOffice365—nowwhat? Stop looking into how to do IT, rather look up how Product Teams work in the software world. IT in the Modern Workplace is about the service (product) you give to them and them buying into it. Become a Product Team A framework that focuses on the customer, in your case it might be your end user. What are they trying to achieve beyond their ”ask for a site”. Free book : https://jobs-to-be-done- book.com Jobs-to-be-Done
  • 37. Webinar:YoumadethemovetoOffice365—nowwhat? Curated content to help you get there https://sharegate.com/curated
  • 39. Deploy Microsoft Teams and stay in control Register now sharegate.com/webinar-microsoft-teams

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