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Understanding Operating in the Hybrid Cloud – Office 365 & SharePoint 2013 – EPC Group Strategies

Posted by Errin O'Connor on Aug, 03, 2016 07:08

Understanding Operating in the Hybrid Cloud – EPC Group Case Study

This blog post will provide “from the consulting trenches” (Hybrid Cloud) strategies and granular details of EPC Group’s approach to the new Hybrid Office 365 and/or SharePoint 2013 architecture’s growing proliferation and how it may affect your organization.

Hybrid Governance Fundamentals

Users that Ignore Governance and Planning for the Real World

If it’s easy to get around it, they will:

  1. To ensure it will happen, enforce it transparently
  2. If it’s too complex, it won’t happen
  3. Strike a balance between:

Note: Always consider compliance around HIPAA, PHI, and PII related data in Office 365 and/or SharePoint 2013.

EPC Group’s Hybrid Governance Framework

  • Step 1 – Understand what to Enforce
  • Step 2 – Balance the enforcement
  • Step 3 – How and where to enforce
  • Step 4 – Prioritize the enforcement solutions
  • Step 5 – Continue to Review and Enforce

When and What to Enforce – EPC Group Framework

Governance FeatureEnforce NothingEnforce SomethingEnforce Everything
PIIPolicy Document (‘here’s our policy on exposing PII’)Monthly Audit (manual or physical; random or comprehensive)Automated Audit on Upload
Site QuotaNo Quotas or Suggested QuotasTiered Options;business rulesCharge-back model
Site CreationTraining on Where it GoesIT creates for youFully automated with workflow
Site ExpirationAt owner discretionManual email sent to site owners asking..Automated notification/expiration based on business rules
Site RemovalUp to ownerIT manually removes/archivesAutomated deletion/archival based on business rules / workflow


What to Enforce – What is the Balance (EPC Group Framework Example)

Governance FeatureEnforce NothingEnforce SomethingEnforce Everything
Site TemplatesLet users pick from laundry listLimit list of templatesAutomatically pick site template based on business rules
Metadata /DocumentClassificationUsers pick metadata columns & manually enter metadataDocument Library templates and managed metadataAutomated metadata population; automated business rule enforcement
Site ClassificationGovernance DocumentSite Label (i.e. HBI/MBI/LBI)Automated site placement based on user input & verification
Mission Critical ClassificationGovernance DocumentIT manually creates site in “special” environmentAutomated site placement bin redundant data-center based on user input & verification


Enforcement Scope – How to Enforce (EPC Group Example)

Governance Provisioning Tools (EPC Group Example)

Object in SharePoint 2013 and/or Office 365AutomatableCreate Site CollectionsCreate Sub WebsCreate HierarchyAvailable onOffice 365
People | My Sites | Social????
Web Parts | Apps??
List Templates (STP and XML)??
Web Templates (WSP and XML)???
Site Quotas??
Web Event Receivers???
SPD Workflows and Actions??? *?
Feature Stapling???? *
Site Definitions????
Timer Jobs????
Custom Site Provisioning Handlers????


Matching the Policy to the Office 365 and/or SharePoint 2013 Scope (EPC Group Example)

Policy TypeScopePossible Options
Security\ Identity ManagementFarmWeb ApplicationProvisioning workflowsTimer JobsWeb application policesDNS/Infrastructure
Reactive reportingFarmWeb ApplicationSites/WebsTimer JobsExternal DatabaseEvent Receivers
ProactiveSites/WebsCustom FormsEvent ReceiversFeature ReceiversCustom Field Controls
AuditingFarmWeb ApplicationTimer JobsExternal Database
ChangesSites/WebFeaturesControl Delegates

Considerations in Complex Environments

Frequently Asked Questions of EPC Group

EPC Group’s Nationally Recognized Practice Areas

EPC Group leading SharePointOffice 365Infrastructure Design and Business Intelligence Practice areas continue to lead the way in providing our clients with the most up-to-date and relevant information that is tailored to their individual business and functional needs.

Additional “From the Consulting Trenches” strategies and methodologies are covered in EPC Group’s new book, “SharePoint 2013 Field Guide: Advice from the Consulting Trenches” covering not only SharePoint 2013, Office 365 and SharePoint Online but Information Management, ECM\RM and overall compliance strategies in this ever changing world of “Hybrid IT.”