SharePoint 2016:What’s New For Legal?

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About BA Insight Software portfolio extends SharePoint to provide internet-like search experiences Hundreds of successful enterprise implementations; dozens at top law firms

Agenda for Today’s Discussion• What’s New for 2016?

• Improved User Experience

• Hybrid Experiences

• Compliance & Reporting

• Preparing for SharePoint 2016

• Q & A and Next Steps

Q2 CY 2016Q1 CY 2016Q4 CY 2015

SharePoint2016ReleaseTimeline

SharePoint 2016 Preview

SharePoint Server 2016 Public Beta

RTM

IT Preview 8/24SCOM Pack 9/8Office Online Server Preview 9/11

Timing running earlier than Microsoft announced

What’s New in SharePoint 2016 and How Should Your Firm Take Advantage?

7

What does Cloud Inspired architecture mean for you and your users?

?

Will Microsoft Matter Center make a difference for my attorneys & staff?

?

Are the new Compliance and Reporting features right for my firm?

?

What can I do to prepare for moving to the newest version of SharePoint?

?

SharePoint Server 2016

8

Will Microsoft Matter Center make a difference for my attorneys & staff?

?

Are the new Compliance and Reporting features right for my firm?

?

What can I do to prepare for moving to the newest version of SharePoint?

?

What does Cloud Inspired architecture mean for you and your users?

?

Matter Center has the potential for use in multiple scenarios, but limitations continue to be uncovered asRollout nears A

Enterprise class features developed in the cloud, and now available in both on premises andhybrid scenarios ?A

Retention and deletion policies can now help protect your data both on premises and in hybrid scenarios A

We’ll prepare you with the knowledge to decide which features and deployment scenarios are bestfor your firm A

Cloud Updates within Office 365 Monthly updatesDeliver new features and value

Updated automaticallyRoadmap at roadmap.office.com

2015 Q3 2015 Q4 2016 Q1 2016 Q2

On Premises Updates New features and value at major releasesApproximately 2-3 year cycle

Interim Service PacksNext Release: Public Beta Q4, 2015; GA Q2

2016

Release Cadence

Get Ready for Monthly Updates, especially for Hybrid

Improved Installation Experience New server role installation wizard makes deployment easier than

ever Single Server Install option is removed out-of-the-box, but is still

possible by installing as a "Special Role”; Full version of SQL Server is still required

New "MinRole" capability which helps to scale operations; Services are consolidated into 3 categories: 1) User Roles 2) Robot Service Roles 3) Cache Services Roles

MinRoles help to enforce tier-based best practices our of the box, and can be changed post-installation via configuration

MinRole Roles and Services

Application

Specialized Load

Distributed Cache

Web Front-End

Description

Services end user requests. Servers assigned to this role are optimized for low latency.

Services backend jobs or the requests triggered by backend jobs. Servers assigned to this role are optimized for high throughput.

Reserved for services that needed to be isolated from other services. 3rd party applications, etc.

Serves distributed cache for the farm. Servers assigned to this role can load balance end user requests among the web front ends.

Search Serves search and index related services for the farm. Servers in this role are optimized for search related tasks.

Role Enforcement and Health SharePoint Health Analyzer for

MinRole enforcement Health rule will scan each server in the

farm daily Scans all roles except for SpecialLoad Compares Service Instances on server to

expected configuration

Boundaries and limits

Increased List View Threshold >5000

List View Threshold

Content database sizing to 1TB

Content Database Size

Max File Size increases to 10GB and removed character restrictions

Max File Size

100,000 site collections per content database

Site Collections per Content Database

2x increase in Search scale to 500 million items

Indexed Items

Excel Services Excel Services is moving to the Office Online Server (OOS),

which is a rebranding of the Office Web Application Server product Use of Excel Services within SharePoint 2016 will require a licensed,

installed, and correctly configured OOS instance OOS (Formerly OWAS) will continue to provide browser-based versions

of Microsoft Office products and co-authoring support, much like those available in Office Online

The following features require OOS: Viewing and editing Excel workbooks in a browser (with or without the

Data Model) Excel Web Access web part for SharePoint ODC file support (no longer requires Data Connection Libraries) Programmability features such as JavaScript OM, User Defined Function

Assemblies, SOAP and REST protocol support

Project Server Now Included In SharePoint 2016, Project Server is now integrated into the platform The Project Server Service Application must be enabled via Central

Admin and the Site Template can only be created via PowerShell Note that Project Server is still licensed separately, even though its

included

Matter Center Matter Center provides

legal professionals with a document management and collaboration solution

Built on Office 365, SharePoint, and OneDrive

The first public build of Matter Center will be made available through system integrator partners

Initial release slated for late 2015

Durable Links

User clicks docID-based durable URL

…

Redirect manager: based on this docID, provide the right

way to get a doc

Cobalt endpoint for getting file

for client

URL with SiteID & DocID to WOPI

GuestAccess.aspx URL for WOPI

Resource ID based Urls• Url remains intact with rename

and move• Enables discrete Url on

visibility

Note: This feature, like Excel Services, will require the Office Online Server (OOS)

User Interface (UI) Improvements Live Link Previews are being added to the UI

in SharePoint 2016 While hovering over a document link, a

thumbnail view of the document is presented to the user

Saves time when searching for a document Users can browse content in a document library

without having to fully open each file

SharePoint 2016 boasts an improved Mobile Experience

A more touch friendly interface is being introduced to better enable productivity of your mobile workforce

Look for further enhancements in the beta version later this year

HYBRID

Management ExtensibilityExperiences

| Server

Experiences Management Extensibility

| Server | Server

HYBRID

Team Sites

Portals

SearchEnterprise

Content Mngt

BI

Delve

PowerBIYammer

Next-Gen PortalsOffice 365 APIs

Cloud-only

OneDrive

Office Video

Equivio Zoom(e-Discovery)

“Next-Gen” Family

Video

O365 Video

Delve

Delve

“InfoPedia”

O365 “InfoPedia” Custom

Your Portal

ENHANCED BY KEY OFFICE 365 CAPABILITIES

Office Graph YammerOneDrive Skype Outlook SharePoint Content

Management

Office Add-Ins Azure Media & other Azure PaaS

Services

Compliance Center

Audio textAnd search

indexpropertiessignalsmetadata extraction and processing

Cloud Hybrid Search…

Unifies on-premises and cloud indexes Provides support for Office

Graph/Delve experiences on-premises Supports Search as a Service / reduces

search crawl footprint

Cloud SSA O365Search Index

SharePoint Server(On-premises or Hosted)

Office 365

SharePoint Online ContentOnedrive for Business Content

SharePoint Content

External Content(on-premises and/or

in the cloud)

Conn

ecto

rs

Hybrid Connectivity (index in O365)

OfficeGraph

OOTB Search Center, plus any and all tailored search experiences

Shows external content (Connectors) and consistent metadata (AutoClassifier)

External Content in O365 UX

Unified view across all content - on-premises and on-line- inside and outside SharePoint

BA Insight Product Portfolio

Content and Collaboration Systems• EMC Documentum• EMC eRoom• HP Trim• IBM Filenet F8• IBM Content Manager• IBM Connections• Objective DMS• OpenText LiveLink/RM• OpenText Hummingbird /

eDocs• Oracle CMS/Stellent• IBM Lotus Notes • Xerox DocuShare• Confluence• Alfresco• Jive• CuadraSTAR

BA Insight ConnectorsMailbox and Archiving Systems• Microsoft Exchange • Microsoft Exchange Online• IBM Lotus Notes • Symantex Evault• Autonomy EAS / (Zantaz)

Practice Management Systems• Aderant Practice

Management• Autonomy Worksite

(iManage)• Elite/3E• KnowledgeMill OnePlace• LegalKey • NetDocuments• Practical Law • AutoElite Prolaw • RealPractice

CRM Systems• Salesforce.com/Force.com• Microsoft Dynamics CRM• LexisNexis Interaction CRM• Any SQL Based CRM

Databases• Microsoft SQL Server• MySQL• IBM DB2• Oracle Databases

ERP and Portal Systems• SAP Business Suite• SAP DMS• IBM WebSphere• Oracle WebCenter • Interaction (PlumTree

Search and Cloud Systems• Microsoft SharePoint Online• Google Drive• SharePoint 2013, 2010,

2007, FAST Search for SharePoint

• Microsoft Search Server• Box• Scopus• PharmaCircle

Plus a proven architecture and process for creating new connectors to complex systems

WWW.COLLAB365.EVENTS

External content also surfaces in Delve, InfoPedia, etc. via the Office Graph

DOCUMENT DISCUSSIONS…

Discuss a document in context.

Other Hybrid Tidbits

Hybrid ScenarioFollowing Allowed for Sites, Documents and PeopleManaged Metadata ServicePromoted SitesSelf-Service Site Creation

Hybrid Configuration Based on Wizard Tool

PEOPLE CENTRIC COMPLIANCEMODERN WORKPLACE

POLICY TIP NOTIFICATIONEnd-user alert

POLICY TIP NOTIFICATIONCompliance Teamnotification

Compliance Compliance Center Available as Hybrid

Primarily Based on Search Data Loss Prevention Policies Ability to Use Right Management Services Online eDiscovery and Hold for both SharePoint Online and On-

Premises

COMPLIANCE ACROSS CLOUD AND ON-PREMISES…

Compliance Center (Hybrid), RMS Online, DLP, eDiscovery and Hold for Both

Compliance Center is search-driven

E-Discovery – in SharePoint 2016In-Place Hold: protect content in-place in real time

Query: find up to date and relevant content quickly

Export: transfer content for review and production

123Across: SharePoint, Exchange, Lync, and file shares on-premises and Office 365

Legal hold / Collect Explore Cull Review

Ad hoc searchThematic analysis

KeywordsPredictive coding

UnstructuredStructured

The Zoom Solution>

E-discovery

E-Discovery – new Cloud-only service(from Equivio acquisition)

Single ServerFarm Server

MEM PROC DISK16-24 x64 1 (4 cores) 80 GB12-16 x64 1 (4 cores) 80 GB

SharePoint Server 2016 RequirementsHardware Requirements remain the same as in SharePoint 2013

Operating System Requirements Windows Server 2012 R2

Windows Server 10

Database Server Requirements Microsoft SQL Server 2014 SP 1

Microsoft SQL Server 2016

PatchingSmaller update footprintReduced number of MSI and MSPIn-place, online, installation MSI MSP

Reduced out-of-the-box patch count from 37 to 4

Zero downtime patchingNO MORE NEGOTIATINGOUTAGE WINDOWS

Additional Changes to Note Authentication Changes - SharePoint Windows identity over SAML claims is

now the default; Stayed tuned for more about some of the other SharePoint features that have had challenges with Claims based authentication in the past like InfoPath and some of the BI features

User Profile Sync has changed versus SharePoint 2013; The all familiar (Forefront Identity Manager) FIM client is no longer available and the default synchronization method is now Active Directory Import

InfoPath 2013 has not been updated, and installation of Office 2016 currently removes the desktop client version of InfoPath 2013; InfoPath forms continue to be supported via the web client

As of now there are no announced plans for a 2016 version of SharePoint Designer, though the 2013 version will continue to be supported for the time being

There is no direct upgrade path from SharePoint 2010 to SharePoint 2016, SharePoint 2013 must be used a stepping stone

Complete Audit of your SharePoint Environment including farm infrastructure and configuration (2007, 2010, or 2013)

Full Documentation included as a deliverable Knowledge Transfer session upon completion with a

review of recommendations from our expert SharePoint Solutions Architects

Also includes Upgrade/Migration Preparedness Analysis to ensure your readiness for migrating to a newer version of SharePoint Server on premises or SharePoint Online

Contact Acrowire for more information and to find out if SharePoint MD can help you prepare for what’s ahead

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