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Create a dream Teams Mastering Microsoft Teams management across the entire lifecycle ShareGate by GSoft ShareGate by GSoft
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Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Jul 28, 2021

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Page 1: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Create a dream TeamsMastering Microsoft Teams management across the entire lifecycle

Sh

are

Gate

by G

Soft

ShareGate by GSoft

Page 2: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Jasper Oosterveld

Microsoft MVP & Modern

Workplace Consultant at InSpark

Laurent St-Pierre

Community Enablement Manager

at ShareGate

Page 3: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Agenda

• Part I: Build a solid Microsoft Teams foundation from the moment of creation

• Part II: Maintain a healthy and secure Microsoft Teams environment—at scale

• Part III: Defining end-of-life strategies to keep your Teams organized and up-to-date

Page 4: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review
Page 5: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Goal

Cover beginning-of-life best practices to help you

understand why users create their teams—so you

can apply the right governance policies and security

settings from the moment of creation.

Build a solid Microsoft Teams foundation from the moment of creation

Page 6: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Main topics

Build a solid Microsoft Teams foundation from the moment of creation

• Creation process

• Collaboration process

• Classification process

Page 7: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Creation process

Build a solid Microsoft Teams foundation from the moment of creation

Page 8: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Why do business users create teams?

Build a solid Microsoft Teams foundation from the moment of creation

• Collaborate with colleagues

• Collaborate with colleagues and guests

Page 9: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Who can create a team?

Build a solid Microsoft Teams foundation from the moment of creation

• All employees

• A selection of employees

• Delegated to IT

Page 10: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Where can you create a team?

Build a solid Microsoft Teams foundation from the moment of creation

• Microsoft Teams application

• Provisioning solution

• SharePoint team site

• Microsoft 365 administration center

Page 11: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What are Teams templates?

Build a solid Microsoft Teams foundation from the moment of creation

• 13 out-of-the-box templates for different scenarios

• Customize or create your own

• Add additional channels and tabs per template

• Assign one or more templates per policy for all, or a

selection of, employees

Page 12: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Example: Select a Teams template

Build a solid Microsoft Teams foundation from the moment of creation

Page 13: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What is a naming policy?

A naming policy allows you to provide a team with a

pre-defined naming convention.

Build a solid Microsoft Teams foundation from the moment of creation

Page 14: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Three options to apply a naming policy

Build a solid Microsoft Teams foundation from the moment of creation

• Provisioning solution

• Manually by the business users

• Azure Active Directory

(requires Azure Premium P1 license)

Page 15: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What are our recommendations?

Build a solid Microsoft Teams foundation from the moment of creation

• Naming policy exposes the purpose and goal of a team.

• Increasing the ease-of-maintenance for the IT

administrator.

Page 16: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Collaboration process

Build a solid Microsoft Teams foundation from the moment of creation

P1: Build a solid Microsoft Teams foundation from the moment of creation

Page 17: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

External sharing

Build a solid Microsoft Teams foundation from the moment of creation

Page 18: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What is external sharing?

Build a solid Microsoft Teams foundation from the moment of creation

• Instead of inviting a guest into the entire team, business

users share one or more files with a guest.

• The guest receives an e-mail with a link to the files.

• The guest has to enter a verification code.

Page 19: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Verification code (1)

Build a solid Microsoft Teams foundation from the moment of creation

Page 20: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Verification code (2)

Build a solid Microsoft Teams foundation from the moment of creation

Page 21: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Verification code (3)

Build a solid Microsoft Teams foundation from the moment of creation

Page 22: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What type of sharing links are available?

Build a solid Microsoft Teams foundation from the moment of creation

• Everyone

• New & existing guests

• Existing guests

• Disabled

Page 23: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Where do you manage external sharing?

Build a solid Microsoft Teams foundation from the moment of creation

• SharePoint Online administration center.

• Sensitivity labels through Microsoft Information Protection

Protection framework (MIP)

• A third-party tool like ShareGate Apricot

Page 24: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What is our recommendation?

Build a solid Microsoft Teams foundation from the moment of creation

• Enable external sharing with new & existing guests.

• Implement a periodic review of sharing links.

(More on that in session 2!)

• Educate your team owners & members.

• Start with defining your classification scheme & strategy.

Page 25: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Guest access

Build a solid Microsoft Teams foundation from the moment of creation

Page 26: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What are guests?

Build a solid Microsoft Teams foundation from the moment of creation

• People without a Microsoft 365 license assigned

from your organization.

Page 27: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Why would you allow guests in Teams?

Build a solid Microsoft Teams foundation from the moment of creation

• Reduce shadow IT.

• Provide an efficient collaboration experience.

• More control & insights into who’s working with

your colleagues & content.

Page 28: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What can a guest do in Teams?

Build a solid Microsoft Teams foundation from the moment of creation

• The permissions are set within the Microsoft Teams

Administrator Guest Access & settings of the

specific team.

Page 29: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Guest Access Settings

Build a solid Microsoft Teams foundation from the moment of creation

Page 30: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Team Settings

Build a solid Microsoft Teams foundation from the moment of creation

Page 31: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

How do you enable guest access?

Build a solid Microsoft Teams foundation from the moment of creation

• Azure Active Directory

• Microsoft 365 admin center

• Microsoft Teams admin center

Page 32: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What guests can be invited?

Build a solid Microsoft Teams foundation from the moment of creation

IT administrators allow invitations to be sent to any domain

(most inclusive)

OR

Deny invitations to the specified domains

OR

Allow invitations only to the specified domains (most

restrictive)

Page 33: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Invitations & domains

Build a solid Microsoft Teams foundation from the moment of creation

Page 34: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

How are guests invited?

Build a solid Microsoft Teams foundation from the moment of creation

IT administrators add guests in Azure AD

OR

Owners of a team invite guests.

Be aware:

• A guest is considered a member!

• A guest receives access to all the content of the public

channels.

Page 35: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What are our recommendations?

Build a solid Microsoft Teams foundation from the moment of creation

• Enable guest access.

• Implement a process to periodically review guests. (more

on that in session 2!)

• Enable MFA for guests.

• Educate your team owners.

• Work with private channels for internal collaboration.

• Start with defining your classification scheme & strategy.

Page 36: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Collaboration settings

Build a solid Microsoft Teams foundation from the moment of creation

Page 37: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What are important policies?

Build a solid Microsoft Teams foundation from the moment of creation

1. Teams policies: Enable private channels.

2. App policy: Enable Microsoft Apps & limit or block 3rd

party apps.

Page 38: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Review the Team & channel settings

Build a solid Microsoft Teams foundation from the moment of creation

Page 39: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Classification process

Build a solid Microsoft Teams foundation from the moment of creation

P1: Build a solid Microsoft Teams foundation from the moment of creation

Page 40: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What is classification?

Build a solid Microsoft Teams foundation from the moment of creation

1. Classify a team according to its purpose.

For example: Project or department.

2. Classify a team according to its level of sensitivity.

For example: Internal or Highly Sensitive.

Page 41: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

How to create a classification scheme?

Build a solid Microsoft Teams foundation from the moment of creation

• The classification scheme is often determined by the

regulation of your country or company industry.

For example: E.U. GDPR or U.S. Health Insurance Act

(HIPAA)

Page 42: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Real-world classification scheme

Non-business data,

for personal use only.

Company

data specifically

prepared and approved

for public use.

Company data intended

for general use within

and outside the

organization (business

partners).

Sensitive company data

that poses a business

risk if it is shared with

unauthorized people.

Highly sensitive

company data that

poses a business risk

if it is shared with

unauthorized people.

Personal Public Internal Confidential Top secret

Build a solid Microsoft Teams foundation from the moment of creation

Page 43: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What classification options are there?

Build a solid Microsoft Teams foundation from the moment of creation

• Sensitivity labels with Microsoft Information

Protection (MIP)

• ShareGate Apricot’s group purpose and sensitivity tags

Page 44: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

How do sensitivity labels work with Teams?

Build a solid Microsoft Teams foundation from the moment of creation

• The sensitivity label is assigned during or after the creation of a team.

• Enforce the following security settings for a team:

• Privacy of the team

• Enable or disable guest access

• Type of external sharing link

• The type of access to SharePoint content with unmanaged devices

Be aware: Enabling this feature requires that you possess at least one active

Azure Active Directory Premium P1 license.

Page 45: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Build a solid Microsoft Teams foundation from the moment of creation

Page 46: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review
Page 47: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review
Page 48: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Build a solid Microsoft Teams foundation from the moment of creation

Page 49: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

What is our recommendation?

Build a solid Microsoft Teams foundation from the moment of creation

1. Start defining your classification scheme for Teams.

2. Implement a classification/tagging system for Teams.

Page 50: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Takeaways from part I

Build a solid Microsoft Teams foundation from the moment of creation

• Talk with your business users about their requirements and needs.

• Enable guest access & sharing links at the organization level.

• Define & implement your classification scheme & strategy.

Page 51: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Resources

Build a solid Microsoft Teams foundation from the moment of creation

• Teams template capabilities & limits

• Manage who can create Microsoft 365 Groups

• Use sensitivity labels to protect content in Microsoft Teams, Microsoft 365 groups, and

SharePoint sites

• Detailed Microsoft 365 Compliance Licensing Comparison PDF (April 2021)

Page 52: Create a dream Teams · 2021. 6. 2. · Build a solid Microsoft Teams foundation from the moment of creation • Enable guest access. • Implement a process to periodically review

Contact us

Jappie 🧘🏼♂️ (@jasoosterveld) | Twitter

Jasper Oosterveld | LinkedIn

Jasper Oosterveld - Microsoft MVP | Website

ShareGate (@sharegatetools) | Twitter

ShareGate (@sharegate) | LinkedIn

Sharegate.com | Website

Build a solid Microsoft Teams foundation from the moment of creation