Managing External Sharing in Office 365 – Part 2

This is the second in a series of posts that is reviewing details about how to manage External Sharing in Office 365. This post will cover the process of what happens from the time you fill in the sharing dialog to share a site or document with another user until that user accesses the site. For the purpose of this overview we won’t get into the specifics of how this process differs for an external user. We’ll cover that in the third installment of this series. If you haven’t read the first post in the series you can access it through the links below:

Part 1 – A high level walk-through of how to configure external sharing starting with your O365 tenant and going down to an individual site collection.
Part 2 – (This Post) How the process flow of sharing differs between sharing a site versus sharing a document and how Office 365 adjusts this experience
Part 3 – How external sharing depends on the site collection access request list to manage permissions for an external sharing invitation
Part 4 – How to use PowerShell to manage external users

How Sharing Works

To understand how external sharing works you first need to understand what happens when a user shares a document or site. In this post we’ll trace the process that SharePoint goes through whenever something is shared. We’ll take a look at what permissions are required to share a site or document and explain what the user experience is for a user who receives a sharing request. Along the way we’ll discover that there is a significant difference between the experience of the recipient when receiving an invitation to share a site versus share a specific document. We’ll also point out a potential difference in the experience between sharing in Office 365 versus an On-premises SharePoint environment. Note: we’ll dig more into the differences between SharePoint On-line and SharePoint On-premises in Part 3 of this series.

Sharing a Site

If you are the Site Collection Administrator (SCA) or Site Owner (SO) the process for sharing a site or a document is the same.

Managing External Sharing in Office 365 – Part 1

I presented a talk at a conference recently on how to use an existing Office 365 tenant to create an extranet without additional licensing fees. A good part of the presentation was background on how external sharing works and the part played by access requests in the external sharing process flow. After the talk I had several people who asked if I had ever blogged about the details that I covered in my talk or if I knew of anywhere else that this information was documented. This post is the first in a series of posts that will document those details. Here’s a brief overview of the posts in the series:

Part 1 – (This Post) A high level walk-through of how to configure external sharing starting with your O365 tenant and going down to an individual site collection.
Part 2 – How the process flow of sharing differs between sharing a site versus sharing a document and how Office 365 adjusts this experience
Part 3 – How external sharing depends on the site collection access request list to manage permissions for an external sharing invitation
Part 4 – How to use PowerShell to manage external users

Tenant Level Settings

The Office 365 admin center has a specific tab for managing external sharing settings for you tenant. This post will focus on settings related to sharing SharePoint sites, but you can also control external sharing of Exchange calendars Lync, and the use of third party apps. The Sharing Overview page provides On/Off toggles for whether external sharing is available in your tenant or not. The default settings are shown in the following screenshot.

Selecting the Sites tab (or clicking on Go to detailed settings for sites) will take you to a screen where you can set tenant level defaults for external sharing and view the site collections where external sharing has been enabled.

The tenant level default controls whether anonymous guest links can be used anywhere in the tenant or not. If Anonymous guest links are enabled in a site collection, users can send email invitations that contain links to individual documents which can then be accessed WITHOUT LOGGING IN to SharePoint. These links can be very dangerous if the original recipient shares the link since anyone can use the link to access the document.

This page also displays a list of all the site collections in your tenant and the current level of external sharing enabled for that site collection. By default new site collections are created with external sharing disabled. The External Sharing Sites page is displayed in the screenshot below:

SharePoint Admin Settings

The SharePoint admin center also provides settings that can be used to control the default External Sharing levels allowed in individual site collections. These settings are not directly affected by the Tenant level settings described above. Instead they provide an additional layer of configuration for External Sharing. So even if External Sharing is disabled at the tenant level you will be able to adjust the site collection defaults available in the SharePoint Admin settings. But when configuring External Sharing for individual site collections the level of sharing possible will respect both defaults. For example, if guest links are disabled at the tenant level, but enabled in the SharePoint settings you still won’t be able to configure a site collection to allow the use of guest links. The SharePoint Admin External Sharing settings are highlighted in the screenshot below:

Configuring a Site Collection

Once you’ve set all the defaults you can configure external sharing for individual site collections. When a new site collection is created External Sharing is disabled by default. Selecting a site collection and clicking on the Sharing button in the ribbon brings up a dialog where you can configure External Sharing for sites in that site collection. There are three possible settings. Don’t allow sharing will disable External Sharing for that site collection. Allow external users… will allow sharing with authenticated external users. And Allow both external users and…anonymous guest links will allow sharing with both authenticated and anonymous external users. The tenant defaults and SharePoint defaults discussed earlier will limit which of these three options can be selected. The sharing dialog is displayed in the screenshot below:

Now that External is configured your users can begin extending sharing invitations to external users and creating anonymous guest links. I’ll cover the process for sharing sites and documents with external users in Part 2 of this series. Part 2 coming soon!

SkyDrive Pro Storage Increased to 25GB

Microsoft announced today on the Office 365 technology Blog that they are increasing the default storage available in each user’s SkyDrive Pro to 25GB from the current 7GB. They’ve also added an option allowing increase to 50GB or 100GBs of storage on a user by user basis. The optional additional storage will come out of your regular tenant storage allocation. Tenants can buy additional storage if needed at a cost of $.20 USD/GB/Month. Microsoft is also adding a new view to SkyDrive Pro that will display links to all the documents that have been shared with you personally, no matter whose SkyDrive Pro they are stored on. So you get more room for storing and sharing your own documents and easier access to all the documents that others have shared with you. That’s what I call a Win/Win.

You can read the whole announcement here:

http://blogs.office.com/b/office365tech/archive/2013/08/27/skydrive-pro-increases-storage-and-ease-of-sharing.aspx

SharePoint 2013 has reached RTM

Earlier today Microsoft announced that Office 2013, including SharePoint Server 2013, reached the Release to Manufacturing (RTM) build. That means that coding and testing is complete and work will now commence on getting these products packaged up and into the appropriate distribution channels for customers. YOu can read the full announcement here:

Office Reaches RTM!

But here are some of the high points and important details covered in the announcement.

People who purchase Office 2010 after October 19, 2012 will get a free upgrade to Office 2013 when it is released.
Surface RT tablets will include a preview version of Office 2013 when they ship on October 26th.
Office 365 customers will begin to see some of the new 2013 capabilities with the next service update in November.
TechNet and MSDN subscribers should have access to RTM code by mid-November. Which happens to be just after the SharePoint Conference November 12-15, 2012.

Office 365 Certification Exams Being Developed

Microsoft is currently working on two new certification exams for IT professionals who work with Microsoft Office 365 online systems. The exams are due to be released in April, 2012. If you work with Office 365 you should be working on the knowledge needed to pass these exams starting NOW! You can read more about what skills each exam is designed to test using the links below:

Exam 70-323: Administering Office 365 intended for IT professionals who administer Microsoft Office 365 in an environment that may include Microsoft Exchange, Microsoft Lync, and/or Microsoft SharePoint

Exam 70-321: Deploying Office 365 intended for consultants and IT professionals who plan and implement Office 365. This includes migrations to Office 365 (simple and hybrid deployments)

Passing these exams will give you the following certifications:

Microsoft Certified Technology Specialist (MCTS): Administering Office 365 (pass Exam 70-323)
Microsoft Certified IT Professional (MCITP): Office 365 Administrator (pass Exam 70-323 and Exam 70-321)

The links above provide an outline of what skills are being tested but at this point there is no official training material available for the exams. Your best way to prepare is to work with the Product.