Governance Automation
YOUR POLICIES. OUR AUTOMATION.

Microsoft® SharePoint® & Office 365 Governance

Provisioning

ManagementLifecycle

Enable self-service provisioning
for SharePoint, Microsoft Teams,
and Office 365 Groups with built
in policy control. Apply policies togovern how collaborative workspaces are requested, created andapproved. Enforce corporate
policies to ensure provisioned
assets have correct classification,
retention, metadata and access
controls in place—so it’s easy forusers to do the right thing.

Ensure ongoing compliance withestablished policies. Oversee site,
Team, and Group configuration
settings, membership andownership change requests withthe ability to delete, revert or
notify of unauthorized changes.
Keep policies intact for the life ofsites and users with automatedrecertification, to validate
permissions and metadata.

Improve data quality, reduce cost,
speed up processes andempower end users with
automated lifecycle management.
Create, retain and dispose ofcontent with flexible end-of-life
workflows that trigger alerts forpotentially irrelevant sites andcontent. Site renewal processes
allow owners to extend leases forcontinual content access. Increasetransparency of content
ownership and access by
maintaining an up-to-date list ofaccountable business users forsite collections, Microsoft Teams,
and Office 365 Groups.

Your data…where it should beWith DocAve Governance Automation, you can provide end users with a business-centric, role-based service catalog
for SharePoint and Office 365 provisioning, restructuring, or content migrating. Easily manage lifecycle and permissions
recertification requests and transcend the capabilities of rigid provisioning and security management solutions. Closethe custom code gap created by homegrown governance solutions. Take advantage of the entire DocAve Software
Platform with integrated data protection, administration, deployment management, file share management, storage
optimization, compliance, and reporting.

AVEPOINT GOVERNANCE AUTOMATIONTECHNICAL OVERVIEW

Governance Automation• Supports SharePoint Server 2019, 2016, 2013, 2010, Office 365(SharePoint Online, Microsoft Teams, and Office 365 groups) andhybrid deployments• Dynamic Service Creation option adds flexible and intelligent logic
into service request forms, allowing admins to easily satisfy complex
provisioning workflows with minimal effort and maintenance• Defines policies, metadata, approval processes, permissions, andauditing parameters associated with SharePoint and Office 365 Groups
management tasks – including site, Team, and Group provisioning andmaintenance
BUSINESS USER

IT ADMIN

Request Services

Manage Services

Allow business content owners and IT administrators to access arole-based, business-centric service catalog directly through SharePoint
and Office 365 Groups and automate SharePoint and Groups policies
throughout the enterprise.

• Client extensibility API allows integration between existing IT service
management systems, external workflow systems, and SharePoint tominimize impact on existing infrastructure• Integrates with third-party workflow systems – such as Nintex or K2 –to align with organizational business processes• Active Directory (AD) integration allows Governance Automation todirectly add users into any existing AD group or create new groups
when granting permissions or requesting a site collection• Complies with Voluntary Product Accessibility Template to support
disabled accessibility

Supported Service Request Types
Provisioning

Management• Automatically provision policy - based
Office 365 Groups, Microsoft Teams, andSharePoint site collections, sites, lists, andlibraries• Manage ownership, classification, andcontent policies for SharePoint sites,Microsoft Teams, and Office 365 Groups• Apply conditional logic to options andfields on request forms based on who therequestor is or what they are requesting• Automate enterprise content migration
and restructuring while maintaining allcontent, configurations, security settings,
and metadata• Centralize and reuse policy definitions toenhance consistency across service
requests for storage management, site
and Office 365 Groups leases, andinactivity with a flexible policy wizard• Utilize a centralized dashboard withsecurity-trimmed access to allow
administrators, and site and Office 365Group owners to view site collection, siteand Office 365 Group reports, all task
reports, and user activity reports,
including requests and permissionschanges• Mobile app – available for Android andiOS devices – allows approvers to address
requests quickly and on the go, minimizing any impact on user productivity• Trigger permission, ownership andmembership recertification tasks for sites,
Microsoft Teams, or Office 365 Groups toconfirm business ownership to maintainaccountability• Automatically apply appropriate auditing,branding, business templates, taxonomy
and classification, backup, archiving,storage, and permissions policies to sites
and site collections upon creation forconsistency and IT efficiency• Site Information Card/Governance Panel– For SharePoint and SharePoint Online
sites or site collections, surface information such as metadata, ownership, andservice request directly within the site

For a comprehensive
list of new features inthis release, please view
our Release Notes.

• Increase application reliability with theability to request sample production datafor development or testing environments

Lifecycle• Utilize automated reports and approval
processes to ask accountable business
users to proactively delete or archive sites
or Office 365 Groups that are inactive orhave pending lease expirations• Increase transparency of content
ownership and access by maintaining anup-to-date list of accountable business
users for each site collection, site or Office
365 Groups throughout its lifecycle• Implement an automated, multi-stage
ownership nomination process to drive
lifecycle decisions and ensure contacts areaccurate and up-to-date•• Reroute SharePoint, Microsoft Teams,and Office 365 Group access requests toservice requests to ensure compliancewith corporate security policies

Automatically enforce end-of-lifeworkflows for dead account cleaning toremove or transfer permissions fordeactivated users, stale content, andirrelevant sites

How to Buy AvePoint Products

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