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Information Management: Document Security

Information Management: Document Security

1h 3mIntermediate2021-02-01

Authors

Phil Gold

Phil Gold

Senior-Level Learning and Development Professional

Course details

Learn how to balance the need for cloud-based collaboration with document security best practices. In this course, Phil Gold explores how to structure an enterprise content management solution that ensures that documents are both collaborative and safe. Phil begins by reviewing basic server and security concepts, including different server structures, multilevel authentication layers, and data retention policies. He then discusses how to set security levels that don't negatively impact productivity, provide access for remote employees, and manage permissions. To wrap up, he shares best practices that can empower users to keep their documents secure.

Topics include:
Identify the group of people to be notified when making a document policy or procedure change.
Recognize which types of documentation requires higher levels of security.
Name the two rights available at folder level during collaboration.
Recall the purpose of version control.
Determine which application allows multiple libraries with custom permissions.
Identify the term used for add-ins within the SharePoint application.
Explain the most common cause of data breaches.

Skills covered

Dynamics 365Salesforce.comSalesforceSharePointEnterprise Content ManagementNetwork and System AdministrationMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Enhancing security through document protection
  • 02 - Why security matters
  • 03 - Understanding security concerns
  • 04 - Are your services secure

1. Server and Security Basics

  • 05 - Understanding different server structures
  • 06 - On-premises vs. cloud
  • 07 - Layers of cloud security
  • 08 - Levels of security classification
  • 09 - What's your data-retention policy
  • 10 - Compliance vs. best practices

2. Levels of Security and Permissions

  • 11 - Set security levels that make sense
  • 12 - Dealing with remote access
  • 13 - Connecting systems
  • 14 - Document control - Collaborative vs. protected
  • 15 - Version control
  • 16 - Limiting executable code

3. Best Practices for Document Security

  • 17 - Manage sharing permissions
  • 18 - Links, not attachments
  • 19 - Create separate spaces for external documents
  • 20 - Choose reliable services
  • 21 - Plug-ins and add-ons
  • 22 - Ongoing employee awareness

Conclusion

  • 23 - Continue your data security learning

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