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SharePoint Saturday Chicago Suburbs 2
Speaker Feedback: SPSCSM.COM
About Me
Nik Patel• Principal Consultant, Slalom Consulting, Chicago
• Working with SharePoint since 2006
• Current focus area SharePoint 2013 and Office 365
Contact Info• Email – [email protected]
• Blog – Nik Patel’s SharePoint World - http://nikpatel.net/
• Twitter - @nikxpatel
• LinkedIn - linkedin.com/in/nikspatel
• Slideshare - slideshare.net/patenik2
3
Benefit #1 => Cost Savings
SharePoint Online - History
SharePoint 2007 SharePoint 2010/2013/vNext
What it takes for IT to provision On-Premises SharePoint environment for business?
7
Identity - AD Domain and AD Users
Hardware Procurement – Servers – Virtual vs Physical
Network – VLANs, URLs, SSL Certs, IP Addresses, Ports, DNS, Load Balancers
SQL Infrastructure Build
Service Accounts – SQL and SharePoint
Exchange, SMTP
SharePoint Infrastructure Build – WFEs, Apps, Search
Additional Services - Office Web Apps, Workflow Manager
SharePoint Farm and Service Applications – Search, Managed Metadata, BCS, Apps
SharePoint Web Applications Configuration – Content and My Site Hub
SharePoint Site Collections Configuration – Intranet, Search, Content Type Hub, My Site Host
Request SharePoint Online and Office 365
Tenant Infrastructure in 5-10 Minutes
Benefit #2 => Quick Ramp-up Time
IT Shifting to Cloud – IT as an enabler of innovation
IT as a Service (ITaaS)
Right People, Right Roles
Showcase Experiences
Early Product Adoption
Becoming an Enablement Organization
Inve
stm
ent
Run State +
Server
Maintenance
Engagement
+ Adoption
Benefit # 3 => IT’s focus on Business Productivity
Major Office 365 Components
On-Premises
MS Online
Directory Sync Lync
Online
SharePoint
Online
Exchange
Online
ADFS
Azure AD
Authentication
Platform
AD
Office
Online
OneDrive for
Business
Yammer
13
Microsoft’s Global Infrastructure
Connecting Datacenters to Users
Last mile and P2P
Last mile providers deliver
to consumers
P2P technology improves
last mile delivery
Core: Data centers
Global Fiber backbone that
connects Data Centers
Edge Nodes
Connect Data Centers to
Internet Exchange Points
Metro solutions
Connecting business
customers
to last mile providers
• Shared Mechanical & Electrical
• Shared global fiber network &
peering
• Separate internal network
• Separate hardware and storage
• Separate encryption
procedures
• Separate compliance policies
• Separate access control
Office 365 InfrastructureOperates as separate datacenters within datacenters
99.89%
99.90%
99.91%
99.92%
99.93%
99.94%
99.95%
99.96%
99.97%
99.98%
99.99%
100.00%
2012 - Q3 2012 - Q4 2013 - Q1 2013 - Q2 2013 - Q3 2013 - Q4
Office 365 Availability – All Services
SLA Goal
Actual
SLA - Never miss a minute of productivity –99.9% Uptime Guaranteed
• Hitting target way above 99.9% since 2012-Q3
Nearest data center from which region you
signup for tenant
Streamlined
Management
Services
Shared
Platform
Services
Organizational
Productivity
services
User
Productivity
applications
Office 365 is a set of cohesive services
www
Office 365 services are loosely coupled
• Separation of function with distributed
functional components
• Loose coupling further limits the scope
and impact of most failures
• Service component isolation to avoid
failure cascades
• Replication of directory data ensures
a seamless experience.
SPO
EXO
Microsoft Online ID
Office 365 Portal
Office 365 Provisioning
Lync
Office 365 Authentication Model
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• Internal employees with E1-E4 licenses or SharePoint Online Plan 1-Plan2 will login with ID format
([email protected] or [email protected]) through MSOnline identify provider service
• External users (with Non-domain AD account) invited for collaboration will login using their LIVE ID account and
login through Live ID user interface.
Microsoft Online Services
Forms Provider
Live ID Claims Provider
Office 365 Portal
and
SharePoint Online
Internal User Employee
& Portal Administrators
External User
Partners, Vendors, and Customers
Windows Azure Active Directory
Core Identity Scenarios with Office 365
Cloud Identity
Single identity in the cloud
Directory Synchronization
Single identity
Federated Identity
(SSO)
Single federated identity
Office 365 and SharePoint Online Plans Licensing
E4
E3
E1
SharePoint Online
Plan 2
SharePoint Online
Plan 1
Kiosk
Yammer
Enterprise
Yammer
Basic
Yammer Pricing - https://about.yammer.com/pricing/
Office 365 Plans - http://office.microsoft.com/en-us/business/compare-office-365-for-business-plans-FX102918419.aspx
Office Online (Office Web Apps) LicensingOffice with SA customers now get Office Online edit rights in Office 365
Office Online in Office 365
Read Office Documents via Office Online Free
Edit Office Documents via Office Online
Requires an Office 365 SKU that includes Office Online (e.g. Enterprise E3)
(or)
Office Standard or Professional Plus with Software Assurance **
Office Online in Office 365
Read Office Documents via Office Online Free
Edit Office Documents via Office Online Free
** Must also be licensed for the appropriate SharePoint Online plan in Office 365
• Web front end with
query component
• Application servers with:• Central Administration
• Search administration
component
• Application services
• SQL Server with:• Central Administration
configuration and content databases
• Content databases
• Search administration database
• Crawl database
• Property database
Typical SharePoint 3-Tiered Architecture
AD Sync
Prov.
SCOM
ULS
SPDiag
WER
DNS
SMTP
Admin
Backup
Scalability: SharePoint architecture at cloud scale
Content:
WFE
App Server
Crawl WFE
CA
Timer Jobs
Sandbox
Federated Services:
Fed App
Fed Query
Fed CA
Fed Idx
SQL:
SQL SQL
SQL SQL AD AD
Directory:
Stamp 1:
Content:Federated Services:
SQL:
WFE
App Server
Crawl WFE
CA
Timer Jobs
Sandbox
Fed App
Fed Query
Fed CA
Fed Idx
SQL SQL
SQL SQL AD AD
Directory:
Stamp 2..N:
Network 1..N:
NLB
NLB
Datacenter 1..N:
Content:Federated Services:
SQL:
WFE
App Server
Crawl WFE
CA
Timer Jobs
Sandbox
Fed App
Fed Query
Fed CA
Fed Idx
SQL SQL
SQL SQL AD AD
Directory:
Stamp 1:
Content:Federated Services:
SQL:
WFE
App Server
Crawl WFE
CA
Timer Jobs
Sandbox
Fed App
Fed Query
Fed CA
Fed Idx
SQL SQL
SQL SQL AD AD
Directory:
Stamp 2..N:
Network 1..N:
AD Sync
Prov.
SCOM
ULS
SPDiag
WER
DNS
SMTP
Admin
Backup
NLB
NLB
Disaster Recovery Datacenter 1..N:
Grid Manager
Global Directory
Tenant Admin (UI)
Commerce
backend
DNS (multiple)
OrgID Auth, Svc.
Incident
Management
Azure
(Windows/SQL)
CDN Services
Network 1
Datacenter 1
SharePoint Online URLs Basics
●URL Naming
URL structure for SPO sites is based on base domain name/tenant name and it can’t be changed afterwards e.g. if your company name is yourdomain, URL would be – https://yourdomain.sharepoint.com
Vanity URLs are not supported for intranet zone sites or SPO private site collection.
You can register domain and apply Vanity URLs to your SPO public web sites. e.g. https://www.yourdomain.com
●Predefined Site Collections (Upon initial tenant provision)
Intranet – https://yourdomain.sharepoint.com
Search - https://yourdomain.sharepoint.com/search
Content Type Hub – https://yourdomain.sharepoint.com/sites/contenttypehub
My Site Host - https://yourdomain-my.sharepoint.com
Public Facing Site – https://yourdomain-public.sharepoint.com
Administration Site – https://yourdomain-admin.sharepoint.com
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SharePoint Online Boundaries, Quotas and CapsSharePoint Online: software boundaries and limits Enterprise plans Kiosk plans
Maximum tenant storage Unlimited Unlimited
Base tenant storage (excluding personal storage) 10 GB + 500 MB per user 10 GB + 0 MB Per user
Additional storage (per GB per month); no minimum purchase Unlimited Unlimited
Site collection storage limit (per site collection) Up to 1 TB Up to 1 TB
Number of Site collections per tenant
(excluding personal sites)10,000 10,000
Number of Sub sites per site collection Up to 2,000 Up to 2,000
OneDrive for Business (personal) storage 25 GB per user (Up to 1 TB) Not available
Public Website storage default 5 GB 5 GB
File upload limit 2 GB per file 2 GB per file
Sync limits20,000 items in the OneDrive,
5,000 items SharePoint Libraries
20,000 items in the OneDrive,
5,000 items SharePoint Libraries
Maximum number of users per tenant Unlimited Unlimited
Maximum number of unique external users per tenant 10,000 10,000
SharePoint Online: software boundaries and limits – http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/sharepoint-online-software-boundaries-and-limits-HA102694293.aspx
SharePoint Online Plan 1 and 2: Storage Calculation Formula
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• Max storage allowed per tenant – Unlimited per tenant
• Total Allocated Storage based per tenant (pooled)
• Applies to all the Site Collections per tenant, does not apply to My Sites/User Personal sites
• Storage per user: 500 MB per subscribed user, contributes to total storage base for tenant
• Additional Storage per GB per month: $0.20 USD/GB/month
• Personal site storage/OneDrive For Business - 25 GB per user as soon as provisioned, can increase up to 1 TB per
user, default 25 GB storage quota does not add to or subtract the overall storage allocation for a tenant but any
additional storage quota counts toward overall tenant storage base
• Storage base per tenant:
• 10 GB base customer storage + 500 MB per subscribed E1-E4 license/internal user + additional storage
purchased + no additional storage for external user up to free 10,0000 users
• e.g. an organization with 1000 internal users and 200 external users by default would have (1000×500) +
(200×0) = 500,000 MB = 500 GB + 10 GB = 510 GB initial storage
Benefit # 4 => Massive Scale only in Cloud (200 GB On-Premises)
Benefit # 5 => Start with 25 GB Storage Per My Site (500 MB On-Premises)
SharePoint Feature TieringArea SP Online Plan 1 SP Online Plan 2
Apps App Catalog and Marketplace
Collaboration Team Sites
OneDrive for Business
External Sharing
Work Management (Project Site, My Tasks, Site Mailbox)
Social (Newsfeed, Community Site)
Content Management Content Management
Records Management
eDiscovery & compliance
Search Standard Search (People & Expertise Search,
Visual Previews, Visual Best Bets, OOTB
Recommendations)
Enterprise Search (Video Search, Custom Query
Rules, Entity Extraction, Extensible Content Flow,
Item Recommendations, CBS Web Part)
Business Intelligence Excel Services, PowerPivot, Power View
Business Solutions Workflow
Access Services
Business Connectivity Services***
Visio Services
InfoPath Forms
http://technet.microsoft.com/en-us/library/jj819267.aspx
Service Applications Partitioned for Each Tenant
36
• Access Services
• App Management Service
• Business Data Connectivity Service
• Excel Service
• Machine Translation Service
• Managed Metadata Service
• Search Service
• Secure Store Service
• User Profile Service, Tenant administrators can’t manage SharePoint User Profile
Sync service in Office 365, it usually automatically syncs Office 365 accounts into
SharePoint User Profiles
• Visio Service
• Work Management Service
SharePoint Online Platform Limitations, What’s not available
37
Tip: More Feature Info at http://technet.microsoft.com/en-us/library/jj819267.aspx, Do not trust, lots of misprinted information, use it as initial guidance
• 99.9% Uptime SLA but No Performance SLA
• No Geographically distributed tenants, tenant gets created only in first nearest data center from where tenant signed up
• No Custom Web Applications and No Alternate Access Mappings
• No Custom managed paths. Predefined two managed paths for private site collections – sites and teams.
• No Quota Templates
• No Object Cache, No Distributed Cache, No Remote Blob Storage, and No Request Management
• Supports outgoing emails for Email Alerts & Workflow Notifications. Outgoing email and SMTP servers are pre-configured for each tenant and they can’t be managed by the Administrators.
• No Email Enabled Lists and Libraries - Doesn’t support inbound emails for document libraries, discussion boards, calendars, and lists.
• No Performance Point Service, Word Automation Service, and SQL Server Reporting Services in Integrated Mode
Recycle Bin Capabilities
38
• Items supported for recovery – Site Collections, Sites, Lists, Libraries, Folders, List Items,
Documents, Web Part Pages
• Site & Site Collection Recycle Bin capability works same as On-Premises for Lists,
Libraries, Folder, List Items, Documents, and Web Part Pages Restore
• Site Collection Recycle Bin capability works same as On-Premises Sites Restore from
Site Collection Administration Section
• New SharePoint Online Tenant specific capability – Tenant level Recycle Bin to restore Site
Collection from SPO Admin Page
Office 365 and SharePoint Online Authorization Model - Security Roles, Security Groups, and Site Membership
●Security Roles in Office 365 and SharePoint Online
Office 365 Roles – Billing Administrator, Global Administrator, Password Administrator, Service Administrator, and User Management Administrator
SharePoint Online Roles – SPO Service Administrator – No Specific Role for SPO Administration, Office 365 Global Administrator with SharePoint Online License
Site Collection Level Roles – Site Collection Administrator
Site Level Roles – Site Owners, Site Members, Site Visitors
39
●Security Groups in Office 365 and SharePoint Online
Office 365 Global Security Groups
These groups created by global administrator
By default all global administrators are added to “Company Administrator” group
On premise AD groups can be mapped to the Global Security Groups when AD synchronization is configured.
If you have many users and if they need to have permissions across more than one SharePoint Online Site Collection, this is preferred method.
SharePoint Online Groups
Same as On-Premises SharePoint
Prescriptive Guidance for SharePoint Online Administrative Management
●SharePoint Administrative System Account
Always plan to create this account as Cloud ID, E.g. [email protected]
Allows you to access your tenant if On-Premises ADFS environment is unavailable
●SharePoint Administrators Group
Always plan to create this group as Cloud Group e.g. “SharePoint Admins”
Add SharePoint Administrative System Account (sp_admin) in “SharePoint Admins” group
●Configuring SharePoint Administrators Access
By default, OOB site collections are configured with “Company Administrator” as Primary and Secondary Site Collection Admins. “Company Administrator” are anyone who has Office 365 Global Administrator role assigned.
Always have “SP_admin” as Primary Site Collection Administrator and “SharePoint Admins” as Secondary Site Collection Administrators for all site collections.
40
Sample Design – SharePoint Online Information Architecture - Site Taxonomy
41
Sample Design - Information Architecture - Site Taxonomy Description
● Administrative Tier
Staging UAT environment, developer sandboxes, content type hub and corporate taxonomies, and site templates will be defined and hosted in this tier.
No Business users will have access to this tier except permissions are granted for UAT in staging environment
● Publishing Tier
Intranet Portal Home Page, Corporate Department Team Sites, and Corporate Resource centers will be hosted in this tier.
Shared Corporate only cross-department collaboration team sites (long-term sites) and project workspaces (short-term sites) are hosted in this tier
IT will have full control over Corporate tier and content will be managed by corporate functions.
No External user access are allowed in Corporate tier
● Collaboration Tier
Business users will have full control over their tier including isolated security, branding, navigation, and external access. They can optionally adopt corporate branding and look & feel.
Shared external facing cross-department collaboration team sites (long-term sites) and project workspaces (short-term sites) are hosted in this tier
IT will manage and monitor the storage quota of collaboration workspaces.
● Personal Tier
Personal My Sites, User Profiles, and Social Newsfeed are hosted in this environment.
Only employee themselves will have full access to their personal my site
By default, 25 GB storage quota will be allocated to personal my sites. IT will manage additional storage quota as per governance policies.
External users can be invited by individual employees to collaborate on documents
42
Sample Design – SharePoint Online Security Model – Corporate Tier
43
Customizations and Software Development Life Cycle – Option 1
44
• Focus on Browser Customizations, No Code Solutions, and SharePoint Designer
• No Full Trusted Farm Solutions allowed in SPO
• No Developer Dashboard
• Sandbox Solutions without code are allowed in SPO
• Invest in CSOM and REST APIs
• Invest in CAM and Apps Model
• Only SharePoint Hosted and Provided Hosted Apps
• Azure Hosted Apps discontinued after June 30th 2014
Customizations and Software Development Life Cycle – Option 2
45
• Focus on Browser Customizations, No Code Solutions, and SharePoint Designer
• No Full Trusted Farm Solutions allowed in SPO
• No Developer Dashboard
• Sandbox Solutions without code are allowed in SPO
• Invest in CSOM and REST APIs
• Invest in CAM and Apps Model
• Only SharePoint Hosted and Provided Hosted Apps
• Azure Hosted Apps discontinued after June 30th 2014
SharePoint vNext
You can check at https://yourdomain.sharepoint.com/_vti_pvt/service.cnf
SharePoint 2007 (v12)
SharePoint 2010 (v14)
SharePoint 2013 (v15)
SharePoint Online (v16)
48
#SPC14 AnnouncementSharePoint vNext On-Premises will come in 2015 and it will support full
trust code…
… but Cloud comes first!!!!
Cloud is the key
Jeff Teper, Corporate VP, Office Division
Jared Spataro, General Manager, Office Division
Cloud is on fire
Azure AD
Password
Sync.
Office Web Apps
real-time co-authoring
The New
OfficeImproved Sharing
Emails
Office 365
Adapter
Embedded
ImagesPDFs in Word
Web Apps
Updated Lync mobile
clients
OneNote for iPhone
and Android phones
Q&A manager
Power Map for Excel
Directory Sync Max Objects
Auto Increase
Windows Azure Active
Authentication
DirSync Scoping
and Filtering
Exchange Online
Inactive Mailboxes
PDF support for
SharePoint Online
Lync Online Integrated
Reporting
Office Web
Apps UpdateWindows Azure Active
Directory Sync
Tool-update
Admin AddRetention policy
and tag
management
Office 365 SSO with
SAML 2.0 Identity
Providers
Exchange Online Address
Book Policies
Excel Web App update
SharePoint
Newsfeed App
for Windows 8
Lync meeting
scheduling from OWA
Exchange
Online Archiving
add-on
Rights Management
Services
OneNote
for iPad
A responsive service, more frequent update, vNext SharePoint Online(Approx. 75 new features from Oct 2012 to March 2014)
SharePoint
Online Platform
Improvements
IM mute
EXO: 50 GB
Mailboxes
Exchange group
naming policy
Directory Sync
Max Objects
Auto Increase
Office on the
Web
Yammer basic
integration
Encrypted Data
Project codename
“GeoFlow” preview
for Excel
Directory Sync Max Objects
Auto Increase
Office 365 Admin
Mobile App
SkyDrive Pro Sync
for Windows
Lync Online Remote
PowerShell
Lync mobile
clients
Office Mobile for iPhone &
Android phones
Go Daddy
Integration
OWA for iPhone
& OWA for iPad
Lync and SharePoint
Service Reporting
Connecting
Skype & Lync
SkyDrive Pro apps for
Windows 8 & iOS Message Center
Shared with Me
50 GB mailbox
Office 365
Switch Plans
SkyDrive
Pro Storage
increase
Lync Online Q&A
manager
OneDrive for Business - The Journey so far…
SkyDrive Pro
Launched
Purchasable
storage (1TB)
‘Shared with me’
View
OneDrive for
Business for iOSSimple Controls
OneDrive for
Business
Rebranded
Increased
storage limits
(25GB)
Automatic
Versioning
Office Mobile on
Android &
iPhones
Improved Search
Increased file
sizes
(2GB)
Secure online storage for employees
OneDrive for Business Enhancements
53
Current Yammer Roadmap
54
New Yammer Experiences - Inline Social
Extends social collaboration to Office 365, Dynamics, and other
apps, services, and line-of-business systems.
Enables you to participate in social conversations from the tools of your choice
55
Office 365 Groups - Unified Social Experiences
Unifies People, Profiles, Conversations, Emails, Calendars, and Files
across Office 365 and beyond.
Provides you with a rich and seamless collaboration experience across applications
56
57
Office 365 Video Portal
Out of Box, 1 Per Tenant, Just start using it
58
Oslo and Office Graph
Personalized Experience
Proactive Insights
Oslo and Office Graph
are best innovations
Microsoft has done
since SharePoint - Jeff Teper
59
60
61
Oslo and Office Graph
63
64
Help Shape Future of Forms – Provide Feedback
http://officeforms.uservoice.com/
65
Developer Updates – Focus on Office 365 Development Story
• App Model is future
• Contextual Apps - Continued
Investments on App Model
Innovation
• New Office 365 APIs - Allows
websites and native applications
to consume O365 data – REST
APIs for files, people, lists, mail,
tasks, and calendars
• Toolset – Visual Studio Cloud
Business Apps, Access, Windows
Azure
• New Open Source Android SDK
for Office 365 - No update on
iOS SDK
• SharePoint Online Workflow
Apps
66
Have feedback for Office Developer Platform?
http://officeforms.uservoice.com/
67
Developer Resources
• New Office Web Widgets - People picker and list view, many more coming, Nuget Package
• New Office 365 APIs Tools for Visual Studio on Visual Studio Tools Gallery
• New Android SDK for Office 365 on GitHub
• March 2014 Update of Office Developer Tools for Visual Studio 2013 – New Cloud Business
Apps hosted in Windows Azure, download from here
• Office App Model Samples on CodePlex (https://officeams.codeplex.com/), dev samples with
real-life cloud development scenarios
Resources:• The Office 365 platform - New opportunities for developers
• New Office REST APIs and Developer Tools for Visual Studio Update
• SharePoint Online Client Components SDK
• SharePoint 2013 and SharePoint Online solution pack for branding and site provisioning
Benefit # 6 => Continuous Innovation
Latest and Greatest in Cloud
Introducing New Office 365 Change Management Cycle - First Release
69
Enhanced New Office 365 Change Management Cycle - NDA Preview and Public Roadmap
70
http://prereleaseprograms-public.sharepoint.com/
Benefit # 7 => No More Tricky Upgrade projects
Upgrade SharePoint On-Premises to:
SharePoint2013 SP1
Enables Cloud Integration, today
OneDrive for Business in Cloud, today
Enables 1 TB Personal Storage in My Sites (25 GB by default)
Enables Hybrid My Sites (Audience Based)
Build a responsive organization, today
• No more investments in SharePoint Social Features
• Replace SharePoint Newsfeed with Yammer
Search across environments – Query Federation
Make the inventory of current feature set and decide which workloads can be moved to cloud
Upgrade to SharePoint 2013 SP1
Great candidates for Cloud
• Personal Sites – Move partial/full set of employees to OneDrive for Business
• Social – Disable SharePoint Social and use Yammer for Enterprise Social
• Collaboration Team and Project Sites which doesn’t require compliance and complex reporting
• Shared Drive – Do you have Shared Drives? Move it to the cloud – 1 TB Site Collections
• Search – Configure Inbound/Outbound/Both Hybrid Search
78
Prescriptive Guidance to adopt Cloud – Hybrid Model
Office 365 Community – Blogs, Forums, Wikis
82
http://community.office365.com/en-us/default.aspx
FastTrack – Office 365 Adoption Resource
83
http://fasttrack.office.com/
Discover SharePoint – Office 365 Training Resource
84
http://www.discoversharepoint.com/
Microsoft Office Contoso Demos – Office 365 and SharePoint 2013 VMs
86
https://www.microsoftofficedemos.com/
87
Join Office 365 IT Pro Yammer Network
https://www.yammer.com/itpronetwork
SharePoint Online Service Description
http://technet.microsoft.com/en-us/library/jj819267.aspx
SharePoint Online: Software boundaries and limits
http://office.microsoft.com/en-
us/office365-sharepoint-online-
enterprise-help/sharepoint-online-
software-boundaries-and-limits-
HA102694293.aspx
SharePoint Online Hybrid Configuration
http://technet.microsoft.com/en-us/library/jj838715.aspx
SharePoint Saturday Chicago Suburbs 93
Speaker Feedback: SPSCSM.COM
© 2012 Slalom, LLC. All rights reserved. The information herein is for informational purposes only and represents the current view of Slalom, LLC. as of the date of this presentation.
SLALOM MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
