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You found the backup wrap up your go-to podcast for all things

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backup recovery and cyber recovery.

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In this episode where you're talking with Microsoft 365 expert Vanessa

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Toves about backing up Microsoft 365.

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It was, uh, one of our most listed to episodes a few years back,

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and I wanted to play it again.

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I did trim it down a bit for length to make it a little easier to

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listen to and remember, please, Microsoft doesn't back up your data.

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They just host it.

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You own it, you're responsible for it, and if something happens to it,

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you will be the one to restore it.

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Vanessa breaks down exactly what Microsoft does and doesn't do and what you need

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to do to protect your data in the cloud.

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By the way, if you don't know who I am, I'm w Curtis Preston, AKA, Mr. Backup,

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and I've been passionate about backup and recovery for over 30 years, ever since.

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I had to tell my boss that we had no backups.

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Of the database that we just lost.

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I don't want that to happen to you, and that's why I do this.

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On this podcast, we turn unappreciated admins into Cyber Recovery Heroes.

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This is the backup wrap up.

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Hi, and welcome to Backup Central's podcast.

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I'm your host, w Curtis Preston, AKA, Mr. Backup, and I have with me all

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the way from the Bay Area, none other.

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Prasanna, MALDI, how's it going?

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Prasanna?

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I'm good.

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And our uh, Microsoft 365 expert, Vanessa Tove.

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How's it going?

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Hello.

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Thank you guys.

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It's going well.

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I'm excited to be here and, uh, be on my second podcast with

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you, your second podcast.

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Anyway, uh, so we had a really good conversation, Vanessa, I find myself

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arguing when I'm talking to, you know, random people and sometimes not

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random people online is, well, gee, isn't this the whole point of SaaS?

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Right?

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I, I, I moved my application up into Salesforce, or I moved it into G Suite,

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or I moved it into Microsoft 365 and, you know, this person told me that I now

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don't need to worry about backing it up.

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What's your thoughts on that?

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I think that's false.

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I know this would be a great surprise, but I agree with you.

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Right?

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I, I really look back to, uh, let's just talk about the, the,

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the companies that migrated or are migrating to 365 from on-prem.

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Um, it was never really a question, uh, for an organization to say,

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we, this is our environment.

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We must back it up.

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We, you know, whether and they, they've made those investments

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because of whatever the situations were that drove them to do that.

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Right?

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And the type of companies, and it's no different.

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So I'd say the first and foremost, the reason to back up your SaaS base

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information is that you own it and you have a responsibility to, you know, uh,

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to the organization that you work for, to, uh, to right safeguard that information

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regardless on what platform it is.

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And, and then of course, for whatever the, uh, the other reasons that

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everyone else that we all talk about.

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But truly, the, the most important reason is that you own that information.

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I, I mean, there, there's a number of reasons why, but ultimately,

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uh, you have responsibility for that to your organization.

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Right.

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And, and

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wait, doesn't the SaaS application company or the SaaS company.

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Own your information.

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Aren't they responsible for protecting it, making sure it's

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available, all the rest of that?

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Yeah.

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I mean, they have a platform, uh, and their responsibility, you know, they,

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they basically sell a service for you to access their services and to save whatever

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information, you know, uh, however many rows of information, however many files,

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and use that service and to be able to a, you know, access your access that,

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but it's not, I, I don't, I don't believe that if you were to ask, um, uh, bank of

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America, if they think that Microsoft owns their information, the answer would be no.

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Hmm.

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And that would be no different for the small company like my sister's,

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uh, hard cider company in Auburn.

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Uh, common cider, you know, she's been on 365 and Microsoft

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does not own her information.

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They do not own, you know, she is paying for a service to utilize their technology.

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Um, and, and where that's concerned, you know, the first and foremost

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reason is that it is your information.

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Uh, it is the company's information.

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And I think a lot of people fail.

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Like they think that I'm going SaaS, but SaaS is just another application, another

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platform, a manner in which to right to interact with, uh, whether it's, you

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know, using a Dynamics or Salesforce.

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Um, it is just another application by all means or another platform,

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but what's in it is yours,

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right?

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And yeah, I think I agreed that that's, that's sort of why you like, from a Phil

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philosophical perspective, I completely agree that this is your information.

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And, and also there's, there's what we call the shared

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responsibility model, right?

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Doesn.

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Doesn't Microsoft lay this out?

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Or, or, or not?

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Yeah.

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I, I think Microsoft, or from my understanding too, is that Microsoft

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wants to ensure that you have access to their platform and they will do

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everything that they need to, to ensure that, um, you know, that you can access

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it, that you can get to your information, that your users can log in, and all

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of the infrastructure that goes into that, that is absolutely why, you know,

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they back up their systems, um, and why they back up all of their servers.

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Right?

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So that's, that's exactly why they're doing it.

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So, um, it's more from an

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availability perspective rather than Correct.

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And I think that some, well, in fact, I know that some people when they read

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the SLAs, uh, if they read the SLAs, right, uh, big assumption, you know.

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Yeah.

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If, if they read the SLAs, they see avail.

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Guarantees, and they immediately translate that into that, that

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that's the availability of my data.

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And it's not, it's the availability of the platform,

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which is a really big difference.

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It is.

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It's a, it's a completely different thing.

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I can log into Outlook, but as a good example, I logged into my Outlook

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and or I, I, my Outlook client and my online archive wasn't there.

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I didn't see it there.

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And, you know, so I had to just, I, knowing how it works, sometimes

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I closed my client and I opened it back up and there it was.

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So you you did the old turn it off and turn

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it on.

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Yes, turn it on.

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Turn it off.

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Um, and, but, but that's the kind of the concept is that I, right.

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I use that online archive and there's, excuse me, some rules that are set

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in place that allow me to move things to that online archive for a reason.

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So I rely on that online archive.

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Everything, you know, and what that service is there for.

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Uh, so the availability of that, I mean, underlying to this is Microsoft's,

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um, investment in ensuring that you and millions of other companies out

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there and all of their, you know, the millions, hundreds of millions

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of other, uh, employees can ac access this information at any time.

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Right.

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Um, now, so let's talk there.

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Would you agree though that there is this perception that when you

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go to a SaaS service like 365, like Salesforce, like G Suite, that

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backups are part of the service?

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Have you, have you run into that idea quite a bit?

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Um, you know, I, for sure.

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I would say people trust in the fact that it will be there.

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They trust in it more.

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Uh, you think about.

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You know, when it was on-prem, you had your hardware, you had so many different,

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you know, components that could go wrong, things that could go wrong.

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Um, so I think it provides people with a sense of, of, of, uh, maybe

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comfort or trust that yes, uh, I can go there and it's always there.

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Yes, it's always up,

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right?

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And yes, it's always available.

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I mean, un unless something really unfortunate happens.

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Um, you

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mean like last week?

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Yes, like last week and, you know, sorry, that was just too easy.

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Um, no, I know, but that's it.

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I mean, I, they, they, they were able to turn turnaround and

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probably roll back some, right.

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Some update that they pushed out to

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Right.

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All of their infrastructure.

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Mm-hmm.

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Um, and they had the mechanisms to do that.

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They made, they've made the investments to be able to recover in moments like that.

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Yeah.

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And, and it's, um, it's.

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I, I, I, I, I'm glad you mentioned that that's, that's part of the idea.

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Because I think the same true when I think of, you know, I, I, I often say the phrase

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young whippersnappers, when I think about young Whippersnappers, um, in it, like all

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their di, all their devices are all flash.

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Right.

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And so they, they, they've grown up in a world where their storage

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device is a thousand times more reliable than the ones I grew up on.

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We backed up everything like every second because that, that hard drive

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could just die any moment, right?

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Yes.

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And if, and if it was a, if it was a laptop hard drive, and it, you

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know, it was being banged around, you know, around all the time.

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So you really had to back that up.

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But now we have these, I mean, my phone, my iPhone has a bigger, hard

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drive than the entire data center when I, when I joined the IT industry.

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Okay.

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And it's flash and nothing has ever gone wrong with that device.

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I'm sure some people have lost it, but, but I think it's the same

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problem that there's this perception of like, well, it's Microsoft.

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They know what they're doing, they're gonna take care of my data.

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And even when they have an outage, as much as I like to make fun of

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it, the, the it, it came back up and all my stuff was still there.

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Right.

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Um, so I, I think that's a valid, um, what Prasanna, what do you think,

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what do, do you have any idea like why people feel this way about SaaS apps?

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I think it's just that SaaS apps have given that perception, right?

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That you, everything is handled for you, right?

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They're simplifying things and so people just kind of assume, Hey, if

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everything is done for me, I don't have to worry about anything, right?

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I also go ahead.

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And so I think, and then no one questions it, right?

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They're like, oh, it's not running.

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It's not something that I would've had to manage or worry about before.

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'cause it's kind of like either infrastructure or it's

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the underlying mechanisms.

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Everything I'm just interacting with is like a browser or a service.

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So why do I have to worry about backing it up?

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And they don't always tell you or give you those APIs, for instance,

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to be able to pull your data out.

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So you're like, oh, if they're not giving me the APIs, then maybe

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I don't need to worry about it.

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Yeah.

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And, and, and so, and here's where I'm, here's where I'm

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gonna sort of gripe the most.

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Uh, there's a couple rip away.

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There's a, there's a couple of bones I have to pick with Microsoft.

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One is the API one, and we'll come back to that.

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But the other is, I don't think that Microsoft specifically, and I,

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and I'm gonna say G Suite as well, that I don't think that they have.

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Plainly stated that they could settle this, they could easily

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settle this with a position, you know, on their website that says, we

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are not responsible for your data.

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We've, yes, we've built in some nice, like recovery features, but

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your data is your responsibility.

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You need to use some sort of backup system.

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They could settle this once and for all, but they don't, uh, my so, so in contrast,

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Salesforce for example, did do this.

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They, they actually had this, they had this, uh, I dunno if you, uh,

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Vanessa, are, are you aware with, uh, are you aware of this thing that was

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called the Salesforce Recovery Service?

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Oh, no, I'm not.

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Okay.

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It was horrible.

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I I'm not gonna spend that.

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That never worked your time on it.

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Yeah.

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Yeah.

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Well, so basically if, if you didn't back up Salesforce, you could go

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to the company and you could say, listen, we didn't back it up.

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We screwed up, here's $10,000.

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And then they would, uh, they would create a, a, a zip, a bunch of zip files of each

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of the objects in your Salesforce account.

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The objects, you know, in Salesforce is like a table.

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So each of you know users, uh, opportunities, uh, you know, contacts,

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leads, these are all objects.

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So they would create a zip file for you of the, of each object, which you would then

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download unzip, and then use data loader, which is their tool, uh, to upload these.

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And you have to upload them all in a certain order or it won't work.

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'cause there's like refer referential integrity issues.

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And for this, you paid the.

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You, it was $10,000 and it took six to eight weeks.

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And it, and it never, and it, there was no guarantees of recovery.

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So it was just the worst service ever.

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And they eventually, uh, the end of July this year, they

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eventually said, you know what?

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Basically this product stinks.

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We're not gonna do this.

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And we're, we're not gonna offer it anymore because people were

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using it as a crutch to say they didn't need to back up Salesforce.

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And they're like, you know what?

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If you ever actually a asked for this thing, we were kind of

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embarrassed to give it to you.

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It was so horrible.

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So we're gonna pull it off the market and you guys need to back up your, your stuff.

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So they've made a public statement that says that Salesforce customers

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need to back up their data.

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Microsoft has not done that thing.

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And I, and, and I'm, I have my theories as to why they have, uh,

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do, do you think they've helped this?

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Uh, issue at all.

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I don't think that they make it a point to, to bring it up.

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Uh, I think they talk about reliability.

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Uh, they talk about their platform, their investment, their growth.

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That's their focus, right?

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That's the focus.

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I can't speak for that, but I have my own theories, but I don't think

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I can share, share that right now.

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Yeah.

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Um, right.

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But, uh, I mean

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I, yeah, I, I, I think

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ultimately when you, yeah, when you're dealing, when you're dealing with

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any SaaS platform, uh, I'm not even Microsoft, you have to ask yourself,

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um, you know, if I'm an IT director of, uh, whatever, VP of it, I, what is the

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risk of the loss of this information?

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I mean, that is what, why we do this, right?

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This is why we back up.

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What is the risk if this was not here tomorrow?

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Right.

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Uh.

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Doesn't Microsoft offer backup?

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I think they're building a backup, um, uh, enterprise,

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sorry, sorry.

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With their like E three, E five.

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E nine.

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Don't they offer No, no,

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there's no, there's no backup

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feature.

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No, no, there's no backup.

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Oh, it's E three, E five, E one, E three, E five plus the

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other ones, the other letters.

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Yeah.

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Those come with like e-discovery and stuff like that.

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The two bones were, I don't think that they, they make this clear enough.

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They just, they basically just, it's like, it's like the elephant in the

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room that nobody wants to bring up.

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Right?

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They don't, they don't, they don't say one way or the, I do find it weird that

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the consumer version of the product does have a very clear statement in it

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that says you need to back up your data.

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The business version of the product, which is, I'm gonna say very similar

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from a data protection standpoint, um, does not have that verbiage in it.

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But anyway, there's that, and then there's the issue of they make some.

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Of the data, I'm gonna make up a word not backable.

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Right.

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So in the previous, in the previous, uh, podcast, we talked about things

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like Yammer and Planner, and these are products that they, my understanding is

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they're products they've acquired, right?

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Is that correct?

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Yes.

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Right.

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For sure.

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Uh, uh, Yammer.

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Yes, I know.

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Yeah.

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So they, they brought 'em in and they brought 'em to production

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without providing any APIs for anyone like dva, uh, to, to get

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the data out and back it up.

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Right.

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Um,

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and that's very likely because of its original architecture, right?

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Not so much.

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Um, you know, one of the, I'll, I'll just say in defensive of the

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acquisition concept that Microsoft does is that, uh, the life of that

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product will change once it's brought into the Microsoft, the true Microsoft

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ecosystem of, of development, I think.

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Uh, so yes, as, as.

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Applications are acquired, uh, and incorporated in as an app.

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Um, initially probably we don't have an API for certain things because

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there might not have been one at all.

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Right?

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Right.

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Yeah, I, I guess I've just, I live in this weird world, Vanessa, where a backup

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is like super important, and then I would never go to production with an app

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that doesn't have a way to back it up.

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But I know that I wear, I live in this, this very, uh, distorted view

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of the world, but I, I understand that's exactly the, the situation.

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And hopefully this will be resolved over time, and then companies like Druva will

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be able to, uh, to back up that data.

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Um,

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but I think at the last podcast we had talked also right about how

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all this data is important, right?

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If you don't have the Yammer or you don't have your planner data, right?

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It's not that you truly have a full backup of your environment.

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Right.

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Agreed.

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Right.

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Yeah.

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So it's important to get that data.

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It's just frustrating that we can't, that, you know, we and other

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vendors are not able to do so.

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Um, so, uh, which is, I, I was actually just, just prior to recording this

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co this podcast I was editing our other, um, we have a, an interesting

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podcast where you have a, a, a, what, what's you call ba a backup Anac.

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Have you heard that term before, Vanessa Anac?

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I, I have not.

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So it's a, it's a British slang term, which means a person who follows sort

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of a fringe or boring topic, right?

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So like, you could be like a train anac.

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You can't be a Microsoft 365 anac because there's millions of people using

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it and love it and blah, blah, blah.

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But you could be like a, you know, but, and so he's a backup anac and what he

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is, his complaint was that the, there's a lot of consumer, uh, SaaS services that

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there is not a way to back up that data.

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Not, not in any sort of normal way that I would recognize.

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And so we, that's, we talked about that and you guys should

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check that up, podcast as well.

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So let's talk about some of the things that, um, I know that there's some

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users that are, some, uh, sorry, I know that there's some listeners that

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are listening and saying, but, but I can restore, like in Microsoft,

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I can restore previous versions.

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I can restore an entire OneDrive account.

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Um, I can, you know, I can restore deleted files.

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Uh, you know, I could do all of these things in, uh, you know, Microsoft 365.

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So how is that not backup?

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Well, I think it, it comes down to also the situations that, you know,

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um, the end u we kind of have to split that as a, as an end user.

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I have a feature.

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A feature is to be able to go back to a prior version.

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And the prior version, literally just being.

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Still in the same spot still there, and I can absolutely create a new version.

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So I wouldn't say that they're restoring anything, but they're

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literally just copying a prior version and they're making a new one.

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Um, uh, so there's the, the, the end user expectation and features, right?

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That, that's one thing I can go into my recycle bin if I

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deleted something and Right.

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Uh, hopefully if I've, if I, you know, I go in there before it actually gets purged

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and goes to the second stage, then, uh, you know, I can, I can get to that file.

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But it's never really in the, the typical that backup solutions are needed.

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Uh, it's always in the, you know, the situations that are unexpected.

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Um.

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Or even whether it's, you know, maybe intentional or even malicious.

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But you know, I would say malicious being less than intentional.

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Um Right.

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If that makes sense.

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No.

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Does

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that make sense?

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Okay.

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Okay.

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May maybe I understand, but help me understand.

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Yeah.

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Uh, I, I also like to say users happen.

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Okay.

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They happen and they act in certain ways, uh, and applications.

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I, I think, like my son can get on, I actually had my

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son get on and I was curious.

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I asked him to create a page and I wanted to see how well he can, he's nine.

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How well he could actually create a page, like was it user

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friendly, you know, for a child.

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Mm-hmm.

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Um, but users happen.

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He was doing things that, uh, the application.

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No, maybe they didn't quite test for or Right, of course.

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Yeah.

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And right.

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That, that's a user, but that same thing happens too for the administrative side.

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Uh, you don't find an individual with just the, generally the

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job of 365 in most companies.

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You know, most companies, 365 is administered by the, you

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know, it maybe the help desk.

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And you have a, a team of people that someone needs to go do this.

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That person, this person creates an account, uh, the accounts,

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this, this person does, you know, uh, groups, whatever it is.

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Um, so it's not just necessarily one person.

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So when you also don't have a level of, of knowledge, of a deep knowledge of what

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it does, and you don't understand the relationships from one thing to the other

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users, that that concept of users happen.

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Also happens on the admin side.

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So, um, and those are the things like the users happen.

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Unintentional things that happen when I interact with an application

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I'm not aware of, I, I may not know.

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Uh, and then absolutely the, the malicious, uh, part where you might have

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third party, um, you know, people coming in from the outside, like ransomware,

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um, that you're trying to protect again.

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And then you also might have somewhat of a trusted person that might be, you

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know, a, a contractor or a vendor or whatever it is, or an, uh, honestly,

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an ex-employee that logged in and you hadn't shut down their account and Right.

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Those are malicious, uh, intent.

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So there's, there are very specific reasons beyond your, your responsibilities

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as an organization to back up, um, right.

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Users happened and malicious intent.

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Yeah.

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Users happen and admins happen, you know, just because somebody's in it doesn't mean

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they know what the heck they're doing.

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Right.

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Yeah.

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I mean, they, they manage, I mean, like, you know, they, they'll manage, um,

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10 different enterprise applications.

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And especially since, you know, everyone thinks it's all, it's very easy, oh,

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we've got, uh, 365, it's in the cloud.

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I don't need an exchange admin anymore.

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Yeah.

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How, how hard can it be?

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Right, so that, that organizations look to tighten their belts as they,

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um, take on these SaaS applications.

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So you have admins that are stretched relatively thin and may not know an

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application as deeply as they need to.

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And

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that's actually interesting.

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Be effective.

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That's actually interesting.

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Like even if I look at Salesforce, right?

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You have specialists like admins who are very specialized in

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understanding how Salesforce works.

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Because even though SaaS is supposed to be simple, it's powerful and

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complex and you need an admin, right?

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I think Microsoft 365 is the same way, even though it's they've took away

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managing infrastructure, there's still other aspects you have to administer and

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be a specialist in that requires you the time to be able to do that effectively.

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Absolutely.

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I mean, you can't just, uh, go roll out multi-factor authentication

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without understanding, you know, the self-service password reset.

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Uh, I, there's just a number of things and it's, it's when you have, and not

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everyone invests in their employees on the administrative side to become it, to

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go, to get education on the admin side.

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Um, it's supposed to be easy.

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Yeah.

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It's supposed to be easy.

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Right.

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Uh, you know, and I'm, I'm flashing back to, um, yeah, so it's, I think

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it's the problem that you just talked about and then honestly, you know.

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I, I, I love, I love all my admin friends, but like I said, not

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all admins are created equal.

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Uh, I, I do remember that was a, that was a person in, in early in my career,

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there was a person that, uh, me and another guy would, he would, he was a

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customer and we interacted with him a lot.

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And you would, you would explain something to him and it would seem like he got it.

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And then five minutes later, if you asked him a question about the

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thing, you just explained it to him.

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It, he, he, it was like he didn't, he didn't get it.

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The thing that you just explained that you thought he understood.

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And so we developed the term, you know, the term, uh, worm, and

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it's a, it's a, it's an acronym, uh, acronym write once read many.

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So it means like, like a DVD or there, there are, there are.

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Storage options like an S3 to do worm as well, where basically once it's

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written, you can't be changed and then, and then you just read it many times.

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So we developed a term for this guy.

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We, we called his memory, uh, worn memory, uh, write, often read never.

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So, yeah, so, so it's the people make mistakes and then

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there's bad people, right?

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And, and

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yes, I mean truly that like, people make mistakes and then there's bad people.

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I mean, yeah.

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Um, the, yeah.

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Uh, and bad people.

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I think the bad people part has, well, I don't know.

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What, what's your perception?

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Has the bad people part gotten worse recently?

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You know, when the, the last, the last couple weeks?

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Um, I know from what my understanding is, right, there was an authentication,

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uh, issue with, um, with 365.

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And I just, you just have to wonder how often these SaaS.

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Applications are being, um, you know, attacked, I guess I should say.

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That's the easiest thing.

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Yeah.

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Yeah.

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Um, and I'm sure that they're not gonna necessarily always come out and say that.

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Um, but I think that that with more people going to SaaS applications, that

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Absolutely, that becomes more of a target.

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Just like, um, you know, as every version of Windows has always

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had their issues, you know, and it was always a target, right?

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For viruses, uh, that came through your email because people work, right?

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They work and they live in Outlook.

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But I do think that, yes, I think that malicious intent is happening

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more and more by all means.

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And especially as more and more companies store more of their data, valuable

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data in the SaaS applications, right.

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It becomes sort of a great spot to target.

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Yeah.

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Is, it is both a point to share things and a point to steal things,

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you know, and, and with both of those, right, users happen, admins

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happen and malicious intent.

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Um, it doesn't, you know, Microsoft has as, as great, um, tools in terms of

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like, they have their e-discovery, they have retention, but that's still, that

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doesn't address the underlying issue of how do you protect against, right.

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Those two other things.

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Yeah, we,

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I want, uh, retention is completely different than, uh, backing up.

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Yes.

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Thank you.

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We're gonna, I, that's gonna be our next topic.

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I, I'll just fill in on this, like, admins happen, so, you know,

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especially since I, I spent a few minutes making fun of another person.

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I'm gonna throw myself out there.

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I try, like, I try really hard not to, uh, not to get subject to.

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My, you know, I, I get attacked.

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I get phished, I get, you know, ransomware attacked and Right.

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And so I'm, I'm constantly Don't click on that.

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Don't click on that.

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I actually got successfully phished the other day and ended up accidentally

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giving my credentials to a really important site to a black hat.

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Um, because I, because I was tired and not paying attention.

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And the, and the email came right at the right time and it looked like an

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official email from the place in question, and I immediately changed my password.

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Um, and so I, I, I think because I, I realized what it was one of those, one

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of these things where I'm trying to be, I'm trying not to say what it was, but

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it was one of these things where like, we do this service for you and you need

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to log in once a year to, um, renew.

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Like, to reconnect us.

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To your, this other thing that we look at for you.

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And it was coming right at the same time that my renewal was happening.

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So it was just very fortuitous and I to, I, I totally fell for it.

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And I went in and I clicked.

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And within, as soon as I logged in, I realized, and it didn't ask

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me to do the thing I was asked to come do, I realized crap, I, I just

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successful, I just got phished.

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And I immediately changed my password.

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And then I contacted the vendor.

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And here's the part that made me the most angry.

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They don't, they couldn't tell me if anyone had logged in with my credentials,

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which is bonkers.

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Which is bonkers.

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And I was like, you can't tell me if it, like, just, I'm like, literally

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the last minute has anyone other than you know, this IP address.

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Like, and they were like, no, we don't, we don't, we don't have that information.

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Uh, they, they, they didn't, and then I got even more angry when I realized that

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this particular system, which I'll just say it's, it's a kind of system where you

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store really sensitive information and they don't have two-factor authentication.

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So

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Curtis was a little annoyed that day.

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I was a little annoyed.

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And so I guess what I'm saying is, you know, I, I feel, I feel I'm a pretty

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smart person and I'm a person who focuses so much on data protection and data

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integrity, and I, you know, I, I I, I get annual training from, you know, at, at dva

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we have to do annual security training, and I, I know all that stuff, but

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sometimes you're tired and sometimes you mess up, and then you click on something

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and then next thing you know, you've given elevated privileges to a, to a bad

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actor, to your Office 365 environment.

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And then boom, bad things happen.

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That was my really long story to get there.

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But let's get, let's get back to retention policies.

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I'll give my summary.

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When, when there are those who say you don't need to back up, they

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point at retention policies as the reason why you don't need to.

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Because I can go in and I can say, um, you know, every email, every document, every

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version of every document, everything, and SharePoint, every chat, everything

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is gonna be kept for, you know, 90 days or 180 days, whatever number, right?

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And, and, and that, and that, that is what gets around like a black hat.

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If they were get in, like if a user did something and then they want to delete the

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history of the bad thing that they did, that, that, you know, that, that they,

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they, they can't delete the spreadsheet because we have a retention policy

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that says that they can't be deleted.

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Um, and my experience with that was that it's really good for

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retaining all that information.

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But it's an e-discovery tool, not a restore tool.

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And so getting all that back and saying, okay, take all of Curtis's

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emails and all his folders and all his OneDrive stuff, and all his folders

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go put it back where it came from.

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It just simply isn't designed to do that.

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So is that, that's been my perception.

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But again, we established on the last podcast that I am a 365 noob.

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So yeah.

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So

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Oh, oh, you didn't have to agree with that so strongly.

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She

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was like,

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yep, that is

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true.

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Oh, yeah, yeah.

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We totally, we totally agree.

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Curtis doesn't know.

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He's talking about,

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you know, the difference between a group and a team.

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I, you know what, it's a big, it's a big, it's a big step for me.

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Alright, alright.

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Important.

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Okay.

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Right.

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Yeah.

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Um, no, I, I think you made the point, but one of the things that

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you have to also realize is that, uh, let's talk first, we'll talk

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second about retention policies.

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Okay.

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But first in 365, more importantly.

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Is not everyone uses retention policies.

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Agreed.

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In fact,

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what do you think, what do you think the percentage is?

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Oh, I would probably say it's with, like, if we talk about companies that

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would use retention policies, the actual feature of retention, uh, within

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365, it's a very small percentage and your, it's more your large enterprise.

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Um mm-hmm.

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Maybe, hopefully companies that are publicly traded, um, you know,

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well, why wouldn't they use it if it's part of the platform?

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Is there a cost?

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Is there,

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oh, it's a, it's once again comes down to the implementation

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of it, the management of it.

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Um, you know, when you, when you build out or design retention, there's a process

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and a flow that goes to that, uh, retain x, you know, if something happens, right.

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I'll talk about a policy.

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If, um, I, I guess it goes beyond, just click the button.

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Um.

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If something happens.

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Uh, well, let's first talk about like the, the companies and why they don't.

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Mm-hmm.

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Um, it goes back to the, uh, one admin managing multiple platforms and the

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fact that there is retention possibly available for their license, right?

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They have a help desk ticketing system that they've got 30 tickets to deal with.

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Retention is a strategic, uh, initiative by an organization to do something.

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And there is you, you know, you require people to actually plan

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it, to implement it, to monitor it, to ensure that it, right, that

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there is a purpose for retention.

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Still functioning still, and it's still going versus, yeah.

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These buyers that you have, that you are immediate,

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you alluded to licensing, is it not in all of the versions.

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I don't think it's in, in all the licenses.

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And once again, right.

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That changes.

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I think they, um, you know, I think there was a change to, uh, the business.

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So I think it is in enterprise licensing, but don't, I don't take my word on that.

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I'm not the licensing expert

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right now.

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So it's safe to say it might not be in all versions.

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Yeah.

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But even if it were, uh, when

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you, you might not know that it's, there might not.

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Absolutely.

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You know, it's not on by default, someone has to turn it on, which means

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you need to know to turn it on, and then you need to turn it on correctly.

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Yeah.

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I, I would say people use SharePoint more than they use retention.

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Mm.

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Um, right.

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And, and SharePoint is what, third, right?

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The third used application, uh, in, so there's just so many

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things, but even beyond that.

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You have to think about what's the, the direction of the right, of the, the IT

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department that, that is managing this 365 is, um, right, is retention or compliance.

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Uh, if they're not under some SOX compliance, they're, you know, and

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they're not a publicly traded company maybe where they just, there's

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things that they have to do going in and creating an eDiscovery case.

Speaker:

Uh, and, and you know, and, and everything that goes into that.

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There is a, there's a purpose to that.

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Uh, so your IT person is not gen generally going to be the one that says, let me go

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create more work for myself, to be honest.

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Right.

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I that's, that's

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true.

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It's very true.

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It's like, uh, if I turn that on, that is more work.

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And that's why I tell people, like one of the first things I would do when I would

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go interact with a company, any company, whether they, they called me in to do a

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build a Power BI dashboard or, uh, build an intranet, um, the very first thing I

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would do is a 365 audit, a backend audit.

Speaker:

It's like 30 points of do you know this is where you are.

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Because before I build something like an intranet, I want you, you know, you

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have to understand where you are with all these other things that could potentially

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impact it as an example, you know, so I know we're not, we're kind of straying

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away from retention, but that's, um, the point being No, you're doing, you're fine.

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Yeah.

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There's so many components to 365 that if I had to give you a percentage of how

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many companies actively use retention.

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I would be surprised if it were over 5%.

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I was gonna go with 5% as well.

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Yeah, small.

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But, but, but again, I'm totally, I'm totally making that number up.

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Yeah.

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You've actually, you've actually been out there in the wild, so

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that's a really good point of that.

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Basically it's just not widely used, number one.

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Number two, and I think this, this is, I think, equally important

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for people who have turned it on and they think, now I have backup.

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If you think that you've clearly never used it to restore anything.

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Right.

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Unless it was like a single email or a single document, because

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Yeah.

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And, and, and in the, and in the world of 365, let's say, let's do retention because

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I want to use it as a, i, I think I wanna use it as a backup retention and, and

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creating, you know, retention for content is, um, once again, there's a. Processes

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that are generally part of retention.

Speaker:

A company doesn't wanna keep anything over seven years.

Speaker:

So they create a retention policy in X for content, maybe on SharePoint, wherever.

Speaker:

Um, but then what about, you know, there's retention for my email.

Speaker:

Okay, let me see.

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I've gotta go create a retention on every single person.

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I mean, every single person, person

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creating and different have, and different people might have different

Speaker:

retentions too, like your ccio and Absolutely everyone else might

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have different retention policies

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than, so it is, it's, people go about, uh, creating retention generally.

Speaker:

Generally from what I've seen, retention policies drive are

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driven down at the content level.

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And yes, on emails usually for, um, your manager, you know, your VP level

Speaker:

and up, um, individuals you might wanna retain and hold their emails, but.

Speaker:

It's rare that you find, uh, companies using, um, really effectively using

Speaker:

the retention policies of 365.

Speaker:

I thought I had seen that.

Speaker:

I could if I want to, although I might not want to.

Speaker:

If I wanted to, I could do a single retention policy at the very tippy

Speaker:

top of Microsoft 365 and just say, I want everything Exchange online,

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SharePoint, OneDrive, uh, all of the things, I want, everything in here

Speaker:

retained for at least 90 days go.

Speaker:

Is that not the case?

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Okay.

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So first of all, I've never seen that.

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Um, and usually retention is, from my understanding and what I've done for right

Speaker:

mm-hmm.

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Is at an individual level.

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Or at potentially a site level, like a URL specific, like this

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site, uh, everything underneath it.

Speaker:

This person

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probably because you're viewing retention more from like a

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normal use, not a backup use.

Speaker:

Correct.

Speaker:

But if I was gonna use it from a backup use, that's the way I would do it.

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I would say I wanna retain every single thing for 90 days

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or whatever the, the term.

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And I, I think I could do that, but I know that if I do

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that, I can impact the storage.

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Going back to one of Prasanna's original questions, I can impact

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the amount of storage that 365 uses and as a result, increase my cost.

Speaker:

Oh yeah, the cost, the cost of the cost of storage.

Speaker:

I mean, not even, I'm not sure of the cost of storage associated with

Speaker:

the retention, but general storage, uh, you know, if you reach your,

Speaker:

your current storage, it's something like $200 a month, uh, for a gig.

Speaker:

I mean, that's not, that's, that's a,

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it's, it's, by the way, this is something that it shares with Salesforce.

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I had, I I, I, I was, I remember being a Salesforce customer and, and the, uh,

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an enterprise Salesforce account came with like five gigabytes of storage or

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four gigabytes of storage or something.

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And I, I had 2 million records.

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So we went over that by like two gigabytes, and they came back with

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the price, and, and they're like, and, and it was highway robbery.

Speaker:

It was the same kind of pricing.

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I was like, are you serious?

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Like, they're, they're like, you know, this is the most expensive

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storage I have ever seen in my life.

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And they were like, well, this is really high end.

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I'm like, you're talking to a storage person?

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Yes.

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This, this better.

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They, they better be writing this on gold tablets for this price.

Speaker:

Um, but, but let's talk about, so, so the, the, the, the workflow of, of.

Speaker:

Retrieving 'cause that, that's the term I like to use for pulling stuff

Speaker:

out of an e-discovery, the workflow of retrieving a large amount of data

Speaker:

from, uh, the edc because you used the e-discovery workflow in 365 to

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get data that, that has been retained.

Speaker:

Um,

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um, yes and no.

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I mean, you have okay, if you use e-discovery yes,

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Uhhuh,

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right?

Speaker:

It actually creates a set.

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And let's say I have a, a rule, everything that Vanessa does, all of her emails,

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all of her files, everything in her OneDrive and these six SharePoint sites,

Speaker:

um, maybe these three groups, right?

Speaker:

That, that will have a, a very specific defined case.

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Um, so a case is something where I would create this case.

Speaker:

I would want to go look for someone and look for any content across all the apps.

Speaker:

Um, and that brings it all together.

Speaker:

Uh, and, and so all of that is all within one, one UI once you're

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actually navigating through it.

Speaker:

So it, it does bring it together in a set by all means.

Speaker:

Mm-hmm.

Speaker:

Um, but with regards to content retention, um, what happens with content

Speaker:

retention is I am, you know, I have a finance, uh, secured site and I want

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to ensure that I purge everything after, uh, after the last modified

Speaker:

date was, uh, two years ago, right?

Speaker:

Two years, three years, seven years, whatever it is.

Speaker:

And you have a, um, a process that basically sits there and says,

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oh, take that and delete that.

Speaker:

That's a, that's a retention.

Speaker:

Like that retention policy is literally to, uh, hold information

Speaker:

and then when it's done, once it hits the certain, right, these certain

Speaker:

parameters, then go delete it.

Speaker:

Go do something with it.

Speaker:

Um.

Speaker:

So that's, there, there are two different types of retention.

Speaker:

So that's, um,

Speaker:

well, I'm, yeah, so I'm just trying to, I, I, I know that retention

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is used for multiple things.

Speaker:

I'm just trying to focus on how retention could be used for backup

Speaker:

and recovery purposes and how it would therefore be really bad at that.

Speaker:

That's what I'm, that's what I'm trying to, yeah,

Speaker:

because, because, so right now, the retention that we've talked

Speaker:

about to date has been around the e-discovery use case, right?

Speaker:

It's all put together.

Speaker:

I could retrieve it, but if, say something happens, something was

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deleted, can I restore from this retention copy back to say, well,

Speaker:

not directly is, is my understanding.

Speaker:

I, I, there's no way directly to pull something that was retained past,

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let, let me rephrase past whatever would be captured by a recycle

Speaker:

bin or the secondary recycle bin.

Speaker:

Once it's gotten past that there's no way to directly pull

Speaker:

it out of the retention pool.

Speaker:

I don't know what the term would be and restore it back.

Speaker:

Would that be a correct assumption or a correct statement?

Speaker:

I'm just trying to visualize that.

Speaker:

I mean, ultimately, if, if,

Speaker:

so your, your problem is Vanessa, you don't

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Yeah.

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You don't think of it like this.

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You don't, don't like,

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I,

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you're

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right.

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I

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mean, you're like, the retention is not a restore tool, so why would

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anybody try to use it that way?

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I'm telling you, there are people, well-known, famous people who are

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saying that retention policies are all you need for backup, and I'm saying.

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There are horrible backup tools because A, you can't restore back directly.

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If you do wanna restore, let's say Curtis Deletes or somebody

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deletes my entire account, I get attacked by ransomware, whatever,

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and my entire account is corrupted.

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You cannot use that tool to restore my account.

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You can use that tool to give me a giant pile of data.

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Of

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stuff

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Yes.

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Of stuff, right?

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Yeah.

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You know what it is stuff.

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It's not data, it's not information, it's stuff, it's a bunch of

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files, it's a bunch of emails.

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Um, you know, it's a bunch of chat messages, but you can't put that you,

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it's like a giant, it's like a big hay.

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Here is a haystack.

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All you need to do is take all the pieces of hay apart, rearrange them, and

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put them back to where they came from.

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Right.

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And there's different types of, I mean, there's eDiscovery.

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Absolutely.

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And you know, the purpose of eDiscovery Absolu, uh, is not.

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To use it as a, a retention tool.

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I mean, I mean, sorry, as a backup tool, right?

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It is there to help an organization create rule-based cases to go and find

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information throughout the tenant.

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Yeah.

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It, it's, it's it's discovery tool.

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Like that's

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absolutely, that's its purpose.

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It's, it's, it's to satisfy any discovery request, not a restore request.

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Yeah.

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I mean, you can also, I mean, people can put like an ar like a, a hold

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on an email and say, I want to, you know, apply this policy to, to this

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particular, you know, this person's email.

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Uh, that's right.

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And that, once again, that's over here in this other app.

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So the concept of, of someone saying, we use retention as our backup, um,

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that's going to be a, a, you know, a painful situation for them if

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they actually ever have to restore.

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More than just Right.

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Restore something at, at a hole.

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Right.

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That's why I was kind of correcting what Yeah, you said Prasanna, because you

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were saying if I, if I delete a thing, like a file or an email, yes, you can get

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back a single file or a single email or something, or a document out of retention,

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but you, you're not gonna be able to put back Prasannas entire world via that

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without a ridiculous, um, level of effort.

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Right.

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And if, and if it's not just Prasanna, but it's Prasanna and, and everybody,

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you know, anywhere related to you because you got infected and then

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that got spread to other people, blah, blah, blah, uh, then you're not gonna

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be, or some other attack right there.

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There have been, you know, I, I do mention, again, trying not to sound

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like I'm anti Microsoft, but Microsoft is no different than any other tool.

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There have been vulnerabilities that have been published that if.

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Um, uh, leveraged could result in someone gaining admin access in a 365 account.

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It, it happens, right?

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Um, and if they did that and then they did bad things, um, they

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could potentially wipe out an entire, you know, organization.

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And then you go to Microsoft and you say, we'd like to see our

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backup, and they say, you know what?

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Backup, right.

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Um, 'cause I did, uh, Vanessa, I actually did, uh, like I created a, like an actual,

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you know, an organization in 365 and um, and then I interacted with Microsoft

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as a customer and I said, let's say the following happens because I mentioned,

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so another thing that I've heard is the, that Microsoft has a delayed,

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replicated copy of, uh, parts of 365.

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Um, that, you know, that there's a copy that's replicated, but

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it's, but it's behind in time.

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Right.

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And that, that could potentially be used to restore your environment.

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I contacted Microsoft and I was like, suppose the following happens and

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I basically, like some bad person comes in and deletes out my entire

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world, can I use, can I contact res support and use your delayed

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replicated copy to restore my account?

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And they're like, no.

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Like, like, that's not what it's for.

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Right?

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Yeah.

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That's for us.

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Right.

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Um, and so, yeah.

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Well, and even know, even in that scenario is you approach

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them with a known question.

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And it's not always the knowns that bite companies, right?

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It's, I don't know what happened or where it happened, but something

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is wrong, something happened.

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Um, how do I get back up and running, right?

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Is what they really wanna know.

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Uh, you know, you know, I'd go back to even SQL Server, even whether it's

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on-prem or right in Azure, is that I had a million rows and then I came back

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the next day and I have 700,000 rows.

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I don't know what happened and unless I wanted to go in there,

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I just need to get it back.

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Hmm mm-hmm.

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And that's usually when we're dealing with, you know, any sort of data loss.

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It's not, you don't have a person that's, uh, you know, three levels up

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from a, uh, let's say a a a, you don't have a CIO sitting up there saying,

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I wonder what happened to my email.

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They don't care.

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What they care about is my email is gone.

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And, or the C Right.

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The CMOs email is gone.

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The ccro email is gone.

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That's what they care about.

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They want to.

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They want action.

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It's like, I need you to go fix this.

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So it's not usually in, um, you know, in the best interest of someone who's

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trying to go restore something to, to fix the problem that they sit

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and try and figure out what happened while they're trying to fix it.

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Usually it's alright, we'll, we'll come back to that after.

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Um, so, you know, when you approach them with a known of, can you,

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can you, uh, restore with that?

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You know, here's the situation.

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The reality is most situations are not, they end up being

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unreal.

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No, that's, you know what, that's a really good point.

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Um, I'm glad you made that point.

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I, I make it, I make it in the following.

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Um.

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Using the following quote, right?

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There are more things in heaven and earth, Horatio than I dreamt

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of in your philosophy, right?

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And it's like, listen, there are a lot of ways to do damages to your

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environment that, that you don't even like know about or can dream about.

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And that's why you have backup.

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And while you might have a way to deal with the things that you know about,

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there are other there, you know, there are bad people out there that are trying

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to figure out how to do damage to you so that they can sue you or, or not sue

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you, uh, you know, get ransom from you.

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And, and why would you not have back to protect you from that?

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I just, and, and, and I would really be remiss, we, we have to talk

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about the, the companies that use retention are like the big, like

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fortune, you know, 500 companies.

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Um, to which I immediately wanted to say, you mean like KPMG?

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Yes, yes, yes.

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You're, you're referring to the, the issue.

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So what do you wanna summarize?

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What happened?

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Yeah.

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So if, if I recall this one correctly, um, there was a policy that they

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wanted to apply to an individual

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mm-hmm.

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If I'm not mistaken, right?

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Yeah.

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They, Microsoft wanted to delete that person's personal

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chat history was the policy.

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Correct.

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Right.

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And they applied the policy, the group probably on the group policy, whatever

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the group policy, whoever was involved in that group, and it deleted all of

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the teams chat completely everywhere

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for, for 146,000 people.

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Oh my gosh.

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That used, right.

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Used teams.

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And so it's, it's, you know, it, it's a, that was a hard, hard

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day, week, month for that person

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I feel, I feel.

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But it was unintentional.

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I

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feel for that person, man.

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Yeah.

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Unintentional, right?

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Like you saids happen.

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Un

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yeah.

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And it's Right.

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Knowledge la uh, and not quite understanding the, the.

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What happens?

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Yeah.

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And education.

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And they

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con And

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what

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happened when they, what happened when they contacted Microsoft?

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I think they said that they couldn't do it.

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Yeah.

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Didn't they?

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Yeah.

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They're like, yeah, sorry.

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Right.

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Yeah.

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Sorry.

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That, you know, you should have been backing that up, right.

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By the way, actually, that, that was personal chats.

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And most companies, uh, don't, aren't able to back up personal chats because again,

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APIs, although we, we figured out a way to go get that data, but, um, but most

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companies aren't able to back that up.

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So, um, even if they had had backup, they wouldn't have been able to, to

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fix this for, for most companies.

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But amazingly, we've been talking about this just to backup for an hour now.

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I'm just super excited that like, I mean, you,

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he's giddy.

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You actually touched this stuff and you, you speak from a, from a

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frame of reference of like, I, it's funny, as frustrated as I was with

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your answers on the, on the, um, the retention policies because you.

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Coming at them from the way that you would normally use retention.

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Right.

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You know, it's like

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how, right, how retention is actually used when, when used.

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Um, I, I've read that and not just, I mean, I've read that in a number of

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places and that basically when people talk about retention, they should not

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speak back up in the same sentence.

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It is not the same thing.

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Yeah.

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It serves, it might seem like it has the same thing, but it

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serves two different purposes.

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Um, and truly should not be considered to be, um, a method an organization

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relies on to back up anything.

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Um, let me,

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let me ask you a question, Vanessa.

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Can you, can you, using whatever tools, can I easily copy like an entire

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user, like, like can I clone an entire user's stuff to another user in 365?

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No.

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Oh,

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not, not give me an exact copy of every place and everywhere.

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Uh, you know, the moment you log in to the moment, you, right.

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Everything that you see about a user is in a transaction.

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Uh, user uploaded, a user edited a, so there's, there could be

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a million transactions mixed in with hundreds of millions of other

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transactions that other users have had.

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So to say, I wanna go make a copy of this.

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And remember we talk about all of the a user and the fact that they

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can belong to multiple groups.

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So I can be in multiple groups, so I can't, I can't go and say, replicate

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this user and everything about it.

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Okay.

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All right.

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I was kind of hoping, I was kind of hoping the answer was yes,

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but clearly the answer is no.

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Okay.

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Well, what, we're gonna have to close this out 'cause we're gonna talk all day.

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Uh,

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yeah.

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Vanessa.

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We have talked for like an hour.

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I don't wanna sound like I'm anti Microsoft, right?

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Even though, you know, I am a, I am an old, an old Unix guy.

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Um, and, and I use a Mac.

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Like, I, I don't dislike the company or, you know, whatever.

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I care about their data and it bothers me tremendously that, that so many

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Microsoft 365 customers and G Suite customers and Salesforce customers

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think that their data is protected by the platform itself and it's not.

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So, um, you know, thank you so much for explaining it

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absolutely.

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You guys are so welcome and I appreciate being.

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Uh, we are, we appreciate you being on, we appreciate,

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uh, the listeners' Prasanna.

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I appreciate you.

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I appreciate you too, Curtis.

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Sometimes

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it's like a mutual, mutual appreciation fest, um, even

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if I am jealous of your hair.

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All right.

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And make sure, uh, listeners, thank you for sticking with us this

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far, and make sure to subscribe