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Cloud File Services: How to Define Their Role and Manage Data Better

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cloud file services

What Are Cloud File Services?

Users can store, access, and exchange files and data via online platforms known as cloud file services, also referred to as cloud file storage or cloud-based file sharing services. Without the use of physical storage devices or on-premise servers, these services offer a practical and effective solution to manage files from numerous devices and places.

Cloud file services can fill many different roles for your business. Often, the use of cloud file services begins with employees using consumer products, like Dropbox, to share files with customers and each other. While sync-and-share can be an effective way to manage files, you should always rely on the business editions to ensure that the business is in possession of, and is managing, your data.

That said, this use of file sync-and-share tends to be transient in nature. At the other end of the spectrum, many businesses are replacing on-premise servers, NAS, and SANs with cloud file services, which become the primary file service.

To help you plan how to create the best cloud file service for your business, consider these working definitions and considerations with respect to data protection and management.

Define the Role of Your Cloud File Service

Transient File Service

  • Transient file services are used occasionally for storage and sharing of files.
  • Often a sync-and-share service (Dropbox, box.net, etc) or a peer-to-peer service (Drive, etc.), files are copied to the file service and shared.
  • In most cases, files sync back, or are manually copied, to their primary location. As the primary location for files is protected by backups and permissions management, transient file service generally don’t need or have backup protection.
  • Permissions management is often the responsibility of the individual users. As such, transient file services should not be used for sensitive or protected (PHI, PCI, etc) information.

Secondary File Service

  • A Secondary File Service will fill the role that the Transient File Service provides, but will also be the home — the system of record — for some information.
  • Companies create Secondary File Services to handle information that is used collaboratively, but wants to keep internally-used data and critical business information in-house. An architecture firm, for example, might have active projects residing in a cloud file storage service while keeping past project data and internal operations (HR, finance, accounting, strategy) on in-house systems.
  • While sync-and-share can serve the needs of secondary file server, peer-to-peer and managed file services provide better control over your data.
  • As a Secondary File Service will be the system-of-record for important information (i.e., the data is not synced or copied to other storage), these file services should be protected by Backups.
  • Secondary File Services may or may not be used for sensitive or protected information. If they are, then active permissions monitoring and management is advised to prevent inappropriate disclosures, leaks, or breaches.​

​Primary File Service

  • A Primary File Service becomes the system of record for most, if not all, of your company’s files and data. As such, the cloud file service will hold sensitive and protected data.  Access, permissions, and protection are as critical in the cloud as they are on-premise.
  • Backup/recovery and active permissions management become critical components for ensuring data reliability, security, and privacy, and may be required for regulatory or industry compliance.
  • While smaller businesses can use the peer-to-peer, larger businesses or those with larger numbers of files find that a managed and structured file service works better.
  • Centralized ownership and control over permissions improves security and efficiency.
  • Sync-and-share services may still be used to support off-line work, but should be managed closely to ensure sensitive and protected data remains secure.

 Hybrid File Service

  • A Hybrid File Service exists when the Primary File Service is split between on-premise servers and cloud-based file services.  A Hybrid File Service differs from the use of a Secondary File Service in that the Hybrid File Service sees both on-premise and in-cloud as equal components of the ecosystem. Data location is based on access needs and usage rather than on the type of data.
  • For some organizations, Hybrid File Services represent a transition period from on-site to cloud file services. For others, Hybrid File Services reflect a broader hybrid cloud strategy that mixes SaaS and IaaS services with on-premise systems.
  • As Hybrid File Services create a cloud-based extension of on-premise servers, a managed file service with central ownership and permissions control is most often the best structure.
  • With a Hybrid File Service, the cloud component requires backup/recovery and permissions protection on-par with your in-house servers.

By understanding and defining the role of your cloud file services, you have a better understanding of the type of managed cloud services to use — sync-and-share, peer-to-peer, or managed file services. You can also best determined the level of backup/recovery, access, permissions, and encryption you want and need to meet your business’ needs and any regulatory or industry requirements.

Office 2013 – Much Ado About Nothing New

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Microsoft recently announced and started providing demonstrations of Office 2013.  And as discussed in this Vanity Fair article, it is clear that Microsoft continues to suffer from lack of innovation.  The number of new features is limited, many of the new features are playing “catch up”, and Office 2013 will lock you into a closed ecosystem.

Here is some of what is “new” in Office 2013:

  • Office 2013 will work with touch and stylus devices like tablets and smart-phones.  You will be able to navigate and annotate documents using touch, much like you can today with a mouse in Powerpoint.  (Not really a new feature, but you can use a touch screen instead of a mouse)
  • Excel 2013 has a few new advanced analytic features that will be useful to hedge fund managers and the like.

Here is some of what is in Office 2013 that is new to Office, but catching up with the competition:

  • In Outlook, you can reply in-line (just like Gmail’s conversation view)
  • In Outlook calendar, you can put an address in the location of a meeting and have a link to pull up a map on Bing (just like Google Calendar)
  • You can save a file on your PC and access it on other devices nearly immediately via cloud storage (just like Google Drive and Docs has allowed for years, as have Box, Dropbox, and others)
  • You can have real-time video chat (just like Google Talk), but only if you install a thick client

Here is what you will NOT see with Office 2013:

  • Real-Time Collaboration:  Users are limited to co-authoring — serial editing by one user at a time
  • Office 2013 running on much of your existing equipment:  Office 2013 will only run on Windows 8.  Get ready to pay to upgrade your operating system and your desktops and laptops in order to install Windows 8 and Office 2013
  • Good Support for Macs.  Macs are second class when it comes to MS Office in general, and with the “Windows 8” only message from Microsoft, it is unclear if a full version of Office 2013 will even make it to the Mac platform
  • Smartphone / Tablet Integration:  Granted, you will be able to run Office 2013 (and connect via Office 365) from MS Surface tables and Windows 8 phones — but who is buying those?  Microsoft is hedging on support for iOS (iPhone/iPad) support and has said nothing about Android-based devices.  If you want to run Office 2013 anywhere, be prepared to change your mobile device strategy.

As noted in this analysis of Microsoft’s 2012 10-K filing on ZDnet. Microsoft is clearly using Office 2013 and Windows 8 to create a vertically integrated ecosystem designed to block out other technologies.  The question is, do you want to lock your business into an ecosystem and a company that has failed, and continues to struggle, to innovate?

File Sharing vs File Service: The Difference Matters

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It is time to set the record straight — File Sharing and File Services are NOT the same thing.

  • File Sharing is the ability to share a file with somebody else.
  • A File Service is a structured service to secure, organize, and manage access to files.

File Sharing is a subset of File Services, if not a separate offering.  File Sharing is a feature, while a File Service should provide an integrated means of storing, security, sharing, and managing information.

In Google Apps, both Sites, Drive, Video can be used for File Sharing.  In both services, you can create and/or upload files in all three services and manage permissions that allow others to view and/or edit the files. Google Drive, however, can also be configured to provide a File Service.  With desktop and device agents, you can use the folder and permissions structure in Google Drive to provide users direct, integrated access to files and the access will appear ‘native’ to their computer or mobile device.

In other words, Google Drive can look and feel like a file server, even though it runs as a cloud-base service and offers additional capabilities.

DropBox, Box, and Egnyte are cloud services that can also be configured as File Services.  They run separately, however, so if you want these file services to integrate with other cloud applications, you will be investing in Single Sign On and, possibly, integration services.

With Sharepoint as a major component, Office 365 offers File Sharing along the lines of Google Sites.  SkyDrive, Microsoft’s File Service, is not an integrated part of the Office 365 suite.  Users must run SkyDrive in personal Windows Live accounts.  In effect, this creates a collection of personal file services, not part of the managed domain environment, through which uses may share files.  This is a very different service than an integrated, domain managed file service.

Conclusion

By understanding the differences between File Sharing and File Services, you can better assess the user experience of each service and best match the service to the needs of your business and your end users.