CIA Brief 20260711

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Security

Microsoft 365 & Windows

Cloud & AI

As always, the challenge isn’t finding information — it’s focusing on what actually matters.

After hours

Half Life web port – https://hl2.slqnt.dev/

Editorial

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Watch out for the next CIA Brief next week

If You’re Worried About Security, Should You Even Be Doing AI?

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The people most concerned about AI security are often the people who should be using AI first.

That sounds backwards, but hear me out.

I still meet organisations that have effectively banned AI because someone raised concerns about data leakage, privacy, compliance or intellectual property protection.

Meanwhile, staff are already using AI on personal devices, free online tools and consumer accounts completely outside corporate visibility.

That’s not security.

That’s avoidance.

The better question isn’t whether you should use AI.

The real question is whether you’re prepared to manage it properly.

What is AI security, really?

Many people think AI security is about stopping users from accessing AI tools.

I think that’s an outdated view.

AI security is about controlling how organisational data is accessed, processed and governed when AI becomes part of everyday work.

Notice what’s missing?

The AI itself.

The same principles we’ve applied to email, file sharing, Teams, SharePoint and mobile devices now apply to AI. Identity matters. Permissions matter. Data classification matters. Monitoring matters.

The organisations that already have these foundations in place are often much better positioned for AI adoption than they realise.

“Isn’t this just another technology that introduces risk?”

Every technology introduces risk.

Email introduced risk.

Cloud services introduced risk.

Mobile devices introduced risk.

The objective has never been to eliminate risk. The objective has always been to manage it.

Step-by-Step: Preparing Microsoft 365 for AI
Review Your Permissions

Open:

Microsoft 365 Admin Centre > Reports > Usage

and

SharePoint Admin Centre > Active Sites

Look for locations that contain sensitive information and identify who has access.

AI doesn’t magically create new permissions.

It simply makes existing permissions more visible and more useful.

If everyone can access everything today, AI will expose that problem faster.

Check Sharing Settings

Open:

SharePoint Admin Centre > Policies > Sharing

Review whether users can create anonymous sharing links or share broadly outside the organisation.

Many organisations discover their biggest security exposure has nothing to do with AI.

It’s uncontrolled sharing.

Microsoft provides useful guidance in its documentation on https://learn.microsoft.com/sharepoint/modern-experience-sharing-permissionsSharePoint sharing and permissions.

Classify Important Data

Open:

Microsoft Purview Portal > Information Protection

Apply sensitivity labels to important content.

Start simple.

Financial information.

Client information.

HR records.

Commercial agreements.

You don’t need a hundred labels.

You need a handful that people will actually use.

Microsoft provides detailed guidance on https://learn.microsoft.com/purview/sensitivity-labelssensitivity labels.

Configure Data Protection

Open:

Microsoft Purview Portal > Data Loss Prevention

Create policies that prevent sensitive information being shared incorrectly.

Think of this as putting guard rails around the business rather than trying to control every individual action.

A good starting point is Microsoft’s guidance on https://learn.microsoft.com/purview/dlp-learn-about-dlpData Loss Prevention.

Monitor and Improve

Open:

Microsoft Purview Portal > Audit

Review activity regularly.

Look at what users are doing.

Look at sharing behaviour.

Look at data movement.

Security isn’t a project.

It’s an ongoing discipline.

Why this actually changes behaviour

This is where I think many organisations miss the opportunity.

AI doesn’t just increase productivity.

It exposes operational weaknesses.

If permissions are messy, AI highlights it.

If data governance is weak, AI highlights it.

If information is scattered everywhere with no ownership, AI highlights it.

That’s a good thing.

For years, many businesses have accumulated technical debt around information management because users could only find information if they knew exactly where to look.

AI changes that equation.

Suddenly information becomes discoverable.

Suddenly forgotten files become valuable.

Suddenly people start asking questions about why certain information is available to everyone.

Those are all governance conversations that should have happened years ago.

AI isn’t creating new security problems as much as it’s revealing existing ones.

That’s an important distinction.

Visibility drives accountability.

The organisations seeing the best outcomes are not necessarily the ones with the biggest security budgets.

They’re the ones with the best operational habits.

Permissions are reviewed.

Data is classified.

Sharing is controlled.

Access is monitored.

Those practices were valuable before AI.

They’re even more valuable now.

Copilot doesn’t invent information. It works with what you’ve already allowed people to access.

That’s one reason I encourage organisations to start their AI journey even when they have concerns.

The process often becomes a catalyst for improving overall security.

If you’re not showing clients this, you’re leaving value on the table.

Many SMBs have spent years investing in Microsoft 365 security controls they barely use.

AI provides a practical reason to finally turn those investments into operational practices.

Here’s the real win.

The organisations that approach AI through a security lens often end up improving both.

They strengthen governance, improve data quality, reduce risk and gain productivity at the same time.

Not because AI solved the problem.

Because AI forced them to look at the problem.

Security shouldn’t stop your AI journey.

Security should shape it.

When done properly, AI isn’t the risk.

The absence of governance is the risk.

Excel Power Tips for SMB Finances

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Stop doing manual maths—let Excel handle it.

If you’re still manually adding columns, copying formulas down rows, or eyeballing numbers to see if “that looks about right”, you’re not doing finance work — you’re doing busy work.

Excel has been quietly automating this stuff for years. The problem isn’t that Excel is too complex. It’s that most SMBs only ever use about 10% of what it can do.

You don’t need to become a spreadsheet wizard. You just need to stop treating Excel like a digital notepad and start letting it do the heavy lifting.

Here are five Excel features that, once you use them properly, will permanently reduce the time and effort you spend on budgets, cash flow, and financial reporting.


1. Flash Fill: Stop Re‑typing the Obvious

Flash Fill is one of those features that feels like magic the first time you use it.

Have a column with full names and you want first names only? Or account codes buried inside text strings? Start typing the pattern you want and Excel will work it out for you.

For finance teams, Flash Fill is perfect for:

  • Splitting supplier names from reference numbers

  • Cleaning up bank exports

  • Extracting dates, IDs, or categories from messy data

No formulas. No VBA. Just start typing and let Excel do the pattern recognition.

If you’re still manually reformatting data from your bank or accounting system, you’re wasting time.


2. XLOOKUP: VLOOKUP’s Smarter Replacement

If you’re still using VLOOKUP, it’s time to move on.

XLOOKUP does everything VLOOKUP does — and fixes most of the things people hated about it.

You can:

  • Look left or right

  • Avoid broken formulas when columns move

  • Return exact matches by default

  • Combine it cleanly with other formulas

In SMB finance spreadsheets, XLOOKUP is ideal for pulling:

  • Budget categories

  • Cost centres

  • Pricing or rates

  • Supplier details

Once you switch, you won’t go back. More importantly, your spreadsheets become easier to understand and far harder to break.


3. Conditional Formatting: Let Problems Highlight Themselves

If your budget spreadsheet doesn’t visually tell you when something is wrong, it’s not doing its job.

Conditional formatting lets Excel flag issues automatically:

  • Expenses over budget

  • Negative cash flow

  • Late payments

  • Variances outside tolerance

Instead of hunting for problems, you see them instantly.

This is especially powerful for SMB owners who don’t live in spreadsheets every day. Red, amber, and green tell the story faster than rows of numbers ever will.

If your spreadsheet needs explaining every time you open it, you’ve already lost.


4. Pivot Tables: Stop Rebuilding Reports Every Month

Pivot tables exist so you don’t have to create new reports every time someone asks a different question.

They’re perfect for:

  • Monthly expense summaries

  • Revenue by category or client

  • Year‑to‑date comparisons

  • Department or project reporting

Once your data is structured properly, a pivot table lets you slice and dice it without touching the raw numbers.

This is how you turn one spreadsheet into ten reports — without copying or re‑calculating anything.


5. Dynamic Arrays: One Formula, Many Results

Dynamic arrays are one of Excel’s most underrated upgrades.

Instead of copying formulas down hundreds of rows, you write one formula and Excel spills the results automatically.

They’re brilliant for:

  • Automatically expanding budgets

  • Filtered lists

  • Rolling calculations

  • Scenario modelling

Less copying means fewer errors. Fewer errors mean more confidence in the numbers you’re using to make decisions.


Tips Round‑Up

If Excel feels painful, it’s usually because you’re doing work it was designed to do for you.

You don’t need new software. You don’t need another system. You just need to use the tools you already have — properly.

Try one tip on your budget spreadsheet this week and comment on the result.
Even one small improvement compounds fast.

And if you’re an MSP, this is exactly the kind of practical productivity win your clients actually value — not another dashboard they’ll never open.

Excel isn’t old. It’s underused.

Add OneNote integration to New Outlook

The new Outlook is slowly improving.

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One key missing component for me was the integration with OneNote, as I like to send stuff from Outlook to OneNote. That feature is now there but simply isn’t enabled. To enable OneNote integration, open an email and select the ellipse (3 dots) as shown. From the menu that appears select Customize actions.

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From the menu that select Send to OneNote, as shown above. Then select Save.

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When you return to that menu for an email you should see the Send to OneNote as shown above.

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A dialog will appear on the right as shown above, allowing you to select where you wish the email saved.

Unfortunately, it only currently saves the content to a new page in the section in the notebook you nominate, not inside an existing page as used to happen in Outlook ‘classic’.

Hopefully, we’ll get the ability to send to an existing OneNote page as we used to be able to. At least I can send information to OneNote that I was unable to before I customized the actions as I have shown here.

Techwerks 23

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CIAOPS Techwerks returns to Melbourne CBD on Friday the 15th of March 2024.

The course is limited to 20 people and you can sign up and reserve your place now! You reserve a place by completing this form:

http://bit.ly/ciaopsroi

or by sending me an email (director@ciaops.com) expressing your interest.

The content of these all day face to face workshops is driven by the attendees. That means we cover exactly what people want to see and focus on doing hands on, real world scenarios. Attendees can vote on topics they’d like to see covered prior to the day and we continue to target exactly what the small group of attendees wants to see. Thus, this is an excellent way to get really deep into the technology and have all the questions you’ve been dying to know answered. Typically, the event produces a number of best practice take aways for each attendee. So far, the greatest votes are for deeper dives into the Microsoft Cloud including Microsoft 365, Azure, Intune, Defender for Endpoint, security such as Azure Sentinel and PowerShell configuration and scripts, with a focus on enabling the technology in SMB businesses.

Recent testimonial – “I just wanted to say a big thank you to Robert for the Brisbane Techworks day. It is such a good format with each attendee asking what matters them and the whole interactive nature of the day. So much better than death by PowerPoint.” – Mike H.

The cost to attend is:

Gold Enterprise Patron = $50 ex GST

Gold Patron = $90 ex GST

Silver Patron = $180 ex GST

Bronze Patron = $360 ex GST

Non Patron = $720 ex GST

I hope to see you there.

Techwerks 21

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CIAOPS Techwerks returns to Brisbane CBD on Thursday the 21st of September.

The course is limited to 20 people and you can sign up and reserve your place now! You reserve a place by completing this form:

http://bit.ly/ciaopsroi

or by sending me an email (director@ciaops.com) expressing your interest.

The content of these all day face to face workshops is driven by the attendees. That means we cover exactly what people want to see and focus on doing hands on, real world scenarios. Attendees can vote on topics they’d like to see covered prior to the day and we continue to target exactly what the small group of attendees wants to see. Thus, this is an excellent way to get really deep into the technology and have all the questions you’ve been dying to know answered. Typically, the event produces a number of best practice take aways for each attendee. So far, the greatest votes are for deeper dives into the Microsoft Cloud including Microsoft 365, Azure, Intune, Defender for Endpoint, security such as Azure Sentinel and PowerShell configuration and scripts, with a focus on enabling the technology in SMB businesses.

Recent testimonial – “I just wanted to say a big thank you to Robert for the Brisbane Techworks day. It is such a good format with each attendee asking what matters them and the whole interactive nature of the day. So much better than death by PowerPoint.” – Mike H.

The cost to attend is:

Gold Enterprise Patron = Free

Gold Patron = $33 inc GST

Silver Patron = $99 inc GST

Bronze Patron = $176 inc GST

Non Patron = $399 inc GST

I hope to see you there.

Reset SharePoint Online Document Library permissions script

A common need I see is to be able to have a Document Library in SharePoint Online be changed so that all the permissions throughout inherit from the parent as they would have by default typically. This ‘re-inheritance’ can be done manually, but once you start having a few unique permissions is a deep structure, doing so can be challenging and time consuming.

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Unique permissions look like the example above, where you can see the standard banner that appears at the top of the page.

The answer to ‘re-inheriting’ permissions in bulk is to use PowerShell. I have created a script to do exactly this, which you can find here:

https://github.com/directorcia/Office365/blob/master/spo-doclib-reset.ps1

Before you run this script, you’ll need to connect to the Document Library you want to change using PnP.PowerShell. Luckily, I also have a script for that here:

https://github.com/directorcia/Office365/blob/master/o365-connect-pnp.ps1

As I mentioned in a recent article, you’ll need to run all of these scripts typically with PowerShell V7.

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The connection script will allow you to select your SharePoint site as shown above.

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The connection process will then do a web code login to the selected Document Library as shown above.

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After the connection script has completed you should the run the reset script. When you do you’ll see a window showing you all the items you can select to reset. Pick the one you want to continue.

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The reset script will then loop through all the items it can find and set their permission back to inheritance.

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If the original SharePoint location is refreshed, you’ll see that all items now inherit as expected, as shown above.

This should make getting back to a know starting point with permissions in a SharePoint Online Document Libraries much easier. However, with any permission changes you need to take care and understand the ramifications of what you are doing and the impact they will have. Remember, this script resets ALL permissions for ALL items back to inheriting.

I have tested as best as I can, but if you find any issue please let me know and remember to run this in PowerShell V7!