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OSP216 Microsoft Office 365 Deployment Overview

Steve Daigle | Mark HeneenMicrosoft

Session Objectives and Takeaways

Session Objective(s): Discuss the key aspects of planning, preparing, and migrating to Office 365 for enterprises

TakeawaysUnderstand the key aspects related to deploying Office 365 for enterprises

Deployment Resources

Office 365 Communitycommunity.office365.com

Office 365 Deployment CentraldeployOffice365.com Deployment Overview Quick ReferenceDeployment Guide (MODG) Office 365 MODG/Deployment Readiness Tool

Available for download @ CommunityDemo today at end of session!!!

http://community.office365.com/en-us/f/183/p/2285/8155.aspx

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3 Deployment Phases


Sample Deployment Schedule

Deployment Phases – Plan

• Kick-off/Solution Alignment Workshop• Perform Gap Analysis of transition• Determine Internet Bandwidth• Validate Success of Trial Subscription and customer requirements• Finalize Master Project Plan• Mailbox Migration Tools and Workstations/Server• AD FS Design• Exchange Coexistence Servers • Mobility Requirements

Plan

Prepare

Migrate7 | Microsoft Confidential

Network Planning

Bandwidth considerations Download

Reduce Internet bandwidth needs, download once and deploy to clients

Necessary patchesDeploy patches/services packs

Centralized packages highly suggested (WU/MU-System Center Configuration Manager) Leverage connector for minor updates

Upload The more content to move into the cloud the longer the deployment

Existing e-mail (Exchange, Domino, Google Apps)Reduce mailbox size->increase migration velocity

Compress threads, archive mail (Outlook or Enterprise Solution)

Existing collaboration (SharePoint, Google Apps, Public Folders)Assess/archive/delete obsolete and unnecessary sites/data


Network Planning

Migration tool considerationsMicrosoft and Partner Tools

Example: Re-download of offline e-mail (OST) Simple Exchange Migration/Coexistence vs. Hybrid

Outlook client selectionOutlook 2010

Multiple Exchange profiles (new)Drag and drop (loss of reply ability, but maintain archive)

Firewalls, Proxies, and Switches, etc.Complete an end-to-end trial assess connectivity issuesSwitches (Full Duplex)/RoutersNew Data Centers (Exchange Online, etc.)


User Identity and Provisioning

Identify which authentication mechanism is best suited for your customer’s organization

Enterprise Single Sign-On (SSO)/Federated IDsSeparate LogonIDs/Managed–Microsoft Online IDSeparate Identities

Release post GA/partner space, may support password sync

Each option has their pros and cons V1 users land as managed IDs at migration

Separate userid and password [email protected] Or@nge123 Corp Creds contoso\Joe Smith Apple!23


User Identity and ProvisioningManaged (Live) IDs vs. Federated IDs

Federated End user experience

• Users do not need to remember separate cloud passwords• Administrators can retain existing domain security policies• Supports multi-factor authentication for OWA• Allows you to block access outside the corporate network

Windows Server 2008

Users are authenticated by local AD FS server

No Outlook sign-in tool required

ADFS 2.0

Office 365



AD FS 2.0/Federated IDs Planning Activities

Active Directory infrastructureNo multi-forest support at GA

Integration with other UPN based apps (Unix, Smart Cards, etc.)AD FS 2.0 design

Enterprise organizationsSeparate serversRedundant design (AD FS Farm AD FS Proxy servers)

• Minimum of two core servers/load balancedTime considerations

• Hardware/software procurement and configuration12 | Microsoft Confidential

Exchange OnlinePlanning Considerations

Service descriptionEvaluate and plan for the many new available featuresEvaluate gaps and workarounds

Analyze Active Directory health and perform necessary cleanupMailbox retirement/archiving/SMTP address space consolidationPlan people and group permissions

RBAC and new Office 365 rolesDetermine migration or coexistence path

HybridExtend on-premise schema with Exchange Server 2010 SP1Deploy Exchange Server 2010 SP1 on-premise to facilitate migration/coexistence

Migration Which partners and partner tools will be best for the customer?OST resynch? Simple Exchange Migration/Coexistence Tool vs.EMC


Exchange Online

Exchange Web Services (EWS)/Remote PowerShell Rich-lots of features functionality, most tasks you can do in Outlook you can do in EWSEasy-simpler than legacy APIsOnline ready-autodiscover, designed with cloud in mind

Examples: CS, Entourage , Android, I-Phone, using EWS already

Convert apps today to Exchange Web Services (EWS)WebDAV/CDOx/MAPI/ExOleDB/OWA Url Commands/Store EventsLegacy API scanner


Lync 2010 Online

Service AlignmentService descriptions Lync Server 2010 deployment with UMFederation with other tenants, on premises, and Windows Live


SharePoint OnlinePlanning Activities

Read the SPO-S Service description, understand what’s in the service and what’s notAnalyze Active Directory health and perform necessary cleanup

Plan people and group permissionsSite Remediation and content retention

Develop a content management strategy - assess/delete/archiveDefine taxonomyConsider onboarding in stagesReview blocked file types (examples, no: *.exe, *.vbs, *.com, *.chm) Understand the 250 MB upload threshold

Site DesignThink about how end-users will discover content/sitesSingle site collection? Or multiple aligned with various business units?Site templates, document libraries, navigation - what’s the look and feel?


SharePoint OnlinePlanning ContinuedDelegated Administration

‘tenant admin’ <primary ‘IT Pro’> - can assign site collection ownershipsite collection owners <business unit owner>site owners <power user>

Prepare for the SandboxRefactor solutions for Sandbox, and potentially retire by use of out-of-the-box configurationEstablish development/test environments that match productionWe will have a SPOnline Developer Guide in DRAFT at beta

Migration: Which partners and partner tools will be best for the customer?

System Integrators (SIs) are available to help plan and assess the move to Microsoft Online Services Independent Software Vendors (ISVs) have tooling for actual move (Quest, Binary Tree, Metalogix, and more) – Not free


Lync Conferencing

Where did it go? And How does it integrate with Lync?Service alignment

Read the service descriptions Number of users in a meeting, etc.


Client Deployment

Windows PCsAssess/flush out potential compatibility challenges

Services Connector

Deploy the latest Windows XP/Vista/7, Internet Explorer 8, and Office UpdatesTo meet minimum requirements or provide best user experience

Minimizes the number of patches the connector will download (if customer choses to deploy)

Microsoft Office® 2010/Office 2010 Subscription/Office Web AppsDeploy Office 2010 for high fidelity experience/multiple Exchange account profile

Assess viability of Office Web Apps Example Google compete

Macintosh10.4/10.5 (Leopard)/10.6 (Snow Leopard)

Entourage 2008 with EWS/Office 2011


Mobile Devices

BlackBerry Self service portal

Deployment strategyLong pole

Windows Phone 7 and ActiveSync DevicesFeatures and functionality


Deployment Phases

• Active Directory® Preparation for Directory Synchronization• AD FS Server Configuration/Deployment and Attribute Preparation• Directory Cleanup• Reduce Mailbox Size• DirSync Setup and Operations• Coexistence• Deploy Exchange Server 2010 SP1 Coexistence Servers• Deploy Lync Server 2010 On-premise (UM)• SharePoint, Lync Server Online, LM Configuration• Client Computer Setup/Services Connector• End-user Communications and Training• Migration Groups and Scheduling

Prepare

Migrate

Plan


User Identity and Provisioning Preparation

Directory SynchronizationPlanning/Preparation Activities

Attribute cleanupMinimum

User Name, First Name, Last Name, Display Name

Populate non-required attributes for GAL/SharePoint Online

Title, address, city, state, zip

Unsupported characters (see MODG)

Examples….Space ( ) @ ‘ | = ? /

“DirSync Forest” Multiple forest not supported at GA

Single forest support at GA for AD FS 2.0 identities22 | Microsoft Confidential


AD FS 2.0/Federated IDs

Preparation ActivitiesActive Directory attribute preparation

On-premise Active Directory Universal Principal Name (UPN)

Prepare UPN AD attribute – ensure every user has a UPN (not

a .local , what domain you register with MSOL)

Educate users-every user must know their UPN ([email protected])

may or may not match email address, but need to know it

Validated MSOnline domain must be the same as the UPN

• I.e.: contoso.com UPN is the same as the e-mail domain name in

MSO23 | Microsoft Confidential


No Password Synchronization with Microsoft Online IDs

On-premise Active Directory password policy configuration to sync with Microsoft Online ID

No Unicode characters

6 to 16 characters

No double quotes

No spaces <no character 32>

Username in password, password hint not in PW

V1 to V2, align V1 to password policy prior to upgradeTransition customers sync passwords to V2 with current V1 policy


Exchange Online

Reduce mailbox sizesDeploy Exchange Server 2010 SP1 Schema (Hybrid)Deploy Exchange Server 2010 SP1 Coexistence Server(s) Enable Federation Sharing


SharePoint Online

Site Design ImplementationContent Migration

Third Party ToolsQuest/Metalogix


Lync Server Online

Lync Server 2010 On-PremiseFederation enablement (MSN Messenger, other Tenants)


Client

Pre-deploy latest O/S/Office/IE SPsInstall and Configure Service ConnectorOutlook 2007 with SP2 or Outlook 2010Lync Server 2010 Client & outlook add-inIE 7, IE8


Deployment Phases

• Assign SKU/Enable Users • Feature Enablement (Exchange/SharePoint/Lync Server) Online• Final End-user Communications• Helpdesk/Support Readiness• Mailbox Migrations• Post-Migration Services Testing• Change MX Record

Migrate

Prepare

Plan


Exchange Online

Migration ToolsHybrid

Exchange Management ConsolePowerShell

Simple IMAP/Exchange MigrationSimple Exchange Coexistence

Third Party Toolsbit | titanQuestBinary Tree


SharePoint Online

Migration ToolsThird Party Tools

Quest/Metalogix


Common Deployment Blockers• Long-pole Tasks and Milestones

• Infrastructure requirements• On premises hardware, certificates, etc

• Client upgrades

• Gaps in Service offering• Product vs. Service• On-premise customization

• Resources• Plan for the necessary resources • Time, money, people, etc.


Migration Support

Alignment of People, Process, and TechnologyFeature EnablementFinal End-user CommunicationsHelpdesk/Support Readiness

New RBAC/Office 365 roles

Mailbox MigrationsPost-Migration Services TestingChange MX Record (where applicable)


demo

Office 365Deployment Readiness Tool

Office 365 Track Go Do’sGet questions answered (and get a beta account):

http://www.microsoft.com/en-us/office365/online-software.aspx

Office 365 Community (incl. blogs)http://community.office365.com/en-us/default.aspx

Continue the conversation:Office 365 Facebook Site: https://www.facebook.com/office365?v=app_177440328974903

Office 365 Twitter Site: http://twitter.com/#!/office365

Office 365 Linked In Site: http://www.linkedin.com/groups/Microsoft-Office-365-3724282

Office 365 You Tube: http://www.youtube.com/microsoftoffice365

Office 365 Beta Service Descriptions: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=6C6ECC6C-64F5-490A-BCA3-8835C9A4A2EA

Office 365 Developer Training: http://msdn.microsoft.com/en-us/hh181605

SharePoint Online for Office 365 Developer Guide: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=4387e030-73dc-48e7-ac95-abc043b9335a

Office 365 Marketplace: http://office365.pinpoint.microsoft.com/en-US/default.aspx



http://community.office365.com/en-us/default.aspx

https://www.facebook.com/office365?v=app_177440328974903

https://www.facebook.com/office365?v=app_177440328974903

http://twitter.com/#!/office365

http://www.linkedin.com/groups/Microsoft-Office-365-3724282

http://www.youtube.com/microsoftoffice365

http://www.youtube.com/microsoftoffice365

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=6C6ECC6C-64F5-490A-BCA3-8835C9A4A2EA

http://msdn.microsoft.com/en-us/hh181605

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=4387e030-73dc-48e7-ac95-abc043b9335a

http://office365.pinpoint.microsoft.com/en-US/default.aspx

Microsoft Office 365 for IT Professionals

May 24-26, 2011Week after TechEd Tailored for IT ProsLearn from the Best

Three-Day Jump Start CourseMay 24: “Office 365 Platform”May 25: “Exchange Online”May 26: “Lync & SharePoint Online”

Jump StartMicrosoft Productivity, Email & Collaboration in the Cloud. Training designed for experienced technologists and IT leaders whose jobs demand they know how to best leverage new, emerging Microsoft technologies.

REGISTER NOW: http://bit.ly/Office365-JUMP

http://bit.ly/Office365-JUMP

http://bit.ly/Office365-JUMP

Office 365 Track SessionsMonday, May 16 OSP212: Microsoft Office 365: The Future of Productivity (Room 307 | 1:15 PM) OSP216: Microsoft Office 365: Deployment Overview (Room B313 | 3:00 PM)

Tuesday, May 17 OSP273-INT: Microsoft Office 365 Administration and Automation Using Windows PowerShell (Room B301 | 8:30 AM) OSP213: What Do Existing BPOS Customers Need to Do to Prepare for Microsoft Office 365? (Room C201 | 1:30 PM) OSP276-INT: Microsoft Office 365 Client Connectivity (Room B304 | 1:30PM) OSP215: Microsoft Office 365: Identity and Access Solutions (Room B314 | 3:15 PM) OSP324: The Taming of the Clouds: Integrating SaaS with Your On-Premise Environment (Room C211 | 5:00 PM)

Wednesday, May 18 OSP272-INT: Licensing Microsoft Online Services (Room B302| 10:15 AM) OSP274-INT: What Do Existing BPOS Customers Need to Do to Prepare for Microsoft Office 365? Q&A Follow Up (Room B304 | 3:15 PM) OSP 325: Microsoft Office 365: Directory Synchronization (Room B313 | 3:15 PM)

Thursday, May 19 OSP381-INT: Microsoft Office 365: Identity and Access Solutions - Q&A Follow Up (Room B301 | 10:15 AM) OSP219: Deploying Microsoft Office Professional Plus Subscription (Room B314 | 2:45 PM) OSP214: Security and Compliance on the Microsoft Business Productivity Online Standard Suite and Microsoft Office 365 Platforms (Room B313 | 4:30 PM)

Related Office 365 SessionsMonday, May 16 EXL202: Microsoft Lync 2010: In the Cloud (Room B206 | 3:00 PM) OSP210: Microsoft SharePoint Online Overview (Room B402 | 3:00 PM)

Tuesday, May 17 OSP309: Integrating Microsoft SharePoint 2010 and Microsoft Dynamics CRM Online (Room C302 | 1:30 PM) EXL319: Microsoft Lync 2010: Setup, Deployment, Upgrade and Coexistence Scenarios (Room B206 | 3:15 PM) OSP301: Integrating Microsoft SharePoint 2010 with Windows Azure (Room C203 | 5:00PM) OSP215: Microsoft Office 365: Identity and Access Solutions (Room B314 | 3:15 PM)

Wednesday, May 18 EXL302: Archiving and Discovery in Microsoft Exchange 2010 SP1 and Exchange Online (Room B207| 10:15 AM) OSP308: Claims Identity in Microsoft SharePoint 2010 (Room B314 | 10:15 AM) OSP372-INT: Building Cloud Apps Using Microsoft Dynamics CRM Online and Windows Azure (Room B303 | 10:15 AM) OSP305: Developing Collaboration Solutions in the Cloud with Microsoft SharePoint Online (Room B314 | 1:30 PM) EXL311: Microsoft Exchange Server & Microsoft Office 365: How to Set Up a Hybrid Deployment (Room B206 | 3:15 PM) OSP 325: Microsoft Office 365: Directory Synchronization (Room B313 | 3:15 PM)

Thursday, May 19 EXL375-INT: Understanding Archiving and Compliance in Microsoft Exchange Online (Room B302 | 8:30 AM) EXL322: Microsoft Exchange Online: Unified Messaging in Microsoft Office 365 (Room B207 | 1:00 PM) EXL309: Microsoft Exchange Online in Microsoft Office 365: Migration Case Study (Room B207 | 2:45 PM) OSP306: Developing Powerful Workflows in the Cloud with Microsoft SharePoint Online (Room C208 | 2:45 PM) SIM 320: Using Active Directory with Office 365 (Room C208 | 2:45 PM)

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to

be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION.

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