Office 365 built in on-boarding with FastTrack

Ben Fletcher Mario Tevanian

OSS202

Agenda and Objectives

FastTrack Getting Started FastTrack Onboarding Adoption Offer Customer business value realized through trial Deployment Planning Services description and value Remote Onboarding assistance thru-partner to customer Detailed scope and description of benefit provided Offer details and description Partner Led Activities for adoption Microsoft provided mail migration support Resources and Next Steps

Customer lifecycle

Roll out Envision Evaluate Use

Customer lifecycle

Roll out Envision Evaluate Use

Plan Onboard Adopt & Manage Enhance

Customer lifecycle

Roll out Envision Evaluate Use

Plan Onboard Adopt & Manage Enhance

Deployment & Adoption investments

Service benefit with enhanced onboarding assistance delivered by Microsoft Plan Onboard Adopt & Manage Enhance

Service Benefit vs. Limited Time Offer

Included in Office 365 Service Description Proactive onboarding support delivered by Microsoft included with purchase Remote onboarding assistance available for all customers with 150+ qualified seats Onboarding includes all Office 365 workloads Limited Time (Sept. 1 st 2014  March 31 st 2015) Customer Specific T&C’s Operationalized similar to FY13 and FY14 Offers Use toward remediation, migration& adoption activities through partners Available for all customers with qualified 150+ seats Activities across any/all Office 365 workloads eligible

FastTrack for Office 365

Getting Started and Onboarding

Customized pilot experience with products provisioned (E3, A3, G3) Getting started and adoption materials IT-driven business scenarios Readiness and test and development labs Service domain and cloud identity Included as part of the service Available for all customers with 150+ seats Includes Exchange, SharePoint, Lync, Office 365 Pro Plus, and Yammer Onboarding Current-state assessment Automated checks and configuration Domain configuration User provisioning Identity management integration Mail flow and get ready for mail migration

Office 365 FastTrack Planning Engagements Get paid to plan and make the right first impression

Funds partners to assist the customer getting started with Office 365 Generate a deployment plan for the customer with a simple deployment wizard Find out more at http://aka.ms/office365dps

FastTrack Getting Started

Shorten timeline to high value services

Plan Onboard Adopt & Manage Enhance

250 person/90-day E3, A3 trial subscription Pre-populated content for both IT Pros and End Users

IT Pro

Getting Started for IT Deployment and Remediation Labs Preliminary Deployment Plan Detailed Deployment Plan

End User

Getting Started content for all workloads Business and End User Scenarios Training video library Getting Started Excitement Kits All Office 365 workloads on PC, web, and mobile devices Seamless transition to a production environment

Demo Getting Started

For Cloud Deployment Partners https://portal.fasttrack.office.com

FastTrack Onboarding

Shorten timeline to high value services

Plan Onboard Adopt & Manage Enhance

You can engage directly, on behalf of your customer. Direct engineering support to help you deliver Office 365 onboarding for your customer.

Microsoft delivered onboarding for all users, organization wide to Office 365 services Exchange, SharePoint, Lync, Office 365 Pro Plus, and Yammer Direct remote assistance provided by an Office 365 onboarding expert who will assist with various onboarding activities using a combination of tools, documentation, guidance, and carrying out configuration tasks where applicable Robust suite of automated checks and configuration to assess—current state assessment, identity management, and domain configuration Onboarding support will be available in following languages: Chinese, English, French, German, Italian, Japanese, Brazilian Portuguese or Spanish Available for all customers with 150+ seats of E, G, A (paid), and eligible SKUs

Onboarding support

Microsoft provided enhanced onboarding support for eligible customers

Eligibility of Customer

Customer purchases licenses for a new Office 365 tenant and purchases at least 150 licenses

Eligibility Applications and Services

Microsoft will onboard to Office 365 within 12-months workloads the customer has purchased.

Office 365 Core Onboarding Support

One single Active Directory forest with its forest functional level set to Windows server 2003 level or above - Activation of tenant - Configuration guidance for TCP/IP protocols and firewall , DNS for eligible applications , Validation of connectivity to Office 365 - Installation guidance and configuration assistance as needed for DirSync, AAD Sync, and ADFS - Provide the customer with a Remediation checklist

Onboarding support – workload details

Microsoft provided enhanced onboarding support for eligible customers • Exchange Online onboarding • • • Provide guidance with Creation and/or update of Autodiscover and sender policy framework records in Domain Name System (DNS). Configuration of the messaging setup to enable email routing between source messaging system and Office 365 environments.

Assist with enabling the eligible source environment for coexistence with Exchange online when applicable • • • • • SharePoint Online onboarding Provide guidance with Setting up user provisioning including licensing Enabling site creation for customer administrator Planning site collections Securing content and managing permissions Enabling personal sites and social features Feature configuration Lync Online onboarding • • Provide guidance with Provisioning Lync cloud identities for Office 365 Service Configuration of Lync setup to enable instant messaging (IM) and presence features for Office 365 Service • • • Yammer onboarding Provide guidance with Converting customer’s Yammer Basic Network into a Yammer Enterprise Network Setting up Yammer directory synchronization and Single Sign On (SSO) setup using ADFS. Integrating Yammer with SharePoint Online Office 365 ProPlus onboarding • • • Provide guidance with Assignment of end-user licenses Setting up click-to-run from Internet Configuration assistance for a single on-site distribution server for click-to-run (customer needs to provide server with guidance for client XML)

Depending on environment, these are the activities you may need to perform

General activities

Technical Identity management, messaging activities, mobile devices, network analysis, test environment, updates, SSL certificates Process Change management, stakeholder management, project management, decommissioning People Communications, training Policy Security, updates, data classification Documentation Help desk, operational guides, training guides, reports, presentations, minutes

Depending on environment, these are the activities you may need to perform

On Premise Identity integration activities such as:

• • • • • •

Active Directory

AD design AD Attribute changes Forest consolidation Group policy Filtering attribute design FIM design and install • • • •

Preparation

Security assessment or policy 3 rd party Secure Token Service platforms Firewall/network/load balancing configuration AD remediation to get complete sync • •

Implementation

DR design SQL install

Depending on environment, these are the activities you may need to perform Messaging activities • • •

Infrastructure

• • Changes or modifications to existing on-premises messaging servers. Coexistence with business applications -

Platform

discovery, remediation, modifications or troubleshooting . • • Domino directory to Active Directory synchronizations. Ongoing synchronization between the Lotus Domino directory and AD DS. • Synchronization of security groups from Domino directory to on-premises instance of AD DS.

Identity

Connectivity to any other identity sources or interfaces beyond those that are eligible for Onboarding benefit. Provisioning or removing of identity objects throughout the solution. Workflow functionality for providing automated approval and denial capabilities.

Office 365 Adoption Offer

Office 365 FY15 Adoption Offer

Plan Use toward remediation, migration & adoption activities through partners Onboard Available for all customers with qualified 150+ seats Includes all Office 365 workloads Adopt & Manage Enhance

Who / When Customers who buy 150+ seats of Office 365 Office 365 Enterprise plans (E1, E3, E4) Exchange Online Plan 1 and Exchange Online Plan 2 Office 365 Pro Plus, SharePoint Online standalone plans, Lync Online standalone plans, OneDrive Standalone plans. Office 365 Government plans (G1, G3, G4) Paid Office 365 Education plans (A3, A4) September 1, 2014 – March 31, 2015 What • • Partner-Led Adoption Activities Option Customers earn funds on a per seat basis to pay for qualified adoption activities by Cloud Productivity Competency Partners or Cloud Deployment Partners (by exception) $15 per seat for 150-1000 seats, then $5 per seat above 1000 seats $60K limit for customer

Or

Email Migration Option Office 365 Onboarding Center will complete email migration for all offer-eligible customer mailboxes

Customer

Customer Adoption Offer Adoption Offer Adoption Offer

Customer Adoption Offer MSFT Email migration Adoption Offer

Microsoft-provided enhanced onboarding support for eligible customers • • • • Microsoft will migrate mailboxes from the following source environments Single Exchange organization at Exchange 2003+ Single Lotus Domino 7.0.3+ environment Single IMAP accessible email (i.e. Gmail) environment Single Exchange + Single IMAP, Single Domino + Single IMAP Migration Schedule and Operations • • • Migration will be done on standardized prescheduled 24x5 basis in pre-defined migration time slots with 3 migration time slots per migration day All migrations will use MS cloud-based migration tools Post-migration report for the migration time slot is provided to customer • • • • • • • • Customer Expectations and Responsibilities Migration schedule and specific mailboxes Client-side migration issue support End user communications Migration of client side data (.pst, local Outlook settings, local contacts) Post migration support Remediation or migration of Lotus Domino applications and application data.

Migration of mail that is in databases not based on the standard Lotus Domino mail template. Modifications to the IMAP4 tool for IMAP4 mail systems that are incompatible with the tool.

Source environment Type of migration

Exchange 2003 / 2007 / Exchange 2010 / Exchange 2013 Cutover migration Exchange 2003 / 2007 Exchange 2010 & 2013 organization Staged migration Migration with hybrid deployment • • • • • •

Will migrate

From source mailbox Emails Mailbox Rules Delegates Mailbox contacts Calendar Tasks From source mailbox • • • • Emails Mailbox Rules Delegates Mailbox contacts • • Calendar Tasks Distribution Lists and external contacts with directory synchronization From source mailbox • • • • • Emails Mailbox Rules Delegates Mailbox contacts Calendar • • Tasks Signature Distribution Lists and external contacts with directory synchronization • • • • • • • • • • • • • • • •

Will not migrate

Public Folders External contacts Mail-enabled users Signature Mailbox dumpster Any email that is 25MB or larger Archive data Rights managed or encrypted emails Public Folders External contacts Mail-enabled users Signature Mailbox dumpster Any email that is 25MB or larger Archive data Rights managed or encrypted emails     Any email that is 25MB or larger Archive data Public Folders (*) Rights managed or encrypted emails

Source environment Type of migration Will migrate

Lotus Domino 7.0.3+ Staged Notes Migration From source mailbox • • • • Emails Mailbox contacts Calendar Tasks IMAP source Migration using native IMAP tools From source mailbox • Email • • • • • • • • • • • • • • • • • • • •

Will not migrate

Signature Mailbox Rules Delegates.

.NSF archive files Encrypted email Document links Any email that is 25MB or larger.

Archive data Rules Delegates Distribution Lists External contacts Mail-enabled users Mailbox contacts Calendar Signature Tasks Any email that is 25MB or larger.

Archive data Encrypted email

Microsoft provided enhanced onboarding support for eligible customers Eligibility of Customer • • • • • Customer purchases licenses for a new Office 365 tenant and purchases at least 150 licenses for the new Office 365 tenant in one of the following plans for Office 365 service. * Office 365 Enterprise plans (E1, E3, E4) Exchange Online Plan 1 and Exchange Online Plan 2 Office 365 Pro Plus, SharePoint Online standalone plans, Lync Online standalone plans, OneDrive Standalone plans. Office 365 Government plans (G1, G3, G4) Paid Office 365 Education plans (A3, A4) Eligibility Applications and Services • • • • • • Microsoft will onboard one or all of the following applications to Office 365 if customer has purchased them. Each application will go through

Onboarding exercise once within the 12-month period from the time of

initiation. Exchange Online SharePoint Online Lync Online Yammer Office ProPlus OneDrive for Business Office 365 Core Onboarding Support One single Active Directory forest with its forest functional level set to Windows server 2003 level or above • • • • • •

Activation of tenant

Configuration guidance for TCP/IP protocols and firewall Configuration guidance of DNS for eligible applications Validation of connectivity to Office 365 Installation guidance and configuration assistance as needed for the following identity services • • • • Directory Synchronization server between the customer AD DS and Office 365 Service Password Synchronization with the Directory Synchronization tool AAD Sync server between the customer AD DS and Yammer Service ADFS for local domain authentication with Office 365 Service in a single site fault-tolerant configuration Provide the customer with a Remediation checklist

* Office 365 Kiosk plans (K), Office 365 Midsize business plans, Office 365 small business (P1), Office 365 small business (P2) plans, Yammer Enterprise standalone plan; Office 365 Dedicated and ITAR-support plans; and any Office 365 service plan purchased through a third party that is contractually obligated to provide support for the Office 365 service are ineligible.

Microsoft provided enhanced onboarding support for eligible customers Exchange Online onboarding • • • Provide guidance with Creation and/or update of Autodiscover and sender policy framework records in Domain Name System (DNS). Configuration of the messaging setup to enable email routing between source messaging system and Office 365 environments.

Assist with enabling the eligible source environment for coexistence with Exchange online when applicable Lync Online onboarding • • Provide guidance with Provisioning Lync cloud identities for Office 365 Service Configuration of Lync setup to enable instant messaging (IM) and presence features for Office 365 Service Yammer onboarding • • • Provide guidance with Converting customer’s Yammer Basic Network into a Yammer Enterprise Network Setting up Yammer directory synchronization and Single Sign On (SSO) setup using ADFS. Integrating Yammer with SharePoint Online • • • • • • SharePoint Online onboarding Provide guidance with Setting up user provisioning including licensing Enabling site creation for customer administrator Planning site collections Securing content and managing permissions Enabling personal sites and social features Feature configuration • • Office 365 ProPlus onboarding • Provide guidance with Assignment of end-user licenses Setting up click-to-run from Internet Configuration assistance for a single on-site distribution server for click-to-run (customer needs to provide server with guidance for client XML)

Depending on environment, these are the activities you may need to perform Documentation • • • • • • • Network configuration, analysis, bandwidth validation, testing, and monitoring Technical change management approval process and supporting documentation Rationalization and definition of group policies for user, workstation, and server management Modification of current operational model and operation guide Multifactor authentication Cobranding of Office 365 user interfaces Decommissioning and removal of on premises environments (like messaging and collaboration) • • • • • • • • Construction and maintenance of customer test environment Installation of service packs and any required updates on infrastructure servers Provide / configure public SSL certificates Modifications to the Office 365 Service beyond the configurable options Overall program and project management of customer resources.

End-user communications, documentation, training, and change management Help-desk documentation and training Producing customer specific reports, presentations, or meeting minutes • • • • • • • Architectural and technical documentation specific to the customer Design, procurement, installation, and configuration of hardware and networking Analysis of customer networks Procurement, installation, and configuration of software Configuration, packaging, and distribution of client software required for Office 365 Service Management, configuration, and activation of mobile devices Applying security policies on mobile devices

Depending on environment, these are the activities you may need to perform Identity integration activities • • • • • • AD DS design, installation, and configuration, including trusts and site definitions If applicable, Multi-forest consolidation including consolidating or decommissioning existing AD DS domains or domain controllers (if any) AD DS organizational unit restructuring, workstation migration, and group policy change within the existing AD DS domains Attribute changes in AD DS to allow for filtering of objects with Directory Synchronization tool AD DS remediation production changes required to get a complete sync Forefront Identity Manager implementation or customizations to support multiple Active Directory forests • • • • • • • • Customization of the Directory Synchronization tool Disaster planning for Directory Synchronization tool with SQL Server software SQL Server software installation of Directory Synchronization tool Facilitating BlackBerry Business Cloud Services for the Office 365 Service Customization of the DirSync tool Disaster planning for DirSync tool Application code modifications to implement federation solution Security assessments or security-policy recommendations • • • • • • • Integration into any other identity providers, such as using WS-Federation or SAML 2 Integration with information cards or Windows CardSpace identity selector Firewall changes, perimeter network setup, load balancing, or any other form of networking changes Customizations to authentication pages Third-party or reverse-proxy integration for presentation of AD FS services to the Internet Configuration of two-factor authentication Supporting pre-authentication to access the AD FS servers from the Internet

Depending on environment, these are the activities you may need to perform Messaging activities • • • • • • Infrastructure, design changes or modifications to existing on-premises messaging servers. Configuration to existing on-premises messaging servers. Coexistence with business applications. Domino directory to Active Directory synchronizations. Ongoing synchronization between the Lotus Domino directory and AD DS. Synchronization of security groups from Domino directory to on-premises instance of AD DS. • • • • Connectivity to any other identity sources or interfaces beyond those that are eligible for Onboarding benefit. Provisioning or removing of identity objects throughout the solution. Workflow functionality for providing automated approval and denial capabilities.

Dependent application discovery, remediation, modifications or troubleshooting.

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