office 365 built in on-boarding with fasttrack ben fletcher mario tevanian oss202
TRANSCRIPT
Office 365 built in on-boarding with FastTrackBen Fletcher Mario Tevanian
OSS202
Agenda and Objectives
FastTrack Getting Started
FastTrack Onboarding Adoption Offer Resources and Next Steps
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
Customer lifecycle
UseRoll outEvaluateEnvision
Time
Customer lifecycle
UseRoll outEvaluateEnvision
Plan Onboard Adopt & Manage Enhance
Time
Customer lifecycle
UseRoll outEvaluateEnvision
Plan Onboard
Time
Cu
stom
er
sati
sfact
ion
Adopt & Manage Enhance
Deployment & Adoption investments
Plan Onboard Adopt & Manage Enhance
Time
FastTrack for Office 365Service benefit with enhanced onboarding assistance delivered by Microsoft
Office 365 Adoption OfferService promotion provided to customersto help with onboarding & adoption
Office 365 Adoption OfferService promotion provided tocustomers to help with onboarding& adoption (Including Email & Data Migration)
Service Benefit vs. Limited Time OfferFastTrack for Office 365 Service benefit with enhancedonboarding assistance delivered by Microsoft(Does not include Email Migration)
Remote onboarding assistance available for all customers with 150+ qualified seats
Onboarding includes all Office 365 workloads
Proactive onboarding support delivered by Microsoft included with purchase
Available for all customers with qualified 150+ seats
Activities across any/all Office 365 workloads eligible
Use toward remediation, migration& adoption activities through partners
Included in Office 365 Service Description
Limited Time (Sept. 1st 2014 March 31st 2015) Customer Specific T&C’s
Operationalized similar to FY13 and FY14 Offers
Getting StartedCustomized 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
OnboardingCurrent-state assessment
Automated checks and configuration Domain configuration
User provisioning
Identity management integration
Mail flow and get ready for mail migration
Scop
e
FastTrack for Office 365 Service benefit with enhancedonboarding assistance delivered by Microsoft
Included as part of the service
Available for all customers with 150+ seats
Includes Exchange, SharePoint, Lync, Office 365 Pro Plus, and Yammer
FastTrack for Office 365Getting Started and Onboarding
Office 365 FastTrack Planning EngagementsGet paid to plan and make the right first impression
3-day and 10-day Deployment Planning Services offerings and guidance now available for all Cloud Deployment Partners
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
Plan
Shorten timeline to high value services
Cu
stom
er
sati
sfact
ion
Getting Started
Time
Adopt & Manage EnhanceOnboard
250 person/90-day E3, A3 trial subscription
Pre-populated content for both IT Pros and End Users
All Office 365 workloads on PC, web, and mobile devices
Seamless transition to a production environment
Getting StartedGet Office 365 up and running for your customer easily and have their users experience the value that Office 365 can bring to them. Begin your customer’s Office 365 experience with helpful scenarios and how-to documentation for end users and IT professionals - all from within their own Office365 environment.
IT Pro End User
Getting Started for IT
Deployment and Remediation Labs
Preliminary Deployment Plan
Detailed Deployment Plan
Getting Started content for all workloads
Business and End User Scenarios
Training video library
Getting Started Excitement Kits
Getting Started
Getting Started for IT
Getting Started for Users
Demo Getting Started
FastTrack Management App
Additional Scenarios
IT Pro Labs and Readiness
Single portal for Getting Started & Deployment Planning
For Cloud Deployment Partners https://portal.fasttrack.office.com
FastTrackOnboarding
Plan
Shorten timeline to high value services
Cu
stom
er
sati
sfact
ion
Getting Started
Time
Adopt & Manage EnhanceOnboard
Onboarding
What is Onboarding?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 servicesExchange, 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
Onboarding support
Eligibility of CustomerCustomer purchases licenses for a new Office 365 tenant and purchases at least 150 licenses
Eligibility Applications and ServicesMicrosoft will onboard to Office 365 within 12-months workloads the customer has purchased.
Office 365 Core Onboarding SupportOne 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
Microsoft provided enhanced onboarding support for eligible customers
Onboarding support – workload detailsMicrosoft provided enhanced onboarding support for eligible customers
Lync Online onboardingProvide 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
Exchange Online onboardingProvide 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 onboardingProvide 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
Yammer onboardingProvide 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 onboardingProvide 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)
Customer/Partner responsibilities
General activitiesTechnical Identity management, messaging activities, mobile devices, network analysis, test environment, updates, SSL certificates
ProcessChange management, stakeholder management, project management, decommissioning
PeopleCommunications, training
Policy Security, updates, data classification
DocumentationHelp desk, operational guides, training guides, reports, presentations, minutes
Depending on environment, these are the activities you may need to perform
Customer/Partner responsibilities
On Premise Identity integration activities such as:
Depending on environment, these are the activities you may need to perform
Preparation• Security assessment or policy• 3rd party Secure Token Service platforms• Firewall/network/load balancing
configuration• AD remediation to get complete sync
Active Directory• AD design• AD Attribute changes• Forest consolidation• Group policy• Filtering attribute design• FIM design and install
Implementation• DR design• SQL install
Customer/Partner responsibilities
Infrastructure• Changes or modifications to existing on-premises messaging servers. • Coexistence with business applications - discovery, remediation, modifications or
troubleshooting.
Platform• 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.
Messaging activities
Depending on environment, these are the activities you may need to perform
Office 365 Adoption Offer
Plan
Office 365 FY15 Adoption Offer
Part
ner
Reven
ue
Adopt & Manage EnhanceOnboard
FastTrack for Office 365
Office 365 Adoption OfferService promotion provided to customersto help with onboarding & adoption
Time
Available for all customers with qualified 150+ seats
Includes all Office 365 workloads
Use toward remediation, migration & adoption activities through partners
Office 365 Adoption OfferService promotion provided tocustomers to help with onboarding& adoption
Who / When
Customers who buy 150+ seats of Office 365Office 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 OptionOffice 365 Onboarding Center will complete email migration for all offer-eligible customer mailboxes
Activities may include
Office 365 FY15 Adoption Offer
Partner led project management of onboardingPartner led Data migration (Email, OneDrive or SharePoint) Partner led Remediation activitiesPartner led SharePoint, Lync, and Yammer adoption activitiesOrMicrosoft provided mail migration
Customer decision with Adoption Offer: Fork in the Road
Plan Onboard Adopt, manage, enhance
Customer purchases offer eligible Office 365 skus
1Customer
Adoption Offer
Customer decision with Adoption Offer: Partner-Led Adoption Activities
Plan Onboard Adopt, manage, enhance
Customer purchases offer eligible Office 365 skus
1Customer
2 Customer onboards to Office 365 with the Office 365 Onboarding Center and decides to use Adoption Offer funds with a Partner for specific adoption activities.
Adoption Offer funds can be used for activities such as:• Partner led project management of onboarding• Partner led data migration (Email, OneDrive or
SharePoint) • Partner led remediation activities• Partner led SharePoint, Lync, and Yammer adoption
activities
Adoption Offer
Adoption Offer
3Customer engages partner to begin qualified adoption activities using the Adoption Offer funds
4
Customer decision with Adoption Offer: Email Migration Option
Plan Onboard Adopt, manage, enhance
Customer purchases offer eligible Office 365 skus
1Customer Customer requests
MSFT Email migrationCustomer email is migrated. No partner funding is available
Adoption Offer
Adoption Offer
2Customer onboards to Office 365 with the Office 365 Onboarding Center and decides to use Microsoft Email Migration option of the Adoption Offer
3
FY15 Adoption Offer – Email Migration Option
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.
Mailbox MigrationMicrosoft 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
Microsoft-provided enhanced onboarding support for eligible customers
Microsoft provided mail migration Source environment
Type of migration
Will migrate Will not migrate
Exchange 2003 / 2007 / Exchange 2010 / Exchange 2013
Cutover migration From source mailbox
• Emails• Mailbox Rules• Delegates• Mailbox contacts• Calendar• Tasks
• Public Folders• External contacts• Mail-enabled users• Signature• Mailbox dumpster• Any email that is 25MB or larger• Archive data• Rights managed or encrypted emails
Exchange 2003 / 2007 Staged migration From source mailbox
• Emails• Mailbox Rules• Delegates• Mailbox contacts• Calendar• TasksDistribution Lists and external contacts with directory synchronization
• Public Folders• External contacts• Mail-enabled users• Signature• Mailbox dumpster• Any email that is 25MB or larger• Archive data• Rights managed or encrypted emails
Exchange 2010 & 2013 organization
Migration with hybrid deployment From source mailbox
• Emails• Mailbox Rules• Delegates• Mailbox contacts• Calendar• Tasks• SignatureDistribution Lists and external contacts with directory synchronization
Any email that is 25MB or larger Archive data Public Folders (*) Rights managed or encrypted emails
Microsoft provided mail migration Source environment
Type of migration
Will migrate Will not migrate
Lotus Domino 7.0.3+ Staged Notes Migration From source mailbox
• Emails• Mailbox contacts• Calendar• Tasks
• Signature• Mailbox Rules• Delegates.• .NSF archive files• Encrypted email• Document links• Any email that is 25MB or larger.• Archive data
IMAP source Migration using native IMAP tools
From source mailbox
• 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
Related content
OSS203 - Microsoft Office 365 Security, Privacy, and Compliance Overview
OSS304 - Regulatory Compliance and Microsoft Office 365
OSS206 - PowerBI - Gain Insights using familarity of Excel and power of the cloud with Office 365
Track resources
Ignite - Ignite.office.com
FastTrack - fasttrack.office.com
Office Blogs – blogs.office.com
Office 365 Trust Centre - trustoffice365.com
Office 365 Customer Success Centre – success.office.comRegister for Office 365 Ignite - aka.ms/ausignite
Appendix
Onboarding support
Office 365 Core Onboarding SupportOne 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
Eligibility of CustomerCustomer 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)
* 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.
Eligibility Applications and ServicesMicrosoft 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
Microsoft provided enhanced onboarding support for eligible customers
Onboarding support – workload details
Lync Online onboardingProvide 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
Exchange Online onboardingProvide 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 onboardingProvide 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
Microsoft provided enhanced onboarding support for eligible customers
Yammer onboardingProvide 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 onboardingProvide 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)
Customer/Partner responsibilities
• 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)
• 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
Documentation
Depending on environment, these are the activities you may need to perform
• 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
Customer/Partner responsibilities
• 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
• 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
Identity integration activities
Depending on environment, these are the activities you may need to perform
• 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
Customer/Partner responsibilities
• 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.
Messaging activities
Depending on environment, these are the activities you may need to perform
• 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.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.
