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Top 8 Lessons Learned Migrating to the Cloud with Office 365

SCOTT CAMERONCloud Solutions Consultant

Valorem Consulting

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About Valorem Consulting GroupValorem is a premier consulting company providing world class business and technology solutions for business intelligence, collaboration, content management, and custom applications.

– Offices in Kansas City and St. Louis– Work exclusively with Microsoft technologies, with an

emphasis on cloud, development, information workers, and analytics

Cloud services include:– Office 365 Online messaging and collaboration– Rich Business Intelligence solutions with SQL Azure– Database and applications migration to the cloud– Custom application development for Windows Azure

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Recent ProjectsWe are proud to serve as the trusted solution provider to these and many other companies.

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Office 365 Introduction

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Poll #1: Experience with Office 365

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The Future of Productivity

The cloud on your terms

Best productivity experience across PC, phone, and browser

Online

On-premises

Business Intelligence

Content Management Collaboration SearchUnified

Communications

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What You Get

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Top 8 Lessons Learned Migrating to the Cloud

with Office 365

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Choose what to migrate: Users, E-mail, Public Folders, SharePoint Content

Clean up:• Disable old user accounts• Organize OUs• Disconnect or delete mailboxes

Clean House

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Choose what to migrate: Users, E-mail, Public Folders, SharePoint Content

Clean up:• Empty Deleted Items Folder• Delete Junk Mail• Archive or Delete Old and Sent Mail

Clean House

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Choose what to migrate: Users, E-mail, Public Folders, SharePoint Content

Clean up:• Archive Old Mail & Contact Folders• Delete Empty & Unused Folders• Move Data to Mailboxes or SharePoint

Clean House

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Choose what to migrate: Users, E-mail, Public Folders, SharePoint Content

Clean up:• Clean Up Document Libraries• Delete Old & Unused Sites• Archive Old Data

Clean House

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Know What You Need

How do I get ready?

How will it work in my environment?

Is my data secure?

Does it meet regulations?

What are the risks?Where will my data be? Are there compliance issues?

What’s the real business value?

Capability & Technical Fit

Business ValueSecurity, Privacy, Data Sovereignty

Legal and Compliance

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Transaction GovernanceServices and

SupportPartner

Who will manage it?

How do I get buy-in from stakeholders?

What skills do we need?

Is there an EA discount?

How do I purchase it?How do we prepare for it? How much can we do in house?

Where can I find a partner?

Know What You Need

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Know About the Cloud

• Synchronized local <-> cloud• No backups, recover Outlook items• Deleted & junk items last 30 days• Litigation hold• Archiving• Antispam / antivirus

E-M

ail

• No more capex on Exchange & SharePoint servers & support!

• SMB plans – community support• Enterprise plans – phone admin support• Microsoft Partners fill in the gapsSu

ppor

t

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Document, Document, Document

• List servers & components• Describe e-mail system• Look for devices & apps using MAPI

& SMTP• Make network & e-mail flow

(in & out) diagrams• Get your SSL certificates together• List DNS MX records• List settings for encryption, footers,

archiving, compliance, etc.

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Document, Document, Document

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Document, Document, Document

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Document, Document, Document

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Poll #2: What E-mail Solution Do You Use?

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Get Good Tools

• Deployment Readiness Tool– http://community.office365.com/en-us/f/183/p/2285/8155.aspx#8155

• Get-ExchangeEnvironmentReport– http://www.stevieg.org/2011/06/exchange-environment-report/

• Office 365 Speed Test– http://speedtest.microsoftonline.com

• Exchange Connectivity Test– https://www.testexchangeconnectivity.com/

• Pre-Download Migration Software– Office 2010 & Lync, ADFS, DirSync, OnlineServices PowerShell

.NET 35 SP1, Desktop Setup Wizard

• 3rd Party Migration Tools– Migration Wiz, MetaVis, Metalogix, Quest

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Get Good Tools

Tests:

DomainsUser Identity and Account Provisioning Exchange Online

Lync OnlineSharePoint OnlineClient and End User ExperienceNetwork

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Get Good Tools

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Get Good Tools

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Get Good Tools

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Know Requirements & Limits

Requirements• Windows XP SP2+, Vista SP2+, Windows 7• Windows Server 2008 & 2008 R2• Internet Explorer 7 or 8, Firefox, Chrome, Safari• Microsoft Office 2007 SP2+, 2010 SP1+,

Office 2008 for Mac 12.2.9, Office for Mac 2011 SP1

PowerShell: Windows 7 or 2008 R2, .NET Framework 3.5.1

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Know Requirements & Limits

Limits• 25 GB Mailbox (E3+ unlimited)• 125 attachments per e-mail• 25 MB e-mail size maximum• Subject lines under 255 chars• 1,500 max recipients per day• 5 GB shared mailboxes• No public folders• SharePoint 10 GB + 500 MB / user

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Choose Your Migration

Types of Migrations:• Non-Exchange

– PST Import– IMAP

• Exchange– Cutover– Staged– Hybrid

• Think about: DirSync, Single Sign On, Federation

Office 365

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Choose Your Migration

IMA

P cutov

er

Exchange

cutover

Staged

Coexistence

Hybrid

Coexistence

Exchange 5.5 X

Exchange 2000 X

Exchange 2003 X X X X

Exchange 2007 X X X X

Exchange 2010 X X X

Notes/Domino X

Groupwise X

Other X

IMAP cutover

Exchange cutover

• Supports wide range of email platforms• Email only (no calendar, contacts, or tasks)

• Good for fast, direct migrations• No new server required on-premises

Cu

tove

r

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Choose Your Migration

IMA

P cutov

er

Exchange

cutover

Staged

Coexistence

Hybrid

Coexistence

Exchange 5.5 X

Exchange 2000 X

Exchange 2003 X X X X

Exchange 2007 X X X X

Exchange 2010 X X X

Notes/Domino X

Groupwise X

Other X

Staged Exchange coexistence• Allows a staged migration• No server required on-premises

Coe

xist

ence

Hybrid Exchange coexistence

• Enables cross-premises calendaring, smooth migration, and easy off-boarding

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Poll #3: What Migration Type Would You Use?

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Get Good Help

Required Skills• LAN & WAN Networking

• Secure Certificates & DNS

• Voice (for Lync)

• Exchange (for migrations)

• Desktop Support

• Active Directory (DirSync, ADFS, SSO)

• Project Management

DON’TPANIC

!

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Get Good Help

• Find a Partner On Microsoft Pinpoint– http://pinpoint.microsoft.com/en-US/home– Look under “Business Need” for “Cloud Computing”– Type in your city or Zip Code and search

• Check them out:– Work History – Do they have specific expertise in Office 365?– Credentials – Are they a Microsoft Cloud Accelerate Partner?– Reference Check – Do their existing clients recommend them?– Interview Them – Meet their technical staff and get your free initial consultation.

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Q/A

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Scott CameronCloud Solutions Consultant

E-mail: scameron@valoremconsulting.comBlog: http://blog.quitecloudy.com

Contact

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Thank You

www.ValoremConsulting.com

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ResourcesLinks and References• Cloud Notes Office 365 Blog – http://blog.quitecloudy.com:

o Top 8 Ways to Prepare for an Office 365 Migrationo Common Office 365 PowerShell Scriptso Office 365 Toolso Troubleshooting Office 365 Multiple Prompts for Cr

edentials

• Converting Exchange 2003 e-mail address policies: http://blogs.technet.com/b/exchange/archive/2007/03/12/3401538.aspx

• Fix Exchange 2003 Blocked Permissions Inheritance: http://technet.microsoft.com/en-us/library/aa998240(EXCHG.80).aspx

• Active Directory Topology Diagrammer (ATDT): http://www.microsoft.com/en-us/download/details.aspx?id=13380

• Message Limits for Creating Cleanup Policies: http://help.outlook.com/en-us/140/dd630704.aspx

• Get-ExchangeEnvironmentReport script: http://www.stevieg.org/2011/06/exchange-environment-report/

• Office 365 Deployment Readiness Tool: http://community.office365.com/en-us/f/183/p/2285/38134.aspx#38134

• Office 365 Speed Test: http://speedtest.microsoftonline.com • Office 365 Desktop Readiness Tool: http://support.microsoft.com/kb/2644173

• Exchange Best Practices Analyzer: http://www.microsoft.com/en-us/download/details.aspx?id=22485

• Disabling Passwords for Office 365 Service Accounts: http://blogs.technet.com/b/neiljohn/archive/2011/09/05/office-365-service-accounts-how-do-i-stop-dirsync-from-breaking-every-90-days.aspx