Office 365 Deployment and Adoption

Getting started

Infrastructure preparation

Service provisioning

AdoptionDeployment

Usage Enhancements

Data migration

Path to a successful Office 365 deployment and adoption

Trial Plan

Office 365 deployment and adoption

FASTRACK DELIVERED BY MICROSOFT PARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Infrastructure preparation

Service provisioning

AdoptionDeployment

Usage Enhancements

Data migration

EMAILMIGRATION

PER SEATFUNDING

ADD ON SERVICES

OR

ADOPTION OFFER

Pre-purchase

GETTING STARTED

Post-purchase

ONBOARDING

Trial Plan

Getting started

FastTrack for Office 365Included as part of the service

Available for all customers with 150+ seats

Includes Exchange, SharePoint, Lync, Office 365, Pro Plus, and Yammer

Microsoft services covered include A, E, G, and eligible standalone Paid SKUs

Pre-purchase

GETTING STARTED• E3, A3, or G3 subscription for

up to 250 users and 90 days in length

• Setup provide by Microsoft or certified partner or customer

• Resources included as part of the deployment

• Built-in user guides for getting started with Office 365

• Lync device pilot kit

Post-purchase

ONBOARDING• Current states assessment of your

environment

• Automated review and configurations for Active Directory, mail routing, Domain Name System (DNS) settings, and more

• User provisioning

• Directory and password synchronization

• Basic Active Directory federation

• Mail-flow routing

Quick and predictable start and deployment

Provisioned and ready to use service

Personalized assistance onboarding

Onboarding Center

EMAILMIGRATION

Partner/MCS

PER SEATVOUCHER

Post-purchase

ONBOARDING

Partner/MCS

ADD ON SERVICES

OR

ADOPTION OFFER

FASTRACK DELIVERED BY MICROSOFTPARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Preparing your infrastructure

Service provisioning

AdoptionDeployment

AdoptionUsage and enhancements

Data migration

Office 365 deployment and adoption

FastTrack enables you to quickly get started with Office 365

250 person/90-day E3, A3, or G3 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

Lync device enterprise kit

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

Pre-purchase

GETTING STARTED

Trial Plan

Getting started

Getting started with a trial

FASTRACK DELIVERED BY MICROSOFTPARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Infrastructure preparation

Service provisioning

AdoptionDeployment

AdoptionUsage and enhancements

Data migration

Office 365 deployment and adoption

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

Post-purchase

ONBOARDING

Getting started with a trial

FASTRACK DELIVERED BY MICROSOFTPARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Preparing your infrastructure

Service provisioning

AdoptionDeployment

UsageUsage and enhancements

Data migration

Customers earn funds on a per seat basis to pay for qualified adoption activities by Cloud Deployment Partners or MCSFunds are paid out as follows: $15/seat for up to 1,000 seats, $5/seat above 1,000 seats (with a max of $60k per customer)

Adoption actives may include: Data migration (email, OneDrive or SharePoint with a partner), remediation activities, enhance activities

Partner/MCS

PER SEAT FUNDING

The migration service is simple and focused only on delivering the mailboxes to the cloud, no extras.

The service handles the basic work of moving the mailbox.It provides: same standard process and procedure for all migrations, 24x5 migrations on a set schedule, single forest and platform migration, mailboxes only

Outside the offer: license management, archive or PST migrations, mobile devices, white glove or VIP treatment

Onboarding Center

EMAIL MIGRATION

AD

OPTIO

N O

FFER

OR

Office 365 deployment and adoptionCustomers become eligible for the FY15 Adoption Offer at the point of O365 eligible SKU purchase

Customers who buy 150+ seats of Office 365 are eligible for this service

Partner engagement with FastTrack

Plan Onboard Adopt, manage, enhance

FastTrack

Data

LOB

4

2

3Once you purchase 150+ seats, your partner works with Microsoft to ensure you are successfully Onboarded to Office 365.

Qualifying customers may be eligible for the Adoption Offer, to provide you mailbox migration or additional assistance from your partner

1You work with your partner to find out more about Office 365

Customer

PartnerYour partner helps set you up with an extended trial, including the FastTrack Getting Started content, labs and user training Deployment

AdoptionDeployment

Trial

Getting started

5

Now that you are all set up with Office 365, your partner may continue to assist you with additional enhancements, system integration, user adoption training or service management.

Getting started with a trial

FASTRACK DELIVERED BY MICROSOFTPARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Preparing your infrastructure

Service provisioning

AdoptionDeployment

AdoptionUsage and enhancements

Data migration

Office 365 deployment and adoption

Partner/MCS

ADD ON SERVICES

Training• End-user training that either IT or a partner could enable for end-users.

• Getting them to use the latest Office 365 version, or migrate from another platform, e.g., Lotus Notes

Change ManagementDriving the business and cultural changes needed for people to start using Office 365 scenarios such as Lync Conferencing and Enterprise Social in a way that generates business value. This could be done by IT, a Business Champion, a partner or Services, based on the Office 365 adoption methodology.

EnhancementsTarget Scenarios, Adoption Methodology, Adoption Playbook, Office 365 Success Center, Partner Program, Customer Lifecycle Management, Customer Community

Deployment and Adoption details

FastTrackGetting Started

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 ITDeployment and Remediation LabsPreliminary Deployment PlanDetailed Deployment Plan

Getting Started content for all workloadsBusiness and End User ScenariosTraining video libraryGetting Started Excitement Kits

Getting Started

Office 365 FastTrack Planning EngagementsGet 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

Getting Started for IT

Getting Started for Users

FastTrackOnboarding

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

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.

Onboarding

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

General activities

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.

Office 365FY15 Adoption Offer

Getting started with a trial

FASTRACK DELIVERED BY MICROSOFTPARTNER/MCS DELIVERED

MICROSOFT/PARTNER DELIVERED

PARTNER/MCS DELIVERED

Preparing your infrastructure

Service provisioning

AdoptionDeployment

AdoptionUsage and enhancements

Data migration

Customers earn funds on a per seat basis to pay for qualified adoption activities by Cloud Deployment Partners or MCSFunds are paid out as follows: $15/seat for up to 1,000 seats, $5/seat above 1,000 seats (with a max of $60k per customer)

Adoption actives may include: Data migration (email, OneDrive or SharePoint with a partner), remediation activities, enhance activities

Partner/MCS

PER SEAT FUNDING

The migration service is simple and focused only on delivering the mailboxes to the cloud, no extras.

The service handles the basic work of moving the mailbox.It provides: same standard process and procedure for all migrations, 24x5 migrations on a set schedule, single forest and platform migration, mailboxes only

Outside the offer: license management, archive or PST migrations, mobile devices, white glove or VIP treatment

Onboarding Center

EMAIL MIGRATION

AD

OPTIO

N O

FFER

OR

Office 365 deployment and adoptionCustomers become eligible for the FY15 Adoption Offer at the point of O365 eligible SKU purchase

Customers who buy 150+ seats of Office 365 are eligible for this service

Office 365 FY15 Adoption Offer

Adopt & Manage EnhanceOnboard

Office 365 Adoption OfferService promotion provided to customersto help with onboarding & adoption

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 to customers to help with onboarding & adoption

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 – June 30, 2015

What

Office 365 FY15 Adoption Offer

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

activitiesOr

Microsoft provided mail migration

Activities may include

Customer decision with Adoption Offer: Email Migration Option

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

Plan Onboard Adopt, manage, enhance

AdoptionDeployment

Trial

Getting started

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

• Email

• 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

Customer decision with Adoption Offer: Partner-Led Adoption Activities

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

Plan Onboard Adopt, manage, enhance

AdoptionDeployment

Trial

Getting started

Call to actionTo learn about Office 365 FastTrack visit http://fasttrack.office.com/

© 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.