Moving Your LA Investment Advisory Firm to Office 365 (SlideShare)
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Transcript of Moving Your LA Investment Advisory Firm to Office 365 (SlideShare)
Moving Your LA Investment Advisory
Firm to Office 365
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Many LA investment advisory
firms are considering migrating
to Office 365 these days
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Proper Planning
Prevents Poor Performance
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
As with all aspects of their
technology, when considering
the move to Office 365 an
investment advisory firm
needs to consider and plan
for security and compliance
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Get Your Infrastructure Ready
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
The following will also have
to be disabled, archived,
or deleted:
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Craig PollackFounder & CEO
• Users
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Sites
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Craig PollackFounder & CEO
• Mailboxes
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Craig PollackFounder & CEO
• Public Folders
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Craig PollackFounder & CEO
• SharePoint objects
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Craig PollackFounder & CEO
Document How Email Works
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Craig PollackFounder & CEO
Before the migration begins,
verify and document how
email enters the network
and how it is processed
in Exchange
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Other required information
includes:
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• How the firm’s employees
connect to the mail server
to retrieve their messages
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Craig PollackFounder & CEO
• A list of email servers and
the network components
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Craig PollackFounder & CEO
• Any devices or applications
that relay e-mails using
MAPI or SMTP
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Craig PollackFounder & CEO
• SSL certificates as well as
all settings for encryption
and archiving
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Craig PollackFounder & CEO
• External DNS MX
and A records
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Put the Migration Toolkit
Together
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Craig PollackFounder & CEO
There are tools available
to make the migration to
Office 365 easier
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Although it may seem complex
on the surface, moving a firm
to the Office 365 Cloud is
no more complicated or
challenging than any
system upgrade
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Has your investment advisory
firm made the switch
to Office 365 yet?
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
If so, have you noticed
a lot of improvements over
the previous system?
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
Copyright © FPA Technology Services, Inc.
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