Office 365 Deployment Strategies 2.0
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Office 365 Deployment Strategies 2.0



Session on Office 365 Deployment Strategies presented by Bert Johnson at SharePoint New York City 2011.

Session on Office 365 Deployment Strategies presented by Bert Johnson at SharePoint New York City 2011.



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  • 1 minute- MCM product team largely focused on cloud expansion
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  • [<1 minute]Famous “All-in” quote
  • [2 minutes]- Public beta just concludedOffice 365 as SP2010 R2Thousands of businesses already on board
  • [2 minutes]- Dedicated for 5,000+ users with 3 year commitment
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  • [2 minutes]Complete flexibility locallyOpEx in the cloud
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Office 365 Deployment Strategies 2.0 Office 365 Deployment Strategies 2.0 Presentation Transcript

  • Bert Johnson
    SharePoint Architect and MCM - PointBridge
    Office 365 Deployment Strategies
  • Bert Johnson
    SharePoint Architect with PointBridge Solutions
    Microsoft Certified Master – SharePoint Server 2010
    Twitter: @SPBert Event Hashtag: #SPSNYC
  • About PointBridge
    By The Numbers:
    Founded in 2004
    250+ SharePoint projects
    350,000+ hours of SharePoint experience
    30,000+ monthly blog hits
    2011 Microsoft Central US Award for Customer Loyalty and Satisfaction
    2010 Microsoft Central US Award for Online Services
    2010 Microsoft Midwest District Award for Best Customer Experience
    2009 Microsoft Central US Partner of the Year
    One of 35 Microsoft National Systems Integrators
    One of 15 members of Microsoft Partner Advisory Council for SharePoint and Online Services
  • Agenda
    About SharePoint Online
    Deployment Scenarios
    Customization Options
    Q & A
  • About SharePoint Online
  • SharePoint Online Flavors
    Business Productivity Online Suite (BPOS)
    Available since 2009
    A la carte options for Exchange 2007, OCS 2007, MOSS 2007
    Office 365
    Generally Available as of June 2011
    Integrated packages with Exchange 2010, Lync 2010, SharePoint 2010, Office 2010, OWA 2010, Forefront
    SharePoint capped at 20,000 users
  • Hybrid Licensing Options
  • Office 365 Plans
    Standard (O365-S) vs. Dedicated (O365-D)
    Multi-tenancy vs. isolation
    Licensing models
    For small business
    Up to 50 users (P Family Plans)
    Includes “brochureware” site
    For enterprises:
    E Family Plans
    K Family Plans
    For education
  • Office 365 Plans
  • Office 365 Plans
  • Service Level Agreements
    99.9% Uptime
    Automatic, scheduled release cycles
    Scheduled maintenance Saturdays 6-10pm CST
    Multiple farms, multiple data centers
    Only one zone affinity (Americas, EMEA, APAC)
    No server access
  • Privacy and Compliance
    EU Safe Harbor Framework
    Microsoft reserves right to transfer data between geographies (under Safe Harbor)
  • Subtle Changes
  • What’s Not Available
    BI Suite (PerformancePoint, PowerPivot, SSRS)
    Business Connectivity Services
    FAST Search
    Project Server
    Records Center / e-Discovery
    Central Administration
  • Deployment Scenarios
  • Net New, Standalone
    Allows for a clean intranet from the ground up
    Need to plan for user and content lifecycles
    Still needs IA and governance planning
  • BPOS -> Office 365
    Server-side upgrade largely managed
    Updated Microsoft Online Services Sign-In Assistant
    Potential complications with any upgrade:
    Site templates
    Orphaned sites
    IE6 unsupported
    Migrations started recently; to finish in 12 months
  • On Premise -> Office 365
    Only supported via tools that talk to web services
    Lose creator and modified by metadata
    Lookups and formulas tricky
    Need to be careful mapping accounts
    Recommended to remove all customizations beforehand and re-add
  • Hybrid
    Can use same user licenses for on-prem or cloud
    Allows for gradual scaling
    Coordinating security and IA across data centers difficult
    Service application proxies not accessible
    Not a replication solution
    Indexing Office 365 not supported; federation only
  • Preparation
  • Motivations
    Use Office 365 migration as opportunity to:
    Solicit feedback from the business
    Apply consistent branding
    Improve IA / taxonomy
    End reliance on custom code
    Get rid of unused content
    Enact governance
  • Governance
    Before deploying, plan for:
    Roles and responsibilities
    Content and code lifecycles
    Compliance requirements
    Consistent user experience
    Multi-farm IA
  • Infrastructure
    Prepare for Single Sign-On via ADFS 2.0
    Upgrade AD to functional level 2003 SP2+
    Deploy ADFS 2.0 modules on Server 2008
    Establish trust between domains
    Install Office 365 Sign-In Assistant
    Run Deployment Readiness Tool
    Understand remote PowerShell options
    Plan for local backups
  • On-Premise -> O365 Prep
    Follow same steps as for on-premise upgrade
    Remove unneeded content
    Eliminate orphaned objectsand errors
    Take full back-ups at all levels
    Determine import tool / strategy
  • Change Management
    Most important, overlooked effort
    Notify of pending changes early
    Update training materials and references
    Define strategy and metrics for adoption
  • Customization Options
  • 5 Facets of Customization
    Configuration, design, development
    Enable / streamline processes
    Needs to be determined by governance
    Office 365, on premise, connected systems
    Only when absolutely necessary!
  • Governance Considerations
    Governance Needed
  • Effort Required
    Level of Effort
  • Development Landscape
  • Sandboxed Solutions
    Run in own secure process
    Governed by points system
    Web Parts
    Event Receivers
    Workflow Activities
    Content Types
    List Definitions / Lists
    File Modules
    Not Possible
    Visual Web Parts
    User Controls
    BCS Models
    Application Pages
    Timer Jobs
    14 Hive / Root
  • Azure
    Windows Azure can bridge hybrid farms, tie in Dynamics, or talk to other systems
    AppFabric simplifies long-running or volatile processes
    SQL Azure enables better data marts
    Check out “Developing Microsoft SharePoint Applications Using Windows Azure” by Steve Fox
  • Public-Facing Sites
    New browser-based “Site Designer” tool
    Cannot be customized with SharePoint Designer
    Allows one vanity URL
  • Development Lifecycle
  • Resources
  • Resources
    Office 365 Home
    Office 365 Deployment Readiness Tool
    PowerShell Cmdlets for Office 365
    “Not All Sandbox Solutions Are the Same”
    Bert Johnson blogs
  • Q & A
  • Bert Johnson
    SharePoint Architect with PointBridge Solutions
    Microsoft Certified Master – SharePoint Server 2010
    Twitter: @SPBert Event Hashtag: #SPSNYC
  • Housekeeping
    Please remember to visit the ATE & Open Spaces for a chance to win an XBOX/Kinect. You can also enter into a raffle for an SPC Pass if you visit the sponsor booths to get your bingo card signed. All other prizes are related to ending session evaluations.
    Follow SharePoint Saturday New York City on Twitter @SPSNYC and hashtag#SPSNYC
  • Thanks to Our Sponsors!
    Office 365