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Planning Microsoft
Office 365 Workload and
Application Deployment
James Laws
NetCom Learning
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AGENDA
Foundation Infrastructure
Workloads
Teams Roll-Out
SharePoint Online & OneDrive
Exchange Online
Migration of Users and Data
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FOUNDATION INFRASTRUCTURE
https://docs.microsoft.com/en-us/microsoft-365/enterprise/deploy-foundation-infrastructure?view=o365-worldwide
Networking
Optimum network
configuration for M365
Cloud Services
Identity
Synchronized and secured
with strong authentication
for user accounts and
protection for admin
accounts
Windows 10
Enterprise
• Computers upgraded to
W10 Enterprise and new
devices are W10 Enterprise.
Office 365 ProPlus
•Microsoft Office users are
able to upgrade to M365
Apps for Enterprise
Mobile Device
Management
•Your devices can be
enrolled and managed
Information
Protection
•M365 information
protection features are
configured and your
sensitivity or Azure
Information Protection
labels are ready to protect
documents and email
SECURITY
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WORKLOADS
https://docs.microsoft.com/en-us/microsoft-365/enterprise/deploy-workloads?view=o365-worldwide
Microsoft
Teams
SharePoint
Online &
OneDrive
Exchange
Online
Migration
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TEAMS ROLL-OUT https://docs.microsoft.com/MicrosoftTeams/teams-overview
1. Required foundation infrastructure phases completed
• Identity
• Information Protection
Security and compliance in Teams https://docs.microsoft.com/microsoftteams/security-compliance-overview
Licensing for Teams https://docs.microsoft.com/microsoftteams/office-365-licensing
2. Roll out Teams in your organization https://docs.microsoft.com/microsoftteams/how-to-roll-out-teams
3. Teams capabilities https://docs.microsoft.com/MicrosoftTeams/deploy-chat-teams-channels-microsoft-teams-landing-page
4. For more advanced Teams capabilities, see:
• Meetings and Conferencing https://docs.microsoft.com/microsoftteams/deploy-meetings-microsoft-teams-landing-page
• Cloud voice (requires Microsoft 365 E5) https://docs.microsoft.com/microsoftteams/cloud-voice-landing-page
• Highly regulated data https://docs.microsoft.com/en-us/microsoft-365/enterprise/teams-sharepoint-online-sites-highly-regulated-data?view=o365-worldwide
5. After Roll-Out monitoring of your organization's usage of Teams
• Cross-team and per-team analytics in Teams https://docs.microsoft.com/microsoftteams/teams-analytics-and-reports/cross-team-per-team-analytics
• Analytics and reporting https://docs.microsoft.com/microsoftteams/teams-analytics-and-reports/teams-reporting-reference
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SHAREPOINT ONLINE & ONEDRIVE https://products.office.com/sharepoint/collaboration
1. Required foundation infrastructure phases completed
• Networking
• Identity
2. Gather and Define
• Gather Team (Business, Technical, End Users)
• Set Scope / Scenarios
• Microsoft Teams might be a better choice
• Microsoft Teams and SharePoint sites for highly regulated data.
3. Technical Migration Planning (FastTrack Option)
• Configure SharePoint: SharePoint admin
• Identity and device access policies
• SharePoint access policies
Additional SharePoint Resources
https://docs.microsoft.com/sharepoint/safeguardi
ng-your-data
https://docs.microsoft.com/microsoft-
365/compliance/data-encryption-in-odb-and-spo
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SHAREPOINT ONLINE & ONEDRIVE (CON’T) Success factors for Microsoft 365
4. Run an IT Pilot
• Give your pilot participants M365 licenses and migrate their on-premises mailboxes to Exchange
Online.
• Give your pilot participants a set of exercises to test Exchange Online email, scheduling, and other
capabilities.
• Determine your change management strategy and produce materials to drive organization-wide
user adoption of Outlook and Exchange Online.
• Have your IT pilot participants review the change management materials based on their
experiences.
5. Roll out to business groups
• Identification of key business scenarios for Exchange Online within each business group.
• Announcement activities to inform users of the expectations and timelines for Exchange Online usage for departments and work
or project teams.
• Migration of on-premises mailboxes of your business group members to Exchange Online.
• Delivering user training on new features in Outlook or links to resources to introduce Outlook and how to use it.
• A feedback mechanism, such as a central Microsoft Teams team containing everyone in the business group, to collect comments
and act on issues from users in the business group.
Microsoft 365 Reports in the admin center
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EXCHANGE ONLINE
1. Required foundation infrastructure phases completed
• Networking
• Identity
2. Gather and Define
• Gather Team (Business, Technical, End Users)
• Set Scope / Scenarios
3. Technical Migration Planning (FastTrack Option)
• Ways to migrate multiple email accounts to Office 365
• Migrate Exchange Server public folders to Exchange Online
• Migrate Exchange Server public folders to M365 Groups
• Collaboration in Exchange Online
• Recipients in Exchange Online
• Outlook for iOS and Android
4. Network Readiness - Link
• Security in Exchange Online, review the following resources:
a. Permissions in Exchange Online
b. Security and compliance for Exchange Online
c. Anti-spam and anti-malware protection
• Exchange Online mailbox management:
a. Create user mailboxes in Exchange Online
b. Manage user mailboxes
c. Create and manage distribution groups
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EXCHANGE ONLINE (CON’T)
4. Run an IT Pilot
• Give your pilot participants M365 licenses and migrate their on-premises mailboxes to Exchange
Online.
• Give your pilot participants a set of exercises to test Exchange Online email, scheduling, and other
capabilities.
• Determine your change management strategy and produce materials to drive organization-wide
user adoption of Outlook and Exchange Online.
• Have your IT pilot participants review the change management materials based on their
experiences.
5. Roll out to business groups
• Identification of key business scenarios for Exchange Online within each business group.
• Announcement activities to inform users of the expectations and timelines for Exchange Online usage for departments and
work or project teams.
• Migration of on-premises mailboxes of your business group members to Exchange Online.
• Delivering user training on new features in Outlook or links to resources to introduce Outlook and how to use it.
• A feedback mechanism, such as a central Microsoft Teams team containing everyone in the business group, to collect
comments and act on issues from users in the business group.
Microsoft 365 Reports in the admin center
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MIGRATION OF USERS AND DATA https://docs.microsoft.com/MicrosoftTeams/teams-overview
1. Migrations from different platforms
• User Mailboxes - Exchange Online workload
• Existing SharePoint Data - SharePoint Online workload
• Skype for Business - Microsoft Teams workload
• Rather than upgrading your computers running Office 2007, Office 2010, Office 2013, or Office 2016:
a. Obtaining and assigning a Microsoft 365 license for your users
b. Uninstalling Office Suite on their computers
c. Installing Microsoft 365 Apps for enterprise Phase 4: Microsoft 365 Apps for enterprise
• Older/On-Prem Exchange Server and/or SharePoint Server FastTrack for Microsoft 365
a. Should be updated with the latest security updates and support fixes.
In some cases, these updates are released monthly.
b. Are not optimally enabled to leverage Microsoft’s cloud technologies and help you digitally transform your
business.
c. Do not include new productivity applications, such as Microsoft Teams.
d. Do not include the latest security features, such as Exchange Advanced Threat Protection.
• Windows 7 and 8.1
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RECORDED WEBINAR VIDEO
To watch the recorded webinar video for live demos, please access the link:
http://tiny.cc/7jzxoz
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