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Office 365 Deployment Strategies 2.0


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

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Office 365 Deployment Strategies 2.0

  1. 1. Bert Johnson<br />SharePoint Architect and MCM - PointBridge<br />Office 365 Deployment Strategies<br />
  2. 2. Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010<br />Twitter: @SPBert Event Hashtag: #SPSNYC<br />Email:<br />Blog:<br />
  3. 3. About PointBridge<br />By The Numbers:<br />Founded in 2004<br />250+ SharePoint projects<br />350,000+ hours of SharePoint experience <br />30,000+ monthly blog hits<br />2011 Microsoft Central US Award for Customer Loyalty and Satisfaction<br />2010 Microsoft Central US Award for Online Services<br />2010 Microsoft Midwest District Award for Best Customer Experience<br />2009 Microsoft Central US Partner of the Year<br />One of 35 Microsoft National Systems Integrators<br />One of 15 members of Microsoft Partner Advisory Council for SharePoint and Online Services<br />
  4. 4. Agenda<br />About SharePoint Online<br />Deployment Scenarios<br />Preparation<br />Customization Options<br />Q & A<br />
  5. 5. About SharePoint Online<br />
  6. 6. SharePoint Online Flavors<br />Business Productivity Online Suite (BPOS)<br />Available since 2009<br />A la carte options for Exchange 2007, OCS 2007, MOSS 2007<br />Office 365<br />Generally Available as of June 2011<br />Integrated packages with Exchange 2010, Lync 2010, SharePoint 2010, Office 2010, OWA 2010, Forefront<br />SharePoint capped at 20,000 users<br />
  7. 7. Hybrid Licensing Options<br />
  8. 8. Office 365 Plans<br />Standard (O365-S) vs. Dedicated (O365-D)<br />Multi-tenancy vs. isolation<br />Licensing models<br />For small business<br />Up to 50 users (P Family Plans)<br />Includes “brochureware” site<br />For enterprises:<br />E Family Plans<br />K Family Plans<br />For education<br />
  9. 9. Office 365 Plans<br />
  10. 10. Office 365 Plans<br />
  11. 11. Service Level Agreements<br />99.9% Uptime<br />Automatic, scheduled release cycles<br />Scheduled maintenance Saturdays 6-10pm CST<br />Multiple farms, multiple data centers<br />Only one zone affinity (Americas, EMEA, APAC)<br />No server access<br />
  12. 12. Privacy and Compliance<br />Certifications<br />ISO27001<br />SAS70<br />EU Safe Harbor Framework<br />FISMA<br />Microsoft reserves right to transfer data between geographies (under Safe Harbor)<br />
  13. 13. Subtle Changes<br />
  14. 14. What’s Not Available<br />BI Suite (PerformancePoint, PowerPivot, SSRS)<br />Business Connectivity Services<br />FAST Search<br />Project Server<br />Publishing<br />Records Center / e-Discovery<br />Central Administration<br />
  15. 15. Deployment Scenarios<br />
  16. 16. Net New, Standalone<br />Allows for a clean intranet from the ground up<br />Need to plan for user and content lifecycles<br />Still needs IA and governance planning<br />
  17. 17. BPOS -> Office 365<br />Server-side upgrade largely managed<br />Updated Microsoft Online Services Sign-In Assistant<br />Potential complications with any upgrade:<br />Site templates<br />Orphaned sites<br />IE6 unsupported<br />Migrations started recently; to finish in 12 months<br />
  18. 18. On Premise -> Office 365<br />Only supported via tools that talk to web services<br />Lose creator and modified by metadata<br />Lookups and formulas tricky<br />Need to be careful mapping accounts<br />Recommended to remove all customizations beforehand and re-add<br />
  19. 19. Hybrid<br />Can use same user licenses for on-prem or cloud<br />Allows for gradual scaling<br />Coordinating security and IA across data centers difficult<br />Service application proxies not accessible<br />Not a replication solution<br />Indexing Office 365 not supported; federation only<br />
  20. 20. Preparation<br />
  21. 21. Motivations<br />Use Office 365 migration as opportunity to:<br />Solicit feedback from the business<br />Apply consistent branding<br />Improve IA / taxonomy<br />End reliance on custom code<br />Get rid of unused content<br />Enact governance<br />
  22. 22. Governance<br />Before deploying, plan for:<br />Roles and responsibilities<br />Content and code lifecycles<br />Compliance requirements<br />Consistent user experience<br />Multi-farm IA<br />
  23. 23. Infrastructure<br />Prepare for Single Sign-On via ADFS 2.0<br />Upgrade AD to functional level 2003 SP2+<br />Deploy ADFS 2.0 modules on Server 2008<br />Establish trust between domains<br />Install Office 365 Sign-In Assistant<br />Run Deployment Readiness Tool<br />Understand remote PowerShell options<br />Plan for local backups<br />
  24. 24. On-Premise -> O365 Prep<br />Follow same steps as for on-premise upgrade<br />Remove unneeded content<br />Eliminate orphaned objectsand errors<br />Take full back-ups at all levels<br />Determine import tool / strategy<br />
  25. 25. Change Management<br />Most important, overlooked effort<br />Notify of pending changes early<br />Update training materials and references<br />Define strategy and metrics for adoption<br />
  26. 26. Customization Options<br />
  27. 27. 5 Facets of Customization<br />What:<br />Configuration, design, development<br />Why:<br />Enable / streamline processes<br />Who:<br />Needs to be determined by governance<br />Where:<br />Office 365, on premise, connected systems<br />When:<br />Only when absolutely necessary!<br />
  28. 28. Governance Considerations<br />Governance Needed<br />
  29. 29. Effort Required<br />Level of Effort<br />
  30. 30. Development Landscape<br />
  31. 31. Sandboxed Solutions<br />Run in own secure process<br />Governed by points system<br />Possible<br />Web Parts<br />Event Receivers<br />Workflow Activities<br />Content Types<br />List Definitions / Lists<br />File Modules<br />Not Possible<br />Visual Web Parts<br />User Controls<br />Workflows<br />BCS Models<br />Application Pages<br />Timer Jobs<br />14 Hive / Root<br />
  32. 32. Azure<br />Windows Azure can bridge hybrid farms, tie in Dynamics, or talk to other systems<br />AppFabric simplifies long-running or volatile processes<br />SQL Azure enables better data marts<br />Check out “Developing Microsoft SharePoint Applications Using Windows Azure” by Steve Fox<br />
  33. 33. Public-Facing Sites<br />New browser-based “Site Designer” tool<br />Cannot be customized with SharePoint Designer<br />Allows one vanity URL<br />
  34. 34. Development Lifecycle<br />
  35. 35. Resources<br />
  36. 36. Resources<br />Office 365 Home<br /><br />Office 365 Deployment Readiness Tool<br /><br />PowerShell Cmdlets for Office 365<br /><br />“Not All Sandbox Solutions Are the Same”<br /><br />Bert Johnson blogs<br /><br />
  37. 37. Q & A<br />
  38. 38. Bert Johnson<br />SharePoint Architect with PointBridge Solutions<br />Microsoft Certified Master – SharePoint Server 2010<br />Twitter: @SPBert Event Hashtag: #SPSNYC<br />Email:<br />Blog:<br />
  39. 39. Housekeeping<br />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.<br />Follow SharePoint Saturday New York City on Twitter @SPSNYC and hashtag#SPSNYC<br />
  40. 40. Thanks to Our Sponsors!<br />Enterprise<br />Standard<br />Office 365<br />Foundation<br />Prize<br />