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1
                                                           JR




Moving Employee Email to the
Cloud with Microsoft Office 365
Mid-Atlantic Regional Educause Conference
Wednesday, January 16, 2013

Rick Gould, Director of Special Projects
Joseph Rossmeier, Vice President for Technology Services
Prince George’s Community College
2
                                                             JR




About the College
  Prince George’s Community College
  Central Maryland, founded in 1965
  42,000 students using Microsoft live@edu in the Cloud
  3,000 Employees using Microsoft Office 365 in the Cloud
3
                                                                       JR




Employee Email
 Decision: January 2012
 Novell GroupWise 6.5 (9 years old) - obsolete
     Lacked full integration with MS Office
     Incompatible with Windows 7
     Frequent downtime due to infrastructure problems
     Email Administration maintenance skills – limited to one shift
     End-User skills – held in the past by old technology
4
                                                                 JR




Alternatives
 Improve the status quo
   Continue based upon legacy decisions
   Stay with Novell and GroupWise - upgrade to latest release
   Easy to accomplish - but little technological advancement


 Do something Strategic/ Transformational
   Replace earlier decisions (abandon the past)
   Change to Microsoft and Outlook / Exchange – YES !
   Change from on-site to the Microsoft Cloud – MAYBE ?
5
                                                       RG
                   Employee Email



Student Email
  live@edu                           Email access
                                        through
converting to                       College Website
 Office 365                           and Portal
  in 2013              EMAIL
                 INFRASTRUCTURE
                      ----------
                     REQUIRED
  PC / MAC
                     POINTS OF
                   INTEGRATION      Integration with
Email Clients
Web Browsers                           Windows
 Classrooms                           MS Office
Labs / Library                        SharePoint
                    Mobile Device
                       Apple
                      Android
                     Windows
6
                                                              RG




Technology Strategies
Satisfied by Outlook / Exchange
 World-Class Providers          Integration with other Office
 Enterprise Class Products       365 services
 *Market-Leading Products         SharePoint Online
  and Services                     Office Web Parts
 *Integration with Microsoft      LYNC Conferencing
  Core Roadmap                   Outsource Commodity
 *Long-lived solutions           Technologies
 *Integrated with other         *Minimal/No Customization
  College technology plans       IT skills already in-house or
                                  readily available
7
                                                             RG




Benefits for the End-User
Provided by Outlook / Exchange
 Up-to-date Technology          Easy access to training and
 *Integration with MS Office     Outlook communities
 *Mobile device support         Users approve this change
 *Outlook Web App for           User skill requirements are
  remote access                   reasonable and attainable
 *Outlook 2011 for MACs          through training and
                                  practice; no hiring req’d
 Enables Windows 7, 8
                                 *Users will experience no or
 *Satisfy or exceed end-user     minimal workload change
  requirements
8
                                                                 RG




What about the Cloud?
 Student email already in the Cloud
 42,000 students using live@edu in the Microsoft Cloud
 College experience with Microsoft student email – positive !
 Live@edu scheduled to become Office 365 for Students

 What about the email for employees?
 Will IT and Users be better off with or without the Cloud?
9
                                                               RG




Benefits for IT
Provided by the Office 365 Cloud
 *24/7/365 operations         *No customization needed
 *99.9% availability          Integrated with MS Office
 World-Class datacenter(s)    *Integrated with all of O365
 Infrastructure redundancy    Integrated with Office 365
 Storage as a service          for students
 Performance as a service     Integrated with Microsoft
 Backup and recovery           core roadmap
 Patch management             *Cost is reasonable or
 Release management            better
 *System Development
10
                                                              RG




Benefits for End-Users
Provided by the Office 365 Cloud
 *More storage - 25GB
 Legal Hold (available, fee)
 Unlimited Archive (available, fee)
 Faculty and Students both using Office 365
 Future integration with SharePoint Online and Lync Online
 End-User experience - equal or better
11
                                                                RG




Project Cost Analysis
 Cost                            Cost Recovery
                                 Novell licenses - $70K / yr
 Consulting:
   original - $75K
                                 Infrastructure freed up
                                     Servers - $30K/yr
   add’l migration - $56K
                                     Storage - $20K/yr
 Quest Assistance - $17K
                                     Backup - $10K/yr
 Quest Migration Tool - $35K
                                     Other – $10K/yr
 Total - $183K                      Network Admin - $ ???
                                 Total - $140K
                                 Cost Recovery in 1.25 yrs
12
                                                                     RG




Project Schedule --9 months
 Jan - Contracts with Bell TechLogix, Quest and Microsoft
 Feb – May
   Active Directory Preparation, Provision O365, load email
    accounts to O365; virtualize the GW client ; rollout Outlook 2010;
    user training and practice with Outlook & OWA
 June – migrate data from GW to O365; go live 06/30 !
 July to Sep – additional time required to migrate data
 Oct 1st week – final migrations of the latest GW data
 Oct 2nd week – prepare for cut-over & end user support
 Oct 3rd week – cut-over; weekend of Oct 20
13
                                                                  RG




Project Components
   Active Directory Tune-Up        Migrate email
   Provision Office 365              6 months current
   Establish email accounts          3 years archived
   Project Communications          Migrate calendars
     Announcements, Portal Page    Migrate contacts
 Train Users
                                    Migrate document files
     In Classroom, Tutorials
   User practice in advance        Migrate distribution lists
   Final Migrations                Migrate rooms, etc.
   Cut-Over to O365                Migrate resource accounts
   Support Users                   Migrate permissions
14
                                                               RG




Unexpected Migration Problems
 Migration Tool from Quest (not fully ready for Office 365)

 Data movement to the Office 365 Cloud was slow
   1.25 GB/hour at best; throttled by Microsoft
   20 migration servers, 2400 hours runtime for migrations


 Migration Errors
     Calendar - recurring meetings did not migrate
     Permissions - did not migrate
     Unpredictable - partial migrations per user
     Error report unreadable; causing selective re-runs
15
                                                                     RG




Surprises about Office 365
 Sync from Active Directory to Office 365 – once every 4 hrs

 Global Address List (GAL)
   Office 365 updates and distributes the GAL once every 24 hours

 Deleting Accounts
   Office 365 enables deleted accounts to be recovered for 30 days
   When an account is to be deleted, must petition MS to force an
    actual delete
16
                                                                 RG




More Surprises
 Search and Destroy – took over 20 hours to run a script
  across the Office 365 cloud to find and purge an email

 Desktops that are not all at the same release, patch and
  registry level – act differently
   Sent / deleted email saved in wrong account unless patched
   Save and Send – works under Win 7, not under XP

 College infrastructure needs to be ―ready‖
   Not quite like web browsing; email more interactive
   Bandwidth, PCs, MACs, network, wireless, AD, email admin
17
                                                                RG




Still More Surprises
 Large mailings can’t go out through Office 365
   Limit of 1500 emails per 24 hrs per sender
   Need an in-house email server to relay the large mailings

 Existing Fax Server was not compatible with Office 365
   New Microsoft –endorsed fax server being purchased (RightFax)


 Anti-Spam service in Office 365
   Experiencing more spam, especially phishing
   May have to upgrade to the ―preferred‖ service (fee)
18
                                                                 RG




And Even More Surprises

 Large data moves (cut/copy/paste) can take hours
   Example: moving 1000 contacts to a different folder
   Cloud can take as long as overnight to complete


 End-Users with Outlook at Home
   Home PC does not have same patches / registry as office PC
   Outlook may act differently at home
19
                     JR




The Best Surprise

Users very happy with
 new email system—
 minimal complaints!
20
                                                             JR




Mobile Device Support
 Microsoft ActiveSync
   Developed online consent form for end-user sign-up
   Email, Calendar and Contacts
   Apple (154 current users), Android and Windows next


 Communication to Mobile Device from the Office 365 Cloud
   Wi-Fi and cellular communication channels
   Working fine, on and off-campus
21
                                                          JR




Fee-based add-on services
 Legal Hold
     Used to support HR and litigation activities
     Prevents actual deletion of email
     Undetectable by end-user
     $4.50 per month per email account


 Unlimited Archive
   Used for departmental accounts with large histories
   Accounting, Procurement
   $4.50 per month per email account
22
                                                     JR




Now Live on Office 365
 Live on Office 365 since Oct 20 (~ 3 months)

 No outages or major system-wide disruptions

 One (1) email delivery slow-down lasting 4 hours
23
                                                             RG




Microsoft vs Quest
 Microsoft Outlook / Exchange technology – no problems

 Microsoft Office 365 Cloud technology – no problems

 Surprises associated with the Microsoft Office 365 Cloud
   Appeared to be problems at first
   OK after we made the appropriate adjustments!!!


 Data Migration using Quest Technologies – problems
24
                                                              RG




If we could do it all again….
 Reduce the migration task:
   Migrate less history – we brought over 3 years
   Migrate fewer accounts – purge before migrating

 ―Zero-Impact Migration Service‖ from Dell & Quest
    They will remote in and perform the migration for you
    Cloud-based migration service - no installation tasks


 Quest ―Co-Existence‖ Tool
   enables cut-over in phases (by department, campus, etc)
25
                                                        RG




                               Using Ellucian Colleague as the
            Office 365         ―system of record‖ to manage
                               Active Directory and Office 365
                               Accounts



 Active
Directory

                  Employee Data
                   from Ellucian
                     Colleague
26
                                                               RG




Using Ellucian Colleague
 Employee data extracted from Colleague
   Used to update Active Directory every day
   AD automatically sync’s to Office 365


 Using Colleague data for:
   New hires, separations, retirements
   To automatically populate the Dynamic Distribution Lists
   Annual purge of email accounts
27
     RG

27
28
                                                                    RG




Security Improvements
 No email accounts
   For Student Employees, Contractors, Volunteers and
   Credit/ ConEd Adjuncts ―off-the-payroll‖ 18 months or more


 Deletion of email after 3 years
   Automatic deletion on a rolling 3 year schedule


 Restrictions on Distribution Lists
   DLs have a moderator and use is limited to selected employees


 Auto-Forwarding to other Email Systems – blocked
29
                                                                 RG




Office 365 Academic Plan A2
More features in current release
 We implemented:                   Also available in Plan A2
   Exchange plan 1                   SharePoint Plan 1
                                      Lync Plan 1
 Subscribed to 5 licenses of         Office Web Apps
  Exchange Plan 2 to get
   Legal Hold
   Can assign the 5 licenses to
    any 5 email accounts
30


     30
     RG
31
                                                            RG




Next Release of Office 365
 New Features                   New Features
 Office on Demand - stream     Work across Time Zones
  Office to end-points          Data governance / protection
 Site Mailboxes – docs and      policies in SharePoint
  email sync’d to SharePoint    Lync Meeting – HD
                                 video, VOIP, IM, desktop &
 Data Loss Prevention           doc sharing using the
 eDiscovery Center              browser-based Lync web
 Context tracking - what        app
  people are working on         More details here…
                                www.microsoft.com/office/pre
                                 view/en/office-365-enterprise
32
                                                  JR




Our Conclusion
 Good Decisions
   Replace GroupWise with Outlook / Exchange
   Office 365 in the Cloud


 Users like it, IT likes it

 IT looking for additional Cloud opportunities
33
                                 JR




Your Questions, Observations, etc.
          Thank you
    jrossmeier@pgcc.edu
       rgould@pgcc.edu

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Moving employee email to the cloud with ms office 365 01-16-2013 - final

  • 1. 1 JR Moving Employee Email to the Cloud with Microsoft Office 365 Mid-Atlantic Regional Educause Conference Wednesday, January 16, 2013 Rick Gould, Director of Special Projects Joseph Rossmeier, Vice President for Technology Services Prince George’s Community College
  • 2. 2 JR About the College  Prince George’s Community College  Central Maryland, founded in 1965  42,000 students using Microsoft live@edu in the Cloud  3,000 Employees using Microsoft Office 365 in the Cloud
  • 3. 3 JR Employee Email  Decision: January 2012  Novell GroupWise 6.5 (9 years old) - obsolete  Lacked full integration with MS Office  Incompatible with Windows 7  Frequent downtime due to infrastructure problems  Email Administration maintenance skills – limited to one shift  End-User skills – held in the past by old technology
  • 4. 4 JR Alternatives  Improve the status quo  Continue based upon legacy decisions  Stay with Novell and GroupWise - upgrade to latest release  Easy to accomplish - but little technological advancement  Do something Strategic/ Transformational  Replace earlier decisions (abandon the past)  Change to Microsoft and Outlook / Exchange – YES !  Change from on-site to the Microsoft Cloud – MAYBE ?
  • 5. 5 RG Employee Email Student Email live@edu Email access through converting to College Website Office 365 and Portal in 2013 EMAIL INFRASTRUCTURE ---------- REQUIRED PC / MAC POINTS OF INTEGRATION Integration with Email Clients Web Browsers Windows Classrooms MS Office Labs / Library SharePoint Mobile Device Apple Android Windows
  • 6. 6 RG Technology Strategies Satisfied by Outlook / Exchange  World-Class Providers  Integration with other Office  Enterprise Class Products 365 services  *Market-Leading Products  SharePoint Online and Services  Office Web Parts  *Integration with Microsoft  LYNC Conferencing Core Roadmap  Outsource Commodity  *Long-lived solutions Technologies  *Integrated with other  *Minimal/No Customization College technology plans  IT skills already in-house or readily available
  • 7. 7 RG Benefits for the End-User Provided by Outlook / Exchange  Up-to-date Technology  Easy access to training and  *Integration with MS Office Outlook communities  *Mobile device support  Users approve this change  *Outlook Web App for  User skill requirements are remote access reasonable and attainable  *Outlook 2011 for MACs through training and practice; no hiring req’d  Enables Windows 7, 8  *Users will experience no or  *Satisfy or exceed end-user minimal workload change requirements
  • 8. 8 RG What about the Cloud?  Student email already in the Cloud  42,000 students using live@edu in the Microsoft Cloud  College experience with Microsoft student email – positive !  Live@edu scheduled to become Office 365 for Students  What about the email for employees?  Will IT and Users be better off with or without the Cloud?
  • 9. 9 RG Benefits for IT Provided by the Office 365 Cloud  *24/7/365 operations  *No customization needed  *99.9% availability  Integrated with MS Office  World-Class datacenter(s)  *Integrated with all of O365  Infrastructure redundancy  Integrated with Office 365  Storage as a service for students  Performance as a service  Integrated with Microsoft  Backup and recovery core roadmap  Patch management  *Cost is reasonable or  Release management better  *System Development
  • 10. 10 RG Benefits for End-Users Provided by the Office 365 Cloud  *More storage - 25GB  Legal Hold (available, fee)  Unlimited Archive (available, fee)  Faculty and Students both using Office 365  Future integration with SharePoint Online and Lync Online  End-User experience - equal or better
  • 11. 11 RG Project Cost Analysis Cost Cost Recovery  Novell licenses - $70K / yr  Consulting:  original - $75K  Infrastructure freed up  Servers - $30K/yr  add’l migration - $56K  Storage - $20K/yr  Quest Assistance - $17K  Backup - $10K/yr  Quest Migration Tool - $35K  Other – $10K/yr  Total - $183K  Network Admin - $ ???  Total - $140K  Cost Recovery in 1.25 yrs
  • 12. 12 RG Project Schedule --9 months  Jan - Contracts with Bell TechLogix, Quest and Microsoft  Feb – May  Active Directory Preparation, Provision O365, load email accounts to O365; virtualize the GW client ; rollout Outlook 2010; user training and practice with Outlook & OWA  June – migrate data from GW to O365; go live 06/30 !  July to Sep – additional time required to migrate data  Oct 1st week – final migrations of the latest GW data  Oct 2nd week – prepare for cut-over & end user support  Oct 3rd week – cut-over; weekend of Oct 20
  • 13. 13 RG Project Components  Active Directory Tune-Up  Migrate email  Provision Office 365  6 months current  Establish email accounts  3 years archived  Project Communications  Migrate calendars  Announcements, Portal Page  Migrate contacts  Train Users  Migrate document files  In Classroom, Tutorials  User practice in advance  Migrate distribution lists  Final Migrations  Migrate rooms, etc.  Cut-Over to O365  Migrate resource accounts  Support Users  Migrate permissions
  • 14. 14 RG Unexpected Migration Problems  Migration Tool from Quest (not fully ready for Office 365)  Data movement to the Office 365 Cloud was slow  1.25 GB/hour at best; throttled by Microsoft  20 migration servers, 2400 hours runtime for migrations  Migration Errors  Calendar - recurring meetings did not migrate  Permissions - did not migrate  Unpredictable - partial migrations per user  Error report unreadable; causing selective re-runs
  • 15. 15 RG Surprises about Office 365  Sync from Active Directory to Office 365 – once every 4 hrs  Global Address List (GAL)  Office 365 updates and distributes the GAL once every 24 hours  Deleting Accounts  Office 365 enables deleted accounts to be recovered for 30 days  When an account is to be deleted, must petition MS to force an actual delete
  • 16. 16 RG More Surprises  Search and Destroy – took over 20 hours to run a script across the Office 365 cloud to find and purge an email  Desktops that are not all at the same release, patch and registry level – act differently  Sent / deleted email saved in wrong account unless patched  Save and Send – works under Win 7, not under XP  College infrastructure needs to be ―ready‖  Not quite like web browsing; email more interactive  Bandwidth, PCs, MACs, network, wireless, AD, email admin
  • 17. 17 RG Still More Surprises  Large mailings can’t go out through Office 365  Limit of 1500 emails per 24 hrs per sender  Need an in-house email server to relay the large mailings  Existing Fax Server was not compatible with Office 365  New Microsoft –endorsed fax server being purchased (RightFax)  Anti-Spam service in Office 365  Experiencing more spam, especially phishing  May have to upgrade to the ―preferred‖ service (fee)
  • 18. 18 RG And Even More Surprises  Large data moves (cut/copy/paste) can take hours  Example: moving 1000 contacts to a different folder  Cloud can take as long as overnight to complete  End-Users with Outlook at Home  Home PC does not have same patches / registry as office PC  Outlook may act differently at home
  • 19. 19 JR The Best Surprise Users very happy with new email system— minimal complaints!
  • 20. 20 JR Mobile Device Support  Microsoft ActiveSync  Developed online consent form for end-user sign-up  Email, Calendar and Contacts  Apple (154 current users), Android and Windows next  Communication to Mobile Device from the Office 365 Cloud  Wi-Fi and cellular communication channels  Working fine, on and off-campus
  • 21. 21 JR Fee-based add-on services  Legal Hold  Used to support HR and litigation activities  Prevents actual deletion of email  Undetectable by end-user  $4.50 per month per email account  Unlimited Archive  Used for departmental accounts with large histories  Accounting, Procurement  $4.50 per month per email account
  • 22. 22 JR Now Live on Office 365  Live on Office 365 since Oct 20 (~ 3 months)  No outages or major system-wide disruptions  One (1) email delivery slow-down lasting 4 hours
  • 23. 23 RG Microsoft vs Quest  Microsoft Outlook / Exchange technology – no problems  Microsoft Office 365 Cloud technology – no problems  Surprises associated with the Microsoft Office 365 Cloud  Appeared to be problems at first  OK after we made the appropriate adjustments!!!  Data Migration using Quest Technologies – problems
  • 24. 24 RG If we could do it all again….  Reduce the migration task:  Migrate less history – we brought over 3 years  Migrate fewer accounts – purge before migrating  ―Zero-Impact Migration Service‖ from Dell & Quest  They will remote in and perform the migration for you  Cloud-based migration service - no installation tasks  Quest ―Co-Existence‖ Tool  enables cut-over in phases (by department, campus, etc)
  • 25. 25 RG Using Ellucian Colleague as the Office 365 ―system of record‖ to manage Active Directory and Office 365 Accounts Active Directory Employee Data from Ellucian Colleague
  • 26. 26 RG Using Ellucian Colleague  Employee data extracted from Colleague  Used to update Active Directory every day  AD automatically sync’s to Office 365  Using Colleague data for:  New hires, separations, retirements  To automatically populate the Dynamic Distribution Lists  Annual purge of email accounts
  • 27. 27 RG 27
  • 28. 28 RG Security Improvements  No email accounts  For Student Employees, Contractors, Volunteers and  Credit/ ConEd Adjuncts ―off-the-payroll‖ 18 months or more  Deletion of email after 3 years  Automatic deletion on a rolling 3 year schedule  Restrictions on Distribution Lists  DLs have a moderator and use is limited to selected employees  Auto-Forwarding to other Email Systems – blocked
  • 29. 29 RG Office 365 Academic Plan A2 More features in current release  We implemented:  Also available in Plan A2  Exchange plan 1  SharePoint Plan 1  Lync Plan 1  Subscribed to 5 licenses of  Office Web Apps Exchange Plan 2 to get  Legal Hold  Can assign the 5 licenses to any 5 email accounts
  • 30. 30 30 RG
  • 31. 31 RG Next Release of Office 365 New Features New Features  Office on Demand - stream  Work across Time Zones Office to end-points  Data governance / protection  Site Mailboxes – docs and policies in SharePoint email sync’d to SharePoint  Lync Meeting – HD video, VOIP, IM, desktop &  Data Loss Prevention doc sharing using the  eDiscovery Center browser-based Lync web  Context tracking - what app people are working on  More details here…  www.microsoft.com/office/pre view/en/office-365-enterprise
  • 32. 32 JR Our Conclusion  Good Decisions  Replace GroupWise with Outlook / Exchange  Office 365 in the Cloud  Users like it, IT likes it  IT looking for additional Cloud opportunities
  • 33. 33 JR Your Questions, Observations, etc. Thank you jrossmeier@pgcc.edu rgould@pgcc.edu