Whitepaper: AvePoint and Office 365 and CRM Online and Windows Intune Integration

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Whitepaper: AvePoint and Office 365 and CRM Online and Windows Intune Integration:

This Whitepaper is the finalist document from the last "European SharePoint Community Award 2012" and describe a complete cloud solution with combination of all relevant technologies.

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Whitepaper: AvePoint and Office 365 and CRM Online and Windows Intune Integration

  1. 1. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-NeshvaWhitepaper: Integration MicrosoftOffice 365, Microsoft Dynamics CRM2011 Online, Windows Intune V2 andSharePoint 2010Author: Michael Kirst-NeshvaANK Business Services UG (haftungsbeschraenkt)eMail: mkn@myoffice365.inANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 1
  2. 2. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva Inhalt1 Introduction ................................................................................................................................32 The Hybrid Cloud Solution ...........................................................................................................4 2.1 Core Implementation – Corporate Headquarter ..................................................................4 2.2 Sales Business Data with Microsoft Dynamics CRM 2011 Online ..........................................5 2.3 Collaboration, Connectivity and eMail with Microsoft Office 365 .........................................6 2.4 Centralized Management of Sales Stuff Notebooks ..............................................................73 Summary.....................................................................................................................................84 Product and Solution Listing ........................................................................................................9 4.1 Public Cloud Products ..........................................................................................................9 4.2 Private Cloud Products ........................................................................................................95 Personal Data ............................................................................................................................ 10PicturesPICTURE 1: LOCAL HYPER-V INTEGRATION WITH STORAGE AND SHAREPOINT 2010 ............................................................... 4PICTURE 2: CRM ONLINE, SHAREPOINT ONLINE, SHAREPOINT ON-PREMISES HYBRID CLOUD CONNECTIVITY ............................... 5PICTURE 3: COLLABORATION, EMAIL AND COMMUNICATION CONNECTIVITY ........................................................................ 6PICTURE 4: WINDOWS INTUNE V2 DESKTOP AND NOTEBOOK MANAGEMENT ...................................................................... 7PICTURE 5: HYBRID CLOUD CONNECTIVITY SOLUTION ..................................................................................................... 8ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 2
  3. 3. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva1 IntroductionTarget of the solution is a combination of different online and offline products as a “Hybrid CloudSolution”.The customer has got a company with worldwide offices and a corporate headquarters in Germany,Bavaria.Today, the customer doesn’t use SharePoint or CRM and is thinking about a new centralized solutionto share his internal know-ledge, business data and product content with all employees and externalpartners and resellers. The international sales team needs actual customer and partner data includeactual content from corporate headquarter. Also, the company want, that all customers, over 30worldwide resellers, have got all product and business information’s with secure and controlledaccess and just-in time. Additional, the customer needs control over the Notebooks of the sales staff.After two workshops with the customer, we defined some core products to implementing coretechnologies as a hybrid cloud solution.Following technologies and products are implementing in a time frame of four month with includingone of our partner.ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 3
  4. 4. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva2 The Hybrid Cloud Solution2.1 Core Implementation – Corporate HeadquarterTo be become control over accounts in a feature cloud solution, we are implementing a MicrosoftWindows 2008 R2 based Active Directory including AD FS2 (Active Directory Federation Service). Thenew AD helps the corporate to become control over all user accounts and support centralizedregistration requests of external partners and resellers with a SharePoint 2010 form based solution.All local servers are building on Microsoft Hyper-V based on Windows 2008 R2 with the new SystemCenter Virtual Machine Manager 2012. At this time, the roll-out is defined as a pilot, so when theproduct SCVMM 2012 is RTM, the project can go into a production release with the RTM version ofSCVMM 2012. But at this time, the physical hardware is built only on two servers as a Hyper-V clusterand supporting the new technologies and features from beginning of the project.Also, there are implementing two SharePoint 2010 Web Front End servers with Windows NetworkLoad Balancing (WNLB) and two SharePoint 2010 application servers, one server on every Hyper-VCluster Node. The database is built on Microsoft SQL 2008 R2 and additional storage is implementingwith the free DocAve Extender as a NAS based Remote Blob Storage (RBS) solution.The SharePoint farm has got more to do. It is built as a Backend for the planned Office 365connection as a local archive solution. With DocAve Administrator and DocAve Content Manager thecustomer has got the control over all data, on-premises on the local SharePoint farm also in theSharePoint Online solution based on Office 365. The archiving feature is integration with DocAveArchiver, a certified archiving solution for SharePoint 2010. User User Remote Sales Store Internet User Hyper-V Active / Active Cluster .BIN .VSV .XML .VHDON – Premises / Storage CSV private cloud with VHDPicture 1: local Hyper-V Integration with Storage and SharePoint 2010ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 4
  5. 5. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva2.2 Sales Business Data with Microsoft Dynamics CRM 2011 OnlineFor the sales staff, the customer deploys the online Microsoft CRM solution as externaloff-premises – public cloud integration.The customer doesn’t have a technical employee who can support a local based CRM solution withAD, Microsoft LiveID or AD FS2 integration. Also, to support all worldwide partners and resellers, thetechnical employee needs to know many different languages and must support the local installationin different languages at the same time.With the online solution, the customer doesn’t must to know anything about the technicalbackground of Microsoft CRM 2011 and can use all important features like it is a local installation. Ofcourse, the deployment of the new Microsoft Windows Phone 7 App “Mobile CRM” is ready androlled out the weeks.After Microsoft implementing the new features in CRM Online and SharePoint Online, we arestripped some business data from CRM Online in SharePoint Online and the local SharePoint. Thedocument folders with all product information’s are storing in SharePoint Online documentbibliotheca and the personal and business data of customers, resellers and partners are storing inlocal SharePoint libraries.The local information’s are a part of the local backup and archiving strategy with AvePoint productsand solutions and regard local legal regulations and data privacy requirements. Lync 2010 User User public cloud public cloud CRM Online and SharePoint 2010 content data connectivity Internet SharePoint 2010 management, content CRM Online and data and local archiving SharePoint 2010 with AvePoint business data connectivity User Lync 2010 Database User ON – Premises / private cloudPicture 2: CRM Online, SharePoint Online, SharePoint on-premises Hybrid Cloud ConnectivityANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 5
  6. 6. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva2.3 Collaboration, Connectivity and eMail with Microsoft Office 365As part of the solution was integrating the Microsoft public cloud solution Office 365 withcollaboration (SharePoint Online), centralized eMail (Exchange Online including archive option),employee and sales staff connectivity (Lync Online) and a centralized eMail Anti-Virus and Anti-SpamSolution (ForeFront for SharePoint Online and Forefront for Exchange Online)One off the biggest cost driven collaboration and eMail solution is the worldwide integration ofemployee, sales staff, partner and reseller into a standardized working and cooperation.We defined four different groups with four different license options: - Partner access with a “SharePoint Extranet Team Site” with dedicated information’s and content of products. - Reseller access with a different “SharePoint Extranet Team Site” and additional content plus the partner content. - Sales staff access with access to an internal “SharePoint Team Site” in SharePoint online and the business data stored in the local SharePoint. Additional access and licensing for Exchange online (OWA and Outlook) and Lync. - Employee access to all content from on-premises and off-premises content and business data based on his working role. One of the biggest SharePoint online benefits is for the internal users, that they don’t need additional licenses for the local SharePoint, because the Office 365 license is a mobility license and grant the access to local installed SharePoint farms, too. Policy Tag Retention Policy Anti- Lync 2010 O Spam User User Outlook O Mail-Enabled User User Outlook public cloud Remote Sales Store SharePoint Online, Exchange Online, Collaboration and eMail Lync Online and ForeFront protection Connectivity Internet O Outlook User Lync 2010 User ON – Premises / private cloudPicture 3: Collaboration, eMail and Communication ConnectivityANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 6
  7. 7. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva2.4 Centralized Management of Sales Stuff NotebooksTo manage and control the security settings on 48 notebooks from the sales stuff, we areimplementing additional the new cloud based management tool Windows Intune V2. After the rollout, the customer has got full control over the notebooks and can guarantee that the notebooks andstored data are secure. One of the policies is activating the Bitlocker function on a separate partitionwhere are business data stored and other security settings like ForeFront Endpoint Protection anddifferent firewall rules. Another policy deploy the Office 365 software and configuration tools, alsothe Office Professional 2010 Plus software.An additional customer Intune account is generated to control some worldwide factory stores andhis sales machines and POS systems with different software and security settings. Some of the POSsystems are working as kiosk systems for product presentations. User User Windows Intune public cloud Remote Sales Store Desktop and Notebook Management Internet User ON – Premises / private cloudPicture 4: Windows Intune V2 Desktop and Notebook ManagementANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 7
  8. 8. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva3 SummaryWith a view to all single steps as a big picture viewing, the mid-size company has got now a real greatenterprise integration of worldwide connectivity of IT and people. Policy Tag Retention Policy Anti- Spam O O Lync 2010 Mail-Enabled User User Outlook Outlook User User public cloud Remote Sales Store SharePoint Online, Exchange Online, Lync Online and ForeFront protection Internet public cloud O Outlook Lync 2010 User User public cloud Windows Intune Hyper-V Desktop and Notebook Active / Active Cluster Management .BIN .VSV .XML .VHD ON – Premises / Storage CSV private cloud with VHDPicture 5: Hybrid Cloud Connectivity SolutionA global connectivity for people and business content. Real hybrid cloud solution with regardingsome legal restrictions but without the work makes it impossible.ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 8
  9. 9. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva4 Product and Solution Listing4.1 Public Cloud Products - Microsoft Office 365 o Exchange Online o Exchange Hosted Archiving o SharePoint Online o Lync Online o ForeFront for SharePoint o ForeFront for Exchange - Microsoft Dynamics CRM 2011 Online - Microsoft Windows Intune V24.2 Private Cloud Products - Microsoft SharePoint 2010 - Microsoft SQL 2008 R2 - Microsoft Windows 2008 R2 o Microsoft Hyper-V - Microsoft System Center Virtual Machine Manager 2012 - AvePoint products: o DocAve Extender (free) o DocAve Administrator o DocAve Archiver o DocAve Vault o DocAve Backup and Restore o DocAve Content ManagerANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 9
  10. 10. Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010Michael Kirst-Neshva5 Personal DataMichael Kirst-NeshvaIT Senior Infrastructure Architect for Microsoft based cloud computing solutions.Michael works since 1994 with Microsoft technologies and began 1996 as Software Trainer nearFrankfurt / Main. After some months, he registers himself as Microsoft Partner and earns thecertification as Microsoft Certified Trainer. In the next years, he works as external consultant andtrainer with focus on the infrastructure and management products Microsoft System Center,Microsoft Operations Manager, Microsoft SQL, Microsoft Exchange and Microsoft Active Directory.Since 2006 Michael is working as external consultant on-site a German telecommunication companywith over 120.000 seats and designed, planned and deployed many enterprise infrastructures insidethe customers company or at customers of the company. He writes Blueprints and architecturedocuments for hybrid cloud solutions like one of the worldwide biggest SharePoint hybrid cloudsintegration or other infrastructure cloud solutions. Also he designed an international Multi-TenancySharePoint 2010 with centralized and standardized central SharePoint Enterprise Farm conceptbased on different business units and cost numbers for internal usage by SharePoint license features.Michael founded the first Office 365 UserGroup in Germany at the TechEd 2010 in Berlin.http://blog.ugoffice365.msSince the official start of Office 365, he supports the community with his knowledge in the Office 365online community and is speaker on different SharePoint and Cloud conferences in Germany.ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 10

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