Deployment Guide for Enterprises

[Pages:194]Deployment Guide for Enterprises

Published: June 2011 Updated: September 2011

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Microsoft Office 365 Deployment Guide for Enterprises | September 2011

Table of Contents

1 Introduction ............................................................................................................................. 8 1.1 About Office 365 for Enterprises................................................................................................................8 1.2 How to Read This Guide................................................................................................................................8 1.3 Assumed Knowledge ...................................................................................................................................... 9 1.4 Document Scope and Limits ..................................................................................................................... 10 1.5 Feedback .......................................................................................................................................................... 11

2 Deployment Overview .......................................................................................................... 12 2.1 Deployment Phases...................................................................................................................................... 12 2.2 Sample Deployment Schedule ................................................................................................................. 13 2.2.1 Deployment Checkpoints................................................................................................................... 13 2.3 Customer Responsibilities.......................................................................................................................... 13 2.4 Microsoft Online Services Portal ............................................................................................................. 15 2.5 Administration Roles.................................................................................................................................... 16 2.5.1 Partner Delegated Administrators .................................................................................................. 17 2.6 Deployment Project Support .................................................................................................................... 17 2.7 Key Pre-deployment Considerations ..................................................................................................... 18 2.7.1 License Validation ................................................................................................................................. 18 2.7.2 Roles-Based Security and Administration.................................................................................... 18 2.7.3 Deployment Impacts to Customer Organization ...................................................................... 19 2.7.4 Assessing Service Features and Organizational Requirements ........................................... 19 2.7.5 Application Integration and Supported Interfaces................................................................... 20 2.7.6 Migration Groups .................................................................................................................................. 20

3 Plan Phase .............................................................................................................................. 22 3.1 Key Activities Summary............................................................................................................................... 22 3.2 Kickoff Meeting.............................................................................................................................................. 23 3.3 Customer Environment Discovery .......................................................................................................... 23 3.3.1 Office 365 Deployment Readiness Tool ....................................................................................... 24

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3.3.2 Microsoft Assessment and Planning Toolkit............................................................................... 25 3.4 Pilot Deployment .......................................................................................................................................... 25 3.5 Key Planning Considerations .................................................................................................................... 26

3.5.1 Long Lead Time Items ......................................................................................................................... 26 3.5.2 Client Hardware and Software Requirements ............................................................................ 26 3.5.3 Migration Support for Existing Mail Environments .................................................................. 27 3.6 Networking and Naming Services Planning ....................................................................................... 27 3.6.1 Adding a Domain .................................................................................................................................. 28 3.6.2 External DNS Records.......................................................................................................................... 28 3.6.3 Third-Party SSL Certificates ............................................................................................................... 30 3.6.4 Ports and Protocols .............................................................................................................................. 33 3.6.5 Firewall Considerations ....................................................................................................................... 34 3.6.6 WAN Accelerators ................................................................................................................................. 34 3.6.7 Hardware and Software Load Balancing Devices...................................................................... 34 3.6.8 Internet Bandwidth Planning ............................................................................................................ 34 3.7 User Identity and Account Provisioning Planning ............................................................................ 38 3.7.1 Adding and Provisioning User Accounts...................................................................................... 38 3.7.2 User License Activation ....................................................................................................................... 39 3.7.3 Active Directory Synchronization .................................................................................................... 39 3.7.4 Single Sign-On ....................................................................................................................................... 41 3.7.5 Directory Synchronization Tool ....................................................................................................... 49 3.8 Exchange Online Planning ......................................................................................................................... 52 3.8.1 Email Coexistence ................................................................................................................................. 53 3.8.2 Email Migration...................................................................................................................................... 61 3.8.3 Certificates ............................................................................................................................................... 65 3.8.4 Bandwidth ................................................................................................................................................ 65 3.8.5 Public Folders.......................................................................................................................................... 66 3.8.6 Email Client Software ........................................................................................................................... 66 3.8.7 Mobile Devices....................................................................................................................................... 67

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3.8.8 Mail-Enabled Applications................................................................................................................. 68 3.8.9 Service Limits .......................................................................................................................................... 68 3.8.10 Exchange Online Administration ................................................................................................ 69 3.8.11 Application Interoperability .......................................................................................................... 77 3.8.12 Security ................................................................................................................................................. 79 3.8.13 Unified Messaging Services .......................................................................................................... 83 3.8.14 Contacts and Distribution Groups.............................................................................................. 86 3.8.15 Calendar Sharing............................................................................................................................... 88 3.8.16 Conference Rooms and Resource Mailboxes ........................................................................ 89 3.9 SharePoint Online Planning ...................................................................................................................... 90 3.9.1 About SharePoint Online.................................................................................................................... 90 3.9.2 Available Features ................................................................................................................................. 92 3.9.3 Service Limitations ................................................................................................................................ 93 3.9.4 Capacity Planning.................................................................................................................................. 94 3.9.5 SharePoint Online Planning Guide ................................................................................................. 94 3.10 Lync Online Planning ........................................................................................................................... 95 3.10.1 Lync Domain Federation ................................................................................................................ 96 3.10.2 Federation Settings.......................................................................................................................... 97 3.10.3 Public IM Connectivity .................................................................................................................... 97 3.10.4 Lync Coexistence............................................................................................................................... 97 3.10.5 Client Requirements and Limitations ........................................................................................ 98 3.11 Client and End-User Experience ...................................................................................................... 99 3.11.1 Rich Experience Clients................................................................................................................... 99 3.11.2 Web Experience Clients................................................................................................................103 3.11.3 Web Conferencing ......................................................................................................................... 105 3.11.4 Browser Issues with Extended Protection for Authentication........................................105 3.11.5 Mobile Devices ................................................................................................................................ 105 4 Prepare Phase ...................................................................................................................... 107 4.1 Key Activities Summary.............................................................................................................................107

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4.2 Network and Naming Services Tasks .................................................................................................. 108 4.2.1 Add Domain and Verify Ownership ............................................................................................. 109 4.2.2 Change DNS Records at Domain Registrar ............................................................................... 109 4.2.3 Create Autodiscover and Sender Policy Framework Records ............................................ 111 4.2.4 Create Autodiscover Record ........................................................................................................... 112 4.2.5 Create Internal Autodiscover Record...........................................................................................113

4.3 User Identity and Account Provisioning Tasks.................................................................................114 4.3.1 Update Schema for Exchange Hybrid Deployment ............................................................... 114 4.3.2 Clean Up Active Directory ................................................................................................................ 115 4.3.3 Deploy Federation Server Farm ..................................................................................................... 117 4.3.4 Deploy Federation Proxy Server .................................................................................................... 131 4.3.5 Advanced Option: Deploy Federation Services with SQL Server ...................................... 139 4.3.6 Deploy Directory Synchronization ................................................................................................ 145

4.4 Implement Password Policies for Non-Federated Identities ...................................................... 151 4.5 Activate User Licenses ............................................................................................................................... 152 4.6 Exchange Online Preparation ................................................................................................................. 152

4.6.1 Deployment Pre-requisites..............................................................................................................152 4.6.2 Establish Email Coexistence.............................................................................................................153 4.6.3 Testing Exchange Online with Remote Connectivity Analyzer .......................................... 154 4.7 SharePoint Online Preparation .............................................................................................................. 155 4.7.1 Analysis of Existing SharePoint environment ........................................................................... 155 4.7.2 Preparing for Customizations.........................................................................................................155 4.7.3 Content Migration .............................................................................................................................. 156 4.8 Lync Online Preparation ........................................................................................................................... 157 4.8.1 Network Preparation for Conferencing ...................................................................................... 157 4.8.2 Enable and Disable Federation ...................................................................................................... 157 4.8.3 Enable Federation with Windows Live Messenger ................................................................. 158 4.9 Client and End-User Experience ............................................................................................................ 158 4.9.1 Rich Client Experience ....................................................................................................................... 159

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4.10 Create Migration Groups..................................................................................................................159 5 Migrate Phase...................................................................................................................... 161

5.1 Key Activities Summary.............................................................................................................................161 5.2 Send Final End User Communications ................................................................................................ 161 5.3 Migrate Mailboxes ...................................................................................................................................... 162 5.4 Change MX Record..................................................................................................................................... 162 5.5 Set Up Mobile Phones and Devices ..................................................................................................... 162

5.5.1 ActiveSync Devices ............................................................................................................................. 162 5.6 Perform Post-migration Service Testing ............................................................................................ 164 6 Feature Enablement ............................................................................................................ 165 7 Appendix A: Key Deployment Resources ......................................................................... 167 8 Appendix B: Deployment Planning Template .................................................................. 168 9 Appendix C: Customer Deployment Checkpoints............................................................ 170 9.1 Office 365 Deployment Entrance Requirements ............................................................................. 170 9.2 Checkpoint 1: Planning Complete ........................................................................................................ 170 9.3 Checkpoint 2: Preparation Complete .................................................................................................. 171 9.4 Checkpoint 3: Migration Complete ...................................................................................................... 171 10 Appendix D: Key Deployment URLS, Ports, and IP Addresses.................................... 172 10.1 URLs..........................................................................................................................................................172 10.2 IP Address Ranges .............................................................................................................................. 173 10.3 Required Ports......................................................................................................................................173 11 Appendix E: Exchange Hybrid Deployment Domain and Host Names Worksheet .. 175 12 Appendix F: Directory Object Preparation.................................................................... 177 13 Appendix G: Sample Email Migration End User Communications ............................. 179 14 Appendix H: Post-deployment Services Test Plan ....................................................... 185 15 Appendix I: Glossary........................................................................................................ 189

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1 Introduction

The Microsoft Office 365 Deployment Guide for Enterprises is intended to help you understand the requirements and workflows for onboarding your organization to Microsoft Office 365 for enterprises.

1.1 About Office 365 for Enterprises

Microsoft Office 365 brings together cloud versions of our most trusted communications and collaboration products with the latest version of our Microsoft Office Professional Plus desktop suite. The Office 365 for enterprises solution includes the following cloud-based services:

Microsoft Exchange Online Microsoft SharePoint? Online Microsoft LyncTMOnline Microsoft Office Professional Plus Detailed information about these Office 365 service offerings is available in separate service description documents, which are available at the Microsoft Download Center. Information about Office 365 for enterprises subscription plans is available at the Office 365 plans page.

Note: Office 365 is replacing the Microsoft Business Productivity Online Standard Suite (BPOS), the first set of cloud-based business productivity offerings from Microsoft Online Services. Existing BPOS customers can visit the Microsoft Office 365 transition center for information about moving to Office 365 service offerings.

1.2 How to Read This Guide

This document presents the deployment process for Office 365 in a way that explains both important deployment concepts and detailed deployment procedures. It is also intentionally organized into the sections that provide specific types of information for specific types of deployment personnel in your organization. Here is a quick overview of what you will find:

Deployment Overview section. This material provides the high-level look at the deployment and organizational requirements to deploy Office 365. It has valuable information for your IT decision-makers, program managers, and technical implementation leads.

Plan and Prepare sections. These sections describe the particular tasks and activities required to get ready and fully implement your Office 365 deployment. The tasks are generally presented in the order in which you address them during your deployment.

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