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 Identity Windows 10 Office 365 ProPlus Mobile Device Information

Optimum network Synchronized and secured
configuration for M365 with strong authentication
Cloud Services for user accounts and
protection for admin
accounts
Enterprise
• Computers upgraded to
W10 Enterprise and new
devices are W10 Enterprise.
•Microsoft Office users are
able to upgrade to M365
Apps for Enterprise
Management Protection
•Your devices can be •M365 information
enrolled and managed 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 SharePoint Exchange Migration

Teams Online & Online
OneDrive

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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 Additional SharePoint Resources
https://docs.microsoft.com/sharepoint/safeguardi
• Identity and device access policies ng-your-data
• SharePoint access policies 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 Microsoft 365 Reports in the admin center
• 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.

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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 • Security in Exchange Online, review the following resources:
• Migrate Exchange Server public folders to M365 Groups a. Permissions in Exchange Online
• Collaboration in Exchange Online b. Security and compliance for Exchange Online
• Recipients in Exchange Online c. Anti-spam and anti-malware protection
• Outlook for iOS and Android • Exchange Online mailbox management:
a. Create user mailboxes in Exchange Online
4. Network Readiness - Link
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.

Microsoft 365 Reports in the admin center

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.
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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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