Eyal Doron senior technical support Office 365 Israel 2 Part 1 What should I know before I jump into the deep water Office 365 Subscription plans Office 365 Trail account Office 365 what should I know before I move to the cloud ID: 597514
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Slide1
Migration to Office 365
Eyal Doron -
senior technical support – Office 365 Israel Slide2
2
Part 1
What should I know before I jump into the deep water
?
Office 365 - Subscription plans
Office 365 – Trail
account
Office 365 – what should I know before I move to the cloud
?Migration to the cloud - General concepts
AGENDASlide3
3
Part 2
Cutover Exchange Migration (CEM)
Hybrid migration
IMAP Migration
Staged
Exchange Migration (SEM
)
Tools, tips
AGENDASlide4
Set expectation
The purpose is to
present
obstacles\issues that could can cause unpleasant
experience to Partner\customer that want to move to the cloud 4Slide5
Set expectation |Mail Migration
The purpose is to provide high level presentation about the optional migration path, the different charters of each of the migration
options by choosing the “right” migration option base on the business scenario.
The presentation is not intended to be “How to“ presentation.
To be able to “know” how to implement the migration process its recommended to have “hands-on experience”
5Slide6
Moving to the cloud!
There could be many “hold ups”
that could
delay the processPartners point of view: unfamiliar area,
un know Territory, Job security etc Customer point of view: data privacy, data safety, costs, new interfaces, products, technologies
6Slide7
Common goal
You ( Microsoft partners), we ( Microsoft) and the customer have few
common
goals: Happy
and satisfied customer Improvement and optimization of business process
7Slide8
Easy and simple ?
Yes, but…..
If you understand the formula
8
Training\education
=
Hands on experience
+
Easy and simpleSlide9
The three building block for success
9
Know to difference between the Subscription plans
Know to difference between the Migration options
Know the deferent option\tools and technology that you can use and how to use themSlide10
Office 365 - Subscription plansSlide11
Office 365 - Subscription plans
Office 365 portal: Mix and match, modular license plans
11Slide12
Office 365 - Subscription plans | information
Office 365 - comparing P, M and E plans
12Slide13
Office 365 - Subscription plans | information
Office 365 service comparison
13Slide14
Office 365 - Subscription plans | information
Office 365 Service Descriptions
14Slide15
Office 365 - Subscription plans
| less is more ?
Each of the subscription plans offer different products, technology, options etc.
Many time the basic assumption
is that Best interests of the client\customer is to guide him to Purchase to most “low price” subscription plan.
15Slide16
Office 365
– Trail accountSlide17
Office 365 – Trail account
Compare Office 365 for business
plans
http://
office.microsoft.com/en-us/business/compare-office-365-for-business-plans-FX102918419.aspx
17Slide18
Office 365 – Trail account
Microsoft Office demos
https
://www.microsoftofficedemos.com
/18Slide19
Office 365
– what should I know before I move to the cloud ? Slide20
Office 365 – what should I know before I move to the cloud ?
Client desktop
Desktop OS
Desktop hardware
Desktop Software updates Outlook version
20Slide21
Office 365 – what should I know before I move to the cloud ?
Office 365 mail infrastructure
Mail Flow
Deleted mail item policy
21Slide22
Migration to the cloud
General concepts Slide23
Migration ?
Most of the time when we mention the term “migration” we relate to the organization
mail infrastructure
.
The mail infrastructure could be:Exchange On-Premises mail infrastructure. POP3\IMAP4 mail infrastructure
23Slide24
Migration ?
SharePoint migration
In the current time, there is
no built-in tools for SharePoint Online migration to Office 365.
24Slide25
Migration ?
When we describe mail infrastructure migration we relate to:
Directory objects: Users, groups and contacts
Mailbox content
25Slide26
Multiple Identities
When a customer join Office 365 services, each of the users will have
two
Identities: On-Premises Active directory
identity. “Cloud” identity ( AD Azure user account).
26Slide27
Identity management and directory objects
The subject of Identity management and directory
objects relate to two realms:
Migration to the cloud
Day to day directory management
27Slide28
Migration to the cloud different scenarios
Office 365 offers a verity of methods and tolls that was designed to provide a proper solution for different type of organizations and different scenarios.
28Slide29
on-Premises mail
infrastructure | Users and mailboxes
29Slide30
Mail migration |Best practice methods
30
SOHO\SMB Organization
Mid\Large organization
Coexistence
Cloud only
Cutover Migration
Hybrid Migratio
n
Co existence
KIS = Keep is simple
Slide31
Scenario 1: Non existing mail infrastructure
The charter for this scenario is: a small organization that didn't have a mail
infrastructure and,
most of the time doesn't use Domain
and Active Directory infrastructure. In this scenario, the “new user's account” will be created in the AD Azure and, a mailbox will be assigned to each of these users. The user management standard operation such as:
reset user password, update user details and son on, will be implemented by using the Office 365 management portal.
31Slide32
Scenario 2: Existing
mail infrastructure
Under the classification of:” Existing mail infrastructure” we can classify two types of mail infrastructures:
Hosted\External mail
infrastructure. on-Premises mail infrastructure.
32Slide33
Hosted\External mail infrastructure.
The charter for this scenario is: An SMB organization ( most of the times) that use an external mail service.
The Hosted\External mail services could be also classified into two types of categories:
Exchange based Hosted\External mail services.
External “Internet” mail services (POP3\IMAP4\SMTP).
33Slide34
Hosted\External mail infrastructure.
When relating to Other Hosted\External mail services (POP3\IMAP4\SMTP), we can migrate (copy) the content of the mailboxes to Office 365 mail infrastructure but we will have to create a “user account” for each of the users whom their mailboxes will be migrated to the cloud.
When relating to a scenario of: migrating from Exchange based Hosted\External mail services, the basic assumption is that we can also import the “user account” to the AD azure directory additionally to the process of migrating the mailbox content.
34Slide35
on-Premises mail infrastructure
In a scenario of: on-Premises mail infrastructure the assumption is that the existing mail infrastructure is based on Exchange on-Premises. ( in case that the organization uses other products the charters are very similar or identical to the scenario of: External “Internet” mail infrastructure).
35Slide36
on-Premises mail infrastructure | Users and mailboxes
In a
on-Premises mail infrastructure
migration there are couple of optional scenarios that relate to the subject of Users and
mailboxes:
36Slide37
Migration option decision factors
37
37
|
Microsoft Confidential
DEPLOYMENT PLAN
Migration solution is part of the plan
Source
server
Exchange
IMAP
Lotus Notes
Google
Size
Large
Medium
Small
Identity management
On-premises
Single
sign-on
On-cloud
Provisioning
DirSync
Manual/Bulk Provisioning
Automatic Provisioning
Coexistence
requirement
Simple
RichSlide38
Migration to Office 365
38Slide39
Migration type characters
39Slide40
Migration to Office 365 - Pre requirements for Exchange On-Premises
server
40Slide41
IMAP migration
Cutover migration
Staged migration
2010 hybrid
2013 hybrid
Exchange 5.5
Exchange 2000
Exchange 2003
Exchange
2007
Exchange
2010
Exchange
2013
Notes/Domino
GroupWise
Other
*Additional
options available with tools from migration partners
Summary
of migration options*
Simple migrations
Hybrid
IMAP
migration
Supports wide range of email platforms
Email only (no calendar, contacts, or tasks)
Cutover Exchange
migration
(CEM)
Good for fast, cutover migrations
No
migration tool or computer required
on-premises
Staged Exchange
migration (SEM)
No migration tool or computer required on-premises
Requires Directory Synchronization
with on-premises AD
Hybrid
deployment
Manage users on-premises and online
Enables cross-premises calendaring, smooth migration, and easy off-boarding
41Slide42
CUTOVEREXCHANGE
MIGRATIONS
(CEM)Slide43
Cutover migration – Features and Benefits
Simple and quick migration solution
High-fidelity solution – all mailbox content is migrated.
Typically best suited to small and medium organizations.
Users are provisioned automatically during migration.Works with Exchange 2003 and newerWorks with on-premises or hosted Exchange systems
Identity management in the cloud (at least initially)On-premises migration Tools is not required ( the migration tool is included in the Exchange Online management interface)
43Slide44
CEM – Requirements and Limitations
Up to
1000
mailboxes
in source systemOutlook Anywhere
service on source system – Exchange On-Premises server (must have SSL certificate issued by a public CA)Migration Account with Full Access or Receive-As permissions to all mailboxes that will be migrated
Directory Sync tool disabled in O365 tenantSMTP
domains configured in O365 tenant44Slide45
CEM accounts and passwords
Accounts provisioning
Migration tool
creates users, mailboxes, DLs and contactsMigration enables replies to migrated messages
(i.e. provision process brings over the Legacy DNs)PasswordsNo access to passwords from source directoryNew passwords
created for all users A link to download passwords is sent to adminUsers must change password on their first login
45Slide46
CEM – Data Migration Scope
46
Migrated
Mail
messages
and folders
Rules and categories
Calendar (normal, recurring)
Out-of-Office settingsContactsTasks
Delegates and folder permsOutlook settings (e.g. favorites)
Not Migrated
Security
Groups,
DDLs
System mailboxes
Dumpster
Send-As Permissions
Messages
larger than
25 MBSlide47
CEM – Data Migration Scope
Partial
migrations are not possible (folder exclusion, time range)
Mailboxes
enabled for Unified Messaging cannot be migratedExisting cached-mode files (OST files) cannot be preserved
47Slide48
CEM – User Experience
Admin needs to
distribute new passwords
to users
Users create their new Outlook profile using O365 username and new passwords (Autodiscover)
All mail is downloaded from the Office 365 mailbox (i.e. the OST file must be recreated)
48Slide49
49
Migration
Tool
launched from
Exchange Admin Center (EAC)
In EAC, select
recipients | migration
Start migration wizard
Choose migration type and follow promptsSlide50
Wizard:
Enter server settings and admin
creds
Delta
sync
every 24 hours
Mark migration as complete
Change MX
record
C
EM – Migration Flow
50
Initial
sync
Final
sync and cleanup
License users
Configure Outlook Anywhere
Test using
ExRCA
Assign migration
perms
Migration
tool
provisions
users mailboxes
DLs
contacts
in O365Slide51
Cutover migration | Migration process
51Slide52
Cutover migration | Mail Flow
52Slide53
Cutover migration | Mail Flow
53Slide54
Cutover migration - Related links
Migrate All Mailboxes to Exchange Online with a Cutover
Migration
Exchange Cutover
Migration
From the MVPs: Exchange 2007 cutover migration to the NEW Office 365
Video linksIgnite Webcast - Cutover and Staged Migrations
Exchange Online: Migrating Mailboxes to Office 365
Migrating Email to Office 36554Slide55
STAGEDEXCHANGE
MIGRATIONS
(SEM)Slide56
SEM – Features and Benefits
Simple and flexible
migration solution
High-fidelity
solution – all mailbox content is migratedTypically best suited to medium and large
organizationsUsers are provisioned with Directory Sync prior to migration
No limit on the number of mailboxesUsers can be migrated in batches (up to
1000 per batch)Works with Exchange 2003 and 2007
only, on-premises or hostedIdentity management on-premisesOn-premises migration tool is not required56Slide57
SEM – Requirements and Limitations
Outlook
Anywhere
service on source system(must have SSL certificate issued by a public
CA)Migration Account with Full Access or Receive-As permissions to all mailboxes that will be migratedDirectory Sync
tool enabled in O365 tenantSMTP domain(s) configured in O365 tenantSEM
is not supported with Exchange 2010 and
2013Only simple coexistence is available(no sharing of free/busy, calendar, etc.)57Slide58
SEM - deployment
Uses Directory Synchronization for GAL synchronization
Enabler for mail routing between on-premises and Office 365 using a shared
DNS namespaceProvides a unified GAL experience
Can be used with cloud identities or federated identitiesDoes not require an on-premises Hybrid server58Slide59
SEM accounts and passwords
Accounts provisioning
Migration tool relies on DirSync to do provisioning
For every on-premises mailbox to be migrated there needs to be a MEU or Mailbox in Office 365
PasswordsThe DirSync include the ability to sync On-Premises AD users password to the cloud ( this feature is optional not mandatory)
59Slide60
SEM – Data Migration Scope
60
Migrated
Mail
messages
and folders
Rules and categories
Calendar (normal, recurring)Out-of-Office settings
ContactsTasksDelegates and folder permsOutlook settings (e.g. favorites)Not MigratedSecurity Groups, DDLs
System mailboxesDumpster
Send-As PermissionsMessages
larger than 25 MBSlide61
SEM – Data Migration Scope
Partial
migrations are not possible (folder exclusion, time range)
Mailboxes
enabled for Unified Messaging cannot be migratedExisting cached-mode files (OST files) cannot be preserved
61Slide62
SEM batch file format
CSV format
Email address, password, force change password
One user per lineMax of 1000 users in each CSV Smart-check against the Office 365 directory
62Slide63
SEM – User Experience
Admin needs to
distribute new passwords
to users
Users create their new Outlook profile using O365 username and new passwords (AutoDiscover)
All mail is downloaded from the Office 365 mailbox (i.e. the OST file must be recreated)
63Slide64
Configure Directory
Sync
Wizard:
Enter server settings and admin
creds
Mark migration as complete
Change MX
record
S
EM – Migration Flow
64
Initial
Sync
Final
sync and cleanup
License users
Configure Outlook Anywhere
Test using
ExRCA
Assign migration
permsSlide65
Convert mailboxes after a SEM
Convert Exchange 2003 mailboxes to mail-enabled users after a staged Exchange migration
Convert Exchange 2007 mailboxes to mail-enabled users after a staged Exchange migration
65Slide66
DirSync’s role in migrations:
Enables coexistence
Provisions objects in Office 365 with same email addresses as the objects in the
on-premises environment
Provides a unified Global Address List experience between on-premises and Office 365Objects hidden from the GAL on-premises are also hidden from the GAL in Office 365Enables coexistence for Exchange
Works in both simple and hybrid deployment scenariosEnabler for mail routing between on-premises and Office 365 with a shared domain namespace
66Slide67
Stage migration | Migration process
67Slide68
Stage migration | Migration process
68Slide69
Stage migration | Migration process
69Slide70
Stage migration - Related links
Staged Exchange
Migration
Migrate Mailboxes to Exchange Online with a Staged
Migration
Manage Migration Batches in Exchange OnlineVideo links
Ignite Webcast - Cutover and Staged Migrations
Exchange Online: Migrating Mailboxes to Office 365
Migrating Email to Office 36570Slide71
HybridSlide72
Hybrid – Overview
Suitable for mid\large organization that need to test\try\get
familer
with the Office 365 mail infrastructure
72Slide73
Hybrid infrastructure – Logical wrapper
73Slide74
Hybrid Deployment Features
Secure
mail routing
between on-premises and Exchange Online organizations.Mail routing with a shared domain namespace.
A unified global address list, also called a “shared address book”.Free/busy and calendar sharing between on-premises and Exchange Online organizations.Centralized control of outbound mail flow
A single Outlook Web App URL for both the on-premises and Exchange Online organizations.
74Slide75
Hybrid Deployment Features
Move
existing on-premises mailboxes to the Exchange Online organization.Centralized mailbox management using the on-premises Exchange Management Console
Message tracking, MailTips, and multi-mailbox search between on-premises and Exchange Online organizations.Cloud-based message archiving for on-premises Exchange mailboxes
75Slide76
Exchange Server Deployment Assistant
Exchange Server Deployment
Assistant
76Slide77
How do I Decide
Exchange Deployment Options
Whitepaper
Office 365 for Enterprise Service DescriptionsOffice 365 Advisor Microsoft Office 365 Deployment Readiness
ToolMicrosoft Office 365 Deployment Guide for Enterprises Microsoft Confidential
77Slide78
Hybrid – Components
Office 365
Hybrid server(s) - On Premises
Active Directory synchronizationADFS
Microsoft Federation GatewayTransportCertificatesHybrid Configuration Wizard
78Slide79
Office 365 and Hybrid server(s) - On Premises
Office 365 for enterprises
Microsoft Exchange 2010
SP3 or later Mailbox, Client Access, and Hub Transport server roles
Windows Server 2003 forest functional mode or higher79Slide80
Microsoft Federation Gateway
Identity service that runs over the Internet
Uses SSL certificates and proof of domain ownership
Establish trust relationships with multiple partners O365 Tenant automatically creates Federation Trust
80
Create
Auto
Org RelationshipSlide81
Hybrid Configuration Wizard
Guides End-to-End process for Hybrid Deployment
Replaces approximately 50 manual steps
Validate PermissionsVerify Prerequisites and TopologyCreates the
HybridConfiguration object in Active Directory Makes the configuration changes to create and enable the hybrid deployment81Slide82
Hybrid Configuration
Coexistence domain
Adds as accepted domain <domain>.mail.onmicrosoft.com
Adds as secondary proxy domain to any e-mail address policiesExchange federationCheck for an existing federation trust
Use Existing or Create a federation trustCreate and Configure organizational relationshipsEnable free/busy sharing, Outlook Web App redirection, message tracking, and MailTipsMailbox MovesEnable the Mailbox Replication Service (MRS) proxy
Mail flowConfigure On Premises Servers and FOPE for Mail Routing82Slide83
Hybrid infrastructure – Mail
Shared SMTP Namespaces
Secured and Authenticated Mail Flow
Channel PrivacyReceiver Authentication with Domain Validation
Sender AuthenticationEach organization treats the other one as an internal83Slide84
Hybrid infrastructure | Directory and Mailbox migration
84Slide85
Hybrid infrastructure – Mail flow
85Slide86
Mail routing: pre-coexistence
86
On-premises
Message
filtering
MX Record:
contoso.com
User Object
Mailbox-enabledProxyAddresses: SMTP: John.Doe@contoso.com
Exchange
Active DirectorySlide87
Mail routing: on-premises to Office 365
87
On-premises
Message
filtering
MX Record:
contoso.com
Exchange
Active Directory
Office 365
MX
Record:contoso.onmicrosoft.com
contoso.mail.onmicrosoft.com
Exchange Online Protection
Exchange Online
Online Directory
DirSync
DirSync
Web Service
Logon Enabled User
Mailbox-enabled
ProxyAddresses
:
SMTP:
John.Doe@contoso.com
smtp
: John.Doe@contoso.onmicrosoft.com
smtp
:
John.Doe@contoso.mail.onmicrosoft.com
User Object
Mail-enabled (not mailbox-enabled)
ProxyAddresses
:
SMTP: John.Doe@contoso.com
TargetAddresses
:
SMTP:
John.Doe@contoso.mail.onmicrosoft.comSlide88
Mail routing: Office
365 to on-premises
88
On-premises
Message
filtering
MX Record:
contoso.com
ExchangeActive Directory
Office 365
MX Record:
contoso.onmicrosoft.comcontoso.mail.onmicrosoft.com
Exchange Online Protection
Exchange Online
Online Directory
DirSync
DirSync
Web Service
Logon Enabled User
Mail-enabled (not mailbox-enabled)
ProxyAddresses
:
SMTP:
Jane.Doe@contoso.com
smtp
: Jane.Doe@contoso.onmicrosoft.com
smtp
:
Jane.Doe@contoso.mail.onmicrosoft.com
TargetAddresses
:
SMTP
:
Jane.Doe@contoso.com
User Object
Mailbox-enabled
ProxyAddresses
:
SMTP:
Jane.Doe@contoso.comSlide89
Hybrid infrastructure - Related links
Hybrid Configuration Wizard
Prerequisites
Hybrid Deployment Prerequisites
Checklist - Exchange 2003 and Office 365 Hybrid Deployment
Exchange Hybrid Deployment and Migration with Office 36589Slide90
IMAP MIGRATIONSSlide91
IMAP – Features and Benefits
Works with a
large number of source mail systems
Works with
on-premises or hosted systems
Users can be migrated in batchesOn-premises migration tool is not
required91Slide92
IMAP – Requirements and Limitations
On-premises migration tool is
not
required
Access to IMAP ports (TCP/143/993)Users
+ mailboxes must be provisioned prior to migrationBulk provisioning, CSV parser, manual, etc.
SMTP domains configured in O365 tenantGather user credentials or setup admin credentials
Prepare a CSV file with list of usersEmailAddress, UserName
, PasswordMax of 50,000 rowsMax 10 MB in size92Slide93
IMAP – Data Migration Scope
93
Migrated
Mail
messages
(
Inbox and other folders)Maximum of 500,000 items
Possible to exclude specific folders from migration(e.g. Deleted Items, Junk E-Mail
)Not MigratedContacts, Calendars, Tasks, etc.Excluded foldersFolders with a forward slash( / ) in the folder nameMessages larger than 25 MBSlide94
IMAP – Migration Flow
94
Delta
sync
every 24 hours
Mark migration as complete
Change MX
record
Gather IMAP
creds
and prepare CSV
Provision
users
+
mailboxes
in O365
(license assigned)
Wizard:
Enter server settings and upload CSV
Initial
sync
Final
sync and cleanupSlide95
Additional Resources
Outlook.com Help
Simple
Migrations
Compare Simple Migration Types
IMAP MigrationsCutover Exchange MigrationsStaged Exchange
MigrationsToolsExchange Remote Connectivity AnalyzerExchange Client Network Bandwidth CalculatorPST
CapturePowerShell Scripts
95Slide96
Recommended toolsSlide97
Hybrid – Requirements and Limitations
97Slide98
onramp
onramp
98Slide99
Microsoft Office Configuration Analyzer Tool 1.1
Microsoft Office Configuration Analyzer Tool 1.1
99Slide100
IdFix DirSync Error Remediation Tool
IdFix
DirSync Error Remediation Tool
100Slide101
Microsoft Remote Connectivity Analyzer
Microsoft Remote Connectivity Analyzer
101Slide102
Microsoft Exchange Server MAPI Editor
Microsoft Exchange Server MAPI Editor
102Slide103
Office 365 Network Analysis Tool
Office 365 Network Analysis Tool
103Slide104
Office 365 - Troubleshooting wizards
Office365 Outlook Connectivity Guided
Walkthrough
Mail
Flow Guided Walkthrough for Office 365
Hybrid Environment Free/busy Troubleshooter104Slide105
Tools -Exchange Client Network Bandwidth Calculator
Exchange Client Network Bandwidth Calculator
105Slide106
Tools -View all tools
View all tools
106Slide107
Tools -View all tools
Lync Online Sign-in Guided Walkthrough
107Slide108
Recommended LinksSlide109
Related reading
Exchange
Server
Migrations
Mailbox Migration to Exchange Online
Office 365 Deployment Guide for EnterprisesVideo OFFICE 365
GUIDESEXCHANGE GUIDESExchange Online: Migrating Mailboxes to Office 365
109Slide110
Its recommended to visit the Office 365 Hebrew blog
http://office365tech.microsoft.co.il Slide111
I hope that the information was useful.
See you on the next presentation
Eyal doron
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the
part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.