In 2012 and 2013, Gartner positioned Office 365 as a "leader" in numerous Magic Quadrant reports. Today, Office 365 is the recognized industry leader in business productivity, with one in four enterprise customers using the service. Whether you are considering a migration to the cloud or already have your Office 365 environment up and running, join us as we explore best practices when moving to Office 365, including: Available features and SKUs Deployment overview Native vs. third party tools Coexistence Management

1. Office 365 Best Practices
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2. About Perficient
Perficient is a leading information technology consulting firm serving clients throughout
North America.
We help clients implement business-driven technology solutions that integrate business
processes, improve worker productivity, increase customer loyalty and create a more agile
enterprise to better respond to new business opportunities.

3. Perficient Profile
•
Founded in 1997
•
Public, NASDAQ: PRFT
•
2013 revenue ~$375 million
•
Major market locations throughout North America
•
Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston,
Indianapolis, Los Angeles, Minneapolis, New Orleans, New
York City, Northern California, Philadelphia, Southern
California, St. Louis, Toronto and Washington, D.C.
•
Global delivery centers in China, Europe and India
•
>2,100 colleagues
•
Dedicated solution practices
•
~90% repeat business rate
•
Alliance partnerships with major technology vendors
•
Multiple vendor/industry technology and growth awards

4. Our Solutions Expertise
BUSINESS SOLUTIONS
TECHNOLOGY SOLUTIONS
Business Intelligence
Business Process Management
Customer Experience and CRM
Enterprise Performance Management
Enterprise Resource Planning
Experience Design (XD)
Management Consulting
Business Integration/SOA
Cloud Services
Commerce
Content Management
Custom Application Development
Education
Information Management
Mobile Platforms
Platform Integration
Portal & Social

5. Our Microsoft Practice

6. Our Speaker
Shalini Pasupneti
Presenter Shalini Pasupneti is a Solution Architect in Perficient's
Microsoft infrastructure practice focusing on Exchange and Office
365. Recently, she’s been guiding global and mid-size companies
in their transition to Office 365. She holds an MCITP in both
Exchange and Office 365.

7. Office 365 Expertise
Recognition for Excellence
•
Global Office 365 Partner of the Year
•
Exchange Partner of the Year
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Central Region Award for Office 365
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Heartland Partner Award for Office 365
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Microsoft Partner Advisory Council Member
•
2010 Microsoft Central Partner of the Year Online
Services
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300,000+ users migrated to the cloud
•
Office 365 Author and MVP
•
130,000 blog site visits per month

8. What is Office 365?
Latest productivity services in Microsoft’s public cloud + the latest apps

9. Office 365 Features
Flexible tools to do your
best work, across devices
• Exchange Online: 50GB per
mailbox
• Options for mail archiving,
encryption, DLP, RMS
• Exchange Online: 100s of
Millions of mailboxes
• Up to 25TB SharePoint Online
storage per tenant
• 25GB SharePoint storage per
user
• Cloud App Model to run
customized apps

10. Office 365 Cost Comparison

11. Office 365 Customer Satisfaction Rollercoaster

12. Large
Medium
Small
Exchange
IMAP
Lotus
Notes
Google
12 | Microsoft Confidential
Simple
Rich
DirSync
Manual/Bulk
Provisioning
Self serve or
Admin Driven
Features by
user type
Cloud or onpremises tools
In-Cloud
OnPremises
Single
Sign-On

13. Organization Readiness
• Office 365 On Ramp Tool
• Active Directory Readiness
• Topology
• IdFix
• AdModify
• Exchange Remote Connectivity Analyzer
https://www.testexchangeconnectivity.com
http://www.stevieg.org/tag/exchange-environment-report/

14. IdFix DirSync Error Remediation Tool
• Identifies and remediates AD object issues
that will fail Windows Azure AD DirSync
• Built on analysis of DirSync daily error
volumes and is targeted at fixing the
majority of errors quickly
• Provides a data grid with the ability to
scroll, sort and edit
• Suggested fixes are provided for known
errors
• Customer change confirmation change
and undo/rollback functionality

15. Client Readiness
• Do client desktops meet the minimum
requirements?
• What options exist for remediation?
• What version of Office and IE are in use today?
• What applications are in use today in the
organization?
• Is there software deployment solution in place to
deploy necessary Office 365 patches?
• Admin and help desk training

16. Identity Options

17. Identity Options
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Okta
Pingfederate
Azure ADFS
Multifactor Authentication
• Phonefactor
• RSA

18. Source Platforms vs. Migration Options
IMAP migration
Supports wide range of email platforms
Email only (no calendar, contacts, or tasks)
Cutover Exchange migration
Good for fast, cutover migrations
No Exchange upgrade required onpremises
Staged Exchange migration
No Exchange upgrade required onpremises
Identity federation with on-premises
directory
Hybrid deployment
Manage users on-premises and online
Enables cross-premises calendaring,
smooth migration, and easy off-boarding

19. 3rd Party Migration Tools
• Binary Tree
• Domino, Exchange
• CMT for Coexistence
• E2E
• Dell (previously Quest)
• Domino, Google
• On Demand Migrator
• Notes Migrator For Exchange (NME)
• MigrationWiz
• Domino, Zimbra, Tenant
• Web based tool
• Metalogix
• SharePoint

20. How to Pick A Migration Solution
Migration solutions
Hybrid
Staged
Cutover
Organizational
size in users
Time for
migration
incl. planning
small
<1 week
none
Features
medium
2 weeks
3 weeks
Large
several months
mailflow/GALSync free/busy, archive in cloud

21. Hybrid Features

22. Hybrid Deployment

23. Deployment Considerations
• Verify domains
• Add all SMTP domains as verified domains before synchronizing
• Cannot be removed until all synchronized objects are no longer using
the domain as a proxy address or UPN
• Unverified SMTP domains cannot exist as proxy addresses for
migrating mailboxes
• Plan UPN suffix
• Verify on-premises user objects have a value (not null) for UPN suffix
and that it is correct
• The default routing domain (e.g. contoso.onmicrosoft.com) is used for
Office 365 UPN suffix if the on-premises UPN suffix does not contain a
verified + public routable DNS domain (e.g. cannot use *.local)

24. Deployment Considerations
•
•
•
•
•
•
•
•
Complete Active Directory cleanup work before implementing DirSync
• Especially if importing data from a 3rd party LDAP directory into Active
Directory
• Enable Dirsync ahead of deploying it on-premises
Plan ahead for DirSync quota increase
• Could become a deployment blocker. Don’t wait until 11th hour to
request.
Enable Directory Synchronization ahead of DirSync server deployment
(activation can take up to 24 hours to complete)
• Unless you don’t want to use DirSync at all
Understand how “soft match” works
Dirsync scoping and moving objects
ADFS certificate autorollover
Throttling policies
Consider Exchange schema extensions for non-Exchange AD environments

25. Hybrid Deployment Considerations
• On premises Exchange accessibility externally
• EWS – URLs, authentication
• Autodiscover
• MRS Enabled
• Certificates
• Internet Proxy
• Hybrid Wizard
• Public Folders

26. PowerShell is Your Friend!
•
•
•
•
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Mailbox usage and size statistics reports
Mailboxes with large items
License users in bulk
Delegate users
Migration statistics
• Get-connectionbyclienttypedetailreport
• Get-stalemailboxreport
• Get-lastlogonstats

27. Mailbox Migration Script
$LiveCred = Get-Credential
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri
https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic AllowRedirection
Import-PSSession $Session
Import-Module msonline
Connect-MsolService -Credential $LiveCred
$exCred = Get-Credential
$RemoteHostName = "mail.company.com"
$e3opt = new-msollicenseoptions -accountskuid “company:enterprisepack" disabledplans "MCOSTANDARD","RMS_S_ENTERPRISE"
$license = “company:enterprisepack“
$batch = Read-Host "Enter UNIQUE name for this migration batch:“
$UserList = import-csv c:userlist.csv
foreach($line in $UserList)
{Set-msoluserlicense -userprincipalname $line.userprincipalname -licenseoptions
$e3opt
New-MoveRequest -identity $line.userprincipalname -Remote -RemoteHostName
$RemoteHostName -RemoteCredential $exCred -TargetDeliveryDomain
‘company.mail.onmicrosoft.com' -BadItemLimit '100' -Confirm: $false -batchname
$batch -warningaction silentlycontinue -suspendwhenreadytocomplete| Out-Null
}

28. Management
• Reports
• Auditing
• Distribution Lists
• Onboarding/Off boarding
changes
• Cogmotive
• 365 command

29. Role Based Access Control
Who
Role groups define
high-level job
functions
End-user role
assignment policies
for self-service
What
Assign task-, action-,
or feature-based
permissions
Where
Delegate multiple roles
Limit the scope of the role
assignment;
e.g., “Legal Department” or
“Asia Offices

30. Service Health Communications

31. Monitoring - Exoprise
• Sensors deployed in corporate LAN
• Actively track performance metrics including logon, message transfer,
network response times

32. Upgrade Timing & Communication
Microsoft sets the rhythm and cadence
of upgrades
Notice at about 4 weeks and exactly 2
weeks prior
Must postpone at least 7 days prior to
upgrade

34. Connect with Perficient
SharePoint Hybrid
Scenarios That Make
Sense
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