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

Whitepaper: Integration Microsoft Office 365, Microsoft Dynamics CRM 2011 Online, Windows Intune V2 and SharePoint 2010
Michael Kirst-Neshva

Whitepaper: Integration Microsoft
Office 365, Microsoft Dynamics CRM
2011 Online, Windows Intune V2 and
SharePoint 2010
Author: Michael Kirst-Neshva

ANK Business Services UG (haftungsbeschraenkt)

eMail: mkn@myoffice365.in

ANK Business Services UG (haftungsbeschraenkt) – Michael Kirst-Neshva – 26. November 2011 Seite 1


Inhalt
1 Introduction ................................................................................................................................3
2 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 ..............................................................7
3 Summary.....................................................................................................................................8
4 Product and Solution Listing ........................................................................................................9
4.1 Public Cloud Products ..........................................................................................................9
4.2 Private Cloud Products ........................................................................................................9
5 Personal Data ............................................................................................................................ 10

Pictures

PICTURE 1: LOCAL HYPER-V INTEGRATION WITH STORAGE AND SHAREPOINT 2010 ............................................................... 4
PICTURE 2: CRM ONLINE, SHAREPOINT ONLINE, SHAREPOINT ON-PREMISES HYBRID CLOUD CONNECTIVITY ............................... 5
PICTURE 3: COLLABORATION, EMAIL AND COMMUNICATION CONNECTIVITY ........................................................................ 6
PICTURE 4: WINDOWS INTUNE V2 DESKTOP AND NOTEBOOK MANAGEMENT ...................................................................... 7
PICTURE 5: HYBRID CLOUD CONNECTIVITY SOLUTION ..................................................................................................... 8



1 Introduction

Target of the solution is a combination of different online and offline products as a “Hybrid Cloud
Solution”.

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 solution
to share his internal know-ledge, business data and product content with all employees and external
partners and resellers. The international sales team needs actual customer and partner data include
actual content from corporate headquarter. Also, the company want, that all customers, over 30
worldwide resellers, have got all product and business information’s with secure and controlled
access 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 core
technologies as a hybrid cloud solution.

Following technologies and products are implementing in a time frame of four month with including
one of our partner.



2 The Hybrid Cloud Solution

2.1 Core Implementation – Corporate Headquarter

To be become control over accounts in a feature cloud solution, we are implementing a Microsoft
Windows 2008 R2 based Active Directory including AD FS2 (Active Directory Federation Service). The
new AD helps the corporate to become control over all user accounts and support centralized
registration 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 System
Center Virtual Machine Manager 2012. At this time, the roll-out is defined as a pilot, so when the
product SCVMM 2012 is RTM, the project can go into a production release with the RTM version of
SCVMM 2012. But at this time, the physical hardware is built only on two servers as a Hyper-V cluster
and supporting the new technologies and features from beginning of the project.

Also, there are implementing two SharePoint 2010 Web Front End servers with Windows Network
Load Balancing (WNLB) and two SharePoint 2010 application servers, one server on every Hyper-V
Cluster Node. The database is built on Microsoft SQL 2008 R2 and additional storage is implementing
with 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 365
connection as a local archive solution. With DocAve Administrator and DocAve Content Manager the
customer has got the control over all data, on-premises on the local SharePoint farm also in the
SharePoint Online solution based on Office 365. The archiving feature is integration with DocAve
Archiver, a certified archiving solution for SharePoint 2010.

User
User
Remote Sales Store

Internet

User

Hyper-V
Active / Active Cluster

.BIN
.VSV
.XML
.VHD

ON – Premises /
Storage CSV
private cloud
with
VHD

Picture 1: local Hyper-V Integration with Storage and SharePoint 2010



2.2 Sales Business Data with Microsoft Dynamics CRM 2011 Online

For the sales staff, the customer deploys the online Microsoft CRM solution as external
off-premises – public cloud integration.

The customer doesn’t have a technical employee who can support a local based CRM solution with
AD, Microsoft LiveID or AD FS2 integration. Also, to support all worldwide partners and resellers, the
technical employee needs to know many different languages and must support the local installation
in different languages at the same time.

With the online solution, the customer doesn’t must to know anything about the technical
background of Microsoft CRM 2011 and can use all important features like it is a local installation. Of
course, the deployment of the new Microsoft Windows Phone 7 App “Mobile CRM” is ready and
rolled out the weeks.

After Microsoft implementing the new features in CRM Online and SharePoint Online, we are
stripped some business data from CRM Online in SharePoint Online and the local SharePoint. The
document folders with all product information’s are storing in SharePoint Online document
bibliotheca and the personal and business data of customers, resellers and partners are storing in
local SharePoint libraries.

The local information’s are a part of the local backup and archiving strategy with AvePoint products
and 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 cloud

Picture 2: CRM Online, SharePoint Online, SharePoint on-premises Hybrid Cloud Connectivity



2.3 Collaboration, Connectivity and eMail with Microsoft Office 365

As part of the solution was integrating the Microsoft public cloud solution Office 365 with
collaboration (SharePoint Online), centralized eMail (Exchange Online including archive option),
employee and sales staff connectivity (Lync Online) and a centralized eMail Anti-Virus and Anti-Spam
Solution (ForeFront for SharePoint Online and Forefront for Exchange Online)

One off the biggest cost driven collaboration and eMail solution is the worldwide integration of
employee, 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 cloud

Picture 3: Collaboration, eMail and Communication Connectivity



2.4 Centralized Management of Sales Stuff Notebooks

To manage and control the security settings on 48 notebooks from the sales stuff, we are
implementing additional the new cloud based management tool Windows Intune V2. After the roll
out, the customer has got full control over the notebooks and can guarantee that the notebooks and
stored data are secure. One of the policies is activating the Bitlocker function on a separate partition
where are business data stored and other security settings like ForeFront Endpoint Protection and
different firewall rules. Another policy deploy the Office 365 software and configuration tools, also
the Office Professional 2010 Plus software.

An additional customer Intune account is generated to control some worldwide factory stores and
his sales machines and POS systems with different software and security settings. Some of the POS
systems 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 cloud

Picture 4: Windows Intune V2 Desktop and Notebook Management



3 Summary

With a view to all single steps as a big picture viewing, the mid-size company has got now a real great
enterprise 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
VHD

Picture 5: Hybrid Cloud Connectivity Solution

A global connectivity for people and business content. Real hybrid cloud solution with regarding
some legal restrictions but without the work makes it impossible.



4 Product and Solution Listing

4.1 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 V2

4.2 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 Manager



5 Personal Data


IT Senior Infrastructure Architect for Microsoft based cloud computing solutions.

Michael works since 1994 with Microsoft technologies and began 1996 as Software Trainer near
Frankfurt / Main. After some months, he registers himself as Microsoft Partner and earns the
certification as Microsoft Certified Trainer. In the next years, he works as external consultant and
trainer 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 company
with over 120.000 seats and designed, planned and deployed many enterprise infrastructures inside
the customers company or at customers of the company. He writes Blueprints and architecture
documents for hybrid cloud solutions like one of the worldwide biggest SharePoint hybrid clouds
integration or other infrastructure cloud solutions. Also he designed an international Multi-Tenancy
SharePoint 2010 with centralized and standardized central SharePoint Enterprise Farm concept
based 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.ms

Since the official start of Office 365, he supports the community with his knowledge in the Office 365
online community and is speaker on different SharePoint and Cloud conferences in Germany.


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