Welcome to the Microsoft Office 365 Workshop ‘BPOS to Office 365 Transition for Existing BPOS Customers’ Richard Edgerton MOS MCAS MCT QA Business Applications.

Welcome to the Microsoft Office 365 Workshop ‘BPOS to Office 365 Transition for Existing BPOS Customers’ Richard Edgerton MOS MCAS MCT QA Business Applications Principal Technologist Conor Callanan - CORE

Founded 1990 UK & European coverage from UK Horizontal coverage Professional services only 14 Microsoft competencies No1 Package service day provider 2009 & 2010 & 2011 CORE Horizontal coverage – mention Finance & Insurance, Professional Services, Public Sector etc.

Consultancy Strategic Guidance, Business Requirements Analysis, Software Assurance Programmes
Custom Development Planning, Design, System Integration, Software Development & Implementation Project Management Tenders, Proof of Concept, Pilots etc. Support 24 hr Portal Service Desk, 90% Renewal Rate of Support Training Custom Training & Skills Transfer SharePoint Office, Windows, SQL Server, Exchange, Enterprise Project Management (Project Server), Silverlight, Visual Studio, Search. System Centre Configurations Manager, Operations Manager, Data Protection Manager, Virtual Machine Manager, Service Manager, Opalis BPOS/Office 365 Integration, Migration, Support, Custom Development Security Forefront Client Security, Forefront Endpoint Protection, Forefront Protection 2010 for Exchange Server, Forefront Online Protection for Exchange, Forefront Protection 2010 for SharePoint, Forefront Security for Office Communication Server, Forefront Threat Management Gateway Skills & Technologies

Working with Microsoft Cloud
BPOS partner since launch - April 2009 Office 365 Launch Partner Microsoft Cloud Accelerate Partner Intune Launch Partner - March 2011 26 Migrations ranging in size from 5 seats to seats Working with Microsoft Cloud

Core – BPOS/OFFICE 365 Services
Proven Track Record delivering solutions around the Microsoft BPOS/Office 365 Platform Integration Migrate Value Add custom development Support Core – BPOS/OFFICE 365 Services

Sample CORE BPOS/OFFICE 365 Customers

Customer Feedback & Satisfaction

Why our customers moved
No more backup or storage worries Let Microsoft do the maintenance for you and give your IT staff time to work on projects that can add real value to the business. No more adding disk space or increasing back-up capacity. Business-class security. Microsoft run on a network of world-class data centres protected by multiple layers of security and operational best practices – all while providing 99.9% uptime. Up-to-date Technology You will always have access to the most up-to-date upgrades and technologies as soon as they are stable and tested. Move from CapEx to OpEx Charging Using Exchange Online allowed us to move IT spend from CapEx to OpEx and enable us to save money and allocate funds to other IT requirements. Why our customers moved

Sign Up today for Office 365 Beta and/or Intune Trail and receive free support from CORE

Upcoming Core Seminars
19th of May – Case Management Framework for SharePoint: Using SharePoint as an ECM platform 26th of May – The Features and Benefits of SharePoint 2010: An Introduction and Overview 2nd of June – Discover the Benefits of Using SharePoint 2010 for your Public-Facing Website If you are interested in attending any of these upcoming seminars, please speak with Ashley Upcoming Core Seminars

Facilities & Refreshments Fire Exits Contacts
Housekeeping Timings Facilities & Refreshments Fire Exits Contacts Discuss all points 11

Workshop Agenda Introductions Office 365 Overview
Technologies and Plans Introduction to the Transition Process and Timelines Overview and Roles BPOS to Office 365 Before Transition Activities The Transition Weekend Post Transition Activities Partner Presentation 12 12

Office 365 is an Evolution of the Existing Service
+ New features and offerings Office 365 BPOS Business Value of Microsoft Online Services People | Technology | Financial | Process No server upgrades No data migration 24x7 technical support Predictable price Familiar Experiences Office 365 is an evolution of BPOS and combines the familiar functionality of the Office desktop suite with cloud-based versions of our next-generation communications and collaboration services. See for more information on what’s included in specific service plans. Our existing customers realize the value of online services because even with a major update like this they Don’t have to upgrade servers Don’t have to migrate data Get 24/7 technical support Have a predictable price Get familiar end-user experiences

Office 365 Overview Possible Office 365 Components
Office 2010 Professional Plus SharePoint 2010 Exchange 2010 Lync Server Online Office 2010 Web Apps

Power Pivot for Excel add-in
Help People Accomplish More Put the Power of the 2010 Servers into Their Hands with Office 2010 Client Server Lync 2010 Lync Server 2010 Share an Office application with others in one click Unified Communications See presence and contact others from within your shared document with IM or voice Word 2010 Lync 2010 Lync Server 2010 Outlook 2010 Exchange 2010 See voice mail transcripts and faxes right in your inbox Business Intelligence Consolidate & quickly analyze vast amounts of data. Share & Refresh powerful BI models in SharePoint Power Pivot for Excel add-in SharePoint 2010 Word 2010 PowerPoint 2010 SharePoint 2010 Edit the same document at the same time Use & update SharePoint documents and lists when you’re not connected SharePoint Workspace 2010 SharePoint 2010 Collaboration PowerPoint 2010 SharePoint 2010 Quickly broadcast a slideshow right from within PowerPoint Avoid sending sensitive mail to the wrong people with help from Mail Tips and keep security a priority with Retention Policy and Automated Policy Application Outlook 2010 Exchange 2010 Enterprise Content Management Word 2010 SharePoint 2010 Enhance content management with smart templates that populate document metadata Easily access rich client/server capabilities with the Backstage view in Office 2010 Office 2010 SharePoint 2010

Pricing / Licensing / Offerings
All active subscriptions transitioned No changes to prices, account status, etc. Each BPOS SKU will map to one and only one Office 365 SKU. Customers may switch offerings after transition EDU Customers Not Transitioning Now There will be NO changes to pricing and account status. All BPOS customers will transition to one of two basic Office 365 SKUs, neither of which includes the Office Web Applications feature (or other advanced features). After transition from BPOS customers can upgrade to K2, E2, E3 or E4. SharePoint Deskless Worker SKU is being retired due to lack of market interest. These customers will remain on this SKU until it is time to renew their subscription. As subscription renewal approaches, Microsoft will reach out to these customers and discuss other SKUs which could meet their needs.

Office 365 Plans Components Suites Office 365 E4 Office 365 E3
Voice Office 365 E4 Includes: Exchange Plan 2 SharePoint Plan 2 Lync Plan 2 Office ProPlus Office Web Apps Lync Plus (Voice) Office Pro Plus Office 365 E3 Includes: Exchange Plan 2 SharePoint Plan 2 Lync Plan 2 Office ProPlus Office Web Apps Voic & Archive Forms, Access/Excel/ Visio Services BPOS Transition Office Web Apps Office 365 E2 Includes: Exchange Plan 1 SharePoint Plan 1 Lync Plan 2 Office Web Apps , calendar, AV/AS Office 365 E1 Includes: Exchange Plan 1 SharePoint Plan 1 Lync Plan 2 Collaboration Portal Conferencing IM & presence Office Web Apps Not offered standalone Office 365 K2 Includes: Exchange Kiosk SharePoint Kiosk Office Web Apps SharePoint Online Kiosk Not offered standalone Office 365 K1 Includes: Exchange Kiosk SharePoint Kiosk Exchange Online Kiosk 17 | Microsoft Confidential

System requirements

New System Requirements
Key Areas of Change New features New Offerings Live Meeting to Lync transition New System Requirements New Portal Experiences URL Changes for OWA and Portals Services Connector (And no Sign In App) Optional: Federated Identity New Password Requirements The Office 365 service offering provides a number of new features and functionality across various plans A discussion of all the new features and functionality of Office 365 are outside of the scope of this presentation but customers should go to to get more information The SharePoint Online Deskless Worker standalone subscription will not be available in Office Customers currently subscribing to that USL (User Subscription License) will be contacted by Microsoft with further details Live Meeting will be replaced by Lync Online. After transition customers should replace the Live Meeting add-in for Outlook with the Lync Online add-in for Outlook Live Meeting service will remain running for some time after Office 365 general availability to give customers time to move their recurring Live Meeting conferences to the Lync Online service Office 365 will have new system requirements around client software. This is a critical component of the transition and will be discussed below. The Admin Portal, Customer Portal and My Company Portal will be replaced by the Microsoft Online Portal. A new and improved portal experience. The Outlook Web App and the portal URLs (Admin, Customer, My Company) will change The Sign In application will no longer be needed and there will be a new client application called the Services Connector that is used for initial configuration and updating of end user computers Federated identity is optional and will enable single sign-on (SSO) but it does require deploying one or more ADFS 2.0 server roles on premises Rich coexistence describes the ability to share free/busy availability information between users with on- premises mailboxes (on Exchange Server) and users with online mailboxes (in Exchange Online). It requires at least one Exchange 2010 Server CAS server role deployed on-premises.

System Requirements Key Changes
Office 2003 Not Supported Internet Explorer 6 Not Supported Office Communicator 2007 R2 Not Supported BPOS Sign In Application Deprecated Online Service Connector Required The big three that we must make clear to customers: Office 2003 is not supported. Office 365 will refuse connections to Outlook 2003 (except as an SMTP client). Other Office 2003 programs may work in some circumstances, but the user experience will be frustrating. More important, if a customer has a support issue and reports they are using Office 2003, support can not assist them, and will close the ticket. As support is a central feature to Office 365, this is not the experience we want for customers. Internet Explorer 6 is not supported. Office 365 will not refuse connections to IE6, but the experience will be abysmal. For example, SharePoint 2010 could require users to log in each time they click on a link. None of the rich UI of Outlook will be function correctly—users will be relegated to OWA Light, which is a stripped down version of OWA. One of the main reasons customers have not upgraded to more recent versions of Internet Explorer is that they have line-of-business applications that they have not tested on IE7/IE8, or even more challenging, that they have verified do not work properly on IE7/IE8. While this does create a hurdle for customers, it is important to remember that IE6 was introduced a decade ago, and IE7 five years ago. Putting aside the security, performance and usability enhancements of IE7 and IE8, customers should have an application portfolio management strategy that enables periodic advances in all legacy applications. Office Communicate 2007 R2 will no longer be supported, but the move to Lync should be a much smoother experience for customers. Finally, on a more positive note, Microsoft is deprecating the BPOS Sign-in Application, replacing it with a service connector that will, after a one-time configuration, allow end-user Windows security credentials to authenticate directly with Office 365. Single sign-on is much more, well single-sign-on- ish.

Office 365, Office Client and Browser Companion
Exchange Online Upgrade to Office 2010 or Office 2007 SP2. Outlook 2003 not supported via any protocol. OR use Outlook Web App (part of Exchange Online) in browser. Internet Explorer 7 or higher (v3 or higher for Firefox, Safari, Chrome) SharePoint Online Read/Edit via Office Web Apps (browser companion to Office) Document must be Office 2010 or 2007 SP2 to edit Not all plans (SKUs) offer Office Web Apps edit capability Read capability is part of SharePoint Online Read/Edit via Office rich client Document and Office client must be 2010 or 2007 SP2 For Exchange Online, end users who use Outlook must be on Outlook 2010 or Outlook 2007 SP2. Outlook 2003 is not supported via any protocol (Outlook Anywhere, POP3, IMAP, etc.). End users can also use the Outlook Web App that is included with Exchange Online. Note that the browser must meet minimum browser requirements. See center.aspx for full browser requirements. For SharePoint Online: For users that want to read and edit Office documents with Office Web Apps the document must be Office 2003 or 2007 SP2. Reading is part of SharePoint Online but editing is not part of all SKUs The browser must meet minimum system requirements. Again, please see for full system requirements. For users who want to read and edit Office documents via Microsoft Office in SharePoint Online the document and Office client must be 2010 or 2007 SP2 Finally – using SharePoint Online in Office 365 in general will require a browser that meets system requirements.

Office 365 Password Requirements
Office 365 has updated strong-password requirements. When users reset their passwords via the normal password expiration process, new passwords must meet the following requirements: Passwords must be between 7 and 16 characters Passwords cannot contain characters from different language sets, e.g. Arabic or Greek or German. Passwords can only be comprised of basic, English-language letters and symbols, called ASCII characters. ASCII characters include: A-Z, a-z, 0-9, # $ % ^ & * - _ + = [ ] { } | \ : ‘ , . ? / ` ~ “ < > ( ) ;

Identity Separate online credentials Log in each session
Microsoft Online Identity (Current) Federated Identity (SSO) with ADFS 2.0 Separate online credentials Log in each session No on-prem server required for authentication Single Sign-On with corporate credentials Requires ADFS 2.0 on premises Supports 2 factor authentication Optional

New System Requirements
Operating System The Windows® 7 operating system The Windows Vista® operating system with SP2 Windows XP with SP3 Mac OS X 10.5 (Leopard), 10.6 (Snow Leopard) Windows Server 2003 and Windows Server 2008 Browser—Microsoft Online Portal Internet Explorer 7 or later Mozilla Firefox 3.x Apple Safari 4.x Browser—Outlook Web App Internet Explorer 7 or above Firefox 3 or higher Safari 3 or higher on Macintosh OS X 10.5 Chrome 3 and later versions Outlook Web App also has a light version that supports a reduced set of features across almost any browser System Microsoft .NET Framework 2.0 Java client (for Macintosh OS X) Office Clients Microsoft Office 2010 or Office 2007 with SP2 Office 2008 for Mac and Entourage 2008 Web Services Edition Office 2011 for Mac and Outlook 2011 for Mac Lync 2010 Communicator for Mac Client Applications Microsoft Online Services Connector

The transition experience

Transition Overview

Availability and Timeline
Beta Q4 2010 Pilot Q2 2011 GA June 2011 Limited Transitions 1-3 months post GA Transition Available GA +4 months Transitions End GA +16 months 12 Months to Transition We won’t be transitioning all of our customers at once. Even if we did have the technical resources to do so, it wouldn’t make sense for our customers. That said, customers cannot stay on BPOS forever. They must transition, and we are giving them a 12 month period to transition beginning four months after general availability. While we will transition customers immediately after GA (and even before it), we won’t start the transition clock until a couple of months after transition, when the transition engine has all the features we need to transition nearly every customer The limited transitions immediately after GA will focus on a small subset of Exchange only customers. Microsoft will contact those customers that qualify. 27 | Microsoft Confidential

Getting on the Upgrade Train
The Monthly Upgrade Train Each month a batch of customers will be upgraded from Microsoft Online V1 to Microsoft Online V2 over a specific weekend Scheduling Customers will be scheduled into a specific monthly batch ahead of time. Customers will be notified of what batch they are in during launch window Customers will notified again up to 30 days before to communicate the specific migration day Customers can request to be moved to a different migration upgrade Microsoft Online V2 RTW Batch 1 50 Ten. Batch 2 50 Ten. Batch 3 200 Ten. Batch 4 Large # Batch 5 Large # Batch 6 Large # Batch 7 Large # Batch 8 Large #

Transition Experience: Phases
Plan | Prepare | Pilot Learn Schedule Deploy end-user software Prepare end-users Pilot Transition 48 hours Mail flow uninterrupted Admin and customer portal locked SharePoint locked for part of weekend Configuration Configure end-user computers and devices as needed Re-configure mail-enabled applications (Exchange Online) Configure new features and capabilities Plan Learn about Office 365 features and transition process Access impact of transition on your organization Respond to Microsoft queries regarding scheduling preference Prepare Resolve any impact issues discovered during planning Client upgrades, and identity issues if any Approve transition schedule Admin training User awareness Pilot Move pilot mailboxes to Exchange Online V2 Test/View SharePoint sandbox in SharePoint Online V2 Test/try OCS 14 client

Improved Administration
Transition Benefits Office 365 brings many top-requested features from customers The term “transition” describes the end-to-end experience of a customer moving from BPOS to Office 365, including planning, piloting, data upgrade, client access and configuration work. New Identity Platform New Server Platforms Improved Administration Single Sign-In (SSO) Federated identity Live ID infrastructure Microsoft Federation Gateway Exchange 2010, SharePoint 2010, Lync 2010 Architected from the ground up for multi-tenancy Server-service parity Improved coexistence Native migration tools Role-based access control Remote PowerShell Extended control panels Self-serve user admin More settings / options exposed to admin.

Transition Roles and Responsibilities
Microsoft Make customers aware Propose schedule Information and guidance All changes within Microsoft datacenters Uninterrupted mail flow Migrate all data Customer Respond to schedule proposal End-user training and communications Update end-user computer software and devices if necessary Optional: Deploy ADFS role, Exchange Server 2010 Microsoft is committed to making the BPOS to Office 365 transition as simple and automated for customers as possible. We’re committed to near zero down-time for and IM, and as brief a service interruption as possible for Sharepoint. Finally, Microsoft is committed to a secure transition which will insure privacy and data integrity. We’ll handle almost the entire transition, from giving you guidance, to handling all the data transitions. There are only three things we need customers to do: Respond to Microsoft when we propose a transition date, or ask you about readiness. Handle any end-user training that may be required if users are new to Office 2007/2010 or IE7/8. Update end-user computers to meet the system requirements.

Pre-Transition

Administrator Pre-Transition Experience
Continues to manage tenant from BPOS Admin Portal before transition Admin receives initial notification about the transition and proposed transition date Prepares tenant for transition Update AutoDiscover DNS settings for tenant Admin confirm or declines proposed transition date Admin prepares users for transition experience Elects mailboxes for pilot if desired 33 | Microsoft Confidential

End-User Pre-Transition Experience
Continues to use BPOS services before transition (Outlook, SharePoint, etc.) Receives information from Administrator about transition Prepares desktop for transition Reset password (if not previously reset in BPOS) to meet new password requirements Updates desktop to minimal requirements (Update Office, IE, Etc.) Prepare desktop with NEW Office 365 services (Install Lync 2010, and deploy Office 365 Connector)

Scheduling the Transition
Microsoft gathers customer feedback Mid-2011 Microsoft Proposes Schedule 2011 In In Product Via Account Team or Requests Different Schedule Customer Acknowledges Via Support Via MOAC Communication and Countdown Guidance Reminders Documentation Transition occurs over a weekend (48 hours) Transition batches scheduled weekly Initial schedule date based on start date and customer feedback Microsoft will solicit your feedback around when you would like to transition. BUT, Microsoft can’t guarantee that we will match your feedback with our transition schedule: Microsoft may propose a transition that is earlier than you are ready. If you’re not ready to go, don’t accept the proposed transition date. You can push it back up to (and over) three months, and if that’s not long enough you can postpone the next date Microsoft proposes. As long as you accept a date within the 12-month transition period, you can continually postpone until you are ready.

Alert notifies user a date has been assigned
Administration Portal A date for your transition to Office 365 is available. Confirm your date now Information Upcoming service transition What is the service transition? Frequently Asked Questions What happens after transition? V2 Documentation Get Started Customize a plan for setting up , collaboration, IM and conferencing Get Help Explore the Help and How-to Portal Search support articles Important URLs Recommended Reading Verify a Domain from any Registrar Connect a Mobile Device to Exchange Online Reset a Users Password Prepare Experience Customer will be notified of the pending upgrade (multiple ways) MOAC ‘Notification’ BAR indicating upgrade date Admin must login into V1 MOAC and approve pending upgrade Simple ‘I Approve of this action’ workflow started from MOAC Must approve before T-15 days Unapproved customers will be rescheduled for a later batch and will restart process Admin can optionally pilot V2 services Move individual mailboxes to the pre-provisioned tenant in Exchange Online V2 Access a V2 R/O pilot of SharePoint sites in the pre-provisioned tenant in SharePoint Online V2 Create a separate trial V2 domain to try out the V2 admin Admin prepares users for upgrade Uses sample communication from help to prepare end-users for upgrade Alert notifies user a date has been assigned

Confirm/Decline dialog is shown in lightbox view
Confirm your transition date To schedule your transition to Office 365, click Confirm. Learn more Your transition will begin on August 15, 2011 Confirm Change date Change your transition date View available time periods  If the transition date does not work for your company, select a different time period, and then click Change date. Administration Portal You have a date for transitioning to Office Confirm your date now. Information Upcoming service transition What is the service transition? Frequently Asked Questions What happens after transition? V2 Documentation Get Started Customize a plan for setting up , collaboration, IM and conferencing Get Help Explore the Help and How-to Portal Search support articles Important URLs Recommended Reading Verify a Domain from any Registrar Connect a Mobile Device to Exchange Online Reset a Users Password Confirm/Decline dialog is shown in lightbox view

 Administration Portal
Confirm your transition date To schedule your transition to Office 365, click Confirm. Learn more Your transition will begin on August 15, 2011 Confirm Change date Change your transition date View available time periods  If the transition date does not work for your company, select a different time period, and then click Change date. 1 month after August 15, 2011 2 months after August 15, 2011 3 months after August 15, 2011 As late as possible As early as possible Confirm your transition date Administration Portal To schedule your transition to Office 365, click Confirm. Learn more If the transition date does not work for your company, select a different time period, and then click Change date. Your transition has been scheduled . Confirm your date now. Information Upcoming service transition What is the service transition? Frequently Asked Questions What happens after transition? V2 Documentation Get Started Customize a plan for setting up , collaboration, IM and conferencing Get Help Explore the Help and How-to Portal Search support articles Important URLs Recommended Reading Verify a Domain from any Registrar Connect a Mobile Device to Exchange Online Reset a Users Password

Upon accepting date, alert updates to show confirmation & confirmer
Colin Wilcox | sign out Administration Portal Colin Wilcox scheduled your transition to Office 365 to begin on August 15, 2011. Information Upcoming service transition What is the service transition? Frequently Asked Questions What happens after transition? V2 Documentation Get Started Customize a plan for setting up , collaboration, IM and conferencing Get Help Explore the Help and How-to Portal Search support articles Important URLs Recommended Reading Verify a Domain from any Registrar Connect a Mobile Device to Exchange Online Reset a Users Password Upon accepting date, alert updates to show confirmation & confirmer

Transition Weekend

Experience During Transition (48 Hours)
Admin Experience BPOS administration center will be locked on DAY BEFORE transition starts Administration center displays only the information panel; all other areas are locked Support team is available for issue escalations and password reset. License/Subscription portal also locked on DAY BEFORE transition starts User Experience Users will use SAME UserID/Password before/during/ and after transition Exchange mailboxes will move Office over 48-hour transition period Outlook will continue to function, mail flow continues to work, but user will be prompted to re-start Outlook Outlook Web App (OWA) URL will stop working, and users will need to start using Office 365 URL Active Sync devices stop working and will need to be re-configured BES devices will stop working and will need to be re-configured after tenant transition is complete SharePoint site collections will be locked to ‘Read Only’ for some time during the weekend Lync 2010 will continue to function Live Meeting will continue to function 41 | Microsoft Confidential

Post Transition

Post Transition Experience
Admin Post-Transition Experience Admin can access Office 365 portal and manage tenant Post-Transition Tasks Start V2 Directory Sync Recreate mailbox retention policies Setup BES Service Setup ADFS and Exchange rich coexistence if desired End-User Post-Transition Experience Will use same and Password as always for Microsoft Online Services Outlook and SharePoint work immediately Outlook will automatically reconfigure (no OST re-download required, existing profile preserved) SharePoint URLs will direct to new SharePoint Online Manually reconfigure OWA URL with URL provided by administrator, replacing any old bookmarks Manually reconfigure Active Sync mobile devices, following instructions provided by administrator Manually reconfigure BES device after administrator has setup BES service Remove old Microsoft Online Services Sign In application

End-User Pre-Configuration Experience

Live Meeting to Lync Online
Lync Online becomes the conferencing solution with Office 365 After transition, Lync Online to replace Live Meeting for conferencing To ensure a smooth transition Live Meeting service will remain active for meetings scheduled prior to transition Live Meeting service will be phased out Customers should remove Live Meeting Outlook add-in, install Lync Online Outlook add-in Existing Live Meetings will persist, use Lync Online for new meetings

User Upgrade Walk-Through
Pre-Upgrade During Upgrade After Upgrade BPOS Updates 9.x Sign-In client Optional: Visits W14 portal to install W14 connector if not done Uses new home URL to access W14 portal Uninstall 9.x Sign-in Outlook Upgrades to Outlook 2007 or Outlook 2010 Outlook functions during upgrade End-User Prompted to restart Outlook End-User Restarts Outlook End-User Uses Outlook OWA V1 OWA denies access after upgrade End-User types in new URL to access OWA Win Mobile Win Mobile device stops sync Reconfigure Win Mobile device BES BES temp. stops sync for short period BES auto. starts sync after upgrade SharePoint SP Sites are R/O during upgrade User uses same URL to access upgraded sites Optional: Site admin upgrades site design to 2010 OCS Installs OCS 14 Client OCS 14 client continues to work LM LM Links/ client continue to work

Customer Admin Upgrade Scenario
Customer Admin Steps Planning Preparing Upgrade weekend Step 1 - Planning Admin reads general information about V1-V2 upgrades (HELP/BLOGS) Step 2 – Accept Date Admin reads upgrade information and accepts upgrade date through MOAC Step 3 - Prepare Admin prepares self and user community for upgrade. Step 4 – Upgrade Day Takes 48 hours to upgrade in which Admin locked from making changes Step 5 – Post Upgrade Admin logs into V2 MOAC and performs post-upgrade steps Trial V2 tenant Pilot V2 Services Upgrade Client Software* Configure V2 Dirsync Enable Live Federation Step 1: DS Sync Start the V1-V2 DS Sync Step 2: Schedule Several months prior to upgrade tenant is added to a batch and notified of the schedule. Step 3: Prep Pre-stage Ex/SP data Step 4: Lock Lock Tenant from MOAC Access Step 5: Data Migrate Ex/SP Data Step 6: Finalize Finalize the upgrade and enable V2 MOAC BPOS Steps *Update Client Software = - Upgrade 9.x Client - Upgrade/Patch Office

Exchange Upgrade Details
Exchange Upgraded with Individual Mailbox Moves Mailboxes are individually ‘Moved’ from Exchange Online V1 to Exchange Online V2 After a mailbox move, Outlook must be re-started and will automatically re-connect to Exchange Online V2. What to Expect Outlook mailbox will remain intact after move All folders, items, ect are preserved OST will remain intact (no re-sync and no loss of mail) Basic mail coexistence with mailboxes that have not yet moved (GAL/Messaging/Meetings) Advanced Features: Delegates, Rules, Mailbox Perms, will migrate Domain settings will remain What NOT to Expect Mobile Settings (Need to reset Windows Mobile) Mailbox Policies: Will need to be re-created after upgrade Rich-Coexistence: Free/Busy and Delegates with mailboxes that have not yet moved will not work * BES and EHA Archive are still under investigation

SharePoint Upgrade Details
SharePoint Sites Upgrade Together Customer can preview sites in V2 Sandbox prior to upgrade day All site collections are ‘Moved‘ from SharePoint Online V1 to V2 on upgrade day During the upgrade V1 site collections are read-only What to Expect A lot of new features e.g. Excel Services! V1 Site Collections URLs are retained in V2 All lists, libraries, workflows, alerts etc. are upgraded automatically Non customized content pages are upgraded automatically SharePoint Online V1 look and feel is retained All permissions are retained/upgraded What NOT to Expect V2 Office Integration features require Office 2007 SP2 + April CU Custom applications using SharePoint Online Web-Services need to be updated to use V2 identities Potential rendering issue of customized content pages (e.g. custom script, formatting)

Impact of V1-V2 Transition
What is changing: What this change means: Core Infrastructure Changes: Different Identity System (Microsoft Federation Gateway) Login experience will change to Microsoft Federation Gateway Update Office applications to support Live auth (Office 2007 SP2+) Different Admin Model Learning curve for admin and change of roles/polices after upgrade Service Changes: Exchange 2010 No support for Outlook 2003, Need to upgrade to OL 2007 SP2+ New OWA Experience (user learning curve) SharePoint 2010 No support for Office 2003 (Need Office 2007 SP2 + CU) Custom sites may need to be updated after upgrade. OCS 2010 -No support for legacy OCS client, must upgrade to OCS 14 client sometime before upgrade Location Changes: Different Portal URLs -Admin and End-Users will need to use new Portal URL after upgrade Different Exchange URL -Deskless users will need to use new Exchange OWA URL after upgrade -Windows Mobile users will need to reset devices after upgrade Other Changes: New Service Agent -Users will need to install new service client before upgrade, and un-install old service client after upgrade.

Tenant Phases

Admin Experience Before Transition During Transition After Transition
Admin receives initial notification about the transition Admin receives proposed transition date Admin confirm or declines proposed transition date During Transition Administration center displays only the information panel; all other areas are locked Admin receives links to familiarize with new environment and post-upgrade tasks After Transition Admin is signed out of admin portal and must sign back in (using same username/password) Redirected to new Admin Portal Signs in to new Admin Portal (same credentials again) Admin reviews post-transition information

End-User Experience Before Transition During Transition
Review information from Administrator Instructions for any required client software installation: Office, Communicator, Live Meeting, Internet Explorer, Service Connector During Transition SharePoint site collections will be locked to ‘Read Only’ Outlook will continue to function, mail flow continues to work Users may be prompted to re-start Outlook after transition period ends Previous Outlook Web App (OWA) URL will stop working Active Sync devices will not be able to connect to Exchange Online with previous configuration After Transition User presented with new Sign-in page. Will use same and Password as always for Microsoft Online Services Outlook and SharePoint work immediately Outlook will automatically re-configure (no OST re-download required, existing profile preserved) SharePoint URLs will direct to new SharePoint Online Manually reconfigure OWA URL with URL provided by administrator, replacing any old bookmarks Manually reconfigure Active Sync mobile devices, following instructions provided by administrator Remove old Microsoft Online Services Sign In application

Customer Support MOS Technical Support Partners Transition Center
“Transition” engineers specifically trained on transition issues Transition Hotline (TBD) All Tier 1 reps trained Partners Partner of Record CC’d on communications Partner communications / training Trusted advisor Transition Center FAQ Checklist Transition Guide (TBR) Forums Tools Microsoft Assessment and Planning Toolkit

EDU Customers on BPOS Today
This refers to education customers on BPOS Standard today, not There will be an EDU SKU/Offering on Office 365 Pricing, licensing and transition date TBA

Transition by BPOS Lifecycle Scenarios (Pre Office 365 GA)
A. Existing Trial Customer has subscribed to a BPOS trial Applies to: Customers who start trial 30 days before GA Customers on extended trial B. Purchased, No Production Deployment Customer has purchased BPOS but has not yet migrated production data from on-premises Customer has purchased BPOS but only deployed test or POC data to BPOS C. Purchased, Production Deployment Customer has purchased BPOS and is partially or fully deployed with production data

A. Existing Trial Trial subscriptions will not be transitioned!
1. Purchase BPOS and Transition Purchase BPOS and transition as described here 2. Wait for Office 365 and Re-Trial Off-board data from trial if desired Remove domain from BPOS trial (if desired on beta) Request Beta and start testing Office 365 Re-start trial on Office 365 after GA

B. Purchased, No Production Deployment
1. Deploy and Transition (GA ++) Deploy BPOS and transition as described here (GA++) 2. Transition Subscription Only at GA++ Do not deploy BPOS Use Office 365 beta for sandbox testing. Beta is not convertible in this scenario. Transition BPOS subscription only (no users/data) through transition process described here (GA++) Deploy Office 365 3. Decommission BPOS and deploy to Office 365 at GA For customers who need to be on Office 365 at GA Use Office 365 beta for production testing. Beta is convertible in this scenario. At Office 365 GA decommission existing BPOS subscription via support and subscribe to Office 365 (NOTE: requires a new contract and will not preserve pricing)

Trying Office 365 for Existing Customers
Pre-GA Trying Office 365 for Existing Customers Post GA Beta Not convertible to production for existing customers (convertible for new Office 365 customers) Existing customers cannot use their BPOS domain in beta Office 365 Trial (GA) Existing customers cannot use their BPOS domain in Office 365 trial Mailbox Pilot (GA+) Small group of end users and their mailboxes moved to Office 365 Production pilot – users will stay on Office Data preserved. Existing customers need to be aware that trials will work differently for them than for new customers. New customers can trial Office 365 and then convert the trial tenant to a paid tenant and preserve all their data. Existing customers can do anything they want in an Office 365 trial tenant, but they should be aware of a couple important things. Number 1: DO NOT USE THE SAME DOMAIN AS YOUR EXISTING TENANT. This could cause problems with a future transition. Number 2: Any data in your trial tenant will be lost. Just use it for experimenting. The one exception for this is after GA. At that point, existing BPOS customers can move a small group of end-users and their mailboxes to Office 365 WITHOUT losing any data when the remainder of the tenant is transitioned.

Further Courses Office 365 End User Overview - Webinar
Office 365 for End Users Office 365 SharePoint Online and Lync Online Office 365 Technical Overview for the IT Professional Office 365 Exchange Online Overview and Migration Change: Add in additional relevant course titles 60

Thank You

Welcome to the Microsoft Office 365 Workshop ‘BPOS to Office 365 Transition for Existing BPOS Customers’ Richard Edgerton MOS MCAS MCT QA Business Applications.

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Welcome to the Microsoft Office 365 Workshop ‘BPOS to Office 365 Transition for Existing BPOS Customers’ Richard Edgerton MOS MCAS MCT QA Business Applications.

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Presentation on theme: "Welcome to the Microsoft Office 365 Workshop ‘BPOS to Office 365 Transition for Existing BPOS Customers’ Richard Edgerton MOS MCAS MCT QA Business Applications."— Presentation transcript:

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