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Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition

Book Description

Plan and execute a successful Office 365 Exchange Online migration with ease

About This Book

  • This book gives you the most up-to-date and accurate information available today on online migration with Microsoft Office 365

  • Discover the very best migration path for your small or enterprise network and avoid costly mistakes

  • Learn from seasoned professionals who migrate small businesses to multinational companies from around the world on a daily basis

  • Who This Book Is For

    If you are an appointed IT person or an IT administrator who is part of a large internal team in your organization, then this book is for you. If you are a small business owner, manager, or consultant, this book will also help you. Knowledge of Office 365 is not required. However, experience with Exchange Server and mail clients, and role and delegation concepts is required.

    What You Will Learn

  • Sign up for an Office 365 account and configure your e-mail domains

  • Migrate mailboxes from Exchange server, Google, and any other POP3 or IMAP based system in to Office 365

  • Configure a hybrid configuration by using Azure AD Connect to synchronize your on-premises Active Directory with Office 365

  • Deploy Active Directory Federation Services (AD FS) to enable Single sign on and streamline the login process for your users

  • Set up a hybrid Exchange configuration and host mailboxes locally or in the cloud and move mailboxes between the two with ease

  • Configure a public folder hybrid and share existing on-premises public folders with users hosted in Exchange online

  • Setup a hybrid Skype for Business (SFB) configuration and move users into SFB online

  • Configure a SharePoint configuration, allowing users to create and search content hosted on an existing SharePoint server as well as in SharePoint online

  • In Detail

    Organizations are migrating to the cloud to save money, become more efficient, and empower their users with the latest technology. Office 365 delivers all of this in a reliable, fast, and ever-expanding way, keeping you ahead of the competition. As the IT administrator of your network, you need to make the transition as painless as possible for your users. Learn everything you need to know and exactly what to do to ensure your Office 365 Exchange online migration is a success!

    This guide gives you everything you need to develop a successful migration plan to move from Exchange, Google, POP3, and IMAP systems to Office 365 with ease. We start by providing an overview of the Office 365 plans available and how to make a decision on what plan fits your organization. We then dive into topics such as the Office 365 Admin Portal, integration options for professionals and small businesses, integration options for enterprises, preparing for a simple migration, performing a simple migration, and preparing for a hybrid deployment. Later in the book, we look at migration options for Skype for Business and SharePoint to further help you leverage the latest collaborative working technologies within your organization.

    Style and approach

    Style and approach

    This is a detailed yet easy to follow step-by-step guide to planning and executing a successful migration to Office 365.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at If you purchased this book elsewhere, you can visit and register to have the code file.

    Table of Contents

    1. Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition
      1. Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition
      2. Credits
      3. About the Authors
      4. About the Reviewers
        1. eBooks, discount offers, and more
        2. Why subscribe?
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the color images of this book
          2. Errata
          3. Piracy
          4. Questions
      7. 1. Getting Started with Office 365
        1. Office 365 available plans
        2. Office 365 Business – considerations and limitations
          1. User count limited
          2. Doesn't include e-mail archiving
          3. Office Suite does not include Access
          4. Doesn't include Skype for Business Cloud PBX
          5. Doesn't include the rights to install Office applications on servers using Remote Desktop Services
        3. Office 365 for enterprises
        4. When to use a plan and when to pick a la carte
        5. Options to start your subscription
          1. Working with Microsoft on a license agreement (through a licensing reseller)
          2. Working with a Microsoft deployment partner
          3. Signing up for the service directly
        6. The sign up process
        7. Summary
      8. 2. Getting Familiar with the Office 365 Admin Portal
        1. First-time login and adding your domain
          1. Important DNS requirements
            1. Setting up the domain
        2. Navigating the administration overview interface
          1. Home
            1. Users
            2. Groups
            3. Resources
            4. Billing
              1. Subscriptions
              2. Bills
              3. Licenses
              4. Purchase Services
            5. Support
              1. Service requests
            6. Settings
            7. Health
            8. Admin centers
        3. Exchange admin center interface
          1. Recipients
          2. Permissions
          3. Compliance Management
          4. Organization
          5. Protection
          6. Mail Flow
          7. Public Folders
          8. Mobile
          9. Unified messaging
        4. Summary
      9. 3. Integration Options for Businesses
        1. Business scenarios
          1. Ageing servers
          2. Remote workforce
          3. Staff expansion
        2. Working with a server
          1. Windows Server 2012 R2 Essentials
            1. Connecting your Windows Server 2012 R2 Essentials to Office 365
        3. Managing user accounts
          1. Microsoft Online portal
          2. Windows Server 2012 R2 Essentials Dashboard
          3. Windows PowerShell
        4. Working with PowerShell
        5. Summary
      10. 4. Integration Options for Midsize and Enterprise Organizations
        1. Directory Synchronization
          1. Enabling AD password synchronization
          2. Enabling a unified address book
          3. Providing detailed address entries
          4. Simplifying the provisioning and object management process
          5. Maintaining a consistent set of groups
        2. Active Directory Federation Services
          1. Base requirements
          2. Single AD FS farm versus multiple farms
          3. Database requirements
          4. Authentication strategy
          5. Infrastructure design considerations
            1. Base infrastructure
            2. Base infrastructure with redundancy
            3. Base infrastructure with redundancy and a disaster recovery site
            4. Base global infrastructure to support local regional logons
            5. Azure IaaS as an alternative data center
          6. AD FS summary
        3. Exchange Hybrid
          1. Is Exchange Hybrid the right fit?
          2. Exchange Hybrid deployment considerations
            1. Location and version of your existing messaging system
            2. Migration bandwidth for the Hybrid server
            3. Scaling your Hybrid server
            4. Exchange schedule free/busy store
            5. Public Folder Hybrid
          3. Exchange Hybrid design examples
            1. Centralized Exchange Organization
            2. Distributed Exchange Organization
            3. Disconnected Exchange Organization or non-Exchange messaging environment
          4. Exchange Hybrid summary
        4. Non-Exchange messaging systems
          1. Active Directory readiness
          2. Migrating from a non-Exchange messaging system
        5. Summary
      11. 5. Preparing for a Simple Migration
        1. What is a simple migration?
        2. Migration options
          1. POP e-mail
          2. IMAP
          3. Hosted Exchange or Gmail
          4. Exchange Server 2003 and 2007
            1. Staged migration
            2. Cutover migration
          5. Migration option comparison
        3. The migration process – in a nutshell
        4. Planning for migration
          1. Technical considerations
          2. People considerations
        5. Preparing your environment for migration
          1. IMAP
          2. Hosted Exchange/Gmail
          3. On-premises Exchange 2003 or later
            1. Requirements for staged versus cutover migration
        6. Summary
      12. 6. Performing a Simple Migration
        1. Migration from non-Exchange Server systems
          1. Creating user accounts
          2. Importing mailbox content
            1. IMAP migration
              1. Create an IMAP import CSV file
              2. Creating an IMAP endpoint
              3. Running the migrate to Exchange Online wizard
        2. Migrating from Exchange Server
          1. Granting access to all mailboxes in Exchange Server
            1. Assigning permissions in Exchange Server 2003
            2. Assigning permissions in Exchange Server 2007, 2010, 2013, and 2016
          2. Create a new Outlook Anywhere migration endpoint
          3. Migrate to Exchange Online wizard
          4. Assign licenses to new user accounts
          5. Reset all user passwords
        3. Summary
      13. 7. Preparing for a Hybrid Deployment and Migration
        1. Preparing your Office 365 subscription
        2. Active Directory preparation and readiness check
          1. Mail/e-mail domains
          2. Forest/domain structure
          3. Active Directory users, contacts, and, group objects and single sign-on
            1. Users
            2. Groups
            3. Contacts
            4. Directory Synchronization checking tools
              1. IdFix
              2. Directory Synchronization readiness wizard
          4. User software
        3. Basic infrastructure preparation
          1. Directory Synchronization server
          2. Active Directory Federation Services (AD FS)
          3. Exchange Hybrid server
        4. Defining the migration process
          1. Bandwidth evaluations
            1. Migration bandwidth
            2. User bandwidth
          2. Public Folder use
          3. Communications and training
        5. Summary
      14. 8. Deploying a Hybrid Infrastructure – AD FS
        1. Deploying Active Directory Federation Services 
          1. Installing Active Directory Federation Services internal server
            1. Installing AD FS
            2. Installing the Microsoft Online Services Sign-In Assistant
            3. Installing the Windows Azure Active Directory module for Windows PowerShell
            4. Configuring the AD FS internal server
            5. Converting the domain to a federated domain in Office 365
          2. Installing Active Directory Federation Services Web Application proxy server
            1. Installing the Web Application proxy
            2. Editing the hosts file
            3. Configuring the AD FS Web Application proxy server
          3. Basic testing of Active Directory Federation services
        2. Summary
      15. 9. Deploying a Hybrid Infrastructure – Directory Synchronization
        1. Deploying Directory Synchronization
          1. Confirming preparation specifications
          2. The DirSync readiness wizard
          3. Installing Azure AD Connect
          4. Verify healthy Directory Synchronization
          5. Advanced filtering options
          6. Synchronization schedule
          7. Manual syncing
        2. Summary
      16. 10. Deploying a Hybrid Infrastructure – Exchange Hybrid
        1. Deploying Exchange Hybrid
          1. Confirming preparation specifications
          2. Creating a hybrid configuration
        2. Summary
      17. 11. Performing a Hybrid Migration
        1. Preparing the end user for Office 365
          1. End user self-deployment
          2. Distribution from a software deployment service
        2. Performing a migration from the Exchange Admin Center
          1. Migration batches
          2. Endpoints
        3. Summary
      18. 12. Post Migration Considerations
        1. On-premises resource changes
          1. Shared mailboxes
          2. Conference rooms
          3. Public Folders
            1. Configuring hybrid Public Folders
              1. Downloading and preparing scripts
              2. Configuring synchronization
              3. Configuring Office 365 Public Folder access
        2. Changing your MX record in a hybrid configuration
        3. Summary
      19. 13. Additional Hybrid Solution – Lync Online/Skype for Business
        1. Overview of a Skype for Business hybrid
          1. Benefits
          2. Restrictions
          3. Considerations
            1. Supported clients
        2. Configuring a Skype for Business hybrid
          1. Firewall ports
          2. DNS records
          3. Skype for Business on-premises server configuration
            1. Checking for installation of correct version of Skype for Business Online PowerShell module
            2. Identifying the tenant's SFB admin URL
            3. Configuring access edge policy
            4. Defining new hosting provider
          4. Skype for Business Online configuration
          5. Moving users
            1. Office 365 to on-premises
            2. Managing users in the cloud
        3. Summary
      20. 14. Additional Hybrid Solution – SharePoint Online
        1. Overview of a SharePoint hybrid
          1. Benefits
          2. Supported topologies
            1. Outbound hybrid
            2. Inbound hybrid
            3. Two-way hybrid
          3. Restrictions
          4. Considerations
        2. Implementing a SharePoint hybrid configuration
          1. Software requirements
          2. Reverse proxy
          3. Configuring trust relationship
            1. Certificates
          4. OneDrive for Business
        3. Hybrid search
          1. Enabling services
          2. Configuring AD sync
          3. Configuring site-to-site trust
            1. Replacing default Security Token Service (STS) certificate
        4. Configuring server-to-server authentication
        5. Configuring result source
        6. Configuring query rules
        7. Hybrid Business Connectivity Services
        8. Summary