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Moving to Office 365: Planning and Migration Guide

Book Description

This book takes a concentrated look at the very latest best practices for Office 365 migration, with a focus on the needs of senior managers, IT managers, and others involved in key decisions when moving their business to the cloud.

Based on popular chapters in his first book, Office 365: Migrating and Managing Your Business in the Cloud (Apress Open, co-authored with Don Crawford), author Matt Katzer revises and expands on his original material to bring you the very latest guidance on planning methods, management best practices, personnel decisions and migration and maintenance costs, along with brand new material on some of the most important and cutting-edge considerations when moving your business to the cloud: securing company data, and driving social collaboration in the workplace.

Cloud technology provides a tremendous opportunity for an organization to reduce IT costs, and to improve productivity with increased mobile access, simpler administration, better security, and enterprise social collaboration. Those businesses that embrace the advantages of the cloud will receive huge rewards in better security, productivity and lower total cost of ownership over those businesses that choose to ignore it. The challenge for those charged with implementing Microsoft Office 365 is to maximize these advantages with minimal disruption to their organization. Moving to Office 365 provides practical help in moving your business to the cloud and covers the security, planning, migration and the follow-on management of the Office 365 cloud services, with an emphasis on securing your corporate information in the cloud.

Table of Contents

  1. Cover
  2. Title
  3. Copyright
  4. Contents at a Glance
  5. Contents
  6. About the Author
  7. About the Technical Reviewers
  8. Acknowledgments
  9. Introduction
  10. Chapter 1 : Why Office 365
    1. Office 365: The New Cloud Challenge
      1. Customer Segments
    2. RDCC’s IT Requirements
      1. Strategic Overview
      2. On-Premises and Cloud Resource Requirements
      3. More RDCC IT Issues
    3. RDCC Cloud Solution
      1. Cloud Requirements
      2. Office 365 Business Savings for RDCC
      3. Summary of RDCC On-Premises Requirements
      4. Migration Cost and Approaches
    4. The Big Decision: On-Premises or Cloud Solutions?
      1. Next Steps for RDCC
    5. Summary
    6. Next Steps
  11. Chapter 2 : Understanding the End User Experience Using Office 365
    1. A Day in the Life of an Office 365 User
    2. Where to Start with Office 365? A Hands-on Tutorial
    3. Logging in to Office 365
    4. Accessing Outlook Web Application (OWA)
    5. Setting Outlook Options
    6. OneDrive for Business: Overview
    7. Document Collaboration
    8. Office 365 Delve Configuration
    9. Office 365 Yammer Configuration
    10. Accessing the SharePoint Team Site
    11. Office 365 Team Site: “FastTrack”
    12. Office 365 Team Site: “Contoso”
    13. Office 365 Desktop Tools
    14. Using Skype for Business
    15. Data Loss Prevention
    16. Device Configuration
    17. Office 365 and Enterprise Mobility Suite
    18. Microsoft Intune
    19. Summary
    20. Reference Links
    21. Next Steps
  12. Chapter 3 : Office 365: The Apps
    1. It Is All About the Apps!
      1. Where to Start?
      2. Using Excel Online to Collaborate
      3. Editing Excel files in Office 365
      4. Verify That Sharing Is Enabled
      5. Preventing OneDrive for Business Data from Being Shared
      6. Protecting Data That Is Shared
      7. Office 365 Word, PowerPoint, and OneNote
      8. Collaborating with Outlook Web Access
      9. Collaborating with Skype for Business
    2. Business Management Tools
      1. Delve
      2. Power BI
      3. MS Account: Setup and Configuration
    3. Summary
    4. Reference Links
    5. Next Steps
  13. Chapter 4 : Security Best Practices
    1. A Step Back in Time
    2. What Is Single-User Identity?
    3. Looking at Employees and Their Use of Business Services
    4. How Does Single Identity Work?
    5. Single-User Identity vs. Device Management
    6. How Can Single-User Identity Help Manage IT Resources?
    7. Cloud Identity and Single-User Identity
    8. Data Governance Concepts
      1. Immutability
      2. Audit Policy
      3. Information Immutability
      4. Office 365 Archiving and Retention
      5. Data Loss Prevention
    9. Overview of Office 365 Compliance and Discovery
      1. Compliance Settings
    10. Summary
    11. Reference Links
    12. Next Steps
  14. Chapter 5 : Deployment Step by Step
    1. Purchasing Office 365
    2. Configuring Office 365
      1. Step 1: Purchase Your Office 365 Services
      2. Step 2: Validate Your Domain(s) to Microsoft and Add DNS Records
      3. Step 3: Configure Skype for Business (S4B)
      4. Step 4: Configure Yammer Enterprise for Office 365
      5. Step 5: Linking Office 365 into Azure Active Directory and Intune (Paid Subscriptions Only)
      6. Step 6: Load Users and Assign Licenses or Use Federation/Azure AD Connect
      7. Step 7: Install Directory Synchronization/Azure AD Connect (Optional)
      8. Step 8: Manually Installing PowerShell (Optional)
      9. Step 9: Migrate E-mail
      10. Step 10: Set Mail Flow
      11. Step 11: Configure Desktop and Mobile Devices
      12. Step 12: Configure External Devices
      13. Step 13: Cleanup
    3. Final Check List
      1. Test Group or Staged Migration
    4. DNS Trouble Shooting
      1. Onboarding Users
      2. Bulk-loading Users Through Azure AD Connect
      3. Manually Bulk-Loading Users
    5. Onboarding E-mail
      1. PST Mail Migration to Office 365
      2. Migrating E-mail with BitTitan’s MigrationWiz
      3. Using the Microsoft Office 365 Migration Tool
    6. Summary
    7. Reference Links
    8. Next Steps
  15. Chapter 6 : Workstation Setup Configuration for Office 365
    1. Office 365 Subscription Overview
    2. Different Versions of Office Software
    3. Installing Office 365 Software
    4. Configuring Office 2016
      1. Step 1: Start Outlook and Create a New Profile
      2. Step 2: Enter Your Name and E-mail Address
      3. Step 3: Verify the Office 365 Connection
      4. Step 4: Configuring OneDrive for Business
      5. Step 5: Configuring Skype for Business
      6. Step 6: Configuring Smartphones and Tablets
      7. Setup Summary
    5. OneDrive for Business: Planning for Personal and Team Site Document Storage
      1. Step 1: Office 365 OneDrive for Business Configuration
      2. Step 2: Add OneDrive for Business to Your Desktop
      3. Step 3: Launch OneDrive for Business on Your Local System
      4. OneDrive for Business Configuration
      5. OneDrive: Checking Storage Allocation
    6. Skype for Business: Manual Configuration
    7. Office 365 Encryption
    8. Office 2007/2010: Desktop Setup Configuration
    9. Outlook 2007/2010/2013: Manual Configuration for Office 365
      1. Step 1: Run the PowerShell Command to Retrieve the ExchangeGuid Server ID
      2. Step 2: Configuration of Outlook
    10. Setting Outlook to Prompt for a Profile
      1. Step 1: Select the Control Panel
      2. Step 2: Select Mail 2016 and Configure Profile
      3. Step 3: Set the Profile Option to Prompt
    11. Summary
    12. Reference Links
    13. Next Steps
  16. Chapter 7 : Managing Your Office 365 Deployment
    1. Office 365 Administration Overview
    2. Preparing to Administer Office 365
      1. Final Checklist
    3. Common Office 365 Administration Tasks
    4. Office 365 Administration Center
      1. Administrator Roles
      2. Config: Adding, Deleting, and Restoring Users
      3. Users: Renaming
      4. Billing: Adding/Changing and Decreasing Licenses
      5. Config: Password Expiration
      6. Config: Password Multi-Factor Authentication
      7. Config: Groups (Office 365 and Security Groups)
      8. Partner Administrators
      9. Config: External Sharing
      10. Config: Domains
    5. Exchange Admin Center
      1. Exchange Administration Roles
      2. Default User Role Defined
      3. Exchange: Conference Room, Configuration
      4. Exchange: Conference Room, PowerShell Modification
      5. Exchange: Adding an Alias E-mail Address to a User
      6. Exchange: Changing a User E-mail Account Primary Domain
      7. Exchange: Adding Shared Mailbox
      8. Exchange: Adding a Distribution Group
      9. Exchange: Using Alias to Send to/Receive from E-mail
      10. Smartphone Management from Exchange
    6. Skype for Business: Administration
      1. Skype for Business: Federation
      2. Skype for Business: Voice
      3. Skype for Business: Conferencing Add-on
      4. Yammer
    7. OneDrive for Business
    8. PowerShell
      1. PowerShell: Setting Up for Skype for Business and SharePoint
      2. PowerShell: Using the Standard Header for MS Online Services and Exchange
      3. Cloud Solution Provider: Office 365
      4. Nuvolex: Managing Office 365
      5. Troubleshooting: Autodiscover
      6. Troubleshooting: Creating a Bootable USB Stick
    9. Summary
    10. Reference Links
    11. Next Steps
  17. Chapter 8 : Glossary
  18. Index