Session: CEO206 Mike Crowley Planet Technologies www.go-planet.com 1
Agenda Pilot definition Planning Technologies Rollback 2
Vocabulary Proof of Concept (POC) Pilot Demonstrate the service works May or may not integrate to your production environment Move real production users and/or services Integrates with your production environment 3
Types of Pilots Simple No SSO requirement No email content migration Complicated Rich-Coexistence / Hybrid Non-Microsoft email platform Multi-forest 4
Evaluation Areas Client Experience Office Outlook Web App IMAP & POP Macintosh clients Outlook Anywhere Blackberry devices Single Sign ON MAPI Mailbox sizes Unified Messaging ActiveSync devices PST Files Impacts to Mail Flow SMTP relay services Message hygiene Public folders SMTP smart hosting Connectors to other systems LOB app integration Transport rules Data Management and Security Implications Network security Legal and regulatory implications Information Rights Management Network connectivity Archiving and journaling Auditing Data isolation Signing and encryption Ramifications on Business Operations Provisioning and Planning Concerns Service continuity Scheduled maintenance Active Directory Integration Disaster recovery testing Adoption rates for new releases Capacity and performance planning Service Level agreements
Defining Goals Identifying a comfortable migration pace Refining end-user communications Flushing out problems with user accounts Learning more about the service Identifying migration blockers 6
Participant Selection First Pilot Forgiving IT staff Second Pilot Non-technical normal users Eager executives All end-user software combinations should be represented. All pilot users must agree to provide feedback Pilots don t always go according to plan. Users should understand this and be able to tolerate service outages. Ideally pilot users want the project to succeed! 7
Capturing User Feedback End-user survey: Were your expectations met? Did you receive any unexpected pop-ups? Did you contact IT support for any reason? Do you consider your migration complete? Any other feedback or recommendations? Help desk calls Properly tracked? 8
Known Service Limitations Mailbox size limits Generally 25GB varies with plan Message size limits 25MB Outlook, 10MB OWA Recipient limits 500 recipients /message, 1500 recipients /day Message rate limits 30 messages /min Retention limits More Varies 9
Pilot Documentation Project plan Configuration specifications Failure mitigation Migration procedures Communication plan Pre-migration survey Post-migration survey User tracking log Issue log 10
Tools 3 rd party data migration Deployment Readiness Tool Exchange Client Network Bandwidth Calculator ExDeploy ExRCA PowerShell 2.0 SCCM 11
Building the Test Environment New Technologies Active Directory Federation Services 2.0 ADFS Proxies? Forefront TMG? Microsoft Online Services Directory Synchronization tool Exchange 2010 SP2 Coexistence Server 3 rd Party migration tools? Load balancers? Client software 12
Building the Test Environment Existing Technologies Legacy Exchange servers Legacy client software SMTP dependent applications Corporate firewalls 13
Closer Look: DirSync Configure DirSync before ADFS 32-bit & 64-bit available DirSync uses ILM/FIM Requires 2 service accounts Unsupported things that I ve done anyway: Install DirSync x64 on an ADFS server Select OU structures to sync (vs. the whole forest) 14
Pilot Topology 15
Closer Look: ADFS 2.0 Download from Microsoft May require UPN scripting Requires a trusted certificate Proxy Servers are not domain joined Listens on TCP 443 Requires external DNS record Wizard driven 16
Closer Look: Hybrid Configuration Wizard New in Service Pack 2 Automates ~50 steps Configures: Native mailbox move Free/busy and calendar sharing Secure mail Exchange Online Archiving Message tracking Multi-mailbox search Outlook Web App redirection Mailtips 17
Closer Look: Software Requirements ActiveSync Devices Point them to m.outlook.com or <podnumber>.outlook.com AutoDiscover may reconfigure them, but probably not. Entourage 2008 or Outlook 2011, or any EWS Client http://onlinehelp.microsoft.com/en-us/office365-enterprises/hh180727.aspx Microsoft Office Software Requires Office 2007+ Requires Microsoft Online Services Sign-In Assistant (IDCRL7) Requires the following updates: KB2289158, KB2435954, KB2596993, KB2597011, KB2523130, KB2583935, KB2597051, KB2566458 Some of these updates apply to products you may have installed, but are not using within Office 365 (e.g. Lync). You need to install the updates anyway. Most of these updates are included within Office 2010 SP1 (last time I checked) 18
Rollback Stand-alone Exchange Online: Use Outlook to export Kiosk users cannot use Outlook 3 rd party tools Hybrid Exchange Move mailboxes back Disable DirSync (KB 261906) Remove connectors Remove Organization Relationship Remove Federation Trust Hybrid Configuration object? More: http://go.microsoft.com/fwlink/p/?linkid=236031 3 rd Party Update SMTP addresses? Migration tools? 19
Monitoring the Pilot Migration throughput Resource consumption Service health SCOM (User logins, etc.) Service Dashboard and/or RSS feed 20
Your Feedback is Important Please fill out a session evaluation form drop it off at the conference registration desk. Planet Technologies: http://go-planet.com Thank you! Mike Crowley: http://mikecrowley.us 21