How to flatten out the CapEx and OpEx associated with headcount/headache of application and OA services

1. Business Productivity Online SuiteProof of Concept Program Partner Logo Goes Here

2. Agenda Welcome Introduction to the Business Productivity Online Suite Trial Account Configuration Migration Overview Additional Resources

3. Welcome

4. Objectives Understand what the Business Productivity Suite (BPOS) of Online Services is and how it can address your business needs Discover the benefits of working with a Microsoft Partner who can guide you through the BPOS Proof of Concept (PoC) and beyond Receive a set of customized resources at the end of the pilot that can ease your move to BPOS Know where to find additional resources

5. Why Engage in a Proof of Concept Program? Offers a proven roadmap to ease your adoption Helps demonstrate why Microsoft’s Software + Services solution is the best fit for your business needs Provides guidance to help you successfully engage with the Business Productivity Online Suite Reduces risk by providing an opportunity to identify and mitigate potential migration issues

6. What You Get from the Proof of Concept Customized resources to streamline your move to BPOS Evaluation Plan Project Plan Change Management Plan Communication Plan Migration and PoC Plan Fully functional BPOS environment Up to 20 seats fully deployed Sample Microsoft® SharePoint® sites (Optional) System configured to work with your on-premise Microsoft Active Directory®

7. Microsoft Partners Guide You from Beginning to End

8. Introduction to the Business Productivity Online Suite The BPOS Set of Services Matching Services to Your Workers’ Needs

10. Exchange Hosted Services

13. Austria

14. Belgium

15. Canada

16. Denmark

17. Finland

18. France

19. Germany

20. Ireland

21. Italy

22. Japan

23. Netherlands

24. New Zealand

25. Norway

26. Portugal

27. Spain

28. Sweden

29. Switzerland

30. United Kingdom

32. French

33. German

34. Spanish

36. Dublin

37. Singapore

38. Amsterdam*

39. Hong Kong**Data centers used for geo-redundancy

40. Microsoft Data Center Locations Amsterdam Dublin,Ireland Chicago, Illinois Quincy, Washington Europe Asia North America Hong Kong Africa Singapore Central andSouth America Australia Approved data center locations for external public disclosure. Microsoft has between 6 and 100 DCs worldwide.

42. E-mail, shared calendar, and contacts

43. 25 GBmailbox storage per user

44. Anywhere access

46. Built-in antivirus and anti-spam via Forefront Online Security for Exchange

47. Multi-layer data protection

48. Optional compliance archiving

49. Flexible Deployment

50. Online and on-premises coexistence

51. Active Directory synchronization

52. Data migration

53. Supports both standard and Deskless workers

54. Simplified Management

55. Intuitive Web-based Administration Center

56. Use your own domain

57. Single sign-in access to services

59. Collaboration

60. Intranet portals

61. Enterprise content management

62. Search

63. Business process forms

64. Security and Availability

65. Access Control and antivirus

66. Multi-layer data protection

67. Data backup

68. 24x7 support

69. 99.9% Service Level Agreement

70. Flexible Deployment

71. Online and on-premises coexistence

72. Data migration

73. User segmentation

74. Supports both standard and deskless workers

75. Simplified Management

76. Unified Administration Center

77. Single sign-in access to services

78. Always up-to-date software

79. Recycle BinWhat’s in SharePoint Online?

81. Engage audiences in online meetings

82. Streamline communications

83. Up to 250 attendees

84. Small collaborative meetings to large events

85. Hosting Collaborative Meetings

86. Share and record meetingpresentations, discussion, and notes

87. Highlight key aspects of presentation

88. Interactive tools including whiteboard and annotation tools

89. Rich Media and Video Conferencing

90. Connect remote participants and teams

91. Dynamic audio and video

92. Group breakout

93. Distribute handouts

94. Reliable and Secure

95. Trustworthy reliable service

96. Enhanced security

98. Instant messaging and presence

99. Group IM

100. Address Book search

101. Distribution list expansion

102. File transfer*

103. 1:1 audio and video*

104. Security and Availability

105. Instant messaging encryption

106. Instant message filtering

107. Multi-layer data protection

108. Integrated User Experience

109. Office integration – Presence and IM

110. Exchange integration – Calendar

111. SharePoint integration

112. Single Online Services Sign-On

113. Simplified Management

114. Intuitive Web-based Administration Center

115. Single sign-in access to services

116. Always up-to-date softwareWhat’s in Office Communications Online? * Limited to two PCs on the same corporate network (no firewalls or NAT devices between the parties)

118. Satisfy retention requirements for e-discovery and compliance

119. Encrypt data to preserve confidentialityINTERNET (Optional) (Included) SPAM COPY COPY (Optional)

120. Optional Service - Microsoft Dynamics CRM Online Full Sales, Service, and Marketing Suite Over 1 million users Choice of deployment: Online, Hosted, On-Premise, or hybrid Native Microsoft Office Outlook® experience Built-in integration to familiar Microsoft tools encourages fast user adoption and time to value Lower TCO: More value for less money Mobile access Offline data usage Powerful workflow Point-and-click customization 200 custom entities and workflows 5 GB storage

121. The Business Productivity Online Services Experience Integrated, Streamlined Communications Communicate and collaborate seamlessly across applications and devices E-Mail Web Conferencing Instant Messaging Document Sharing Presence Workflow Calendaring Mobility Offline Access Archiving

122. Introduction to the Business Productivity Online Suite The BPOS Set of Services Matching Services to Your Workers’ Needs

124. Efficient communication vehicles to interact with various roles in the workforce

125. Secure access to business intelligence information and document repositories to capitalize on new demand opportunities

127. Ability to access e-mail from shared workstations and confirm receipt of safety guidelines and alerts

128. Centralized online environment for daily task reporting and/or tracking

130. Standard license users can access:

131. Exchange Online

132. SharePoint Online

133. Live Meeting

135. Deskless workers can use:

136. Exchange Online (limited feature set)

137. SharePoint Online (limited feature set)

138. Deskless workers do not have access to:

139. Live Meeting

141. SharePoint Online License Comparison *Additional storage can be purchased as needed

142. Trial Account Configuration Signing Up for the Service Initial Tasks and Domain Verification Converting to Full Subscription Offboarding

143. Summary of Steps Obtain a Live ID Sign up for trial account Associate a Live ID with the account Enter company information Set up initial domain Record your trial registration access information

144. Obtaining a Free Live ID Go to http://login.live.com Can associate any existing mail address with new Live ID (example, robin@contoso.com) A Live ID can only be associated with a single account

145. Signing Up for Free Trial Account Go to https://mocp.microsoftonline.com Trial is for 20 seats Lasts for 30 days Includes Standard aswell as Deskless Worker options

146. Entering Primary Contact Information in MOCP Select country Country choice scopes the services Do not use Partner Live ID Important information sent to associated Windows Live ID Important: Choose your primary contact information carefully

147. Company Information These details are used to provide information about your company They do not materially affect deployment or use

148. Service Usage Address Determines which services are available Determines which data center your data will reside in Used for billing purposes

149. Initial Domain Setup Enter Promotional Code (if available) Domain name relates to microsoftonline.com identity This new domain is used as a default when you start the trial You can use your corporate domain if needed

150. Receiving E-mail Instructions BPOS account access details are mailed to your Live ID e-mail address

151. Trial Account Configuration Signing Up for the Service Initial Tasks and Domain Verification Converting to Full Subscription Offboarding

152. Summary of Steps Access the Administration Center Validate your domain Define alternate e-mail addresses Specify authoritative domain or external relay Enable inbound messages Set default domain

153. Accessing the Administration Center Browse to https://admin.microsoftonline.com Change Password on first log on

154. Initial Tasks Administration Center Home page displays initial tasks that should be completed

155. User Domains Service administrators can add User domains for a company User domains Can be used with or without Exchange Services Provide simplified log on, for example, toby@contoso1.microsoftonline.com becomes toby@contoso.com Send/receive e-mail with user domain Cannot be used with Microsoft SharePoint Online sites Multiple user domains can be added Adding a user domain does not affect mail routing as only DNS changes determine routing {.} .com .edu .gov

156. Validating Your Domain DNS domains must be verified before use Domain verified by adding a DNS entry Control of DNS proves ownership of the domain Subdomains do not require validation Verification in the Administration Center Run Verification Wizard Generates a CNAME record to add Add the CNAME record your DNS system Complete validation in Administration Portal DNS replication timing may delay validation Timeout (TTL) for DNS caching is not standard Often happens within minutes Typically not longer than 24 hours {.} .com .edu .gov

157. Alternate E-mail Address Create alternate e-mail addresses for: Multiple identities on a single account Multiple forms of same name Special function names such as help@contoso.com Multiple domains for same mailbox Only allows validated domains Used only for outgoing e-mail in populating “From:” Set default e-mail address if needed

158. Authoritative vs. External Relay All domains are set up as either Authoritative or External Relay Domain needs to be validated in either case Use Authoritative when all mail is sent to and from microsoftonline.com Set MX Record for the domain to Microsoft Online Turn on inbound e-mail Use External Relay when incoming mail is routed from an on-premise server Used primarily for coexistence scenarios MX Record is not modified Turn off inbound e-mail Incoming E-mail On-premise System BPOS Account External Relay Example

159. Enable Inbound Messages Inbound messaging disabled by default for custom domains Cannot enable Inbounduntil ownership is validated(as shown) Enabling Inbound calls EHS,and adds the domain Requires MX record change Enable for Authoritative domains Potential 1–2 hour delay DNS caching must refresh Internal records need to update

160. Setting the Default Domain After validation, optionally set new domain to default Default domain is then assigned to all new users Update existing users for new default using an alternate e-mail address

161. Additional Suggested New Administration Tasks Create new admin account Validate custom domains Set default domain Add users, including at least oneadditional user with administrativerights Additional tasks include: Enable Office Communications Server Create SharePoint collections and grant access

162. Trial Account Configuration Signing Up for the Service Initial Tasks and Domain Verification Converting to Full Subscription Offboarding

163. Summary of Steps Note your trial expiration date Work with your Microsoft Partner to sign up for your BPOS subscription Subscribe to service notifications Assign your Partner of Record Learn about BPOS support options

164. Schedule Trial Expiration Date Customer Portal access: https://mocp.microsoftonline.com/

167. Assigning the Partner of Record Selecting a Partner does notcost you anything* Your Partner can help with yourtrial and migrationprocess, plusongoing support *If Partner-led PoC, Partner will already have provided this information Microsoft strongly recommends assigning a Partner of Record to ensure optimal customer experience during trial/purchase/migration/support

168. Support Planning Support from MOCP is available from the portal https://mocp.microsoftonline.com/Site/Support.aspx Support is available 24x7 from Microsoft End user support is available via Partners Premier support is an available option Technical Contact will receive service notifications and information about service updates RSS feed announces planned and unplanned outage events Online support in Administration Center on Support tab Telephone support in multiple languages See Help and How to Contact Technical Support Online Services Help Contact Technical Support

169. Trial Account Configuration Signing Up for the Service Initial Tasks and Domain Verification Converting to Full Subscription Offboarding

170. Offboarding / Back-Out Plan Offboarding is the process of rolling back (backing out) of your BPOS environment and returning to your previous environment While offboarding is not an expected action, a best practice is to be prepared to back out of your BPOS migration at any time To eliminate the need to offboard e-mails, you may opt for e-mail coexistence as part of your PoC strategy Coexistence is a type of migration methodology that is described later in this deck Prepare a back-out plan Provides the details on the procedures and ramifications of backing out of BPOS Export data when service subscription is active Deskless and expired subscriptions require service administrator assistance After cancelling a subscription, the account exists in a disabled phase

171. Best Practice Summary Carefully consider choice of Live ID Select the default microsoftonline.com domain Specify partner of record Place reminder in calendar for expiration date Request time extensions and seats Subscribe to RSS feed for notifications Add a new administrator Validate user domain and set to default Create an offboarding plan

172. Migration Overview SharePoint Online Exchange Online

173. Migration to SharePoint Online BPOS PoC Kit includes a PoC and Migration Plan Provides guidance for migrating shared folders and other data to SharePoint Online SharePoint Designer may be helpful in moving site look-and-feel and templates Third-party tools are available On-premise System BPOS Account

174. SharePoint Online Training Training in advance of deployment can greatly improve user satisfaction SharePoint is a rich product with many features that can improve productivity Training is available through free webcasts at www.technet.com, ILT, demos, and labs online at microsoft.com Landing page for on-demand and upcoming webcasts: http://www.microsoft.com/events/series/onlineservices.aspx SharePoint Online Application Capabilities Webcast: http://www.microsoft.com/events/series/onlineservices.aspx?tab=Webcasts&seriesid=128&webcastid=5060

175. Migration Overview SharePoint Online Exchange Online

176. Exchange Migration Process Example Exchange Consideration Sign Up for Trial Set Up Mail Coexist Bulk Account Creation Exchange Mailbox Cleanup MX Record Switch Over On-Premise Exchange Management AD Clean up Account Management ID Pilot Group Verify SMTP Domain Install On-Premise Tools Establish Dir Sync Activate and Migrate Pilot Users Pilot Verification Activation Notification Mailbox Migration User Configuration

177. Migrating to the Business Productivity Online Suite 3. Establish Coexistence 2. Preparing 1. Planning (Read Doc) Sign up for Trial Add and Verify SMTP domains Enable TLS for mail to/from MOS Enable MSOL for Coexistence Install/configure and perform DirSync GO Admin Portal DNS Administration On-Prem ExchangeAdmin Admin Portal MSOL Directory Sync Tool 5. Post Migration 4. Data Migration Activate users/Configure Service Client (License) Migrate mailbox data and forward mail Install and configure Migration tools Disconnect mailboxes Switch MXrecord to MSOL DNS/ISP Provides DNS Administration Admin Portal MSOL Migration tools MSOL Migration tools

178. Establish Directory Synchronization Exchange Consideration Sign Up for Trial Set Up Mail Coexist Bulk Account Creation Exchange Mailbox Cleanup MX Record Switch Over On-Premise Exchange Management AD Clean up Account Management ID Pilot Group Verify SMTP Domain Install On-Premise Tools Establish Dir Sync Activate and Migrate Pilot Users Pilot Verification Activation Notification Mailbox Migration User Configuration

179. Coexistence Explained Coexistence refers to the transient or permanent state where active mailboxes exist both on-premise and online for the same e-mail domain Coexistence often occurs during non-Greenfield migrations as a transient state: Unlikely to complete migration of users/mailboxes over one weekend Important that mail flow is not interrupted during onboarding Important to provide design allowing for easy fallback to on-premise mailbox Coexistence uses the Directory Synchronization and Migration tools On-premise System BPOS Account

180. Flexible Deployment Choices Coexistence enables hybrid deployments that synchronize on-premise environments with Microsoft Online Services Branch Office HQ

181. Microsoft Online Migration Tools Includes no-cost tools that can be downloaded from the Administration Center

182. Directory Synchronization Tool Installs on the server that is part of customer Active Directory forest All users in the on-premise Active Directory must reside in the same forest Copies all users to the Microsoft Online Environment Continues to replicate updates in Active Directory to Online every 3 hours Creates the basis for coexistence after installation On-premise System BPOS Account

183. Experience During Coexistence (1 of 2) Unify Global Address List Online users have a rich Global Address List (GAL) experience, including manager, direct reports, contacts, and phone numbers On-premise and MSO users see the same GAL Modify accounts in the on-premise forest; changes are shown in the online content No need to manually create or update MSO identities Manage accounts in Active Directory rather than online Achieve uninterrupted mail flow between online and on-premise using the same e-mail domain On-premise System BPOS Account

184. Experience During Coexistence (2 of 2) Support core coexistence features with a shared GAL Manage online accounts by using the on-premise Active Directory to provide: Familiar tools and a single point for updates Easy to manage large numbers of users Simple to replicate Active Directory account state to Microsoft Online Services On-premise System BPOS Account

185. Coexistence Limitations Free/Busy separation between online and on-premise Conference room shared scheduling On-premise and online separation prevents delegation of mailbox access Office Communications Server presence is not reflected between on-premise and online Contacts are renamed to guarantee unique identity in online environment Example: “bob@contoso.com” in the on-premise environment is displayed as “bob@contoso.microsoftonline.com” in Exchange Online Regardless of the display name changing, mail sent to the contactwill still go to “bob@contoso.com” On-premise System BPOS Account

186. Microsoft Online Services Directory Synchronization Details Users, Groups, and Contacts All Users are synchronized as logon-disabled inactivated users All Contacts are synchronized and ready for use Groups are synchronized, if they are mail-enabled and use a verified online e-mail domain Passwords are not replicated Custom Active Directory attributes are not replicated Service accounts should not be replicated Synchronization is one way push to Online Changes added to online are not pushed to on-premise Manage user mail address and UPN in Microsoft Online Subsequent updates are deltas only Groups are synchronized as online distribution lists On-premise mail-enabled security groups are synchronized as distribution lists On-premise distribution lists and groups are synchronized as distribution lists

187. Mailbox Migration Local PST On-Premise Exchange POP3 IMAP Hosted Exchange 3rd Party Platform Microsoft Online Migration Tools Outlook Microsoft Online Migration Tools Microsoft Online Migration Tools Microsoft Online Migration Tools Third-Party Tools During the Pilot phase, migrate the mailboxes for your pilot users Depending on the source platform (Exchange, Groupwise, Notes, POP/IMAP) there are mailbox migration tools available Exchange Server, Hosted Exchange, POP, and IMAP: Microsoft Online Services Migration Tools Windows PowerShell™ Third-party solutions including Lotus Notes, Groupwise: Visit the Microsoft Partner Solution Showcase at http://www.microsoft.com/online/partner/solutions-showcase.mspx

188. Self-Migration: Outlook PST files Using Outlook PST files: Export desired mail into PST Import into new online profile

189. Microsoft Online Services Migration Tools (Transporter) Microsoft Online Services Migration Tools support migration from: Microsoft Exchange 200x POP3 IMAP4 Microsoft Exchange Online The tools enable you to: Select mailboxes to move and scope by date range Remigrate without dataduplication Identify large mailboxes thatwould exceed the target

190. Migrating On-Premise Exchange to Exchange Online Imports directly from Exchange 200x to Exchange Online Enables migration of specific mailboxes, date ranges, and content Enables forwarding from on-premise to online Manages mailbox size Automatically rewrites e-mail address On-premise System BPOS Account

191. Migrating POP3/IMAP to Exchange Online POP3 mailbox Content moved directly into Exchange Online Requires list of mailboxes and passwords Can only migrate mailbox content, because calendar and other data is not available in POP3 IMAP Can move mail and directory structure IMAP directory structure can be mapped to Exchange Online using XML On-premise System BPOS Account

192. Migrating Hosted Exchange to Exchange Online Migration Tools support Hosted Exchange migration directly to Exchange Online Hosted Exchange server must be Exchange Server 2007 High-fidelity migration includes same capabilities as moving from Exchange on-premise On-premise System BPOS Account

193. Using Windows PowerShell to Automate Migration BPOS offers Windows PowerShell cmdlets to help automate the migration process Works with: Exchange Server Hosted Exchange POP3 and IMAP systems Enables you to develop a consistent and scalable automated migration process Gains greater level of control and granularity over your migration process Uses scripting to control specific actions such as: Activate users in bulk Migrate mailboxes in bulk Creating programmatic elements around your migration, such as e-mailing passwords automatically on creation of user account Reporting on mailbox statistics Troubleshooting migration issues Scheduling recurring tasks

194. Migrating Lotus Notes and Other Third-Party Platforms to Exchange Online Microsoft Online Services Migration Tools do not support migration from Lotus Notes or other platforms Third-party tools are available Recommendation: Engage a Microsoft Partner experienced in migration to Microsoft Online Migration partners also offer migration services, SharePoint migration tools, training, and other services On-premise System BPOS Account

195. Additional Resources

196. Resources BPOS 30-day free trial BPOS Trial Guide BPOS library on TechNet Complete system requirements Microsoft Online Services Online Help BPOS on-demand and upcoming webcasts Windows PowerShell Quick Start

197. Questions & Answers

198. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveSync, Forefront, Hotmail, Internet Explorer, Microsoft Dynamics, Outlook, PowerPoint, RoundTable, SharePoint, Windows, Windows PowerShell, Windows Server , and Windows Vista are registered trademarks or trademarks of Microsoft Corporation in the U.S. and/or other countries. All other trademarks are the property of their respective owners. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

199. Extra slides

200. System Requirements System software Windows 7, Windows Vista, Windows XP, Windows Server, or Macintosh OS X 10.4 Microsoft .NET Framework 3.0 SP1 or newer Web browser Internet Explorer 6 or newer Firefox 3 Safari 3 E-mail client software Microsoft Office Outlook 2003 or newer (Microsoft Office Outlook 2007 SP1 Recommended) Entourage 2004 (on Macintosh OS X 10.4), Entourage 2008 (on Macintosh OS X 10.5) Detailed list of requirements http://technet.microsoft.com/en-us/library/cc742593.aspx

202. Brings a background in enterprise software to new delivery models

203. Delivers enterprise class reliability and security

204. Offers 24/7 dedicated telephone support

205. Integrates with existing, familiar infrastructure

206. Enables coexistence with on-premises capabilities

207. Supports range of requirements from simple to complex

208. Enables organizations to manage and adapt to change

209. Provides choice of Web-based or desktop clients

210. Enhances productivity with full functionality software

211. Delivers richer capabilities (Portal, ECM, Collaboration)

212. Lowers costs and increases productivity with rich Web-conferencing