Module 1

Planning and provisioning

Office 365
Module Overview

• Overview of Office 365

• Provisioning an Office 365 tenant
• Planning a pilot deployment
Lesson 1: Overview of Office 365

• Office 365 core components

• Office 365 additional components
• Office 365 Business subscriptions
• Office 365 Enterprise subscriptions
• Office 365 Education, Nonprofit, and Government
subscriptions
• Planning the Office 365 subscription
• Overview of the Office 365 administrative portals
• Discussion: How will you use Office 365 in your
organization?
Office 365 core components

Skype for
Exchange Business Office 365 Microsoft
Online Online ProPlus Teams

Azure AD
 Office 365 additional components
Product Plan Includes

SharePoint Online Enterprise social experience

Project Pro for Subscription version of Project Professional

Office 365 client software
Project Online Online-only version of Project Server, delivering
enterprise project, program, and portfolio
management
Project Online with Subscription version of Project Professional
Project Pro for client with online capabilities of Project Online
Office 365
Microsoft Office Visio Subscription version of the advanced
Pro for Office 365 diagramming software

Microsoft Cloud based platform that provides ERP and

Dynamics 365 CRM functionalities
Azure Information Technology that helps to enhance the security
Protection of documents in your organization and to
provide classification services
Office 365 Business subscriptions

• Office 365 Business subscriptions include:

• Office 365 Business Essentials
• Office 365 Business
• Office 365 Business Premium

• Office 365 Business subscription features include:

• Online versions of Office applications, including Word,
Excel, and PowerPoint
• Cloud file storage and sharing capabilities with 1 TB
storage per user
• Capacity for a maximum of 300 users
 Office 365 Enterprise subscriptions

• Office 365 Enterprise subscriptions include:

• Office 365 E1
• Office 365 E3
• Office 365 E5
• Office 365 Enterprise subscription features include:
• Online versions of Office applications, including Word, Excel,
and PowerPoint
• Cloud file storage and sharing capabilities with 1 TB storage
per user
• Email, IM, audio/video, and web conferencing
• Compliance tools
• Intranet site and corporate social network
• Unlimited number of users
• Option to choose Office 365 ProPlus
Office 365 Education, Nonprofit, and
Government subscriptions
Office 365 Nonprofit
Business Essentials
Office 365 Education
Office 365 Nonprofit
Business Premium
Office 365
Office 365 Nonprofit

Office 365 Nonprofit E1

Office 365 Nonprofit E3

Office 365 Enterprise E1

(Government pricing)
Office 365 Government
Office 365 Enterprise E3
(Government pricing)
Planning the Office 365 subscription

When planning an Office 365 subscription,

consider:
• Business requirements
• Current IT infrastructure
• Change-management process
• Future organization growth
Overview of the Office 365 administrative portals

Office 365 administrative tools include:

• Web-based administrative portals:
• Office 365 admin center
• Exchange admin center
• Skype for Business admin center
• SharePoint admin center
• Security and Compliance Center
• Azure AD admin center

• Azure Active Directory module for Windows

PowerShell
Discussion: How will you use Office 365 in your
organization?
• What are your organization’s business requirements?
• How will Office 365 meet your organization’s
business requirements?
• Which Office 365 subscription would be most
suitable for your organization?

15 minutes
Lesson 2: Provisioning an Office 365 tenant

• Creating an Office 365 tenant

• Office 365 tenant options
• Planning for custom domains
• Adding a custom domain for Office 365
• Planning DNS zones for custom domains
• Configuring DNS records for custom domains
• Managing feature updates
Creating an Office 365 tenant

Provide valid external

Select plan email address

Click trial link

Validate sign-up Enter company data

 Office 365 tenant options

Field Value Required? Change Type

Country/Region Name Yes No Drop-down list
First/Last names Tenant admin Yes Yes Text field, 50-
character limit
Email Tenant admin Yes Yes Text field
email
Address 1 Tenant address Yes Yes Text
Address 2 info No Yes
Address 3 No Yes
City Company city Yes Yes Text
State/County Company state Yes Yes Drop-down or
text
Zip/Postal code Company Zip Yes Yes Text
Phone Contact phone Yes Yes Text
Organization name Name of the Yes Yes Text
tenant
company
Planning for custom domains

When planning for custom domains, consider:

• Additional Root domains
• Subdomains
• Domain adding order
• DNS record hosting
• Domain numbers
• DNS console access
• Not registering DNS
• Not changing all records
• DNS record propagation
Adding a custom domain for Office 365

1. Check ownership of the domain

2. Check you have access to the DNS console
3. Check that you can make the required changes
to DNS records
4. Sign in to the Office 365 admin center
5. Confirm domain ownership in Office 365 by
adding an MX or TXT record to DNS
6. Change the default domain to the new domain
7. Add users and assign licenses
8. Set the domain purpose and finish configuring
DNS
Planning DNS zones for custom domains

• Custom DNS domains require the creation of

appropriate DNS records
• Clients use DNS records to connect to Office 365
services
• Custom DNS zone scenarios:
• Internal DNS zones and external DNS zones have
different names
• Internal DNS zones and external DNS zones have the
same name – Split-brain DNS
Configuring DNS records for custom domains

DNS records required for Office 365 include:

Exchange Skype for Office Mobile Device Microsoft
Online Business 365 Management Online
Online Single for Office 365 Services
Sign-On Sign-In
Assistant
MX, SRV, SRV, Host (A) CNAME CNAME
CNAME, CNAME
TXT
Managing feature updates

Feature updates in
Office 365

First release
Standard release:
As per the
Microsoft default Entire Select
release schedule organization people
Lesson 3: Planning a pilot deployment

• Comparing an Office 365 pilot to the traditional

deployment process
• Discussion: How did your organization implement
Office 365?
• Overview of the Office 365 pilot phase
• Gathering customer requirements
• Identifying customer constraints
• Identifying pilot users
• Evaluating the pilot deployment
• Planning the production deployment
• Overview of deployment tools
• Using Microsoft FastTrack for Office 365 onboarding
 Comparing an Office 365 pilot to the traditional
deployment process

Pre- Post-
Plan Prepare Migrate
Deployment Deployment

1 2 3 4 5 6 7 8 9 10 11 12 ….

Pre Plan Prepare Migrate Post

First Mailbox

Note: Timeline in Weeks

Do not treat a cloud deployment like an on-premises

deployment
Comparing an Office 365 pilot to the traditional
deployment process
The FastTrack deployment process
• Gain real-world benefits
• Achieve production use

Pilot Deploy Enhance

Experience value early; Implement full features;

discover cloud advantage meet organizational needs
Discussion: How did your organization
implement Office 365?

How did your organization implement Office 365?

15 minutes
Overview of the Office 365 pilot phase

Office 365 pilot objectives:

• Deliver a predictable and consistent pilot
experience for the customer
• Demonstrate expertise with Office 365
• Gain a detailed understanding of the customer’s
environment and priorities
• Highlight next steps for deployment beyond the
pilot
• Rapidly transition to service delivery in the
customer environment
Overview of the Office 365 pilot phase

Pilot phase activities include:

• Checking prerequisites
• Setting up pilot domains
• Adding users
• Connecting existing email accounts
• Setting up collaboration sites
• Preparing pilot users
• Testing the pilot
• Running the pilot
• Completing the pilot
Overview of the Office 365 pilot phase

Pilot phase outcomes include:

• Provision the Office 365 service
• Create the initial users in the service
• Enable active use of email by pilot users
• Deploy Office 365 ProPlus to pilot users
(if required)
• Enable user evaluation of Office 365 services
• Validate the service integration into the customer
landscape
• Establish an Office 365 environment that can
move to production
Gathering customer requirements

• Industry sector
• Number and types of users
• Geographic spread and working patterns
• Device types and operating systems
• IT department size, location, and management style
• Workloads and migration requirements
• Management attitude toward cloud services
Identifying customer constraints

• Lack of management support for Office 365

• Lack of IT department support for this change
• Costs/funding
• Competition
• Data storage requirements
• Bandwidth
Identifying pilot users

Select pilot users who are:

• Full-time employees
• Trained information workers
• Representative of the overall function of the
company
• Of different age, experience, and seniority within
their department
• Prepared to provide feedback on the pilot
Evaluating the pilot deployment

• Extending the pilot

• Continue user pilot
• Expand the scope

• Ending the pilot

• Return the environment back to its original state
• Identify the reasons for non-conversion
Planning the production deployment

Planning production deployment include:

• Planning for the Office 365 Service
• Service options
• Identity planning
• Mail migration planning

• Planning the customer's environment

• Raise awareness
• Plan for transition
Overview of deployment tools

• TechNet Center for Office 365

• Office Blogs

• Office 365 Trust Center

• Office 365 Service Descriptions

• Office 365 Roadmap

• Microsoft Planning Services

Using Microsoft FastTrack for Office 365 onboarding

• FastTrack helps organizations move to Office 365

• FastTrack is available for organizations that
purchase a requried number of Office 365 licenses
• FastTrack includes best practices, tools, resources,
and remote personalized assistance by Microsoft
engineers
• FastTrack also includes migration support in
selected scenarios
Lab: Provisioning Office 365

• Exercise 1: Configuring an Office 365 tenant

• Exercise 2: Configuring a custom domain
• Exercise 3: Exploring the Office 365 administrator
interfaces

Logon Information
Virtual machines: 20347A-LON-DC1
20347A-LON-CL1
User name: Adatum\Administrator
Adatum\Holly
Password: [Link]
Estimated Time: 75 minutes
Lab Scenario

A. Datum Corporation is considering moving some of the

core on-premises services such as Exchange Server, Skype
for Business Server, and SharePoint Server to Office 365.
The project steering committee needs to ensure that
Office 365 can provide the required functionality, and
accommodate the corporate security and compliance
requirements. To get started, A. Datum has decided to
begin a pilot deployment of Office 365 for a group of
users in the London office.
As one of the most experienced IT admins at A. Datum,
you are responsible for implementing the pilot project.
To start, you need to configure the Office 365 tenant, and
then configure the custom domain that your organization
uses. You also need to ensure that you are comfortable
with the Office 365 administrator interfaces.
Lab Review

• Why is it important to specify the correct

country/region when you set up an Office 365
account?
• What ports need to be open to ensure client
communications with the Office 365 environment,
and for what are those ports and protocols used?
Module Review and Takeaways

• Best Practices
• Review Question