To the Cloud, from the Trenches: Best Practices for Migrating to Microsoft Office 365

1. OSP325 To the Cloud, from the Trenches: Best Practices for Migrating to Microsoft Office 365 Jorge R. Diaz Microsoft MVP | Exchange Server Architect Planet Technologies

2. About me… • Cloud Solutions Architect with Planet Technologies • Primary focus in State & Local Government and Education • Designed and deployed over 25 enterprise Office 365 solutions • Migrated over 75,000 users to Office 365 • Premier partner for BPOS to Office 365 transition support • Microsoft MVP | Exchange Server • MCITP: Office 365 Administrator • Blog: http://jorgerdiaz.wordpress.com • Twitter: @PlanetJorge

3. IntroductionThe Source • Customers environments vary not only from platform to platform but versions within each platform • Each migration is a unique scenario with hundreds of variables • Source environments we will discuss include:

4. IntroductionThe Destination

5. PlanningDiscovering the Environment • Tried and true fact: “What costs a dollar now will cost 100 dollars in a week and a 1,000 dollars in a month” • Understanding the existing environment, directory services infrastructure, dependent applications and end user configurations is critical to success • Don’t forget the business process, the technology is only a part of the puzzle, it is key to understand: • Who is responsible for each various task • How is information shared

6. PlanningCommon Discovery Tools • The Office 365 Deployment Readiness Tool: • http://community.office365.com/en-us/f/183/p/2285/8155.aspx • The tool discovers key information for the following areas: • Domains • User Identity and Account Provisioning • Exchange Online • Lync Online • SharePoint Online • Client and End User Experience • Network

7. demo Office 365 Deployment Readiness Tool

8. PlanningCommon Discovery Tools • Exchange Best Practices Analyzer • Exchange Connectivity Tester • https://www.testexchangeconnectivity.com/ • Office 365 DNS checker • http://www.testmyoffice365.com/

9. Source EnvironmentWhere are you migrating from? • Do you have Active Directory in place and how well is it maintained? • The source environment will drive key decisions moving forward • What are key features you need during your migration? • Can your migration be executed in short order or will it be a long process?

10. Source EnvironmentActive Directory Considerations • Based on the Readiness Tool how many objects are you migrating? • Why should you clean up your AD Prior to implementing? • UPN Considerations • What is your existing UPN? Is it routable? • Are there any applications that rely on the existing UPN? • Is your forest/domain functional level correct? • If not what are the implications of raising the functional level?

12. Source EnvironmentClient Considerations • What applications do your users currently use to access mail? • If they don’t use Outlook what is your training strategy? • User buy in can make or break any migration • How well maintained are the desktops, do they meet the minimum requirements? • What are the remediation strategies for non-compliant workstations? • What version of Office is installed across the board? • Do you have a software deployment package such as SCCM? • How will you update your workstations and how will it impact the migration timeline?

13. Source EnvironmentExchange 2003 Considerations • The fundamental way Exchange 2003 handles Free/Busy lookups is completely different than 2010 • What is the ‘right’ way to configure a hybrid server when 2003 is in the mix? • OWA UI changes dramatically, are your users ready for it? • What is your strategy for cutting services over to the hybrid server? • What rollback options are there?

14. Source EnvironmentDomino and GroupWise Considerations • What level of functionality do you want during the migration? • What tools are out there and what advantages does each tool provide? • Quest Migration Tools and Coexistence Managers • Native Office 365 tools • Migration Wiz cloud based tools • What about resources, how do we manage them?

15. Source EnvironmentHybrid Deployments • For extended hybrid deployments is one server enough? • What are the implications if the server goes down? • What changes in the build if I use more than 1 server? • How does my configuration change if I have Exchange 2003?

17. Automation through PowerShell • The Power of PowerShell • Get statistics about users, mailboxes and migration progress • License users in bulk • Mass Update Users UPN • Migrate large batches of users • Convert resources and configure auto-booking • Get mailbox sizes to determine move sequences

18. Update users UPN • Import-Module ActiveDirectory • Get-ADUser-Filter * -SearchBase ‘DC=domain,DC=local’ | ForEach-Object { • $CompleteUPN = $_.SamAccountName + "@domain.com" • Set-ADUser -Identity $_.DistinguishedName -UserPrincipalName $CompleteUPN • }

19. Bulk User Activation • $powerUser = "administrator@domain.com" • $powerPass = "XXXX" • $password = ConvertTo-SecureString $powerPass -AsPlainText -Force • $adminCredential = New-Object -TypeNameSystem.Management.Automation.PSCredential -argumentlist $powerUser,$password • Connect-MSOLService -Credential $adminCredential • $AccountSkuId = "sku:ENTERPRISEPACK" • $UsageLocation = "US" • $LicenseOptions = New-MsolLicenseOptions -AccountSkuId $AccountSkuId • $Users = Import-Csv c:\Users.csv • $Users | ForEach-Object { • Set-MsolUser -UserPrincipalName $_.UserPrincipalName -UsageLocation $UsageLocation • Set-MsolUserLicense -UserPrincipalName $_.UserPrincipalName -AddLicenses $AccountSkuId -LicenseOptions $LicenseOptions • }

20. Batch Move Request • $powerUser = "administrator@domain.com" • $powerPass = "Password" • $password = ConvertTo-SecureString $powerPass -AsPlainText -Force • $Cred = New-Object -TypeNameSystem.Management.Automation.PSCredential -argumentlist $powerUser,$password • $Session = New-PSSession -ConfigurationNameMicrosoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirection • Import-PSSession $Session • $powerUser = "domain\administrator" • $powerPass = "Password" • $password = ConvertTo-SecureString $powerPass -AsPlainText -Force • $Cred = New-Object -TypeNameSystem.Management.Automation.PSCredential -argumentlist $powerUser,$password • $Users = Import-Csv c:\Scripts\Users.csv • $Users | ForEach-Object { • new-MoveRequest -identity $_.UserPrincipalName -Remote -RemoteHostName 'mail.domain.com' -RemoteCredential $cred -TargetDeliveryDomain 'service.domain.com' -BadItemLimit 10 -LargeItemLimit 20 • } • Remove-PSSession$Session

21. Get Migration Statistics • $cred=Get-Credential • $Session = New-PSSession -ConfigurationNameMicrosoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirection • Import-PSSession $Session • ##Quick Summary of all move requests to provide % complete • Get-MoveRequest | Get-MoveRequestStatistics • ##Detailed Summary of a single user as they migrate • Get-MoveRequest –identity user@domain.com | fl

22. Configure Auto-Booking • $powerUser = "administrator@domain.com" • $powerPass = "Password" • $password = ConvertTo-SecureString $powerPass -AsPlainText -Force • $Cred = New-Object -TypeNameSystem.Management.Automation.PSCredential -argumentlist $powerUser,$password • $Session = New-PSSession -ConfigurationNameMicrosoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirection • Import-PSSession $Session • $Users = get-mailbox -resultsize unlimited • $Users | ForEach-Object { • get-mailbox -resultsize Unlimited | where{$_.ResourceType -eq “Room”} | Set-CalendarProcessing -AutomateProcessingAutoAccept • get-mailbox -resultsize Unlimited | where{$_.ResourceType -eq “Equipment”} | Set-CalendarProcessing -AutomateProcessingAutoAccept • } • Remove-PSSession$Session

23. Troubleshooting the Hybrid Wizard • Getting through the wizard – get-federationinformation fail • C:\Windows\Microsoft.NET\Framework\v3.0\Windows Communication Foundation • ServiceModelReg.exe –r’ • Accepted Domains • Firewall problems – telnet is your friend! • Update Default e-mail policy failure – Exchange 2003

24. Troubleshooting Hybrid Mail Flow • Check internal proxy appliances • Wireshark • Review firewall logs • Confirm Port openings and allowed IP ranges

25. Troubleshooting Domino/GroupWise Mail Flow • Review FOPE outbound connector for direct connections • Or use MX? • Check on-premises front end for concurrent connections • Check mail forwarding in GroupWise/Domino

26. Resources Learning TechNet • Connect. Share. Discuss. • Microsoft Certification & Training Resources http://northamerica.msteched.com www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet http://microsoft.com/msdn

27. Related Resources • Office 365 TechCenter: technet.microsoft.com/Office365 • Office Client TechCenter: technet.microsoft.com/office • Office, Office 365 and SharePoint Demo Area Includes: • Office 365 IT Pro Command Center • Office 365 Data Center Exhibit

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