Office 365 · Migrating and Managing Your Business in the Cloud by Katzer, Matthew -- Read -- Imperial Library of Trantor

Index

Cover Title Copyright About ApressOpen Dedication Contents at a Glance Contents About the Authors About the Technical Reviewers Acknowledgments Introduction Chapter 1: Office 365: Moving to the Cloud

Office 365: The New Cloud Challenge

Customer Segments

Ready Design Custom Cupcakes IT Requirements

Strategic Overview On-Premises and Cloud Resource Requirements More Ready Design Cup Cakes (RDCC) IT Issues

RDCC Cloud Solution

Cloud Requirements Migration Cost and Approaches

The Big Decision: On-Premises or Cloud Solutions?

Next Steps for RDCC

Summary Next Steps

Chapter 2: Using Office 365 and Windows Intune

A Day in the Life of an Office 365 User

Where to Start with Office365? A Hands-On Tutorial Logging into Office Accessing Outlook–WebApp SkyDrive Pro–Overview Document Collaboration Office 365 Yammer Configuration Public Web Site Office 365 Team Site Office 365 and Windows Azure Active Directory Security Office 365 Desktop Tools Using Lync Data Loss Prevention Device Configuration Windows Intune MEC Summary

User Setup and Configuration

Workstation: Setup Guide Workstation: Creating a New Outlook Profile Workstation: Desktop Setup Configuration SkyDrive Pro: Configuration SkyDrive Pro: Planning for Personal and Team Site Document Storage SkyDrive Pro: Team Site Caution SkyDrive: Configuration Changes SkyDrive Pro: Support for Office 2010 Users SkyDrive: Checking Storage Allocation Smartphone: Configuration Lync: Skype Configuration Lync: Linking Microsoft Account to Skype Lync: Using Skype to Call Lync Lync: Troubleshooting Lync: Firewall Port Configuration

Reference Links Next Steps

Chapter 3: Office 365 Planning and Purchase

Office 365 Subscription Plans Planning and Purchase Chapter Structure Pre-deployment

Step 1: Purchase Your Subscription(s) Step 2: Choose Your Sign-On Method Step 3: Collect Your Information Step 4: Define Your Migration Plan and Schedule Step 5: Microsoft Account and Organizational Account Step 6: SkyDrive and SkyDrive Pro Step 7: Windows Intune

Deployment

Step 1: Verify Your Environment Step 2: Add Domain Name Service (DNS) Information Step 3: Configure Lync Step 4: Initial User Load Step 5: Pilot/Test Group Step 6: Inform Your Users Step 7: Train Your Users Step 8: E-mail Migration—Moving Historical E-mail (Migration) Options Step 9: Set Up Workstations Step 10: Configure External Devices Step 11: Cutover

Post-deployment

Step 1: Hosted SharePoint Domain Name Step 2: Hosted SharePoint Initial Configuration Step 3: Hosted SharePoint Planning Step 4: Hosted SharePoint Personal Sites Step 5: Office 365 Hosted Web Site Step 6: Exchange Online Protection Step 7: Data Loss Prevention Step 8: Compliance: eDiscovery, Search Center Step 9: Cleanup

Summary Reference Links Next Steps

Chapter 4: Setup and Migration Guide

Configuring Office 365

Step 1: Validate Your Domain(s) to Microsoft Step 2: Add Additional Domain Name Service (DNS) Information Step 3: Configure Lync Step 4: Install PowerShell Step 5: Load Users and Assign Licenses Step 6: Migrate E-mail Step 7: Set Mail Flow Step 8: Configure Desktop and Mobile devices Step 9: Configure External Devices Step 10: Cleanup

Final Check List DNS Trouble Shooting

Onboarding Users Bulk Loading Users through DirSync Manually Bulk-Loading Users

Onboarding E-mail

PST Mail Migration to Office 365 Third Party tool – Migration Wiz Office 365 Migration Tool

Outlook Manual Configuration

Step1: Run the PowerShell command to retrieve the ExchangeGuid Step 2: Configuration of Outlook

Reference Links Next Steps

Chapter 5: SharePoint Administration Guide

SharePoint Administration Chapter Structure Introduction to Office 365 SharePoint

What is SharePoint? What is SharePoint Not? SharePoint Definitions

SharePoint Planning, Governance, and Initial Setup

Governance SharePoint Administrators Site Collection Administrator Permissions

Building Your SharePoint Structure

Design Your Site and Security Structure Initial Site Collection: Top-Level Site Gear Icon Options Site Settings Site Contents Create the Site Structure Defined Above Site Settings: Navigation

SharePoint Permissions and Groups

Permissions Basics and Groups Permissions Inheritance The Two Sides of Permissions: Sites and Groups Permissions: Site Permissions Permissions: People and Groups Set Top Level Permissions to Read Only Set Document Library Permissions Set a Document’s Permissions Setting Permissions for Your Company Example Stop Inheriting Permissions Check Company Permissions

Site Editing

Edit Your Site Page Add an App Edit Links: Edit the Top link Bar Edit Links: Edit the Quick Links Bar

Create a Project Site

Step 1: Sign On to Your SharePoint Site Step 2: Navigate to “Parent” of Where You Want to Create Your Project Site Step 3: Create a Project Subsite Step 4: Alter Your Site Step 5: Save Your Project Site Template Step 6: Clean Up Your Site and Add Apps as Appropriate Step 7: Set Permissions Step 8: Using Your Project Site

SharePoint Admin Center

SharePoint Admin Center SharePoint Admin Center Site Collections Ribbon SharePoint Admin Center Menus Site Collection Settings: Site Collection Features Site Settings: Site Features

Additional Administrator Concepts and Tools

Document Sets Document Versioning Workflows Apps for SharePoint SharePoint Designer 2013 PowerShell for SharePoint Online Initial SharePoint Setup

Reference Links Next Steps

Chapter 6: Web Site Setup and Configuration

Office 365 Public Web Site

How Do You Make an Office 365 Web Site Visible? Quick Tour of SharePoint Administration

Office 365 Integrated Web Editor

Getting Started on the Public Web Site Page: Page History Using the Site Control

Build Your Public Web Site in Eight Steps

Step 1: Collect the Content and Images for the Home and About Pages Step 2: Browse to the Default Site and Select - Sign In Step 3: Select Home Page and Edit to Change to Edit Controls Step 4: Select Home Page, Then Configure Using the Site Controls Step 5: Select the Footer Control and Create Your Footer Step 6: Select “Edit Properties” in Site Control to Add Your Keywords Step 7: Add Content Step 8: Save the Web Site and Make It Public.

Adding PayPal Online Shopping

Adding PayPal HTML Code to an Existing Page Installation of SharePoint Designer

Public Web Site and Domain Name Configuration

Step 1: Create the Public Web Site Step 2: Validate the www Domain (or the Subdomain) Step 3: Change the Domain to SharePoint Intent Step 4: Change the Web Site Internal Name Step 5: Look Up the DNS Name for the Web Site Step 6: Update the DNS Information Step 7: Make the Web Site Online

Last Thoughts–Office 365 Public Web Sites Reference Links Next Steps

Chapter 7: Office 365 – Windows Intune Administration Guide

Intune versus System Center Windows Intune Purchase Process

Step 1: Purchasing Intune Step 2 Linking Windows Intune to Office 365

Configuration of Windows Intune Administration Center

Windows Intune Policy Management Step 1: Add Administrator Notification Step 2: Configure Auto Updates Step 3: Configure Agent Policies Step 4: Configure Mobile Policies Step 5: Configure Mobile Device DNS Enrollment Step 6: Configure Firewall Policies Step 7: Configure Intune Center Policies Step 8: Deploy Users Step 9: Linking users

Downloading Software from the Administration Center Accessing Windows Intune as a User Making a Bootable USB

Preparing the USB Memory Stick Unpacking the ISO Software Setting the UBS Memory Stick to be Bootable

Software Key Registration

Step 1: Retrieve the Key Step 2: Assign an Intune License to the User Step 3: Install the Key on the Local System

Reference Links Next Steps

Chapter 8: Office 365 Administration Guide Enterprise

Preparing to Administrate Office 365

Final Check List

Common Office 365 Administration Tasks Office 365 Administration Center

Administrator Roles Domains Adding, Deleting and Restoring Users Users: Renaming (no exchange mailbox) Adding/Changing Licenses Security Groups Bulk License Assignments Delegated Administrators Yammer

Exchange Administration Center

Exchange Administration Roles Default User Role Defined Conference Room: Configuration Conference Room: PowerShell Modification Changing a User’s Name / Changing an Email Address Adding an Alias Email Address to a User Changing a User Email Account Primary Domain Adding Shared Mailbox Adding a Distribution Group Using Alias to Send/Receive from Email Smartphone Management from Exchange Troubleshooting: Autodiscover

Lync Administration

Setting up Lync Federation Configuration for Conferencing Add-on

Using PowerShell

PowerShell: Using the Standard Header

Reference Links Next Steps

Chapter 9: Office 365 Compliance and Data Loss Prevention

Overview of Office 365 Compliance and Discovery

Compliance Settings Data Governance Concepts

Setting Up Office 365 Compliance, Discovery, and Retention Policy

Compliance Setup Discovery Site Setup Retention Policy Setup

Compliance Example

Step 1: Select the Compliance Policy Step 2: Define the Users Who Will Manage the Compliance Roles Step 3: Enable Encryption Step 4: Enable Audit (Optional) Step 5: Test the Compliance Policy with Tool Tips Step 6: Enforce the Compliance Policy

Discovery Site Example

Step 1: Define the Business Policy for Search Step 2: Enable Auditing Step 3: Identify Who Will Perform the Discovery and Review Functions Step 4: Enabling In-Place Hold (or Legal Hold) for Immutability Step 5: Compliance and Discovery: Using the eDiscovery Search Tool Step 6: Case-Creation Process Step 7: Building the Search Query Step 8: Review the Information Step 9: Export the Data for Review in Outlook

Retention Example

Step 1: Determining the Retention Policy—Four Questions Step 2: Create a New Test Policy Step 3: Modify the Test Policy

Discovery Search Using Advance Query Strings (AQS)

Sample AQS Query for Financial Review

Creating and Exporting Discovery Mailboxes

Creating and Accessing Discovery Mailboxes Exporting Information from Discovery Mailboxes

Reference Links Next Steps

Chapter 10: Office 365 Exchange Online Protection Administration Guide

How EOP Works Getting Started with EOP: Hybrid or Standalone

Best Practices for EOP Management Steps to Set Up EOP for the First Time

Modification of Spam Processing

Malware Filter Changes Connection Filter Outbound Spam Policy

Sending E-mail from a Device to Office 365

Preparing Office 365 to Act as an SMTP Relay Configuring the Device to Send to Office 365

Reference Links Next Steps

Chapter 11: Office 365 DirSync, ADFS, Single Sign On and Exchange Federation

No Integration

Directory Sync with local AD to Office 365 Federate AD to Office 365 Federate Exchange to Office 365 Next Steps

Steps to Implement AD Sync, Single Sign On and Exchange Federation

Step 1: Verify Active Directory – Exchange Server Status Step 2: Installation of the 3.5 .NET Framework and 4.0 .NET Framework Step 3: Create the Admin Accounts Step 4: Clean Up Active Directory Step 5: Optional - Extended Active Directory Step 6: Install Directory Synchronization Step 7: Installation of the Directory Sync Tool Step 8: Verify Active Directory

Installing Active Directory Federation Services

Step 1: Install Active Directory Federation Services Step 2: Adding Federation Proxy servers Step 3: Federation - Exchange 2010 Integration Step 4: Mail Flow – Decide on how mail will route Step 5: Compliance – What is your email and document retention policy Step 6: Federation – Implementing Exchange Server (2010) Step 7: Post Federation Testing Change the MX records

Troubleshooting

Active Directory Readiness Check DirSync: Installation error – Missing Online service Sign in DirSync: Required Active Directory User fields DirSync: Adding email Proxy Addresses DirSync: Using PowerShell Licensing Scripts ADFS – Remote Connectivity Analyzer ADFS: Database Error ADFS: Hybrid Federation Certificate Problems ADFS: Single Sign On (SSO) User experience

Reference Links Next Steps

Glossary Index

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