Contents

About the Authors

About the Technical Reviewers

Acknowledgments

Introduction

images 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

images 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 365

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

images 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

images 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

images 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

images 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

images 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

images 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

images 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

images 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

images 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

images Glossary

Index

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