Closer Look - Mike Crowley's Whiteboard
Closer Look - Mike Crowley's Whiteboard
Closer Look - Mike Crowley's Whiteboard
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Session: CEO206<br />
<strong>Mike</strong> Crowley<br />
Planet Technologies<br />
www.Go-Planet.com<br />
1
Agenda<br />
Pilot definition<br />
Planning<br />
Technologies<br />
Rollback<br />
2
Vocabulary<br />
Proof of<br />
Concept<br />
(POC)<br />
Pilot<br />
• Demonstrate the service works<br />
• May or may not integrate to<br />
your production environment<br />
• Move real production users<br />
and/or services<br />
• Integrates with your production<br />
environment<br />
3
Types of Pilots<br />
Simple<br />
• No SSO requirement<br />
• No email content migration<br />
Complicated<br />
• “Rich-Coexistence” / Hybrid<br />
• Non-Microsoft email platform<br />
• Multi-forest<br />
4
Evaluation Areas<br />
Client Experience<br />
Impacts to Mail<br />
Flow<br />
Data Management<br />
and Security<br />
Implications<br />
Ramifications on<br />
Business<br />
Operations<br />
Provisioning and<br />
Planning<br />
Concerns<br />
Office Outlook Web App<br />
IMAP & POP<br />
Macintosh clients<br />
SMTP relay services<br />
Message hygiene<br />
Public folders<br />
Network security<br />
Legal and regulatory implications<br />
Information Rights Management<br />
Service continuity<br />
Scheduled maintenance<br />
Outlook Anywhere<br />
Blackberry devices<br />
Single Sign ON<br />
SMTP smart hosting<br />
Connectors to other systems<br />
Disaster recovery testing<br />
Adoption rates for new releases<br />
MAPI<br />
Mailbox sizes<br />
Unified Messaging<br />
Network connectivity<br />
Archiving and journaling<br />
Auditing<br />
Active Directory Integration Capacity and performance planning<br />
ActiveSync devices<br />
PST Files<br />
LOB app integration<br />
Transport rules<br />
Data isolation<br />
Signing and encryption<br />
Service Level agreements
Defining Goals<br />
Identifying a comfortable migration pace<br />
Refining end-user communications<br />
Flushing out problems with user accounts<br />
Learning more about the service<br />
Identifying migration blockers<br />
6
Participant Selection<br />
First Pilot<br />
Forgiving IT<br />
staff<br />
Second<br />
Pilot<br />
Non-technical<br />
“normal”<br />
users<br />
Eager<br />
executives<br />
• All end-user software<br />
combinations should be<br />
represented.<br />
• All pilot users must agree to<br />
provide feedback<br />
• Pilots don’t always go<br />
according to plan. Users<br />
should understand this and be<br />
able to tolerate service<br />
outages.<br />
• Ideally pilot users want the<br />
project to succeed!<br />
7
Capturing User Feedback<br />
• End-user survey:<br />
● Were your expectations met?<br />
● Did you receive any unexpected pop-ups?<br />
● Did you contact IT support for any reason?<br />
● Do you consider your migration complete?<br />
● Any other feedback or recommendations?<br />
• Help desk calls<br />
● Properly tracked?<br />
8
Known Service Limitations<br />
• Mailbox size limits<br />
● Generally 25GB – varies with plan<br />
• Message size limits<br />
● 25MB Outlook, 10MB OWA<br />
• Recipient limits<br />
● 500 recipients /message, 1500 recipients /day<br />
• Message rate limits<br />
● 30 messages /min<br />
• Retention limits<br />
• More…<br />
● Varies 9
Pilot Documentation<br />
• Project plan<br />
• Configuration specifications<br />
• Failure mitigation<br />
• Migration procedures<br />
• Communication plan<br />
● Pre-migration survey<br />
● Post-migration survey<br />
• User tracking log<br />
• Issue log 10
Tools<br />
• 3 rd party data migration<br />
Deployment Readiness Tool<br />
• Exchange Client Network<br />
Bandwidth Calculator<br />
• ExDeploy<br />
• ExRCA<br />
• PowerShell 2.0<br />
• SCCM 11
Building the Test Environment<br />
• New Technologies<br />
● Active Directory Federation Services 2.0<br />
• ADFS Proxies?<br />
• Forefront TMG?<br />
● Microsoft Online Services Directory Synchronization tool<br />
● Exchange 2010 SP2 Coexistence Server<br />
● 3 rd Party migration tools?<br />
● Load balancers?<br />
● Client software<br />
12
Building the Test Environment<br />
• Existing Technologies<br />
● Legacy Exchange servers<br />
● Legacy client software<br />
● SMTP dependent applications<br />
● Corporate firewalls<br />
13
<strong>Closer</strong> <strong>Look</strong>: DirSync<br />
• Configure DirSync before ADFS<br />
• 32-bit & 64-bit available<br />
• DirSync uses ILM/FIM<br />
• Requires 2 service accounts<br />
• Unsupported things that I’ve done anyway:<br />
● Install DirSync x64 on an ADFS server<br />
● Select OU structures to sync (vs. the whole forest)<br />
14
Pilot<br />
Topology<br />
15
<strong>Closer</strong> <strong>Look</strong>: ADFS 2.0<br />
• Download from Microsoft<br />
• May require UPN scripting<br />
• Requires a trusted certificate<br />
• Proxy Servers are not<br />
domain joined<br />
• Listens on TCP 443<br />
• Requires external DNS<br />
record<br />
• Wizard driven 16
<strong>Closer</strong> <strong>Look</strong>: Hybrid Configuration<br />
Wizard<br />
• New in Service Pack 2<br />
• Automates ~50 steps<br />
• Configures:<br />
● Native mailbox move<br />
● Free/busy and calendar sharing<br />
● Secure mail<br />
● Exchange Online Archiving<br />
● Message tracking<br />
● Multi-mailbox search<br />
● Outlook Web App redirection<br />
● Mailtips 17
<strong>Closer</strong> <strong>Look</strong>: Software Requirements<br />
• ActiveSync Devices<br />
● Point them to m.outlook.com or .outlook.com<br />
● AutoDiscover may reconfigure them, but probably not. �<br />
• Entourage 2008 or Outlook 2011, or any EWS Client<br />
● http://onlinehelp.microsoft.com/en-us/office365-enterprises/hh180727.aspx<br />
• Microsoft Office Software<br />
● Requires Office 2007+<br />
● Requires Microsoft Online Services Sign-In Assistant (IDCRL7)<br />
● Requires the following updates: KB2289158, KB2435954, KB2596993,<br />
KB2597011, KB2523130, KB2583935, KB2597051, KB2566458<br />
• Some of these updates apply to products you may have installed, but are not using within Office 365<br />
(e.g. Lync). You need to install the updates anyway.<br />
• Most of these updates are included within Office 2010 SP1 (last time I checked) 18
Rollback<br />
• Stand-alone Exchange Online:<br />
● Use Outlook to export �<br />
• Kiosk users cannot use Outlook<br />
● 3 rd party tools<br />
• Hybrid Exchange<br />
● Move mailboxes back<br />
● Disable DirSync (KB 261906)<br />
● Remove connectors<br />
● Remove Organization Relationship<br />
● Remove Federation Trust<br />
● “Hybrid Configuration” object?<br />
● More: http://go.microsoft.com/fwlink/p/?linkid=236031<br />
• 3 rd Party<br />
● Update SMTP addresses?<br />
● Migration tools? 19
Monitoring the Pilot<br />
• Migration throughput<br />
• Resource consumption<br />
• Service health<br />
● SCOM (User logins, etc.)<br />
● Service Dashboard and/or RSS feed<br />
20
Your Feedback is Important<br />
Please fill out a session evaluation form<br />
drop it off at the conference registration<br />
desk.<br />
Planet Technologies:<br />
http://Go-Planet.com<br />
<strong>Mike</strong> Crowley:<br />
http://<strong>Mike</strong>Crowley.us<br />
Thank you!<br />
21
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