Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition

Table of Contents

Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition

Credits

About the Authors

About the Reviewers

www.PacktPub.com

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Why subscribe?

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the color images of this book

Errata

Piracy

Questions

1. Getting Started with Office 365

Office 365 available plans

Office 365 Business – considerations and limitations

User count limited

Doesn't include e-mail archiving

Office Suite does not include Access

Doesn't include Skype for Business Cloud PBX

Doesn't include the rights to install Office applications on servers using Remote Desktop Services

Office 365 for enterprises

When to use a plan and when to pick a la carte

Options to start your subscription

Working with Microsoft on a license agreement (through a licensing reseller)

Working with a Microsoft deployment partner

Signing up for the service directly

The sign up process

Summary

2. Getting Familiar with the Office 365 Admin Portal

First-time login and adding your domain

Important DNS requirements

Setting up the domain

Navigating the administration overview interface

Home

Users

Groups

Resources

Billing

Subscriptions

Bills

Licenses

Purchase Services

Support

Service requests

Settings

Health

Admin centers

Exchange admin center interface

Recipients

Permissions

Compliance Management

Organization

Protection

Mail Flow

Public Folders

Mobile

Unified messaging

Summary

3. Integration Options for Businesses

Business scenarios

Ageing servers

Remote workforce

Staff expansion

Working with a server

Windows Server 2012 R2 Essentials

Connecting your Windows Server 2012 R2 Essentials to Office 365

Managing user accounts

Microsoft Online portal

Windows Server 2012 R2 Essentials Dashboard

Windows PowerShell

Working with PowerShell

Summary

4. Integration Options for Midsize and Enterprise Organizations

Directory Synchronization

Enabling AD password synchronization

Enabling a unified address book

Providing detailed address entries

Simplifying the provisioning and object management process

Maintaining a consistent set of groups

Active Directory Federation Services

Base requirements

Single AD FS farm versus multiple farms

Database requirements

Authentication strategy

Infrastructure design considerations

Base infrastructure

Base infrastructure with redundancy

Base infrastructure with redundancy and a disaster recovery site

Base global infrastructure to support local regional logons

Azure IaaS as an alternative data center

AD FS summary

Exchange Hybrid

Is Exchange Hybrid the right fit?

Exchange Hybrid deployment considerations

Location and version of your existing messaging system

Migration bandwidth for the Hybrid server

Scaling your Hybrid server

Exchange schedule free/busy store

Public Folder Hybrid

Exchange Hybrid design examples

Centralized Exchange Organization

Distributed Exchange Organization

Disconnected Exchange Organization or non-Exchange messaging environment

Exchange Hybrid summary

Non-Exchange messaging systems

Active Directory readiness

Migrating from a non-Exchange messaging system

Summary

5. Preparing for a Simple Migration

What is a simple migration?

Migration options

POP e-mail

IMAP

Hosted Exchange or Gmail

Exchange Server 2003 and 2007

Staged migration

Cutover migration

Migration option comparison

The migration process – in a nutshell

Planning for migration

Technical considerations

People considerations

Preparing your environment for migration

IMAP

Hosted Exchange/Gmail

On-premises Exchange 2003 or later

Requirements for staged versus cutover migration

Summary

6. Performing a Simple Migration

Migration from non-Exchange Server systems

Creating user accounts

Importing mailbox content

IMAP migration

Create an IMAP import CSV file

Creating an IMAP endpoint

Running the migrate to Exchange Online wizard

Migrating from Exchange Server

Granting access to all mailboxes in Exchange Server

Assigning permissions in Exchange Server 2003

Assigning permissions in Exchange Server 2007, 2010, 2013, and 2016

Create a new Outlook Anywhere migration endpoint

Migrate to Exchange Online wizard

Assign licenses to new user accounts

Reset all user passwords

Summary

7. Preparing for a Hybrid Deployment and Migration

Preparing your Office 365 subscription

Active Directory preparation and readiness check

Mail/e-mail domains

Forest/domain structure

Active Directory users, contacts, and, group objects and single sign-on

Users

Groups

Contacts

Directory Synchronization checking tools

IdFix

Directory Synchronization readiness wizard

User software

Basic infrastructure preparation

Directory Synchronization server

Active Directory Federation Services (AD FS)

Exchange Hybrid server

Defining the migration process

Bandwidth evaluations

Migration bandwidth

User bandwidth

Public Folder use

Communications and training

Summary

8. Deploying a Hybrid Infrastructure – AD FS

Deploying Active Directory Federation Services 

Installing Active Directory Federation Services internal server

Installing AD FS

Installing the Microsoft Online Services Sign-In Assistant

Installing the Windows Azure Active Directory module for Windows PowerShell

Configuring the AD FS internal server

Converting the domain to a federated domain in Office 365

Installing Active Directory Federation Services Web Application proxy server

Installing the Web Application proxy

Editing the hosts file

Configuring the AD FS Web Application proxy server

Basic testing of Active Directory Federation services

Summary

9. Deploying a Hybrid Infrastructure – Directory Synchronization

Deploying Directory Synchronization

Confirming preparation specifications

The DirSync readiness wizard

Installing Azure AD Connect

Verify healthy Directory Synchronization

Advanced filtering options

Synchronization schedule

Manual syncing

Summary

10. Deploying a Hybrid Infrastructure – Exchange Hybrid

Deploying Exchange Hybrid

Confirming preparation specifications

Creating a hybrid configuration

Summary

11. Performing a Hybrid Migration

Preparing the end user for Office 365

End user self-deployment

Distribution from a software deployment service

Performing a migration from the Exchange Admin Center

Migration batches

Endpoints

Summary

12. Post Migration Considerations

On-premises resource changes

Shared mailboxes

Conference rooms

Public Folders

Configuring hybrid Public Folders

Downloading and preparing scripts

Configuring synchronization

Configuring Office 365 Public Folder access

Changing your MX record in a hybrid configuration

Summary

13. Additional Hybrid Solution – Lync Online/Skype for Business

Overview of a Skype for Business hybrid

Benefits

Restrictions

Considerations

Supported clients

Configuring a Skype for Business hybrid

Firewall ports

DNS records

Skype for Business on-premises server configuration

Checking for installation of correct version of Skype for Business Online PowerShell module

Identifying the tenant's SFB admin URL

Configuring access edge policy

Defining new hosting provider

Skype for Business Online configuration

Moving users

Office 365 to on-premises

Managing users in the cloud

Summary

14. Additional Hybrid Solution – SharePoint Online

Overview of a SharePoint hybrid

Benefits

Supported topologies

Outbound hybrid

Inbound hybrid

Two-way hybrid

Restrictions

Considerations

Implementing a SharePoint hybrid configuration

Software requirements

Reverse proxy

Configuring trust relationship

Certificates

OneDrive for Business

Hybrid search

Enabling services

Configuring AD sync

Configuring site-to-site trust

Replacing default Security Token Service (STS) certificate

Configuring server-to-server authentication

Configuring result source

Configuring query rules

Hybrid Business Connectivity Services

Summary

Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition

Microsoft Office 365 – Exchange Online Implementation and Migration - Second Edition

Copyright © 2016 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: August 2016

Production reference: 1230816

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham 

B3 2PB, UK.

ISBN 978-1-78439-552-0

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Credits

About the Authors

Ian Waters is technical director for Southern IT Networks Ltd, a managed service provider in the UK. He has built up over 15 years of training and experience using Microsoft products and provides expert technical advice to businesses across the UK. Ian is Microsoft certified in Windows Server, Exchange, SQL Server, and Active Directory but over the last few years he has focused his efforts on working with Office 365 and Azure.

The majority of Ian's work now involves designing, managing, and implementing Office 365 with his team at Southern IT Networks Ltd. and empowering their clients by utilizing the latest cloud technology.

Ian also offers help, advice, and training to his fellow administrators via the website www.slashadmin.co.uk. There you will find how-to guides and walk-throughs on implementing the latest tools used by IT consultants.

His recent work includes publishing the book entitled The Office 365 PowerShell Reference Manual for IT Super Heros, which helps Office 365 administrators manage their environments using PowerShell.

I would like to thank my wife Rebecca and my baby boy Archer for putting up with me working most evenings and weekends during the development of this book. Their support and encouragement has made the experience an amazing one, thank you both!

I also want to thank my development coach Richard Tubb at www.tubblog.co.uk for encouraging me to start writing and sharing my experience and knowledge.

Also thanks goes to Southern IT Networks for their years of support and providing me with some amazing training and development opportunities.

I hope this book encourages IT administrators everywhere to keep on training and learning new skills.

David Greve is a two-year Microsoft MVP in Office 365 and a published author of the first version of this Office 365 Exchange Online migration book. He has over 20 years of consulting experience in the IT industry, solving business problems and designing cloud solutions ranging from mid-size to enterprise environments.

David has expertise designing, developing, and marketing cloud computing solutions with a focus on Microsoft Azure and Office 365. He commonly works in the most complex business environments, both with C-level and technical business leaders, to provide thought leadership for strategic business mapping, integration, and migration planning to cloud solutions.

David works for SoftwareONE, as a Global Cloud Innovation and Strategy Leader, with a focus on enabling a full cloud Software Portfolio Management (SPM) platform and services. SoftwareONE is redefining the technology solutions landscape as the thought leaders in SPM services. By combining commercial, technology, compliance and governance expertise into a balanced SPM service offering, SoftwareONE supports customers by ensuring their IT investments are cost-effectively road-mapped towards their unique business needs. Prior to SoftwareONE, David managed a Microsoft Cloud professional services business, as a National Director, at Perficient.

I would like to thank my family, especially my wife Danielle, for their support as I pursue ways to expand my passion for technology and contributions to the community.

Loryan Strant has been a Microsoft MVP for Office 365 since 2011 and a published author of the first version of this Office 365 Exchange migration book. He has worked in various senior roles in the IT industry over the past 20 years across a number of technologies and sectors.

 Loryan is passionate about enabling people and organisations using technology the right way, empowering them to become more productive.

He blogs about the cloud at www.thecloudmouth.com as well as writes articles for a variety of vendors and publications. Loryan has also spoken at many Microsoft conferences and events about Office 365.

 Loryan founded Paradyne in 2010 to focus on Microsoft cloud solutions and was acquired by Generation-e in late 2015, where he is now the Cloud CTO of the expanded business and able to provide organisations with a greater range of solutions across cloud and unified communications.

I would like to thank my wife and two beautiful daughters for encouraging me to keep focusing on what I love and for supporting me in my passion to grow and share my knowledge with the community, as well as the fantastic team at Paradyne & Generation-e who help deliver my vision.

About the Reviewers

Richard Diver is a solutions architect with 17 years of experience across multiple industries and technologies, with a focus on Microsoft cloud architecture, enterprise mobility, and identity management solutions. His previous book contributions include topics such as Sysinternals Tools and Windows Intune.

Vadim Gremyachev is a solutions architect based in Finland and works as a consultant at NED Software Consulting Oy. He is one of the top contributors to SharePoint StackExchange and an author of a few open source projects including Office 365 API client libraries for PHP and Python; You can follow him at @vgrem on Twitter.

Yvette Watson is a consultant based in the Philippines and a recognized Microsoft Most Valuable Professional (MVP) for Office 365. Her experience with a Microsoft Partner exposed her to Office 365 deployments and Exchange Online migrations for various large and multinational companies. Among her certifications are Microsoft Certified Solutions Associate (MCSA): Office 365 and Microsoft Specialist (MS) in Administering Office 365 for Small Businesses. Yvette is also a regular resource speaker on Microsoft technologies invited by numerous colleges and universities in Manila. She graduated summa cum laude from Treston International College with a bachelor’s degree in computer engineering.

To my loving family, Mama Tina, Mommy Nenita, Papa Peter, Gladys, CJ, Kuya Jay, and Kuya Ritche, for your never-failing love, support, and encouragement.

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Preface

The introduction of Office 365 has heralded a new era of productivity for organizations of all types and sizes, wherever they are in the world.

Office 365 provides small businesses with the same level of technology that was previously only affordable to enterprises. For many organizations, this can equate to an increase in competitive advantage.

For enterprises, Office 365 allows them to move operationally important systems such as e-mail out to the cloud with Exchange Online—to be maintained and optimized by Microsoft. This allows enterprises to focus on their line of business-enhancing technologies that will empower the organization to achieve greater levels of productivity and efficiency.

Exchange Online is by far the most popular component of Office 365 as it allows organizations of any size to offload their mailbox functionality to Microsoft and focus on their business—instead of having to worry about keeping servers operational and mail flowing.

While Office 365 also includes SharePoint Online, Skype for Business, Office Web Apps, and Office Professional Plus, this book will focus specifically on Exchange Online.

What this book covers

In this book, we will cover common scenarios for implementing Exchange Online, ranging from simple one-way migrations to hybrid environments for co-existence with existing on-premise mail systems.

Chapter 1, Getting Started with Office 365, covers the differences in Office 365 plans and the basics around obtaining an Office 365 subscription.

Chapter 2, Getting Familiar with the Office 365 Admin Portal, walks you through the administrative interfaces of Office 365 and how to add your first domain name.

Chapter 3, Integration Options for Businesses, explains what options are available for customers of the P1 plan to integrate with their on-premise systems.

Chapter 4, Integration Options for Midsize and Enterprise Organizations, explains what options are available for customers of the Enterprise or Exchange only plans and integration with their on-premise systems.

Chapter 5, Preparing for a Simple Migration, helps subscribers of the small business plan to prepare their environment and existing mail systems to ensure that their migration to Exchange Online happens smoothly.

Chapter 6, Performing a Simple Migration, builds on Chapter 5, Preparing for a Simple Migration by explaining the process involved in performing a one-way migration to Exchange Online from a variety of mail systems.

Chapter 7, Preparing for a Hybrid Deployment and Migration, focuses on preparation to your Office 365 subscription and the integration components necessary for a Hybrid deployment.

Chapter 8, Deploying a Hybrid Infrastructure – AD FS, covers technical tasks required to install and configure AD FS for Office 365.

Chapter 9, Deploying a Hybrid Infrastructure – Directory Synchronization, covers technical tasks required to install and configure Directory Synchronization for Office 365.

Chapter 10, Deploying a Hybrid Infrastructure – Exchange Hybrid, covers technical