Chirag Patel presented on building the perfect Office 365 tenant at the SharePoint Saturday Belgium 2017 conference. The presentation covered topics such as Office 365 environments, deployment advisors, adoption strategies, SharePoint Online, Office 365 groups, conditional access, and Office 365 releases and support. Chirag discussed tools for setting up development and test environments in Office 365, using deployment advisors to plan implementations, and adoption tools like FastTrack. He also reviewed SharePoint Online concepts and migration options, how to manage Office 365 groups, and conditional access policies. The presentation provided an overview of building and managing an Office 365 tenant.
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Chirag Patel
Independent Consultant, London UK
Engaged with Office 365 since 2012, SharePoint
& SQL Server since 2001
Deployment & Consultancy Services, Upgrades &
Migration and Solution Development
Trusted Associate for Microsoft Partners
Speaker at #SPSEvents & #Collab365
Fundraiser and Cyclist
chirag@patelconsulting.co.uk
Twitter: @techChirag
LinkedIn: @techChirag
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What we will cover
Office 365
Environments
Deployment
Advisors
Office 365
Adoption
SharePoint
Online and
Migrations
Office 365
Groups
Conditional
Access
Office 365
Releases and
Support
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Office 365 Dev/Test Environment Options
Office 365 trial
subscription that you
access from your main
computer
Simulated enterprise Office
365 dev/test environment
consists of an Office 365
trial subscription
https://technet.microsoft.com/en-us/library/mt736406.aspx
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Office 365 Dev/Test Environments
Base
Configuration
in Azure
1. Create the
virtual network
2. Configure
Domain
Controller
3. Configure
Application
Server
4. Configure
Client 1
Machine
Create an
Office 365 trial
subscription
1. Sign up (or
Client 1)
2. Create Global
admin account
Configure your
Office 365 trial
subscription
Add new users
and assign them
E5 licenses
Create new
SharePoint
Online team
sites
https://technet.microsoft.com/en-us/library/mt771177.aspx
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Deployment Advisors for Office 365 Services
• Self-guided support for
setting up Office 365
• Series of wizards to
deploy features and
options
• Step-by-step setup plan
based on your needs
• Get full set of
instructions, videos,
reference articles, and
scripts
• Make changes using the
wizard
• Use during planning or
after you’ve already set
up the services
https://support.office.com/en-gb/article/Deployment-advisors-for-Office-365-services-165f46e8-3533-4d76-be57-97f81ebd40f2
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Deployment Advisors for Office 365 Services
File creation,
storage, and sharing
Mail migration Communication and
online conferencing
Security and Identity Device Security Small business quick
start
SharePoint Online
quick start
Minimal or express
hybrid
Microsoft Teams
deployment advisor
Active Directory
Connect (AAD
Connect) advisor
Microsoft Intune
deployment advisor
Office 365 for small
business
SharePoint Online
deployment advisor
Exchange migration
advisor
Skype for Business
quick start guide
Azure AD Basic setup
guide
OneDrive for
Business
Exchange staged
migration
Skype for Business
deployment advisor
Azure AD Premium
setup guide
Office ProPlus quick
start guide
Exchange cutover
migration
Intro to Yammer:
your corporate social
network
Azure Information
Protection
Deployment Wizard
Office 365 ProPlus
deployment advisor
Exchange hybrid Yammer Enterprise
setup guide
Verify your domain
in Office 365
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The FastTrack Process
• Onboarding and user adoption services for
Office 365 Tenants with at least 50 licenses
• Data migration service available with at
least 150 licenses
• Use them again - at any time
• On average it takes 4 to 6 weeks subject to
organisation requirements and
environment.
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A Hub for
Teamwork
• Iterate on a project
with your team
• Chat privately, and
make audio, video calls
• Set-up meetings with
HD audio, video and
web conferencing
Connect Across
the Organization
• Create a community
around topics of
interest or areas of
practice
• Drive initiatives for
cross-organisational
innovation
• Foster two-way
engagement between
leadership and staff
Email
& Calendar
• Upgrade your DL to a
group inbox with
shared notes and files
• Share updates with
your group in email
• Keep your group in
sync with a shared
calendar
Intranets
& Content Management
• Create a company
intranet to share news
and resources
• Customise your team
site to automate
document workflows
and share lists
• Share and work
together on all your
files with OneDrive
Co-Author
TeamsYammerOutlook SharePoint
Word, Excel,
PowerPoint
• See whose in the file
with you
• Work together with
real time co-authoring
• Track what’s changed
with version history
EXAMPLE USE CASES
Office 365 Groups MicrosoftGraph Security and Compliance
Teamwork Use Case Guidance
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Office 365 Groups
Teamwork: Where to Start a Conversation
Outer LoopInner Loop
Files
Sites
Content
SharePoint
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Defining Services
Internal
Communication
Communication
Sites
Publishing Sites
Yammer
Groups
Internal
Collaboration
SharePoint
Sites
Microsoft
Teams
OneDrive
Planner
Extranet
Collaboration
SharePoint
Sites
Azure B2B
OneDrive
Chat / Enterprise
Conversations
Yammer
Outlook
Conversations
Microsoft
Teams
Project
Management
SharePoint Lists
Planner
Project Online
Business Process
Automation
Forms
Workflows
PowerApps /
Flow
Power BI
Office365Groups
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Enable the Power BI Adoption content pack for
Office 365
• Subscribe to
data from
O365 Admin
Portal
• Create Power
BI Dashboard
using O365
Adoption
content pack
https://support.office.com/en-gb/article/Enable-the-Power-BI-Adoption-content-pack-for-Office-365-9db96e9f-a622-4d5d-b134-09dcace55b6a
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SharePoint Online
Apps (e.g. Libraries and Lists)
Folders
Documents,
Items and Pages
Sites ( or subsites)
Sites (Site Collections)
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Default SharePoint Site Collections
•Root Site Collection: default team site that Office 365 creates for you when you first sign up. Configure and customise this site
collection and add subsites.
.sharepoint.com
•holds the videos that you upload to the Office 365 video portal.
.sharepoint.com/portals/hub
•Search Center: a portal where you can search for content on your organisation's intranet. drill into and refine search results.
.sharepoint.com/search
•manage document deletion policies for SharePoint Online and OneDrive for Business.
.sharepoint.com/CompliancePolicyCenter
•My Site host: holds the Office 365 Newsfeed, user profiles and pages in Delve, and all of your user's OneDrive for Business files.
-my.sharepoint.com
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SharePoint sites: building blocks for your intranet
Communication sitesTeam sites
Created by users or admins Created by users or adminsCreated by admins
Navigation
Theme and logo
Search scope
Hub sites
A communication site
or team site
News and activity rollup
Department
Team
Project
Extranet (Partner, Customer)
Committee (Planning, Executive)
Initiative, campaign or event
Share work with organization
Community of practice or interest
Training and policies
Updates and reports
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Pathway to SharePoint and Office 365
MOSS
2007
SharePoint
2010
SharePoint
2013
SharePoint
Server 2016
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Pathway to SharePoint and Office 365
Full or
Selective
Migrations
MOSS
2007
Full or
Selective
Migrations
SharePoint
2010
Full or
Selective
Migrations
SharePoint
2013
SharePoint
Server 2016
SharePoint
Online
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SharePoint Migration Considerations
• Security Mapping
• Users, groups and permission levels
• Site Structures
• Web Parts, Content types, Site Columns, Libraries,
lists, folders and items
• Metadata
• Organisation metadata, Created By, Modified By,
Created, Modified
• Complete Site by Site basis
• Pick and choose sites (or subsites) to destination site
collections
• Entire Site Collections
• Promote site to site collections
• Site Configurations
• Workflows, Views, Alerts, Navigation
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Office 365 GroupsCollaborationBox
• SharePoint Site
• Conversations
• Calendar
• Files
• Notebook
• Connectors
Supports:
Public and Private
Microsoft Teams
Power BI
Planner
Dynamics CRM Online
Yammer
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Tools to manage groups
Naming Policy
Expiration Policy
Soft Delete and Restore
Groups reporting
Security group for Group Creation
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• Guest inviter role - Setup a
policy so that users with
this role can only invite
guest
• This can be set using user
AD properties such - Title,
Job Description
Policies for Guest Access - Best Practices
Reach
• Admins can create an
allow/deny list of
external partner
domains that are
allowed to be added as
guests.
• Guest approved by IT admin
can be approved and added
to groups..
• Add guests through B2B
portal and turn off sharing
for tenant
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Azure Active Directory licensing requirements
Capability Free Premium
P1
Create, read, update, delete X
Group activities report X
Soft-delete & restore X
Hidden membership X
Dynamic group membership X
Self-Service group management X
Group creation permissions X
Groups naming convention X
Groups expiration X
Usage guidelines X
Default classification X
Documentation: What is Azure Active Directory? | Azure Active Directory pricing
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On-premises
Data Gateway
• A query will be created by the cloud service,
along with the encrypted credentials for the on-
premises data source, and sent to the queue for
the gateway to process.
• The gateway cloud service will analyse the
query and will push the request to the Azure
Service Bus.
• The on-premises data gateway polls the Azure
Service Bus for pending requests.
• The gateway gets the query, decrypts the
credentials and connects to the data source(s)
with those credentials.
• The gateway sends the query to the data source
for execution.
• The results are sent from the data source, back
to the gateway, and then onto the cloud service.
The service then uses the results
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Terms of Use
(Preview)
Create your
organisation’s
acceptance of use
policy
Convert to PDF
Upload to Policy
container
Monitor acceptance
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Using Group Policy with OneDrive
• By default, users are allowed to sync personal OneDrive accounts
• Block users from syncing personal files to the OneDrive storage space
they get with a Microsoft account
• User Configuration policies
User ConfigurationPoliciesAdministrative TemplatesOneDrive
• Enabling this User Group policy sets the following registry key value to
1.
[HKCUSOFTWAREMicrosoftOneDrive] "DisablePersonalSync"=dword:00000001
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PREVIEWS FIRST RELEASE STANDARD RELEASE
• Supported per program
• Some public
• Some private
• SLA varies
• Production quality
• Standard support
• Full SLA
• Select users or full tenant
• Full tenant release
• Default enabled for apps
TARGETED RELEASE
(Just a name change)
Office 365 Release Model
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Support
What’s new in SharePoint Online
Be part of First Release Programme
Office 365 Scenario-based training
Office Blog
Office 365 Roadmap
FastTrack for Office 365
Microsoft Tech Community