Office 365 has come a long way with tons of productivity apps and tools and enticing features to help businesses stay ahead of their competitors with two-speed IT providers. There is a lot of information and guidance out there but it can be difficult to follow the right direction and approach to implementing Office 365 for your organisation. This session will walk through the process of getting you started giving you an overview of all the capabilities, components and common scenarios that require consideration for successfully building your Office 365 tenant.
3. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
5. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
8. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
9. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
12. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
13. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
15. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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.
18. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
19. SharePoint Saturday Belgium 2017 • October 21 • Brussels
Office 365 Groups
Teamwork: Where to Start a Conversation
Outer LoopInner Loop
Files
Sites
Content
SharePoint
20. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
21. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
23. SharePoint Saturday Belgium 2017 • October 21 • Brussels
SharePoint Online
Apps (e.g. Libraries and Lists)
Folders
Documents,
Items and Pages
Sites ( or subsites)
Sites (Site Collections)
24. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
25. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
27. SharePoint Saturday Belgium 2017 • October 21 • Brussels
Pathway to SharePoint and Office 365
MOSS
2007
SharePoint
2010
SharePoint
2013
SharePoint
Server 2016
28. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
29. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
31. SharePoint Saturday Belgium 2017 • October 21 • Brussels
Office 365 GroupsCollaborationBox
• SharePoint Site
• Conversations
• Calendar
• Files
• Notebook
• Connectors
Supports:
Public and Private
Microsoft Teams
Power BI
Planner
Dynamics CRM Online
Yammer
32. SharePoint Saturday Belgium 2017 • October 21 • Brussels
Tools to manage groups
Naming Policy
Expiration Policy
Soft Delete and Restore
Groups reporting
Security group for Group Creation
33. SharePoint Saturday Belgium 2017 • October 21 • Brussels
• 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
34. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
36. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
38. SharePoint Saturday Belgium 2017 • October 21 • Brussels
Terms of Use
(Preview)
Create your
organisation’s
acceptance of use
policy
Convert to PDF
Upload to Policy
container
Monitor acceptance
39. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
41. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
43. SharePoint Saturday Belgium 2017 • October 21 • Brussels
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
Office 365 has come a long way with tons of productivity apps and tools and enticing features to help businesses stay ahead of their competitors with two-speed IT providers. There is a lot of information and guidance out there but it can be difficult to follow the right direction and approach to implementing Office 365 for your organisation. This session will walk through the process of getting you started giving you an overview of all the capabilities, components and common scenarios that require consideration for successfully building your Office 365 tenant.
Collab365 Global Conference (2017) - Ensuring Successful Office 365 Tenant to Tenant Migration
SPS Events Barcelona (2017) - Ensuring Successful Office 365 Tenant to Tenant Migration
SharePoint Saturday Belgium (2017) - Building the Perfect Office 365 Tenant
SPS Events Cambridge (2017) - Ensuring Successful Office 365 Tenant to Tenant Migration
SPS Events London (2017) - Building the Perfect Office 365 Tenant
SharePoint Saturday Belgium (2016) - Power Users Guide to Office 365
Collab365 Global Conference (2016) - Changing the way you work with Modern SharePoint Team Sites and Office 365 Groups
SPS Events London (2016) - SharePoint Upgrade or Migration, or is it both?
SPS Events London (2016) - Bringing your data to life using Power BI
SPS Events Madrid (2016) - SharePoint Upgrade or Migration, or is it both?
Collab365 Summit (2016) - Power Users Guide to Office 365
SharePoint User Group Cambridge (2016) - Securing SharePoint environment and its content
SharePoint User Group London (2015) – Ask the Experts Panel Contributor
Collab365 Global Conference (2015) – Transforming your staff to use Office 365 collaboration tools to increase their productivity
SPS Events London (2015) – Evolving with Office 365 and SharePoint Collaboration Tools
SharePoint User Group London (2015) – Replacing your file share with SharePoint 2013 Farm
SPS Events Paris (2015) – Validating SharePoint 2013 Farm Before Go-Live
SharePoint User Group London (2014) – Ask the Experts Panel Contributor
SPS Events UK (2014) - Improving Productivity with SharePoint centric Office collaboration tools.
SharePoint Saturday UK (2013) - Lighting up SharePoint with Office 365 Project Online.
SharePoint Saturday UK (2012) - End User SharePoint Designer 2010 & InfoPath 2010.
SharePoint Saturday India (2012) - Running SharePoint 2013 Farm in the Cloud.
SharePoint Saturday UK (2011) - SharePoint Application Showcase.
Option 1: Lightweight Office 365 dev/test environment consists of an Office 365 trial subscription that you access from your main computer.
Option 2: Simulated enterprise Office 365 dev/test environment consists of an Office 365 trial subscription and a simplified organization intranet connected to the Internet, which is hosted in Microsoft Azure infrastructure services.
Difference between two environment options is that option 2 allows you to demonstrate app in an environment.
For base config: you will need Azure free trial or existing subscriptions - create resource group, storage account, and virtual network.
http://aka.ms/catlgs
SharePoint Online:
- basic setup is all you need if you don’t have a large amount of data to migrate
- deployment advisor: cloud deployment, hybrid deployment, or on-premises-to-cloud migration. Then follow steps to configure features for file storage and sharing, external file sharing, site collections, global settings, and user profiles, and your Office 365 team site.
Exchange staged migration assistant
helps you migrate your mailboxes to Office 365 in phases over several weeks or months.
Recommended when your existing email system is Exchange Server 2003 or Exchange Server 2007
Exchange cutover migration:
migrating all mailboxes to Office 365 at the same time with fewer than 2,000 mailboxes and running Exchange 2003 onwards
More details can be found at https://support.office.com/en-gb/article/Deployment-advisors-for-Office-365-services-165f46e8-3533-4d76-be57-97f81ebd40f2
The FastTrack Center data migration service can migrate mail and files from a variety of platforms. Mail can be moved to Exchange Online from on-premises Exchange Server, IBM Domino, Google Apps for Work, Novell GroupWise, or IMAP capable systems.
Files can be moved to OneDrive for Business from Google Drive, Box, or file shares and to SharePoint Online team sites from file shares
On average it take 4 to 6 weeks subject to organisation requirements and environment.
Industry
Retail
Communication & Media
Healthcare
Hospitality
Financial Services
Professional Services
Education
Legal
Manufacturing
Roles
Operations
Human Resources
Sales
Finance
Marketing
Products
StaffHub
Yammer
Skype for Business
SharePoint Online
Word
Outlook
Sway
PowerPoint
OneNote
OneDrive for Business
Office 365
Excel
Delve
Power BI
Outlook Groups
Microsoft Teams
Planner
Project
Office 365 Groups
MyAnalytics
THIS SLIDE IS FOR INTERNAL USE ONLY
19
Consider Information Architecture that enables findability and searchability of content.
Security Boundaries
Content Type Hub
Metadata Term Stores
Content Types
Site Columns
Search Content Sources
Search Managed Properties