to the cloud, from the trenches: best practices for migrating to microsoft office 365 jorge r. diaz...
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To the Cloud, from the Trenches: Best Practices for Migrating to Microsoft Office 365Jorge R. DiazMicrosoft MVP | Exchange ServerArchitectPlanet Technologies
OSP325
About me…
• Cloud Solutions Architect with Planet Technologies• Primary focus in State & Local Government and Education
• Designed and deployed over 25 enterprise Office 365 solutions
• Migrated over 75,000 users to Office 365• Premier partner for BPOS to Office 365 transition support• Microsoft MVP | Exchange Server• MCITP: Office 365 Administrator• Blog: http://jorgerdiaz.wordpress.com• Twitter: @PlanetJorge
IntroductionThe Source
• Customers environments vary not only from platform to platform but versions within each platform
• Each migration is a unique scenario with hundreds of variables
• Source environments we will discuss include:
IntroductionThe Destination
PlanningDiscovering the Environment
• Tried and true fact: “What costs a dollar now will cost 100 dollars in a week and a 1,000 dollars in a month”
• Understanding the existing environment, directory services infrastructure, dependent applications and end user configurations is critical to success
• Don’t forget the business process, the technology is only a part of the puzzle, it is key to understand:• Who is responsible for each various task• How is information shared
PlanningCommon Discovery Tools
• The Office 365 Deployment Readiness Tool:• http://community.office365.com/en-us/f/183/p/2285/8155.aspx
• The tool discovers key information for the following areas:• Domains• User Identity and Account Provisioning• Exchange Online• Lync Online• SharePoint Online• Client and End User Experience• Network
demo
Office 365 Deployment Readiness Tool
PlanningCommon Discovery Tools
• Exchange Best Practices Analyzer• Exchange Connectivity Tester• https://www.testexchangeconnectivity.com/
• Office 365 DNS checker• http://www.testmyoffice365.com/
Source EnvironmentWhere are you migrating from?• Do you have Active Directory in place and how well is it
maintained? • The source environment will drive key decisions moving
forward• What are key features you need during your migration? • Can your migration be executed in short order or will it
be a long process?
Source EnvironmentActive Directory Considerations
• Based on the Readiness Tool how many objects are you migrating?• Why should you clean up your AD Prior to implementing?
• UPN Considerations• What is your existing UPN? Is it routable?• Are there any applications that rely on the existing UPN?
• Is your forest/domain functional level correct?• If not what are the implications of raising the functional level?
Source EnvironmentClient Considerations
• What applications do your users currently use to access mail?• If they don’t use Outlook what is your training strategy?• User buy in can make or break any migration
• How well maintained are the desktops, do they meet the minimum requirements?• What are the remediation strategies for non-compliant
workstations?• What version of Office is installed across the board?• Do you have a software deployment package such as
SCCM?• How will you update your workstations and how will it impact
the migration timeline?
Source EnvironmentExchange 2003 Considerations
• The fundamental way Exchange 2003 handles Free/Busy lookups is completely different than 2010
• What is the ‘right’ way to configure a hybrid server when 2003 is in the mix?
• OWA UI changes dramatically, are your users ready for it?• What is your strategy for cutting services over to the
hybrid server? • What rollback options are there?
Source EnvironmentDomino and GroupWise Considerations
• What level of functionality do you want during the migration?
• What tools are out there and what advantages does each tool provide?• Quest Migration Tools and Coexistence Managers• Native Office 365 tools• Migration Wiz cloud based tools
• What about resources, how do we manage them?
Source EnvironmentHybrid Deployments
• For extended hybrid deployments is one server enough?• What are the implications if the server goes down?• What changes in the build if I use more than 1 server?• How does my configuration change if I have Exchange 2003?
Automation through PowerShell
• The Power of PowerShell• Get statistics about users, mailboxes and migration progress• License users in bulk• Mass Update Users UPN• Migrate large batches of users• Convert resources and configure auto-booking• Get mailbox sizes to determine move sequences
Update users UPN
Import-Module ActiveDirectory
Get-ADUser -Filter * -SearchBase ‘DC=domain,DC=local’ | ForEach-Object {$CompleteUPN = $_.SamAccountName + "@domain.com" Set-ADUser -Identity $_.DistinguishedName -UserPrincipalName $CompleteUPN}
Bulk User Activation$powerUser = "[email protected]"$powerPass = "XXXX"
$password = ConvertTo-SecureString $powerPass -AsPlainText -Force$adminCredential = New-Object -TypeName System.Management.Automation.PSCredential -argumentlist $powerUser,$password
Connect-MSOLService -Credential $adminCredential
$AccountSkuId = "sku:ENTERPRISEPACK"$UsageLocation = "US"$LicenseOptions = New-MsolLicenseOptions -AccountSkuId $AccountSkuId$Users = Import-Csv c:\Users.csv
$Users | ForEach-Object {Set-MsolUser -UserPrincipalName $_.UserPrincipalName -UsageLocation $UsageLocationSet-MsolUserLicense -UserPrincipalName $_.UserPrincipalName -AddLicenses $AccountSkuId -LicenseOptions $LicenseOptions}
Batch Move Request$powerUser = "[email protected]"$powerPass = "Password"
$password = ConvertTo-SecureString $powerPass -AsPlainText -Force$Cred = New-Object -TypeName System.Management.Automation.PSCredential -argumentlist $powerUser,$password
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirectionImport-PSSession $Session
$powerUser = "domain\administrator"$powerPass = "Password"$password = ConvertTo-SecureString $powerPass -AsPlainText -Force$Cred = New-Object -TypeName System.Management.Automation.PSCredential -argumentlist $powerUser,$password
$Users = Import-Csv c:\Scripts\Users.csv$Users | ForEach-Object {new-MoveRequest -identity $_.UserPrincipalName -Remote -RemoteHostName 'mail.domain.com' -RemoteCredential $cred -TargetDeliveryDomain 'service.domain.com' -BadItemLimit 10 -LargeItemLimit 20}Remove-PSSession $Session
Get Migration Statistics
$cred=Get-Credential$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirectionImport-PSSession $Session
##Quick Summary of all move requests to provide % completeGet-MoveRequest | Get-MoveRequestStatistics
##Detailed Summary of a single user as they migrateGet-MoveRequest –identity [email protected] | fl
Configure Auto-Booking$powerUser = "[email protected]"$powerPass = "Password"
$password = ConvertTo-SecureString $powerPass -AsPlainText -Force$Cred = New-Object -TypeName System.Management.Automation.PSCredential -argumentlist $powerUser,$password
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $cred -Authentication Basic -AllowRedirectionImport-PSSession $Session
$Users = get-mailbox -resultsize unlimited$Users | ForEach-Object {get-mailbox -resultsize Unlimited | where{$_.ResourceType -eq “Room”} | Set-CalendarProcessing -AutomateProcessing AutoAcceptget-mailbox -resultsize Unlimited | where{$_.ResourceType -eq “Equipment”} | Set-CalendarProcessing -AutomateProcessing AutoAccept}Remove-PSSession $Session
Troubleshooting the Hybrid Wizard
• Getting through the wizard – get-federationinformation fail• C:\Windows\Microsoft.NET\Framework\v3.0\Windows
Communication Foundation• ServiceModelReg.exe –r’
• Accepted Domains• Firewall problems – telnet is your friend!• Update Default e-mail policy failure – Exchange 2003
Troubleshooting Hybrid Mail Flow
• Check internal proxy appliances• Wireshark• Review firewall logs• Confirm Port openings and allowed IP ranges
Troubleshooting Domino/GroupWise Mail Flow
• Review FOPE outbound connector for direct connections• Or use MX?
• Check on-premises front end for concurrent connections• Check mail forwarding in GroupWise/Domino
Resources
Connect. Share. Discuss.
http://northamerica.msteched.com
Learning
Microsoft Certification & Training Resources
www.microsoft.com/learning
TechNet
Resources for IT Professionals
http://microsoft.com/technet
Resources for Developers
http://microsoft.com/msdn
Related Resources
Office 365 TechCenter: technet.microsoft.com/Office365
Office Client TechCenter: technet.microsoft.com/officeOffice, Office 365 and SharePoint Demo Area Includes:
Office 365 IT Pro Command CenterOffice 365 Data Center Exhibit
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