Office 365 Disruption - Metalogix Roadshow - 20th October 2016

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Metalogix Roadshow @alistairpugin

Microsoft Ignite 2015 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.10/19/2016 11:36 PM1

Office 365:Digital Disruption or TransformationAlistair PuginChief Strategist: Microsoft Services



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Office Servers MVPNintex vTEChief Strategist: Microsoft ServicesBeen working with ECM Products since 2000SharePoint Saturday South AfricaRegional Director for the Information Worker Community in South Africa

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House RulesNumber of questionsNo hecklers (You know who you are)No Prizes, thats at SharePoint Saturday Applaud when I say Look at the monkey


Metalogix Roadshow @alistairpugin 6What is Disruption?




Metalogix Roadshow @alistairpugin Enter



The world works differently today.The change from a world of individual creation to real-time, anytime, anywhere collaboration and co-creation is ever increasing.of business email users will primarily rely on a Surface, tablet or other mobile device by 2016.50

%of SMBs believe mobile apps will entirely replace some traditional solutions in the near future71

%3.5 millionSMBs will use instant collaboration apps by 2018, and2.5 millionwill use web conferencing

Metalogix Roadshow @alistairpugin [Slide Objective:] Show how the way we work together within organizations and with our customers and partners has changed. Create urgency here. Your employees, customers and partners are working differently with mobility and cloud services tools that make them more productive and help them grow.

[Talk Track:]

Weve shifted from making things on our own, by ourselves, in our office full of cubicles (cube farm), to collaborating with our teammates and customers, virtually, in real time, on any device, from different locations.

The world of working at one desktop, one office, from 9-5 is changing. Your finance people may be in a different building, in a different city or country. And theyre now working on tablets and phones, from a doctors office, a coffee shop, or in the car after dropping the kids off at school.

This isnt just within your organization. Its the way your customers and partners are working, too. [CREATE URGENCY:] More importantly, your competitors are working this way. If youre not in the cloud, the divide continues to grow between you and your competitors. They are moving to the cloud, and we dont want you to be left behind. Youll want to be using what your customers and your partners are using to stay in the game.

[Additional Points:]By 2016, at least 50 percent of business email users will primarily rely on a tablet, or other mobile client(Source:Gartner via Storage Review - http://www.storagereview.com/hp_announces_smb_mobility_security_and_media_solutions_and_services)By 2018, 3.5M SMBs will use instant collaboration applications and 2.5M will use web conferencing. (Source: Odin; http://www.odin.com/fileadmin/parallels/documents/smb-reports/2015/SMB_Global_EN_20150428_web.pdf)71% of SMBs believe that mobile apps will replace some traditional solutions entirely in the near future. (Source:SMB Group; http://www.itinflections.com/3-core-tech-trends-driving-growth-development-for-smbs/) 11

Get the tools you need for todays business.WorrylessWorkeasierWorktogetherAlways up to date, best-in-class productivity tools from Office 365 can help you:

Metalogix Roadshow @alistairpugin [Slide Objective:] Introduce the 3 main benefits of Office 365 for SMBs.

[Talk Track:]When we think about productivity and how to provide the best solution for you. There are three core principles that we and Microsoft consider when looking at Office 365. These are the same core principles that we will use to help define success as your organization adopts Office 365.

[Office 365 messaging:]

Protect what you value most (Worry less)Office 365 helps you be secure in knowing youre managing and protecting your companys devices, data and budget while staying competitive.

Work from anywhere (Work easier)With Office 365, let everyone work the way they work best (in and out of the office), using trusted business applications such as Word, PowerPoint, Excel and Exchange while benefiting from a consistent experience across every device, including iOS and Android devices.

Collaborate (Work together)Office 365 gives you the flexibility to easily access and edit documents in real time across devices and platforms (so you and your team are always working with one version of the truth), combined with the collaboration boost that comes from knowing you can share documents securely and hold productive meetings from multiple locations. 12

Protect what you value most.Your data secure and in your control All the compliance featuresyou need, in one place Access to 24/7 real-timesupport for critical issues

Metalogix Roadshow @alistairpugin [Slide Objective:] To provide a deeper dive on Worry less pillar benefits and features to preempt objections on:Data sovereigntyUnknown multiple devices in the environmentUnknown networksThings that seem out of control with a mobile workforce

[Talk Track:] You can feel secure with Office 365 helping you manage and protect your companys devices, data and budget while simultaneously giving your company a competitive advantage.

[Hit on these main points, and insert specific anecdotes that help you tell this story:]With features like mobile device management, data loss prevention and rights management services your data will be secure and controlled, by you.Youll have access to proven and reliable tools. Most other cloud-service providers dont have the financially backed SLA or guarantee that there will always be someone to help you 24/7 if you have critical issues.If you have specific compliance needs within your organization, Office 365 gives you the compliance features all in one place to meet regulations in your industry.

[Office 365 messaging:]Secure your data and business with best in class services that work great for small to mid-sized companies. Gain enterprise-grade protection and business continuity without the need for an enterprise-sized IT department. Enjoy peace of mind with straightforward management functions and a financially backed SLA as well as 24/7 technical phone support for critical issues. Mitigate risk with continuous backup of your companys files in globally distributed data centers. Customize security policies by user and device to ensure the right level of protection for your data.

Feel confident that you are making the most of your technology spend with more control and more choiceAs a subscriber, you benefit from product improvements that are ever more integrated and adaptive to the way you and your teams work. Office 365 continually keeps itself up to date across all applications, so you dont have to worry about upgrades. Add or change employees with one click. When you buy a single license, each person is actually able to work from their preferred devices up to 5 PCs/Macs, up to 5 mobile devices, and up to 5 tablets.

Feel excited about what the future holds with Office 365You are benefiting from a robust community of add-in developers committed specifically to integrating with Office 365 to help businesses of all sizes and types extend the power of Office to reach new heights of competitive advantage. Learn more about these add-ins at betterwith.office.com

With an Office 365 Enterprise subscription your company can get advanced features that are not available anywhere else, to support keeping your company compliant With the unified eDiscovery Center, you can search across SharePoint, Skype for Business, and Exchange mailboxes. eDiscovery integrates with advanced retention and archiving, enabling in-place legal hold and case-based projects.Information Rights Management Services enable you to restrict access to documents and email to specific people and to prevent anyone else from viewing or editing them, even if they are sent outside the organization.

Learn more about the Office 365 Enterprise plans here http://products.office.com/en-us/business/office-365-enterprise-e3-business-software 13

Work the way you want to.Consistent, familiar and synced experience across phone, tablet and desktopOn-the-go access to files, emails and conferencing 1TB online storageCreate and edit documents in real time with colleagues

Metalogix Roadshow @alistairpugin [Slide Objective:] To provide a deeper dive on benefits and features of Work from anywhere pillar to preempt objections on:Doesnt always-on = skewed work-life balance? (Cultural, change management conversation, managed services)Inconsistent experiences across devicesDocument version issues when working outside the office train your employees to work differently. Example: Sending links instead of attaching documents in email.

[Talk Track:] How do you like to work? in office on certain things; at home on others? How do your employees work and where are they geographically?

[Hit on these benefits:]You get a familiar experience across all devices You and your employees can work from anywhere whether or not you have access to InternetYou can easily access critical information and docs when youre out of the office while still ensuring that your data is secure.

[Office 365 messaging:]

From your browser to your desktop to your phone or tablet, Office 365 is your integrated best-in-class productivity tool powered by the cloud. Get the worldwide standard of desktop apps with familiar tools you know and love, including Word, PowerPoint and Excel. Create, share and edit Word, Excel, PowerPoint and OneNote documents in real time with colleagues using any browser. Bolster productivity thanks to a consistent and optimized experience on all your favorite devices: Mac, PC, iPads and iPhones, Windows phones and tablets and Android phones and tablets.OneDrive for Business enables online and offline access and automatic syncing of files to reflect most recent edits. You can be confident you are always accessing the latest version of your documents from any of your favorite devices. Get smooth access to cloud-based productivity services hosted by Microsoft (business-class email, file sharing, HD video conferencing), making it easier to stay closer to customers and colleagues and keeping you one step ahead of the competition. Rely on one terabyte of online storage: because you should never run out of space to store your important documents.14

Secure platform allows private IMs with approved customers and vendors Multi-location meeting access and hosting via HD VideoSeamless document review, creation and collaboration More flexibility for your collaborative workforce.

Metalogix Roadshow @alistairpugin [Slide Objective:]Deep dive on benefits and features of the Work together pillar:

[Talk Track:] Office 365 has the features to enable cross-group collaboration and access to people, ideas and information when you and your employees need it most.

Skype for BusinessSkype for Business can allow users to communicate and provide feedback when important decisions are being made. IM wherever you are. Ping someone to request a piece of information or a fast fact and always get a quick answer. Present a PPT, review a Word doc or present a virtual whiteboard helps keep everyone on the same page in a virtual meeting

YammerUsing Yammer to easily create a private social network your employees are able to stay connected, share information across teams, and make faster, more informed decisions for the business.Yammer, can be used to share communications and documents that are searchable by current and future employees.

Sharepoint OnlineSharepoint Online enables team and project sharing sites or portals You can use it to share files and resources outside of organization as well.One great example is: to enable a easy access portal for HR and benefits information for your employees , so they can searchlearn and find info about their benefits(employee handbook, procedures, benefits, etc).

[Office 365 messaging:]Whether your collaboration needs are simple or advanced, Office 365 makes working together smooth, secure and productive. Exchange is the business-class e-mail solution that facilitates collaboration across all platforms and devices to keep you in sync with your customers and colleagues, 24/7.Outlook and Skype for Business are integrated so you can add audio/video conferencing to a new or existing meeting with just one click. Host or join a meeting from all of your favorite devices (including iOS and Android). Easily present, share and collaborate on documents (or a virtual whiteboard) within the meeting space.Office 365 supports broader collaboration with services that allow teams to share content and videos. SharePoint is an easy drag and drop intranet for documents and files. Video is an intranet for video that unlocks the communication power of the medium by making it possible to easily produce, share and search video content. With a private social networking platform, teams can collaborate in an intuitive way that keeps everyone in the conversation. Feel confident you are helping your teams be as efficient and effective as possible with Delve, the Office 365 app that learns how colleagues work together best and serves up project information that is most relevant to each team member. 15

Product Overview of Office 365


The gold standard for your business.

Easy reading, easy writing, on every device

Create order, organize data, share insights

Make your point with clarity, your style

Stay productive and connected

Communicate with customers, collaborate with colleagues,

Sync files across all your devices

Metalogix Roadshow @alistairpugin [Slide Objective:] Unpack why Office 365 is the integrated, best-in-class productivity tool for SMBs. This is the core lineup of Office 365. There are other services

[Talk Track:]Office 365 is your productivity tool thats powered by the cloud. Installed on local devices so you still have control. Your private information and proprietary assets are not in the public ether for everyone to access. They are secure and you can control who sees those files. Office 365 includes all the content creation applications you and your customers know and use: Word, Excel, PowerPoint, also available via the web via Office Online.

And Office 365 provides a set of services that enables communications, collaboration, data access and storage across your devices:OutlookOneDrive for Business Skype for Business

Online or offline, at their desks or on the go, from multiple devices you can help ensure that your staff and customers get to what they need when and where they need it.

17

Outlook Multi-Factor AuthNew DLP PoliciesDeferred UpdatesSingle Sign On

Office EverywhereGet through your email fasterTell MeSmart LookupAlways there docs

Co-authoringSkype MeetingsModern AttachmentsShared Notebooks

The New Office.

Worry LessWork EasierWork Together

Metalogix Roadshow @alistairpugin [Slide Objective:] Show the latest features of Office 2016 to customers who want to see the latest innovations from Microsoft.

[Talk Track:]Office 365 is your always up to date, best in class productivity tool. We are continuously innovating and Office 2016 is the latest in that innovation. With features like Modern Attachments that gets files out of your inbox and Co-Authoring in Word that lets multiple people work on the same document at the same time, youll see that the new Office takes the work out of working together.

[Feature Descriptions:]Outlook MFA: Securely access content anywhere with Multi-factor Authentication for when youre away from the corporate network.New DLP Policies: Significantly reduce the risk of leaking sensitive data with built-in Data Loss Prevention across Word, PowerPoint, Excel and Outlook.Deferred Updates: Never miss a security update because Office 365 provides automatic monthly security updates and feature releases.Single Sign On: Say Hello just once. Windows 10 Hello and Office 365 log you into your PC and Office all in one simple step.Co-Authoring: Co-author like never before in Word, PowerPoint and OneNote.Skype Meetings: Work like you are all in one room, even when youre not. Skype Meetings offers HD video, shared digital white-boards and content sharing.Modern Attachments: Outlook 2016 is built to make sure everyone on the To: line has the right access with modern attachments while keeping multiple versions of files out of your inbox. Shared Notebooks: Keep teams connected with Office 365 Groups and Office 365 Planner, with shared conversations, notebook, content, plans and more.Office Everywhere: Take your Office anywhere on any device with a complete set of fully featured Office mobile apps across Windows, Android, and iOS. Get through your email faster: The smartest inbox ever. Outlook 2016 is built to give you lightning fast search, remove low priority mail automatically.Tell Me: Find the right command, fast. Just say the word and Tell Me takes you directly to the feature you need.Smart Lookup: Look it up in one click with Smart Lookup, which brings insights from the web right into your Office docs. Always there docs: Pick up right where you left off, as your most recently used documents list travels with you across your devices.

*For HD calling, compatible HD hardware and broadband connection with at least 4 Mbps required.

18

Exchange Online

Manage your business communications across devices,share easily and securely with 50GB mailbox storage per user.

Metalogix Roadshow @alistairpugin [Slide Objective:]To feature the five complementary Office 365 services -- fully integrated, optimized for Microsoft users, and vital part of the way companies work.

Exchange Online: Help ensure that your business email is always available for user productivity while protecting your organization's data. Lets you tailor your solution based on your unique needs. Move to the cloud easily, deploy on-premises, or manage a hybrid deployment with mailboxes that are both online and on-premise.19

OneDrive for Business

Access to all your work and files in one secure, reliable place, with 1TB of cloud storage per user.

Metalogix Roadshow @alistairpugin [Slide Objective:]To feature the five complementary Office 365 services fully integrated, optimized for Microsoft users, and vital part of the way companies work.

OneDrive for Business: gives each user 1 TB of personal cloud storage that can be accessed from anywhere and that syncs with their PC/Mac for offline access. Easily share documents with others, inside and outside your organization, and control who can see and edit each file. Collaborate on Office documents in real time, and securely store, sync and share files from any device.20

Skype for Business

Get messaging, audio and video calls, online meetings and sharing capabilities in one app.


Skype for Business: Connect with other Skype for Business users via instant message, voice and video calls, and let people know your availability with your online status. Share presence, IM, and audio calling with Skypefor Business.21

SharePoint Online

Share ideas and work. Organize information, people and projects.


SharePoint Online: Use it as a secure place to create team or project sites and store, organize, share and access information from almost any device. Collaborate with colleagues, partners and customers.22

Yammer

Private message with your team, share information and organize around projects.


Yammer: Collaboration software and business applications allow your employees to connect with the right people, share information across teams, and organize around projects so they can go further, faster.23

Technical breakdown of Office 365

Metalogix Roadshow @alistairpugin Team news for SharePoint Online modern team sitesSharePoint mobile apps for Android and Windows 10 MobileNews roll-up tab within the SharePoint mobile app for iOSCreate a modern team site and an associated Office 365 group from the SharePoint homeNew people experiences

Mobile and Intelligent Intranet

Metalogix Roadshow @alistairpugin https://blogs.office.com/2016/09/26/enriching-the-mobile-and-intelligent-intranet-with-team-news-apps-for-android-and-windows-and-more/https://blogs.office.com/2016/09/26/connect-to-expertise-and-content-with-new-people-experiences-throughout-office-365/

25

SPO and ODB integrationGroups Created from Yammer get Office 36 GroupOneNote replaces Yammer notes*External Sharing Enabled for O365 Groups

Yammer Joins O365 Groups

Metalogix Roadshow @alistairpugin https://blogs.office.com/2016/09/26/yammer-strengthens-team-collaboration-through-integration-with-office-365-groups/26

https://myignite.microsoft.com/videos/1260Email -> [email protected]

Metalogix Roadshow @alistairpugin https://myignite.microsoft.com/videos/[email protected] with name of your tenant, process takes 1 to 2 weeks27

Microsoft FastTrack SP Migration

http://fasttrack.microsoft.com/office/faq?offers=1


28

Azure AD Identity Protection, Privileged Identity Management & Premium P2 GA

https://blogs.technet.microsoft.com/enterprisemobility/2016/09/07/azuread-identity-protection-azure-ad-privileged-identity-management-and-azure-ad-premium-p2-will-be-generally-available-sept-15th/


29

http://securescore.office.com/


30

31How

Metalogix Roadshow @alistairpugin Office 365 DisruptorsGroupsAdministratorsYammer now a first class citizenUser XperienceMobilePowerAppsFlowPlannerLicensingStaff HubApp ManagementHybridArchivingSecurity and Compliance CenterModern or ClassicUpdates


33Where are we?

Metalogix Roadshow @alistairpugin Governance and ComplianceGovernanceStructurePoliciesHuman componentRecords Management for Information Architecture

ComplianceWhat legislation requires

Technical BitsRMSSecurity and Compliance


Metalogix Roadshow @alistairpugin Top 10 Issues

each one deserves an hour


36

Groove.exe is the Old OneDrive for Business sync clientIt has limitations, but we see people still using it1. Using Old OneDrive Sync Agent


37

RecommendationUse OneDrive.exe instead (Next Gen Sync Client)

Set config to use new client

Use OMS to see who is running old client


38

Continues prompts for credentials due to mismatch in auth on-premises AD and Azure ADOn-premises users cannot access (auth to) cloud resourcesTechNet article talking about issues and it is amplified when using ADFS (delegate issues and more)2. UPN in AD Doesnt Match Primary SMTP for all users


39

Insist on it

Test in batches and have good rollback plan

Dont flow another attribute as logon name using AAD Connect

Recommendation


40

Default configuration is lenientIf you have hybrid, additional work required3. Default EOP (Exchange Online Protection) configuration means you get SPAM and Spoof


41

RecommendationBecome knowledgeable in SPF, DMARC, DKIM, orGet in an expertDont use the defaultsCreate a baselineLearn to follow the cluesCreate a emergency plan, What to do when X happensAdd Advanced Threat Protection (at least trial it)Safe linksSafe attachmentsEnsure latest builds of Office 365PP is deployed


42

Cross premises delegate mailbox permissions are not supportedSpecifically: Send-As, Receive-As, or Send on behalf Full Access permission is supported in Outlookhttps://technet.microsoft.com/en-us/library/jj200581(v=exchg.150).aspx

4.


43

RecommendationDo not separate delegate relationships e.g. PA/Manager

Use script to understand relationships and build plan of who to move when

You can move mailboxes on mass, but dont finalize

Dont move execs first!

Watch this Ignite session

Metalogix Roadshow @alistairpugin Improve shared and delegated calendar experiences in Microsoft Outlook44

If you use ADFS and it is unavailable, Office 365 is unavailable5. ADFS is down, Office 365 is down


45

RecommendationConsider password hash sync over ADFS

ADFS must be HA

Must Love ADFS

Test across devices / OS

What is your emergency plan?

Deploy Azure AD Connect Health for ADFS

Metalogix Roadshow @alistairpugin https://azure.microsoft.com/en-us/documentation/articles/active-directory-aadconnect-health-adfs/46

Forget to include this in the project scope / planWhat should happen when a user leaves companyHow long should license stay on user forWhat happens to account, stay for X, disabled after Y, removed after ZWhat happens to OneDrive content and mailbox?How do I report on license assignment? Cross charge?6. Dont have automated process for license management, onboarding and offboarding


47

RecommendationInvolve business folk

PowerShell solution for license management

Look at custom reporting solution

Understand preservation policies for OneDrive and Exchange Online


48

Some end points require no authenticationE.g. Office 365 PP activation7. Proxy doesnt allow non auth connections to Office 365 end points


49

RecommendationReview Office 365 URLs and IPs

Plan for change

Review your proxy firewall configuration, it might have built in support for Office 365


50

Not deploying the correct Channel of O365PPThey dont have model to keep Office up to date

They dont roll out new Office before moving mailboxesOutlook doesnt connect to mailbox after mailbox moveOST recreates are upgrading from Outlook 2010 to anything newer

8. Flawed Office 365 ProPlus Plan


51

RecommendationDeploy Deferred Channel

Deploy Office 365 ProPlus 2016 before moving mailbox

Update model to remain evergreenSCCMScripts (Tivoli, Fileshare, etc)FastTrack have scripts

https://github.com/OfficeDev/Office-IT-Pro-Deployment-Scripts


52

Biggest risk to your service and data

You quickly lose sight and control

Partner access?

9. Everyone is a Global Admin


53

RecommendationImplement Azure Privileged Identity ManagementUse securescore.office.com to see your risk profileUse OMS to be notified when a new admin has been addedUnderstand the roles and look for least privileged role for usersAll admin accounts should be MFA enabled


54

Big bang and wait for everything to be perfect before rolling out to usersDont allow for changes / agility during projectsFrom zero to hero in 1 jumpDont change culture (operations, steerco) for evergreen10. Treat like on-premises project


55

RecommendationThere will be change during projectDeliver smaller incremental updates /enhancements to usersAgile over waterfallRhythm for reviewing updates and planning for change


56

Blogs.office.comRoadmap.office.comMonthly video updates (YouTube)Ignite.office.comOffice 365 UGResources


57

Guiding Principles


59Not all business are created equal


60PLAN


Document Everything (Battle Box)


62User Experience


63Training


Tool up

Information Archiving and Storage ManagementPerformance and ContinuitySecurity and GovernanceMigration Planning and Analysis


Metalogix Roadshow @alistairpugin 66

Thank You


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