Académique Documents
Professionnel Documents
Culture Documents
Scope
This success plan provides detailed planning for the Usage and Adoption Deployment and
Implementation and will enable the following technical workloads as defined in the FastTrack Success Plan:
Team
Primary Customer Contact
ROLE OR SYSTEM
NAME TITLE PHONE EMAIL OWNERSHIP
Sara Davis IT Manager 4255551212 sarad@cloudroadshow.com IT
Microsoft Team
Microsoft team resources are also available to support the plan. The following team resources have been
identified.
ROLE NAME RESPONSIBILITIES EMAIL
ATS Brian Shiers Office 365Microsoft Enterprise Mobility bshiers@microsoft.com
TAM Chris Hopkins Office 365Microsoft Enterprise Mobility chhopkin@microsoft.com
The success plan will be completed in defined phases to reach the target users. The following outlines
keydrivers that may impact the plan timeline:
The following outlines the key milestones and phases identified for the success plan.
Pilot 02/15/2016
Go-live 02/22/2016
Plan
03/01/2016
Completion
NUMBER OF USERS
GROUP LOCATION OR DEVICES WORKLOAD
IT Redmond 1000 Office 365Microsoft Enterprise
Mobility
Finance New York 1000 Office 365Microsoft Enterprise
Mobility
Sales Dallas 750 Office 365Microsoft Enterprise
Mobility
Vision
The vision for success plan A Success Plan for Cloud Roadshow is:
Transforming the way our department connects with each other, works together on
tasks or projects, communicates with leadership, and streamlines processes for
efficiency and clarity.
Description We need to help our employees stay focused on what’s important and the ability to
protect our data. Easy visibility into the messages that matter most means your team is
more efficient and can use email to get work done.
Solution Post attachments to OneDrive for Business to easily share your work with others, inside or
outside your organization, while always maintaining just one version of your file. Use
People View to read important messages first, from those they communicate with most
often, and use Search in both Outlook and Outlook Web App to find exactly what you’re
looking for while on the go. You can search by sender and date, and also use the filter to
get what you want quickly, avoid scheduling hassles by easily sharing calendars and
viewing others availability. Scheduling Assist allows you to see the availability of all
attendees and nearby conference rooms directly from a meeting invitation. With a click of
a button, you can also add Skype for Business Meeting information.
Technologies Office Client, Exchange
Solution Experience Office, including Word, Excel, PowerPoint, OneNote, Outlook and Skype for
Business, from your favorite device. You can edit and share files and notes, access your
email, and join online meetings directly from your phone or tablet. Store documents in
document libraries using OneDrive for Business and SharePoint Online, and collaborate
with others in real time using Office and Office Online. Create polished documents using
Word, Excel and PowerPoint, share documents to Yammer to collect feedback and
facilitate ideation, and present results to stakeholders using Skype for Business.
Technologies Office Client, Sharepoint
Description Team members are taking their own individual meeting notes and the information is now
readily available to team members who may have missed a meeting.
Solution Schedule virtual meetings on the fly using Skype for Business, with the ability to join
meetings from Outlook or the Lync/Skype for Business mobile app while on the go. Take
collaborative notes in real time using the shared notes option within Skype for Business.
For those unable to attend, record the meeting to keep everyone on the same page and
share the recording and meeting notes to a team site or Yammer group.
Technologies Skype for Business
Description We need an efficient and secure way to manage content, which requires input from
colleagues across multiple teams and locations, vendors, and also needs to keep track of
everyone’s edits in real-time.
Solution Use OneDrive for Business to store up to 1 TB of personal documents and access your
documents from your PC/Mac, tablet, iPad, or phone. Store files in OneDrive for Business,
or SharePoint Online document libraries, and efficiently share documents while
maintaining privacy control: Files are private by default, but can be shared inside or
outside your organization to allow others to edit or review in real time. Use versioning in
SharePoint or track changes in Word to keep track of modifications and revert changes at
any time. Share files to Yammer to spark conversations and request feedback, all while
working within Office Online.
Technologies Sharepoint
Description We need a way to connect our dispersed workforce and create a culture of sharing,
innovation and community.
Description EMS helps you solve one of the key challenges in the mobile-first, cloud-first world – how
to deliver secure email to employees on-the-go. With EMS, your employees will get secure
and seamless access to corporate email and documents as well as familiar email and
productivity experiences with Office Mobile apps such as Outlook, Word, Excel,
PowerPoint, and OneDrive. EMS protects corporate data on the device itself and beyond
with four layers of protection across identity, device, application, and data–all without
impacting personal info.
Solution Start with a familiar and powerful productivity experience with Office Mobile apps on
Windows, iOS and Android. Next, setup a Compliance policy in the Intune portal that says
only managed devices can access corporate email. Employees are prompted to download
the Company Portal from their app store before they get access to email. The process is
seamless between Intune, the Company Portal and Office 365 with managed access to
email and documents and secure access for corporate email, SharePoint and One Drive.
Technologies Azure Active Directory Premium, Microsoft Intune, Azure Rights Management Premium
Scenario Resources
Use the scenario specific resources to help you deliver the scenario to the users in your plan.
Training Template [en-US]
US]
Training Template [en-US]
business and collaboration,
encouraging more “face‐to‐face” Tips & Tricks Examples 3 [en-US]
communication. Training Template [en-US]
Tips for using Yammer to work
business and collaboration,
together [en-US]
encouraging more “face‐to‐face”
communication. Training Template [en-US]
Success Metrics
Your identified success metrics include:
Risks
In preparation of this success plan the following risks have been identified and analyzed:
Technology implementation risk will be called out in the technology implementation sections of this plan.
Each of the identified risks provide strategies to be implemented to mitigate and have an action contingency if
required.
Dependent Projects
Your plan has a dependency on other active projects. The following projects have been identified as
dependent projects
PROJECT OWNER DEPENDENCY NOTES
Retail Sara Davis Business Timing No changes allowed in
Nov/Dec
Active Directory
Connectivity
CURRENT CONNECTIVITY STATE
Locations for this plan have redundant Internet access: No
Currently experience performance and/or reliability issues with your Internet Yes
connection:
Mobile users experience performance and/or reliability issues when connecting to Yes
corporate resources over the internet:
All users and workstations in scope for this plan have internet access: Yes
A proxy or authenticated proxy solution exist for the connections in the plan: No
You able to bypass the proxy for traffic destined for Office 365 or EMS Not Applicable
Your security policy enforces filtering for incoming and/or outgoing internet traffic: Yes
The security policy allow access to the required service ports, protocols, URLs, and IPs: Yes
Devices
The following devices are in use in the organization
DEVICE OS BYOD QUANTITY
iPhone iOS Yes 500
Coordinate plan
Socialize the plan requirements to ensure restrictions are mitigated.
N-2 Engagement Events Play teaser videos during pre-launch event(s), perhaps by the elevator(s) or by the cafeter
N-1 N-1 Use a final survey immediately after the champions’ soft-launch period to determine whe
N-1 N-1 Host an in-person event where users can discover Office 365, talk to a success plan team
room.
Launch
These are the activities planned to be completed at the day or week of the launch. Timelines are relative the
primary deployment date in weeks.
N Engagement Host a large-scale launch event, such as a company all- Communication Lead
Events hands or town hall style meeting, in which the executive
sponsor and rollout team can officially introduce Office 365
and discuss the value proposition.
Post-Launch
Adoption activities identified to continue beyond your success plan completion. Timelines are relative the
primary deployment date in weeks.
N+2 Communications Periodically share tips with end-users by using the “tips & Communication Lead
tricks” email templates to sustain momentum and broaden
the use of each scenario.
N+2 Communications Periodically host in-person events (bi-weekly or monthly Training Lead
Buzz Days) where users can browse Office 365, talk to a
success plan team member at various scenario stations, and
access training resources. Have the event in a high-traffic
area such as a lobby or lunch room.
N+4 Engagement Periodically share tips with end-users by using the “tips & Training Lead
Events tricks” email templates to sustain momentum and broaden
the use of each scenario.
N+4 Engagement Periodically host in-person events (bi-weekly or monthly Training Lead
Events Buzz Days) where users can browse Office 365, talk to a
success plan team member at various scenario stations, and
access training resources. Have the event in a high-traffic
area such as a lobby or lunch room.
N+4 Measurement Release a survey halfway through your launch to gather Success Plan
data about users’ experiences with Office 365 and use the Manager
results to make any necessary adjustments.
N+6 Communications Periodically share tips with end-users by using the “tips & Communication Lead
tricks” email templates to sustain momentum and broaden
the use of each scenario.
N+6 Communications Periodically share tips with end-users by using the “tips & Periodically host in-
tricks” email templates to sustain momentum and broaden person events (bi-
the use of each scenario. weekly or monthly
Buzz Days) where
users can browse
Office 365, talk to a
success plan team
member at various
scenario stations, and
access training
resources. Have the
event in a high-traffic
area such as a lobby
or lunch room.
N+6 Measurement After your organization-wide rollout, use a final survey to Success Plan
assess user satisfaction. You can release this survey 90 days Manager
after launch, and then in quarterly increments to continue
to measure user adoption from a satisfaction and
productivity standpoint.
Monthly Measurement Track results based on your previously defined Success Success Plan
Metrics and measure progress against your benchmark. Manager
Periodically report results to key stakeholders.
Ongoing Support Maintain a Frequently Asked Questions (FAQ) list to address Training Lead
the most anticipated questions. Post the FAQ on your
internal site, or Yammer group, and assign a team to update
it regularly.
Ongoing Training Along with end-user training, be sure to communicate your Training Lead
organization’s specific policies and best practices so users
Resources
You can obtain resources to support these activities at http://success.office.com/resources including email
templates, getting started guides, and more.
Also join the Office 365 adoption conversation on Yammer to learn from the community and be inspired.
http://aka.ms/Office365Network/DrivingAdoption
Office 365
OFFICE CLIENTS
The following clients are in place.
Office 2010
MESSAGING ENVIRONMENT
The following email environment/s is in place.
MAIL PLATFORM
Exchange, 2013,
SHAREPOINT ENVIRONMENT
The following environment is in place.
OFFICE VERSION DESCRIPTION
Foundation
NETWORK READINESS AND PLANNING
Using Office 365 will change your organization’s Internet traffic, so evaluation and assessment of the Cloud
Roadshow's network is important.
NETWORK FOR OFFICE 365
You have sufficient internet bandwidth capacity for usage of Office 365:
The following network remediation items have been identified within Cloud Roadshow
Plan for Internet bandwidth usage
Use the TechnNet guidance to update your network to be ready for the additional load the connections to the
cloud resources will place on your network
Office 365: http://technet.microsoft.com/en-us/library/dn850366.aspx
DOMAINS
Office 365 gives customers the ability to use their own domain names in Office 365. Office 365 supports any
level of domain, including third-level domains such as marketing.contoso.com. However, a domain cannot be
associated with an Office 365 tenant if it has already been registered in another Microsoft cloud service. Cloud
Roadshow has identified and will use the following domains with Office 365:
DOMAIN INTENT
cloudroadshow.com Exchange
The following network remediation items have been identified within CLOUD ROADSHOW
Add additional domains to office 365 (UPN, SMTP, SIP)
By adding a domain, you can use a step-by-step wizard to add users to convert your office 365 email
address, website, and other services to your business name
https://support.office.com/en-ie/article/Add-additional-domains-to-Office-365-86f439e3-6f4b-4e84-96a9-
19ef46bb5f10
Register Public and Private DNS Records for Office 365 workloads
Describes the kinds of external DNS records that are used with Office 365 services, such as CNAME, TXT,
MX, SPF, HOST and SRV.
https://support.office.com/en-ie/article/general-instructions-for-creating-DNS-records-for-Office-365-
7b7b075d-79f9-4e37-8a9e-fb60c1d95166
Your planned Office 365 identity approach for this success plan: Not Applicable
You plan to limit parts of your Active Directory from scope of directory synchronization Yes
The ID-Fix tool evaluates the readiness of your AD to synchronize data with Office 365. ID- Yes
Fix has been run for your environment:
Two-factor, multi-factor, or strong authentication is required for this Office 365 success No
plan:
Your Active Directory environment must be properly configured in order to work with single sign-on. In
particular, the userPrincipalName (UPN) attribute, also known as a user logon name, must be set up for each
user in a specific way.
Learn More: http://technet.microsoft.com/en-us/library/dn518151.aspx
We recommend running directory synchronization on a full installation of SQL Server 2012 SP1 if you will be
synchronizing more than 50,000 objects
We recommend reviewing the selected identity approach as it doesn’t align the with HRC recommendation for
identity.
Learn More: https://support.office.com/en-us/article/Understanding-Office-365-identity-and-Azure-Active-
Directory-06a189e7-5ec6-4af2-94bf-a22ea225a7a9?ui=en-US&rs=en-US&ad=U
Co-existence with Exchange on-premises planned, this will be a hybrid implementation: Yes
The Exchange Hybrid will be configured using Exchange version: Exchange 2013
Your environment has certificates issued by a public certificate authority for Exchange No
and Active Directory Federation Services:
You plan to migrate your current mail archive data to Exchange Online archiving: Yes
You have Outlook Anywhere enabled and configured in your existing Exchange No
environment:
Users require to send bulk email messages, email notification messages, or other mass Yes
mailings
Further details on your recommended migration process are included in a later section.
KEY USAGE SCENARIOS
FastTrack Success Plan | A Success Plan for Cloud 19
Roadshow
The following usage scenarios were identified as part of the planned used of Exchange. These scenarios are key
focus areas which are included based on the workloads and success roadmap.
PLANNED CLIENTS
Outlook (Windows Desktop)
Outlook Web App
Mobile Devices via EAS
Ensure that the selected clients are current and meet the client and mobile devices list supported by Exchange
online. Refer to this in the Exchange Online service description: https://technet.microsoft.com/en-
us/library/exchange-online-clients-and-mobile-devices.aspx
EXTENDING EXCHANGE
Apps for Outlook are applications that extend the usefulness of email by adding information or tools that your
users can use without having to leave Outlook Web App. For more information:
http://technet.microsoft.com/en-us/library/jj943753%28v=exchg.150%29.aspx
SharePoint Online
CURRENT ENVIRONMENT
CURRENT USE
http://technet.microsoft.com/en-us/library/jj898490(v=exchg.150).aspx Yes
You are currently using OneDrive for Business in your Organization: Yes
USAGE SCENARIOS
You plan to use the following solution options in SharePoint Online and OneDrive for Business:
Collaboration | Team Sites, Work Management, External Sharing
Search | Basic Search, Standard Search, Enterprise Search
HYBRID
The following outlines your planned use of hybrid SharePoint capabilities.
HYBRID PLAN
You plan to deploy a hybrid SharePoint solution with Office 365: Yes
The SharePoint version you will configure hybrid SharePoint with: SharePoint 2013
MIGRATION
The following outlines your migration requirements.
MIGRATION REQUIREMENTS
You have content stored on file servers or cloud storage that you want to move to Yes
OneDrive for Business:
The source environment(s) from which you would migrate to SharePoint On-premises file servers
Online/OneDrive for Business: (Windows Server file shares)
Google Apps for Work (Google
Drive and Google Docs)
Box
Estimated amount of data you will need to migrate to OneDrive for Business (in 5
Terabytes):
Office Clients
PLANNED USE
The implementation of the new Office clients intends to deliver the following benefits:
SUMMARY
The following outlines your current state and planned use.
ENVIRONMENT
You currently use browsers that aren't supported per the service description for Office Yes
365:
USE
You will assign Office 365 ProPlus licenses to your existing users with via these methods: Use PowerShell script to batch
assign Office 365 licenses to
each user
Users will be allowed to download and install Office directly from the Office 365 User Yes
Portal:
You plan to deploy and use Office 365 ProPlus on shared a virtual desktop infrastructure No
(VDI) or Remote Desktop Services (RDS):
The following client remediation items have been identified within Cloud Roadshow
PACKAGE
The following are the planned deployment profiles:
NAME AUDIENCE # 32/64 INSTALL723 EXCLUDED UPDATE BRANCH LANG.
APPROACH APPS APPROACH
Standard Corp 5000 32 Managed Access Managed CBB English
Bits
APPLICATION COMPATIBILITY
The following are identified Office Application compatibility concerns.
APPLICATION VERSION USERS HOW IT INTEGRATES WITH OFFICE OFFICE 2016 SUPPORTED
You currently plan to use Office Telemetry to understand application, addin and macro Yes
use in your organization:
The following compatibility actions have been identified within Cloud Roadshow
DEPLOY
Planned deployment approach for Office.
CLIENT DEPOYMENT
The software distribution tool you will primarily use to deploy Office: System Center Configuration
2008 or older
Your planned use of Office 365 ProPlus side-by-side with an older version of Office: Yes
Versions that will be installed side-by-side with Office ProPlus: Office 2010
OFFICE MOBILE
Office 365 provides mobile versions of Office, available with your Office 365 ProPlus license. This includes apps
for iOS, Android, and Windows. The following outlines the plan to use these options.
MOBILE
Approach to be used to support Office Mobile apps for iOS, Android or Windows in your Managed
organization: deployment using
Microsoft Intune
SUMMARY
SCENARIO COUNT
Users enabled for IM/P (including peer to peer) AV calling 400
ENVIRONMENT
Your existing on-premises deployment location is best described as: Internal
You have reviewed the supported client list for Skype for Business: Yes
You have a Skype for Business devices strategy in place for the various group of end users Not Applicable
covered in this plan:
You have a deployment plan in place to remediate all non-compliant clients: Yes
EXTERNAL COMMUNICATIONS
This captures your planned use of Skype for Business in external communications.
EXTERNAL
Your organization has a requirement to federate with other companies running Skype Yes
for Business Server, Lync Server or Office Communications Server:
You plan to disable open federation with Skype for Business. You will plan enable federation with the following
domains: Not Applicable
Coexistence Plans
You plan to implement the coexistence with this SIP strategy: Same SIP
You have a Lync 2010, Lync 2013 or Skype for Business 2015 edge server defined as Yes
your federation edge:
Yammer
Yammer is a best-in-class enterprise social network that brings together employees, content, conversations,
and business data in a single location. For more information: http://technet.microsoft.com/en-
us/library/dn518327.aspx
Yammer Client
Your existing Yammer Network has been upgraded to an Enterprise Network: Not Applicable
To have the best user experience utilizing the Yammer service we recommend that you always use the latest
browsers. The following Yammer client remediation items have been identified within Cloud Roadshow's
organization.
Yammer Browser and System Requirements
This details the Yammer client requirements, these requirements are consistent with those of Office 365
Learn more: http://go.microsoft.com/fwlink/?LinkID=526340
Microsoft Intune
Summary
The information in this section captures the current state of Cloud Roadshow environment specific to Microsoft
Intune. Remediation items are highlighted where action will be required.
ENVIRONMENT & PLAN
This success plan will engage the FastTrack Center to assist in deployment or Yes
migration:
Your infrastructure, devices and web browsers meet the minimum technical Yes
requirements for Microsoft Intune:
You plan to grant administration rights over your Microsoft Intune subscription to Yes
other IT administrators in your company:
Version of System Center Configuration Manager used in your organization: Previous versions of System
Center Configuration
Manager
You plan to integrate System Center Configuration Manager with Microsoft Intune to Yes
manage all devices in one console:
Your users allowed to bring their own device (BYOD) to access corporate resources: Yes
You plan to distribute one or more of the following profiles to the managed devices: Public stores
You plan to configure mobile application management policies to restrict corporate Yes, over devices managed by
data to managed applications: Intune
You are planning to grant access to corporate data and apps, to your business partners Yes
on mobile devices
You are planning to grant access to corporate data and apps, to outsourced personnel Yes
on mobile devices
You plan to start rolling out Intune: 1 to 3 months from now
Number of devices you plan to manage with Intune in the next year
OCTOBER -
DECEMBER 2015 JANUARY - MARCH 2016 APRIL - JUNE 2016 JULY - SEPTEMBER 2016
If the Microsoft Outlook app is one of the applications that you are planing to distribute to manage mobile
devices:
This section of your
Success Plan summary
provides an overview of
the implementation of
the technology required
for your plan. Each of
the technology
workloads you selected
for the FastTrack Success
Plan is listed in this plan # OF DEVICES IN
section. DEPLOYMENT METHOD SCOPE HOW SOON?
3rd Party Applications you would like to deploy and manage using Intune's Application Management
capabilities:
MOBILE APPLICATION NAME OR DESCRIPTION
You are planning to grant access to corporate data and apps to:
The following remediation items have been identified within Cloud Roadshow.
Domains
Microsoft Intune gives customers the ability to use their own domain names in the service. Intune supports any
level of domain, including third-level domains such as marketing.Cloud Roadshow.com. Please note, a domain
cannot be associated with a Microsoft Intune tenant if it has already been registered in another Microsoft cloud
service tenant. However, if you have multiple Microsoft cloud services subscriptions associated to a common
tenant, they can all share the same domain name.
The following Active Directory environments have been identified as in scope for deployment of Microsoft
Intune:
DOMAIN OBJECT COUNT LOGON
cloudroadshow.com Yes
Planning
The following captures your stated plans for your implementation.
The services you plan to enable conditional access with are listed below:
PLANNING
PC management is included in the scope of this success plan: Windows 10 computers
Application distribution for PCs is in scope for this success plan: Yes
The following remediation items have been identified within Cloud Roadshow
PC Management
Learn about managing PCs with Microsoft Intune
https://technet.microsoft.com/en-us/library/dn646959.aspx
Application distribution
You can deploy software to your managed computers in a variety of different formats like a Windows Installer,
or Windows app package file. You can also deploy links to applications in a store, or links to Web applications.
Learn about application management on managed computers.
https://technet.microsoft.com/en-us/library/dn646965.aspx
Support Plan
TOPIC PLAN
Support Team
Recommended Activities
The following activities have been identified within Cloud Roadshow organization based on your current state,
activities and planned scope.
Task Item Description Learn more
Setup a support plan This will be arranged by your Microsoft account
review. team or partner.