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Microsoft FastTrack

Success Plan Summary

Prepared for Cloud Roadshow


A Success Plan for Cloud Roadshow
Last updated on February 10 2016
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Success Plan Verification

Plan Verified by:

FastTrack Success Plan | A Success Plan for Cloud 2


Roadshow
Success Plan Summary
The Success Plan provides your path the Microsoft Cloud. The plan is tailored for the plan A Success Plan for
Cloud Roadshow. The following is the Success Plan overview:
A Success Plan for Cloud Roadshow
Success Plan Summary
This project will enable Office 365 for the entire organization. Existing on-premises systems will be migrated to the
Office 365 where possible. The project will utilize the Microsoft FastTrack Center to enable the capabilities. This will also
enable Microsoft Intune to assist in the delivery of the solution and establish the management system for the
environment.

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:

Technical Workloads Selected


Office 365 Office Client , Exchange , SharePoint & OneDrive for
Business , Skype for Business , Yammer
Microsoft Enterprise Mobility Microsoft Intune

Team
Primary Customer Contact
ROLE OR SYSTEM
NAME TITLE PHONE EMAIL OWNERSHIP
Sara Davis IT Manager 4255551212 sarad@cloudroadshow.com IT

Cloud Roadshow Team


The following staff have been identified to take key roles in the plan:
ROLE NAME RESPONSIBILITIES EMAIL
Executive Sponsor Garth Fort Office 365Microsoft Enterprise Mobility garth@cloudroadshow.com
Communication Lead Allie Bellow Office 365Microsoft Enterprise Mobility allie@cloudroadshow.com
Business Owner/BDM Garret Office 365Microsoft Enterprise Mobility garret@cloudroadshow.com
Vargas

FastTrack Success Plan | A Success Plan for Cloud 3


Roadshow
Partner Team
Partner team resources are also available to support the plan. The following team resources have been
identified.
ROLE NAME RESPONSIBILITIES EMAIL
Partner Contact/Leader Ben Walter Office 365Microsoft Enterprise Mobility ben@partner.none.com

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

Success Plan Timeline


Successful success plans have a well-defined timeline. The timeline for this plan is outlined below:

Plan Start Plan Complete



February 01 2016 March 01 2016

The success plan will be completed in defined phases to reach the target users. The following outlines
keydrivers that may impact the plan timeline:

Success Plan Priority: Urgent

Existing plan sponsorship: Strong sponsorship

The following outlines the key milestones and phases identified for the success plan.

PHASE MILESTONE START END COMMENTS


Success Plan
02/01/2016
Kickoff

Pilot 02/15/2016

Training 02/15/2016 02/26/2016

Go-live 02/22/2016

Plan
03/01/2016
Completion

FastTrack Success Plan | A Success Plan for Cloud 4


Roadshow
Foundation
In the table below, each group is broken down by size, location, and workload.

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.

Scenarios and Solutions


Below is the list of scenarios and solutions that have been selected for your success plan.

Scenario Emails and calendar on the go

Target Group All

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

Scenario Get it done from anywhere

Target Group All


FastTrack Success Plan | A Success Plan for Cloud 5
Roadshow
Description Get the familiar Office experience on all your devices using a browser or mobile apps
designed to work with Office 365.

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

Scenario Run more effective meetings

Target Group All

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

Scenario Store, sync, and share your files

Target Group All

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

Scenario Work like a network

Target Group All

Description We need a way to connect our dispersed workforce and create a culture of sharing,
innovation and community.

FastTrack Success Plan | A Success Plan for Cloud 6


Roadshow
Solution Have discussions and strengthen communication between team members by working out
loud within a Yammer network. With Yammer, conversations only happen in private when
they need to and everyone benefits from shared information. Give your staff a voice to
share their knowledge and skills with others so that you can make the most out of what
you know. By completing their Yammer profile, coworkers can discover new connections
and recognize ways to work together. Use Yammer to discover things you wouldn't have
normally found otherwise: the right people, documents and conversations you need to get
your best work done.
Technologies Yammer

Scenario Manage mobile productivity

Target Group All

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.

Scenario: Get it done from anywhere


About the scenario Resources
Giving your employees the freedom Announcement Template [en-US]
to work when and where they need Countdown Template [en-US]
to—on their favorite devices—can
increase productivity, simplify team Flyer Template [en-US]
collaboration, and enhance their Poster Template [en-US]
work-life balance. With Office 365, Scenario Learning Path
anything you can do in the office, you Tips for using Excel in Office 365 [en-
can now do on the go. US]
Tips for using OneNote in Office 365
[en-US] Download All
Tips for using Word and PowerPoint
[en-US]
Training Template [en-US]

Scenario: Emails and calendar on the go

FastTrack Success Plan | A Success Plan for Cloud 7


Roadshow
About the scenario Resources
Email is a natural and consistent part Announcement Template [en-US]
of your daily work life. Make sure Countdown Template [en-US]
you’re using a service that
understands what you need. With the Flyer Template [en-US]
capabilities included in Office 365, Poster Template [en-US]
you’re not only getting a service built Scenario Learning Path
on enterprise experience and security,
but also the latest innovative and Tips for better calendar use [en-US]
easy-to-use collaboration and Tips for email on the go [en-US]
communication features.
Tips for working in email [en-US] Download All


Training Template [en-US]

Scenario: Store, sync and share your files


About the scenario Resources
When everyone is working together it Announcement Template [en-US]
can be hard to keep track of files— Countdown Template [en-US]
and even harder to work with them
on the go. With one place for all your Flyer Template [en-US]
work files, you can access them Poster Template [en-US]
anytime, from any device, and share Scenario Learning Path
the latest version with the rest of the
team. Tips for files on the go [en-US]
Tips for sharing files online [en-US]
Tips for working on files together [en- Download All


US]
Training Template [en-US]

Scenario: Run more effective meetings


About the scenario Resources
Skype for Business allows you to Announcement Template [en-US]
communicate and collaborate without
borders and barriers, expanding Countdown Template [en-US]
beyond the walls of your business to
Flyer Template [en-US]
reach partners, prospects and
customers. People can more easily Poster Template [en-US]
communicate and work with the
clients and customers they’ve added Scenario Learning Path
to their extended contacts lists. With Tips & Tricks Examples [en-US]
Skype for Business, video calling is a
more natural part of everyday Tips & Tricks Examples 2 [en-US]
Download All


business and collaboration,
encouraging more “face‐to‐face” Tips & Tricks Examples 3 [en-US]
communication. Training Template [en-US]

FastTrack Success Plan | A Success Plan for Cloud 8


Roadshow
Scenario: Work Like a Network
About the scenario Resources
Skype for Business allows you to Announcement Template [en-US]
communicate and collaborate without Countdown Template [en-US]
borders and barriers, expanding
beyond the walls of your business to Flyer Template [en-US]
reach partners, prospects and Poster Template [en-US]
customers. People can more easily Scenario Learning Path
communicate and work with the
clients and customers they’ve added Tips for document collaboration [en-
to their extended contacts lists. With US]
Skype for Business, video calling is a Tips for using Yammer [en-US]
more natural part of everyday
Download All


Tips for using Yammer to work
business and collaboration,
together [en-US]
encouraging more “face‐to‐face”
communication. Training Template [en-US]

Success Plan Management

Success Metrics
Your identified success metrics include:

SUCCESS CRITERIA METHOD/SOURCE METRICS EXAMPLE GOAL


Improved collaboration Qualitative End user surveys; Employee satisfaction; Time Teams that work from
Increased cross-team and Yammer groups feedback saved multiple locations will report
cross-location improved feelings of
communications. connection with their
teammates within 3 months
of the Skype for Business
rollout.
Increased adoption Increased Quantitative Office 365 Mailbox usage; SharePoint Comparison of pre- and
usage correlates to user reports usage; Skype for Business post-rollout usage reports
adoption of the technology. IMs and conferences; will show increasing adoption
Minutes of Skype for of 10% per month.
Business audio used
Reduced operating costs Quantitative Office 365 Mailbox usage; SharePoint Comparison of pre- and
Increased adoption correlates reporting; Finance/ usage’ Audio conferencing post- Office 365 reports will
to reduced third-party accounting reports; Help billing and usage; Travel and show cost savings. Post-
conferencing usage, travel desk reports; Travel and phone expenses; Help desk rollout usage of third party
time, and resource allocation. phone expense reports; calls phone conferencing should
Output measures show decreasing usage of
10% per month.

Risks
In preparation of this success plan the following risks have been identified and analyzed:

FastTrack Success Plan | A Success Plan for Cloud 9


Roadshow
RISK IMPACT PROBABILITY
Change in scope Low Medium

Schedule slips past completion High High


deadline

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.

Risk Change in scope


Mitigation/Contingency While every effort has been made to ensure that the scope of the deployment is
clearly documented in this deployment plan, unforeseen circumstances and
business conditions may result in a sudden change of scope.
To reduce the risk of additional scope items being introduced after success plan
kickoff, the draft deployment plan will be circulated for review with all stakeholders
before the plan is finalized and work begins. Any request for change in scope will
be reviewed by the success plan sponsor and success plan owner and, if possible,
deferred to a follow-up success plan after the completion of this success plan.
If a scope change is deemed necessary and approved by the success plan sponsor,
the success plan team will identify the effort required to make the change and any
additional costs the success plan will incur. As this item would not have been
budgeted for, the success plan owner will seek additional budget from the success
plan sponsor, or requestor.
Mitigation Strategy:Contingency Summary:

Risk Schedule slips past completion deadline


Mitigation/Contingency The success plan sponsor has indicated that for budget reasons, this success plan
must be completed by the defined timeline. If the success plan draws out longer
than this, additional costs from supporting the existing platform may be incurred.
To reduce the risk of success plan slippage, a 1 week buffer has been added to the
end of every phase to account for any potential overruns.
If a slippage does occur, the success plan owner will communicate any impact to
the success plan sponsor in the weekly status report. If a phase slips longer than
the allocated buffer time, low priority tasks will be cut from the success plan and
will be reviewed for inclusion in a post-deployment success plan.
Mitigation Strategy:Contingency Summary:

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

Summary of Current Environment


The information below describes the state of IT infrastructure relevant to the plan and if required outlines tasks
you need to carry out to adjust your current environment for the success plan.

FastTrack Success Plan | A Success Plan for Cloud 10


Roadshow
CURRENT MICROSOFT CLOUD USE
Microsoft cloud solutions in use today: Office 365,

Tenant domain: cloudroadshow.onmicrosoft.com

Active Directory

AD FOREST OBJECT COUNT LOGON RESOURCE FOREST

corp 4000 Yes

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

Your firewalls support domain-based filtering: Yes

Local firewall software been installed on workstations: No

Network Address Translation (NAT) is used within the environment: No

Users use a VPN to connect to corporate resources: No

FastTrack Success Plan | A Success Plan for Cloud 11


Roadshow
Restrictions on the current environment exist (i.e. outsourcing, change management Yes
controls, architecture restrictions, etc.):

Devices
The following devices are in use in the organization
DEVICE OS BYOD QUANTITY
iPhone iOS Yes 500

Recommended Actions: Current Environment


The following activities have been identified as tasks you need to take for this plan to update your current
environment for the plan requirements.
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

Plan for access


Enable access to all required ports, protocols, URLs, and IPs for the workloads.
Office 365 Ports and Protocols: https://technet.microsoft.com/en-us/library/hh852522.aspx
Office 365 URLs and IP address ranges: https://technet.microsoft.com/en-us/library/hh373144.aspx
Microsoft Intune domains and ports: https://technet.microsoft.com/en-US/library/dn762335.aspx

Coordinate plan
Socialize the plan requirements to ensure restrictions are mitigated.

Adoption and Use Summary


Your Plan
The following details the activities by major timeline phase you have identified to carry out to drive adoption
for your plan.
CURRENT CHANGE MANAGEMENT
You have an existing change management team and process who will coordinate
Yes
the plan activities:

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Pre-Launch
These are the activities planned to be completed prior the success plan launch. Timelines are relative the
primary deployment date in weeks.

TIMELINE CATEGORY DESCRIPTION


N-5 Community Create a Yammer group to engage with pilot members and anyone interested before laun
N-5 Communications Send a “Countdown email” to let your audience know what’s coming, set expectations, an
N-4 Support Ensure your helpdesk is trained & ready for launch.
N-4 Engagement Events Host an in-person event to train champions & pilot members. Use customizable training d
N-3 Training Use an internal team site to store training resources such as getting started guides and tip
N-3 Measurement Circulate a baseline survey shortly before champions participating in your soft launch rece
N-3 Communications Ensure that Office 365 has a visual presence throughout your locations with posters, flyer
N-2 Measurement Release a survey halfway through your soft launch to gather data about champions’ expe
N-2 Measurement Work with Internal Communication to make announcements across your Company Portal

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.

TIMELINE CATEGORY DESCRIPTION OWNER


N-1 Measurement Circulate a baseline survey shortly before champions Success Plan
participating in your soft launch receive activated accounts Manager
and devices, to gather data about their knowledge of Office
365.
N Communications Send out an “Announcement email” to let users know Communication Lead
what’s available, how to get started, and where to go to find
help and resources.

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.

TIMELINE CATEGORY DESCRIPTION OWNER

FastTrack Success Plan | A Success Plan for Cloud 13


Roadshow
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 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

FastTrack Success Plan | A Success Plan for Cloud 14


Roadshow
are aware of specific guidelines and how they’re expected
to use Office 365.
Ongoing Measurement Capture success stories & showcase them through Community Manager
“Spotlight Days,” where an employee or team are
recognized for their successful use of Office 365, and in-
person “Buzz Days” to inspire users.
Ongoing Community Make sure to encourage your users and champions to Community Manager
develop ideas for how Office 365 can improve business
practices and to share them with others via a Yammer
group. Use these ideas to generate additional usage
scenarios and kick off additional trainings.
Ongoing Support Keep an eye on Office 365 Service Updates and leverage Success Plan
our communication templates to let people know about Manager
new features released to the service.

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

Deployment & Implementation Summary


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 section.

Office 365

Implementation & Deployment Assistance


The following services can assist you to implement this Office 365 success plan.

Office 365 FastTrack Center


Microsoft’s FastTrack Center team will work with you to assess, remediate, enable, and migrate eligible services.
These services are included as a benefit of the service at no additional cost. You indicated that you do not
intend to leverage the FastTrack Center in the plan. Learn more about the FastTrack Center capabilities –
http://aka.ms/fasttrackcenter.
The following are the FastTrack Center capabilities you plan to leverage as part of this plan:

CAPABILITY PLAN TO ENGAGE

Core onboarding Yes

Mail migration Yes


FastTrack Success Plan | A Success Plan for Cloud 15
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CAPABILITY PLAN TO ENGAGE

Data migration to OneDrive for Business Yes

Data migration to SharePoint team sites Yes

Adoption services from Microsoft Partners


New customers may be eligible for the Office 365 Adoption Offer. As part of this offer, you may choose to
have Microsoft reimburse a qualified partner of your choice to conduct adoption activities to help you get
started using Office 365. You can review these offers and see the current status of the offers in your Microsoft
FastTrack portal.
For more information, see: http://aka.ms/365-offers

Implementation & Deployment Guidance


This section details best practices, guidance and recommendations from FastTrack Center based on your
Success Plan input. For more details about the FastTrack Center, go to: http://aka.ms/fasttrackcenter

Summary of Current Environment


The information in this section captures the current state of Cloud Roadshow's environment specific to Office
365. Remediation items are highlighted where action will be required.

OFFICE CLIENTS
The following clients are in place.

OFFICE VERSION COUNT

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

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SharePoint 2010 SP3

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

IDENTITY AND PROVISIONING


To use the services provided by Office 365 (such as Exchange Online, Skype for Business, SharePoint Online,
and so on), identities will need to be created for each user who will utilize the service.
CURRENT CONNECTIVITY STATE
Your Office 365 Health, Readiness, and Connectivity Checks (HRC) recommended identity Not Completed HRC
approach:

Your planned Office 365 identity approach for this success plan: Not Applicable

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The UserPrincipalName (UPN) attribute uses publically routable domains in your No
environment:

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:

The following remediation items have been identified:

Active Directory UPN Preparation

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

Deploy your SQL Server Hardware for Directory Synchronization

We recommend running directory synchronization on a full installation of SQL Server 2012 SP1 if you will be
synchronizing more than 50,000 objects

Learn More: http://msdn.microsoft.com/en-us/library/azure/dn441161.aspx

Review selected identity approach

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

FastTrack Success Plan | A Success Plan for Cloud 18


Roadshow
Exchange Online
SUMMARY
The following outlines your planned mail migration and environment. Be sure to leverage the FastTrack Center
for mail migration if you are eligible.

MIGRATION & ENVIRONMENT


Exchange Online will replace your existing messaging solution as part of this plan: Yes

Mail migration is planned for the plan: Yes

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 DNS infrastructure support split-DNS: No

Your environment has certificates issued by a public certificate authority for Exchange No
and Active Directory Federation Services:

You have an existing archiving solution in use on-premises: Yes

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:

On-premises Exchange Public Folders are currently in use: Yes

Users require to send bulk email messages, email notification messages, or other mass Yes
mailings

The following remediation items have been identified


Customer to reduce MX DNS record TTL Value
Before performing a DNS change, it is common practice to lower the TTL from its regular value. This defines
how long clients and caching DNS servers store the MX record until it asks the DNS server for the MX record
again. To ensure a quick switch, it’s common to drop the TTL to a low value, e.g. five minutes.
See https://support.office.com/en-ie/article/general-instructions-for-creating-DNS-records-for-Office-365-
7b7b075d-79f9-4e37-8a9e-fb60c1d95166 for more details

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.

FEATURE DESCRIPTION MORE INFO


Data loss Data loss prevention (DLP) is an important issue https://technet.microsoft.com/en-
prevention for enterprise message systems because of the us/library/jj150527(v=exchg.150).aspx
extensive use of email for business critical
communication that includes sensitive data. In
order to enforce compliance requirements for
such data, and manage its use in email, without
hindering the productivity of workers, DLP
features make managing sensitive data easier
than ever before.
Document Another common frustration with email today is
Collaboration dealing with attachments. Maybe you’ve asked
for feedback on a document only to have to
manually merge back changes from all the
recipients. Maybe you need the context from
someone’s email to help inform the review of the
document they included, and have to keep
toggling back and forth. Even if you’re leveraging
the cloud for storage and collaboration, sending
links to files can be tedious.
Clutter People need a simple – but accurate – way to https://support.office.com/en-
manage the high volume of email messages they US/article/Use-Clutter-to-sort-low-
receive. There should be a way to separate out priority-messages-in-Outlook-Web-
unimportant items from important ones without App-7b50c5db-7704-4e55-8a1b-
having to set up and manage large numbers of dfc7bf1eafa0
inbox rules… which can get complicated very
quickly.
This is the core goal of Clutter. At its heart, it
intends to remove as much unimportant mail, or
clutter, from a user’s inbox as possible so that a
user’s inbox can, well, become their inbox again.
At a high level, clutter is pretty simple. We know
that in most businesses, people spend a great
deal of time just trying to keep up with the
volume of email coming into their inboxes
throughout the day. How they manage that email
can then serve as a blueprint for what is
important to them.
In-Place Hold and You can use In-Place Hold or Litigation Hold to https://technet.microsoft.com/en-
Litigation Hold accomplish the following goals: us/library/ff637980(v=exchg.150).aspx

• Place user mailboxes on hold and


preserve mailbox items immutably.
• Preserve mailbox items deleted by users
or automatic deletion processes such as
MRM.
• Use query-based In-Place Hold to search
for and retain items matching specified
criteria.
• Preserve items indefinitely or for a
specific duration.

FastTrack Success Plan | A Success Plan for Cloud 20


Roadshow
• Place a user on multiple holds for
different cases or investigations.
• Keep holds transparent from the user by
not having to suspend MRM.
• Enable In-Place eDiscovery searches of
items placed on hold.

Archive mailboxes Archive mailboxes (called an In-Place Archive in https://technet.microsoft.com/en-


in Exchange Online Exchange Online) help people in your Office 365 us/library/dn922147(v=exchg.150).aspx
organization take control of messaging data by
providing additional email storage. Using
Outlook or Outlook Web App, people can view
messages in their archive mailbox and move or
copy messages between their primary and
archive mailboxes. After the archive mailbox is
enabled, messages in a person's primary mailbox
that are older than two years are automatically
moved to the archive mailbox by the default
retention policy that's assigned to every new
mailbox created in your organization.
Messaging records Users send and receive email every day. If left https://technet.microsoft.com/en-
management unmanaged, the volume of email generated and us/library/dd335093(v=exchg.150).aspx
received each day can inundate users, impact
user productivity, and expose your organization
to risks. As a result, email lifecycle management is
a critical component for most organizations.
Messaging records management (MRM) is the
records management technology in Microsoft
Exchange Server 2013 that helps organizations
manage email lifecycle and reduce the legal risks
associated with email.
In-Place eDiscovery If your organization adheres to legal discovery https://technet.microsoft.com/en-
requirements (related to organizational policy, us/library/dd298021(v=exchg.150).aspx
compliance, or lawsuits), In-Place eDiscovery in
Microsoft Exchange Server 2013 and Exchange
Online can help you perform discovery searches
for relevant content within mailboxes. Exchange
2013 and Exchange Online also offer federated
search capability and integration with Microsoft
SharePoint 2013 and Microsoft SharePoint
Online. Using the eDiscovery Center in
SharePoint, you can search for and hold all
content related to a case, including SharePoint
2013 and SharePoint Online websites, documents,
file shares indexed by SharePoint (SharePoint
2013 only), mailbox content in Exchange, and
archived Lync 2013 content. You can also use In-
Place eDiscovery in an Exchange hybrid
environment to search on-premises and cloud-
based mailboxes in the same search.
Voice mail in Unified Messaging (UM) enables users to use https://technet.microsoft.com/en-
Exchange Online voice mail features. UM in Office 365 makes it us/library/jj938142(v=exchg.150).aspx
possible for online administrators to combine
voice messaging and email messaging into one
mailbox so their users can read or listen to their
voice mail messages in their Inbox.
FastTrack Success Plan | A Success Plan for Cloud 21
Roadshow
EXCHANGE CLIENTS
The following are the planned clients that will be used with Exchange Online.

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

APPS & INTEGRATION


You have applications or solutions that require access or integration with mailboxes in Yes
Exchange Online:

MAILBOX MIGRATION RECOMMENDATION


Microsoft cloud solutions in use today:Cloud Roadshow based on the source messaging environment(s) and
the number of migrating mailboxes.
For more information: http://technet.microsoft.com/en-GB/library/jj863291(v=exchg.150).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

FastTrack Success Plan | A Success Plan for Cloud 22


Roadshow
Your existing SharePoint environments:
SHAREPOINT ENVIRONMENT DESCRIPTION
SharePoint 2010 SP3

The capacity being used to deliver:


File collaboration

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

You will leverage the following SharePoint hybrid capabilities: Search

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

FastTrack Success Plan | A Success Plan for Cloud 23


Roadshow
You currently use devices with an operating system that aren't supported per the service No
descriptions for Office 365:

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

Office 365 ActiveSync Preparation


Windows Phone, iPhone, iPad, Android, BlackBerry®, or other phones or tablets can be set up to send and receive Office
365 email, access calendar and contacts information, and share documents on SharePoint and OneDrive sites.
https://support.office.com/en-gb/article/Set-up-and-manage-mobile-access-for-your-users-478a9944-ae8e-4a95-937d-
11a0c5ee1b6c?ui=en-US&rs=en-GB&ad=GB

Deploy Sign-in Assistant for Office 2007 and Office 2010


Only required if keeping Office version. The Microsoft Online Services Sign-In Assistant provides end user with sign-in
capabilities to Microsoft Online Services like Microsoft Office 365.
http://community.office365.com/en-us/w/sso/534.aspx

Learn licence options


You must assign licenses to users to provide access to Office 365 ProPlus and other clients.
https://support.office.com/en-us/article/Assign-or-unassign-licenses-for-Office-365-for-business-997596b5-4173-4627-
b915-36abac6786dc

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

FastTrack Success Plan | A Success Plan for Cloud 24


Roadshow
The following outline the application compatibility plan for Office.
COMPATIBILITY

You currently plan to use Office Telemetry to understand application, addin and macro Yes
use in your organization:

Your plan to enable addins from the Office store: Yes

Your plan to configure an Enterprise Catalog for Office addins: Yes

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

Skype for Business


Skype for Business provides real-time communications capabilities including text-based instant messaging and
integrated audio and video communication. With Skype for Business, your organization can check the
presence information of coworkers, regardless of their location or time zone, and chose the best way to
communicate with them (IM and presence is also available in Outlook Web App).
For more information: http://technet.microsoft.com/en-us/library/hh852574.aspx

SUMMARY

FastTrack Success Plan | A Success Plan for Cloud 25


Roadshow
The following outlines the number of users in your on-premises environment that are enabled for the various
communication functions listed in the table:

SCENARIO COUNT
Users enabled for IM/P (including peer to peer) AV calling 400

Users enabled for conferencing 400

Users enabled for enterprise voice 400

Users enabled for dial-in conferencing 400

Users enabled for persistent chat 400

ENVIRONMENT
Your existing on-premises deployment location is best described as: Internal

Number conferencing policies supported in your on-premises deployment today: 2

You plan to enable communication with public IM providers: Yes

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:

FastTrack Success Plan | A Success Plan for Cloud 26


Roadshow
Your plan to enable open federation with any domain: Yes

You plan to disable open federation with Skype for Business. You will plan enable federation with the following
domains: Not Applicable

Coexistence Plans

SKYPE FOR BUSINESS COEXISTENCE


You plan to co-exist your existing on-premises deployment with Skype for Business in Yes
Office 365:

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

You have an existing Yammer Network: No

The name of your existing Yammer Network is: Not Applicable

Your existing Yammer Network has been upgraded to an Enterprise Network: Not Applicable

You have admin access to your Yammer 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

FastTrack Success Plan | A Success Plan for Cloud 27


Roadshow
Other Office 365 Services
The following outlines your plans for other Office 365 services:
Task Item Plan Learn more
Office 365 Groups Groups are enabled by default https://support.office.com/en-US/Article/Find-
in Office 365. Your plan for help-about-Groups-in-Office-365-7a9b321f-
Groups is to: Enable b76a-4d53-b98b-a2b0b7946de1
Sway Sway is enabled by default in https://support.office.com/en-
Office 365. Your plan for Sway us/article/Administrator-settings-for-Sway-
is to: Enable d298e79b-b6ab-44c6-9239-
aa312f5784d4?ui=en-US&rs=en-US&ad=US
Built-in MDM Office 365 provides built-in http://go.microsoft.com/fwlink/p/?LinkId=524859
MDM capabilities. Your plan for
built-in MDM is: No

Office 365 Service Availability Design


This section introduces the key elements to keep you informed of upcoming changes and monitor service
impacting events:
RESOURCES
Stay informed on about upcoming features and changes: http://roadmap.office.com
Learn about new features and stay informed with Office 365 http://blogs.office.com
news:
View tenant level notations about changes or features: Message Center – in the Office 365 Admin
Center
Discuss Office 365 with the community: http://aka.ms/Office365Network
Stay informed about service impacting events: Via the Office 365 admin center -
https://portal.microsoftonline.com

Existing Project Server and Clients used in your environment:

Microsoft Intune

Implementation & Deployment Assistance


The following offerings, programs and services can assist you to implement this success plan.
FastTrack Center
The success plan has indicated you plan to use the FastTrack Center. You need to ensure that you are eligible
for the service. Refer to the service benefit description to verify alignment with the requirements at
http://aka.ms/ftcbenefit
FastTrack Success Plan | A Success Plan for Cloud 28
Roadshow
Implementation & Deployment Assistance
The following offerings, programs and services can assist you to implement this Success Plan.
FastTrack Center
The success plan has indicated you do not plan to use the FastTrack Center. You can still engage, check the
service benefit description to see if you eligible and see what the benefit provides at http://aka.ms/ftcbenefit

Implementation & Deployment Guidance


This section details best practices, guidance and recommendations from the FastTrack Center based on your
Success Plan input. For more details about the FastTrack Center, go to: http://aka.ms/fasttrackcenter

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:

System Center Configuration Manager is currently used in your organization: Yes

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 use the following to manage devices E-mail profiles

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

The existing PC or Mobile Device Management solutions are in place:


FastTrack Success Plan | A Success Plan for Cloud 29
Roadshow
TO BE REPLACED
MANAGEMENT SOLUTION DEVICES MANAGED BY INTUNE

The Following Devices Are In Scope


TOTAL QUANTITY QUANTITY IN % CORPORATE -
IN YOUR SCOPE FOR OWNED DEVICES % USER - OWNED
DEVICE COMPANY INTUNE IN SCOPE DEVICES IN SCOPE
iPhone 500 500 50 50

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.

for more details


Microsoft recommends that you always use the latest browsers
https://technet.microsoft.com/en-us/library/dn646950.aspx#BKMK_SupportedBrowsers

Microsoft Intune Supported Devices


Compare how different supported devices work with Microsoft Intune
FastTrack Success Plan | A Success Plan for Cloud 30
Roadshow
https://technet.microsoft.com/en-us/library/dn646950.aspx#BKMK_DeviceReqs

Plan for SCCM integration


Learn how System Center Configuration Manager and Microsoft Intune manage devices
https://technet.microsoft.com/en-us/library/dn646980.aspx and https://technet.microsoft.com/en-
us/library/dn574730.aspx

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

Signing up or signing in to Microsoft Intune


FastTrack Success Plan | A Success Plan for Cloud 31
Roadshow
Whether you sign up or sign in depends on whether your organization already has a Microsoft Online Services
work or school account, whether you have an Enterprise Agreement or equivalent volume licensing agreement
with Microsoft, and whether you plan to use the subscription that you set up as part of this walkthrough after
you evaluate Intune:
Sign up for a new account if: Sign In with your work or school account if:
Management You have a work or school account provided with
a volume licensing agreement or Office 365
subscription, and you are using this walkthrough
to set up Intune
You should sign up for a new account if your If you have a Microsoft Online Services work or
organization does not have a work or school school account, which is provided when you sign an
account. If your organization has not signed an Enterprise Agreement or equivalent volume
Enterprise Agreement or equivalent volume licensing agreement with Microsoft (or when you
licensing agreement with Microsoft (or has an Office subscribe to Office 365), and you want to use the
365 account), then you do not have a Microsoft steps in this walkthrough to set up the Intune
Online Services account that you can use to sign in service and provision devices for production use,
to Microsoft Online Services you should sign in with your existing work or school
account. This will ensure that your Intune free trial
OR links to your existing Microsoft Online Services.
You will discard your free trial after completing Important
the walkthrough.
You should sign up for a new account if you are If you are setting up Intune on an existing account,
using your Intune free trial subscription for we recommend that you review Configure Microsoft
evaluation purposes only, and you plan to redo your Intune before proceeding with this walkthrough
Intune service setup and device provisioning after
using this walkthrough guide. This is the
recommended option if you plan to use Intune with
System Center 2012 Configuration Manager
Important
If you sign up for a new account, you cannot later
use an existing work or school account to manage
that account, or combine it with existing volume
licensing agreements.

Microsoft Intune Support


With every Microsoft Intune subscription, Microsoft Support provides global technical, pre-sales, billing and
subscription support. Support is available both online and by telephone for both paid and trial subscriptions.
For details of how to contact Microsoft Support over the phone or email, please
seehttps://technet.microsoft.com/library/dn646963.aspx#OPEN
If you have a Microsoft Premier contract, you can also leverage support resources included in your contract.

Support Plan

TOPIC PLAN

FastTrack Success Plan | A Success Plan for Cloud 32


Roadshow
Do you already have a Premier contract with
Microsoft
Does the scope/size of the agreement cover
this plan
Support outside of Premier

Escalation path has been identified

You indicated that the plan will use the


FastTrack Center. You need to ensure that
you are eligible for the service. Refer to the
service benefit description to verify alignment
with the requirements at

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.

FastTrack Success Plan | A Success Plan for Cloud 33


Roadshow

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