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O F F I C I A L M I C R O S O F T L E A R N I N G P R O D U C T
20346B
Managing Office 365™ Identities and
Services
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ii Managing Office 365™ Identities and Services
Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.
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Product Number: 20346B
Part Number (if applicable): X19-32462 Released: 07/2014
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MICROSOFT LICENSE TERMS
MICROSOFT INSTRUCTOR-LED COURSEWARE
These license terms are an agreement between Microsoft Corporation (or based on where you live, one of its affiliates) and you. Please read them. They apply to your use of the content accompanying this agreement which includes the media on which you received it, if any. These license terms also apply to Trainer Content and any updates and supplements for the Licensed Content unless other terms accompany those items. If so, those terms apply.
BY ACCESSING, DOWNLOADING OR USING THE LICENSED CONTENT, YOU ACCEPT THESE TERMS. IF YOU DO NOT ACCEPT THEM, DO NOT ACCESS, DOWNLOAD OR USE THE LICENSED CONTENT. If you comply with these license terms, you have the rights below for each license you acquire.
1. DEFINITIONS.
a. “Authorized Learning Center” means a Microsoft IT Academy Program Member, Microsoft Learning Competency Member, or such other entity as Microsoft may designate from time to time.
b. “Authorized Training Session” means the instructor-led training class using Microsoft Instructor-Led Courseware conducted by a Trainer at or through an Authorized Learning Center.
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Instructor-Led Courseware or Trainer Content.
f. “Microsoft Certified Trainer” or “MCT” means an individual who is (i) engaged to teach a training session to End Users on behalf of an Authorized Learning Center or MPN Member, and (ii) currently certified as a Microsoft Certified Trainer under the Microsoft Certification Program.
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j. “MOC” means the “Official Microsoft Learning Product” instructor-led courseware known as Microsoft Official Course that educates IT professionals and developers on Microsoft technologies.
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l. “Personal Device” means one (1) personal computer, device, workstation or other digital electronic device that you personally own or control that meets or exceeds the hardware level specified for the particular Microsoft Instructor-Led Courseware.
m. “Private Training Session” means the instructor-led training classes provided by MPN Members for
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vii. you will only use qualified Trainers who have in-depth knowledge of and experience with the Microsoft technology that is the subject of the Microsoft Instructor-Led Courseware being taught for all your Authorized Training Sessions,
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1. distribute one (1) hard copy version of the Microsoft Instructor-Led Courseware to one (1) End User attending the Authorized Training Session and only immediately prior to the
commencement of the Authorized Training Session that is the subject matter of the Microsoft Instructor-Led Courseware provided, or
2. provide one (1) End User attending the Authorized Training Session with the unique redemption code and instructions on how they can access one (1) digital version of the Microsoft Instructor-Led Courseware, or
3. you will provide one (1) Trainer with the unique redemption code and instructions on how they can access one (1) Trainer Content,
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v. you will ensure that each End User provided with a hard-copy version of the Microsoft Instructor-Led Courseware will be presented with a copy of this agreement and each End User will agree that their use of the Microsoft Instructor-Led Courseware will be subject to the terms in this agreement prior to providing them with the Microsoft Instructor-Led Courseware. Each individual will be required to denote their acceptance of this agreement in a manner that is enforceable under local law prior to their accessing the Microsoft Instructor-Led Courseware,
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c. If you are a MPN Member:
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2. provide one (1) End User who is attending the Private Training Session with the unique redemption code and instructions on how they can access one (1) digital version of the Microsoft Instructor-Led Courseware, or
3. you will provide one (1) Trainer who is teaching the Private Training Session with the unique redemption code and instructions on how they can access one (1) Trainer Content,
provided you comply with the following:
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iv. you will ensure that each End User attending an Private Training Session has their own valid licensed copy of the Microsoft Instructor-Led Courseware that is the subject of the Private Training Session, v. you will ensure that each End User provided with a hard copy version of the Microsoft Instructor-Led
Courseware will be presented with a copy of this agreement and each End User will agree that their use of the Microsoft Instructor-Led Courseware will be subject to the terms in this agreement prior to providing them with the Microsoft Instructor-Led Courseware. Each individual will be required to denote their acceptance of this agreement in a manner that is enforceable under local law prior to their accessing the Microsoft Instructor-Led Courseware,
vi. you will ensure that each Trainer teaching an Private Training Session has their own valid licensed copy of the Trainer Content that is the subject of the Private Training Session,
vii. you will only use qualified Trainers who hold the applicable Microsoft Certification credential that is the subject of the Microsoft Instructor-Led Courseware being taught for all your Private Training Sessions,
viii. you will only use qualified MCTs who hold the applicable Microsoft Certification credential that is the subject of the MOC title being taught for all your Private Training Sessions using MOC,
ix. you will only provide access to the Microsoft Instructor-Led Courseware to End Users, and x. you will only provide access to the Trainer Content to Trainers.
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i. For each license you acquire, you may install and use one (1) copy of the Trainer Content in the form provided to you on one (1) Personal Device solely to prepare and deliver an Authorized Training Session or Private Training Session, and install one (1) additional copy on another Personal Device as a backup copy, which may be used only to reinstall the Trainer Content. You may not install or use a copy of the Trainer Content on a device you do not own or control. You may also print one (1) copy of the Trainer Content solely to prepare for and deliver an Authorized Training Session or Private Training Session.
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ii. You may customize the written portions of the Trainer Content that are logically associated with instruction of a training session in accordance with the most recent version of the MCT agreement. If you elect to exercise the foregoing rights, you agree to comply with the following: (i)
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4. SCOPE OF LICENSE. The Licensed Content is licensed, not sold. This agreement only gives you some
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• reverse engineer, decompile, remove or otherwise thwart any protections or disassemble the Licensed Content except and only to the extent that applicable law expressly permits, despite this limitation.
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11. APPLICABLE LAW.
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b. Outside the United States. If you acquired the Licensed Content in any other country, the laws of that country apply.
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It also applies even if Microsoft knew or should have known about the possibility of the damages. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental, consequential or other damages.
Please note: As this Licensed Content is distributed in Quebec, Canada, some of the clauses in this agreement are provided below in French.
Remarque : Ce le contenu sous licence étant distribué au Québec, Canada, certaines des clauses dans ce contrat sont fournies ci-dessous en français.
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Cette limitation concerne:
• tout ce qui est relié au le contenu sous licence, aux services ou au contenu (y compris le code) figurant sur des sites Internet tiers ou dans des programmes tiers; et.
• les réclamations au titre de violation de contrat ou de garantie, ou au titre de responsabilité stricte, de négligence ou d’une autre faute dans la limite autorisée par la loi en vigueur.
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Elle s’applique également, même si Microsoft connaissait ou devrait connaître l’éventualité d’un tel dommage. Si votre pays n’autorise pas l’exclusion ou la limitation de responsabilité pour les dommages indirects, accessoires ou de quelque nature que ce soit, il se peut que la limitation ou l’exclusion ci-dessus ne s’appliquera pas à votre égard.
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Managing Office 365™ Identities and Services v
Acknowledgements
Microsoft Learning would like to acknowledge and thank the following for their contribution towards developing this title. Their effort at various stages in the development has ensured that you have a good classroom experience.
Anthony Steven – Course Designer and Content Developer
Anthony Steven is a subject matter expert on Office 365 and a Microsoft Certified Systems Engineer. He designed this course and proposed that the on-premise environment be hosted in Windows Azure, a first for Microsoft Learning Experience (LeX). Previously, he designed and developed Course 10968: Designing an Office 365 Infrastructure, the first LeX design course with paper-based labs that received five-star feedback from students.
He has written books on Exchange Server, Windows Server, .NET Framework and J2EE, UNIX migration and Windows NT. He is also a Lieutenant Colonel in the Army Cadet Force, a writer and composer of musicals and a motivational speaker. In his Army career, he was an Armored Reconnaissance officer in the 13th/18th Royal Hussars and a Special Forces operative.
David Coombes – Content Developer
David is a Principal Technologist at Content Master, and has many years’ experience in the writing and designing of training courses, technical guides, and whitepapers. David’s key technical areas are Windows operating systems, networking, security, and infrastructure technologies. David has been in involved in Microsoft online technologies from the early days of MOS/BPOS, through to Office 365.
Recent projects have included technical reviews for 10968A: Designing for an Office 365 Infrastructure; and implementing and managing private and hybrid cloud solutions with Hyper-V, Windows Server, and System Center technologies, including hybrid cloud device management, and on-premise and cloud user synchronization.
Other recent projects have included a lead developer role covering on-premise and cloud-based Active Directory configuration and management, and identity management and role-based access control. David is an experienced lab developer, and was responsible for developing the Windows Azure scripts fort this ground-breaking course. In his spare time David attempts to keep a 25-year old VW camper van on the road, and is also trying (and failing), along with his wife and two children, to tire out a 1 year old dog.
Steve Ryan – Subject Matter Expert
Steve is a Senior Technologist in the Content Master IT Professional (UK) team with over 13 years’ experience in training and technical authoring. He was one of the first Microsoft Certified Trainers to achieve Windows Server 2003 MCSE status in the UK and has authored numerous MOC ILT courses for Microsoft Learning. He has also written technical documentation, including security guides, whitepapers and e-Learning courseware.
He is an MCITP in Windows Server and an MCTS in Windows Server 2008, Windows Vista, and Office SharePoint Server 2007.
Recent projects include Office 365 Technical Assessments for Small Business, Pre-Sales Technical Assessments for The New Office for the Worldwide Partner Group (WPG), Office 15/Office 365 OLT Launch courses for WPG, CIE for Office 365 for MS Involve, 2-day Office 15 Ignite course for TechReady, and two 5-day ILT courses for SharePoint 2013.
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vi Managing Office 365™ Identities and Services
Martin Coetzer – Subject Matter Expert
Martin Coetzer is a Portfolio Architect with the Microsoft Learning eXperiences team. He is responsible for managing the Office 365, Exchange, Lync, SharePoint, Office and Dynamics certification portfolios. Prior to this Martin was a consultant responsible for architecting and deploying Microsoft technologies at medium to large customers around the world.
Daniel Soto – Technical Reviewer
Daniel Soto is a Consultant for CloudStrategies, LLC, which operates out of Cedar Knolls, NJ. Daniel has been working in the Network and Communications Management field for over eight years. During this time, he has held a number of leadership positions working as an architect/designer, information systems manager, consultant, and network/system engineer. Daniel brings great depth of experience, technical skills, and management capabilities to his current position where he supports Enterprise Cloud Services Integration with Microsoft Office 365, Hyper V, and Windows Azure Active Directory. He has held senior positions with Calypso Cay Resorts and AOK Networking. He worked for five years as the Director of Technology for Calypso Cay Resorts and has since pursued a career in Virtualization and Cloud Services.
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Managing Office 365™ Identities and Services vii
Contents
Module 1: Preparing for Office 365
Module Overview 1-1
Lab A: Setting up the Lucerne Publishing Datacenter Environment 1-2
Lesson 1: Introduction to Office 365 1-21
Lesson 2: Provisioning Tenant Accounts 1-32
Lesson 3: Planning a Pilot 1-37
Lesson 4: Enabling Client Connectivity 1-44
Lab B: Preparing for Office 365 1-51
Module Review and Takeaways 1-61
Module 2: Managing Users, Groups, and Licenses
Module Overview 2-1
Lesson 1: Manage Users and Licenses by Using the Administration Center 2-2 Lesson 2: Manage Security and Distribution Groups 2-8 Lesson 3: Manage Cloud Identities with Windows PowerShell 2-12 Lab A: Managing Users, Groups, and Licenses 2-22 Lab B: Continue Lucerne Publishing Datacenter Setup 2-33
Module Review and Takeaways 2-38
Module 3: Administering Office 365
Module Overview 3-1
Lesson 1: Manage Administrator Roles in Office 365 3-2
Lesson 2: Configure Password Management 3-8
Lesson 3: Administer Rights Management 3-13
Lab: Administering Office 365 3-25
Module Review and Takeaways 3-37
Module 4: Planning and Managing Clients
Module Overview 4-1
Lesson 1: Plan for Office Clients 4-2
Lesson 2: Manage User-driven Client Deployments 4-13 Lesson 3: Manage IT Deployments of Office 365 ProPlus 4-17 Lesson 4: Office Telemetry and Reporting 4-23
Lab: Managing Clients 4-29
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viii Managing Office 365™ Identities and Services
Module 5: Planning DNS and Exchange Migration
Module Overview 5-1
Lesson 1: Add and Configure Custom Domains 5-2 Lesson 2: Recommend a Mailbox Migration Strategy 5-11
Lab: Preparing for Exchange Migration 5-29
Module Review and Takeaways 5-39
Module 6: Planning Exchange Online and Configuring DNS Records
Module Overview 6-1
Lesson 1: Plan for Exchange Online 6-2
Lesson 2: Configure DNS Records for Services 6-21 Lab: Configuring DNS Records and Migrating to Exchange Online 6-30
Module Review and Takeaways 6-45
Module 7: Administering Exchange Online
Module Overview 7-1
Lesson 1: Configure Personal Archive Policies 7-2 Lesson 2: Manage Anti-malware and Anti-spam Policies 7-17 Lesson 3: Configure Additional Email Addresses for Users 7-29 Lesson 4: Create and Manage External Contacts, Resources, and Groups 7-35
Lab: Administering Exchange Online 7-50
Module Review and Takeaways 7-68
Module 8: Configuring SharePoint Online
Module Overview 8-1
Lesson 1: Manage SharePoint Site Collections 8-2 Lesson 2: Configure External User Sharing 8-14
Lesson 3: Plan a Collaboration Solution 8-23
Lab: Configuring SharePoint Online (Optional) 8-30
Module Review and Takeaways 8-39
Module 9: Configuring Lync Online
Module Overview 9-1
Lesson 1: Plan for Lync Online 9-2
Lesson 2: Configure Lync Online Settings 9-9
Lab: Configuring Lync Online 9-14
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Managing Office 365™ Identities and Services ix
Module 10: Implementing Directory Synchronization
Module Overview 10-1
Lesson 1: Prepare On-premises Active Directory for DirSync 10-2
Lesson 2: Set up DirSync 10-14
Lesson 3: Manage Active Directory Users and Groups with DirSync In Place 10-23 Lab: Implementing Directory Synchronization 10-28
Module Review and Takeaways 10-46
Module 11: Implementing Active Directory Federation Services
Module Overview 11-1
Lesson 1: Planning for AD FS 11-2
Lesson 2: Install and Manage AD FS Servers 11-14 Lesson 3: Install and Manage AD FS Proxy Servers 11-22 Lab: Implementing Active Directory Federation Services 11-26
Module Review and Takeaways 11-43
Module 12: Monitoring Office 365
Module Overview 12-1
Lesson 1: Isolate Service Interruption 12-2
Lesson 2: Monitor Service Health 12-15
Lesson 3: Analyze Reports 12-17
Lab: Monitoring Office 365 (Optional) 12-26
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x About This Course
About This Course
This section provides a brief description of the course, audience, suggested prerequisites, and course objectives.
Course Description
This course is an intensive and in-depth look at how to manage services Office 365, and in particular, how to manage identities, both in the cloud, and in situations where Office 365 is synchronized with on-premises Active Directory or where additional single-sign on (SSO) has been deployed.
Each module focuses on a specific area of Office 365, except for Modules 5 and 6, which together cover the highly interrelated areas of Domain Name System (DNS) and Exchange Online. The course starts with simpler configuration topics before moving on to more complex areas, such as Exchange Online
migration, directory synchronization, and single-sign on (SSO) with Active Directory Federation Services (AD FS).
Course Scenario
The scenario in this course provides the framework for the practical labs that reinforce the knowledge covered in the modules. Hence, the scenario forms a linking narrative that explains what you are being asked to carry out in the labs.
Lucerne Publishing is a global media and printing corporation that owns a number of subsidiary companies, including Litware Inc, Proseware Inc, and the Graphic Design Institute. The group has just under 2,000 employees around the world and provides stories for newspapers, prints novels, licenses and creates and distributes digitally signed artwork for publication purposes.
The organization is moving to Office 365 to provide a more scalable business model that enables employees, authors and illustrators to collaborate together and be more effective at selling their work globally.
For tax reasons, the organization’s headquarters is in Berne in Switzerland, where the majority of its permanent staff work. However, it also has regional headquarters in the major continents and a number of content creators who work from home.
Hence, the customer will start off by managing user accounts in the cloud, then discover that there are too many account changes happening, so they move to DirSync. Then they find that they need to implement enterprise search in hybrid SharePoint, so they have to implement single sign-on (SSO) through Active Directory Federation Services (AD FS).
The scenario implements the Office 365 FastTrack deployment approach, as covered in Course 10968B: Designing for Office 365 Architecture.
Audience
This course is intended for the following two audiences:
Primary Audience
Specialty: IT Professional
Typical Job Description: Consultant Role: Implementer
Responsibilities: Evaluating, planning, deploying, and operating Office 365 services, including its identities, dependencies, and supporting technologies
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About this Course xi
Secondary Audience
Specialty: IT Professional Typical Job Description: Network Administrator, IT Manager Role: Administrator
Responsibilities: Managing and maintaining Office 365, including identities, document protection, integration with on-premise directory services, and compliance with service level agreements Skill Level: 200-300
Student Prerequisites
This course requires that you meet the following prerequisites:
Knowledge
Completion of Clinic 40041 or equivalent technical knowledge. Cloud-based service concepts
Overview of Office 365 and its component services Active Directory Directory Service
TCP/IP network routing Domain Name Services (DNS) X.509 Certificates
Firewall ports
Experience
Using Windows PowerShell
Administering Office 365 with Office 365 Admin Center Working with virtual machines
Using Remote Desktop
Course Objectives
After completing this course, students will be able to:
Prepare for the Office 365 Pilot and check the customer environment
Configure DNS settings to support migration of customer domains to Office 365 and service provision.
Manage users, groups and licenses in Office 365
Administer administrator accounts in Office 365, manage passwords and apply Rights Management Services
Plan for and manage the deployment of Office 365 clients Plan to migrate to or co-exist with Exchange Online
Administer Exchange Online by configuring anti-spam and anti-malware settings Plan, set up and configure SharePoint Online to meet business requirements Plan and configure Lync Online to meet business requirements
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xii About This Course
Plan and implement Directory synchronization with password synchronization for on-premise account administration
Plan, implement and configure Active Directory Federation Services for single sign-on Monitor Office 365 and generate reports to ensure compliance with service level agreements
Course Outline
The course outline is as follows:
Module 1: Preparing for Office 365
Module 2: Managing Users, Groups, and Licenses Module 3: Administering Office 365
Module 4: Planning and Managing Clients Module 5: Planning DNS and Exchange Migration
Module 6: Planning Exchange Online and Configuring DNS Records Module 7: Administering Exchange Online
Module 8: Configuring SharePoint Online Module 9: Configuring Lync Online
Module 10: Implementing Directory Synchronization
Module 11: Implementing Active Directory Federation Services Module 12: Monitoring Office 365
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About this Course xiii
Course Materials
The following materials are included with your kit:
Course Handbook: a succinct classroom learning guide that provides the critical technical
information in a crisp, tightly-focused format, which is essential for an effective in-class learning experience.
o Lessons: guide you through the learning objectives and provide the key points that are critical to the success of the in-class learning experience.
o Labs: provide a real-world, hands-on platform for you to apply the knowledge and skills learned in the module.
o Module Reviews and Takeaways: provide on-the-job reference material to boost knowledge and skills retention.
o Lab Answer Keys: provide step-by-step lab solution guidance. Additional Reading: Course Companion Content on the
http://www.microsoft.com/learning/en/us/companion-moc.aspx Site: searchable, easy-to-browse digital content with integrated premium online resources that supplement the Course Handbook.
Modules: include companion content, such as questions and answers, detailed demo steps and additional reading links, for each lesson. Additionally, they include Lab Review questions and answers and Module Reviews and Takeaways sections, which contain the review questions and answers, best practices, common issues and troubleshooting tips with answers, and real-world issues and scenarios with answers.
Resources: include well-categorized additional resources that give you immediate access to the most current premium content on TechNet, MSDN®, or Microsoft® Press®.
Additional Reading: Student Course files on the
http://www.microsoft.com/learning/en/us/companion-moc.aspx Site: includes the Allfiles.exe, a self-extracting executable file that contains all required files for the labs and demonstrations.
Course evaluation: at the end of the course, you will have the opportunity to complete an online
evaluation to provide feedback on the course, training facility, and instructor. o To provide additional comments or feedback on the course, send an email to
[email protected]. To inquire about the Microsoft Certification Program, send an email to [email protected].
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xiv About This Course
Virtual Machine Environment
This section provides the information for setting up the classroom environment to support the business scenario of the course.
Virtual Machine Configuration
In a first for LeX IT Professional courses, the virtual machines that make up the lab environment are hosted on Microsoft Azure, rather than running locally. This arrangement enables each student to have a fixed public IP address, thus enabling the advanced connectivity scenarios later in the labs. In the scenario, the VMs are all running in the Lucerne Publishing datacenter, which is at a remote location from the
Headquarters of the business.
Note: There are NO snapshots for the labs – each lab runs on from the previous one. This requirement is due to the nature of the Microsoft Azure hosting environment and the
The Microsoft Azure images are all running Windows Server 2012. This servers host the following functionality:
Active Directory domain controller, DNS, Certificate Authority
Exchange Server 2013/SQL Server 2012 (for AD FS configuration database) 2 x AD FS server in fault-tolerant farm
AD FS Proxy
In addition, there are two domain-joined client VMs in Microsoft Azure, which are Windows Server 2012 with the Desktop Experience enabled.
In the classroom, each student has a workgroup-based Windows 8 client VM that accesses the Internet through a Threat Management Gateway (TMG) server.
The following table shows the role of each virtual machine that is used in this course:
Virtual machine Operating System Role Hosted in Domain or workgroup
TMG1 Windows Server 2008 R2 Threat Management Gateway. Provides secure access to the Internet and protects the LUC-CL1 image. Hyper-V on student’s local computer Workgroup
LUC-CL1 Windows 8 Used to simulate a typical client computer and to connect to Office 365 and the Lucerne Publishing datacenter environment Hyper-V on student’s local computer Workgroup
LUC-DC1 Windows 2012 Provides Active Directory Directory
Windows Azure Domain (Domain
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About this Course xv
Virtual machine Operating System Role Hosted in Domain or workgroup Services and
Domain Name Service (DNS).
controller)
LUC-EX1 Windows 2012 Runs Exchange Server for on-premises email
Windows Azure Domain
LUC-SV1 Windows 2012 AD FS server Windows Azure Domain LUC-SV2 Windows 2012 AD FS server Windows Azure Domain LUC-SV3 Windows 2012 AD FS Proxy Windows Azure Workgroup LUC-CL2 Windows 2012 Emulates
domain-joined Windows 8 client
Windows Azure Domain
LUC-CL3 Windows 2012 Emulates domain-joined Windows 8 client
Windows Azure Domain
Software Configuration
The following software is installed on each student LUC-CL1 VM: Windows Azure PowerShell
Microsoft Web Platform Installer 4.6 IIS 8.O Express
IIS Express Application Compatibility Database for x64 IIS Express Application Compatibility Database for x86 Microsoft SQL Server 2012 Express LocalDB
Windows Azure Authoring Tools - v2.2 Windows Azure Emulator - v2.2 Windows Azure Libraries for .NET - v2.2 Windows Azure Storage Tools - v2.2
The remaining software is installed by the student themselves as part of the setup process.
Course Files
The files associated with the labs in this course are located in the <install_folder>\Labfiles\LabXX folder on the student computers.
Classroom Setup
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xvi About This Course
Course Hardware Level
To ensure a satisfactory student experience, Microsoft Learning requires a minimum equipment configuration for trainer and student computers in all Microsoft Certified Partner for Learning Solutions (CPLS) classrooms in which Official Microsoft Learning Product courseware is taught.
Hardware level 7
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1-1
Module 1
Preparing for Office 365
Contents:
Module Overview 1-1
Lab A: Setting up the Lucerne Publishing Datacenter Environment 1-2
Lesson 1: Introduction to Office 365 1-21
Lesson 2: Provisioning Tenant Accounts 1-32
Lesson 3: Planning a Pilot 1-37
Lesson 4: Enabling Client Connectivity 1-44
Lab B: Preparing for Office 365 1-51
Module Review and Takeaways 1-61
Module Overview
Office 365 is now a major part of the Microsoft range of software and services, enabling the delivery of the power of Microsoft Exchange, Microsoft SharePoint®, Microsoft Lync®, and Microsoft Office over the Internet to users located anywhere in the world. This service can be delivered on multiple platforms to provide enterprise-grade email, conferencing, and other IT services.
To implement Office 365 effectively, organizations need to ensure they can manage identities effectively. With user accounts both in the cloud and potentially on-premise, consultants, implementers, and administrators must be able to plan for, cope with, and manage a wide range of factors that affect how Office 365 works and identify the best way to manage user accounts and services.
This module reviews the features of Office 365 and identifies recent improvements to the service. It then identifies the challenges in deploying Office 365 and the benefits of the FastTrack approach compared to the traditional plan/prepare/migrate deployment process. After this, you will examine how to plan the pilot, provision tenant accounts and, finally, verify that clients can connect to the Office 365 service.
Note: This course does not cover the entire FastTrack process; this content is covered in course 10968B: Designing for Office 365 Infrastructure.
Objectives
After completing this module, you should be able to: Describe the features and benefits of Office 365. Plan a pilot deployment of Office 365.
Provision new tenant accounts.
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1-2 Preparing for Office 365
Lab A: Setting up the Lucerne Publishing Datacenter
Environment
Scenario
In this preliminary lab, you configure your “on-premises” infrastructure for Lucerne Publishing in the company’s datacenter. This process involves setting up a Windows® Live ID and signing up for a Microsoft Azure trial. You then run a number of PowerShell® scripts in Microsoft Azure Active Directory that will configure this environment. In this course, Microsoft Azure is used to represent both the Lucerne Publishing datacenter, and the Lucerne Publishing corporate network. Microsoft Azure is used because this enables everyone in the classroom to have their own environment and public IP address, which means that Exchange can be migrated to Office 365 and Single Sign-On (SSO) be enabled from any computer.
Objectives
By the end of this lab, you will have: Signed up for a new Windows Live ID. Signed up for Microsoft Azure.
Created the Lucerne Publishing datacenter environment.
Lab Setup
Estimated Time: 120 minutes Virtual machine: 20346B-LUC-CL1 Username: Student1
Password: Pa$$w0rd
The classroom environment consists of the following virtual machines and domain names: Hyper-V virtual machines:
LUC-CL1 is a Windows 8 computer, representing a remote, non-domain-joined workstation. Runs on the classroom Hyper-V host.
Azure virtual machines:
LUC-DC1 is the domain controller and DNS for Lucerne Publishing, and is hosted in Azure as part of the "Lucerne Publishing datacenter".
LUC-EX1 is the on-premises Exchange server for Lucerne Publishing, and is hosted in Azure as part of the "Lucerne Publishing datacenter".
LUC-SV1 and LUC-SV2 are the AD FS server farm for Lucerne Publishing, and are hosted in Azure as part of the "Lucerne Publishing datacenter".
LUC-SV3 is the AD FS Proxy server for Lucerne Publishing, and is hosted in Azure as part of the "Lucerne Publishing datacenter".
LUC-CL2 and LUC-CL3 simulate domain-joined workstations, but for this course are actually
Windows Server 2012 computers with the Desktop Experience feature enabled, and are also hosted in Azure as part of the "Lucerne Publishing corporate network".
Domain names:
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Managing Office 365™ Identities and Services 1-3
LucernepublishingXXX.onmicrosoft.com is the temporary Office 365 domain assigned to Lucerne Publishing at the start of the pilot project, where XXX is a unique Lucerne Publishing number that you will generate during Lab 1B in this module.
LabXXXXX.o365ready.com represents Lucerne Publishing's public domain name (such as
LucernePublishing.com), where XXXXX is a unique O365ready.com number that you will generate in Lab 2B in the next module.
Exercise 1: Set Up and Configure the Lucerne Publishing Data Center
Environment
Scenario
Lucerne Publishing currently has a datacenter in Geneva that hosts the company’s on-premises
environment, which consists of Active Directory Domain Services, Exchange Server 2013, their document management system, customer relationship management (CRM) servers, and an enterprise resource planning (ERP) system. In effect, the IT department acts like an independent supplier and client computers connect to this datacenter environment over the Internet through its fixed IP address. Connectivity to the Internet is provided through a local Microsoft Threat Management Gateway server, which proxies out the requests to the data center.
In this lab, you set up and configure a simplified form of this data center environment, which includes a domain controller, an Exchange Server 2013 computer, two other domain-joined servers, a non-domain joined server and two client machines. You will use Windows Azure PowerShell scripts to carry out this automated process.
IT IS ESSENTIAL THAT YOU DO NOT CLOSE THE WINDOWS AZURE POWERSHELL SESSION DURING THE BUILD PROCESS OR AT THE END OF THE LAB.
Note: As per the course syllabus, you should have already set up an Azure account or trial account that supports eight VMs prior to arriving for this course – in which case, you can skip Tasks 1 and 2 and start with Task 3. However, if you do not have an Azure account that supports eight VMs, then you must complete Tasks 1 and 2 first.
The main tasks for this exercise are as follows: 1. Sign up for a Windows Live Account (if needed) 2. Sign up for a Microsoft Azure trial account (if needed) 3. Start LUC-CL1 and TMG Computers
4. Configure Storage and Settings 5. Build the Domain Controller Computer 6. Build the Exchange Server Computer 7. Build the Primary ADFS Server 8. Build the Secondary ADFS Server 9. Build the ADFS Proxy
10. Build the Client 2 Computer 11. Build the Client 3 Computer 12. Upload Labfiles to LUC-DC1
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Task 1: Sign up for a Windows Live Account (if needed)
1. Log on to LUC-CL1 with a user name of Student1 and a password of Pa$$w0rd. 2. In the Start screen, click Desktop.
3. On the desktop task bar, click Internet Explorer. 4. In the address bar, enter http://live.com and press Enter. 5. Click Sign up now.
6. Under Name, enter your first and last name.
7. In User name, select a user name that is not currently in use. 8. Leave the domain name as outlook.com.
9. In Create password and Reenter password, enter a suitable eight-character or longer password. Make a note of this password.
10. Under Country/Region, select your local region.
11. Enter any additional information, such as ZIP code or post code. 12. Enter a Birthdate.
13. Select your Gender.
14. Under Country code, select the country code for your mobile device. 15. In Phone number, enter the number of your mobile phone.
16. In Alternate email address, enter your existing email address.
17. Under Enter the characters you see, type in the letters and numbers displayed. Click New for a different combination if required.
18. Click to clear the Send me promotional offers from Microsoft, you can unsubscribe at any time option.
19. Click Create account.
Task 2: Sign up for a Microsoft Azure trial account (if needed)
1. In Internet Explorer, click New Tab or press Ctrl+T.2. In the address bar, type www.windowsazure.com and press Enter. 3. Click Free Trial.
4. Click Try it now.
5. Sign in as your Windows Live account with the password you entered. 6. In About you, confirm that your details are correct.
7. Under Mobile verification, ensure that Send text message is selected, then select the country you are in now and enter your own mobile phone number.
8. Click Send text message.
9. Check your mobile device for text messages and then type the code into the box to the left of Verify code.
10. Click Verify code.
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Managing Office 365™ Identities and Services 1-5
11. Under Payment Information, enter the details of your credit card.
12. Check the option for I agree to the Microsoft Azure Agreement, Offer Details, and Privacy Statement.
13. Click Sign up.
14. Close the Microsoft Azure trial window.
15. You should now have email messages in your new Windows Live account confirming your Microsoft Azure free trial.
Task 3: Start LUC-CL1 and TMG Computers
1. On the student host computer, click Start, point to Administrative Tools, and click Hyper-V Manager. Alternatively, on Windows 8, press the Windows key, type V, and then click Hyper-V Manager on the Start screen.
2. In Hyper-V Manager, right-click MSL-TMG1 and click Start. 3. Right-click 20346B-LUC-CL1 and click Start.
4. Right-click 20346B-LUC-CL1 and click Connect.
5. Log on to LUC-CL1 as Student1 with a password of Pa$$w0rd.
If you find that, when you start up LUC-CL1, there are scroll bars visible on the desktop, adjust the resolution of the screen to fit with your host computer’s monitor as follows:
6. On LUC-CL1, right-click on the desktop and click Screen resolution.
7. In the Screen Resolution dialog box, next to Resolution, select 1024 x 768, and click Apply. 8. Next to Resolution, select 1280 x 1024 and click Apply.
9. Check to see that there are no scroll bars on the desktop. 10. Click OK to close the Screen Resolution window.
Task 4: Configure Storage and Settings
Note: If at any point, the scripts look "stuck", make sure you did not accidentally “mark” the text by clicking on the Windows Azure PowerShell console window text area. You can unfreeze by hitting Enter. If the Azure window says "Select Administrator: Windows Azure PowerShell" then it won't update. That is what happens if you click anywhere in the PowerShell window. Press Esc to enable updating again. 1. On LUC-CL1, press the Windows key.
2. On the Start screen, right-click Windows Azure PowerShell, and then click Run as administrator. 3. At the User Account Control dialog box, click Yes.
4. If the Windows Azure PowerShell Do you want to run software from this untrusted publisher? Prompt appears, type A, then press Enter.
5. At the Windows Azure PowerShell prompt, type the following command, and press Enter: CD E:\Setupfiles
6. At the Windows Azure PowerShell prompt, type the following command, and press Enter: Set-ExecutionPolicy -Scope Process Unrestricted -Force
7. At the Windows Azure PowerShell prompt, type the following command, and press Enter: Get-AzurePublishSettingsFile
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1-6 Preparing for Office 365
8. In Internet Explorer, sign in with the Live ID associated with your Azure Trial; this should be [email protected], (where [email protected] is the Windows Live address you registered in Lab 1A, Ex 1 Task 1).
9. At the Internet Explorer save file dialog box, click the Save drop-down, and then click Save as. 10. Note the name of your publish settings file:
____________________
11. In the Save As dialog box, navigate to E:\Setupfiles, and click Save.
12. Switch to the Windows Azure PowerShell prompt, type the following command, and press Enter: Import-AzurePublishSettingsFile -PublishSettingsFile "E:\Setupfiles\name of your downloaded
file"
Wait until the import has completed, before proceeding to the next step.
13. At the Windows Azure PowerShell prompt, type the following command, and press Enter: Get-AzureLocation
14. Make a note of a location that provides both the Storage and PersistentVMRole services; your Instructor may suggest an appropriate location for your classroom.
Location: _________________________
15. To run the first provisioning script, at the Windows Azure PowerShell prompt, type the following command, and press Enter:
. .\ConfigureStorageAndSettings.ps1
Important: The command starts with dot space dot backslash.
16. When prompted, enter a number corresponding to the Microsoft Azure datacenter location to use, and press Enter.
17. When prompted, enter the eight-digit number for your Learning Center, and press Enter. Your instructor will inform you of this number.
18. When prompted, enter your three-digit student number, and press Enter. Your instructor will inform you of this number.
19. Make a note of your "unique suffix" from the Window Azure prompt, as you will need this later in this lab:
____________________
20. The script will take several minutes to complete; if you get red script errors, you can stop the script execution by pressing Ctrl + C, and then refer to the Build Environment Recovery Steps section at the end of this lab.
21. When the script has completed, verify that the following information is displayed:
o Label: lucstorage<suffix>(where suffix is the "unique suffix" number you recorded in step 19 above).
o AffinityGroup: LUC-AFFINITYGROUP.
o GeoPrimaryLocation: the Microsoft Azure datacenter location you specified in step 16 above. If your display does not include the above information, you will need to remove Azure objects, and then rerun the ConfigureStorageAndSettings.ps1 script; refer to the Build Environment Recovery Steps section at the end of this lab for detailed steps.
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Important: Do not proceed to the next step until ConfigureStorageAndSettings.ps1 has successfully completed. This script typically takes two minutes to execute.
Task 5: Build the Domain Controller Computer
1. To run the next provisioning script, at the Windows Azure PowerShell prompt, type the following command, and press Enter:
. .\BuildDC.ps1
Important: The command starts with dot space dot backslash.
2. If you get any red script errors, stop the script execution by pressing Ctrl + C, and then refer to the Build Environment Recovery Steps section at the end of this lab.
3. The script will take 15-30 minutes to complete; when the script has completed, verify that the following information is displayed:
o Name: LUC-VIRTUALNETWORK o DnsServers: {LUC-DNS}
o AffinityGroup: LUC-AFFINITYGROUP o Subnets: {Subnet-1}
o Your current subscription must match the Azure subscription type that you are using
o ServiceName: LUC-CLOUD-<suffix>(where suffix is the "unique suffix" number you recorded in step 19 above)
o Name: LUC-DC1 o IPAddress: 10.0.0.4 o InstanceStatus: ReadyRole o PowerState: Started
If your display does not include the above information, you will need to remove Azure objects, and then rerun the BuildDC.ps1 script; refer to the Build Environment Recovery Steps section at the end of this lab for detailed steps.
Important: Do not proceed to the next step until BuildDC.ps1 has successfully completed. 4. On LUC-CL1, on the Taskbar, click File Explorer.
5. Navigate to E:\RDP_files, and verify that LUC-DC1.rdp exists.
Note: You have the option to download and install Remote Desktop Connection Manager (RDCMan) on LUC-CL1 or onto the local host computer to manage the Microsoft Azure RDP sessions. RDCMan is available from http://go.microsoft.com/fwlink/?LinkId=401125.
6. Double-click LUC-DC1.rdp.
7. If a Remote Desktop Connection warning message appears, click Don’t ask me again for connections to this computer and click Connect.
8. Connect as LUCERNE\LucAdmin, password: Pa$$w0rd.
9. If another Remote Desktop Message appears, click Don’t ask me again for connections to this computer and click Yes.
