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Office 365 Feature Overview

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Office 365 Feature Overview

Migrating Email to Office 365

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Overview of Changes

What is Office 365?

What are the major changes that affect me?

When will this be implemented?

What are the Office 365 key benefits and features?

What materials and training are available to me?

What will happen on implementation day?

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The Office 365 product is actually an umbrella term that encompasses

four different technologies that have been woven together to provide a

seamless solution in the cloud.

What is Office 365?

Component Description

SharePoint Online SharePoint is Microsoft’s web platform and is designed to provide

communication, consolidation, collaboration, and content management. Exchange Online Exchange is Microsoft’s email server designed to handle the heavy lifting of

managing and routing emails. In addition Exchange handles functionality such as contacts, calendars, and tasks. Users generally use an email client such as Outlook to connect to Exchange.

Lync Online Lync is a communications system designed to provide instant

communication and ad-hoc meetings. Lync lets you conduct online meetings by sharing your screen or presentations online with multiple users

simultaneously while communicating via voice, chat, and surveys. Lync is integrated with the other products in Office 365 in order to provide instant ability to communicate regardless of what software you are using.

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What are the major changes that impact me?

Component

Major Change

SharePoint Online

• Major versions upgraded each year

• Secure OneDrive Pro

• Sharing of documents

Exchange Online

• No longer will utilize Postini

• No quarantine, spam items moved to Junk Mail folder

• 50GB Mailbox

• Email archiving unlimited

• Multiuser emails – Single mailbox to accept all emails

• Outlook rules to be imported separately

• Calendar functionality remains unchanged

Lync Online

• Instant messaging, collaborative sessions

• Use LYNC invite as opposed to conference bridge

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1.

Office 2013 (Word, Excel, PowerPoint, Outlook) –

Completed

2.

Exchange Online Office 365 – Exchange migration to Cloud –

Saturday, September 20th

3.

LYNC –

Implemented, available now

4.

OneDrive Pro –

Available now, requires user training

5.

SharePoint Online

(Replacement of current INSYS SP– To be

implemented in future)

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Smartphone impacts:

BB – All Blackberry devices will no longer be supported

Following devices will require re-enabling INSYS email accounts

iPad

iPhone

Android

Desktop/Laptop (non Mac)

Exchange Online profile to be implemented by IT

MAC devices will require re-enabling INSYS email account

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Essentially, a new profile is being created on your Laptop (non Mac) that will point to

the Cloud for email prior to cut over day

Mac and Smartphones/PDA’s will not have new profiles

At 11pm, Friday, September 19th, all new inbound internet mail will be coming into

your O365 account; emails for current INSYS.com, Truthnote.com, Veracite.com will go

to new O365 INSYS.com accounts

On Saturday, September 20th you will select O365 Profile on Laptop and also re-enable

those devices for O365 accounts

Your mailbox will be migrated to O365:

An export PST file will be created from your current exchange mailbox for email,

calendar and contacts

The PST file created will then be imported into the O365 account

Please note, there will be some delays as we process during the September 20

th

weekend

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Activity

Date

Target Completion

Change MX record for all inbound

internet email

Friday, Sept 19

11:00PM EST

Create all User PST export files

Friday, Sept 19

12:00PM EST

Verify email flowing to O365

Friday, Sept 19

12:00PM EST

Execute all DNS records, SMTP

relay

Saturday, Sept 20

2:00AM EST

Import Core User PSTs

Saturday, Sept 20

8:00AM EST

Update Portal OWA

Saturday, Sept 20

8:00AM EST

Contact all users to verify O365

access and update Smartphones

Saturday, Sept 20

9:00AM – 12:00PM

Provide continuous users support Saturday, Sept 20 thru

Sunday Sep 21

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Specific Exchange items and targets

Activity

Date

Current emails/folders on INSYS Exchange Exported via PST Current personal contacts on INSYS Exchange Exported via PST

Current rules on INSYS Exchange Exported separately September 13, 2014 into O365; frozen until Saturday, September 20th

Public Folders Saturday, September 20

Client billing contacts To be Migrated to O365 Sharepoint Current clients To be Migrated to O365 Sharepoint Current Emp and Contacts To be Migrated to O365 Sharepoint Faxes To be set up as Mailbox

Financial Contacts To be Migrated to O365 Sharepoint Old Employees To be Migrated to O365 Sharepoint Previous Clients To be Migrated to O365 Sharepoint Scheduled Leave Calendar To be set up as Mailbox

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Communication Plan

Activity

Item

Friday, September 5th Reminder on email migration and prepping for user actions in coming weeks; link to site

Tuesday, September 9th User action 1: Verify access to O365 via O365 Profile

Friday, September 12th User action 2: Migrate “Rules” to O365 environment, provide procedure;

reminder for Rules frozen in current env

Tuesday, September 16th User action 3: Get familiar with Smartphone docs; provide links

Wednesday, September 17th User action 4: Final Checklist of access to O365 and Documentation for

Smartphone

Thursday, September 18th Reminder to personnel on migration weekend

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Verify your access to O365 Account with O365 profile

Verify your access to Lync

Verify your access to OneDrive Pro

Verify and get familiar with re-enabling email for Smartphones

and Mac

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http://www.insys.com/html/insys_move_to_o365.html

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References

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