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Published August 2015
As the earliest adopter of Microsoft products, Microsoft IT
began deploying Microsoft Office 365 in 2011. To optimize for
network capacity and performance, they implemented strategic
plans for network-related technologies. Microsoft IT has
continued to evolve industry-leading performance and
migration approaches, and they have adopted cloud
infrastructure services to promote a successful transition to
Office 365.
Situation
After many years of investment in the on-premises network, Microsoft IT and its
internal customers were accustomed to a highly reliable connectivity experience
with Microsoft Office products. When Microsoft IT began planning and testing the
move to cloud-based Office 365, they analyzed network infrastructure and
processes to find potential performance issues before beginning the migration.
This analysis was important to learn whether the existing infrastructure would
support the demands of moving a large enterprise service to the cloud. And it was
critical to maintaining the quality of service necessary for employee productivity in
Office 365.
Putting migration to the test
In 2011, to test the Office 365 migration, Microsoft IT identified about 2,000
datacenter-hosted mailboxes to migrate to the cloud starting on a Friday night. At
that time, Microsoft Exchange used caching to compensate for latency in mailboxes
that were geographically distant from their users, and regular email
synchronization to local mailboxes provided optimal performance. The initial
mailbox migration was completed successfully over the weekend. On Monday
morning, users logged in and their client machines began to synchronize through
the Internet to the cloud all at once. The sudden demand overloaded the gateway
to the Internet and caused an outage.
Valuable lessons were gained from this test, which have been applied to migration
planning processes since then. A key lesson was that collaboration and
communication between network and migration teams, working together on more
extensive modeling or smaller-scale tests, might have revealed that the
infrastructure could not support a 2,000-user migration. Having tightly integrated
teams that can identify issues on multiple levels is the best way to avoid migration
missteps.
Optimizing network performance
for Microsoft Office 365
IT Showcase Technical Case Study
Situation
When Microsoft IT began planning its
migration to cloud-based Office 365, they
needed to manage and address potential
network connectivity performance issues
and implement thorough migration and
performance planning for Office 365
services.
Solution
Microsoft IT engaged in large-scale,
strategic readiness efforts such as capacity
analysis and network provisioning, service-
specific migration optimization planning,
and adoption of new cloud infrastructure
services for optimized network performance
in the future.
Benefits
Optimized connectivity and network
performance
Long-term cost savings
Low-impact migrations
Faster, smoother user adoption
Key takeaway
Predictive modeling and small-scale
experiments can highlight issues that
need to be addressed. Communication
and collaboration between network
and migration staff is key.
Page 2 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Fortunately, the technology used during the test was slated to be replaced by new
technology that could support the traffic and significantly increase bandwidth. This
test experience accelerated that replacement and eventually allowed for successful
continued mailbox migration.
Planning cloud service performance
The Exchange cloud migration experiment was the foundation for a broad, ongoing
cloud performance initiative. An essential first step was to closely engage the
network and infrastructure teams, who could identify the tools and strategies
necessary for a major migration from on-premises servers to the cloud and allow
Microsoft to take full advantage of the benefits of cloud services.
Traditional on-premises server systems, despite lacking the scalability of the cloud,
had one advantage: network connectivity had been optimized and provisioned
over many years, and any bottlenecks had been addressed. Before moving to Office
365, Microsoft used remote datacenters for many user locations. And, like most IT
organizations, Microsoft IT already had experience with explicit planning for
network capacity, beyond simply laying the largest available cable between users
and servers.
For Microsoft IT to maintain the performance that users expect while migrating
powerful applications such as SharePoint and Exchange to their cloud-based
versions, it needed to ensure availability and connectivity.
During the migration, Microsoft IT managed and addressed performance issues
that users may have experienced by:
Planning for testing for appropriate network connectivity to the cloud.
Implementing thorough migration and performance planning for services such
as SharePoint Online and Skype for Business Online.
Embracing new cloud infrastructure services such as ExpressRoute for Office
365.
Solution
When Microsoft IT began large-scale migration to Office 365, readiness efforts
included performing high-level capacity analyses, adding redundancy to ensure
Internet availability, and optimizing connectivity for all users. And each Office 365
service presented unique migration challenges that had to be considered and
planned for. SharePoint Online and Skype for Business are two examples of the
diversity of the performance optimization experiences, efforts made, and lessons
learned as part of the Office 365 migration. Microsoft IT continues to serve as the
company's first and best customer today, piloting new cloud solutions that will
offer even better network performance for Office services in the future.
Driving availability and connectivity through optimization
Teams within Microsoft IT make broad and continual performance optimization
efforts across the Office 365 suite of applications to enable a high level of
employee productivity during and after migrations. These efforts include
performing capacity planning calculations, providing redundancy and resiliency
where appropriate, and creating the shortest path possible between the client and
the cloud.
Key takeaway
When using Office 365 cloud services,
Internet infrastructure that supports
connectivity and bandwidth must be
designed to meet the demands of the
cloud service.
Key takeaway
To prepare for migration, IT teams
need to analyze capacity, add
redundancy, ensure Internet
availability, and optimize connectivity
for all users.
Page 3 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Calculating network capacity requirements
Enterprise employees place many demands on a network. Information workers,
salespeople, and engineers all have different network utilization patterns and
productivity needs. When Microsoft IT is preparing to bring a new site online or
relocate a team, a carrier services manager uses a generalized calculation to
determine how much service a given location will need.
For example, capacity guidelines within Microsoft IT were formerly 110 Kbps per
sales person and 300 Kbps per developer. As services have become data-hungry
and teams have become more widely dispersed, the typical user—regardless of job
function—is now estimated to use about 400 Kbps of bandwidth during normal
activity. Although this is a subjective guideline that may be affected by many
factors (concentration of users, size of campus, remote access, non-user access,
and so on), it is a practical starting point. Estimating initial capacity will ultimately
reduce the level of investment needed to provide an acceptable level of service and
satisfy business needs at that location.
Microsoft IT has a policy to deploy an Internet edge stamp that can sustain the
expected capacity demand for the next 18 months. The design can scale to double
the capacity during the useful life of the hardware, which is typically three to five
years. This relatively simple and affordable policy provides the advantage of being
able to size the circuit (which may be owned by an external provider) up or down
as needed when a team moves or its size changes.
Provisioning in this manner is much easier and less expensive than deploying more
equipment and increasing the size of the edge later. This practice provides a great
degree of agility as well as the ability to optimize connectivity for both cost and
performance, with minimal complexity and low risk of outages.
By investing in thorough migration preparation, Microsoft IT has seen a positive
effect on the speed of the migration, availability of the service, and quality of the
user experience. When planning for Office 365 migration, Microsoft IT recommends
investing the time to create profiles, calculate capacity needs, and build the
network out in anticipation of these needs. Office 365 has published capacity-
planning tools to help customers size their own bandwidth needs (see the
Resources section).
Providing Internet redundancy for performance and availability
In locations where Internet connectivity is critical, such as operations centers where
employees must work on site with no option for remote work, Microsoft IT
introduced circuit redundancy by providing more than one physical connection to
the site via different carriers. If one carrier service fails, a secondary carrier can
provide backup service. This redundancy is critical in business climates that rely
heavily on cloud productivity services like Office 365, and where Internet
connection failures result in reduced employee efficiency.
Microsoft IT also uses global network redundancies for alternative routing in case
of disaster. This strategy was tested in 2011, when a 9.0-magnitude earthquake and
subsequent tsunami in Japan brought down power and severed network
connections with the west coast of the United States for several days. The existing
network redundancy allowed Microsoft IT to route around the severed connection
to reach other worldwide destinations through unaffected redundant regional
connections.
Key takeaways
Investing time to create user profiles
and associated usage estimates by role
can help with planning for network
capacity needs.
Deploying an Internet edge stamp that
can scale to double the expected
capacity during the life of the
hardware can provide flexibility,
optimized connectivity, and long-term
cost savings.
Key takeaways
Optimizing for worst-case scenarios by
planning circuit redundancy can
reduce the impact of unexpected
outages.
Prioritizing Internet performance as
highly as intranet performance is a
critical aspect of planning for cloud
migrations.
Page 4 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Most enterprise networks were not built to optimize the flow of traffic from local
intranets to services on the Internet. In many IT organizations, intranet performance
is still prioritized over Internet performance. For large organizations planning a
migration to Office 365 cloud services, a prioritized focus on Internet performance
and availability, with increased emphasis on Internet connectivity and redundancy,
is important to a successful transition.
Optimizing remote connectivity to Office services
As the suite of Office related services expanded and were more heavily used for
productivity purposes by their employee base, Microsoft IT did a networking
“reality check,” comparing connectivity methods based on user location. This
process involved closely examining the data traffic patterns of Exchange and
SharePoint services. Although the traffic patterns varied significantly with each
service, the fundamental connectivity optimization made by Microsoft IT improved
network performance across each service and improved overall user productivity.
During this optimization effort, Microsoft employees in major campuses and large
office buildings were connected through the corporate intranet, which has reliable
and robust private networking. This worked well for on-site employees; however,
remote employees in home offices or mobile locations who needed to connect to
these productivity services had to follow a much less efficient path. These
employees connected from the Internet (via on-demand remote access for home
users or persistent site-to-site VPN for remote users) through an inbound
corporate edge. They would then route from their connectivity point through the
intranet to the datacenter.
Figure 1. Inefficient connections from remote locations to on-premises services
Page 5 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Around this same time, Microsoft IT began working with the Office product team to
enable broader access to their services to support new work styles and flexibility in
client devices. This involved publishing their services securely to the Internet in a
model that was a precursor to consuming these services from the public cloud.
As shown in Figure 2, home office and remote clients access the Internet and
connect to Internet-facing service endpoints to reach on-premises services. The
endpoints are presented by load balancers that scale out the web services, and a
DMZ network securely publishes the services and data to the Internet.
Figure 2. Moving the Office productivity services to the Internet and optimizing configuration for
off-site access
Similarly, smaller Microsoft branch offices (Internet-connected clients) previously
connected to the corporate intranet via a leased line or a persistent VPN, so their
local connectivity was an extension of the corporate intranet, with no on-site edge.
This was a suboptimal experience for users accessing Internet-based Office
services.
For example, the closest hub to a sales office in New York might be in North
Carolina; to reach the Internet, traffic would first have to travel from New York to
the corporate intranet in North Carolina. Microsoft IT improved connectivity in such
situations by creating an Internet edge at these branch sites, which gave them
direct Internet access.
To further increase the efficiency and improve the user experience, Microsoft IT
allowed users to use Internet path even if they were simultaneously connected to
the intranet via VPN or other remote access solutions. This was accomplished via a
“split tunneling” configuration. All of these measures set up a client connectivity
model that was ready for the move to the Internet-delivered public cloud service
that is Office 365.
Key takeaways
Analyzing and planning for user edge
traffic patterns and implementing
connectivity that shortens the path to
the Internet possible can improve
cloud-based network performance.
Security and compliance functions
delivered as part of the cloud service
can reduce or eliminate the need to
provide these functions on the network
path, reducing complexity and cost
without sacrificing quality and security
of the connectivity solution.
Page 6 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Additionally, such direct paths to the Internet typically required advanced data loss
prevention measures. This usually involved integrating advanced client security
protection, such as antivirus and antimalware safeguards, Windows Firewall, and a
firewall at the Internet edge. Before migrating to Office 365, Microsoft IT had to
examine all data as it left the internal network. With Office 365, however, the
destination cloud services scan and analyze files to determine whether they violate
any policies, and traffic can safely travel, for example, from a home office to the
Internet to the service without the added security measure of sending it through
the managed edge.
Optimizing SharePoint performance
Microsoft IT focused its performance optimization efforts for SharePoint Online on
two major areas: a gradual, staged migration plan that mitigated most impacts of
migration on performance, and a SharePoint portal performance analysis that led
to important configuration optimizations in caching, content rendering, and
navigation. Because of these efforts, Microsoft IT enjoyed an especially smooth
migration of SharePoint content and portals to Office 365.
Optimizing migration through categorization and gradual onboarding
When Microsoft IT began migrating to SharePoint Online, there were
approximately 70,000 site collections and over 100,000 My Site personal sites.
Through a combination of cleanup efforts and a “Start Fresh” approach, (see below
for a full description) to encourage net-new adoption, Microsoft IT was able to
reduce the actual number of site collections that had to be fully migrated to 22,063
Team Sites.
These sites consisted of 36 terabytes of data, and were approximately a 50 percent
reduction in sites to be migrated (this did not include self-migrations of Team Sites
or My Sites, which were primarily content-only moves). After the Start Fresh
adoption and cleanup efforts were completed, the team successfully migrated
more than 97 percent of its relevant SharePoint sites to the cloud in less than one
year.
Part of this success is attributable to the development of new SharePoint Online
migration APIs (currently in preview; see Resources) coupled with a third-party tool
developed by Metavis, which greatly improved throughput for migration
throughout the year. Microsoft IT also treated the migration as a large-scale
project, complete with project management assignments, a detailed
communication plan, a rollback plan, and buy-in from all stakeholders. Most
importantly, Microsoft IT planned and performed migrations in a staged manner
that greatly minimized impact on performance.
Categorizing migration
Before beginning site migrations, Microsoft IT created four migration categories
defined by site complexity (the level and breadth of existing customizations) and
the degree of business value associated with the content. The categories were:
Start Fresh. Individuals and teams were encouraged to create new sites in the
cloud and manually migrate their own content as needed, only moving the
most important files and discarding the rest.
Forklift. Microsoft IT performed a bulk migration of nearly 30,000 high-value
SharePoint sites, using third-party migration tools.
Partial Move. Select content was moved to the cloud, and more complex
content (such as content for highly customized portal components) remained
on-premises until it could be redesigned.
Key takeaway
Establishing a project plan and using a
third-party tool (Metavis) that takes
advantage of the migration APIs
developed by the SharePoint product
group can reduce the overall impact of
migration on performance.
Key takeaway
The most important step to prepare for
migrating to SharePoint Online is to
perform a detailed audit and to clearly
understand your environment.
Determine which sites have not been
edited for some time and reach out to
the site owners to find out if they are
still needed. Remove those that are not
needed any longer. This cleanup is
essential to make sure you are only
migrating the most relevant data.
Page 7 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Redesign. Some portals with highly customized applications and solutions
were slated for complete redesign, with custom workload migration and
completely rebuilt solutions to take advantage of newly available technology,
such as Azure media services, and to leverage the new app model.
Although all four approaches were instrumental in the successful Microsoft IT
SharePoint migration and can serve as a model for any IT department planning a
migration to SharePoint Online, the Start Fresh approach was perhaps the most
significant for mitigating potential migration-related performance issues. This
approach involved regular communication and a generous timeline, allowing users
to self-migrate at their convenience.
To simplify the transition and encourage users to move, Microsoft IT created a
process by which users could create a new SkyDrive Pro (now OneDrive for
Business) site on first visit by simply clicking a link. Additionally, end-users were
informed that their on-premises My Sites would eventually be eliminated. Within a
specified time (approximately one year), users could migrate critical content on
their own and discard anything no longer needed. Microsoft IT did not migrate any
content from My Sites on-premises to SkyDrive Pro. For more complex sites
requiring third-party migration tools, users could request migration assistance from
Microsoft IT in the form of forklift moves, partial moves, and redesigns.
Gradual onboarding and organic adoption
As users moved to their new sites and experienced the benefits of cloud document
storage and accessibility firsthand, SkyDrive Pro experienced viral adoption. Growth
in use of SharePoint Online in Microsoft IT was organic and gradual, but also highly
efficient and effective. A year after the start of the SharePoint migration in
Microsoft IT, more than half of its SharePoint footprint was in the cloud.
This gradual onboarding and adoption approach is ideal for organizations that can
increase network bandwidth as needed over time. Although a large migration to
Office 365 ultimately requires some increase in network capacity, very little upfront
network load planning is necessary in a long-term migration model. This approach
minimizes the effect of migration and any associated performance issues because it
greatly reduces the possibility of sudden changes in throughput or network
capacity.
Optimizing portals with performance tuning
For on-premises SharePoint portals whose size and complexity require a complete
redesign for optimal migration to Office 365, portal performance in the cloud may
be affected by conditions that did not exist in on-premises environments. The
recent migration and major redesign of the Microsoft internal employee portal,
MSW, offers a real-world illustration of these challenges.
For example, when the new MSW portal first went into testing on Office 365 with
the same web parts from on-premises, pages took about 20 seconds to load—too
long. Microsoft IT discovered that half of this delay was caused by navigation
issues, and the other half was caused by content query work. (There were over
seven content query web parts on the portal’s home page when initial testing
began.)
Key takeaway
A gradual approach to SharePoint site
migration that provides a generous
timeline for more user control can
minimize the effect of migration on
network performance.
Key takeaway
Performing migrations according to
site categories is essential to efficient
SharePoint migration.
Page 8 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
The page loading issue was quickly determined to be caused by expensive server-
side rendering that did not benefit from the same cache profiles on Office 365 that
existed on-premises. It was resolved by switching to metadata-managed navigation
and using the new Content Search Web Part.
Figure 3. The new MSW portal running in SharePoint Online
Any large portal redesign in SharePoint Online requires performance tuning. A few
of the performance considerations for the MSW portal redesign are highlighted in
the following paragraphs. Many more considerations for page-loading
optimization can be found in the article Tune SharePoint Online performance (see
the Resources section).
Caching. Moving portals to Office 365 involves transitioning from an on-premises
model with a few dedicated machines hosting an entire service to a shared, multi-
tenant model with many machines hosting many workloads. When MSW was
hosted on-premises, four front-end servers were dedicated to handling user
requests.
Generally, those servers all had MSW in cache, so users experienced good
performance. SharePoint Online, however, uses orders of magnitude more front-
end servers shared across all workloads and sites within the customer’s tenancy.
The cache is also shared across many customers with different data to cache, so
any cache is short-lived on any particular front-end server and is less likely to
contain the specific desired portal pages.
Relying on object caching was, therefore, not an effective way to ensure an
optimized user experience for MSW in SharePoint Online. Microsoft recommends
avoiding dependency on SharePoint Online front-end server caches by using other
approaches to performance optimization that do not rely on object caching,
including use of the Content Search Web Part and metadata-managed navigation.
Content Search Web Part. In the on-premises implementation, MSW used the
Content Query Web Part (CQWP) to write dynamically rendered content. However,
with the reduced dependency on caching in Office 365 came reduced performance
with use of the CQWP. Any server-side work that was necessary to generate a page
would not be cached, causing a performance decrease in Office 365. To restore
performance, MSW replaced the CQWP with the Content Search Web Part (CSWP),
to quickly deliver results to the user by retrieving and rendering data
Page 9 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
independently of the server. Using the CSWP resulted in significantly better page
loading performance in SharePoint Online and was a major factor in making the
portal responsive in the cloud.
Navigation. Because caching should not be used in a shared front-end server
model, structural navigation can be problematic for complex site structures in
Office 365. When MSW was migrated to the cloud, it initially retained the structural
navigation of its on-premises implementation. It quickly became apparent that this
was affecting performance due to reliance on front-end server caching.
Because MSW did not require navigation security trimming (the ability to hide
navigational links to restricted files), Microsoft IT decided to switch to managed
navigation, which provided a substantial performance benefit in SharePoint Online.
Office 365 offers three navigation choices: structural, managed, and search-driven.
If security trimming is required and the site has a simple structure, structural
navigation is still a viable option.
For sites that require security trimming and have a more complex structure, search-
driven navigation (which requires customization of the master page but provides a
fast load time and locally cached navigation structure) may be considered. Simply
put, choosing the appropriate navigation option for the needs of the site can
greatly improve site performance.
Optimizing Skype for Business performance
When Microsoft IT began its transition to Office 365, the team responsible for Lync
and Skype for Business services was already involved with a major performance
improvement effort as part of the transition from Lync to Skype for Business. This
work included categorizing service challenges and large-scale, long-term planning
for improved performance and availability both on-premises and in the cloud. This
improvement project expanded to include an intense evaluation of the cloud
management service and strategic work to prepare the network environment and
optimize for the cloud, as well as a cloud migration plan that took advantage of
flexible hybrid opportunities.
Preparing the network environment
Knowing that a Skype for Business cloud migration would require changes to the
network environment for optimal performance, Microsoft IT took advantage of the
Microsoft Click-to-Run technology to reduce complexity and IT overhead, allowing
Office 365 to manage Office and Skype for Business client updates.
By moving to the cloud, Microsoft IT was able to manage updates and ensure the
most current versions of the client at all times, guaranteeing availability of the
newest features and the greatest reliability.
Because real-time communication is extremely sensitive to network conditions,
Microsoft IT also prioritized a deep understanding of three key elements of
capacity and traffic planning before they began cloud migrations. To understand
capacity and traffic planning:
They analyzed federated traffic with external organizations in a hybrid
environment to prevent potential bottlenecks at the network edge.
They developed a deep understanding of the traffic flows within the network
to optimize routes for voice traffic.
Key takeaways
Search-driven design user interfaces
and navigation tuning efforts can
mitigate performance implications of
the change in caching behavior with
shared servers.
Search performance can be optimized
by using the Content Search Web Part.
Key takeaway
Migrating Skype for Business Server to
Skype for Business Online in Office 365
may allow IT departments to shift
resources from internal IT
infrastructure and applications to
adoption efforts and a more managed
user experience.
Page 10 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
They ensured that their private connectivity, which reduced complexity in the
network integration for Skype for Business in Office 365, had the appropriate
markings for quality of service and guaranteed prioritization to the Office 365
network.
Historically, major IT investments have included tools, systems, and personnel for
managing infrastructure and applications; moving to the cloud shifted some of
those burdens to Office 365 and enabled Microsoft IT to focus more resources on
adoption and improving control over the Skype for Business user experience.
Microsoft IT has seen fewer incidents caused by network changes, because
dedicated network links now connect users directly to server farms in the cloud. In
Office 365, the risk of user or service impact caused by internal network changes or
configuration drift is greatly reduced.
Optimization for transition to the cloud
Because of the real-time nature of the Skype for Business service, optimizing
performance is even more critical than with other Office 365 services; even a few
seconds of lost voice, video, or data affect user productivity. Therefore, before
Microsoft IT could migrate Skype for Business to the cloud, it was crucial to
evaluate change and develop new strategies for availability, reliability, and
performance.
When Microsoft IT began to transition Skype for Business to the cloud, the existing
wireless networks were optimized for data, but not for real-time communications
such as voice. With the increase in the number and variety of mobile devices in the
workplace, use of wireless connections more than doubled during meetings in less
than a year. Additionally, transitioning to open floor plans to reduce physical
footprints and accommodate new working models resulted in increased user
density and additional meeting spaces.
To accommodate channel overlap and improve signal optimization in this changing
wireless environment, Microsoft IT re-tuned their wireless access point placements
and deployment configurations based on analysis of changing user behaviors,
varied user density, and new floor plan trends.
At the same time, Microsoft IT was seeing widespread increase in Windows 8
machines that were optimized for Wireless N network hardware rather than wired
connections. Microsoft IT standardized the environment for wireless N, ensuring
clear communications by proactively making sure that its wireless network drivers
were as current as possible and continuing to actively push driver updates.
Using hybrid deployments for flexibility
The Microsoft IT Skype for Business migration to the cloud is occurring in phases.
Even more complex than the SharePoint migration, the Skype for Business
migration to Office 365 is part of a much larger deployment that also includes the
launch of Skype for Business Server 2015 and the new Skype for Business client
software.
The Microsoft IT ecosystem for Skype for Business involves 218,000 users in both
on-premises and Office 365 environments; of these, 30,000 are currently in the
cloud, producing 3.5 million streams per month. This hybrid environment allows
Microsoft IT to provide global public switched telephone network (PSTN)
connectivity for both Skype for Business Server and Skype for Business Online while
optimizing performance and the user experience. Processes and applications are
moved into the public cloud environment as quickly as possible.
Key takeaway
The increasing popularity of mobile
devices and open floorplans in the
workplace requires analysis and
potential redesign of network
configurations, as well as increased
focus on driver updates.
Page 11 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Microsoft IT currently provides global enterprise voice in the cloud and will remain
in a hybrid configuration until global services are available online. There is high
user satisfaction with the current hybrid environment; a cloud user and an on-
premises user can have a seamless conference in a shared environment without any
awareness of its hybrid nature.
Office 365 implementations will vary greatly by organization, with some small
organizations moving easily to a total cloud environment and larger organizations
using longer-term hybrid scenarios. Like Microsoft IT, other large IT departments
may experience challenges that will influence performance planning for Skype for
Business migration, such as application requirements, telecommunications
investments, carrier limitations, partner dependencies, and number of users.
Fortunately, the flexibility of gradual hybrid deployments can mitigate many of
these challenges.
Deploying private, managed connections with Azure ExpressRoute
Until now, Microsoft IT has used Internet-based connectivity to Office 365 public
services, working with network transport providers and carefully selecting the
regional locations of the tenancy to improve the network experience. The current
phase in Office 365 connectivity involves shifting connectivity from a standard
public Internet connection to private peering using Microsoft ExpressRoute for
Office 365, the same technology used for Microsoft Azure. ExpressRoute provides
Microsoft IT with private network connectivity that offers performance that is more
predictable and guaranteed service availability.
A standard public Internet connection is an uncertain and unpredictable network
path in which service quality depends on carriers, traffic, intermediaries, and
proximity to cloud datacenters. With ExpressRoute, organizations contract with a
Microsoft partner who is a network service provider or an Exchange provider. These
companies provide connectivity into the Microsoft network, which connects all
Microsoft datacenters, offering predictable performance, data privacy, and
guaranteed service availability.
Although ExpressRoute is being used by Microsoft IT, ExpressRoute is not required
or recommended for Office 365 customers except in a small number of situations.
These situations include a) regulatory requirements that would mandate a direct
network connection or b) following a required customer network assessment for
Skype for Business voice and video when network deficiencies are discovered that
ExpressRoute can address. In the situations where ExpressRoute for Office 365 is
implemented, Microsoft should be directly involved to ensure a successful
implementation.
Key takeaway
Using private network connections
with Azure ExpressRoute for Office
365 is a practical solution that may
help enterprises address any
performance uncertainties of an
Internet-connected network path.
Key takeaway
A gradual hybrid transition to Office
365 allows companies to migrate to
the cloud while continuing to maximize
their investment in their existing on-
premises telephony equipment.
Page 12 | Optimizing network performance for Microsoft Office 365
IT Showcase Technical Case Study
Figure 4 illustrates using ExpressRoute with Office 365 and the corporate intranet.
Figure 4. Using private network connections with Azure ExpressRoute for Office 365
Best practices Plan for Internet capacity requirements before migration.
Migrate one Office 365 service at a time.
Treat your Internet network connection as critically as you would treat your
network connection to on-premises datacenters.
Deploy an Internet edge stamp that can scale to double the expected capacity
during the life of the hardware.
Plan for pilot testing, troubleshooting, and optimization.
Use migration as an opportunity to carefully evaluate and prioritize what
should be migrated. Mitigate risks by not migrating lower priority data.
Assess on-premises SharePoint page navigation models that rely on caching
for performance and evaluate the appropriate navigation model for
optimization.
Use hybrid environments where appropriate to manage migration.
Use private network connections with Azure ExpressRoute for Office 365 to
address the performance uncertainties of an Internet-connected network path.
Conclusion Microsoft IT has been planning and carrying out Office 365 migrations since 2011,
and the stories shared here are just a few examples of the achievements made and
lessons learned along the way. Together, these experiences support a single,
essential message: investing the time and effort necessary to implement thorough
and strategic planning for network connectivity results in fewer migration
complications and better overall performance. Of course, IT organizations will
inevitably need to perform some degree of additional optimization and
troubleshooting work before, during, or after migration. Guidance is available for
performance optimization and troubleshooting for all phases of Office 365
migration (see the Resources section).
Page 13 | Optimizing network performance for Microsoft Office 365
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Resources
Network Planning and performance tuning for Office 365 including network
capacity planning tools
http://aka.ms/tune
Office 365 Network Topology and Performance Planning
http://channel9.msdn.com/events/TechEd/Europe/2014/OFC-B335
Migration to SharePoint Online Best Practices and New API Investments
(Ignite 2015 breakout session)
https://channel9.msdn.com/Events/Ignite/2015/BRK3153
SharePoint Online Migration User Guide
https://technet.microsoft.com/en-us/library/mt203923.aspx
Migration for SharePoint Online APIs (registration required)
http://aka.ms/spomigrationpreview
Configure a Content Search Web Part in SharePoint
https://support.office.com/en-US/article/Configure-a-Content-Search-Web-Part-in-
SharePoint-0DC16DE1-DBE4-462B-BABB-BF8338C36C9A
Making email archive migration easier with the Office 365 Import Service
https://blogs.office.com/2015/05/07/making-email-archive-migration-easier-with-
the-office-365-import-service/
ExpressRoute Technical Overview
http://aka.ms/expressrouteoffice365
Related case studies
Exchange Mailbox Migration TCS
https://www.microsoft.com/itshowcase/Article/Content/577
Microsoft IT Evolves its Network for Public Cloud Connectivity
https://www.microsoft.com/itshowcase/Article/Content/250
For more information
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Centre at (800) 933-4750. Outside the 50 United States and Canada, please contact
your local Microsoft subsidiary. To access information via the web, go to:
http://www.microsoft.com
Microsoft IT
http://www.microsoft.com/ITShowcase
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