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Top 3 Pitfalls When Migrating to Office 365
Ryan StarkweatherSenior [email protected]
Wade WalkerDirector Cloud [email protected]
Today’s Agenda
Introduction: Wade Walker
Office 365 & Microsoft 365: Wade Walker
Office 365 Migration Pitfalls: Ryan Starkweather
Q & A / Wrap Up
• Prepare your migration to avoid losing contacts, data, email rules and auto-fills
• Choose the right type of migration – Hybrid or Cutover
• Select the right tools for your migration
• Determine the right licenses, or combination of licenses for your company (don’t
overspend)
• Avoid flooding your support desk with tickets post migration
• Quote from Wood Rodgers
– “I just wanted to pass along our sincere thanks for the help you have provided us during this Covid-19
pandemic. We have Teams working now… It’s very much appreciated and you guys are killing it!
Thanks!”
• Headquartered in Rocklin, CA (Sacramento) with offices in San Diego & Los Angeles
• 2017 Sacramento Business Journal - #1 Fastest Growing Company
• 2017, 2018 & 2019 Sacramento Business Journal - Best Place to Work
• Microsoft Gold Platform Partner
• Microsoft Tier 1 Azure and Office 365 Managed Partner
• Microsoft Data Center Optimization (DCO) Partner
• Some of our Microsoft Cloud Clients:– Summit Funding 1,200 users Rideout Health 3,400 users
– Red Hawk (Rancheria) 340 users Wind Creek Hospitality 5,500 users
– Rego Consulting 150 users APM 1,400 users
– Renown Health 10,000 users ProSearch Strategies 250 Users
– EJ Gallo 7,000 users Many others in the 20-100 user range
https://azure.microsoft.com/en-us/global-infrastructure/regions/
https://aka.ms/AzureCompliancehttps://products.office.com/en-us/business/office-365-trust-center-welcome
Office 365 Basic Features
Office Applications
• Word• Excel• Outlook• PowerPoint• OneNote• Access, Publisher, Visio, etc.
Cloud Services
• Email & Calendaring (Exchange)• Intranet & Company Files (SharePoint)• Cloud File Storage and Sharing (OneDrive)• Online Meetings, Collaboration & Phone (Teams)
Office 365
Business or Enterprise
Office ApplicationsWord, Excel, PowerPoint, Outlook,
OneNote, Publisher, and Access
Online ServicesExchange, OneDrive, Skype for
Business, SharePoint, Teams, etc.
Business AppsBookings, Outlook Customer Manager
Enhanced Security
Cross-platform
Consistent Security configuration across
Windows 10, Android and iOS devices
Rights Management, Sensitivity labeling
and intelligent Data Loss Prevention tips
Enforced device and documents encryption
Network protection from malware exploits
Remote wipe of business data from
lost or stolen devices
Conditional access
Device Management &
Simplified Admin
Mobile Device Management for Windows
10, Android and iOS with Microsoft Intune
Always up-to-date Office, Windows
and Windows Defender anti virus
Single admin console to setup and
manage users and devices
Streamlined deployment of PCs
with Windows AutoPilot, including Auto-
installation of Office apps + Automated
PowerShell Deployments
+ +
Moving up to Microsoft 365
Microsoft 365 | One subscription for Productivity + Security + Device Management
3rd party
solutions(bought separately,
expensive & hard to
integrate)
Archiving
Data Loss Prevention
Email Threat Protection
Device Anti Virus
Email Filtering
Productivity Software
Storage
Online Chat & Meetings
Device Management
Data Loss Prevention
Email + Device Threat Protection
100 GB or Unlimited Archiving
Device & App Management PCs, Macs, iOS & Android
Email Filtering
Windows Defender AV
1 TB+ File Storage
50 or 100 GB Cloud Email
Teams & Skype for Business
Office (Word, PowerPoint, Excel, Outlook, OneNote)
Information Protection
vs.Microsoft 365(all included, seamlessly
integrated)
Microsoft 365 - Intelligent Security
Secure the front door
Protection from Identity
driven breaches, Email attacks
and Attacks targeting OS
Secure devices
Workplace issued or
BYOD devices
Great employee
experience
Productivity without
compromise
Secure content
Protect content: At the
time of creation, in transit,
and during consumption
• Prepare your migration to avoid losing contacts, data, email rules and auto-fills
• Choose the right type of migration – Hybrid or Cutover
• Select the right tools for your migration
• Determine the right licenses, or combination of licenses for your company (don’t
overspend)
• Avoid flooding your support desk with tickets post migration
Office 365 Deployment14
Migration Steps
Pre-Deployment Assessment
Plan
Prepare
Deploy
Migrate Cutover
Staged
Hybrid/Coexistence
Post-Deployment Cleanup
Office 365 DeploymentPre-Deployment Assessment
Generally a 2-day Engagement
We Inventory your current environment and analyze Active Directory, Exchange, and Infrastructure Design
We create Readiness Assessment, Exchange Health Report, and Exchange Permissions Audit
Make Infrastructure/Design suggestions
Leave you with a detailed action plan
Credit most of cost toward migration project
AuthenticationHybrid Identity
Microsoft’s identity solutions span on-premises and cloud-
based capabilities, creating a single user identity for
authentication and authorization to all resources, regardless
of location. We call this hybrid identity.
Cloud Identity
Single identity in the cloud
Suitable for small organizations
with no integration to on-
premises directories
Directory & Password Synchronization
Single identity
suitable for medium
and large organizations
without federation
Federated Identity
Single federated identity
and credentials suitable
for medium and large
organizations
Office 365 DeploymentAuthentication Options
Authentication
Office 365 DeploymentMigration Methods
Cutover
Staged
Coexistence
Data Only
Data & Client
Hybrid
Office 365 DeploymentPotential Challenges
User experience
Email is not always the hard part
Garbage in = garbage out
Legacy applications
Migration bottlenecks
You don’t know what you don’t know (Extra Time)
Microsoft Licensing Options
• Bundles vs. A la Carte - Mix and match!
• Enterprise vs. Business Bundles
• Open Volume
• Enterprise Agreements (EA)
• Migrate SA Benefits from EA to MPSA
• Non-Profit
• Government/Education
• Cloud Service Provider (CSP)
• Software Asset Management (SAM)
Big Green IT can handle ALL your Microsoft Licensing!
https://www.biggreenit.com/category/office-365-migration/
https://docs.microsoft.com/en-us/exchange/mailbox-migration/mailbox-migration
https://docs.microsoft.com/en-us/exchange/mailbox-migration/decide-on-a-migration-path
https://docs.microsoft.com/en-us/azure/active-directory/hybrid/how-to-connect-sync-whatis
https://securescore.microsoft.com
• https://www.biggreenit.com/cloud-consultation/
Questions?
• https://www.linkedin.com/in/wade-walker-
a830781/
• Big Green IT: Cloud Consultation
• Big Green IT: Microsoft 365 Readiness Assessment
• COVID-19: One Month Microsoft 365 Cost Relief
• Microsoft Data Center Optimization (DCO)
• Microsoft Premier Support
• Microsoft SMB Partner Advisory Council
• International Association of Microsoft Channel
Partners (IAMCP)
