Getting to Office 365

1. Getting to Office 365 BPOS to Office 365 Transition for Existing BPOS Customers Ernesto Rivero Community

2. The transition experience

3. Office 365 is an Evolution of the Existing Service SERVICE + New features and offerings Office 365 BPOS • Business Value of • Microsoft Online Services • People | Technology | Financial | Process • No server upgrades • No data migration • 24x7 technical support • Predictable price • Familiar Experiences

4. Transition Roles and Responsibilities

5. Availability and Timeline 12 Months to Transition

6. Key Areas of Change

7. System Requirements Key Changes

8. Understanding “Office” • Office Pro Plus • Office Subscription – not included in all Office 365 plans. • Office Web Apps • Browser-based read/edit companion to Office

9. Office 365, Office Client and Browser Companion

10. New System Requirements • Operating System • The Windows® 7 operating system • The Windows Vista® operating system with SP2 • Windows XP with SP3 • Mac OS X 10.5 (Leopard), 10.6 (Snow Leopard) • Windows Server 2003 and Windows Server 2008 • Browser—Microsoft Online Portal • Internet Explorer 7 or later • Mozilla Firefox 3or higher • Apple Safari 4or higher • Browser—Outlook Web App • Internet Explorer 7 or above • Firefox 3 or higher • Safari 3 or higher on Macintosh OS X 10.5 • Chrome 3 and later versions • Outlook Web App also has a light version that supports a reduced set of features across almost any browser • System • Microsoft .NET Framework 2.0 • Java client 1.4.2 (for Macintosh OS X) • Office Clients • Microsoft Office 2010 or Office 2007 with SP2 • Office 2008 for Mac and Entourage 2008 Web Services Edition • Office 2011 for Mac and Outlook 2011 for Mac • Lync 2010 • Communicator for Mac • Client Applications • Microsoft Online Services Connector

11. Help People Accomplish MorePut the Power of the 2010 Servers into Their Hands with Office 2010 Client Server Lync Server 2010 Lync 2010 • Share an Office application with others in one click Unified Communications Lync Server 2010 Word 2010Lync 2010 • See presence and contact others from within your shared document with IM or voice Exchange 2010 Outlook 2010 • See voice mail transcripts and faxes right in your inbox SharePoint 2010 Power Pivot for Excel add-in • Consolidate & quickly analyze and vast amounts of data. Share & Refresh powerful BI models in SharePoint Business Intelligence SharePoint 2010 Word 2010PowerPoint 2010 • Edit the same document at the same time SharePoint 2010 SharePoint Workspace 2010 • Use & update SharePoint documents and lists when you’re not connected Collaboration SharePoint 2010 PowerPoint 2010 • Quickly broadcast a slideshow right from within PowerPoint • Avoid sending sensitive mail to the wrong people with help from Mail Tips and keep security a priority with Retention Policy and Automated Policy Application Outlook 2010 Exchange 2010 SharePoint 2010 Word 2010 Enterprise Content Management • Enhance content management with smart templates that populate document metadata SharePoint 2010 Office 2010 • Easily access rich client/server capabilities with the Backstage view in Office 2010

12. Identity • Separate online credentials • Log in each session • No on-prem server required for authentication • Single Sign-On with corporate credentials • Requires ADFS 2.0 on premises • Supports 2 factor authentication

13. Transition Communications Overview

14. Scheduling the Transition • Transition occurs over a weekend (48 hours) • Transition batches weekly • Initial schedule date based on start date and customer feedback

15. Pre-GA Trying Office 365 for Existing Customers Post GA

16. Pricing / Licensing / Offerings

17. EDU Customers on BPOS Today • This refers to education customers on BPOS Standard today, not Live@EDU • There will be an EDU SKU/Offering on Office 365 • Pricing, licensing and transition date TBA

18. Office 365 Plans Components Suites Office 365 E4 Includes: Exchange Plan 2 SharePoint Plan 2 Lync Plan 2 Office ProPlus Office Web Apps Lync Plus (Voice) Voice Office Pro Plus Office 365 E3 Includes: Exchange Plan 2 SharePoint Plan 2 Lync Plan 2 Office ProPlus Office Web Apps Voicemail & Archive Forms, Access/Excel/ Visio Services BPOS Transition Office 365 E2 Includes: Exchange Plan 1 SharePoint Plan 1 Lync Plan 2 Office Web Apps Office Web Apps Email, calendar, AV/AS Office 365 E1 Includes: Exchange Plan 1 SharePoint Plan 1 Lync Plan 2 Collaboration Portal Conferencing IM & presence Office Web Apps Edit* Not offered standalone Office 365 K2 Includes: Exchange Kiosk SharePoint Kiosk Office Web Apps * All suites include Office Web Apps read capability via SharePoint Online. SharePoint Online Kiosk Not offered standalone Office 365 K1 Includes: Exchange Kiosk SharePoint Kiosk Exchange Online Kiosk

19. Live Meeting to Lync Online Live Meeting Lync Online

20. Transition Experience: Phases

21. Admin Experience Before Transition • Admin receives initial notification about the transition • Admin receives proposed transition date • Admin confirm or declines proposed transition date During Transition • Administration center displays only the information panel; all other areas are locked • Admin receives links to familiarize with new environment and post-upgrade tasks After Transition • Admin is signed out of admin portal and must sign back in (using same username/password) • Redirected to new Admin Portal • Signs in to new Admin Portal (same credentials again) • Admin reviews post-transition information

22. Partner Experience Before Transition • Learn about Office 365 features and the transition experience • Partner of record CC’d on customer email communications • Help customers assess and plan around areas of impact After Transition • Support customers with configuration steps as necessary • Help customers deploy and configure ADFS and Federated Identity • Help customers deploy and configure Rich Coexistence

23. End-User Experience Before Transition • Review information from Administrator • Instructions for any required client software installation: Office, Communicator, Live Meeting, Internet Explorer, Service Connector During Transition • SharePoint site collections will be locked to ‘Read Only’ • Outlook will continue to function, mail flow continues to work • Users may be prompted to re-start Outlook after transition period ends • Previous Outlook Web App (OWA) URL will stop working • Active Sync devices will not be able to connect to Exchange Online with previous configuration After Transition • User presented with new Sign-in page. Will use same UserID@Company.Com and Password as always for Microsoft Online Services • Outlook and SharePoint work immediately • Outlook will automatically re-configure (no OST re-download required, existing profile preserved) • SharePoint URLs will direct to new SharePoint Online • Manually reconfigure OWA URL with URL provided by administrator, replacing any old bookmarks • Manually reconfigure Active Sync mobile devices, following instructions provided by administrator • Remove old Microsoft Online Services Sign In application

24. Net New Deployment vs. Transition Transition

25. Transition by BPOS Lifecycle Scenarios (Pre Office 365 GA)

26. A. Existing Trial Trial subscriptions will not be transitioned!

27. B. Purchased, No Production Deployment

28. C. Purchased, Production Deployment

29. Customer Support

30. Thank you!