Office 365 Guidebook:

The Client Edition

This packet of materials is meant to help guide you through your upcoming migration to
Office 365. It outlines necessary prep for the migration, the migration itself, and training
materials for users and administrators.

Overview
This section is intended to give you an overview of the migration process and your
responsibilities.

1. Getting the Non-Profit Office 365 Donation

If you have not already completed your Non-Profit Eligibility with Microsoft
please read Getting The Donation on page 3 carefully.

2. Verifying compatibility
Your desktops and servers need to be prepared for Office 365. Youll need to make
sure your computers are running an updated version of Windows, Mac OS, and
Office. If were doing an automated migration, well verify your servers
compatibility too.

3. Updating Software
Your operating systems and productivity software need to be fully updated for Office
365 to work reliably.

4. Gathering information
Youll need a bunch of information to complete your email migration. Along with this
document you should have received a spreadsheet with a checklist to record
information about each of your computers, your servers, your DNS provider, etc.
Once you have this information you can schedule your migration!

5. Performing the migration, configuring devices, and getting training

Now that your network is prepped and you have all the information you need, its
time to do the migration. This process depends on the kind of environment you
have now, so youll need to read on for the details.
During and after the migration itself itll be time to configure your desktops and
mobile devices. Your users should have access to their email during this entire
process so they can continue to support your organizations mission.

Phase 1
getting the donation
(everyone likes free stuff)

Overview
Microsoft offers free licensing to most non-profit organizations, but the process can be
misleading and confusing. Were here to help you get the non-profit pricing with the least
headache possible. The general process for getting Office 365 is as follows:
1.
2.
3.
4.

Sign up for an Office 365 for Non-Profits Trial Account

Add your domain name and change DNS records to verify ownership
Wait for Microsoft to verify that you own your website
Pick your final licenses and get ready for the migration

Signing Up for a Trial

When Signing up for an Office 365 for Non-Profits Trial you have the option of several
different license types:
Always sign up for the Enterprise (E3) trial licenses. The other licenses
include fewer features and are not upgradable to the Enterprise plans. You do not
have to pay a monthly fee for the E3 license unless you choose to subscribe to
desktop versions of Office applications.
To Sign up:

Get the E3 for Nonprofits trial

6.

Sign up for a new account

Go to the website below and click

the Office 365 Nonprofit E3 free
trial link.
http://products.office.com/enus/nonprofit/office-365-nonprofitplans-and-pricing

If prompted click no, Ill sign up for

a new account

7.

Fill out your information

Fill out the form. Be particularly careful about:
Email Address: Make sure this is the
same domain as the email you are
trying to configure, or you will be
unable to reset certain passwords.
User Id: the part before
.onmicrosoft.com is not changeable
and will appear in certain URLs. This is
permanent.

Adding your Domain Name

Adding your domain name is the most complicated part of the Office 365 Nonprofit signup
process. If any of this feels uncomfortable, just stop and well help you when the time
comes.
However, we will need your Domain Name Server (DNS) login information in
order to complete your Office 365 subscription. Youll find more information about
DNS in the Domain Name Server (DNS) Credentials section on page 35 .
You will need to:
1. Add your website domain name to Office 365 by clicking on domains on the left
hand side of the Admin Center.
2. Follow the instructions to add a custom TXT DNS record to your domain.
3. Follow the instructions to verify ownership of the domain.

Picking your Licenses

To determine what licenses you will need, you will need to know the different services and features
available with each kind of license. These differences are defined here:

NOTE: Always choose E3

Product Features (Depending on License)

Product

Features with E1

Office 365 Platform

No Azure Rights
Management

Features with E3
Azure Rights Management

Exchange Online
(User subscriptions
are not required for
conference rooms and
shared mailboxes.
These special mailbox
types do not have
login credentials.
Instead, licensed users
with the appropriate
permissions manage
them via delegation.)

Encrypt
ion of data at rest
(BitLocker)

No
IRM using Azure RMS
IRM
using Windows Server AD
RMS
No
Office 365 Message
Encryption
No InPlace Hold and Litigation
Hold
InPlace eDiscovery
No
Data Loss Prevention
No Inactive Mailboxes

Encrypt
ion of data at rest
(BitLocker)

IRM
using Azure RMS

IRM
using Windows Server AD
RMS
Office
365 Message Encryption
InPlace Hold and Litigation
Hold
InPlace eDiscovery
Data
Loss Prevention
Inactive
Mailboxes

Included
Exchange Online
Archiving
SharePoint Online

Available as add-on

No BCS (Business
Connectivity Services)
Deferred Site Collection
Upgrade
No DLP
Encryption at rest
(BitLocker encryption of doc
libs, OneDrive, and site data)

BCS (Business
Connectivity Services)
Deferred Site
Collection Upgrade
DLP
Encryption at
rest (^ + Pre-file encryption
encrypting every individual
file with a unique key)

No Improved SelfService Site Creation

Auditing
Auditing & Reporting
(e.g. doc edits, policy edits,
deletes)
Content Organizer
Design Manager
Document Sets
eDiscovery Search
No eDiscovery Hold
No eDiscovery Export
External Sharing:
External Access & Guest
Link
No IRM using Azure
Rights Management
Managed Metadata
Service
No Preservation Hold
Library
Records Management
Site Mailbox
No Business
Intelligence Center
No Data Connection
Library
No Excel Services
No Duet Online

Skype for Business

Online

No IM Content
Archiving
No Conference Content
Archiving
No User Level
Archiving Configuration
Presence Awareness
Web App

Improved SelfService Site Creation

Auditing
Auditing &
Reporting (e.g. doc edits,
policy edits, deletes)
Content
Organizer
Design
Manager
Document Sets
eDiscovery
Search
eDiscovery
Hold
eDiscovery
Export
External
Sharing: External Access &
Guest Link
IRM using
Azure Rights Management
Managed
Metadata Service
Preservation
Hold Library
Records
Management
Site Mailbox
Business
Intelligence Center
Data
Connection Library
Excel Services
Duet Online
IM Content Archiving
Conference Content
Archiving
User Level Archiving
Configuration
Presence Awareness
Web App

BI

Included Products

E1

Office Online

E3

1 TB OneDrive
for Business

50 GB inbox w/
Outlook

Shared

Office Online

1 TB OneDrive
for Business

Skype for

Business

Office for
Mobile Devices

Calendaring

50 GB inbox w/
Outlook

SharePoint

Shared
Calendaring

Newsfeed/Yam
mer

Office Pro Plus

2013

Skype for
Business

O365 Video

SharePoint

Newsfeed/Yam
mer

O365 Video

IRM

eDiscovery
Center

PowerQuery,
PowerPivot, PowerMap

(Add-on needed
for PowerBI)

The most important part of this process is to ensure that you have signed up for the E3
Trial and not the Small Business Trial.

Phase 2
verifying compatibility
(the annoying stuff)

Overview
Office 365 gives your organization access to cutting edge cloud technologies, but those
cutting edge technologies require relatively new software on the ground. This section
helps you understand the requirements for Office 365 and determine if your computers are
supported.
Please note that all software and devices must be fully updated. In the following
sections well help you determine what operating system and office versions you are
running.

Desktops and Laptops

Operating Systems

Windows Vista
Windows 7
Windows 8
Windows 10

Browsers

Mac OS X 10.6
Internet Explorer 10 or greater1
Latest versions of Firefox or Chrome

Office Versions

Safari 5 or greater
Office 2010
Office 2013 (recommended)
Office 2016
Office 2011 for Mac
Office 2016 for Mac

Mobile Devices
Please note that, because of the tremendous variability of mobile devices by manufacturer and
version, we cannot guarantee compatibility. Configuration of all mobile devices is your
responsibility. Technically, any phone that supports the Active Sync protocol should support Office
365, but functionality can vary dramatically.
iOS (Apple)
Android
Windows Phone
Blackberry

iOS 4.0 and up

Check with your wireless provider
Windows 7 or greater
OS 4.5 and Higher
Blackberry 10 devices not supported

1 Internet Explorer is required for full functionality. However, almost all features are
available in the latest versions of chrome and Firefox. To fully understand the limitations
see Microsofts guide: https://support.office.com/en-IN/article/Office-365-systemrequirements-719254c0-2671-4648-9c84-c6a3d4f3be45

Servers
Server compatibility is only important if your organization is completing an automated exchange
migration from an on-premise server.
For Exchange
Migration

Exchange 2003 SP2

Exchange 2007 SP3
Exchange 2010 SP3
Exchange 2013 SP1
RPC over HTTP (Outlook Anywhere)
configured

For Directory Sync

Valid SSL certificate on RPC

directory
Server 2008R2 64bit member server
(cannot be a DC)

Integrations
Please note that, because of the tremendous variability of 3rd party devices and services that
provide email integration, we cannot guarantee compatibility. It is your responsibility to verify
compatibility of your devices and services with Office 365. We will only configure devices and
services supported by Office 365 specifically included in the scope of work your organization
signed.

Determining Your Desktop/Laptop OS Version

To help your organization in determining its compatibility, weve included instructions to
determine your operating system version.

Windows Machines
1

8.

Open the control panel (with start

menu)

Open the control panel (no start

menu)

If you have a start menu, open it

and then click on Control Panel.

If you dont have a start menu,

youre running Windows 8. Press the
keyboard shortcut below, or right
click on the Windows logo in the
taskbar, and then select control
panel from the list.
+x
(dont press the + key)

9.

Open the System and Security

category

In category view, click on System

and Security. If you are in icon view
you can open the System panel
directly.

10. Open System

Click on the System header to
view details about your computer

11. Record your OS Version

Note the version under Windows
Edition.
If your screen doesnt look like this,
and instead has tabs that read
General, Computer Name,
Hardware, etc, look for the
operating system on the General
tab (its probably Windows XP).

Apple Macintosh Machines

1

Open About This Mac

Click on the apple icon in the upper
left of the screen and then select
About This Mac.

12. Record your OS Version

Record the Mac OS version found on
this screen (in this case 10.5.3).

Determining Your Office Version

To help your organization in determining its compatibility, weve included instructions to
determine your office version. Unfortunately, this process differs depending on the version
of Office you have installed.
Note that it is possible to have different versions of Office on the same machine.
Make sure that all versions of your office applications match.

Windows Machines
1

Open Microsoft Outlook

Launch Microsoft Outlook

13. If you have dropdown menus

If your version of Outlook has drop
down menus along the top, click
Help > About Microsoft Office
Outlook

Record the Microsoft Office version

from this screen.

14. If you have a ribbon interface

If you just have a file menu or a
circular button in the upper left of
Outlook click on that button to open
up the file menu

Click on the Help tab or Office

Account tab to see version
information. Record the full version
(Office Professional Plus 2010 and
Office Professional Plus 2013 in this
case).

Apple Macintosh Machines

1

Open Outlook for Mac

Open Outlook for Mac. If your
computer does not have Outlook
installed, you either do not have
Microsoft Office, or you are running
a version too old for use with Office
365.

15. View application information

Click Outlook > About Outlook to
view the version information. Record
the full version information from the
next screen.

Determining Your Mobile OS Version

To help your organization in determining its compatibility, weve included instructions to
determine your mobile phone OS version. Keep in mind that you ultimately need to check
with your wireless provider or device vendor to guarantee compatibility. These instructions
are provided as a general guide only.

iOS Devices (Apple)

1

Open Settings > General > About

From the settings
app select General
> About and record
the version

Android Devices
The Android OS version is not particularly helpful when determining compatibility. Please
refer to your wireless or device vendor.

Windows Mobile Devices

1

Settings > About

Open Settings >
About and record
the OS Version.

Blackberry Version

Settings > About

Open
Control Panel > Options
> Device > Options >
About
and record the operating
system version.
NOTE: the exact location of
this screen varies by
device, provider, and
theme.

Determining Server Compatibility

This section only applies to organizations completing an automated Exchange migration
(versus a manual PST import migration). Because servers vary dramatically in health and
stability, we cannot guarantee that an automated migration will work. We charge hourly
for any time spent working on your server.

Email Migration
In order to perform an email migration, your server must be running Exchange 2003 or
higher. All service packs and updates must be installed.
Email migrations use the RPC over HTTP protocol (Outlook Anywhere). For the migration to
work, your server may need to be reconfigured. Microsoft provides a testing tool that can
help you verify your configuration at https://www.testexchangeconnectivity.com/. Use the
Outlook Connectivity test and ensure it runs without any errors or warning.
This may require purchasing and installing an SSL certificate. We typically recommend
performing an internet search for godaddy SSL coupon and using the least expensive
option.
The following resources can help you configure your server appropriately for an email
migration:
Generating a Certificate Request
http://support.godaddy.com/help/article/5277/generating-acertificate-signing-request-csr-iis-5-and-6
IIS 7 http://support.godaddy.com/help/article/4800/generating-acertificate-signing-request-csr-microsoft-iis7
Installing a Certificate
IIS 5 & 6

IIS 5 & 6

http://support.godaddy.com/help/article/4875/installing-anssl-certificate-in-microsoft-iis-5-amp-6

http://support.godaddy.com/help/article/4801/installing-anssl-certificate-in-microsoft-iis-7
Configuring RPC over HTTP
IIS 7

Exchange
2003
Exchange
2007
Exchange
2010
Exchange
2013

http://support.microsoft.com/kb/833401
http://technet.microsoft.com/enus/library/bb123889(v=exchg.80).aspx
http://technet.microsoft.com/enus/library/bb123542(v=exchg.141).aspx
http://technet.microsoft.com/enus/library/bb123741(v=exchg.150).aspx

Directory Synchronization
Office 365 can synchronize with your local Active Directory (AD) environment to
automatically copy users youve created on-premise to the cloud.
The following information is synced one-way from your local AD to Office 365 with
Directory Synchronization:

User accounts and basic information (title, manager, etc)

User email addresses (primary and proxy)
Security Groups and membership
Exchange Distribution Groups and membership
Exchange External Contacts

The following information is not synced:

Permissions
Passwords (yet)

Because Directory Sync is one-way you will need to maintain an Exchange

Server or use ADSI edit or PowerShell to modify on-premise mail-enabled
objects. Microsoft does not provide another means to modify user email addresses or
exchange objects. Directory sync requires a separate Server 2008 R2 64 bit server that is
a domain member, but not a domain controller. Because Exchange servers are also
domain controllers, it cannot be installed on an Exchange server.

Phase 3
updating software
(ensuring things go smoothly)

Overview
Using supported versions of Windows, Mac OS X, and Office is just the first step. In order to
ensure Office 365 works well with your computer you must also ensure all of the software
is fully updated.

Windows OS and Office

1

Open the control panel (with start

menu)

16. Open the control panel (no start

menu)

If you have a start menu, open it

and then click on Control Panel.

If you dont have a start menu

youre running Windows 8. Press the
following keyboard shortcut, or right
click on the Windows logo in the
taskbar, and then select control
panel from the list.
+x
(dont press the + key)

17. Open the System and Security

category

In category view, click on System

and Security. If you are in icon view
you can open the System panel
directly.

18. Open Windows Update

Click on the Windows Update
header.

19. Click Change Settings

Click Change Settings.

20. Ensure you get other updates

Ensure that Give me
recommended updates and
Give me updates for other
Microsoft products are selected.

21. Check for updates

Click Check for updates

22. For Windows 8: Reboot Computer

If youre using Windows 8 you just
need to reboot your computer to
install the updates.

For Windows 7: Click Install Updates

If youre using Windows 7 click
Install Updates.

Windows Server
Windows Server is typically updated in the same manner as the Windows OS.
To ensure that Exchange is fully updated, manually verify that the latest service pack has
been installed and run Windows Update again.

Mac OS X
1

Open Software Update

Click the Apple icon > Software
Update with the Finder selected.

23. Install Updates for 10.6

Select all the updates and click
Install in the lower right corner.

24. Install Updates for 10.7 and Above

Click Install All in the upper right
corner.

Office for Mac

1

Open Outlook for Mac

Open Outlook for Mac

25. Check for Updates

Click Check for Updates

26. Install Updates for 10.7 and Above

Check all updates and click Install
in the lower right corner.

Mobile Devices
Please refer to your manufacturer for update instructions. However, typically:

Older iOS devices must be updated through iTunes

Newer iOS devices update automatically
Android devices update automatically
Windows phones update automatically
Blackberry devices must be updated through the blackberry desktop software

Phase 4
information gathering
(documentation everywhere)

Overview
Youll need a bunch of information to make sure that your Office 365 migration goes
smoothly. Youll gather this information in the spreadsheet that accompanied this
document, but this section is intended to help you gather and document the necessary
information. Below is an overview of the questions well be asking.

Devices
List of Desktops and Laptops
Youll need a list of every desktop and laptop along with the OS version and Office
version and configuration that updates have been installed.
List of Email Integrations
Youll need a list of every system you want to integrate with Office 365. This list will help
make sure that you have the time to make sure each device is compatible.
List of Mobile Devices
If you intend to configure your users mobile devices for them, it is a good idea to have a
list of all the devices you will be configuring, their OS version, etc.

Exchange Information
List of User Mailboxes
You need a list of every mailbox in your organization to ensure that everything is
provisioned properly.
List of Shared Mailboxes
You need a list of shared mailboxes (including resource mailboxes) used in your
organization and who has permissions to these mailboxes. Well cover what this is later
in the document.
List of Public Folders
Office 365 does not support public folders. If you currently use public folders in an onpremise Exchange environment, youll need a list of these folders so you can work to
convert them to a public mailbox or a SharePoint list.
List of Distribution Groups
You need a list of the Exchange distribution groups you want configured in your
organization and who should be a member of them. This is only needed for manual PST
migrations.

Server and DNS Information

Exchange Admin Credentials
If were performing an automated Exchange Migration, well need credentials for an AD
account.
Internal DNS Information
We need to know all of the domains youre hosting internally on your server.

DNS Credentials
Well need login information to your DNS provider.

Device Lists
Please see the accompanying spreadsheet for details about the device lists. Make sure
that the information in the sheets matches at least the minimum system requirements
outlined earlier in this document. It is your responsibility to ensure that your desktops are
ready for your organizations migration to Office 365.

Exchange Information
List of User Mailboxes
Well need a list of every user you wish to have a dedicated user mailbox. Users log into
these mailboxes with a username and password. They can be used in Outlook Web Access
or full Outlook and are accessible with mobile devices via Active Sync. Note that
passwords expire every 90 days, though this duration can be increased for your
organization as a whole.
Well ask you for the following information:

First & Last Name: These will form the users display name on emails and in lists.
Primary Email Address: All emails from this user will appear to come from this
email address. This address will also be the login name for the user.
Secondary Email Addresses: User mailboxes can have multiple secondary email
addresses. These allow you to receive email sent to other email addresses in your
mailbox. You cannot send from these addresses. This is useful when changing
addresses or when you want multiple versions of the same address
(sam@techimpact.org and samc@techimpact.org).
Should the User Be an Admin: Do you want the user to be an administrator?

List of Shared Mailboxes

Shared Mailboxes do not have a dedicated username and password. They are accessed as
secondary mailboxes in Outlook or from Outlook Web Access. Users can still send email
from these mailboxes. Shared mailboxes can also have calendars and contact lists. Shared
Mailboxes do not count towards your licenses and have a limit of 5GB. Well ask for the
following information:

Full Name: This is displayed in lists and on email from the mailbox.
Primary Email Address: All emails from this user will appear to come from this
email address. This address will also be the login name for the user.
Secondary Email Addresses: User mailboxes can have multiple secondary email
addresses. These allow you to receive email sent to other email addresses in your
mailbox. You cannot send from these addresses.
Full Access Permissions: Which users should have full access to this Mailbox.
Users with full access can also share particular folders (Contacts, Calendar, Inbox,
etc.) to users in your organization.
Send-As Permissions: Which users should be able to send email that appears to
come from this mailbox. Note that users must manually select the address in
Outlook and all sent mail will be placed in the users sent items rather than the
shared mailbox.

NOTE: If you are planning a SharePoint implementation you should hold off on
creating shared calendars and contact lists in Exchange. These can be better
managed through SharePoint.

List of Public Folders

If you have public folders in on-premise Exchange, we will need to convert them to either
Shared Mailboxes or SharePoint lists. Office 365 does not support Public Folders. By
providing this information to us we can work with you to define a plan for conversion.
For every public folder you have on-site please provide the following:

Folder Name: The name of the public folder (if you have a folder hierarchy with
the same type of items in every subfolder (calendar OR mail OR contacts, etc.) you
only need to list the top-level folder).
Content Type: Does the folder hold mail items, contacts, calendars, etc.
Primary Email Address: If the public folder is mail-enabled we need to know the
email address.
Users with Access: Who has access to this public folder?

List of Distribution Groups

NOTE: This list is only necessary for a manual (PST Import) migration.
Distribution groups allow multiple email addresses to receive emails sent to a single email
address. These are similar to email groups in outlook but can receive mail from anyone in
your organization or even external users.

Display Name: This is displayed in lists and on email from the distribution group.
Primary Email Address: Youll send email to this email address.
Externally Accessible: Do you want individuals outside of your organization to be
able to send email to this list?
Members: Which internal users and external email addresses do you want to
receive emails sent to this list?

Credentials
In order to get things up and running well need access to a couple of your systems.

Exchange Admin Credentials

NOTE: applies for organizations migrating from Microsoft Exchange only
You need a login to your local Exchange server that has full admin privileges to Exchange.
Typically, this means a user in the Domain Admins group. Well need:

Your internal domain name

The username
The password
Public Exchange FQDN (mail.techimpact.org)
Internal Mailbox Server FQDN (mbx1.techimpact.local)

Mail Provider Admin Credentials

You need a login for your organizations current email provider that has full admin
privileges.
If you are moving from a service other than Exchange you may want to consider using
MigrationWiz, a service that automates the transition for larger accounts. You will need the
username and password of all users in your current mail environment. These credentials
will be needed by MigrationWiz to move everyones historical mail.

Domain Name Server (DNS) Credentials

We also need login information for your DNS provider. DNS is a complicated technology
and it can be hard to make sure that we get the information we need. Your DNS provider is
what makes your website accessible it holds a dictionary that tells computers where they
can get your website.
There are three separate providers that help people get your website. Its possible that
you are paying three separate companies to do one of each of these services, or one
company to do them all:

Domain Registrar: Your domain registrar is who you purchased the domain itself
from ($10 or so a year). The domain registrar holds the domain for you and provides
a database of contact information for people wanting to ask you about the domain.
This is often a separate company from the DNS Provider and Web Hosting provider.
The domain registrar also holds the address of your name servers. These name
servers tell other computers who your DNS provider is. We dont need to edit these
settings.

DNS Provider: Your DNS provider actually stores all of the information about where
to find different services for your website. This is the service we need a
username and password for. The DNS provider is often, but not always, the same
as your web hosting provider.

Web Hosting Provider: Your web hosting

provider stores your actual website. We will
not be modifying your website or any
settings related to it, so we dont need this
username and password (unless the same
company is also your DNS provider).

Internal DNS Information

In order to ensure that your desktops are able to
easily connect to Office 365, we need to know all
of the domains you are hosting DNS information
for internally. This only applies if you have a server
on-premise.
To determine the domain names that you are
hosting internally you will need to connect to every
DNS server. These are typically the same servers
that serve as Active Directory servers.

Open DNS Management

From the Administrative
Tools portion of the control
panel open DNS.

27. View Forward Lookup Domains

Expand Forward Lookup
Zones and record all of the
domains under there.
(In this case
_msdcs.NPOWERPA.ORG
and NPOWERPA.org)

Phase 5
Migration, Device Configuration, and
Training
(its finally time)

Overview
Once weve gotten all the information we need from you, well start working on your
migration! Well send you more information when the time comes, but we want to set the
stage so you know whats coming. Migrations have several distinct stages, depending on
the type of migration:

Manual (PST Import) Migration

Used if you are transition from a Google, Yahoo, or similar email services

1 We Verify Your Information

We will look over the spreadsheet and checklist you sent us to make sure everything
is correct. Verify PSTs
You need to check each of your computers and ensure that all email has been
downloaded to a PST in Outlook 2010 or newer. There is no way to move email to
Office 365 that hasnt already been downloaded to a PST file.

28. We Configure Office 365

Well use the spreadsheet you provided to configure users, groups, external contacts,
and anything else in Office 365.

29. We Redirect New Mail to Office 365

Well make changes to your DNS provider to redirect new mail to Office 365 (MX
records). At the same time well add records to ensure that mail from Office 365 is not
marked as spam and that Outlook autoconfigure works for users outside of your
network. While were in there, well also set up records for Lync (if your DNS provider
supports these records).
At this time your users will start using Outlook Web Access in the new
environment to access their data. They will not be able to use Outlook or their
mobile devices until you have reconfigured them.

30. You Reconfigure Your On-Premise DNS

Depending on your server configuration, you may need to make changes to your onpremise DNS to allow Outlook autoconnect to function properly. The workshop leader
can explain more if necessary.

31. You Configure Your Desktops and Mobile Devices

Now that mail is flowing to Office 365 and autodiscover has been configured you can
start configuring your desktops and mobile devices for Office 365. We provide
instructions to configure desktops and mobile devices, but are not
responsible for configuration or for troubleshooting issues with your local
devices.

32. You Import Your Old PSTs

Now that your desktops are configured you can import your old PSTs into the new
Office 365 accounts. We provide instructions to import PST files, but are not
responsible for troubleshooting issues with your local devices. PST migrations
can take long periods of time and may impact your organizations internet connection
for the duration.

Automated (Exchange) Migration

If you have an on-premise server with Exchange we typically perform an automated
Exchange migration.

1 We Verify Your Information

We will look over the spreadsheet and checklist you sent us to make sure
everything is correct.

33. We Start the Data Migration

Well connect Office 365 to your on-premise Exchange server to start a mail
migration. This mail migration takes from between a few days to a few weeks
depending on the amount of data and the speed of your internet connection. Your
organizations internet connection may be impacted during this time. After
the initial migration completes, a delta migration will run every day to pull over
mail that has been received or sent since the initial migration. This migration will
continue for several days after we redirect new mail to Office 365 to ensure that
everything is moved over.
Public folders work differently. Youll export these to PST so we can manually import
then into Office 365.

34. We Redirect New Mail to Office 365

Well make changes to your DNS provider to redirect new mail to Office 365 (MX
records). At the same time, well add records to ensure that mail from Office 365 is
not marked as spam and that Outlook autoconfigure works for users outside of your
network. While were in there, well also set up records for Lync (if your DNS
provider supports these records).
At this time your users will start using Outlook Web Access in the new
environment to access their data. They will not be able to use Outlook or their
mobile devices until you have reconfigured them.

35. You Reconfigure Your On-Premise DNS & Server

Depending on your server configuration, you may need to make changes to your
on-premise DNS to allow Outlook autoconnect to function properly. Similar changes
may need to be made to your Active Directory environment in Small Business
Server or Exchange 2007 and newer environments.

36. You Configure Your Desktops and Mobile Devices

Now that mail is flowing to Office 365, and autodiscover has been configured, you
can start configuring your desktops and mobile devices for Office 365. We provide
instructions to configure desktops and mobile devices, but are not
responsible for configuration or for troubleshooting issues with your local
devices.

37. We Provide Training to You and Your Users

About a week after your users desktops and mobile devices are configured well
provide them with training on Office 365 and you with Administrator Training.

38. You Decommission Your Old Server

Once everything is configured you can decommission your old Exchange server

Phase 6
communicating with users
(helping everyone feel comfortable)

Overview
User communication is critical in any migration. This section provides you with guidelines
and templates to ensure your users understand exactly what is going on. We suggest you:

Notify users 1 week before the migration with an outline of the process and lines of
communication.

Provide them with a copy of our setup / Outlook Web Access guide and inform them
of our documentation portal to help them through the transition.

Setting Expectations
Setting user expectations is key in a successful Office 365 project. Be sure to send the
email in the following section with enough time for your users to ask questions and include
your users in the decision making and scheduling process.
Above all, let your users know that there will likely be some small problems, but that the
migration will dramatically help your organization in the long term. Make sure they know
how to contact you, and that they trust that issues will be resolved quickly.

User Notification
We recommend that you inform users of the upcoming transition at least one week
beforehand. Below is a template you can modify and copy/paste into a staff-wide email.
Please be sure that users understand that you are the first contact in the event of an
issue. You should then feel free to contact us if you need help resolving the issue.

Hello Everyone,
Please be sure to carefully and fully read this email. Most of your concerns are addressed here, but
this process is somewhat complicated. A careful reading should ensure that this transition has the
smallest possible impact on your work.

Overview
As you know, we will soon be migrating our collaboration platform email, calendars, contacts, tasks, etc
to Office 365. This migration will ensure that you have access to your information from anywhere and in
any situation even if something happens to our building. Moving to Office 365 will also reduce our costs
and help us focus on our mission.
On <insert go-live date here> you will begin to use Outlook Web Access in Office 365. At this time
new email will only appear in Outlook Web Access. You can continue to use your local Outlook to
view old email, but it is important that you do not send mail from this account.
On this day we will be around to reconfigure Outlook on your local machine. At this time, well start
importing your old email into your new Office 365 account. You should be able to view both your old email
and new email in Outlook within a few minutes. It may take several days before all of your old mail is
accessible in Outlook Web Access.
Once Outlook has been set up youll need to re-share your calendar, set up your signatures, and customize
Outlook again to your satisfaction.

Using Outlook Web Access

Attached youll find a document providing detailed instructions on accessing and using Outlook Web
Access. Outlook Web Access has come a long way and should meet your needs until we can configure
Outlook on your computer.
To access Outlook Web Access youll need to navigate to https://portal.microsoftonline.com and log in with
the information below.

Username: your full email address

Password: @password1 (unless we have specifically given you a different password)

Instructions for using Outlook Web Access can be found in the attached user guide.
Changing Your Password

Please do not change your password until your desktop is configured. If you need your password changed,
you need to talk to me, and Ill need to record it so that Outlook can be configured for you.
Configuration
Well be around to configure your desktop <insert estimated date/time>, but you can do it yourself now
and configure your mobile devices using the instructions attached.
Once Outlook has been configured youll need to set a few things back up:

Re-share your calendar and contact list (see attached documentation)

Reconfigure your email signatures
Reattach your Archive folders (see attached documentation)

Autocomplete
If you are currently using Autocomplete as an address book to store the email addresses you frequently use
please note that Microsoft does not provide a way to migrate this list. You will lose your autocomplete
list after the migration. Please save any email addresses you need in your autocomplete list to your contact
list so they will be transferred during the migration.

Documentation
We have also provided you with documentation for your users in the form of the Office 365
Go-Live User Guide. This docum This documentation is courtesty of Tech Impact, This
documentation is courtesty of Tech Impact, who also provide consulting services if you
need more support. This documentation is courtesy of Tech Impact, who also provide
consulting services if you need more support.
This document outlines:

Accessing the portal

Changing your password
Using Outlook Web Access
o Sharing calendars
o Viewing others calendars
Configuring Outlook
Configuring Mobile Devices

In addition to this PDF document we have a rich web portal with Office 365
documentation. This portal can be reached at the URL below:

portal.techimpact.org
username: client
password: support

We are updating this portal all the time. Please let us know if there is anything youd like
to see added to the portal or to the documentation.

Phase 7
go-live & server reconfiguration
(the technical stuff)

Overview
When the day comes, we need to make some technical changes to make sure that (a) mail
flows to Office 365 instead of your on-premise server and (b) outlook can find Office 365
for an automated configuration. To do this two things need to happen:

You'll update your external Domain Name Server (DNS) records

Youll update your server DNS records

Youll need to make some of these changes yourself. The rest of this section outlines how
to make the changes.

About DNS
DNS changes can take up to 48 hours to propagate, although changes typically take no
more than a couple hours. This means that it can take up to 48 hours for Outlook and Lync
on every computer to connect to Office 365 and for all incoming email to go directly to
Office 365.
We address this issue by making the DNS changes the night before your go-live. This
typically allows enough time for changes to fully propagate. By the time your users come
in the next morning all new mail should be going to Office 365. Just in case some 3 rd party
services have not updated their records, and are sending to your old server, we will
perform delta syncs for up to 2 days after the go-live. This ensures that all new mail ends
up in Office 365.

External DNS Records

On the day and time of your go-live you'llll make some changes to your DNS provider.
These changes will:

Ensure incoming email goes to Office 365 (mx records)

Ensure outgoing email isnt marked as spam (SPF record)
Configure autodiscover so that users can auto-configure outlook (autodiscover
CNAME record)
Add records to allow Lync to communicate with Office 365 (lync CNAME and SPF
records)

Incoming Email (MX record)

In order to allow email to flow to Office 365 well update your MX records. These records
allow the servers of the people you correspond with to find Office 365.
Record Type
MX

Host
@

Points to
<domainkey>.mail.protection.outlo
ok.com

Priority
10

TTL
1 hour

Anti-spam (SPF record)

To ensure that 3rd party services, and the individuals you correspond with, dont mark your
outgoing email as spam well add an SPF record. This record lets these servers know that
Office 365 is authorized to send email for your domain.
Record Type
TXT (Text)

Host
@

TXT Value
v=spf1
include:spf.protection.outloo
k.com -all

TTL
1 hour

Autodiscover (CNAME record)

Well also add an autodiscover record to allow Microsoft Outlook to automatically configure
itself for Office 365. This means that your users just need their email address and
password to set up Outlook and configure their mobile phones for Office 365.
Record Type
CNAME (Alias)

Host
autodiscover

CNAME (Alias)

msoid

Points to
autodiscover.outlook.c
om
clientconfig.microsofto
nline-p.net

TTL
1 hour
1 hour

Lync (CNAME and SPF records)

Lync (an instant messaging and real-time collaboration tool included with your Office 365
subscription) requires certain records in order to authenticate properly. Well add these

records (two CNAME and two SRV records) when we make these other changes to your
DNS.
Record Type
CNAME (Alias)

Host
sip

CNAME (Alias)

lyncdiscover

Recor
d
Type
SRV
(Servic
e)
SRV
(Servic
e)

Points
sipdir.online.lync.co
m
webdir.online.lync.c
om

TTL
1 hour
1 hour

Nam
e

Target

Proto
col

Service

Priori
ty

Weig
ht

Por
t

TTL

sipdir.online.lync.
com

_tls

_sip

100

443

sipfed.online.lync.
com

_tcp

_sipfederatio
ntls

100

506
1

1
hou
r
1
hou
r

Internal DNS Server

The changes we make to your external DNS records are used for computers outside of
your physical network. For a few organizations, the same changes also need to be made to
your internal DNS servers.
In the information gathering phase you listed all of the domains you are hosting internally
on your servers. If any of these domains match the domains your using for any of your
email addresses, youll need to make changes to your internal DNS. (i.e. you are hosting
techimpact.org internally and you have email addresses @techimpact.org).
Note that youll only need to add the autodiscover and Lync records. The MX and SPF
records wont apply within your network.

Adding Autodiscover Record

1

Open DNS Management

From the Administrative
Tools portion of the control
panel open DNS.

39. View Forward Lookup Domains

Expand Forward Lookup
Zones and identify each
domain that matches your
email addresses.
Note: The entire domain
must match your email
address. In this case if
our email addresses
were @npowerpa.org we
wouldnt modify the
_msdcs.npowerpa.org
domain, just the
npowerpa.org domain).

40. Add a CNAME record

Right click on the domain
and select New Alias
(CNAME)

41. Add new record

Type in autodiscover in
the Alias name and
autodiscover.outlook.com
in the FQDN for target host
field.

42. Repeat for all other domains

Repeat for any other
domains you are hosting
that match one or more of
your email addresses.

Adding Lync Records

Lync is more complicated. Well be adding 4 new records:
Record Type
CNAME (Alias)

Host
sip

CNAME (Alias)

lyncdiscover

Recor
d
Type
SRV
(Servic
e)
SRV
(Servic
e)

Points
sipdir.online.lync.co
m
webdir.online.lync.c
om

TTL
1 hour
1 hour

Nam
e

Target

Proto
col

Service

Priori
ty

Weig
ht

Por
t

TTL

sipdir.online.lync.
com

_tls

_sip

100

443

sipfed.online.lync.
com

_tcp

_sipfederatio
ntls

100

506
1

1
hou
r
1
hou
r

Adding CNAME Records

Add a CNAME record

Right click on the domain
and select New Alias
(CNAME). Do this twice
and make sure that the
screens match the following
two steps.

43. Add SIP Record

Type in sip in the Alias
name and
sip.online.lync.com in the
FQDN for target host field.

44. Add lyncdiscover record

Type in lyncdiscover in
the Alias name and
webdir.online.lync.com in
the FQDN for target host
field.

Adding SRV Records

Add a SRV record (part 1)

Right click on the domain
and select Other New
Records Do this twice
and make sure that the
screens match the next
steps.

Add a SRV record (part 2)

Scroll down the list and
select Service Location
(SRV) and click Create
Record

45. Add sipdir Record

Add a new SRV record that
matches the entry on the
left.

46. Add sipfed Record

Add a new SRV record that
matches the entry on the
left.

Phase 8
outlook and mobile device
configuration
(getting everything connected)

Overview
Youll need to configure Outlook and Mobile Devices for your users. You should have
already verified that all of your devices are compatible and updated. The instructions for
configuring these devices are included in the end-user go-live guide, but we have also
included those instructions here to make things easy.

Export the Mailbox

To preserve the mail, events, contacts, etc. from the old email account, you will need to
export it to a .pst file. After exporting, you will set up the new Office 365 email account
as a new profile for Outlook to use. Then you will import the .pst file into the new profile,
effectively transferring the old mail, events, contacts, etc. into the Office 365 account.

1 Open Outlook On the Desktop

1. Select User

2. Export .pst File

Click the File menu, click on Open &

Export, and click Other Users Folder.

To select a user, you can either just enter

their name in the first screen, or click
Name to view your organizations entire
directory.
Select the terminated users account and
click OK.
The mailbox will appear in the left menu of
Outlook.

Click the File menu, click on Open &

Export, and click Import/Export.

3. Export .pst File

4. Export .pst File

5. Export .pst File

Select Export to a file and click Next.

Select Outlook Data File (.pst) and click

Next.

Select the mailbox you would like to export

from.
Make sure to check Include subfolders,
then click Next.

6. Export .pst File

7. Export .pst File

1 Export .pst File

Select the location you would like to export

the file to. We recommend exporting to
your desktop so the file can be found
easily. We also recommend naming the file
whatever the date is the day you are
exporting it. This way you know when the
data file is from.

You will have the option to set a password

for the file. This is only necessary if there is
sensitive information in the emails of the
terminated user.

8.
9. If all goes well, you will see a file on your
desktop like the one pictured.

10.Configuring Outlook
11.Office 365 supports both Outlook 2010 and Outlook 2013.

12. Open The Windows Control

Panel

14.Open up the Windows control

panel (Start > Control Panel).
NOTE: Your screen may look
different depending on the
version of Windows you use.

13.

47. 15.

Change View to Icons

16.

48. 20.

17.In Windows 7 and Vista use the

"View by:" drop down to change
to the Icon view.
18.
19.In Windows XP use the "Switch to
Classic View" button in the left of
the window.

Open the Mail Control Panel

22.Open the "Mail" control panel.

21.

49. 23. Open Profiles

24.Click "Show Profiles..."

50. 25.
26.

Add a New Profile

27.Click "Add..." to create a new
profile. Name the profile "Office
365."
28.
29.Click "OK".

51. 30.

Enter your E-Mail Address

31.

52. 33.

32.Enter your e-mail address and

click "Next".

Enter Your Password

35.If prompted, enter your
password, check the "Remember
my credentials" box, and click
"OK".

34.

53. 36.

Click Finish
38.Click Finish.

37.

54. 39.

Change Default Profile

41.From the "Always use this profile
drop down select "Office 365".

40.

55. 42.

Complete The Setup

44.Click "OK".

43.

45.Importing the Old PST

46.All of your users old email is stored in the PST file you exported to the desktop in the
last section. This PST must be imported into Outlook in order to move the mail to Office
365. The import process can take days and has two steps:

You import the mail into Outlook, which can take a few hours
Once the mail has been imported into Outlook it is automatically pushed up to
Office 365. This can take a few days but should not require any work on your part.

47.

Open File Import

49.From the File menu
select Open and then
select Import.
50.
51.NOTE: In office 2013
these menus read Open
& Export and
Import/Export.

48.
52.

Import from another program or file

54.Select Import from
another program or file
from the list and click
Next.

53.

55.

Select Outlook Data File (.pst)

57.Select Outlook Data File
(.pst) from the list and
click Next.

56.
58.

Select the PST

60.

Open your Outlook

PST.
61.
62.
The PST should be
on your desktop.
63.
64.

59.

56. 65.
66.

70.

Import into Same Folder

67.Select the root of the
archive folder, make
sure subfolders are
included, and then
select the radial to
import items into the
same folder in their
Office 365 profile.
68.
69.
Click "Finish".

71.Managing Archive Folders

72.Some of your users may currently have Archive folders. These folders are visible in
Outlook and contain old mail for the account. However, the data is actually stored on
the users local computer and not on your server, therefore it was not migrated. You
have two options when dealing with Archive folders:
1. You can attach the existing Archive folder to the new Outlook profile so that users
have access the same way they did before. In this scenario the Archive folder
remains on the users desktop and will be lost if the computer crashes.
2. You can also import the PST into the users Office 365 profile. Because of the large
mailbox size available to your users 50 GB this may be the best option. However,
searching very large mailboxes can be slow, and if the data isnt mission-critical this
may not be the best option.

73.
1

Attaching the Archive Folder

74.

Open File Export

76.From the File menu
select Open and then
select Open Outlook
Data File.

75.

57. 77.

Open the PST

78.

82.

Importing the Archive Folder

79.Open your archive PST.

80.
81.
The default
location is hidden and
can only be reached
by typing in the path
manually:
%USERPROFILE
%\AppData\Local\Micr
osoft\Outlook

83.

Create a New Folder

85.Right click on your Office
365 profile in Outlook
and click "New Folder..."

84.
5
87.Name the folder
Archived Items.

86.
88.

Select the new folder

90.Make sure the folder is
selected on the left hand
side.

89.
91.

Open File Import

93.From the File menu
select Open and then
select Import.
94.
95.NOTE: In office 2013
these menus read Open
& Export and
Import/Export.

92.

58. 96.

Import from another program or file

98.
Select Import from
another program or file
from the list and click
Next.

97.

59. 99.

Select Outlook Data File (.pst)

101. Select Outlook Data
File (.pst) from the list
and click Next.

100.
60. 102. Select the Public Folder
104. Open your archive
PST.
105.
106. If not already
selected the default
location is hidden and
can only be reached
by typing in the path
manually:
%USERPROFILE
%\AppData\Local\Micr
osoft\Outlook

103.

61. 107. Create a New PST

109.

Select the root of the

archive folder, make
sure subfolders are
included, and then
select the radial to
import items into the
current folder.
110.
111. Click "Finish".

108.
112.

113.

Configuring Your Mobile Device

114. You can use Office 365 with any device that supports Microsoft ActiveSync. Youll
need to check with your device manufacturer to confirm support. Note that different
wireless providers have different versions of the same hardware.
115. In general, any iOS device and most Android devices support Microsoft Active Sync.
Blackberry devices do not, but npCloud can configure BlackBerry specific services.
Contact us directly for information regarding BlackBerry devices.
116. Because of the vast array of hardware in the marketplace we cannot
provide detailed instructions for all devices. However, Microsoft provides
instructions for many mobile devices. You can find these instructions at the
following location. Use the Set up Exchange ActiveSync instructions for
your device.
http://help.outlook.com/en-us/140/dd936215.aspx
117.

In General, use the following settings when configuring your mobile device:
Server: m.outlook.com
Username: your full email address (sam@npcloud.org).
o

NOTE: If this does not work try <yourdomain>\<youraddress> (ex:

npcloud.org\sam@npcloud.org)

Password: Your Office 365 password

Use SSL Encryption: Yes

118. Phase 9
integration configuration
119.

(this is why we give you homework)

120.

Overview

Configuring integrations is complicated and requires making changes both to Office 365,
and to the device or software you are attempting to integrate. The reason is spam
protection Microsoft wants to make sure that no one is sending spam through their
servers.

You have two options when configuring email integrations:

Direct Delivery allows you to send email to your own users who have mailboxes
hosted on Office 365. This option does not require authentication since Office 365 is
used to receiving unauthenticated email from the internet destined for users it
hosts. However, you cannot send email to anyone not in your organization with a
mailbox in Office 365 using this method.

Authenticated Relay allows you to send email to your own users or to anyone on
the internet. This option requires authenticiation and encryption. All email must be
sent with a from address that matches the account youre authenticating as.

In both cases you are limited in the quantity and size of the emails you send. You can send
messages up to 25MB in size to up to 500 recipients with a maximum send rate of 30
messages per minute. For more information about Office 365 message limits please refer
to this article: https://technet.microsoft.com/en-us/library/exchange-onlinelimits.aspx#MessageLimits.
In the following sections well outline configuring each of these options. We do not
provide support for configuring integrations not specifically discussed in your
scope of work.

121.

Direct Delivery

122. Direct delivery of email is the same method anyone on the internet uses when they
want to send your users email. With direct delivery you do not need to authenticate
against Office 365. Most integrations are compatible with this method. Configuring a
direct delivery integration requires the following steps:
1.
2.
3.
4.

Identify the integrations external IP address

Identify your Office 365 SMTP server
Add a Whitelist Exception for your integrations external IP address
Configure your integration

123. Identify the integrations external IP address

124. NOTE: These instructions are not foolproof. If your integration has a
different external IP address than the rest of the devices on your network
you will need to ask your system administrator for the address.
125. NOTE: This address may change regularly depending on the service you
have from your internet service provider. If you have a Dynamic IP address,
rather than a Static IP address, you may need to perform these steps
regularly.

126. Get your IP Address

127.

128.

Navigate in a browser
on a computer on the
same network as the
integration to:
129.
130. http://www.whatsmyi
p.org
131.
132. Write down the IP
address (in this case
142.255.70.46)

133. Identify your Office 365 SMTP server

134. Note: The IP address obtained in these steps will change regularly. Old IP
addresses may stop working without notice.

135. Navigate to MX Toolbox

136.
138.

137. Navigate to:

http://mxtoolbox.com
139.

62. 140. Perform an MX Lookup

141.

142. Type in your primary email

domain and click MX Lookup.

63. 143. Open the Mail Control Panel

144.

145. Write down the Hostname and

IP Address. Use this information
in the next step Configure Your
Integration.

146. Configure Your Integration

147. Unfortunately we cannot provide you with instructions to configure your integration
due to the vast array of devices available. However, the following general settings
should work for most devices:

SMTP Server: Use the Hostname you gathered from MX toolbox (only use the IP
address if your device doesnt accept host names)
SMTP Authentication: None
SMTP Port: 25
SMTP Encryption: None

148. Add Whitelist Exception

149. Open The Exchange Admin Center

151.

Log into Office 365

as an administrator
and open up the
Exchange
administration tab
from the Admin
dropdown.

150.

64. 152. Edit the Default connection filter

154.

Select protection
on the left and then
select the connection
filter tab.
155.
156. Make sure the
Default policy is
selected and then
click the edit button.

153.

65. 157. Open connection filtering

159. Click the
connection filtering
link on the left.

158.
66. 160.

Add your external IP address

161.

Click the + button

under IP Allow List
and add your external
IP address.
162.
163. Click OK and
then Save to save
the changes.

164.

Relay Delivery

165. Relay delivery of email relies on telling Office 365 you are an authorized user of the
service who should be allowed to send email to external participants. Because this
requires authenticating and using email encryption, many integrations are not
compatible. Configuring a relay delivery integration requires the following steps:
1. Create a new user for use with your integration
2. Determine the users SMTP server settings
3. Configure your integration

166. Create a new user

167. NOTE: It is possible to use an existing user. However, password changes or
expiration will cause your integration to stop working. Also, message limits
may be hit more frequently since both the user and the integration will be
utilizing the account.

168. Open the Office 365 Admin Center

170.

Log into Office 365 as

an administrator and
select Office 365 from
the Admin dropdown.

169.

10 171. Add a new user

172.

173.

On the left hand side

select active users
under the "users"
section, and then click
the + button.

11 174. Create the User

176.

Create the user

normally.
177. Note: this user
only needs a license
for Exchange.

175.
12 178. Turn off password expiration for the
user
179.

13 181. Change the Users Password

182.

180. By default user

passwords expire
regularly. You can
change this for your
whole organization, or
you can use PowerShell
to disable password
expiration for just this
one user.

183. Log in as the user

with the temporary
password and set a
permanent password for
the user.
184.
185. Write down the
username and
password somewhere
safe.

186.

187. Gather the Users SMTP Settings

188. NOTE: This information may change. Repeat these steps if the integration
stops working after verifying that the password has not changed.

14 189. Open Users Outlook Web

Access
190.

191.

Log into the Office 365 portal

as your new user and open
Outlook Web Access.
192.

67. 193. Open OWA Options

195. While in Outlook Web Access
click the gear icon in the upper
right and then select Options.

194.

68. 196. View POP and IMAP settings

197.

198. Scroll down in the account

section and click Settings for
POP or IMAP access

69. 199. Record SMTP Settings

200.

201.

Write down the SMTP settings

from the resulting screen.

202.
203. Configure Your Integration
204. Unfortunately we cannot provide you with instructions to configure your integration
due to the vast array of devices available. However, the following general settings
should work for most devices:

SMTP Server: Use the SMTP server name you gathered above
SMTP Authentication: Yes
SMTP Username: full email address of your new user
SMTP Password: new password for that user
SMTP Port: 587
SMTP Encryption: TLS (sometimes called SSL)
From Address must be the same as the full email address of your new user
or mail delivery will not work.

Phase 10
training
(were almost done)

Overview
Were almost done! All thats left is migrating your public folders and
providing you and your users with training.

Migrating Public Folders

Now that things have settled down a little well import the PSTs you provided
us into your new public folders. Your users will use the Open another users
Calendar and Open another users contacts functionality outlined in the
Go-Live users guide.

User Training
When youre ready well schedule user training. The training will cover Office 365
specific functionality, including:

Accessing the Portal

Changing your password
Outlook Web Access functionality
Common questions about Outlook and Mobile Devices

Admin Training
Well also provide you with admin training. This training covers the basics of
managing your users, including:

Adding and removing users

Resetting passwords
Managing Exchange Information including email addresses
Creating shared mailboxes, distribution groups, and external contacts