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Appendix B Deployment Planning Template
Applies to: Office 365 Deployment Guide for Enterprises
Topic Last Modified: 2012-03-19
Table 22 provides a high-level planning template for Office 365 for enterprises deployments. The sequence of tasks and events describe the typical workflow for deployments and serve as a guide for an orderly and efficient rollout of Office 365.
Key stakeholders in your organization should feel free to modify this template and workflow to meet your needs and requirements.
Table 22. Office 365 for Enterprises Deployment Template
| Deployment Tasks /Events | Start Date | Finish Date | Resources | Dependencies |
| 1. PLAN PHASE | ||||
| Hold project kickoff meeting |
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| Build risk and issue tracking system |
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| Develop migration strategy |
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| Identify mailbox size and item counts |
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| Plan for mail-enabled applications |
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| Identify options for user identity and account provisioning |
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| Identify Active Directory preparation and remediation requirements |
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| Identify your email coexistence strategy |
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| Identify current network links, user concentration, and current utilization |
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| Identify on-premises infrastructure server requirements |
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| Identify the operating systems and client applications |
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| Identify the mobile platform that your organization will use |
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| Develop an end user and administrator training schedule and delivery mechanism |
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| 2. PREPARE PHASE | ||||
| Add and verify your domain name with Office 365 |
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| Prepare your on-premises Active Directory for directory synchronization |
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| Enable single sign-on |
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| Install the Directory Synchronization Tool and perform synchronization |
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| Configure email coexistence |
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| Configure Lync Online |
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| Configure SharePoint Online |
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| Deploy client applications and the Office 365 desktop setup |
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| Perform mailbox size reduction |
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| Prepare customer service desk |
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| Test and validate email migration and coexistence |
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| Complete the migration groups and migration schedule | ||||
| Add and verify your domain name with Office 365 |
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| 3. MIGRATION PHASE | ||||
| Assign licenses to users |
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| Issue final communications to end users |
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| Migrate mailbox data |
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| Migrate existing collaboration documents |
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| Change DNS records |
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| Configure mobile phones and devices for Office 365 |
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| Perform post-migration service testing |
