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Deployment planning checklist for Office 365

 

Applies to: Office 365 Enterprise

Topic Last Modified: 2014-03-10

Summary: Provides a checklist you can use for your Office 365 enterprise deployment.

The following table 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.

Office 365 for Enterprises Deployment Template

 

Deployment Tasks /Events

Start Date

Finish Date

Resources

Dependencies

1. PLAN PHASE

Hold project kickoff meeting

 

 

 

 

Build risk and issue tracking system

 

 

 

 

Develop migration strategy

 

 

 

 

Identify mailbox size and item counts

 

 

 

 

Plan for mail-enabled applications

 

 

 

 

Identify options for user identity and account provisioning

 

 

 

 

Identify Active Directory preparation and remediation requirements

 

 

 

 

Identify your email coexistence strategy

 

 

 

 

Identify current network links, user concentration, and current utilization

 

 

 

 

Identify on-premises infrastructure server requirements

 

 

 

 

Identify the operating systems and client applications

 

 

 

 

Identify the mobile platform that your organization will use

 

 

 

 

Develop an end user and administrator training schedule and delivery mechanism

 

 

 

 

2. PREPARE PHASE

Add and verify your domain name with Office 365

 

 

 

 

Prepare your on-premises Active Directory for directory synchronization

 

 

 

 

Enable single sign-on

 

 

 

 

Install the Directory Synchronization Tool and perform synchronization

 

 

 

 

Configure email coexistence

 

 

 

 

Configure Lync Online

 

 

 

 

Configure SharePoint Online

 

 

 

 

Deploy client applications and the Office 365 desktop setup

 

 

 

 

Perform mailbox size reduction

 

 

 

 

Prepare customer service desk

 

 

 

 

Test and validate email migration and coexistence

 

 

 

 

Complete the migration groups and migration schedule

3. MIGRATION PHASE

Assign licenses to users

 

 

 

 

Issue final communications to end users

 

 

 

 

Migrate mailbox data

 

 

 

 

Migrate existing collaboration documents

 

 

 

 

Change DNS records

 

 

 

 

Configure mobile phones and devices for Office 365

 

 

 

 

Perform post-migration service testing

 
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