Prepare an Office 365 deployment
Applies to: Office 365 Enterprise
Topic Last Modified: 2013-08-23
Summary: Lists the key activities for preparing your environment for an Office 365 deployment.
In the Prepare phase of your deployment project, you will begin to take steps to configure your organization’s environment for integration with the Office 365 environment.
The following figure illustrates the high-level sequence of tasks that you will carry out during this phase to set up Exchange hybrid deployment.
High-level tasks for Exchange hybrid deployment
The following are the key deployment tasks and events that your carry out in the Prepare phase:
Add and verify your domain name with Office 365. You must add your domain to Office 365 and then create the DNS records to configure your company domain name for use with Office 365 services.
Prepare your on-premises Active Directory for directory synchronization. Successful directory synchronization between your on-premises Active Directory environment directory and Office 365 requires that your on-premises directory objects and attributes are properly prepared.
Enable single sign-on (single sign-on). To enable single sign-on, you must deploy and configure Active Directory Federation Services servers on-premises.
Install the Directory Synchronization Tool and perform synchronization. Directory synchronization enables you to provision user accounts for an Exchange hybrid deployment and simple coexistence, and is mandatory for single sign-on.
Configure email coexistence. You install and configure an Exchange 2010 hybrid server on-premises to enable communication between your existing Exchange servers and Exchange Online.
Configure Lync Online. You optimize your network for Lync conferencing, configuring domain federation and public IM connectivity settings.
Configure SharePoint Online. You prepare for deployment of any custom SharePoint solutions and migration of existing SharePoint content.
Deploy client applications and the Office 365 desktop setup. A hybrid deployment requires that rich client applications are deployed and installed on users’ PCs. The Office 365 desktop setup is deployed to ensure that client applications are properly updated and configured for Office 365.
Perform mailbox size reduction. To improve migration velocity of mailbox content, you may need to reduce the size of user mailboxes.
Prepare customer service desk. Your service desk must be trained to support Office 365 service offerings.
Test and validate email migration and coexistence. Prior to velocity migrations, you set up test user accounts to validate that migration processes and that the Exchange hybrid deployment are functioning properly.
Complete the migration groups and migration schedule. Finalize the groups of users, resources, and shared mailboxes that will be moved at each migration window.