Onboarding and Migration Phases

 

Topic Last Modified: 2018-04-10

Office 365 onboarding has four primary phases—Initiate, Assess, Remediate, and Enable. You can follow these phases with an optional data migration phase as shown in the following figure.

Phases of the Onboarding benefit

For detailed tasks for each phase, see FastTrack Responsibilities and Your Responsibilities.

After you purchase the appropriate number and types of licenses, follow the guidance from the purchase confirmation email to associate the licenses to your existing or new tenant.

  • You can get help through the Office 365 admin center or the FastTrack site. To get help through the Office 365 admin center, your admin signs into the admin center and then clicks the Need help? widget. To get help through the FastTrack site, sign in, click Services, and complete the Request Assistance for Office 365 form.

    NoteNote:
    If you have a partner listed in your Office 365 tenant, you won’t see this option. Please consult your partner for assistance.
  • Partners can also get help through the FastTrack site on behalf of a customer. To do so, the partner signs in to the site, selects the customer record, clicks Services, and completes the Request Assistance for Office 365 form.

  • You can also ask for FastTrack Center help from the FastTrack site in the list of available services for your tenant.

During this phase, we discuss the onboarding process, verify your data, and set up a kickoff meeting.

This includes working with you to understand how you intend to use the service and your organization’s goals and plans to drive service usage.

Onboarding steps during the Initiate phase

Your FastTrack Manager conducts an interactive success planning call with you and your adoption team. This introduces you to the capabilities of the eligible services you purchased, the key foundations you need for success, the methodology for driving usage of the service, and scenarios you can use to get value from the services. We assist you in success planning and provide feedback on key areas (as needed).

FastTrack Specialists work with you to assess your source environment and the requirements. We run tools to gather data and guide you through estimating bandwidth requirements and assessing your internet browsers, client operating systems, Domain Name System (DNS), network, infrastructure, and identity system to determine if any changes are required for onboarding.

Based on your current setup, we provide a remediation plan that brings your source environment up to the minimum requirements for successful onboarding to Office 365 and, if needed, for successful mailbox and/or data migration. We provide a set of suggested activities to increase end user value and adoption. We also set up appropriate checkpoint calls for the Remediate phase.

Onboarding steps for the Assess phase

You do the remediation tasks based on your source environment so that you meet the requirements for onboarding, adopting, and migrating each service as needed.

Onboarding steps during the Remediate phase

We also provide a set of suggested activities to increase end user value and adoption. Before beginning the Enable phase, we jointly verify the outcomes of the remediation activities to make sure you’re ready to proceed.

During this phase, your FastTrack Manager works with you on success planning, guiding you to the right resources and best practices to provide guidance for you to make the service available to your organization and drive usage across the services.

When all remediation activities are complete, the focus shifts to configuring the core infrastructure for service consumption, provisioning Office 365, and conducting the activities to drive service adoption.

Core onboarding involves service provisioning and tenant and identity integration. It also includes steps for providing a foundation for onboarding services like Exchange Online, SharePoint Online, and Skype for Business Online. You and your FastTrack Manager continue to have success planning checkpoint meetings to evaluate progress against your goals and determine what further assistance you need.

Core onboarding steps during the Enable phase_1

Core onboarding steps during the Enable phase_2

NoteNote:
WAP stands for Web Application Proxy. SSL stands for Secure Sockets Layer. SDS stands for School Data Sync. For more information on SDS, see Welcome to Microsoft School Data Sync.

Onboarding for one or more eligible services can begin once core onboarding is finished.

For Exchange Online, we guide you through the process to get your organization ready to use email. The exact steps, depending on your source environment and your email migration plans, can include providing guidance for:

  • Setting up Exchange Online Protection (EOP) features for all mail-enabled domains validated in Office 365.

    NoteNote:
    Your mail exchange (MX) records must point to Office 365.
  • Setting up the Exchange Online Advanced Threat Protection (ATP) feature if it’s part of your subscription service once your MX records point to Office 365. This feature is configured as part of the Exchange Online Protection antimalware settings.

  • Configuring firewall ports.

  • Setting up DNS, including the required Autodiscover, sender policy framework (SPF), and MX records (as needed).

  • Setting up email flow between your source messaging environment and Exchange Online (as needed).

  • Undertaking mail migration from your source messaging environment to Office 365.

    NoteNote:
    For more information on mail and data migration, see Data Migration.

Exchange onboarding steps during the Enable phase

For SharePoint Online and OneDrive for Business, we provide guidance for:

  • Setting up DNS.

  • Configuring firewall ports.

  • Provisioning users and licenses.

  • Configuring SharePoint Hybrid features, like hybrid search, hybrid sites, hybrid taxonomy, content types, hybrid self-service site creation (SharePoint Server 2013 only), extended app launcher, hybrid OneDrive for Business, and extranet sites.

FastTrack Specialists provide guidance on data migration to Office 365 by using a combination of tools and documentation and by performing configuration tasks where applicable and feasible.

SharePoint and Skype for Business onboarding steps

For OneDrive for Business, the steps depend on if you’re currently using SharePoint, and if so, which version.

OneDrive onboarding steps during the Enable phase

For Skype for Business Online, we provide guidance for:

  • Configuring firewall ports.

  • Setting up DNS.

  • Creating accounts for any room system devices.

  • Deploying a supported Skype for Business Online client.

  • Establishing split domain server configuration between your on-premises Lync 2010, Lync 2013, or Skype for Business 2015 server environment and Skype for Business Online tenant (if applicable), Calling Plans, Skype Meeting Broadcast, and Phone System and Calling Plans (in available markets).

Lync onboarding steps during the Enable phase_1

Skype for Business onboarding steps during the Enable phase_2

For Microsoft Teams, we provide guidance for:

  • Confirming minimum requirements.

  • Configuring firewall ports.

  • Setting up DNS.

  • Confirming Microsoft Teams is enabled on your Office 365 tenant.

  • Enabling or disabling user licenses.

FastTrack Microsoft Teams diagram (Enable phase)

For Power BI, we provide guidance for:

  • Assigning Power BI licenses.

  • Deploying the Power BI Desktop app.

For Project Online, we provide guidance for:

  • Verifying basic SharePoint functionality that Project Online relies on.

  • Adding the Project Online service to your tenant (including adding subscriptions to users).

  • Setting up the Enterprise Resource Pool (ERP).

  • Creating your first project.

Steps that occur during the Enable phase for Project Online

For Project Online Professional and Project Online Premium, we provide guidance for:

  • Addressing deployment issues.

  • Assigning end-user licenses using the Office 365 admin center and Windows PowerShell.

  • Installing Project Online Desktop Client from the Office 365 portal using Click-to-Run.

  • Configuring update settings using the Office Deployment Tool.

  • Setting up a single on-site distribution server for Project Online Desktop Client, including assistance with the creation of a configuration.xml file for use with the Office Deployment Tool.

  • Connecting Project Online Desktop Client to Project Online Professional or Project Online Premium.

Steps that occur during the Enable phase of Project for Office 365.

For Yammer, we provide guidance for enabling the Yammer Enterprise service.

For Office 365 ProPlus, we provide guidance for:

  • Addressing deployment issues.

  • Assigning end-user licenses using the Office 365 admin center and Windows PowerShell.

  • Installing Office 365 ProPlus from the Office 365 portal using Click-to-Run.

  • Installing Office Mobile apps (like Outlook Mobile, Word Mobile, Excel Mobile, and PowerPoint Mobile) on your iOS, Android, or Windows Mobile devices.

  • Configuring update settings using the Office Deployment Tool.

  • Setting up a single on-site distribution server for Office 365 ProPlus, including assistance with the creation of a configuration.xml file for use with the Office Deployment Tool.

  • Deployment using Microsoft System Center Configuration Manager, including assistance with the creation of System Center Configuration Manager packaging.

Office ProPlus onboarding steps

For Microsoft StaffHub, we provide guidance for:

  • Confirming Microsoft StaffHub is enabled on your Office 365 tenant.

  • Enabling or disabling user licenses.

  • Core product features.

  • Download locations for Microsoft StaffHub.

Microsoft StaffHub onboarding steps

Comments or questions about this topic? Send your feedback to Office 365 Service Description Feedback. Need help with Office 365? Visit the Microsoft support center. Want to chat with a customer service representative? Go to the Select a plan page and click Chat now in the red banner at the top.

 
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