The Microsoft Office 365 Buyer's Guide for the Enterprise - Guiding customers through key decisions relative to online communication and ...
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The Microsoft Office 365 Buyer’s Guide for the Enterprise Guiding customers through key decisions relative to online communication and collaboration solutions. Version 2.0 | April 2011
Note: The information contained in this document relates to a pre-release software product, which may be substantially modified before its first commercial release. Accordingly, the information may not accurately describe or reflect the software product when first commercially released. This document is provided for informational purposes only and Microsoft makes no warranties, express or implied, with respect to this document or the information contained in it. For the latest information, please see http://www.office365.com This document contains sensitive confidential and proprietary information and intellectual property of Microsoft. Review, use, and reproduction by you is only permitted solely for the purposes for which it was given to you. No further distribution to third parties is permitted. The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publi- cation and is subject to change at any time without notice to you. This document and its contents are provided AS IS without warranty of any kind, and should not be interpreted as an offer or commitment on the part of Microsof.t, Microsoft cannot guarantee the accuracy of any infor- mation presented. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. The descriptions of other companies’ products in this document, if any, are provided only as a convenience to you. Any such references should not be considered an endorsement or support by Microsoft. Microsoft cannot guarantee their accuracy, and the products may change over time. Also, the descriptions are intended as brief highlights to aid understanding, rather than as thorough coverage. For authoritative descriptions of these products, please consult their respective manufacturers. All trademarks are the property of their respective companies. ©2010 Microsoft Corporation. All rights reserved. Microsoft, BitLocker, BitLocker to Go, Forefront, Internet Explorer, Intune, Lync, Silverlight, Windows, Windows Vista, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
Table of Contents Introduction 4 Cloud computing momentum 4 Sharing our insights 4 Is the cloud right for you? 6 Types of cloud computing solutions 6 Microsoft offers a choice: the cloud “on your terms” 6 What cloud principles do you need to be aware of? 7 Is the cloud right for your communications and collaboration needs? 8 Conclusions and next steps 9 Can Office 365 meet your needs? 10 Introducing Microsoft Office 365 10 How can Office 365 meet your business needs? 11 How can Office 365 meet your IT needs? 13 Conclusions and next steps 14 Lifecycle: How is Office 365 deployed and supported? 15 Pre-deployment phase 15 Deployment phase 15 Post-deployment phase 16 Conclusions and next steps 18 Appendix: Office 365 Security 19 Office 365 System Requirements & Transition 20 The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 3
Introduction Cloud computing momentum The topic of cloud computing continues to dominate the IT landscape. Cloud computing allows organizations to get fast access to computing resources, without constantly having to invest in new infrastructure, train new personnel or license new software. According to a recent Gartner survey1, cloud-computing services are estimated to account for 10.2 percent of the total spending on external IT services this year. Thirty-nine percent of IT budget managers surveyed indicated that cloud computing is a key initiative for their organization, and forty-six percent plan to increase the use of cloud services. For businesses the cloud promises new economics, The trend will continue. Gartner predicts that by 2012, twenty percent of all businesses will own no IT assets due to cloud enabled services, virtualization, and better control over budgets, employees running personal desktops and notebooks on corporate networks2. This and no need to run and mind shift in the IT industry towards the cloud computing paradigm is driven by the maintain large, costly promise of benefits for consumers, businesses and also for the environment: datacenters. • For consumers, the cloud promises a more and better connected world, where they can access their data and information at any time, from anywhere. • For businesses, the cloud promises new economics, such as better control over budgets, and eliminating the need to run and maintain large, costly datacenters. The cloud can also provide the power to do new things in new ways. For example, combining information with tremendous processing power opens the door to new business models, new markets and new categories of customer experiences. • For the environment, cloud computing has the potential to significantly reduce the energy use and carbon footprint associated with running business applications. A study by Microsoft, Accenture and WSP Environment & Energy shows that businesses that choose to run business applications in the cloud can help reduce energy consumption and carbon emissions by 30-90 percent versus running those same applications on in-house on-premises infrastructure3. With these benefits in mind, many IT and business leaders no longer ask themselves whether to move to the cloud, but rather ‘how’ and ‘when’, and are looking for answers. 1 Gartner Survey Shows Cloud-Computing Services Represents 10 Percent of Spending on External IT Services in 2010. (2010, September). Retrieved from http://www.gartner.com/it/page.jsp?id=1438813. 2 Gartner Highlights Key Predictions for IT Organizations and Users in 2010 and Beyond. (2010, January). Retrieved from: http://www.gartner.com/it/page.jsp?id=1278413 3 Microsoft, Accenture and WSP Environment & Energy Study Shows Significant Energy and Carbon Emissions Reduction Potential from Cloud Computing. (2010, November). Retrieved from: http://newsroom.accenture.com/article_display.cfm? article_id=5089&view_id=4610& The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 4
Microsoft’s cloud computing experience Microsoft has been running some of the largest, most reliable cloud services in the world for almost 15 years. We offer a complete set of enterprise-class, cloud-based solutions including communications (email, meetings), collaboration (document storage, sharing, workflow), advertising, business applications (CRM, business productivity), storage, management and infrastructure services. These are enterprise class services delivered via subscription services managed by Microsoft in our datacenters and sold either directly or through partners. Microsoft also has deep experience in delivering these cloud services in a way that best meets our customers’ needs and provides the cloud “on your terms.” Microsoft today 1) runs its own “public cloud”, 2) provides customers with Every year Microsoft cloud “private cloud” solutions, 3) works with partners to provide partner clouds, and services reach: 4) offers hybrid on-premises and online solutions. Microsoft cloud services reach over one billion users and 20 million businesses • Over one billion users every year. For our online communication and collaboration services we have millions of paying users today, over 50% of Fortune 500 companies, and over 500 government agencies worldwide. Our cloud offerings are supported by • 20 million businesses over 16,000 partners worldwide who can help enable the cloud for our customers. Find out more about our customer and partner references here. • 50% of the Fortune 500 Sharing our insights • 500+ government agencies worldwide With this guide we would like to share some of the insights we have taken away from working with our enterprise customers from the journey towards cloud communication and collaboration solutions. We encourage you to leverage these experiences, and go through the list of the most important questions Microsoft’s enterprise customers have been evaluating to establish key buying criteria for Microsoft’s offering Office 365. Please note that the focus of this guide is about Software-as-a-Services (SaaS) and Microsoft’s online collaboration and messaging solutions in particular. Microsoft also has strong offerings across Infrastructure-as-a-Service (IaaS) and Platform-as-a-Service (PaaS), which are not covered in this document. For more information about our complete cloud offering, please go to this link: http://www.microsoft.com/en-us/cloud/default.aspx. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 5
Is the cloud right for you? Adopting a cloud model for your organization is a multi-faceted decision-making process. Before focusing on the business case for migrating to the cloud, prospective buyers should evaluate whether a public cloud offering, such as provided by Microsoft for Office 365 and any other Software-as-a-Services provider, is the right choice given your regulatory and compliance considerations. Types of cloud computing solutions Example of the cloud In essence, the choice is around implementing a public cloud solution, a private on your terms: cloud solution or a hybrid solution. Public cloud: A public cloud represents computing resources which are hosted by A customer can decide to an external service provider, but shared with other organizations (multi-tenant). The use Microsoft’s service provided in a public cloud is consistent across all customers, and the service provider manages the infrastructure, and pools resources into capacity that any technology in their customer can claim. Public clouds typically charge a subscription, pay-as-you-go headquarters' usage fee. Microsoft aims to provide customers with a highly configurable, standardized service, which complies with security policies and regulations in the operation on-premises. markets in which the service is offered. However, the employees Private cloud: Computing resources are dedicated to a customer (not shared), and in the company’s retail can reside on a customer’s premises or with a service provider. Scaling the private outlets, can be cloud is as simple as adding another server to the pool and the self-managing implemented online. The architecture expands the cloud by adding performance and capacity. Private clouds offer the scalability and shared resource benefits of cloud computing for your messaging solution is environment, however at a higher price point than public clouds. integrated, and now It is very likely that enterprise customers will entertain hybrid environments, with a everyone in the company mix of applications running in the cloud and others staying on-premises, at least for can send emails safely the time being. The flexibility to migrate only what makes sense is not just important and securely. for different types of applications, but also for particular user groups within an application. Consider, for example, organizational entities in remote locations, where it may be more efficient to support the e-mail infrastructure of these remote users through a public cloud offering, while integrating with an existing on-premises environment at headquarters especially if the existing on-premises environment is very effectively managed. Microsoft has been providing public and private cloud offerings for several years, and has helped enterprises establish completely cloud based or hybrid environments, in addition to our long-standing, traditional on-premises software implementations. Microsoft offers a choice: the cloud “on your terms” When it comes to guiding customers on the most optimal solution for them, Microsoft believes that choice is key as there is a need for public cloud computing, private clouds and traditional on-premises options for enterprises. Customers should not have to move to the cloud to use our technology. Our vision is to provide these services to customers on their terms either online or on-premises or in a hybrid environment. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 6
What cloud principles do you need to be aware of? Regardless of the type of cloud offering you consider, it is helpful to understand some fundamental “cloud principles” which concern Office 365 at the beginning of your evaluation. These principles refer to the underlying characteristics of the Office 365 cloud service which ultimately result in the key benefits associated with cloud computing. 1. Office 365 is highly configurable, but not customizable. With Office 365 Microsoft offers an online service which is consistent across all Microsoft customers and allows customers to mix and match services to meet their requirements. However, while Microsoft cannot accommodate change requests or customizations that deviate from our service descriptions, we gather the feedback from our customers and ensure that all our customers benefit from improved features and built-in upgrades with every new release. Microsoft’s privacy and 2. Cloud services are provided under one enterprise-class security policy. security practices are regularly When considering cloud computing solutions, organizations list security, privacy, inspected, assessed and reliability, and operational control as key concerns. In the public cloud, a service provider offers the same consistent service to millions of customers worldwide. As a audited. practical matter only one policy can be followed. Microsoft has applied state-of-the-art technology and processes to maintain reliable access, security and privacy. Customers are encouraged to 3. Third party audit reports, widely accepted in the industry, are made available to review their security policy customers in lieu of individual audits. Audits and certifications are performed by against Microsoft’s to credible independent third parties at least annually. Given the number of customers who determine whether it meets subscribe to the service, Microsoft cannot provide every customer the right to audit its datacenters. SAS 70 is a widely accepted attestation and combined with an independent their needs. audit shows transparency to the businesses that a service organization works with. 4. Microsoft’s liability is capped at 12 months’ services fees. For more information, please Microsoft provides a solution with an enterprise-class security program which is often go to our security section in times more robust than the security environment our customers can provide by the Appendix. themselves. However, Microsoft cannot provide an insurance policy for any risks associated with data losses. Our liability is limited to damages, directly linked to a foreseeable act by Microsoft and is capped at 12 months’ service fees. 5. Customers benefit from the latest technologies delivered through the cloud but will need to remain current on the latest technology. This represents one of the key advantages of moving to cloud services, as customers are always deployed on the latest technology. Customers can time their update dates with Microsoft, however, we are limited to a 12 month update window following the general availability of a major release. 6. Microsoft sets release timing and can retire features. Customers are assured of always getting the latest commercially available technology with the feature set demanded by the market place. We collaborate with customers to understand requirements and market demands, and will accordingly evolve, add and retire features. 7. The migration to the cloud involves migration and deployment work. While cloud services can lower overall IT costs, there are initial preparation, migration and deployment efforts. Depending on an organization’s current IT environment, Office 365 deployments can be straightforward or more complex. To ensure a smooth and efficient migration, Microsoft or a Microsoft partners are available to conduct deep technical assessment and migration planning prior to deployment start. The duration of a migration to the cloud and the preparation effort involved, will only be possible once the technical assessment processes has been completed. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 7
Is the cloud right for your communication and collaboration needs? Today we have thousands of online customers in all industry sectors ranging from small businesses with 20 or less employees to large enterprises and government institutions with over 100,000 employees. In the table below we profile commonly seen business and IT scenarios of some our large enterprise customers which illustrate very compelling reasons to move collaboration and messaging workloads to the cloud. To read more case studies, please visit our customer evidence site. Case for moving online Questions for prospective buyers Cloud benefits achieved with Microsoft Online Services · Do you have a large percentage of Example Aviva, global insurance provider (28 countries, Employees without employees who have no desk and no 54 k employees): desks or laptops. laptop? Have you provisioned technology · Challenge: global communication & collaboration; access to them today? · Solution: SharePoint Online Remote workers. · Would your company and business benefit · Benefits: Unified the company through its global by enabling better collaboration and communications environment. Ability to reach all communication with these employees? employees. · Is there a pending requirement to Example Godiva Chocolatier (400 retail stores, 1480 decrease CAPEX (HW/SW)? employees) · Are you looking to upgrade your HW/SW · Challenge: high budget spend on upgrading and Save costs. platform in a most cost efficient way? maintaining messaging software. · Headcount pressure on IT department? Solution: Business Productivity Online Suite · Benefits: Eliminated U.S.$250,000 in annual cost and freed-up IT staff to focus on supporting business growth. Higher employee satisfaction. · Is your organization distributed globally but Example: Coca-Cola Enterprises Inc. not or only poorly connected? · Challenge: 72k people in 431 facilities worldwide, Drive efficiency through · Do you have multiple e-mail platforms? with mobile distributed workforce. Inability to collaboration. · Is IT for the messaging workload communicate to all employees and mobile centralized? workforce. Save costs through · Desire to redeploy IT staff to more strategic · Solution: Microsoft SharePoint Online centralization. workloads? Benefit: Higher productivity, better collaboration; Greater efficiency through standardization; Cost savings. Upgrade to latest · Is deploying the latest software challenging? Example: Energizer Holdings, Inc. technology. · Are you struggling w/ staying current? · Challenge: IT focused on tasks not essential to · Is the cost and complexity of moving off of business; desire to stay on latest software. Save costs through Exchange 2003 or other messaging platforms · Solution: Microsoft Exchange, SharePoint and Office standardization of IT. too daunting? Would you like to have a Communications Online. more dynamic infrastructure? · Benefits: Greater cost-efficiency and TCO ; Higher Re-focus IT on · Could you benefit from greater employee and user satisfaction working with latest technology innovation. standardization? software. IT re-focused on core-business projects. · Need to upgrade to address mobility needs? Example: Blockbuster, Inc. · Do you want an easy mobile push e-mail/ · Challenge: needed remote connectivity for mobile PIM? Enable Exchange ActiveSync? workforce; faster collaboration with 3rd parties. Enable workforce · Do you need mobile access to Office doc? · Solution: Microsoft Exchange Online with mobility and faster Do you need to edit and add comments? BlackBerry support connectivity. · Mobile access to notebooks? · Benefit: Higher productivity through access to Support mobile users. · Download and sync docs from SharePoint information anywhere, anytime when mobile? · Does your organization frequently engage in Example: Ingersoll Rand mergers and acquisition of new companies? · Challenge: slow onboarding of new employees, Or divestitures? inconsistent workflows, multiple platforms, based Integrate newly acquired companies · How long does it take you to get new users on frequent acquisitions. faster. on-board? · Solution: Microsoft Exchange Online, Lync, · Do you need a more standardized Forefront™ Client Security and Microsoft Desktop infrastructure, to be able to add new users Optimization Package. into messaging/collaboration? · Benefits: Support one standard platform vs. many, faster on-boarding time, higher ROI, unified desktop management; The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 8
Conclusions and next steps: Is the cloud right for you? Get the cloud on your terms: For most organizations moving to the cloud is not an all or nothing approach. With Microsoft you get a choice. Our vision is to provide Microsoft technology to customers on their terms, either online or on-premises or in a hybrid environment. • Learn more about Microsoft’s cloud offering here. • Learn more about trends in cloud computing. Evaluate public cloud principles vs. your needs and requirements. There may be valid reasons why you may not consider Microsoft’s public cloud offering and opt for a hybrid or on-premises solution. • Learn more about our security, privacy & data sovereignty program in the Appendix and use the security and privacy checklist. • Understand more about online terms http://www.microsoft.com/online/mosa.aspx • Learn more about deployment at Deployment Central. Productive collaboration amongst your employees can be a key differentiator for your business. Thousands of Microsoft Online Services customers have started the journey to the cloud and are seeing great benefits from these solutions. • Read great examples and case studies here. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 9
Can Office 365 meet your needs? Introducing Microsoft Office 365 Office 365 provides the greatest set of productivity tools in the market today by bringing together online versions of our email and collaboration software with our familiar Office Professional Plus suite in the cloud. The cloud services is designed to help meet your needs for robust security, 24/7 reliability, and user productivity. The best productivity experience across PC, Office 365 is built upon the same software which Gartner rates as a “leader” in 8 of the magic quadrants for productivity and collaboration5. It provides: phone and browser. For over 20 years, we have • Anywhere-access to email, documents, contacts, and calendars on nearly any device. been providing solutions that simplify the way • Business-class features including IT-level phone support, Services Level Agreement with financially-backed 99.9% uptime, geo-redundancy, and disaster people communicate, share recovery. expertise, gain business • Pay-as-you-go pricing options and flexible online transition terms for EA insight, and find customers which give you predictability and flexibility for your organization. information. • Seamless integration with Microsoft Office your users already count on every day. Our passion is to help people get the best Office 365 represents our next generation of the Business Productivity Online Suite productivity experience (BPOS) which has been our successful online service solution for the last few years. Office 365 is today available in BETA, and will be generally available in 2011 in 38 across the PC, phone, and countries. browser for the way they Learn more about Office 365 and join the BETA on www.office365.com. Through our work today — and the way Beta Program you can experience the benefits of Office 365 firsthand today and they’ll work in the future. transition to a 30 day trial once Office 365 becomes generally available in 2011. www.office365.com Office 365 as part of Microsoft’s Productivity Platform Office 365 is the online solution in our productivity platform. This platform delivers a holistic business productivity approach with a unified set of technologies delivered on- premises, in the cloud, or a combination of both: 1) Unified Communications help streamline communications and collaboration, 2) Business Intelligence tools enable efficient decision-making, 3) Enterprise Content Management tools drive compliance, policy, and control with enterprise-grade security and reliability and 4) Enterprise Search helps people connect to the information they need to get their jobs done. 5 Gartner MarketScope for E-Mail Systems. (2010, August). Retrieved from: http://www.gartner.com/technology/media- products/reprints/microsoft/vol10/article19b/article19b.html The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 10
How can Office 365 meet your business needs? In evaluating the business benefits of Microsoft online solutions and Office 365 in particular there are four key areas to consider which will impact your business case: finance, processes, people and new technology. Microsoft enterprise Cost savings. customers are saving In these difficult economic times, many customers look at online services as a between 10% to 50% by way to shift from the large, ‘lumpy’ capital expenditures associated with upgrading every few years to a more predictable monthly operating expense. moving to Microsoft Online services can actually do better than that – they can reduce both capex Online Services. and opex budgets. In case studies of Microsoft Online Services customers, companies have claimed between 30-50% cost savings. Rexel, a leading French Focus resources on high value-add projects. electronics distributor with The simplified administration and offloaded operational maintenance of the 30,000 people in 30 cloud services enable you to make the most of your IT people resources, to focus countries, expects to on projects that are core to your business and drive competitive differentiation. consolidate 42 email systems into one with Exchange Gain greater efficiency in your processes. More efficient processes can be enabled through the elimination of multiple Online and cut their costs by infrastructure platforms, by moving to one cloud solution. Or being able to more than 30%. execute business processes more effectively by being able to reach all parts of the organization, enabling better collaboration between teams who are distributed throughout the world. Drive greater value from IT investments with latest technology. Provide your employees with access to the latest technology making them more productive, and quickly leveraging your IT investments. It not only makes your employees more productive, it maximizes the value you get for your investment. Online services can greatly accelerate this process. And the ability to purchase exactly what you need now and expand later if necessary enables you to ‘right size’ those investments. Flexible pricing to match your business needs. Office 365 for enterprises offers a variety of plans to meet the needs of businesses of all sizes and varying IT needs. Priced from $2 - $27 per user per month, each plan has the same Services Level Agreement with financially-backed 99.9% uptime, and includes the security and support you expect from Microsoft. Learn more Pricing and Plans – Office 365 Fact Sheet. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 11
How can Office 365 meet your business needs? (continued) Cost efficient and flexible licensing. For organizations with at least 250 users/PC or devices, who want to license software and cloud services for a minimum, three-year period, the Enterprise Agreement provides the best way to license Microsoft’s on-premise software and online services, such as Office 365, within the same agreement. Keeping pace with the expanding array of Microsoft cloud services, the Enterprise Agreement gives you the flexibility to choose among on-premises software and cloud services to best suit your user needs and help you optimize your technology spend. When you choose to transition aspects of your IT to the cloud, your Enterprise Agreement helps you: The recommended way to • Transition to cloud services at your own pace. buy Office 365 is through the Enterprise Agreement • Move users back and forth between on-premises software and (EA) if you have more than cloud services. 250+ users. • Match and adjust online service plans to meet user needs. For example, with the EA an • Easily add and adjust new online service users above your EA commitment . organization, who wants to move to the cloud, can Enterprise Agreement and Subscription Agreement Options transition one department at You can choose to purchase your software licenses via Enterprise Agreement Enrollments or subscribe to licenses through the Enterprise Subscription a time, over 3 years. programs. Based on a three-year term, with the ability to add and adjust products and online services over time, the Enterprise Enrollment offers Customers have a range of pricing advantages beyond standard license and subscription pricing. Should options to tailor functionality you add new users or devices during your Enrollment, you can equip them with software and cloud services you are already using and then account for these and per user pricing. changes through an annual reconciliation process known as “True Up.” Enterprise Subscription programs provide similar advantages as the Enterprise Agreement Enrollments with lower annual costs based on a three-year subscription and the ability to increase or decrease licenses and subscription counts on an annual basis. This ability to grow or downsize subscription counts may be attractive, especially if you expect significant fluctuations in workforce size and IT requirements. However, unlike the Enterprise Agreement Enrollments where you retain perpetual use rights for the licenses you purchase, with subscription programs you gain access to Microsoft software and cloud services for as long as you maintain your subscription. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 12
How can Office 365 meet your IT needs? Enterprise-class security and reliability. Companies depend on collaboration and communication to make your business successful. Services need to be available any time of the day or night. Office 365 runs on a global network of data centers protected by multiple layers of security. By complying with International Organization for Standardization (ISO) 27001 standards, Office 365 can help customers meet their regulatory requirements. Microsoft’s cloud data centers are geographically dispersed and fully redundant, designed with enterprise-grade reliability, disaster recovery capabilities, and employ operational best practices so that your content and services are always available. As a result, the services come with a financially backed Service Level Agreement for a guaranteed 99.9-percent scheduled uptime. Enterprise-class security. IT control and efficiency. • Premium anti-spam and Office 365 reduces the burden of performing routine IT management tasks such antivirus protection as keeping security updates current and performing back-end upgrades. At the same time your IT staff retains control over user management and service provided by virus scanning configuration, so they can tailor the services the way your company does engines. business. Around-the-clock, IT-level support is included. • Data is replicated in geo- User familiarity and productivity. People need to be always connected, even when they are away from the office. redundant datacenters to Office 365 offers flexible, powerful, and familiar ways for your people to deliver protect against datacenter their best work and stay productive. wide failures. Additional Office 365 benefits include: • Risk mitigation multi- • 25 GB mailboxes and the ability to send attachments up to 25 MB dimensional approach to • Services Level Agreement with financially-backed 99.9% uptime help safeguard services • 24/7, IT-level support over the phone, the web or email and privacy of data. • Single sign on capabilities with Active Directory deployment • Latest version of Office Professional Plus - connecting users to communication and collaboration services • Services Level Agreement • Office Web Apps for viewing, sharing and minor editing of documents with financially-backed directly from a browser 99.9% uptime • Industry-leading, always-up-to-date anti-virus and anti-spam solutions • Integrated IM and presence, online meetings with audio and video conferencing and multiparty data sharing • Team sites to share, manage and search for information and resources More information Office 365 system requirements in the Appendix and in the Office 365 Datasheet. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 13
Conclusions and next steps: Can Office 365 meet your needs? Business: Start evaluating your business case for Office 365 and how you can best serve the different needs of your user groups. • Learn more about the Office 365 and our availability roadmap on www.office365.com. • Contact your Microsoft representative or partner to help you align evaluate your busi- ness case in depth and assess your infrastructure readiness for the cloud. • Learn more about how Office 365 let’s you pick the right plan to match your needs in our Pricing and Plans – Office 365 Fact Sheet IT: Understand how Office 365 will work in your IT environment and if you can meet Office 365 system requirements today. • Contact your Microsoft representative or Partner to help you align evaluate your needs in depth and assess your infrastructure readiness for the cloud. • Sign up for Office 365 BETA on http://wwww.office365.com. • Get ready for Office 365 and update your desktop. Start you preparation and deploy- ment planning. Upgrade your clients with our optimized desktop offering and learn more about our Windows7 Proof of Concept Kit. • Ask your Microsoft representative about” Windows 7 Accelerate” and “IE6 to IE8 Migra- tion Offerings” to help migrate existing custom IE6 applications if necessary. Procurement and Finance: Evaluate how the Enterprise Agreement can help make your transition to the cloud easier and cost efficient: • Learn more about the updated EA, and how you can get online terms through the EA or by renewing your EA from your Microsoft Representative. • More on the EA at: http://www.microsoft.com/licensing The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 14
Lifecycle: How is Office 365 deployed and supported? While selecting which solution best fits your business and technical requirements is certainly a key decision in your evaluation, it is equally important to get an early view of what it will take to actually deploy and maintain. The right cloud solution needs to meet your support requirements and expectations. Microsoft thinks about the experience lifecycle in three phases. Pre-deployment phase During pre-deployment, Microsoft or an Office 365 partner of your choice will take you through a set of pre-sales evaluation activities, starting with the questions outlined in this buyer’s guide, and activities agreed to in an evaluation plan. The evaluation plan represents a joint agreement outlining a number of steps enterprise customers will go through to arrive at the right selection of cloud services. Activities such as a technical briefing, initial business case development, executive reviews and a solution alignment workshop constitute some of the key milestones. In addition, Microsoft and its partners also offer business and IT consulting services to The lifecycle of your identify key customer business and technical requirements, new business scenarios cloud solution. leveraging cloud services, and consulting services to help define the business case for the cloud solutions and the risk mitigation plan. Get an early view of what it will take to actually deploy and Deployment phase support the solution. While the promise of cloud services is to lower overall IT costs, there are initial The best cloud preparation, migration and deployment efforts, as the solution gets deployed in the solution also needs cloud. Depending on your current IT environment Office 365 deployments can be to meet your support straightforward or more complex. requirements and To help customers transition to the cloud, Microsoft offers several options: expectations. (1) Customers can choose to plan and execute their own migration leveraging prescriptive guidance, tools and resources published by Microsoft. (2) Migration services can also be provided by one of our Recommended Deployment Partners, who have extensive experience with enterprise scale migrations. (3) Customers can decide to work with Microsoft’s Premier Deployment Team directly. Planning a Successful Migration with Microsoft Premier Deployment. Microsoft Premier Deployment (MPD) provides a team of specialists helping enterprise customers who intend to migrate more than 2,400 users to the Office 365 online service. The team will identify if your environment needs remediation work to match the Office 365 system requirements, and provide a proposal to address any gaps. Once your environment is ready, MPD provides migration services based on a fixed price rate card service to configure Office 365 to connect with your systems. Migration services include directory synchronization, authentication and mailbox data migration. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 15
To-date Microsoft Premier Deployment has migrated over 2 million seats of Fortune 100 customers to Online Service, using our standardized processes and tools. Microsoft also provides solutions for organizations migrating from Lotus Domino® or Novell GroupWise® with software from our partners Binary Tree® and Quest® as well as options for organizations migrating from several other collaboration platforms with Cemaphore® and Bittitan® software. Migrations with our Recommended Deployment Partners. Partners play an important roles in the successful implementation of BPOS and Office 365. To ensure consistent, high quality deployments Microsoft provides technical deployment training and support to partners based on the size of the deployment project. Today, a number of partners around the world are enabled to provide deployment services and can help you with project planning and management, infrastructure preparation and migrations. To find out more about our Office 365 partners, please go to http://www.microsoft.com/online/ Assisted Support Benefits: partner.aspx. • 24 X 7 Online Support Post-deployment phase • 24 X 7 Phone Support Before starting your cloud project, you should know about the available support options that can help you resolve deployment issues, which may arise. • Coverage in 38 countries Today, Microsoft provides enterprise-class support included in the cost of the subscription. We offer both technical and commercial support across the entire customer cloud services lifecycle, beginning with a rich set of Self-Help and • Support in 21 languages Community support and extending to unlimited 24 x 7 Assisted Support in 21 languages covering 37 countries. The support model for Office 365 will be similar to our current BPOS-S offering. Please expect further information on our www.office365.com website closer to general availability of the service. Self-service & community experience. Customers have access to rich content for Pre-sales (FAQs, Help and How To) and Post-sales self service and customer connections through support blogs, wikis and forums, including community forums, TechNet Wiki, Online Services team blog, technical documents, and articles. Support is available by visiting the technical support pages at www.microsoft.com/online/support. Assisted support. Around the clock support is included in every BPOS-S subscription. This includes both non-technical support (ordering, billing, trials, activation and pre-sales) as well as technical support (break-fix, migration, and deployment). Premier support services with Office 365. For customers who are looking for an integrated support solution that can cover both cloud-based and on-premises IT assets, Microsoft offers Premier Support for an additional fee. Premier Support customers receive end-to-end managed services, prioritized 24 X 7 problem resolution, and instant access to a full range of resources: The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 16
Dedicated point of contact. With a Technical Account Manager (TAM), your IT team can spend less time dealing with management hassles by calling on a defined point of contact for all your support needs, including both on-premises and cloud-based solutions. The TAM available through Premier acts as your advocate within Microsoft, helping to align resources and providing customized guidance to help maximize the availability and efficiency of your IT infrastructure. Seamless support experience. By taking advantage of a one-stop solution for both your on-premises and cloud investments, you will be able to help reduce IT support hassles. With Premier, you can help manage changes in your developer and IT environments more effectively with an integrated support experience across systems and applications. Microsoft Premier Offering. Priority resolution. With Premier, your IT team can help to reduce risk and resolve issues faster with Premier provides support comprehensive support that covers your IT assets on-premises and in the cloud. services for your on-premises In addition, your IT team can take advantage of access to priority resolution and and cloud-based IT assets, support for non-service-related integration issues and operational issues. Your TAM understands your particular business and IT situation and can help speed including: resolution if any issues arise. • Proactive services. Proactive services. With strategic advice and guidance, your IT team can stay ahead of any issues and risks through a proactive approach to IT management. Your IT team can use • Problem resolution services. specialized proactive services such as workshops and assessments to plan effective deployments, migrations, and integrations with existing IT assets. • Service management. Premier helps you save money upfront on new projects by following effective practices drawn from hundreds of Microsoft Services engagements involving both online services and on-premises software. And, you save money by optimizing your on-premises and cloud-based solutions to deliver greater value to the business with fewer issues. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 17
Conclusions and next steps: How is Office 365 deployed and supported? Pre-Deployment: Work with your Microsoft representative to establish your evaluation plan for Office 365. This joint plan will help you manage your journey to the cloud across your internal stake- holder groups and with your vendors. • Review information in this Buyer’s Guide. • Contact Microsoft or a partner to help you get started with your cloud evaluation. Deployment: Start thinking about deployment as you evaluate your move to the cloud. Depending on your IT environment and complexity, Office 365 deployments can be straightforward or more complex. Microsoft or a partner will work with you through solution alignment and due diligence workshops to determine how to most efficiently deploy your solution. • Understand Office 365 system requirements. • Review information on Microsoft Deployment central, review the custom deployment guide based on your specific needs. • Get the Deployment Overview Quick Reference and download the Microsoft Online Ser- vices Deployment Guide. • Find more resources in the Microsoft Online Migration Toolkit. Post-Deployment: Before starting your cloud project, you should know about the available support options for your cloud services solution. Microsoft provides enterprise-class support across the entire customer lifecycle, beginning with a rich set of self-help and community support and extending to unlimited 24 x 7 Assisted Support in 21 languages covering 37 countries. In addition Microsoft offers Premier Support Services with dedicated point of contact resource. • For more information about Premier for Business Productivity Online Standard Suite and Office 365, contact your Microsoft Services representative or visit www.microsoft.com/premier. • Review the support service descriptions and SLAs in the Office 365 Beta Enterprise Sup- port Service Description. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 18
Appendix: Office 365 Security Computing in the cloud raises questions about security, data protection, privacy and To get a detailed overview data ownership. Our services, physically hosted in Microsoft operated data centers around the world, are designed to meet the performance, scalability, security and of our security programs service levels business customers expect. and to understand how Microsoft’s security policy We have applied state-of-the-art technology, culture, and processes to maintain can meet your needs, consistent and reliable access, security and privacy for every user. Microsoft Online please get more has built-in capabilities for compliance with a wide range of regulations and privacy information in these mandates. These capabilities are regularly scrutinized, assessed and audited to assure the highest security and privacy standards are maintained. We have resources: developed our offerings around the following core principles: • Microsoft tells you where your data is and you are the owner of your data. • Microsoft will never use the data housed in the Microsoft cloud for data Office Beta Security Service mining purposes. Description • Microsoft abides by the safe harbor framework as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of data from the European Union, the European Economic Area, and Switzerland Whitepaper: Security Features in Microsoft Your security checklist Online Services The following checklist may help you further evaluate your security needs: • Integration. Look for integration points with security and identity management Privacy in the Cloud: A technologies you already have, such as Active Directory, and controls for role- Microsoft Perspective based access and entity-level applications. • Privacy. Make sure a public cloud service meets your privacy requirements. Privacy by Design at • Identity and access. When you place your resources in a shared cloud Microsoft infrastructure, the provider must have a means of preventing inadvertent access. How can identities federate across different services and from your internal environment to the cloud? How are the databases protected for access? • Compliance. What certifications does your provider possess? How do you handle dispute resolution and liability issues? Are service levels monitored and tracked? What are the processes to move into the cloud and back? • Service integrity. How is the software protected from corruption (malicious or accidental)? How does your provider ensure the security of the written code? How do they do threat modeling? What is the hiring process for the personnel doing administrative operations? What levels of access do they have? • Jurisdiction. The location of a cloud provider’s operations can affect the privacy laws that apply to the data it hosts. Does your data need to reside within your legal jurisdiction? Federal records management and disposal laws may limit the ability of agencies to store official records in the cloud. • Information protection. Who owns your data? Where is the backup located, and do you have an on-premises backup? How is the backup purged? What requirements do you have with regard to the physical location of your data? The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 19
Appendix: Office 365 System Requirements Office 365 system requirements Office 365 is built on the latest server software and on a re-architected identity infrastructure. To ensure a great user experience, customers will need to follow the following minimum requirements on their clients. Operating System Requirements Office Client Requirements* • Windows 7 (Windows 7 Professional or Enterprise • Office 2010 (Professional Plus recommended) recommended) • Windows Vista SP2 (Windows Vista Business or Enterprise • Office 2007 SP2 (reduced functionality) recommended) • Windows XP Pro SP3; (Windows XP Home and Media Center • Office 2008 for Mac & Entourage 2008 Web Services edition only for managed identity deployment) Edition • Mac OS X, 10.5 (Leopard), 10.6 (Snow Leopard) • Office 2011 for Mac & Outlook 2011 for Mac • Windows Server 2003 and Windows Server 2008 • .NET 2.0 or later System Software • Lync 2010 • Microsoft .NET Framework 3.0 (for Windows XP) • Communicator for Mac • Java client 1.4.2 (for Macintosh OS X)* * Not required for browser only users. Browser Software—Microsoft Online Portal Browser Software – Outlook Web Apps • Internet Explorer 7 or above • Internet Explorer 7 or later • Mozilla Firefox 3.x or higher • Mozilla Firefox 3.x • Apple Safari 3.x or higher • Apple Safari 3.x New Downloads • Chrome 3 and later versions • A service connector application that will replace the Sign in • Outlook Web App also has a light version which supports application. The download will be available in the coming a reduced set of features across almost any browser. months. Transitioning to Office 365 Office 365 will be available for purchase in 2011. Microsoft will work with all existing BPOS customers to determine the best time to make the transition. We will provide you with flexibility and control so that you can schedule the timing of the change, and minimize disruption to your business. As a business policy, customers will have up to twelve (12) months to delay the transition to the next release. In the transition Microsoft will be responsible for any changes that happen in its datacenters. Existing Microsoft Online Services customers will not have to migrate any data. However, customers will be responsible for making sure that their client software is compliant with the system requirements discussed above. Customers will also be responsible for end-user training and configuring any new features and capabilities that will be delivered by Office 365. Please visit our Transition Center (http://www.microsoft.com/online/transition-center.aspx ) for details and further help in preparing your current environment to meet the system requirements for Office 365. The Microsoft Office 365 Buyer’s Guide for the Enterprise | Page 20
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