1. FastTrack Benefit Onboarding, Migration, & Adoption Planning Details
10/24/2017 9:55 AM
FastTrack Benefit
Onboarding, Migration, & Adoption Planning Details
Updated: September 15th, 2016 Edits effective September 26th, 2016
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2. 10/24/2017 9:55 AM
FastTrack Center
Microsoft FastTrack Center provides remote assistance for various onboarding, migration, & adoption activities. Microsoft’s FastTrack team will work with you to plan the onboarding and organizational adoption of your eligible services.
FastTrack Center actives include: planning, assessment, remediation, migration, and adoption planning services.
EMEA
AMERICAS
APJ
The FastTrack Center is a global team, supporting 12 different languages, across all time zones. And it is made up of hundreds of Microsoft Engineers and FastTrack managers ready to engage directly with customers.
FastTrack now consists of best practices, tools, resources and personalized remote assistance available through a new web experience (FastTrack.microsoft.com) and through the FastTrack Center. The FastTrack Center is a team of hundreds of engineers who have been focused to date on providing IT professionals and partners all over the world with remote onboarding and migration assistance. Going forward, the expanded focus areas for the web and FastTrack Center experiences are:
Envisioning—Through FastTrack.microsoft.com, we now offer resources and tools to help you build tailored success plans that include both technical implementation and user adoption strategies across Office 365, EMS, Azure and other services.
Onboarding—Once you’re ready, request onboarding to get remote and personalized assistance from our FastTrack engineers who help you assess your technical environment and work with your IT staff or partner to ensure a smooth onboarding and migration experience.
Driving business value—Our goal is to help you get the most out of your IT investments. To do that, we will provide you with best practices, guidance and resources on Office 365 user adoption to help you get started, and will connect you as needed with qualified partners who can help you do more. Meanwhile, you’ll benefit from tools and guidance to help you transform your existing IT practices and effectively manage change.
Migration team is at 140 and are located in Redmond (USA), Warsaw (Poland), Hyderabad (India), Bangalore (India), and Chongqing (China).
Onboarding team) Dallas (USA), Charlotte (USA), London (England), Shanghai (China) and Tokyo (Japan).
Multiple locations across the world in America, Europe, and Asia who engage with customers in 12 languages (English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Simplified Chinese, Traditional Chinese, Spanish, Thai, and Vietnamese).
FastTrack Center eligible plans and services
For detailed information on what a FastTrack Center engagement looks like:
Microsoft FastTrack Benefit Overview
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3. Eligible Services
If you purchase any of the following services through an eligible plan, Microsoft will help you onboard them.
Customers can get help through the Office 365 admin center, your partner, or the FastTrack site. Customer admins can go to the Setup page in the Office 365 admin center and clicks Ask for
Microsoft account team and partners can request the assistance from the FastTrack site from the list of available services.
FastTrack can be used for initial onboarding and can be used again to deploy further services. The on-premises environment must pass the FastTrack center checks to obtain the services.
Office 365
Exchange Online
SharePoint Online
Skype for Business Online
Yammer Enterprise
Office 365 ProPlus
One Drive for Business
Project Online
Enterprise Mobility Suite
Intune
Azure RMS
Azure Active Directory (Azure AD) Premium

4. Requirements Office 365* Other requirements
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Requirements
Office 365*
Eligible plans: Office 365 Enterprise (E1, E3, E4, E4, E5, K1); Office 365 Government (E1, E3, E4, K1); Office 365 Nonprofit (E1, E3); Office 365 Business (Business; Business Essentials; Business Premium); Office 365 Nonprofit Business (Business Essentials; Business Premium).
Eligible standalone plans: Exchange Online (Plan 1, Plan 2, Kiosk, Advanced Threat Protection); OneDrive for Business with Office Online; Power BI; Skype for Business Online (Plan 1, Plan 2, Cloud PBX, PSTN Calling, PSTN Conferencing); Yammer Enterprise; Project Online with Project Pro for Office 365.
Office 365 for Education may be eligible by exception request.
Other requirements
50+ seats for FastTrack Center engagement.
Meet expectations for your source environment.
If integration of services is required, then your source environment must be at a minimum level for that application.
Additional benefit eligibility
20,000+ seats are eligible for additional benefits from FastTrack.
Enhances technical onboarding and adoption activities from FastTrack.
Additional benefits detailed in service description and this deck.
Microsoft’s commitment to customer success is unwavering, and FastTrack is a great example of that. In the past, FastTrack was mostly associated with the Deployment stage of O365 – the FastTrack methodology for O365 Deployment and our Onboarding Center.
FastTrack was introduced in FY14 as an Office 365 deployment methodology to accelerate and streamline the effort to onboard customers to Office 365. In FY15 FastTrack was significantly enhanced and became a benefit of the Office 365 enterprise offerings. Specifically, provisioning of Office 365 workloads including Exchange, SharePoint, Lync, Office 365 Pro Plus, and Yammer were delivered by Microsoft’s Office 365 Onboarding Center.
Built on that success, we are expanding FastTrack to become our customer success service designed to help businesses move to Office 365, smoothly and with confidence, and realize business value faster.
* Office 365 Dedicated and ITAR(federal) plans are ineligible.
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5. FastTrack Center Engagement Process
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FastTrack Center Engagement Process
Kicking off onboarding
Assessing your environment
Remediate issues
Enable core capabilities
Migrate your data
A Microsoft FastTrack Engineer will contact you to assist you through onboarding with a kickoff meeting.
Your FastTrack team will work with you to assess your current environment,
and determine any areas of your existing infrastructure that should be changed to ensure a great experience.
Your FastTrack engineer will provide you with a checklist and plan to remediate any issues that were surfaced during assessment.
Your FastTrack Center team will work with you to ensure that the service is ready to use, user licenses are assigned, and eligible services are enabled for use.
You can ask the FastTrack Center team to migrate data to Office 365 from your current systems. Data migration options include and files for OneDrive for Business and SharePoint Online.
Onboarding
Migration
Your FastTrack Center team will direct you resources and help you plan activities to ensure successful adoption of the service with your users.
User Adoption
The FastTrack Center will not just simply run these projects for you, there are clear cut responsibilities between Microsoft and you. These are listed in the benefit process. For example, your FastTrack engineer is not going to create reports for you that are specific to your organization, + they can’t activate mobile devices, + some other general responsibilities that lie with the customer.
Identify what you need to do , and when.
Migration is a part of the FastTrack service
Assessment and Remediate tools
The FastTrack Center also has assessment and remediation tools- including IDFix to set up Active Directory integration and Office 365 Health, Readiness, and Connectivity Checks– and help you clean up any issues that prevent your preferred deployment approach.
When you sign into FastTrack you are able to quickly check the progress of your current onboarding project with the FastTrack Team, and see who is assigned to help you complete your implementation project.
The FastTrack Center also offers Adoption Planning Assistance for eligible customers. Customers receive expert-led identification of scenarios and structured training to drive early value; have conversations on optimization best practices for sustained value; and connections to resources, peers, and partners to continue the journey.
You can come back to the FastTrack Center anytime for these services
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6. 10/24/2017 9:55 AM
Getting Started with FastTrack Just request assistance from the FastTrack team
FastTrack Engagement
Request assistance from the Office 365 admin center, with a few clicks you are under way.
Customers with a digital partner of record won’t see this in product request option, and should work their selected partner.
Customers can always request assistance in the FastTrack site.
Best option if you don’t have an engaged partner.
In the service the admin can request assistance, just click Get help now.
Leverage your partner if you have selected at digital partner of record.
See more detail in the Service Description
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7. FastTrack Service Direct engineering support to help you onboard, migrate, and drive adoption of Office 365
Direct remote assistance provided by an Microsoft expert who will assist with various onboarding activities using a combination of tools, documentation, guidance, and carry out configuration tasks where applicable.
Robust suite of automated checks and configuration to assess—current state assessment, identity management, and domain configuration.
FastTrack support is available in the following 12 languages: English, French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Simplified Chinese, Traditional Chinese, Spanish, Thai, and Vietnamese.
Available for all customers with 50+ seats of eligible SKU.
Microsoft can work directly with you or your representative.
FastTrack provides assistance and is available during normal business hours for a given region.

8. Onboarding Process FastTrack process for onboarding
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Onboarding Process FastTrack process for onboarding
User Adoption planning service
Leads the planning to help you make sure your users are aware of the eligible services and can use them to drive business value. This is completed in parallel to core onboarding activities.
Core onboarding
Foundational tenant configuration and identity integration providing the baseline for service onboarding.
Service onboarding
Service level configurations (i.e. Exchange, Skype for Business, etc.) to prepare the service for users.
Data migration service
Carry migration of your existing data to supported services for eligible customers.
The FastTrack center engagement process is divided into the 4 processes. Services delivered will be adjusted to the desired end state for the customer.
*data migration guideance is provided for all customers. The data migration benefit is avaialable only for customers with 150+ seats.
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9. 10/24/2017 9:55 AM
Engagement phases FastTrack Center engagement will guide you through this process
Initiate
Assess
Remediate
Enable
Data migration
Initiate
The FTC will lead a kick-off meeting to initiate the process and ensure alignment of the desired outcome and begin planning to drive use of the service.
Assess
Engage your adoption team in interactive success planning calls to identify areas to plan for successful adoption. The FTC will work with your IT team to evaluate your source system and formulate required remediation activities to progress.
Remediate
The customer completes the remediation tasks based to meet the requirements for onboarding, adopting, and migrating each service as needed. The FTC will jointly verify the outcomes of the remediation activities to make sure you’re ready to proceed.
Enable
In this phase the FTC will help you configure the core infrastructure for service consumption, provisioning Office 365, and conducting the activities to drive service adoption. The activities complete the phase support your selected technical workloads to meet your desired outcomes.
Data migration
The FTC provides guidance on steps for data migration to Office We help you by using a combination of tools, documentation, and guidance, and by performing configuration tasks where applicable and feasible.
The data migration services are available to customers with 150 or more seats of Office 365.
Initiate— During this phase, we discuss the onboarding process, verify your data, and set up a kick-off meeting .
This includes working with you to understand how you intend to use the service and your organization’s goals and plans to drive usage of the service. This includes working with you to understand how you intend to use the service, your organization’s goals and plans to drive usage of the service.
Assess— 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 leverage to enable your organization.  We support you in success planning and provide feedback on key areas where extra focus is needed.
Microsoft works with you to assess your source environment and the requirements. Tools are run to gather data, and Microsoft guides 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.
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10. Core Onboarding Activities Microsoft-provided onboarding support for eligible customers by phase
Initiate activities
Work with you to understand your intent, organizational goals, and usage plans for the service.
Work with you to begin onboarding.
Define which eligible services you want to onboard.
Setup initial kick-off meeting with customer and partner resources.
Define, organize, and run checkpoint meetings to drive on-going progress to completion of the onboarding cycle.
Begin review of your FastTrack Success Plan to ensure alignment on scope of the engagement.

11. Core Onboarding Activities Microsoft-provided onboarding support for eligible customers by phase
Assess activities
Hold a success planning call to help you with successful user adoption.
Provide an administrative overview.
Provide guidance about:
DNS, network, and infrastructure needs.
Client needs (Internet browser, client operating system, and services' needs).
User identity and provisioning.
Enabling eligible services that have been purchased and defined to be part of the onboarding.
Driving successful service adoption and value.
Establish the timeline for remediation activities.
Provide data migration if the FastTrack Center data migration service is used and if you meet eligibility.
Provide a remediation checklist.
Assess current messaging infrastructure, including:
Overall mail flow and routing principles.
Client access (including existing published client-access endpoints).
Source messaging environment for integration needs.
Assess the existing SharePoint 2013 or SharePoint 2016 infrastructure including:
Prerequisites for SharePoint Online Hybrid.
On-premises infrastructure readiness for SharePoint Online Hybrid features.
Access to required SharePoint Online endpoints.
Audiences for OneDrive for Business Hybrid.
Assess the existing Lync or Skype for Business Online infrastructure including:
Supported Skype for Business client deployment strategy.
Access to endpoints.
Connection quality.
Bandwidth estimates.
Prerequisites to support split domain server configuration.
Readiness of identified users to move onto Skype for Business Online.

12. Core Onboarding Activities Microsoft-provided onboarding support for eligible customers by phase
Remediate activities
Hold conference calls with you according to the agreed schedule to review the progress of the remediation activities and success planning.
Assist with running tools to identify and remediate issues and help with interpreting the results.
Review progress meeting provided assessment checklist outcomes.
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 help you make the service available to your organization and drive usage across the services.

13. Core Onboarding Activities Microsoft-provided onboarding support for eligible customers by phase
Enable activities
Evaluating progress on success planning and determining what further assistance you need.
Activation of your Office 365 tenant.
Configuration guidance for TCP/IP protocols and firewall.
Configuration guidance of DNS for eligible services.
Validation of connectivity to Office 365.
Setup of users with one of identity options. FastTrack will help guide to the option that meets your needs.
Cloud identities with unique Office 365 accounts.
Synchronized Identities with Office 365 accounts synchronized from your on-premises Active Directory with Azure AD Connect (Synchronization services). These are for customers with:
A single Active Directory forest environment.
Supported multi-forests Active Directory topology. For supported topologies, see Source Environment Expectations.
Federated identities with Office 365 accounts that are:
Synchronized from Active Directory with the Azure AD Connect tool for customers with:
A single Active Directory forest configuration.
A single Active Directory account forest (also known as a "logon forest") and a single Active Directory resource forest configuration.
Configured with an on-premises Active Directory Federation Services (AD FS) infrastructure which is:
Federated with a Windows Server 2012 R2 AD FS role from your on-premises Active Directory.
Federated with Active Directory Federation Services (AD FS) 2.0 onward from your on-premises Active Directory.
Testing single sign-on (SSO) functionality if deployed.
Driving successful service adoption and value.

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Service Onboarding Support - Enable Microsoft-provided service onboarding support for eligible customers
Exchange Online onboarding guidance
SharePoint Online onboarding guidance
OneDrive for Business onboarding guidance
Office 365 ProPlus onboarding guidance
Creation and/or update of auto discover and sender policy framework records in Domain Name System (DNS).
Configuration of the messaging setup to enable routing between source messaging system and Office 365 environments.
Configuring hybrid setup either between single on-premises Exchange organization and Office 365 or between multiple on-premises Exchange organizations and Office 365.
Setting up user provisioning including licensing.
Enabling site creation for customer admin.
Planning site collections.
Securing content and managing permissions.
Enabling personal sites and social features.
Configuring SharePoint Online features.
Evaluating the on-premises SharePoint farm infrastructure configuration needed for Hybrid .
Using tools and automation to:
Configure on-premises cloud search service applications.
Configure trust between SharePoint on- premises and cloud environments.
Configuring on-premises SharePoint sites to use SharePoint Online Hybrid features.
Identifying the on-premises SharePoint version and integration options.
Selecting a rollout option:
Just-in-time rollout.
Staged rollout (sequenced and phased).
Preparing the on-premises environment for OneDrive for Business deployment:
Identifying the correct OneDrive for Business sync client.
Configuration of DNS, network ports, and firewall.
Setting up SharePoint Online audiences to control and govern who gets OneDrive for Business.
Deploying the OneDrive for Business sync client to desktops.
How to configure SharePoint Online Hybrid OneDrive for Business redirection (SharePoint 2013 and SharePoint only)
Reviewing the Office 365 ProPlus subscription plan.
Installing Office 365 ProPlus from the Office 365 portal using Click-to-Run.
Installing Office Mobile Apps (Outlook, Word, Excel, PowerPoint) on your iOS, Android, or Windows Mobile devices.
Configuring update settings using the Office Deployment Tool or Group Policy templates.
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 System Center Configuration Manager, including assistance with the creation of System Center Configuration Manager packaging.
See more detail in the Service Description
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15. 10/24/2017 9:55 AM
Service Onboarding Support - Enable Microsoft-provided service onboarding support for eligible customers
Skype for Business Online onboarding guidance
Project Online onboarding guidance
Yammer onboarding guidance
Provisioning Skype for Business identities for Office 365.
Enabling online conferencing, instant messaging (IM), and presence.
Creating up to 10 accounts for supported room system devices.
Configuring a split domain server environment to support Lync hybrid or Skype for Business Online hybrid scenarios (if applicable).
PSTN Conferencing:
Enabling PSTN with Microsoft Conference Calling.
Organization setup for conference bridge default settings.
Assignment of a conference bridge to licensed users.
Cloud PBX:
Enabling Skype for Business Cloud PBX with Microsoft PSTN Calling guidance onboarding (US only).
Assignment of numbers to licensed users.
Local number porting guidance through UI up to 999.
Local number porting SR support over 999.
Skype Meeting Broadcast:
Enabling Skype for Business Meeting Broadcast onboarding guidance.
Organization setup for federation with Meeting Broadcast service.
Reviewing the Project Online subscription plans.
Verifying basic SharePoint functionality.
Adding the Project Online service.
Adding users to Project Online including ERP Sync.
Verifying basic Project Online functionality by creating a project
Converting your single Yammer Basic network into a single Yammer Enterprise network.
Project Online Professional and Project Online Premium onboarding guidance
Downloading and installing Project Online Desktop Client from the portal.
Configuring Update Settings using the Office Deployment Tool or Group Policy templates.
Setting up a single on-site distribution server for Project Online Desktop Client, including guidance for creating a configuration.xml file for the Office Deployment Tool.
Connecting Project Online Desktop Client to Project Online.
See more detail in the Service Description
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Customer/Partner Responsibilities Depending on environment, these are the activities you may need to perform
General activities
Develop and implement your success plan.
Provide any enhancements and integrations to your Office 365 tenant beyond the configurable options listed in this article.
Provide overall program and project management, including:
Assigning a project manager as the primary contact for the FastTrack Manager.
Assigning a technical lead as the primary contact for the FastTrack Engineer.
Assigning technical resources to perform remediation, configuration, and enablement tasks as outlined by the FastTrack team.
Provide resources accountable for driving end user adoption of the service.
Provide end-user communications, documentation, training, and change management.
Identify and engage appropriate business sponsors.
Provide helpdesk documentation and training.
Produce any reports, presentations, or meeting minutes that are specific to your organization.
Create architectural and technical documentation specific to your organization.
Design, procure, install, and configure hardware and networking.
Procure, install, and configure software.
Configure, package, and distribute client software required for Office 365.
Manage, configure, and apply security policies.
Activate mobile devices.
Provide network configuration, analysis, bandwidth validation, testing, and monitoring.
Alter the network to provide necessary bandwidth for Skype services.
Manage a technical change management approval process and create supporting documentation.
Specify and define group policies for user, workstation, and server management.
Modify your operational model and operation guides.
Set up multi-factor authentication (MFA).
Decommission and remove source environments (like messaging and collaboration).
Construct and maintain your test environment.
Install Lync 2013 or Skype for Business Online 2015 admin tools and service packs to support split domain configuration.
Install service packs and other required updates on infrastructure servers.
Provide and configure any public Secure Sockets Layer (SSL) certificates.
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17. 10/24/2017 9:55 AM
Customer/Partner Responsibilities Activities you may need to perform for each engagement phase
Assess phase
Remediate phase
Identify appropriate stakeholders (including a project manager and business owners) to complete the necessary assessment activities.
Provide Microsoft with access and permissions to necessary infrastructure (if you choose to).
Participate in the meetings to create the remediation checklist, and contribute to the overall plan, including infrastructure, network, administration, directory synchronization preparation, network security, and federated identity topics.
Participate in the meetings to outline the user-provisioning approach.
Participate in the meetings to plan online service configuration.
Create support plan for migration readiness.
Participate in the success planning call to outline:
The right stakeholders for the engagement.
Scenarios to fit the needs and goals across your organization.
An organizational awareness and training plan.
Perform required steps to complete remediation activities identified in the Assess phase.
Participate in checkpoint meetings on remediation and success planning to:
Define business scenarios.
Define and engage stakeholders.
Build an awareness plan.
Build a training plan.
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Customer/Partner Responsibilities Activities you may need to perform for each engagement phase
Enable phase
Work with Microsoft to complete onboarding of all eligible services and:
Implement an awareness plan.
Implement a training plan.
Provide success planning progress and determine areas where you need help.
Provide Microsoft with access and permissions (if you choose to have Microsoft do configuration tasks).
Manage resources as appropriate.
Configure network-related items per guidance from Microsoft.
Perform directory readiness and configure directory synchronization per guidance from Microsoft.
Populate on-premises Active Directory objects with mail-related attribute values from third-party directories.
Configure security-related infrastructure (such as firewall ports) per guidance from Microsoft.
Implement appropriate client infrastructure.
Implement a user-provisioning approach per guidance from Microsoft.
Enable various services per guidance from Microsoft.
Get an Apple ID, if you're configuring a Mobile Device Management.
Update your Apple Push Notification Service (APNS) certificate.
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19. User Adoption Direct engineering support to help you plan user adoption of Office 365 in your organization
FastTrack Center will provide customers with guidance, resources, and best practices on how to plan for successful Office 365 adoption.
Adoption planning is provided as a remote service by Microsoft FastTrack engineers.
Planning service is integrated into the phases of the engagement process.
Adoption planning begins in the initiate phase and continues through the engagement.
Available for all customers with 50+ seats of plans.

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Adoption Planning Assistance Microsoft-provided support for eligible customers
Delivered throughout the engagement
Assess
Assess customer against success factors. Identify remediation steps.
Remediate
Complete remediation activities and resolve any success blockers
Enable
Onboard to in-scope services & complete adoption activities per success plan
Migrate
Migrate mailboxes & other content
(if needed)
Success Review
Evaluate customer’s success to date and identify opportunities for further value
Ensure customers awareness of the factors for successful adoption:
Stakeholders
Scenarios
Awareness and Communication
Training
Roll-out Planning
Provide you with best practices and guidance to develop your plan for adoption
Provide you with content to help jumpstart your project:
Adoption methodology
Office usage scenarios
Awareness kit
User training
Plan templates
Check in with you regularly as you build your adoption approach
Introduce you to partners who can help further (if required)
We have an adoption planning assistance offering already in the FTC today (since mid-August)
FM talks about the importance of adoption as part of Initiate
FM runs something called a ‘success workshop’ with the customer
Covers what the ingredients of successful adoption are:
Right stakeholders
Scenarios
Awareness activities
Training
Having a plan to do the previous 4 :)
Directs customer to resources that’ll help them do each of those things (on fasttrack.office.com)
FM follows up with customer to find out whether they’re doing these things
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21. Data Migration Engineering guidance and services to help migrate selected data to Office 365
Microsoft makes data migration guidance and tools available to all eligible customer for Office 365 services for Exchange, OneDrive for Business, and SharePoint Online.
For customers with 150+ seats of eligible plans the FastTrack Center also offers data migration services.
Data migration services are provided as a remote service by Microsoft FastTrack engineers and will be scheduled in available migration windows.

22. 10/24/2017 9:55 AM
Migration Services Microsoft-provided data migration support for customers 150+ seats
Mailbox migration
Migration schedule and operations
Microsoft will perform the following responsibilities for the migrations:
Provide standard template for scheduling mailbox migrations.
Provide information on required permissions for Microsoft personnel.
Collect pre-determined mailbox migration schedule in pre-determined format.
Perform pre-migration checks and provide pre-migration failure report. This report will provide a list of mailboxes that have a potential of failure during a migration time slot.
Attempt to perform migration of a single mailbox up to 2 times in a migration time slot before reporting that mailbox as a failed migration.
For Exchange and IMAP4 based source environments, migrate mailbox content up to 85 percent of the user mailbox storage limit as defined in the Office 365 service descriptions (e.g., if mailbox storage limit is 50GB, then Microsoft will migrate up to 85% of 50GB storage limit).
Enable SMTP mail routing coexistence between source messaging environment and Office 365 Exchange Online unless cutover migration is being used.
Provide post-migration reports.
Provide post-migration support for critical issues. Following are considered critical issues.
Data loss during migration.
Source environment becoming unavailable during migration.
Migration activities resulting in issues in the source environment.
Migration will be done on standardized prescheduled 24x5 basis in pre-defined time slots.
There are 3 migration time slots per migration day. There are 5 migration days in a week from Monday 2:00 AM UTC to Friday Midnight UTC meaning the last scheduled migration is Friday 8:00 PM UTC.
All migrations will use cloud-based migration tools.
All migrations will use remote, globally placed resources.
All migrations will require appropriate access and permissions to the source environment.
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23. Email Migration Microsoft-provided email data migration support for customers 150+ seats
Customer responsibilities
Complete Exchange Online onboarding via Microsoft Onboarding Center or pass the checks via FastTrack Center.
If applicable, fix pre-migration failures.
Provide access and permissions to the source environment as defined to Microsoft personnel so as to allow Microsoft to carry out migration activities.
Handle all communications with end users.
Ensure appropriate level of client software is installed as per Office 365 guidelines. Client software requirements for Exchange Online can be referenced at clients and mobile devices.
Support client-side migration issues. Run post-migrations operations when necessary.
Migrate client-side data if desired. This includes, but is not limited to local address books, data in local PST files, Outlook rules and local Outlook settings.
Validate SMTP mail routing coexistence between source messaging environment and Office 365 Exchange Online if applicable.
If applicable, reduce mailbox size below 85 percent of the target Office 365 mailbox limit.
Run the pre-migration checks script on the applicable mailboxes and remediate those that do not pass.
Handle actions from the post migration report, including mailboxes that did not move.
Provide schedule in defined method and list of specific mailboxes to migrate for each migration event at least 21 days in advance.
If applicable, fix post-migration failures and reschedule the mailboxes.
Add to the schedule, new or rescheduled mailboxes that are up to 10% of already scheduled mailboxes until 5 days prior to migration time slot. At that point this is the final schedule for the corresponding migration slot.
Engage in post-migration support for critical issues. Following are considered critical issues.
Data loss during migration.
Drop mailboxes from the schedule until 5 days in advance of migration time slot. At that point this is the final schedule for the corresponding migration slot.
Source environment becoming unavailable during migration.
Schedule a target average number of mailboxes in a 24-hour period.
Migration activities resulting in issues in the source environment.
Schedule a minimum of 35 mailboxes in a migration time slot.

24. Microsoft-Provided Mail Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
Exchange 2003/ Exchange Exchange Exchange 2016
Cutover migration
From source mailbox s
Mailbox rules
Delegates
Mailbox contacts
Calendar
Tasks
Public folders
External contacts
Mail-enabled users
Signature
Mailbox dumpster
Any that is 25MB or larger
Archive data
Rights managed or encrypted s
Corrupted items
Exchange 2003/2007
Staged migration
Distribution Lists and external contacts with directory synchronization
Exchange 2010/2013/2016 Organization
Migration with hybrid deployment
Any 25MB or larger
Journaling archive or any third-party archive solution

25. Microsoft-Provided Mail Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
Google Apps for Work Environment
Gmail, Contacts, and Calendar only
Cutover or Staged Migration
From source mailbox s
Mailbox contacts
Calendar
Labels
Rules
Delegates
Signature
Tasks
Any 25MB or larger
Archive data
Rights managed or encrypted
Corrupted items
Google hangouts
Novell GroupWise
Staged Migration
Mailbox Contacts
Personal Groups
Tasks (with limitations)
Documents
Distribution Lists and external contacts with directory synchronization
Proxies/Delegates/ACL conversion
Signatures
Contact Categories
Encrypted
Search Folders
Rights-managed or encrypted items
Calendar coexistence is not included

26. Microsoft-Provided Mail Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
IBM Lotus Domino
Staged Notes Migration
From source mailbox
s—last 90 days
Calendar—last 90 days and 1 year of future items
Mailbox contacts—all
Tasks—all
Rooms and resources—provided they are implemented with the standard template
Distribution Lists and external contacts with directory synchronization
Mail files, including shared mail files, must use the standard mail template
Signature
Mailbox rules
Delegates
Encrypted
Document links
Any that is 25MB or larger
Archive data
Corrupted items
Calendar coexistence is not included
IMAP4 Source
Migration using native IMAP tools s
Rules
Distribution lists
External contacts
Mail-enabled users
Mailbox contacts
Calendar
Tasks

27. OneDrive for Business Migration Service Microsoft-provided data migration support for eligible for customers 150+ seats
OneDrive migration
Migration schedule and operations
Supported source locations:
SharePoint Server 2013 or Foundation (New Offer: coming soon)
File shares, user specific.
Single Google Apps for Work environment (Google Drive only).
Box (Starter, Business, Enterprise)
Microsoft will perform the following responsibilities for the migrations:
Provide standard template for scheduling the migrations.
Provide information on required permissions for Microsoft personnel.
Collect pre-determined data migration schedule in pre-determined format.
Attempt to perform migration of as a single pass.
Provide post-migration reports.
Provide post-migration support for critical issues. Following are considered critical issues.
Data loss during migration.
Source environment becoming unavailable during migration.
Migration activities resulting in issues in the source environment.
Scheduling: SharePoint on-premises
Migration will be done on standardized prescheduled 24x7 basis in pre-defined time slot batches.
Each batch consists of two options:
First pass – completed during business hours Monday - Friday.
Second pass (incremental) – scheduled within a 48-hour off-hour window (typically a weekend).
Scheduling: Others
Migration will be done on standardized prescheduled 24x5 basis in pre-defined time slot batches.
There are 3 migration time slots per migration day. There are 5 migration days in a week from Monday 2:00 AM UTC to Friday midnight UTC meaning the last scheduled migration is Friday 8:00 PM UTC.
Operations: All
All migrations require appropriate access and permissions to the source environment.
All migrations subject to OneDrive for Business quotas outlined in SharePoint Online and OneDrive for Business: Software boundaries and limits.
The overall amount of migrated data will be bound to 75% of the overall SharePoint Online storage quota to which you are entitled (including the additional storage you may have purchased separately). .

28. OneDrive for Business Migration Service
10/24/2017 9:55 AM
OneDrive for Business Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
SharePoint Server 2013 (on- prem) My Sites
Multi-pass 1
1 Multi-pass requires a full content migration followed by an incremental migration after first pass user acceptance testing
Documents (up to 5000 per document library)
Items
Folders and folder structure
Versions (up to five (5))
Documents, folders, permissions, and sharing 
Workflows
Custom columns
Contents other than documents in the default My Sites Documents library
Checked-out or locked items
Files of certain types or files that exceed Office 365 service limits
File Shares
Individual File Shares Exclude NAS Appliances
File shares include: Windows Server 2008 and above; SMB— Server message block—only
Single pass migration
Documents
File and folder structure
User level file/folder permissions
Files under 2GB
Basic metadata (date created, modified date, last modified by*, created by*)
Directory synchronization configuration only
Sharing
Ownership history
Previous versions
Windows file/folder attributes (for example, Read Only, Hidden)
Windows file/folder special permissions and advanced settings
Corrupted documents
Conversion of embedded URLs/links in source documents
Files of certain types or files that exceed Office 365 service limits
Windows NTFS Auditing Configuration
Windows Advanced NTFS permissions
Additional file metadata provided by FCI
New Offer: coming soon
© Microsoft Corporation. All rights reserved.

29. OneDrive for Business Migration Service
10/24/2017 9:55 AM
OneDrive for Business Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
Single Google Apps for Work Environment Google Drive Only
Single pass migration
Google Sheets, Google Docs, Google Slides files, Google Drawings
Internal file sharing (if shared explicitly with user)
Files under 1.5GB
File and folder structure
User level file/folder permissions
Group level file/folder permissions
File metadata
Blocked or inactive users
Linked docs within Shared with Me area
Ownership history
Versions
Corrupted documents
External file sharing
Google Forms, Google Photos, Google My Maps and other connected apps
Trashed items
Labels (e.g., Favorites)
Folder colors
Files of certain types or files that exceed Office 365 service limits
Box (Starter, Business, Enterprise)
Documents
Internal file sharing (if shared explicitly with users and groups)
Files under 2GB
Folder and file metadata
Google native file types (migrated without conversion)
Box Notes (migrated without conversion)
Box apps
Inaccessible documents
Files of certain types or files that exceed Office 365 service limits
Box bookmarks
Comments
External users (permissions and metadata)
File and folder descriptions
Tags and Favorite labels
Lock file attributes
Advanced Box metadata
© Microsoft Corporation. All rights reserved.

30. SharePoint Online Team Sites Migration Service Microsoft-provided data migration support for eligible for customers 150+ seats
SharePoint Online team sites migration
Migration schedule and operations
Supported source locations:
SharePoint Server 2013 or Foundation (New Offer: coming soon)
File shares, user specific.
Box (Starter, Business, Enterprise)
Microsoft will perform the following responsibilities for the migrations:
Provide standard template for scheduling the migrations.
Provide information on required permissions for Microsoft personnel.
Collect pre-determined data migration schedule in pre-determined format.
Attempt to perform migration of as a single pass.
Provide post-migration reports.
Provide post-migration support for critical issues. Following are considered critical issues.
Data loss during migration.
Source environment becoming unavailable during migration.
Migration activities resulting in issues in the source environment.
Scheduling: SharePoint on-premises
Migration will be done on standardized prescheduled 24x7 basis in pre-defined time slot batches.
Each batch consists of two options:
First pass – completed during business hours Monday - Friday.
Second pass (incremental) – scheduled within a 48-hour off-hour window (typically a weekend).
Scheduling: Others
Migration will be done on standardized prescheduled 24x5 basis in pre-defined time slot batches.
There are 3 migration time slots per migration day. There are 5 migration days in a week from Monday 2:00 AM UTC to Friday midnight UTC meaning the last scheduled migration is Friday 8:00 PM UTC.
Operations: All
All migrations require appropriate access and permissions to the source environment.
All migrations subject to OneDrive for Business quotas outlined in SharePoint Online and OneDrive for Business: Software boundaries and limits.
The overall amount of migrated data will be bound to 75% of the overall SharePoint Online storage quota to which you are entitled (including the additional storage you may have purchased separately). .

31. SharePoint Online Team sites Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
SharePoint Server 2013 (on- prem) Team Sites
Note: Source site definitions that aren’t supported in a targeted site definition in SharePoint Online are automatically mapped to SharePoint Online Team sites. In these cases, only content is migrated and not site functionality. For example, meeting workspace site content is migrated to a regular Team site, but .
Note : Only managed metadata (term store) service application terms can be migrated in a single-pass migration. Incremental migration of these terms isn’t available. All other farm-level service applications are not migrated.
Multi-pass 1
1 Multi-pass requires a full content migration followed by an incremental migration after first pass user acceptance testing
Site title
Site logo
Site navigation
Site content types 2
Site columns
Managed metadata terms (up to 200K) 3
Site pages
Web parts (limited) 4
Site permissions and sharing
Site property bag  5
SharePoint 2010 and 2013 declarative workflows 6
Document libraries and documents – Up to 5,000 documents per library
List and list items – Up to 5000 items per list
Document library and list views
Managed metadata columns
Document and list item versions (up to five (5) in total) 7
Document and list item permissions and sharing
InfoPath forms (declarative)8
Full-trust code or add-ins
Third-party components – (including full-trust code and add-ins)
Sandbox solutions or web templates
Unghosted or customized pages
Workflow running instances or workflow history
Alerts
Hidden lists or libraries
List templates
Recycle Bin (both stages)
Access request list
Usage reporting
Checked-out or locked items with no checked-in version
Files in draft version
Custom list forms (view/add/edit)
Publishing sites and associated publishing features and data
Site branding, themes, design packages, and definitions
Site settings
Search settings
Information management policies
Information Rights Management (IRM) settings
Anonymous sites or pages
SQL reporting services reports
Items that are hidden (for example, the name starts with “_” ) 
Web application settings
Excel or Access services
Custom user profile properties or values
Any SharePoint service application settings and data not listed in scope
Files of certain types or files that exceed Office 365 service limits 
New Offer: coming soon
2 Content type hub  can be migrated. However, if the content types are deployed through a feature, it’s done on a case-by-case basis depending on the content type definition.
3 Managed metadata is migrated on-time to the destination term store in Office 365. Incremental migration of terms over time isn’t provided.
4 Web parts not available in SharePoint Online are not migrated. Some web parts may not migrate based on their specific configuration or environment dependencies. Sites containing web parts which don’t migrate will not be remediated or re-migrated.
5 This item can impact migration velocity and may be required to be out of scope based on pilot migration testing.
6 SharePoint Designer workflow definitions can be migrated, but any existing instances or data within the workflow cannot. Reusable workflows aren’t migrated. Workflow definitions may contain workflow activities and configuration which needs post-migration remediation to function. Remediation is not provided by the FastTrack Center.
7 Migrating version history can greatly impact migration velocity and target site quota. We recommend against migrating previous versions.
8 InfoPath forms are migrated as-is and aren’t remediated during migration. Out of scope common post-migration remediation includes:
a. Updating InfoPath form template (XSN) files with new form template locations and updating for submit target settings. 
b. Refactoring dependencies on service endpoints not available from the SharePoint Online environment.
© Microsoft Corporation. All rights reserved.

32. SharePoint Online Team sites Migration Service
Source Environment
Type of Migration
Will Migrate
Will Not Migrate
File Shares
Individual File Shares Exclude NAS Appliances
File shares include: Windows Server 2008 and above; SMB— Server message block—only
Single pass migration
Documents
File and folder structure
User level file/folder permissions*
Group level file/folder permissions*
Files under 2GB
Basic metadata (date created, modified date, last modified by, created by)
Overall content migrated should not exceed 75% of the remaining SharePoint storage quota
*Directory synchronization configuration required
Sharing
Ownership history
Previous versions
Windows file/folder attributes (for example, Read Only, Hidden)
Windows New Technology File System (NTFS) special permissions and advanced settings
Corrupted/inaccessible documents
Conversion of embedded URLs/links in source documents
Files of certain types or files that exceed Office 365 service limits
Windows NTFS Auditing Configuration
Windows Advanced NTFS permissions
Additional file metadata provided by File Classification Infrastructure (FCI)
Box (Starter, Business, Enterprise)
Internal file sharing (if shared explicitly with users and groups)
User level file/folder permissions
Group level file/folder permissions
Folder and file metadata
Google native file types (migrated without conversion)
Box Notes (migrated without conversion)
Box apps
Blocked or inactive users
Versions
Inaccessible documents
Trashed items
Box bookmarks
Comments
External users (permissions and metadata)
File and folder descriptions
Tags and Favorite labels
Lock file attributes
Advanced Box metadata
For more information, see Introducing Metadata: Bringing Context to Your Content
© Microsoft Corporation. All rights reserved.

33. Additional Benefits Enhanced FastTrack services to assist our largest enterprise customers
Customers who purchase at least 20,000 licenses for an Office 365 tenant are eligible for FastTrack Center additional services.
These additional services increase the FastTrack benefits available to the eligible customers.

34. Additional Benefits: Core Onboarding Available to customers with 20k+ eligible licenses
Enablement of additional capabilities as required:
Geo-redundant AD FS
Provide standard reference architecture design for a geo-redundant AD FS topology spanning two (2) data centers. The standard architecture provides for:
Federated authentication for services in scope for the FastTrack Center Benefit.
Single site resiliency.
High availability and failover.
Sizing guidance.
Provide guidance on using Windows Internal Database and SQL Server as the database instance for the AD FS farm.
Validate the establishment of federated authentication for each forest in scope.
Confirm federated authentication functionality for up to 10 users.
AD FS deployments are in scope for additional benefit eligible customers with multiple Active Directory forest configurations.
AD FS client access policy
Review the policies and configuration required to secure Office 365 resources.
Provide guidance and assistance with configuring the AD FS client access policy for identified client access scenarios within the boundaries of supported scenarios. For more information, see Limiting Access to Office 365 Services Based on the Location of the Client.
Validate federated authentication functionality with modified client access policies for identified access scenarios with configuration up to 10 users.

35. Additional Benefits: Service Onboarding Available to customers with 20k+ eligible licenses
Enablement of additional capabilities as required: Exchange
Exchange Unified Messaging
Provide guidance on required configuration on Exchange Online to enable up to 10:
UM dial plans, mailbox policies, Auto attendants.
Provide guidance for the on-premises Lync or Skype for Business environment configuration in order to enable UM and specifically target:
Exchange Online hosted policies, hosted voice mail policies, auto attendant contacts and Outlook voice mail to redirect users to Exchange Online, assist with the creation of the Service Location (SRV) records as required for federation.
Public folder coexistence
Provide guidance on single public folder tree coexistence, including:
Public folder preparation in Exchange 2007, 2010, and 2013.
Windows PowerShell cmdlets needed to synchronize the Exchange 2007, 2010, and 2013 public folder hierarchy with Exchange Online.
Exchange Online configuration to redirect public folder access to on-premises public folders.
Configuration of access to public folders from Exchange Online to a single Exchange 2007, 2010, or 2013 on-premises environment.
Assisting access validation to the public folder environment for up to 10 users in Exchange Online.

36. Additional Benefits: Service Onboarding Available to customers with 20k+ eligible licenses
Enablement of additional capabilities as required: Exchange
Mail-enabled application integration guidance
Provide guidance templates for:
Mass mailing applications.
Applications that route s through Exchange.
Applications that use Exchange mailboxes.
Applications that require third-party or custom components to be installed on Exchange servers.
Mailbox migration planning and grouping
Provide guidance in creating a migration plan, including:
Grouping users and resources in batches.
Coordinating the deployment of required software packages with migration batches.
Guidance to create a communication plan to end users.
Coordination of size of migration batches, error rates, and expected helpdesk assistance.
Provide guidance in grouping user and resource mailboxes in batches by type, business function, and delegate access based on relevant information given by the customer.

37. Additional Benefits: Service Onboarding Available to customers with 20k+ eligible licenses
Enablement of additional capabilities as required: Office 365 ProPlus
Application Compatibility Inventory and Assessment
Provide guidance and assistance configuring Office Telemetry to help you discover business-critical Office documents and solutions in use within the organization, including:
Enabling Office Telemetry for Office 2013 and later clients
Deploying and enabling Office Telemetry agents for older Office clients (Office 2003, Office 2007, and Office 2010)
Enabling telemetry agents for event monitoring using group policy
Deploying the telemetry processor and database for inventory and usage reporting (Requires a file share location to store telemetry data and a server running SQL Server 2005 or later to submit processed data to.)

38. Enhanced Adoption Services
10/24/2017 9:55 AM
Additional Benefits: Adoption Service Available to customers with 20k+ eligible licenses
Initiate
Find right person, qualify intent, define success
Initiate meeting
Assess
Is customer set up for success?
Success Planning Workshop, Begin adoption planning
Remediate
Fix gaps between customer and success
Commit Resources, Finalize adoption planning, Check in on progress
Enable
Execute success plan
Check in on progress,
Execute on Plan
Review Success
Ready to do more?
Check in on progress, Measure, Iterate, handover, & close
FastTrack provides
Deeper coaching and guidance on the Customer Success Factors
Stakeholders | Scenarios | Awareness and Communication | Training | Roll-out Planning
Facilitation in defining the intended outcomes and scenarios
Enhanced guidance in creation of the customer adoption plan
The enhanced engagement delivers the following for the customer
Known best practices & customer examples for adoption
Available resources to assist adoption
Philosophy to drive sustained adoption of services
Enhanced Adoption Services
Enhances the depth of engagement for adoption planning services provided by FastTrack
The FastTrack adoption service doesn’t provide communication or training execution or develop customized adoption assets – these are available from partners or MCS offers
© Microsoft Corporation. All rights reserved.

39. Customer/Partner Responsibilities Activities you may need to perform for additional benefits
Additional responsibilities
You have the following responsibilities during onboarding. These are in addition to the responsibilities defined in the Your Responsibilities section.
Assign and manage resources according to the project plan.
Take timely action to mitigate risks and resolve issues raised by the customer, partner project managers, and the FastTrack Manager.
Review status reports and act accordingly.
Assign an operational sponsor or lead with a decision-making authority to run the steering committee.
Assign an executive sponsor to work with the Microsoft executive sponsor.
Establish a monthly steering committee meeting.

40. 10/24/2017 9:55 AM
Summary
FastTrack is our customer success service for Office 365, beyond initial onboarding.
An ongoing & repeatable benefit for the life of customers’ subscription.
FastTrack.microsoft.com: a single FastTrack web experience for customer success.
The FastTrack Center: now allows Office 365 customers to request assistance directly from the service.
The FastTrack Center has also expanded to include workloads beyond Office 365, including Microsoft Intune, Azure Active Directory Premium, and Azure Rights Management for customers with 150 licenses and above.
Customer Success Plans: part of the FastTrack web experience, enables collaboration among field, partners and customers in planning service rollouts across Office 365, EMS, Azure, and Dynamics CRM. 
Our commitment to customer success is unwavering, and FastTrack is a great example of that. In the past, FastTrack was mostly associated with the Deployment stage of O365 – the FastTrack methodology for O365 Deployment and our Onboarding Center.
FastTrack was introduced in FY14 as an Office 365 deployment methodology to accelerate and streamline the effort to onboard customers to Office 365. In FY15 FastTrack was significantly enhanced and became a benefit of the Office 365 enterprise offerings. Specifically, provisioning of Office 365 workloads including Exchange, SharePoint, Lync, Office 365 Pro Plus, and Yammer were delivered by Microsoft’s Office 365 Onboarding Center.
Built on that success, we are expanding FastTrack to become our customer success service designed to help businesses move to Office 365, smoothly and with confidence, and realize business value faster.
© Microsoft Corporation. All rights reserved.

42. Change Notes: September 2016 Key changes from prior published version
Expanded data migration service
SharePoint Server 2013 on-premises to OneDrive for Business / SharePoint Online migration service as new offer coming soon.
Box to SharePoint Online migration service.
SharePoint Online service onboarding expansion
SharePoint hybrid configuration guidance for SharePoint 2013/2016.
Office mobile apps service onboarding expansion
Deployment guidance for IT to connect users to the Office mobile apps.

43. Change Notes: April 2016 Key changes from prior published version
Expanded data migration service
Box to OneDrive for Business migration service.
New plan eligibility
Power BI stand-alone plan eligibility.

44. Change Notes: March 2016 Key changes from prior published version
Expanded languages
4 languages added – Korean, Traditional Chinese, Thai, & Vietnamese.
Adoption Planning Services
Updated details to reflect delivery occurring across the engagement process and not just a stand-alone phase of the delivery.
Yammer onboarding
Yammer onboarding activities updated to reflect recent product update to include the service automatically, results in the removal of onboarding tasks which are no longer required for integration.
Microsoft Responsibilities
Realigned to map to FastTrack Center engagement phases and then by service specific configurations.
Customer Responsibilities
Realigned to map to FastTrack Center engagement phases.