Contents
Becoming a cloud pro 2
But what about the IT pro? 2
Cloud pro diversity 3
Cloud pro skills 3
The Office 365 cloud pro 5
Living in a tenant world.5
The rapid pace of change.6
Preparing the network.8
Getting started with Office 365 9
Beyond the browser with Office 365 11
Microsoft Windows PowerShell fundamentals 13
Cmdlets 14
Objects and variables 16
The pipeline 18
Collections 20
Prepare your environment for Office 365 PowerShell 21
Office 365 PowerShell Requirements 21
Install the client components 21
How to connect via PowerShell.22
Connect to Office 365 (Azure Active Directory) 23
Connect to SharePoint Online 24
Connect to Exchange Online 24
Connect to Skype for Business Online 25
Connect to the Security & Compliance Center 25
Remove sessions 26
Connect to all Office 365 services in the same session 26
Work with Office 365 using PowerShell.28
Work with Office 365 and Azure Active Directory 29
Work with SharePoint Online 41
Work with the Security & Compliance Center 50
Azure Active Directory 52
What is Azure Active Directory? 52
Azure Active Directory vs. on-premises Active Directory 54
Azure Active Directory Domain Services 57
Custom domains 58
Azure Active Directory service tiers 60
Identity scenarios 62
Cloud-only identities 62
Synchronized identities 63
Federated identities 64
Identity sync with Azure Active Directory Connect 68
Azure AD Connect overview 68
Design choices 69
Topologies 73
Prepare for sync 74
Deploying AD Connect 76
Running a sync 78
Configuring identity federation with Office 365.79
A brief intro to Active Directory Federation Services 79
Deploying AD FS for Office 365 80
Configuring Office 365 for federation 81
Switching back to managed identities 84
SharePoint Online architecture.86
SharePoint Online vs. SharePoint Server on-premises 87
SharePoint Online architecture 101 89
Understanding licensing, update channels, and tenant types 90
Configuring SharePoint Online 91
Provisioning SharePoint Online 92
Configuring 93
Configuration checklist 95
Site Collection administration 96
Site Collection user permissions 99
Site collection administrators and site owners 99
People and groups 100
PowerShell for configuring SharePoint Online 102
Administrators and owners 112
Site collection life cycle 114
Managed Metadata Service.116
Search settings.119
Immediate crawl 119
Search schema 119
Query suggestions 120
Usage reports 121
Office 365 and the client 123
Supportability 124
Interacting with Office 365 on the client 124
Networking 126
Managing OneDrive for Business 127
What is OneDrive for Business? 127
A tale of two clients 131
Managing OneDrive for Business 132
Restricting OneDrive for Business sync to safe domains 135
Managing Office ProPlus 136
Deploying Office ProPlus 137
How Office ProPlus updates are released 145
Configuring update channels for users 148
Protecting your data through Mobile Device Management for Office 365 148
What is mobile device management? 149
Options for mobile device management 150
Configuring Mobile Device Management for Office 365 155
Hybrid Office 365 scenarios and considerations 164
Overview of hybrid options 164
Identity synchronization is foundational! 166
Hybrid considerations 166
SharePoint hybrid solutions 172
Overview of hybrid capabilities in SharePoint 172
The problem of query federation 172
One-way, outbound, classic hybrid search 173
One-way, inbound, classic hybrid search 174
Two-way classic hybrid search 175
Hybrid search via the Cloud SSA 175
One-way inbound hybrid BCS 179
Additional hybrid options 180
Prerequisites for SharePoint hybrid 181
Publishing on-premises applications through Azure AD 182
Application options in Azure AD 183
Publishing on-premises applications with the Azure AD Application Proxy 186
Surfacing on-premises data through Power BI .191
The on-premises data gateway 192
Deploying the on-premises data gateway 194
Publishing data through the on-premises data gateway 195
Socializing in the cloud world 202
Traditional social capabilities 202
Yammer.203
The Yammer difference 204
Yammer capabilities 204
Updating social feeds 205
Yammer add-ins 206
Office 365 Groups .207
Mobile parity 208
Office 365 Groups configuration and management 208
Managing Office 365 Groups 214
Diving into Delve.216
Office 365 Graph 217
Delve 217
Office 365 Video Portal 226
Video file formats 228
Configuring the Office 365 Video Portal 228
Video Portal management 229
Know your roadmap 230
Service assurance 232
Service compliance reports 234
Trust documents 235
Audited controls 235
Permissions 236
Alerts 240
Working with basic alert management 240
Manage advanced alerts 240
Governance.249
Planning 249
Governance roles 251
Change control 252
Tenant governance 255
Use a methodology 262
Requirements phase 263
Preliminary Design phase 265
Final Design phase 267
Test phase 267
Go Live phase 267
Migration scenarios and scope.268
Start with an information architecture 268
The easiest migration is no migration 268
Test migrations 269
Use a Big Bang approach or migrate gradually? 270
Determining the right tools for the job 270
Migrating SharePoint and My Site content.271
What won’t migrate? 272
What about My Sites? 273
Migration gotchas 274
Migrating file shares: Should I or shouldn’t I? 277
Dealing with source material after a migration 278
Search-first migrations 278
Change management and communication.279
Communication 280
Running a migration project .282
Index 285
Introduction
From the beginning of this project, Brian and I wanted to create a book that would highlight how IT Pros would need to become Cloud Pros. At the same time, we wanted to give newer Microsoft Office 365 professionals a solid guide for implementation. We knew this book couldn’t be a comprehensive guide, or it would turn into a large volume that would soon be outdated. Instead, we wanted to keep the book fresh and relevant, and only discuss topics that aren’t likely to change or are brand new. Where technologies are likely to change, we referenced the best starting points for you, the reader. Some topics are very technical in nature and highlight the technical skill needed to transition from IT Pro to Cloud Pro. Others, such as migration, are more process-focused and underscore the need for Cloud Pros to be aware of proper project planning and methodologies .The cloud requires us to be both technical and business savvy.
Although it’s focused on IT Pros, this book is for anyone who is responsible for designing, configuring, implementing, or managing an Office 365 deployment. This book will help you understand what your team is up against when it comes to your Microsoft SharePoint Online, OneDrive for Business, or hybrid deployment. Also, it will discuss additional technologies and concepts that underlie Office 365 but aren’t readily apparent, such as Azure Active Directory (Azure AD), Security & Compliance, and lots of Windows PowerShell. However, this book rarely issues prescriptive guidance—you should use the online Microsoft resources for that.Our goal is to help you think through the various design points so that you can make the right decisions for your company.
This book assumes you have a working knowledge of SharePoint Server 2013 and SharePoint Online administration, or that you have access to that information.It also assumes you have a working knowledge of Office 365 fundamentals, such as how to work with users and navigate the administration centers.We assume you understand most networking concepts, such as DNS, firewalls, routing, and proxy servers, along with the how-to of those concepts. Newer areas of technology (many of which many IT Pros lack experience with or are weak in) are covered in more technical detail than other, better-known topics.
Finally, we often “deep dive” into a single, specific area to show the logic of being a Cloud Pro.Because there isn’t room in any book to dive deeply into every area of Office 365, you should pay attention to how, in these deep dives, we go about solving problems and not just focus on how we solve that specific problem.