Small Business Administration and Technical Consulting

BPOS to Office 365 Transition

December 24, 2011

Microsoft Online Services Transition (Executive Summary)

http://www.microsoft.com/online/transition-center.aspx

  • Who = you may do this or ask for help
  • What = details before
  • When = do 1 & 2 now, takes 15 mins.

 

1. Preparation online through MOCP.microsoftonline.com

WHO: Admins or Business Owners do this

WHAT: Confirm Microsoft has your contact information

WHEN: Now takes about 5 mins.

Provide Microsoft your transition contacts

  1. Sign in Microsoft Online Customer Portal (MOCP) this one:  https://mocp.microsoftonline.com
  2. Subscriptions > Actions > dropdown menu Edit Services Details > Go
  3. Service Activation >Next >Service Administration.
  4. WHAT: Technical Contact is displayed in the E-mail address field; please update this field with your Partner if you use one, otherwise it is your IT Generalist for your organization.
  5. Next > Review > Finish
  6. Finally, please Add to the Safe Senders list  “email.microsoftonline.com“

 

2. Preparation at the Domain Registrar (at least 48 hrs. prior)

WHO: Business Owners do this

WHAT: Add new connections at Domain Registrar

WHEN: When you have 15 mins. within the next 2 days

  1. Update Domain

a. CNAME (Alias)

  1.           Host: autodiscover
  2.           Point to: autodiscover.outlook.com

b. Add 2- Lync settings for VoIP

Create these DNS records to configure your domain to use Microsoft Lync Online for instant messaging. Depending upon your registrar, you may have access to add these settings or not   

 

 

Type:  SRV        

Service:  _sip

Protocol:  _tls

Port:  443

Weight:  1

Priority: 100

TTL: 1 Hour

Name: yourDomain.com

Target: sipdir.online.lync.com
Type:  SRV        

Service: _sipfederationtls

Protocol:  _tcp

Port:  5061

Weight:  1

Priority: 100

TTL: 1 Hour

Name: yourDomain.com

Target: sipdir.online.lync.com

3. Prep Computers

WHO: Users can do this

WHAT: Check computers for hardware and software updates

WHEN: Now take about 15 mins. To check YOUR computer, then the others.

  1. 1.       Upgrade clients: check your email for the Office365 address and use that to login to run Service Connector

a. Outlook 2003 will not work; Office 365 comes with Outlook Web App otherwise, install Outlook 2007 or 2010

b.Internet Explorer 6.0 has to be upgraded to at least 7

  1. Reset BPOS password and login at http://portal.microsoftonline.comwith BPOS username and password.
    1. At the right under Resources click on Download run Set up configure your Office desktop apps
    2. This prepares the desktop for Office 365 security and Outlook configuration with autodiscover.
    3. Leave the Single Sign-On (icon that looks like a blue snowflake) installed and run again AFTER transition. This will clean up any remaining security settings from BPOS to end password prompt.

Step ONE More info

 


Step TWO More info

Use these resources during and after your transition process

Microsoft Online Services transition planning for administrators: What to expect during transition

Download a sample welcome email > and Download the Office 365 welcome kit >

Get Help

 

Frequently Asked Questions

Read these frequently asked questions for more information

Transition forum

Visit our forum to learn more about transition

Transition blog

Read up on the latest transition news

Help articles

Get detailed information regarding transition

Engage a partner

Partners can guide you through your transition

Support

Find help 24 hours a day, seven days a week

 

http://www.microsoft.com/online/help/en-us/helphowto/8939e90a-59dc-4f0f-aec0-19a899c0af75.htm

*If you find you cannot wait, please plan appropriately before you decide to do it yourself. This is an unsupported activity; however here are the steps. NOTE this will interfere with mail delivery: http://support.microsoft.com/kb/2601510