Appendix B - FastTrack Center Additional Benefit

Customers who purchase at least 20,000 licenses for an Exchange Online tenant are eligible for FastTrack Center additional services. See Eligible Services and Plans for more details.

Onboarding and migration phases


Core onboarding services additions include configuration guidance for geo-redundant Active Directory Federation Services (AD FS) and AD FS client access policies for the service.

Exchange Online

For Exchange Online, we provide configuration guidance for the following:

  • Setting up Unified Messaging (UM) with Exchange Online.
  • Configuring coexistence between Exchange Online and legacy on-premises public folders.
  • Mail-enabled application integration.
  • Mailbox migration planning and grouping.

Skype for Business Online

For Skype for Business Online, we provide guidance for on-premises Lync and Skype for Business user migration to Skype for Business Online.

Office 365 ProPlus

For Office 365 ProPlus, we provide guidance for the following:

  • Assessment and planning focused on preparing your environment for initial deployment and management of updates aligned with Microsoft's best practices.
  • Developing deployment configurations and update settings using the Office 365 Deployment Tool.
  • Deployment packaging using the System Center Configuration Manager.
  • Deploying and configuring Office Telemetry to provide guidance for you to assess the use of business-critical Office documents and solutions for application compatibility.

FastTrack responsibilities

FastTrack Specialists have the following responsibilities during onboarding. These may be in addition to or replace the activities defined in FastTrack Responsibilities.


  • Provide remote support assistance to you in success planning development, implementation, and required configuration activities as detailed in Onboarding and migration phases.

Assess phase

  • Hold a success planning call to provide guidance for successful user adoption.
  • Assess your environment to support the configuration of geo-redundant AD FS.
  • Run an assessment to identify your requirements for AD FS client access.

Enable phase

Geo-redundant AD FS guidance

  • 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 guidance

  • 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.

Exchange Online

Exchange Unified Messaging guidance

  • Provide guidance on required configuration on Exchange Online to enable up to 10:
    • UM dial plans.
    • UM 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.
    • Exchange Online-hosted voice mail policies.
    • UM 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.


UM can be configured with supported UM IP gateways and session border controllers (SBCs). For more information, see Telephone system integration with UM.

Public folder coexistence guidance

  • Provide guidance on single public folder tree coexistence, including:
    • Public folder preparation in Exchange 2007, Exchange 2010, and Exchange 2013.
    • Windows PowerShell cmdlets needed to synchronize the Exchange 2007, Exchange 2010, and Exchange 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, Exchange 2010, or Exchange 2013 on-premises environment.
    • Assisting access validation to the public folder environment for up to 10 users in Exchange Online.

Mail-enabled application integration guidance

  • Provide guidance templates for:
    • Mass mailing applications.
    • Applications that route emails 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.

Skype for Business Online

  • Provide guidance on migrating users in batches in a Skype for Business hybrid deployment (retaining users' contact lists).

Office 365 ProPlus

  • Provide guidance and assistance for:
    • Assessment and planning aligned with Microsoft's best practices for initial deployment and management of updates.
    • Deploying and configuring Office Telemetry.
    • Enabling telemetry logging for Office 2013 onward clients using Group Policy.
    • Deploying Office Telemetry agents for previous Office clients (Office 2003, Office 2007, and Office 2010).
    • Deploying the telemetry processor.


      This requires a file share location to store telemetry data and a server running SQL Server 2005 onward to submit processed data to.

Your 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.