FastTrack Responsibilities

FastTrack Specialists have the following responsibilities during onboarding.*

General

  • Provide remote support assistance to you in success planning development and implementation, and for the required configuration activities as detailed in the phase descriptions.
  • Provide available documentation and software tools, admin consoles, and scripts to provide guidance for you to reduce or eliminate configuration tasks, and success planning resources.

Initiate phase

  • Work with you to understand your intent, organizational goals, and usage plans for the service.
  • Work with you using Office 365 collaboration services (like Microsoft Teams) to begin onboarding.
  • Define which eligible services you want to onboard.

Assess phase

  • Hold a success planning call to provide guidance with you for successful user adoption.
  • Provide an administrative overview.
  • Provide guidance about:
    • Domain Name System (DNS), network, and infrastructure needs.
    • Client needs (internet browser, client operating system, mobile device, and services' needs).
    • User identity and provisioning.
    • Enabling eligible services that are purchased and defined as a part of onboarding.
    • Driving successful service adoption and value.
  • Establish the timeline for remediation activities.
  • Provide a remediation checklist.
  • Assess the existing SharePoint Server 2013 or SharePoint Server 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, Skype for Business Online, or Microsoft Teams infrastructure including:
    • Supported Skype for Business client or Teams 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 or Teams.
  • Assess the messaging infrastructure, including:
    • Overall mail flow and routing principles.
    • Client access (including existing published client-access endpoints).
    • Source messaging environment for integration needs.
  • Provide data migration if the FastTrack Center data migration service is used and if you meet eligibility.

Remediate phase

  • Hold conference calls with you according to the agreed schedule to review the progress of the remediation activities and success planning.
  • Guide you through running assessment tools to identify and remediate issues and interpret the results.

Enable phase

Provide guidance about:

  • Evaluating progress on success planning and determining what further assistance you need.
  • Activating your Office 365 tenant.
  • Configuring TCP/IP protocols and firewall ports.
  • Configuring DNS for eligible services.
  • Validating connectivity to Office 365.
  • Connecting your on-premises Active Directory with Azure Active Directory:
    • Installing a directory synchronization server between your Active Directory Domain Services (AD DS) and Office 365, if required.
    • Configuring password synchronization (password hash) to Office 365 (Azure Active Directory) with the Azure Active Directory Connect tool, if required.
    • For single- and multiple-forest environments:
      • Configuring Azure Active Directory Pass-through Authentication, if required.**
      • Configuring Azure Active Directory Seamless Single Sign-On (SSO), if required.***

      Note

      Azure Active Directory Pass-through Authentication for multiple-forest environments is supported if there are forest trusts between your Active Directory forests and if name suffix routing is correctly configured. Additional agents can be installed on multiple on-premises servers to provide high availability for sign-in requests. For more information, see Azure Active Directory Pass-through Authentication: Quick start and Azure Active Directory Seamless Single Sign-On: Quick start.

  • For a single forest when federated identities is the target:
    • Installing and configuring AD FS for local domain authentication with Office 365 in a single-site, fault-tolerant configuration, if required.
    • Installing and configuring WAP for publishing your AD FS infrastructure to the internet, when necessary.

      Note

      For all multiple forests configurations, AD FS deployments are out-of-scope.

  • Testing Seamless SSO functionality if deployed.
  • Driving successful service adoption and value.

**For more information about pass-through authentication limits, see Azure Active Directory Pass-through Authentication: Current limitations.

***For more information about Seamless SSO issues, see Troubleshoot Azure Active Directory Seamless Single Sign-On.

Exchange Online

Provide guidance about:

  • Creating or updating DNS records.
  • Enabling email routing between the source messaging system and Office 365 environments.
  • Configuring Exchange Online Protection, data loss protection (DLP), and Office 365 Message Encryption (OME), and Office 365 Advanced Threat Protection (ATP) (if available in your subscription) and verifying your MX records point to Office 365 for all validated mail-enabled domains.
  • Configuring hybrid setup either between a single on-premises Exchange organization and Office 365 or between multiple on-premises Exchange organizations and Office 365.
  • Configuring mailbox clients (Outlook for Windows, Outlook on the web, and Outlook for iOS and Android).
  • Configuring automation, investigation, and response for Office 365 ATP (if available in your subscription).

For more information about data migration responsibilities, see Data Migration.

Microsoft Teams

Provide guidance about:

  • Confirming minimum requirements.
  • Configuring firewall ports.
  • Setting up DNS.
  • Confirming Teams is enabled on your Office 365 tenant.
  • Enabling or disabling user licenses.
  • Teams client distribution.
  • IT pro and admin features.
  • Core product features.
  • Customer success templates.
  • Creating accounts to associate to supported room system devices (up to 10 accounts).
  • Enabling Direct Routing.
  • Enabling Audio Conferencing.
  • Organization setup for conference bridge default settings.
  • Assignment of a conference bridge to licensed users.
  • Enabling Phone System.
  • Enabling Phone System and Calling Plans onboarding (in available markets).
  • Assignment of numbers to licensed users.
  • Local number porting guidance through UI up to 999.
  • Local number porting SR support over 999.
  • Enabling Teams live events.
  • Organization setup and integration into Microsoft Stream.

Office 365 Advanced Threat Protection

Provide guidance about:

  • Enabling Safe Links.
  • Enabling Safe Attachments.
  • Enabling anti-phishing policies.
  • Configuring automation, investigation, and response.
  • Using Attack Simulator.
  • Reporting and threat analytics.

Office 365 ProPlus

Provide guidance about:

  • Addressing deployment issues.
  • Assigning end-user licenses using the Microsoft 365 admin center and Windows PowerShell.
  • Installing Office 365 ProPlus from the Office 365 portal using Click-to-Run.
  • Installing Office Mobile apps (like Outlook for iOS and Android, Word Mobile, Excel Mobile, and PowerPoint Mobile) on your iOS, Android, or Windows Mobile devices.
  • Configuring update settings using the Office 365 Deployment Tool.
  • Selecting and setting up a local or cloud installation.
  • Creating the Office Deployment Tool configuration XML with the Office Customization Tool or native XML to configure the deployment package.
  • Deployment using System Center Configuration Manager, including assistance with the creation of System Center Configuration Manager packaging.

OneDrive for Business

Provide guidance about:

  • Identifying the on-premises SharePoint version and integration options.
  • Identifying synchronization and identity 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.
  • Assigning end-user licenses.
  • 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 2016 only).
  • Data migration if the FastTrack Center data migration service is used and if you meet eligibility.

Outlook for iOS and Android

Provide guidance about:

  • Downloading Outlook onto iOS and Android devices.
  • Configuring email accounts within Outlook.

Power BI

Provide guidance about:

  • Reviewing the Power BI subscription plans.
  • Adding the Power BI service.
  • Downloading the Power BI Desktop app.

Project Online

Provide guidance about:

  • Reviewing 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.

Project Online Professional and Project Online Premium

Provide guidance about:

  • Addressing deployment issues.
  • Assigning end-user licenses using the Microsoft 365 admin center and Windows PowerShell.
  • Downloading and installing Project Online Desktop Client from the portal.
  • Configuring update settings using the Office 365 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 2016 Deployment Tool.
  • Connecting Project Online Desktop Client to Project Online.

SharePoint Online

Provide guidance about:

  • Setting up user provisioning including licensing.
  • Enabling site creation for your SharePoint Online admin.
  • Planning site collections.
  • Securing content and managing permissions.
  • Enabling personal sites and social features.
  • Configuring SharePoint Online features.
  • Providing data migration if the FastTrack Center data migration service is used and if you meet eligibility.
  • Evaluating the on-premises SharePoint farm infrastructure configuration needed for SharePoint Online 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.

Skype for Business Online

Provide guidance about:

  • Provisioning Skype for Business identities for Office 365.
  • Enabling online conferencing, instant messaging (IM), and presence features for Office 365.
  • Creating accounts to associate to supported room system devices (up to 10 accounts).
  • Configuring a split domain server environment to support Lync hybrid or Skype for Business Online hybrid scenarios (if applicable).
  • Enabling Audio Conferencing:
    • Organization setup for conference bridge default settings.
    • Assignment of a conference bridge to licensed users.
  • Enabling Phone System:
    • Enabling Phone System and Calling Plans onboarding (in available markets).
    • Assignment of numbers to licensed users.
    • Local number porting guidance through UI up to 999.
    • Local number porting SR support over 999.
  • Enabling Skype for Business Meeting Broadcast:
    • Enabling Skype for Business Meeting Broadcast onboarding guidance.
    • Organization setup for federation with Meeting Broadcast service.

Yammer Enterprise

Provide guidance about converting your single Yammer Basic network into a single Yammer Enterprise network.

*For information on FastTrack responsibilities for Office 365 US Government, see FastTrack Responsibilities for Office 365 US Government.