Spreadsheet: 8abf58f3-05ab-4865-b565-115966df71d0
Sheet: 4-week plan

 | Legend
 |  |  | In Process
 |  |  | Complete
 | You can always find detailed information on how to plan and manage your upgrade to Office 365 for education at Upgrade Help
 |  | UPGRADE DATE |  |  |  | SELECT the scenarios that are applicable to your Live@edu deployment:
 |  |  |  |  |  |  |  |  |  |  | Name | [NAME] | [NAME]
 |  | <DD/MM/YY> |  |  |  | In terms of single sign-on (SSO) & federation: |  |  |  | 12 |  | N/A | All
 |  |  |  |  |  | My institution currently uses the Single Sign-On tool kit and would like to move to Active Directory Federation Services (ADFS) |  |  |  | 13 | AD FS | False
 |  |  |  |  |  | My institution currently uses the Single Sign-On tool kit and will move to the Shibboleth with Active Directory |  |  |  | 14 | Shibboleth | False
 |  |  |  |  |  | My institution does not use the SSO Tool Kit, but will use federation with AD FS 2.0 on Office 365 |  |  |  | 15 | Add Federation | False
 |  |  |  |  |  | My institution does not use the SSO Tool Kit, but will use federation with Shibboleth with Active Directory on Office 365 |  |  |  | 16 | Add Shibboleth | False
 |  |  |  |  |  | My institution will move to the Directory Synchronisation tool, and currently syncs the on-premises directory to the cloud via:
 |  |  |  |  |  | OLSync |  |  |  | 19 | OLSync | False
 |  |  |  |  |  | OLMA with Active Directory and customised code |  |  |  | 20 | OLMA_ | False
 |  |  |  |  |  | Customised Windows PowerShell scripts and [NAME] |  |  |  | 21 | PowerShell_ | False
 |  |  |  |  |  | Windows Live Management Agent Plug–in (MAV3) |  |  |  | 22 | MAV3 | False
 |  |  |  |  |  | OLMA, without [NAME], and customised code |  |  |  | 23 | OLMA w/o AD | False
 |  |  |  |  |  |  |  |  |  | 24
 |  |  |  |  |  | Windows Live Admin Centre SDK |  |  |  | 25 | WL SDK | False
 |  |  |  |  |  |  |  |  |  | 26
 |  |  |  |  |  | I use PowerShell to administer accounts in Exchange Online |  |  |  | 27 | PowerShell admin | False
 |  |  |  |  |  |  |  |  |  | 28
 |  |  |  |  |  | My institution has customised Exchange settings (supervision and/or role assignment policies) |  |  |  | 29 | Custom Exchange settings | False
 |  |  |  |  |  |  |  |  |  | 30
 |  |  |  |  |  | My users go to outlook.com to check emails |  |  |  | 31 | Use outlook.com | False
 |  |  |  |  |  |  |  |  |  | 32
 |  |  |  |  |  | My institution uses the Password Change Notification Service (PCNS) |  |  |  | 33 | PCNS | False
 |  |  |  |  |  |  |  |  |  | 34
 |  |  |  |  |  | My institution currently uses SkyDrive and [NAME] for classroom workflow |  |  |  | 35 | Classroom workflow | False
 | Due Date |  | Status | Owner | Task Description |  | More Information |  |  | Scenario
 |  |  |  |  | Update your contact information & institution profile on the Service Management Portal (SMP). |  | Learn more |  |  | All
 |  |  |  |  | Check the upgrade centre for the latest communications. |  | Learn more |  |  | All
 |  |  |  |  | Become familiar with the upgrade process. |  | Learn more |  |  | All
 |  |  |  |  | Review the before-upgrade checklist for administrators. |  | Learn more |  |  | All
 |  |  |  |  | Password Change Notification Service (PCNS), an add-on for OLSync, is not supported in Office 365. If you want a single password, we recommend using single sign-on. |  | Learn more |  |  | PCNS
 |  |  |  |  | Update the URL used to access emails. |  | Learn more |  |  | Use outlook.com
 | T Minus 4 Weeks from Launch
 | Week of
` |  |  |  |  | Update desktop software as needed. |  | Office 365 software requirements |  |  | All
 |  |  |  |  | Communicate with users about the upgrade:   * Ensure that access to emails is http://outlook.com/<domain>   * Users have two accounts & portal changes |  | Sample communications and resources can be found in the Upgrade End-user [NAME] |  |  | All
 |  |  |  |  | If Microsoft account passwords were never distributed, let your users know that they will need to create a new password for their Microsoft account after the upgrade so they will have continued access to SkyDrive and [NAME]. |  | Learn more |  |  | [AD FS] [Shibboleth]
 |  |  |  |  | Follow the 'before the upgrade' steps for setting up AD FS 2.0 Federation with Office 365. |  | Learn more |  |  | [AD FS] [Add Federation]
 |  |  |  |  | Follow the 'before the upgrade' steps for setting up Shibboleth federation for Office 365. |  | Learn more |  |  | [Shibboleth]
 |  |  |  |  | Prepare for changes to Provisioning. Review your system requirements and use the guide to help prepare for the upgrade. In some cases, you may need to update customised code to support provisioning on Office 365 for education. |  | Learn more |  |  | [OLSync] [OLMA_] [PowerShell_] [MAV3] [OLMA w/o AD] [WL SDK] |  | Row 55 before changes
 |  |  |  |  | If you provision by using Windows PowerShell, review the changes in Windows PowerShell. |  | Learn more |  |  | [PowerShell Admin]
 | T Minus 3 Weeks from Launch
 | Week of
 |  |  |  |  | Work with your faculty to determine how SharePoint and Lync can be integrated into the classroom. Setting up an Office 365 trial account can help you test how your institution will use SharePoint and Lync. |  | Learn more |  |  | [Classroom workflow]
 | T Minus 2 Weeks from Launch
 | Week of
 |  |  |  |  | Communicate with users about the upgrade:   * Ensure that access to emails is http://outlook.com/<domain>   * Users have two accounts & portal changes |  | Sample communications and resources can be found in the Upgrade End-user [NAME] |  |  | All
 | T Minus 1 Week from Launch
 | Week of
 |  |  |  |  | Communicate with users about the upgrade:   * Ensure that access to emails is http://outlook.com/<domain>   * Users have two accounts & portal changes |  | Sample communications and resources can be found in the Upgrade End-user [NAME] |  |  | All
 |  |  |  |  | Document your Live@edu Exchange Online settings. |  | Learn more |  |  | [Custom Exchange settings]
 |  |  |  |  | Review and be familiar with the provisioning steps you will need to take after the upgrade. |  | Learn more |  |  | [OLSync] [OLMA_] [PowerShell_] [MAV3] [WL SDK] |  | Row 68 before changes
 |  |  |  |  | Review and be familiar with the steps you will need to take to set up federation after the upgrade. |  | Learn more |  |  | [AD FS] [Shibboleth] [Add Federation] [Add Shibboleth]
 | LAUNCH |  |  |  | UPGRADE DEPLOYED: Office 365 for education
 |  |  |  |  | Stop MAv3 from synchronising. Uninstall MAv3 and all components of Identity Lifecycle Manager (ILM) 2007 if you plan to install the Directory Synchronisation tool on the same server. |  | Learn more |  |  | [[NAME]]
 |  |  |  |  | Start the upgrade and monitor the status of the upgrade. |  | Learn more |  |  | All
 |  |  |  |  | Continue to administer users, with a few restrictions. |  | Learn more |  |  | All
 |  |  |  |  | Communicate with your users before starting the second stage. |  | Sample communications and resources can be found in the Upgrade End-user [NAME] |  |  | All
 |  |  |  |  | Start the second stage. |  | Learn more |  |  | All
 |  |  |  |  | Start the third stage - Set Office 365 password. |  | Learn more |  |  | All
 | POST UPGRADE |  | When Upgrade is [NAME] |  | POST UPGRADE: Office 365 for education
 |  |  |  |  | Set up the Microsoft Online Services Directory Synchronisation tool. |  | Learn more |  |  | [OLSync] [OLMA_] [PowerShell_] [MAV3]
 |  |  |  |  | Activate directory synchronisation in Office 365. |  | Learn more |  |  | [OLSync]
 |  |  |  |  | Disable OLMA on the Service Management Portal (SMP) |  | Learn More |  |  | [OLSync]
 |  |  |  |  | Disable OLSync and all components of Identity Lifecycle Manager (ILM) 2007 or Forefront Identity Manager (FIM) 2010. |  | Learn more |  |  | [OLSync]
 |  |  |  |  | Download and run a one-off directory preparation tool. |  | Learn more |  |  | [OLSync]
 |  |  |  |  | Install the directory synchronisation tool. |  | Learn more |  |  | [OLSync]
 |  |  |  |  | Synchronise your directories. |  | Learn more |  |  | [OLSync]
 |  |  |  |  | Activate directory synchronisation in Office 365. |  | Learn more |  |  | [OLMA_]
 |  |  |  |  | Disable OLMA from synchronising by cancelling the scheduled task for the synchronisation on the Service Management Portal (SMP). |  | Learn More |  |  | [OLMA_]
 |  |  |  |  | Uninstall OLMA and all components of Identity Lifecycle Manager (ILM) 2007 or Forefront Identity Manager (FIM) 2010. |  | Learn More |  |  | [OLMA_]
 |  |  |  |  | Download and run a one-off directory preparation tool. |  | Learn more |  |  | [OLMA_] |  | Row 93 before changes
 |  |  |  |  | Follow the 'after the upgrade' steps for setting up AD FS 2.0 Federation with Office 365. |  | Learn more |  |  | [AD FS] [Add Federation] |  | Row 80 before changes
 |  |  |  |  | Follow the 'after the upgrade' steps for setting up Shibboleth federation for Office 365. |  | Learn more |  |  | [Shibboleth] |  | Row 81 before changes
 |  |  |  |  | Install the directory synchronisation tool. |  | Learn more |  |  | [OLMA_]
 |  |  |  |  | Synchronise your directories. |  | Learn more |  |  | [OLMA_]
 |  |  |  |  | Activate directory synchronisation in Office 365. |  | Learn more |  |  | [PowerShell_]
 |  |  |  |  | Download and run a one-off directory preparation tool. |  | Learn more |  |  | [PowerShell_]
 |  |  |  |  | Install the directory synchronisation tool. |  | Learn more |  |  | [PowerShell_]
 |  |  |  |  | Synchronise your directories. |  | Learn more |  |  | [PowerShell_]
 |  |  |  |  | Activate directory synchronisation in Office 365. |  | Learn more |  |  | [[NAME]]
 |  |  |  |  | Download and run a one-off directory preparation tool. |  | Learn more |  |  | [[NAME]]
 |  |  |  |  | Install the directory synchronisation tool. |  | Learn more |  |  | [[NAME]]
 |  |  |  |  | Synchronise your directories. |  | Learn more |  |  | [[NAME]]
 |  |  |  |  | Information on OLMA without AD is coming soon. |  | Learn more |  |  | [OLMA w/o AD]
 |  |  |  |  | Implement changes to customised PowerShell scripts and become familiar with the new Office 365 cmdlets and changes to Exchange Online cmdlets. |  | Learn more |  |  | [PowerShell admin]
 |  |  |  |  | Complete any Exchange Online tasks that you identified before the upgrade. |  | Learn more |  |  | [Custom Exchange settings]
 |  |  |  |  | If you are having issues with the upgrade, find ways to troubleshoot, or contact Support. |  | Learn more |  |  | All
 |  |  |  |  | Remind your users that they now have two separate accounts and tell them which URLs to use. |  | Sample communications and resources can be found in the Upgrade End-user [NAME] |  |  | All
 |  |  |  |  | Configure Office 365 - Sign in to Portal. |  | Learn more |  |  | All
 |  |  |  |  | Add other account administrators on Office 365. |  | Learn more |  |  | All
 |  |  |  |  | Subscribe to A2 plan. |  | Learn more |  |  | All
 |  |  |  |  | Take a tour of Office 365. |  | Learn more |  |  | All
 |  |  |  |  | Configure SharePoint Online & Lync Online. |  | Learn more |  |  | All
 |  |  |  |  |  |  |  |  |  |  |  | False