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Contents
Introduction ........................................................................................................................................................ 4 Document Scope............................................................................................................................................................................. 4 Shared Support Responsibilities ...................................................................................................................... 5 Customer Responsibilities ........................................................................................................................................................... 5 Microsoft Responsibilities ........................................................................................................................................................... 5 Microsoft Support Components ...................................................................................................................... 7 Self-Service Tools ............................................................................................................................................................................ 7 Customer Portal ............................................................................................................................................................................... 7 Secure File Store (ITAR-support plans) .................................................................................................................................. 7 Technical Support Team............................................................................................................................................................... 7 Availability...................................................................................................................................................................................... 8 Severity Levels and Response Times ...................................................................................................................................... 8 Appendix A: Aligning Microsoft and Customer Service Desk ..................................................................11 Phase 1: Discovery and Planning ........................................................................................................................................ 11 Phase 2: Delivery ....................................................................................................................................................................... 11 Phase 3: Operate ....................................................................................................................................................................... 12
Introduction
The Microsoft Office 365 support organization is committed to helping customers quickly and efficiently resolve service-related issues that users might encounter when using Microsoft Office 365 for enterprises services. Microsoft Office 365 support activities include the following: Help customers align their service desk with Microsoft Office 365 support. The Office 365 support team provides training and guidance that enables the customer's service desk staff to align with Microsoft Office 365 support services and support their end users. Respond to issues escalated by the customer's service desk. The Office 365 support team helps resolve service-related issues that cannot be resolved by the customer's service desk staff. Record, track, and communicate support issue status. The Office 365 support team that is working on escalated issues provides, records, and communicates the status of each issue to the customer until the issue is resolved, service is restored, or the incident is closed. Improve customer satisfaction with support services . The Office 365 support team is continually working to improve customer satisfaction by monitoring and evaluating support service metrics and internal processes.
Document Scope
This document provides an overview of the support services provided for customers subscribed to Office 365 dedicated plans and customers subscribed to Office 365 plans that support United States government International Traffic in Arms Regulations (ITAR).* These plans include the following Office 365 service offerings: Microsoft Exchange Online Microsoft SharePoint Online Microsoft Lync Online
The document also outlines the roles and responsibilities that both the customer and Microsoft have in resolving service-related issues that users might encounter when using Office 365 service offerings. * Office 365 for enterprises dedicated plans and ITAR-support plans are delivered from a Microsoft hosting environment where each customer has their own dedicated data center hardware.
Customer Responsibilities
The Office 365 customer is responsible for providing support to their end users. The customer must staff a centralized service desk with agents who will handle calls directly from customer end users who are seeking support for Office 365 services that they use. The service desk may be staffed by call center staff, on-site technicians, or subject matter experts. The customer's service desk operation may also include an internal support issue escalation process that is followed before escalating issues to Microsoft. The customer service desk is responsible for the following: Troubleshoot issuesusing Microsoft-provided support and diagnostic tools when applicable for problem determination and issue resolution prior to escalating issues to Microsoft. Resolve as many issues as possible, including but not limited to: o o o o o o Issues that can be resolved by reference to provided "how-to" articles and FAQs. Software configuration. Client connectivity. Client desktop support. Service availability issues within the customer's span of control. Performance issues within the customer's span of control.
Microsoft Responsibilities
Microsoft Office 365 support teams are the escalation point for one centralized customer service desk. Microsoft is responsible for the following: Assist customers in aligning their service desk operations with Microsoft Office 365 support. The Office 365 support team provides planning and other assistance that enables the customer's service desk staff to incorporate support for Office 365 service offerings into its existing operations. (See Appendix A.) Respond to issues that escalate from the customer's service desk. The Office 365 support team helps resolve service-related issues that cannot be resolved by the customer's service desk staff. Record, track, and communicate support issue status. The Office 365 support team that is working on escalated issues provides, records, and communicates the status of each issue to the customer until the issue is resolved, service is restored, or the incident is closed.
Improve customer satisfaction with support services . The Office 365 support team is continually working to improve customer satisfaction by monitoring and evaluating support service metrics and internal processes.
Note When customers purchase Office 365 services through a reseller partner, the reseller partner, instead of Microsoft, will provide support services directly to the customer.
Self-Service Tools
Microsoft provides a number of self-service tools to enable a customer service desk to configure operational behavior, perform administrative tasks and resolve troubleshooting issues for a variety of service features. Customer Management Portal (CMP). The CMP enables customers to perform common administrative tasks and troubleshooting for mailboxes in the Exchange Online environment. Blackberry Administration Service (BAS). BAS is a web-based administrative console for customers using Blackberry Enterprise Server (BES) to manage Blackberry devices that are connected to the Exchange Online service. Customer service desk can perform many administrative, troubleshooting and reporting tasks. Exchange Control Panel (ECP). ECP allows customer service desk to perform actions such as remotely wiping mobile devices, configuring MailTips, and searching mailboxes across the organization. Remote PowerShell. This remote command line connection allows for common configuration and read only tasks to be performed without escalation to Microsoft.
Customer Portal
The Customer Portal is available to customers and is used by Microsoft to provide customers with a single location for support documentation including troubleshooting guides, knowledgebase articles, support reporting, and ticket status. Escalation templates, service desk training documentation, and other tools are also available to customers on the portal.
Customer networking infrastructure Customer hardware Microsoft on-premises software that is not part of the Office 365 service offering Non-Microsoft software Customer operational procedures Customer architecture Customer IT service management process errors, system configuration errors, or human error
Availability
The Office 365 support team is available 24 hours a day, 7 days a week. Support services are available in English only.
Escalation Severity
Microsoft prioritizes support incidents consistent with the severity level reasonably determined by the customer in accordance with the definitions shown in Table 1. The customer may request a change in severity level at any time through the life of the support incident by contacting the Office 365 support team. Table 1 details the responsiveness and ongoing communications targets based on the severity of a given incident. Table 1. Service Request Severity Assignments Severity Level Definition
Catastrophic business impact in which a service, system, network, server, or critical application is down, impacting production or profitability. Multiple users or customers lose complete functionality of all services.
1 Catastrophic
15 minutes
Severity Level
Definition
Critical business impact in which service, production, operations, or development deadlines are severely impacted, or where there will be a severe impact on production or profitability. Multiple customers, users, or services are partially affected. Moderate business impact. Significant problem where use of the service is proceeding, but in an impaired fashion. Single user, customer, or service is partially affected. Minimum business impact. Important issue, but does not have significant current service or productivity impact for the customer. Single user is experiencing partial impact. Used for design change requests (DCRs), feature requests, research activities, and similar items.
A Critical
1 hour
Update customer every two hours; customer updates Microsoft every two hours.
B Urgent
2 hours
C Important
4 hours
D Advisory
N/A
Contributes to a post-incident review document. A post-incident review (PIR) document is created and published for all incidents that impact service-level availability and are resolved by Microsoft. The PIR is delivered to the customer by a Microsoft Services Resourcetypically the customers Technical Account Manager (TAM) or deployment consultantaccording to the terms outlined in the Service Management Service Description document. The PIR report includes a summary of the incident, a list of applicable action items, and the root cause (if known). Customers may request additional detail through the Services Resource. Requests for follow-up meetings with the Services Resource are evaluated on a per-incident basis.
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To properly address these requirements and track project deliverables, weekly workstream meetings are scheduled between the Office 365 support team and the customer's key support service stakeholders. These meetings help to manage expectations, maintain support for the project, and drive conditions of satisfaction. A project plan is developed and tracked throughout this process to ensure that clear timelines for each work item are completed before the pilot support phase.
Phase 2: Delivery
The Delivery phase involves setting up and aligning the customers service desk to work with the Office 365 support infrastructure, and then testing the delivery of support processes for Office 365 services. The Office 365 support team and the customer complete the following service desk requirements: Integrate customer data into the Office 365 support teams infrastructure. Provision and validate Office 365 support resources and tools. Educate and train customer's service desk trainers to the required level for Office 365 Implement service desk processes, procedures, services, resources, roles, and responsibilities. Coach customers service desk personnel through the steps for escalating a test break/fix incident to Office 365 support team to validate their ability to escalate, de-escalate, and close service requests. Declare the status of Service Ready for all deployed Office 365 services and support functionality. Develop a plan with key stakeholders that address the Microsoft and customer ongoing relationship and sets expectations.
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The delivery phase is finalized by signing off on Service Ready acceptance and transitioning to the Operate phase, which is managed by the DPM and the Support Service Manager (SSM).
Phase 3: Operate
The Operate phase occurs while a customer is deploying and piloting Office 365 services to a subset of its end users. The length of the pilot depends on the number of services being deployed. During this phase, the Office 365 SSM and DPM collaborate with the customer and initiate the support processes that have been developed. This phase provides the time to solidify the support partnership and manage the following activities that come under the support framework. Issue detection, recording and escalation Issue classification and initial support Issue investigation and diagnosis Issue resolution and recovery Issue closure Issue monitoring and communication Ownership of tasks that are a result of the Operate phase
During this phase, the SSM is focused on customer relationship management, driving the efficiency and effectiveness of the incident management process, producing management information, and acting as the liaison for Office 365 support team and the other teams.
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