Version 2.

0 for Office 365 Wave 15

Day 1
Administering Office 365
Day 2
Administering Exchange Online
Office 365 Overview & Infrastructure Administering Lync Online
Office 365 User Management Administering SharePoint Online
Office 365 DirSync, Single Sign-On & ADFS Exchange Online Basic Management
MEAL BREAK
Exchange Online Deployment & Migration
Exchange Online FOPE
Exchange Online Archiving & Compliance
Jump Start Schedule
Overview
User Experience
Retention & Hold Policies
eDiscovery
Discovery
Respond to strict timelines for legal discovery orders
Reduce costs involved in searching for and retrieving email data
Report on email communications as part of auditing procedures
Data Retention
Meet industry and regulatory email data retention requirements
Support ongoing compliance, litigation, or personnel matters
Preserve valuable intellectual property and corporate assets
Storage Management
Balance mailbox size demands with available storage resources
Reduce the proliferation of .PST files stored outside of IT control
Improve overall application and network performance
Preserve Search
Secondary mailbox with
separate quota
Managed through
Exchange Administrative
Center or PowerShell
Available on-premises,
online, or through
Exchange Online
Archiving
In-Place Archive
Automated and time-based
criteria
Set policies at item or folder
level
Expiry date shown in email
message

Governance
Capture deleted and edited
email messages
Time-based In-Place Hold
Granular query-based In-
Place Hold
Optional notification
Web-based eDiscovery Center
and multi-mailbox search
Search primary, In-Place
Archive, and recoverable items
Delegate through role-based
admin
De-duplication after discovery
Auditing to ensure that
controls are met



Hold eDiscovery
* Requires Exchange Server 2010 SP1 on-premises
Overview
User Experience
Retention & Hold Policies
eDiscovery
End User Experience
Personal archive provides a PST-like experience
Accessible on Outlook and OWA
No Outlook restart auto discovers archive
Mail automatically moved to the archive through admin policy
IT Pro Experience
Same mailbox management experience across the primary and the archive
Archive must have a primary mailbox
Similar management experience across On-Premises and Cloud
Specialized Exchange mailbox
configured and associated with the
users primary mailbox
Delivers users familiar experience by
seamlessly surfacing in both
Outlook and Outlook Web App
Use same skills/methods already
used to interact with archive email
Drag-and-drop email to folders
Create folders and categorize
Conduct searches and filter results
Reply to messages and set flags
Quickly find new or
historical email wherever
you are with new, faster
search technology
Put information
workers in charge of
their email by
keeping them
informed of when
items are to be
moved or archived
Exchange Online archive is only accessible online
Via Outlook and/or OWA
No additional client access configuration required
Always point clients to primary mailbox CAS location
Primary + Archive in the cloud
Setup tenant
Provision archives
Standalone Archive
Setup tenant
Setup Rich Co-Existence between on-prem and tenant
Provision archives
Quickly enable in-place
archiving for users,
either on-premises, in
the cloud, or as a
hybrid
Enable or modify quickly
Audit changes in
mailboxes and
configurations
settings with built-in
reports
Overview
User Experience
Retention & Hold Policies
eDiscovery
Set policies allowing you to define, deploy, and automate the
expiry and archiving of email
Retention Tags
Name, Action, Time period
Admin mandated or User applied
All Items in Inbox are deleted in 3 years
Items and Folders may have a 2 year Archive Policy
Retention Policies
Retention tags
Policies span to groups of users like Accounting
User has one policy and many tags applied
Archive(Move) Policy: Automatically moves mail to the archive
End User Impact: Keeps Mailbox under quota
Like Outlook Auto-Archive without PSTs!
Delete Policy: Automatically deletes mail
End User Impact: Unwanted mail is removed from view
End User Impact: Keeps Mailbox under quota
Delete Policies apply whether in primary or archive
Per item policies take precedence over folder policies
Policy properties are preserved so message retention is respected in third party
systems
Use the defaults or create new for special projects/roles (e.g., HR)
IT provisioned policies
Delete Policy
Archive Policy
Compliance management is a spectrum
Full IT Admin control to no IT control (End user tool)
Managed folders (Exchange 2007)
Addresses only one end of the spectrum
Very little end user flexibility
Message Retention (Exchange 2010/2013)
Addresses both ends on the spectrum
Framework for IT admins to associate policy with mailboxes and system folders
Framework for end users to optionally associate policy with their folders and mail
items
Retention policies managed separately for on-premises and the cloud
Except when only archive in the cloud

Overview
User Experience
Retention & Hold Policies
eDiscovery

Preserve items for recovery and discovery for a

finite or indefinite period of time without
impacting end user experience
Manage
Litigation Hold
Enable the hold policy
from the mailbox
settings page
Comment and URL
tell the user how to
comply
End user is told how
to comply (no action
needed for email)
URL links to
additional info
Using this new model, In-Place Hold allows you to create
granular hold policies to preserve mailbox items in the
following scenarios:
Indefinite hold - The indefinite hold scenario is similar to litigation hold in Exchange
2010. Its intended to preserve mailbox items so you can meet eDiscovery
requirements. During the period of litigation or investigation, items are never deleted
Query-based hold - If your organization preserves items based on specified query
parameters, you can use a query-based In-Place Hold. You can specify query
parameters such as keywords, start and end dates, sender and recipient addresses,
and message types. After you create a query-based In-Place Hold, all existing and
future mailbox items (including messages received at a later date) that match the
query parameters are preserved.
Time-based hold - allows you to specify a duration of time for which to hold items.
The duration is calculated from the date a mailbox item is received or created.
You can use In-Place Hold to place a user on multiple holds.
When a user is placed on multiple holds, search parameters of
all In-Place Holds are applied together (using an OR operator).
In-Place Hold is a premium feature that requires an
Exchange Online Plan 2 or Exchange Online Archiving
license to enable it for each user mailbox.
Authorized users that have
been added to
the Discovery
Management role-based
access control (RBAC) role
group or assigned the
Legal Hold and Mailbox
Search management roles
can place mailbox users on
In-Place Hold
Click New +to open
the in-place
eDiscvery & hold
dialog
Use the Shell to create an In-Place Hold
New-MailboxSearch "Hold-CaseId012" -SourceMailboxes "joe@contoso.com" -
InPlaceHoldEnabled $true
http://technet.microsoft.com/en-us/library/dd298064(v=exchg.150).aspx
Fixed Retention: The ability to preserve user data for a rolling
window of time that overrides user actions
Can be achieved using Single Item Recovery (SIR)
SIR captures all edits and stores them for the specified time
period
> Set-Mailbox -Identity bobk -SingleItemRecoveryEnabled $true
Off by default on-premises
On by default in datacenter
With default period of 14 days
Extend beyond 14 days via Service Request
Not recommended beyond 1 year retention
IT Pros Can Continue to Journal to Mailbox or Archive
Goals and Assumptions
Performs distributed search across end user mailboxes located
on multiple servers
Search is throttled and parallelized
Results are copied to discovery mailbox after search
Admins by default do not have access to search all mailboxes,
specific RBAC Discovery Role is required
Single discovery experience across premise and cloud
For each case,
allow items to be
placed on time-
based In-Place
Hold to help meet
compliance
requirements
Retrieve content in
Exchange,
SharePoint, Lync,
and file shares in-
place
Laser-focused,
refined query
capabilities can get
the exact content
you are looking for
Setting up Exchange Online Archiving
http://social.technet.microsoft.com/wiki/contents/articles/9665.office-365-setting-up-
exchange-online-archiving-for-online-users.aspx
Retention Policies
http://help.outlook.com/en-us/140/gg271153.aspx
In-Place Hold
http://technet.microsoft.com/en-us/library/ff637980(v=exchg.150).aspx