The following are some possible questions that might be asked of a customer when scoping Office 365 Exchange Online.
- What messaging platform is the customer wanting to migrate from?
- Is the customer on premise environment Windows-based?
- If Windows-based and Exchange on premise, is the customer environment physical, virtual or both?
- If a virtual environment, are there sufficient resources to add an Exchange 2010 server?
If the customer environment is Windows-based…
- What version of server OS are installed on the customer domain controllers (DC)?
- How many users in AD?
- When is that last time the customer performed a cleanup (or purge) of old/expired/stale accounts?
- Does the customer have multiple AD forests?
If the customer environment has on premise Exchange…
- What version of service pack is installed on the Exchange servers (if applicable)?
- How many Exchange servers are installed?
- Does the customer have multiple Exchange organizations (this is not the same as email domains)
- Does the customer plan on maintaining mailboxes on premise?
- When was the last time there was a full and successful back of the Exchange environment?
- Are there appliances or applications that email through Exchange?
- Are there PST files that need to be migrated into the O365 mailboxes?
- What service/appliance is used for mail filtering, if any?
Irrespective of customer domain…
- How many mailboxes and mail data will need to be migrated?
- What versions of Office are installed in the environment?
- If version of Office is older than 2003, is the customer planning to deploy the version of Office provided with the Office 365 plan they chose (if applicable)?
- What versions of client OS are installed on the workstations/laptops?
- Would the customer like our assistance with deploying Office to their client machines?
- Does the customer use smart devices to access email, and if so, what types of devices?
- Does the customer use BlackBerry devices to access email?
- Are there any BlackBerry servers on premise and will they need to be maintained?