Internet connectivity If you’re using a firewall to limit access to the web, make sure to allow unauthenticated access over port 80 and port 443. As you move from pilot to deployment, your requirements may change, but this is all you’ll need to do for your pilot.
Sign up for Office 365
Signing up for a trial is easy. It takes only a few minutes and you won’t need a credit card. The trial is free for 30 days and allows you to share the pilot with up to 25 users. When signing up for a trial, remember a few important things:
Choose an organization name carefully since we’ll continue to use this name beyond your pilot and into your final deployment plans. It’s also important to choose an organization name that your pilot users will recognize and easily remember. For example, if you choose Contoso as your organization name, here’s how that name is used in your service URLs: Sign-in credentials and email addresses: email@example.com. Team site: http://contoso.sharepoint.com Newsfeed: http://contoso-my.sharepoint.com
After you’re done signing up, you’re logged into your trial as the first admin. Remember to come back to Office 365 FastTrack to continue setting up your pilot.
When you signed up for Office 365, we created a default domain (your onmicrosoft.com domain) that you can use for your pilot. Here’s how to configure your onmicrosoft.com domain to work with your pilot email addresses:
In the Office 365 admin center, click setup on the left side of the page.
In the quick start section, click start.
On the Choose a domain page, select the onmicrosoft.com domain we created for you.
Click Next to continue.
You can add all the pilot users now, or add a few first, and then add more later. Many organizations open the pilot first to the help desk and IT staff who will support the other pilot users, and then to key business users afterwards. If you’re going to do this two-step process, consider creating all the pilot accounts now, and then provide the sign-in information to the users when you’re ready for each group of people to join the pilot.
Pilot users can send and receive email from their existing mailboxes without having to migrate any email by using connected accounts. The connected account feature downloads a copy of current Inbox email for immediate use in their Office 365 mailbox. It also allows users to send and receive email from their existing email address without the hassle of disrupting mail routing.
If you have already configured POP3 or IMAP4 access to the mailboxes in your organization, the only preparation that you need to do is validate that you can add a connected account to your administrator mailbox. If you haven’t enabled these protocols for the users in your pilot, enable the protocols before you validate that connected accounts work. Learn how to set up connected accounts
Set up a team collaboration site for your pilot
When you sign up for Office 365, a couple of site collections are automatically created for you. For your pilot, we recommend that you create a new private site collection to test out team collaboration with your pilot users. A new site collection will give you the freedom to experiment, and if you choose to delete it at the end of your pilot, you will not run into any of the problems that might occur if you delete the original private site collection that is created for you when you signed up. Learn how to create a new site collection
Prepare for and begin your pilot
All of your services are ready to pilot, but take some time to try some of the features yourself. This will help you frame the pilot for the users so that they can be efficient from the beginning, and give you some experience with the administration features in Office 365.
Discover new ways of working with IT delivered business scenarios across Office 365, which can help you envision and deliver guided scenarios to your pilot users.
Become familiar with the Office 365 for business learning center for helpful resources to help your users get started with Office 365
Use this template to communicate to your pilot users that they’ll soon be part of an Office 365 pilot. It includes a welcome message and an overview of Office 365. Edit the template to include what you expect of users during the pilot.
When you are ready for your pilot users to begin their Office 365 Pilot, use this template to send each person an email message that contains the information they’ll need to get started, including
The URL to access the Office 365 portal: https://portal.microsoftonline.com/
The URL to access Outlook Web App: http://mail.office365.com/
A pointer to directions for setting up their mobile device at Settings > Office 365 settings > Get started > Phone & tablet
Information about whom to contact for help (your organization’s IT service desk).
Engage your pilot users with Yammer
Yammer is a great way to communicate and collaborate with your pilot users during your trial of Office 365. There are two ways to get your pilot users started on a Yammer Basic network:
Create or access your organization’s Yammer Basic network with your company email address by going to https://www.yammer.com/signup/. Here, your pilot users can explore the product, create groups and documents, and invite others to the network. By using your company domain, you can preserve this content and activity when you later upgrade to Yammer Enterprise during your deployment phase.
Create a Yammer Basic network using your onmicrosoft.com email address. This network will only be accessible to your pilot users with onmicrosoft.com email addresses, and can serve as a temporary pilot network where you can explore Yammer and get a sense of the features. All data created during this trial will be lost upon upgrade to Yammer Enterprise during your deployment phase, and we recommend that you set expectations accordingly with your pilot group.
Experience Office 365 Pro Plus
Help your pilot users experience Office 365 Pro Plus on their desktops and mobile devices. Let pilot users install Office themselves directly from the Office 365 portal in a self-service delivery model.
That’s it! Your pilot is set up, running, and Office 365 is yours for the next 30 days. Once you’re ready to deploy Office 365 to the rest of your organization, come back to Office 365 FastTrack for Step 2 instructions.