Skype for Business Pre-Engagement Questionnaire... · Web viewSkype for Business Pre-Engagement Questionnaire Skype for Business Pre-Engagement Questionnaire Skype for Business Pre-Engagement

Skype for Business Pre-Engagement Questionnaire

Prepared for:Customer NameNameTitle{Date}Version

Prepared by:Partner NameNameTitleMicrosoft Deployment Planning Services Partner

Microsoft Software Assurance Skype & Exchange Deployment Planning Services


ContentOverview.............................................................................................................................................. 2

General Information.........................................................................................................................3Customer Details...........................................................................................................................3Microsoft Details............................................................................................................................3General Project Information...........................................................................................................4Project Drivers...............................................................................................................................4

Detailed Information.............................................................................................................................5Clients............................................................................................................................................ 5Network......................................................................................................................................... 6Internet Access..............................................................................................................................6Active Directory.............................................................................................................................7

Existing Lync/Skype for Business Server Details...................................................................................9Topology as of Today.....................................................................................................................9Other Server Services..................................................................................................................12

Management and Operations.........................................................................................................12Service and Data Availability..........................................................................................................13

Appendix – Detailed Data...................................................................................................................13

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OverviewThis document helps to provide the consultant that will be performing the Skype for Business Deployment Planning Service (S&EDPS) sessions a better understanding of the customer’s environment. The process begins by working with the customer to review the tables below and fill in the requested information as best possible to ensure the scope is properly identified.Any and all of the questions in the following sections can be used in a pre-engagement questionnaire.

Project ParticipantsThe following table (which contains an example entry) provides contact information for the representatives of the business units that will be involved in the engagement.Name Team Role E-mail address Phone numberChris Jones Office Support Manager [email protected]

m123-456-7890

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mailto:[email protected]

mailto:[email protected]


General InformationCustomer DetailsInformation Type DetailsCompany nameIndustryCustomer contact nameCustomer contact E-mail addressCustomer phone number Country code Area code Phone number

Company Web site addressCompany location Company street address City Location information

Company postal address Postal Office City Postal code Country

Microsoft DetailsInformation Type DetailsMicrosoft Account Manager Name E-mail address Phone number

Microsoft Engagement Manager/Services Executive Name E-mail address Phone number

Microsoft Technical Account Manager Name E-mail address Phone number

Microsoft agreements NDA Enterprise Software Assurance

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General Project InformationInformation Type DetailsTimeline: Do you have ANY fixed time constraints? If Yes please list and explainTimeline: What would be your preferable time line for full production deployment?Do you already have any ideas about the setup of the project team?Current or past operations reviews (Six Sigma, Microsoft Operations Framework Readiness Review, ITIL Review)If you have participated in one of these review sessions, would you be willing to share the results with the on-site consultant?

Project DriversProject DriversWhat is driving the organizations move to Skype for Business Server? Business drivers, technical drivers, specific events?List the top five current Lync/Skype for Business issues/challenges:What new capabilities are desired?List the top 5 most important requirements for Lync/Skype for Business

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Detailed InformationClientsCharacteristic Value (today) Value (projected)Number of end Users:Number of Workstations:Percentage OS of the Workstations: Windows 10 Windows 7 32 bit (Please specify SP level) Windows 7 64 bit (Please specify SP level) Windows 8.1 32 bit Windows 8.1 64 bit Other (please specify)

Percentage of Workstations that are: Desktops: Laptops:

Percentage of Office/Outlook Versions? Microsoft Office 2016 Microsoft Office 2013 (Please specify SP level) Microsoft Office 2010 (Please specify SP level) 2007 Microsoft Office system (Please specify SP

level) Other (please specify)

Percentage of Mobile Users:Number of Mobile Phone Devices:

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NetworkCharacteristic Value (today) Value (projected)Network complexity: (choose an appropriate diagram from the following table and enlarge)

Number of geographic sites:Number of geographic sites with more than {xx} users: (xx should be specified according to what constitutes a “large” site for this organization)Link speeds/utilization/latency/available bandwidth/etc. between central and remote sites (if applicable): (this will require additional organization specific site breakdown details)Where are the firewalls?Are their WAN optimization devices in use? If so, where and what are they?

Internet AccessCharacteristic Value (today) Value (projected)Which sites provide Internet access? Insert a diagram if availableWhat is the Internet DNS architecture? Do you usesplit-DNS?Do you use a geographic based DNS solution? Can you route users to specific datacenters based on the user’s location?What is your reverse proxy solution?

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Active DirectoryStructurePlease attach drawing showing your site topology as well as one showing Forest/Domain topology. Please indicate any trust relationships that exist between forests/domains.Characteristic Value (today) Value (projected)Functional level of each forest with Skype for Business installed into that forest:Functional level of each domain with Lync/Skype for Business installed into that domain:What is the OS and service pack of the schema master for each forest where Lync/ Skype for Business is installed? Specify the platform (32 or 64 bit).Number of Active Directory sites:Number of Active Directory sites that host Lync/ Skype for Business which do not contain a Windows Server 2003 service pack 2 (or higher) global catalog:Do Active Directory sites and site links align with the routing topology for Lync/Skype for Business? If no, how do they differ?Do all Active Directory sites where Lync/ Skype for Business Server will be present have a writeable Domain Controller? If not, which ones do not?Number and name of Active Directory Domains:Number and name of Active Directory Forests: (this might be best accomplished with a diagram)Number and name of Active Directory Domains with Lync/Skype for Business installed into that domain:Number and name of Active Directory Forests with Lync/Skype for Business installed into that forest:Are any domains with Lync/Skype for Business installed single-label domains?Are there any disjoint or non-contiguous (dis-contiguous) namespaces present in the domains with Lync/ Skype for Business installed?Are all FSMO role holding DCs at Server 2003 SP2 or higher? If not, which ones are not?What DNS is in use? Do all DNS servers support SRV records and dynamic updates?Are reverse lookup zones defined for all subnets where Lync/Skype for Business servers will reside?Other important information:In which forest and domains are the users located?

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Domain Controllers and Global Catalog ServersCharacteristic Value (today) Value (projected)In sites where Lync/Skype for Business is or will be installed please indicate the Number and OS of the Global Catalogs – be

specific about the OS version and service pack and platform (32 or 64 bit)

Number of OS of the Domain Controllers (if they are different servers than the GC’s) – be specific about the OS version and service pack and platform (32 or 64 bit)

What are the hardware specifications for the domain controller/global catalog servers? (CPU, memory, disk, network)Are all Domain Controllers at the latest Service Pack available for that OS version?What Active Directory based services are in use:What is the current size of the AD database?

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Existing Lync/Skype for Business Server DetailsTopology as of TodayPlease provide a detailed diagram of the current Lync/Skype for Business Server environment if any.Lync/Skype for Business Servers

Characteristic Value (today) Value (projected)Number of Lync/Skype for Business servers broken down by type (front-end, back-end, edge, etc.), location, AD forest, and AD domain: Lync 2010 Lync 2013 Skype for Business

Number and type of other infrastructure related servers: Gateway/Edge servers Spam and Antivirus servers Standby servers (hot or cold) Voice mail servers Fax and or other gateway servers

What virtualization product is in use, if any?What Lync/Skype for Business roles are virtualized?Office 365 deployment Existing tenant Hybrid deployment Exchange Online Lync Online SharePoint Online How many users deployed in the cloud ADFS/Single sign-on configured

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PKI and CertificatesCharacteristic Value (today) Value (projected)Are SSL certificates in use on existing servers (Lync, web, SharePoint, etc...)?Are SAN certificates in use?Are certificates home-grown or purchased from a CA?Is there an internal Public Key Infrastructure in the environment?

HygieneCharacteristic Value (today) Value (projected)Anti-Virus software used (Indicate what is used on the servers, and on the desktop):

Co-Existence and TransitionCharacteristic Value (today) Value (projected)Are any features of Lync 2010/2013 which will be removed in Skype for Business?Migration tools currently implemented or used in the past:Migration tools purchased available to be used:Does Lync/Skype for Business Best Practice Analyzer run “clean” in the environment? If not, what problems are reported?Are there any future plans for Unified Communications? Compliancy requests? Archiving? Server consolidation? …

Do you have applications 3rd party applications using your Lync/Skype for Business infrastructure?

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Database ConfigurationCharacteristic Value (today) Value (projected)SQL storage currently implemented ( SAN, NAS or DAS):SQL storage future plans (SAN, NAS, or DAS):SQL Database replication method currently implemented, if any:Total Number of accounts:Number of functional accounts:Lync/Skype for Business client versions currently in use(and percentage of each version):

Directories, Address Lists, TopologyCharacteristic Value (today) Value (projected)Number of groups:Number of supported address spaces (e-mail domains):Number and purpose of farms:Number and purpose of edge servers:

Lync/Skype for Business SharesCharacteristic Value (today) Value (projected)Size of shared folders:Folder replication topology:

Internet MessagingCharacteristic Value (today) Value (projected)Define current & future sip addressing strategy?How does the messaging infrastructure send and receive email messages to the Internet?Identify all domains currently routing:Are you federated with any other organizations?What type of federation are you performing? (automatic or static)How many organizations are you federated with?

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Other Server ServicesCharacteristic Value (today) Value (projected)Do you have any SBA or SBS currently deployed?What 3rd party applications does your current Lync/Skype for Business platform use?Do you have Unified Messaging solutions deployed (e.g. Cisco Unity)? Where, how many users?

Management and OperationsCharacteristic Value (today) Value (projected)Number of dedicated Lync/Skype for Business staff:Number of multidiscipline staff tasked with Lync/Skype for Business:Number of contract hours, or resources tasked with Lync/Skype for Business (i.e. consultants or contractors):Do Lync/Skype for Business administrators have Schema Admin and Enterprise Admin access to all forests?Do Lync/Skype for Business administrators have Domain Admin access to all domains?Identify the administration delegation model required by the organization? Administrative roles, Centralized vs. Decentralized?What change control processes do you have in place?What are the requirements for placing a server in the DMZ?Do you have any custom RBAC configurations in place? If so, please define

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Service and Data AvailabilityCharacteristic Value (today) Value (projected)Is High Availability in use today? Is High Availability a requirement? If so, what are the High Availability (HA) and Business Continuity needs?Current backup tools, methodology:Backup goals for the future:How is monitoring done in the current Lync/Skype for Business environment? What monitoring requirements are in place for the future?Is there a documented service level agreement relating the Lync/Skype for Business service?Identify other current/desired Service Level Agreements (SLAs)?Are there any other service dependencies?Describe your Disaster Recovery plan: Have these DR scenarios been tested and verified?

Appendix – Detailed DataInclude any network diagrams, application details, or data referred to in the preceding questionnaire.These can be provided as separate documents, they do not need to be provided with in this document.

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Skype for Business Pre-Engagement Questionnaire... · Web viewSkype for Business Pre-Engagement Questionnaire Skype for Business Pre-Engagement Questionnaire Skype for Business Pre-Engagement