Support Service Description_Office 365 Dedicated Plans_October 2011

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    Support for Enterprises

    Dedicated Plans Service Description

    Published: October 2011

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    The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of

    publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of

    Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.

    This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE

    INFORMATION IN THIS DOCUMENT.

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    license to these patents, trademarks, copyrights, or other intellectual property.

    2011 Microsoft Corporation. All rights reserved.

    Microsoft, Active Directory, ActiveSync, Lync, Outlook, and SharePoint are trademarks of the Microsoft group of companies. All other trademarks

    are property of their respective owners.

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    Contents

    Introduction ........................................................................................................................................................ 4Document Scope ............................................................................................................................................................................. 4

    Shared Support Responsibilities ...................................................................................................................... 5Customer Responsibilities ........................................................................................................................................................... 5Microsoft Responsibilities ........................................................................................................................................................... 5

    Microsoft Support Components ...................................................................................................................... 7Self-Service Tools ............................................................................................................................................................................ 7Customer Portal ............................................................................................................................................................................... 7Secure File Store (ITAR-support plans) .................................................................................................................................. 7Technical Support Team............................................................................................................................................................... 7Availability...................................................................................................................................................................................... 8Severity Levels and Response Times ...................................................................................................................................... 8

    Appendix A: Aligning Microsoft and Customer Service Desk ..................................................................11Phase 1: Discovery and Planning ........................................................................................................................................ 11Phase 2: Delivery ....................................................................................................................................................................... 11Phase 3: Operate ....................................................................................................................................................................... 12

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    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 365support 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 teamhelps 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 isworking 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 iscontinually 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.

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    Shared Support Responsibilities

    Microsoft Office 365 service offerings have established Microsoft as a global leader in the delivery of

    messaging and collaboration cloud services. This success comes in part from making effective and

    responsive support services an integral component of Office 365 cloud service offerings. When customers

    invest in Microsoft Office 365, they expect that the support associated with it will be equal to if not betterthan the support they are accustomed to from their on-premises environment.

    Office 365 customers will succeed in obtaining the support environment they expect by having a clear

    understanding of the roles and responsibilities of both their own organization and Microsoft.

    Customer Responsibilities

    The Office 365 customer is responsible for providing support to their end users.

    The customer must staff a centralized service desk withagents 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 applicablefor problem determination and issue resolution prior to escalating issues to Microsoft.

    Resolve as many issues as possible, including but not limited to:o Issues that can be resolved by reference to provided "how-to" articles and FAQs.o Software configuration.o Client connectivity.o Client desktop support.o Service availability issues within the customer's span of control.o 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 365support. 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. (SeeAppendix A.)

    Respond to issues that escalate from the customer's service desk. The Office 365 supportteam 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.

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    Improve customer satisfaction with support services. The Office 365 support team iscontinually 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.

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    Microsoft Support Components

    If a customer ever encounters problems with Office 365 services, Microsoft is ready to help. The Office 365

    support teams' goal is to help customers resolve technical problems rapidly and efficiently. As described

    in the sections that follow, Microsoft support includes several self-service tools and troubleshooting

    resources in addition to around-the-clock assisted technical support.

    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 commonadministrative tasks and troubleshooting for mailboxes in the Exchange Online environment.

    Blackberry Administration Service (BAS). BAS is a web-based administrative console forcustomers 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 asremotely wiping mobile devices, configuring MailTips, and searching mailboxes across the

    organization.

    Remote PowerShell. This remote command line connection allows for common configurationand 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 arealso available to customers on the portal.

    Secure File Store (ITAR-support plans)

    To comply with federal data security requirements (FISMA/CUI and ITAR), a Secure File Store is provided

    as a secure location to exchange files between authorized Microsoft support team personnel and the

    customer service desk if needed. The Secure File Store is deployed on a customized SharePoint portal

    designed specifically for this purpose and it resides within the Microsoft security boundary.

    Technical Support Team

    The Office 365 support team is comprised of support engineers who are trained and certified in Microsoftcloud services. Customers unable to resolve issues with the available self-service resources can escalate to

    Microsoft support. Common technical support issues escalated to Microsoft include:

    Restoring data or mailbox reconnections Mail delivery Difficulty activating users on mobile devices

    Unless accepted by Microsoft, support incidents that relate to the following causes are not covered:

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    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.

    Severity Levels and Response Times

    A service request specific to a support issue is created when a support issue is escalated from the

    customer's service desk and accepted by the Office 365 support team. In the service request management

    process, each escalated issue is assigned a unique service request number for tracking purposes. The

    customer receives status updates about the service request throughout the service request life cycle via

    email or telephone.

    Office 365 support engineers are able to resolve the majority of issues and problems that they are

    assigned. Issues and problems that cannot be resolved by the support engineers are escalated to

    additional resolver groups. If an issue is escalated to an additional resolver group, support engineers are

    responsible for customer communications.

    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

    Initial

    Response

    Goal

    Microsoft Communication

    Goal

    1 Catastrophic

    Catastrophic business impact in

    which a service, system, network,

    server, or critical application is down,

    impacting production or profitability.

    Multiple users or customers losecomplete functionality of all services.

    15 minutes

    Update customer every one

    hour or via live conference

    bridge; customer updates

    Microsoft every hour or via

    live conference bridge.

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    Severity Level Definition

    Initial

    Response

    Goal

    Microsoft Communication

    Goal

    A Critical

    Critical business impact in which

    service, production, operations, or

    development deadlines are severelyimpacted, or where there will be a

    severe impact on production or

    profitability. Multiple customers,

    users, or services are partially

    affected.

    1 hour

    Update customer every two

    hours; customer updates

    Microsoft every two hours.

    B Urgent

    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.

    2 hours Update customer every day.

    C Important

    Minimum business impact. Importantissue, but does not have significant

    current service or productivity impact

    for the customer. Single user is

    experiencing partial impact.

    4 hoursUpdate customer every three

    days.

    D Advisory

    Used for design change requests

    (DCRs), feature requests, research

    activities, and similar items.

    N/AUpdate customer as

    necessary or agreed upon.

    Severity 1 and Severity A Incident Response Management

    Microsoft uses a formal process for responding to Severity 1 and Severity A incidents that affect service

    availability. The goal of this process is to minimize service outage time, and success is reflected in

    performance against the service availability service-level agreements (SLAs).

    Microsoft classifies incidents that have the potential to impact service availability as Severity 1 or Severity

    A incidents (see Table 1). If a service outage occurs, information regarding the outage is gathered and

    sent to stakeholders, operations teams, key technology contacts, and impacted users.

    As part of its incidence response, the Office 365 support organization takes the following steps:

    Sends an outage notification to the customer. If it is determined that Microsoft needs toresolve the incident, the impact of the incident is appropriately reviewed and assessed. Within the

    initial response goal described in Table 1, the Office 365 incident management team sends a

    notification to the audience that is designated by the customer, covering details of the incident,

    its impact, and an expected time of resolution. Additional communications are sent every hour (or

    two hours for Severity A incidents) for the duration of the incident, as scheduled by the Microsoft

    incident management team, or whenever new and relevant information is available.

    Resolves the incident. The Office 365 support team continues to work on the incident until aresolution is in place or a work-around is established. The Office 365 support team may need to

    engage the customer over the phone, by email, or through a conference call or bridge call, to

    assist in troubleshooting or to validate that the service is back to normal operation. If a bridge call

    is required, Microsoft provides a phone number and participant code. After the resolution is

    validated, the Office 365 support team sends an outage resolution alert to the customer.

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    Contributes to a post-incident review document. A post-incident review (PIR) document iscreated 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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    Appendix A: Aligning Microsoft and Customer Service Desk

    The Office 365 teams work with the customer's support organization to develop processes and

    procedures to support Microsoft Office 365 services at the customer's organization.

    The alignment process typically occurs in three phases.

    Phase 1: Discovery and Planning

    The first phase is completed by performing discovery and planning sessions that clearly define and

    establish the support objectives, goals, and deliverables for the customer. Participants in these sessions

    include the Microsoft Deployment Project Manager (DPM), Microsoft Release Program Manager (RPM),

    and customer management personnel who have responsibility for their service desk infrastructure and

    incident management.

    The Discovery and Planning phase for the customer's service desk alignment requires the following:

    Understanding customer business needs. Discussion of service desk planning and input-based support requirements. Collecting and validating the range of customer information that is required for support on-

    boarding.

    Surveying the services and systems that the customer currently uses for providing day-to-dayuser support and for handling incidents, problems, known errors, and processes for change

    management.

    Discussion of the incident management process and activities. Discussion of the change management process and activities. Identifying training needs for the customers support team and service desk staff. Aligning the customer's service desk to the Office 365 support service framework within the

    Service Ready deployment milestone.

    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.