36. Can you describe each user group and the use cases? A typical user will be member of one team of 7-10 people; they will need to share/collaborate
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1 1 RFP Addendum 1. What version of AD - Forest Functional, Domain Functional, DC OS Version(s) - is currently deployed? Domain functional level Windows Server2008 Forest functional level Windows Server 2003 In process of upgrading to domain and forest functional level What version of Exchange Server 2010 (Service Pack and Cumulative Updates) is currently deployed? Exchange 2010 SP2-Rollout 4 ( ) 3. What version(s) of BBOS and BES are currently deployed? BES Server version 5 SP3 Version: Device Models: 9800 SV (Platform ) 9360 SV (Platform ) 8520 SV (Platform What is the name and version of the MDM solution currently deployed? On premise-airwatch Mobile Device Management Version: with approx. 90 iphones 4S, 5C and 5S (ios 6.13/7.04) 5. What is the name and version of the antivirus software currently deployed? Symantec Endpoint Protection version What is the name and version of the anti-spam software currently deployed? Symantec Messaging Gateway Version How many physical datacenters are there? Two datacenters (main one in Oxford location and small one in Richmond location) 8. How many physical sites are there? Three sites (Oxford St., Richmond St. and Strathroy) 9. If there are more than one datacenter/sites, what is the connectivity between each site/datacenter? MPLS connectivity between each site Oxford St.-40Mbps Richmond St.-40Mbps Strathroy-3Mbps 10. Is Office 365 archiving part of the required solution?. 11. Is there any Exchange public folders in uses that needs to be migrated? How many items and total size? we do not have any public folders. 12. What is the current service pack installed on Exchange 2010? Please see Q2 13. Is Active Directory synchronisation and Single Sign On required with Office 365?. 14. Can you provide details on your need regarding the initial configuration of SharePoint? The end state for SharePoint will be a full file server structure for 3 current Units (30 teams) + IT, Finance, Legal, QA, HR. Also during the initial setup you need to complete all necessary security rights according with our current internal file structure; team mailboxes, calendars will needs to be setup; basic workflow for some specific process (approval workflow for daycare, taxi, IT procurement, etc.) will be required 15. Lync is part of the Office 365 offer; please provide details on your needs for Lync installation? Are we talking about the Lync client on computers? We need the setup installation/integration within Office Are we able to assist you remotely? Some work can be done remotely however due to complexity of the project some meetings and initial configuration will be done on our 2 London locations
2 17. Remote sites How many remote sites are impacted by the change to Office 365 Please see Q8 and Q9 18. How users at each remote site? Oxford location 375 users Richmond location 75 users Strathroy 25 users 19. Also, what resources are available at each site? e.g. File Server, Domain Controllers, etc. Oxford location 1 FS (using DFS), 2 DC Richmond location 1 FS (using DFS), 2 DC Strathroy 25 users 1FS (using DFS), +DC 20. What are the link types and speeds (up and down) between sites? Please see Q9 21. Any completely remote workers? 22. Has CAS considered integrating their Active Directory with Office365 through ADFS servers to facilitate single sign-on? If yes, what is the current Domain Controller configuration (i.e. one Forest, how many OUs)? 24. If so, is the vendor responsible for the design and implementation of the ADFS infrastructure? The main installation of the servers and OS will be done in-house; the remaining configuration and setup will be done by successful vendor 25. Are we to assume that all the hardware and all licensing will be available to support ADFS? 26. Please advise what the in house MDM solution is along with current version. Any mobile devices other than Blackberries in use? What model, version and OS version of mobile devices are in use? Please see Q3 and Q4 27. What is the existing anti-spam and AV software in use? What are your expectations for integration? Is there no desire to leverage anti-spam and AV built-in to the O365 platform? Please see Q5 and Q6 28. What is the current on premise meeting scheduling software and do you plan to keep it Meeting Planner is the current meeting schedule; we are open to change/move to a new one that will fully integrate with O Is built in Exchange archiving enabled currently? Is archiving being done outside of Exchange? Currently not but we will need one in place for O Is all mail stored in Exchange IS or are there PST files on a network share or stored locally on users PC/laptops? s are currently store in Exchange only 31. If there are PST files, will those need to be migrated to O365? Is the vendor required to perform all migration or is it to be done by CAS staff after getting instruction from vendor? PST currently used by any staff 32. How many devices that require , like scan-to- copiers, need to be accounted for? We have about 18 Xerox copiers and another 30 devices (servers, storage devices, etc.) 33. Public folders are no longer available in O365. Are you currently using public folders? What are you using them for? Public calendars, address lists, file storage? How large is the public folder database? Is the vendor required to find a workaround for all current uses of public folders in the O365 configuration? We currently don t use public folders in our Exchange environment 34. Is the Exchange server as an SMTP server for other things? Scan to ? Alerts?. We use e-fax, scan-to- and various server/storage alerts. 35. Is Lync Enterprise Voice a requirement?. 2
3 36. Can you describe each user group and the use cases? A typical user will be member of one team of 7-10 people; they will need to share/collaborate on specific case documents 37. Is the system to be used for case management?. 38. Can you describe the use case for the external web portal? How many users and what authentication model they would be using (e.g. Claims authentication or are they part of CAS s AD?) Our plan is to use this external web portal for our Board of Directors; the authentication be either way 39. Can you describe a workflow use case? Is CAS considering aftermarket workflow tools or is this response constrained to SharePoint OOB workflows? Some example of workflow documents can be: -day care request (a standard form filed by one works send for approval to a supervisor) -taxi request (a standard form filed by one works send for approval to a supervisor) -IT equipment requests 40. Are bids prepared by more than one vendor acceptable assuming one vendor is primary? Are we required to indicate all vendors included in the response? We currently accepting complete proposals for this RFP only from one vendor 41. CAS has indicated that Other Factors is an area to be evaluated for proposal submissions. What specifically are the Other Factors? Other factors would include experience working with other CASs, non-profit organizations, customer testimonials 42. What is the primary expected business outcome? To successfully migrate/implement this cloud solution and to offer true mobility for our staff 43. What are the benefits of this project? Please see Q What are your business pain points with the existing solution? Complexity 45. What challenges or limitations are you trying to solve? To offer mobility to current staff 46. Has Microsoft allocated any Office 365 investment funding? If yes, what is the amount of the funding and will it be made available to the selected partner? Microsoft has provided non-profit prices for O365 E3 plans 47. Are Quotas to be implemented for users? Although E3 plan has not space limitation we want to offer 5GB per mailbox and unlimited for archive per user 48. Do you have clients that will use other protocols (IMAP, POP3, SMTP)? 49. Do you plan to use blackberry, smartphones, IPhones etc? Please see Q3 and Q4 50. Could you provide a number of devices (per device type)? Please see Q3 and Q4 51. Did you validate the infrastructure readiness for Office 365 (Bandwidth, Servers, AD, clients, browsers, smartphones )? 52. Do you need us to achieve this task? Most likely yes 53. How do you plan to install or upgrade Microsoft Outlook? Through GPO or WDS 54. Who will be managing the Solution? Our internal IT staff 55. What s the number of Service desk support staff? 3
4 2 technicians 56. What s the number of Administrators staff? 2 administrators 57. We are using migration tools to perform the migration; do you consider using such tools? (Quest, Binary Tree) if these tools are recommended/needed 58. Do you consider migrating the entire data contained on the existing Messaging solution? 59. Will successful vendor help in onboarding to the Office 365 Service? (Subscription etc ) Most likely yes 60. Is the same SMTP namespace as the existing one to be used? 61. Will the successful vendor migrate all users from the existing System(s) to Office 365, or doing only a subset of users and the CAS IT team would proceed with the remaining users? Successful vendor will migrate a total of users and the rest to be completed by IT staff 62. Will the successful vendor migrate any local content hosted on client computers (NSF files)? 63. In the case you have mail-integrated applications (UC, scanners, Operations applications, Security ) that need to be migrated to O365? 64. Do you have any privacy or security regulations that you need to comply to, and that can potentially increase the scope, time or schedule of the project? We currently exploring the possibility of using our current RSA (two-way) authentication for external access 65. Is encryption and signature required? Encryption (TLS) to all other CAS domains is already in place via O365 and signature is not a requirement 66. Do you have plans to train your service Desk/Administrators? Does the successful vendor have to be involved in such training? The successful vendor will have to provide training and transfer knowledge for 2 administrators 67. Do you want our support to modify the existing service desk processes? 68. Do you have plans to train end users? 69. Are there any project deadlines, constraints? 70. Is a proof of concept required? 71. Are there any dependencies on other projects or programs? 72. Are there any dependencies that other projects have on this project? Potentially laptop deployment for staff 73. Is the successful vendor help needed to develop a communication plan for the migration (strategy, content, Create change strategy..)? 74. What s the Product name of the current messaging system(s)? (If you have multiple environments please list all of them) Please see Q6 75. What s the Version of Current servers? Please see Q How many servers are existing today (per environment)? 4
5 5 50+ servers 77. Number of Users (mailboxes) in the existing environment (s) (per environment). 500 users 78. Do all the messaging users exist in AD? 79. Describe the Active Directory Forest(s) Domain(s) 80. Are the AD users in a single domain or multiple domains? Single domain 81. Number of physical Sites that host users with Mailboxes? Please see Q8 82. Do you have support staff in remote sites? 83. How many lists exist (distribution groups)? Current AD Version and functional levels. 85. Current AD Schema Level? 86. Do you manage your public DNS system? 87. Do you have a public PKI service? Do you manage the creation of certificates? however we have an internal CA 88. What s the bandwidth to the Internet from the datacenters where the servers exist? 70 Mbps symmetrical dedicated 89. Do you have an encryption system for your s? Please see Q What is the windows version on the clients? Windows What are the office versions available (Microsoft outlook). Office Is there Office 2003 and below? 93. What s the data volume that needs to be migrated? Aprox. 500Gb for Exchange and 500GB for SharePoint 94. Could you classify the Mailboxes per size (number of mailboxes) Under 500 MB 100 users From 500 MB to 2 GB 350 users More than 2 GB. 50 users 95. Are there mail enabled applications connecting to the existing environment(s)? (Scanners, LOB applications, Operations applications, Security applications ) Please see Q Do you have a filtering SMTP gateway? Is this solution to be maintained? Please see Q6 97. Do you manage your own Internet Firewalls? 98. Do you use proxy internally to connect to the internet (WWW)?
6 99. Do you need to migrate documents into SharePoint Online? If so how many and what is the what is the total size and average size? The successful vendor will migrate users and IT will migrate the rest; total size is 1GB/ files 100. How many folders does the CAS file structure contain? How many shared calendars will be needed in SharePoint? One per team site 102. What type of workflow does the CAS require? Please describe the purpose for each workflow. Please see Q The successful vendor assumes OOTB functionality will be implied wherever possible. There will be no custom web parts or custom code required for the portals. Correct? 104. We assume the internal (Intranet) and external (Extranet) portals will have the same CAS branded look and feel. Correct? 105. End User SharePoint Training required; End User SharePoint documentation required. Correct?
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