introduction to exchange 2010
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THE FUTURE OF COMMUNICATION
(MICROSOFT STYLE!)
Nathan Winters – Exchange MVP
Lead Consultant – Dimension Data
Agenda
Introduction Exchange Background Software + Services (BPOS) Exchange 2010 Intro to OCS 2007 R2 Q&A
Question: How Many Email Users Are There? Answer:
According to a Radicati Group study from August 2008, there are about 1.3 billion email users worldwide.
That means more than one in every five persons on the earth use email.
The mailboxes commanded by these millions of users were estimated to number about 1.4 billion in 2006.
Corporate Users The Radicati Group counted 516 million business email inboxes
worldwide in 2007.
Disclaimer! Clearly all numbers are educated guesses. Still, they are probably more educated a guess than most of us can make!
Question: How Many Emails Are Sent Every Day?
Answer: Statistics, extrapolations and counting by
Radicati Group from August 2008 estimate the number of emails sent per day (in 2008) to be around 210 billion.
210 billion messages per day means more than 2 million emails are sent every second.
About 75% to 90% of them are likely to be spam and viruses.
First some history
Email – A little history 1960’s Timesharing computers created the possibility of sending
messages to other users of that one computer 1970’s Ray Tomlinson updated SNDMSG (a local email program for
the TENEX OS) for the ARPANET by adding CPYNET. Told colleagues via “email”
John Vittal created MSG which was the first program to allow for replies to a message thus creating a conversational tool
1975 MS and MH – MS was created when the above MSG was ported to Unix, it was very slow and was rewritten by Bruce Borden and called Mail Handler or MH. It became the standard UNIX mail program
1977 – RFC 733 was updated to RFC 822 which first described domain names
1980’s SENDMAIL created and goes on to become most used SMTP server on the Internet
Late 1980’s – Early 1990’s MCI Mail, Compuserve, AOL and Delphi all connect their mail systems to the Internet
The history of @ The Monks
In the Middle Ages, monks published, reproduced, kept and passed on vast amounts of data.
The monks' translations and transcriptions were hard work. Texts were long and brevity a virtue. Authors abbreviated words as short — and common — as "ad". "ad" is Latin for "at".
From Monks to Merchants In the 15th century, the '@' sign appeared again. Spanish merchants used it as an
abbreviation of the weight measure "arroba“. During the Renaissance period, people started to use '@' in the more general
sense of "costs": "1 email address @ $100" means an email address costs USD 100.
From Merchants to Mail With the advent of the Industrial Revolution, '@' was used in bookkeeping and
that's why the inventors of email happily found it on their keyboards. It was Ray Tomlinson who first added @ to separate host and user name
And Finally – A special code for @ was introduced to the Morse code in 2004.
A brief history of Exchange #1
Exchange 4.0 released June 11th 1996Replace MS Mail 3.5X400 based client server mail system
Exchange 5.0 released May 23rd 1997New Admin ConsoleSMTP integration! (With IMC)Exchange Web Access3 Clients
○ Outlook 8.01○ Schedule+ 7.5○ Exchange Client 5
A brief history of Exchange #2
Exchange 5.5 released November 1998First Enterprise edition up to 16TB DBEnterprise edition also contains clusteringOWA now has calendar supportOutlook 8.03 replaced the other two clients
Exchange 2000 (v6) released November 29th 2000First version integrated with Active DirectoryUp to 4 node cluster (2 node active/active!)Instant MessagingMigration nightmare!
A brief history of Exchange #3
Exchange 2003 (v6.5) release September 28th 2003 Included MIS (Exchange ActiveSync) Snapshot backups Much improved OWA Cached Mode RPC over HTTP Standard edition now supports 75GB IMF Support ended April 14th 2009
Exchange Kodiak (v7)??? Never really happened SQL Store?? Spam fighting
A brief history of Exchange #4
Exchange 2007 released November 30th 200664 BitReplication TechnologyPowerShell administrationNo support for 5.5OWA re-writtenTransport RulesAnywhere access (Autodiscover)Unified Messaging
The Market Place
The Exchange Market Exchange on-premise WW email market
share71% in developed countries; 40% in BRIC
countries Notes share continues to shrink except in
BRIC4% share in developed countries; 13% share in
BRIC Hosted email showing strong adoption
70% of WW Small Businesses (5-24 PCs) use hosted email
20-30% of WW Med Businesses (25-499 PCs) use hosted email
The Exchange Market Mobile Email
15% using mobile email now23% using mobile email in 3 years
S+SGartner expect 20% of email seats to be
SaaS by 2012Msft – in 5 years 50% of Exchange
mailboxes will be onlineRadicati – The number of hosted
Exchange seats will grow by 40% in the next 4 years
S + S = The Future?
• Extending tools and platform to cloud
• Experience across multiple devices
• Existing software skills applied to the cloud
• Best of both worlds• User managed• Deployment choices
SERVICES
SOFTWARE
Microsoft Online Services
Enterprise class software delivered via subscription services hosted by Microsoft and sold with partners
Microsoft Online Services --- Business Productivity Online Suite
Standard and Dedicated Versions
• Multiple customers, one architecture• Customer needs rapid deployment• No seat limit• Cost efficiency a key focus
• Single customer per architecture• Businesses greater than 5,000 seats• Optimize for 20,000+• Customer needs most server features
Standard
Dedicated
Exchange Online FeaturesService settings
EHS and Forefront protection Create contacts that appear in the address book Setup distribution lists
Make them private or public Conference room management
Automatic bookingDelegated management
Safe Sender lists Blocked Sender lists
Microsoft Online Customer PortalSubscribing to services
Getting started with the Customer Portalhttps://mocp.microsoftonline.com
Finding subscriptions to try and buy Adding subscriptions to your shopping cart Managing active subscriptions
Microsoft Online Customer Portal
https://mocp.microsoftonline.com
Domain ConfigurationGetting started with Exchange Online
Microsoft Online provides a startup domain Add your own domains to the service
Authoritative vs. external relay domains Verifying your domain
CNAME record Enabling inbound messaging
MX record Pick a default domain
Manage User Accounts OnlineAdministration from anywhere
User creationNew user wizardBulk user import
User list views Modify user properties
Password resetBulk editAlternate e-mail addresses
Deleting user accounts
Microsoft Online Administration Center
https://admin.microsoftonline.com
Exchange Online User ExperienceInformation workers
Welcome Email Change Password Service Client My Company Portal Outlook, OWA and ActiveSync SharePoint Online and Office Live Meeting
Microsoft Online Company Portal
https://home.microsoftonline.com
Coexistence & MigrationOverview
Use the existing active directoryTo create Microsoft Online usersTo manage Microsoft Online user properties
Mix on premise and Microsoft Online usersYou control which users move to Microsoft Online Users collaborative experience stays the same
Use Microsoft Online tools to migrate mailboxesControl coexistence mail flowMove mailboxes to Exchange Online
Issues?
What about these:Voicemail integration – Not yet but soonBlackberry – MSFT hosted – via 3rd partyCompliance - EHS
Can you think of more????
So the key thing is to choose users carefully
Who has done it
Coca Cola Blockbuster GlaxoSmithKline Many More!
BPOS Demo
What’s Next??
Outlook Live – Exchange Labs
Currently aimed at educational institutions - http://www.microsoft.com/liveatedu/free-hosted-student-email.aspx
Nearly 7 million mailboxes Ability to have on premise and off
premise mailboxes co-exist (Faculty and Students)
Pull mail from existing online accounts
It is Exchange 14!
Yes that is right......
Outlook Live running up to 7 million mailboxes in production since 2007 is
Exchange 2010
Exchange 2010
Exchange 2010 - Prereqs Server
Window Server 2008 + No in place upgrades
Client WM 5.0 and up supported Outlook 2003 and up supported
AD Forest 2003 Functional Level AD 2003 SP2 in each site
Exchange Exch 2003 SP2 only and up Ideally E2007 SP2 ExOLEDB, WebDAV, CDOeX and store events all Gone
Prereqs PowerShell v2 .Net 3.5 WinRM 2
Exchange 2010 – x64 Yes; it is only x64!
Lab Environments – Leverage x64 virtualization platforms
Demo machines – Upgrade your machines!
Forest/Domain Preparation – Must use a 64bit server (get those DCs upgraded)
Management Tools – Use, x64 TS, Use RDP, deploy 64-bit Windows Vista or Windows 7 workstations, 4) leverage remote PowerShell
Data Import/Export – Leverage the 64-bit version of Exchange Server 2010 & 64-bit Outlook 2010 to perform PST import/export!
End User
Simplify email triageConversation view
OWA enhancedNote only gives access to PFs on 2010IM in OWAText messaging through OWAMulti browser supportDelegate access in OWA
Calendar Sharing in OWANo more paging
Manage Inbox OverloadOrganize and Navigate with Ease Using Enhanced Conversation View and Filtering
Filtering
Conversation View
Ignore
39
Collaborate Effectively
A Familiar and Rich Outlook Experience Across Clients, Devices and Platforms
Desktop Web Mobile
40
Collaborate Effectively
Rich Mobile Messaging Experience with ‘Desktop Class’ Features and Functionality
Auto-Complete Cache
Conversation View
Voice Mail Preview
41
Collaborate EffectivelyOne Location for E-Mail, Instant Messages,
Text Messages with a Universal Inbox
Voice Telephony
Instant Messaging
SMS Text Messaging
End User UM
Voicemail - now has text preview○ 75% accurate currently - CPU intensive
Also can do Personal auto attendant○ Can do find me○ Can do if from x play y message
Many more languages - 12 for RTM inc ChineseMP3 is the default formatDoes MWI
○ Sends notification via SMSUM Fax support goneRMS protection of voice mail - user leaving
message can mark private
43
Enhance Voice MailQuickly Triage and Take Action on Messages
with Voice Mail Preview
Audio PlaybackText Preview of Voice Mail
Contextual Contact Actions
44
Enhance Voice MailCreate Customized Voice Mail Menus with
Personal Auto Attendant
Managing Auto Attendants Defining a Personalized
Voice Mail Menu
End User
Exchange Control PanelNow used for OWA optionsCreate distro listsUsed as UI for legal discoveryMessage tracking UIRole assignmentPhone MGMTGroup MGMT
Focus on MobileNew clientFirst to be upgradable
46
Simplify AdministrationEmpower Specialist Users to Perform Specific
Tasks with Role-based AdministrationCompliance Officer Human Resources
Conduct Mailbox Searches for
Legal Discovery
Update Employee Info in Company
Directory
Help Desk Staff
Manage Mailbox Quotas
47
Simplify AdministrationLower Support Costs Through New User Self-
Service Options
Track the status of sent messages
Create and manage distribution groups
End User
Mail Tips Prevent accidents
Have you included 3000 usersIs you mail too largeIs your mail sent to someone out of officeIs you mail sent to a moderated groupDo you have permission to send to distro
groupIs you mail marked with RMS and have you
accidentally included external recipients Works as part of OAB
49
Manage Inbox OverloadHelp Reduce Unnecessary and Undeliverable
E-Mail Through New Sender MailTips
Reduce Non-Delivery Reports
Limit Accidental E-Mail
Remove Extra Steps and E-Mail
Architecture
Client accessHA now much improved/on off site
○ Active ManagerDefinitive source of info about what server has active
db
RPC access all through MOMT○ This really helps failover as clients don't really
even notice loss of service as still connected to CAS
Architecture
Architecture
Architecture
Client accessFederated sharing
○ Cross org and also on/off premise○ Federation gateway hosted by MSFT○ Doesn't require dir sync (E14 and O14)○ Share side by side view of calendar○ Free/Busy○ Contacts○ Integrates with Live Calendar
Calendaring data more consistent
54
Collaborate EffectivelyEase Collaboration by Federating Calendar
Details with External Business Partners
Architecture Mailbox
IO reduction over E12 50%○ Exchange did many small random IOs work has been done
to make this more sequential - used to be limited by capacity etc
Page level correction of data base corruption due to disk faults○ This is useful also to prevent reseeds.○ Exchange can analyse changed pages and then resync
themAim for no more use of RAID - one disk one DB - Only if
3+ copies in DAGOnline Mailbox moveSupport 10GB mailboxesStreaming backups are gone
56
Deliver Deployment Flexibility
70% reduction in IOPS Smoother IO patterns Resilience against corruption
Greater Range of Storage Options Through Performance Enhancements
Storage Area Network (SAN)
Direct Attached w/ SAS Disks
JBOD SATA(RAID-less)
Direct Attached w/ SATA Disks
Read IOPS Write IOPS
E2K3E2K7E2010
57
Enable Continuous Availability Limit User Disruption During Mailbox Moves
and MaintenanceE-Mail Client
Mailbox Server 1 Mailbox Server 2
Client Access Server
Users remain online while their mailboxes are moved between servers Sending messages Receiving messages Accessing entire mailboxAdministrators can perform migration and maintenance during regular hours
Architecture Mailbox
Database level failover○ 2-16 copies of data○ Incremental reseed○ 30 sec failover per DB○ Management through exchange not clustering○ Other roles allowed on the cluster - 2 node full HA
but needs hardware NLB○ Continuous replication○ SCC is no more!
No more shared storage
○ SGs no longer exist○ DAG created anytime not preinstalled○ Still Need Enterprise edition
Built in Mail Archive
59
Mailbox Server
Enable Continuous Availability
Evolution of Continuous Replication technology Easier than traditional clustering to deploy and manage Allows each database to have 16 replicated copies Provides full redundancy of Exchange roles on as few as two servers Capabilities of CCR and SCR combined into one platform
Simplified Mailbox High Availability and Disaster Recovery with New Unified Platform
DB1
DB3DB2
DB4DB5
Recover quickly from disk and
database failures
Mailbox Server
DB1DB2
DB4DB5
DB3
Mailbox Server
DB1DB2
DB4DB5
DB3
Replicate databases to remote datacenter
San Jose New York
60
E-mail ArchivingBetter Manage Mail in a Central Archive While
Maintaining a Familiar User Experience
Drag and drop PSTs directly into the archive….
…apply a retention policy….
…or set folders to archive automatically…
Architecture Transport
HA improvements - redundancy (shadow copies) kept whilst message in transit○ Works by using smtp extensions for limited overhead
Dumpster improved so once mail replicated to all copies it is removed from dumpster
Security○ Disposable email addresses○ Automatic mail processing based on rights management
Message tracking○ Works across different organisations - web services
Mobility Block lists for types of devices Send SMS through the phone New client
○ First to be upgradable
62
Enable Continuous AvailabilityGuard Against Lost E-Mail Due to Hardware
Failures with Improved Transport Resiliency
Mailbox Server
HubTransport
Edge Transport
EdgeTransport
Servers keep “shadow copies” of items until they are delivered to the next hop
Also helps simplify Hub and Edge Transport Server upgrades and maintenance
X
63
Protect CommunicationsSafeguard Sensitive Information with Integrated
Information Leakage Protection Capabilities
Across the organization•Apply RMS automatically to messages per policies, content
•Enable discovery of archived messages that have been RMS-protected
•Protect sensitive voice mail messages
Across multiple devices or PCs•View and compose RMS messages in OWA
•Protect messages from any mobile or desktop client
•Enable offline access to RMS-protected messages
Between partners •One-click message encryption
•Send and receive RMS messages
•Web-based reach client for B2B and B2C communications
64
Automate RMS Policies Based on Sender and Recipient Attributes
Apply RMS polices through Transport Rules
Protect CommunicationsAutomatically Protect E-Mail with Centralized
Rights Management Rules
Admin
66
Flexible and Reliable
Delivered in Exchange Server 2007Improved installation and deployment experienceHigh Availability through Continuous ReplicationSimplified management console and command line shell
Building on these Investments in Exchange Server 2010Choice of solution delivery with addition of hosted serviceSingle platform for High Availability and Disaster RecoveryRole-based administration and user self-service
Provide the flexibility needed to operate a scalable, high performing, and easy to administer messaging
infrastructure
67
Anywhere Access
Delivered in Exchange Server 2007Outlook experience on the web, phone, and mobile deviceSingle inbox for voice mail, e-mail, and moreIncreased productivity with improved calendar experience
Building on these Investments in Exchange Server 2010Easier Inbox navigation with updated conversation viewEnhanced voice mail with text previewShare free/busy calendar details with external partners
Help manage communication overload by offering an easy to navigate, universal inbox with advanced messaging
features
68
Protection and Compliance
Delivered in Exchange Server 2007On-premises and hosted protection from virus and spamCompliance to corporate and government regulationsMobile device security and management policies
Building on these Investments in Exchange Server 2010E-mail archiving and more powerful retention policiesNew Transport Rules for automated protection of e-mailPowerful multi-mailbox search UI for eDiscovery
Achieve increased IT governance compliance with advanced tools to protect communications and manage the
infrastructure
Introduction to OCS 2007 R2
Communications Instant MessagingConferencingEnterprise Voice
MessagingE-mailCalendaringUnified Messaging
Microsoft Unified Communications
Identity & presence
OCS 2007 R2 Architecture
Public IM Clouds
WindowsLive
AOL
Yahoo
RemoteUsers
EdgeServers
DMZDataAudio
/Video
FederatedBusinesses
Front-End Server(s)
PSTN
BackendSQL server
AdvancedMedia GW
Exchange2007
Server UM
Voicemail
UC endpoints
Archiving
Server
Active Directory
(MediationServer)
Workloads:• IM/Presence• Conferencing• Voice • UCAS
Applications• Apps sharing• Web
Components
Group Chat
SIPMonitoring
Server
Communicator
Web Access
OCS 2007 R2 Pool
Key Concepts Presence
Different GroupsAutomationCustom Presence
Instant Messaging Escalation to other media
VoiceLiveMeetingTransfer Call
Outlook & OWA Integration Exchange Unified Messaging Communicator Web Access
Key Concepts
LiveMeetingDial in conferencingAccess from the Web
Communicator Mobile v3 Response Group Attendant Console Delegation (Boss/Admin) Group Chat Desktop Sharing
Clients and Devices for OCS 2007 R2
Office Communicator 2007 Office Live Meeting 2007 client Conferencing Add-in for Microsoft
Office Outlook RoundTable Office Communicator Web Access Office Communicator Mobile Office Communicator phone experience PC peripheral devices
UM Overview Problems Being Addressed
Voice and e-mail exist as separate inboxes hosted on separate servers accessed through the desktop for e-mail and the phone for voicemail
Fax messages come to stand-alone fax machines and require personnel to monitor
Users and administrators have to manage their communications from multiple locations with multiple sets of tools
Demo
DelegationKey features
Inbound & Outbound Calls Multiple delegate support Multiple executive support SimRing exec and delegates
or delegates only Configurable through
Communicator by Executives
Delegates must use Attendant
78
Communicator Attendant Call management application for team assistants
Key Features Single Screen UI for multi-call handling Rich presence in contact list and
groups Incoming conversation queue Consultative, Safe & Blind transfers
Integrated conversation history, templates & notes.
Client-side Music on Hold Repeat caller notification
Team assistants and front-desk receptionists using presence to manage conversations and provide fast, efficient service to callers
Communicator Mobile NEW: Single Number Reach Performance improvements Mobile presence state Usability enhancements NEW: Communicator Mobile for Java
Nokia (S40), Motorola RAZR (v3XX)
The Unified Mobile Device Currently have a minimum of two numbers
Work ExtensionWork MobilePersonal Mobilex,y,z
Can Simultaneous Ring \ Auto ForwardSet through MOC and CoMo
Unifying the Experience What about the other way around:
Dialling out from your mobile..?
Single Number Reach Provide single number for business communication Mobile devices are an extension of your
company identity Incoming calls to work number are routed to mobile deviceOutbound calls from phone use work number identity
One voice mailbox for all work-related communication Maintain enterprise relationship with value chain
participates even if key employee departs
Single Number Reach Scenario: Alex calling Ben
Alex select Call via Work (signal goes trough the cellular network data channel)
Alex and Ben both receive call back from OCS (signal goes through cellular network voice channel+ PSTN)
BenAlex
PSTN
InternetMobile
Operator
OCS 2007 R2
Communicator Web AccessHTML-based IM, presence, & desktop sharing
Key Features Consistent experience, no training
Ability to invite anonymous users
Cross-platform support, zero client
Multi-party instant messaging Web based desktop sharing Add audio to an existing session
by OCS dial out to a preferred device
Use a web-based version of Office Communicator to find people, see their presence, IM with them, desktop share, or start an audio conference
Cross Platform Desktop SharingCommunicator based sharing of desktop programs
Key Features One click sharing
from Communicator CWA* for browser
based experience
Call Me Fast rendering
Collaborating users can share their desktop programs across different platforms
* Communicator Web Access
Group ChatPersistent topic based conversations
Key Features List of available Chat Rooms
Chat Room History
Customizable filters and alerts
Archiving for compliance
Teams can collaborate with each other by participating in topic based discussions that persist over time
Teams can set up a call workflow to answer incoming calls , route to a queue and deliver to an available team member to respond to the inquiry
Response GroupUser configurable call treatment, queuing & routing
Key FeaturesIVR , Speech Recognition and Text-to-Speech Call Treatment
User-configured routing rules
Serial, parallel, longest Idle & round robin routing
Call Queuing with Music on Hold
Agent presence aggregation
Call context on inbound calls
Save conferencing costs by setting up an on-premise audio-conferencing bridge for both internal and external users
Dial-In ConferencingOn premise audio conferencing bridge
Key FeaturesSupports VoIP and/or
PSTN dial-in Conferencing Attendant Scheduled or
reservationless conference
Streamline CommunicationsIntuitive experience for end users to manage their communications
Empower your workers with software-powered voice Find & communicate with the right person, right now Rich, flexible, integrated conferencing solutions Click-to-communicate from where you work Anywhere access on any device
Operational Flexibility & ControlProvide the choices users want with the control you need
Reduce costs while expanding options Ensure compliance and security Centralize provisioning Simplify management Provision devices that meet user needs
Reduce costs while expanding optionsEnsure compliance and securityCentralize provisioning Simplify managementProvision devices that meet user needs
Extensible Communications PlatformBuild on a platform that works with what you have today
Extend your existing telephony infrastructure Build communications into any business solution Quickly develop solutions with well-known tools Deliver more secure communication solutions
Q & A Contact Details
Nathan Winters – Lead Consultant – Dimension Data – Exchange MVP
nathan@clarinathan.co.uk
http://www.mmmug.co.uk/blogs/nweb
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