branded word template (single column) file · web viewthis questionnaire asks questions...

[Client Name]

Microsoft Exchange Requirements & Planning

[INSERT DATE]

Table of ContentsOVERVIEW......................................................................................................................3

GENERAL SECTION.........................................................................................................4Customer Details.......................................................................................................4

DEPLOYMENT PLANNING SERVICES PARTICIPANTS...........................................................5PROJECT DRIVERS..........................................................................................................6INFRASTRUCTURE DETAILS..............................................................................................7

Clients.......................................................................................................................7Network.....................................................................................................................8Internet Access.........................................................................................................9

ACTIVE DIRECTORY.......................................................................................................10Structure..................................................................................................................10Domain Controllers and Global Catalog Servers....................................................11PKI and Certificates.................................................................................................12Virtualization............................................................................................................12Lync UC Infrastructure............................................................................................13

EXCHANGE INFRASTRUCTURE........................................................................................14Message Hygiene...................................................................................................15Co-Existence and Transition...................................................................................15Mailbox Configuration..............................................................................................16Public Folders.........................................................................................................16Address Lists and Admin Groups............................................................................17Internet Email..........................................................................................................17Other Server Services.............................................................................................18

MANAGEMENT AND OPERATIONS...................................................................................19APPENDIX – DETAILED DATA.....................................................................................20

OverviewThis questionnaire asks questions that are relevant to the Exchange Deployment Planning Services offerings. The goal of this document is to collect information to assist the delivery consultant with:

Understanding your environment Properly defining the scope / agenda of the Deployment Planning Service engagement

Complete this questionnaire as completely as possible and return it to the delivery consultant.

General Section

Customer DetailsInformation Type Details

Company name

Industry

Customer contact name

Customer contact e-mail address

Customer phone number Country code Area code Phone number

Company Web site address

Company location Company street address City Location information

Company postal address Postal Office City Postal code Country

Deployment Planning Services ParticipantsIn the following table (which contains an example entry), provide contact information for the representatives of the business units that will be involved in the engagement.

Name Team Role E-mail address Phone number

Peter Dorner Exchange Manager [email protected]

123-456-7890

Project Drivers

Project Drivers

What is driving the organizations move to Exchange 2010/2013? Business drivers, technical drivers, specific events?

List the top five current Exchange issues / challenges:

What new capabilities/features are desired?

List the top 5 most important requirements for Exchange

Infrastructure DetailsClients

Characteristic Comment

Number of end users:

Number of remote end users:

Number of workstations

Number of Windows XP (specify SP level)

Number of Windows 7/8 (Specify SP level)

Number of Office 2003 SP1

Number of Office 2007 and up

Plan to upgrade to at least Windows 7 and Office 2010?

Percentage of mobile users:

Network


Network complexity: (choose an appropriate diagram from the following table and enlarge)

Number of geographic sites:

Number of geographic sites with more than {1000 } 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? What kind of traffic is optimized?

Do you currently have a DMZ?

Internet Access


Which sites provide Internet access? Insert a diagram if available.

What is the Internet DNS architecture? Are you using AD integrated DNS or a 3rd party appliance/OS providing DNS service? Do you use split-DNS?

Do you use a geographic based DNS solution? Can you route users to specific datacenters based on the user’s location?

Do you have access to modify your own public DNS records?

What is your reverse proxy solution?

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.


Functional level of each forest with Exchange installed into that forest:

Functional level of each domain with Exchange installed into that domain:

What is the OS and service pack of the schema master for each forest where Exchange is installed? Specify the platform (32 or 64 bit)

Number of Active Directory sites

Number of Active Directory sites that host Exchange which do not contain a Windows Server 2003 service pack 2 or higher global catalog

Do all Active Directory sites where Exchange 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

Number and name of Active Directory Domains with Exchange installed into that domain

Number and name of Active Directory Forests with Exchange installed into that forest

Are any domains with Exchange installed single-label domains?

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 Exchange servers will reside?

Other important information:

In which forest and domains are the users located?

Domain Controllers and Global Catalog Servers


In sites where Exchange 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)

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?

PKI and Certificates


Are SSL certificates in use on existing servers (Exchange, web, SharePoint, OCS, etc...)?

Are SAN certificates in use?

Any wildcard certificate in use?

Are certificates home-grown or purchased from a CA?

Is there an internal Public Key Infrastructure in the environment?

Virtualization


Do you anticipate deploying Exchange on physical servers or virtual?

If virtual, what type of virtualization are you using today?

What Exchange roles are virtualized?

Lync UC Infrastructure


Do you currently have Lync deployed in your environment?

If Lync does exist, please state what type and OS version currently on

Do you intend on integrating Lync UC infrastructure with Exchange?

Exchange Infrastructure


What version of Exchange are you using today?

Number of Exchange server broken down by type

Other message relating servers (spam, virus filtering, archiving, fax gateways, voice etc.)?

If Exchange 2007, 2010 or 2013 have you deployed Unified Messaging?

Is Exchange Autodiscover and Exchange Web Services (EWS) resolvable both on the internal and external network?

What is your primary SMTP namespace?

What other SMTP namespaces are you using?

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

Is there a documented service level agreement relating the Exchange service?

Describe your Disaster Recovery plan

Have these DR scenarios been tested and verified?

Message Hygiene


Antivirus software used and where (desktop, mailbox, edge server etc.)?

Antispam software used and where (desktop, mailbox, edge server etc.)?

Co-Existence and Transition


Any legacy connectors (x.400, Notes etc.)?

Migration tools implemented or used in the past?

Migration tool currently available? Please specify name and version

Are there future plans forUC, Compliance, Archiving?

List applications that are using Exchange server to send e-mails directly

List applications that are using Exchange to send e-mails using Public folders, Mailbox, Distribution list

Mailbox Configuration


Total number of mailboxes?

Total number of conference room mailboxes?

Total number of shared mailboxes?

Mailbox storage type?

Mailbox database replication method?

Average mailbox soze?

Highest mailbox size?

Any mailbox quotas?

Average message size?

Maximum allowed message size?

Retention policies and settings?

Do Exchange administrators have Domain Admin access to all domains?

Public Folders


Number of public folders

Size of public folders

Public folder replication topology?

Address Lists and Admin Groups


Number and name of address spaces?

Number of address lists?

GAL/Address list segmentation?

Number of distribution lists?

Number and details of routing groups?

Internet Email


How Exchange send and receive e-mail from the Internet (any message gateway)?

List transport rules and its details

List all SMTP domain that currently are routed through Exchange

Maximum allowed message size?

Maximum Inbound message size?

Maximum outbound message size?

Maximum message size between sites?

Any hosted services?

Number and details of routing groups?

Other Server ServicesCharacteristic Comment

Do you have a fax solution in place?

List all 3rd party applications whose using the existing Exchange infrastructure

Do you have UM solution deployed? Where and how many users?

Management and Operations


Number of dedicated Exchange staff

Do Exchange administrators have Schema Admin and Enterprise Admin access to all forests?

Do Exchange administrators have Domain Admin access to all domains?

Will VPN access be provided as required to work remotely? Are there any types of restrictions?

Will vendor be granted AD Domain Admin rights to perform deployment?

Do you have any custom RBAC configurations in place? If so, please define.

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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