client protocol flow in exchange 2013/2010 coexistence | introduction | 20#23

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Page 1 of 28 | Part 20#23 | Client protocol connectivity flow in Exchange 2013/2010 coexistence environment | Introduction and basic concepts| 1/4 Written by Eyal Doron | o365info.com | Copyright © 2012-2015 CLIENT PROTOCOL CONNECTIVITY FLOW IN EXCHANGE 2013/2010 COEXISTENCE ENVIRONMENT | INTRODUCTION AND BASIC CONCEPTS| 1/4 | 20#23 The current article, is the first article in a series of four articles, which will dedicate to a detailed review of the client protocol connectivity flow in Exchange 2013/2010coexistence environment. So… get ready to dive into the wonderful world of Exchange 2013 and Exchange 2010 coexistence!

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Client protocol connectivity flow in Exchange 2013/2010 coexistence | Introduction and basic concepts| 1/4 | 20#23 http://o365info.com/client-protocol-connectivity-flow-in-exchange-2013-2010-coexistence-environment-introduction-and-basic-concepts-14/ Reviewing the subject of – client protocol connectivity flow, in an Exchange 2013/2010 coexistence environment (this is the first article, in a series of four articles). Eyal Doron | o365info.com

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Page 1: Client protocol  flow in Exchange 2013/2010 coexistence | Introduction  | 20#23

Page 1 of 28 | Part 20#23 | Client protocol connectivity flow in Exchange 2013/2010

coexistence environment | Introduction and basic concepts| 1/4

Written by Eyal Doron | o365info.com | Copyright © 2012-2015

CLIENT PROTOCOL CONNECTIVITY FLOW IN

EXCHANGE 2013/2010 COEXISTENCE

ENVIRONMENT | INTRODUCTION AND BASIC

CONCEPTS| 1/4 | 20#23

The current article, is the first article in a series of four articles, which will dedicate

to a detailed review of the client protocol connectivity flow in

Exchange 2013/2010coexistence environment.

So… get ready to dive into the wonderful world of Exchange 2013 and Exchange

2010 coexistence!

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To be able to understand the different “Exchange clients” protocol connectivity flow

in Exchange 2013/2010 coexistence environment, we will review five types of

“relationships” that exist between Exchange 2010 client and the Exchange CAS 2013

server:

Autodiscover client – protocol connectivity flow (Part 2#4)

Outlook client – protocol connectivity flow (Part 2#4)

OWA client – protocol connectivity flow (Part 3#4)

ActiveSync client – protocol connectivity flow (Part 4#4)

Exchange web service client – protocol connectivity flow (Part 4#4)

General terms that we will be used along the current article series.

1. Exchange 2010 client – when we mention the term: Exchange 2010 client, the

meaning is Exchange client that his mailbox is hosted on the Exchange 2010

mailbox server.

2. Exchange CAS 2013 or CAS2013 or “New York Public facing Exchange CAS” – in

our scenario, the Exchange 2013 coexistence environment is implemented by

adding Exchange CAS 2013 infrastructure to the headquarter company: the New

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York site. The “New York Exchange 2013 CAS server” will serve as a main point or

focal point for external Exchange client and for internal Exchange clients as an:

Autodiscover Endpoint.

Exchange 2010 client protocol connectivity

flow road map

One of the main charters of Exchange 2013 coexistence environment, is the

“abundance” of a different mail client protocol, different Exchange services and so

on.

To be able to “digest” this complex infrastructure, we need to use some logical

structure that will help us arrange all the different parts.

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To clarify the essence of the “relationships”, between the Exchange 2013 CAS server

and his Exchange 2010 clients, we can define three major responsibilities of

Exchange 2013 CAS server to his Exchange 2010 clients (and Exchange 2013 clients).

We can classify the responsibilities of Exchange CAS to his Exchange client into two

major sections:

Section 1: providing access to a user’s mailbox

The most basic and essential service that Exchange 2013 CAS provides to his

Exchange clients (legacy or non-legacy Exchange client) is the ability to get access to

the content of their mailbox.

In an Exchange environment, the only way that Exchange client can use for access

Exchange mailbox content is, by addressing the Exchange CAS server, which will

“handle his request” and “mediate” between the Exchange mail client and his

Exchange Mailbox server (in our scenario, the mailbox that is hosted by Exchange

2010 Mailbox server).

To be more specific about the term: “providing mailbox access”, in an Exchange

2013 coexistence environment, the Exchange CAS server is responsible for

providing mailbox access to three different types of mail clients:

1. Web mail client (OWA)

2. ActiveSync mail client (Mobile)

3. Outlook mail client

Section 2: Autodiscover services

The Autodiscover services

Point Exchange client (provide information) to existing Exchange web services

such as: Free\Busy time and so on.

Provide Outlook client the required configuration setting needed for creating a

new mail profile and for the ongoing communication with Exchange server.

Section 3: Exchange web services

In Exchange 2013/2010 coexistence environment, the element that provides

Exchange web services to Exchange 2010 clients is: the Exchange 2013 CAS server.

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Exchange 2010 clients will contact Exchange CAS 2013 by default and the “behind

the Scenes” the Exchange CAS 2013 will “fetch” the Autodiscover information from

an Exchange CAS 2010 server.

1. Exchange CAS server | Providing Exchange mail client access to their

mailboxes.

Each of the Exchange mail clients, have a unique and specific charter. For this

reason, each of these “mail clients” has different relationships with the Exchange

CAS 2013 or in other words: the client protocol connectivity flow for each of these

Exchange mail clients is implemented differently.

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In Exchange 2013/2010 coexistence environment, the “task” of enabling Exchange

2010 client’s access to their mailboxes, will be implemented by default by using the

“Proxy” method.

When Exchange 2010 clients such as: Outlook, ActiveSync or OWA addresses the

Exchange 2013 CAS, asking access to their mailbox, the Exchange 2013 CAS will

proxy their request to Exchange 2010 CAS.

An exception to the “default Proxy” rule, is implemented in a scenario which

described as:” Exchange OWA client and a multiple Public facing Exchange site

environment. In this scenario, the Exchange CAS 2013 will use the method of

redirecting instead of “Proxy”. You can read more information about this scenario in

the article: OWA client protocol connectivity flow in Exchange 2013/2010

coexistence environment | 3/4

Note – the method of redirecting the OWA client in a scenario of “multiple Public

facing Exchange site environment” is not related only to “Exchange 2010 OWA

client” but to any external Exchange OWA client.

In the following diagram, we can see a summary of the Exchange client protocol

connectivity flow that is implemented in Exchange 2013/2010 coexistence

environment when the Exchange 2010 client requests access to their “Exchange

2010 mailbox”.

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Exchange 2010 clients will access their mailboxes that are hosted on the Exchange

2010 mailbox server via the “mediation” of Exchange CAS 2013 server. In other

words, Exchange 2013 CAS will proxy all of the Exchange 2010 client to the “legacy

Exchange infrastructure” (Exchange CAS 2010).

2. Exchange server as an Autodiscover provider

In an Exchange 2013/2010 coexistence environment, the Exchange CAS 2013 server

act as an “Autodiscover focal point” for all the types of Exchange clients: native

Exchange clients (Exchange 2013) and legacy Exchange (Exchange 2010) clients.

When Exchange 2010 clients address Exchange 2013 CAS, requesting for

Autodiscover information, the Exchange 2013 CAS handles the request by “forward”

(Proxy) the Autodiscover requests, to the Exchange 2010 CAS.

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The element that generates the Autodiscover information is the Exchange 2010 CAS

and the element the “physically” provide the Autodiscover information to the

Exchange 2010 clients is, the Exchange 2013 CAS.

To recap:

Exchange 2010 clients will address the Exchange CAS 2013 server when they

need Autodiscover information. In other words, Exchange 2010 clients relate to

the Exchange 2013 CAS as: Autodiscover Endpoint.

Exchange CAS server proxy the requests to Exchange 2010 CAS.

The Exchange 2010 CAS generates the Autodiscover response.

3. Exchange server and Exchange web services

The third part relates to the Exchange web services.

In Exchange 2013/2010 coexistence environment, the preferred method or the best

practice is: that the Exchange 2013 CAS, will provide Exchange web services to

Exchange 2010 clients.

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Exchange coexistence environment | Scenario

infrastructure and charter’s description

In the next three articles, we will review a couple of passable scenarios of: Exchange

2010 client protocol connectivity flows in Exchange 2013/2010 coexistence

environment.

The organizational infrastructure that will use for demonstrating the passable

protocol connectivity flow, has the following characters:

Geographical infrastructure disruption

o365info, is a global company that has three sites:

Two sites in the USA and one site in Europe.

1. Public facing Exchange site

The company headquarter site is located in New York, and the additional sites are:

Los Angles and the Madrid site.

New York and the Madrid site are: “Internet facing sites”.

The New York site includes Exchange 2013 Public facing server.

The Madrid site includes Exchange 2010 Public facing server.

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2. Non-Public facing Exchange site

The Los Angles site configured as: intranet site. The meaning is that the “Los Angles

internal Exchange infrastructure is not “exposed” for public Exchange clients.

The Los angles Exchange user does not have the ability the “direct access” their

Exchange infrastructure, but instead, they will need to use the “New York Public

facing Exchange CAS” as a “Mediator” or a “Broker” that will help them to access the

“internal Los Angles” Exchange infrastructure.

In a scenario, in which an “external Los Angles Exchange users” need to access his

mailbox, the user will address the “New York Public facing Exchange CAS” and use

“his help” to get to his mailbox.

The “New York Public facing Exchange CAS” will accept the Los Angles external

Exchange clients and, Proxy these requests to the internal Los Angles Exchange

infrastructure.

Public Exchange infrastructure | The concept

of main\primary Public facing Exchange site |

Autodiscover Endpoint

Although Exchange public infrastructure can be distributed between many Public

facing Exchange sites and, use many different namespaces, the “logical

infrastructure” of the Exchange public environment will be based most of the time,

on a model which can be described as a “centralized model”.

The meaning of this “centralized model” concept is that all the Exchange clients, will

start their “journey” by connecting or addressing a specific “focal point” and this

“focal point” will decide how to “promote” the Exchange client request.

In a public Exchange environment, the meaning of “focal point” translates into the

concept of public Autodiscover Endpoint.

As mentioned, even in a scenario in which the organization infrastructure consists

of multiple Public facing Exchange sites, the Autodiscover Endpoint will point only

to one “element” and the client protocol connectivity flow, will be “determined”,

based upon the information that will be provided by this “primary Autodiscover

Endpoint”.

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Note – the descriptive concept of: “primary Public Autodiscover Endpoint” is

implemented most of the time, but, there are other alternatives to this method. For

example, in a modern network environment, there is an option for using GeoDNS

which enable to implement a different that could be described as a “distributed

model” (versus the “standard centralized model).

In a solution that is based on GeoDNS, the AutoDiscover public record such as:

autodiscover.o365info.com, will be pointed to a couple of Public facing Exchange site

at the same time. The element that will “direct” client to the “right Autodiscover

Endpoint” is the GeoDNS server.

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To demonstrate the concept of: “primary Public facing Exchange site”, that holds

the role of public Autodiscover Endpoint, let’s use the following scenario:

The “primary Public facing Exchange CAS” and

Autodiscover services

An organization that has four Public facing Exchange sites. Although there are four

Exchange sites with “Public availability “and although each site has a: Public facing

Exchange CAS server, only one site will be considered a “primary Public facing

Exchange site”. In our scenario the Autodiscover

record: autodiscover.o365info.com is pointing to the Public facing Exchange CAS

server in site 1.

In the following diagram, we can see that external Exchange clients from all the

different Exchange sites, start the communication process with the Public facing

Exchange CAS server in site 1. Because the public Autodiscover record is “mapped”

to the IP address of the Public facing Exchange CAS server from site 1.

In case that the external Exchange client “belong” to site 1, the Public facing

Exchange CAS server sends Autodiscover information that includes information

about public Exchange resources from site 1.

In case that the external Exchange client “belong” to site 2, the Public facing

Exchange CAS server sends Autodiscover information that includes information

about public Exchange resources from site 2 and so on.

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The “primary Public facing Exchange CAS” and access to mailbox data services

In a scenario that the external Exchange client needs access to his mailbox, the

Public facing Exchange CAS server from site 1 that serves until now, as: “public

Autodiscover Endpoint”, start to act as a “Smart Router” that handles the Exchange

client requests for mailbox access.

Scenario 1: In case that the external Exchange client “belong” to site 1, the Public

facing Exchange CAS server will proxy the external Exchange client request to the

“internal Exchange infrastructure”

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In case that the external Exchange client “belong” to site 2, there are a couple of

passable scenarios.

Scenario 1: in case that the “Exchange client from site 2” is an: Outlook client, the

external Outlook client will contact the “public representative” of “his site” such as

the Public facing Exchange CAS server of site 2 (based upon the Autodiscover

information that he got in the former phase).

Scenario 2: in case that the “Exchange client form site 2” is ActiveSync client, the

“New York Public facing Exchange CAS” will Proxy the client request to the “Madrid

Public facing Exchange CAS”

Scenario 3: in case that the “Exchange client form site 2” is OWA client, the “New

York Public facing Exchange CAS” will send a redirection command to the OWA

client that will redirect the OWA client browser to the “Madrid Public facing

Exchange CAS”.

In the following diagram, we can see the process in which the “New York Public

facing

Exchange CAS” accepts the external Exchange client communication request and,

based upon the type and the Exchange CAS server location, decide how to handle

the request.

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Organization Namespace and Exchange

infrastructure

In an Exchange 2013/2010 coexistence environment, we can relate to a couple of

“namespace infrastructures”:

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1. External\Public namespace infrastructure – this is the namespace that will be

used for publishing Exchange hosts who have Public availability (can be accessed

by external Exchange clients)

2. Primary namespace infrastructure – the “translation” of the “primary concept” is

the Exchange CAS server who will serve as a “focal Autodiscover Endpoint”

3. Internal namespace infrastructure – this is the namespace infrastructure that is

“not exposed” to the public network and can be used only by the internal

Exchange client. The internal Exchange namespace could be different from the

external namespace this scenario described as: disjoint namespace. In our

specific scenario, the internal and the external namespaces are identical.

In our scenario, we will be based on two namespaces:

1. Primary namespace – the primary namespace points to the “Exchange 2013 New

York Public facing Exchange CAS server”

2. Regional namespace – the regional namespace, points to the “Exchange 2010

Madrid Public facing Exchange CAS server”

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Before the implementation of the Exchange 2013 coexistence environment, the

representative of the “New York Public facing Exchange site” was Exchange CAS

2010. After the implementation of the Exchange 2013 coexistence environment,

which includes: adding Exchange 2013 servers to the company headquarter site

(New York site), the Exchange CAS 2013, will replace the “former” Exchange CAS

2010 that was configured as the Public facing Exchange CAS server.

In our scenario, the primary namespace will be “attached” to the “New York Public

facing Exchange 2013 CAS server”

The Exchange public infrastructure will include the following public DNS records:

1. Primary namespace that includes two DNS records that point to the “New York

Public facing Exchange CAS server”:

o Autodiscover record: autodiscover.o365info.com

o FQDN name for all the rest of the Exchange services: mail.o365info.com

2. Regional namespace – The Madrid Public facing Exchange site will continue to

use Exchange CAS 2010 as a Public facing Exchange CAS server. The “Madrid

Public facing Exchange 20007 CAS server” “published by using the public DNS

records using the Regional namespace:europe.mail.o365info.com

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Exchange 2013 CAS as a starting point and as

a “Smart router” for external Exchange clients

In an Exchange public environment, the Public facing Exchange CAS server who acts

as the Autodiscover Endpoint for an external Exchange client, holds a very essential

part in the Exchange client protocol connectivity flow because, all the “flows” will

start from a specific point – the public Autodiscover Endpoint.

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Phase 1: Exchange 2013 CAS as central Autodiscover Endpoint

Because the Exchange 2013 CAS configured as the Autodiscover Endpoint, all the

“Exchange client flows” will start from this specific Exchange server,

All the external Exchange clients, will start their Initial communication process with

the “New York Public facing Exchange CAS” by relating to the “New York Public

facing Exchange CAS” as the source of information or in more technical words:

Autodiscover Endpoint.

The same “Autodiscover logic” is implemented also to toward internal Exchange

client and two different types of Exchange client such as: Exchange 2010 clients and

Exchange 2013 clients.

The information that the “New York Public facing Exchange CAS” will provide to the

external Exchange client and the continuation of the client protocol connectivity

flow, will depend on the physical location of the external Exchange client mailbox.

Phase 2: Exchange 2013 as a “Smart Router”

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The second “Title” of the Exchange 2013 CAS after he fulfills his job as a “central

Autodiscover Endpoint” is to serve as a “Smart, Router,” that will handle the external

Exchange mail client requests and, based on the unique charters of the scenario,

choose the best “next step”.

In the following diagram, we can see an example of the different methods, which

the Exchange 2013 CAS can choose when he gets a “connection\service requests”

from external and internal Exchange 2010 clients.

In the following diagram, we can see an example of the different methods, which

the Exchange 2013 CAS can choose when he gets a “connection\service requests”

from external and internal Exchange 2010 clients.

The Exchange 2013 CAS can choose one of the following methods for serving the

Exchange clients:

1. Exchange 2013 CAS can choose to proxy the request to: a local Exchange 2010

CAS such as in a scenario that Exchange client 2010 Outlook and ActiveSync

need access to their mailbox (Number1).

2. Exchange 2013 CAS can choose the proxy to the request to: “remote Exchange

2010 CAS” that is located on a different Active Directory site. This operation

described as: cross site proxy (Number2 + 3).

3. Exchange 2013 CAS can choose a combination” of methods such as: send a

redirection command to the external OWA client + Proxy the user credentials to

Exchange 2010 CAS, in a scenario of an OWA client and regional namespace

(Number 4).

4. Exchange 2013 CAS can choose to proxy the request to Exchange 2013 Mailbox

server in a scenario of Exchange 2013 client that needs access to his mailbox

(Number 5).

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Client protocol connectivity flow | Scenario’s

matrix

One of the most confusing subjects of Exchange 2013/2010 coexistence

environment, is something that I describe as: “client protocol connectivity flow – the

scenario’s matrix infrastructure”

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I use the term: ”matrix” because, in a complex Exchange environment, the number

of the client protocol connectivity flow scenarios could be huge.

To be able to make it more “digestible”, we can reduce the optional client protocol

connectivity flow scenario, into to six major scenarios.

The “six major scenarios” can be divided into two groups:

1. External Exchange 2010 client’s passable scenarios

In the following diagram, we can see the three major optional scenarios, for

External Exchange 2010 client’s in an Exchange 2013/2010 coexistence

environment.

The common denominator for all the different scenarios, is that the “journey” of the

Exchange 2010 clients, begins at the Public facing Exchange CAS server of New York

site.

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The rest of the flow, depends upon the location of the Exchange 2010 Mailbox

server who hosts the user mailbox.

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Scenario 1 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server at the New York site.

The “New York Public facing Exchange CAS server” will handle the external

Exchange 2010 by – Proxy his request to the internal Exchange CAS 2010.

Scenario 2 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server in Los Angles site (non-Public facing Exchange site).

Because there is no option for a “direct connection” to the Exchange server in Los

Angles site, the Public facing Exchange CAS server from the New York site, will

accept the Exchange 2010 client request and forward (Proxy) the request to the

“nearest Exchange 2010 CAS server”.

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In our scenario, the “nearest Exchange 2010 CAS server” is located in the same

Active Directory as the Exchange CAS 2013 server.

Scenario 3 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server at the Madrid site (a Public facing Exchange site).

At a first glance, this scenario looks a little strange because it’s not obvious why the

“Madrid Exchange 2010 client” connects the Public facing Exchange 2013 CAS server

in New York site, instead of connecting “his Madrid Exchange CAS server”.

The answer is that the “New York Public facing Exchange CAS” act as a public

Autodiscover Endpoint.

The Exchange clients are not “aware” to their physical location. The element that

will enable them access to their mailbox or provide them an “instruction” how to

get to their destination, meaning the Public facing Exchange CAS server who could

serve them is the “New York Public facing Exchange CAS”.

When a “Madrid external Exchange client” address the “New York Public facing

Exchange CAS” as an Autodiscover Endpoint, the “New York Public facing Exchange

CAS” recognizes that the user mailbox is hosted on Madrid site and sends him

Autodiscover response that includes the public name of the Madrid Public facing

Exchange CAS server: europe.mail.o365info.com

2. Internal Exchange 2010 client’s passable scenarios

In the following table, we can see the three major optional scenarios, for internal

Exchange 2010 client’s in an Exchange 2013/2010 coexistence environment.

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In the following diagram, we can see the representation of the different “internal

client protocol connectivity flow” that can be implemented in the internal (non-

pubic) Exchange environment.

Scenario 4 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server at the Madrid site.

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The charter of this scenario is a company site that uses the Exchange 2010 legacy

infrastructure and doesn’t include Exchange 2013 servers.

For the “Madrid Exchange 2010 clients”, the client protocol connectivity flow is

implemented as a “combination” of the Exchange 2013 infrastructure and the local

Exchange 2010 infrastructure.

The Autodiscover service will be provided by the Exchange 2013 CAS (the

Exchange 2013 CAS in the New York headquarters site).

Madrid Exchange 2010 mail client such as: Outlook, ActiveSync and OWA will

access their “Exchange 2010 mailboxes” via local Exchange 2010 CAS.

Web services for Exchange 2010 clients, such as Outlook, will be provided by the

local Madrid Exchange 2010 CAS.

Scenario 5 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server at the New York site.

The Autodiscover service will be provided by the Exchange 2013 CAS.

New York Exchange 2010 mail client such as: Outlook, ActiveSync and OWA will

access their “Exchange 2010 mailboxes” via local Exchange 2013 CAS that will

proxy their requests to the local Exchange CAS 2010.

Web services for Exchange 2010 clients, such as Outlook, will be provided by the

local New York Exchange 2013 CAS.

Scenario 6 – Exchange 2010 user, which his mailbox is hosted on Exchange 2010

Mailbox server at the Madrid site.

This scenario looks identical to “Scenario 4” but the main difference is that the

Exchange 2010 client is physically located on the New York site.

When the Exchange 2010 client connects the Exchange CAS 2013 server in New

York site, the Exchange CAS 2013 server recognizes that the user is an Exchange

2010 client and that his Exchange 2010 Mailbox server is located on the Madrid site.

The Exchange CAS 2013 server will proxy the Exchange 2010 client to the “nearest

Exchange 2010 CAS”. In our scenario, the Exchange 2010 CAS that is located in New

York site and the “New York Exchange 2010 CAS”, will proxy the request to the

“Madrid Exchange 2010 CAS”