Introduction to Exchange 2010

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 1996
Replace MS Mail 3.5
X400 based client server mail system
Exchange 5.0 released May 23rd 1997
New Admin Console
SMTP integration! (With IMC)
Exchange Web Access
3 Clients
Outlook 8.01
Schedule+ 7.5
Exchange Client 5

Exchange 5.5 released November 1998
First Enterprise edition up to 16TB DB
Enterprise edition also contains clustering
OWA now has calendar support
Outlook 8.03 replaced the other two clients
Exchange 2000 (v6) released November 29th 2000
First version integrated with Active Directory
Up to 4 node cluster (2 node active/active!)
Instant Messaging
Migration nightmare!

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

Exchange 2007 released November 30th 2006
64 Bit
Replication Technology
PowerShell administration
No support for 5.5
OWA re-written
Transport Rules
Anywhere access (Autodiscover)
Unified Messaging

The Market Place

The Exchange Market
Exchange on-premise WW email market share
71% in developed countries; 40% in BRIC countries
Notes share continues to shrink except in BRIC
4% 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 now
23% using mobile email in 3 years
S+S
Gartner expect 20% of email seats to be SaaS by 2012
Msft – in 5 years 50% of Exchange mailboxes will be online
Radicati – The number of hosted Exchange seats will grow by 40% in the next 4 years

S + S = The Future?

SOFTWARE
Best of both worlds
User managed
Deployment choices
SERVICES
Extending tools and platform to cloud
Experience across multiple devices
Existing software skills applied to the cloud

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
Dedicated
Standard
Single customer per architecture
Businesses greater than 5,000 seats
Optimize for 20,000+
Customer needs most server features
Multiple customers, one architecture
Customer needs rapid deployment
No seat limit
Cost efficiency a key focus

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 booking
Delegated management
Safe Sender lists
Blocked Sender lists

Microsoft Online Customer PortalSubscribing to services
Getting started with the Customer Portal
https://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 creation
New user wizard
Bulk user import
User list views
Modify user properties
Password reset
Bulk edit
Alternate 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 directory
To create Microsoft Online users
To manage Microsoft Online user properties
Mix on premise and Microsoft Online users
You control which users move to Microsoft Online
Users collaborative experience stays the same
Use Microsoft Online tools to migrate mailboxes
Control coexistence mail flow
Move mailboxes to Exchange Online

Issues?
What about these:
Voicemail integration – Not yet but soon
Blackberry – MSFT hosted – via 3rd party
Compliance - 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 triage
Conversation view
OWA enhanced
Note only gives access to PFs on 2010
IM in OWA
Text messaging through OWA
Multi browser support
Delegate access in OWACalendar Sharing in OWA
No more paging

Manage Inbox Overload
Organize and Navigate with Ease Using Enhanced Conversation View and Filtering
Conversation View
Filtering
Ignore

Collaborate Effectively
A Familiar and Rich Outlook Experience Across Clients, Devices and Platforms
Desktop
Web
Mobile
39

Rich Mobile Messaging Experience with ‘Desktop Class’ Features and Functionality
Voice Mail Preview
Auto-Complete Cache
Conversation View
40

One Location for E-Mail, Instant Messages, Text Messages with a Universal Inbox
Voice Telephony
Instant Messaging
SMS Text Messaging
41

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 Chinese
MP3 is the default format
Does MWI
Sends notification via SMS
UM Fax support gone
RMS protection of voice mail - user leaving message can mark private

Enhance Voice Mail
Quickly Triage and Take Action on Messages with Voice Mail Preview
Audio Playback
Text Preview of Voice Mail
Contextual Contact Actions
43

Enhance Voice Mail
Create Customized Voice Mail Menus with Personal Auto Attendant
Managing Auto Attendants
Defining a Personalized Voice Mail Menu
44

End User
Exchange Control Panel
Now used for OWA options
Create distro lists
Used as UI for legal discovery
Message tracking UI
Role assignment
Phone MGMT
Group MGMT
Focus on Mobile
New client
First to be upgradable

Simplify Administration
Empower Specialist Users to Perform Specific Tasks with Role-based Administration
Compliance Officer
Help Desk Staff
Human Resources
Conduct Mailbox Searches for Legal Discovery
Update Employee Info in Company Directory
Manage Mailbox Quotas
46

Simplify Administration
Lower Support Costs Through New User Self-Service Options
Track the status of sent messages
Create and manage distribution groups
47

End User
Mail Tips
Prevent accidents
Have you included 3000 users
Is you mail too large
Is your mail sent to someone out of office
Is you mail sent to a moderated group
Do you have permission to send to distro group
Is you mail marked with RMS and have you accidentally included external recipients
Works as part of OAB

Manage Inbox Overload
Help Reduce Unnecessary and Undeliverable E-Mail Through New Sender MailTips
Remove Extra Steps and E-Mail
Limit Accidental E-Mail
Reduce Non-Delivery Reports
49

Architecture
Client access
HA now much improved/on off site
Active Manager
Definitive 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
Client access
Federated 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

Ease Collaboration by Federating Calendar Details with External Business Partners
54

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 them
Aim for no more use of RAID - one disk one DB - Only if 3+ copies in DAG
Online Mailbox move
Support 10GB mailboxes
Streaming backups are gone

Deliver Deployment Flexibility
Greater Range of Storage Options Through Performance Enhancements
Direct Attached w/ SATA Disks
Storage Area Network (SAN)
Direct Attached w/ SAS Disks
JBOD SATA(RAID-less)
70% reduction in IOPS
Smoother IO patterns
Resilience against corruption
56

Enable Continuous Availability
Limit User Disruption During Mailbox Moves and Maintenance
E-Mail Client
Users remain online while their mailboxes are moved between servers
Sending messages
Receiving messages
Accessing entire mailbox
Administrators can perform migration and maintenance during regular hours
Client Access Server
Mailbox Server 1
Mailbox Server 2
57

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

Simplified Mailbox High Availability and Disaster Recovery with New Unified Platform
New York
San Jose
Mailbox Server
Mailbox Server
Mailbox Server
Replicate databases to remote datacenter
DB1
DB1
DB1
Recover quickly from disk and database failures
DB2
DB2
DB2
DB3
DB3
DB3
DB4
DB4
DB4
DB5
DB5
DB5
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
59

E-mail Archiving
Better 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…
60

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

Guard Against Lost E-Mail Due to Hardware Failures with Improved Transport Resiliency
Mailbox
Server
X
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
HubTransport
Edge Transport
62

Protect Communications
Safeguard Sensitive Information with Integrated Information Leakage Protection Capabilities
63

Protect Communications
Automatically Protect E-Mail with Centralized Rights Management Rules
Automate RMS Policies Based on Sender and Recipient Attributes
Apply RMS polices through Transport Rules
64

Flexible and Reliable
Provide the flexibility needed to operate a scalable, high performing, and easy to administer messaging infrastructure
Delivered in Exchange Server 2007
Improved installation and deployment experience
High Availability through Continuous Replication
Simplified management console and command line shell
Building on these Investments in Exchange Server 2010
Choice of solution delivery with addition of hosted service
Single platform for High Availability and Disaster Recovery
Role-based administration and user self-service
66

Anywhere Access
Help manage communication overload by offering an easy to navigate, universal inbox with advanced messaging features
Outlook experience on the web, phone, and mobile device
Single inbox for voice mail, e-mail, and more
Increased productivity with improved calendar experience
Easier Inbox navigation with updated conversation view
Enhanced voice mail with text preview
Share free/busy calendar details with external partners
67

Protection and Compliance
Achieve increased IT governance compliance with advanced tools to protect communications and manage the infrastructure
On-premises and hosted protection from virus and spam
Compliance to corporate and government regulations
Mobile device security and management policies
E-mail archiving and more powerful retention policies
New Transport Rules for automated protection of e-mail
Powerful multi-mailbox search UI for eDiscovery
68

Introduction to OCS 2007 R2

Messaging
E-mail
Calendaring
Unified Messaging
Communications
Instant Messaging
Conferencing
Enterprise Voice
Microsoft Unified Communications
Identity & presence

OCS 2007 R2 Architecture
UC endpoints
Public IM Clouds
ArchivingServer
DMZ
WindowsLive
AOL
OCS 2007 R2 Pool
Data
Audio/Video
Yahoo
Workloads:
IM/Presence
Conferencing
Voice
UCAS Applications
Apps sharing
Web Components
SIP
Active Directory
Remote
Users
Backend
SQL server
Front-End
Server(s)
Edge
Servers
CommunicatorWeb Access
Advanced
Media GW
Group Chat
Exchange
2007 Server UM
Federated
Businesses
(Mediation
Server)
Voicemail
Monitoring Server
PSTN

Key Concepts
Presence
Different Groups
Automation
Custom Presence
Instant Messaging
Escalation to other media
Voice
LiveMeeting
Transfer Call
Outlook & OWA Integration
Exchange Unified Messaging
Communicator Web Access

Key Concepts
LiveMeeting
Dial in conferencing
Access from the Web
Communicator Mobile v3
Response Group
Attendant Console
Delegation (Boss/Admin)
Group Chat
Desktop Sharing

Our Demo Environment

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

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
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 Extension
Work Mobile
Personal Mobile
x,y,z
Can Simultaneous Ring Auto Forward
Set 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 yourcompany identity
Incoming calls to work number are routed to mobile device
Outbound 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
Ben
Alex
PSTN
Mobile Operator
Internet
OCS 2007 R2
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)

Communicator Web AccessHTML-based IM, presence, & desktop sharing
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
Collaborating users can share their desktop programs across different platforms
* Communicator Web Access

Group ChatPersistent topic based conversations
Teams can collaborate with each other by participating in topic based discussions that persist over time

Response GroupUser configurable call treatment, queuing & routing
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
Key Features
IVR , 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 Features
Supports 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 options
Ensure compliance and security
Centralize provisioning
Simplify management
Provision 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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Introduction to Exchange 2010

by Nathan Winters

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