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Exchange 2010 Overview
Kunal Mahajan
Microsoft Corporation
65+ Million                 30+ Million
Customer hosted              Partner hosted
   Mailboxes                   Mailboxes


                   1,800
                  Partners
Strategic Business Challenges
“Our Sales teams need to   “I need to deliver secure and   “I need to reduce hardware
  connect with the right    compliant communications           costs and operational
 customers and systems        tools to support a highly             overhead.”
   while on the road ”         distributed workforce.”
                                                            - IT Manager, Messaging
      - VP of Sales         - CIO/Technology Director             Infrastructure
Balance Needs in a Changing Workplace

Meet changing business needs                               Manage IT cost, complexity




• Increase personal and team productivity           • Simplify administration and lower costs
• Collaborate with a globally distributed workforce • Prevent information leakage
• Reduce communications overload                    • Maintain regulatory and industry compliance
What You Tell Us

     Communication overload


     Globally distributed customers and partners


     High cost of communications


     Increasing security and compliance
Getting Here
        1997   2000
                      2003
1987                         2007
Getting Here and Beyond
The Server
Exchange Server 2010
Designed for services from the ground up




   • E-mail Archiving         • Manage Inbox Overload     • Continuous Availability
   • Protect Communications   • Enhance Voice Mail        • Simplify Administration
   • Advanced Security        • Collaborate Effectively   • Deployment Flexibility




      Native multi-tenancy                       Tested with Live@edu
      Built for hybrid deployments               Hosted by Exchange team
Protection and Compliance
Achieve increased IT governance compliance with advanced tools
    to protect communications and manage the infrastructure

 Delivered in Exchange Server 2007
    On-premises and hosted protection from virus and spam
    Compliance to corporate and government regulations
    Mobile device security and management policies

 Building on these Investments in Exchange Server 2010
    E-mail archiving and more powerful retention policies
    Automated rights management protection of e-mail
    Powerful multi-mailbox search UI for eDiscovery
E-mail Archiving
Better Manage Mail in an Integrated 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…
E-mail Archiving
Apply Granular Per Message and Per Folder Policies
                as well as Legal Hold
                              Policy Drop Down
                              in Ribbon


                              Message expiration
                              time in view
E-mail Archiving
 Empower Compliance Officers to Conduct Multi-
          Mailbox Searches with Ease
                                   New User Friendly Search




        Easily Refine and Target
                         Search
Protect Communications
       Automatically Protect Messages
  With Centralized Rights Management Rules




       Automatic Content-Based Protection:
       • Transport Rule action to apply RMS template to e-mail or voice mail
       • Support for scanning of attachments and searching of protected mail
       • Internet Confidential and Do Not Forward Policies available out of box
       • Information protection cross PC, web, and mobile device
Protect Communications
Help Users Make the Right Choices When Sending
            Sensitive Communication
Advanced Security
Stop Malicious Software and Spam from Entering
         into the Messaging Environment
Hosted Service                                         On-Premise Software


Internet   SMTP


                                    Hub Transport Server   Mailbox Server         Client Access Server

                                                              Antivirus and anti-spam protection for Exchange
                                                              Server 2010 Server Roles



 Multiple scan engines throughout the corporate infrastructure
 Tight integration with Exchange maximizes availability and performance
 Easy-to-use management console provides central configuration and operation
Anywhere Access
Help manage communication overload by offering an easy to
navigate, universal inbox with advanced messaging features

Delivered in Exchange Server 2007
   Outlook experience on the web, phone, and mobile device
   Single inbox for voice mail, e-mail, and fax
   Increased productivity with improved calendar experience

Building on these Investments in Exchange Server 2010
   Easier Inbox navigation with updated conversation view
   Enhanced voice mail with text preview
   Share free/busy calendar details with external partners
Manage Inbox Overload
 Organize and Navigate with Ease Using Enhanced
           Conversation View and Filtering
                                   Conversation View
              Filtering




Ignore
Manage Inbox Overload
Help Reduce Unnecessary and Undeliverable E-Mail
           Through New Sender MailTips



                                    Remove Extra Steps
                                       and E-Mail




                                    Reduce Non-Delivery
                                         Reports
Enhance Voice Mail
Quickly Triage and Take Action on Messages with
                Voice Mail Preview


 Text Preview        Audio Playback
 of Voice Mail




                          Contextual Contact
                          Actions
Enhance Voice Mail
Create Customized Voice Mail Menus with Personal
                  Auto Attendant




Managing Auto
 Attendants                         Defining a Personalized
                                       Voice Mail Menu
Collaborate Effectively
 A Familiar and Rich Outlook Experience Across
          Clients, Devices and Platforms

  Desktop            Web             Mobile
Collaborate Effectively
Rich Mobile Messaging Experience with ‘Desktop
        Class’ Features and Functionality
                                      Voice Mail Preview




       Auto-Complete
           Cache




                  Conversation View
Collaborate Effectively
   One Location for E-Mail, Instant Messages, Text
           Messages with a Universal Inbox


                                            Voice Telephony




Instant Messaging
                                       SMS Text Messaging
Collaborate Effectively
Ease Collaboration by Federating Calendar Details
          with External Business Partners
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
Continuous Availability
    Simplified Mailbox High Availability and Disaster
          Recovery with New Unified Platform
                        San Jose                               New York

                    Mailbox   Mailbox                           Mailbox
                    Server    Server                            Server
                     DB1           DB1                           DB1      Replicate databases to
 Recover quickly     DB2           DB2                           DB2      remote datacenter
   from disk and     DB3           DB3                           DB3
database failures    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
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
              Client Access Server                        Receiving messages
                                                          Accessing entire mailbox
                                                        Administrators can perform
                                                        migration and maintenance during
                                                        regular hours
Mailbox Server 1                     Mailbox Server 2
Simplify Administration
Empower Specialist Users to Perform Specific Tasks
         with Role-based Administration
    Compliance Officer    Human Resources    Help Desk Staff




   Conduct Mailbox       Update Employee
                                            Manage Mailbox
    Searches for         Info in Company
                                               Quotas
   Legal Discovery           Directory
Simplify Administration
  Lower Support Costs Through New User Self-
                 Service Options

                               Track the status of
                               sent messages




    Create and manage
    distribution groups
Deployment Flexibility
    Greater Range of Storage Options Through
            Performance Enhancements


 Storage Area           Direct Attached w/     Direct Attached w/     JBOD SATA
Network (SAN)                SAS Disks             SATA Disks         (RAID-less)




     70% reduction in IOPS
     Smoother IO patterns                                                   E2K3
     Resilience against corruption                                          E2K7
                                                                            E2010
                                             Read IOPS   Write IOPS
Exchange Server 2010
Reduces feature gaps   Improves coexistence     Gives administrators
 between online and    between on-premises      more control over the
on-premises Exchange     and online users        online environment




                            Co-Existence




          On-Premises                      Hosted Service

        Deploy Exchange in a Fashion That Best Fits
           Business Needs with Choice of Delivery
Microsoft Exchange Roadmap
                                          •
                                          •
                                              Optimize for Software + Services
                                              Deliver e-mail archiving solution
                                                                                            2009
                                          •   Better protect communications
                                          •   Manage inbox overload




                        • Microsoft hosted enterprise messaging solution
                        • Centralized, Web-based configuration and admin
                                                                                     2008
                        • Financially backed service level agreements


                                                     SP1
           • Public Folder access in Outlook Web Access
           • Standby Continuous Replication (SCR)
                                                                                  2007
           • Additional Exchange ActiveSync Policies




• Unified Messaging and more efficient collaboration
• Outlook experience from desktop to mobile
                                                                              2006
• Performance and scalability optimization
Exchange 2010 Overview
Exchange 2010 Overview
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should
 not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS,
                                                                           IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Exchange 2010 Overview

  • 3. 65+ Million 30+ Million Customer hosted Partner hosted Mailboxes Mailboxes 1,800 Partners
  • 4. Strategic Business Challenges “Our Sales teams need to “I need to deliver secure and “I need to reduce hardware connect with the right compliant communications costs and operational customers and systems tools to support a highly overhead.” while on the road ” distributed workforce.” - IT Manager, Messaging - VP of Sales - CIO/Technology Director Infrastructure
  • 5. Balance Needs in a Changing Workplace Meet changing business needs Manage IT cost, complexity • Increase personal and team productivity • Simplify administration and lower costs • Collaborate with a globally distributed workforce • Prevent information leakage • Reduce communications overload • Maintain regulatory and industry compliance
  • 6. What You Tell Us Communication overload Globally distributed customers and partners High cost of communications Increasing security and compliance
  • 7. Getting Here 1997 2000 2003 1987 2007
  • 8. Getting Here and Beyond The Server
  • 9. Exchange Server 2010 Designed for services from the ground up • E-mail Archiving • Manage Inbox Overload • Continuous Availability • Protect Communications • Enhance Voice Mail • Simplify Administration • Advanced Security • Collaborate Effectively • Deployment Flexibility Native multi-tenancy Tested with Live@edu Built for hybrid deployments Hosted by Exchange team
  • 10. Protection and Compliance Achieve increased IT governance compliance with advanced tools to protect communications and manage the infrastructure Delivered in Exchange Server 2007 On-premises and hosted protection from virus and spam Compliance to corporate and government regulations Mobile device security and management policies Building on these Investments in Exchange Server 2010 E-mail archiving and more powerful retention policies Automated rights management protection of e-mail Powerful multi-mailbox search UI for eDiscovery
  • 11. E-mail Archiving Better Manage Mail in an Integrated 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…
  • 12. E-mail Archiving Apply Granular Per Message and Per Folder Policies as well as Legal Hold Policy Drop Down in Ribbon Message expiration time in view
  • 13. E-mail Archiving Empower Compliance Officers to Conduct Multi- Mailbox Searches with Ease New User Friendly Search Easily Refine and Target Search
  • 14. Protect Communications Automatically Protect Messages With Centralized Rights Management Rules Automatic Content-Based Protection: • Transport Rule action to apply RMS template to e-mail or voice mail • Support for scanning of attachments and searching of protected mail • Internet Confidential and Do Not Forward Policies available out of box • Information protection cross PC, web, and mobile device
  • 15. Protect Communications Help Users Make the Right Choices When Sending Sensitive Communication
  • 16. Advanced Security Stop Malicious Software and Spam from Entering into the Messaging Environment Hosted Service On-Premise Software Internet SMTP Hub Transport Server Mailbox Server Client Access Server Antivirus and anti-spam protection for Exchange Server 2010 Server Roles Multiple scan engines throughout the corporate infrastructure Tight integration with Exchange maximizes availability and performance Easy-to-use management console provides central configuration and operation
  • 17. Anywhere Access Help manage communication overload by offering an easy to navigate, universal inbox with advanced messaging features Delivered in Exchange Server 2007 Outlook experience on the web, phone, and mobile device Single inbox for voice mail, e-mail, and fax Increased productivity with improved calendar experience Building on these Investments in Exchange Server 2010 Easier Inbox navigation with updated conversation view Enhanced voice mail with text preview Share free/busy calendar details with external partners
  • 18. Manage Inbox Overload Organize and Navigate with Ease Using Enhanced Conversation View and Filtering Conversation View Filtering Ignore
  • 19. Manage Inbox Overload Help Reduce Unnecessary and Undeliverable E-Mail Through New Sender MailTips Remove Extra Steps and E-Mail Reduce Non-Delivery Reports
  • 20. Enhance Voice Mail Quickly Triage and Take Action on Messages with Voice Mail Preview Text Preview Audio Playback of Voice Mail Contextual Contact Actions
  • 21. Enhance Voice Mail Create Customized Voice Mail Menus with Personal Auto Attendant Managing Auto Attendants Defining a Personalized Voice Mail Menu
  • 22. Collaborate Effectively A Familiar and Rich Outlook Experience Across Clients, Devices and Platforms Desktop Web Mobile
  • 23. Collaborate Effectively Rich Mobile Messaging Experience with ‘Desktop Class’ Features and Functionality Voice Mail Preview Auto-Complete Cache Conversation View
  • 24. Collaborate Effectively One Location for E-Mail, Instant Messages, Text Messages with a Universal Inbox Voice Telephony Instant Messaging SMS Text Messaging
  • 25. Collaborate Effectively Ease Collaboration by Federating Calendar Details with External Business Partners
  • 26. 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
  • 27. Continuous Availability Simplified Mailbox High Availability and Disaster Recovery with New Unified Platform San Jose New York Mailbox Mailbox Mailbox Server Server Server DB1 DB1 DB1 Replicate databases to Recover quickly DB2 DB2 DB2 remote datacenter from disk and DB3 DB3 DB3 database failures 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
  • 28. 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 Client Access Server  Receiving messages  Accessing entire mailbox Administrators can perform migration and maintenance during regular hours Mailbox Server 1 Mailbox Server 2
  • 29. Simplify Administration Empower Specialist Users to Perform Specific Tasks with Role-based Administration Compliance Officer Human Resources Help Desk Staff Conduct Mailbox Update Employee Manage Mailbox Searches for Info in Company Quotas Legal Discovery Directory
  • 30. Simplify Administration Lower Support Costs Through New User Self- Service Options Track the status of sent messages Create and manage distribution groups
  • 31. Deployment Flexibility Greater Range of Storage Options Through Performance Enhancements Storage Area Direct Attached w/ Direct Attached w/ JBOD SATA Network (SAN) SAS Disks SATA Disks (RAID-less) 70% reduction in IOPS Smoother IO patterns E2K3 Resilience against corruption E2K7 E2010 Read IOPS Write IOPS
  • 32. Exchange Server 2010 Reduces feature gaps Improves coexistence Gives administrators between online and between on-premises more control over the on-premises Exchange and online users online environment Co-Existence On-Premises Hosted Service Deploy Exchange in a Fashion That Best Fits Business Needs with Choice of Delivery
  • 33. Microsoft Exchange Roadmap • • Optimize for Software + Services Deliver e-mail archiving solution 2009 • Better protect communications • Manage inbox overload • Microsoft hosted enterprise messaging solution • Centralized, Web-based configuration and admin 2008 • Financially backed service level agreements SP1 • Public Folder access in Outlook Web Access • Standby Continuous Replication (SCR) 2007 • Additional Exchange ActiveSync Policies • Unified Messaging and more efficient collaboration • Outlook experience from desktop to mobile 2006 • Performance and scalability optimization
  • 36. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Editor's Notes

  1. Slide Objective:Instructor Notes:Partner Hosted2M +MAPI Seats by end of our fiscal year30M non-Mapi SeatsMore than 2000 Partners
  2. Build a scalable IT infrastructureGoals: Ground the discussion in customer reality. Establish understanding and explore customer challenges and pain.Key Points and Examples:Transition from PRB in that in productivity software solutions are critical to empowering people.Discuss the IT dilemma. They must meet the needs of a “new world of work” yet manage cost and complexity; deliver innovation yet wring every drop of value from existing investmentsTalk about consequences of changing environment New World of Work trends and impact in the last 7 years we’ve created more new data and info than was created in all of history prior to 1999 90 percent of employees work in locations other than headquarters, with between 40 and 70 percent of employees working in different locations from their supervisors. The number of virtual workers (people who work in offices geographically separated from their supervisors) has increased by 800% since 2000. (Nemertes Research, 2005)Discuss what is not working with the investments they’ve made to-date in silo solutions for productivity (capabilities)UC - businesses average more than six communications devices and almost five communications applications per employee. (study conducted by Sage Research for Cisco, September 2005). UC - According to a poll by Harris Interactive, the average IW gets more than 51 messages in up to 7 different locations. The question then, is what can IT do differently to help find a balance between investing for growth and driving for operational efficiency.
  3. Slide Objective:Set the stage for the Exchange investment pillars, by highlighting how we listen to customers to understand the challenges they face and how these serve as a very important input into our product roadmap.Talking Points:As we started to think about our areas of investment for the next major release of Exchange, we spent time asking our customers and partners about what challenges they face in managing their critical messaging infrastructure. Several key themes bubbled up from these discussions, including:How can I be more productive in a world of ever increasing volumes of communications (i.e., e-mail, voice mail, instant messaging, RSS feeds, etc.)? Can you help better manage this Communication Overload and enable me to more easily prioritize and react to what’s in my inbox? Can you let me specify rules on how to best communicate with me in a way that doesn’t intrude my work or personal life. As our organization scales to new heights, how can I better communicate with Globally Distributed Customers, Partners, and Employees? That is, my Global Address List (GAL) more and more needs to include those outside my Active Directory. How can they easily locate each other, coordinate, schedule meetings, etc. in this new world of work?The High Cost of Communications is driving us to find more efficient and cost effective ways to deliver and support such a mission-critical business asset. How can I make use of existing infrastructure or services over the Internet to achieve these levels of scale at a lower cost?How can I keep pace with Increasing Security and Compliance Requirements, and protect my users, customers, and business from a range of security risks, such as accidental information disclosure to malicious software threats?While there are certainly other challenges our customers are facing, these four were consistently heard across customers of all sizes and industry verticals.
  4. Slide Objective:Highlight Exchange success to date in the on-premises server business Communicate that we are at a cross-roads with our business which will take us beyond this server business aloneInstructor Notes:
  5. Slide Objective:Highlight Exchange success to date in the on-premises server businessMarket share in various segments Communicate that we are at a cross-roads with our business which will take us beyond this server business aloneInstructor Notes:
  6. In the other presentations in this series, you’ve been learning about the changes and improvements coming in the next version of Exchange: Flexibility and Reliability for IT Pros (with ability to delegate administration tasks beyond the IT group, improvements to high availability architecture, support for JBOD storage)Anywhere Access for end users (Conversation View, MailTips, Voicemail text preview and call answering rules)Protection and Compliance for the organization (Multi-mailbox search for E-discovery, RMS encryption in transport rules, built-in archiving)You’ve seen substantial changes, but the biggest change of all in Exchange 2010 is something you haven’t seen, because it’s not a new feature. It’s the way Exchange 2010 was built – for services. This is evident in both Exchange 2010’sarchitecture, and alsothe process by which was built.Back a few years ago, when Exchange 2007 development was wrapping up, the senior leadership of the Exchange team saw that industry trends pointed toward SaaS, and recognized that these trends would have a big impact on e-mail. With that in mind, they built Exchange to be services-read from the start. Architecture: The team baked multi-tenancy into the product from the beginning, so that the same capabilities that are offered in Exchange Server could be offered in Exchange Online Exchange 2010 was built so that an on-premises Exchange deployment could easily move mailboxes to and from the cloud, in a way that is seamless to end usersProcess: Early in the Exchange 2010 development process, we realized that best way to make sure that was built for services, was to run it as a production service, during the development cycle. And so, a project called “Exchange Labs” was born. The purpose of Exchange Labs was to have Exchange team host Exchange for customers during the development cycle. Exchange engineers were accountable for service-quality code at each release milestone, getting rapid and iterative feedback from IT pros and end users. With the Exchange team acting as the “IT department” behind the service, learning real-world lessons that lead to improvements in the product. Eventually, this service became the back end for the Live@edu service, which is being used at schools and universities worldwide. In the Exchange 2010 timeframe, the production Exchange Online service will be hosted by the Exchange team, just as the Live@edu customers today. Having experts on Exchange team hosting it means you get world-class.
  7. Slide Objective:Instructor Notes:
  8. Situation :One of the key challenges relating to compliance is how to centrally manage and control all e-mail data, including PSTs residing on user’s desktops. Unlike mail stored on the server, PSTs on individual desktops cannot be easily and quickly discovered; litigation holds and corporate expiration policies cannot be enforced. Meanwhile, from the IWs perspective, managing PST quotas can be frustrating, including diminishing Outlook performance as PST folders grow. Move PSTs to a network share and a new set of problems arise: increased PST corruptions and a degraded search experience. Feature Talking PointsWith the introduction of an archiving feature in Exchange 14, customers can move easilyfrom an unmanaged to a managed solutionThe “archive” is a separate mailbox, managed and controlled by the administrator Users can drag and drop PSTs to an archive folder within their inbox or schedule auto-move of messages to archive through Folder or Item policy tags PSTs are now discoverable; legal holds can be easily applied and performance is not compromised for large mailboxes (10-100 GB) The mailbox experience does not change within the archive: users can view, read and navigate mail the same as todaySlide Objective – The audience should walk away understanding that the new Exchange archive feature offers a simple way to centrally store and manage PSTs – while maintaining the familiar mailbox management experience for users.
  9. Situation :The explosive growth of regulatory compliance and corporate governance requirements has made it challenging for e-mail administrators and compliance officers to provide end users with simple tools for managing retention policies of the high volume of e-mail messages being sent and received daily. It is impractical for a small group of people to police e-mail to this end directly, so tools which enable end users to apply retention policies which are defined by the organization and tools which automatically apply such policies without IT intervention are required to effectively mitigate the risk associated with compliance and governance.Talking Points:Retention policies can now be applied to any individual e-mail or folder rather than just a restricted set of managed foldersPolicies are defined centrally and pushed to the client, exposed directly to users in the UI for selection or notificationTransport rules can be designed to automatically apply default policies for select groups of users or based on select attributes of e-mailSlide Objective: The audience should walk away understanding that Exchange increases flexibility and functionality allowing retention policies to be applied to e-mails individually or at the folder level. IT administrators and compliance officers can define policies and distribute them to select groups of users ensuring that users choose from only policies which are appropriate for their role in the company.
  10. Situation:Traditional e-mail systems require complex access control policies and provide hard to use tools in order to meet the growing needs of eDiscovery and requirements of Human Resources departments relative to searching corporate communication throughout the e-mail infrastructure. Those responsible for these tasks are non-IT users who are unfamiliar with e-mail administration tools and do not have access to the e-mail servers. These compliance officers and HR representatives are having to follow complex processes and use complex tools, aided by IT, to handle what is already a complex problem due to legal and corporate governance. Solutions are required which empower these individuals to go about their business without IT intervention and which ensure that only those assigned by the organization to perform such tasks are able to.Talking Points:Cross-mailbox search user interface enables compliance officers and HR to perform searches based on select e-mail attributes across the entire mail infrastructureRoles based administration allows for easy delegated access to this tool with no complex Access Control RequirementseDiscovery processes may be followed without IT intervention and only by those authorizedCompliance officers and HR representatives use familiar and easy-to-use tools within the existing UI of Outlook and Outlook Web Access (compared to Get Mailbox Powershell commands in E2007) Engineering is working on FAST integration for enhanced eDiscovery functionality Slide Objective:The audience should see that Exchange goes beyond traditional administration models to empower delegation of tasks associated with compliance away from the e-mail administrator and put these tasks into the hands of those responsible with easy-to-use tools
  11. Situation :Electronic communications is ubiquitous today. The ease of transmitting e-mail and information attached to e-mail also increases the risk of unauthorized viewing and distribution. Leaks of confidential information can result in lost revenue, compromised ability to compete, unfairness in purchasing and hiring decisions, diminished customer confidence, and more. This risk demands solutions which are not only secure but easy to apply, whether its to messages sent inside an organization, outside the organization to partners or, as is increasingly the case, to a hosted archive service. While users can already apply RMS manually to an email, Information Leakage Protection (ILP) becomes even more effective when this protection can be applied automatically, based on rules defined by the administrator. This not only eases the burden on the user to protect company IP within email but ensures better, more consistent compliance with corporate policies. Talking Points:Protect voice mail messages with the same core technology as you protect e-mail, documents, spreadsheets, and presentationsApply RMS automatically in Outlook or through Transport rulesLeverage the same rich Information Rights Managements experience in OWA as you have become familiar with in OutlookEncrypt message in transport without the complex requirements of PKI and S/MIMEEnsure governance and compliance requirements are met by archiving protected messages in the clear alongside the encrypted message if requiredAutomatic RMS protection of e-mail and attachments can be done through: An Outlook add-in. RMS is activated based on the sender’s department, the identity of the recipient (user or DL), and whether all recipients are internal or not.Two RMS templates are offered by default: Do Not Forward or Internet Confidential (mail is protected but user has rights to forward, copy, etc.). Others can be added. The activation can be overridden by user. Transport rules which key off of e-mail attributes (e.g. sender, keywords, subject line)Slide Objective: The audience should understand that RMS can now be applied through Transport which, in turn, paves the way for broader, more granular ILP as well as protection of voicemail.
  12. Slide Objective:Instructor Notes:
  13. Situation:People are getting more and more e-mail. Inbox overload is now a frequent issue for information workers. Statistics show that over 10% of IWs feel their e-mail is totally out of control. Volumes of e-mail are increasing and people need new tools to manage this information or risk “drinking from the fire hose”. Conversation view is designed to specifically address this growing problem of massive amounts of information by allowing users to more directly control their e-mail and put it into context.Talking Points: Filters help you find what you’re looking for in a mailbox; and in search results Conversation view is a whole new paradigm for how you read your mail that will greatly enhance your productivity Conversation view helps you put messages in context knowing both how they fit into the conversation thread as well as if they are a branch of the main conversation Conversation view enables you to manage a conversation as a single item in your inbox; including moving or “ignoring” all current and future messages within the conversationSlide Objective:The audience should walk away understanding that we provide powerful new ways to filter, view, organize and manage their email. We provide systems to make them more efficient to handle the larger amount of information they are receiving and set them up to effectively handle and interact with that information.
  14. Situation:People send embarrassing e-mails (or worse) to the wrong recipients (think MS email of reporters dossier to that reporter, RNC lobbying efforts though White House accounts, or pharmaceutical email sent out with all recipients names visible); MailTips is designed to make sure your communications are right the first time and to avoid such embarrassing mistakes.Talking Points:Know someone is OOF before you send a message (look at the oof and send to the right person from the start)Be alerted to important issues like external recipients or large lists of people this will be sent toKnow things like booking a room too small for the number of people you’re invitingKnow internal rules that will block your message from being sent before you send it (too many attachments, too big of an attachment, recipient can’t receive the message, and other custom rules defined by the system administrator)Slide Objective:The audience should walk away from this slide seeing that Exchange helps users send more effective messages the first time. It helps them schedule the right size rooms, not send messages to which they will get an OOF response and avoid sending mail to external recipients or large lists of people that might create an embarrassing mistake.
  15. Situation :Unified Messaging in Exchange 2007 took a major step towards providing a universal inbox by helping users manage their voice mail and e-mail in the same place. Triaging voice mail remained a task separate from that of e-mail as users had to have speakers available and find themselves a private location to listen to potentially confidential or private voice mails. Providing a simple text based transcription of voice mail provides users a quick and easy way to identify the importance of a voice mail and how to prioritize a response without having to necessarily play the audio over a phone or PC. This becomes particularly valuable when checking in with e-mail and voice mail while on a mobile device or while in a setting, such as a meeting, where listening to a voice mail is not possible.Talking Points :Text transcription of voice mail within the body of the voice mail message in the inboxEmbedded media player side-by-side with text transcription to enable users to play voice mail as necessaryInbox rules which trigger on key words and phrases can now apply to voice mail as well as e-mailConfidence level of transcription reflected visually in the textSlide Objective:The audience should walk away understanding that we are taking our past investments in Unified Messaging even further in the next release of Exchange. With further enhancement of UM to include text-based transcription of voice mail, we provide users more choice when consuming voice mail message and further integrate voice mail into the universal inbox.
  16. Situation :As information overload becomes more commonplace, individuals take more advantage of features of Exchange and Outlook such as Inbox Rules to manage how inbound communication is directed to make them most efficient in their daily work. The integration of voice mail into the Inbox with Unified Messaging brings with it the opportunity to use similar tools to manage how inbound phone calls are processed to further enhance communications with personal auto attendant.Talking Points:Create rules which present customized menus to individuals or groups (or everyone) allowing you to direct their calls based on tailored options that relate to your businessEnsure that top priority communication is routed directly to you via “find me” functionality which can be configured to ring all contact phone numbers sequentiallyModify auto attendant simply and easily via Outlook or Outlook Web Access whenever required; like setting a custom menu when you are out of the officeSlide Objective:The audience should understand that they have a powerful new way to manage incoming phone calls in a UI and paradigm which is familiar and easy-to-use. They should feel that they can tailor their voice communication in similar ways to which they have been tailoring e-mail communication over the years with Outlook and Outlook Web Access Inbox Rules.
  17. Situation :People use many different platforms to communicate these days. From getting a message on the go on your cell phone to sending out a contract proposal at a desktop; users are looking for ways to keep in better touch as their mobility increases. Access though Macs, PCs, Web Browsers and Cell phones all are a critical part of the connected infrastructure that allows businesses to increase their productivity and decrease decision making time. Talking Points :Rich desktop clients are available for both PCs and Macs though Outlook and EntourageRich web browser access to OWA premium is now available for 99% of the browser market. Users can use IE for the premium experience they have come to expect, or use Safari and Firefox for very similar premium experiences. OWA Lite is still available for those with restricted bandwidth or accessibility needs.Exchange ActiveSync (EAS) is fast becoming the standard for Push e-mail to smartphones. For almost any smartphone that an organization has decided to support, there is an Exchange ActiveSync enabled client available. Slide Objective:The Audience should walk away understanding that Exchange is providing the one stop for their communications needs. Exchange inboxes will be accessible from a wide variety of platforms and technologies. This broad access to rich Exchange data experiences allows them to be more flexible in their organizations while still having a consistent management story on the administrative side. This means lower costs with greater support for the platforms their organizations chooses to use; lower cost, greater choice.
  18. Situation:N/ATalking Points:POP/IMAP service discovery – POP/IMAP devices can now automatically discover the server address (client needs to be written to take advantage of this)Nickname cache – previously used e-mail addresses are now shared between OWA and all (supported) mobile clients making it much easier to compose an email without re-typing user e-mail addresses (or looking those users up in the GAL)UM card – Users can now read a preview of a voice mail that was left for them as well as play that message right from within the e-mail.Forward/Reply information – Icons now show a user if they have replied or forwarded a message from any machine as well as see when that action took place.Conversation view & actions – New conversation view and actions allows users to interact with their communications as a conversation instead of separate pieces of communication making e-mail a more natural experience and allowing users to more easily manage the amounts of e-mail they receive.Free/Busy information – Users can now look at a users contact card and see when they are available that day (or browse to other days)SMS Sync – Send and receive text messages from any screenBlock/Allow list – Admins now have a built-in way to control which devices connect to their Exchange ServerDownloadable client – Outlook mobile is now updatable (more info on the next slide)Slide Objective:The Audience should walk away understanding that Exchange is providing the one stop for their communications needs. Exchange Inboxes will allow them as a user to bridge the communications silos they now use meaning that they have one place to read, create, respond and interact with the multiple modes of communications they use today; and in the future.
  19. Situation :People communicate though many different modes of communications today. From SMS with family members to e-mail to business partners; IM for fast responses from co-workers to voicemail from a colleague, people are using more and more modes of communication to contact each other. Today these forms of communications (as well as others like RSS feeds and multiple e-mail accounts) are all handled in separate applications and though separate interfaces. Exchange Server allows users to bring all of these together in one place so you can communicate with who you want, when you want and how you want.Talking Points :Instant Messaging is available for Real Time Communications with OCS (OCS can federate with the major IM services and the hosted service can also use Live IM instead of OCS)SMS Text messaging syncs to your inbox letting you backup, sync and send messages from the web (also can connect to the mobile device to show the message coming from your number allowing the recipient to respond to your mobile phone)Integrated RSS feed in your inbox means you don’t have to surf the web to get the information you needAggregated e-mail accounts means you can access multiple e-mail accounts without having to log out of Outlook or open up multiple websites.Slide Objective:The Audience should walk away understanding that Exchange is providing the one stop for their communications needs. Exchange Inboxes will allow them as a user to bridge the communications silos they now use meaning that they have one place to read, create, respond and interact with the multiple modes of communications they use today; and in the future.
  20. Situation: Having a view of not only your calendar, but others calendars is critical to being productivity. From a parent who needs to see a spouse’s calendar to know who’s night it is to pick up the kids, to the ability for team’s to share a calendar of critical events for all of the team members. Shared calendars are necessary to raise the level of productivity for the group. Likewise, coordinating with people outside your organization ahs been a manual process that now can be accomplished with the ease that we allow people to share calendars internally. This makes scheduling meetings with external partners fast, efficient and effective.Talking Points :Customers can now share their calendar externally the way they currently share them internallyCustomers can now view multiple calendars in OWASlide Objective:The audience should walk away form this slide understanding that we’ve really gone from just holding your calendar to allowing you to flexibly use your calendar and interact with others, internal and external, though your calendar.
  21. Slide Objective:Instructor Notes:
  22. Situation: As the importance of e-mail communications in today’s workplace continues to grow, companies count on their IT staff to prevent e-mail outages and data loss Traditionally, customers have been required to deploy expensive shared-storage clustering and purchase 3rd party data replication products to provide full redundancy of Exchange Server services and data Exchange Server 2007 introduced a built-in data replication technology called Continuous Replication, which significantly reduced the cost of deploying a highly available Exchange infrastructureRunning a highly available Exchange infrastructure still requires a great deal of time and expertise, because integration between Exchange Server and Windows Clustering is not seamless Companies want an easier way to replicate their e-mail data to a remote location, in order protect their Exchange environment against site-level disastersTalking Points: Exchange “14” uses the same Continuous Replication technology found in Exchange 2007, combining on-site data replication (CCR) and off-site data replication (SCR) into a single framework called a “Database Availability Group” Exchange Server Database Availability Groups handle all aspects of clustering internally. There is no need to manage failover clustering separately in Windows Server Administrators can add replicated database copies incrementally (up to 16 total), and Exchange switches between these copies automatically as needed to maintain availability Mailbox servers involved in clustering can host other Exchange roles (Client Access, Hub Transport, etc), so full redundancy of Exchange services and data can be achieved with just two servers Legacy Exchange clustering (Single copy clustering, which was the only clustering option in Exchange 2000 and Exchange 2003) is being retired in favor of Exchange 2007-style clustering. 3rd party replication products will still be supported The new high availability architecture provides simplified recovery from a variety of failures (disk-level, server-level, and datacenter-level), and can be deployed on a variety of storage types (as described in the previous slide)Slide Objective:Position the new HA model as the evolution of previous HA methods, with significantly less cost and complexity
  23. Situation: Administrators commonly move mailboxes between servers and databases as part of maintenance activities or when migrating between Exchange versionsCurrently, when an administrator moves a mailbox, this takes the user offline for the duration of the move, leaving them no access to e-mail As mailbox sizes have grown, mailboxes take longer to move, so administrators have been forced to perform mailbox moves at night and on weekends to minimize disruptions for end usersTalking Points: In Exchange “14”, mailbox moves can be done in online mode: users remain can send, receive, and read mail while the contents of their mailboxes are moved to a new location Maintenance activities can now be performed during the day, rather than a nighttime or weekend maintenance window Migration to Exchange “14” (whether Exchange “14” is deployed on-premise or online) can be accomplished faster and with less end-user disruptionSlide Objective:Describe how give administrators can use the new online move mailbox process to perform Exchange maintenance and migrations without sacrificing their evenings and weekends.
  24. Situation: Delegated administration has greatly improved with each release of Exchange Server, but Exchange 2007 still required modification of ACL’s to create specialized administrative roles (i.e. Compliance Officer role) In Exchange 2003, managing permissions required customization of ACL’s (about 560 ACE’s in total). A whole whitepaper dedicated to ACL modification. In Exchange 2007, property sets made it easier, but doing split permissions was still complicated and required ACL modification. A lengthy E2k7 whitepaper was written how to do this for Unified Messaging. Permissions were focused on AD objects, and didn’t map 1:1 with tasksTalking Points: Roles-Based Access Control (RBAC), in Exchange “14”, simplifies the administrators ability to create specialized roles with specialized actions. For example: Creating a helpdesk administrator role who only has the ability to create new mailboxes or change mailbox quota or message size limits. Creating a specialized Telephony Specialist role, who’s permissions are limited to managing UM dial plans. Creating a specialized compliance officer role, who’s permissions are limited to performing cross-mailbox searches for legal discovery. Creating a human resources role, where individuals assigned to this role are only able to update employee contact information. Creating a branch office administrator role, where they only have permissions to modify details for mailboxes within the specific branch (Organizational Unit or OU). Roles-Based Access Control is simple to manage. Administrators will use the Exchange Management Shell to: Create Roles to define/grant the set of operations for a specific user (i.e. ability to create a new mailbox, or set mailbox quota limit) Define Scope of where the operations can be run (i.e. a specific organizational unit, like North America OU or Finance Dept)Assign the roles and scope to a set of users (i.e. Unified Messaging Admin, Helpdesk Admin, Compliance Officer, etc…) What required an entire whitepaper (in E2k7) to create a specialized Unified Messaging role, can now be done in Exchange “14” with a single cmdlet in the Exchange Management Shell.Slide Objective:Exchange “14’s” Role-Base Access Control (RBAC) capabilities allow Exchange administrators to easily create specialized administrative roles. This delegated administration model empowers specialist users to perform tasks relevant to their role, while lowering help desk costs by allowing the IT to focus on more important tasks.
  25. Situation: The largest percentage of helpdesk calls incurred by an organization using Exchange include: Distribution Group management, message tracking, changes to personal information in address book, and other similar tasks. The annual cost of helpdesk support staff for e-mail systems with 7,500 mailboxes is approximately $20/mailbox. This cost goes up the smaller the organization. (“Email Support Staff Requirements and Costs: A Survey of 136 Organizations”, Ferris Research, June 2008). Talking Points: Roles-Based Access Control (RBAC), in Exchange “14”, allows IT administrators to move specific self-service tasks to end-users. Distribution Group management – End-users can create new DG’s, manage memberships and ownership, as well as delete DG’s Message tracking – End-users can track delivery receipt information of all messages sent Editing personal information in address book – End-users can modify select user information, such as mobile phone number. End-user self-service management is performed through a web-based management interface (aka. Exchange Control Panel) Other typical end-user tasks/options will be moved from to this web-based management interface, such as: Out of Office, Inbox Rules, Mobile device management, etc… Regular feedback from users of Exchange Labs (and other research) has helped frame the user experience with this web-base management interfaceSlide Objective:Exchange “14’s” Role-Base Access Control (RBAC) capabilities allow Exchange administrators to give selective self-management capabilities to end-users. By moving self-service tasks to end-users, organizations can reduce the costs for helpdesk support, and allow IT staff to focus on more important tasks.
  26. Situation: Employees wonder why they can’t get large (multi-gigabyte) storage limits for their work email like they can for their personal e-mail accounts (Hotmail, Yahoo, Google, etc) Exchange Server 2007 enabled organizations to deploy new storage configurations (Direct Attached storage) and offer larger mailboxes to their employees Storage costs still remain a major expense in most Exchange environments Talking Points:With Exchange Server 2003, if you wanted to deploy a highly available (clustered) infrastructure, the only storage option available was a Storage Area Network (SAN) Exchange Server 2007 added the ability to use Direct Attached Storage in a clustered Exchange deployment, and reductions in disk input/output (IO) allowed greater freedom in disk choiceExchange “14” includes additional improvements to performance, reliability, and high availability that enable an even wider range of storage options: Exchange “14” delivers a 70% reduction in disk IO from Exchange 2007 levels. This means that more disks meet the minimum performance required to run ExchangeIO patterns are optimized so that disk writes do not come in bursts. This removes a barrier that had previously limited the use of SATA (desktop class) disksExchange “14” is more resilient to storage problems. When corruption is caused by minor disk faults, Exchange automatically repairs the affected database pages using one of the database copies configured for high availability When Exchange “14” is deployed with advanced high availability (3+ replicated database copies), RAIDless architectures can be used, resulting in dramatic cost savings This flexibility of storage a choice gives administrators the freedom to deploy large (multi-gigabyte) mailboxes without breaking their hardware budgetsSlide Objective:Emphasize that Exchange “14” provides administrators unprecedented flexibility in choosing a storage architecture.
  27. You’ll see the effects of this service readinessin three main areas when Exchange Online migrates to an Exchange 2010 code base next year:First, the upgrade of Exchange Online to Exchange 2010 will address current limitations in capabilities of the service. Right now, there are some features of an Exchange 2007 on-premises deployment that you just can’t get in the cloud. With Exchange 2010, the full features of the server are available in the cloud as well. Second, there will be improved coexistence between hosted and on-premises Exchange deployments. Many enterprises are considering a hybrid model for e-mail, where they move some e-mail services to the cloud and keep some on-premises. Recognizing this, we’ve designed Exchange 2010 on-premises deployments so that they are easy to extend to the cloud. Third, a new level of management and control will become available for the administrator with hosted Exchange environments. New web-based management capabilities will be added, and familiar Exchange administration tools,like the Exchange Management Console and PowerShell, will be able to connect to Exchange Online for the first time. The bottom line here is that because the capabilities of Exchange 2010 are provided as a service as well as a server, you have the freedom to choose the right deployment option for your organization without sacrificing functionality. Whether you deploy Exchange Server 2010 on-premises, host your mailboxes with Exchange Online, or combine these two options in a hybrid deployment, your users get business-classmessaging and collaboration tools that they need to be productive.
  28. Talking Points:In this presentation I provided you an overview of the most recent Exchange investments and innovations (namely Exchange Server 2007 and Exchange Server 2007 SP1), as well as a glimpse into our product investments for the next release (code named Exchange “14”). This roadmap slide offers you a brief timeline around the delivery of these various offerings. These dates are subject to changes, but as the last 12+ years have demonstrated, Exchange seeks to ship a high-quality, major product release every 2 to 4 years. As such, we are currently scheduled to deliver Exchange “14” in the second half of calendar year 2009. This calendar year (2008), Microsoft Online plans to make generally available Exchange Online (based on Exchange Server 2007). For more information, and a chance to test drive this service, visit http://www.microsoft.com/online.Slide Objective:Provide timeline roadmap of our recent and next generation Exchange Server releases. This is subject to change without notice and should only be shared under NDA, since we have not yet publicly disclosed Exchange “14”.