Today's Unified Communications: To upgrade, coexist, or go 'all in' with the cloud - That is the question


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On March 13th & 14th , Eric Inch reviewed Exchange and Lync Server 2013 new features, discussed migration best practices, and hybrid scenarios with Office 365.

Download our slide deck (PDF, 2 MB) to take a deeper dive on Microsoft's Unified Communications.

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Today's Unified Communications: To upgrade, coexist, or go 'all in' with the cloud - That is the question

  1. 1. Today’s Microsoft Unified Communications
  2. 2. Quick FactsAbout Us Approach Partnerships• 23nd Year • Vendor • Microsoft Gold• Grand Rapids & Independent • VMware Royal Oak • Non-reseller Enterprise• 30 Staff • Professional • Citrix Silver Services Only • Cisco Premier • Novell Gold
  3. 3. Microsoft Gold Partner Competencies Successes Pinpoint • Customer• Four Gold Excellence Award • Microsoft’s official partner directory• Eight Silver • Virtual Technical • 5-star rating Specialist (VTSP) • Managed Partner • Numerous Partner Awards
  4. 4. Expertise
  5. 5. Get Social with C/D/H @cdhtweetstech
  6. 6. Your PresenterEric InchLead ConsultantUnified Communications& InfrastructureCISSP, MCITP, MCTS, CCA,
  7. 7. Agenda• Technologies – Exchange Server 2013 – Lync Server 2013 – Office 365• Better Together• Hybrid
  8. 8. Unified communications• Exchange Server – Email, Calendaring, Voicemail, Fax• Lync Server – Instant messaging, Presence, Conferencing, Telephony• Office 365
  9. 9. Exchange Server 2013• Architecture – Server roles• Site mailboxes and Public Folders• Security• OWA enhancements
  10. 10. Architecture• Roles – Exchange 2007/2010 – Client Access, Hub Transport, Mailbox, Unified Messaging, Edge Transport – Exchange 2013 – Client Access, Mailbox • Hub transport and Unified Messaging roles split between two roles• Exchange Administrative Center• Public Folders• Site Mailbox
  11. 11. Requirements• Co-existence scenarios – Exchange 2007 and Exchange 2010• AD functional requirements – Forest and domain at Server 2003 native or higher• Operating System – Server 2008 R2 w/ SP1 or Server 2012• Supported clients – Outlook 2007 w/ SP3 and Nov 2012 CU – Outlook 2010 w/ SP1 and Nov 2012 CU – Outlook 2013 – Outlook 2011 for Mac – Entourage 2008 for Mac, Web Services Edition
  12. 12. Virtualization• All Exchange 2013 server roles are supported in a virtual machine. – DAG members included – Can’t save and restore state on disk when moved or taken offline. – All failover activity occurring at the hypervisor level must result in a cold boot when the virtual machine is activated on the target node.• Live migration of virtual machines is supported.• Only management software (for example, antivirus software, backup software, or virtual machine management software) can be deployed on host.• Virtual machine snapshots NOT supported.• Virtual processor-to-logical processor ratio no greater than 2:1 – Microsoft recommends a ratio of 1:1.
  13. 13. Architecture - Roles• Client Access Server – CAS array – Authentication, Redirection and Proxy – No data rendering – No more RPC – All client connections RPC/HTTP – AD site for CAS and MBX• Mailbox Server – Database Availability – Data rendering
  14. 14. Client Access• A client resolves the namespace to a load balanced virtual IP address.• The load balancer assigns the session to a CAS member in the load balanced pool.• CAS authenticates the request and performs a service discovery by accessing Active Directory for: – Mailbox version – Mailbox location information• CAS makes a decision on whether to proxy the request or redirect the request to another CAS• CAS queries Active Manager responsible for the database to determine server hosting active copy.• CAS proxies the request to the Mailbox server hosting the active copy.
  15. 15. Managed Availability• Built-in monitoring and recovery actions• Internal process that runs on EVERY Exchange Server 2013 server• Two Processes – Exchange Health Manager Service & Exchange Health Manager Worker• Probe engine measures and collects Data• Monitor runs collected data against business logic to determine health• Responder take recovery actions• Active Manager uses information
  16. 16. Resiliency• Automatic Datacenter switchover – Independent site for witness – Location isolated from network failures affecting DAG members• Single global namespace – Multiple IP addresses• Separation of Client Access and Mailbox – Any CAS will proxy to any Mailbox server hosting active copy
  17. 17. Exchange Administrative Center• No more Exchange Management Console (EMC)• Web based Admin Center – – Support for IE8/9/10, FireFox 13+, Safari 5+, and Chrome 20+• Contextual help links• Notifications• Hybrid navigation
  18. 18. Architecture – Public Folders• Special Mailbox – Stores Public Folder Hierarchy and Content• Database Availability Groups – Public folders take advantage of continuous replication• Migration – Export-PublicFolderStatistics.ps1, PublicFoldertoMailboxMapGenerator.ps1 – New-PublicFolderMigrationRequest
  19. 19. Architecture – Site Mailbox• Emails and Documents presented together – Accessed from either Outlook or SharePoint• Filing emails and document from Outlook 2013• SharePoint permissions• eDiscovery search scope• Lifecycle policy• Open in Web Browser
  20. 20. Security• Native virus and spam protection• Policy enforcement• Active Directory Rights Management• Discovery and Retention
  21. 21. Security – Virus & Spam• Malware detection native• Notify internal or external senders, Administrator• Customize notifications• Consider Exchange Online Protection
  22. 22. Security – Data Loss Prevention If the message...Is sent to Outside the organization‘ and The message contains these sensitive information types: U.S.• Sets of conditions to filter email Social Security Number (SSN) or Drug Enforcement Agency (DEA) Number – rules, actions, exceptions – keyword matches, regular Do the following...Set audit severity expression evaluation, dictionary level to High‘ and Notify the sender that the message cant be sent, but allow the search sender to override and provide• Policy Templates justification. Include the explanation Unable to deliver your message. You – PCI DSS, HIPAA, SSN can override this policy by adding the Confidentiality, US Patriot Act word override to the subject line. with status code 5.7.1‘• AD RMS template Policy group membership HIPAA• Policy Tips Policy Rule mode Enforce – Notify sender with a Policy Tip
  23. 23. Security - Discovery• Unified Search – Mailbox and Archive. In-Place eDiscovery• FAST Search – Windows Search replaced with Microsoft Search Foundation – Improved indexing and Querying performance• In-Place eDiscovery & Hold Wizard• eDiscovery Search Center with SharePoint 2013
  24. 24. Mobile Experience• Windows 8 UI• Mobile device form factors• Full desktop – 3 Column• Tablet – 2 Column. ?layout=twide• Mobile Phone – Single Column. ?Layout=tnarrow• Offline support• Outlook Apps• Calendar Views• Contact information
  25. 25. Exchange Demo
  26. 26. Lync Server• Instant messaging – Internal, federated, public IM• Presence – Real time access to user status• Conferencing – IM conferencing, audio conferencing, web conferencing, video conferencing, and application sharing• Telephony – Voice over IP (VoIP)
  27. 27. Lync Server 2013• SQL• Simul-ring, delegates, voice mail escape• Conferencing Enhancements• Archiving Changes• Persistent chat• Enhanced VDI support• Hybrid
  28. 28. Architecture• Roles• High Availability• Site Resiliency – Pool Pairing• Persistent Chat• Archiving / Monitoring• Hybrid
  29. 29. Roles• Enterprise or Standard Edition• SQL Server (2008 R2 or 2012) – Mirroring for back-end availability• Edge server• Mediation server• Director• Persistent Chat• Office Web Apps• No more – AV conferencing pools – Monitoring or archiving servers
  30. 30. Server Requirements • Operating System – Server 2008 R2 w/ SP1 or Server 2012 Recommended EEs, SE, SQL 64-bit dual processor, hex-core, 2.26 gigahertz (GHz) or higherCPU Edge, Mediation, Director 64-bit dual processor, quad-core, 2.0 gigahertz (GHz) or higher EEs, SE, SQL 32 gigabytes (GB)Memory Edge, Mediation, Director 16 gigabytes (GB)  8 or more 10,000 RPM hard disk drives – 2 RAID 1, 6 RAID 10 EEs, SE, SQL  Solid state drivesDisk  4 or more 10,000 RPM hard disk Edge, Mediation, Director  Solid state drives EEs, SE, SQL  1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)Network Edge, Mediation, Director  1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)
  31. 31. Pool Pairing• No distance restriction – High speed connectivity recommended• Enterprise to Enterprise, Standard to Standard• Physical to Physical, Virtual to Virtual• SQL Mirroring• Capacity Planning• RTO – 30 minutes, RPO – 30 minutes
  32. 32. Persistent Chat• Topology Builder / Lync Control Panel – Role added to topology like any other role – Management included in Control Panel• Integrated with Lync client• 20,000 users per server, 80,000 per pool• Rooms – Privacy - Open, Closed, Secret – Mode – Normal or Auditorium
  33. 33. Archiving• Archiving now co-located on front-end• Exchange Server 2013 integration – Archive stored with mailbox – Litigation hold, discovery search• SQL Store Mirroring• Whiteboards and Polls• Not archived – Peer-to-Peer file, AV for Peer-to-Peer, App Sharing Peer-to-Peer• Persistent chat archived to SQL
  34. 34. Clients• Lync mobile clients – Full Audio, Video, Application sharing• Federation with external Parties – XMPP native on Front-End • Skype Integration – Video interoperability within 18 months • Google Talk• Enhanced VDI support – Media redirection architecture – VDI plugin – Limitations – No multi-view video, recordings
  35. 35. THE NEW LYNC WORKS ACROSSPLATFORMS & DEVICES PC Mac Smartphone Tablet Browser
  36. 36. Windows 8 Presence Windows & Phone Android iPhone iPad and IM Windows RT Lync and Lync online connectivityNew UI, photo, status, presence View Lync contact listView contact cardIM, multipartyconversations Distributionlist expansion
  37. 37. Windows 8 Lync Windows & Phone Android iPhone iPadMeetings Windows RT Join LyncMeetings witha single touchVoice and Videoover IP (3g/4g & WiFi)Simultaneous Multi-Party VideoView sharedLync Meeting content
  38. 38. Windows 8Enterprise Windows & Phone Android iPhone iPad voice Windows RTSingle-number reachVoice and Videoover IP (3g/4g & WiFi)Call-via-work
  39. 39. Lync Web App• Cross-browser HTML and JavaScript• No Microsoft Silverlight• Windows and Mac• Full presentation capabilities• Audio/Video sharing• No more Attendee
  40. 40. Conferencing• Room Systems• Gallery View – Multiple video streams up to five participants – HD Video up to 1080P in multiparty conferences• Presenter Only Video Mode / Video Spotlight• Dial-out Conferencing without EV• Video Preview• OneNote
  41. 41. One Note Integration• OneNote share• accessible directly from a Lync Meeting
  42. 42. Enterprise Voice• Simul-ring, delegates, voice mail escape• Calling party normalization – Manipulation of E.164 to extensions – Caller ID• Voicemail Escape – Determine if call answered by mobile and disconnects mobile voicemail• M+N• Location based routing• Voice Policy for Simul-Ring Routing
  43. 43. Unified Contact Store• Lync contact lists in Exchange Mailbox• Shared contact experience – OWA, Outlook, Lync, Mobile, custom API• Provisioning users with default contacts• EWS used for Exchange connectivity
  44. 44. Lync DEMO
  45. 45. Office 365• Exchange Online• Lync Online• SharePoint Online• Office Web Apps• SkyDrive
  46. 46. Versions MidSize E1 E3 E4# Users 300 Unlimited Unlimited UnlimitedOffice Web Apps X X X XIM/Presence X X X XWeb Conferencing X X X XPublic Web X X X XSpam/Malware X X X XAD Integration X X X XSite Mailboxes X X X XAdvanced Email X XeDiscovery X XHosted UM X XBusiness Intelligence X XLync Server On-prem XPricing (user/month) $15 $8 $20 $22
  47. 47. Exchange Online• 25 GB mailbox• Resource and shared mailboxes• Deleted item/mbx recovery – 14 days / 30 days• Exchange Online Protection – Hosted mail hygiene• Outlook Anywhere, ActiveSync, Outlook Web Access• Blackberry Internet Service• Rich Co-existence
  48. 48. Exchange Hybrid• Secure mail routing between on-premises and Exchange Online organizations.• Mail routing with a shared domain namespace.• A unified global address list (GAL), also called a “shared address book.”• Free/busy and calendar sharing between on-premises and Exchange Online organizations.• Centralized control of inbound and outbound mail flow.• A single Microsoft Office Outlook Web App URL for both the on-premises and Exchange Online organizations.• The ability to move existing on-premises mailboxes to the Exchange Online organization.• Centralized mailbox management using the on-premises Exchange admin center (EAC).• Message tracking, MailTips, and multi-mailbox search between on- premises and Exchange Online organizations.• Cloud-based message archiving for on-premises Exchange mailboxes. Exchange Online Archiving can be used with a hybrid deployment.
  49. 49. Hybrid Architecture
  50. 50. Lync Online• Instant messaging – Internal – Federation• Presence• Conferencing• HybridEnterprise voice for Lync Online on 18 monthroadmap.
  51. 51. Lync Hybrid• Lync Online 2013• ADFS and DirSync• Supported Topology – Completely Lync 2013 on-premise – Lync 2010 with Lync 2013. Edge and next hop either Lync 2013 or Lync 2010 with latest CU – OCS 2007 R2 with Lync 2013. Edge and next hop is Lync 2013• Users first created on-premise then migrated to Lync Online• SRV records pointed to on-premises Lync Edge• Migration considerations 1. User contacts The limit for contacts for Lync Online users is 250. Any contacts beyond that number will be removed from the user’s contact list. 2. Instant Messaging and Presence User contact lists and groups are migrated with the user account. 3. Conferencing data, meeting content, and scheduled meetings This content is not migrated with the user account. Users must reschedule meetings after their accounts are migrated to Lync Online
  52. 52. Lync Hybrid• Functionality – Integration with on-premise PBX – Exchange hosted UM – Hold/retrieve, transfer, call forwarding – Media Bypass – Lync Phone Edition• Limitations – No response groups – Remote call control – Call Center integration
  53. 53. Hybrid ArchitectureRemote usersMobile devices Lync Edge ADFS Proxy DirSync ADFS Lync
  54. 54. SharePoint Online SharePoint Server SharePoint Online Standard Enterprise Plan 1 Plan 2Apps App Catalog and Marketplace x X X X Team Sites X X X X Work Management X X X XCollaboration Social X X X X External Sharing X X Basic Search X X X XSearch Standard Search X X X X Enterprise Search X X Content Management X X X XContent Management Records Management X X x X E-discovery, ACM, Compliance X X Excel Services, PowerPivot, X xBusiness Intelligence PowerView Scorecards & Dashboards X Access Services X x X Visio Services X XBusiness Solutions Form Based Application X X SharePoint 2013 Workflow X x X Business Connectivity Services x x X
  55. 55. Identity OptionsCloud ID Cloud ID + DirSync Federated IDs + DirSyncPros Pros Pros• No servers required on- • Users accounts • SSO with corporate premise administered on- credentials premise • Accounts administeredCons • Allows for co-existence on-premise• No SSO scenarios • Users on-premise• Separate credentials, password policy different password Cons • Allows for hybrid policies • No SSO scenarios • Separate credentials, different password Cons policies • Additional server • Single server infrastructure deployment
  56. 56. Single Sign-on• Accessing hosted services with on- premise credentials• Requirements – Active Directory Federation Services – Active Directory DirSync
  57. 57. Office 365 DEMO
  58. 58. Upcoming Events• March 19: SharePoint Custom Development• March 27: System Center Service Manager-The Shining Star in the System Center Suite• April 17 & 18: SharePoint Executive Roundtable
  59. 59. Thank YouRoyal Oak Grand Rapids306 S. Washington Ave. 15 Ionia SWSuite 212 Suite 270Royal Oak, MI 48067 Grand Rapids, MI 49503(248) 546-1800 (616) 776-1600