Exchange Server 2010<br />Brian Lewis<br />IT Pro Evangelist<br />Microsoft Corporation<br />
Protection and Compliance<br />Flexible and Reliable<br />Anywhere Access<br /><ul><li>Email Archiving
Protect Communications
Advanced Security
Manage Inbox Overload
Enhance Voicemail
Collaborate Effectively
Continuous Availability
Simplify Administration
Deployment Flexibility</li></ul>Optimize for Software + Services<br />
<ul><li>Single platform for availability, backup, and recovery
Online mailbox moves keep users connected
Role-based administration and user self-service
Web-based management and remote PowerShell
Choice of storage from SAN to low-cost DAS
Modular server roles ease deployment  </li></ul>Flexible and Reliable<br />Flexibility to tailor deployment based on your ...
Continuous Availability<br />Simplify mailbox resiliency with new unified solution for High Availability, Backup, and Disa...
Continuous Availability<br />Keep your users productive during mailbox moves and maintenance<br /><ul><li>Users remain onl...
Sending messages
Receiving messages
Accessing entire mailbox
Administrators can perform migration and maintenance during regular hours</li></ul>Email Client<br />Client Access Server<...
Outlook<br />OWA, ActiveSync, or Outlook Anywhere<br />San Jose<br />Client Access Server<br />Dallas <br />CCR<br />NodeB...
Dallas <br />All clients connect via CAS servers<br />DB1<br />DB3<br />Client<br />DB5<br />Mailbox Server 6<br />San Jos...
Exchange 2010 High Availability New Feature <br />Mailbox Resiliency<br />New formal name for Exchange High Availability a...
Human Resources<br />Compliance Officer<br />Help Desk Staff<br />Simplify Administration<br />Delegate specific tasks to ...
Simplify Administration<br />Lower support costs through new user self-service options<br />Track the Status of Sent Messa...
Deployment Flexibility<br />Select from a range of storage enabled by scalability and performance enhancements<br />Direct...
Disk I/O patterns optimized for better hardware utilization
Resilience against corruption through automated page-level repairs</li></li></ul><li>Deployment Flexibility<br />Ease depl...
Coming in Service Pack 1<br />New Exchange Control Panel Management UI<br /><ul><li>Create and configure transport rules
Create and configure journaling rules
Manage Exchange ActiveSync policies
Manage RBAC Roles Groups and User Roles
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Here are the Exchange 2010 slides from the July 2010 IWUG meeting.

Exchange 2010 - Microsoft Exchange Server 2010, the cornerstone of the Microsoft Unified Communications solution, has long been the choice of organizations to enable rich and productive collaboration among its users. Welcome to the future. The future of Exchange high availability, that is. We reveal the changes and improvements to the built-in high availability platform in Exchange Server 2010. Exchange 2010 includes a unified framework for high availability and disaster recovery that is quick to deploy and easy to manage. Learn about all of the new features in Exchange 2010 that make it the most resilient, highly available version of Exchange ever. Here are some key points we will be talking about • High Availability Features • Protection & Compliance (mainly archiving, retention etc.) • Exchange Store & Mailbox features. • Transport & Routing Features • New Mailbox features • Deployment steps etc.

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  • SituationIT and business needs have evolved and Exchange has evolved with them.Slide objectiveGive users a high-level overview of Exchange 2010 benefits.Talking pointsExchange Server 2010 helps you achieve new levels of reliability and performance by delivering features that help simplify your administration, protect your communications, and delight your users withgreater business mobility.Flexible and Reliable Tailor your deployment based on your needs.Keep email continuously available for your users more easily.Anywhere Access Give users the freedom to securely access business communications—email,voicemail, and instant messaging—and collaborate effectively from virtually any platform, web-browser, or device.Protection and ComplianceSimplifyand automate the process of protecting your company’s communications and meeting regulatory requirements.It’s also worth noting thatExchange 2010 was designed,developed,and tested from the ground upwith a keen focus on our software plus services strategy. Let’s take a closer look at these areas.
  • Situation:Email is business-critical and continuous availability is a must. Additionally, businesses need the flexibility to deploy email in ways that meet specific and ever-changing needs.Slide Objective:Show how Exchange 2010 meets customer needs for flexible, reliable messaging solution.Talking Points:Flexible and ReliableFlexibility to tailor your deployment based on your unique needsand easily keep email continuously available for your users.Core Exchange platform innovations include a new unified approach to high availability and disaster recovery. Through such features as Database Availability Groupsand online mailbox moves,you can more easilyand confidently implement mailbox. resiliency with database-level replication,maintenance,andfailover,all within familiar Exchange management tools. With online mailbox moves, users canremain connectedand productive during mailbox moves between Exchange servers.Role based security model allows you to delegate commonor specialized tasksto userswithout giving them full admin rights. For example, users can createand maintain their own email distribution groupswithout having to call the helpdesk. ~90% reduction in disk IO overheadcompared to Exchange 2003 enables more storage hardware options, from traditional storage area networks (SANs) to desktop-classdirect attached storage,enabling you to select the storage solution that offers you the best return on investmentand cost savings.
  • Situation: As the importance of email communications in today’s workplace continues to grow, companies count on their IT staff to prevent email 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 infrastructure.Running 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 email data to a remote location, in order protect their Exchange environment against site-level disasters.Slide Objective:Position the new HA model as the evolution of previous HA methods, with significantly less cost and complexity.Talking Points: Exchange Server 2010 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).
  • Situation: Administrators commonly move mailboxes between servers and databases as part of maintenance activities or when migrating between Exchange versions. Currently, when an administrator moves a mailbox, this takes the user offline for the duration of the move, leaving them no access to email. 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 users.Slide 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. Talking Points: In Exchange 2010 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 2010 (whether Exchange 2010 is deployed on-premise or online) can be accomplished faster and with less end user disruption.
  • This should look familiar to everybody, Exchange server 2007 introduced an alternative to shared storage called continuous replication, also known as log shipping. This allows the deployment of clustered mailbox servers in two configurationsCluster Continuous Replication (CCR) –HA Solution, CCR relies on two copies of each mailbox database, one active and one passive, kept in sync using log shipping. CCR clusters are limited to two node majority node set clusters.Standby Continuous Replication(SCR) - DR solution , SCR provides the administrator with the ability to create additional storage group copies. SCR can be used to replicate data from stand-alone Mailbox servers and from clustered mailbox serversChallenges: Failovers Occur at the Server Level, Clustered Mailbox Servers are Limited to Mailbox Server Role, CMS needs a careful planning, Knowledge of Windows clusterMAPI Client: OutlookAPI client connects to mailbox server to get dataOWA,AS or OA:connect to CAS
  • So here u can have multiple copies of databases across a number of servers in a Database Availability Group, which is the orange box as shown in picture.You can have up to to 16 servers in a DAG, Only one Database is active at a time, It can be active on any server in the org(whatever is best suited for it)When u get a failure, you are going to failover an individual database, you do not need to failover the entire server. In exchange 2010, failover is managed by exchange, We are not using clusters to manage these failovers, we are managing it internally (we are using cluster technology under cover, we are using heart beats, not using any resource model), In cluadmin, you won’t see any exchange resources.When a client connects, it is going to connect an array of cas servers, Cas server will query mailbox Server to find out, where is the database mounted, once it gets the info, it is going to route the mal to that server/db and the other copies are going to get updated with the log shippingYou can further stretch that DAG, say in our case to Dallas Site for site resilience , you can pick up all or any specific databases
  • Mailbox Resiliency: The solution must impact users as little as possible, and mailbox connectivity must be re-established as quickly as possible with no administrative action required.DAG :(DAG) is a set of Mailbox servers that provide automatic recovery from failures that affect individual databases. Any server in a DAG can host a copy of a mailbox database from any other server in the DAG. When a server is added to a DAG, it works with the other servers in the DAG to provide automatic recovery from failures that affect mailbox databases, such as a disk failure or server failure.Database Mobility: Exchange 2010 introduces the new concept of database mobility, which makes possible Exchange-managed database-level failovers. Database mobility disconnects databases from servers and adds support for multiple copies of a single database. Because storage groups no longer exist in Exchange 2010, continuous replication now operates at the database level. Transaction logs are replicated to one or more other mailbox servers, and replayed into the copies of the mailbox databases stored on those servers.Without storage group objects, mailbox databases are portable across all Exchange 2010 Mailbox servers, making it is very easy to move databases when needed
  • 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 tasks.Slide Objective:Exchange 2010 Role-Base Access Control (RBAC) capabilities allow Exchange administrators to easily create specialized administrative roles. This delegated administration. Talking Points: Roles-Based Access Control (RBAC), in Exchange 2010, 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 2010 with a single cmdlet in the Exchange Management Shell.
  • 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 email 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). Slide Objective:Exchange 2010 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.Talking Points: Roles-Based Access Control (RBAC), in Exchange 2010, 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…
  • Situation: Employees wonder why they can’t get large (multi-gigabyte) storage limits for their work email like they can for their personal email 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. Slide Objective:Emphasize that Exchange 2010 provides administrators unprecedented flexibility in choosing a storage architecture.Talking Points: WithExchange 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 choice.Exchange 2010 includes additional improvements to performance, reliability, and high availability that enable an even wider range of storage options:Exchange 2010 delivers a 70% reduction in disk IO from Exchange 2007 levels. This means that more disks meet the minimum performance required to run Exchange.IO 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) disks.Exchange 2010is 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 2010 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 budgets.
  • Situation:Customers are looking for a way to stage an Exchange deployment as well as make the right decisions around securing the platform and reducing surface area for critical, Internet facing capabilities.Slide Objective:Highlight the flexibility and control a role based deployment model helps reduce installation time and ease rolloutTalking Points:Like Exchange 2007, Exchange Server 2010 is a modular system of five server roles–Edge Transport, Hub Transport, Mailbox, Client Access, and Unified Messaging – that reduces the time required for installation; minimizes manual, post-install configuration by the administrator; and limits the surface area available for attack to increase security. Administrators also gain the flexibility to deploy only the features and services necessary on a given server and manage accordingly. All server roles, with the exception of Edge Transport, can be deployed on a single server, and only the Hub Transport and Mailbox server roles are required for Exchange Server installation.
  • New ECP UICapabilities that were previously available via PowerShell only or available in the EMC which restricted the ability of an IT Pro to delegate these tasks to non-admins via ECP and prevented these tasks from being exposed in management UI for the tenant admin.Improved HAImproved Continuous Replication (Block Mode)An enhanced version of Continuous Replication which reduces data loss during a failover event. When passive mailbox copies are up to date, as the active database is updated, each update written to the database log file is also shipped to the passive mailbox copies. In the event of a failure, the passive database copy is updated with the latest log updates which minimizes data loss.Datacenter ResilienceImproved client experience for cross-site failover ( Admin can now control if Outlook will redirect cross-site or if it is automatically connected )Improved support for 2-node Datacenter resilient topologies ( Now supports Datacenter Activation Coordinator mode (DAC) Mode with two servers in a DAG )Quality ImprovementsFaster failovers with improved post-failover client experience (Failover drives the database to a clean shutdown by playing all logs. The mount process then simply brings database up, with no recovery required, which speeds up the failover time. )Mailbox database redistribution (New script which can move active mailbox databases back to the copy with the highest activation preference)
  • Situation:Users are demanding the freedom to connect from wherever they areSlide Objective:Exchange 2010 expands on the investments we made in Exchange 2007...through innovations that help enable greater workforce productivityby giving users the freedom to securely access their business communications....including email…voicemail…and…instant messaging…as well as collaborate effectively...from virtually any platform...web-browser...or device. Talking Points:Next…is Anywhere Access. Exchange Server 2010 offers enhancements that can help your users…get more done…by giving them the freedom to securely access their communications…email…voicemail…instant messaging…and more…from virtually any platform…web-browser…or device. Exchange continues to be a leader…in empowering mobile workers…by delivering the best…three screen user experience available…through Outlook on the desktop…Outlook Web App via web-browsers…and Exchange ActiveSync for mobile devices.Your users can realize numerous productivity gains thanks to new features which help them…more easily organize and prioritize the communications in their the enhanced conversation view powered by Exchange 2010.  Transform your traditional voicemail experience with Exchange 2010…which can replace your aging…and costly voicemail systems…as well as offer new innovations…like speech-to-text previews of received voice messages…and the flexibility for your users to create customized voicemail menus and call handing rules to ensure important calls are given top priority.Lastly…Exchange 2010 adds a full featured…rich web-based email experience on a range of browsers…including Internet Explorer….Mozilla Firefox…and Apple Safari. We continue to offer native support for virtually every mobile device...including a premium experience with Windows Mobile...through Exchange ActiveSync. With the mobile device policy advancements found in Exchange have a great…out-of-the-box option for delivering mobile email to your workforce without being locked into a specific device or service platform.
  • Situation:People are getting more and more email. Inbox overload is now a frequent issue for information workers. Statistics show that over 10% of IWs feel their email is totally out of control. Volumes of email 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 email and put it into context.Slide 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.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 conversation.
  • Situation:People send embarrassing emails (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.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 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. 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 to.Know 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).
  • Situation:Unified Messaging in Exchange 2007 took a major step towards providing a universal inbox by helping users manage their voicemail and email in the same place. Triaging voicemail remained a task separate from that of email as users had to have speakers available and find themselves a private location to listen to potentially confidential or private voicemails. Providing a simple text based transcription of voicemail provides users a quick and easy way to identify the importance of a voicemail 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 email and voicemail while on a mobile device or while in a setting, such as a meeting, where listening to a voicemail is not possible.Slide 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 voicemail, we provide users more choice when consuming voicemail message and further integrate voicemail into the universal inbox.Talking Points:Text transcription of voicemail within the body of the voicemail message in the inbox.Embedded media player side-by-side with text transcription to enable users to play voicemail as necessary.Inbox rules which trigger on key words and phrases can now apply to voicemail as well as email.Confidence level of transcription reflected visually in the text.
  • 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 voicemail 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.Slide 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 email communication over the years with Outlook and Outlook Web Access Inbox Rules.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 business.Ensure that top priority communication is routed directly to you via “find me” functionality which can be configured to ring all contact phone numbers sequentially.Modify auto attendant simply and easily via Outlook or Outlook Web Access whenever required; like setting a custom menu when you are out of the office.
  • 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. 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.Talking Points :Rich desktop clients are available for both PCs and Macs though Outlook and Entourage.Rich 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 email to smartphones. For almost any smartphone that an organization has decided to support, there is an Exchange ActiveSync enabled client available.
  • 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.Slide 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.Talking Points :Customers can now share their calendar externally the way they currently share them internally.Customers can now view multiple calendars in OWA.
  • Situation:Tighter regulatory requirements and growing email volumes require greater vigilance to prevent data breaches.Slide Objective:Give a high-level overview of IPC benefits in Exchange 2010.Talking Points:Protection and ComplianceExchange Server 2010 adds integrated information protection,control,and compliance toolsto help simplifyand automatethe process of protecting your company’s communications and meeting regulatory requirements.New,integrated email archiving capabilities support preserving and discovering email datawithout changingthe user or IT Pro experience. For example,users can easily “drag and drop” emails from their .PST files into a new Exchange 2010 personal archive,which can be managed throughmore flexible retention policies,including a new legal hold feature that can preserve any emails a user deletes or editsfor future e-Discovery purposesor other compliance related needs. Users can easily access archived email in both Outlook 2010 and Outlook Web App,helping you eliminate the proliferation of .PST files on your network.New,web-based multi-mailbox searchcan be delegated to specialized users such as compliance officers to conduct discovery searches across both the primary and archive email data.New Transport Protection Rules help safeguard sensitive business informationby enabling you to automatically apply Information Rights Management policies to both email and voicemails,after a message is sent,based on a range of message content criteria. Users can easily readand author IRM-protected messages natively through Outlook Web App without plug-ins or extra steps.
  • SituationBecause of growing and changing regulatory environments, organizations need custom, easy-to-implement email archiving capabilities that do not interfere excessively with user workflows.Slide objectiveAudience should understand how they can get robust email archiving and discovery tools without burdening the IT department or users.Talking pointsExchange Server 2010offers you new,integrated email archiving toolsthat can help you preserveand discover email data,without having to change the way your usersor IT adminswork with and manage Exchange.Introduced in this latest releaseare such features as: A personal archive that seamlessly surfaces in both Outlook and Outlook Web App. This secondary mailboxappears a set of foldersin your users’ email clients,allowing them to use familiar tools and actions to manage both live and archived email data. For administrators,the very same admin tools used to manage other aspects of Exchange,such as the Exchange Management Consoleor PowerShell,can be used to configureand enable this personal archive. Retention policiesthat allow IT staff to define,deploy,and automate the expiryand archiving of email data. These new policiesare both granularand flexible,and can be set at either the folderor item level. New to Exchange 2010 is a legal hold policythat,when enabled on a user’s mailbox,retains any editsor deletions made by the user under hold. This new feature also addsa single item restore capabilityto help undo accidental user deletions,without having to restore from apoint in time backup. The new,easy to use, web-based multi-mailbox searchthat can be delegated to specialist users—such as a compliance officeror human resources personnel—to conduct e-discovery tasks,without having to generate additional overhead for the IT department.Together,these integrated email archiving,retention,and discovery capabilities form just one aspect of our large mailbox strategywhich includes all of the great Exchange Server 2010 mailbox resiliencyand storage performance innovations,as well as choice in storage hardware we’ve already discussed.
  • Situation:The explosive growth of regulatory compliance and corporate governance requirements has made it challenging for email administrators and compliance officers to provide end users with simple tools for managing retention policies of the high volume of email messages being sent and received daily. It is impractical for a small group of people to police email 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.Slide Objective: The audience should walk away understanding that Exchange increases flexibility and functionality allowing retention policies to be applied to emails 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.Talking Points:Retention policies can now be applied to any individual email or folder rather than just a restricted set of managed folders.Policies are defined centrally and pushed to the client, exposed directly to users in the UI for selection or notification.Transport rules can be designed to automatically apply default policies for select groups of users or based on select attributes of email.
  • Situation:Traditional email 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 email infrastructure. Those responsible for these tasks are non-IT users who are unfamiliar with email administration tools and do not have access to the email 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.Slide Objective:The audience should see that Exchange goes beyond traditional administration models to empower delegation of tasks associated with compliance away from the email administrator and put these tasks into the hands of those responsible with easy-to-use tools.Talking Points:Cross-mailbox search user interface enables compliance officers and HR to perform searches based on select email attributes across the entire mail infrastructure.Roles based administration allows for easy delegated access to this tool with no complex Access Control Requirements.eDiscovery processes may be followed without IT intervention and only by those authorized.Compliance officers and HR representatives use familiar and easy-to-use tools within the existing UI of Outlook Web App (compared to Get Mailbox PowerShell commands in E2007).
  • Situation:One of the common concerns around information protection and control (or data loss prevention) systems is that the system will generate false positives and restrict mail that didn’t need to be restricted. Slide Objective:Audience learning: with Exchange 2010, administrators can better control sensitive data while minimizing disruptions and maintaining everyday workflow. Talking Points:With the addition of so many new controls to Exchange 2010, administrators can now fine tune their policies so that the right level of control is applied to the right email. We define it here as the application of soft and hard controls.  For example, an administrator may want to provide an automated alert to users whenever they are sending to an external audience without necessarily blocking that mail. This is where MailTips can be useful. Further down the continuum, an administrator could create a Transport Rule that applies enterprise rights management encryption automatically based on specific content within the email.  There is always the option of blocking or re-routing an email altogether. Even in these cases, detailed transport rules can be developed that only work on very specific scenarios, whether it be a particular user or group of users, message types, regular expressions (such as a social security number) – even keywords within Microsoft Office system file attachments, such as a Microsoft Excel® spreadsheet. 
  • Situation:Electronic communications is ubiquitous today. The ease of transmitting email and information attached to email 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. 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. Talking Points:Protect voicemail messages with the same core technology as you protect email, documents, spreadsheets, and presentations.Apply RMS automatically in Outlook or through Transport rules.Leverage the same rich Information Rights Managements experience in OWA as you have become familiar with in Outlook.Encrypt message in transport without the complex requirements of PKI and S/MIME.Ensure governance and compliance requirements are met by archiving protected messages in the clear alongside the encrypted message if required.Automatic RMS protection of email 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 email attributes (e.g. sender, keywords, subject line)
  • Situation:Most customers already have some form of anti-malware engine in place. But viruses continue to be a problem. That’s because when new threats are discovered, the time it takes for scan engine vendors to release antivirus signatures to detect them varies greatly—in some cases by days or weeks!Slide Objective:The audience should learn how Forefront products provide superior spam and virus filtering through multi-engine architecture, automatic updating, and streamlined management.Talking Points:The Forefront Protection for Exchange Server (FPE) engine set is proven to promote faster detection rates of new threats than single-engine solutions ( Administrators can run up to five scan engines simultaneously and in different combinations at Edge, Hub, and Mailbox servers. An AV-Test of consumer antivirus products revealed that, on average, Forefront engine sets provided a response in 3.1 hours or less, while single-engine vendors provided responses in 5 days, 4 days,and 6 days respectively. The diversity of antivirus engines protects against a single point of failure. Forefront Protection for Exchange Server manages these engines so that if one engine fails or goes offline to update, other engines continue to protect the IT environment without slowing mail delivery. Forefront also manages all updates, consolidating from al 5 engines and pushing them out customers, automatically. This automatic – and continuous – updating services also applies to Forefront&apos;s new anti-spam content filter, which is licensed from Cloudmark. Recent independent test revealed a 99% spam detection rate with Cloudmark, ranking it among the top content filters ion the market today. Now another advantage of Forefront is the option to offload your security management to the cloud for lower TCO, with Forefront Online Protection for Exchange. Forefront Online Security for Exchange includes comprehensive Service Level Agreements (SLAs) that include:5-9s network uptime100% protection against all known email virusesA spam Capture of at least 98% and a False positive commitment of less than 1 in 250,000 emails Customers also have the advantage of combining with an on premises installation with cloud services for hybrid protection. With Forefront’s new unified management functionality, you can manage security settings for all three products from one console.
  • Resource Booking Attendant – for resources like roomsVoicemail – receipt of vm in email. Scheduling Assistant – helps to provide suggested times based on availability according to the calendarShare calendar information – shared calendarsSMS Sync – text message syncMeeting room finder – room finder for room resourcesMail Tips – tips within Outlook that notify you prior to sending email e.g. OOF set, restricted DLs, DL size, etc. Configurable via Exchange 2010Ignore Conversation – ignore irrelevant threadsMove Conversation – move an entire threadCalendar sharing – federated – Federate calendar info not just free/busy dataVoicemail preview – Exchange Server 2010 featureArchive Access – E2010 feature enabledQuick steps – Configurable 1 step processes in OutlookDistribution Group Creation
  • Situation:Users may choose on-premises, cloud-based, or hybrid deployments based on their needs.Slide Objective:Describe how companies can benefit from deployment flexibility in Exchange 2010.Talking Points:Different deployment scenarios offer distinct benefits depending on your needs:Running Exchange Server on-premises gives you complete control of your environment, the most options for customization, and provides the maximum security for your sensitive data.Hosting your email with Exchange Online can help you reduce costs, focus IT on business priorities, and ensure that your users benefit from the latest technology.Coexistence capabilities mean that you can mix the two in a hybrid deployment and segment your users to give them the right level of service at the lowest cost.You can mix and match between online and on-premises software according to your organization’s needs.Regardless of which deployment option you choose, you’ll get the robust messaging capabilities you expect from Exchange.
  • Situation:Exchange Server 2010 delivers next-generation business messaging capabilities.Slide Objective:Sum up the major benefits of Exchange Online 2010.Talking Points:Realize “the new efficiency” with Exchange Server 2010.Reduce IT costs with a more flexible and reliable messaging infrastructure. Drive greater productivity and effective collaborationthrough anywhere access.Use built-in archiving, retention, and information protection and control to enhance security and regulatory compliance.This is just the tip of the iceberg—we invite you to learn more.
  • C:\fakepath\blewis tech deck_overview_sp1

    1. 1. Exchange Server 2010<br />Brian Lewis<br />IT Pro Evangelist<br />Microsoft Corporation<br />
    2. 2. Protection and Compliance<br />Flexible and Reliable<br />Anywhere Access<br /><ul><li>Email Archiving
    3. 3. Protect Communications
    4. 4. Advanced Security
    5. 5. Manage Inbox Overload
    6. 6. Enhance Voicemail
    7. 7. Collaborate Effectively
    8. 8. Continuous Availability
    9. 9. Simplify Administration
    10. 10. Deployment Flexibility</li></ul>Optimize for Software + Services<br />
    11. 11. <ul><li>Single platform for availability, backup, and recovery
    12. 12. Online mailbox moves keep users connected
    13. 13. Role-based administration and user self-service
    14. 14. Web-based management and remote PowerShell
    15. 15. Choice of storage from SAN to low-cost DAS
    16. 16. Modular server roles ease deployment </li></ul>Flexible and Reliable<br />Flexibility to tailor deployment based on your unique needs and a simplified way to keep email continuously available<br />Continuous Availability<br />Simplify Administration<br />Deployment Flexibility<br />
    17. 17. Continuous Availability<br />Simplify mailbox resiliency with new unified solution for High Availability, Backup, and Disaster Recovery<br />San Jose<br />New York<br />Mailbox Server<br />Mailbox Server<br />Mailbox Server<br />Replicate databases to remote datacenter<br />DB1<br />DB1<br />DB1<br />Recover quickly from disk and database failures<br />DB2<br />DB2<br />DB2<br />DB3<br />DB3<br />DB3<br />DB4<br />DB4<br />DB4<br />DB5<br />DB5<br />DB5<br />Evolution of Continuous Replication technology<br />Provides full redundancy of Exchange roles on as few as two servers<br />Reduce backup frequency through up to 16 replicas of each database<br />Can be deployed on a range of storage options<br />
    18. 18. Continuous Availability<br />Keep your users productive during mailbox moves and maintenance<br /><ul><li>Users remain online while their mailboxes are moved between servers
    19. 19. Sending messages
    20. 20. Receiving messages
    21. 21. Accessing entire mailbox
    22. 22. Administrators can perform migration and maintenance during regular hours</li></ul>Email Client<br />Client Access Server<br />Mailbox Server 1<br />Mailbox Server 2<br />
    23. 23. Outlook<br />OWA, ActiveSync, or Outlook Anywhere<br />San Jose<br />Client Access Server<br />Dallas <br />CCR<br />NodeB(passive)<br />NodeA(active)<br />SCR<br />DB1<br />Standby Cluster<br />DB2<br />DB3<br />DB1<br />DB1<br />DB2<br />DB2<br />DB3<br />Exchange Server 2007<br />DB3<br />
    24. 24. Dallas <br />All clients connect via CAS servers<br />DB1<br />DB3<br />Client<br />DB5<br />Mailbox Server 6<br />San Jose<br />Easy to extend across sites<br />Client Access Server<br />Failover managed by/with Exchange<br />Mailbox Server 1<br />Mailbox Server 2<br />Mailbox Server 3<br />Mailbox Server 4<br />Mailbox Server 5<br />DB4<br />DB1<br />DB5<br />DB3<br />DB2<br />Database level failover<br />DB5<br />DB2<br />DB1<br />DB4<br />DB3<br />DB3<br />DB1<br />DB2<br />DB4<br />DB5<br />Exchange Server 2010<br />
    25. 25. Exchange 2010 High Availability New Feature <br />Mailbox Resiliency<br />New formal name for Exchange High Availability and Site Resilience<br />Database Availability Group<br />A group of mailbox servers hosting a set of replicated mailbox databases (up to 16)<br />Database Mobility<br />The ability of a single mailbox database to be replicated to and mounted on other mailbox servers<br />
    26. 26. Human Resources<br />Compliance Officer<br />Help Desk Staff<br />Simplify Administration<br />Delegate specific tasks to specialist users with role-based administration<br />Conduct multi-mailbox searches for e-Discovery<br />Update employee information in company directory<br />Manage mailbox quotas <br />
    27. 27. Simplify Administration<br />Lower support costs through new user self-service options<br />Track the Status of Sent Messages<br />Create and Manage Distribution Groups<br />
    28. 28. Deployment Flexibility<br />Select from a range of storage enabled by scalability and performance enhancements<br />Direct Attached w/ SATA Disks<br />Storage Area Network (SAN)<br />Direct Attached w/ SAS Disks<br />JBOD SATA(RAID-less)<br /><ul><li>Continual platform innovation yields over 70% reduction in disk I/O
    29. 29. Disk I/O patterns optimized for better hardware utilization
    30. 30. Resilience against corruption through automated page-level repairs</li></li></ul><li>Deployment Flexibility<br />Ease deployment and reduce installation time with flexible server roles<br />Enterprise Network<br />Phone system (PBX or VOIP)<br />Hub Transport<br />Routing and policy<br />Edge Transport<br />Routing and AV/AS<br />External<br />SMTPservers<br />Unified Messaging<br />Voicemail and voice access<br />Mailbox<br />Storage of mailbox items<br />Mobile phone<br />Client Access<br />Client connectivity<br />Web services<br />Web browser<br />Outlook (remote user)<br />Line of business application<br />Outlook (local user)<br />
    31. 31. Coming in Service Pack 1<br />New Exchange Control Panel Management UI<br /><ul><li>Create and configure transport rules
    32. 32. Create and configure journaling rules
    33. 33. Manage Exchange ActiveSync policies
    34. 34. Manage RBAC Roles Groups and User Roles
    35. 35. Create and manage resource mailboxes
    36. 36. Create and manage security groups
    37. 37. Create and manage Allow/Block/Quarantine policies</li></ul>Flexible and Reliable<br />Improved High Availability and Disaster Recovery<br /><ul><li>Improved Continuous Replication (Block Mode)
    38. 38. Improved client experience for cross-site failover
    39. 39. Improved support for 2-node datacenter resilient topologies
    40. 40. Faster failovers with improved post-failover client experience
    41. 41. Active Mailbox database redistribution</li></li></ul><li><ul><li>Enhanced conversation view eases Inbox navigation
    42. 42. MailTips help avoid undelivered/misdirected email
    43. 43. Text preview of voicemail messages for faster triage
    44. 44. Customizable call handling rules and menu options
    45. 45. Full featured experience across all “three screens”
    46. 46. Federation of Free/Busy details with partners</li></ul>Anywhere Access<br />Help users get more done with the freedom to securely access their communications from virtually any platform, browser, or device<br />Manage Inbox Overload<br />Enhance Voicemail<br />Collaborate Effectively<br />
    47. 47. Manage Inbox Overload<br />Easily organize and communicate with enhanced conversation view and integrated IM<br />Conversation View<br />Instant Messaging<br />Ignore Conversation<br />
    48. 48. Manage Inbox Overload<br />Help reduce unnecessary and undeliverable email through new sender MailTips<br />MailTips in Outlook 2010<br />MailTips in Outlook Web App<br />
    49. 49. Enhance Voicemail<br />Quickly triage and take action on messages with Voicemail Preview<br />Audio playback<br />Contextual Contact Actions<br />Text Preview of Voicemail<br />
    50. 50. Enhance Voicemail<br />Create custom voicemail menus and call answer rules to give callers the right priority<br />Defining a Custom Voicemail Menu<br />Managing Call Answer Rules<br />
    51. 51. A familiar and rich Outlook experience across clients, devices, and platforms<br />Mobile<br />Web<br />Collaborate Effectively<br />Desktop<br />
    52. 52. Collaborate Effectively<br />Ease collaboration by federating calendar details with external business partners<br />External Contact Free/Busy Information<br />
    53. 53. Coming in Service Pack 1<br />Improved Outlook Web App UI<br /><ul><li>Simplified UI better optimizes for small screens – e.g., Netbooks
    54. 54. Support for calendar printing
    55. 55. Support for adding inline images while composing new email
    56. 56. Themes and customization support</li></ul>Improved OWA Performance<br /><ul><li>Long running operations do not block user experience
    57. 57. Auto-save drafts while composing new email</li></ul>Anywhere Access<br />Better Mobile Experience<br /><ul><li>Conversation view experience on par with Outlook Web App
    58. 58. Photos supported in Global Address List contact card
    59. 59. Exchange ActiveSync (EAS) throttling support
    60. 60. Information Rights Management support in EAS
    61. 61. Block/Quarantine notification to mobile device via EAS</li></li></ul><li><ul><li>Integrated archiving, retention, and discovery
    62. 62. Granular retention and legal hold policies
    63. 63. Array of Informational Protection and Control tools
    64. 64. Automate Rights Management policies in Transport
    65. 65. Multiple antivirus scanning engines with Forefront
    66. 66. Choice of service or on-premises protection</li></ul>Protection and Compliance<br />Simplify and automate the process of protecting your organization’s communications and meeting regulatory requirements<br />Email Archiving<br />Protect Communications<br />Advanced Security<br />
    67. 67. Email Archiving<br />Preserve and discover email data without changing the user or IT pro experience<br />Preserve<br />Discover<br />Personal Archive<br />Move and Delete Policies<br />Hold Policy<br />Multi-Mailbox Search<br /><ul><li>Secondary mailbox with separate quota
    68. 68. Appears in Outlook and OWA
    69. 69. Managed through EMC or PowerShell
    70. 70. Automated and time-based criteria
    71. 71. Set policies at item or folder level
    72. 72. Expiry date shown in email message
    73. 73. Capture deleted and edited email messages
    74. 74. Offers single item restore
    75. 75. Notify user on hold
    76. 76. Web-based UI
    77. 77. Search primary, archive, and recoverable items
    78. 78. Delegate through roles-based admin</li></li></ul><li>Email Archiving<br />Set granular per item retention policies and capture all edits and deletions with legal hold<br />Apply Move and Delete Policies to Individual Messages<br />Policies Applied to All Email Within a Folder<br />Retention Policy and Expiry Details <br />
    79. 79. Email Archiving<br />Empower compliance officers to conductmulti-mailbox searches with ease<br />Delegate Access to Specialists<br />Rich Search Criteria and Targeting Options<br />Results Stored in Specialized Mailbox<br />
    80. 80. Email Archiving<br />Users primary and archive mailboxes can be located on the same or separate databases*<br /><ul><li>Mailboxes can be moved together or separately
    81. 81. Allows for different storage hardware, DAGs, RPOs, RTOs, etc.
    82. 82. Exchange 2010 SP1 supports:
    83. 83. Primary and Archive On-Premises (Same DB)
    84. 84. Primary and Archive On-Premises (Different DBs)
    85. 85. Primary and Archive in the Cloud
    86. 86. Primary On-Premises and Archive in the Cloud</li></ul>*Requires Exchange Server 2010 Service Pack 1<br />
    87. 87. Protect Communications<br />Safeguard communications with an array of information protection and control tools<br />Alert <br />Protect <br /> Modify<br /> Redirect <br /> LESS RESTRICTIVE MORE RESTRICTIVE<br /> Classify <br /> Block <br /> Review<br />Append<br /><ul><li>Apply the right level of control based on the sensitivity of the data
    88. 88. Maximize control and minimize unnecessary user disruptions </li></li></ul><li>Protect Communications<br />Automatically protect email after being sent with Rights Management policies in Transport<br /><ul><li>Transport Rule action to apply Rights Management template to email or voicemail messages
    89. 89. Support for scanning of attachments and searching of protected email
    90. 90. “Do Not Forward” policies available by default
    91. 91. Information protection across PC, Web, and mobile device</li></ul>Transport Protection Rule<br />
    92. 92. Advanced Security<br />Prevent malicious software and spam from entering into the messaging environment<br />On-Premises Software<br />Hosted Service<br />Internet<br />SMTP <br />Hub Transport Server<br />Mailbox Server<br />Client Access Server<br />Antivirus and anti-spam protection for Exchange Server 2010 Server Roles<br /><ul><li>Multiple scan engines throughout the corporate infrastructure
    93. 93. Tight integration with Exchange maximizes availability and performance
    94. 94. Easy-to-use admin console for central configuration and operation</li></li></ul><li>Coming in Service Pack 1<br />Personal Archive Enhancements<br /><ul><li>Support for archive and primary mailboxes on separate databases
    95. 95. Outlook 2007 support (i.e., user’s personal archive folders appear)
    96. 96. .PST file import/export for archive and primary mailboxes
    97. 97. Support for “admin enabled” delegate access to archive
    98. 98. Archive provisioning and configuration with Exchange Control Panel
    99. 99. Exchange Web Services access to the archive mailbox</li></ul>Protection and Compliance<br />Retention Policy Management Enhancements<br /><ul><li>Create and Configure Retention Tags and Policies in EMC
    100. 100. User Self-service for selection of optional Retention Policies in ECP</li></ul>Multi-Mailbox Search Enhancements<br /><ul><li>Search results preview including item count and keyword statistics
    101. 101. De-duplication of search results (optional)</li></ul>New Information Protection and Control Capabilities<br /><ul><li>View protected documents with OWA Web Ready Document Viewer
    102. 102. Improved support for federated B2B IRM scenarios*</li></ul>*requires Windows Server 2008 R2 Service Pack 1<br />
    103. 103. Outlook 2010 Feature Matrix: Productivity <br />
    104. 104. Optimized for Software + Services<br />Deliver powerful productivity tools to your users, in a way that best fits your business or technology needs <br />COEXISTENCE<br />On-Premises<br />Cloud Service<br />PC<br />PHONE<br />WEB<br />Consistent User Experience<br />
    105. 105. Lower IT costs with a Flexible and Reliablemessaging platform<br />Increase productivity through AnywhereAccessto business communications<br />Bettermanage risk by safeguarding your business with Protection and Compliance<br />
    106. 106. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Exchange ActiveSync, Forefront, Outlook, Windows Mobile, 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.<br />