Exchange 2010 Overview Francis Lam IT Pro. Evangelist Microsoft Hong Kong
Strategic Business Challenges Our Sales teams need to connect with the right customers and systems while on the road - VP of Sales I need to deliver secure and compliant communications tools to support a highly distributed workforce. - CIO/Technology Director I need to reduce hardware costs and operational overhead. - IT Manager, Messaging Infrastructure
Balance Needs in a Changing Workplace Meet changing business needs Manage IT cost, complexity Increase personal and team productivity Collaborate with a globally distributed workforce Reduce communications overload Simplify administration and lower costs Prevent information leakage Maintain regulatory and industry compliance
What You Tell Us Communication overload Globally distributed customers and partners High cost of communications Increasing security and compliance
New from E2003 to E2007 Front-End/Back-End -> Client Access/Mailbox/Hub Transport/Edge Transport/ Unified Messaging 64-bit servers only AD Sites replace Routing Groups Autodiscover Removes Outlook 2007+ need for Public Folders Availability Service: Free/Busy information read direct from mailboxes, not from Public Folders Offline Address Book download from Client Access Server New admin tools Exchange Management Console and Exchange Management Shell Unified Messaging Voice mail in your inbox New Developer API: Exchange Web Services (EWS)
New from E2007 to E2010 Run Exchange Server yourself, or use Exchange Online? High Availability solution for mailboxes is mailbox resiliency Comprised of database availability group and database copies Provides site resilience and disaster recovery 30 second switchover/failover with simplified admin experience Improves the flexibility in storage choices (e.g. SATA disks, JBOD configurations) Replaces SCR, LCR, SCC and CCR from E2007 Management Tools are 64-bit only RPC Client Access and Address Book services Improved High Availability solution: Outlook MAPI connects directly to Client Access Servers for mailbox related data and directory requests ExOLEBD, WebDAV and CDOEx are gone Entourage EWS uses EWS
Exchange Server 2010 Protection and Compliance Anywhere Access Flexible and Reliable E-mail Archiving Protect Communications Advanced Security Manage Inbox Overload Enhance Voice Mail Collaborate Effectively Continuous Availability Simplify Administration Deployment Flexibility Optimize for Software + Services
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
Archiving and Retention Part of our larger E2010 compliance story Archiving and Retention Personal Archive Retention Policies Multi-Mailbox Search Legal Hold Journaling Auditing and Reporting Information Protection and Control Transport Protection Rules Outlook Protection Rules Transport Decryption Enhanced Transport Conditions Moderation MailTips
Why Archive E-mail? Key drivers Volume As data volume grows, Outlook performance compromised Mailbox quotas control volume but also encourage PSTs PSTs add to further performance/management issues Retention Compliance adds to volume challenges Regulations mandate specific retention periods for relevant email (SOX = 5 years, SEC rules = 6 years, HIPAA = 5-6 years) Discovery FRCP Amendments place strict timelines on discovery of email Amendments cover all email from all sources, including PSTs Retrieval costs can be HUGE (backup tapes, PSTs)
The problems with PSTs Compliance, cost, reliability IT Pro Litigation hold can t be enforced PSTs cannot be easily discovered Lost laptop results in exposure of PSTs Backup/Recovery cost prohibitive End User Accessible on local machine only Can t get to PSTs when needed PST corruptions increase on network share As PSTs grow, stability lessens (>5GB)
E-mail Archiving Today What customers are telling us Poor User Experience Unfamiliar environment Inability to search and/or access archived content Clunky experience with OLK/OWA add-on Complex Administrative Experience Outlook add-on install/performance issues Separate search/management of primary and archive mailboxes Concerns over reliability of hosted archive vendors High Costs Separate archive licenses Additional archive management costs
Personal Archive Overview A secondary mailbox that is configured by the administrator Appears alongside a user s primary mailbox in Outlook or Outlook Web Access. PSTs can be dragged and dropped to the Personal Archive Mail in primary mailbox can be moved automatically using Retention Policies Archive quota can be set separately from primary mailbox
Personal Archive User experience Folder hierarchy from primary mailbox maintained User can view, read, navigate, flag and reply to archived mail same as live mail Reply to message in archive puts message in live mail sent items (same as PSTs) User gets conversation view scoped to Archive (same as PSTs)
Personal Archive Search Option to search archive only or both live and archived mail Advanced search options work across live and archived mail
Retention Polices At the folder or item level Policy automatically deletes email after x days Policies applied to all mail within a folder Policies automatically move mail to archive after x days Expiration date label
Multi-Mailbox Search Simple, role-based GUI Delegate access to search to HR, compliance, legal manager Filtering includes: sender, receiver, expiry policy, message size, sent/receive date, cc/bcc, regular expressions, IRM protected items Search all mail items (email, IM, contacts, calendar) across primary mailbox, archives
Multi-Mailbox Search Additional ediscovery features Search specific mailboxes Export search results to a specific mailbox or SMTP address Request email alert when search is complete
Legal Hold Easier, more control Feature Copy edited and deleted items Auto alert notification Search dumpster Benefits Builds on E2007 hold of auto-deleted items Sends alert to users that they are on hold; eliminates manual process Use multi-mailbox search to retrieve deleted/edited items indexed in dumpster folder
Journaling Greater efficiency Feature Transport Journaling Journal Report de-duplication Benefit Ability to journal individual mailboxes or SMTP address (hosted archive) Detailed reports per To/Cc/Bcc/Alt-Recipient and DL expansion Customers report up to 40% duplication of journal reports (Example: internal/external recipients on same DL) E14 creates one report per message Can dramatically reduce hosted archive storage costs
Journal Decryption Server decryption agent Include clear text copies of protected messages and attachments in journal mailbox Enable virus scanning, content filtering, and content based rules on IRM-protected messages
Exchange 2010 Archiving and Retention Key Benefits Summary Seamless User Experience Move PSTs manually into Personal Archive folder for discovery Move mail in primary automatically into Personal Archive to manage quota Access archive through Outlook or OWA Apply retention policies, Search across primary mailbox and Personal Archive Streamlined Administrative Experience Leverage familiar Exchange management tools across all primary and archive mailboxes (retention policies, litigation hold, multi-mailbox search) Delegate compliance-related functions to non-it compliance officers, legal, HR through easy-to-use GUI Reduced Costs No additional archive licenses (archive is part of Exchange 2010 ECAL) No separate archive to manage = lower administrative costs Option to use DAS-SATA storage architecture to reduce storage costs
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 Filtering Conversation View 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 of Voice Mail Audio Playback 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 Server Mailbox Server Mailbox Server Recover quickly from disk and database failures DB1 DB2 DB3 DB4 DB5 DB1 DB2 DB3 DB4 DB5 DB1 DB2 DB3 DB4 DB5 Replicate databases to remote datacenter 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 Client Access Server Users remain online while their mailboxes are moved between servers Sending messages Receiving messages Accessing entire mailbox Administrators can perform migration and maintenance during regular hours 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 Searches for Legal Discovery Update Employee Info in Company Directory Manage Mailbox Quotas
Simplify Administration Lower Support Costs Through New User Self- Service Options Track the status of sent messages Create and manage distribution groups
Read IOPS Write IOPS Deployment Flexibility Greater Range of Storage Options Through Performance Enhancements Storage Area Network (SAN) Direct Attached w/ SAS Disks Direct Attached w/ SATA Disks JBOD SATA (RAID-less) 70% reduction in IOPS Smoother IO patterns Resilience against corruption E2K3 E2K7 E2010
Exchange 2010 Storage Vision IO Reduction Sequential IO SATA/Tier 2 Disk Optimization Large, Fast, Lowcost Mailboxes Storage Design Flexibility RAID less Storage (JBOD)
Exchange IOPS Trend DB IOPS/Mailbox 1 0.8 0.6 0.4 +90% Reduction! Exchange 2003 Exchange 2007 Exchange 2010 0.2 0 Exchange 2003 Exchange 2007 Exchange 2010
Deployment Flexibility Deploy Exchange in a Fashion That Best Fits Business Needs with Choice of Delivery On-Premises Hosted Service Co-Existence
Microsoft Exchange Roadmap Optimize for Software + Services Deliver e-mail archiving solution Better protect communications Manage inbox overload 2009 Microsoft hosted enterprise messaging solution Centralized, Web-based configuration and admin Financially backed service level agreements SP1 Public Folder access in Outlook Web Access Standby Continuous Replication (SCR) Additional Exchange ActiveSync Policies 2007 2008 Unified Messaging and more efficient collaboration Outlook experience from desktop to mobile Performance and scalability optimization 2006
MICROSOFT CONFIDENTIAL. Distribution Only to Partners Under Nondisclosure. Microsoft makes no warranties, express or implied. 2009 Microsoft Corporation. 2008 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.