Exchange 2007 and Office 2007: Better Together

1. Exchange 2007 and Office 2007:Better Together

2. Agenda • Outlook 2007 and Exchange 2007 • Powerful Access to Information • Intelligent and Automated • Sophisticated yet Simple • Windows SharePoint Services™ “v.3” and Exchange 2007

3. Outlook 2007 and Exchange 2007:Powerful Access to Information “Too much of my time is spent in unproductive activities. I want my information presented to me in a way that is useful, and doesn’t waste my time.”

4. Scheduling Assistant • Automatically recommends best days and times for a meeting • Simple color-coded interface • Rooms are easier to schedule and search through the resource picker • Set your working hours • Have full control over your schedule by setting your working hours: will only be scheduled for meetings within your working hours

5. Scheduling Assistant Meeting Attendees Days,BestShown in White Rooms Times, Best Shown in White andat Top

6. Calendar Sharing Policies • E2003: Two levels • Share free/busy information with everyone • Share entire calendar (with body/attachments) with specific people • E2007: Granular security • Deny all users access • Share time and free busy status only • Show time, subject, location, free/busy status • Show Full Details

7. Search • Outlook in online mode: • Exchange 2007 content indexer is 35x faster than Exchange 2003/2000 • Indexes/searches message bodies and attachments • Uses any filter installed in Windows • Can install new filters later • New messages indexed in under a minute • Small storage tax (5% of • message size) • for search indexes • Outlook in Cached Exchange Mode: • New, integrated Instant Search in Outlook • Uses Windows Vista search indexer

8. Unified Messaging Ability to add and save text notes with voice messages UI shows relevant user Actions based on message type

9. Outlook 2007 and Exchange 2007:Intelligent and Automated “There are many things I must manage today byhand. Why can’t the system do this for me?”

10. Auto Account Setup with Autodiscover • Only need to know email address and password • Exchange and Outlook then automatically connect and setup profile • Mailbox moves and backend failovers transparent to end user, even cross-forest

11. Improved Out of Office • Set Out Of Office start time and end time • Set ahead of time and forget about it • Unique internal and external OOF messages • Set specific messages for internal co-workers • External message can be limited to just the user’s contacts • Rich HTML Out of Office Assistant messages

12. Resource Calendars • Automatically managed • Automate meeting accepts and declines • Custom response message per resource • Provide conflict information for declined meetings

13. Resource Management • Set up policies once • Limit who can book via booking roles • Enforce maximum meeting duration • Allow conflicts for recurring meetings • Schedule only during working hours (set by Outlook 2007/ OWA) • Forward out-of-policy requests to delegates for approval

14. Automated Meeting Request Handling • Server processes meetings intelligently • Auto-update existing meetings with new information to reduce redundant meeting notices • Mark out-of-date meeting updates so they can not be accepted, reducing clutter and errors • Reduces Errors from schedule updates

15. Meeting Request Handling • Benefits for other access methods: • Exchange Calendaring Assistant • Server-side logic for meeting handling • Consist between Outlook 2007, OWA, Outlook Mobile to ensure all meeting properties are properly set • Does not require Outlook to be online • Calendar accurate even if user isn’t accepting everything • OWA and UM users see (or hear!) latest appointment information

16. Performance • Partial Item Synchronization • Flagging a message won’t cause it to be completely re-downloaded • Changes for properties, body, attachments tracked and synchronized separately • Cached Mode improvements • Can cache folders of other users • Delegates can manage e-mail and schedules while offline

17. Outlook 2007 and Exchange 2007:Sophisticated yet Simple “At the end of the day, I need to just have things work, and workwell. I need the system to comply to the requirements of myorganization and still run effectively.”

18. Security • Outlook E-mail Postmark: Outlook postmarks email and Exchange checks these tokens and assess mail’s legitimacy • Multi-pronged anti-spam solution • Phishing warnings

19. Compliance • Managed E-Mail Folders • Users organize their e-mail in folders created by their company • E-mail in these folders gain the retention, archive, and expiration policies associated with the folder • After a set period of time messages can be automatically deleted or journaled (for example to SharePoint) • Cross-Mailbox Search: Administrator can search across mailboxes to identify compliance violations

20. Managed E-Mail Folders Properties Of Current Folder Various Managed E-Mail Folders

21. Massage Classification • Messages can have special classifications (ex. “Do Not Forward”, “Attorney-Client Privileged”) • Administrators define classifications in Exchange • Classifications pushed to Outlook via SMS • Users can associate classifications with a mail • Transport rules to create or sort based on classification

22. Windows SharePoint Services™ “v.3” and Exchange 2007

23. Remote Document Access • Mobile device and OWA access to SharePoint • Uses E2007 Client Access server • Same approach as with UNC shares • With OWA, SharePoint sites rendered and navigable

24. E-Mail Archiving • Managed E-Mail folders rules to archive to SharePoint • Can be accessed from OWA or Outlook • Provides alternative to PSTs with greater access • Can be a piece of a retention scheme

25. © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

26. Appendix

27. Hierarchical Address Book • Provides hierarchical view into organizational structure • Makes it easy to find job roles

28. Availability Web Service: Uses • Used by Scheduling Assistant: • Retrieve live free/busy information for E2007 mailboxes • Retrieve live free/busy from other E2007 forests • Retrieve published free/busy from Public Folders • View attendee working hours • Show meeting time suggestions

29. Availability Web Service: Deployment • Deployed with E2007 Client Access role • Discovered by Outlook through Auto Account Setup • Outlook 2003 and previous still usePublic Folders for free/busy

30. Granular Message Journaling • Messages in transit are journaled • Per user • Per distribution list • Global / per organization • Per database • Target is any SMTP address • Legal Retention • Inspection by compliance officer

31. Journal Rules • Similar to Outlook rules, executing on messages in transport and managed by the administrator • Uses familiar Conditions / Actions / Exceptions rule creation wizard • Conditions and Exceptions for rule execution based on message properties and/or recipient attributes (i.e. DL membership) • Actions can manipulate message routing and/or contents

32. Demo Screen Shot

33. Demo Screen Shot

34. Journal Envelope Detailed recipient addressing! Bcc DL-expansion Forwarded mailboxes

35. Demo Screen Shot - Archive

36. SharePoint as an Archive

37. Complete Records Management • Retention policies in SharePoint • Applied to archived messages • Applied to journaling to comply with corporate or government regulations • Ease of discovery with common MS Search platform • Search across multiple mailboxes • Results can be sent to SMTP address • Access of search results can be limited

38. SharePoint Records Management

39. Collaboration • SharePoint Assets • Web UI • Office Integration • Rich storage • Extensibility • ASP.Net integration • Self-provisioned & managed • Public Folder Assets • Managed within Exchange • Robust replication and proven scalability

40. Sharing documents Sharing Contacts Sharing Calendar information Discussion folders Archiving distribution list Archived e-mail Document routing and workflow Journaled e-mail Sharing tasks Custom line of business applications0 60% 45% 40% 30% 40% ? 15% ? 20% 10% Intersection Building and Migrating to SharePoint Top Public Folder scenarios implemented by customers today

41. Migration • Know what is in your current environment • Understand lifecycle of Public Folder content • Examples of migration and discovery tools • NetIQ • Quest • Tzunami

42. Message Records Management • Managed folders • User categorization of messages in their mailbox • Managed folder policies • Messages routed to folders • Configurable per message type (voicemail, calendar, etc…) • Actions taken on messages • Message Retention • Deletion • Journal and archive • Summary reports show how users are complying with company policy

43. Table Features E2007 OWA Outlook 2007 Outlook 2003 Yes Scheduling Assistant Yes No Yes Schedulable OOF No Yes No Internal / External OOF Yes Yes No Yes Autoconnect Yes SharePoint access without VPN Partial. Allows caching of documents No Yes Signing and encrypting of email Yes Yes No

44. Table Features E2007 OWA Outlook 2007 Outlook 2003 Yes Understands UM types Yes No Yes Add note to voicemail No Yes Partial. Less advanced in cached mode Advanced Searching Capabilities Yes Yes Yes Official File Folder No Yes Partial. Folder will appear but without information Managed E-Mail Folders Yes Yes

45. Table Features E2007 OWA Outlook 2007 Outlook 2003 Yes Partial Item Download N/A No N/A Asynchronous RPC No Yes