Exchange 2007 and Office 2007:

Better Together

Agenda

Outlook 2007 and Exchange 2007 Powerful Access to Information Intelligent and Automated Sophisticated yet Simple

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

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.”

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

Scheduling Assistant

Scheduling Assistant

MeetingAttendees

Rooms

Days,Best

Shown in White

Times,Best Shownin White and

at Top

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

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

Unified Messaging

UI shows relevant user Actions

based on message type

Ability to add and save text notes

with voice messages

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?”

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

Auto Account Setup with Autodiscover

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

Improved Out of Office

Automatically managed Automate meeting accepts and declines Custom response message per resource Provide conflict information for declined meetings

Resource Calendars

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

Resource Management

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

Automated 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

Meeting Request Handling

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

Performance

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.”

Outlook E-mail Postmark: Outlook postmarks email and Exchange checks these tokens and assess mail’s legitimacy

Multi-pronged anti-spam solution Phishing warnings

Security

Managed E-Mail FoldersUsers organize their e-mail in folders created by their companyE-mail in these folders gain the retention, archive, and

expiration policies associated with the folderAfter 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

Compliance

Managed E-Mail Folders

PropertiesOf Current

Folder

Various Managed E-Mail

Folders

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

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

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

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

E-Mail Archiving

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

Appendix

Provides hierarchical view into organizational structure

Makes it easy to find job roles

Hierarchical Address Book

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

Availability Web Service: Uses

Availability Web Service: Deployment

Deployed with E2007 Client Access role Discovered by Outlook through Auto

Account Setup Outlook 2003 and previous still use

Public Folders for free/busy

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

Granular Message Journaling

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

Journal Rules

Demo Screen Shot

Demo Screen Shot

Journal Envelope

Detailed recipient addressing!

Bcc DL-expansionForwarded mailboxes

Demo Screen Shot - Archive

SharePoint as an Archive

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

Complete Records Management

SharePoint Records Management

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

Collaboration

Intersection

Top Public Folder scenariosimplemented by customers today

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%

Building and Migrating to SharePoint

Know what is in your current environment

Understand lifecycle of Public Folder content

Examples of migration and discovery tools

NetIQ Quest Tzunami

Migration

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

Message Records Management

Table

Features E2007 OWA

Scheduling Assistant

Outlook 2007 Outlook 2003

Schedulable OOF

Internal / External OOF

Autoconnect

SharePoint access without VPN

Signing and encrypting of email

Yes No Yes

Yes

Yes

Yes

Yes

Partial. Allows caching of documents

No

No

No

No

No

Yes

Yes

Yes

Yes

Yes

Features E2007 OWA

Understands UM types

Outlook 2007 Outlook 2003

Add note to voicemail

Advanced Searching

Capabilities

Official File Folder

Managed E-Mail Folders

Yes No Yes

Yes

Yes

Yes

No

Partial. Less advanced in cached mode

Partial. Folder will appear but without

information

Yes

Yes

Yes

Yes

Yes No

Table

Features E2007 OWA

Partial Item Download

Outlook 2007 Outlook 2003

Asynchronous RPC

Yes No N/A

Yes No N/A

Table