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Microsoft Exchange Server 2007 SP1Proof of Concept in a Box
Agenda
Goals and Overview
Execution Process •Phase 1: Partner Sets up the POC
Environment
•Phase 2: Customer Evaluates the Scenarios
•Phase 3: Partner Responds to the Customer
Summary
Q&A
Driving Successful Customer EngagementsExchange upgrade sales resources
Technical Technical Decision Decision MakerMaker
Business Business Decision Decision MakerMaker
Messaging Messaging SpecialistsSpecialists
Hosted Hosted TrialTrial
Hosted Hosted TrialTrial
On-Site On-Site POCPOC
On-Site On-Site POCPOCBV Tool BV Tool BV Tool BV Tool DemosDemosDemosDemos
Scenario-Based Scenario-Based Value Propositions Value Propositions
and Resourcesand Resources
Scenario-Based Scenario-Based Value Propositions Value Propositions
and Resourcesand Resources
Project Goals
What we are hearing: What we are hearing:
•Show & Tell, POCs are the two Show & Tell, POCs are the two most effective ways to most effective ways to accelerate opportunity accelerate opportunity
•Continued feedback that “real Continued feedback that “real value propositions” are needed value propositions” are needed to drive upgradeto drive upgrade
•Many customers have just Many customers have just finished Exchange Server finished Exchange Server 2003* deployments 2003* deployments
Project goals: Project goals:
•Help our partners and field Help our partners and field representatives to accelerate representatives to accelerate sales opportunities by sales opportunities by delivering easy-to-use Proof of delivering easy-to-use Proof of Concept toolkit Concept toolkit
•Deliver the POC in a Box to Deliver the POC in a Box to support end-to-end execution support end-to-end execution of Exchange upgrade campaign of Exchange upgrade campaign by focusing on key scenariosby focusing on key scenarios
Note: Exchange 2003 mainstream support end of life coming in April 2009
Overview
Scenario based modules •Mobility and Anywhere Access
•Security
•Compliance and Governance
•Unified Messaging
•Office Communications Server 2007 R2 Integration (IM/Presence and Conferencing)
What’s included • Pre-configured VHD’s and Implementation Guide
• Customer Evaluation Guidance Documents
• Evaluation Completion Response Documents
• Architecture and Transition Recommendations Documents
Execution ProcessFie
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Transpose the customer
responses into the Evaluation
Completion Response
Document and add a response
where appropriate
Complete Architecture and
Transition Recommendations Document and
Submit with Evaluation Completion Response
Document to Customer
Select Appropriate Customer for
POC and explore scenarios of customer’s interests
Deploy POC in customer
environment using POC
Implementation Guidance
Approximately three to five weeks to complete
Evaluates and answer
questions following the Customer Evaluation Guidance
Return the completed Customer Evaluation Guidance to the Partner \Field Team
Approximately two weeks to complete
Approximately two weeks to complete
11stst WeekWeek
22ndnd Week Week 33rdrd WeekWeek
44thth WeekWeek
55thth WeekWeek
Phase 1
Phase 2
Phase 3
Phase 1: Setting up the POC Environment
Phase 1 Steps
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Customer Customer prepares prepares the the hardwarehardware
22
Install the Install the POC following POC following ImplementatiImplementation Guideon Guide
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Discuss Discuss integration integration into into customer customer environmentenvironment
Step 1: Customer Prepares the Hardware
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Hardware
What the Customer Needs
One to four servers One to four servers that meet that meet configurations on configurations on next slidenext slide
• Windows Server Windows Server 2008 Enterprise2008 Enterprise
• Hyper-VHyper-V
• Both can be Both can be downloaded from downloaded from http://www.microsoft.com/virtualization/downloads.mspx
• Ability to make Ability to make necessary internal necessary internal and external DNS and external DNS modificationsmodifications
• Minimum of two Minimum of two network network connectionsconnections
• One on internal One on internal network and one on network and one on external networkexternal network
Software Network
POC Host Server Configurations# Host
Servers
Processor RAM Available Hard Drive Space
NIC
1 Intel Pentium or compatible dual core 2GHz(Dual Processor Recommended)
12 GB 140GB Minimum of Two NICs. 3 NICs recommended
2 Intel Pentium or compatible dual core 2GHz(Dual Processor Recommended)
8 GB per Server*POCEX01 and POCOCS01 on separate servers
70GB per Server
Two NICs per Server
3 Intel Pentium or compatible dual core 2GHz
6GB per Server
70GB on one server, 40GB on each of others
Two NICs per Server
4 Intel Pentium or compatible dual core 2GHz
•POCEX01 and POCOCS01 on 6GB servers•Others on 4GB servers
40GB per Server
Two NICs per Server
Logical POC Architecture
DMZDMZ Corporate IntranetCorporate Intranet
POCEX02Exchange 2007
Edge Server
POCDC01Active Directory
Rights Management Server
POCEX01Exchange 2007 Client Access,
MailboxHub Transport, UM
POCOCS1Office
Communications Server 2007 R2
Internet
Firewall Firewall
POC
Production Production Directory ServerDirectory Server
Other Production Other Production ServersServers
Production Mail Production Mail ServerServer
Production Production Directory Directory
ServerServerOther Production Other Production ServersServers
**Architecture for **Architecture for POC Deployment POC Deployment
Only**Only**
Step 2: Install the POCImplementation GuideTime to Complete: Approximately 1-2 Days
• Step by step process to Step by step process to configure server in configure server in customer environmentcustomer environment
• Step by step process for Step by step process for configuring customer configuring customer environment to interact environment to interact with POC systemwith POC system
• Additional steps for Additional steps for configuring all configuring all necessary items necessary items required for features required for features testingtesting
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POC Virtual Machine ConfigurationsGuest
ServerGuest OS Server Roles Processo
rRAM Hard
DriveVirtual NIC
Timebomb Expiration
POCDC01 Windows Server 2003 R2 Standard 64-bit
Active DirectoryRMS
2.8GHz Pentium D (Dual Core)
2GB 30 GB Dynamic Hard Disk
One NIC
5/31/2010
POCEX01 Windows Server 2003 R2 Standard 64-bit
Hub TransportMailboxClient AccessUnified MessagingForefront Security for Exchange
2.8GHz Pentium D (Dual Core)
4GB 30 GB Dynamic Hard Disk
One NIC
5/31/2010
POCEX02 Windows Server 2003 R2 Standard 64-bit
Edge Transport Forefront Security for Exchange
2.8GHz Pentium D (Dual Core)
2GB 30 GB Dynamic Hard Disk
Dual NICs
5/31/2010
POCOCS01 Windows Server 2003 R2 Standard 64-bit
Office Communications Server 2007 R2 Enterprise
2.8GHz Pentium D (Dual Core)
4GB 30 GB Dynamic Hard Disk
One NIC
5/31/2010
POC Client Software
60 day trial version 60 day trial version of of Microsoft Office Microsoft Office 2007 Professional 2007 Professional is available on is available on http://www.microsoft.com/office
60 day trial version 60 day trial version of of Microsoft Office Microsoft Office Communicator Communicator 2007 R2 2007 R2 is is available on available on http://
www.microsoft.com/downloads/details.aspx?familyid=535637AF-D92F-41B1-BF0C-54A526A88247&displaylang=en
Installers for the Installers for the Microsoft Office Microsoft Office Live Meeting 2007 Live Meeting 2007 ClientClient and the and the Conferencing Add-Conferencing Add-in for Microsoft in for Microsoft Office OutlookOffice Outlook are are included on included on DVD1DVD1
Step 3: Discuss Integration into Customer Environment
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• Discuss Discuss Sample Sample AccountsAccounts
• Fifteen (15) Fifteen (15) sample accountssample accounts
• Pre-created for all Pre-created for all servicesservices
• Pre-populated with Pre-populated with email and email and voicemailvoicemail
• Customer can Customer can use sample use sample accounts or accounts or create their own create their own for truer “Day in for truer “Day in the Life” the Life” experienceexperience
Mail flow is Mail flow is enabled enabled between between environments environments using mail using mail contacts and contacts and DNS recordsDNS records
End-user mail End-user mail will exist on will exist on production and production and POC POC environmentsenvironments
No PBX No PBX integration integration necessarynecessary
Phase 2: Customer evaluates the Scenarios
Phase 2 Steps
11
Partner Partner Prepares Prepares DocumentsDocuments
22
Customer Customer Evaluates Evaluates ScenariosScenarios
Step 1: Partner Prepares Documents
• Provide only appropriate scenario items to the customer
• Discuss the importance of the responses in the documents
• Discuss the length of the document
• They really do not take as long as they look!
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Step 2: Customer Evaluates the ScenariosEvaluation GuideTime to Complete: Approximately 3-5 Weeks
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Phase 3: Responding to Your Customers
Phase 3 Steps
11
Transpose the Transpose the customer customer feedback into feedback into the Evaluation the Evaluation Completion Completion Responses Responses DocumentDocument
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Architect the Architect the SolutionSolution 33
Deliver the Deliver the documents documents to the clientto the client
Step 1: Transpose the Customer Feedback
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Copy the customer Copy the customer responses from the responses from the Customer Evaluation Customer Evaluation Guidance documents Guidance documents into the into the corresponding corresponding Customer Evaluation Customer Evaluation Completion Completion Responses Responses DocumentDocument
• Add a response to Add a response to all customer all customer feedbackfeedback
• Responses may Responses may include things likeinclude things like• Third party solution Third party solution
to enable capabilityto enable capability
• No solution for any No solution for any product for product for capabilitycapability
• May be an issue May be an issue with way it was with way it was testedtested
• We are pleased you We are pleased you liked the featureliked the feature
• EtcEtc
This step is optional. This step is optional. Many customers Many customers prefer an in person prefer an in person meeting to address meeting to address their feedback.their feedback.
22 3311
Customer Evaluation Completion Responses Sample PageTime to Complete: Approximately 3-5 Days
Step 2: Architect the Solution• Select the appropriate Architecture and
Transition Recommendations documents
• All customers should receive the Base Exchange 2007 SP1 Architecture and Transition Recommendations
• Select from Anywhere Access, Security, Governance and Compliance, Unified Messaging, OCS Integration
• Follow the provided coaching notes to complete the documents
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Architecture and Transition RecommendationsSample PageTime to Complete: Approximately 1-2 Weeks
Step 3: Deliver the Documents• Remove the coaching notes from the
Architecture and Transition Recommendations documents• Run provided macro to remove all notes with
single click
• Meet with the client to hand off the documents in person• Look at the scenario based content in the UC
FastStart Guides to assist with the follow on conversations
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What we have heard
• Customer reactions
• Customers really appreciated the hands-on evaluation more than high-level demos
• The POC helped the customers over the initial learning curve for both products
• Customers became much more confident about using the products
• This is a tested model for delivering a POC
Next Steps
• Start thinking about which of your accounts would be a good fit for this solution
• Use the POC in your customer engagements
• Deploy the POC internally to test the process
• Allow more customer experience testing with UC Hosted Trial.
FAQs• What is the impact to the customer’s production network?
• Every effort has been made to minimize the impact. The changes to the production network are limited primarily to a few DNS entries and contact additions in the messaging server
• Do we have to install a gateway to integrate with the client’s PBX?
• No. All functionality for testing UM will be handled using the OCS virtual machine and communicator
• Can we use older version of client software instead?
• Yes, the end user experience will be somewhat different but Outlook 2002 or later can be used to connect to Exchange Server 2007 and Office Communicator 2007 can be used to connect to Office Communications Server 2007 R2. That being said, we strongly recommend that the new version of client software be used to fully test these scenarios
• How do I remove the POC from the customer environment?
• Simply shut down the four virtual machines and roll back the DNS modifications and contact entries
• Why is this better than the hosted product trials?
• This is a turn-key solution that allows the customers to experience what a “Day in the Life” of an Exchange 2007 administrator and user is really like. The simplified deployments and detailed content that accompanies the machines truly helps ensure a successful POC delivery and minimize risk to the POC, the customer, and our partners
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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.
