3. Lesson 1: Introduction to Exchange Online
• What Is Office 365?
• Exchange Online Features
• Exchange Online User Subscriptions
• What Is Forefront Online Protection for Exchange?
• Exchange Online Deployment Scenarios
4. What Is Office 365?
Office 365 is a suite of five Microsoft products that are
available in an online version in the cloud
Use Exchange email, calendar, and contacts
with built-in functionality to help protect
against virus and spam
Use instant messaging, presence availability,
and PC-audio, video conferencing and screen-
sharing
Create SharePoint sites without the need to
set up a datacenter
Use Office Professional Plus 2010 client
applications
Create, view, edit, and share Microsoft Office
documents on the web
5. Exchange Online Features
Exchange Online provides the following messaging features:
• Migration and hybrid deployment
• Compliance and archiving
• Multiple management tools
• Enhanced web experience
• Advanced routing options
• Forefront Online Protection for Exchange
• Hosted voicemail with Unified Messaging
6. Exchange Online User Subscriptions
The available Exchange Online user subscriptions are:
• Exchange Online Kiosk for mailbox size up to 500 MB
• Exchange Online Plan 1 for 25 GB combined primary and
archive mailboxes
• Exchange Online Plan 2 for 25 GB primary mailbox plus
unlimited Personal Archives
Exchange Online Kiosk is the most basic user subscription and
includes only Outlook Web App or POP3 access to the mailbox
Exchange Online Plan 2 includes advanced features such as
legal hold and voicemail
7. What Is Forefront Online Protection for Exchange?
Forefront Online Protection for Exchange is an antivirus and
anti-spam service that is included with Exchange Online or
can be purchased separately
Core Product Description
Capability
Edge • Connection analysis (IP-based edge blocks)
• Reputation analysis
Antivirus • Protect businesses from receiving email
viruses and other malicious code
• Multiple scan engines and heuristic
detection
Anti-spam • Anti-spam filter can detect all types of spam
before it reaches the corporate network
Policy • Policy rules to regulate email for compliance
• Forced TLS option for encrypted messages
8. Exchange Online Deployment Scenarios
Choose the type of deployment that best fits your
business needs
On-Premises Cloud Service
Hybrid
Deployment
PC
WEB PHONE
Consistent User Experience
9. Lesson 2: Deploying Exchange Online
• Exchange Online Migration Options
• Migrating to Exchange Online
• Implementing a Hybrid Deployment
• What Is the Hybrid Configuration Wizard?
• Managing a Hybrid Deployment
• Exchange Online Management Tools
10. Exchange Online Migration Options
IMAP Migration • Supports wide range
Deployment
of email platforms
Migration
Cutover
Staged
IMAP migration
Hybrid
IMAP
• Email only (no
Migration
calendar, contacts,
or desks)
Exchange migration Exchange 5.5 X
Cutover • Good for fast, direct
Exchange migrations
Migration Exchange 2000 X
• No server required
on-premises
Staged • Allows staged Exchange 2003 X X X X
Coexistence withmigrations
Exchange Exchange
Migration Exchange 2007 X X X X
Coexistence
• No server required
on-premises
Rich coexistence Enables cross
Hybrid • with Exchange Exchange 2010 X X X X
Deployment premises free/busy
• Smooth move- Notes/Domino X
mailbox
• Automatic redirect of GroupWise/ X
Other
clients
11. Migrating to Exchange Online
To migrate to Exchange Online:
1 Connect directory and message routing to Exchange
Online
2 Migrate the mailboxes
3 Switch the DNS MX record so that it points to Exchange
Online
Finalize the migration and remove the old Mailbox
4
servers
12. Implementing a Hybrid Deployment
To connect Exchange On-Premises to Exchange Online:
1 Configure AD FS
• Provides centralized user management
• Provides single-sign-on and security policies
2 Implement Active Directory Synchronization
• Eliminates the need to manage users, groups
and contacts in two locations
• Provides a unified GAL
• Simplifies user provisioning
3 Run Hybrid Configuration Wizard
• Enables hybrid deployment features such as
mailbox-move, free-busy, MailTips, and so on
13. What Is the Hybrid Configuration Wizard?
Use the Hybrid Configuration Wizard to configure your on-premises
Exchange organization and Exchange Online for hybrid deployment
The Hybrid Configuration Wizard configures the following:
• Federated Delegation
• Enable MRS proxy
• Add <domain>.mail.onmicrosoft.com to
accepted domains
• Configure secure mail flow between premises
Allows you to enable/disable the following features:
• Free/busy sharing
• Mailbox moves
• Message tracking
• MailTips
• Online archiving
• OWA redirection
• Secure mail
14. Managing a Hybrid Deployment
A hybrid deployment is a complex configuration that needs
monitoring to make sure all components work correctly
Key areas to consider for a hybrid deployment:
• Make sure your Directory synchronization tool is reliably
running
• Manage your users, distribution lists and contacts from your
on-premises Exchange only
• Monitor message routing between on-premises and cloud
• Use monitoring software to monitor your Federated
Delegation
• Regularly run Microsoft Remote Connectivity Analyzer to
verify your configuration
• Monitor your middle-tier components
On-Premises
15. Exchange Online Management Tools
Microsoft Online Services Portal Exchange Control Panel
Exchange Management Console Exchange Management Shell
16. Lesson 3: Implementing Federated Delegation
• What Is Federated Delegation?
• Components Required for Federated Delegation
• How Federation Delegation Works for Exchange Online
• Configuring a Federation Trust
• Configuring Organizational Relationships and Sharing
Policies
17. What Is Federated Delegation?
Federated Delegation uses standard federation technologies to
establish trusted relationships between organizations
Federated Delegation:
• Requires Microsoft Federation Gateway as a trust broker
• Requires each organization to establish and
manage its trust
• Is supported for all messaging clients
18. Components Required for Federated Delegation
Federated Delegation requires:
• Federation trust with Microsoft Federation Gateway
• Organization identifier that identifies which domains are
available for federation
• Establishment of a organizational relationship with
another federated organization to enable sharing of
availability information.
• Sharing relationships that define the organizations with
which your users will share data, and the type of data they
can share
19. How Federation Delegation Works for
Exchange Online
Microsoft
Federation
Gateway
Contoso.com Exchange Online
3
Client Access
Client Access Server
Server 4
7
2 Domain 6
1 8 Controller 5 Domain
Controller
Mailbox
Server
20. Configuring a Federation Trust
Before configuring a federation trust:
• Obtain a trusted certificate
• Configure the authoritative domains
• Configure external DNS records
When configuring the federation trust:
• Ensure the server has Internet access
• Ensure that the server has the certificate installed
• Provide the certificate thumbprint
21. Configuring Organization Relationships and
Sharing Policies
Organization relationships determine the organizations you
want to share information with, and what types of
information you will share
Can be configured to allow free/busy, MailTips
and message tracking using delivery reports to
be shared between two organizations
Sharing policies define which users can share information
with other organizations, and what types of information those
users can share
Can be configured to allow calendar sharing
including or excluding free/busy and contacts
to be shared between users
22. Module Review and Takeaways
• Review Questions
• Common Issues and Troubleshooting Tips
• Tools
Explain the different components of Microsoft Office 365. Mention that you do not need to subscribe to all services. You can select the services your organization requires. Focus your discussionon Lync® Online, SharePoint® Online, Office Professional Plus, and Office Web Apps because Exchange Online is described in the next topic.Question: What Office 365 services would you use in your company? Why?Answer: The answers may vary, but common scenarios are:You are currently considering Exchange Online to remove local Exchange servers in small branch offices.You might want to consider SharePoint Online for project collaboration between different companies without the need to setup a SharePoint site in the perimeter network.ReferencesOffice 365 for Enterprise Service Descriptionshttp://go.microsoft.com/fwlink/?LinkId=207232Office 365 websitehttp://go.microsoft.com/fwlink/?LinkId=248384
Provide an overview of Exchange Online features available in Office 365. Mention that most of the Exchange Server 2010 features are available and some features such as the Exchange Control Panel management features are enhanced.Be sure to mention that Exchange Online:Supports only Microsoft Outlook® Web App, Outlook 2007 or newer, Entourage 2008 Exchange Web Services Edition, and Outlook 2011 for Mac.Does not support public folders and custom address lists.ReferenceExchange Online Data Sheethttp://go.microsoft.com/?linkid=9776008
Mention that the slide focuses on the Office 365 for Enterprise service plan. The Office 365 for small businesses service plan only provides the Exchange Online Kiosk level user subscription, making it the smallest service plan available for Office 365.ReferenceExchange Online and Office 365 Feature Comparisonhttp://go.microsoft.com/fwlink/?LinkId=251825
Describe the core capabilities available with Microsoft Forefront® Online Protection for Exchange. Note that Forefront Online Protection for Exchange is automatically included with an Exchange Online license. ReferencesForefront Online Protection for Exchange Overviewhttp://go.microsoft.com/fwlink/?LinkId=213770Forefront Online Protection for Exchange Datasheethttp://go.microsoft.com/fwlink/?LinkId=213771
Describe the available options: Exchange on-premises only, Hybrid Deployment,Exchange Online only. As time permits, you can start a discussionif students are already discussing this topic with their companies.
Describe the four migration options available for Exchange Online. Be sure to highlight the differences between them. Also mention that the best practice is to use hybrid with migration, which allows you to use the Exchange Management Console and Exchange Management Shell to migrate mailboxes.Question: Which Exchange Online migration option would be suitable for a larger organization with 2000 mailboxes?Answer: Generally, you would either use staged migration or hybrid deployment. The major difference between these methods is that hybrid deployment requires at least Exchange Server 2010 Service Pack 1 (SP1) on-premises. Hybrid deployment is the preferred option.
This slide outlines the high-level migration process. It does not focuson a specific messaging system but show what you need to consider. Tell the students that as the first step it is always important to import all existing email addresses and ensure that message routing works.After migrating the mailboxes, you must point the Domain Name System Mail Exchanger (DNS MX) record to Exchange Online so that mail will flow to Exchange Online.
These steps describe how to connect Exchange on-premises to Exchange Online.Mention that step 1is only required if you want to provide single-sign-on (SSO) and centralized user management. You can mention that for step 3, you can run the Hybrid Configuration Wizard or configure the settings manually. However, the recommended way should be to use the wizard.Note: This topic focuses on Exchange Online and not Office 365; otherwise, the licensing topic would require a couple of pages of content to describe all of the available options.Question: Suppose you want to connect your Exchange Server organization to Exchange Online. What options would you configure and why?Answer: The answers will vary according to your organization size or situation, but as a best practice we recommend implementing Active Directory® Federated Services (AD FS), Directory Synchronization, and Federated Delegation together. If you, for example, do not implement AD FS, your users will need a second login credential to log on to their Exchange Online mailboxes.
This topic is about the Hybrid Configuration Wizard available with Exchange Server 2010 Service Pack 2 (SP2). You should address that the purpose of this wizard is to ease the process to configure a hybrid deployment.Question: Is it required to use the Hybrid Configuration Wizard if you want to configure a hybrid deployment?Answer: No, it’s not a requirement. It’s recommended to use the Hybrid Configuration Wizard if you want to configure your on-premises Exchange to be a hybrid deployment, but you can also manually perform the steps that the wizard performs automatically.
This slide is about managing and monitoring a hybrid deployment to make sure it works correctly. You should mention that a hybrid deployment includes many potentialpoints of failure such as the network, Internet. You need to make sure that all factors are considered in order to manage a hybrid deployment in the right way.Go through all the key areas you should consider in a hybrid deployment. Discuss their relevance and why they are important. Also discuss how you can monitor each area to prevent issues with it.Reference Microsoft Remote Connectivity Analyzerhttp://go.microsoft.com/fwlink/?LinkId=248382
Explain that there are many ways to administer Exchange Online. Exchange Online provides a fourth management tool—the Microsoft Online Services portal—that is not available with Exchange on-premises. Review the advantages and disadvantages of using the different tools.ReferenceReference to Available PowerShell Cmdlets in Exchange Onlinehttp://go.microsoft.com/fwlink/?LinkId=213772