Today’s Microsoft Unified

Communications

Quick Facts

About Us

• 23nd Year

• Grand Rapids & Royal Oak

• 30 Staff

Approach

• Vendor Independent

• Non-reseller

• Professional Services Only

Partnerships

• Microsoft Gold

• VMware Enterprise

• Citrix Silver

• Cisco Premier

• Novell Gold

Microsoft Gold Partner

Competencies

• Four Gold

• Eight Silver

Successes

• Customer

Excellence Award

• Virtual Technical

Specialist (VTSP)

• Managed Partner

• Numerous

Partner Awards

Pinpoint

• Microsoft’s official partner directory

• 5-star rating

Expertise

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Eric Inch Lead Consultant

Unified Communications

& Infrastructure

CISSP, MCITP, MCTS, CCA, CCNA

EricI@cdh.com

Your Presenter

Agenda

• Technologies

– Exchange Server 2013

– Lync Server 2013

– Office 365

• Better Together

• Hybrid

Unified communications

• Exchange Server – Email, Calendaring, Voicemail, Fax

• Lync Server – Instant messaging, Presence,

Conferencing,

Telephony

• Office 365

Exchange Server 2013

• Architecture

– Server roles

• Site mailboxes and Public Folders

• Security

• OWA enhancements

Architecture

• Roles – Exchange 2007/2010 – Client Access, Hub

Transport, Mailbox, Unified Messaging, Edge Transport

– Exchange 2013 – Client Access, Mailbox • Hub transport and Unified Messaging roles split

between two roles

• Exchange Administrative Center

• Public Folders

• Site Mailbox

Requirements

• Co-existence scenarios

– Exchange 2007 and Exchange 2010

• AD functional requirements

– Forest and domain at Server 2003 native or higher

• Operating System

– Server 2008 R2 w/ SP1 or Server 2012

• Supported clients

– Outlook 2007 w/ SP3 and Nov 2012 CU

– Outlook 2010 w/ SP1 and Nov 2012 CU

– Outlook 2013

– Outlook 2011 for Mac

– Entourage 2008 for Mac, Web Services Edition

Virtualization

• All Exchange 2013 server roles are supported in a virtual machine.

– DAG members included

– Can’t save and restore state on disk when moved or taken offline.

– All failover activity occurring at the hypervisor level must result in a cold boot

when the virtual machine is activated on the target node.

• Live migration of virtual machines is supported.

• Only management software (for example, antivirus software, backup

software, or virtual machine management software) can be deployed on

host.

• Virtual machine snapshots NOT supported.

• Virtual processor-to-logical processor ratio no greater than 2:1

– Microsoft recommends a ratio of 1:1.

Architecture - Roles

• Client Access Server – CAS array

– Authentication, Redirection and Proxy

– No data rendering

– No more RPC – All client connections RPC/HTTP

– AD site for CAS and MBX

• Mailbox Server – Database Availability

– Data rendering

Client Access

• A client resolves the namespace to a load balanced virtual IP address.

• The load balancer assigns the session to a CAS member in the load balanced pool.

• CAS authenticates the request and performs a service discovery by accessing Active Directory for: – Mailbox version

– Mailbox location information

• CAS makes a decision on whether to proxy the request or redirect the request to another CAS

• CAS queries Active Manager responsible for the database to determine server hosting active copy.

• CAS proxies the request to the Mailbox server hosting the active copy.

Managed Availability

• Built-in monitoring and recovery

actions

• Internal process that runs on

EVERY Exchange Server 2013

server

• Two Processes

– Exchange Health Manager

Service & Exchange Health

Manager Worker

• Probe engine measures and

collects Data

• Monitor runs collected data against

business logic to determine health

• Responder take recovery actions

• Active Manager uses information

Resiliency

• Automatic Datacenter

switchover

– Independent site for

witness

– Location isolated from

network

failures affecting DAG

members

• Single global namespace

– Multiple IP addresses

• Separation of Client Access

and

Mailbox

– Any CAS will proxy to

any Mailbox

server hosting active

copy

Exchange Administrative Center

• No more Exchange Management Console

(EMC)

• Web based Admin Center

– Owa.domain.com/ecp

– Support for IE8/9/10, FireFox 13+, Safari 5+,

and Chrome 20+

• Contextual help links

• Notifications

• Hybrid navigation

Architecture – Public Folders

• Special Mailbox

– Stores Public Folder Hierarchy and Content

• Database Availability Groups

– Public folders take advantage of continuous

replication

• Migration

– Export-PublicFolderStatistics.ps1,

PublicFoldertoMailboxMapGenerator.ps1

– New-PublicFolderMigrationRequest

Architecture – Site Mailbox

• Emails and Documents

presented together

– Accessed from either

Outlook or SharePoint

• Filing emails and document

from Outlook 2013

• SharePoint permissions

• eDiscovery search scope

• Lifecycle policy

• Open in Web Browser

Security

• Native virus and spam protection

• Policy enforcement

• Active Directory Rights Management

• Discovery and Retention

Security – Virus & Spam

• Malware detection native

• Notify internal or external senders,

Administrator

• Customize notifications

• Consider Exchange Online Protection

Security – Data Loss Prevention

• Sets of conditions to filter email – rules, actions, exceptions

– keyword matches, regular expression evaluation, dictionary search

• Policy Templates – PCI DSS, HIPAA, SSN

Confidentiality, US Patriot Act

• AD RMS template

• Policy Tips – Notify sender with a Policy Tip

If the message...Is sent to 'Outside the

organization‘ and The message contains

these sensitive information types: 'U.S.

Social Security Number (SSN)' or 'Drug

Enforcement Agency (DEA) Number'

Do the following...Set audit severity

level to 'High‘ and Notify the sender that

the message can't be sent, but allow the

sender to override and provide

justification. Include the explanation

'Unable to deliver your message. You

can override this policy by adding the

word 'override' to the subject line.' with

status code '5.7.1‘

Policy group membership HIPAA

Policy

Rule mode Enforce

Security - Discovery

• Unified Search

– Mailbox and Archive. In-Place eDiscovery

• FAST Search

– Windows Search replaced with Microsoft

Search Foundation

– Improved indexing and Querying performance

• In-Place eDiscovery & Hold Wizard

• eDiscovery Search Center with SharePoint

2013

Mobile Experience

• Windows 8 UI

• Mobile device form factors

• Full desktop – 3 Column

• Tablet – 2 Column. ?layout=twide

• Mobile Phone – Single Column.

?Layout=tnarrow

• Offline support

• Outlook Apps

• Calendar Views

• Contact information

Exchange Demo

Lync Server

• Instant messaging – Internal, federated, public IM

• Presence – Real time access to user status

• Conferencing – IM conferencing, audio conferencing, web

conferencing, video conferencing, and application sharing

• Telephony – Voice over IP (VoIP)

Lync Server 2013

• SQL

• Simul-ring, delegates, voice mail escape

• Conferencing Enhancements

• Archiving Changes

• Persistent chat

• Enhanced VDI support

• Hybrid

Architecture

• Roles

• High Availability

• Site Resiliency

– Pool Pairing

• Persistent Chat

• Archiving / Monitoring

• Hybrid

Roles

• Enterprise or Standard Edition

• SQL Server (2008 R2 or 2012)

– Mirroring for back-end availability

• Edge server

• Mediation server

• Director

• Persistent Chat

• Office Web Apps

• No more

– AV conferencing pools

– Monitoring or archiving servers

Server Requirements

• Operating System

– Server 2008 R2 w/ SP1 or Server 2012

Recommended

CPU EEs, SE, SQL

Edge, Mediation, Director

64-bit dual processor, hex-core, 2.26 gigahertz (GHz) or higher

64-bit dual processor, quad-core, 2.0 gigahertz (GHz) or higher

Memory EEs, SE, SQL

Edge, Mediation, Director

32 gigabytes (GB)

16 gigabytes (GB)

Disk

EEs, SE, SQL

Edge, Mediation, Director

8 or more 10,000 RPM hard disk drives – 2 RAID 1, 6 RAID 10

Solid state drives

4 or more 10,000 RPM hard disk

Solid state drives

Network EEs, SE, SQL

Edge, Mediation, Director

1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)

1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)

Pool Pairing

• No distance restriction – High speed

connectivity recommended

• Enterprise to Enterprise, Standard to

Standard

• Physical to Physical, Virtual to Virtual

• SQL Mirroring

• Capacity Planning

• RTO – 30 minutes, RPO – 30 minutes

Persistent Chat

• Topology Builder / Lync Control Panel

– Role added to topology like any other role

– Management included in Control Panel

• Integrated with Lync client

• 20,000 users per server, 80,000 per pool

• Rooms

– Privacy - Open, Closed, Secret

– Mode – Normal or Auditorium

Archiving

• Archiving now co-located on front-end

• Exchange Server 2013 integration

– Archive stored with mailbox

– Litigation hold, discovery search

• SQL Store Mirroring

• Whiteboards and Polls

• Not archived – Peer-to-Peer file, AV for

Peer-to-Peer, App Sharing Peer-to-Peer

• Persistent chat archived to SQL

Clients

• Lync mobile clients – Full Audio, Video, Application sharing

• Federation with external Parties – XMPP native on Front-End

• Skype Integration – Video interoperability within 18 months

• Google Talk

• Enhanced VDI support – Media redirection architecture

– VDI plugin

– Limitations – No multi-view video, recordings

THE NEW LYNC WORKS ACROSS PLATFORMS & DEVICES

Browser

Tablet

Smartphone

Mac

PC

Microsoft Academy Live -

January 2013: Do Not

Distribute

Presence

and IM

Windows 8

& Windows RT

Windows

Phone Android iPhone iPad

Lync and

Lync online

connectivity

New UI, photo,

status,

presence

View Lync

contact list

View contact

card

IM, multiparty

conversations

Distribution

list expansion

Lync

Meetings

Windows 8

& Windows RT

Windows

PhoneAndroid iPhone iPad

Join Lync

Meetings with

a single touch

Voice and Video

over IP (3g/4g &

WiFi)

Simultaneous

Multi-Party

Video

View shared

Lync Meeting

content

Enterprise

voice

Windows 8

& Windows RT

Windows

PhoneAndroid iPhone iPad

Single-number

reach

Voice and Video

over IP (3g/4g &

WiFi)

Call-via-work

Lync Web App

• Cross-browser HTML

and JavaScript

• No Microsoft Silverlight

• Windows and Mac

• Full presentation

capabilities

• Audio/Video sharing

• No more Attendee

Conferencing

• Room Systems

• Gallery View – Multiple video streams up

to five participants

– HD Video up to 1080P in multiparty conferences

• Presenter Only Video Mode / Video Spotlight

• Dial-out Conferencing without EV

• Video Preview

• OneNote

One Note Integration

• OneNote share

• accessible directly from

a Lync Meeting

Enterprise Voice

• Simul-ring, delegates, voice mail escape

• Calling party normalization – Manipulation of E.164 to extensions

– Caller ID

• Voicemail Escape – Determine if call answered by mobile and

disconnects mobile voicemail

• M+N

• Location based routing

• Voice Policy for Simul-Ring Routing

Unified Contact Store

• Lync contact lists in Exchange Mailbox

• Shared contact experience – OWA,

Outlook, Lync, Mobile, custom API

• Provisioning users with default contacts

• EWS used for Exchange connectivity

Lync DEMO

Office 365

• Exchange Online

• Lync Online

• SharePoint Online

• Office Web Apps

• SkyDrive

Versions

MidSize E1 E3 E4

# Users 300 Unlimited Unlimited Unlimited

Office Web Apps X X X X

IM/Presence X X X X

Web Conferencing X X X X

Public Web X X X X

Spam/Malware X X X X

AD Integration X X X X

Site Mailboxes X X X X

Advanced Email X X

eDiscovery X X

Hosted UM X X

Business Intelligence X X

Lync Server On-prem X

Pricing (user/month) $15 $8 $20 $22

Exchange Online

• 25 GB mailbox

• Resource and shared mailboxes

• Deleted item/mbx recovery

– 14 days / 30 days

• Exchange Online Protection

– Hosted mail hygiene

• Outlook Anywhere, ActiveSync, Outlook Web

Access

• Blackberry Internet Service

• Rich Co-existence

Exchange Hybrid

• Secure mail routing between on-premises and Exchange Online

organizations.

• Mail routing with a shared domain namespace.

• A unified global address list (GAL), also called a “shared address book.”

• Free/busy and calendar sharing between on-premises and Exchange

Online organizations.

• Centralized control of inbound and outbound mail flow.

• A single Microsoft Office Outlook Web App URL for both the on-premises

and Exchange Online organizations.

• The ability to move existing on-premises mailboxes to the Exchange Online

organization.

• Centralized mailbox management using the on-premises Exchange admin

center (EAC).

• Message tracking, MailTips, and multi-mailbox search between on-

premises and Exchange Online organizations.

• Cloud-based message archiving for on-premises Exchange mailboxes.

Exchange Online Archiving can be used with a hybrid deployment.

Hybrid Architecture

Lync Online

• Instant messaging

– Internal

– Federation

• Presence

• Conferencing

• Hybrid

Enterprise voice for Lync Online on 18 month

roadmap.

Lync Hybrid

• Lync Online 2013

• ADFS and DirSync

• Supported Topology – Completely Lync 2013 on-premise

– Lync 2010 with Lync 2013. Edge and next hop either Lync 2013 or Lync 2010 with latest

CU

– OCS 2007 R2 with Lync 2013. Edge and next hop is Lync 2013

• Users first created on-premise then migrated to Lync Online

• SRV records pointed to on-premises Lync Edge

• Migration considerations 1. User contacts The limit for contacts for Lync Online users is 250. Any contacts beyond that number will

be removed from the user’s contact list.

2. Instant Messaging and Presence User contact lists and groups are migrated with the user account.

3. Conferencing data, meeting content, and scheduled meetings This content is not migrated with the

user account. Users must reschedule meetings after their accounts are migrated to Lync Online

Lync Hybrid

• Functionality

– Integration with on-premise PBX

– Exchange hosted UM

– Hold/retrieve, transfer, call forwarding

– Media Bypass

– Lync Phone Edition

• Limitations

– No response groups

– Remote call control

– Call Center integration

Hybrid Architecture

DirSync ADFS

ADFS Proxy

Lync

LyncEdge

Remote usersMobile devices

SharePoint Online

SharePoint Server SharePoint Online

Standard Enterprise Plan 1 Plan 2

Apps App Catalog and Marketplace x X X X

Collaboration

Team Sites X X X X

Work Management X X X X

Social X X X X

External Sharing X X

Search

Basic Search X X X X

Standard Search X X X X

Enterprise Search X X

Content Management

Content Management X X X X

Records Management X X x X

E-discovery, ACM, Compliance X X

Business Intelligence

Excel Services, PowerPivot,

PowerView X x

Scorecards & Dashboards X

Business Solutions

Access Services X x X

Visio Services X X

Form Based Application X X

SharePoint 2013 Workflow X x X

Business Connectivity Services x x X

http://office.microsoft.com/en-us/sharepoint/collaboration-tools-compare-sharepoint-plans-FX103789400.aspx

Identity Options

Cloud ID Cloud ID + DirSync Federated IDs + DirSync

Pros

• No servers required on-

premise

Cons

• No SSO

• Separate credentials,

different password

policies

Pros

• Users accounts

administered on-

premise

• Allows for co-existence

scenarios

Cons

• No SSO

• Separate credentials,

different password

policies

• Single server

deployment

Pros

• SSO with corporate

credentials

• Accounts administered

on-premise

• Users on-premise

password policy

• Allows for hybrid

scenarios

Cons

• Additional server

infrastructure

Single Sign-on

• Accessing hosted

services with on-

premise credentials

• Requirements

– Active Directory

Federation Services

– Active Directory

DirSync

Office 365 DEMO

Upcoming Events

• March 19: SharePoint Custom

Development

• March 27: System Center Service

Manager-The Shining Star in the

System Center Suite

• April 17 & 18: SharePoint Executive

Roundtable

Royal Oak 306 S. Washington Ave.

Suite 212

Royal Oak, MI 48067

(248) 546-1800

Grand Rapids 15 Ionia SW

Suite 270

Grand Rapids, MI 49503

(616) 776-1600

Thank You

www.cdh.com