On March 13th & 14th , Eric Inch reviewed Exchange and Lync Server 2013 new features, discussed migration best practices, and hybrid scenarios with Office 365. Download our slide deck (PDF, 2 MB) to take a deeper dive on Microsoft's Unified Communications. And for more information on this or other topics, visit our blog at www.cdhtalkstech.com

1. Today’s Microsoft Unified
Communications

2. Quick Facts
About Us Approach Partnerships
• 23nd Year • Vendor • Microsoft Gold
• Grand Rapids & Independent • VMware
Royal Oak • Non-reseller Enterprise
• 30 Staff • Professional • Citrix Silver
Services Only • Cisco Premier
• Novell Gold

3. Microsoft Gold Partner
Competencies Successes Pinpoint
• Customer
• Four Gold Excellence Award • Microsoft’s official
partner directory
• Eight Silver
• Virtual Technical
• 5-star rating
Specialist (VTSP)
• Managed Partner
• Numerous
Partner Awards

4. Expertise

5. Get Social with C/D/H
@cdhtweetstech facebook.com/cdhtech
www.cdhtalkstech.com www.linkedin.com/company/cdh

6. Your Presenter
Eric Inch
Lead Consultant
Unified Communications
& Infrastructure
CISSP, MCITP, MCTS, CCA, CCNA
EricI@cdh.com

7. Agenda
• Technologies
– Exchange Server 2013
– Lync Server 2013
– Office 365
• Better Together
• Hybrid

8. Unified communications
• Exchange Server
– Email, Calendaring, Voicemail, Fax
• Lync Server
– Instant messaging, Presence,
Conferencing,
Telephony
• Office 365

9. Exchange Server 2013
• Architecture
– Server roles
• Site mailboxes and Public Folders
• Security
• OWA enhancements

10. 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

11. 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

12. 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.

13. 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

14. 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.

16. 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

17. 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

18. 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

19. 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

20. 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

21. Security
• Native virus and spam protection
• Policy enforcement
• Active Directory Rights Management
• Discovery and Retention

22. Security – Virus & Spam
• Malware detection native
• Notify internal or external senders,
Administrator
• Customize notifications
• Consider Exchange Online Protection

23. Security – Data Loss Prevention
If the message...Is sent to 'Outside the
organization‘ and The message contains
these sensitive information types: 'U.S.
• Sets of conditions to filter email Social Security Number (SSN)' or 'Drug
Enforcement Agency (DEA) Number'
– rules, actions, exceptions
– keyword matches, regular Do the following...Set audit severity
expression evaluation, dictionary level to 'High‘ and Notify the sender that
the message can't be sent, but allow the
search sender to override and provide
• Policy Templates justification. Include the explanation
'Unable to deliver your message. You
– PCI DSS, HIPAA, SSN can override this policy by adding the
Confidentiality, US Patriot Act word 'override' to the subject line.' with
status code '5.7.1‘
• AD RMS template
Policy group membership HIPAA
• Policy Tips Policy
Rule mode Enforce
– Notify sender with a Policy Tip

24. 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

25. 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

26. Exchange Demo

27. 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)

28. Lync Server 2013
• SQL
• Simul-ring, delegates, voice mail escape
• Conferencing Enhancements
• Archiving Changes
• Persistent chat
• Enhanced VDI support
• Hybrid

29. Architecture
• Roles
• High Availability
• Site Resiliency
– Pool Pairing
• Persistent Chat
• Archiving / Monitoring
• Hybrid

30. 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

31. Server Requirements
• Operating System
– Server 2008 R2 w/ SP1 or Server 2012
Recommended
EEs, SE, SQL 64-bit dual processor, hex-core, 2.26 gigahertz (GHz) or higher
CPU
Edge, Mediation, Director 64-bit dual processor, quad-core, 2.0 gigahertz (GHz) or higher
EEs, SE, SQL 32 gigabytes (GB)
Memory
Edge, Mediation, Director 16 gigabytes (GB)
 8 or more 10,000 RPM hard disk drives – 2 RAID 1, 6 RAID 10
EEs, SE, SQL
 Solid state drives
Disk
 4 or more 10,000 RPM hard disk
Edge, Mediation, Director
 Solid state drives
EEs, SE, SQL  1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)
Network
Edge, Mediation, Director  1 dual-port network adapter, 1 Gbps or higher (2 recommended in NIC team)

32. 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

33. 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

34. 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

35. 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

36. THE NEW LYNC WORKS ACROSS
PLATFORMS & DEVICES
PC
Mac
Smartphone
Tablet
Browser

37. Windows 8
Presence Windows
&
Phone
Android iPhone iPad
and IM Windows RT
Lync and
Lync online
connectivity
New UI, photo,
status,
presence
View Lync
contact list
View contact
card
IM, multiparty
conversations
Distribution
list expansion

38. Windows 8
Lync Windows
& Phone Android iPhone iPad
Meetings Windows RT
Join Lync
Meetings with
a single touch
Voice and Video
over IP (3g/4g &
WiFi)
Simultaneous
Multi-Party
Video
View shared
Lync Meeting
content

39. Windows 8
Enterprise Windows
& Phone Android iPhone iPad
voice Windows RT
Single-number
reach
Voice and Video
over IP (3g/4g &
WiFi)
Call-via-work

40. Lync Web App
• Cross-browser HTML
and JavaScript
• No Microsoft Silverlight
• Windows and Mac
• Full presentation
capabilities
• Audio/Video sharing
• No more Attendee

41. 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

42. One Note Integration
• OneNote share
• accessible directly from
a Lync Meeting

43. 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

44. 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

45. Lync DEMO

46. Office 365
• Exchange Online
• Lync Online
• SharePoint Online
• Office Web Apps
• SkyDrive

47. 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

48. 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

49. 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.

50. Hybrid Architecture

51. Lync Online
• Instant messaging
– Internal
– Federation
• Presence
• Conferencing
• Hybrid
Enterprise voice for Lync Online on 18 month
roadmap.

52. 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

53. 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

54. Hybrid Architecture
Remote users
Mobile devices
Lync
Edge
ADFS Proxy
DirSync ADFS Lync

55. SharePoint Online
SharePoint Server SharePoint Online
Standard Enterprise Plan 1 Plan 2
Apps App Catalog and Marketplace x X X X
Team Sites X X X X
Work Management X X X X
Collaboration
Social X X X X
External Sharing X X
Basic Search X X X X
Search Standard Search X X X X
Enterprise Search X X
Content Management X X X X
Content Management Records Management X X x X
E-discovery, ACM, Compliance X X
Excel Services, PowerPivot,
X x
Business Intelligence PowerView
Scorecards & Dashboards X
Access Services X x X
Visio Services X X
Business Solutions 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

56. Identity Options
Cloud ID Cloud ID + DirSync Federated IDs + DirSync
Pros Pros Pros
• No servers required on- • Users accounts • SSO with corporate
premise administered on- credentials
premise • Accounts administered
Cons • Allows for co-existence on-premise
• No SSO scenarios • Users on-premise
• Separate credentials, password policy
different password Cons • Allows for hybrid
policies • No SSO scenarios
• Separate credentials,
different password Cons
policies • Additional server
• Single server infrastructure
deployment

57. Single Sign-on
• Accessing hosted
services with on-
premise credentials
• Requirements
– Active Directory
Federation Services
– Active Directory
DirSync

58. Office 365 DEMO

59. 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

60. Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
(248) 546-1800 (616) 776-1600
www.cdh.com