Exchange Pre-Engagement Questionnaire

Microsoft Software Assurance Skype & Exchange Deployment Planning Services
Exchange Pre-Engagement
Questionnaire
Prepared for: Prepared by:
Customer Name Partner Name
Name Name
Title Title
{Date} Microsoft Deployment Planning Services Partner
Version
Exchange Pre-Engagement Questionnaire
Content
Overview ...................................................................................................................................................................................................................... 2
General Information ......................................................................................................................................................................................... 3
Customer Details ............................................................................................................................................................................................ 3
Microsoft Details ............................................................................................................................................................................................ 3
General Project Information .......................................................................................................................................................................... 4
Project Drivers ................................................................................................................................................................................................. 4
General Environment Details ........................................................................................................................................................................ 5
Clients ................................................................................................................................................................................................................. 5
Network ............................................................................................................................................................................................................. 6
Internet Access ................................................................................................................................................................................................ 6
Active Directory .............................................................................................................................................................................................. 7
Messaging Details ............................................................................................................................................................................................. 8
Topology as of Today ................................................................................................................................................................................... 8
Other Server Services..................................................................................................................................................................................12
Management and Operations ....................................................................................................................................................................12
Service and Data Availability .......................................................................................................................................................................13
Appendix – Detailed Data ...................................................................................................................................................................................13
1
Overview
This document helps to provide the consultant that will be performing the Exchange Deployment Planning Service
(S&EDPS) sessions a better understanding of the customer’s environment. The process begins by working with the
customer to review the tables below and fill in the requested information as best possible to ensure the scope is properly
identified.
Any and all of the questions in the following sections can be used in a pre-engagement questionnaire.
Project Participants
The following table (which contains an example entry) provides contact information for the representatives of the business
units that will be involved in the engagement.
Name Team Role E-mail address Phone number

Chris Jones Office Support Manager someone@example.com 123-456-7890
2
General Information
Customer Details
Information Type Details
Company name
Industry
Customer contact name
Customer contact e-mail address
Customer phone number

 Country code
 Area code
 Phone number
Company Web site address
Company location
 Company street address
 City
 Location information
Company postal address

 Postal Office
 City
 Postal code
 Country
Microsoft Details
Microsoft Account Manager
 Name
 E-mail address
 Phone number
Microsoft Engagement Manager/Services Executive

 Name
 E-mail address
 Phone number
Microsoft Technical Account Manager

 Name
 E-mail address
 Phone number
Microsoft agreements
 NDA
 Enterprise
 Software Assurance
3
General Project Information

Timeline: Do you have ANY fixed time constraints? If Yes please list
and explain
Timeline: What would be your preferable time line for full production
deployment?
Do you already have any ideas about the setup of the project team?
Current or past operations reviews (Six Sigma, Microsoft Operations

Framework Readiness Review, ITIL Review)
If you have participated in one of these review sessions, would you
be willing to share the results with the on-site consultant?
Project Drivers
Project Drivers
What is driving the organizations move to Exchange?
Business drivers, technical drivers, specific events?
List the top five current Exchange issues/challenges:
What new capabilities are desired?
List the top 5 most important requirements for the messaging

system:
4
General Environment Details
Clients
Characteristic Value (today) Value (projected)
Number of End Users:
Number of Workstations:
Percentage OS of the Workstations:

 Windows 10
 Windows 8, 8.1
 Windows 7 32 bit (Please specify SP level)
 Windows 7 64 bit (Please specify SP level)
 VISTA 32 bit (Please specify SP level)
 VISTA 64 bit (Please specify SP level)
 Windows XP (Please specify SP level)
 Other (Please specify)
Percentage of Workstations that are:

 Desktops:
 Laptops:
Percentage of Office/Outlook Versions?

 Microsoft Office 365 Pro Plus
 Microsoft Office 2013
 Microsoft Office 2010 (Please specify SP level)
 2007 Microsoft Office system (Please specify SP level)
 Microsoft Office 2003 (Please specify SP level)
 Microsoft Office XP (Please specify SP level)
Percentage of Mobile Users:
Number of Mobile Phone Devices:
Types of Mobile Phone Devices in use:

 Windows Phone 8
 Windows Phone 7.5
 Windows Phone 7
 Windows Mobile Version 6.5
 Windows Mobile Version 6.1
 Windows Mobile Version 6
 Windows Mobile Version 5
 Windows Mobile <5 (please specify)
 BlackBerry
Mobile Phone service providers in use:
5

Types of Messaging Clients in Use, Versions, and Counts:
 Outlook Web App
 Outlook MAPI
 Outlook Anywhere
 Outlook for Mac
 ActiveSync
 Blackberry
 Good link
 POP3
 IMAP4
Network
Network complexity: (choose an appropriate diagram from the following table and enlarge)
Number of geographic sites:
Number of geographic sites with more than {xx} users: (xx

should be specified according to what constitutes a “large”
site for this organization)
Link speeds/utilization/latency/available bandwidth/etc.

between central and remote sites (if applicable): (this will
require additional organization specific site breakdown
details)
Where are the firewalls?
Are their WAN optimization devices in use? If so, where and

what are they?
Internet Access
Which sites provide Internet access? Insert a diagram if
available
What is the Internet DNS architecture? Do you use

split-DNS?
Do you use a geographic based DNS solution? Can you route

users to specific datacenters based on the user’s location?
What is your reverse proxy solution?
6
Active Directory
Structure
Please attach drawing showing your site topology as well as one showing Forest/Domain topology. Please indicate any
trust relationships that exist between forests/domains.

Functional level of each forest with Exchange installed into
that forest:
Functional level of each domain with Exchange installed into

that domain:
What is the OS and service pack of the schema master for

each forest where Exchange is installed? Specify the platform
(32 or 64 bit)
Number of Active Directory sites:
Number of Active Directory sites that host Exchange which do

not contain a Windows Server 2003 service pack 2 (or higher)
global catalog:
Do Active Directory sites and site links align with the routing
topology for Exchange? If no, how do they differ?
Do all Active Directory sites where Exchange will be present

have a writeable Domain Controller? If not, which
ones do not?
Number and name of Active Directory Domains:
Number and name of Active Directory Forests: ( this might be

best accomplished with a diagram)
Number and name of Active Directory Domains with

Exchange installed into that domain:
Number and name of Active Directory Forests with Exchange

installed into that forest:
Are any domains with Exchange installed single-label

domains?
Are there any disjoint or non-contiguous (dis-contiguous)

namespaces present in the domains with Exchange installed?
Are all FSMO role holding DCs at Server 2003 SP2 or higher?
If not, which ones are not?
What DNS is in use? Do all DNS servers support SRV records

and dynamic updates?
Are reverse lookup zones defined for all subnets where

Exchange will reside?
Other important information:
In which forest and domains are the users located?
7
Domain Controllers and Global Catalog Servers

In sites where Exchange is or will be installed please indicate
the:
 Number and OS of the Global Catalogs – be specific
about the OS version and service pack and platform
(32 or 64 bit)
 Number of OS of the Domain Controllers (if they are
different servers than the GC’s) – be specific about the OS
version and service pack and platform (32 or 64 bit)
What are the hardware specifications for the domain

controller/global catalog servers? (CPU, memory, disk,
network)
Are all Domain Controllers at the latest Service Pack available

for that OS version?
What Active Directory based services are in use:
What is the current size of the AD database?
Messaging Details
Topology as of Today
Please provide a detailed diagram of the current messaging environment.
Mail Servers

What messaging platform is in use today?
Number of Exchange broken down by type (front-end,

mailbox, clustered mailbox, etc.), location, AD forest, and AD
domain. Also indicate Exchange service pack(s) in use:
 Exchange 2003:
 Exchange 2007:
 Exchange 2010:
 Exchange 2013:
 Other version(s):
Number and type of other messaging related servers:

 Gateway/Edge Servers
 Spam and Antivirus Servers
 Email Archival Servers (indicate type)
 Standby Servers (hot or cold)
 Voice mail Servers
 Fax and or other gateway Servers
What Virtualization product is in use, if any?
What Exchange roles are virtualized?
8
PKI and Certificates

Are SSL certificates in use on existing servers (Exchange, web,
SharePoint, OCS, etc...)?
Are SAN certificates in use?
Are certificates home-grown or purchased from a CA?
Is there an internal Public Key Infrastructure in the

environment?
Message Hygiene

Anti-Virus software used (Indicate what is in use at the edge,
on the MTA, on the server, and on the desktop):
Anti-Spam software/system used (Indicate what is in use at

the edge, on the MTA, on the server, and on the desktop):
Co-Existence and Transition

Are any features of Exchange 2003, 2007, or 2010 which were
removed in Exchange 2013 in use?
Are any legacy connectors (GroupWise, Notes, Fax, X.400, etc.)

in use, please list the current versions?
Migration tools currently implemented or used in the past:
Migration tools purchased available to be used:
Does ExBPA run “clean” in the environment? If not, what

problems are reported?
Are there any future plans for

 Unified Communications?
 Compliancy requests?
 Archiving?
 Server consolidation?
 …
Do you have applications sending directly mails using your

Exchange infrastructure?
Do you have applications accessing or using Exchange

infrastructure in another way? (Public folders, Public folder
events, Distribution lists…)
9
Mailbox Configuration

Total Number of mailboxes:
Total number of equipment/conference room mailboxes
Total number of shared mailboxes
Mailbox storage currently implemented

( SAN, NAS or DAS):
Mailbox storage future plans (SAN, NAS, or DAS):
Mailbox Database replication method currently implemented,

if any:
Average and highest mailbox sizes:
Mailbox quotas/size limits implemented, and desired in the

future:
Average Send/Receive message size
Average message size
What is the maximum message size allowed in the

organization?
What are the deleted item and deleted mailbox retention

periods?
Compliance

Do you have any constraints which might be important?
(Regulatory, HIPAA, Sarbanes-Oxley, ISO...)
Are you using any form of message records management

(mailbox manager/managed folders/retention policies)?
Are you using Exchange Online Archive mailboxes? If so, what

is the archive quota/size limit?
Are you using another archiving solution? Is so, what is it?
Are you currently using any kind of ethical walls between

departments?
Do you inspect messages for content before leaving

Exchange? If so, how? What kind of content?
Are PST’s in use? What is their average size?

Are they backed up?
10
Public Folders
Number and size of public folders:
Public folder replication topology:
Do any mail-enabled public folder aliases contain spaces?
Address Lists and Admin Groups

Number of address lists:
Do you do any form of address list/GAL segmentation today?
Number of distribution lists
Number of dynamic distribution lists
Number of supported address spaces (e-mail domains):
Number and purpose of routing groups:
Number and purpose of routing group connectors:
Number of Administrative Groups:
Describe the reasoning behind multiple administrative groups

and how it impacts day-to-day operations of your Exchange
environment:
Internet Email
Define current & future e-mail addressing strategy (i.e.
recipient addresses, primary, secondary…)?
How many email address policies do you have?
How does the messaging infrastructure send and receive

email messages to the Internet?
What transport rules are required, i.e. address rewriting,

standard disclaimer?
Identify all SMTP domains currently routing:
Identify message traffic volumes through gateway:
What is the message size limits allowed through your Internet

mail gateway?
For inbound messages?
For outbound messages?

Between remote locations?
Hosted services used (indicate services used, and provider):

Are there any other limits placed on a user ability to send and
receive email messages to the Internet?
11
Other Server Services

Do you have a fax solution in place that will be integrated
with Exchange?
What 3rd party applications does your current messaging

platform use?
Do you have Unified Messaging solutions deployed (e.g.

Cisco Unity)? Where, how many users?
Management and Operations

Number of dedicated Exchange staff:
Number of multidiscipline staff tasked with Exchange:
Number of contract hours, or resources tasked with Exchange

(i.e. consultants or contractors):
Do Exchange administrators have Schema Admin and

Enterprise Admin access to all forests?
Do Exchange administrators have Domain Admin access to all

domains?
Identify the administration delegation model required by the

organization? Administrative roles, Centralized vs.
Decentralized?
What change control processes do you have in place?
Do you have any custom RBAC configurations in place?

If so, please define
12
Service and Data Availability

Is High Availability in use today? Is High Availability a
requirement? If so, what are the High Availability (HA) and
Business Continuity needs?
Current backup tools, methodology:
Backup goals for the future:
How is monitoring done in the current messaging

environment?
What monitoring requirements are in place for the future?
Is there a documented Service level Agreement relating the

messaging service?
Identify other Current/Desired Service Level Agreements

(SLAs)?
Are there any other service dependencies?
Describe your Disaster Recovery plan for the following:

 Mailbox
 Database
 Server
 Datacenter
 Have these DR scenarios been tested and verified?
Appendix – Detailed Data

Include any network diagrams, application details, or data referred to in the preceding questionnaire.
(These can be provided as separate documents; they do not need to be provided with in this document).
13

Exchange Pre-Engagement Questionnaire

Hochgeladen von

Dokumentinformationen

Originaltitel

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Exchange Pre-Engagement Questionnaire

Hochgeladen von

Copyright:

Verfügbare Formate

Microsoft Software Assurance Skype & Exchange Deployment Planning Services

Name Team Role E-mail address Phone number

Customer contact name

Customer contact e-mail address

Customer phone number

Company Web site address

Company postal address

Microsoft Engagement Manager/Services Executive

Microsoft Technical Account Manager

General Project Information

Current or past operations reviews (Six Sigma, Microsoft Operations

List the top five current Exchange issues/challenges:

What new capabilities are desired?

List the top 5 most important requirements for the messaging

General Environment Details

Percentage OS of the Workstations:

Percentage of Workstations that are:

Percentage of Office/Outlook Versions?

Percentage of Mobile Users:

Number of Mobile Phone Devices:

Types of Mobile Phone Devices in use:

Mobile Phone service providers in use:

Characteristic Value (today) Value (projected)

Number of geographic sites:

Number of geographic sites with more than {xx} users: (xx

Link speeds/utilization/latency/available bandwidth/etc.

Where are the firewalls?

Are their WAN optimization devices in use? If so, where and

What is the Internet DNS architecture? Do you use

Do you use a geographic based DNS solution? Can you route

What is your reverse proxy solution?

Characteristic Value (today) Value (projected)

Functional level of each domain with Exchange installed into

What is the OS and service pack of the schema master for

Number of Active Directory sites:

Number of Active Directory sites that host Exchange which do

Do all Active Directory sites where Exchange will be present

Number and name of Active Directory Domains:

Number and name of Active Directory Forests: ( this might be

Number and name of Active Directory Domains with

Number and name of Active Directory Forests with Exchange

Are any domains with Exchange installed single-label

Are there any disjoint or non-contiguous (dis-contiguous)

What DNS is in use? Do all DNS servers support SRV records

Are reverse lookup zones defined for all subnets where

Other important information:

In which forest and domains are the users located?

Domain Controllers and Global Catalog Servers

Characteristic Value (today) Value (projected)

What are the hardware specifications for the domain

Are all Domain Controllers at the latest Service Pack available

What Active Directory based services are in use:

What is the current size of the AD database?

Characteristic Value (today) Value (projected)

Number of Exchange broken down by type (front-end,

Number and type of other messaging related servers:

What Virtualization product is in use, if any?

What Exchange roles are virtualized?

PKI and Certificates

Characteristic Value (today) Value (projected)

Are SAN certificates in use?

Are certificates home-grown or purchased from a CA?

Is there an internal Public Key Infrastructure in the