Exchange 2007 and

Office 2007:

Better Together
Using this Presentation (hidden slide)

• Use this deck with customers want more detail on how Exchange
2007 and Office 2007 work together.
• Talking points provided in notes
• See appendix for optional slides
 Agenda

• Outlook 2007 and Exchange 2007

• Powerful Access to Information
• Intelligent and Automated
• Sophisticated yet Simple

• Windows SharePoint Services™ “v.3” and Exchange 2007

Outlook 2007 and
Exchange 2007:
Powerful Access to Information

“Too much of my time is spent

in unproductive activities.
I want my information
presented to me in a way
that is useful, and doesn’t
waste my time.”
 Scheduling Assistant

• Automatically recommends best days and times for a meeting

• Simple color-coded interface
• Rooms are easier to schedule and search through the resource
picker
• Set your working hours
• Have full control over your schedule by
setting your working hours: will only
be scheduled for meetings within
your working hours
 Scheduling Assistant

Days,
Meeting Best
Attendees Shown
in White

Rooms Times,
Best
Shown
in White
and
at Top
 Calendar Sharing Policies

• E2003: Two levels

• Share free/busy information with
everyone
• Share entire calendar (with
body/attachments) with specific
people
• E2007: Granular security
• Deny all users access
• Share time and free busy status
only
• Show time, subject, location,
free/busy status
• Show Full Details
 Search

Outlook in online mode:

• Exchange 2007 content indexer
is 35x faster than Exchange
2003/2000
• Indexes/searches message
bodies and attachments
• Uses any filter installed in
Windows
• Can install new filters later
• New messages indexed in
under a minute
• Small storage tax (5% of message size) for search indexes
Outlook in Cached Exchange Mode:
• New, integrated Instant Search in Outlook
• Uses Windows Vista search indexer
 Unified Messaging

Unified Messaging delivers all types of Outlook items in your inbox: mail,
voicemail and fax

UI shows
relevant Ability to
user add and
actions save text
based on notes
message with voice
type messages
Outlook 2007 and
Exchange 2007:
Intelligent and Automated

“There are many things I must

manage today by hand. Why
can’t the system do this for me?”
 Auto Account Setup with Autodiscover

• Only need to know email

address and password
• Exchange and Outlook then
automatically connect and
setup
profile
• Mailbox moves and backend
failovers transparent to end
user, even cross-forest
Improved Out of Office

• Set Out Of Office start time and end time

• Set ahead of time and forget about it
• Unique internal and
external OOF messages
• Set specific messages
for internal co-workers
• External message can
be limited to just the
user’s contacts
• Rich HTML Out of Office
Assistant messages
 Resource Calendars

• Automatically
managed
• Automate meeting
accepts and
declines
• Custom response
message per
resource
• Provide conflict
information for
declined meetings
 Resource Management

• Set up policies once

• Limit who can book via
booking roles
• Enforce maximum meeting
duration
• Allow conflicts for recurring
meetings
• Schedule only during
working hours (set by
Outlook 2007/ OWA)
• Forward out-of-policy
requests to delegates for
approval
 Automated Meeting Request Handling

• Server processes meetings

intelligently
• Auto-update existing
meetings with new
information to reduce
redundant meeting notices
• Mark out-of-date meeting
updates so they can not be
accepted, reducing clutter
and errors
• Reduces Errors from schedule
updates
 Meeting Request Handling

Benefits for other access methods:

• Exchange Calendaring Assistant
• Server-side logic for meeting handling
• Consist between Outlook 2007, OWA, Outlook Mobile to ensure all
meeting properties are properly set
• Does not require Outlook to be online
• Calendar accurate even if
user isn’t accepting everything
• OWA and UM users see
(or hear!) latest appointment
information
 Performance

• Partial Item Synchronization

• Flagging a message won’t cause it to be completely re-downloaded
• Changes for properties, body, attachments tracked and synchronized
separately
• Cached Mode
improvements
• Can cache folders
of other users
• Delegates can
manage e-mail
and schedules
while offline
Outlook 2007 and
Exchange 2007:
Sophisticated yet Simple
“At the end of the day, I need to
just have things work, and
work well. I need the system
to comply to the requirements
of my organization and still run
effectively.”
Security

• Outlook E-mail Postmark: Outlook postmarks email

and Exchange checks these tokens and assess
mail’s legitimacy
• Multi-pronged anti-spam solution
• Phishing warnings
Compliance

• Managed E-Mail Folders

• Users organize their e-mail in folders
created by their company
• E-mail in these folders gain the retention,
archive, and expiration policies associated
with the folder
• After a set period of time messages can be
automatically deleted or journaled (for
example to SharePoint)
• Cross-Mailbox Search: Administrator can
search across
mailboxes to identify compliance violations
 Managed E-Mail Folders

Properties
Of Current
Folder

Various
Managed
E-Mail
Folders
Message Classification

• Messages can have special classifications (ex. “Do Not Forward”,

“Attorney-Client Privileged”)
• Administrators define classifications in Exchange
• Classifications pushed to Outlook via SMS
• Users can associate classifications with a mail
• Transport rules to create or sort based on classification
Windows SharePoint
Services™ “v.3” and
Exchange 2007
Remote Document Access

• Mobile device and OWA access to SharePoint

• Uses E2007 Client Access server
• Same approach as with UNC shares
• With OWA, SharePoint sites rendered and navigable
E-Mail Archiving

•Managed E-Mail folders

rules to archive to
SharePoint
•Can be accessed from
OWA or Outlook
•Provides alternative to
PSTs with greater
access
•Can be a piece of a
retention scheme
 © 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Appendix
Hierarchical Address Book

• Provides hierarchical view into organizational structure

• Makes it easy to find job roles
 Availability Web Service: Uses

• Used by Scheduling Assistant:

• Retrieve live free/busy information for E2007 mailboxes
• Retrieve live free/busy from other E2007 forests
• Retrieve published free/busy from Public Folders
• View attendee working hours
• Show meeting time suggestions
Availability Web Service: Deployment

• Deployed with E2007 Client Access role

• Discovered by Outlook through Auto Account Setup
• Outlook 2003 and previous still use
Public Folders for free/busy
Granular Message Journaling

• Messages in transit are journaled

• Per user
• Per distribution list
• Global / per organization
• Per database
• Target is any SMTP address
• Legal Retention
• Inspection by compliance officer
Journal Rules

• Similar to Outlook rules, executing on messages in transport and

managed by the administrator
• Uses familiar Conditions / Actions / Exceptions rule creation wizard
• Conditions and Exceptions for rule execution based on message
properties and/or recipient attributes (i.e. DL membership)
• Actions can manipulate message routing and/or contents
Demo Screen Shot

Microsoft Confidential
Demo Screen Shot

Microsoft Confidential
 Journal Envelope

Label: CorporateIP Detailed recipient addressing!

Bcc
DL-expansion
Forwarded mailboxes
Demo Screen Shot - Archive
SharePoint as an archive
Complete Records Management

• Retention policies in SharePoint

• Applied to archived messages
• Applied to journaling to comply with corporate or government
regulations
• Ease of discovery with common MS Search platform
• Search across multiple mailboxes
• Results can be sent to SMTP address
• Access of search results can be limited
SharePoint Records Management
 Collaboration

• SharePoint Assets
• Web UI
• Office Integration
• Rich storage
• Extensibility
• ASP.Net integration
• Self-provisioned & managed
• Public Folder Assets
• Managed within Exchange
• Robust replication and proven scalability
Intersection
Building and
Top Public Folder scenarios implemented by
Migrating to
customers today
SharePoint

60% Sharing documents

Sharing Contacts
45% Sharing Calendar information
40% Discussion folders
Archiving distribution list
30% Archived e-mail
Document routing and workflow
40% Journaled e-mail
? Sharing tasks
15% Custom line of business applications
?
20%
10%
Migration

• Know what is in your current environment

• Understand lifecycle of Public Folder content
• Examples of migration and discovery tools
• NetIQ
• Quest
• Tzunami
Message Records Management

• Managed folders
• User categorization of messages in their mailbox
• Managed folder policies
• Messages routed to folders
• Configurable per message type (voicemail, calendar, etc…)
• Actions taken on messages
• Message Retention
• Deletion
• Journal and archive
• Summary reports show how users are complying with company
policy
 Table

Feature Outlook 2007 Outlook 2003 E2007 OWA

Scheduling Yes No Yes

Assistant

Schedulable OOF Yes No Yes

Internal / External Yes No Yes

OOF

Autoconnect Yes No Yes

SharePoint access Partial. Allows No Yes
without VPN caching of
documents

Signing and Yes No Yes

encrypting of
email
Table

Feature Outlook 2007 Outlook 2003 E2007 OWA

Understands UM Yes No Yes

types

Add note to Yes No Yes

voicemail

Advanced Yes Partial. Less Yes

Searching advanced in
Capabilities cached mode

Official File Folder Yes No Yes

Managed E-Mail Yes Partial. Folder will Yes

Folders appear but
without
information
 Table

Feature Outlook 2007 Outlook 2003 E2007 OWA

Partial Item Yes No N/A

Download

Asynchronous RPC Yes No N/A