Introduction to UTORexchange For IT support providers

Exchange basics Combining seamless integration with a change in calendar product Faculty and staff only Most functionality with Outlook 2007, IE7 As open connectivity-wise as we could make it – IMAP – Active Sync (Windows Mobile, iPhone, Treo)

How to connect MAPI over RPC over HTTPS – Outlook 2007 and Outlook 2003 Web (outlook web access or OWA) – IE6 or 7 (or 8?), Firefox 2 or 3, Safari – Entourage, Evolution IMAP – Thunderbird, Mac Mail, Alpine, Pine, even Outlook Active Sync – Windows Mobile 5 or 6, iPhone 3G, some other cell phones and devices – Third party applications for Treo and other devices

Getting help help, option 4 OLDC for in-person training Web for at-desk training (416)

How do I … ? office.microsoft.com – click on “Help and How-to” at the top office.microsoft.com Outlook Help – Really. – Office Help has been very useful for generations

Migrating Migration comes in two steps – migration – Calendar migration

Migration process User initiated migration (many events over 6 weeks) General calendar migration (one event over 2 days) Post migration support phase

User initiated migration User indicates that they want to migrate now Process : Stop delivery of to UTORmail mail server (held is special queue) enable AD user object for user Initiate IMAP2Exchange copy process (should take less than 2 minutes) Deliver any queued to new inbox Change routing so that new is now delivered to the Exchange hub/transport server Set user password to match that in use in MIT Kerberos Tell user that the migration is complete and that they can use again User configures their client(s)

General calendar migration Advise user population that end of Oracle Calendar is nigh Run CalMover which performs a series of export and map-fields commands and then pushes calendar events into Exchange Oracle Calendar servers are turned off and eventually repurposed

How are we implementing Exchange 2007? Every implementation is different Every environment is different We are trying to be as “vanilla” as possible.

message flow Message from outside Sophos “edge” servers routing servers Exchange Hub/Transport server cluster Exchange Mailbox server cluster Exchange Client Access server cluster Microsoft Internet Security & Acceleration cluster User client

How does backup work? Two “backup” mechanisms 1. recovering user data User operated – Drag & drop from “deleted items folder” – “Recover deleted items” tool – No downtime 2. recovering Exchange databases in the event of a failure Network services operated Restore DB to recovery storage group Downtime for affected DB users (as many as 170 people)

Passwords Exchange uses Active Directory for authentication and authorization Active Directory “password change notification service” ILM “sets” our MIT Kerberos password store Web password change “sets” AD password Passwords are replicated between the old authentication engine and the new

Address lists Personal address list (aka contacts) – Managed by you Global Address list (GAL) – Active Directory Synchronized from UTORauth via ILM One way Display name Phone number Fax number Department Other people’s contacts

Useful tip #1 Checking connectivity between Outlook 2003 and 2007 and the Exchange server – “ctrl” right click on the Outlook icon in the system tray adds “Connection status …” to the list

Useful tip #2 Where did my addresses go? – They were in your OutlookProfileName.NK2 file and not in your contact list – Look in your roaming profile\Microsoft\Outlook folder – This is not a text file but you can copy and rename it to match the current Outlook profile

Useful tip #3 Some things are seamlessly integrated between Outlook and OWA – Out of office message (enable/disable) – Rules (ones that run only on the PC can still be modified elsewhere) – Personal contact list Some things are not – signatures – OWA/BB have only one “out of office reply” option

Useful tip #4 We are synchronizing user attributes between the central AD and UTORauth – Password [this is a neat trick] – Display name – Phone number – Fax number – Department

I run my own server … … and I have my users forward their to my server; how does Exchange affect me? – Forwarding on the UTORid site will still work but won’t see/forward sent by an Exchange user – Forwarding can cause problems with calendaring – Forwarding is activated by creating a “rule”. Rules are best handled in Outlook Is this a good opportunity for you to offload operating services to CNS?

Summary More functionality Seamless integration Bigger quotas