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L&EDPS Engagement QuestionnaireExchange Deployment Planning Service
Prepared for
EDPS Delivery Partners
Monday, 20 December 2010
Version 3.1
Prepared by
EDPS Partner Program
Prepared for EDPS Delivery Partners
Introduction.......................................................................................................................................... 2
1 General Section............................................................................................................................ 3
1.1 Customer Details.....................................................................................................................3
1.2 Microsoft Details......................................................................................................................3
1.3 General Project Info.................................................................................................................4
2 General Environment Details.......................................................................................................5
2.1 Clients..................................................................................................................................... 5
2.2 Network................................................................................................................................... 5
2.3 Servers.................................................................................................................................... 6
2.4 Active Directory.......................................................................................................................62.4.1 Domain Controllers and Global Catalog Servers:..............................................................62.4.2 Structure............................................................................................................................ 6
3 Messaging Details........................................................................................................................ 8
3.1 Topology as of Today..............................................................................................................83.1.1 Mail Servers.......................................................................................................................83.1.2 PKI and Certificates...........................................................................................................83.1.3 Co-Existence and Transition..............................................................................................83.1.4 Mailbox Configuration........................................................................................................93.1.5 Public Folders....................................................................................................................93.1.6 Directories, Address Lists, Topology................................................................................10
4 Internet Email.............................................................................................................................. 11
5 Other Server Services................................................................................................................12
6 Management and Operations....................................................................................................13
7 Service and Data Availability Requirements............................................................................14
8 APPENDIX – Detailed Data.........................................................................................................15
Page 1L&EDPS Engagement Questionnaire, Exchange Deployment Planning Service, Version 2.0 FinalPrepared by EDPS Partner Program "last modified on 20 Dec. 10, Rev 32
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INTRODUCTIONThis document allows the consultant that will be performing the Exchange Deployment Planning Service (EDPS) sessions a better understanding of the customer’s environment. Additionally it can be used by future consultants who might be engaged to provide further design and implementation services.
It is meant to be sent to the customer as a part of the pre-flight preparations.
In “Value” have actually two columns:
Today: current status Projected: Expected at the time of deployment.
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1 GENERAL SECTION
1.1 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
1.2 Microsoft Details
Information Type 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
Page 3L&EDPS Engagement Questionnaire, Exchange Deployment Planning Service, Version 2.0 FinalPrepared by EDPS Partner Program "last modified on 20 Dec. 10, Rev 32
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Microsoft agreements
NDA
Enterprise
Software Assurance
1.3 General Project Info
Information Type Details
Timeline: Do you have ANY fix time constraints? If Yes please list and explain.
Timeline: What would be your preferable time for deployment?
Do you already have any ideas about the setup of the project team?
Do you have any constraints which might be important? (Regulatory, HIPA, Sarbanes-Oxley, ISO...)
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?
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2 GENERAL ENVIRONMENT DETAILS
2.1 Clients
Characteristic Value (today) Value (projected)
Number of end users:
Number of workstations:
Percentage OS of the workstations:
Windows XP (Please specify SP level) VISTA 32 bit VISTA 64 bit Windows 7 32 bit Windows 7 64 bit Other (please specify)
Percentage of workstations that are:
Desktops:
Laptops:
Percentage of Office versions?
Microsoft Office 2010 2007 Microsoft Office system Microsoft Office 2003 Microsoft Office XP Other (please specify)
Percentage of mobile users:
Number of Mobile Phone devices:
Types of Mobile Phone devices in use:
Windows Mobile Version 6 and above Windows Mobile Version 5 Windows Mobile < 5 (please specify) BlackBerry Other (please specify)
Mobile Phone service providers in use:
2.2 Network
Characteristic Value (today) Value (projected)
Network complexity: (choose an appropriate diagram from the following table and enlarge)
Number of geographic sites:
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Characteristic Value (today) Value (projected)
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)
2.3 Servers
Characteristic Value (today) Value (projected)
Number of servers:
Percentage or number of Windows 2000 Server:
Percentage or number of Windows Server 2003:
Percentage or number of Windows Server 2008:
Percentage or number of Windows Server 2008 R2:
Percentage of alternate Operating Systems (Linux, BSD, Solaris, etc.):
Percentage of servers that are virtualized:
Virtualization products in use:
Virtualized Server roles (as far as relevant for Exchange):
2.4 Active Directory
2.4.1 Domain Controllers and Global Catalog Servers:Characteristic Value (today) Value (projected)
Number of Windows 2000 Server Domain Controllers:
Number of Windows Server 2003 Domain Controllers:
Number of Windows Server 2008 Domain Controllers:
Number of Windows Server 2008 R2 Domain Controllers:
Number and type of hardware as well as OS for the domain controller / global catalog servers.
Are all Domain Controllers at the latest Service Pack available for that OS version? (2000 SP4, 2003 SP2, 2008 SP2, 2008 R2)
What Active Directory based services are in use:
2.4.2 StructurePlease attach drawing showing your site topology as well as one showing Forest/Domain topology.
Characteristic Value (today) Value (projected)
Number of Active Directory sites:
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Number of Active Directory sites that are not covered by a Windows Server 2003 service pack 1 (or higher) Domain Controller:
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 Server will be present have a writeable Domain Controller? If not, which ones do not?
Number of Active Directory Domains:
Number of Active Directory Forests: ( this might be best accomplished with a diagram)
Number of Active Directory Domains with Exchange installed into that domain:
Number of Active Directory Forests with Exchange installed into that forest:
Functional level of each forest with Exchange installed into that forest:
Functional level of each domain with Exchange installed into that domain:
Are any domains with Exchange installed single-label domains?
Are there any disjoint namespaces present in the domains with Exchange installed?
Are all FSMO role holding DCs at Server 2003 SP1 or higher? If not, which ones are not?
Do all DNS servers support SRV records and dynamic updates?
Are reverse lookup zones defined for all subnets where Exchange servers will reside?
Percentage of organization covered by Group Policy Objects:
Other important information:
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3 MESSAGING DETAILS
3.1 Topology as of Today
3.1.1 Mail ServersCharacteristic Value (today) Value (projected)
Number of Exchange servers broken down by type (front-end, mailbox, clustered mailbox, etc.), location, AD forest, and AD domain:
Exchange 5.5:
Exchange 2000:
Exchange 2003:
Exchange 2007
Number 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
3.1.2 PKI and CertificatesCharacteristic Value (today) Value (projected)
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?
3.1.3 Co-Existence and TransitionCharacteristic Value (today) Value (projected)
Are any features of Exchange 2003 which were removed in Exchange 2010 in use?
Are any features of Exchange 2007 which were removed in Exchange 2010 in use?
Are any legacy connectors (GroupWise, Notes, Fax, X.400, etc.) in use, please list the current versions?
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):
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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?
List the top five current Exchange issues:
List the top 5 current Exchange requests:
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…)
3.1.4 Mailbox ConfigurationCharacteristic Value (today) Value (projected)
Mailbox storage currently implemented ( SAN, NAS or DAS):
Mailbox storage future plans (SAN, NAS, or DAS):
Mailbox Database replication method currently implemented, if any:
Total Number of mailboxes:
Number of functional mailboxes
Outlook versions currently in use (and percentage of each version):
Average and high mailbox sizes:
Mailbox quotas / size limits implemented, and desired in the future:
Average Send/Receive message size
Average message size
3.1.5 Public FoldersCharacteristic Value (today) Value (projected)
Number of public folders:
Size of public folder tree:
Public folder replication topology:
Do any mail-enabled public folder aliases contain spaces?
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3.1.6 Directories, Address Lists, TopologyCharacteristic Value (today) Value (projected)
Number of address lists:
Number of 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:
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4 INTERNET EMAILCharacteristic Value (today) Value (projected)
Define current & future e-mail addressing strategy (i.e. recipient addresses, primary, secondary…)?
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?
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5 OTHER SERVER SERVICESCharacteristic Value (today) Value (projected)
What types of remote mail are required?
Do you have a fax solution in place that will be integrated with Exchange 2010?
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?
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6 MANAGEMENT AND OPERATIONSCharacteristic Value (today) Value (projected)
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?
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7 SERVICE AND DATA AVAILABILITY REQUIREMENTSCharacteristic Value (today) Value (projected)
Is High Availability a design consideration? If so, what are the parameters for HA design?
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?
What are the high availability (HA) and Business Continuity needs?
Identify other current / desired Service Level Agreements (SLA’s)?
Is there a documented service level agreement relating the messaging service?
Are there any other service dependencies?
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8 APPENDIX – DETAILED DATAInclude any network diagrams, asset lists, 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)
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