Tag Archives: Exchange

Office 365 Exposed, Episode 19: Here Comes the New Book!

This episode marks a happy occasion: the upcoming release of the 2021 version of Office 365 for IT Pros

editor’s note: we are running a sale. Buy the 2020 edition now, get the 2021 edition for free!

Tony, Vasil, and I talk about the book creation process, why the book’s a subscription instead of a single-priced purchase, how the sausage is made, and why tech editing is so important. We close out the episode by choosing our “favorite” recent O365 feature– you may be surprised to hear our choices.

 

Episode 19, all about the 2021 book!

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Office 365 Exposed, Episode 18: Live from Microsoft Teams

Tony and I had grand ambitions of recording a podcast but, uh, things have been a little busy, what with all the lockdown, working-under-quarantine, and so on. We did something a little different this time– we recorded this episode in a Teams meeting with guests in attendance. See if you can spot the difference!

(programming note: we originally recorded a section planned on the coming death of Basic Authentication in Exchange Online. As Microsoft has pushed this date back until sometime in the happy future, we took that segment out since most of it was us expressing certainty that Microsoft wouldn’t push the date back.)

 

Episode 18, live from the midst of COVID-19-topia

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Multi-factor authentication for Exchange Online PowerShell

Everything at the Microsoft MVP Summit is automatically under NDA, so rather than talk about all the secret stuff, I thought I’d share something I learned there that isn’t under NDA because it was already public. Somehow I missed this announcement before, but: there’s a public preview of a new Exchange Online PowerShell module that supports Azure multi-factor authentication (MFA). If you have turned on MFA for administrators in Office 365, you’ve probably found that they can’t use PowerShell to manage Exchange objects. Now you can: download and install this module and you’re all set. Here’s what it looks like in action:

adal-ps

I found out about this when I complained publicly in Tim Heeney‘s session that this doesn’t work. Thankfully Tim set me straight posthaste; after I got the link to the preview, a little searching turned up fellow MVP Vasil Michev’s article describing it, which I either forgot about or never saw.

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Creating Exchange dynamic distribution groups with custom attributes

You learn something new every day… I guess that means I’m ahead of schedule for the day.

A coworker asked if there was a way to use PowerShell to create a dynamic distribution group using one of the AD customAttributeX values. I didn’t know the answer offhand (since I create new distribution groups about every 5 years), but a little binging turned up the documentation for New-DynamicDistributionGroup. Turns out that the ConditionalCustomAttributeN parameters will do what he wanted:

New-DynamicDistributionGroup -IncludedRecipients mailContacts -ConditionalCustomAttribute6 "PeopleToInclude"

It turns out that wasn’t what he really wanted– he wanted to create a dynamic DG to include objects where the custom attribute value was not set to a particular value. The ConditionalXXX switches can’t do that, so he had to use a RecipientFilter instead:

New-DynamicDistributionGroup -IncludedRecipients mailContacts -RecipientFilter {ExtensionCustomAttribute6 -ne "PeopleToExclude"}...

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Operational maturity and Exchange

Over at my work blog, I have a post that tackles an important issue: how do you reliably design and operate Exchange if you don’t happen to have a large team of Exchange rock stars on staff? (Short answer: hire me. Longer answer: read the post to find out). Bonus: the post contains a picture of Ross Smith IV Yoda.

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Universal version of Outlook coming to your phone

Big news from today’s Windows 10 announcement: Microsoft will be shipping a “universal” version of Outlook that works on Windows tablets, phones, and PCs. This is a really interesting move, and not something I expected based on the existence of OWA for Devices (MOWA) on iOS and Android. The universal Outlook uses the universal version of Word as its editing engine, a huge plus because it delivers all the rich formatting tools available on Windows PCs (and which are still, sadly, missing from Mac Outlook, hint hint), and during the demo, Joe Belfiore showed a fluid touch-based interface that nonetheless preserved much of the look and feel of Outlook and OWA.

This announcement raises a lot of interesting questions, though. A partial list, just off the top of my head… (and a disclaimer: I haven’t seen any preview versions of Office 16 so perhaps these are naive questions that have all been well dealt with in the code)

  • Is this new version of Outlook a replacement for, or a complement to, the existing rich Outlook client? In other words, will it be able to do everything that I can do with Outlook 2013 on a Surface Pro 3? If not, what will they leave out?
  • Will this app replace the native WP calendar and contacts app? I’d guess not, given that the People app got a lot of play in today’s announcement.
  • Outlook’s resource requirements would seem to be a poor fit for phones and low-end tablets. I’d imagine that we’ll have sync controls similar to what exist on WP8.1 to allow users to sync a certain amount, but not necessarily all, of their mail, but it’s going to take a lot of optimization to provide acceptable performance on these devices.
  • Will this version of Outlook support on-premises servers? If so, that means it probably won’t rely on MAPI over HTTPS, which isn’t widely deployed. But it’s hard to imagine Outlook built completely on Exchange Web Services.
  • Will the universal Outlook team match the slow release cadence of desktop Office or the faster cadence of, say, the Lync mobile clients? One of the nicest features of OWA for Devices is that new OWA/Office 365 features (such as Clutter and the People view) just automatically show up in MOWA because it’s essentially a container for OWA views. How will the universal Outlook team bake in support for new features as Exchange and Office 365 ship them?
  • Will Exchange ActiveSync-specific features (especially remote device wipe) be included in this version of Outlook? They aren’t included in the existing Outlook family, of course.
    • If the answer is “no, but you can use InTune or Office 365 MDM”, that’s going to displease a lot of existing users. On the other hand, you can’t remotely wipe a desktop Office installation, something which has led several of my customers to block Outlook Anywhere so that people can’t easily use Outlook from personal machines.
    • If the answer is “yes”, then it will be fascinating to see how Outlook interacts with native data such as contacts stored on the device.
  • What does this mean for OWA for Devices? I’d guess that we won’t see Outlook for iOS and Android, but I wouldn’t necessarily rule it out. Maybe we’re headed back to the days of yore, where the premium clients run on Microsoft operating systems, with a sort of best-effort client set for competitors.
  • Is this the logical vehicle for incorporating the technology Microsoft acquired from Acompli? Or is that being baked in somewhere else?
  • When can I get a Surface Hub?

Given the upcoming availability of previews for Windows 10 for phones, I suppose we’ll get the answers to these questions soon.

 

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Microsoft sneaks out Mac Outlook update

Good news: Microsoft just issued an updated version of Outlook for Mac. (I guess that’s the official name, as opposed to the older Outlook 2011). The list of fixes is pretty nondescript: you can change calendar colors, add alt-text to images, and use custom AD RMS templates. I suspect most of the effort for this release was actually focused on the “Top crashes fixed” item in the KB article.

Bad news: you have to manually download it from the Office 365 portal. The AutoUpdate mechanism shipped with Office 2011 doesn’t yet know how to handle updates for Outlook for Mac. I suppose Microsoft could either update the Office 2011 AU mechanism or ship a new one as part of a future Outlook update; presumably the latter choice would actually deliver the Office 2015 update mechanism, since there’s undoubtedly going to be one.

The real news here is how quickly Microsoft released this update. While this is only one release, it’s an excellent sign that we got it quickly, and it makes me hopeful that we’ll see a steady stream of updates and fixes for the Mac Office apps in the future— with a cadence more akin to the Lync Mobile clients releases than the glacial pace of past Mac Office updates.

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My first week with Office 365 Clutter

Immediately after Microsoft announced that Clutter was available, I enabled it in all my personal tenants and started training it. As you may recall, you can train Clutter in two ways: implicitly (as it sees how you interact with mail from particular senders, such as by ignoring it or deleting it without reading it) or explicitly (by moving messages into or out of the Clutter folder). Because I’m fairly impatient, I set about explicit training by moving messages to the Clutter folder. I’ve done this with all of the clients I use: Outlook for Mac, OWA, Outlook 2013, the iOS mail app, and Outlook Mobile. Whenever possible I move the message while leaving it unread, so as not to make Clutter think I’m interested.

The upshot: it works reasonably well, but it seems to have trouble learning about messages from some sources. For example, both Strava and Twitter alerts remain resolutely un-Cluttered even though I’ve been moving 100% of those messages, unread, to the folder. I think that’s because the message subject for these messages often changes to reflect the message contents (e.g. “@jaapwess retweeted a Tweet you were mentioned in!”) and that confuses the algorithm in some way. It may be that the algorithm used to categorize these messages needs more data to act on before it can decide. The downside of machine learning systems is that, as an end user, you often can’t see just what the machine has learned, only the actions it takes. In this regard, machine learning is somewhat like owning a cat. I can see that Clutter isn’t moving some messages I think it should, but I don’t have any way to see why, nor any way to effectively correct it. This reminds me of the good old days of training neural networks from HNC Software to do various interesting things and sometimes being bewildered by the resulting behavior.

One bit of good news: I have been very pleased to see no false positives; that is, Clutter has not taken any mail I wanted to read and treated it as clutter. If the price of zero false positives is that some real clutter isn’t treated as such, I’m OK with that.

The junk mail filtering infrastructure continues to catch some messages that might more properly be treated as clutter, e.g. the flood of marketing crap I get from GameStop. I don’t mind such messages being treated as junk, though.

One unexpected side effect is that I have been much more diligent than usual about unsubscribing from newsletters or marketing mails that I no longer care about. This has helped to cut the volume of clutter I have to deal with.

In closing, I note that no matter how many times I tell Clutter that notifications from Yammer should be treated as clutter, they keep going right into my Inbox. I suspect a conspiracy.

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The difference between supportability and patching

I’m at the annual MVP Summit this week, and everything we hear and see is pretty much NDA (except for pictures of Flat Tony). However, we just had a really interesting discussion that I think is safe to abstract here.

A couple years ago I wrote a post about what it means to be supported or unsupported. What I wrote then still stands: when Microsoft says something is unsupported, there can be multiple reasons for that label, and you do whatever-it-is at your own risk.

Microsoft’s support policy for Exchange 2013 can be summed up as “N-1”: when they release a new cumulative update (CU) or service pack, that version and the previous version are considered to be supported. So, in the fullness of time, when we get Exchange 2013 CU7, then CU6 and CU7 will be the officially supported versions.

It’s very clear that there’s a lot of confusion about what “supported” means in this context. Microsoft product support will always support you if you call for help with a product that’s within its lifecycle window. Call them today and ask how to configure Exchange ActiveSync on Exchange 2010 RU2, they’ll help you. Call to ask about an issue you’re seeing with DAG failover in Exchange 2013 CU2, they’ll help you. Call for help with Exchange 2003, and they may even help you on a best-effort basis.

What they won’t do is create fixes for bugs or problems in unsupported versions.

If you call them and say “hey, I’m having this problem with Exchange 2013 SP1,” they will help you troubleshoot it. If it’s a known problem, they may tell you “update to CU5 or later”– but Microsoft will not create a hotfix or IU that fixes that problem in SP1, or any other older version that’s outside that N-1 boundary.

So: help always, bug fixes only within the support boundary. Tell your friends.

 

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Microsoft announces data loss prevention, mobile device management for Office 365

Microsoft made a slew of Office 365 announcements at TechEd Europe this week. Taken collectively, they’re clear evidence of how Microsoft is executing their strategy of cross-linking capabilities across Windows, the Office suite, and Office 365.

Let’s start with data loss prevention (DLP), a feature first introduced in Exchange 2013. (Side note: I love it that yet another marquee feature in Office 365 was first shipped as part of Exchange.) The idea behind DLP is that you can have an automated system that will detect when users send out sensitive information (for certain selected values of “sensitive”) and take appropriate action, ranging from warning the user through a Policy Tip to journaling the message to notifying a person or group to blocking the message. DLP shipped with a template engine that allows Microsoft and its partners to build templates for different policies, along with a set of templates for common policies such as US HIPAA and PCI. However, Exchange 2013 DLP suffered from some limitations, chiefly that it only worked with messages sent through Exchange. Users only get Policy Tip warnings in OWA 2013 and Outlook 2013, and the template system seems primarily intended for use by a few specialized partners and not the general population.

Microsoft is addressing these problems by extending DLP into SharePoint Online and OneDrive for Business. While they haven’t discussed the specifics of how this will work, it seems reasonable that both SharePoint and ODB will consume the same policy templates used in Exchange, so that you can apply a consistent set of policies across the three products. Conspicuously absent from the announcement was any mention of bringing this capability to on-prem SharePoint. Maybe that was just an oversight.

The OneDrive for Business capability will be of huge interest to several of my large customers. Microsoft’s messaging around large, low-cost personal storage for business users is getting a lot of traction, with both users and enterprises eager to take advantage of it, but organizations have a reasonable concern that users will, accidentally or on purpose, put stuff in their ODB libraries that they shouldn’t. Assuming that you can define a DLP policy that covers what you don’t want stored in ODB, having this enforcement mechanism could potentially be very valuable.

In addition to these DLP extensions, Microsoft is giving Office 365 DLP the ability to recognize and act on tags created in the Windows Server file classification infrastructure (FCI). With this support, the automated metadata tags generated by FCI can be recognized by Exchange Online, SharePoint Online, and OneDrive for Business—so if you have, say, an Excel spreadsheet that’s classified as protected health information (PHI), the DLP infrastructure will recognize and treat it as such. I don’t have a good feel for how pervasive FCI is in the enterprise, since I don’t normally deal with file/print deployments, but I suspect that this is a nice 2-for-1 play for Microsoft: they can sell the benefits of FCI to cloud customers and sell the benefits of DLP that’s driven by FCI to entrenched on-prem customers.

Another major DLP improvement is coming in Office: Word, PowerPoint, and Excel will get support for Policy Tips. While it would be technically possible to roll this out into Office 2013, it wouldn’t surprise me at all to see this offered as a feature only in Office 16.

I’ll have a lot more to say about the details of these features once Microsoft releases more public details. While I’ll look forward to picking the collective brains of the Office 365 PM team at the MVP Summit, I don’t expect them to share any public details beyond what they’re showing in Barcelona. In the meantime, though, Microsoft is clearly trying to reinforce the ties between their core Office and Windows Server customers and Office 365, while at the same time providing some more tasty cloud-only features in an attempt to entice customers into drinking the 365 Kool-aid.

For another day, a more detailed analysis of Microsoft’s announcement that mobile device management (MDM) capabilities are being added to almost all of the existing Office 365 plans.

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Moving to Summit 7 Systems

It must be the season or something. Like several of my peers (e.g. Paul, Phoummala, and Michael, to name 3), I’m moving on from my current position to a unique new challenge. In my case, I’m taking the role of Principal Architect at Summit 7 Systems.

Astute readers may remember that, just about a year ago, I joined Dell’s global services organization as a global principal consultant. I was fortunate to work with a large group of extremely smart and talented people, including several MCMs (Todd, Dave, Andrew, Ron, and Alessandro, y’all know who I’m talking about!) Working for a large company has both its benefits and challenges, but I was happy with the work I was doing and the people I was working with. However, then this happened.

Scott Edwards, cofounder of Summit 7 and a longtime friend from my prior time in Huntsville, told me that he wanted to grow Summit 7’s very successful business, previously focused on SharePoint and business process consulting, to expand into Office 365, Lync, and Exchange. Would I be interested in helping? Yes, yes, I would. Summit 7 is already really well known in the SharePoint world, with customers such as NASA, Coca-Cola, Nucor Steel, and the State of Minnesota. SharePoint consulting is a very different world in many ways from what I’m used to, so it will be interesting, challenging, and FUN to carry the Lync/Exchange/365 torch into a new environment.

In my new role, I’ll be building a practice essentially from scratch, but I’ll be able to take advantage of Summit 7’s deep bench of project management, business process consulting, marketing, and sales talent. I’m excited by the opportunity, which is essentially the next step forward from my prior work as a delivery specialist. I am not yet taking over the role of Summit 7’s corporate pilot, but that’s on my to-do list as well. (A couple of folks have already asked, and the answer is: yes, I will be flying myself occasionally to customer gigs, something that Dell explicitly forbade. Can’t wait!)

This is an exciting opportunity for me and I relish the chance to get in and start punching. Stay tuned! (Meanwhile, you can read the official Summit 7 press release here.)

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MEC 2014 wrapup

BLUF: it was a fantastic conference, far and away the best MEC I’ve attended. The quality of the speakers and technical presentations was very high, and the degree of community interaction and engagement was too.

I arrived in Austin Sunday afternoon and went immediately to dinner at County Line on the Lake, a justly famous Austin BBQ restaurant, to put on a “thank you” dinner for some of the folks who helped me with my book. Unfortunately, the conference staff had scheduled a speakers’ meeting at the same time, and a number of folks couldn’t attend due to flight delays or other last-minute intrusions. Next time I’ll poll invitees for their preferred time, and perhaps that will help. However, the dinner and company were both excellent, and I now have a copy of the book signed by all in attendance as a keepsake— a nice reversal of my usual pattern of signing books and giving them away.

Monday began with the keynote. If you follow me (or any number of other Exchange MVPs) on Twitter, you already know what I think: neither the content of the presentation nor its actual presentation was up to snuff when compared either to prior MEC events or other events such as Lync Conference. At breakfast Monday, Jason Sherry and I were excitedly told by an attendee that his Microsoft account rep insisted that he attend the keynote, and for the life of me I couldn’t figure out why until the tablet giveaway. That raised the energy level quite a bit! I think that for the next MEC, Julia White should be handed the gavel and left to run the keynote as she sees fit; I can guarantee that would result in a more lively and informative event.  (For another time: a review of the Venue 8 Pro, which I like a great deal based on my use of it so far). One area where the keynote excelled, though, was in its use of humor. The video vignette featuring Greg Taylor and David Espinoza was one of the funniest such I’ve ever seen, and all of the other bits were good as well— check them out here. The keynote also featured a few good-natured pokes at the community, such as this:

Ripped

For the record, although I’ve been lifting diligently, I am not (yet) built like the guy who’s wearing my face on screen… but there’s hope.

I took detailed notes on each of the sessions I attended, so I’ll be posting about the individual sessions over the next few days. It’s fair to say that I learned several valuable things at each session, which is sort of the point behind MEC. I found that the quality of the “unplugged” sessions I attended varied a bit between sessions; the worst was merely OK, while the best (probably the one on Managed Availability) was extremely informative. It’s interesting that Tony and I seemed to choose very few of the same sessions, so his write-ups and mine will largely complement each other. My Monday schedule started with Kamal Janardhan’s session on compliance and information protection. Let me start by saying that Kamal is one of my favorite Microsoft people ever. She is unfailingly cheerful, and she places a high value on transparency and openness. When she asks for feedback on product features or futures, it’s clear that she is sincerely seeking honest feedback, not just saying it pro forma. Her session was great; from there, I did my two back-to-back sessions, both of which went smoothly. I was a little surprised to see a nearly-full room (I think there were around 150 people) for my UM session, and even more surprised to see that nearly everyone in the room had already deployed UM on either Exchange 2010 or 2013. That’s a significant change from the percentage of attendees deploying UM at MEC 2012. I then went to the excellent “Unplugged” session on “Exchange Top Issues”, presented by the supportability team and moderated by Tony. After the show closed for the day, I was fortunate to be able to attend the dinner thrown by ENow Software for MVPs/MCMs and some of their key customers. Jay and Jess Gundotra, as always, were exceptional hosts, the meal (at III Forks) was excellent, and the company and conversation were delightful. Sadly I had to go join a work conference call right after dinner, so I missed the attendee party.

Tuesday started with a huge surprise. On my way to the “Exchange Online Migrations Technical Deep Dive” session (which was good but not great; it wasn’t as deep as I expected), I noticed the picture below flashing on the hallway screens. Given that it was April Fool’s Day, I wasn’t surprised to see the event planners playing jokes on attendees, I just wasn’t expecting to be featured as part of their plans. Sadly, although I’m happy to talk to people about migrating to Office 365, the FAA insists that I do it on the ground and not in the air. For lunch, I had the good fortune to join a big group of other Dell folks (including brand-new MVP Andrew Higginbotham, MCM Todd Hawkins, Michael Przytula, and a number of people from Dell Software I’d not previously met) at Iron Works BBQ. The food and company were both wonderful, and they were followed by a full afternoon of excellent sessions. The highlight of my sessions on Tuesday was probably Charlie Chung’s session on Managed Availability, which was billed as a 300-level session but was more like a 1300-level. I will definitely have to watch the recording a few times to make sure I didn’t miss any of the nuances.

Surprise!

This is why I need my commercial pilot’s license— so I can conduct airborne sessions at the next MEC.

Tony has already written at length about the “Exchange Oscars” dinner we had Tuesday night at Moonshine. I was surprised and humbled to be selected to receive the “Hall of Fame” award for sustained contributions to the Exchange community; I feel like there are many other MVPs, current and past, who deserve the award at least as much, if not more. It was great to be among so many friends spanning my more than 15 years working with Exchange; the product group turned out en masse and the conversation, fellowship, and celebration was the high point of the entire conference for me. I want to call out Shawn McGrath, who received the “Best Tool” award for the Exchange Remote Connectivity Analyzer, which became TestExchangeConnectivity.com. Shawn took a good idea and relentlessly drove it from conception to implementation, and the whole world of Exchange admins has benefited from his effort.

Wednesday started with the best “Unplugged” session I attended: it covered Managed Availability and, unlike the other sessions I went to, featured a panel made mostly of engineers from the development team. There were a lot of deep technical questions and a number of pointed roadmap discussions (not all of which were at my instigation). The most surprising session I attended, I think, was the session on updates to Outlook authentication— turns out that true single sign-on (SSO) is coming to all the Office 2013 client applications, and fairly soon, at least for Office 365 customers. More on that in my detailed session write-ups. The MVPs were also invited to a special private session with Perry Clarke. I can’t discuss most of what we talked about, but I can say that I learned about the CAP theorem (which hadn’t even been invented when I got my computer science degree, sigh), and that Perry recognizes the leadership role Exchange engineering has played in bringing Microsoft’s server products to high scale. Fun stuff!

Then I flew home: my original flight was delayed so they put me on one leaving an hour earlier. The best part of the return trip might have been flying on one of American’s new A319s to Huntsville. These planes are a huge improvement over the nasty old MD80s that AA used to fly DFW-HSV, and they’re nicer than DL’s ex-AirTran 717s to boot. So AA is still in contention for my westbound travel business.

A word about the Hilton Austin Downtown, the closest hotel to the conference center: their newly refurbished rooms include a number of extremely practical touches. There’s a built-in nightlight in the bathroom light switch, and each bedside table features its own 3-outlet power strip plus a USB port, and the work desk has its own USB charging ports as well. Charging my phone, Kindle, Venue 8 Pro, and backup battery was much simpler thanks to the plethora of outlets. The staff was unfailingly friendly and helpful too, which is always welcome. However, the surrounding area seemed to have more than its share of sirens and other loud noises; next time I might pick a hotel a little farther away.

I’ll close by saying how much I enjoyed seeing old friends and making new ones at this conference. I don’t have room (or a good enough memory) to make a comprehensive list, but to everyone who took the time to say hello in the hall, ask good questions in a session, wave at me across the expo floor, or pass the rolls at dinner— thank you.

Now to get ready for TechEd and Exchange Connections…

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Getting ready for MEC 2014

Wow, it’s been nearly a month since my last post here. In general I am not a believer in posting stuff on a regular schedule, preferring instead to wait until I have something to say. All of my “saying” lately has been on behalf of my employer though. I have barely even had time to fly. For another time: a detailed discussion of the ins and outs of shopping for an airplane. For now, though, I am making my final preparations to attend this year’s Microsoft Exchange Conference (MEC) in Austin! My suitcase is packed, all my devices are charged, my slides are done, and I am prepared to overindulge in knowledge sharing, BBQ eating, and socializing.

It is interesting to see the difference in flavor between Microsoft’s major enterprise-focused conferences. This year was my first trip to Lync Conference, which I would summarize as being a pretty even split between deeply technical sessions and marketing focused around the business and customer value of “universal communications”. In reviewing the session attendance and rating numbers, it was no surprise that the most-attended sessions and the highest-rated sessions tended to be 400-level technical sessions such as Brian Ricks’ excellent deep-dive on Lync client sign-in behavior. While I’ve never been to a SharePoint Conference, from what my fellow MVPs say about it, there was a great deal of effort expended by Microsoft on highlighting the social features of the SharePoint ecosystem, with a heavy focus on customization and somewhat less attention directed at SharePoint Online and Office 365. (Oh, and YAMMER YAMMER YAMMER YAMMER YAMMER.) Judging from reactions in social media, this focus was well-received but inevitably less technical given the newness of the technology.

That brings us to the 2014 edition of MEC. The event planners have done something unique by loading the schedule with “Unplugged” panel discussions, moderated by MVP and MCM/MCSM experts and consisting of Microsoft and industry experts in particular technologies. These panels provide an unparalleled opportunity to get, and give, very candid feedback around individual parts of Exchange and I plan on attending as many of them as I can. This is in no way meant to slight the many other excellent sessions and speakers that will be there. I’d planned to summarize specific sessions that I thought might be noteworthy, but Tony published an excellent post this morning that far outdoes what I had in mind, breaking down sessions by topic area and projected attendance. Give it a read.

I’m doing two sessions on Monday: Exchange Unified Messaging Deep Dive at 245p and Exchange ActiveSync: Management Challenges and Best Practices at 1145a. The latter is a vendor session with the folks from BoxTone, during which attendees both get lunch (yay) and the opportunity to see BoxTone’s products in action. They’re also doing a really interesting EAS health check, during which you provide CAS logs and they run them through a static analysis tool that, I can almost guarantee, will tell you things you didn’t know about your EAS environment. Drop by and say hello!

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Office 365 beta exams: a few thoughts

Last week I took the beta versions of the two MCSA exams for Office 365: 71-346 is Managing Office 365 Identities and Requirements and 71-347 is Enabling Office 365 Services. I thought it might be useful to write up a few NDA-safe notes on the exams and the topics they cover. Keep in mind that the questions on the beta exam are there because they’re being tested; the objective domains (ODs), or areas of knowledge being tested, won’t change but the specific questions probably will as the beta identifies “bad” questions (those that everyone gets right or everyone gets wrong are immediately suspect!) The Microsoft exam development process is really complicated; to summarize, by the time the exams hit beta, the knowledge areas to be tested are set in stone but the questions themselves can be modified, or thrown out, based on beta exam feedback.

First, be forewarned that there are no formal study materials for these exams. I hear that Office 365 Admin Inside Out from MS Press is decent, but haven’t read it yet. Be prepared to do a lot of binging to look up specific things that you want to know how to do.

Second, the absolute best way to prepare for the exam is to sign up for a trial Office 365 E3/E4 tenant and make sure that you know how to do everything mentioned in the exam objectives in both PowerShell and the GUI. This is baloney, and it has been a hot topic of debate in the MVP community. IMHO there is little value in asking an examinee to show that they know how to do something in PS which is trivial to do in the GUI, especially if it’s a one-time task like setting up Azure RMS. Nonetheless, that’s the requirement.

For 346, specific things you should probably know include:

  • How to add a new tenant, from scratch. This includes choosing a region (and what effect that has), setting the domain purpose, and confirming domain ownership.
  • How to configure DNS records and firewall settings: SRV, CNAME, and MX records, what they point to, etc.
  • How to design ADFS: how to size it, when to use SQL Server instead of WID, and so on. Note that actually doing HA or DR with ADFS is not one of the topics listed in the OD, but you’ll need to know how to do it anyway. The ADFS 2.0 documentation content map is very helpful here.
  • How to administer (parts of) ADFS, including installing it (prerequisites too) on both Windows 2008 and 2012 (but not R2), controlling filtering, and managing dirsync. I have heard that there are questions in the pool that cover ADFS 3.0 but don’t know if that’s true.
  • How you’d conduct a pilot, including how to use connected accounts and mail forwarding.
  • What the different administrative roles in 365 are for and what they can do, including how to manage delegated admins.
  • How to provision / license users through the 365 Admin Center.
  • Basic account management through PowerShell: creating users, modifying their properties, licensing them, etc. Nothing too exotic; I expect most Exchange and Lync admins can do these types of things now without difficulty.
  • How to provision, enable, and administer AD RMS, a surprisingly cool technology that Brian Reid has written about at length already.
  • What the mail flow/message hygiene reports are and what you can do with them
  • How to do daily admin tasks: checking service health, using the RSS feeds, opening service tickets, etc.
  • Troubleshooting using the Remote Connectivity Analyzer and MOSDAL

347 is a little more of a mixed bag because it contains both admin-level material similar to ODs in 346 plus a smorgasbord of other stuff. The most important thing to know here: you must know how to do stuff with SharePoint Online. Out of the 53 questions on my beta exam, 12 of them (22.6%) were related to SPO.  Given that about 0.5% of my actual knowledge relates to SPO, that was a problem. I don’t use it, and I haven’t worked on the SPO-related parts of any deployments for Dell customers, so I was unprepared. Don’t be like me. Be prepared to demonstrate that you know:

  • All about Click-to-Run, including how it differs from MSI installations, how you customize what gets installed, how the installs themselves work, etc.
  • All about Office Telemetry. Never heard of it? Neither had I. Its inclusion in these exams seems a bit odd, since I suspect you’d see people running it before deploying Office 2013 on-prem too. It’s been a while since I was directly involved in the world of desktop deployment, though, so maybe everyone but me knows about them.
  • How to manage SPO site collections, including how to share and unshared them, set quotas, etc.
  • How to provision (including how to license) Excel and Visio Services
  • How to manage proxy, reply-to/default addresses, resource mailboxes, external contacts, and groups in Exchange— standard stuff for working Exchange admins.
  • How to work with archiving policies on both Exchange and Lync, including integration with Exchange 2013’s in-place hold mechanism
  • How to set up Lync settings for external access, including visibility of presence and per-user access to PIC

Again, you need to know how to do these things in both PowerShell and the GUI, despite the fact that many of the tasks in the ODs will be things you do once (or maybe quarterly, at most).

Should you take the beta exams? It depends, I guess. They cost the same as the “real” exam, and they’re subject to the same “Second Shot” MS program that grants you one retake of a failed exam. So you could sign up and take the beta now for $150, then take the real exam for free if you don’t pass. Based on the state of the exam questions I saw, and the lack of structured training materials, I don’t recommend that you rush to take the exam, though; the real version goes live on 17 February. Until then, your time would probably be better spent setting up a scratch tenant that you can play with, then running through the list of ODs to make sure that you know how to do the things on the list.

I’d be interested in hearing from people who took the exam to see how well you think the exam actually matches up with what Office 365 admins and designers need to know in the real world.

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MEC and Lync Conference 2014 session list (partly) released

The fine folks in charge of organizing the Microsoft Exchange Conference have released a partial list of the sessions that will be on offer, as well as a list of speakers (oddly enough, the speakers are in alphabetical order by first name… ooops). There are some surprises in the mix, and I expect a few more once the full list of sessions is released in the near future.

First, there’s clearly a heavy emphasis on panel-style discussions: there are no fewer than 8 “Experts Unplugged” sessions featuring product managers from the Exchange team. I’m moderating the UM panel session, which should be a good opportunity for people to have their in-depth UM questions answered by the PMs who own the features in UM. In addition, the support team has a session called “Experts Unplugged: Exchange Top Issues – What are they and does anyone care or listen?” that I can almost guarantee will be worth your time. Amir, Jennifer, Scott, Shawn, Tim, and Nino did a very similar panel at the MVP summit and it was extremely informative— plus they’re a fun bunch to talk to. I expect the other panels to be of equal quality, and the fact that there’s one per track is a good sign that the Exchange team is interested in getting two-way feedback from the community.

Second, there’s a nice mix of topics covered: a number of sessions promise to compare or contrast the on-premises and service environments (I’m particularly looking forward to “Engineers vs Mechanics”), and there seems to be a balance between architectural-focused sessions that explain design principles and sessions focused more narrowly on how to administer, manage, or use features such as RBAC (presented by Bhargav Shukla, who taught RBAC for the late lamented MCM program) and archiving. This balance between explaining why features work a particular way and how to use them was a hallmark of MEC last year, and I’m pleased to see it continuing in the sessions this year.

There are a couple of sessions whose abstracts are missing or incomplete. For example, the “Enterprise Social” session promises to “discuss Social experiences in the MSFT suite beyond e-mail.” I’d bet $5 that this is a code phrase for “talking about Yammer,” but we’ll see. As we get closer to MEC, expect to see more detailed abstracts, as well as additional sessions.

Turning abruptly to Microsoft’s other major unified communications conference: I’m speaking for the first time at Lync Conference (which lacks a catchy acronym so far: I suggest “LyC”, pronounced “like”). The session list is worth a careful review; I don’t know if there are more sessions forthcoming, but the ones that are there focus much more heavily on on-premises topics than the MEC sessions do, and there’s an entire track titled “Business Value” dedicated to helping attendees identify areas where Lync can add value to their environments and then squeeze that value out as rapidly as possible. There is also a “Lync Online” track shown in the track selection pulldown but it shows no sessions right now— I’m sure they’ll appear in the near future. It looks like the content for the developer-focused track will be super technical; it will be interesting to see how the level of detail in those sessions compares to the developer-track session at MEC. I get the sense that there will be more admins-who-are-interested-in-development at MEC and more developers-who-write-code-every-day at LyC, but I could be wrong.

My Lync Conference session is a 300-level look at integration between Exchange 2013 and Lync 2013. It’s nicely complemented by Jens Trier Rasmussen’s 400-level session on the same topic; we’ll be working together to coordinate topics. The Lync Conference also features sessions presented by sponsors; Dell (or, more precisely, Michael Przytula, my boss) will be presenting one. I’ll have more to say about its contents when we get closer to showtime.

I’m looking forward to both shows— meeting with the community is always really energizing, and both shows have a great session lineup. If you haven’t already registered for one or both, you should strongly consider it while early registration is still ongoing. What you learn in a single session can easily save you (or make you) enough money to make the entire trip worthwhile, and the social and community benefits of attending are icing on the cake. See you there!

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