Transitioning to Exchange at Sloan

1. Transitioning to Exchangeat Sloan Tips, Tricks & Assorted Helpful Hints

2. Overall • Works very well • For the most part it makes things easier for clients • People who have been using Outlook don’t have a huge learning curve • Streamlines things a lot for people using multiple machines and mobile devices • IS&T does data transfer!

3. 5 Easy Pieces • Client questionnaire at least a week or 2 ahead • Preparation during the week before • Things we do • Things clients do • Training day before • Client transition • Post: Things clients do

4. Client QuestionnaireWhy? • Give discussion points so we can work with user decide how to proceed with their transition • So we know what we have to do ahead of time • So we know how much work we have to do the day of • Use day of, during transition

5. Client QuestionnaireDocuments

6. Preparation • Things we do • Order the resource calendars • Provide access lists for associated moira lists • Establish BES accounts for Blackberries • Schedule transition date with MIT at least a week before • Discuss with clients: calendars (multiple vs. one,) mobile devices • Things clients do • Run updates • Do backup of local mail

7. Training • Present training classes the day before transition • Currently PC/Outlook focus and OWA

8. Client Transition • Checklists – Mac and PC Documents

9. A Word About Entourage • Entourage works pretty much the same as Outlook • Inviting people to meetings • Accept email invitations

10. Applemail Workarounds If client is married to Applemail • Can configure email via IMAP • Have to accept limitations • No real-time sync w/ calendar and contacts; • Can configure Entourage, and then sync them with Exchange by opening periodically • Can’t invite people to meetings • Can with OWA Lite but the view isn’t the best • Full Exchange support with Snow Leopard

11. Post: Things clients do • Set up their own designates/delegates • Redo their Allow lists in Brightmail

12. A Few Glitches and QuirksOutlook • Random reminders for very old meetings imported from Techtime – stops after while • Resend message – often barfs unless you blank-out the from address • Reply-all usually includes you • Inviting people to meetings: probs if Contacts is first in address book – use Add Attendees • Auto-complete referring to contacts in personal folder after they’ve been moved

13. Glitches and Quirks, cont’d • Auto-responder (inside and outside – pretty much everyone is “outside”); message goes out once a day only

14. Glitches and Quirks, Entourage • Entourage: When you open resource calendar it looks empty – however, free/busy time shows accurately when inviting to a meeting • Rules created in Entourage only work on the computer that you created them on • To see busy/free information in the calendar, VPN must be installed and running when off campus

15. Entourage Glitches, cont’d • Entourage does not support Global Address List (GAL) GAL. You will need to configure Entourage to use MIT's LDAP server to access the MIT directory. • For webmail, OWA Lite has to be used on Mac – Not very pretty • Full OWA coming to all major browsers with Exchange 2010