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[Client Name]Microsoft Exchange Requirements & Planning[INSERT DATE]Table of Contents TOC \o "1-3" \h \z \u Overview PAGEREF _Toc392583883 \h 3General Section PAGEREF _Toc392583884 \h 4Customer Details PAGEREF _Toc392583885 \h 4Deployment Planning Services Participants PAGEREF _Toc392583886 \h 5Project Drivers PAGEREF _Toc392583887 \h 6Infrastructure Details PAGEREF _Toc392583888 \h 7Clients PAGEREF _Toc392583889 \h 7Network PAGEREF _Toc392583890 \h 8Internet Access PAGEREF _Toc392583891 \h 9Active Directory PAGEREF _Toc392583892 \h 10Structure PAGEREF _Toc392583893 \h 10Domain Controllers and Global Catalog Servers PAGEREF _Toc392583894 \h 11PKI and Certificates PAGEREF _Toc392583895 \h 12Virtualization PAGEREF _Toc392583896 \h 12Lync UC Infrastructure PAGEREF _Toc392583897 \h 13Exchange Infrastructure PAGEREF _Toc392583898 \h 14Message Hygiene PAGEREF _Toc392583899 \h 15Co-Existence and Transition PAGEREF _Toc392583900 \h 15Mailbox Configuration PAGEREF _Toc392583901 \h 16Public Folders PAGEREF _Toc392583902 \h 16Address Lists and Admin Groups PAGEREF _Toc392583903 \h 17Internet Email PAGEREF _Toc392583904 \h 17Other Server Services PAGEREF _Toc392583905 \h 18Management and Operations PAGEREF _Toc392583906 \h 19APPENDIX – Detailed Data PAGEREF _Toc392583907 \h 20OverviewThis questionnaire asks questions that are relevant to the Exchange Deployment Planning Services offerings. The goal of this document is to collect information to assist the delivery consultant with:Understanding your environmentProperly defining the scope / agenda of the Deployment Planning Service engagement Complete this questionnaire as completely as possible and return it to the delivery consultant.General SectionCustomer DetailsInformation TypeDetailsCompany nameIndustryCustomer contact nameCustomer contact e-mail addressCustomer phone numberCountry codeArea codePhone numberCompany Web site addressCompany locationCompany street addressCity Location informationCompany postal addressPostal OfficeCity Postal codeCountryDeployment Planning Services ParticipantsIn the following table (which contains an example entry), provide contact information for the representatives of the business units that will be involved in the engagement.NameTeamRoleE-mail addressPhone numberPeter DornerExchangeManagersomeone@123-456-7890Project DriversProject DriversWhat is driving the organizations move to Exchange 2010/2013? Business drivers, technical drivers, specific events?List the top five current Exchange issues / challenges:What new capabilities/features are desired?List the top 5 most important requirements for ExchangeInfrastructure DetailsClientsCharacteristicCommentNumber of end users:Number of remote end users:Number of workstationsNumber of Windows XP (specify SP level)Number of Windows 7/8 (Specify SP level)Number of Office 2003 SP1Number of Office 2007 and upPlan to upgrade to at least Windows 7 and Office 2010?Percentage of mobile users:NetworkCharacteristicCommentNetwork complexity: (choose an appropriate diagram from the following table and enlarge)Number of geographic sites:Number of geographic sites with more than {1000 } 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)Where are the firewalls?Are their WAN optimization devices in use? If so, where and what are they? What kind of traffic is optimized?Do you currently have a DMZ?Internet AccessCharacteristicCommentWhich sites provide Internet access? Insert a diagram if available.What is the Internet DNS architecture? Are you using AD integrated DNS or a 3rd party appliance/OS providing DNS service? Do you use split-DNS?Do you use a geographic based DNS solution? Can you route users to specific datacenters based on the user’s location?Do you have access to modify your own public DNS records?What is your reverse proxy solution?Active DirectoryStructurePlease attach drawing showing your site topology as well as one showing Forest/Domain topology. Please indicate any trust relationships that exist between forests / domains.CharacteristicCommentFunctional level of each forest with Exchange installed into that forest:Functional level of each domain with Exchange installed into that domain:What is the OS and service pack of the schema master for each forest where Exchange is installed? Specify the platform (32 or 64 bit)Number of Active Directory sitesNumber of Active Directory sites that host Exchange which do not contain a Windows Server 2003 service pack 2 or higher global catalogDo all Active Directory sites where Exchange Server will be present have a writeable Domain Controller? If not, which ones do not?Number and name of Active Directory DomainsNumber and name of Active Directory ForestsNumber and name of Active Directory Domains with Exchange installed into that domainNumber and name of Active Directory Forests with Exchange installed into that forestAre any domains with Exchange installed single-label domains?Are all FSMO role holding DCs at Server 2003 SP2 or higher? If not, which ones are not?What DNS is in use? Do all DNS servers support SRV records and dynamic updates?Are reverse lookup zones defined for all subnets where Exchange servers will reside?Other important information:In which forest and domains are the users located?Domain Controllers and Global Catalog ServersCharacteristicCommentIn sites where Exchange is or will be installed please indicate the Number and OS of the Global Catalogs – be specific about the OS version and service pack and platform (32 or 64 bit)Number of OS of the Domain Controllers (if they are different servers than the GC’s) -– be specific about the OS version and service pack and platform (32 or 64 bit)Are all Domain Controllers at the latest Service Pack available for that OS version?What Active Directory based services are in useWhat is the current size of the AD database?PKI and CertificatesCharacteristicCommentAre SSL certificates in use on existing servers (Exchange, web, SharePoint, OCS, etc...)?Are SAN certificates in use?Any wildcard certificate in use?Are certificates home-grown or purchased from a CA?Is there an internal Public Key Infrastructure in the environment?VirtualizationCharacteristicCommentDo you anticipate deploying Exchange on physical servers or virtual?If virtual, what type of virtualization are you using today?What Exchange roles are virtualized?Lync UC InfrastructureCharacteristicCommentDo you currently have Lync deployed in your environment?If Lync does exist, please state what type and OS version currently onDo you intend on integrating Lync UC infrastructure with Exchange?Exchange InfrastructureCharacteristicCommentWhat version of Exchange are you using today?Number of Exchange server broken down by typeOther message relating servers (spam, virus filtering, archiving, fax gateways, voice etc.)?If Exchange 2007, 2010 or 2013 have you deployed Unified Messaging?Is Exchange Autodiscover and Exchange Web Services (EWS) resolvable both on the internal and external network?What is your primary SMTP namespace?What other SMTP namespaces are you using?Is High Availability in use today? Is high availability a requirement? If so, what are the high availability (HA) and Business Continuity needs?Current backup tools, methodologyBackup goals for the futureIs there a documented service level agreement relating the Exchange service?Describe your Disaster Recovery planHave these DR scenarios been tested and verified?Message HygieneCharacteristicCommentAntivirus software used and where (desktop, mailbox, edge server etc.)?Antispam software used and where (desktop, mailbox, edge server etc.)?Co-Existence and TransitionCharacteristicCommentAny legacy connectors (x.400, Notes etc.)?Migration tools implemented or used in the past?Migration tool currently available? Please specify name and versionAre there future plans forUC, Compliance, Archiving?List applications that are using Exchange server to send e-mails directlyList applications that are using Exchange to send e-mails using Public folders, Mailbox, Distribution listMailbox ConfigurationCharacteristicCommentTotal number of mailboxes?Total number of conference room mailboxes?Total number of shared mailboxes?Mailbox storage type?Mailbox database replication method?Average mailbox soze?Highest mailbox size?Any mailbox quotas?Average message size?Maximum allowed message size?Retention policies and settings?Do Exchange administrators have Domain Admin access to all domains?Public FoldersCharacteristicCommentNumber of public foldersSize of public foldersPublic folder replication topology?Address Lists and Admin GroupsCharacteristicCommentNumber and name of address spaces?Number of address lists?GAL/Address list segmentation?Number of distribution lists?Number and details of routing groups?Internet EmailCharacteristicCommentHow Exchange send and receive e-mail from the Internet (any message gateway)?List transport rules and its detailsList all SMTP domain that currently are routed through ExchangeMaximum allowed message size?Maximum Inbound message size?Maximum outbound message size?Maximum message size between sites?Any hosted services?Number and details of routing groups?Other Server ServicesCharacteristicCommentDo you have a fax solution in place?List all 3rd party applications whose using the existing Exchange infrastructureDo you have UM solution deployed? Where and how many users?Management and OperationsCharacteristicCommentNumber of dedicated Exchange staffDo Exchange administrators have Schema Admin and Enterprise Admin access to all forests?Do Exchange administrators have Domain Admin access to all domains?Will VPN access be provided as required to work remotely? Are there any types of restrictions?Will vendor be granted AD Domain Admin rights to perform deployment?Do you have any custom RBAC configurations in place? If so, please define.APPENDIX – Detailed DataInclude any network diagrams, 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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