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Exchange Deployment Planning Services is a Microsoft defined and funded service delivered through Microsoft Partners. This planning service is based on transitioning an Exchange 2003 environment to Exchange 2007 or Exchange 2010.

This document is a summary of what is included in each of the Exchange Deployment Planning Services (EDPS) engagements.

EDPS Engagement Activities Overview

EDPS Engagement Activities 3-Day 5-Day 10-Day 15-Day

Strategy Briefing x x x

Exchange Technical Sessions x x x

Exchange 2007 Virtual Lab x x

Vision/Scope Document and Conceptual Architecture x x

3-Day EngagementDescriptionThe 3-day engagement enables your Exchange technical staff to be exposed rapidly to standard Microsoft Exchange Server 2007 SP1 Architecture and Deployment planning methodology. Most of the content of this engagement will be delivered through a series of interactive technical sessions, covering most aspects of an Exchange Server 2007 or 2010 deployment. During these sessions, Insight will work with your staff to map individual product features to your environment, through interactive discussions.

At the end of this engagement, you will have gained knowledge of the key features of Microsoft Exchange Server 2007 SP1 and how it might integrate into your environment. You will also be provided with a customized roadmap for planning the next steps of your Exchange Server deployment.

Activity Preparation •CustomerQuestionnaire •Off-siteengagementpreparation

The Microsoft Business Productivity OnlineSuiteisasetofhostedmessaging and collaboration solutions:

Microsoft Exchange Online: Works with Active Directory and extends rich capabilities to users with a single sign-on, including e-mail, shared calendaring, and contacts.

Microsoft SharePoint Online: Helps employees create and manage custom team and project-focused intranet sites for collaboration and document sharing.

Microsoft Office Live Meeting: Allows users to set up project meetings, brainstorm ideas, edit files, collaborate on whiteboards, and negotiate deals without the cost and hassle of travel.

Microsoft Office Communications Online: Delivers robust instant messaging (IM) and presence functionality that enables real-time person-to-person communication via text, voice and video, across an organization.

Exchange Deployment Planning Service Engagement Descriptions

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Day 1 – Strategy Briefing Session & Technical Session •EngagementKickoff •Customer’sbusinessanddeploymentgoals.Deploymentchallenges. •ExchangeServer2007and2010FeaturesandBenefits •ExchangeServer2007and2010ArchitectureandPlanning Day 2 – Technical Sessions •ExchangeServer2007and2010Deployment •ExchangeServer2007and2010OperationsandManagement •ExchangeServer2007and2010Security Closeout •Off-sitedocumentation •EngagementClosuremeeting

DeliverablesEDPS Summary and Exchange Deployment Plan: This document will provide, over a few pages, a summary of the information uncovered during the 3-Day engagement, as well as a high-level deployment roadmap. Given the limited time available to collect your organizational specifics and for documenting the findings, a very structured template will be used for this purpose. The document will include your organizational specifics, enumerate the main deployment challenges and list recommended actions for you to take at the end of the engagement. You can use this document to engage internal IT teams, partners and vendors in deployment planning discussions and proposal generation.

5-Day EngagementDescriptionThe 5-Day engagement is essentially based on the 3-Day engagement, with the addition of an Exchange Server 2007 and 2010 leave-behind lab, and extended time for the Strategy & Planning workshops. The leave-behind lab will be based on two Virtual Machines, and will be used to demonstrate product functionality and execute scenarios such as transitioning users from Exchange 2003 to Exchange 2007 or 2010.

The 5-day engagement enables your Exchange staff to be exposed rapidly to standard Microsoft Exchange Server 2007 SP1 Architecture and Deployment planning methodology. This engagement will be delivered through a series of interactive technical sessions, covering most aspects of an Exchange Server 2007 or 2010 deployment. Insight will work with you to map individual product features to your environment through these sessions, and through the deployment of a lab environment.

At the end of this engagement, you will have gained knowledge of the key features of Microsoft Exchange Server 2007 SP1 and how it might integrate into your environment.

Activity Preparation •CustomerQuestionnaire •Off-siteengagementpreparation Day 1 – Strategy Briefing Session & Technical Session •EngagementKickoff •Customer’sbusinessanddeploymentgoals.Deploymentchallenges. •ExchangeServer2007and2010FeaturesandBenefits •Technicalsession:ExchangeServer2007and2010ArchitectureandPlanning Day 2 – Technical Sessions •Technicalsession:ExchangeServer2007and2010Deployment •Technicalsession:ExchangeServer2007and2010OperationsandManagement •Technicalsession:ExchangeServer2007and2010Security

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Day 3 – Lab Deployment and Sessions •IntroductionandcustomizationoftheExchangeLabenvironment(virtual) •ExchangeLabscenarios Day 4 – Strategy & Planning •StrategyWorkshop •PlanningWorkshop Closeout •Off-sitedocumentation •EngagementClosuremeeting

DeliverablesEDPS Summary and Exchange Deployment Plan: This document provides a summary of the information uncovered during the 5-Day engagement, as well as a high-level deployment roadmap. It includes your organizational specifics, enumerates the main deployment challenges and identifies the recommended actions for you to take at the end of the engagement. You can use this document to engage internal IT teams, partners and vendors in deployment planning discussions and proposal generation.

Exchange Server 2007 and 2010 Lab: A functional Exchange Server 2007 and 2010 deployment will be provided as a leave-behind, provided that your organization can prepare suitable hardware in advance of the engagement to host the virtual environment. The lab is a virtual, pre-packaged, environment that will be customized with your involvement. The lab includes two Virtual Machines: anActiveDirectoryDomainControllerwithExchangeServer2003,andanExchangeServer2007and2010server(consolidatedCAS,HUB,MBXroles).Thelabwillbeusedtoruncustomscenarios, such as a mailbox migration, but will not be representative of a production deployment. A more complex lab environment, more representative of your environment, may be deployed as an additional service outside the scope of the EDPS offering.

10-Day EngagementDescriptionThe 10-day engagement does not include the 5-day offering, and must therefore be considered as a separate item, which can be completed alone or in combination with the 5-day engagement. The intended audience for a 10-day engagement is directed to Technical and Business decision makers. The 10-day engagement will help drive your organization through the envisioning process for an Exchange Server 2007 or 2010 infrastructure deployment, and transition from Exchange Server 2003. As part of this engagement, Insight will conduct a series of requirements gathering workshops and interviews with your staff, which will contribute to the elaboration of a high-level Vision/Scope document. These workshops will target different groups of stakeholders and will collect information about business, functional and technical requirements. The requirements include consolidation considerations, administrative practices, service and operational level agreements, compliance, client access, backup and disaster recovery. This engagement focuses on capturing only key requirements and major components of the existing environment. The more detailed requirement gathering will be conducted if you decide to proceed with an Exchange 2007 or 2010 design engagement outside of the EDPS offering.

At the end of this engagement, you will be presented with a single Vision/Scope document. The document will: •Describethecurrentenvironment •Introducethefutureenvironment •Explainthevalueofthenewsolutionbyconnectingthebusinessgoalsandobjectivesto

your specific expectations •Providethehigh-levelsolutionconcept •Enumeraterequirements,assumptionsandconstraints •Setthesolutionscope,bydefiningwhat’sinandwhat’soutofscope •Presentalead-intothearchitecturaldesign

ABOuT InSIghT

Insight is a technology solutions provider serving global and local clients in 170 countries. Today, thousands of clients, including more than 80 percent of the Global Fortune500,relyonInsighttoacquire, implement and manage technology solutions to empower their business. Insight provides software and licensing services globally. In addition, we offer a comprehensive portfolio which also includes networking, hardware and value added services for our clients inNorthAmericaandtheU.K.Weare aggressively expanding our global capabilities by introducing new offerings, including hardware and services, to meet emerging needs for our clients worldwide. Insight is ranked No. 484 on the 2009 Fortune500.

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At the closure of this engagement, Insight will present a plan to assist you with the planning of the next phases.

ActivityThe10-dayengagementismorefluidthanthe3and5dayworkshopengagements.Thereisn’taset agenda provided by Microsoft. The engagement will contain the following components: •Pre-engagement questionnaire: the questionnaire is sent to you at the beginning of the

engagement to capture the characteristics of the current environment, including network analysis, directory services, current messaging solution, service and operational level agreements, and support model. Your staff will need to complete the questionnaire before the commencement of the engagement.

•Requirements gathering workshops: After analysis of the completed questionnaire, Insight will conduct a series of workshops with different groups of stakeholders to collect business, operational and functions requirements. Typically the workshops are conducted as a set of half-day activities.

•Vision/Scope Document: Insight will complete the Vision/Scope document. Typically this activity takes about three and a half-days and will be done off site.

• Presenting results: Insight will prepare the presentation and present the Vision/Scope to your team. Typically the preparation takes one day and is done off site with half a day presentation on site.

DeliverablesVision/Scope document: The contents of the Vision/Scope document are the result of the engagement questionnaire and discussions between Insight and your staff. This document will cover Business Requirements,CurrentEnvironment,TechnicalRequirementsandOperationalRequirements.Itwill also present a conceptual architecture, and will provide an aid to estimate Hardware costs for the deployment of the solution.

15-Day EngagementDescriptionThe 15-day offering is the combination of the 5-Day and the 10-Day offerings. It will provide your Exchange staff with both the technical insight required to plan for Microsoft Exchange Server 2007 or 2010, and with a high-level Vision/Scope document.

Overthecourseofa15-dayoffering,moretimemaybeinvestedinlabcustomizationandinhigh-level project planning activities.

ActivityAll activities from the 5-day and 10-day engagements.

DeliverablesAll deliverables from the 5-day and 10-day engagements.

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