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Transitioning to Exchangeat Sloan
Tips, Tricks & Assorted Helpful Hints
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!
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
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
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
Training
• Present training classes the day before transition
• Currently PC/Outlook focus and OWA
A Word About Entourage
• Entourage works pretty much the same as Outlook– Inviting people to meetings– Accept email invitations
Applemail WorkaroundsIf 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
Post: Things clients do
• Set up their own designates/delegates• Redo their Allow lists in Brightmail
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
Glitches and Quirks, cont’d
• Auto-responder (inside and outside – pretty much everyone is “outside”); message goes out once a day only
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
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
