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Deploying the Client for Microsoft Exchange Server 2010 : Planning Considerations and Best Practices

2/16/2011 2:35:39 PM
Before deploying the Microsoft Outlook client, organizations should carefully evaluate their messaging needs and take a good look at their existing environment. There are many facets to the deployment of any software solution, and organizations with complex environments and messaging needs will only be successful in their implementation if they plan accordingly.

Identifying and documenting various client needs, reviewing the overall network topology, and reviewing recommended best practices can allow administrators to greatly enhance the performance of each deployment and ensure a transparent client installation.

Network Topology Bandwidth Consideration

When planning the deployment of Outlook clients to end users, administrators should take their existing network environment into account to avoid network disruptions or bandwidth saturation that could impact their user community.

When evaluating the network environment in a single-site deployment, the primary focus should be on ensuring adequate bandwidth for the client deployment. By planning the deployment in small groups, or after normal business hours, administrators can avoid negatively impacting their user community.

With multisite organizations, administrators must review the available network bandwidth on wide area network (WAN) links. Because these types of connections are generally significantly slower than local area network (LAN) connections, it can be challenging to deploy multiple Outlook clients simultaneously without negatively impacting the overall WAN performance. If this is done during normal working hours, or during periods of high network utilization (during the evenings when network backups are being performed, for example), communication problems can result.

One way to avoid passing large amounts of data across the WAN is through the use of administrative distribution points that contain copies of the files necessary for installation. By placing an administrative distribution point at each remote location, deployments can be managed centrally while minimizing the traffic across the WAN link. This can help avoid bandwidth saturation and can improve overall implementation times.

Planning Best Practices

To assist in the planning process when deploying the Outlook client, the following best practices are offered for review:

  • Deploy the Outlook client with the Microsoft Office suite to provide enhanced functionality, such as the ability to utilize Microsoft Word as the Outlook client email editor.

  • Be sure to document all profile settings and configuration options for each transform, PRF, and custom installation file.

  • Always test deployment options and profile generations in a lab environment prior to deploying to actual clients.

  • Deploy Outlook and preconfigured settings to a pilot group prior to full deployment. Administrators should work with these pilot users on testing all aspects of the application prior to widespread distribution.

  • Break users into small, easily managed groups for deployment. Deploy the client software in phases to these groups to ensure “morning-after” supportability.

  • When creating and naming configuration files, use unique naming conventions based on the group or configuration options being focused on. For example, when configuring options for workstations in the Public Relations department, you can name the file public_relations.prf to avoid confusing it with other configuration files.

Addressing Remote and Mobile Client Systems

When planning the Outlook client deployment, special attention must be paid to the needs of remote and mobile clients. With remote and mobile users accessing the business network environment using many different methods, administrators should consider what might happen to clients who access the network over low-bandwidth links, such as virtual private network (VPN) or Remote Access Server (RAS) dial-up links.

One method to avoid this problem is to schedule remote and mobile users to come to a location where administrators can perform the installation manually. This can be accomplished during monthly or quarterly meetings or during sales calls near a corporate office. Alternatively, user workstations can be shipped to a central location where administrators can install the application and return the machine to the user. This method is often used during full software upgrades, or in situations where the installation process requires special know-how beyond the average end user.

As an additional alternative, rarely used except with senior executives, administrators can travel to the client location to perform the needed work.

Managing the Outlook Deployment

Managing the deployment of Outlook clients can be much easier when utilizing a software deployment tool, such as Microsoft System Center Configuration Manager 2007 (SCCM). With Microsoft SCCM, deployments can be tracked and managed down to the desktop level. Administrators can identify which desktops need the Outlook client, deploy the Outlook client, and even identify and track any failed installations utilizing the reporting functionality built in to SCCM 2007.

When options such as SCCM are not available, it can be extremely difficult to track the deployment of the client and determine overall progress. The tools available in the ORK do not present any evidence on the installation progress, nor does the use of Windows 2003 or Windows Server 2008 Group Policy. However, you can use the following methods to gather a limited amount of information:

  • When using Windows Server Group Policy, administrators can filter the server Application Event Logs to search for any events generated by the MSI Installer.

  • On the local machine, administrators can use the Add or Remove Programs application in Control Panel to determine if the Outlook update package is listed. By utilizing the Remote Desktop feature built in to Windows Vista, this option can be accomplished remotely.

Other  
  •  Deploying the Client for Microsoft Exchange Server 2010 : Understanding Deployment Options
  •  Deploying the Client for Microsoft Exchange Server 2010 : Outlook 2007 Auto Account Setup
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  •  Leveraging and Optimizing Search in SharePoint 2010 : Keywords and Best Bets
  •  Leveraging and Optimizing Search in SharePoint 2010 : Federating Search
  •  Leveraging and Optimizing Search in SharePoint 2010 : Search Scopes
  •  Active Directory Domain Services 2008 : View Cached Credentials on a Read-Only Domain Controller
  •  Active Directory Domain Services 2008 : Remove a User, Group, or Computer from the Password Replication Policy
  •  Active Directory Domain Services 2008 : Add a User, Group, or Computer to the Password Replication Policy
  •  Exchange Server 2010 : Backing Up Specific Windows Services
  •  Create Bookmark Create Note or Tag Backing Up Windows Server 2008 and Exchange Server 2010
  •  What to Back Up on Exchange Servers 2010
  •  Leveraging and Optimizing Search in SharePoint 2010 : Define Content Sources
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  •  Backing Up the Exchange Server 2010 Environment : Roles and Responsibilities & Developing a Backup Strategy
  •  Backing Up the Exchange Server 2010 Environment : Supporting Backups with Documentation
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  •  Making the Best Use of SAN/NAS Disks with Exchange Server 2010
  •  Optimizing an Exchange Server 2010 Environment - Properly Sizing Exchange Server 2010
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