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Microsoft Exchange Best Practices:
Tips for Setup, Maintenance, and Room Resources
// The Agenda
Housekeeping & Introductions
High Level EventBoard
Exchange Best Practices
The Evolving Workplace
Meet EventBoard
Q&A
// The Agenda
Housekeeping
• This webinar is being recorded and will be distributed to all registrants within 48-hours
• We will reserve time at the end for Q&A, please use the chat window to pose
questions to our presenter today
• Should you have any technical difficulties, send an email to team@eventboard.io
• Join the conversation on Twitter by sharing your thoughts and comments using
#ebwebinar @eventboard
// On Today’s Webinar
Will Smith
EventBoard Head of Support
PollyJewett
EventBoard Customer Marketing
1300+
Customers
EventBoard is leading the optimization of
the new digital workplace.
Microsoft Exchange: What is it?
• Microsoft Exchange Server is a calendaring and mail server developed by Microsoft
that runs exclusively on the Microsoft Windows Server product line.
• Exchange Server was initially Microsoft's internal mail server.
• Designed to fully integrate with Microsoft products:
- Outlook is preferred mail client
- Must run on Microsoft Server
- Must have Active Directory Server
• Exchange Server is licensed both in the forms of on-premises software and software-
as-a-service. In the on-premises form, customer purchase client access licenses (CALs).
In the software as a service form, Microsoft receives a monthly service fee instead
(Office 365) If your office uses Outlook, you are using a version of Exchange.
Self Managed vs. Hosted Exchange
Cloud Hosted:
A third party company has allowed
you to create some emails on their
Exchange Server. You have a limited
web portal for management. You do
NOT have EMC or EMS access, AND
you do NOT have Active Directory
access.
Self Managed (On-Premises):
You have full control of the server.
Full access to Exchange
Management Console (EMC) OR
Exchange Admin Center (ECP) and
Shell (EMS), as well as Active
Directory Users and Groups. Can be
a physical server on premises, or a
cloud hosted server.
Hosted Exchange != Providers
• Each hosted Exchange provider
sets its own rules for what they
will allow access to.
• Table at right shows who we
have successfully synced with
(or even tried)
Supported Versions of Exchange
vs.
• Can be hosted or on premises
• Software on premises licensed by
CAL (Client Access Licenses)
• Hosted Exchange usually limits the
size of email boxes. The limits are set
by the person administrating the
Exchange Server, but can be set to
as high as needed
• With Hosted Exchange, security
features can often be added at a cost
to the business
• On premises Exchange servers give
the Admin more flexibility in terms of
hardware, expansion and
maintenance
• Can only be hosted (CloudBased)
• Software as a Service (SAAS)
provided and paid by month
subscription
• You do have access to Exchange
Admin Center
• You do have Shell access
• You do have Active Directory Access
with some limitations
• Office 365 uses Exchange 2013. It is
the same exact thing for that one
piece
Active Directory
• How Microsoft manages user
accounts in a corporate
environment
• Uses multiple Open Source
technologies to accomplish this
• Can be used to:
- Disable accounts
- Set passwords
- Enable startup scripts
- Attach network drives
- Set group permissions etc.
Regular Mailbox vs. Room Mailbox
Regular Mailbox:
Typical user email. When the email
account is created an Active
Directory entry is created that is
Enabled and has password set.
Room Mailbox:
Also called a Resource Mailbox or
Room Resource. This account creates
an Active Directory entry but it is
Disabled by default and has no
password set. This account is only
meant to process email requests that
contain calendar information, and
schedule the calendar.
Room Resource Default Behavior
• Delete meeting subject (Event Title)
• Delete meeting comments (Event
Description)
• Delete attachments
• Delete privacy flag
• Delete non-calendar data
• Add organizers name to subject.
EventBoard and Exchange
EventBoard Integration
What We Need:
• Valid EWS endpoint
• Exact login as OWA
• Search Specific Addresses
Setup Gotchas
Exchange Setup:
• SSL Certificate
• Send connector
CloudSync:
• Not inputting an EWS endpoint or using an
incomplete EWS endpoint.
• Not using login name as opposed to email
address
• Not understanding Default behavior
• Trying to use the wrong version
• Not setting up Room List (only for
Exchange 2010 versions)
Local Calendars:
• Not enabling
• Not understanding Default Behavior
Common Troubleshooting:
Exchange Specific:
• Unable to send email to outside
domains
• Outside domains cannot book a room
EventBoard Specific:
• Can’t end event early
• Unable to cancel meetings
The workplace is evolving… rapidly
Employees have higher
expectations for a productive
workplace
Organizations have ever
increasing pressure to optimize
for efficiency
Challenges faced by you and your team
in today’s changing workplace
It’s so hard to
coordinate with
everyone I need to
meet with.
I can never get
the room with the
projector, why???
There are never
open meeting rooms,
we need more space.
“ “ “
People Places Technology
Our platform is helping employees and enterprises
increase the efficiency and productivity between
people, places and technology.
Integrates with your existing calendar systems
Perfect for any organization
From the 5-person startup…. To the Fortune 500.
Q & A

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Microsoft Exchange Best Practices: Tips for Setup, Maintenance and Room Resources

  • 1. Microsoft Exchange Best Practices: Tips for Setup, Maintenance, and Room Resources
  • 2. // The Agenda Housekeeping & Introductions High Level EventBoard Exchange Best Practices The Evolving Workplace Meet EventBoard Q&A
  • 3. // The Agenda Housekeeping • This webinar is being recorded and will be distributed to all registrants within 48-hours • We will reserve time at the end for Q&A, please use the chat window to pose questions to our presenter today • Should you have any technical difficulties, send an email to team@eventboard.io • Join the conversation on Twitter by sharing your thoughts and comments using #ebwebinar @eventboard
  • 4. // On Today’s Webinar Will Smith EventBoard Head of Support PollyJewett EventBoard Customer Marketing
  • 6. EventBoard is leading the optimization of the new digital workplace.
  • 7. Microsoft Exchange: What is it? • Microsoft Exchange Server is a calendaring and mail server developed by Microsoft that runs exclusively on the Microsoft Windows Server product line. • Exchange Server was initially Microsoft's internal mail server. • Designed to fully integrate with Microsoft products: - Outlook is preferred mail client - Must run on Microsoft Server - Must have Active Directory Server • Exchange Server is licensed both in the forms of on-premises software and software- as-a-service. In the on-premises form, customer purchase client access licenses (CALs). In the software as a service form, Microsoft receives a monthly service fee instead (Office 365) If your office uses Outlook, you are using a version of Exchange.
  • 8. Self Managed vs. Hosted Exchange Cloud Hosted: A third party company has allowed you to create some emails on their Exchange Server. You have a limited web portal for management. You do NOT have EMC or EMS access, AND you do NOT have Active Directory access. Self Managed (On-Premises): You have full control of the server. Full access to Exchange Management Console (EMC) OR Exchange Admin Center (ECP) and Shell (EMS), as well as Active Directory Users and Groups. Can be a physical server on premises, or a cloud hosted server.
  • 9. Hosted Exchange != Providers • Each hosted Exchange provider sets its own rules for what they will allow access to. • Table at right shows who we have successfully synced with (or even tried)
  • 11. vs. • Can be hosted or on premises • Software on premises licensed by CAL (Client Access Licenses) • Hosted Exchange usually limits the size of email boxes. The limits are set by the person administrating the Exchange Server, but can be set to as high as needed • With Hosted Exchange, security features can often be added at a cost to the business • On premises Exchange servers give the Admin more flexibility in terms of hardware, expansion and maintenance • Can only be hosted (CloudBased) • Software as a Service (SAAS) provided and paid by month subscription • You do have access to Exchange Admin Center • You do have Shell access • You do have Active Directory Access with some limitations • Office 365 uses Exchange 2013. It is the same exact thing for that one piece
  • 12. Active Directory • How Microsoft manages user accounts in a corporate environment • Uses multiple Open Source technologies to accomplish this • Can be used to: - Disable accounts - Set passwords - Enable startup scripts - Attach network drives - Set group permissions etc.
  • 13. Regular Mailbox vs. Room Mailbox Regular Mailbox: Typical user email. When the email account is created an Active Directory entry is created that is Enabled and has password set. Room Mailbox: Also called a Resource Mailbox or Room Resource. This account creates an Active Directory entry but it is Disabled by default and has no password set. This account is only meant to process email requests that contain calendar information, and schedule the calendar.
  • 14. Room Resource Default Behavior • Delete meeting subject (Event Title) • Delete meeting comments (Event Description) • Delete attachments • Delete privacy flag • Delete non-calendar data • Add organizers name to subject.
  • 16. EventBoard Integration What We Need: • Valid EWS endpoint • Exact login as OWA • Search Specific Addresses
  • 17. Setup Gotchas Exchange Setup: • SSL Certificate • Send connector CloudSync: • Not inputting an EWS endpoint or using an incomplete EWS endpoint. • Not using login name as opposed to email address • Not understanding Default behavior • Trying to use the wrong version • Not setting up Room List (only for Exchange 2010 versions) Local Calendars: • Not enabling • Not understanding Default Behavior
  • 18. Common Troubleshooting: Exchange Specific: • Unable to send email to outside domains • Outside domains cannot book a room EventBoard Specific: • Can’t end event early • Unable to cancel meetings
  • 19. The workplace is evolving… rapidly Employees have higher expectations for a productive workplace Organizations have ever increasing pressure to optimize for efficiency
  • 20. Challenges faced by you and your team in today’s changing workplace It’s so hard to coordinate with everyone I need to meet with. I can never get the room with the projector, why??? There are never open meeting rooms, we need more space. “ “ “
  • 21. People Places Technology Our platform is helping employees and enterprises increase the efficiency and productivity between people, places and technology.
  • 22. Integrates with your existing calendar systems
  • 23. Perfect for any organization From the 5-person startup…. To the Fortune 500.
  • 24. Q & A