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odule 13: Real-Time Collaboration in Exchange 2000 Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. If, however, your only means of access is electronic, permission to print one copy is hereby granted. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.  2000 Microsoft Corporation. All rights reserved. Microsoft, MS-DOS, MS, Windows, Windows NT, Active Directory directory service, ActiveX, BackOffice, FrontPage, Hotmail, MSN, Outlook, PowerPoint, SQL Server, Visual Studios, and Win32, are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Other product and company names mentioned herein may be the trademarks of their respective owners. Project Lead: David Phillips Instructional Designers: Lance Morrison (Wasser), Janet Sheperdigian, Steve Thues Lead Program Manager: Mark Adcock Program Manager: Lyle Curry, Scott Hay, Janice Howd, Steve Schwartz (Implement.Com), Bill Wade (Wadeware LLC) Graphic Artist: Kimberly Jackson, Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Elizabeth Reese (Write Stuff) Copy Editor: Ed Casper (S&T Consulting), Carolyn Emory (S&T Consulting), Patricia Neff (S&T Consulting), Noelle Robertson (S&T Consulting) Online Program Manager: Debbi Conger Online Publications Manager: Arlo Emerson (Aquent Partners) Online Support: Eric Brandt Multimedia Developer : Kelly Renner (Entex) Compact Disc Testing: Data Dimensions, Inc. Production Support: Ed Casper (S&T Consulting) Manufacturing Manager: Bo Galford Manufacturing Support: Rick Terek Lead Product Manager, Development Services: Lead Product Manager: David Bramble Group Product Manager: Robert Stewart # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# # LLL# ,QVWUXFWRU#1RWHV## This module provides students with the information necessary to differentiate between the three different real-time collaboration solutions, choose which has the best functions for a particular purpose, and gain the experience needed to install and use real-time collaboration. At the end of this module, students will be able to: „# Describe the advantages and limitations of each of the three real-time collaboration solutions. „# Describe the Instant Messaging components. „# Install and configure Instant Messaging. „# Describe the functions of the Chat Services. „# Describe the features and components of Microsoft ® Exchange 2000 Data Conferencing Services. „# Explain the differences between conferencing under Microsoft Exchange Server version 5.5 and under Exchange 2000. „# Describe the Data Conferencing architecture. „# Describe the ways Data Conferencing is dependent upon Exchange 2000. „# Configure Data Conferencing. „# Use System Monitor to monitor Data Conferencing. 3UHVHQWDWLRQ=## 93#0LQXWHV# # /DEV=# 78#0LQXWHV# LY##0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# 0DWHULDOV#DQG#3UHSDUDWLRQ# This section provides you with the required materials and preparation tasks that are needed to teach this module. 5HTXLUHG#0DWHULDOV# To teach this module, you need the following materials: • Microsoft PowerPoint ® file 1569A_13.ppt 3UHSDUDWLRQ#7DVNV## To prepare for this module, you should: „# Read all the materials for this module. „# Complete the labs. ,QVWUXFWRU#6HWXS#IRU#D#/DE# This section provides setup instructions that are required to prepare the instructor computer or classroom configuration for a lab. /DE#%=#&UHDWLQJ#DQG#8VLQJ#([FKDQJH#5333#'DWD# &RQIHUHQFLQJ#6HUYLFHV# This lab is optional. To perform this lab, students need cameras and headsets for their computers. # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# # Y# 0RGXOH#6WUDWHJ\# Use the following strategy to present this module: „# Comparing Collaboration Components The module starts with an overview of the three real-time collaboration components. The comparison slide is a good place to describe the different purposes of each component. „# Instant Messaging Components This section describes the overall architecture of Instant Messaging and then goes into greater detail about the server and client, and their relationship to Windows 2000. The important points are the improvements in the architecture over the design of Exchange Server 5.5. „# Configuring Instant Messaging This topic describes the features that need to be configured and how to do it. „# Monitoring Instant Messaging This topic describes important considerations for administrators to monitor to ensure optimum performance. It discusses only tools that have already been introduced. „# Instant Messaging Best Practices This is a list of the best practices for configuring Instant Messaging at the time the course was written. Bear in mind that the product was still in beta so these practices may change with the released version. „# Chat Services There is only one slide about this topic. It is not considered a major feature, and you can cover it quickly. „# Introduction to Exchange Data Conferencing This topic describes the various features of data conferencing. The comparison between conferencing under Exchange Server 5.5 and Exchange 2000 are the most important points of the section. „# Exchange 2000 Data Conferencing Architecture The important point to emphasize in the architecture section is the dependence of data conferencing on services provided by Windows 2000. „# Configuring Exchange Data Conferencing This topic describes the tools used to configure data conferencing and how to do it. YL##0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# „# Lab A: Configuring and Using Instant Messaging This is a short, fun lab in which the students can send messages to each other. If you want to break up the long lecture, this lab can easily be performed at the end of the Instant Messaging topic. „# Lab B: Creating and Using Exchange 2000 Data Conferencing This lab is at the end because it is optional and you can expect some students to leave early. This way, they will hear the lecture even if they miss the lab. The students who perform it usually enjoy setting up and using their cameras to communicate with each other through NetMeeting. Even if they do not have cameras, students can configure their servers and collaborate using application sharing based on the last exercise in the lab. # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# # 4# 2YHUYLHZ# „ &RPSDULQJ#&ROODERUDWLRQ#&RPSRQHQWV „ 0LFURVRIW#([FKDQJH#,QVWDQW#0HVVDJLQJ#6HUYLFHV „ 0LFURVRIW#([FKDQJH#&KDW#6HUYLFHV „ 0LFURVRIW#([FKDQJH#'DWD#&RQIHUHQFLQJ#6HUYLFHV Traditional e-mail systems cannot transfer dynamic data and information on demand. For these functions, users still rely on the telephone. Real-time collaboration services in Microsoft Exchange 2000 provide the immediacy of the telephone with the functionality of e-mail. &RPSDULQJ#&ROODERUDWLRQ#&RPSRQHQWV# The different collaboration services are designed for specific types of collaboration. ,QVWDQW#0HVVDJLQJ#6HUYLFHV# Instant Messaging is designed for individual users to have one-to-one conversations. &KDW#6HUYLFHV# Deploy Chat Services in scenarios where individuals need to communicate in groups, such as in a discussion forum. 'DWD#&RQIHUHQFLQJ#6HUYLFHV# Data Conferencing Services enable you to pre-arrange an electronic conference. Participants can share multimedia information, and chat with each other. At the end of this module, you will be able to: „# Choose the appropriate collaboration component to use for a given situation. „# Describe the function and configuration of Instant Messaging Services. „# Describe the function and configuration of Chat Services. „# Describe the function and configuration of Data Conferencing Services. 6OLGH#2EMHFWLYH# 7R#SURYLGH#DQ#RYHUYLHZ#RI# WKH#PRGXOH#WRSLFV#DQG# REMHFWLYHV1# /HDG0LQ# ,Q#WKLV#PRGXOH/#\RX#ZLOO#VHH# KRZ#([FKDQJH#5333#KDV# EHFRPH#PRUH#WKDQ#MXVW#DQ# H0PDLO#VHUYHU1## 5# # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# &RPSDULQJ#&ROODERUDWLRQ#&RPSRQHQWV# Use/Design Use/Design Use/Design Instant Messaging Instant Instant Messaging Messaging Chat Server Chat Server Chat Server Data Conferencing Data Data Conferencing Conferencing Primary Use Primary Use Instant Messaging Instant Messaging Chat Server Chat Server Data Conferencing Data Conferencing Meeting Style Meeting Style Closed Closed Open Forum Open Forum Invitation Only Invitation Only Meeting Structure Meeting Structure Immediate/Ad- Hoc Immediate/Ad- Hoc Ad-Hoc/Semi Structured Ad-Hoc/Semi Structured Organized Organized Client Type Client Type Vendor-Specific Vendor-Specific Standards-Based Standards-Based T.120 Standards T.120 Standards Client Facilities Client Facilities Basic Basic Basic Basic Advanced Advanced Primary Deployment Primary Deployment Corporate Corporate Service Provider Service Provider Corporate Corporate Instant Messaging, Chat, and Data Conference all have unique features suited to different, specific situations. 6OLGH#2EMHFWLYH# 7R#EULHIO\#FRPSDUH#WKH# LQWHQGHG#XVHV#RI#WKH#WKUHH# FROODERUDWLRQ#IHDWXUHV#LQ# ([FKDQJH#53331# /HDG0LQ# (DFK#RI#WKH#WKUHH# FROODERUDWLRQ#FRPSRQHQWV#LQ# ([FKDQJH#5333#LV#GHVLJQHG# IRU#D#VSHFLILF#W\SH#RI# FRPPXQLFDWLRQ1# # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# # 6# ,QWURGXFWLRQ#WR#,QVWDQW#0HVVDJLQJ# Exchange Instant Messenger File Tools Help Add Send Contacts Currently Online sakhtar@im-2k (Online) dcampbell@im-2k (Online) sgode@im-2k (Online) Contacts Not Online seanch@im-2k (Offline) kbowen@im-2k (Offline) scottfal@im-2k (Offline) linleste@im-2k (Offline) amyjon@im-2k (Offline) kjordan@im-2k (Offline) Online Instant messaging allows you to send messages that require an immediate response from the receiver. You can also see when other people are online, out of the office, or not receiving calls (this is called presence information). For example, members of a virtual team that are collaborating with one another to produce a single product may need the urgency of information delivered by Instant Messaging; or in the Internet space, friends may want to chat with one another through a live discussion thread, without the overhead of composing and sending e-mail. The major difference between e-mail and instant messages is that instant messages are not kept in the Exchange 2000 store; after a message has disappeared from the screen, it is gone forever. The Instant Messaging client is an iteration of the Microsoft MSN ™ Messenger product. You can start the client automatically as soon as you log on and keep it open in the corner of your screen all day. When you are online, this fact is sent as a status notification to the Instant Messaging server that passes the information to other members of the team or interested parties. Likewise, a user logging on to the network can quickly find out who else is online and able to communicate. Instant Messaging is designed as a way to track the presence of each member of an individual team. For example, as an Instant Messaging user, you may have listed in your client ten other team members, their manager, three contacts in other companies, and a few friends on the Internet. 6OLGH#2EMHFWLYH# 7R#LQWURGXFH#WKH#FRQFHSW#RI# LQVWDQW#PHVVDJLQJ1# /HDG0LQ# $V#WKH#QDPH#LPSOLHV/#,QVWDQW# 0HVVDJLQJ#LV#XVHG#WR# FRPPXQLFDWH#LQWHUDFWLYHO\# ZLWK#DQRWKHU#SHUVRQ# LQVWDQWO\1# 7# # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# There are seven modifiable presence settings that you can change as appropriate on your Instant Messaging client: „# Online „# Invisible (this prevents your presence information from being displayed even though you are at your computer) „# Busy „# Be Right Back „# Away From Computer „# On the Phone „# Out to Lunch There are two automatic presence settings that can be used by your Instant Messaging client: „# Idle. When there has been no activity at your keyboard for a given time, the screen saver trigger is activated and your status is set to idle. It switches back to online when you touch a key. „# Offline. You are not logged on to the Instant Messaging server. ,QVWDQW#0HVVDJLQJ#'RPDLQ# An Instant Messaging domain is a logical collection of Instant Messaging users and servers represented by a virtual server called an Instant Messaging router. Instant Messaging routers can have Domain Name System (DNS) hostnames that are visible to external (Internet) users. ,QVWDQW#0HVVDJLQJ#+RPH#6HUYHU# Each Instant Messaging domain must contain at least one home server, which is a virtual server that hosts Instant Messaging user accounts. Home servers also store status information for users assigned to that particular server. ,QVWDQW#0HVVDJLQJ#5RXWHU# An Instant Messaging router receives instant messages, determines their destination home server, and forwards the messages to user accounts on the home server. Because the Instant Messaging domain name represents the host name of the router, users do not need to know the individual home server names because the router obtains the server names from Active Directory, and routes users accordingly. ,QVWDQW#0HVVDJLQJ#7UDQVSRUW#DQG#0HVVDJH#)RUPDW# All Instant Messaging communication takes place over HTTP (Hypertext Transfer Protocol). The message format is XML (Extensible Markup Language). [...]... Messaging domain to be the same as the SMTP domain This will be covered later in the module &OLHQW#5HTXLUHPHQWV# Instant Messaging users can use Windows 95 or later, Windows NT® version 4.0 Server, Windows NT 4.0 Workstation, or Windows 2000 ,PSRUWDQW# Winsock 2.0 must be installed on Windows 95 computers to use Instant Messaging Users who want to use Instant Messaging need to install the following software:... User User Instant Messaging Address URL Instant Messaging Instant Messaging Domain Domain Instant Messaging Home Server URL Home Server Home Server You enable individual users for Instant Messaging through the Active Directory Users and Computers snap -in When enabling a user, you choose which Instant Messaging home server in the Exchange organization will host the user This creates two URLs: an Instant... need intranet-only messaging In these cases, all of the Instant Messaging infrastructure is located behind the firewall, and is never exposed to the Internet If your company needs connectivity with the Internet, you should protect your internal Instant Messaging network with firewalls in both the inbound and outbound directions The Firewall Topology Module (FTM) retains information about each Instant... providers allow the Exchange Instant Messaging client to communicate with contacts on MSN and AOL „# RVP Support The Instant Messaging client uses the RVP Protocol Support provided by Windows 2000 to communicate with Exchange 2000 Instant Messaging Servers ,QVWDQW#0HVVDJLQJ#$GGUHVVLQJ# All Instant Messaging users are identified to Instant Messaging Service by unique Instant Messaging URLs that follow... components in Exchange 2000 perform conference management and session coordination You can schedule online meetings and book virtual resources through integration with Microsoft Outlook® 2000 The client uses the T.120 protocol, which is integrated into products, such as Microsoft NetMeeting, to join the conference and communicate with the conferencing server The server running Exchange 2000 acts as... points to the Instant Messaging router for the Instant Messaging domain The user Kim would have the following domain URL: • http://im.nwtraders.msft/instmsg/aliases/kim ,QVWDQW#0HVVDJLQJ#8VHU#$GGUHVVHV# To provide users with a more convenient format than URLs to identify themselves and other users, they can use Instant Messaging User Addresses to identify Instant Messaging users An Instant Messaging... &RQILJXUH#'RPDLQ#1DPH#6\VWHP Instant Messaging Service is installed as part of the Exchange 2000 Setup program During installation, the Active Directory schema is updated with some new classes and attributes to support the Instant Messaging infrastructure Instant Messaging management is accomplished through a snap -in in Microsoft Management Console (MMC) You can load this separately or as part of the Exchange System... is the FQDN of the Instant Messaging router The following steps illustrate the client logon process 1 Client logs on as alias@im_domain and connects to the Instant Messaging router 2 The Instant Messaging router queries Active Directory for the users Instant Messaging home server 3 The Instant Messaging router returns the home server URL address to the client 4 The Instant Messaging client uses the... Directory Internet Internet Information Information Services Services MSN MSN AOL AOL DNS DNS The Instant Messaging server itself runs as part of the Windows 2000 Internet Information Services (IIS) process (Inetinfo.exe) and is implemented as an Isapi.dll 6HUYHU#$SSOLFDWLRQ#/D\HU# The server application layer does the majority of the work and communicates with other server-side Instant Messaging components... The Node Database is an instance of the Extensible Storage Engine (ESE) that retains status information for Instant Messaging users # 0RGXOH#46=#5HDO07LPH#&ROODERUDWLRQ#LQ#([FKDQJH#5333# # :# )LUHZDOO#7RSRORJ\#0RGXOH# You can choose whether to enable Instant Messaging with entities outside of the corporate network, such as other Exchange 2000 installations maintained by business partners, suppliers, . Directory Internet Information Services Internet Information Services DNS DNS The Instant Messaging server itself runs as part of the Windows 2000 Internet Information. Use/Design Instant Messaging Instant Instant Messaging Messaging Chat Server Chat Server Chat Server Data Conferencing Data Data Conferencing Conferencing Primary