OWA 2003 ActiveX control issues from IE 6.0 and 7.0

This content is 18 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Since switching my everyday PC over to Windows Vista, I’ve been unable to reply to any e-mails using Outlook Web Access (OWA) whereby the reply pane opens, but the ActiveX control doesn’t load. I tried various browser settings before a bit of googling turned up a thread on the microsoft.public.exchange.admin newsgroup that seemed to describe an annoying “click to activate the control” message that I’d been experiencing with fully-patched Windows XP clients (caused by the Internet Explorer update described in Microsoft knowledge base article 912945).

Microsoft knowledge base article 911829 describes the problem as well as highlighting that Windows Vista does not support the ActiveX control used by OWA for HTML editing. Once I’d installed the associated hotfix on my Exchange Server 2003 server the issue was resolved for both my XP and Vista clients.

Migrating SMTP e-mail from my ISP’s servers to an internally-hosted Exchange server

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Over the last couple of days, I migrated my e-mail service to Microsoft Exchange Server. I’ve been meaning to do this since I first bought my own domain name in the late 1990s but a lack of suitable hardware to dedicate to the task has meant that until now it’s been easier to leave the service with my ISP and download it to Outlook using POP3. Using virtualisation technology has enabled me to build an e-mail infrastructure without using any extra hardware.

Phase 1 of the project was installing the mail service and connecting to my ISP’s servers. I wanted to use Microsoft Exchange Server 2003 but for various reasons I didn’t want to extend the schema for my Active Directory (AD), so I created a separate resource forest with an outgoing trust to the original domain and installed Exchange Server there. Following this, I was able to create disabled user accounts and associate the mailboxes with external accounts in the original forest, allowing me to authenticate to my mailbox in the resource forest using my normal account credentials from the original domain (as described in Marc Grote’s article on the MSExchange.org site, although assigning the external associated account is now much simplified using the Exchange Task wizard).

Next, I needed to tell my ISP’s servers to allow messages for my domain to be routed to my server. The ADSL connection that I use is not associated with my domain but it does have a static IP address (an alternative is to use a dynamic DNS service), so after opening up TCP port 25 on the firewall to allow inbound SMTP traffic I created two DNS records for each domain that I own:

  • Host (A) record to define a server name that resolves to my IP address.
  • Mail exchanger (MX) record for the domain that resolves to the A record created previously.

With the appropriate DNS records in place, that was all the configuration needed at the ISP’s end, but Exchange still needed to be configured to forward e-mail to the ISP’s SMTP relay – easily accomplished using the Exchange Server 2003 Internet Mail Wizard. The important thing to be sure of is that the server is not configured as an open relay (recent versions of Exchange Server lock this down by default). Once the SMTP connection was in place, e-mail started to flow (although for a while some mail was still being delivered to my ISP’s servers until the DNS entries had completely propagated around the Internet).

DNS Stuff is a mine of useful information, so I ran a DNS report on my domain name. This turned up various warnings about my ISP’s DNS configuration (which I can’t really do much about) but also a warning that my server’s SMTP greeting included an non-existent host name (the internal DNS name for the Exchange server):

220 hostname.internaldnsdomainname Microsoft ESMTP MAIL Service, Version: 6.0.3790.1830 ready at Thu, 25 May 2006 12:30:31 +0100

According to the warning, if the server sends e-mail using a non-existent host name in its EHLO or HELO, e-mail could be blocked by anti-spam software, as well as being a technical violation of RFC 821 section 4.3 and RFC 2821 section 4.3.1.

A spot of Googling turned up a forum post on changing the SMTP greeting which pointed me in the direction of Microsoft knowledge base article 266686, allowing me to change the fully qualified domain name for the SMTP virtual server so that the SMTP greeting now reads as follows:

220 mailserver.domainname Microsoft ESMTP MAIL Service, Version: 6.0.3790.1830 ready at Thu, 25 May 2006 13:18:44 +0100

Note that the hostname given in the SMTP greeting doesn’t have to be precise – it doesn’t matter that the SMTP server may handle e-mail for multiple domains (as mine does), as long as the host name given resolves to the correct IP address.

Phase 2 of the project will be to configure the intelligent message filter for Exchange Server 2003 (included as part of Exchange Server 2003 service pack 2) and hopefully cut out most of the spam that I receive (as the volume of spam hitting my server is much greater than the previous levels which were mostly handled by the Outlook junk e-mail filter). I’ll also be looking at enabling RPC over HTTP (see Microsoft knowledge base article 833401) to allow Outlook to access my mail servers using HTTP from behind my employer’s firewall.

Configuring database size limits with Exchange Server 2003 SP2

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

One of the enhancements provided in Exchange Server 2003 service pack 2 (SP2) is the increase of the maximum database size for Exchange Server 2003 standard edition from 16GB to 75GB. I originally thought that it was just a case of installing the service pack after which the database would be allowed to grow past the 16GB barrier but as Microsoft knowledge base article 912375 and the database size limit configuration and management article in the Microsoft Exchange Server TechCenter describe, the limit actually needs to be configured manually.

Scott Lowe’s article at TechRepublic details the necessary configuration as follows:

  1. Start the registry editor and browse to HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\MSExchangeIS\servername\storeguid.
  2. Create a new DWORD value named Database Size Limit in GB and set it to a size between 1 and 75.
  3. Restart the Microsoft Exchange Information Store service.

This configuration method can be used with Exchange Server 2003 standard edition to configure (on a per-store basis) any value between 1GB and 75GB and for enterprise edition (which has no limit by default) to enforce a limit of up to 8000GB if required; however if the Exchange server is recovered using the /disasterrecovery switch, the registry keys will need to be recreated.

Outlook Web Access tips and tricks

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

After I installed Exchange Server 2003 last weekend, I found that accessing Outlook Web Access (OWA) didn’t prompt for any authentication – it simply displayed the contents of the currently logged on user’s mailbox (if it was homed on Exchange Server 2003) or redirecting to the old Exchange Server 5.5 OWA server (where the mailbox had not yet been migrated). In order to allow users to authenticate with a username and password, it was necessary to enable forms-based authentication (Daniel Petri’s description also includes the process of configuring SSL).

Once this had been enabled, HTTP requests were greeted a normal browser authentication dialog; however HTTPS access was be greeted with a much more pleasant OWA logon screen.

OWA authentication via HTTP

OWA authentication via HTTPS

It is also possible to change the username format for OWA forms-based authentication from domainname\username to a simple username.

Finally, Microsoft knowledge base article 319878 describes the process to make OWA the default website on an Exchange Server, avoiding the need to access the server as http://servername/exchange/ or https://servername/exchange/.

Some more about what to expect in Exchange Server 2007

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

A few months back, I wrote a bit about what to expect in the next version of Microsoft Exchange Server. Since then, I’ve learned a lot more about Exchange Server 2007 (formerly codenamed E12) but couldn’t repeat much of it. The following highlights are some of the additional information that was made public in Eileen Brown‘s presentation at last week’s Microsoft Technical Roadshow, starting with Exchange Server product progress (since the launch of Exchange Server 2003):

Key new features with Exchange Server 2007 (some of which I’ve written about previously) include:

  • The use of 64-bit server technology facilitates a reduction in input/output operations and hence allows more databases (with larger mailboxes) to be placed on each server.
  • High availability enhancements, allowing increased data and service availability: database continuous replication (either local or clustered) allows daily full backups to be replaced with weekly full backups and daily incrementals the second copy of the database plays the transaction logs from the first as they are written, meaning that it is never more than once transaction log behind the first; and there is now support for geoclustering.
  • Improved mobile e-mail, including push e-mail, policy-based provisioning and security.
  • Improved system management tools: a new MMC 3.0-based Exchange System Manager and the Exchange Management Shell (running on Windows PowerShell).
  • Automatic client configuration.
  • Encrypted and signed intra-organisation e-mail (by default) and encryption at the gateway (where supported) for business-to-business e-mail with no additional client requirements.
  • New message hygiene functionality.
  • Message journalling at the transport level with new data retention rules and a new content indexer, allowing a multiple-mailbox search with low CPU impact and fast re-indexing.
  • Improvements in Outlook cached mode operation.
  • Integration with SharePoint folders.
  • New AD schema extensions for resource mailboxes (room or equipment) as well as an all rooms address list.
  • Meeting requests can now be accepted or declined within a preview (no need to open the message).
  • A to-do bar allowing tasks to roll over to the next day if they have not been completed.
  • Ability to view multiple calendars overlaid on one another.
  • An improved scheduling assistant that provides hints to the best times for all meeting attendees as well as tentatively accepting new requests, automatically handling updates to meeting information and removing out of date meeting requests/updates.
  • Calendar sharing is now more granular, with the ability to deny all access, show time and free/busy status only, show time, subject, location and free/busy status, or show full details, even down to a per-user level.
  • Schedules can be set for out of office replies.

From a client perspective, Outlook 2007 provides the richest user experience (when connected to Exchange Server 2007, although it will also work with previous versions); however Outlook Web Access (OWA) is now almost as good. There’s also Outlook Mobile for Windows Mobile 5.0 and the ability to interact with Exchange’s unified messaging functionality from a phone.

Exchange Server 2007 offers significant improvements over 2003 and earlier versions; however it will be interesting to see if these improvements are enough to entice the many companies that are still running basic e-mail services using Exchange Server 5.5 to upgrade their systems.

Exchange Server 5.5-2003 migration gotchas

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

I’ve not been doing as much work with Exchange Server as I’d like in recent years; so when a friend asked me to help out with carry out an Exchange Server 5.5 to 2003 migration for one of his contacts I was happy to get involved (although I was slightly nervous as this was effectively a refresher course for me being carried out on his production system).

I’m not going to make this a “how to do it” post as I posted an article about migrating from Exchange Server 5.5 to 2003 a couple of years back and one of the areas where the Exchange Server team have really excelled is in the creation of the Exchange Server Deployment Tools which guide an administrator through each step of the process, running diagnostic and setup utilities as they go. For further information, the Exchange Server Deployment Guide is also worth a read.

This article highlights simply some of the issues I came across (on what was a fairly simple migration – Outlook Web Access and Exchange Server 5.5 on two separate servers to a new Exchange Server 2003 server in the same organisation and site) and how to resolve them:

  • The first problem came when Exchange Server setup detected that the installation was being performed on a Windows Server 2003 service pack 1 (SP1) computer (Windows Server 2003 R2 is effectively the same as Windows Server 2003 SP1) and advised that this has known compatibility issues with Exchange Server 2003. After reviewing the Exchange Server system requirements it turned out that it’s not a problem on a non-clustered server if Exchange Server is also running SP1 or later so Exchange Server service pack 2 (SP2) was installed immediately after Exchange Server setup had completed.
  • The Active Directory Connector (ADC) is probably the most difficult part of an Exchange Server 5.5 upgrade but the latest version of ADC includes tools to guide an administrator through the process of creating connection agreements between the Active Directory and Exchange Server directory services and verifying replication. In this case, the ADC Tools highlighted an issue which meant it was necessary to grant Full Control NTFS permissions to the Exchange Server 5.5 service account on the C:\Documents and Settings\username\Local Settings\Application Data\Microsoft\Active Directory Connector folder (as described in Microsoft knowledge base article 820268). Further problems with objects reporting as not replicated (as described in Microsoft knowledge base article 842142) were resolved by reinstalling the ADC, using the version supplied with Exchange Server 2003 SP2.
  • After installing Exchange Server 2003, one shutdown took an extended period of time; however this is a known issue, described in Microsoft knowledge base article 555025.
  • One of the great features of Exchange Server has always been the referral mechanism that allows MAPI clients to update their profiles when a mailbox is moved between servers; however, on this occasion, some Outlook 2003 clients failed to update their MAPI profiles. This is a known issue and is resolved by installing Office 2003 SP2, as described in Microsoft knowledge base article 914855. No such problems were experienced with Outlook 2002 (XP) clients, although the site replication service (SRS) did hang on one occasion and needed to be started before clients could successfully remap their profiles.
  • When accessing Outlook Web Access (OWA), requests to http://exchange2003servername/exchange/ appeared to be diverting to http://exchange55servername/exchange/; however it was later discovered that the referral was only taking place where the currently logged on user (domainname\Administrator in my case) had a mailbox that had not yet been migrated. Once all mailboxes had been moved across, OWA stopped redirecting access.
  • Many Exchange Server 5.5 administrators are used to being able to access all objects (including the contents of other user’s mailboxes) using the Exchange Server service account; however with Exchange 2003, even when an account is delegated Exchange Full Administrator rights over the Exchange organisation it is unable to access other mailboxes as inherited permissions apply an explicit deny over certain rights. This is by design but can be overridden as described in Microsoft knowledge base article 821897 to give an account full access to all objects in a particular store. In this case I delegated Exchange Full Administrator rights to a global security group called Exchange Admins (and added that group into the local Administrators group on the Exchange server), then granted another account full control over all objects in the mailbox store. This mean that I had a group over which the membership could be edited as required to grant rights to administer the Exchange organisation, plus another account (I should really have made this a group too) that could view the contents of other user’s mailboxes.

In all, the migration was reasonably successful, although I do still need to decommission Exchange Server 5.5 (it was left in place to allow the Outlook profiles to update as users log in to the system) and some HTTPS publishing issues with Proxy Server 2.0 need to be resolved before I can call the job complete. In fact, those HTTPS publishing issues turned out to be the cause of much panic on Monday morning when Exchange seemed to be falling down around us. One of the methods we had tried to proxy inbound SSL was using the Winsock proxy client on the Exchange Server as described in Microsoft knowledge base article 184030. Although the SSL proxying hadn’t worked, the Winsock Proxy Client had been left installed on the Exchange Server – it didn’t seem to be causing any issues on Sunday night but by Monday morning the Exchange System Manager and Active Directory Users and Computers administration tools were inaccessible, which Microsoft knowledge base article 325322 suggests is related to a DNS problem. It was purely by chance that I managed to trace this back to the Winsock proxy client (as described in Microsoft knowledge base article 280833) and once this was uninstalled, all services became available.

One final issue left to resolve was to restore access to mailboxes for BlackBerry users, caused by the problems publishing OWA via HTTPS (although any change to the URL used to access OWA externally would have caused this). The resolution was to remove existing account details from users’ Vodafone Mobile E-mail profiles and recreate them using the new address as described in BlackBerry knowledge base article KB-03133.

Finally, for all Exchange Server admins, whether migrating to a new version of Exchange or administering an existing system, there are many tools for Exchange Server 2003 available for download from the Microsoft website.

Introducing Exchange Server 2007

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Another new product name… bland as ever, but definitely preferable to something like Windows PowerShell is Exchange Server 2007. Actually, that one was pretty obvious back at the Exchange Server “12” Ignite training last month but as most of the information I was given there was protected by a non-disclosure agreement (NDA) I couldn’t say anything. At yesterday’s Microsoft Technical Forum event, the new product name was being used extensively (and Eileen Brown told me that my 4-week old E12 t-shirt was out of date… that’s Microsoft product names for you).

On a related note, I read on the Exchange team blog that Exchange Server is now ten years old. It seems like only yesterday I was one of the Microsoft partner representatives on the Exchange 4.0 Server UK launch tour (my first experience of working directly with Microsoft). Happy birthday Exchange Server.

Gagging orders…

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Oh! The joys of legal agreements… for the next 2 days, I’m attending the Exchange Server “12” Ignite training tour and the first thing I’ve had to do on arrival is to sign a non-disclosure agreement (NDA) which prohibits me from reproducing or summarising any confidential information gained for the next 5 years! To be fair, these things are pretty standard and much of what I do at work is covered by one NDA or another, but it does effectively prevent me from writing about anything I learn on this course. I guess when the product is released to manufacturing, the information will cease to be confidential, but in the meantime I guess I’ll have to keep quiet about E12!

What I can say is that the bag provided as part of the delegate information pack reminds me a bit of my earliest experiences with messaging – my days a newspaper delivery boy.

A look at what’s coming in Exchange 12

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

At last week’s IT Forum ’05 highlights (part 2) event, Microsoft UK’s, Brett Johnson gave a presentation about the next version of Exchange Server (codenamed Exchange 12). Microsoft is positioning Exchange 12 around three “themes”:

  • Control for the IT professional: e-mail is a mission critical system; e-mail systems are too complex and expensive to run (involving too much firefighting and very little proactivity); management tasks are tedious and are not automated.
  • Inbox value and access for the information worker: users want to access all of their communications easily; mobile devices are increasingly common; calendaring is frustrating (especially when finding resources).
  • Active protection in a security situation: security is a top concern (make it secure by default); unsolicited commercial e-mail (UCE) and viruses compromise the e-mail experience (filter these using less CPU cycles); regulatory compliance is critical in many industries.

Exchange 12 is still work in progress, so the feature set is by no means set in stone; however beta 1 has been released to a limited group of testers (although I haven’t used my copy because the non-disclosure agreement would stop me writing about it – the information in this post is all from the public domain). The main enhancements for IT administrators included with beta 1 include:

  • A new administrative console, based on the MMC v3.0, with a simplified hierarchy and an actions pane.
  • A scriptable command line management shell (codenamed Monad).
  • Automatic client detection and configuration (no more MAPI profile generation).
  • New server roles.
  • 64-bit optimisation.

The five Exchange Server roles for Exchange 12 are:

  • Edge server – located within an organisation’s DMZ, the edge server is analogous to the current smarthost/mailsweeper role, but actually performed on an Exchange Server.
  • Client access – similar to an Exchange Server 2003 front-end server, acting as a proxy and managing connections for Outlook web access (OWA), Outlook RPC over HTTP and Windows Mobile connections.
  • Mailbox – where the data is stored.
  • Hub transport – allows a level of security policy separation; e.g. to prevent certain groups of users from receiving e-mail from the Internet.
  • Unified messaging – no longer just something to talk about. This really is voicemail in the Inbox.

Combined with the automatic client configuration, this role-based model simplifies deployment and management, reducing cost and complexity.
Exchange 12 architecture
In common with most of the Longhorn Server range of products Exchange 12 will be available in 64-bit editon only. Microsoft’s rationale for this is that over the last 10 years since Exchange Server 4.0, we’ve seen:

  • An increase in e-mail traffic.
  • An increase in e-mail message sizes.
  • Larger attachments (and a greater number of them).
  • More unique client devices per user.
  • A growing use of calendaring.
  • More granular security rights.
  • More users per server.

All of this adds up to a need for more memory (improved stability and more “elbow-room” for the operating system allowing new functionally) and a larger cache (increasing performance, enabling further server consolidation and reducing the cost of large mailboxes).

64-bit computing delivers reduced cost and complexity with reduced input/output to bigger, cheaper disks allowing more databases per server. Some are quoting a 70% performance increase over 32-bit systems. Continuous database replication with local or clustered log shipping means that maintenance activities can be moved from nightly to weekly and a new content indexer allows for efficient multi-mailbox searching with a low CPU impact and fast re-index.

Secure messaging is facilitated by protecting messages in transit and at rest. Intra-organisational e-mail is encrypted by default and signed by default. Business-to-business (B2B) integration requires no special client requirements, with automatic Exchange 12 to Exchange 12 gateway encryption. Messaging policies can be used to enable corporate, regulatory and litigation compliance with: transport rules for journalling, archiving, encryption and routing; storage rules for e-mail retention; and multi-mailbox searching.

From a client perspective, as for previous versions of Exchange, although legacy clients can be used, Outlook 2007 (previously codenamed Outlook 12) will provide the richest experience. OWA has an Outlook “feel” and like previous OWA versions offers many of the Outlook features, but is really a reduced-functionality client for hot-desking. There’s also access for Windows Mobile devices, and Outlook by phone – allowing a user to call into Exchange and control their e-mail using speech or touch tones to interface with an auto-attendant.

Having seen some of the Exchange 12 functionality demonstrated to me, I’m impressed. Just a few points that jumped out for me were:

  • The client interface is a bit like Windows Live Messenger (in style), but obviously still looks like Outlook.
  • OWA is fast, and looks to be even better than in Exchange Server 2003.
  • The out of office assistant (OOOA) can be set on a time period, so it will know when you expect to be back in the office and turn itself off again.
  • Contact properties include a map to the address (a feature borrowed from Mozilla Thunderbird) as well as the organisational hierarchy (or “steps to heaven” as it is known in Microsoft, demonstrating just how hierarchical Microsoft is).

The unified messaging looks great. In the demonstration I saw, Microsoft UK’s Ewan Dalton left a voicemail in an mailbox and the system picked up his caller ID to say who it was from, leaving a voice clip attached to the message. Where caller ID wasn’t available, the message was from “Anonymous Caller”. Upon playback, audio notes could be added in the message body. Later, he called into the unified messaging server again, using voice-activation to report that be was running late and so to move his first appointment, to clear the calendar until a specified time and to append a voice message to the meeting cancellation(s). The attendant (predictably) had a north-American accent, but coped admirably with Ewan’s Scottish tones and although beta 1 only includes voice activation for calendar, beta 2 will include e-mail too. Pretty soon I will be checking my e-mail as I drive down the M40 towards Slough… then maybe I won’t spend the first hour of my day in Outlook.

Exchange builds on the Exchange messaging platform (which has been around since 1996 now) and the significant improvements in Exchange Server 2003 SP2, to provide even more options for enterprise messaging and communications. I’m particularly pleased to see edge services (dropped from previous releases) and unified messaging (which has been talked about for years, but looks like it will finally make it into the product). I haven’t seen a product roadmap (in terms of timelines, or further enhancements in the next release) but I expect to see organisations putting this technology into production from 2007 onwards.

Mobile messaging and Exchange Server 2003 SP2

This content is 19 years old. I don't routinely update old blog posts as they are only intended to represent a view at a particular point in time. Please be warned that the information here may be out of date.

Apart from a short post announcing the arrival of Exchange Server 2003 service pack 2 (SP2), I haven’t written much on the topic. Often the first service pack for a product brings functionality that didn’t quite make it in time for the release. Second service packs are more likely to include features that have become significant in the market – for Windows XP that was security and for Exchange, that’s mobile messaging and tackling UCE – but SP2 also brings a number of other improvements:

  • Probably the most significant change for small businesses (and branch office deployments) is the increased storage potential for Exchange Server 2003 standard edition (now limited to 75GB, rather than the 16GB limit that existed previously). Of course, enterprise edition is still “unlimited”, but for those organisations running the standard edition, 16GB might only have been a few mailboxes!
  • SP2 also enhances some of the management tools – particularly with a “panic button” to prevent public folder replication (a lengthy process that was previously difficult to stop once started).
  • The Exchange Server 2003 intelligent message filter (IMF) – previously a separate download, it is now included in SP2. SP2 also supports SenderID – the proposal from Microsoft and others for validation that a message did actually originate from the organisation from which it claims to be.
  • Finally, on the mobile messaging front, SP2 adds direct push support, device and message security, and support for device policy provisioning.

I’m planning a separate post on tacking unsolicited commercial e-mail (UCE – commonly known as spam) using the IMF so here I’ll concentrate on the mobile messaging improvements in SP2.

At last week’s IT Forum ’05 highlights (part 2) event, Ewan Dalton (one of the Microsoft Exchange team members) demonstrated some of the new mobile technologies. I was quite impressed – up until now, Windows Mobile users only really had POP/IMAP/HTTP e-mail whilst Blackberry users were bragging about their instant delivery (“push” e-mail). Actually, none of it is instant – there’s actually a polling mechanism in place and push does involve some pulling (as does it for Blackberry), but even so it’s pretty good.

The ActiveSync direct push process works as follows:

  1. The mobile device sends a request to the Exchange Server front end server.
  2. The server holds the request pending until the heartbeat interval expires (default 15 minutes) – effectively keeping a connection open, but with no traffic).
  3. If no mail arrives before the heartbeat interval expires, the device sends another request but if new mail arrives in the meantime, the server notifies the device that changes have occurred in the mailbox.
  4. Upon receiving a response from the server, the device immediately issues a synchronisation request to pull e-mail. Once synchronised, the process restarts at step 1.

In practice, I’m told that mail will probably be on the mobile device before it would arrive in Outlook in cached mode.

When asked about the cost of keeping the device connection open using the heartbeats, Microsoft replied that their testing indicates an extra 1MB of traffic per month; however, because the new ActiveSync is using GZIP compression, traffic levels have dropped by 50%, so it could actually result in lower bandwidth charges.

Another improvement with SP2 is the new mobile device policy functionality, allowing organisations to enforce device security requirements, e.g. password length, complexity, inactivity timeout, refresh interval and also the ability to wipe the device after a specified number of attempts (the handset would still be usable, but it would no longer contain any data). All of this can optionally be overridden with exceptions (e.g. for older devices which do not support the policy). Certificates are also supported in place of username and password/PIN combinations; however these need to be provisioned over a corporate network (not the mobile operator’s network).

Microsoft also demonstrated the ability to wipe a device when chosen from a list of devices associated with a user, sending a dummy contact which effectively applies a new policy and wipes the device. Because this is a notification, not an SMS message, it is effective immediately.

Using a traditional middleware approach (e.g. BlackBerry Server for Microsoft Exchange), device support is limited and the network operator has to be involved in mail delivery:

Mobile middleware

With Windows Mobile and Exchange Server 2003 SP2, there is no middleware and devices connect via HTTPS straight into the corporate infrastructure:

Windows Mobile

In practice, this looks something like the following:

Windows Mobile in the Enterprise

Microsoft recommend using a domain-joined ISA Server with one NIC in the corporate network and another in a DMZ (i.e. behind another firewall) to pre-authenticate user requests. In this manner the front-end server no longer has to be located inside the DMZ and there are less firewall ports to be opened for Active Directory connectivity, decreasing the attack surface for the corporate network.

For scalability, Microsoft quote their own metrics from internal deployment.

  • Worldwide, the software giant has 106,000 user mailboxes with four front end hubs. About 25% of these mailboxes use mobile devices – and two thirds of these are smart phones with the remaining third running Pocket PC Phone Edition.
  • In Redmond alone, there are 60,000 mailboxes with all mobile services running on three Exchange Server 2003 SP2 servers (dual CPU and 2GB RAM). This breaks down to 20,000 simultaneous HTTP sessions per server (although they do concede that a more realistic benchmark would be 10-15,000 sessions). The same servers are used for Outlook Web Access (OWA) and Outlook RPC over HTTP.
  • ActiveSync uses a single HTTPS connection.
  • OWA uses 3 or 4 connections.
  • RPC over HTTP typically uses between 10 and 12 connections.
  • In the Europe, Middle East and Africa (EMEA) region, 9000 users are supported from one 5-node Exchange Server cluster in Dublin. Two of these are front end servers but one would be sufficient – the second is for resilience.
  • In order to use the new Exchange Server mobile functionality there are some device and server requirements:

    • The device must be running Windows Mobile 5.0 (older devices will work, but will not benefit from the SP2 improvements). Also, the messaging security feature pack (MSFP) is required for much of the new functionality – this is part of the adoption kit ROM update 2 (AKU2), currently being tested by network operators and expected to ship during March/April 2006. Device manufacturers can use an image update to refresh older Windows Mobile 5.0 devices that are already on the market.
    • The front end server needs to have Exchange Server 2003 SP2 installed. In addition, Microsoft recommend that the IIS and firewall HTTPS timeout is increased for the ActiveSync virtual directory (to between 15 and 30 minutes).

    Other OEMs are licensing Exchange technologies so the new features will be supported on a broader range of devices (Palm, Nokia, Motorola, etc.). Another option is the use of third-party software, like the Java-based DataViz RoadSync.

    Unusually feature-packed (for a service pack), SP2 is expected to be the last major functional improvement for Exchange Server 2003 but it brings a whole host of valuable functionality. Watch this space for more about the next version of Exchange Server (codenamed Exchange 12).