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Exchange Migration common questions asked to clients?

Posted on 2011-03-08
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Hello Experts,

Can anyone provide me with template or doc with most common questions asked to client during a migration of Exchange/email corporate systems?

What should be the most important questions/guidelines to ask for a client who is requesting consulting services?

Thank you in advance
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Question by:Jerry Seinfield
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by:uescomp
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SEASONEDSOLDER earned 2000 total points
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Since the types of configurations in existence are so wide, this is not a 'set in stone' or 'template' set of questions to ask, but you may need to consult in various places to come up with the right questions to ask, since every client will be different.
I recently performed a transition from an exchange 2003 environment to a coexistence scenario with Exchange 2010, then onto a decommissioning of 2003.
Here are some of the questions I presented to my client:
First, analyze your deployment needs.
Review the subject matter for initial design decisions. (Like Server Roles)
Consider your client's deployment needs:
-How many physical locations does your company have?
-What is the total number of employees that you will be providing mailboxes & email services for?
-Are you interested in utilizing the Unified Messaging features within Exchange 2010 to allow for a universal inbox of voicemail and email combined?
-Have you considered the need you have to protect your environment from spam, malware, virus attacks & so forth?
-Do you have a need to receive email for more than one email SMTP domain?
-Do you correspond with another domain on a consistent basis where you would require some kind of policy to be put in place to control the communication between those two domains for legal or admin purposes?
-Active directory: How many domains? How many sites? How many domain controllers & what OS?
-Do you have servers in each site that meet the minimum requirements for exchange? (DC, GC, Schema Master)?
-Are there concerns about site replication or bandwidth issues currently causing problems within the existing Active Directory?
-Is the forest functional level at 2003 or higher?
-what is the permission structure within the organization?
These are all very valid questions that can get you started, but in the end, each migration/installation will always be unique.
Plan for the worst, then plan some more...!
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