Avoid bumpy rides with Exchange Online

I’m posting from a hotel room in Hartford, CT, getting ready for a meeting with a client tomorrow.  Getting here reminded me of why you might want to choose to not try to go it alone when you set up Exchange Server for your organization.  More details on the trip later.

One of the biggest problems I see clients facing when they deploy Exchange Server is the simple fact that it’s a huge software package.  In reality, it’s more of a suite of tools than one application, and therefore requires either pre-existing expertise, or a very fast ramp-up to be able to properly install, manage and maintain the solution set.  Luckily, there are options today that were simply not available in the past, namely Hosted Exchange Services (a.k.a.. Exchange Online).

Hosted Exchange is – at its heart – renting space on a shared or dedicated Exchange Server that is managed and maintained by a 3rd party.  These are hosting providers vetted by Microsoft (or at least they should be) and skilled in creating, deploying and managing Exchange Server solutions. No hardware on-site, and no major management needed by your own tech people.  So what are the pros and cons of using a solution like this.

The major con is that you have to keep your data on another server system that doesn’t reside within your firewall and security network.  Though the reality is that anything which requires connectivity to the outside world is technically open to attempted attack, some companies may not be able to tolerate hosted data.  Either corporate or external compliance policies and laws may prohibit this, so be sure to check with your compliance staff to make sure it’s ok before you ship the email off-site.

Barring compliance issues, security may still be a concern.  Make sure you completely check out your hosting provider, make sure they are a Microsoft Partner and make sure to get references before you sign over your digital life.  It’s totally fair to put the hard questions to your hosting provider, as you’re trusting them with a tremendous amount of sensitive data.

Beyond those two potential cons, the pros are pretty deep.  Many small to mid-sized organizations may attempt to host an Exchange Server in their own network.  Due to inexperience or just plain lack of time, patches are missed, settings are mis-configured, security concerns are overlooked.  This leads to either a poorly functioning Exchange system, or worse, an attack against the organization using the messaging platform as the attack vector.  Larger organizations who have dedicated messaging staff can afford to have people who look after these details, but smaller shops can’t, and often the company infrastructure suffers because of it.  I’ve discussed a lot of potential pitfalls to running an Exchange environment – this is a well-rounded way beyond most of them.

As a matter of fact, when talking with Jon Orton – one of the TPM’s that works with Exchange Online for Microsoft – he related to me that “we’re seeing more and more people, especially in the “small Exchange deployment, not much expertise” category, signing up for Exchange Online and partner-hosted Exchange.”  By placing the infrastructure in the hands of a team of experienced Exchange engineers, you remove that burden from your IT staffers.  Don’t get me wrong, I believe anyone can indeed learn to manage an Exchange Server messaging and collaboration environment However, if you do not need to, then this is one thing you can get off your plate and off your mind – safely.

So, even though it might be very tempting to set up Exchange Server within your network, the facts that it is readily available for purchase and that server hardware is getting cheaper should not be the major factors in decision.  Hosted Exchange Services with a trusted provider are easier to work with and just as readily available, and with a little legwork ahead of time, will be a better solution for many small and mid-sized organizations.

Which leads me to my harrowing journey today.  When considering how to get to Hartford from my native New York City (Queens, to be exact),  I had a few choices.  All were pretty easy.  I could take a train to a mid-way city and hitch a ride with a co-worker going to the same meeting from there.  I could take a different train and then a quick shuttle here.  But, because it was readily available and easy to set up, I chose to take a bus directly out to Hartford.  Much as with the decision to leap before you look and set up an Exchange Infrastructure on-site, I nabbed the tickets and got on the bus without a lot of pre-existing experience with the bus route.  After getting bounced around the bus for about 3 hours, and nearly losing the sandwich I had grabbed at the terminal, I finally got off the bus from hell and collapsed into the hotel room.  Had I researched my options a little better – and sought out some experience from others – I would have realized that a little more legwork would have led to a much better experience for me.

So do a little legwork before you put in your Exchange Server.  Know what you’re getting into and know that there are great options for getting out of the situation.  Exchange Online with a trusted provider can offer a convenient, safe and workable option for those who are just not quite ready to roll their own.