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Notice: This material is excerpted from Special Edition Using Microsoft Exchange Server, ISBN: 0-7897-0687-3. The electronic version of this material has not been through the final proof reading stage that the book goes through before being published in printed form. Some errors may exist here that are corrected before the book is published. This material is provided "as is" without any warranty of any kind.

31 - Implementing Third-Party Integration Tools

By now, we have discussed all the core functions of Exchange provided in the shipped version. Although Microsoft has an extensive array of features built into the application, they cannot deliver all the features that end users need in their environment.

Third-party developers are essential resources in the deployment of Exchange in your environment. You saw that Exchange is more than just a messaging system. Exchange is an application framework. Third-party developers can extend the framework to provide a wide array of solutions on top of your core Exchange architecture.

In this chapter, you learn about the following third-party enhancements to Exchange:

Using Workflow Technologies To Extend Exchange

Workflow was discussed briefly in Chapter 1, "Overview of Microsoft Exchange" as it pertains to the Exchange universal inbox paradigm. Workflow sometimes is confused with electronic forms and forms routing. Workflow consists of a strict set of rules to a process. It extends the function of group collaboration.

Workflow is composed of several other key technologies: e-mail, imaging, document management, and databases. The end result is that it should streamline business processes and reduce system costs by using workflow servers to perform tasks based on the business model(see fig. 31.1). These applications will be integrated with the Exchange client and provide an agent running on the Exchange Server to process and manage the workflow.

Fig. 31.1

Workflow framework and technologies.

The following is a list of Workflow technology solutions. Each product mentioned has a description of the components as well as integration with Exchange. The products include Exchange client software integration and data routing to external database sources, (see fig. 31.2).

Fig. 31.2

Workflow business process.

Document Imaging and Management with Exchange

Document Imaging is the capability to take an object, scan it, and store the image for later use on the computer system.

Document Management is the capability to take existing data in a variety of formats--including scanned images, audio and video files, word-processing documents, and more. After the systems has stored the object in its system, the object is cataloged and managed for later use. This includes user-defined fields, object-file type conversions, object indexing, and security permissions.

Both of these two technologies are complementary and separate. Document imaging involves capturing the object from an external source: paper, fax, and so on. The image must be processed and stored. You then would store the image into a document management system, which will contain more than just this one kind of data object, (see fig. 31.3).

Fig. 31.3

Document imaging and document management with Exchange.

The following is a list of document imaging and document management technology solutions. Each product mentioned has a description of the components as well as integration with Exchange. The products include Exchange client software integration and server connections to external image repositories.

There are several document management solutions, which are described in the following list:

Information Sharing

Information sharing is the capability to have group discussion forums with threaded conversations about a document, topic, or project. This capability is similar to an Internet News Group. This technology is the basis for groupware. Groupware provides a central repository for threaded conversation. The paradigm is activity that is classified as one-to-many. In this way, a user can write to one place, and then many people can access and comment on the information. Groupware is a base feature of Exchange. However, in this first release of exchange, there is little support for threaded conversation, (see fig. 31.4).

Fig. 31.4

Groupware: one-to-many conversations.

Understanding Information Providers

Information providers comprise a content-driven focus of Exchange. Exchange is more than just an e-mail system. This technology demonstrates the power of this client-server application framework.

Several companies provide intelligent agents, running on the Exchange Server to retrieve information of a given subject, (see fig. 31.5). This technology can parallel what is known as a "web crawler" on the Internet. These agents are given a specific topic and poll their respective information feeds.

This function is configured in a manner similar to other server-based rules on Exchange. The end user access the rules policy from the client workstation with the Exchange Universal In-box and tell the agent what information to gather. At this point, the agent on the server executes the request and is not dependent on the client to be connected. The agent returns the information and resources to the users’ post office information store.

Fig. 31.5

Information providers for Exchange Server.

Communication and Gateways for Exchange

Communications and gateways provide ways to extend Exchange in legacy systems or to provide new functionality from the In-box. These technologies include wireless access to Exchange mail servers, X.25 support for international message transfer, and public and private network and systems. For Gateways, several third-party developers will extend Exchange with paging servers, fax servers, voice message servers, and connections into legacy mail systems, including Profs and All-in-One.

Communication Support for Exchange

Communications gateways and service providers for Exchange provide the backbone for accessing the Exchange message stores by way of wireless networking protocols, (see fig. 31.6), from a client PC or the technology to allow standards-based transmission of Exchange messages over x.400 and x.500.

Fig. 31.6

Wireless Networking Services for Exchange Server.

The process follows this scenario: a request is made from the mobile user on their PC with the Exchange In-box. The message is encapsulated in a message and transferred by way of the wireless network to a server-based agent. The agent then de-encapsulates the messages and performs the action dictated in the message. At this point, it communicates with the Exchange Server to send or retrieve mail, change a server-based rule, or perform another Exchange task.

The key standards for wireless technology are: ARDIS, CDPD, GSM and Inmarsat. The following list breaks down the technologies and service providers for wireless communication.

Fig. 31.7

Wireless networking technology by Inmarsat.

Fig. 31.8

WAN service for NT by Eicon.

Besides Sprint, several other value-added networking providers are working on supporting Exchange backbones. Services in the works will provide companies with links from Exchange into legacy systems, Profs, All-in-One, and Officevision; into other LAN mail systems such as Lotus and Cc:mail; and into other forms of messaging, EDI, fax, telex, CompuServe, x.400, and the Internet. A good way to think about these public and private networks are as a way to out-source gateways and address/message conversion processes. By supporting native Exchange formats, the providers can allow easy integration from the corporate LANs into trading and business partners.

Gateway Support for Exchange

Gateways and Connectors, (see fig. 31.9) are used to extend Exchange into existing LAN-based mail systems or legacy hosts systems. They also can provide new types of functionality to enhance messaging within the organization. Besides new Exchange gateways, the existing MS Mail gateway is accessed from Exchange. You can access these through the MS Mail PC connector.

Fig. 31.9

The MS Mail gateways for Exchange Server.

Fig. 31.10

ZIP! Office gateways for Exchange Server.

Due to message formats on the host systems, only one attachment can be sent in the body of a message. If multiple attachments must be sent to a host recipient, multiple messages must be used.

Fig. 31.11

The ZIP! Office Calendar Gateway for Exchange Server.

Fig. 31.12

Octel Voice-Mail gateway for Exchange Server.

This section described many of the gateways, connectors, and communication protocols support by third parties for the Exchange client and server.

Various ISV Solutions

Several companies have developed third-party enhancements to Exchange. These enhancements include enhanced electronic forms, Visual Basic reporting, directory service providers, security, and more. The following products contnue to describe additional ways to leverage an investment in Exchange.

Electronic data interchange is discussed in Chapter 32, "Electronic Data Interchange and Microsoft Exchange."

Exchange provides the MAPI v1.0 API to use for application enhancements or custom solutions for Exchange. Beyond MAPI, Exchange SDK’s (software development kits) are available for developing custom applications, external gateways, or integrated applications.

We mentioned several third-party solutions for Exchange. This list is by no means complete. Please contact Microsoft for continued updates to the list of ISV’s developing third-party application for Exchange at the following Web page:

Exchange provides a robust messaging and groupware framework. Third-party developers are working to extend the framework with Workflow, Document Imaging, Document Management, Information Sharing, Information Agents, Communications connectors, Gateways to external systems, and more. Microsoft provides the MAPI 1.0 application programming interface to allow additional developers to leverage the Exchange framework as needed.

From Here...

This chapter explained how Exchange can be extended by using third-party applications. For more information, see the following chapters:

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