Document management in Exchange Server 2016

 Nov 11, 2016

There has been many new and updated features associated with document management, messaging policies and compliance in Exchange Server 2016.

  • Data Loss Prevention templates can identify, monitor and protect more than 80 types of sensitive information with new conditions and actions that include mail flow rules that can match properties in attached Office documents, and allowing integration with SharePoint, Windows Server 2012 R2 File Classification Infrastructure (FCI) or a third party classification system. The new action Notify the recipient with a message can send notifications to recipients with the text you can specify, and the action Generate incident report and send it to allows group addresses as recipients. See Data loss prevention.

  • Public Folders are now integrated into the eDiscovery and Hold workflows, allowing you to search and place a hold on all Public Folder contents. Later releases are planned to allow you to specify the Public Folders to be searched and placed on hold. See Search and place a hold on public folders using In-Place eDiscovery.

  • Compliance Search is a new eDiscovery tool in Exchange Server 2016 that allows an unlimited number of mailboxes to be included in a single search and an unlimited number of concurrent searches. (The In-Place eDiscovery in Exchange Server 2016 still limits you to a maximum of 10,000 mailboxes in a single search, and only a maximum of two In-Place searches at a time.) Compliance searching is currently only supported in the Exchange Management Shell via a number of ComplianceSearch cmdlets, and you need to be a member of the Discovery Management Role Group or be assigned the Mailbox Search management role. See Messaging policy and compliance in Exchange 2016.

  • The search engine architecture has been redesigned and is now asynchronous and decentralised, able to distribute the work across multiple servers and keep retrying if any server is busy. This results in faster more reliable search results and improved scalability, upping the maximum number of mailboxes that can be searched at once in the console to 10,000 mailboxes (As above, you can search an unlimited number of mailboxes using the Exchange Management Shell.)

  • The Hybrid Configuration Wizard (HCW) from Exchange Server 2013 has been moved and is available as a cloud based application, allowing it to be updated quickly to support changes to the Office 365 service and includes improved troubleshooting and diagnostic capabilities to help you resolve issues when running the wizard. This wizard will now be used for both Exchange Server 2016 and Exchange Server 2016 hybrid deployments. AADConnect also now supports multiple forest environments, and can optionally integrate with Active Directory Federation Services (AD FS) to provide features such as Domain Join Single Sign On (SSO), enforcenment of AD sign in policy and support for smart cards and 3rd part Multi-Factor Authentication, and health monitoring capabilities via the Azure portal. See Integrating your on-premises identities with Azure Active Directory.

Take a look at our other blog posts for more new fetures of Exchange Server 2016.

For more information, check out New Horizons' Exchange Server 2016 training courses.

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About the Author:

Gordon Cowser  

With over 22 years real world and training experience, Gordon is our most senior IT Infrastructure trainer. His expertise includes but is not limited to; Microsoft Server and Client OS, Messaging, Collaboration, Active Directory and Network Infrastructure. Gordon also specialises in SharePoint technologies training in both technical and end user aspects. With his extensive skill-set he brings a thorough mentoring capability to the classroom where he can advise on technical issues and challenges often beyond the scope of the course curriculum. A very approachable and experienced training professional, he has the ability to establish credibility fast with students at all levels.

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