Exchange Server 2007 How-To (How-to Series)

Overview

Exchange Server 2007 How-To

Real Solutions for Exchange Server 2007 SP1 Administrators

J. Peter Bruzzese

Need fast, reliable, easy-to-implement solutions for Microsoft Exchange Server 2007? This book delivers exactly what you’re looking for. You’ll find tested, step-by-step procedures for everything from planning deployment and infrastructure through installing, configuring, managing, and securing Exchange in ...

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Exchange Server 2007 How-To: Real Solutions for Exchange Server 2007 SP1 Administrators

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Overview

Exchange Server 2007 How-To

Real Solutions for Exchange Server 2007 SP1 Administrators

J. Peter Bruzzese

Need fast, reliable, easy-to-implement solutions for Microsoft Exchange Server 2007? This book delivers exactly what you’re looking for. You’ll find tested, step-by-step procedures for everything from planning deployment and infrastructure through installing, configuring, managing, and securing Exchange in your production environment. Completely up-to-date, this book reflects Exchange Server 2007’s newest features, including the significant enhancements introduced with Service Pack 1. When time is of the essence, turn here first: get answers you can trust–and use–right now!

Fast, Accurate, and Easy-to-Use!

  • Prepare for deployment with the right hardware, software, server roles, and storage architecture
  • Upgrade, transition, or migrate from previous versions of Exchange–or from Novell or Lotus
  • Install roles, Edge Transport Servers, Active/Passive mailboxes, and more
  • Work with Exchange Management Console and Exchange Management Shell
  • Discover best practices for managing Exchange disk storage
  • Efficiently manage users, distribution groups, and mailboxes
  • Create and use Administrative Roles, Address Lists, Offline Address Books, and Managed Content Settings
  • Configure Client Access Servers, including Outlook Web Access, ActiveSync, and Outlook Anywhere
  • Fight spam with Exchange Server 2007’s powerful antispam features
  • Design and deploy disaster recovery plans you can trust
  • Plan and implement the best high availability options for your environment
  • Configure Unified Messaging to deliver voicemail and fax services
  • Monitor and troubleshoot Exchange

J. Peter Bruzzese (cofounder of ClipTraining.com) is an independent consultant, trainer, and author of the

monthly column Exclusively Exchange. Bruzzese’s website, exclusivelyexchange.com, provides screencasts about Exchange 2007 SP1, as well as Exchange blog postings and peer assistance. He has consulted with clients ranging from Goldman Sachs to Microsoft, and instructed for leading training organizations such as CBT Nuggets (for their Exchange 2007 Certification Series) and New Horizons. Bruzzese writes the Enterprise Windows blog for InfoWorld, contributes to Redmond and WindowsITPro Magazines, and speaks regularly at the MCP TechMentor Conferences. His recent books include Tricks of the Windows Vista Masters and Administrator’s Guide to Microsoft Office 2007 Servers.

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Product Details

  • ISBN-13: 9780672330483
  • Publisher: Sams
  • Publication date: 1/6/2009
  • Series: How-To Series
  • Pages: 322
  • Product dimensions: 5.90 (w) x 8.90 (h) x 0.80 (d)

Meet the Author

J. Peter Bruzzese is an independent consultant and trainer for a variety of clients including CBT Nuggets (the Exchange 2007 Video Series) and New Horizons. During the past ten years, Peter has worked with Goldman Sachs, CommVault Systems, and Microsoft, to name a few companies. His focus has been and continues to be corporate support and training. He has specialized in Active Directory, Exchange support, education, and certification training. He holds the following certifications: Microsoft’s MCSA 2000/2003; MCSE NT/2000/2003; MCITP: Messaging with Exchange 2007; and MCT; Novell’s can; Cisco’s CCNA; CIW’s CIW Master and CIW Certified Instructor; and CompTIA’s A+, Network+, and iNET+.

Peter enjoys taking complex technical topics such as Exchange and breaking them down into something easy to understand and enjoyable to learn. He has a love for the way messaging works and appreciates the improvements Microsoft has made to Exchange with each release.

Peter has a monthly column with Realtime Publishers called Exclusively Exchange, which formed his free site www.exclusivelyexchange.com. At this site, you can watch screencasts about Exchange 2007 SP1, read Peter’s blog postings about Exchange and PowerShell, and locate assistance from others in the Exchange community. He also created a variety of miniature training clips to assist others in learning more about networking, Office 2007 (including Outlook 2003 and 2007 clips), and Vista (www.cliptraining.com). Peter believes that short training sessions in a familiar environment yield greater results.

Peter is also a contributor to Redmondmagazine, WindowsITPro magazine, and several tech sites. He is a speaker for the TechMentor conferences, Microsoft TechEd conferences, the IT360 Tech conferences in Canada, and more recently, the TEC conference. His conference sessions focus mainly on Exchange. Finally, he writes the Enterprise Windows blog for InfoWorld.

You can catch up with Peter at mailto:jpb@cliptraining.com.

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Table of Contents

Introduction 1

1 Introduction to Exchange 2007 SP1

An Overview of Exchange 2007 SP1 6

New Features for Exchange 2007 7

Additional Features with SP1 8

Your Next Step 9

Choose Your Exchange Server Roles 9

Determine Your Server Type: Server 2003 or 2008 10

Choose Your Exchange 2007 Version 11

Choose the Right Hardware for the Role 12

The Processor 12

The Memory 13

Disk Space 13

Ensure the Needed Software Is Installed First 15

.NET Framework v. 3.0 or 2.0 with Hotfix or SP1 15

Microsoft Management Console (MMC) 3.0 15

PowerShell 1.0 16

Ensure Components Are Installed Per Server Role 16

Plan Your Exchange Storage Architecture 17

2 Consider Deployment Scenarios

Make Heads or Tails of Upgrade Terminology 22

Upgrade from Exchange 2007 RTM to SP1 23

Transition from Exchange 2000/2003 to Exchange 2007 24

Deciding Which Servers to Replace First 25

Preparing AD 26

Moving Over Mailboxes 27

Using 2007 as a Public Folder Replica 30

Phasing Out 2000/2003 34

Migrate from Exchange 5.5 35

Migrate from Lotus Domino 36

Migrate from Novell GroupWise 37

Evaluate Third-Party Solutions 37

3 Install Exchange 2007

Perform a Readiness Check Using the Exchange Best Practices Analyzer 40

Perform a Typical Installation of Roles 42

Perform a Custom Installation 46

Install an Edge Transport Server 48

Preparing the Edge Transport Directory Service 48

Configuring the DNS Suffix and Adding a Host Record for the Edge Servers 49

Installing the Edge Server 50

Making the Connection with an HT Server 51

Perform a Mailbox Active/Passive Installation 52

Install the Active Side on Server 2003 53

Install the Active Side on Server 2008 54

Install the Passive Side on Server 2003/2008 54

Work with the EMC and the Exchange Management Shell 55

The Exchange Management Console 55

The Exchange Management Shell 56

4 Manage Storage and Databases

Manage Storage Groups 60

Create a New Storage Group 60

Remove a Storage Group 61

Move a Storage Group Path 62

Enable or Disable Circular Logging for a Storage Group 63

Storage Group Properties from the Exchange

Management Shell 64

Create Mailbox Databases 65

Remove a Mailbox Database 66

Mount/Dismount Mailbox Databases 66

Manage MB Database Properties 67

The General Tab 68

The Limits Tab 69

The Clients Settings Tab 71

Additional MB Database Management Issues 72

Manage Public Folder Databases 74

Creating a New Public Folder Database 75

Creating and Removing Public Folders 75

Mail-Enabling and Disabling Public Folders 76

Configuring Public Folder Database Settings 77

Configuring Public Folder Settings 79

Configure a Best-Practice Disk Strategy 80

5 Manage Recipients

Modify Recipient Configuration 84

Create User Mailboxes 85

Create a Mailbox for an Existing User 85

Create a Mailbox for a New User 87

Remove a Mailbox 89

Disable a Mailbox 89

Create a Linked Mailbox 90

Create Resource Mailboxes 92

Create a Room Mailbox 92

Create an Equipment Mailbox 93

Configure Resource Mailbox Properties 93

Manage Resource Mailboxes 95

Resource Settings 96

Create Mail-Enabled Contacts and Mail-Enabled Users 99

Create a New Mail Contact 99

Create a New Mail User 101

Create Distribution Groups and Dynamic Distribution Groups 102

Create a New Distribution Group 103

Mail-Enable a Distribution Group 104

Create a New Dynamic Distribution Group 105

Configure Expansion Servers 107

Advanced Distribution or Dynamic Distribution

List Properties 108

6 Manage Organization Permissions and Mailbox Settings

Create Exchange Administrative Roles 112

Work with Address Lists 114

Create an Address List 115

Apply Address Lists 116

Edit Address Lists 116

Preview Members of an Address List 117

Multiple Global Address Lists 117

Work with Offline Address Books 120

Create an Offline Address Book 120

Move the OAB Generation Server 121

Change the Default OAB 122

View and Modify OAB Properties 122

Require SSL for OAB Distribution 123

Assign OAB to Clients at the Database and Individual Mailbox Levels 124

Use Managed Content Settings 125

Grasp the Meaning of Managed Content Settings 125

The Process of Managed Folders and Policy Creation

and Application 126

Create New Managed Default Folders 127

Create New Managed Content Settings 127

Create a New Managed Custom Folder 129

Create a Managed Folder Mailbox Policy 130

Applying a Folder Policy to a Recipient 131

The Managed Folder Assistant 132

Configure Mailbox Properties and Settings 132

Mailbox Settings Tab 133

Mail Flow Settings Tab 133

Mailbox Features Tab 135

7 Configure the Client Access Server (CAS)

Administer the CAS Role 138

IIS Integration 139

Manage OWA 141

Configuring the OWA Properties in the EMC 141

Using the IIS Manager to Simplify the URL for OWA 146

Configure SSL and Certificates 148

Manage Exchange ActiveSync 150

Create and Apply ActiveSync Mailbox Policies 151

The General Tab of the ActiveSync Policy 153

The Password Tab of the ActiveSync Policy 153

The Sync Settings Tab of the ActiveSync Policy 153

The Device Tab of the ActiveSync Policy 154

The Advanced Tab of the ActiveSync Policy 155

Assign an ActiveSync Policy to Users 156

Manage a Mobile Device 156

Enable and Configure Outlook Anywhere 158

Install RPC over HTTP on Windows Server 2003 158

Install RPC over HTTP on Windows Server 2008 158

Enable Outlook Anywhere 159

Configure Clients to Use Outlook Anywhere 160

Enable POP3 and IMAP4 162

8 Administrate Transport Settings

Work with Accepted Domains 166

Confirm the Domain Type 167

Create a New Accepted Domain 168

Implement Email Address Policies 168

Alter the Default Email Policy 169

Create a New Email Policy 170

Work with Remote Domains 171

Alter the Default Remote Domain Settings 171

Create a New Remote Domain 173

Set Transport Rules 174

Design a Transport Rule 174

Create a Transport Rule 177

Configure Journaling 178

Manage Connectors (Send and Receive) 180

Establish EdgeSync Subscriptions 183

Enable Antispam Configuration 185

The Nine Antispam Features 185

Antispam Updates 188

9 Design and Deploy Disaster Recovery Settings

Design for Disaster 190

Disaster Recovery Solutions 190

Disaster Readiness 191

Recover Deleted Items and Mailboxes 191

Deleted Item Recovery 192

Deleted Mailbox Recovery 192

Backup and Recover Data (Server 2003 and 2008) 194

Backup and Recovery with Server 2003 194

Backup and Recovery with Server 2008 198

What are Volume Shadow Copies? 199

Implement Database Portability 200

Relocate a Database 200

Restore a Database to a New Server 201

Work with Recovery Storage Groups 203

Use Dial-Tone Restores 206

Perform a Dial-Tone Recovery on the Same Server 206

Perform a Dial-Tone Recovery on a Different Server 208

Recover a Non-Mailbox Role 208

Server Restore Points to Remember 209

Edge Transport Recovery 210

10 Design and Deploy High Availability for Exchange 2007

Choose a High Availability Solution 212

Local Continuous Replication 213

Cluster Continuous Replication 213

Standby Continuous Replication 214

Single Copy Clusters 215

Choose a High Availability Option 216

Enable Local Continuous Replication 217

Enable LCR on an Existing Storage Group 217

Enable LCR for a New Storage Group and Database 219

Verify LCR Is Functional 219

Recover from Disk Failure 220

Configure Cluster Continuous Replication 222

Configuring Cluster Services with Server 2003 223

Configuring Cluster Services with Server 2008 229

Making Changes to the Transport Dumpster 236

Confirm the CCR Cluster Is Performing Properly 237

Implement Standby Continuous Replication (SCR) 237

Utilize Single Copy Clusters 239

Design CAS High Availability 240

Design Hub Transport High Availability 242

Design Edge Transport and Unified Messaging High Availability 243

11 Configure a Unified Messaging Server

Envision Unified Messaging Within Your Environment 246

Unified Messaging Features 246

Examine Your Hardware Needs for Unified Messaging 248

Configure a Unified Messaging Server 250

Create a Dial Plan 250

Create a UM IP Gateway 254

Configure the UM Mailbox Policy 256

Configure the Auto Attendant 259

Enable UM Users 264

Put the Pieces Together 266

12 Monitor and Troubleshoot Your Exchange Environment

Monitor Your Exchange Environment 270

Performance Monitor 270

Event Viewer 274

Performance Troubleshooter 276

Microsoft Operations Manager (MOM 2005) 280

Use the Exchange 2007 Toolbox to Troubleshoot 282

The Best Practices Analyzer 282

Disaster Recovery Tools 284

Mail Flow Tools 285

Use the EMS Test Cmdlets for Troubleshooting 288

Index 291

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Preface

Introduction Using This Book

  • How To Educate Yourself About Exchange 2007 SP1
  • How To Benefit from This Book
  • How To Continue Expanding Your Knowledge

How To Educate Yourself About Exchange 2007 SP1

In truth, whenever you pick up a book that catches your eye, flip to an article that draws your interest, or research and locate a site or blog that interests you, you are attempting to educate yourself in some way. Perhaps it is a subject you already know or one for which, you can extract the information you need much faster and easier than a novice because of your preexisting knowledge.

The motivation behind education varies from person to person. Some simply love to learn to enhance their own knowledge of a subject, even if they never intend to use that knowledge in the working world. Some, on the other hand, are required to learn to perform a job. A messaging engineer, much like a physician, must keep up with the latest practices and techniques to stay on top of the profession he has chosen.

Most Exchange books are 800, 900, or even 1,500 pages in length! And for some, that is just the kind of book they need to accomplish their messaging goals. However, this book is a “how-to” book. It’s designed to give an administrator what she needs to understand the concepts involved in managing an Exchange 2007 SP1 environment and to perform the necessary tasks.

There are many ways to educate yourself about Exchange 2007 SP1. You can review books, articles, and websites, but for on-the-job, in-the-trenches, step-by-step information, look no further than this book!

How To Benefit from This Book

We’ve designed this book to be easy to read from cover to cover. The goal is to gain a full understanding of Exchange. We divided the subject matter into 12 easy-to-navigate and easy-to-use chapters:

  • Chapter 1, “Introduction to Exchange 2007 SP1”
  • Chapter 2, “Consider Deployment Scenarios”
  • Chapter 3, “Install Exchange 2007”
  • Chapter 4, “Manage Storage and Databases”
  • Chapter 5, “Manage Recipients”
  • Chapter 6, “Manage Organization Permissions and Mailbox Settings”
  • Chapter 7, “Configure the Client Access Server”
  • Chapter 8, “Administrate Transport Settings”
  • Chapter 9, “Design and Deploy Disaster Recovery Settings”
  • Chapter 10, “Design and Deploy High Availability for Exchange 2007”
  • Chapter 11, “Configure a Unified Messaging Server”
  • Chapter 12, “Monitor and Troubleshoot Your Exchange Environment”

In each of these chapters are subheadings that focus on the primary elements of design and deployment of that portion of Exchange.

Under the subheadings are scenario-problem introductions. These serve as starting points for the administrator to consider. At times, the information provided helps you deal with a specific problem that you might face. Typically, a scenario is described that enables the administrator to determine whether this direction is needed for his particular organization.

The solution that follows each scenario-problem includes additional information about a particular technology or design element to consider before providing step-by-step instructions. This additional information is provided so that you have more than just commands, but also the underlying reasons for the instructions.

When additional information is needed that doesn’t fit neatly into the subject matter or it is essential that the message stand out to attract your attention, we use a note.


Note - This is an example of a note.


At other times, when a task that is performed through the Exchange Management Console (EMC) is shown to you in PowerShell through the Exchange Management Shell, we use a special note that looks like this:


Note - The cmdlet through the Exchange Management Shell to move a storage group path is Move-StorageGroupPath-Identity “Name of Storage Group” -LogFolderPath:”New Location Path” -SystemFolderPath:”New Location Path.”


Perhaps the most important aspect of the how-to premise is the provision of step-by-step instruction that walks you through each and every step of the wizards and dialog boxes that Exchange provides in the GUI console. Along with clear instructions on managing and configuring your Exchange organization, we provide clear figures and screenshots of only the most important elements you face visually while working with your Exchange servers.

How To Continue Expanding Your Knowledge

Certainly there are more books, articles, and websites you can and should consider to expand your knowledge of Exchange 2007, especially because Exchange 2007 will continue to evolve and change as Microsoft adds more features, fixes, and enhancements. How does one stay on top of this flood of information about Exchange?

Several websites are invaluable and should be added to your Favorites at work. They include the following:

  • The Microsoft Exchange Team Blog (http://msexchangeteam.com)—Truly,this is the finest resource on the Internet for Exchange information because it comes directly from the creators of Exchange and the finest instructors and MVPs Exchange has to offer.
  • TechNet for Exchange 2007 (http://technet.microsoft.com/en-us/library/bb124558.aspx)—In addition to the Exchange team itself, this is the best location for organized, clear, up-to-date information about Exchange 2007.

In addition, several blog sites from Exchange gurus are worth investigating, including the following:

  • http://exchangepedia.com/blog (by Bharat Suneja)
  • http://exchange-genie.blogspot.com (by Brian Tirch)
  • http://mostlyexchange.blogspot.com (by Jim McBee)
  • http://robichaux.net/blog/ (by Paul Robichaux)
  • http://blogs.technet.com/scottschnoll/ (by Scott Schnoll)

These are just a handful of the ones I personally enjoy; you can easily find more. Choose the ones you feel are most helpful to you.

Last, but certainly not least, you are welcome to visit my website (http://www.exclusivelyexchange.com) for free Exchange education. It includes links to articles I wrote, a variety of interviews, and so on. You might be most interested in the collection of free screencasts for Exchange and PowerShell.

© Copyright Pearson Education. All rights reserved.

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