Microsoft Exchange 2000, Conferencing Server, and SharePoint Portal Server 2001

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Overview

This book covers the planning, design, implementation, and support of Microsoft Exchange 2000, Conference Server 2000, and SharePoint Portal Server that make up Microsoft's knowledge management and collaborative solutions technology suite of products. Built from real world implementations and best practices, the book covers preparing, planning, prototype testing, and implementation of the three products for small, medium, and large organizations. The book also covers how to migrate from Exchange v5.5 to Exchange ...

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Overview

This book covers the planning, design, implementation, and support of Microsoft Exchange 2000, Conference Server 2000, and SharePoint Portal Server that make up Microsoft's knowledge management and collaborative solutions technology suite of products. Built from real world implementations and best practices, the book covers preparing, planning, prototype testing, and implementation of the three products for small, medium, and large organizations. The book also covers how to migrate from Exchange v5.5 to Exchange 2000 as well as has sections on Digital Dashboards, Outlook Web Access messaging, video conferencing, data conferencing, document routing, and information indexing.

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Product Details

  • ISBN-13: 9780672321795
  • Publisher: Pearson Education
  • Publication date: 7/25/2001
  • Pages: 594
  • Product dimensions: 7.44 (w) x 9.18 (h) x 1.42 (d)

Meet the Author

Rand Morimoto has been in the computer industry for more than 20 years and, as a Premier level member of the National Speaker Association (NSA), is world renowned for public speaking and authoring books on networking and communication technologies. Rand is an author for Sams Publishing and McGraw-Hill Publishing with a number of top selling books on information technologies. He frequently travels around the world speaking at conferences and conventions and is an advisor to the White House, setting domestic policy on electronic commerce and communications.

Chris Doyle has more than 10 years of industry experience and has helped clients deploy directory and messaging solutions all over the world. Chris is an author and public speaker who holds a bachelor's degree in English and many industry certifications from vendors such as Microsoft, Cisco, and Compaq. Most importantly, he is a dedicated and loving father and husband.

For the past 10 years, Joe Pennetta has been helping organizations with the planning, design, and deployment of a variety of infrastructure implementations, including enterprise messaging, directory architecture, and disaster recovery strategies. Joe is an author and holds many industry certifications from vendors such as Microsoft, Novell, and Sun Microsystems.

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Chapter 1: Business Solutions Based on Exchange 2000

Microsoft Exchange 2000 is one of the most popular messaging systems in the marketplace. It is best known as an electronic messaging system for intra-office electronic messaging and calendaring, as well as for inbound/outbound Internet e-mail communications. As Microsoft's fifth-generation messaging system, Exchange 2000 does more than just send and receive e-mail messages and provide individual and group calendaring. This chapter reviews the business solutions for which organizations are using Microsoft Exchange 2000, and how the technologies built into Exchange, both old and new, are leveraged to get the most productivity from the system.

What Is Microsoft Exchange 2000?

For most organizations that have deployed the Microsoft Exchange product, it starts off being a basic electronic messaging and calendaring mechanism similar to most other e-mail and scheduling solutions on the market. However, Exchange 2000 extends far beyond just the basics into a truly enterprise-based communications system.

When looking at the core electronic communication requirements of organizations, the basic functions of email and calendaring stand out as the mission-critical applications used to facilitate communications. The following sections look at the various business uses of Exchange 2000, starting with the basics.

Basic Exchange Electronic Messaging

The following are basic electronic messaging functions standard with the Exchange 2000 product.
Microsoft Outlook Client Functionality
Exchange 2000 uses the Outlook client, shown in Figure 1.1, as the front-end to support message creation, look-up, access, and filtering. An Exchange user takes advantage of the Outlook software for the function of message editing such as changing fonts, adding color, and setting boldface or underlining attributes. The mailbox user can also create a personal as well as shared group folder structure so that messages can be dragged and dropped into a logical organizational structure.
Sending and Receiving Internal Messages
The processing of messages within an Exchange 2000 environment is handled by the server function of Exchange. When a user sends a message from the Outlook client, it is received by the Exchange server that queries DNS and the Active Directory to determine whether the user is internal or external to the organization. If the user is internal to the organization, the message is routed to the internal user's mailbox and the message appears in the user's Outlook client software.
Support for SMTP Inbound/Outbound Internet Mail
When a message is destined for a location outside of the organization, Exchange 2000 routes the message to the external message recipient. Exchange 2000 uses the standard SMTP Internet messaging protocol for common message transport to foreign messaging systems.

Basic Exchange Calendaring

Microsoft Exchange also has integrated personal and group calendaring that can be accessed from the Outlook client software. Some of the core calendaring features include the following.
Personal Appointment Book
Each Microsoft Exchange user has a personal appointment book in which his or her schedule is stored, similar to the calendar shown in Figure 1.2. Appointments are stored with time, date, duration, subject, and details of the scheduled appointment. Appointments can be flagged as Private so that when an individual shares his appointment calendar with others, certain appointments are blocked from detailed view by others. An individual's calendar can be viewed or Printed with daily, weekly, or monthly views by default to provide flexibility in seeing calendar events.
Viewing Other's Schedules
Appointment schedules can be shared with others with full details (except private appointments) as well as limited to only seeing free/busy times. A full detailed view allows another user to see all appointments in a calendar (with the exception of private appointments). This gives users in an Exchange organization the ability to open, view, and schedule appointments with others.
Creating Shared Group Calendars
Calendars can be created in Exchange public folders, thus creating a shared calendar structure for shared resources such as conference rooms, company vehicles, shared projectors, and the like. Through security functions, shared calendars can be set where some users can view the calendar, some users can add information to the calendar, and other users have full control over all aspects of the calendar.

Features in Exchange 2000 That Are Similar to Previous Releases

If you are familiar with the Exchange 5.5 product, the following are features that are similar in the Exchange 2000 product.

Client/Server Environment

Exchange 2000 remains a client/server environment in which the server component handles mail message storage, message routing, common forms storage, and resource administration. The client component handles the user interface aspects of Exchange, which include message creation, message deletion, and sorting and filtering of information. The division of tasks between the client and the server systems provide an infrastructure that distributes core business functions to multiple resources. Through proper design and optimization (covered in Chapter 3, "Planning and Designing an Exchange 2000 Environment," and Chapter 9, "Supporting and Managing Exchange 2000"), all of the subcomponents of Exchange 2000 can be tuned to improve overall system performance and operation.

Access via Outlook (32-bit) or Web Client

With Exchange 2000, there are two main methods of access to Exchange data. One method is through the Microsoft Outlook client that comes with the various versions of the Microsoft Office product (Outlook 97, Outlook 98, Outlook 2000, or Outlook XP) shown earlier in this chapter. The other method is through a Web-based client access using the Outlook Web Access client, shown in Figure 1.3. The standard 32-bit Outlook client was the primary method of messaging content access in previous versions of Exchange. However, with significant improvements to the Outlook Web Access client, many organizations are choosing to use the Web interface as the primary method of Exchange access. This method of Exchange access is effective for many specific user access requirements....
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Table of Contents

Part 1 Exchange 2000: The Messaging Infrastructure
Introduction 3
1 Business Solutions Based on Exchange 2000 5
What Is Microsoft Exchange 2000? 6
Understanding Exchange 2000 Terminology 11
What's New in Microsoft Exchange 2000 17
Going Beyond E-mail to Create a Business Communications Infrastructure 22
Organizing Information to Create a Knowledge Management System 26
Using Outlook Forms to Create Common Entry Formats 28
Microsoft Outlook as a Remote Information Management Front-End 29
Digital Dashboards as the Portal to Structured Data 31
Scaling Exchange to Support an Enterprise Environment 32
Licensing Exchange 2000 34
Summary 36
2 Preparing for an Exchange 2000 Environment 37
Four Phases of Implementation 38
Exchange 2000's Reliance on a Properly Designed and Implemented Active Directory 39
Taking Stock of Your Current Environment 40
Decentralized Versus Centralized Administration Model 57
Sizing and Installation 58
Capacity Planning 60
Determine the Active Directory Design Goals 60
Summary 71
3 Planning and Designing an Exchange 2000 Environment 73
Mapping the Design Components 74
Evaluating Different Design Options 80
Active Directory Design Details 85
Defining Storage Groups and Multiple Databases 87
Defining Administrative and Routing Groups 89
Designing Remote Access to Exchange 2000 93
Exchange 2000 Support and Maintenance Tasks 97
Case Study for SmallCompany Inc. 102
Case Study for MediumCompany Inc. 106
Case Study for LargeCompany Inc. 111
Summary 116
4 Prototyping and Piloting Exchange 2000 17
Keeping It All in Focus when Structuring the Project 118
What's the Difference Between a Prototype and a Pilot? 132
Building the Test Lab 144
Summary 151
5 Implementing a New Exchange 2000 Environment 153
Prerequisites for Implementing Exchange 2000 154
Installing Exchange 2000 Server 161
Configuring Storage Groups and Databases 165
Routing Mail 172
Administering Exchange 2000 181
Managing Users, Groups, Contacts, and Mailboxes 192
Managing Public Folders 197
Implementing and Administering Internet Services 202
Completing the Implementation of Exchange 2000 208
Summary 210
6 Migration from Exchange 5.5 to Exchange 2000 211
Comparing Exchange 5.5 and Exchange 2000 Environments 212
Prerequisites for Migrating to Exchange 2000 215
Structuring the Migration for Best Results 220
Installing and Configuring the Active Directory Connector 224
Installing the First Exchange 2000 Server in an Exchange 5.5 Site 233
Exchange 2000 Mailbox Migration Methods 239
Migrating Exchange 5.5 Public Folders to Exchange 2000 248
Migrating Exchange 5.5 Connectors and Services to Exchange 2000 253
Completing the Migration to Exchange 2000 257
Summary 263
7 Unleashing the Advanced Features of Exchange 2000 265
Exchange 2000 Security 266
Implementing Front-End/Back-End Servers 277
Implementing Exchange 2000 Clusters 289
Deploying Instant Messaging 302
Implementing Chat Services 312
Summary 319
8 Building Digital Dashboards as a Portal to Information 321
What Is Digital Dashboards? 322
How Digital Dashboards Is Used in Business Environments 325
Digital Dashboards Components 328
Selecting Your Dashboards Storage System 331
Installing Digital Dashboards 332
Planning and Organizing Your Dashboards Interface 338
Digital Dashboards Creation 340
Implementing Dashboards in an Enterprise 344
Troubleshooting Digital Dashboards 345
Summary 347
9 Supporting and Managing Exchange 2000 349
The Need to Maintain and Support Exchange 2000 350
Built-In Online Maintenance Support 350
Optimizing Server Configuration 354
Performance Tuning Exchange 2000 Servers and Databases 357
Optimizing Outlook Web Access 362
Tuning Exchange 2000 Replication and Transport 363
Creating a Recoverable Exchange Backup Strategy 366
Recovering from a Failed Exchange Server 369
General Maintenance Guidelines 371
Windows 2000 and Exchange 2000 Support Tools 374
Monitoring Exchange 2000 378
Tuning and Service Level Agreements 380
Troubleshooting and Problem Solving Exchange 2000 381
Understanding Exchange 2000 Transport and Message Routing 384
Understanding Exchange 2000 Troubleshooting Tools 385
Summary 393
Part 2 Exchange 2000 Conference Server: Extending Collaboration Beyond Corporate Walls
10 Business Solutions Based on Exchange 2000 Conferencing Server 397
Communications Solutions of the Past 398
The Need to Improve Communications 399
Traditional Conferencing Options Today 403
How Exchange 2000 Conferencing Server Provides the Communications Organizations Desire 406
Why Conferencing Is Important for Businesses Today 409
How Exchange 2000 Conferencing Server Works 412
Overcoming Risks and Limitations 417
Sample Business Solutions 418
Summary 421
11 Planning and Designing Conferencing Server Installations 423
Setting Expectations 424
Networking and Data Transmission Standards and Terminology 426
Conferencing Server Components 427
Beginning the Conferencing Server Project 429
Designing a Conferencing Server Solution 431
Implementing Multicast Services 439
Conferencing Design Scenarios 442
Summary 448
12 Testing and Implementing Exchange 2000 Conferencing Server 449
Network Prerequisites 450
Installing Conferencing Server 454
Configuring Conferencing Servers with Exchange Conference Manager 459
Using Outlook 2000 with Conferencing Server 469
Using Other Clients to Access Exchange Conferencing Server 472
Summary 474
Part 3 MS SharePoint Portal Server: Adding Knowledge and Information Management to Form a Complete Collaborative Solution
13 Business Solutions Based on SharePoint Portal Server 477
What Is SharePoint Portal Server (SPS)? 478
Who Can Benefit from Using SharePoint Portal Server? 482
What Does SPS Replace in Business Communications? 487
SharePoint Portal Server Requirements 489
How Does SPS Work? 491
How SPS Integrates with Other Windows Applications? 494
Sample Business Solutions 495
Summary 498
14 Planning and Designing SharePoint Portal Server 2001 Installations 499
SharePoint Portal Server Technology Overview 500
Dashboard Sites 503
Preparing for the Design Process 504
Mapping the Current Processes to the Features Available with SharePoint Portal Server 507
Design the Solution 511
Designing the Workspace by Using Digital Dashboards 511
Qualifying the Content 512
Developing the Document Library Structure and Folder Structure 512
Before Installation 513
Hardware and Software Requirements for an SPS Installation 516
Special Considerations 524
Preparing and Planning for the Installation 525
Summary 526
15 Testing and Implementing SharePoint Portal Server 527
The Prototype Phase 528
The Pilot Phase 530
Server Installation Process 532
Configuring SharePoint Portal Server 535
SharePoint Portal Security Features 541
Creating Document Profiles 543
Backing Up and Restoring SharePoint Portal Server 545
Maintenance Considerations 550
Summary 552
Index 553
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Introduction

For the past 10 years, information technology implementations have focused on product features and functions. In today's environment, organizations need to focus on solutions that improve user productivity to remain competitive in the global information age.

This book focuses on several technologies available from Microsoft that create a knowledge and information sharing environment. Combined, these technologies provide a method for users to store documents and electronic messages, carry on real-time video and data conferencing, and index large volumes of data. Through the use of Digital Dashboards (Chapter 8), an organization can centralize all of the information into a customized front-end client.

The way this book was written, there is significant information that is appropriate for readers ranging from a high-level information technology executive needing to understand the technologies noted, to a systems engineer rolling up their sleeves to actually implement and support the technologies. A wide gamut of readers can gain value from this book by understanding how Exchange 2000, Conferencing Server, and SharePoint Portal Server can be leveraged to create a knowledge and information sharing environment all the way through the actual implementation and ongoing support of the solution.

This book covers the Microsoft Exchange 2000 product from planning to design, through prototype testing, to implementation and migration, and finally maintenance and support. As the electronic messaging infrastructure component of Microsoft's application server suite of products, Exchange 2000 can be the true backbone of communications (both internal and external) for organizations both large and small. Not only has electronic messaging become a mission critical communications medium for organizations, the Exchange 2000 product is the first Microsoft product that fully leverages the Windows 2000 Active Directory infrastructure. There are several other new technologies that Microsoft will be introducing in many of their other future products where Exchange 2000 is the first to adopt the technology. These new technologies are introduced in the first part of this book.

The book is broken into three major parts.

Part I starts with the development of the core infrastructure (Chapters 2-5) from which the knowledge and information sharing environment is built. The environment is built on a solid Windows 2000 Active Directory, DNS, and Exchange 2000 configuration. For organizations that are currently using Exchange 5.5, Chapter 6 of this book walks the Exchange administrator through the process of upgrading the core environment to Exchange 2000.

The second part of the book extends the core messaging environment to develop the video and data conferencing functions of the Exchange 2000 Conferencing Server product for real-time collaboration and communication (Chapters 10-12).

The third part of the book adds in SharePoint Portal Server 2001, which provides document management and indexing throughout the enterprise (Chapters 13-15).

In addition to walking the reader through the building blocks of developing the knowledge and information sharing infrastructure as well as developing the client front-end, this book also helps the reader strengthen the security for the information sharing environment and develop a clustered fault tolerant infrastructure (Chapter 7). Once the knowledge management environment has been built, it is important to develop and implement maintenance routines to keep the environment operational (Chapter 9) as would be expected in a mission-critical communication infrastructure.

It was our goal to take this book far beyond a basic installation and configuration guide, and truly help the reader develop a reliable infrastructure from which a full knowledge and information sharing environment could be built. As a team that has worked with Windows 2000, Exchange 2000, Exchange 2000 Conferencing Server, and SharePoint Portal Server 2001 years before the official release of the products, it is our hope that our knowledge and experiences, along with best practices, have been thoroughly captured and documented throughout the pages of this book.

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  • Anonymous

    Posted August 24, 2001

    Excellent Book, Highly Recommended!

    I used this book as our guide to plan and migrate our organization from Exchange 5.5 to Exchange 2000 and found this book to be clear, concise, and extremely helpful in our migration process. I highly recommend it!

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