Microsoft Exchange Server 2013 Unleashed


Microsoft Exchange Server 2013 doesn’t just add dozens of new features: It integrates multiple technologies into a common, unified communications system that can add value in many new ways. Now, five leading Exchange Server consultants help you deploy Exchange Server 2013 quickly and smoothly--and then efficiently manage, troubleshoot, and support it for years to come. More than a comprehensive, authoritative reference, Microsoft Exchange Server 2013 Unleashed presents hundreds of helpful tips and tricks based on...
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Microsoft Exchange Server 2013 Unleashed

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Microsoft Exchange Server 2013 doesn’t just add dozens of new features: It integrates multiple technologies into a common, unified communications system that can add value in many new ways. Now, five leading Exchange Server consultants help you deploy Exchange Server 2013 quickly and smoothly--and then efficiently manage, troubleshoot, and support it for years to come. More than a comprehensive, authoritative reference, Microsoft Exchange Server 2013 Unleashed presents hundreds of helpful tips and tricks based on the authors’ unsurpassed early adopter experience with Exchange Server 2013 in real production environments.

Carefully and thoroughly, the authors explain what’s new and different in Microsoft Exchange 2013 and guide you through architecting, planning, implementing, and transitioning to your new Exchange Server environment. They offer best practices for establishing solid Active Directory, DNS, fabric, virtualization, and PKI security environments to support Exchange; implementing high availability and site resilience; and much more.

You’ll find expert discussions of security and compliance and uniquely practical and detailed coverage of day-to-day administration, management, maintenance, and optimization. The authors next turn to advanced platform integration, helping you leverage the full benefits of linking Exchange Server, SharePoint, and Unified Messaging. They conclude with a full section on Exchange Server’s dramatically improved support for endpoint clients, including Apple, Android, and Microsoft smartphones and tablets.

Detailed information on how to...

  • Use proven best practices to install Exchange Server 2013 from scratch or to upgrade from Exchange Server 2007/2010
  • Integrate Active Directory, DNS, fabric, and virtualization with Exchange Server 2013
  • Implement certificate-based Public Key Infrastructure (PKI)
  • Plan, deploy, migrate to, and support public folders
  • Protect your users and organization with both policy-based and content-enforced security
  • Design and implement message archiving, retention, and eDiscovery
  • Administer, optimize, and document your Exchange Server 2013 environment
  • Architect all aspects of an integrated, enterprise-level Exchange Server 2013 environment
  • Integrate Exchange Server with SharePoint Site Mailboxes, Enterprise Search, and more
  • Leverage the robust Outlook client for Windows, Mac, Web, tablet, and mobile phones
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Product Details

  • ISBN-13: 9780672336119
  • Publisher: Sams
  • Publication date: 12/11/2012
  • Series: Unleashed Series
  • Edition number: 1
  • Pages: 936
  • Sales rank: 232,162
  • Product dimensions: 7.00 (w) x 9.10 (h) x 1.70 (d)

Meet the Author

Rand Morimoto, Ph.D., MVP, MCITP, CISSP, has been in the computer industry for more than 30 years and has authored, coauthored, or been a contributing writer for dozens of books on Windows, Security, Exchange, BizTalk, and Remote and Mobile Computing. Rand is the president of Convergent Computing, an IT-consulting firm in the San Francisco Bay area that has been one of the key early adopter program partners with Microsoft, implementing the latest Microsoft technologies, including Microsoft Windows Server 2012, System Center 2012, Windows 8, Exchange Server 2013, SharePoint 2013, Office 365, and Azure cloud services in production environments more than 18 months before the initial product releases.

Michael Noel, MCITP, MVP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He authored multiple major industry books that have been translated into more than a dozen languages worldwide. Michael has presented at over 100 technical and business conferences in more than 50 countries around the world and on all seven continents, including the first ever IT conference in Antarctica. Currently a partner at Convergent Computing ( in the San Francisco Bay area, Michael’s writing and extensive public-speaking experience across all seven continents leverage his real-world expertise in helping organizations realize business value from the information technology infrastructure.

Guy Yardeni, MCITP, CISSP, MVP, is an accomplished infrastructure architect, author, and overall geek-for-hire. Guy has been working in the IT industry for more than 15 years and has extensive experience designing, implementing, and supporting enterprise technology solutions. Guy is an expert at connecting business requirements to technology solutions and driving to successful completion the technical details of the effort while maintaining overall goals and vision. Guy maintains a widely read technical blog at and is a Windows MVP.

Chris Amaris, MCITP, MCTS, CISSP/ISSAP, CHS III, is the chief technology officer and cofounder of Convergent Computing. He has more than 20 years experience consulting for Fortune 500 companies, leading companies in the technology selection, design, planning, and implementation of complex information technology projects. Chris has worked with Microsoft Exchange Server since its original release in 1995. He specializes in messaging, security, performance tuning, systems management, and migration. Receiving his first Microsoft technologies certification in 1993, Chris is a current Microsoft Certified IT Professional (MCITP) with multiple Microsoft Certified Technology Specialist (MCTS) certifications in Microsoft technologies, a Certified Information Systems Security Professional (CISSP) with an Information System Security Architecture Professional (ISSAP) concentration, Certified Homeland Security (CHS III), a Novell CNE, a Banyan CBE, and a Certified Project Manager. Chris is also an author, writer, and technical editor for a number of IT books, including Microsoft System Center 2012 Unleashed, Network Security for Government and Corporate Executives, Microsoft Exchange Server 2010 Unleashed, and Microsoft Windows Server 2012 Unleashed.

Andrew Abbate enjoys the position of principal consultant and partner at Convergent Computing. With nearly 20 years of experience in IT, Andrew’s area of expertise is understanding a business’s needs and translating that to process and technologies to solve real problems. Having worked with companies from the Fortune Ten to companies of 10, Andrew has a unique perspective on IT and a grasp on “big picture” consulting. Andrew has also written nine industry books on varying technologies ranging from Windows to Security to Unified Communications and contributed to several others.

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Table of Contents

Introduction 1

Part I Microsoft Exchange Server 2013 Overview

1 Exchange Server 2013 Technology Primer 5

What Is Exchange Server 2013? 5

What's New in Exchange Server 2013? 14

Exploring the New Exchange Administration Center (EAC) 17

Architectural Changes in Exchange Server 2013 18

Improvements in Exchange Server 2013 Relative to Security 20

Improvements in Exchange Server 2013 Relative to eDiscovery and Retention 21

Changes to Public Folders in Exchange Server 2013 22

Introduction of Site Mailboxes in Exchange Server 2013 23

Exchange Server 2013 as the Focal Point for Remote and Mobile Communications 24

Integration with Lync 2013 26

Improving Unified Messaging in Exchange Server 2013 26

Making Exchange Server 2013 Extremely Reliable and Recoverable 27

Improving Configuration, Administration, and Management Through the Exchange Management Shell 29

Improving Performance Through Batch Moves and Processing 30

Understanding Mail Flow in Exchange Server 2013 31

Understanding the Importance of Active Directory for an Exchange Server 2013 Environment 32

Installing and Transitioning to Exchange Server 2013 33

Managing and Administering Exchange Server 2013 34

Summary 35

Best Practices 35

2 Understanding Core Exchange Server 2013 Design Plans 37

Planning for Exchange Server 2013 37

Understanding AD Design Concepts for Exchange Server 2013 42

Determining Exchange Server 2013 Placement 47

Configuring Exchange Server 2013 for Maximum Performance and Reliability 49

Securing and Maintaining an Exchange Server 2013 Implementation 50

Summary 51

Best Practices 51

3 Architecting an Enterprise-Level Exchange Server 2013 Environment 53

Designing Active Directory for Exchange Server 2013 53

Determining Hardware and Software Components 56

Designing Exchange Server Roles in an Exchange Server Environment 57

Designing Exchange Server Infrastructure 60

Integrating Client Access into Exchange Server 2013 Design 62

Summary 63

Best Practices 63

4 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2013 65

Domain Name System and Its Role in Exchange Server 2013 65

Outlining the Types of DNS Servers 67

Examining DNS Components 68

Using DNS to Route SMTP Mail in Exchange Server 2013 77

Understanding DNS Requirements for Exchange Server 2013 78

Configuring DNS to Support Exchange Servers 83

Troubleshooting DNS Problems 83

Global Catalog and Domain Controller Placement 87

Examining the Role of Domain Controllers in AD 90

Defining the Global Catalog 91

Exploring Microsoft Exchange Active Directory Topology Service 97

Understanding AD Functionality Modes and Their Relationship to Exchange Groups 99

Summary 103

Best Practices 103

5 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2013 105

Understanding Public Key Infrastructure 106

Server Certificates in Exchange Server 2013 112

Installing a Windows Certification Authority Server 118

Securing an Exchange Server 2013 Server 122

Securing an IIS Web Server 129

Implementing Secured Email Communications with Exchange Server 2013 138

Using Outlook to Send and Receive Digitally Signed and Encrypted Emails 144

Summary 149

Best Practices 149

Part II Implementing and Transitioning to Exchange Server 2013

6 Installing and Configuring the Basics of Exchange Server 2013 for a Brand-New Environment 151

Understanding the Exchange Server 2013 Server Roles 152

Understanding the Prerequisites for Exchange Server 2013 153

Understanding High Availability and Site Resilience in Exchange Server 2013 156

Exchange Server 2013 Hardware Requirements 157

Understanding the Active Directory Requirements for Exchange Server 2013 158

Understanding Role Based Access Control 167

Planning Your Exchange Server 2013 Installation 170

Deploying Active Directory from Scratch 172

Preparing Your Environment for Exchange Server 2013 182

Installing Exchange Server 2013 192

Finalizing the Deployment 194

Summary 195

Best Practices 195

7 Transitioning from Exchange Server 2007/2010 to Exchange Server 2013 197

High-Level Guide for Transition from Exchange Server 2007/2010 to Exchange Server 2013 198

Understanding How to Transition to Exchange Server 2013 199

Deploying a Prototype Lab for the Exchange Server 2013 Transition Process 204

Migrating to a Brand-New Exchange Server 2013 Environment 206

Planning Your Transition 207

Summary 219

Best Practices 219

8 Implementing and Supporting a Highly Available Exchange Server 2013 Environment 221

Understanding Windows Failover Clustering 222

Understanding Database Availability Groups 223

Deploying a Database Availability Group 226

Comparing and Contrasting DAG Versus CCR/SCR/SCC 246

Load Balancing in Exchange Server 2013 248

Software Load Balancing in Windows 249

Summary 254

Best Practices 255

9 Public Folders 257

Understanding Public Folders 258

Planning a Public Folder Environment 261

Implementing a Public Folder Environment 264

Managing Public Folders 271

Migrating Public Folders 278

Summary 283

Best Practices 284

Part III Securing and Compliance in an Exchange Server 2013 Environment

10 Understanding Exchange Policy Enforcement Security 287

What Is Enterprise Policy Management in Exchange Server 2013? 288

Understanding Relevant Governmental Regulations for Policy Enforcement 288

Using Transport Agents in Exchange Server 2013 297

Understanding the Hub Transport Agents in Exchange Server 2013 299

Understanding Transport Agent Policies on the Edge 305

Creating Messaging Records Retention Policies 307

Utilizing Rights Management Services for Policy Enforcement 310

Exchange Server 2013 Client-Level Security Enhancements 324

Protecting Against Spam 325

Securing Outlook Web App 329

Summary 331

Best Practices 332

11 Exchange Edge Including Antispam/Anti-Malware Protection for Exchange 333

Installing and Configuring the Edge Transport Server Components 334

Utilizing the Basic Sender and Recipient Connection Filters 343

Utilizing Sender ID on an Edge Transport Server 352

Using Content Filtering to Isolate Inappropriate Content 358

Fine-Tuning Content Filtering 364

Using Content Filtering to Allow and Reject Domain-Level Content 366

Filtering Content in a Message Attachment 368

Using Sender/IP Reputation to Filter Content 371

Using Address Rewriting to Standardize on Domain Address Naming for an Organization 373

Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server 375

Implementing Safelist Aggregation for Microsoft Outlook 380

Managing and Maintaining an Edge Transport Server 382

Exchange Server-Level Security Features 386

Forefront Online Protection for Exchange 393

Summary 394

Best Practices 394

12 Designing and Implementing Message Archiving, Retention, and eDiscovery 397

Why Is Email Archiving and Retention So Important These Days? 398

What Is Archiving, Retention, and eDiscovery? 398

Archiving in Exchange Using Archive Mailboxes 399

Creating and Using an Exchange Archive Mailbox 401

Retention in Exchange Server 2013 Using Retention Policies 405

Handling Legal Hold in Exchange 412

eDiscovery and Searching for Content 415

Summary 420

Best Practices 420

Part IV Exchange Administration, Management, Maintenance, and Optimization

13 Administering an Exchange Server 2013 Environment 423

Exchange Administration Center 423

Exchange Management Shell 428

Performing Common Tasks 431

Introduction to Role Based Access Control 436

Understanding Journaling 441

Understanding Archiving 446

Server Administration 448

Summary 451

Best Practices 451

14 Exchange Server 2013 Management and Maintenance Practices 453

Proper Care and Feeding of Exchange Server 2013 454

Maintenance Tools for Exchange Server 2013 457

The Exchange Administration Center 459

The Exchange Toolbox 460

Auditing the Environment 465

Best Practices for Performing Database Maintenance 474

Prioritizing and Scheduling Maintenance Best Practices 476

Postmaintenance Procedures 482

Reducing Management and Maintenance Efforts 482

Summary 483

Best Practices 484

15 Optimizing an Exchange Server 2013 Environment 485

Examining Exchange Server 2013 Performance Improvements 486

Analyzing Capacity and Performance 491

Optimizing Exchange Server 2013 Servers 494

Monitoring Exchange Server 2013 503

Analyzing and Monitoring Core Elements 504

Properly Sizing Exchange Server 2013 510

Monitoring Exchange Server with System Center Operations Manager 515

Summary 516

Best Practices 517

16 Backing Up the Exchange Server 2013 Environment 519

Understanding the Importance of Backups 519

Establishing Service Level Agreements 521

Supporting Backups with Documentation 523

Logging Daily Backup Results and Evaluation 526

Roles and Responsibilities 527

Developing a Backup Strategy 528

What to Back Up on Exchange Servers 532

The Need for Backups with Database Availability Groups 536

Backing Up Windows Server and Exchange Server 2013 537

Backing Up Specific Windows Services 538

Recovering Exchange Server Application and Exchange Server Data 542

Protecting Exchange Servers with System Center 2012 Data Protection Manager 546

Summary 555

Best Practices 556

17 Using Microsoft System Center Operations Manager to Monitor Exchange Server 2013 557

Exchange Server 2013 Monitoring 558

Understanding How OpsMgr Works 559

OpsMgr Architecture Components 564

Securing OpsMgr 575

Fault Tolerance and Disaster Recovery 581

Understanding OpsMgr Components 587

Putting It All Together in a Design 592

Installing OpsMgr 2012 600

Configuring OpsMgr 614

Administering OpsMgr 624

Exploring the Exchange Server 2013 Management Pack 630

Summary 641

Best Practices 641

18 Documenting an Exchange Server 2013 Environment 643

Benefits of Documentation 644

Exchange Server 2013 Project Documentation 646

Exchange Server 2013 Environment Documentation 656

Exchange Server 2013 Administration and Maintenance Documents 659

Disaster Recovery Documentation 662

Performance Documentation 665

Security Documentation 666

Training Documentation 667

Summary 668

Best Practices 668

Part V Platform Integration in an Exchange Server 2013 Environment

19 Designing and Configuring Unified Messaging in Exchange Server 2013 669

Unified Messaging Features 669

Unified Messaging Architecture 676

Unified Messaging Installation 689

Monitoring and Troubleshooting Unified Messaging 700

Unified Messaging Shell Commands 713

SIP Protocol 716

Summary 718

Best Practices 718

20 Integrating Exchange with SharePoint Site Mailboxes, Enterprise Search, and More 721

Understanding the History of SharePoint Technologies 722

Identifying the Need for SharePoint 2013 726

Exploring Basic SharePoint Features 727

Exploring End-User Features in SharePoint 729

Enabling Site Mailbox Functionality in SharePoint 2013 734

Customizing and Developing SharePoint Sites 741

Summary 742

Best Practices 742

Part VI Client Access to Exchange

21 Getting the Most Out of the Microsoft Outlook Client 743

Outlook over the Years 744

Highlighted Features in Outlook 2013 745

Security Enhancements in Outlook 2013 756

Implementing Outlook Anywhere 763

Deploying Outlook 2013 766

Using Outlook 2013 768

Leveraging Social Media in Outlook 777

Using Cached Exchange Mode for Offline Functionality 779

Summary 783

Best Practices 784

22 Leveraging the Capabilities of the Outlook Web App (OWA) Client 785

Understanding Outlook Web App (OWA) 786

Using Outlook Web App 2013 788

Using the Calendar in OWA 802

Using Tasks in OWA 805

Using Contacts in OWA 806

The Options Page 807

Signing Out of OWA 2013 818

Summary 818

Best Practices 819

23 Mobility and Mobile Device Support in Exchange Server 2013 821

Understanding Mobility Enhancements in Exchange Server 2013 822

Enabling ActiveSync in Exchange Server 2013 823

Securing Access to ActiveSync with Secure Sockets Layer (SSL) Encryption 824

Enabling Offline Outlook Web App (OWA) in Exchange Server 2013 829

Summary 832

Fest Practices 832

Index 833

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