Introduction. Part I Introduction to Exchange Server

Transcription

1 Contents Introduction xxix Part I Introduction to Exchange Server Chapter 1 Introduction to Exchange Server Part II Brief History of Exchange Servers 4 New Features in Exchange Server Improvements in Exchange Server Discontinued Features 13 Features That Have Been Removed 13 A De-emphasized Feature 15 Comparison between Exchange Server 2007 and Exchange Server Client Benefits to Exchange Server Large Mailbox Support 20 Native Archiving Features 21 ediscovery Features 22 Retention Policies and Legal Holds 23 User-Specific HTML Disclaimers 23 MailTips 24 Summary 25 Chapter Essentials 25 Messaging Administrator s Guide to Exchange Server Chapter 2 Installing and Configuring Exchange Server Understanding the Administrator s Job Role 30 Installing Exchange Prerequisites 31 Preparing the Infrastructure for Exchange Server Active Directory Forests 39 Active Directory Partitions 40 Message Flow 40 Active Directory 41 Domain Name Service 44 Verifying Name Resolution 45 Running Network and Domain Controller Diagnostics Tests 46 COPYRIGHTED MATERIAL

2 xvi Contents Preparing the Infrastructure for Exchange Server 2010 Deployment 47 Verifying Domain and Forest Functional Levels 48 Preparing the Windows Active Directory Forest 49 Preparing Other Windows Active Directory Domains 54 Modifying Existing Exchange Organizations to Support Migration 56 Introducing the Server Roles 59 Mailbox Server 59 Hub Transport Server 60 Client Access Server 60 Edge Transport Server 61 Unified Messaging Server 62 Installing Microsoft Exchange Server Understanding Role Based Access Control 67 Management Role Groups 67 Management Role Assignment Policies 68 Direct User Role Assignment 69 Summary 71 Chapter Essentials 71 Chapter 3 Configuring Connectors, Routing and Transport, and Connectivity 73 Configuring Connectors 74 Configuring Send Connectors 75 Configuring Receive Connectors 81 Configuring Message Routing and Transport 88 Using Internal Message Routing 90 Using External Message Routing 92 Configuring and Managing EdgeSync 94 Configuring Transport 102 Configuring Client Access for Exchange Server Configuring Client Connectivity with Autodiscover 109 Configuring Client Access 121 Supporting POP3 and IMAP4 Clients 135 Configuring ActiveSync 140 Summary 150 Chapter Essentials 151 Chapter 4 Managing Exchange Server 2010 Mail-Enabled Objects 153 Understanding Databases in Exchange Server Creating Mailboxes 162 User Mailbox Properties 169

3 Contents xvii Creating Resource Mailboxes 176 Modifying Resource Mailbox Properties 180 Configuring Mail-Enabled Groups 190 Modifying Mail-Enabled Group Properties 193 Performing Basic Management with the Exchange Management Console 193 Managing Group Properties 194 Managing Dynamic Distribution Groups 198 Creating Dynamic Distribution Groups with the Exchange Management Console 199 Modifying Dynamic Distribution Groups 201 Configuring Mail Contacts 203 Creating Contacts with the Exchange Management Console 203 Modifying Mail Contacts 206 Moving Mailboxes 210 Using the Exchange Control Panel and Outlook Web App 214 Managing Myself in the Exchange Control Panel 215 Managing an Organization with the Exchange Control Panel 225 Managing Another User s Inbox with the Exchange Control Panel 229 Summary 230 Chapter Essentials 231 Chapter 5 Configuring and Managing Public Folders 233 Creating Public Folders 235 Creating a Public Folder Database 236 Designing a Public Folder Hierarchy 241 Creating Public Folders 241 Managing and Configuring Public Folders 246 Configuring a Public Folder Database 247 Changing the Default Public Folder Database 250 Using PFMC to Configure and Manage Public Folders 251 Configuring and Managing Public Folders with EMS 257 Managing Public Folders with Outlook Client 267 Introduction to ExFolders 269 Replicating Your Public Folders 270 Choosing a Replication Design 270 Replicating the Hierarchy 271 Replicating the Content 272 Understanding Backfill Events 276 Removing a Replica 276 Summary 277 Chapter Essentials 278

4 xviii Contents Chapter 6 Configuring Security, Compliance, and Policies 279 Configuring Role Based Access Control 281 Enabling Administrator Audit Logging 287 Introducing Message Compliance and Record Management 288 Configuring Managed Folders 289 Creating and Applying Retention Tags and Retention Policies and Using Archive Mailboxes 296 Scheduling the Managed Folder Assistant 300 Classifying Message Classifications 302 Configuring Information Rights Management 305 Assigning Legal Holds and Creating Mailbox Journaling Rules 307 Using Multi-Mailbox Search and Discovery Mailboxes 309 Configuring Transport Rules 311 Transport Predicates 312 Transport Actions 318 Working with Transport Rules 323 Managing Policies and Address Lists 325 Configuring Address Policies 325 Creating Address Lists 328 Configuring Mobile Device Policies 330 Configuring Antivirus and Antispam Solutions 334 Configuring Exchange Server 2010 Antispam 334 Using Forefront Protection 2010 for Exchange Server 351 Summary 357 Chapter Essentials 358 Chapter 7 Configuring High-Availability Solutions for Exchange Server 359 Introducing High Availability in Exchange Server Understanding Database Availability Groups 361 Using Database Availability Group Properties 363 Using Failover Clustering in Exchange Server Using Majority Node Set 367 Employing a Witness Server 367 Managing a Database Availability Group 371 Managing Database Copies 376 Seeding a Database Copy 376 Using Log Truncation 379 Suspending, Resuming, and Switching Over Database Copies 379 Configuring AutoDatabaseMountDial 380 Monitoring Database Copies 383

5 Contents xix Availability for Client Access, Hub Transport, and Edge Transport Roles 392 Client Access Server Arrays 392 Determining the MAPI Endpoint 393 Installing and Configuring Network Load Balancing 403 Scoping the MAPI Ports 411 Using DNS Round-Robin 413 Summary 414 Chapter Essentials 414 Chapter 8 Disaster Recovery Operations for Exchange Server 415 What Is Disaster Recovery? 416 Avoiding Disasters and Reacting to Them 417 Avoiding Data Loss 417 Reacting to Disasters 418 Configuring Backups 420 Using Replication-Based Backup 422 Creating, Modifying, and Performing Backup Jobs 423 Monitoring and Validating Backup Jobs 425 Repairing a Damaged Exchange Database 426 Recovering Messaging Data 430 Recovering Messages with Deleted Items Retention 430 Recovering Deleted Mailboxes with Deleted Mailbox Retention 431 Recovering Mailbox Databases 433 Backing Up and Recovering a Mailbox Server Configuration 437 Backing Up and Recovering Server Roles 437 Backing Up and Recovering a Client Access Server 437 Backing Up and Recovering a Hub Transport Server 438 Backing Up and Recovering an Edge Transport Server 439 Summary 441 Chapter Essentials 441 Chapter 9 Monitoring and Reporting with Exchange Server Monitoring Databases 444 Performing Message Tracking 454 Reviewing Message Tracking 455 Configuring Message Tracking 457 Using the Routing Log Viewer 460 Monitoring Client Connectivity 461 Using the Test Cmdlets to Test Functionality 464

6 xx Contents Creating Server Reports 465 Creating Health Reports 465 Creating Availability Reports 469 Creating Usage Reports 471 Using Administrator Audit Logging 475 Summary 477 Chapter Essentials 477 Part III Messaging Professional s Guide to Exchange Server Chapter 10 Planning the Exchange Server 2010 Migration and Infrastructure 481 Understanding the Messaging Professional s Job Role 482 Using a Framework for Deploying Exchange Server Preparing Exchange Server 2010 for Deployment 484 Satisfying DNS Requirements 484 Planning the Site Topology 485 Defining Deployment Locations 486 Planning Namespaces 488 Planning the Active Directory Forest 489 Forest Functional Levels 490 Satisfying Schema Requirements 491 Planning Your Migration and Coexistence 491 Using the Exchange Deployment Assistant 492 Planning Coexistence with Exchange Server Planning Coexistence with Exchange Server Planning Coexistence with Third-Party Systems 494 Upgrading from Previous Versions of Exchange 494 Planning Public Folder Coexistence and Migration 496 Migrating Mailboxes to Exchange Configuring the Recipient Update Service 501 Converting LDAP Filters to OPATH Filters 502 Planning Unified Messaging Server Coexistence 503 Removing Legacy Exchange Servers 503 Summary 505 Chapter Essentials 506 Chapter 11 Designing and Deploying Mailbox Services 507 Designing Mailbox Services 508 Understanding the Exchange Storage Structure 508 Determining Mailbox Server Hardware Requirements 511 Determining Whether to Deploy Public Folders 516 Defining Naming Conventions 517 Provisioning Mailboxes 519

7 Contents xxi Deploying the Mailbox Server Role 521 Installation Prerequisites 521 Sizing Mailbox Server Hardware 523 Deploying Public Folders 527 Summary 528 Chapter Essentials 529 Chapter 12 Designing Routing and Client Connectivity 531 Getting to Know Exchange 2010 Server Transport and Routing Features 532 What Is Shadow Redundancy? 533 Understanding Transport Service and the Mail.que ESE Database 536 Understanding Moderated Transport 536 Measuring End-To-End Message Latency 537 Integrating Cross-Premises Message Routing 537 Understanding Version-Based Routing 537 Improvements in Edge Synchronization 538 Planning Exchange Server 2010 Routing 538 Understanding Exchange 2010 Server Role Dependencies 539 Understanding Active Directory Dependencies and Routing 541 Migrating and Coexistence Considerations 546 Defining Transport Server Hardware 546 Understanding Transport Server Storage 547 Defining the Processor and Memory Requirements 548 Planning the Number of Transport Servers 549 Deploying the Exchange Server 2010 Infrastructure 549 Deploying a New Exchange Installation (Greenfield) 550 Upgrading and Coexistence with Exchange Server Upgrading and Coexistence with Exchange Server Exchange 2010 Client Access and Connectivity 562 Deploying Exchange Server 2010 Client Access Servers 564 Understanding Active Directory Topology 564 Planning Client Access Namespace and Proxying 564 Planning Client Access Load Balancing 566 Deciding on Software or Hardware Load Balancing 566 Restricting the MAPI Client Version 567 Encrypting Client Access Security 567 Choosing Hardware and Sizing 568 Deploying the Exchange Server 2010 Client Access Server Role 568 Upgrading and Coexistence with Exchange Server Upgrading and Coexistence with Exchange Server Proxying POP3 and IMAP4 Clients 571 Summary 574 Chapter Essentials 575

8 xxii Contents Chapter 13 Designing Security and Compliance 577 Designing Messaging Security and Compliance 578 Supporting S/MIME 578 Planning Secure Internal Receive Connectors 579 Securing Interorganization 580 Planning AD RMS Integration 580 Using Transport Rules 581 Planning Exchange Permissions Models 581 Designing Message Hygiene 585 Configuring FPES for Virus Protection 585 Configuring FPES for Spam and Phishing Protection 588 Designing Client Access Security 591 Designing ActiveSync Policies 591 Using ActiveSync Device Access Rules 593 Using OWA Segmentation 593 Encrypting Client Communication 593 Designing Message Archival and Discovery 594 Understanding Admin Audit Logging 594 Working with Message Tracking Logs 595 Reviewing Single Item Recovery, Journaling, and Legal Hold 595 Retaining Deleted Mailboxes 597 Introducing Message Records Management 598 Performing Multi-Mailbox Searches 601 Summary 602 Chapter Essentials 602 Chapter 14 Designing High Availability and Recovery 605 High Availability Overview 606 Designing and Deploying Exchange 2010 High Availability 608 Designing and Deploying High Availability for Exchange Infrastructure 608 Designing and Deploying High Availability for Mailbox Servers 609 Designing and Deploying High Availability for Client Access Servers 614 Designing and Deploying High Availability for Transport Servers 616 Designing and Deploying High Availability Across Sites 620 Designing Exchange Backup and Recovery 621 Backup and Recovery for Mailbox Servers 623 Backup and Recovery for Client Access Servers 628 Backup and Recovery for Transport Servers 628 Summary 629 Chapter Essentials 629

9 Contents xxiii Appendix A Microsoft s Certification Program 631 How Do You Become Certified on Exchange Server 2010? 632 Tips for Taking a Microsoft Exam 633 Exam Registration 633 Certification Objectives Map 634 Appendix B About the Companion CD 645 What You ll Find on the CD 646 Video Walk-Throughs 646 Sybex Test Engine 646 Electronic Flashcards 646 PDF of the Book 646 Adobe Reader 646 System Requirements 647 Using the CD 647 Troubleshooting 647 Customer Care 648 Glossary 649 Index 673