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Microsoft® Exchange Server 2007: Implementation and Administration

Book Description

If you're an IT administrator preparing to move to Exchange Server 2007, this book is for you. It concentrates on what you need to migrate quickly and successfully, and it is fully up to speed on the new features brought by SP1. You'll explore the new Exchange 2007 management interface and get a primer on the Exchange Management Shell. In an extended case study, you'll follow a company with a thousand mailboxes, multiple servers, and offices in Hawaii and Sydney, as it migrates to Exchange Server 2007.

Table of Contents

  1. Copyright
  2. Acknowledgments
  3. About the Authors
  4. Introduction
    1. New and Improved
    2. Who Should Read This Book
    3. Luke, Use the Documentation...
    4. Joining in the Fun
    5. Conventions Used In This Book
  5. 1. Getting to Know Exchange Server 2007
    1. 1.1. New Exchange Server 2007 Features
      1. 1.1.1. Improvements to the Administrative Interface
      2. 1.1.2. Continuous Replication
      3. 1.1.3. Room and Equipment Resource Management
      4. 1.1.4. 64-bit Architecture
      5. 1.1.5. Schedulable and Internal/External Out-of-Office Messages
      6. 1.1.6. Transport Rules
      7. 1.1.7. Message Classifications
      8. 1.1.8. Messaging Records Management
      9. 1.1.9. Per-User Journaling
      10. 1.1.10. Unified Messaging
      11. 1.1.11. Automatic Configuration of Outlook 2007
      12. 1.1.12. Outlook 2007 and Exchange Server 2007
      13. 1.1.13. Windows Mobile and Improved Security
    2. 1.2. Changes and Improvements to Existing Features
      1. 1.2.1. Server Roles
      2. 1.2.2. Databases and Transaction Logs
      3. 1.2.3. Send and Receive Connectors
      4. 1.2.4. Service Names
      5. 1.2.5. Message Security Features
      6. 1.2.6. Antispam Features
      7. 1.2.7. Outlook Web Access
    3. 1.3. Exchange Editions and Licensing
    4. 1.4. Hardware and Software Requirements
      1. 1.4.1. Hardware Requirements
      2. 1.4.2. Operating System Requirements
    5. 1.5. Conclusion
  6. 2. Exchange Server 2007 Administration
    1. 2.1. Interfaces! Get Your Management Interfaces!
      1. 2.1.1. Old School With the Exchange System Manager Console
      2. 2.1.2. Other Exchange 2000/2003 Management Interfaces
    2. 2.2. New Exchange 2007 Management Architecture
      1. 2.2.1. Understanding the Management Interface
      2. 2.2.2. Introducing the Exchange Management Console
      3. 2.2.3. The Toolbox Work Center
      4. 2.2.4. Defining Filters for the Exchange Management Console
      5. 2.2.5. Exchange Management Console Customization
    3. 2.3. Administration and Permissions
      1. 2.3.1. Administrative Groups and Exchange 2007
      2. 2.3.2. Assigning Administrative Permissions
    4. 2.4. Managing an Organization during a Migration
      1. 2.4.1. Managing Organization Properties
      2. 2.4.2. Servers and Permissions
      3. 2.4.3. Message Routing and Routing Groups
      4. 2.4.4. Recipients
    5. 2.5. Summary
  7. 3. Start Your Engines — Preparing for Migration
    1. 3.1. Getting Prerequisites Out of the Way
      1. 3.1.1. Active Directory and Exchange 2000/2003 Prerequisites
      2. 3.1.2. Predicting the Future
    2. 3.2. Defining Migration Goals and a Plan
    3. 3.3. Taking an Inventory of Relevant Factors
      1. 3.3.1. Exchange Features in Use
      2. 3.3.2. Clients and Protocols
      3. 3.3.3. Mail Routing and Message Hygiene
      4. 3.3.4. Active Directory
      5. 3.3.5. In-House and Third-Party Software
      6. 3.3.6. Disk Storage
      7. 3.3.7. Backup and Disaster Recovery Software
      8. 3.3.8. Existing Hardware
    4. 3.4. Introducing Somorita Surfboards
      1. 3.4.1. Migration Goals
      2. 3.4.2. Collecting Data
    5. 3.5. Things I Wish I Had Known
    6. 3.6. Summary
  8. 4. Installing Exchange Server 2007
    1. 4.1. Getting Started
      1. 4.1.1. References and Resources
      2. 4.1.2. Creating a Test Lab
    2. 4.2. Selecting Server Roles
      1. 4.2.1. Required Roles
      2. 4.2.2. Combining Roles
      3. 4.2.3. Choosing the Order in Which to Install Roles
    3. 4.3. Hardware Setup
      1. 4.3.1. Basics on Memory and Processor Requirements
      2. 4.3.2. Recommended Hardware Resources for Exchange 2007 Roles
    4. 4.4. Beginning the Setup Process
      1. 4.4.1. Graphical Installation
      2. 4.4.2. Command-Line Installation
      3. 4.4.3. Complete the Post-installation steps
    5. 4.5. Summary
  9. 5. Performing an Intra-Organization Migration
    1. 5.1. Upgrades vs. Migrations
      1. 5.1.1. Avoiding Headaches — Don't Deploy New Features During Migrations
      2. 5.1.2. No In-Place Upgrades
      3. 5.1.3. Exchange 5.5 Migrations
      4. 5.1.4. Considering Messaging Connectors
      5. 5.1.5. Legacy Exchange and Third Party Services
    2. 5.2. Testing the Migration Process
      1. 5.2.1. Setting Up a Realistic Test Lab
      2. 5.2.2. Building a Step-by-Step Procedure
      3. 5.2.3. Start Over — Testing the Procedure for Accuracy
    3. 5.3. Installing Exchange 2007 in an Existing Organization
      1. 5.3.1. Preparing Active Directory
      2. 5.3.2. Installing the First Exchange 2007 Servers
    4. 5.4. Installation Checklist
      1. 5.4.1. Client Access Server Role
      2. 5.4.2. Hub Transport Role
      3. 5.4.3. Mailbox Server Role
      4. 5.4.4. General Organizational Steps
      5. 5.4.5. Removing Exchange 2000/2003
    5. 5.5. Summary
  10. 6. Performing an Inter-Organization Migration
    1. 6.1. Determining the Right Approach
      1. 6.1.1. Choosing the Right Tools
    2. 6.2. Maintaining Interoperability
      1. 6.2.1. Light-Switch Migrations
      2. 6.2.2. Interoperability Factors
    3. 6.3. Preparing for Migration
    4. 6.4. Moving Mailboxes with Move-Mailbox
      1. 6.4.1. Migrating User Accounts
      2. 6.4.2. Permissions Required
      3. 6.4.3. Move-Mailbox Required Parameters
      4. 6.4.4. Move-Mailbox Optional Parameters
    5. 6.5. Importing Data from PST
    6. 6.6. Summary
  11. 7. Exchange Management Shell Primer
    1. 7.1. Command Syntax
      1. 7.1.1. Just in Case
      2. 7.1.2. Verbs and Nouns
      3. 7.1.3. Identity
      4. 7.1.4. Cmdlet vs. Command
      5. 7.1.5. PowerShell vs. Exchange Management Shell
      6. 7.1.6. Cmdlet Parameters
      7. 7.1.7. Tab Completion
    2. 7.2. Object Oriented
      1. 7.2.1. Filtering Output
      2. 7.2.2. Formatting Output
      3. 7.2.3. Directing Output to Other Cmdlets
      4. 7.2.4. Setting Variables
    3. 7.3. Getting Help
    4. 7.4. Summary
  12. 8. Accepting E-Mail and Generating E-Mail Addresses
    1. 8.1. Accepting SMTP Mail from Outside
      1. 8.1.1. How Does Internet E-Mail Find You?
      2. 8.1.2. Facing the Challenges of Accepting SMTP Mail
    2. 8.2. Accepted Domains
    3. 8.3. Generating E-Mail Addresses
      1. 8.3.1. Changing an Existing Policy
      2. 8.3.2. Creating a New E-Mail Address Policy
      3. 8.3.3. Converting Existing Recipient Polices for Use With Exchange 2007
    4. 8.4. Summary
  13. 9. Administering Recipients
    1. 9.1. Mailbox-Enabled Users
      1. 9.1.1. Basics of Mailbox-Enabled Users
      2. 9.1.2. Assigning a Mailbox to an Existing User Using the Exchange Management Console
      3. 9.1.3. Creating a New User and Assigning a Mailbox Using the Exchange Management Console
      4. 9.1.4. Managing User and Mailbox Properties
      5. 9.1.5. Moving Mailboxes
      6. 9.1.6. Deleting Mailboxes
      7. 9.1.7. Reconnecting a Deleted Mailbox
    2. 9.2. Managing Mail-Enabled Groups
      1. 9.2.1. Creating and Managing Mail-Enabled Groups
      2. 9.2.2. Creating Mail-Enabled Groups
      3. 9.2.3. Managing Mail-Enabled Groups
      4. 9.2.4. Creating Dynamic Distribution Groups
    3. 9.3. Managing Contacts
      1. 9.3.1. Managing Mail-Enabled Contacts
      2. 9.3.2. Creating Mail-Enabled Users
    4. 9.4. Managing Recipients Using the Exchange Management Shell
      1. 9.4.1. Recipient Management Cmdlets
      2. 9.4.2. Revealing the Secret Identity
      3. 9.4.3. Useful Recipient Management Properties
      4. 9.4.4. Managing Recipients with the Exchange Management Shell
    5. 9.5. Summary
  14. 10. Managing Resource Mailboxes
    1. 10.1. Resource Booking Basics
    2. 10.2. Creating a Resource Mailbox
      1. 10.2.1. Using the Exchange Management Console to Create a Resource Mailbox
      2. 10.2.2. Using the Exchange Management Shell to Create a Resource Mailbox
    3. 10.3. Configuring a Resource Booking Policy
      1. 10.3.1. Configuring a Resource Booking Policy Using Outlook Web Access
      2. 10.3.2. Configuring a Resource Booking Policy Using the Management Shell
    4. 10.4. Converting Existing Mailboxes
    5. 10.5. Summary
  15. 11. Managing Public Folders
    1. 11.1. Understanding Public Folder Support in Exchange 2007
      1. 11.1.1. Understanding Native Exchange 2007 Support
      2. 11.1.2. Missing Public Folder Features
      3. 11.1.3. Moving the Public Folder Hierarchy to Exchange 2007
    2. 11.2. Managing Public Folder Databases
      1. 11.2.1. Creating Public Folder Databases
      2. 11.2.2. Managing Public Folder Database Properties
      3. 11.2.3. Defining the Default Public Folder Server
      4. 11.2.4. Defining Public Folder Administrators
    3. 11.3. Managing Public Folder Properties
      1. 11.3.1. Using Outlook
      2. 11.3.2. Using the Exchange 2007 Public Folder Management Console
      3. 11.3.3. Public Folder Replication
      4. 11.3.4. Using the Public Folder DAV Administration Tool
      5. 11.3.5. Using the Exchange Management Shell
    4. 11.4. Summary
  16. 12. Sizing Storage Groups and Databases
    1. 12.1. Estimating Disk Space for Exchange Data
      1. 12.1.1. Estimating Mailbox Sizes
      2. 12.1.2. Estimating Maximum Storage
      3. 12.1.3. Planning for Mailbox Growth
    2. 12.2. Adding More Mailbox Storage
      1. 12.2.1. Maximum Database Sizes
      2. 12.2.2. Determining the Number of Storage Groups and Databases
      3. 12.2.3. Allocating Disk Drives
      4. 12.2.4. Creating and Moving Storage Groups
      5. 12.2.5. Creating and Managing Mailbox Databases
    3. 12.3. Summary
  17. 13. Implementing Recoverability Solutions
    1. 13.1. Getting Some Perspective on High Availability
      1. 13.1.1. Goals for Improving Availability
      2. 13.1.2. Reliability, Availability, and Resiliency
      3. 13.1.3. The Process Is Just as Important as the Technology
      4. 13.1.4. Understanding Your Options
      5. 13.1.5. A Folder by Any Other Name
    2. 13.2. Overview of CCR and SCC clusters
      1. 13.2.1. Is Clustering the Next Step?
      2. 13.2.2. Single Copy Clusters
      3. 13.2.3. Clustered Continuous Replication Clusters
    3. 13.3. Implementing and Managing LCR
      1. 13.3.1. Requirements for Local Continuous Replication
      2. 13.3.2. Configuring Local Continuous Replication
      3. 13.3.3. Managing Local Continuous Replication
      4. 13.3.4. Recovery Using Local Continuous Replication
    4. 13.4. Implementing and Managing Standby Continuous Replication
      1. 13.4.1. Standby Continuous Replication Basics
      2. 13.4.2. Replicating, Verifying, and Replaying Data
      3. 13.4.3. Deployment Scenarios
      4. 13.4.4. Enabling Standby Continuous Replication
      5. 13.4.5. Monitoring Standby Continuous Replication
      6. 13.4.6. Recovery Using an SCR Target
    5. 13.5. Summary
  18. 14. Daily and Weekly Management of Exchange Server 2007
    1. 14.1. Daily and Weekly Tasks
      1. 14.1.1. The Big Five
      2. 14.1.2. Unnecessary Tasks
    2. 14.2. Monitoring Queues
    3. 14.3. Exchange Diagnostics Logging
    4. 14.4. Using the Protocol Logs
      1. 14.4.1. Configuring Connectivity Logging
      2. 14.4.2. Configuring Send and Receive Logging
    5. 14.5. Using Message Tracking
      1. 14.5.1. Working with Message Tracking Logs
      2. 14.5.2. Tracking a Message
    6. 14.6. Performing Backups
      1. 14.6.1. Exchange Backup Types
      2. 14.6.2. Backup Frequency, Schedules, and Rotation
      3. 14.6.3. Using Windows Backup to Run Exchange Backups
      4. 14.6.4. Verifying Exchange Backups
    7. 14.7. Summary
  19. 15. Client Access Server Functions
    1. 15.1. Planning and Key Concepts
      1. 15.1.1. Software Version Required
      2. 15.1.2. Sizing
    2. 15.2. Positioning the Client Access Server in your LAN
      1. 15.2.1. Client Access Server Proxying
      2. 15.2.2. Client Redirection
      3. 15.2.3. Interoperability with Exchange 2003
    3. 15.3. Services Provided by the Client Access Server
      1. 15.3.1. Autodiscover
      2. 15.3.2. The Availability Service
      3. 15.3.3. Certificates
    4. 15.4. Client Types
      1. 15.4.1. Outlook Anywhere (RPC over HTTP)
      2. 15.4.2. Outlook Web Access 2007
      3. 15.4.3. Imap and Pop3
    5. 15.5. Summary
  20. 16. E-Mail Routing
    1. 16.1. Improvements in 2007
    2. 16.2. How Internal E-Mail Routing Works
      1. 16.2.1. Accepted and Remote Domains
    3. 16.3. Send Connectors
    4. 16.4. Receive Connectors
    5. 16.5. Logging
      1. 16.5.1. Message Tracking Tool
      2. 16.5.2. Verbose Connectivity Logging
      3. 16.5.3. Send and Receive Connector Logging
    6. 16.6. Summary
  21. 17. Implementing Antispam Protection
    1. 17.1. Antispam System Deployment Options
    2. 17.2. Antispam Features
      1. 17.2.1. IP Block and Allow Lists
      2. 17.2.2. IP List Providers
      3. 17.2.3. Sender ID
      4. 17.2.4. Sender Reputation
      5. 17.2.5. Sender and Recipient Filtering
      6. 17.2.6. Content Filters
      7. 17.2.7. Transport Rule Filters
    3. 17.3. Configuring Antispam on an Edge Transport Server
    4. 17.4. Configuring Antispam on a Hub Transport Server
      1. 17.4.1. Installing Antispam Agents for Hub Transport Servers
    5. 17.5. Educating Users to Reduce Spam
    6. 17.6. Summary