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Microsoft® Exchange Server 2010: Best Practices

Book Description

Covers Service Pack 1!

Apply best practices for administering Exchange Server 2010 and SP1--and optimize your operational efficiency and results. This guide captures the field-tested solutions, real-world lessons, and candid advice of practitioners across the range of business and technical scenarios--and across the IT life cycle. Gain expert insights on what works, where to make tradeoffs, and how to implement the best decisions for your organization.

Discover how to:

  • Apply scenario-based guidance for planning and deployment

  • Prepare Active Directory(R) and the server environment

  • Validate requirements and understand configuration tradeoffs

  • Learn best ways to manage users, mailboxes, and permissions

  • Optimize message routing and security

  • Design and implement Unified Messaging and federated delegation

  • Define your archiving and compliance strategy

  • Build high availability into your backup and recovery plan

  • Monitor and tune performance

  • Apply proven troubleshooting tactics

  • Companion Web content features:

  • Checklists, planning worksheets, and other job aids

  • Quick Reference Guide to best practices, including recommended configurations

  • Fast-reference card for using Windows PowerShell(TM)

  • Table of Contents

    1. Microsoft® Exchange Server 2010: Best Practices
    2. A Note Regarding Supplemental Files
    3. About the Sidebars
    4. Foreword
    5. Acknowledgments
    6. Introduction
      1. Who Is This Book For?
      2. How Is This Book Organized?
      3. How to Read This Book
      4. What This Book Is Not
      5. System Requirements
      6. The Companion Web Site
      7. Support for This Book
      8. We Want to Hear from You
    7. I. Preparing for Exchange Server 2010
      1. 1. Introducing Exchange Server 2010
        1. The History of Exchange Server
          1. The Years Before Exchange
          2. Exchange Server Before Active Directory
            1. Exchange 4.0
            2. Exchange 5.0
            3. Exchange 5.5
          3. Exchange Server 2000 and 2003
            1. Exchange 2000
            2. Exchange 2003
          4. Exchange Server 2007 and Beyond
        2. Overview of Exchange Server 2010
          1. Management Consoles
            1. Exchange Management Console
              1. Show Exchange Management Shell Command
              2. Exchange Management Shell Command Log
            2. Exchange Management Shell
            3. Exchange Control Panel
          2. Exchange Server Roles
          3. Feature Changes from Exchange 2003 and 2007
          4. Exchange On-Premise versus Exchange Online
        3. Exchange Server 2010 Service Pack 1
        4. Exchange 2010 Editions and Licensing
          1. Exchange Server 2010 Editions
          2. Exchange Server 2010 Client Access Licenses
          3. Exchange Organizational Health
        5. Windows PowerShell and Exchange 2010
          1. Windows PowerShell Basics
            1. Using Get-Help
            2. Using Get-Command
            3. Using Cmdlet Aliases and Tab Completion
            4. Using Pipelines
          2. Scripting
        6. Additional Resources
      2. 2. Exchange Deployment Projects
        1. Exchange Deployment Project Framework
        2. Planning Exchange Deployment Projects
          1. Plan
            1. Business Questions
            2. Technical Questions
          2. Deliver
            1. Envision
            2. Assess
            3. Evaluate the Solution
            4. Proof of Concept
            5. Create a Design
            6. Develop a Deployment Plan
            7. Implement a Pilot
            8. Execute Deployment
            9. Postimplementation Review
          3. Operate
          4. Manage
        3. Putting a Project Together
        4. Case Studies Used in This Book
          1. Contoso
          2. Fabrikam
          3. Litware
        5. Additional Resources
      3. 3. Exchange Environmental Considerations
        1. Evaluating Network Topology
          1. Reviewing Current and Planned Network Topology
          2. Domain Name System (DNS)
            1. DNS and Active Directory
            2. DNS Records Used by Exchange 2010
              1. A Records
              2. SRV Records
              3. MX Records
              4. SPF Records
            3. Split DNS
            4. Fixed IP Address vs. Dynamic IP Address
          3. Internet Protocol (IPv4 and IPv6)
            1. IPv6 for Windows
            2. IPv6 for Exchange Server 2010
          4. Understanding Client Load Patterns
          5. Perimeter Network
          6. Avoiding Pitfalls by Providing Technical Recommendations
        2. Evaluating and Planning for Active Directory
          1. How Exchange 2010 Uses Active Directory
            1. The Schema Partition
            2. The Configuration Partition
            3. The Domain Partition
            4. The Application Partition
            5. Active Directory Replication Impact on Exchange 2010
            6. Active Directory Requirements
          2. Single versus Multi-Forest Implementation
            1. Single Forest
            2. Multi-Forest
            3. Resource Forest
            4. Hybrid Forest
          3. Single vs. Multi-Domain Implementation
            1. Single Domain
            2. Single Exchange-Dedicated Domain
            3. Multi-domain
        3. Planning Naming Conventions
          1. Server Name
          2. Database Availability Group Name
          3. Database Name
          4. Active Directory Site Name
          5. User Names
        4. Planning Namespace
          1. Namespace Scenarios
            1. Consolidated Data Center
            2. Single Namespace with Proxy Sites
            3. Single Namespace with Multiple Sites
            4. Regional Namespaces
            5. Multiple Forests
          2. Disjoint Namespace
          3. Single Label Domains
          4. Non-contiguous Namespaces
        5. Planning Certificates
          1. About Digital Certificates
          2. Types of Certificates
          3. Working with Certificates in Exchange 2010
        6. Planning Exchange Server 2010 Placement
          1. Domain Controller and Global Catalog Placement
          2. Using Exchange Server 2010 on Member Servers or Domain Controllers
          3. Exchange Server Role Placement
        7. Planning Network Port Requirements
          1. Mailbox Server
          2. Hub and Edge Transport Servers
          3. Client Access Server
          4. Unified Messaging Server
        8. International Considerations
          1. Multiple Language Support for Exchange
            1. Language Packs for Exchange
            2. Unified Messaging Language Packs
          2. Time, Time Zone, and Daylight Saving
          3. Message Format and Encoding
        9. Mail Client Support
          1. Microsoft Outlook/Entourage
          2. Outlook Web App
          3. IMAP and POP3 Clients
        10. Additional Resources
    8. II. Designing Exchange Server 2010
      1. 4. Client Access in Exchange 2010
        1. Client Access Server Architecture
          1. Client Access Server Features
          2. Windows Services
          3. New Features
            1. Outlook Web App (OWA)
            2. RPC Client Access
            3. Exchange Control Panel
            4. Exchange ActiveSync
            5. Internet Calendar Sharing
            6. Client Access Throttling Policies
            7. MailTips
        2. Planning Client Access to Exchange
          1. Client Access Services and Physical Architecture
            1. AutoDiscover
              1. Internal Autodiscover
              2. External Autodiscover
              3. Deploying a Static Autodiscover XML File
              4. SRV Record
            2. Outlook Web App and Exchange Control Panel
            3. Exchange ActiveSync (EAS)
            4. Exchange Web Services
            5. RPC Client Access
            6. Outlook Anywhere
              1. Certificates
            7. POP3/IMAP4
            8. Client Access Summary
          2. Client Access High Availability
            1. Affinity
              1. Existing Cookies
              2. Load Balancer Cookies
              3. Source IP
              4. SSL Session ID
            2. Load-Balancing Solutions
              1. Windows Network Load Balancing (WNLB)
              2. Hardware Load Balancers
              3. Intelligent Firewalls
              4. DNS Round Robin
              5. Load-Balancing Summary
          3. Certificates for Client Access Services
            1. Selecting a Certificate Authority
              1. Obtaining the Certificate
              2. Certificate Best Practices
                1. Internet Information Server (IIS)
                2. POP3/IMAP4
                3. Live Federation
                4. Client Access Server to Client Access Server Proxy
                5. Office Communication Server (OCS) Integration
          4. Pulling It All Together
            1. Contoso Case Study
            2. Fabrikam Case Study
              1. Wildcard Certificates
              2. Same Configuration in both Sites
              3. SAN Certificate and MSSTD
              4. Hardware Load Balancer
              5. Intelligent Firewall
              6. Fabrikam Solution
            3. Litware Inc. Case Study
            4. Case Study Summary
        3. Additional Resources
      2. 5. Routing and Transport
        1. Exchange Transport Server Architecture
          1. Components of Message Transport
            1. Submission Queue
            2. Delivery Queue
            3. Categorizer
            4. Store Driver
            5. Microsoft Exchange Mail Submission Service
            6. Pickup and Replay Directory
          2. Message Queues on Transport Servers
          3. Queue Database
            1. Queue Database Files
            2. Queue Database Configuration Options
          4. Transport Server Services
            1. Hub Transport Services
            2. Edge Transport Services
          5. Delivery Status Notifications
            1. Modifying DSN Messages
            2. Creating DSN Message Copies
          6. Message Latency Measurement
          7. Shadow Redundancy
          8. Message Throttling
          9. Back Pressure
        2. Understanding Transport Agents
          1. Default Transport Agents
          2. Events That Trigger Transport Agents
            1. SMTP Receive Events
            2. Categorizer Events
            3. Connection Manager Events
        3. Message Routing in Exchange 2010
          1. Message Routing within an Exchange Organization
            1. Point to Point Routing in Exchange 2010
            2. Exchange 2010 Version-Based Routing
            3. Least-Cost Routing Path
              1. Queue at Point of Failure
              2. Delayed Fan-Out
            4. External Routing Connector Selection Process
            5. Routing Table
          2. Reviewing and Configuring Message Routing Between Active Directory Sites
            1. Review Active Directory Site and Site Links Topology
            2. Configuring Active Directory Sites
            3. Configuring Site Links and Site Link Costs
            4. Configuring Exchange Specific Settings for Site Links
            5. Configuring Hub Sites
            6. Configuring Expansion Servers for Distribution Groups
            7. Verifying Configuration Using the Routing Log Viewer
              1. Active Directory Sites Tab
              2. Servers Tab
              3. Send Connectors Tab
              4. Address Space Tab
          3. Planning Message Routing to the Organization Perimeter
            1. Configuring Send Connectors
              1. Send Connectors and Internet Message Delivery
              2. Send Connectors in Fabrikam Scenario
              3. Send Connector Parameters
            2. Configuring Receive Connectors
              1. Receive Connectors in Fabrikam Scenario
              2. Creating a Linked Connector
              3. Receive Connector Parameters
            3. Configuring Delivery Agent Connectors
            4. Configuring Foreign Connectors
          4. Planning and Configuring Your SMTP Namespace
            1. Accepted Domains
            2. Remote Domains
              1. Out-of-Office Message Settings
              2. Message Format Options Including Acceptable Character Sets
              3. Exchange Rich Text Format Settings
              4. Character Sets
          5. TargetAddress Routing
        4. Additional Resources
      3. 6. Mailbox Services
        1. Introduction to Exchange Server 2010 Mailbox Services
        2. Exchange Mailbox Services Architecture
          1. Database Files
            1. Single Instance Storage
          2. The Exchange Services
        3. What Is New in Exchange Server 2010
          1. Large Mailboxes
          2. Deleted Item Recovery and Dumpster 2.0
            1. Deletions Folder
            2. Purges Folder
            3. Versions Folder
          3. Discontinuation of Storage Groups
          4. Performance Improvements
            1. Increased Database Page Size
            2. Improved Data Contiguity
            3. Intelligent I/O Operations
              1. Gap Coalescing
              2. On-Demand View Updates
              3. Database Write Smoothing
              4. Improved Caching
            4. Online Archive
            5. High-Availability Improvements
        4. Exchange Mailbox Services Configuration
          1. Determining the Number of Mailboxes for Each Server
          2. Determining Where to Host Mailboxes
          3. Database Maintenance
            1. Database Cleanup
            2. Online Database Scanning
            3. Defragmentation and Compaction
            4. Offline Maintenance
          4. Mailbox Limits
          5. Configuring Deleted Item Recovery Quotas
          6. Poison Mailbox Detection and Correction
          7. Client Configuration
          8. Configuring Public Folders
            1. Configuring Public Folders for Site Redundancy
            2. Configuring Public Folders for Distributed Access
            3. Designing Public Folder Deployments
        5. Additional Resources
      4. 7. Edge Transport and Messaging Security
        1. Implementing Edge Transport Server
          1. Considering Firewall Ports
          2. Planning and Configuring Edge Synchronization
            1. About AD LDS
            2. Edge Synchronization
              1. EdgeSync Replication
              2. How does EdgeSync Work
                1. Create an Edge subscription file on Edge Transport
                2. Import Edge subscription file on Hub Transport
                3. Start and Verify the EdgeSync Process
          3. Edge Transport Configurations
            1. Edge Transport Cloned Configuration
            2. Understanding Header Firewall
              1. Overview of Exchange 2010 X-Headers
              2. Configuring Header Firewall
              3. Header Firewall for Contoso Scenario
            3. Configure Address Rewriting
        2. Planning for Anti-Spam
          1. How Exchange 2010 Does Spam Filtering
          2. How Anti-Spam Updates Work
          3. Enable Anti-Spam on Hub Transport Servers
          4. Connection Filtering
            1. IP Allow List
            2. IP Allow List Providers
            3. IP Block List
            4. IP Block List Providers
          5. Sender Filtering
          6. Recipient Filtering
          7. Sender ID Filtering
            1. Sender ID and Sender Policy Framework (SPF) records
            2. Configuring Sender ID Filtering
          8. Content Filtering
            1. Configuring the Content Filter
            2. Configure SCL Junk E-Mail Folder Threshold
              1. SCL Configuration on a Mailbox Level
              2. SCL Configuration on an Organizational Level
            3. Safe List and Block List Aggregation
          9. Sender Reputation Filtering
            1. How Sender Reputation Filtering Works
            2. Sender Reputation Configuration
          10. Attachment Filtering
          11. Anti-Spam Reporting
        3. Antivirus Considerations
          1. Exchange Server 2010 Antivirus Protection
          2. Considerations for Deploying an Antivirus Solution
            1. Implementing Multiple Antivirus Layers
            2. Maintaining Regular Antivirus Updates
          3. Using Forefront Protection 2010 for Exchange Server
            1. Benefits of Forefront Protection
            2. Forefront Protection 2010 Deployment Options
        4. Planning for Messaging Security
          1. Implementing Network-Based Security
          2. Planning for Session-Based Security
            1. Certificates and TLS
            2. Planning for Domain Security
          3. Implementing Client-Based Security
        5. Additional Resources
      5. 8. Automated Message Processing, Compliance, and Archiving
        1. Messaging Compliance Overview
        2. Designing and Implementing Messaging Records Management
          1. Retention Tags and Retention Policies
            1. Retention Tags
              1. Retention Policy Tags
              2. Default Policy Tags
              3. Personal Tags
              4. Creating Retention Tags
            2. Retention Policies
              1. Managed Folder Assistant
              2. Removing or Deleting a Retention Tag from a Retention Policy
              3. Creating a Retention Policy
              4. Applying a Retention Policy to Mailboxes
            3. Migrating from Managed Folders to Retention Policies
          2. Retention Hold
          3. Managed Folders
            1. Managed Folders Requirements
            2. Deploying Managed Folders
              1. Creating Managed Folders
              2. Managed Content Settings
              3. Managed Folder Mailbox Policies
              4. Applying Managed Folder Mailbox Policies to Users
        3. Designing and Implementing Transport Rules
          1. Rules Agents
            1. Transport Rules Agent
            2. Edge Rules Agent
          2. Creating Transport Rules
            1. Transport Rule Examples
              1. Disclaimers
              2. Ethical Walls
        4. Designing and Implementing Message Journaling
          1. Journaling Agent
          2. Journal Reports
          3. Journal Rules
        5. Designing and Implementing Personal Archives
        6. Multi-Mailbox Search
          1. Litigation Hold
            1. Placing a Mailbox on Litigation Hold
          2. Performing a Multi-Mailbox Search
        7. Designing and Implementing AD RMS Integration
          1. AD RMS Overview
            1. AD RMS Templates
              1. Creating Distributed Rights Policy Templates in AD RMS
            2. AD RMS and Outlook
          2. AD RMS and Exchange Server 2010
            1. Protecting Messages with AD RMS
              1. Outlook Protection Rules
            2. Consuming IRM-Protected Messages
            3. Transport and Journal Report Decryption
              1. Transport Decryption
              2. Journal Report Decryption
            4. Applying IRM with Transport Rules
            5. Configuring AD RMS for Exchange Server 2010
              1. Registering the AD RMS Service Connection Point
              2. Configuring the AD RMS Server Certification Pipeline
              3. Configuring AD RMS Super Users
        8. Designing and Implementing Message Classifications
          1. Dependencies of Message Classification
            1. Active Directory Configuration Container
            2. Messaging Client
          2. Creating Message Classifications in Exchange Server 2010
            1. Creating Localized Message Classifications
          3. Configuring Message Classifications for Outlook 2007 and Outlook 2010
          4. Assigning Message Classifications with Transport Rules
        9. Additional Resources
      6. 9. Unified Messaging
        1. Introduction to Unified Messaging
        2. The Basics of Telephony
          1. Types of Telephone Systems
          2. Types of PBX
          3. VoIP Gateway Introduction
          4. Unified Messaging Protocols
        3. Exchange Unified Messaging Architecture
          1. Unified Messaging Services
          2. Unified Messaging Folder Structure
        4. Planning for Unified Messaging
          1. Unified Messaging Servers
            1. Planning Amount and Hardware for UM Servers
            2. UM Server Placement
          2. UM Dial Plans
          3. UM IP Gateways
          4. UM Hunt Groups
          5. UM Mailbox Policies
          6. UM Auto Attendants
          7. Call Answering Rules
            1. Condition
            2. Greeting and Menu
            3. Actions
        5. Deploying Unified Messaging
          1. Adding the UM Server Role
          2. Configuring UM Dial Plans
          3. Configuring UM IP Gateways
          4. Configuring UM Hunt Groups
          5. Configuring UM Mailbox Policies
          6. Configuring UM Settings
          7. Configuring Incoming Faxes
        6. International Considerations of Unified Messaging
          1. Foreign Language Support
          2. Operating UM in a Multi-language Environment
        7. Managing Unified Messaging
          1. Enabling Mailboxes for Unified Messaging
          2. UM Reporting
          3. Testing Unified Messaging Functionality
            1. UM Troubleshooting Tool
            2. Exchange UM Test Phone
        8. Office Communication Server 2007 R2 Integration
          1. Integrating OCS 2007 R2 in Exchange 2010 Architecture
          2. Deploying UM and OCS 2007 R2 Integration
          3. Deploying Instant Messaging for OWA
        9. Additional Resources
      7. 10. Federated Delegation
        1. Introduction to Federated Delegation in Exchange Server 2010
          1. Overview of Federation and Federated Delegation
            1. Federation Overview
            2. Role of the Microsoft Federation Gateway
        2. Fundamentals and Components of Federated Delegation
          1. Federation Trust
            1. Certificate Requirements for Federation Trust
            2. Creating the Federation Trust
              1. Certificate Distribution
            3. Managing Federation
              1. Configuring DNS for Proof of Ownership
              2. Configuring Domains for Federation
              3. Managing Certificates for Federation
          2. Organization Relationships
          3. Sharing Policies
          4. Interaction of Permissions, Organization Relationships, and Sharing Policies
        3. Federation Scenarios
          1. Free/Busy Access
          2. Calendar and Contacts Sharing
          3. Federating with Online Services
        4. Troubleshooting Federated Delegation
          1. Troubleshooting the Federation Trust
          2. Troubleshooting Organization Relationships
          3. Troubleshooting Calendar and Contacts Sharing
        5. Additional Resources
      8. 11. Designing High Availability
        1. Achieving High Availability
          1. Measuring Availability
          2. Exchange 2010 High-Availability Features
        2. Availability Planning for Mailbox Servers
          1. Active Manager
            1. Active Manager
            2. Adding Database Copies
            3. Lagged Database Copies
          2. Continuous Replication
            1. DAG Networks
            2. Database Failover Process
            3. Mailbox Database Activation
            4. Controlling Database Activation
            5. Transport Dumpster
            6. Managing Database Copies
          3. Designing and Configuring DAGs
        3. Availability Planning for Client Access Servers
          1. Client Access Load Balancing and Failover Solutions
            1. Affinity
              1. Existing Cookies
              2. Load Balancer Cookies
              3. Source IP
              4. SSL Session ID
            2. Selecting a Load Balancer Type
              1. Software Load Balancing
              2. Hardware Load Balancers
              3. Application Firewalls
              4. DNS Round Robin
              5. Global Server Load Balancing
              6. Load Balancing Summary
            3. Creating a Client Access Server Array
        4. Availability Planning for Transport Servers
          1. Shadow Redundancy
            1. Inbound E-mail Redundancy
        5. Planning Cross-site Failovers
          1. Cross-site DAG Considerations
          2. Cross-site Considerations for Client Access and Transport
            1. Cross-site Switchover
            2. Handling Datacenter Failures
            3. Cross-site Best Practices
            4. Multi-Site Storage Architecture
        6. Risk Mitigation
        7. Pulling It All Together
          1. Contoso Case Study
            1. Contoso Case Study
            2. Fabrikam Case Study
            3. Litware Case Study
        8. Additional Resources
      9. 12. Backup, Restore, and Disaster Recovery
        1. Changes to Backup and Restore in Exchange Server 2010
          1. Integrating High Availability and Disaster Recovery
            1. The Link Between High Availability and Disaster Recovery
            2. High-Availability Provides Options Beyond Traditional Backup and Restore
            3. Large Mailbox Considerations
            4. Backup and Restore Requirements in a Highly Available Deployment
          2. Removal of ESE Streaming APIs for Backup and Restore
          3. Storage Group Removal
          4. Database Not Tied to a Specific Mailbox Server
          5. Using DAGs to Eliminate Traditional Point-in-Time Backups
        2. Backup and Disaster Recovery Planning
          1. Why Backup Is Done
          2. Developing Service Levels for Backup and Restore
          3. Disaster Prevention Strategies
            1. Single Item Recovery
              1. Configuring Single Item Recovery
              2. Recovering Items from Single Item Recovery
              3. Planning Single Item Recovery Capacity
            2. Mailbox Retention
          4. Testing Your Disaster Recovery Plan
        3. Performing Backup and Recovery for Non-Mailbox Server Roles
          1. Client Access Server Backup and Recovery
          2. Hub Transport Server Backup and Recovery
          3. Unified Messaging Server Backup and Recovery
          4. Edge Transport Server Backup and Recovery
        4. Performing Backup and Recovery for Mailbox Server Roles
          1. Volume ShadowCopy Service
            1. VSS Backup Overview
            2. Exchange Server Support for VSS Backup
          2. Using Windows Server Backup
            1. Backing Up Your Exchange Server with Windows Server Backup
            2. Restoring Backups with Windows Server Backup
              1. Using Windows Server Backup to Recover to the Original Location
              2. Using Windows Server Backup to Recover to Another Location
          3. Using Advanced Backup Solutions
            1. Considerations for Selecting an Exchange Server Backup Solution
            2. Data Protection Manager 2010 Overview
            3. Third-Party, Exchange-Aware Backup Solutions
          4. Dial Tone Recovery
            1. When to Use Dial Tone Recovery
            2. Implementing a Dial Tone Database
          5. Using the Recovery Database
          6. Recover an Exchange Server
          7. Backup and Recovery of Public Folders
        5. Operating Without Traditional Point-in-Time Backups
          1. Using Lagged Database Copies
            1. Planning Lagged Database Copies
            2. Deploying Lagged Database Copies
            3. Using a Lagged Database Copy to Recover Data
          2. Backups and Log File Truncation
          3. Reasons for Traditional Point-in-Time Backups
        6. Additional Resources
      10. 13. Hardware Planning for Exchange Server 2010
        1. Sizing and Planning Exchange Hardware
          1. Exchange Scalability
          2. The Sizing Process
          3. Profiling
            1. Using Exchange Profile Analyzer
            2. Using Performance Monitor (Perfmon) and other tools
          4. Sizing Tools
            1. Mailbox Server Role Requirements Calculator 2010
              1. Input
              2. Role Requirements Worksheet
              3. LUN Requirements Worksheet
              4. Backup Requirements
              5. Log Replication Requirements
              6. Storage Design
          5. Preproduction Verification
            1. Jetstress 2010
            2. Exchange Load Generator 2010
            3. Scale Up or Scale Out
        2. Sizing Guidelines
          1. Processor Type
          2. Processor Scalability
          3. Processor Guidelines
          4. Processor Ratio Guidelines
          5. Memory
          6. Network Configuration
          7. Domain Controllers
          8. Hub and Edge Transport Roles
          9. Client Access Server Role
          10. Mailbox Role
            1. Memory Requirements
            2. Storage Requirements
              1. Database Size
              2. Transaction Logs
              3. Disk Layout
            3. Mailbox Server High-Availability Sizing
          11. Unified Messaging Role
          12. Multiple Role Server
        3. Designing Virtualization for Exchange 2010 Servers
          1. Virtualization Support
            1. Points to Consider
        4. Additional Resources
    9. III. Upgrading to Exchange Server 2010
      1. 14. Upgrading from Exchange Server 2003 and Exchange Server 2007
        1. Designing Upgrade and Coexistence Strategies
          1. Discontinued and De-emphasized Functionality in Exchange Server 2010
            1. Discontinued and De-emphasized Exchange Server 2003 Features
            2. Discontinued Exchange Server 2007 Features
        2. Useful Tools for an Upgrade
          1. Exchange Server Deployment Assistant
          2. Exchange Best Practices Analyzer
          3. Exchange Pre-Deployment Analyzer
          4. Exchange Server Remote Connectivity Analyzer
        3. Upgrading from and Coexisting with Exchange Server 2003
          1. Preparing the Environment
            1. Link State vs. Least Cost Routing
            2. Suppressing Minor Link State Updates
            3. Upgrading Exchange Server 2003 Computers to SP2
            4. Preparing Legacy Exchange Permissions
            5. Extending the Active Directory Schema
            6. Preparing Active Directory for Exchange Server 2010
          2. Deploying Exchange Server 2010 Computers
          3. Upgrading Outlook and Remote Access Functionality
            1. Free/Busy Functionality
            2. OWA Coexistence
            3. Digital Certificates and Exchange 2010 Client Access
            4. OWA Customizations
            5. Outlook Interoperability
            6. Exchange ActiveSync Coexistence
          4. Upgrading Message Connectivity From Exchange Server 2003
            1. Internal Message Routing
            2. Exchange Server 2010 Send and Receive Connectors
            3. External Message Routing
          5. Coexistence for Management
            1. Managing Mailboxes
            2. Exchange Server 2003 Administrative Groups
            3. Managing Exchange Server, Database, and Organizational Settings
            4. Message Tracking
          6. Planning and Implementing Mailbox Moves and Coexistence
            1. Address List and E-mail Address Policy Filters
              1. Default Address List Filters
              2. Custom Address List and E-mail Policy Filters
              3. Moving Offline Address Books
            2. Client Considerations
            3. Recipient Update Service Migration
              1. RUS and Exchange Server 2003
              2. Recipient Creation in Exchange Server 2010
              3. RUS Migration Considerations
            4. E-mail Address Policies
            5. Moving Mailboxes from Exchange Server 2003 to Exchange Server 2010
          7. Planning Public Folder Access and Migration
            1. Public Folder Access via OWA
            2. Migrating Public Folders
          8. Removing Legacy Exchange Servers
        4. Upgrading from and Coexisting with Exchange Server 2007
          1. Upgrading Exchange Server 2007 Computers to SP2
          2. Preparing Active Directory After Applying Exchange Server 2007 SP2
          3. Deploying Exchange Server 2010 Computers
          4. Upgrading Client Access Services
          5. Upgrading Message Connectivity From Exchange Server 2007
            1. Transport Rule Migration
              1. Automatic Transport Rule Migration
              2. Manual Transport Rule Migration
            2. Upgrading Edge Transport
            3. Maintaining DSN Settings in a Mixed Environment
            4. Message Tracking
          6. Planning Mailbox Moves and Coexistence
          7. Planning Continuous Replication Migration
          8. Planning Unified Messaging Migration
          9. Removing Exchange Server 2007 Computers
        5. Additional Resources
    10. IV. Deploying and Managing Exchange Server 2010
      1. 15. Preparing for and Deploying Exchange Server 2010
        1. The Exchange Server 2010 Deployment Process
          1. Exchange and Active Directory Domain Services
            1. The Configuration Partition
            2. The Schema Partition
            3. The Domain Partition
            4. How Exchange Uses Active Directory
        2. Preparing for an Exchange Deployment
          1. Prepare AD DS and Domains
            1. Installing Exchange Server on Domain Controllers
            2. Exchange Organization requirements
          2. Checking Exchange Environment Health
            1. Prepare Active Directory and Domains
            2. Preparing Legacy Permissions
            3. Preparing the Schema
            4. Running Prepare AD
            5. Prepare Domain
            6. Checklist for Preparing Active Directory
        3. Deploying Exchange 2010
          1. Preparing the Exchange 2010 Server Hardware
            1. Preparing the Exchange 2010 Server Hardware
            2. Installing Exchange Server Prerequisites
              1. Install the Windows Server 2008 SP2 Operating System Prerequisites
              2. Install the Windows Server 2008 R2 Operating System Prerequisites
              3. Install the Windows Vista SP2 Operating System Prerequisites
              4. For the Exchange Management Tools
              5. Install the Windows 7 Operating System Prerequisites
              6. For the Exchange Management Tools
            3. Installing the Exchange Server Roles
              1. Using the Updates Folder
              2. Provisioning Servers
              3. Exchange Setup Logs
            4. Setup Checklist
            5. Windows Firewall Rules Created by Exchange 2010
        4. Automating Exchange Server Installations
        5. Additional Resources
      2. 16. Managing Exchange
        1. Exchange 2010 Permissions Model
          1. Active Directory Groups of Exchange
          2. The Role-Based Access Control Permission Model
            1. Management Role Groups
              1. Management Role Group Components
              2. Configuring Custom Role Groups
            2. Management Role Assignment Policies
              1. Role Assignment Components
              2. Working With Management Role Assignment Policies
              3. Working with Assignment Policies
          3. Active Directory Split Permissions
        2. Managing Exchange Recipients
          1. Managing Mail-Enabled Users and Mailboxes
            1. Creating Mailboxes
            2. Managing Mailbox Permissions
            3. Deleting Mailboxes
            4. Disconnected Mailbox Management
          2. Managing Contacts
          3. Managing Groups
            1. Moderated Groups
            2. Public Groups
            3. Dynamic Groups
          4. Managing Resources
          5. Moving Mailboxes
          6. Importing and Exporting Mailboxes
            1. Exchange ActiveSync and Device Management
          7. Automating Administration
        3. Managing Other Exchange Objects
          1. Managing Address Policies
            1. Creating an E-mail Address Policy
          2. Managing Address Lists
            1. Offline Address Lists
          3. Managing Details Templates
          4. Managing Outlook Web App Themes
          5. Managing Public Folders
            1. Managing and Using Public Folders in a Mixed Environment
        4. Additional Resources
      3. 17. Operating and Troubleshooting Exchange Server 2010
        1. Microsoft Operations Framework
          1. Problem vs. Incident Management
          2. Trending and Capacity Planning
        2. Troubleshooting Methodology
          1. Define the Scope
          2. Collect the Data
          3. Correlate the Data
          4. Rank the Causes
          5. Work the Solutions
          6. Return to Operating State
          7. Feedback Loop
        3. Monitoring Exchange Server 2010
          1. Performance Monitor
            1. Performance Data for the Mailbox Server
            2. Performance Data for the Transport and Edge Server
            3. Performance Data for the Client Access Server
            4. Performance Data for the Unified Messaging Server
            5. Windows Server and Active Directory
              1. Processor
              2. Memory
              3. Active Directory Access
              4. Disk Storage
          2. System Center Operations Manager 2007 R2
            1. Alert Correlation
            2. Alert Classification
            3. Full Protocol Synthetic Transaction Coverage
            4. Reporting
        4. Troubleshooting Tools
          1. Identifying and Resolving Performance Problems
            1. Microsoft Exchange Best Practices Analyzer
            2. Microsoft Exchange Performance Troubleshooter
            3. Exchange Profile Analyzer
            4. Client-Side Issues
          2. Identifying and Resolving Mail Flow Issues
            1. Transport Logs
              1. Connectivity Logs
              2. Protocol Logs
              3. Routing Table Log
              4. Agent Logs
              5. Message Tracking Logs
            2. Managing Queues
            3. Message Latency
            4. Mail Flow Troubleshooter Tool
          3. Identifying and Resolving Exchange Server Issues
            1. DAGs and Mailbox Copies
            2. Public Folder Troubleshooting
            3. Client Access Server Troubleshooting
              1. Client Access Server Test Cmdlets
              2. Autodiscover
              3. Remote Connectivity Analyzer
              4. Certificates
              5. IIS Virtual Directory Troubleshooting
        5. PowerShell Troubleshooting
        6. Additional Resources
    11. Index
    12. About the Authors