Exchange Server 2010 Administration

ABOUT THE AUTHORS Joel Stidley, MCSE, MCTS, is a Microsoft Exchange MVP with over 12 years of IT experience. Currently, he is a Solutions Architect at Terremark Worldwide, Inc. He is the founding member of ExchangeExchange.com, the author of MCTS: Microsoft Exchange Server 2007 Configuration Study Guide, Second Edition (Exam 70-236), and coauthor of Professional Windows PowerShell for Exchange Server 2007 SP1. Erik Gustafson, MCSE, MCSA, has over nine years of IT consulting experience and is currently a Solutions Architect for Terremark Worldwide, Inc. A contributing author to MCTS: Windows Server 2008 Applications Infrastructure Configuration Study Guide, he is also a content provider for uCertify.com.

• Introduction xxixPart I Introduction to Exchange Server 2010 1Chapter 1 Introduction to Exchange Server 2010 3Brief History of Exchange Servers 4New Features in Exchange Server 2010 6Improvements in Exchange Server 2010 9Discontinued Features 13Features That Have Been Removed 13A De-emphasized Feature 15Comparison between Exchange Server 2007 and Exchange Server 2010 15Client Benefits to Exchange Server 2010 20Large Mailbox Support 20Native Archiving Features 21eDiscovery Features 22Retention Policies and Legal Holds 23User-Specific HTML Disclaimers 23MailTips 24Summary 25Chapter Essentials 25Part II Messaging Administrator’s Guide to Exchange Server 2010 27Chapter 2 Installing and Configuring Exchange Server 2010 29Understanding the Administrator’s Job Role 30Installing Exchange Prerequisites 31Preparing the Infrastructure for Exchange Server 2010 39Active Directory Forests 39Active Directory Partitions 40Message Flow 40Active Directory 41Domain Name Service 44Verifying Name Resolution 45Running Network and Domain Controller Diagnostics Tests 46Preparing the Infrastructure for Exchange Server 2010 Deployment 47Verifying Domain and Forest Functional Levels 48Preparing the Windows Active Directory Forest 49Preparing Other Windows Active Directory Domains 54Modifying Existing Exchange Organizations to Support Migration 56Introducing the Server Roles 59Mailbox Server 59Hub Transport Server 60Client Access Server 60Edge Transport Server 61Unified Messaging Server 62Installing Microsoft Exchange Server 2010 62Understanding Role Based Access Control 67Management Role Groups 67Management Role Assignment Policies 68Direct User Role Assignment 69Summary 71Chapter Essentials 71Chapter 3 Configuring Connectors, Routing and Transport, and Connectivity 73Configuring Connectors 74Configuring Send Connectors 75Configuring Receive Connectors 81Configuring Message Routing and Transport 88Using Internal Message Routing 90Using External Message Routing 92Configuring and Managing EdgeSync 94Configuring Transport 102Configuring Client Access for Exchange Server 2010 107Configuring Client Connectivity with Autodiscover 109Configuring Client Access 121Supporting POP3 and IMAP4 Clients 135Configuring ActiveSync 140Summary 150Chapter Essentials 151Chapter 4 Managing Exchange Server 2010Mail-Enabled Objects 153Understanding Databases in Exchange Server 2010 154Creating Mailboxes 162User Mailbox Properties 169Creating Resource Mailboxes 176Modifying Resource Mailbox Properties 180Configuring Mail-Enabled Groups 190Modifying Mail-Enabled Group Properties 193Performing Basic Management with the Exchange Management Console 193Managing Group Properties 194Managing Dynamic Distribution Groups 198Creating Dynamic Distribution Groups with the Exchange Management Console 199Modifying Dynamic Distribution Groups 201Configuring Mail Contacts 203Creating Contacts with the Exchange Management Console 203Modifying Mail Contacts 206Moving Mailboxes 210Using the Exchange Control Panel and Outlook Web App 214Managing Myself in the Exchange Control Panel 215Managing an Organization with the Exchange Control Panel 225Managing Another User’s Inbox with the Exchange Control Panel 229Summary 230Chapter Essentials 231Chapter 5 Configuring and Managing Public Folders 233Creating Public Folders 235Creating a Public Folder Database 236Designing a Public Folder Hierarchy 241Creating Public Folders 241Managing and Configuring Public Folders 246Configuring a Public Folder Database 247Changing the Default Public Folder Database 250Using PFMC to Configure and Manage Public Folders 251Configuring and Managing Public Folders with EMS 257Managing Public Folders with Outlook Client 267Introduction to ExFolders 269Replicating Your Public Folders 270Choosing a Replication Design 270Replicating the Hierarchy 271Replicating the Content 272Understanding Backfill Events 276Removing a Replica 276Summary 277Chapter Essentials 278Chapter 6 Configuring Security, Compliance, and Policies 279Configuring Role Based Access Control 281Enabling Administrator Audit Logging 287Introducing Message Compliance and Record Management 288Configuring Managed Folders 289Creating and Applying Retention Tags and Retention Policies and Using Archive Mailboxes 296Scheduling the Managed Folder Assistant 300Classifying Message Classifications 302Configuring Information Rights Management 305Assigning Legal Holds and Creating Mailbox Journaling Rules 307Using Multi-Mailbox Search and Discovery Mailboxes 309Configuring Transport Rules 311Transport Predicates 312Transport Actions 318Working with Transport Rules 323Managing Policies and Address Lists 325Configuring Email Address Policies 325Creating Address Lists 328Configuring Mobile Device Policies 330Configuring Antivirus and Antispam Solutions 334Configuring Exchange Server 2010 Antispam 334Using Forefront Protection 2010 for Exchange Server 351Summary 357Chapter Essentials 358Chapter 7 Configuring High-Availability Solutions for Exchange Server 359Introducing High Availability in Exchange Server 2010 360Understanding Database Availability Groups 361Using Database Availability Group Properties 363Using Failover Clustering in Exchange Server 2010 366Using Majority Node Set 367Employing a Witness Server 367Managing a Database Availability Group 371Managing Database Copies 376Seeding a Database Copy 376Using Log Truncation 379Suspending, Resuming, and Switching Over Database Copies 379Configuring AutoDatabaseMountDial 380Monitoring Database Copies 383Availability for Client Access, Hub Transport, and Edge Transport Roles 392Client Access Server Arrays 392Determining the MAPI Endpoint 393Installing and Configuring Network Load Balancing 403Scoping the MAPI Ports 411Using DNS Round-Robin 413Summary 414Chapter Essentials 414Chapter 8 Disaster Recovery Operations for Exchange Server 415What is Disaster Recovery? 416Avoiding Disasters and Reacting to Them 417Avoiding Data Loss 417Reacting to Disasters 418Configuring Backups 420Using Replication-Based Backup 422Creating, Modifying, and Performing Backup Jobs 423Monitoring and Validating Backup Jobs 425Repairing a Damaged Exchange Database 426Recovering Messaging Data 430Recovering Messages with Deleted Items Retention 430Recovering Deleted Mailboxes with Deleted Mailbox Retention 431Recovering Mailbox Databases 433Backing Up and Recovering a Mailbox Server Configuration 437Backing Up and Recovering Server Roles 437Backing Up and Recovering a Client Access Server 437Backing Up and Recovering a Hub Transport Server 438Backing Up and Recovering an Edge Transport Server 439Summary 441Chapter Essentials 441Chapter 9 Monitoring and Reporting with Exchange Server 2010 443Monitoring Databases 444Performing Message Tracking 454Reviewing Message Tracking 455Configuring Message Tracking 457Using the Routing Log Viewer 460Monitoring Client Connectivity 461Using the Test Cmdlets to Test Functionality 464Creating Server Reports 465Creating Health Reports 465Creating Availability Reports 469Creating Usage Reports 471Using Administrator Audit Logging 475Summary 477Chapter Essentials 477Part III Messaging Professional’s Guide to Exchange Server 2010 479Chapter 10 Planning the Exchange Server 2010Migration and Infrastructure 481Understanding the Messaging Professional’s Job Role 482Using a Framework for Deploying Exchange Server 2010 483Preparing Exchange Server 2010 for Deployment 484Satisfying DNS Requirements 484Planning the Site Topology 485Defining Deployment Locations 486Planning Namespaces 488Planning the Active Directory Forest 489Forest Functional Levels 490Satisfying Schema Requirements 491Planning Your Migration and Coexistence 491Using the Exchange Deployment Assistant 492Planning Coexistence with Exchange Server 2003 492Planning Coexistence with Exchange Server 2007 493Planning Coexistence with Third-Party Email Systems 494Upgrading from Previous Versions of Exchange 494Planning Public Folder Coexistence and Migration 496Migrating Mailboxes to Exchange 2010 500Configuring the Recipient Update Service 501Converting LDAP Filters to OPATH Filters 502Planning Unified Messaging Server Coexistence 503Removing Legacy Exchange Servers 503Summary 505Chapter Essentials 506Chapter 11 Designing and Deploying Mailbox Services 507Designing Mailbox Services 508Understanding the Exchange Storage Structure 508Determining Mailbox Server Hardware Requirements 511Determining Whether to Deploy Public Folders 516Defining Naming Conventions 517Provisioning Mailboxes 519Deploying the Mailbox Server Role 521Installation Prerequisites 521Sizing Mailbox Server Hardware 523Deploying Public Folders 527Summary 528Chapter Essentials 529Chapter 12 Designing Routing and Client Connectivity 531Getting to Know Exchange 2010 Server Transport and Routing Features 532What is Shadow Redundancy? 533Understanding Transport Service and the Mail.que ESE Database 536Understanding Moderated Transport 536Measuring End-To-End Message Latency 537Integrating Cross-Premises Message Routing 537Understanding Version-Based Routing 537Improvements in Edge Synchronization 538Planning Exchange Server 2010 Routing 538Understanding Exchange 2010 Server Role Dependencies 539Understanding Active Directory Dependencies and Routing 541Migrating and Coexistence Considerations 546Defining Transport Server Hardware 546Understanding Transport Server Storage 547Defining the Processor and Memory Requirements 548Planning the Number of Transport Servers 549Deploying the Exchange Server 2010 Infrastructure 549Deploying a New Exchange Installation (Greenfield) 550Upgrading and Coexistence with Exchange Server 2003 555Upgrading and Coexistence with Exchange Server 2007 558Exchange 2010 Client Access and Connectivity 562Deploying Exchange Server 2010 Client Access Servers 564Understanding Active Directory Topology 564Planning Client Access Namespace and Proxying 564Planning Client Access Load Balancing 566Deciding on Software or Hardware Load Balancing 566Restricting the MAPI Client Version 567Encrypting Client Access Security 567Choosing Hardware and Sizing 568Deploying the Exchange Server 2010 Client Access Server Role 568Upgrading and Coexistence with Exchange Server 2007 569Upgrading and Coexistence with Exchange Server 2003 571Proxying POP3 and IMAP4 Clients 571Summary 574Chapter Essentials 575Chapter 13 Designing Security and Compliance 577Designing Messaging Security and Compliance 578Supporting S/MIME 578Planning Secure Internal Receive Connectors 579Securing Interorganization Email 580Planning AD RMS Integration 580Using Transport Rules 581Planning Exchange Permissions Models 581Designing Message Hygiene 585Configuring FPES for Virus Protection 585Configuring FPES for Spam and Phishing Protection 588Designing Client Access Security 591Designing ActiveSync Policies 591Using ActiveSync Device Access Rules 593Using OWA Segmentation 593Encrypting Client Communication 593Designing Message Archival and Discovery 594Understanding Admin Audit Logging 594Working with Message Tracking Logs 595Reviewing Single Item Recovery, Journaling, and Legal Hold 595Retaining Deleted Mailboxes 597Introducing Message Records Management 598Performing Multi-Mailbox Searches 601Summary 602Chapter Essentials 602Chapter 14 Designing High Availability and Recovery 605High Availability Overview 606Designing and Deploying Exchange 2010 High Availability 608Designing and Deploying High Availability for Exchange Infrastructure 608Designing and Deploying High Availability for Mailbox Servers 609Designing and Deploying High Availability for Client Access Servers 614Designing and Deploying High Availability for Transport Servers 616Designing and Deploying High Availability Across Sites 620Designing Exchange Backup and Recovery 621Backup and Recovery for Mailbox Servers 623Backup and Recovery for Client Access Servers 628Backup and Recovery for Transport Servers 628Summary 629Chapter Essentials 629Appendix A Microsoft’s Certification Program 631How Do You Become Certified on Exchange Server 2010? 632Tips for Taking a Microsoft Exam 633Exam Registration 633Certification Objectives Map 634Appendix B About the Companion CD 645What You’ll Find on the CD 646Video Walk-Throughs 646Sybex Test Engine 646Electronic Flashcards 646PDF of the Book 646Adobe Reader 646System Requirements 647Using the CD 647Troubleshooting 647Customer Care 648Glossary 649Index 673