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Exchange Server 2007 How-To
Real Solutions for Exchange Server 2007 SP1 Administrators
J. Peter Bruzzese
Need fast, reliable, easy-to-implement solutions for Microsoft Exchange Server 2007? This book delivers exactly what you’re looking for. You’ll find tested, step-by-step procedures for everything from planning deployment and infrastructure through installing, configuring, managing, and securing Exchange in your production environment. Completely up-to-date, this book reflects Exchange Server 2007’s newest features, including the significant enhancements introduced with Service Pack 1. When time is of the essence, turn here first: get answers you can trust–and use–right now!
Fast, Accurate, and Easy-to-Use!
J. Peter Bruzzese (cofounder of ClipTraining.com) is an independent consultant, trainer, and author of the
monthly column Exclusively Exchange. Bruzzese’s website, exclusivelyexchange.com, provides screencasts about Exchange 2007 SP1, as well as Exchange blog postings and peer assistance. He has consulted with clients ranging from Goldman Sachs to Microsoft, and instructed for leading training organizations such as CBT Nuggets (for their Exchange 2007 Certification Series) and New Horizons. Bruzzese writes the Enterprise Windows blog for InfoWorld, contributes to Redmond and WindowsITPro Magazines, and speaks regularly at the MCP TechMentor Conferences. His recent books include Tricks of the Windows Vista Masters and Administrator’s Guide to Microsoft Office 2007 Servers.
Introduction to Exchange 2007 SP1
Introduction 1
1 Introduction to Exchange 2007 SP1
An Overview of Exchange 2007 SP1 6
New Features for Exchange 2007 7
Additional Features with SP1 8
Your Next Step 9
Choose Your Exchange Server Roles 9
Determine Your Server Type: Server 2003 or 2008 10
Choose Your Exchange 2007 Version 11
Choose the Right Hardware for the Role 12
The Processor 12
The Memory 13
Disk Space 13
Ensure the Needed Software Is Installed First 15
.NET Framework v. 3.0 or 2.0 with Hotfix or SP1 15
Microsoft Management Console (MMC) 3.0 15
PowerShell 1.0 16
Ensure Components Are Installed Per Server Role 16
Plan Your Exchange Storage Architecture 17
2 Consider Deployment Scenarios
Make Heads or Tails of Upgrade Terminology 22
Upgrade from Exchange 2007 RTM to SP1 23
Transition from Exchange 2000/2003 to Exchange 2007 24
Deciding Which Servers to Replace First 25
Preparing AD 26
Moving Over Mailboxes 27
Using 2007 as a Public Folder Replica 30
Phasing Out 2000/2003 34
Migrate from Exchange 5.5 35
Migrate from Lotus Domino 36
Migrate from Novell GroupWise 37
Evaluate Third-Party Solutions 37
3 Install Exchange 2007
Perform a Readiness Check Using the Exchange Best Practices Analyzer 40
Perform a Typical Installation of Roles 42
Perform a Custom Installation 46
Install an Edge Transport Server 48
Preparing the Edge Transport Directory Service 48
Configuring the DNS Suffix and Adding a Host Record for the Edge Servers 49
Installing the Edge Server 50
Making the Connection with an HT Server 51
Perform a Mailbox Active/Passive Installation 52
Install the Active Side on Server 2003 53
Install the Active Side on Server 2008 54
Install the Passive Side on Server 2003/2008 54
Work with the EMC and the Exchange Management Shell 55
The Exchange Management Console 55
The Exchange Management Shell 56
4 Manage Storage and Databases
Manage Storage Groups 60
Create a New Storage Group 60
Remove a Storage Group 61
Move a Storage Group Path 62
Enable or Disable Circular Logging for a Storage Group 63
Storage Group Properties from the Exchange
Management Shell 64
Create Mailbox Databases 65
Remove a Mailbox Database 66
Mount/Dismount Mailbox Databases 66
Manage MB Database Properties 67
The General Tab 68
The Limits Tab 69
The Clients Settings Tab 71
Additional MB Database Management Issues 72
Manage Public Folder Databases 74
Creating a New Public Folder Database 75
Creating and Removing Public Folders 75
Mail-Enabling and Disabling Public Folders 76
Configuring Public Folder Database Settings 77
Configuring Public Folder Settings 79
Configure a Best-Practice Disk Strategy 80
5 Manage Recipients
Modify Recipient Configuration 84
Create User Mailboxes 85
Create a Mailbox for an Existing User 85
Create a Mailbox for a New User 87
Remove a Mailbox 89
Disable a Mailbox 89
Create a Linked Mailbox 90
Create Resource Mailboxes 92
Create a Room Mailbox 92
Create an Equipment Mailbox 93
Configure Resource Mailbox Properties 93
Manage Resource Mailboxes 95
Resource Settings 96
Create Mail-Enabled Contacts and Mail-Enabled Users 99
Create a New Mail Contact 99
Create a New Mail User 101
Create Distribution Groups and Dynamic Distribution Groups 102
Create a New Distribution Group 103
Mail-Enable a Distribution Group 104
Create a New Dynamic Distribution Group 105
Configure Expansion Servers 107
Advanced Distribution or Dynamic Distribution
List Properties 108
6 Manage Organization Permissions and Mailbox Settings
Create Exchange Administrative Roles 112
Work with Address Lists 114
Create an Address List 115
Apply Address Lists 116
Edit Address Lists 116
Preview Members of an Address List 117
Multiple Global Address Lists 117
Work with Offline Address Books 120
Create an Offline Address Book 120
Move the OAB Generation Server 121
Change the Default OAB 122
View and Modify OAB Properties 122
Require SSL for OAB Distribution 123
Assign OAB to Clients at the Database and Individual Mailbox Levels 124
Use Managed Content Settings 125
Grasp the Meaning of Managed Content Settings 125
The Process of Managed Folders and Policy Creation
and Application 126
Create New Managed Default Folders 127
Create New Managed Content Settings 127
Create a New Managed Custom Folder 129
Create a Managed Folder Mailbox Policy 130
Applying a Folder Policy to a Recipient 131
The Managed Folder Assistant 132
Configure Mailbox Properties and Settings 132
Mailbox Settings Tab 133
Mail Flow Settings Tab 133
Mailbox Features Tab 135
7 Configure the Client Access Server (CAS)
Administer the CAS Role 138
IIS Integration 139
Manage OWA 141
Configuring the OWA Properties in the EMC 141
Using the IIS Manager to Simplify the URL for OWA 146
Configure SSL and Certificates 148
Manage Exchange ActiveSync 150
Create and Apply ActiveSync Mailbox Policies 151
The General Tab of the ActiveSync Policy 153
The Password Tab of the ActiveSync Policy 153
The Sync Settings Tab of the ActiveSync Policy 153
The Device Tab of the ActiveSync Policy 154
The Advanced Tab of the ActiveSync Policy 155
Assign an ActiveSync Policy to Users 156
Manage a Mobile Device 156
Enable and Configure Outlook Anywhere 158
Install RPC over HTTP on Windows Server 2003 158
Install RPC over HTTP on Windows Server 2008 158
Enable Outlook Anywhere 159
Configure Clients to Use Outlook Anywhere 160
Enable POP3 and IMAP4 162
8 Administrate Transport Settings
Work with Accepted Domains 166
Confirm the Domain Type 167
Create a New Accepted Domain 168
Implement Email Address Policies 168
Alter the Default Email Policy 169
Create a New Email Policy 170
Work with Remote Domains 171
Alter the Default Remote Domain Settings 171
Create a New Remote Domain 173
Set Transport Rules 174
Design a Transport Rule 174
Create a Transport Rule 177
Configure Journaling 178
Manage Connectors (Send and Receive) 180
Establish EdgeSync Subscriptions 183
Enable Antispam Configuration 185
The Nine Antispam Features 185
Antispam Updates 188
9 Design and Deploy Disaster Recovery Settings
Design for Disaster 190
Disaster Recovery Solutions 190
Disaster Readiness 191
Recover Deleted Items and Mailboxes 191
Deleted Item Recovery 192
Deleted Mailbox Recovery 192
Backup and Recover Data (Server 2003 and 2008) 194
Backup and Recovery with Server 2003 194
Backup and Recovery with Server 2008 198
What are Volume Shadow Copies? 199
Implement Database Portability 200
Relocate a Database 200
Restore a Database to a New Server 201
Work with Recovery Storage Groups 203
Use Dial-Tone Restores 206
Perform a Dial-Tone Recovery on the Same Server 206
Perform a Dial-Tone Recovery on a Different Server 208
Recover a Non-Mailbox Role 208
Server Restore Points to Remember 209
Edge Transport Recovery 210
10 Design and Deploy High Availability for Exchange 2007
Choose a High Availability Solution 212
Local Continuous Replication 213
Cluster Continuous Replication 213
Standby Continuous Replication 214
Single Copy Clusters 215
Choose a High Availability Option 216
Enable Local Continuous Replication 217
Enable LCR on an Existing Storage Group 217
Enable LCR for a New Storage Group and Database 219
Verify LCR Is Functional 219
Recover from Disk Failure 220
Configure Cluster Continuous Replication 222
Configuring Cluster Services with Server 2003 223
Configuring Cluster Services with Server 2008 229
Making Changes to the Transport Dumpster 236
Confirm the CCR Cluster Is Performing Properly 237
Implement Standby Continuous Replication (SCR) 237
Utilize Single Copy Clusters 239
Design CAS High Availability 240
Design Hub Transport High Availability 242
Design Edge Transport and Unified Messaging High Availability 243
11 Configure a Unified Messaging Server
Envision Unified Messaging Within Your Environment 246
Unified Messaging Features 246
Examine Your Hardware Needs for Unified Messaging 248
Configure a Unified Messaging Server 250
Create a Dial Plan 250
Create a UM IP Gateway 254
Configure the UM Mailbox Policy 256
Configure the Auto Attendant 259
Enable UM Users 264
Put the Pieces Together 266
12 Monitor and Troubleshoot Your Exchange Environment
Monitor Your Exchange Environment 270
Performance Monitor 270
Event Viewer 274
Performance Troubleshooter 276
Microsoft Operations Manager (MOM 2005) 280
Use the Exchange 2007 Toolbox to Troubleshoot 282
The Best Practices Analyzer 282
Disaster Recovery Tools 284
Mail Flow Tools 285
Use the EMS Test Cmdlets for Troubleshooting 288
Index 291