Exchange Server 2010 Administration: Real World Skills for MCITP Certification and Beyond (Exams 70-662 and 70-663)

Introduction xxix

Part I Introduction to Exchange Server 2010 1

Chapter 1 Introduction to Exchange Server 2010 3

Brief History of Exchange Servers 4

New Features in Exchange Server 2010 6

Improvements in Exchange Server 2010 9

Discontinued Features 13

Features That Have Been Removed 13

A De-emphasized Feature 15

Comparison between Exchange Server 2007 and Exchange Server 2010 15

Client Benefits to Exchange Server 2010 20

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

Part II Messaging Administrator’s Guide to Exchange Server 2010 27

Chapter 2 Installing and Configuring Exchange Server 2010 29

Understanding the Administrator’s Job Role 30

Installing Exchange Prerequisites 31

Preparing the Infrastructure for Exchange Server 2010 39

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

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 2010 62

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 2010 107

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 2010 154

Creating Mailboxes 162

User Mailbox Properties 169

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

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 Email 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 2010 360

Understanding Database Availability Groups 361

Using Database Availability Group Properties 363

Using Failover Clustering in Exchange Server 2010 366

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

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 2010 443

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

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 2010 479

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 2010 483

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 2003 492

Planning Coexistence with Exchange Server 2007 493

Planning Coexistence with Third-Party Email Systems 494

Upgrading from Previous Versions of Exchange 494

Planning Public Folder Coexistence and Migration 496

Migrating Mailboxes to Exchange 2010 500

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

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 2003 555

Upgrading and Coexistence with Exchange Server 2007 558

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 2007 569

Upgrading and Coexistence with Exchange Server 2003 571

Proxying POP3 and IMAP4 Clients 571

Summary 574

Chapter Essentials 575

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 Email 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

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