Title Details

David Elfassy, MCITP, MCT and Exchange Server MVP, is an international presenter and trainer. He collaborates with Microsoft on certification, courseware, and keydevelopment projects. David is a project lead on many migrations and implementations of Microsoft infrastructure technologies forgovernmental and corporate organizations.

Introduction xxvii

Part 1 • Exchange Fundamentals 1

Chapter 1 • Introducing Exchange Server 2010 3

Getting to Know Exchange Server 2010 3

Exchange Server Architecture 5

x64 Processor Requirement 5

Windows Server 2008 x64 7

Installer, Service Pack, and Patching Improvements 7

Server Roles 8

Edge Transport Services 9

Unified Messaging 11

Improved High-Availability Features 13

MAPI and Directory on the Middle Tier 16

Content Storage Improvements 18

Exchange Server Management 19

Improved Message and Content Control 21

Messaging Records Management 21

Built-In Archiving 23

Message Transport Rules 24

Per-User Journaling 25

Message Classifications 26

Rights Management Service Message Protection 27

New Programming Interfaces 27

Client-Side Features 28

Schedulable and Internal/External Out-of-Office Messages 28

Improved Calendaring and Resource Management 29

New and Improved Outlook Web App 31

Windows Mobile and Improved Security 31

Now, Where Did That Go? 34

Deemphasized Functions 34

Features No Longer Included 34

Clearing Up Some Confusion 36

The Bottom Line 37

Chapter 2 • Introduction to Email Administration 39

Introducing Email 40

A Brief History of Email 40

About Messaging Services 43

Application Networking Models 46

Things Every Email Administrator Should Know 49

Finding Answers 49

A Day in the Life of the Email Administrator 51

Tools You Should Know 55

What Is Exchange Server? 58

History of Exchange 59

The Universal Inbox 60

Many Modes of Access 61

Architecture Overview 62

Controlling Mailbox Growth 65

Personal Folders or PST Files 66

Email Archiving 67

Messaging-Enabled Applications 68

Objects 69

Public Folders 70

Electronic Forms 71

The Bottom Line 71

Chapter 3 • Standards and Protocols 73

Components of an Email System 73

Defining the Standards 75

Active Directory: The Foundation of Exchange 2010 76

Finding Messaging Hosts with the Domain Name System 76

Finding People and Services with Directory Services 82

Kerberos 84

Other Key Technologies Used by Exchange 86

Moving Messages with the Simple Mail Transport Protocol 86

Accessing Mailboxes with Message Access Protocols 89

Securing Network Sessions with TLS and SSL 92

The Bottom Line 93

Chapter 4 • Understanding Availability, Recovery, and Compliance 95

Changing from a Technology to a Business Viewpoint 95

What’s in a Name? 96

Backup and Recovery 96

Disaster Recovery 98

Location, Location, Location 100

Management Frameworks 102

A Closer Look at Availability 105

Storage Availability 110

An Overview of Exchange Storage 110

Direct Attached Storage 111

Storage Area Networks 115

Compliance and Governance 116

The Bottom Line 119

Chapter 5 • Message Security and Hygiene 121

Transport Security 121

SSL: Pick Your Port 122

How SSL Works 122

Enter Transport Layer Security 126

Opportunistic TLS 130

Domain Security 130

Message-Level Security 131

S/MIME 131

Rights-Managed Email 133

Mail Hygiene 134

Blocking Unsolicited Messages 135

Levels of Inspection 137

Why Is My Mail Being Rejected? 138

The Bottom Line 139

Chapter 6 • Introduction to PowerShell and the Exchange Management Shell 141

Why Use PowerShell? 141

Understanding the Command Syntax 142

Verbs and Nouns 142

Help 144

The -Identity Parameter 145

Cmdlet vs. Command 146

Cmdlet Parameters 146

Tab Completion 147

Alias 147

Object-Oriented Use of PowerShell 149

Filtering Output 150

Formatting Output 155

Directing Output to Other Cmdlets 155

PowerShell v2 157

Integrated Scripting Environment 157

Remote PowerShell 160

Tips and Tricks 160

Managing Output 160

Running Scripts 167

Running Scheduled PowerShell Scripts 168

Debugging and Troubleshooting from PowerShell 169

Getting Help 169

Exchange Server 2010 Help File 169

Help from the Command Line 171

Getting Tips 184

Learning from the Graphical User Interface 184

The Bottom Line 187

Chapter 7 • Exchange Autodiscover 189

Autodiscover Concepts 189

What Autodiscover Provides190

How Autodiscover Works 192

Advanced Autodiscover Concepts 200

Planning Certificates for Autodiscover 201

The X.509 Certificate Standard 202

Deploying Exchange Certificates 204

The Bottom Line 211

Chapter 8 • Virtualizing Exchange Server 2010 213

Virtualization Overview 213

Terminology 214

Understanding Virtualized Exchange 215

Understanding Your Exchange Environment 216

Benefits of Virtualization 217

Environmental Impact 217

Datacenter Impact 217

Virtualization Requirements 218

Hardware Requirements 218

Software Requirements 220

Operations 221

Deciding What to Virtualize 221

Exchange Roles 223

Performance Counters 224

Testing 226

Possible Times to Virtualize 227

Small Office/Remote or Branch Office 227

Site Resilience 228

Mobile Scenario 229

The Bottom Line 231

Chapter 9 • Exchange Server, Email, and SharePoint 2007 233

SharePoint Overview 233

Outlook Integration 234

Integration Overview 234

Calendar Integration 236

Creating a Meeting Workspace 240

Contact Integration 242

Task Integration 244

Alert Integration 246

Document Library Integration 250

Outlook 2003 Integration 252

Email Integration 252

Configuring Outgoing Email 252

Configuring Incoming Email 253

Indexing Exchange Public Folders 261

Defining a Content Source 261

The Bottom Line 263

Part 2 • Getting Exchange Running 265

Chapter 10 • Exchange Server 2010 Quick Start Guide 267

Server Sizing Quick Reference 267

Hardware 268

Operating System 269

Configuring Windows Server 2008 R2 270

Installing Exchange Server 2010 274

GUI-Based Installation 274

Unattended Installation 279

Post Installation Configuration Steps 280

Configuring the Mailbox Role 282

Configuring the Hub Transport Role 284

Configuring Recipients 289

Creating Distribution Groups 292

Organizational Health 293

Configuring a Postmaster Address 293

SSL Certificate 294

Entering the Product Key 294

The Bottom Line 295

Chapter 11 • Understanding Server Roles and Configurations 297

The Importance of Server Roles 297

Exchange 2010 Server Roles 298

Mailbox Server 299

Hub Transport Server 302

Client Access Server 304

Unified Messaging Server 308

Edge Transport Server 310

Possible Role Configurations 312

Combined Function Server 313

Scaling Exchange Server 2010 Roles 314

The Bottom Line 315

Chapter 12 • Exchange Server 2010 Requirements 319

Getting the Right Server Hardware 319

The Typical User 320

CPU Recommendations 321

Memory Recommendations 324

Network Requirements 326

Disk Requirements 327

Software Requirements 333

Operating System Requirements 333

Additional Software 334

Windows Server Roles and Features 334

Additional Requirements 339

Active Directory Requirements 340

Installation and Preparation Permissions 340

Coexisting with Previous Versions of Exchange Server 340

The Bottom Line 342

Chapter 13 • Installing Exchange Server 2010 343

Before You Begin 343

Preparing for Exchange 2010 Ahead of Time 344

Existing Exchange Organizations 345

Preparing the Schema 346

Preparing the Active Directory Forest 347

Preparing Additional Domains 349

Graphical User Interface Setup 350

Command-Line Setup 354

Command-Line Installation Options 354

Command-Line Server Recovery Options 356

Command-Line Delegated Server Installation 357

Installing Language Packs 358

The Bottom Line 358

Chapter 14 • Upgrades and Migrations 361

Upgrades, Migrations, or Transitions 361

Exchange 2003 Migration Overview 362

Exchange 5.5 Migrations 364

Considering Messaging Connectors 365

Legacy Exchange and Third-Party Services 367

Factors to Consider Before Upgrading 368

Prerequisites 368

Setting the Legacy Routing Server Parameter 371

Choosing Your Strategy 376

Comparing the Strategies 376

Management Consoles 382

Coexistence 383

Performing an Interorganization Migration 384

Is Interorganization Migration the Right Approach? 384

Preparing for Migration 388

Moving Mailboxes Using the New-MoveRequest Feature 388

Importing Data from PST 391

The Bottom Line 391

Part 3 • Recipient Administration 393

Chapter 15 • Management Permissions and Role-Based Administration (RBAC) 395

RBAC Basics 395

Differences from Previous Exchange Versions 395

How RBAC Works 396

Managing RBAC 399

Exchange Control Panel 399

Exchange Management Shell 401

Defining Roles 402

What’s in a Role? 402

Choosing a Role 405

Customizing Roles 406

Distributing Roles 409

Determining Where Roles Will Be Applied 409

Assigning Roles to Administrators 413

Assigning Roles to End Users 420

The Bottom Line 424

Chapter 16 • Basics of Recipient Management 427

Exchange Recipients 427

Mailbox-Enabled Users (Mailbox) 427

Mail-Enabled User 428

Mail-Enabled Contacts 428

Mail-Enabled Groups 429

Mail-Enabled Public Folders 430

Defining Email Addresses 430

Accepted Domains 431

Email Address Policies 433

The Bottom Line 441

Chapter 17 • Managing Mailboxes and Mailbox Content 443

Managing Mailboxes 443

Using the EMC to Assign a Mailbox 445

Assigning a Mailbox to More than One User 451

Assigning a Mailbox to a User from the EMS 452

Creating a New User and Assigning a Mailbox Using the EMC 455

Managing User and Mailbox Properties 457

Moving Mailboxes 472

Moving Mailboxes Using the EMS 475

Retrieving Mailbox Statistics 482

Deleting Mailboxes 485

Reconnecting a Deleted Mailbox 486

Bulk Manipulation of Mailboxes Using the EMS 489

Managing Mailbox Properties with the EMS 490

Scripting Account Creation 491

Managing Mailbox Content 492

Understanding the Basics of Messaging Records Management 492

Getting Started with Messaging Records Management 494

Managing Default Folders 495

List of Default Folders 495

Creating Managed Content Settings 496

Keeping the Deleted Items Folder Clean 499

Creating and Managing Custom Folders 501

Managed Folder Mailbox Policies 503

Creating Managed Folder Mailbox Policies 504

Assigning Managed Folder Mailbox Policies to Users 505

Enabling Messaging Records Management on the Mailbox Server 507

The Bottom Line 508

Chapter 18 • Managing Mail-Enabled Groups 511

Managing Mail-Enabled Groups 511

Creating and Managing Mail-Enabled Groups 512

Creating Mail-Enabled Groups 514

Managing Mail-Enabled Groups 515

Creating Dynamic Distribution Groups 520

Using the Exchange Management Shell to Manage Groups 522

Allowing End Users to Manage Group Membership 528

The Bottom Line 530

Chapter 19 • Managing Mail-Enabled Contacts and Users 533

Creating and Managing Contacts 533

Managing Mail-Enabled Contacts and Users Using the EMC 535

Managing Mail-Enabled Contacts and Users Using the EMS 538

Implementing Coexistence Between Exchange On-Premise and Outlook Live Deployments 540

Implementing a Single Global Address List in a Coexistence Scenario 541

The Bottom Line 542

Chapter 20 • Managing Resource Mailboxes 543

How Resource Mailboxes Differ from Regular Mailboxes 543

Exchange 2010 Resource Mailbox Features 544

Creating Resource Mailboxes 544

Creating and Defining Resource Mailbox Properties 544

Defining Advanced Resource Mailbox Features 547

Defining Resource Scheduling Policies 548

Automatic Processing: AutoUpdate vs. AutoAccept 559

Migrating Resource Mailboxes 561

The Bottom Line 562

Chapter 21 • Public Folder Management 565

Understanding Public Folder Support in Exchange 2010 565

Understanding Native Exchange 2010 Support 566

Public Folder Limitations 566

Moving the Public Folder Hierarchy to Exchange 2010 567

Creating a Public Folder Database 568

Managing Public Folder Database Properties 569

Defining the Default Public Folder Server 571

Defining Public Folder Administrators 571

Managing Public Folders 571

Using the Exchange 2010 Public Folder Management Console 571

Using the Exchange Management Shell to Manage Public Folders 575

Using Outlook to Create a Public Folder 581

Working with the Public Folder Hierarchy and Replication 583

Understanding Public Folder Replication 584

Replicating Public Folders 584

Configuring Public Folder Replication 585

Understanding Public Folder Referrals 586

Managing Public Folder Permissions 586

The Bottom Line 587

Chapter 22 • Getting Started with Email Archiving 589

Introduction to Archiving 589

Archiving 590

Retention 590

Discovery 592

Eliminating PST Files 592

Reducing Storage 592

Compliance 592

Disaster Recovery 595

Industry Best Practices 595

Storage Management 595

Importing PSTs 596

Retention 598

Exchange Server 2010 Email Archiving 599

Personal Archive vs. Organizational Archive 599

Policies 600

Placing a Mailbox on Retention Hold 603

Litigation or Legal Hold 604

Placing a Mailbox on Litigation Hold 604

Enabling Archiving 604

Archive Quotas 605

Exchange 2010 Discovery Operation Considerations 606

Using Exchange 2010 Discovery 607

Offline Access 609

Requirements and Factors to Consider 610

The Bottom Line 611

Part 4 • Server Administration 613

Chapter 23 • Creating and Managing Mailbox Databases 615

Getting to Know Exchange Database Storage 615

Exchange Server 4.0, 5.0, and 5.5 (First Generation) 615

Exchange Server 2000 and 2003 (Second Generation) 616

Exchange Server 2007 (Third Generation) 616

Exchange Server 2010 (Current Generation) 616

Basics in Storage Terminology 616

Storage in Exchange Server 2010 617

An Additional Factor: The Archive Mailbox 619

Disk Size vs. I/O Capacity 620

What’s Keeping Me Up at Night? 620

Mailbox Storage 621

Maximum Database Sizes 621

Determining the Number of Databases 621

Allocating Disk Drives 623

Managing Mailbox Databases 624

Viewing Mailbox Databases 624

Creating Mailbox Databases 624

Moving the Mailbox Database EDB File 626

Moving the Mailbox Database Log Files 626

Properties of a Mailbox Database 626

The Bottom Line 632

Chapter 24 • Understanding the Client Access Server 635

Requirements for the Client Access Server Role 636

Client Access Server Operating System Requirements 636

Client Access Server Hardware Recommendations 636

Services Provided by the Client Access Server 637

RPC Client Access 637

Address Book Service 638

Mailbox Replication 639

Remote PowerShell 639

Outlook Web App 641

Exchange Control Panel 641

Outlook Anywhere 643

The Autodiscover Service 644

The Availability Service 649

Offline Address List Distribution 649

Positioning the Client Access Server in Your LAN 650

Client Access Server Proxying 651

Client Redirection 656

Client Access Arrays 657

Interoperability with Earlier Versions of Exchange 659

Exchange 2010 Coexistence Behavior 659

Coexistence with Exchange Server 2003 660

Coexistence with Exchange Server 2007 660

Certificates 661

Default Certificate Usage 661

Using Subject Alternative Name (SAN) Certificates 662

The Bottom Line 667

Chapter 25 • Managing Connectivity with Hub Transport Servers 669

Transport Improvements in Exchange Server 2010 669

Message Routing in the Organization 671

Basics of Exchange Message Routing 671

Send and Receive Connectors 675

Receive Connectors 676

Send Connectors 678

Connectivity to Exchange 2003 682

Messages in Flight 686

Understanding Shadow Redundancy 686

Transport Dumpster 687

The Bottom Line 688

Chapter 26 • Managing Transport and Journaling Rules 691

Introducing the New Exchange 2010 Transport Architecture 692

All Messages Pass Through Hub Transport 692

Setting Up Message Classifications 693

Modifying and Creating Message Classifications 694

Deploying Message Classifications 695

Setting Up Transport Rules 697

Selecting Conditions and Exceptions 700

Selecting Actions 702

Creating New Rules with the Exchange Management Console 705

Creating New Rules with the Exchange Management Shell 707

Introducing Journaling 708

Implementing Journaling 709

Reading Journal Reports 710

The Bottom Line 711

Chapter 27 • Internet and Email 713

What Do You Need to Know? 713

Important Information When Receiving Email 714

Important Information When Sending Email 715

Incorporating a Separate Message Hygiene System 717

Using a Managed Provider 719

Accepted Domains 720

Remote Domains 722

Configuring Hub Transport Servers 725

Configuring the Default Receive Connector 725

Configuring a Send Connector 728

Implementing Edge Transport Servers 731

Some Background Information on Edge Transport 731

Placement of the Edge Transport Server 732

Using Exchange Server 2010 Antispam Tools 739

Enabling Antispam Agents for Hub Transport Servers 740

Enabling Automatic Updates for the Antispam Signatures 740

Content Filtering 741

IP Block and IP Allow Providers 744

IP Block and Allow Lists 747

Recipient Filtering 747

Tarpitting 748

Sender Filtering 749

Sender ID 750

Sender Reputation 751

The Bottom Line 755

Part 5 • Troubleshooting, Operations, and Monitoring 757

Chapter 28 • Troubleshooting Exchange Server 2010 759

Basic Troubleshooting Principles 759

General Server Troubleshooting Tools 761

Event Viewer (Diagnostic Logging) 761

Test-SystemHealth 763

Test-ServiceHealth 764

Exchange Best Practices Analyzer 765

Troubleshooting Mailbox Servers 769

General Mailbox Server Health 769

Using Test-MapiConnectivity 769

Checking Poison Mailboxes 770

Checking Database Replication Health 771

Troubleshooting Mail Flow 772

Using Test-Mailflow 773

Queue Viewer in the EMC 774

Message Tracking 776

Exchange Mail Flow Troubleshooter 779

Other Tools 780

Troubleshooting Client Connectivity 780

Troubleshooting Autodiscover 781

Test-∗Connectivity Cmdlets 783

The Bottom Line 786

Chapter 29 • Monitoring and Performance 787

Key Performance Monitor Counters 787

Types of Monitoring 788

Memory 789

Processor 794

Disk 797

Using System Center Operations Manager 810

Before Importing the Management Pack 812

Importing the Management Pack 812

Modifying Management Pack Objects 814

Creating an Override Management Pack 815

Management Pack Discoveries 816

Event Logs 821

Defining a Security Audit Policy 823

Exchange Event Logging 823

Protocol and Connection Logs 834

IMAP 834

POP 836

Transport 837

Other Logs 847

The Bottom Line 847

Chapter 30 • Backing Up and Restoring Exchange Server 849

Backing Up Exchange 849

Determining Your Strategy 850

Preparing to Recover the Exchange Server 853

Using Windows Server Backup to Back Up the Server 854

Performing the Backup 855

Using Windows Server Backup to Recover the Data 859

Users Can Recover Email 859

Recovering the Database 859

Recovery Database 863

Recovering Single Messages 864

Recovering the Entire Exchange Server 868

Client Access, Hub Transport, and Unified Messaging Roles 869

The Bottom Line 871

Appendix • The Bottom Line 873

Chapter 1: Introducing Exchange Server 2010 873

Chapter 2: Introduction to Email Administration 874

Chapter 3: Standards and Protocols 875

Chapter 4: Understanding Availability, Recovery, and Compliance 876

Chapter 5: Message Security and Hygiene 877

Chapter 6: Introduction to PowerShell and the Exchange Management Shell 878

Chapter 7: Exchange Autodiscover 880

Chapter 8: Virtualizing Exchange Server 2010 880

Chapter 9: Exchange Server, Email, and SharePoint 2007 881

Chapter 10: Exchange Server 2010 Quick Start Guide 882

Chapter 11: Understanding Server Roles and Configurations 883

Chapter 12: Exchange Server 2010 Requirements 885

Chapter 13: Installing Exchange Server 2010 886

Chapter 14: Upgrades and Migrations 887

Chapter 15: Management Permissions and Role-Based Administration (RBAC) 889

Chapter 16: Basics of Recipient Management 891

Chapter 17: Managing Mailboxes and Mailbox Content 892

Chapter 18: Managing Mail-Enabled Groups 895

Chapter 19: Managing Mail-Enabled Contacts and Users 896

Chapter 20: Managing Resource Mailboxes 897

Chapter 21: Public Folder Management 898

Chapter 22: Getting Started with Email Archiving 899

Chapter 23: Creating and Managing Mailbox Databases 900

Chapter 24: Understanding the Client Access Server 901

Chapter 25: Managing Connectivity with Hub Transport Servers 904

Chapter 26: Managing Transport and Journaling Rules 905

Chapter 27: Internet and Email 906

Chapter 28: Troubleshooting Exchange Server 2010 908

Chapter 29: Monitoring and Performance 909

Chapter 30: Backing Up and Restoring Exchange Server 910

Index 913