Title Details

Nathan Winters is an Exchange Technical Specialist at Microsoft UK. He has worked with many of the UK's largest companies across all sectors, helping them understand the value of their messaging platform and deploy Microsoft Exchange and Lync Server. Before joining Microsoft, he founded the Microsoft Messaging and Mobility User Group UK. He is a four-time MVP for Exchange Server and a regular speaker at major industry conferences in both the U.S. and UK. Neil Johnson is a Senior Consultant with Microsoft Consulting Services in the UK. He has over 16 years of experience in enterprise design and architecture, and is the author of the Exchange Client Network Bandwidth Calculator and the Jetstress Field Guide. Neil can often be found presenting at external events such as TechEd or Microsoft internal product events. Nicolas Blank has more than 15 years of experience with various versions of Exchange, and is the founder of and Messaging Architect at NBConsult. A recipient of the MVP award for Exchange since 2007, Nicolas is a Microsoft Certified Master in Exchange and presents regularly at conferences in the U.S., Europe, and Africa.

Chapter 1 • Business, Functional, and Technical Requirements 1

Building the Foundation for Requirements 1

Establishing Project Roles 2

Getting Started with the Exchange Design 2

Requirements as Part of a Larger Framework 3

Understanding the Types of Requirements 4

Business Requirements 4

Technical Requirements 6

Constraints 7

Assumptions 8

Requirements Elicitation 8

Summary 9

Chapter 2 • Exchange Design Fundamentals 11

Introducing Design Documents 11

From Requirements to Design 11

No Single Way to Implement Exchange 12

How Much Detail Is Enough? 12

Section Guide 12

Section Index 13

Executive Summary 13

Business Requirements 14

Summary of Vision and Scope 14

Functional Specification 14

Architecture Summary 14

Compliance 15

External Publishing 15

Migration or Legacy Integration Requirements 15

Interoperation with Third-Party Applications 16

High-Availability Strategy and Requirements 16

Transport Design 17

Client Access Design 18

Mailbox Design 18

VM Requirements 19

Bandwidth Requirements 20

Exchange Solution Sizing 20

Moving Forward 24

A Living Document 24

How Do You Know When to Finish Designing? 24

Overengineering 25

Keep It Simple 25

Future Proofing 25

The Microsoft Way 25

Chapter 3 • Exchange Architectural Concepts 27

The Evolution of Exchange 2013 27

Exchange 2000/2003 28

Exchange 2007 30

Exchange 2010 34

Exchange 2013 39

Discontinued Features 42

Exchange 2013 Editions 42

Transport 42

Management 44

Role Separation 45

High Availability 54

Exchange Online Integration 57

Summary 57

Chapter 4 • Defining a Highly Available Messaging Solution 59

Defining Availability 59

Defining Availability Components 60

Defining the Cost of Downtime 62

Planning for Failure 63

Defi ning Terms for Availability 65

Service-Level Agreements 65

RPO and RTO 65

Defi ning High Availability and Disaster Recovery 66

Achieving High Availability 67

Building an Available Messaging System 69

Transport 69

Namespace Planning 69

Exchange Hybrid Deployment 72

Database Availability Group Planning 73

Summary 78

Chapter 5 • Designing a Successful Exchange Storage Solution 79

A Brief History of Exchange Storage 79

Exchange 40–55 79

Exchange 2000–2003 80

Exchange 2007 80

Exchange 2010 81

Storage Changes in Exchange 2013 82

Issue 1: Storage Capacity Increasing 82

Issue 2: Mechanical Disk IOPS Performance Not Increasing 83

Issue 3: JBOD Solutions Require Operational Maturity 85

Issue 4: Mailbox Capacity Requirements Increasing 86

Issue 5: Everything Needs to Be Cheaper 86

Storage Improvements in Exchange Server 2013 87

Automatic Database Reseed 88

Multiple Databases for Each JBOD Disk Spindle 88

Designing a Successful Exchange Storage Solution 90

Requirements Gathering 90

Making Sense of the Exchange Mailbox Server Role Requirements Calculator 93

Selecting the Right Storage Hardware 95

Storage Validation Using Jetstress 96

Summary 98

Chapter 6 • Management 101

Trends in Management of Platforms 101

Role-Based Access Control 102

RBAC Overview 103

Understanding the Components of the RBAC Permissions Model 104

Planning Your Management Strategy 105

Understanding Built-in Management Roles, Role Groups, and Role Association 107

Role Assignments 111

Under the Hood 112

Creating New Roles 113

Creating New Management Scopes 114

Creating and Managing Role Groups 115

Creating New Role Assignments 115

Understanding Role Assignment Policies 117

Applying Business Logic Using Unscoped Top-Level Roles 119

Reporting Effective Permissions and Cmdlet Usage 121

Understanding Split Permissions 123

Using EAC to Manage RBAC 125

Administration 127

The Exchange Management Tools 131

What’s New in EAC? 132

Securing Access to EAC 134

Hybrid Deployments and EAC 135

PowerShell and Exchange Management Shell 135

Summary 136

Chapter 7 • Exchange 2013 Hybrid Coexistence with Office 365 137

What Is Exchange Hybrid? 137

High-Level Infrastructure Overview 137

Why Consider Exchange Hybrid? 140

Benefits of Exchange Online 140

Trade-offs of Exchange Online 141

Design Considerations 143

Solution Requirements 143

Solution Design 144

Proof of Concept 145

Deployment Planning and Preparation 145

Common Deployment Hurdles 150

Summary 156

Chapter 8 • Designing a Secure Exchange Solution 159

Why and What to Secure? 159

What Does Security Mean? 159

How Real Is the Threat Today? 160

What Is Necessary to Secure? 161

Handling Security Conversations 162

The Challenges 162

Trustworthy Computing 164

Designing a Secure Exchange Solution 170

Protecting against Malware and Spam 170

Protecting against Unauthorized Network Access 177

Protecting against Unauthorized Data Access 183

Security of Data in Transit 184

Security of Data at Rest 186

Security of Data in Long-Term Storage 193

Auditing and Reporting 193

Summary 197

Chapter 9 • Compliance 199

Overview of Messaging Compliance 199

Regulations 200

Designing Your Policies 203

Discussions with the Legal Department 203

Typical Requirements 203

Compliance Policy 205

Compliance Solutions 206

Exchange Functionality 206

Exchange 2013 Compliance Scenarios 209

Communication 229

Summary 229

Chapter 10 • Collaborating with Exchange 231

What Is Collaboration? 231

Basic Collaboration with Email 232

The Client Experience 232

Helping Users Learn to Collaborate 233

The Address Book: a Place to Find and Get to Know People 234

Shared Mailboxes 235

Creating and Managing Shared Mailboxes 236

Automatic Mailbox Mapping 237

Accessing Shared Mailboxes from Mobile Devices 237

Resource Mailboxes 238

Implementing Resource Mailboxes 238

Public Folders 240

Structure of Modern Public Folders 241

Distribution Groups 242

Site Mailboxes 245

Implementing Site Mailboxes 247

SharePoint 2013 Prerequisites 247

Configuring the SharePoint Server 248

Preparing the Exchange 2013 Server 255

Creating and Configuring a Connection from SharePoint to Exchange 256

Configuring the Connection from Exchange to SharePoint 259

Summary 259

Chapter 11 • Extending Exchange 261

Accessing Exchange Programmatically 261

Where Do I Start? 262

Taking EWS for a Test Drive without Writing Any Code 263

How Do You Connect Your Code to Exchange? 263

Where Do You Run Your Code? 263

Considerations for the Cloud 263

Choosing the Right API for Exchange Development in Exchange 2013 264

Other Exchange APIs 268

Exchange Web Services in Exchange 2013 268

EWS Managed API 269

Web Services Description Language Proxy Objects 269

Raw SOAP 269

Connection and Authentication 270

Accessing Mailbox Data 274

Searching for Items 278

In-Place eDiscovery in Exchange 2013 279

Creating Items Using Exchange Web Services 283

Other EWS features 286

Migrating a CDO 12 VBS Script to a PowerShell EWS Managed API Script 290

Connecting to the Target Exchange Mailbox 290

Establishing a Connection to the Mailbox’s Contacts Folder 290

Filtering the Contents of the Contacts Folder for Those That Contain a Photo 291

Downloading the Contact Photo Attachment 291

Mail Apps for Outlook and the Outlook Web App 292

How Mail Apps Work 293

JavaScript API for Office 294

Permission Levels in Mail Apps 294

Using Exchange Web Services within Mail Apps 295

Getting Started with a Mail App 296

Installing a Mail App 296

Best Practices When Writing EWS Code 296

Exchange, the Microsoft Stack, and Other Third-Party Products 297

Summary 297

Chapter 12 • Exchange Clients 299

Types of Exchange Client 299

Messaging Application Programming Interface (MAPI/RPC) 300

Exchange Web Services 300

POP/IMAP 301

Web Browsers 302

Exchange ActiveSync 303

Collaboration Data Objects 304

Why Does Client Choice Matter? 305

User Experience 305

Supportability 306

Regulatory Compliance 309

Organization Security Compliance 309

Performing a Client Inventory 310

Messaging API (MAPI/RPC) 310

Web Clients (EWS, EAS, and OWA) 311

POP3 and IMAP4 312

Scripting 313

Design Considerations 313

Supportability 313

Security 314

Client Performance 315

Network Usage 317

Exchange 2013 User Throttling 318

Summary 319

Chapter 13 • Planning Your Deployment 321

Exchange 2013 Information Resources 321

Required Documentation 321

Preparing Active Directory 322

Extending the Schema 322

Creating or Updating the Exchange Organization 323

Preparing or Updating Active Directory Domains 323

Designing a Rollout Process 323

Installing into an Existing Organization 324

SMTP Considerations for Existing Organizations 325

Certifi cate Considerations 325

Choosing a Load Balancer 326

Making the Choice 326

Deploying Operating System-Based Antivirus Programs 327

Firewalls and Exchange 327

Publishing Exchange to the Internet 328

Preparing Clients 328

Preproduction Load Testing 329

User Acceptance Testing 329

Summary 330

Chapter 14 • Migrating to Exchange 2013 331

Inter-Org Migrations 331

Outlook Client Reconfiguration 331

Availability Data Sharing 332

Global Address List Synchronization 332

Public Folder Data Synchronization 333

Mail Flow 333

Mailbox Permissions 334

Mobile Device Reconfiguration 334

External URL Publishing 335

Exchange Application Integration 335

Offline Address Book 336

Distribution Groups 336

Intra-Org Migrations 336

Outlook Client Reconfi guration 337

Availability Data Sharing 337

Global Address List Synchronization 337

Public Folder Data Synchronization 337

Mail Flow and Mailbox Permissions 337

Mobile Device Reconfiguration 338

External URL Publishing 338

Exchange Application Integration 338

Offline Address Book 338

Distribution Groups 338

Moving Mailboxes 338

Mailbox Replication Service 339

Preparing for Inter-Org Mailbox Moves 340

Storage Capacity 342

Content Indexing 343

Modern Public Folder Data Migration 343

Intra-Org Migration to Exchange Server 2013 345

Foreign Systems 346

Lotus Notes 346

Novell GroupWise 347

Other IMAP 347

Legacy Exchange Migrations 348

Version-to-Version Upgrade 348

Double-Hop Inter-Org Migration 349

Migrating to Office 365 349

Migrating to Exchange Server 2010 349

Common Migration Problems 349

Failure to Get Business Support 350

Insufficient Planning 350

Incorrect End-User Expectations 351

Seamless vs Velocity 351

Application Integration 352

Compliance 353

Migration Improvements in Exchange 2013 353

Batch Moves 353

Migration Endpoints 353

Summary 354

Chapter 15 • Operating and Monitoring Exchange Server 2013 355

Monitoring 356

Alerting 357

Reporting 358

Types of System Availability 358

Trending 358

Inventory 365

Monitoring Enhancements in Exchange 2013 367

Managed Availability 367

Workload Management 369

Summary 371

Index 373