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Index
SPECIAL OFFER: Upgrade this ebook with O’Reilly A Note Regarding Supplemental Files About the Sidebars Foreword Acknowledgments Introduction
Who Is This Book For? How Is This Book Organized? How to Read This Book What This Book Is Not System Requirements The Companion Web Site Support for This Book We Want to Hear from You
I. Preparing for Exchange Server 2010
1. Introducing Exchange Server 2010
The History of Exchange Server
The Years Before Exchange Exchange Server Before Active Directory Exchange Server 2000 and 2003 Exchange Server 2007 and Beyond
Overview of Exchange Server 2010
Management Consoles Exchange Server Roles Feature Changes from Exchange 2003 and 2007 Exchange On-Premise versus Exchange Online
Exchange Server 2010 Service Pack 1 Exchange 2010 Editions and Licensing
Exchange Server 2010 Editions Exchange Server 2010 Client Access Licenses Exchange Organizational Health
Windows PowerShell and Exchange 2010
Windows PowerShell Basics Scripting
Additional Resources
2. Exchange Deployment Projects
Exchange Deployment Project Framework Planning Exchange Deployment Projects
Plan Deliver Operate Manage
Putting a Project Together Case Studies Used in This Book
Contoso Fabrikam Litware
Additional Resources
3. Exchange Environmental Considerations
Evaluating Network Topology
Reviewing Current and Planned Network Topology Domain Name System (DNS) Internet Protocol (IPv4 and IPv6) Understanding Client Load Patterns Perimeter Network Avoiding Pitfalls by Providing Technical Recommendations
Evaluating and Planning for Active Directory
How Exchange 2010 Uses Active Directory Single versus Multi-Forest Implementation Single vs. Multi-Domain Implementation
Planning Naming Conventions
Server Name Database Availability Group Name Database Name Active Directory Site Name User Names
Planning Namespace
Namespace Scenarios Disjoint Namespace Single Label Domains Non-contiguous Namespaces
Planning Certificates
About Digital Certificates Types of Certificates Working with Certificates in Exchange 2010
Planning Exchange Server 2010 Placement
Domain Controller and Global Catalog Placement Using Exchange Server 2010 on Member Servers or Domain Controllers Exchange Server Role Placement
Planning Network Port Requirements
Mailbox Server Hub and Edge Transport Servers Client Access Server Unified Messaging Server
International Considerations
Multiple Language Support for Exchange Time, Time Zone, and Daylight Saving Message Format and Encoding
Mail Client Support
Microsoft Outlook/Entourage Outlook Web App IMAP and POP3 Clients
Additional Resources
II. Designing Exchange Server 2010
4. Client Access in Exchange 2010
Client Access Server Architecture
Client Access Server Features Windows Services New Features
Planning Client Access to Exchange
Client Access Services and Physical Architecture Client Access High Availability Certificates for Client Access Services Pulling It All Together
Additional Resources
5. Routing and Transport
Exchange Transport Server Architecture
Components of Message Transport Message Queues on Transport Servers Queue Database Transport Server Services Delivery Status Notifications Message Latency Measurement Shadow Redundancy Message Throttling Back Pressure
Understanding Transport Agents
Default Transport Agents Events That Trigger Transport Agents
Message Routing in Exchange 2010
Message Routing within an Exchange Organization Reviewing and Configuring Message Routing Between Active Directory Sites Planning Message Routing to the Organization Perimeter Planning and Configuring Your SMTP Namespace TargetAddress Routing
Additional Resources
6. Mailbox Services
Introduction to Exchange Server 2010 Mailbox Services Exchange Mailbox Services Architecture
Database Files The Exchange Services
What Is New in Exchange Server 2010
Large Mailboxes Deleted Item Recovery and Dumpster 2.0 Discontinuation of Storage Groups Performance Improvements
Exchange Mailbox Services Configuration
Determining the Number of Mailboxes for Each Server Determining Where to Host Mailboxes Database Maintenance Mailbox Limits Configuring Deleted Item Recovery Quotas Poison Mailbox Detection and Correction Client Configuration Configuring Public Folders
Additional Resources
7. Edge Transport and Messaging Security
Implementing Edge Transport Server
Considering Firewall Ports Planning and Configuring Edge Synchronization Edge Transport Configurations
Planning for Anti-Spam
How Exchange 2010 Does Spam Filtering How Anti-Spam Updates Work Enable Anti-Spam on Hub Transport Servers Connection Filtering Sender Filtering Recipient Filtering Sender ID Filtering Content Filtering Sender Reputation Filtering Attachment Filtering Anti-Spam Reporting
Antivirus Considerations
Exchange Server 2010 Antivirus Protection Considerations for Deploying an Antivirus Solution Using Forefront Protection 2010 for Exchange Server
Planning for Messaging Security
Implementing Network-Based Security Planning for Session-Based Security Implementing Client-Based Security
Additional Resources
8. Automated Message Processing, Compliance, and Archiving
Messaging Compliance Overview Designing and Implementing Messaging Records Management
Retention Tags and Retention Policies Retention Hold Managed Folders
Designing and Implementing Transport Rules
Rules Agents Creating Transport Rules
Designing and Implementing Message Journaling
Journaling Agent Journal Reports Journal Rules
Designing and Implementing Personal Archives Multi-Mailbox Search
Litigation Hold Performing a Multi-Mailbox Search
Designing and Implementing AD RMS Integration
AD RMS Overview AD RMS and Exchange Server 2010
Designing and Implementing Message Classifications
Dependencies of Message Classification Creating Message Classifications in Exchange Server 2010 Configuring Message Classifications for Outlook 2007 and Outlook 2010 Assigning Message Classifications with Transport Rules
Additional Resources
9. Unified Messaging
Introduction to Unified Messaging The Basics of Telephony
Types of Telephone Systems Types of PBX VoIP Gateway Introduction Unified Messaging Protocols
Exchange Unified Messaging Architecture
Unified Messaging Services Unified Messaging Folder Structure
Planning for Unified Messaging
Unified Messaging Servers UM Dial Plans UM IP Gateways UM Hunt Groups UM Mailbox Policies UM Auto Attendants Call Answering Rules
Deploying Unified Messaging
Adding the UM Server Role Configuring UM Dial Plans Configuring UM IP Gateways Configuring UM Hunt Groups Configuring UM Mailbox Policies Configuring UM Settings Configuring Incoming Faxes
International Considerations of Unified Messaging
Foreign Language Support Operating UM in a Multi-language Environment
Managing Unified Messaging
Enabling Mailboxes for Unified Messaging UM Reporting Testing Unified Messaging Functionality
Office Communication Server 2007 R2 Integration
Integrating OCS 2007 R2 in Exchange 2010 Architecture Deploying UM and OCS 2007 R2 Integration Deploying Instant Messaging for OWA
Additional Resources
10. Federated Delegation
Introduction to Federated Delegation in Exchange Server 2010
Overview of Federation and Federated Delegation
Fundamentals and Components of Federated Delegation
Federation Trust Organization Relationships Sharing Policies Interaction of Permissions, Organization Relationships, and Sharing Policies
Federation Scenarios
Free/Busy Access Calendar and Contacts Sharing Federating with Online Services
Troubleshooting Federated Delegation
Troubleshooting the Federation Trust Troubleshooting Organization Relationships Troubleshooting Calendar and Contacts Sharing
Additional Resources
11. Designing High Availability
Achieving High Availability
Measuring Availability Exchange 2010 High-Availability Features
Availability Planning for Mailbox Servers
Active Manager Continuous Replication Designing and Configuring DAGs
Availability Planning for Client Access Servers
Client Access Load Balancing and Failover Solutions
Availability Planning for Transport Servers
Shadow Redundancy
Planning Cross-site Failovers
Cross-site DAG Considerations Cross-site Considerations for Client Access and Transport
Risk Mitigation Pulling It All Together
Contoso Case Study
Additional Resources
12. Backup, Restore, and Disaster Recovery
Changes to Backup and Restore in Exchange Server 2010
Integrating High Availability and Disaster Recovery Removal of ESE Streaming APIs for Backup and Restore Storage Group Removal Database Not Tied to a Specific Mailbox Server Using DAGs to Eliminate Traditional Point-in-Time Backups
Backup and Disaster Recovery Planning
Why Backup Is Done Developing Service Levels for Backup and Restore Disaster Prevention Strategies Testing Your Disaster Recovery Plan
Performing Backup and Recovery for Non-Mailbox Server Roles
Client Access Server Backup and Recovery Hub Transport Server Backup and Recovery Unified Messaging Server Backup and Recovery Edge Transport Server Backup and Recovery
Performing Backup and Recovery for Mailbox Server Roles
Volume ShadowCopy Service Using Windows Server Backup Using Advanced Backup Solutions Dial Tone Recovery Using the Recovery Database Recover an Exchange Server Backup and Recovery of Public Folders
Operating Without Traditional Point-in-Time Backups
Using Lagged Database Copies Backups and Log File Truncation Reasons for Traditional Point-in-Time Backups
Additional Resources
13. Hardware Planning for Exchange Server 2010
Sizing and Planning Exchange Hardware
Exchange Scalability The Sizing Process Profiling Sizing Tools Preproduction Verification
Sizing Guidelines
Processor Type Processor Scalability Processor Guidelines Processor Ratio Guidelines Memory Network Configuration Domain Controllers Hub and Edge Transport Roles Client Access Server Role Mailbox Role Unified Messaging Role Multiple Role Server
Designing Virtualization for Exchange 2010 Servers
Virtualization Support
Additional Resources
III. Upgrading to Exchange Server 2010
14. Upgrading from Exchange Server 2003 and Exchange Server 2007
Designing Upgrade and Coexistence Strategies
Discontinued and De-emphasized Functionality in Exchange Server 2010
Useful Tools for an Upgrade
Exchange Server Deployment Assistant Exchange Best Practices Analyzer Exchange Pre-Deployment Analyzer Exchange Server Remote Connectivity Analyzer
Upgrading from and Coexisting with Exchange Server 2003
Preparing the Environment Deploying Exchange Server 2010 Computers Upgrading Outlook and Remote Access Functionality Upgrading Message Connectivity From Exchange Server 2003 Coexistence for Management Planning and Implementing Mailbox Moves and Coexistence Planning Public Folder Access and Migration Removing Legacy Exchange Servers
Upgrading from and Coexisting with Exchange Server 2007
Upgrading Exchange Server 2007 Computers to SP2 Preparing Active Directory After Applying Exchange Server 2007 SP2 Deploying Exchange Server 2010 Computers Upgrading Client Access Services Upgrading Message Connectivity From Exchange Server 2007 Planning Mailbox Moves and Coexistence Planning Continuous Replication Migration Planning Unified Messaging Migration Removing Exchange Server 2007 Computers
Additional Resources
IV. Deploying and Managing Exchange Server 2010
15. Preparing for and Deploying Exchange Server 2010
The Exchange Server 2010 Deployment Process
Exchange and Active Directory Domain Services
Preparing for an Exchange Deployment
Prepare AD DS and Domains Checking Exchange Environment Health
Deploying Exchange 2010
Preparing the Exchange 2010 Server Hardware
Automating Exchange Server Installations Additional Resources
16. Managing Exchange
Exchange 2010 Permissions Model
Active Directory Groups of Exchange The Role-Based Access Control Permission Model Active Directory Split Permissions
Managing Exchange Recipients
Managing Mail-Enabled Users and Mailboxes Managing Contacts Managing Groups Managing Resources Moving Mailboxes Importing and Exporting Mailboxes Automating Administration
Managing Other Exchange Objects
Managing Address Policies Managing Address Lists Managing Details Templates Managing Outlook Web App Themes Managing Public Folders
Additional Resources
17. Operating and Troubleshooting Exchange Server 2010
Microsoft Operations Framework
Problem vs. Incident Management Trending and Capacity Planning
Troubleshooting Methodology
Define the Scope Collect the Data Correlate the Data Rank the Causes Work the Solutions Return to Operating State Feedback Loop
Monitoring Exchange Server 2010
Performance Monitor System Center Operations Manager 2007 R2
Troubleshooting Tools
Identifying and Resolving Performance Problems Identifying and Resolving Mail Flow Issues Identifying and Resolving Exchange Server Issues
PowerShell Troubleshooting Additional Resources
Index SPECIAL OFFER: Upgrade this ebook with O’Reilly
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