Microsoft Exchange Server 2013 Unleashed

Microsoft Exchange Server is the world's leading e-mail server, used in organizations large and small throughout the world. The latest version, Exchange 2013, is due to be released in the fourth quarter of 2012, and is slated to be a major revision. Microsoft Exchange Server 2013 Unleashedwill be the most complete reference available for Exchange 2013, as well as being the first book on the subject. It is written by some of the leading authorities on Exchange, who have been working with the new version from pre-beta releases. It will provide not just a reference to Exchange's many features, new and old, but will provide hundreds of helpful tips and tricks based on the authors' experience implementing the beta and pre-release versions of the product in actual work environments. This book will be the first place that anyone working with Exchange 2013 will go to for information on getting the most out of Exchange.

Rand Morimoto, Ph.D., MVP, MCITP, CISSP, has been in the computer industry for more than 30 years and has authored, coauthored, or been a contributing writer for dozens of books on Windows, Security, Exchange, BizTalk, and Remote and Mobile Computing. Rand is the president of Convergent Computing, an IT-consulting firm in the San Francisco Bay area that has been one of the key early adopter program partners with Microsoft, implementing the latest Microsoft technologies, including Microsoft Windows Server 2012, System Center 2012, Windows 8, Exchange Server 2013, SharePoint 2013, Office 365, and Azure cloud services in production environments more than 18 months before the initial product releases.

Michael Noel, MCITP, MVP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He authored multiple major industry books that have been translated into more than a dozen languages worldwide. Michael has presented at over 100 technical and business conferences in more than 50 countries around the world and on all seven continents, including the first ever IT conference in Antarctica. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael’s writing and extensive public-speaking experience across all seven continents leverage his real-world expertise in helping organizations realize business value from the information technology infrastructure.

Guy Yardeni, MCITP, CISSP, MVP, is an accomplished infrastructure architect, author, and overall geek-for-hire. Guy has been working in the IT industry for more than 15 years and has extensive experience designing, implementing, and supporting enterprise technology solutions. Guy is an expert at connecting business requirements to technology solutions and driving to successful completion the technical details of the effort while maintaining overall goals and vision. Guy maintains a widely read technical blog at www.rdpfiles.com and is a Windows MVP.

Chris Amaris, MCITP, MCTS, CISSP/ISSAP, CHS III, is the chief technology officer and cofounder of Convergent Computing. He has more than 20 years experience consulting for Fortune 500 companies, leading companies in the technology selection, design, planning, and implementation of complex information technology projects. Chris has worked with Microsoft Exchange Server since its original release in 1995. He specializes in messaging, security, performance tuning, systems management, and migration. Receiving his first Microsoft technologies certification in 1993, Chris is a current Microsoft Certified IT Professional (MCITP) with multiple Microsoft Certified Technology Specialist (MCTS) certifications in Microsoft technologies, a Certified Information Systems Security Professional (CISSP) with an Information System Security Architecture Professional (ISSAP) concentration, Certified Homeland Security (CHS III), a Novell CNE, a Banyan CBE, and a Certified Project Manager. Chris is also an author, writer, and technical editor for a number of IT books, including Microsoft System Center 2012 Unleashed, Network Security for Government and Corporate Executives, Microsoft Exchange Server 2010 Unleashed, and Microsoft Windows Server 2012 Unleashed.

Andrew Abbate enjoys the position of principal consultant and partner at Convergent Computing. With nearly 20 years of experience in IT, Andrew’s area of expertise is understanding a business’s needs and translating that to process and technologies to solve real problems. Having worked with companies from the Fortune Ten to companies of 10, Andrew has a unique perspective on IT and a grasp on “big picture” consulting. Andrew has also written nine industry books on varying technologies ranging from Windows to Security to Unified Communications and contributed to several others.

Introduction     1
Part I Microsoft Exchange Server 2013 Overview
1 Exchange Server 2013 Technology Primer     5
What Is Exchange Server 2013?      5
What’s New in Exchange Server 2013?      14
Exploring the New Exchange Administration Center (EAC)      17
Architectural Changes in Exchange Server 2013     18
Improvements in Exchange Server 2013 Relative to Security     20
Improvements in Exchange Server 2013 Relative to eDiscovery and Retention     21
Changes to Public Folders in Exchange Server 2013     22
Introduction of Site Mailboxes in Exchange Server 2013     23
Exchange Server 2013 as the Focal Point for Remote and Mobile Communications     24
Integration with Lync 2013     26
Improving Unified Messaging in Exchange Server 2013     26
Making Exchange Server 2013 Extremely Reliable and Recoverable     27
Improving Configuration, Administration, and Management Through the Exchange Management Shell     29
Improving Performance Through Batch Moves and Processing     30
Understanding Mail Flow in Exchange Server 2013     31
Understanding the Importance of Active Directory for an Exchange Server 2013 Environment     32
Installing and Transitioning to Exchange Server 2013     33
Managing and Administering Exchange Server 2013     34
Summary     35
Best Practices     35
2 Understanding Core Exchange Server 2013 Design Plans     37
Planning for Exchange Server 2013     37
Understanding AD Design Concepts for Exchange Server 2013     42
Determining Exchange Server 2013 Placement     47
Configuring Exchange Server 2013 for Maximum Performance and Reliability     49
Securing and Maintaining an Exchange Server 2013 Implementation     50
Summary     51
Best Practices     51
3 Architecting an Enterprise-Level Exchange Server 2013 Environment     53
Designing Active Directory for Exchange Server 2013     53
Determining Hardware and Software Components     56
Designing Exchange Server Roles in an Exchange Server Environment     57
Designing Exchange Server Infrastructure     60
Integrating Client Access into Exchange Server 2013 Design     62
Summary     63
Best Practices     63
4 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2013     65
Domain Name System and Its Role in Exchange Server 2013     65
Outlining the Types of DNS Servers     67
Examining DNS Components     68
Using DNS to Route SMTP Mail in Exchange Server 2013     77
Understanding DNS Requirements for Exchange Server 2013     78
Configuring DNS to Support Exchange Servers     83
Troubleshooting DNS Problems     83
Global Catalog and Domain Controller Placement     87
Examining the Role of Domain Controllers in AD     90
Defining the Global Catalog     91
Exploring Microsoft Exchange Active Directory Topology Service     97
Understanding AD Functionality Modes and Their Relationship to Exchange Groups     99
Summary     103
Best Practices     103
5 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2013     105
Understanding Public Key Infrastructure     106
Server Certificates in Exchange Server 2013     112
Installing a Windows Certification Authority Server     118
Securing an Exchange Server 2013 Server     122
Securing an IIS Web Server     129
Implementing Secured Email Communications with Exchange Server 2013     138
Using Outlook to Send and Receive Digitally Signed and Encrypted Emails     144
Summary     149
Best Practices     149
Part II Implementing and Transitioning to Exchange Server 2013
6 Installing and Configuring the Basics of Exchange Server 2013 for a Brand-New Environment     151
Understanding the Exchange Server 2013 Server Roles     152
Understanding the Prerequisites for Exchange Server 2013     153
Understanding High Availability and Site Resilience in Exchange Server 2013     156
Exchange Server 2013 Hardware Requirements     157
Understanding the Active Directory Requirements for Exchange Server 2013     158
Understanding Role Based Access Control     167
Planning Your Exchange Server 2013 Installation     170
Deploying Active Directory from Scratch     172
Preparing Your Environment for Exchange Server 2013     182
Installing Exchange Server 2013     192
Finalizing the Deployment     194
Summary     195
Best Practices     195
7 Transitioning from Exchange Server 2007/2010 to Exchange Server 2013     197
High-Level Guide for Transition from Exchange Server 2007/2010 to Exchange Server 2013     198
Understanding How to Transition to Exchange Server 2013     199
Deploying a Prototype Lab for the Exchange Server 2013 Transition Process     204
Migrating to a Brand-New Exchange Server 2013 Environment     206
Planning Your Transition     207
Summary     219
Best Practices     219
8 Implementing and Supporting a Highly Available Exchange Server 2013 Environment     221
Understanding Windows Failover Clustering     222
Understanding Database Availability Groups     223
Deploying a Database Availability Group     226
Comparing and Contrasting DAG Versus CCR/SCR/SCC     246
Load Balancing in Exchange Server 2013     248
Software Load Balancing in Windows     249
Summary     254
Best Practices     255
9 Public Folders     257
Understanding Public Folders     258
Planning a Public Folder Environment     261
Implementing a Public Folder Environment     264
Managing Public Folders     271
Migrating Public Folders     278
Summary     283
Best Practices     284
Part III Securing and Compliance in an Exchange Server 2013 Environment
10 Understanding Exchange Policy Enforcement Security     287
What Is Enterprise Policy Management in Exchange Server 2013?      288
Understanding Relevant Governmental Regulations for Policy Enforcement     288
Using Transport Agents in Exchange Server 2013     297
Understanding the Hub Transport Agents in Exchange Server 2013     299
Understanding Transport Agent Policies on the Edge     305
Creating Messaging Records Retention Policies     307
Utilizing Rights Management Services for Policy Enforcement     310
Exchange Server 2013 Client-Level Security Enhancements     324
Protecting Against Spam     325
Securing Outlook Web App     329
Summary     331
Best Practices     332
11 Exchange Edge Including Antispam/Anti-Malware Protection for Exchange     333
Installing and Configuring the Edge Transport Server Components     334
Utilizing the Basic Sender and Recipient Connection Filters     343
Utilizing Sender ID on an Edge Transport Server     352
Using Content Filtering to Isolate Inappropriate Content     358
Fine-Tuning Content Filtering     364
Using Content Filtering to Allow and Reject Domain-Level Content     366
Filtering Content in a Message Attachment     368
Using Sender/IP Reputation to Filter Content     371
Using Address Rewriting to Standardize on Domain Address Naming for an Organization     373
Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server     375
Implementing Safelist Aggregation for Microsoft Outlook     380
Managing and Maintaining an Edge Transport Server     382
Exchange Server-Level Security Features     386
Forefront Online Protection for Exchange     393
Summary     394
Best Practices     394
12 Designing and Implementing Message Archiving, Retention, and eDiscovery     397
Why Is Email Archiving and Retention So Important These Days?      398
What Is Archiving, Retention, and eDiscovery?      398
Archiving in Exchange Using Archive Mailboxes     399
Creating and Using an Exchange Archive Mailbox     401
Retention in Exchange Server 2013 Using Retention Policies     405
Handling Legal Hold in Exchange     412
eDiscovery and Searching for Content     415
Summary     420
Best Practices     420
Part IV Exchange Administration, Management, Maintenance, and Optimization
13 Administering an Exchange Server 2013 Environment     423
Exchange Administration Center     423
Exchange Management Shell     428
Performing Common Tasks     431
Introduction to Role Based Access Control     436
Understanding Journaling     441
Understanding Archiving     446
Server Administration     448
Summary     451
Best Practices     451
14 Exchange Server 2013 Management and Maintenance Practices     453
Proper Care and Feeding of Exchange Server 2013     454
Maintenance Tools for Exchange Server 2013     457
The Exchange Administration Center     459
The Exchange Toolbox     460
Auditing the Environment     465
Best Practices for Performing Database Maintenance     474
Prioritizing and Scheduling Maintenance Best Practices     476
Postmaintenance Procedures     482
Reducing Management and Maintenance Efforts     482
Summary     483
Best Practices     484
15 Optimizing an Exchange Server 2013 Environment     485
Examining Exchange Server 2013 Performance Improvements     486
Analyzing Capacity and Performance     491
Optimizing Exchange Server 2013 Servers     494
Monitoring Exchange Server 2013     503
Analyzing and Monitoring Core Elements     504
Properly Sizing Exchange Server 2013     510
Monitoring Exchange Server with System Center Operations Manager     515
Summary     516
Best Practices     517
16 Backing Up the Exchange Server 2013 Environment     519
Understanding the Importance of Backups     519
Establishing Service Level Agreements     521
Supporting Backups with Documentation     523
Logging Daily Backup Results and Evaluation     526
Roles and Responsibilities     527
Developing a Backup Strategy     528
What to Back Up on Exchange Servers     532
The Need for Backups with Database Availability Groups     536
Backing Up Windows Server and Exchange Server 2013     537
Backing Up Specific Windows Services     538
Recovering Exchange Server Application and Exchange Server Data     542
Protecting Exchange Servers with System Center 2012 Data Protection Manager     546
Summary     555
Best Practices     556
17 Using Microsoft System Center Operations Manager to Monitor Exchange Server 2013     557
Exchange Server 2013 Monitoring     558
Understanding How OpsMgr Works     559
OpsMgr Architecture Components     564
Securing OpsMgr     576
Fault Tolerance and Disaster Recovery     581
Understanding OpsMgr Components     587
Putting It All Together in a Design     592
Installing OpsMgr 2012     600
Configuring OpsMgr     614
Administering OpsMgr     624
Exploring the Exchange Server 2013 Management Pack     630
Summary     641
Best Practices     641
18 Documenting an Exchange Server 2013 Environment     643
Benefits of Documentation     644
Exchange Server 2013 Project Documentation     646
Exchange Server 2013 Environment Documentation     656
Exchange Server 2013 Administration and Maintenance Documents     659
Disaster Recovery Documentation     662
Performance Documentation     665
Security Documentation     666
Training Documentation     667
Summary     668
Best Practices     668
Part V Platform Integration in an Exchange Server 2013 Environment
19 Designing and Configuring Unified Messaging in Exchange Server 2013     669
Unified Messaging Features     669
Unified Messaging Architecture     676
Unified Messaging Installation     689
Monitoring and Troubleshooting Unified Messaging     700
Unified Messaging Shell Commands     713
SIP Protocol     716
Summary     718
Best Practices     718
20 Integrating Exchange with SharePoint Site Mailboxes, Enterprise Search, and More     721
Understanding the History of SharePoint Technologies     722
Identifying the Need for SharePoint 2013     726
Exploring Basic SharePoint Features     727
Exploring End-User Features in SharePoint     729
Enabling Site Mailbox Functionality in SharePoint 2013     734
Customizing and Developing SharePoint Sites     741
Summary     742
Best Practices     742
Part VI Client Access to Exchange
21 Getting the Most Out of the Microsoft Outlook Client     743
Outlook over the Years     744
Highlighted Features in Outlook 2013     745
Security Enhancements in Outlook 2013     756
Implementing Outlook Anywhere     763
Deploying Outlook 2013     766
Using Outlook 2013     768
Leveraging Social Media in Outlook     777
Using Cached Exchange Mode for Offline Functionality     779
Summary     783
Best Practices     784
22 Leveraging the Capabilities of the Outlook Web App (OWA) Client     785
Understanding Outlook Web App (OWA)      786
Using Outlook Web App 2013     788
Using the Calendar in OWA     802
Using Tasks in OWA     805
Using Contacts in OWA     806
The Options Page     807
Signing Out of OWA 2013     818
Summary     818
Best Practices     819
23 Mobility and Mobile Device Support in Exchange Server 2013     821
Understanding Mobility Enhancements in Exchange Server 2013     822
Enabling ActiveSync in Exchange Server 2013     823
Securing Access to ActiveSync with Secure Sockets Layer (SSL) Encryption     824
Enabling Offline Outlook Web App (OWA) in Exchange Server 2013     829
Summary     832
Best Practices     832
Index     833