Mastering Microsoft Exchange Server 2013
, by Elfassy, David
- ISBN: 9781118556832 | 1118556836
- Cover: Paperback
- Copyright: 11/18/2013
The bestselling guide to Exchange Server, fully updated for the newest version
Microsoft Exchange Server 2013 is touted as a solution for lowering the total cost of ownership, whether deployed on-premises or in the cloud. Like the earlier editions, this comprehensive guide covers every aspect of installing, configuring, and managing this multifaceted collaboration system. It offers Windows systems administrators and consultants a complete tutorial and reference, ideal for anyone installing Exchange Server for the first time or those migrating from an earlier Exchange Server version.
- Microsoft Exchange Server 2013 is a messaging system that allows for access to e-mail, voicemail, and calendars from a variety of devices and any location, making it ideal for the enterprise
- With more than 21,000 copies of earlier editions sold, this comprehensive guide offers systems administrators and consultants both a tutorial and a reference guide for installing and managing Exchange Server 2013
- A team of Microsoft Certified Masters walks you step by step through planning and design, installation, administration and management, maintenance, and more
Mastering Microsoft Exchange Server 2013 is the complete reference for planning, installing, and maintaining the most popular e-mail server product available.
David Elfassy, MCSE, MCITP, MCT, Exchange Server MVP, is an international presenter and trainer. He collaborates with Microsoft on certification, courseware, and key development projects. David is a project lead on many migrations and implementations of Microsoft infrastructure technologies for government and corporate organizations.
Contributors include: J. Peter Bruzzese, Chris Crandall, Adam Miceli, Bob Reinsch, Jeffrey Rosen, and Michael B. Smith.
Introduction xxv
Part 1 • Exchange Fundamentals 1
Chapter 1 • Putting Exchange Server 2013 in Context 3
Email’s Importance 3
How Messaging Servers Work 4
What Is Exchange Server? 5
About Messaging Services 6
Many Modes of Access 6
The Universal Inbox 9
Architecture Overview 9
Controlling Mailbox Growth 12
Personal Folders or PST Files 13
Email Archiving 14
Public Folders 15
Things Every Email Administrator Should Know 16
A Day in the Life of the Email Administrator 16
Finding Answers 21
Tools You Should Know 23
The Bottom Line 26
Chapter 2 • Introducing the Changes in Exchange Server 2013 27
Getting to Know Exchange Server 2013 27
Exchange Server Architecture 29
x64 Processor Requirement 29
Windows Server 2008 R2 and Windows Server 2012 30
Installer, Service Pack, and Patching Improvements 30
Server Roles 31
Edge Transport Services 34
Unified Messaging 36
Client Connectivity 37
The Managed Store 38
High-Availability Features 39
Content Storage 42
Exchange Server Management 43
Improved Message and Content Control 44
Built-in Archiving 44
Message Transport Rules 45
Message Classifications 46
Rights Management Service Message Protection 47
Programming Interfaces 47
New and Improved Outlook Web App 48
Mobile Clients and Improved Security 49
Now, Where Did That Go? 50
Features No Longer Included 50
Clearing Up Some Confusion 51
The Bottom Line 52
Chapter 3 • Understanding Availability, Recovery, and Compliance 55
Changing from a Technology to a Business Viewpoint 55
What’s in a Name? 56
Backup and Recovery 56
Disaster Recovery 58
Location, Location, Location 60
Management Frameworks 62
A Closer Look at Availability 65
Storage Availability 70
An Overview of Exchange Storage 70
Direct Attached Storage 71
Storage Area Networks 76
Compliance and Governance 77
The Bottom Line 80
Chapter 4 • Virtualizing Exchange Server 2013 83
Virtualization Overview 83
Terminology 84
Understanding Virtualized Exchange 86
Understanding Your Exchange Environment 87
Effects of Virtualization 88
Environmental Impact 88
Space Impact 88
Complexity Impact 89
Additional Considerations 89
Virtualization Requirements 90
Hardware Requirements 90
Software Requirements 93
Operations 94
Deciding What to Virtualize 95
Exchange Roles 96
Testing 97
Possible Virtualization Scenarios 97
Small Office/Remote or Branch Office 97
Site Resilience 98
Mobile Access 100
The Bottom Line 101
Chapter 5 • Introduction to PowerShell and the Exchange Management Shell 103
Why Use PowerShell? 103
Understanding the Command Syntax 104
Verbs and Nouns 104
Help 106
The -Identity Parameter 106
Cmdlet Parameters 108
Tab Completion 110
Alias 110
Object-oriented Use of PowerShell 111
Filtering Output 111
Formatting Output 122
Directing Output to Other Cmdlets 124
PowerShell v3 125
Remote PowerShell 125
Tips and Tricks 125
Managing Output 125
Running Scripts 130
Running Scheduled PowerShell Scripts 132
Debugging and Troubleshooting from PowerShell 132
Getting Help 133
Exchange Server 2013 Help File 133
Help from the Command Line 133
Getting Tips 146
The Bottom Line 147
Chapter 6 • Understanding the Exchange Autodiscover Process 149
Autodiscover Concepts 149
What Autodiscover Provides 150
How Autodiscover Works 153
Site Affinity (aka Site Scope) 162
Planning Certificates for Autodiscover 163
The X509 Certificate Standard 164
Deploying Exchange Certificates 167
The Bottom Line 174
Part 2 • Getting Exchange Server Running 175
Chapter 7 • Exchange Server 2013 Quick Start Guide 177
Server Sizing Quick Reference 177
Hardware 178
Operating Systems 181
Configuring Windows 183
Active Directory Requirements 183
Operating-system Prerequisites 184
Installing Exchange Server 2013 186
GUI-based Installation 187
Command-line Installation 192
Post-installation Configuration Steps 192
Final Configuration 193
Configuring Recipients 197
The Bottom Line 199
Chapter 8 • Understanding Server Roles and Configurations 201
The Roles of Server Roles 201
Exchange Server 2013 Server Roles 203
Mailbox Server 204
Client Access Server 208
Possible Role Configurations 213
Combined-function Server 213
Scaling Exchange Server 2013 Roles 214
The Bottom Line 215
Chapter 9 • Exchange Server 2013 Requirements 217
Getting the Right Server Hardware 217
The Typical User 219
CPU Recommendations 220
Memory Recommendations 223
Network Requirements 225
Disk Requirements 226
Software Requirements 231
Operating System Requirements 231
Windows 7 and Windows 8 Management Consoles 235
Additional Requirements 236
Active Directory Requirements 236
Installation and Preparation Permissions 237
Coexisting with Previous Versions of Exchange Server 237
The Bottom Line 238
Chapter 10 • Installing Exchange Server 2013 241
Before You Begin 241
Preparing for Exchange 2013 242
Existing Exchange Organizations 243
Preparing the Schema 243
Preparing the Active Directory Forest 245
Preparing Additional Domains 248
Graphical User Interface Setup 248
Command-Line Setup 252
Command-Line Installation Options 252
Command-Line Server-Recovery Options 255
Command-Line Delegated Server Installation 256
Installing Language Packs 256
The Bottom Line 257
Chapter 11 • Upgrades and Migrations to Exchange Server 2013 or Office 365 259
Upgrades, Migrations, Transitions, and Deployments 260
Factors to Consider before Upgrading 260
Prerequisites 260
Choosing Your Strategy 263
Transitioning Your Exchange Organization 265
Upgrading Your Exchange Organization 267
Order of Installation for Exchange Server 2013 Roles 269
On-Premises Coexistence 270
Office 365 271
Office 365 Options 271
Office 365 Coexistence 272
Performing an On-Premises Interorganization Migration 273
Is Interorganization Migration the Right Approach? 273
Choosing the Right Tools 274
Maintaining Interoperability 275
Preparing for Migration 277
Moving Mailboxes 277
Migrating User Accounts 278
Permissions Required 279
Importing Data from PSTs 279
Tasks Required Prior to Removing Legacy Exchange Servers 280
Exchange Server Deployment Assistant 281
The Bottom Line 281
Part 3 • Recipient Administration 283
Chapter 12 • Management Permissions and Role-based Access Control 285
RBAC Basics 285
Differences from Previous Exchange Versions 285
How RBAC Works 286
Managing RBAC 289
Exchange Administration Center 289
Exchange Management Shell 290
RBAC Manager 293
Defining Roles 294
What’s in a Role? 294
Choosing a Role 297
Customizing Roles 299
Distributing Roles 303
Determining Where Roles Will Be Applied 303
Assigning Roles to Administrators 309
Assigning Roles to End Users 315
Auditing RBAC 320
Seeing What Changes Were Made 320
Seeing Who Has Been Assigned Rights 322
The Bottom Line 323
Chapter 13 • Basics of Recipient Management 325
Understanding Exchange Recipients 325
Mailbox-enabled Users 325
Mail-enabled Users and Contacts 326
Mail-enabled Groups 327
Mail-enabled Public Folders 328
Defining Email Addresses 328
Accepted Domains 329
Email Address Policies 331
The Bottom Line 336
Chapter 14 • Managing Mailboxes and Mailbox Content 339
Managing Mailboxes 339
Using the EAC to Assign a Mailbox 339
Assigning a Mailbox to a User from the EMS 343
Creating a New User and Assigning a Mailbox Using the EAC 346
Managing User and Mailbox Properties 347
Moving Mailboxes 360
Moving Mailboxes Using the EAC 361
Moving Mailboxes Using the EMS 364
Retrieving Mailbox Statistics 370
Deleting Mailboxes 372
Deleting the Mailbox but Not the User 373
Deleting Both the User and the Mailbox 373
Permanently Purging a Mailbox 373
Reconnecting a Deleted Mailbox 374
Bulk Manipulation of Mailboxes Using the EMS 376
Managing Mailbox Properties with the EMS 376
Scripting Account Creation 377
Managing Mailbox Content 378
Understanding the Basics of Messaging Records Management 378
Getting Started with Messaging Records Management 380
Managing Default Folders 380
Creating Retention Tags 381
Managing Retention Policies 383
The Bottom Line 387
Chapter 15 • Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts 389
Understanding Mail-enabled Groups 389
Naming Mail-enabled Groups 390
Creating Mail-enabled Groups 391
Managing Mail-enabled Groups 395
Creating and Managing Mail-enabled Contacts and Users 405
Managing Mail-enabled Contacts and Users via the EAC 407
Managing Mail-enabled Contacts and Users via the EMS 409
The Bottom Line 410
Chapter 16 • Managing Resource Mailboxes 413
The Unique Nature of Resource Mailboxes 413
Exchange 2013 Resource Mailbox Features 414
Creating Resource Mailboxes 414
Creating and Defining Resource Mailbox Properties 414
Defining Advanced Resource Mailbox Features 416
Defining Resource Scheduling Policies 418
Automatic Processing: AutoUpdate vs AutoAccept 425
Migrating Resource Mailboxes 425
The Bottom Line 426
Chapter 17 • Managing Modern Public Folders 429
Understanding Architectural Changes for Modern Public Folders 429
Modern Public Folders and Replication 430
Modern Public Folder Limitations and Considerations 430
Moving Public Folders to Exchange Server 2013 431
Managing Public Folder Mailboxes 433
Managing Public Folders 435
Defining Public Folder Administrators 442
Using the Exchange Management Shell to Manage Public Folders 442
Using Outlook to Create a Public Folder 447
Understanding the Public Folder Hierarchy 449
Exploring Public Folder High Availability 450
Managing Public Folder Permissions 451
Comparing Public Folders, Site Mailboxes, and Shared Mailboxes 452
The Bottom Line 453
Chapter 18 • Managing Archiving and Compliance 455
Introduction to Archiving 455
Benefits of Archiving 456
Retention 456
Discovery 458
Eliminating PST Files 458
Reducing Storage Size 458
Disaster Recovery 458
Compliance 459
Industry Best Practices 461
Storage Management 461
Archiving PSTs 462
Retention Policies 464
Archiving with Exchange Server 2013 465
Exchange In-Place Archive vs Third-Party Enterprise Archives 466
Retention Policies and Tags 467
Enabling Archiving 472
Using the Exchange Server 2013 In-Place Archive 474
Archive Quotas 474
Offline Access 475
Understanding Litigation and In-Place Hold 475
Placing a Mailbox on In-Place Hold 475
Implementing eDiscovery 476
Requirements and Considerations 480
Licensing 480
Server Storage 480
Client Requirements 481
The Bottom Line 481
Part 4 • Server Administration 483
Chapter 19 • Creating and Managing Mailbox Databases 485
Getting to Know Exchange Server Database Storage 485
Exchange Server 2007 (Third Generation) 485
Exchange Server 2010 (Fourth Generation) 486
Exchange Server 2013 (Current Generation) 486
Basics of Storage Terminology 486
Storage in Exchange Server 2013 488
An Additional Factor: the Personal Archive (aka the Archive Mailbox) 489
Disk Size vs I/O Capacity 490
What’s Keeping Me Up at Night? 491
Planning Mailbox Storage 491
Maximum Database Sizes 491
Determining the Number of Databases 492
Allocating Disk Drives 493
Managing Mailbox Databases 494
Viewing Mailbox Databases 494
Creating Mailbox Databases 495
Moving the Mailbox Database EDB File 496
Moving the Mailbox Database Log Files 496
Properties of a Mailbox Database 497
The Bottom Line 505
Chapter 20 • Creating and Managing Database Availability Groups 507
Understanding Database Replication in Exchange Server 2013 508
File Mode vs Block Mode 508
The Anatomy of a Database Availability Group 509
File Share Witness 512
Creating a Database Availability Group Using the EAC 513
Creating a Database Availability Group Using EMS 515
Managing a Database Availability Group 515
Managing a DAG in EMS 515
Multiple Databases per Volume 516
Managing a DAG Network 518
Adding a Mailbox Database to a DAG 521
Automatic Reseed (aka AutoReseed) 528
Understanding Active Manager 529
Understanding the Best Copy and Server Selection Process 533
Understanding Site Resiliency for Exchange Server 2013 539
Page Patching 539
Datacenter Activation Coordination 540
Implementing Site-resiliency Scenarios 542
The Bottom Line 545
Chapter 21 • Understanding the Client Access Server 547
Learning the Client Access Server Role Architecture 548
Requirements for the Client Access Server Role 548
CAS Operating System Requirements 549
CAS Hardware Recommendations 549
Services the Client Access Server Provides 550
Remote PowerShell 550
Outlook Web App 551
Exchange Admin Center 554
Autodiscover 556
Outlook/Outlook Anywhere 561
IMAP4/POP3 563
The Availability Service 564
Positioning the Client Access Server Role 565
Network Placement 565
Multirole Servers 566
Namespace Planning 567
Load Balancing 572
Coexistence with Previous Versions of Exchange Server 573
Coexistence with Exchange Server 2010 574
Coexistence with Exchange Server 2007 580
Certificates 587
Default Certificate Usage 587
Using Subject Alternative Name Certificates 589
Using the Exchange Certificate Wizards 589
Generating a Certificate Request in the EMS 592
The Front End Transport Service 592
The Front End Transport Service Architecture 593
Front End Transport Message Routing 594
Unified Messaging 595
UM Front End Architecture 595
The Bottom Line 596
Chapter 22 • Managing Connectivity with Transport Services 599
Understanding the Transport Improvements in Exchange Server 2013 599
Message Routing in the Organization 600
Sending and Receiving Email 604
Important Information When Receiving Email 604
Receive Connectors 606
Important Information When Sending Email 613
Send Connectors 614
Securing Mail Flow 618
Accepted Domains 620
Remote Domains 622
Messages in Flight 624
Understanding Shadow Redundancy 624
Understanding Safety Net 625
Using Exchange Server 2013 Anti-Spam/Anti-Malware Tools 626
Updating Anti-Malware Engines 627
Anti-Malware Policy 627
Managing Anti-Malware Protection 629
Enabling Anti-Spam Agents 630
Content Filtering 630
Recipient Filtering 633
Tarpitting 633
Sender Filtering 634
Sender Reputation 635
Troubleshooting Email Routing 636
The Bottom Line 637
Chapter 23 • Managing Transport, Data Loss Prevention, and Journaling Rules 639
Introducing the New Exchange 2013 Transport Architecture 640
All Messages Pass Through the Mailbox Server 640
Setting Up Message Classifications 641
Modifying and Creating Message Classifications 643
Deploying Message Classifications 643
Setting Up Transport Rules 645
Transport Rules Coexistence 647
Transport Rules and Server Design Decisions 648
Selecting Conditions and Exceptions 648
Creating New Rules with the Exchange Administration Center 651
Creating New Rules with the Exchange Management Shell 654
Introducing Data Loss Prevention 655
Understanding DLP Policies 655
Creating DLP Policies 660
Introducing Journaling 664
Implementing Journaling 665
Reading Journal Reports 667
The Bottom Line 667
Part 5 • Troubleshooting and Operating 669
Chapter 24 • Troubleshooting Exchange Server 2013 671
Basic Troubleshooting Principles 671
General Server Troubleshooting Tools 673
Event Viewer (Diagnostic Logging) 673
The Test-* Cmdlets 676
Troubleshooting Mailbox Servers 678
General Mailbox Server Health 679
Using Test-MapiConnectivity 679
Checking Poison Mailboxes 680
Checking Database Replication Health 680
Troubleshooting Mail Flow 682
Using Test-Mailflow 683
Utilizing the Queue Viewer 684
Using Message Tracking 686
Exploring Other Tools 688
Troubleshooting Client Connectivity 689
Troubleshooting Autodiscover 690
Using the Test-* Connectivity Cmdlets 692
The Bottom Line 693
Chapter 25 • Backing Up and Restoring Exchange Server 695
Backing Up Exchange Server 695
Determining Your Strategy 696
Preparing to Recover the Exchange Server 700
Using Windows Server Backup to Back Up the Server 700
Performing the Backup 701
Using Windows Server Backup to Recover the Data 704
Recovering the Database 705
Recover Exchange Server Data Using Alternate Methods 708
Working with Disconnected Mailboxes 708
Using a Recovery Database 710
Recovering Single Messages 711
Recovering the Entire Exchange Server 718
Client Access Server Role 719
Database Availability Group Members 720
The Bottom Line 720
Appendix • The Bottom Line 723
Chapter 1: Putting Exchange Server 2013 in Context 723
Chapter 2: Introducing the Changes in Exchange Server 2013 723
Chapter 3: Understanding Availability, Recovery, and Compliance 724
Chapter 4: Virtualizing Exchange Server 2013 725
Chapter 5: Introduction to PowerShell and the Exchange Management Shell 726
Chapter 6: Understanding the Exchange Autodiscover Process 727
Chapter 7: Exchange Server 2013 Quick Start Guide 728
Chapter 8: Understanding Server Roles and Configurations 729
Chapter 9: Exchange Server 2013 Requirements 730
Chapter 10: Installing Exchange Server 2013 732
Chapter 11: Upgrades and Migrations to Exchange Server 2013 or Office 365 734
Chapter 12: Management Permissions and Role-based Access Control 736
Chapter 13: Basics of Recipient Management 738
Chapter 14: Managing Mailboxes and Mailbox Content 739
Chapter 15: Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts 741
Chapter 16: Managing Resource Mailboxes 742
Chapter 17: Managing Modern Public Folders 744
Chapter 18: Managing Archiving and Compliance 745
Chapter 19: Creating and Managing Mailbox Databases 746
Chapter 20: Creating and Managing Database Availability Groups 747
Chapter 21: Understanding the Client Access Server 748
Chapter 22: Managing Connectivity with Transport Services 751
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules 753
Chapter 24: Troubleshooting Exchange Server 2013 754
Chapter 25: Backing Up and Restoring Exchange Server 755
Index 757
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