www.it-ebooks.info PUBLISHED BY Microsoft Press A Division of Microsoft Corporation One Microsoft Way Redmond, Washington 98052-6399 Copyright © 2010 by Joel Stidley and Siegfried Jagott All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. Library of Congress Control Number: 2010929323 Printed and bound in the United States of America. 1 2 3 4 5 6 7 8 9 WCT 5 4 3 2 1 0 A CIP catalogue record for this book is available from the British Library. Microsoft Press books are available through booksellers and distributors worldwide. For further information about international editions, contact your local Microsoft Corporation office or contact Microsoft Press International directly at fax (425) 936-7329. Visit our Web site at www.microsoft.com/mspress. Send comments to mspinput@ microsoft.com. Microsoft, Microsoft Press, Access, Active Directory, ActiveSync, Entourage, Excel, Forefront, Hotmail, Hyper-V, InfoPath, Internet Explorer, MS, Outlook, PowerPoint, SharePoint, Silverlight, SmartScreen, SQL Server, Visio, Visual Basic, Visual C++, Windows, Windows Live, Windows Mobile, Windows NT, Windows PowerShell, Windows Server, Windows Vista, and Xbox are either registered trademarks or trademarks of the Microsoft group of companies. Other product and company names mentioned herein may be the trademarks of their respective owners. The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. This book expresses the author’s views and opinions. The information contained in this book is provided without any express, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors will be held liable for any damages caused or alleged to be caused either directly or indirectly by this book. Acquisitions Editor: Martin DelRe Developmental Editor: Karen Szall Project Editor: Carol Vu Editorial Production: Christian Holdener, S4Carlisle Publishing Services Technical Reviewers: Tony Redmond and Scott Schnoll; Technical Review services provided by Content Master, a member of CM Group, Ltd. Cover: Tom Draper Design Body Part No. X17-00144 www.it-ebooks.info I dedicate this book to my mum, Johanna, for all the support and love she gave to me throughout my whole life. Without her effort I would not be where I am today. —Si e g f r ie d Ja g o t t To my wife, Andrea. Without her patience, love, and support I would not be able to take on new and exciting challenges. —Jo e l St i d l e y www.it-ebooks.info www.it-ebooks.info Contents at a Glance About the Sidebars xxi Foreword xxvii Acknowledgments xxxi Introduction xxxv Part I PreParIng for exchange Server 2010 CHAPTER 1 Introducing Exchange Server 2010 3 CHAPTER 2 Exchange Deployment Projects 41 CHAPTER 3 Exchange Environmental Considerations 73 Part II DeSIgnIng exchange Server 2010 CHAPTER 4 Client Access in Exchange 2010 139 CHAPTER 5 Routing and Transport 203 CHAPTER 6 Mailbox Services 259 CHAPTER 7 Edge Transport and Messaging Security 297 CHAPTER 8 Automated Message Processing, Compliance, and Archiving 345 CHAPTER 9 Unified Messaging 407 CHAPTER 10 Federated Delegation 445 CHAPTER 11 Designing High Availability 477 CHAPTER 12 Backup, Restore, and Disaster Recovery 531 CHAPTER 13 Hardware Planning for Exchange Server 2010 575 Part III UPgraDIng to exchange Server 2010 CHAPTER 14 Upgrading from Exchange Server 2003 and Exchange Server 2007 625 www.it-ebooks.info Part Iv DePloyIng anD ManagIng exchange Server 2010 CHAPTER 15 Preparing for and Deploying Exchange Server 2010 679 CHAPTER 16 Managing Exchange 725 CHAPTER 17 Operating and Troubleshooting Exchange Server 2010 773 Index 815 www.it-ebooks.info vii What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit: microsoft.com/learning/booksurvey Contents About the Sidebars xxi Foreword xxvii Acknowledgments xxxi Introduction xxxv Part I PreParIng for exchange Server 2010 Chapter 1 Introducing Exchange Server 2010 3 The History of Exchange Server 3 The Years Before Exchange 4 Exchange Server Before Active Directory 5 Exchange Server 2000 and 2003 10 Exchange Server 2007 and Beyond 13 Overview of Exchange Server 2010 14 Management Consoles 14 Exchange Server Roles 18 Feature Changes from Exchange 2003 and 2007 19 Exchange On-Premise versus Exchange Online 22 Exchange Server 2010 Service Pack 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Exchange 2010 Editions and Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Exchange Server 2010 Editions 28 Exchange Server 2010 Client Access Licenses 29 Exchange Organizational Health 30 Windows PowerShell and Exchange 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Windows PowerShell Basics 34 Scripting 37 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 www.it-ebooks.info viii Contents Chapter 2 Exchange Deployment Projects 41 Exchange Deployment Project Framework . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Planning Exchange Deployment Projects 43 Plan 43 Deliver 46 Operate 66 Manage 67 Putting a Project Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Case Studies Used in This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Contoso 68 Fabrikam 69 Litware 71 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Chapter 3 Exchange Environmental Considerations 73 Evaluating Network Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Reviewing Current and Planned Network Topology 74 Domain Name System (DNS) 75 Internet Protocol (IPv4 and IPv6) 80 Understanding Client Load Patterns 83 Perimeter Network 85 Avoiding Pitfalls by Providing Technical Recommendations 87 Evaluating and Planning for Active Directory . . . . . . . . . . . . . . . . . . . . . . . . 89 How Exchange 2010 Uses Active Directory 89 Single versus Multi-Forest Implementation 96 Single vs. Multi-Domain Implementation 99 Planning Naming Conventions 101 Server Name 102 Database Availability Group Name 103 Database Name 103 Active Directory Site Name 104 User Names 104 www.it-ebooks.info ix Contents Planning Namespace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105 Namespace Scenarios 105 Disjoint Namespace 108 Single Label Domains 110 Non-contiguous Namespaces 111 Planning Certificates 111 About Digital Certificates 111 Types of Certificates 112 Working with Certificates in Exchange 2010 113 Planning Exchange Server 2010 Placement 116 Domain Controller and Global Catalog Placement 116 Using Exchange Server 2010 on Member Servers or Domain Controllers 117 Exchange Server Role Placement 117 Planning Network Port Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122 Mailbox Server 122 Hub and Edge Transport Servers 124 Client Access Server 125 Unified Messaging Server 126 International Considerations 127 Multiple Language Support for Exchange 127 Time, Time Zone, and Daylight Saving 129 Message Format and Encoding 130 Mail Client Support 131 Microsoft Outlook/Entourage 131 Outlook Web App 134 IMAP and POP3 Clients 134 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Part II DeSIgnIng exchange Server 2010 Chapter 4 Client Access in Exchange 2010 139 Client Access Server Architecture 139 Client Access Server Features 139 Windows Services 141 New Features 143 www.it-ebooks.info x Contents Planning Client Access to Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158 Client Access Services and Physical Architecture 159 Client Access High Availability 183 Certificates for Client Access Services 187 Pulling It All Together 191 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202 Chapter 5 Routing and Transport 203 Exchange Transport Server Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . .203 Components of Message Transport 203 Message Queues on Transport Servers 208 Queue Database 209 Transport Server Services 211 Delivery Status Notifications 213 Message Latency Measurement 215 Shadow Redundancy 216 Message Throttling 217 Back Pressure 218 Understanding Transport Agents 218 Default Transport Agents 219 Events That Trigger Transport Agents 220 Message Routing in Exchange 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222 Message Routing within an Exchange Organization 222 Reviewing and Configuring Message Routing Between Active Directory Sites 229 Planning Message Routing to the Organization Perimeter 238 Planning and Configuring Your SMTP Namespace 255 TargetAddress Routing 257 Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .258 Chapter 6 Mailbox Services 259 Introduction to Exchange Server 2010 Mailbox Services 259 Exchange Mailbox Services Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . .260 Database Files 261 The Exchange Services 264 www.it-ebooks.info [...]... Exchange Server 2003 and Exchange Server 2007 625 Designing Upgrade and Coexistence Strategies 626 Discontinued and De-emphasized Functionality in Exchange Server 2010 628 Useful Tools for an Upgrade 633 Exchange Server Deployment Assistant 633 Exchange Best Practices Analyzer 634 Exchange Pre-Deployment Analyzer 634 Exchange Server Remote Connectivity... From Exchange Server 2007 667 Planning Mailbox Moves and Coexistence 672 Planning Continuous Replication Migration 672 Planning Unified Messaging Migration 673 Removing Exchange Server 2007 Computers 674 Additional Resources 675 Part IV Deploying and Managing Exchange Server 2010 Chapter 15 Preparing for and Deploying Exchange Server 2010 679 The Exchange Server. .. to Microsoft Exchange Server 2010 Best Practices, a book that was developed together with the Microsoft Exchange product group to provide ­ in-depth information about Exchange and best practices based on ­ eal-life r e ­ xperiences with the product in use in different environments Numerous sidebars are also included that detail experiences from skilled industry ­ rofessionals such p as Certified Exchange. .. nowledge and experience needed to successfully pass the Microsoft ­ 0-663 7 exam, Pro: Designing and Deploying Messaging Solutions with Microsoft E ­ xchange Server 2010 The target audience for Microsoft Exchange Server 2010 Best Practices is ­nterested in insights and in looking beyond the common administrative i tasks performed in Exchange 2010 as well as those who want to unveil the full f ­ unctionality... seeking guidance on ­ nderstanding technical concepts for managing Exchange projects u How Is This Book Organized? This book is organized into four parts: n n Part II: Designing Exchange Server 2010 n Part III: Upgrading to Exchange 2010 n xxxvi Part I: Preparing for Exchange Server 2010 Part IV: Deploying and Managing Exchange Server 2010 Introduction www.it-ebooks.info ... Planning Public Folder Access and Migration 660 Removing Legacy Exchange Servers 662 Upgrading from and Coexisting with Exchange Server 2007 664 Upgrading Exchange Server 2007 Computers to SP2 666 Preparing Active Directory After Applying Exchange Server 2007 SP2 666 Deploying Exchange Server 2010 Computers 666 Contents www.it-ebooks.info xvii Upgrading... Access Server Role 609 Mailbox Role xvi 603 Processor Ratio Guidelines 610 Contents www.it-ebooks.info Unified Messaging Role 618 Multiple Role Server 618 Designing Virtualization for Exchange 2010 Servers 619 Virtualization Support 619 Additional Resources 622 Part III Upgrading to Exchange Server 2010 Chapter 14 Upgrading from Exchange Server. .. Notes from the Field: “Optimizing Message Routing in an Exchange Server 2003 and Exchange Server 2010 Environment” by Markus Bellmann��������������������������������������������������������������������������������������649 About the Sidebars www.it-ebooks.info xxv Notes from the Field: “Moving Mailboxes from Exchange Server 2003 to Exchange Server 2010 by Nicolai Wagner���������������������659 Lessons... to the Exchange ­ roduct o p xxvii www.it-ebooks.info d ­ evelopment team Microsoft deployed the first production Exchange 2010 server on April 16, 2007, and in January of 2008 released bits to TAP ­ ustomers c and ­ artners for review Shortly thereafter, the authors and other customers p were ­ unning Exchange 2010 in their production deployments When Microsoft r officially shipped Exchange 2010 on... updating an Exchange 2007 book when the two of us began chatting about writing a book on Exchange 2010 Having worked on several books already, we did not want to write the usual “click-here-and-do-this” type of Exchange book We wanted to do something special, something that r ­ eflected our passion for and dedication to Exchange The idea of working ­ ogether t along with the Microsoft Exchange 2010 product . PreParIng for exchange Server 2010 Chapter 1 Introducing Exchange Server 2010 3 The History of Exchange Server 3 The Years Before Exchange 4 Exchange Server Before Active Directory 5 Exchange Server. Functionality in Exchange Server 2010 628 Useful Tools for an Upgrade 633 Exchange Server Deployment Assistant 633 Exchange Best Practices Analyzer 634 Exchange Pre-Deployment Analyzer 634 Exchange Server. ManagIng exchange Server 2010 CHAPTER 15 Preparing for and Deploying Exchange Server 2010 679 CHAPTER 16 Managing Exchange 725 CHAPTER 17 Operating and Troubleshooting Exchange Server 2010 773 Index