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- Herausgeber: John Wiley & Sons
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Veröffentlichungsjahr: 2013
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Table of Contents
Cover
Title
Copyright
Dedication
Acknowledgments
About the Author
Introduction
Major Changes in Exchange Server 2013
How This Book Is Organized
Conventions Used in This Book
The Mastering Series
Part 1: Exchange Fundamentals
Chapter 1: Putting Exchange Server 2013 in Context
Email’s Importance
What Is Exchange Server?
Things Every Email Administrator Should Know
The Bottom Line
Chapter 2: Introducing the Changes in Exchange Server 2013
Getting to Know Exchange Server 2013
Exchange Server Architecture
Improved Message and Content Control
Now, Where Did That Go?
Clearing Up Some Confusion
The Bottom Line
Chapter 3: Understanding Availability, Recovery, and Compliance
Changing from a Technology to a Business Viewpoint
What’s in a Name?
A Closer Look at Availability
Storage Availability
Compliance and Governance
The Bottom Line
Chapter 4: Virtualizing Exchange Server 2013
Virtualization Overview
Effects of Virtualization
Virtualization Requirements
Operations
Deciding What to Virtualize
Possible Virtualization Scenarios
The Bottom Line
Chapter 5: Introduction to PowerShell and the Exchange Management Shell
Why Use PowerShell?
Understanding the Command Syntax
Object-oriented Use of PowerShell
PowerShell v3
Tips and Tricks
Getting Help
The Bottom Line
Chapter 6: Understanding the Exchange Autodiscover Process
Autodiscover Concepts
Planning Certificates for Autodiscover
The Bottom Line
Part 2: Getting Exchange Server Running
Chapter 7: Exchange Server 2013 Quick Start Guide
Server Sizing Quick Reference
Configuring Windows
Installing Exchange Server 2013
Post-installation Configuration Steps
Configuring Recipients
The Bottom Line
Chapter 8: Understanding Server Roles and Configurations
The Roles of Server Roles
Exchange Server 2013 Server Roles
Possible Role Configurations
The Bottom Line
Chapter 9: Exchange Server 2013 Requirements
Getting the Right Server Hardware
Software Requirements
Additional Requirements
The Bottom Line
Chapter 10: Installing Exchange Server 2013
Before You Begin
Preparing for Exchange 2013
Graphical User Interface Setup
Command-Line Setup
The Bottom Line
Chapter 11: Upgrades and Migrations to Exchange Server 2013 or Office 365
Upgrades, Migrations, Transitions, and Deployments
Factors to Consider before Upgrading
Choosing Your Strategy
On-Premises Coexistence
Office 365
Performing an On-Premises Interorganization Migration
Moving Mailboxes
Importing Data from PSTs
Tasks Required Prior to Removing Legacy Exchange Servers
Exchange Server Deployment Assistant
The Bottom Line
Part 3: Recipient Administration
Chapter 12: Management Permissions and Role-based Access Control
RBAC Basics
Managing RBAC
Defining Roles
Distributing Roles
Auditing RBAC
The Bottom Line
Chapter 13: Basics of Recipient Management
Understanding Exchange Recipients
Defining Email Addresses
The Bottom Line
Chapter 14: Managing Mailboxes and Mailbox Content
Managing Mailboxes
Moving Mailboxes
Deleting Mailboxes
Bulk Manipulation of Mailboxes Using the EMS
Managing Mailbox Content
Getting Started with Messaging Records Management
The Bottom Line
Chapter 15: Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts
Understanding Mail-enabled Groups
Creating and Managing Mail-enabled Contacts and Users
The Bottom Line
Chapter 16: Managing Resource Mailboxes
The Unique Nature of Resource Mailboxes
Exchange 2013 Resource Mailbox Features
Creating Resource Mailboxes
Migrating Resource Mailboxes
The Bottom Line
Chapter 17: Managing Modern Public Folders
Understanding Architectural Changes for Modern Public Folders
Moving Public Folders to Exchange Server 2013
Managing Public Folder Mailboxes
Managing Public Folders
Understanding the Public Folder Hierarchy
Comparing Public Folders, Site Mailboxes, and Shared Mailboxes
The Bottom Line
Chapter 18: Managing Archiving and Compliance
Introduction to Archiving
Benefits of Archiving
Industry Best Practices
Archiving with Exchange Server 2013
Enabling Archiving
Understanding Litigation and In-Place Hold
Requirements and Considerations
The Bottom Line
Part 4: Server Administration
Chapter 19: Creating and Managing Mailbox Databases
Getting to Know Exchange Server Database Storage
Planning Mailbox Storage
Managing Mailbox Databases
The Bottom Line
Chapter 20: Creating and Managing Database Availability Groups
Understanding Database Replication in Exchange Server 2013
Managing a Database Availability Group
Understanding Active Manager
Understanding Site Resiliency for Exchange Server 2013
The Bottom Line
Chapter 21: Understanding the Client Access Server
Learning the Client Access Server Role Architecture
Requirements for the Client Access Server Role
Services the Client Access Server Provides
Outlook/Outlook Anywhere
IMAP4/POP3
Positioning the Client Access Server Role
Coexistence with Previous Versions of Exchange Server
Certificates
The Front End Transport Service
Unified Messaging
The Bottom Line
Chapter 22: Managing Connectivity with Transport Services
Understanding the Transport Improvements in Exchange Server 2013
Message Routing in the Organization
Sending and Receiving Email
Messages in Flight
Using Exchange Server 2013 Anti-Spam/Anti-Malware Tools
Troubleshooting Email Routing
The Bottom Line
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Introducing the New Exchange 2013 Transport Architecture
Setting Up Message Classifications
Setting Up Transport Rules
Introducing Data Loss Prevention
Introducing Journaling
The Bottom Line
Part 5: Troubleshooting and Operating
Chapter 24: Troubleshooting Exchange Server 2013
Basic Troubleshooting Principles
General Server Troubleshooting Tools
Troubleshooting Mailbox Servers
Troubleshooting Mail Flow
Troubleshooting Client Connectivity
The Bottom Line
Chapter 25: Backing Up and Restoring Exchange Server
Backing Up Exchange Server
Preparing to Recover the Exchange Server
Using Windows Server Backup to Back Up the Server
Using Windows Server Backup to Recover the Data
Recover Exchange Server Data Using Alternate Methods
Recovering the Entire Exchange Server
The Bottom Line
Appendix: The Bottom Line
End User License Agreement
List of Tables
Chapter 3: Understanding Availability, Recovery, and Compliance
Table 3.1: RAID configurations
Chapter 4: Virtualizing Exchange Server 2013
Table 4.1: Virtualization terms
Chapter 5: Introduction to PowerShell and the Exchange Management Shell
Table 5.1: PowerShell common aliases
Table 5.2: Shell values and operators
Table 5.3: Information output for each Get-Help view
Chapter 9: Exchange Server 2013 Requirements
Table 9.1: Microsoft Outlook user types
Table 9.2: Processor recommendations based on server role
Table 9.3: Minimum, recommended, and maximum RAM for Exchange Server 2013 roles
Table 9.4: Additional memory factor for Mailbox servers
Table 9.5: Memory required based on mailbox size
Table 9.6: User type, database volume IOPS, and messages sent and received per day for Exchange Server 2013
Table 9.7: Task permissions
Chapter 10: Installing Exchange Server 2013
Table 10.1: Exchange Server 2013 command-line installation options
Table 10.2: Exchange Server 2013 server-recovery setup options
Table 10.3: Exchange Server 2013 delegated setup options
Table 10.4: Exchange Server 2013 language pack options
Chapter 11: Upgrades and Migrations to Exchange Server 2013 or Office 365
Table 11.1: Comparison of Exchange Server 2013 upgrade strategies
Chapter 12: Management Permissions and Role-based Access Control
Table 12.1: Cmdlets for managing the RBAC components
Table 12.2: Implicit scope values
Chapter 13: Basics of Recipient Management
Table 13.1: Mailbox-enabled users, mail-enabled users, and mail-enabled contacts
Table 13.2: EMS cmdlets used to manipulate email address policies
Chapter 15: Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts
Table 15.1: EMS and PowerShell cmdlets for group management
Table 15.2: Common mail-enabled group properties
Table 15.3: Exchange Management Shell cmdlets for mail-enabled contacts and users
Table 15.4: Useful properties of mail contact and mail user objects
Chapter 16: Managing Resource Mailboxes
Table 16.1: Recipient-related attributes for mailboxes
Table 16.2: Booking Options tab features and EMS equivalents
Table 16.3: Resource information settings and their EMS equivalents
Table 16.4: Resource in-policy request features and their EMS equivalents
Table 16.5: Resource out-of-policy request settings and their EMS Equivalents
Table 16.6: Set-MailboxCalendarConfiguration attributes
Chapter 18: Managing Archiving and Compliance
Table 18.1: Default archive tags
Chapter 20: Creating and Managing Database Availability Groups
Table 20.1: Active Manager evaluation of each database copy
Table 20.2: DB1 replication status
Table 20.3: DB2 replication status
Table 20.4: DB3 Replication Status
Chapter 21: Understanding the Client Access Server
Table 21.1: Recommended InternalURL and ExternalURL configurations
Table 21.2: Summary of protocols and coexistence with Exchange Server 2007 and 2010
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Table 23.1: Exchange Server 2013 DLP-scannable file types
Chapter 25: Backing Up and Restoring Exchange Server
Table 25.1: Sample scenarios with recovery goals
Table 25.2: Single-item recovery features
List of Illustrations
Chapter 1: Putting Exchange Server 2013 in Context
Figure 1.1 Outlook 2013 Appointment scheduling on an Exchange Server 2013 mailbox
Figure 1.2 The Outlook 2013 client Inbox on an Exchange Server 2013 mailbox
Figure 1.3 Outlook Web App on an Exchange Server 2013 mailbox
Figure 1.4 Exchange data and transaction logs
Figure 1.5 Active Directory and Exchange Server
Figure 1.6 Configuring automatic updates
Figure 1.7 Viewing the Exchange 2013 documentation
Figure 1.8 Viewing the Microsoft Remote Connectivity Analyzer
Figure 1.9 The main search screen of ADModify.NET
Chapter 2: Introducing the Changes in Exchange Server 2013
Figure 2.1 Specifying server roles
Figure 2.2 Transport services
Figure 2.3 Deploying an Edge Transport server
Figure 2.4 Viewing a voicemail message sent via Unified Messaging
Figure 2.5 How continuous replication works
Figure 2.6 Simple database availability group
Figure 2.7 The new Exchange Administration Center
Figure 2.8 Examining a transport rule
Figure 2.9 Examples of mobile device mailbox policies
Chapter 3: Understanding Availability, Recovery, and Compliance
Figure 3.1 The four stages of the Microsoft IT service management life cycle
Chapter 4: Virtualizing Exchange Server 2013
Figure 4.1 A look at virtualization
Chapter 5: Introduction to PowerShell and the Exchange Management Shell
Figure 5.1 Output of the Get-Mailbox cmdlet
Figure 5.2 Formatting output into a formatted table
Figure 5.3 Formatting output to a formatted list
Figure 5.4 Online help for pipelining using the Exchange Management Shell
Figure 5.5 Viewing the Tip of the Day
Chapter 6: Understanding the Exchange Autodiscover Process
Figure 6.1 Completing Outlook initial configuration using Autodiscover
Figure 6.2 Using the Test Email AutoConfiguration tool
Figure 6.3 Accessing the Test Email AutoConfiguration tool
Figure 6.4 The Certificates MMC snap-in
Figure 6.5 Viewing the properties of an Exchange Server digital certificate
Figure 6.6 Viewing a certificate trust chain
Figure 6.7 Viewing the domains to be included in the certificate request
Figure 6.8 The Certificate Domains wizard page
Figure 6.9 Selecting services that will use the certificate
Figure 6.10 Viewing certificate properties
Chapter 7: Exchange Server 2013 Quick Start Guide
Figure 7.1 Setting a static page file for 8 GB of RAM
Figure 7.2 Checking the domain and forest functional levels
Figure 7.3 Launch the Exchange Server 2013 installer.
Figure 7.4 Select the server role.
Figure 7.5 Choosing the installation location
Figure 7.6 Organization name
Figure 7.7 Setup complete screen
Figure 7.8 Exchange Server 2013 post-installation checklist
Chapter 8: Understanding Server Roles and Configurations
Figure 8.1 Selecting the Exchange Server 2013 roles
Figure 8.2 Memory allocation
Figure 8.3 The warning message when adding a new database to a Mailbox server
Figure 8.4 Placement of the Client Access server
Figure 8.5 Netstat export showing the ports Exchange Server 2013 services are listening on
Chapter 9: Exchange Server 2013 Requirements
Figure 9.1 Using CPU-Z to identify the CPU type
Figure 9.2 Installing the IIS 6 Management Console on Windows 7
Chapter 10: Installing Exchange Server 2013
Figure 10.1 Determining which domain controller holds the Schema Master role
Figure 10.2 Exchange configuration containers that are found in the Active Directory configuration partition
Figure 10.3 Server Role Selection screen
Chapter 12: Management Permissions and Role-based Access Control
Figure 12.1 The interaction among the RBAC components for granting permissions to administrators
Figure 12.2 How RBAC is used to grant permissions to end users
Figure 12.3 Managing administrator roles and user roles in the EAC
Figure 12.4 Viewing role group details in the EAC
Figure 12.5 Viewing the user role information in the EAC
Figure 12.6 Tabs to manage roles, role assignment policies, role groups, and scopes
Figure 12.7 The relationship between a management role and its management role entries
Figure 12.8 The role objects in Active Directory
Figure 12.9 The properties for the Mailbox Import Export role object
Figure 12.10 The management role entries for the Mailbox Import Export role as seen in ADSI Edit
Figure 12.11 The relationship between a parent role and a child role
Figure 12.12 Implementation of an exclusive scope
Figure 12.13 A role assignment object is created in Active Directory when assigning roles.
Figure 12.14 A deeper look at the role assignment object in Active Directory
Figure 12.15 The relationship between management role assignments, scopes, management roles, and management role groups
Figure 12.16 Administrator accounts are added to the AD group that represents management role groups.
Figure 12.17 The list of management role groups is populated into the EAC.
Figure 12.18 Click the Add button to add a member of a role group in the EAC.
Figure 12.19 Role assignment objects are also used for assigning roles to role assignment policies.
Figure 12.20 Check and uncheck the roles that you want to add to or remove from the role assignment policy.
Figure 12.21 Auditing RBAC changes using the EAC
Chapter 13: Basics of Recipient Management
Figure 13.1 List of accepted domains
Figure 13.2 Creating a new accepted domain
Figure 13.3 Email address policies for an Exchange Server 2013 organization
Figure 13.4 Changing how the SMTP address is generated
Figure 13.5 Naming the email address policy and defining the accepted domain
Figure 13.6 Conditions available in the email address policy rules
Figure 13.7 Specifying words for a rule in an email address policy
Chapter 14: Managing Mailboxes and Mailbox Content
Figure 14.1 The Mailboxes section of the EAC’s Recipient Configuration work center
Figure 14.2 In the mailbox wizard, you can select a mailbox database for a user, as well as enable an archive mailbox and an address book policy.
Figure 14.3 Permissions available
Figure 14.4 Creating a user account from the Exchange Administration Center
Figure 14.5 General properties page for a mailbox
Figure 14.6 Email Address properties of a mailbox
Figure 14.7 Mailbox Features properties
Figure 14.8 Message Delivery Restrictions options
Figure 14.9 Move Configuration settings
Figure 14.10 Options for the batch move
Figure 14.11 Migration progress in the migration dashboard
Figure 14.12 Reconnecting a mailbox that has been deleted
Figure 14.13 Custom retention tags defined
Figure 14.14 New retention tag
Figure 14.15 Creating a retention policy
Figure 14.16 Assigning a retention policy to a user’s mailbox
Chapter 15: Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts
Figure 15.1 Creating a new group in Active Directory
Figure 15.2 Viewing the group choices in the Exchange Admin Center
Figure 15.3 Opening the New Distribution Group window
Figure 15.4 Filter settings for a dynamic distribution group
Figure 15.5 Delivery Management window of a Distribution Group object
Figure 15.6 Configuration options for moderated groups
Figure 15.7 Converting a group to a universal group using Active Directory Users and Computers
Figure 15.8 Managing group membership from within Outlook
Figure 15.9 Modify the membership of a mail-enabled distribution group from the Exchange Control Panel.
Figure 15.10 Creating a new contact object in Active Directory
Figure 15.11 Contact information in Active Directory
Figure 15.12 Creating a mail-enabled contact
Chapter 16: Managing Resource Mailboxes
Figure 16.1 Defining user information for a conference-room mailbox
Figure 16.2 Viewing room resources in the Address Book using Outlook
Figure 16.3 Entering room capacity for a resource mailbox
Figure 16.4 General tab for a resource mailbox
Figure 16.5 Booking Options settings for a room mailbox
Chapter 17: Managing Modern Public Folders
Figure 17.1 Public folder statistics
Figure 17.2 Public folder migration progress
Figure 17.3 Public folder migration autosuspended
Figure 17.4 New Public Folder Mailbox screen
Figure 17.5 The public folder mailbox containing the primary hierarchy
Figure 17.6 Primary hierarchy mailbox properties
Figure 17.7 Adding a new public folder
Figure 17.8 Public folder General properties page
Figure 17.9 Public folder Statistics properties page
Figure 17.10 Public folder properties, Limits page
Figure 17.11 Message delivery restrictions
Figure 17.12 Mail Flow Settings for Public Folders
Figure 17.13 Opening the folder permissions
Figure 17.14 Creating a new folder
Figure 17.15 The Outlook client’s properties dialog box for a public folder
Figure 17.16 Managing public folder permissions via Outlook
Chapter 18: Managing Archiving and Compliance
Figure 18.1 Assigning a retention policy to a single mailbox
Figure 18.2 Select the Create An On-Premises Archive Mailbox For This User option.
Figure 18.3 Exchange Server 2013 In-Place eDiscovery & Hold Console
Figure 18.4 Selecting mailboxes in the In-Place eDiscovery & Hold Wizard
Figure 18.5 Defining a search query
Figure 18.6 Placing search results on In-Place Hold
Chapter 19: Creating and Managing Mailbox Databases
Figure 19.1 Creating a new database using the Exchange Admin Center
Figure 19.2 General section of the mailbox database’s properties dialog box
Figure 19.3 Quota limit in Outlook
Figure 19.4 Quota limit in EAC
Figure 19.5 Using the Limits dialog box
Figure 19.6 Client Settings properties of a mailbox database
Chapter 20: Creating and Managing Database Availability Groups
Figure 20.1 Witness server status from the Windows Failover Cluster MMC
Figure 20.2 Creating a new DAG in the EAC
Figure 20.3 Exchange Server 2010 JBOD configuration
Figure 20.4 Mailbox databases symmetrically placed between the Mailbox servers
Figure 20.5 The network binding order that should be in place before adding a Mailbox server to a DAG
Figure 20.6 DAG network settings in the EAC when automatic DAG network configuration is enabled (left) and disabled (right)
Figure 20.7 Mailbox database layout
Figure 20.8 Mailbox database activation after a failure on MBX1 and MBX2
Figure 20.9 Creating a new database from the EAC
Figure 20.10 Adding a mailbox database to a Mailbox server
Figure 20.11 Database options from the Details pane in EAC
Figure 20.12 Automatic Reseed configuration
Figure 20.13 Event 111 records the Active Manager role changing from SAM to PAM, and Event 227 notes the change of the Active Manager role to the PAM role.
Figure 20.14 DB7 is activated on ALL-3
Figure 20.15 The health status of components on ALL-1
Figure 20.16 An attempt to copy remaining transaction log files
Figure 20.17 Single DAG between two AD sites
Figure 20.18 Single DAG between three AD sites
Figure 20.19 Multiple DAGs between two AD sites
Chapter 21: Understanding the Client Access Server
Figure 21.1 CAS 2013 unifies all client access.
Figure 21.2 Configuring OWA for offline use
Figure 21.3 Side-by-side comparison of EAC for users and for administrators
Figure 21.4 The Autodiscover process on the LAN
Figure 21.5 The location of the SCP as seen in Active Directory Sites and Services
Figure 21.6 The process that Autodiscover uses when the computer cannot contact Active Directory
Figure 21.7 Enabling Outlook Anywhere from the EAC
Figure 21.8 Each AD site requires a CAS role.
Figure 21.9 A simple single-site Exchange Server setup
Figure 21.10 A simple CAS proxy scenario
Figure 21.11 OWA 2013 coexistence with Exchange Server 2010 configured for proxy
Figure 21.12 OWA 2013 coexistence with Exchange Server 2010 configured for redirection
Figure 21.13 EAS 2013 coexistence with Exchange Server 2010 configured for proxy
Figure 21.14 EAS 2013 coexistence with Exchange Server 2010 configured for redirection
Figure 21.15 EWS 2013 coexistence with Exchange Server 2010 configured for proxy
Figure 21.16 EWS 2013 coexistence with Exchange Server 2010 configured for redirection
Figure 21.17 Autodiscover process with Exchange Server 2013 coexistence and Exchange Server 2010
Figure 21.18 Exchange Server 2013 Outlook Anywhere coexistence with Exchange Server 2010
Figure 21.19 OWA 2013 coexistence with Exchange Server 2007 configured for proxy
Figure 21.20 OWA 2013 coexistence with Exchange Server 2007 configured for redirection
Figure 21.21 EAS 2013 coexistence with Exchange Server 2007 configured for proxy
Figure 21.22 EAS 2013 coexistence with Exchange Server 2007 configured for redirection
Figure 21.23 EWS 2013 coexistence with Exchange Server 2007 configured for proxy
Figure 21.24 EWS 2013 coexistence with Exchange Server 2007 configured for redirection
Figure 21.25 Autodiscover coexistence with Exchange 2007 with an external client
Figure 21.26 Autodiscover coexistence with Exchange Server 2007 with an internal client
Figure 21.27 The Certificate window showing the certification path
Figure 21.28 The Subject Alternative Names field of the certificate
Figure 21.29 Launching the Exchange certificate wizards
Figure 21.30 Configuring the names for use in the certificate using the New Exchange Certificate wizard
Figure 21.31 Front End Transport architecture and ports
Figure 21.32 Output from Get-ReceiveConnector for a multirole Exchange Server 2013 server
Figure 21.33 Exchange Server 2013 Unified Messaging architecture and ports
Chapter 22: Managing Connectivity with Transport Services
Figure 22.1 The Mailbox server is at the center of all message delivery.
Figure 22.2 Mail flow between DAG members
Figure 22.3 Mail routing between Exchange Servers in the same delivery group
Figure 22.4 Mail flow between the Mailbox server and the Client Access server
Figure 22.5 Default Frontend Receive connector permissions
Figure 22.6 Managing send connectors
Figure 22.7 Introduction page of the New Send Connector window
Figure 22.8 Adding the Require TLS Encryption action to a transport rule
Figure 22.9 List of accepted domains
Figure 22.10 Creating a new accepted domain
Figure 22.11 Enabling anti-malware during installation of Exchange Server 2013
Figure 22.12 Default anti-malware settings
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Figure 23.1 A message classification displayed in Outlook 2013: “R + D Internal Only—This message may contain confidential Research and Development information. Do not forward to external parties without department lead approval.”
Figure 23.2 A sample list of message classifications.
Figure 23.3 Locating the transport rules in the Exchange Administration Center
Figure 23.4 Transport rule version in the EAC
Figure 23.5 Transport rule conditions
Figure 23.6 Viewing the actions from the EAC
Figure 23.7 Templates to create new transport rules
Figure 23.8 New Rule window for EAC
Figure 23.9 Policy Tip in Outlook 2013
Figure 23.10 Rules created from DLP template U.S. Personally Identifiable Information (PII) Data
Figure 23.11 Options for sensitive information type Passport Number (U.S. / U.K.)
Figure 23.12 DLP incident report
Figure 23.13 DLP Policy From Template window from EAC
Figure 23.14 Policy Tip for DPL policy U.S. Financial Data
Figure 23.15 The sensitive information types covered by the transport rule U.S. Financial: Scan Email Sent Outside - High Count
Figure 23.16 Contents of the XML after running Export-DlpPolicyCollection
Chapter 24: Troubleshooting Exchange Server 2013
Figure 24.1 The logging directory on the Exchange server
Figure 24.2 Viewing an event from the Exchange Application logs
Figure 24.3 Using the Test-SystemHealth cmdlet
Figure 24.4 Using the Test-ServiceHealth cmdlet
Figure 24.5 Using the Queue Viewer interface
Figure 24.6 Viewing message tracking in Outlook Web App
Figure 24.7 Tracking messages from the Exchange Admin Center
Figure 24.8 Using the Test Email Auto Configuration tool
Figure 24.9 The main page of the Remote Connectivity Analyzer web page
Chapter 25: Backing Up and Restoring Exchange Server
Figure 25.1 Windows Server Backup has been installed.
Figure 25.2 Selecting the backup location
Figure 25.3 Selecting the application to recover
Figure 25.4 How messages are processed by Dumpster 2.0
Figure 25.5 Search name and description
Figure 25.6 The Search Query page
Figure 25.7 Search results in the Discovery Search Mailbox
Guide
Cover
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Mastering Exchange Server 2013
David Elfassy
Acquisitions Editor: Mariann Barsolo
Development Editor: Candace Cunningham
Technical Editor: J. Peter Bruzzese
Production Editor: Dassi Zeidel
Copy Editor: Linda Recktenwald
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Associate Publisher: Chris Webb
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Copyright © 2014 by John Wiley & Sons, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-1-118-55683-2
ISBN: 978-1-118-75038-4 (ebk)
ISBN: 978-1-118-84246-1 (ebk)
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.
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Dear Reader,
Thank you for choosing Mastering Exchange Server 2013. This book is part of a family of premium-quality Sybex books, all of which are written by outstanding authors who combine practical experience with a gift for teaching.
Sybex was founded in 1976. More than 30 years later, we’re still committed to producing consistently exceptional books. With each of our titles, we’re working hard to set a new standard for the industry. From the paper we print on to the authors we work with, our goal is to bring you the best books available.
I hope you see all that reflected in these pages. I’d be very interested to hear your comments and get your feedback on how we’re doing. Feel free to let me know what you think about this or any other Sybex book by sending me an email at [email protected]. If you think you’ve found a technical error in this book, please visit http://sybex.custhelp.com. Customer feedback is critical to our efforts at Sybex.
Best regards,
Chris Webb
Associate Publisher
Sybex, an Imprint of Wiley
This book is dedicated to my loving, gorgeous wife, Gillian, and to my three daily inspirations, Zachary, Zoe, and Savannah. Thank you for enduring all my late nights and continuously encouraging me through this journey. I love you all.
— D
Acknowledgments
Thank you once again, Microsoft, for a great release of Exchange Server. This is now the seventh major release of the well-known premiere messaging system. In this release, we can see the effort and the ingenuity come together in solving customer problems to create a truly superior product. Congratulations!
As the team that is working on this book completes the final steps required to send it to the printer, I continue to bring some real-world expertise into the content. I have deployed several Exchange Server 2013 infrastructures to date, but this product is so vast and so broad that I continue to find design options, best practices, and architecture recommendations on a daily basis. I’m pretty sure that I will be updating the content up to the last minute!
When I was approached to take on this book, several months before Exchange Server 2013 was about to release to manufacturing, my reaction was, “What about Jim?” Jim McBee, having authored three previous editions of this book, has been the pillar of the Mastering Exchange Server series and an inspiring role model in my own Exchange Server consulting career. I consider it to be a true honor to take over for Jim McBee as the lead author for this book, and I hope that this edition has adequately followed through on his tradition.
Throughout the book, I have tried to keep the tone and language similar to what was used in the previous editions of this book, so if you are familiar with Jim’s writing style, you should find comfort in these pages. In addition, I have removed some of the introductory technical information from previous editions, to reflect the depth of initial experience of the readers.
Taking on the responsibility of a 900+ -page manual is no simple task and not one that can be undertaken by only one person. Along the way, I have invited several contributors to this effort. Their knowledge and expertise have added incredible value to this book. Having written anywhere from several paragraphs to complete chapters, Chris Crandall, Devin Ganger, Mahmoud Magdy, Adam Micelli, Bob Reinsch, Jeffrey Rosen, and Michael Smith are Exchange Server gurus who have provided key content for this book. Some of this has been outside my areas of expertise and a great contribution to this effort. Thank you!
There is also a man who has kept us all honest and has been the gatekeeper for technical accuracy in this book, and he has helped revise a couple of chapters more substantially. J. Peter Bruzzese agreed to take on the responsibility of technical reviewer for this book and has done a formidable job. When I received a chapter back from Peter with only very few red marks, I considered it an achievement! Peter, thank you!
The great folks at Wiley have been patient beyond belief when it comes to deadlines, content, and outline changes as well as our ever-changing list of contributors. They include acquisitions editor Mariann Barsolo, developmental editor Candace Cunningham, and production editor Dassi Zeidel.
Along the way, several Exchange Server experts have answered my questions, calmed my nerves, and listened to my rants about configuration frustrations. I would like to acknowledge them, even if some of them answered my questions without knowing it. They include Paul Adare, David Espinosa, Stan Reimer, Paul Robichaux, Scott Schnoll, Ross Smith, Greg Taylor, and Brian Tirch. And a big thank-you goes to Corey Hynes and Kim Frank for providing me with some very useful virtual server environments.
I would also like to acknowledge those who have helped me in my own Exchange Server path, from Sandra Ford, who hired me to teach my first Exchange Server 5.0 course, to Ken Rosen, who inspired me to write my first course on Exchange Server 2003, to Jennifer Morrison, who pushed to hire me on my first large Microsoft project. Thank you!
I would also like to thank my business partner and friend, Jonathan Long, for doing the work I was supposed to be doing when I was writing this book and for supporting me through this latest writing effort.
And a special acknowledgement to those in my daily life, my father, Elie Elfassy; my uncle, Leon Elfassy; my sister, Celine Elfassy; and my father-in-law, Sam Katz: thank you for always being supportive of all my endeavors.
About the Author
David Elfassy, MCSE, MCT, and MVP: Exchange Server, is an international presenter and trainer, having presented on messaging technologies to thousands of Microsoft clients since the late 1990s. David collaborates with Microsoft on certification, courseware, and key development projects. As a senior technical advisor for two Microsoft Gold Certified Partners, including Netlogon Technologies, where he specializes in large enterprise consulting and technical writing, and Kalleo, where he specializes in small business network management (overseeing a team of consultants and network technicians), David is a project lead on many migrations and implementations of Microsoft infrastructure technologies for government and corporate organizations. Helping organizations migrate to the latest versions of Microsoft Exchange Server has always been a key focus of David’s consulting commitments. David is a regular presenter at international conferences such as TechEd North America and TechEd Europe. David was also the coauthor of the previous edition of this book, Mastering Exchange Server 2010 (Sybex, 2010) with Jim McBee.
When David is not troubleshooting SMTP connections or working on Microsoft projects, he’s usually snowboarding or skateboarding, depending on the season. He also spends a fair bit of time running after his three young children, Zachary, Zoe, and Savannah, and hanging out with his supporting, lovely wife, Gillian.
Introduction
Thank you for purchasing (or considering the purchase of) Mastering Exchange Server 2013; this is the latest in a series of Mastering Exchange Server books that have helped thousands of readers to better understand Microsoft’s excellent messaging system. Along the way, we hope that this series of books has made you a better administrator and allowed you to support your organizations to the best of your abilities.
When we started planning the outline of this book more than a year before its release, Exchange Server 2013 appeared to be simply a minor series of improvements over Exchange Server 2010. Of course, the further we explored the product, the more we found that was not the case. Many of the improvements in Exchange Server 2013 were major improvements (such as DAG management) and sometimes even complete rewrites (such as in the case of the Client Access server role) of how the product worked previously.
Another challenge then presented itself. The market penetration of Exchange Server 2010 was fairly dominant, but we found that many organizations still run Exchange Server 2007. Though increasingly smaller, a percentage of Exchange Server customers are still using Exchange Server 2003. Thus, we needed to explain the differences for not only Exchange Server 2010 administrators but also for the Exchange Server 2007 and even Exchange Server 2003 administrators.
We took a step back and looked at the previous editions of the book to figure out how much of the previous material was still relevant. Some of the material from the Exchange Server 2010 book is still relevant but needed updating. Some required completely new chapters to cover new technologies introduced in Exchange Server 2013 or technologies that have since taken on more importance in deployments and management. We faced the challenge of explaining two management interfaces, Exchange Management Shell and Exchange Admin Center, as well as describing the new roles and features.
We started working with the Exchange Server 2013 code more than a year before we expected to release the book. Much of the book was written using the RTM code that was first made available in October 2012, but as we continued writing the book, we made updates to changes introduced in Cumulative Update 1 and Cumulative Update 2. So, you can safely assume when reading this book that it is based on the latest bits of Exchange Server 2013 that released in late summer 2013. In writing this book, we had a few goals for the book and the knowledge we wanted to impart to the reader:
We wanted to provide an appropriate context for the role of messaging services in an organization, outlining the primary skills required by an Exchange Server administrator.
We wanted the reader to feel comfortable when approaching an Exchange Server environment of any size. The content in this book can assist administrators of small companies with only one server, as well as administrators who handle large Exchange Server farms.
We wanted the skills and tasks covered in this book to be applicable to 80 percent of all organizations running Exchange Server.
We wanted the book to educate not only “new to product” administrators but also those “new to version” administrators who are upgrading from a previous version.
We wanted the book to familiarize administrators with Office 365 environments and the implementation of hybrid coexistence with on-premises Exchange Server deployments.
We wanted to provide familiar references for administrators of previous versions, ensuring that Exchange Server 2003, 2007, and 2010 administrators can easily find equivalent solutions in Exchange Server 2013.
Microsoft listened to the advice of many of its customers, its internal consultants at Microsoft Consulting Services (MCS), Microsoft Certified Systems Engineers (MCSEs), Most Valuable Professionals (MVPs), Microsoft Certified Solutions Masters (MCSMs), and Microsoft Certified Trainers (MCTs) to find out what was missing from earlier versions of the product and what organizations’ needs were. Much of this work started even before Exchange Server 2013 was released.
Major Changes in Exchange Server 2013
This book covers the many changes in Exchange Server 2013 in detail, but we thought we would give you a little sample of what is to come in the chapters. As you can imagine, the changes are once again significant, considering the tremendous effort that Microsoft sinks into the Exchange Server line of products. Exchange Server is a significant generator of revenue for Microsoft and is also a foundational service for Office 365. Microsoft has every reason to continue improving this most impressive market leader of email and collaboration services.
The primary changes in Exchange Server 2013 since the latest release (Exchange Server 2010) have come in the following areas:
Replacement of the Exchange Management Console by the web-based console Exchange Admin Center
Integration of Transport services into the Client Access and Mailbox server roles and subsequent removal of the Hub Transport server role
Integration of Unified Messaging services into the Client Access and Mailbox server roles and subsequent removal of the Unified Messaging server role
Reconfiguration of public folders to be stored in mailbox databases within a
public folder mailbox
Improved integration with SharePoint Server 2013 and Lync Server 2013, including options for archiving Lync conversations in Exchange Server
Completely rewritten Information Store processes, now named the
Managed Store
Significant improvement in database maintenance, database availability group management, and overall site resiliency functionalities
Significant improvement in Transport rules, mainly through the implementation of the new Data Loss Prevention (DLP) policies
Of course, many more changes have been introduced in Exchange Server 2013, but the preceding list stands out to us as the most noteworthy improvements. Chapter 2, “Introducing the Changes in Exchange Server 2013,” contains an exhaustive list of all significant changes, as well as changes since specific versions of Exchange Server (for example, Exchange Server 2003 versus Exchange Server 2013).
How This Book Is Organized
This book consists of 25 chapters, divided into five broad parts. As you proceed through the book, you’ll move from general concepts to increasingly detailed descriptions of hands-on implementation.
This book won’t work well for practitioners of the time-worn ritual of chapter hopping. Although some readers may benefit from reading one or two chapters, we recommend that you read most of the book in order. Even if you have experience as an Exchange Server administrator, we recommend that you do not skip any chapter, because they all provide new information since the previous iterations of Exchange Server. Only if you already have considerable experience with these products should you jump to the chapter that discusses in detail the information you are looking for.
If you are like most administrators, though, you like to get your hands on the software and actually see things working. Having a working system also helps many people as they read a book or learn about a new piece of software because this lets them test new skills as they learn them. If this sounds like you, then start with Chapter 7, “Exchange Server 2013 Quick Start Guide.” This chapter will take you briefly through some of the things you need to know to get Exchange Server running, but not in a lot of detail. As long as you’re not planning to put your quickie server into production immediately, there should be no harm done. Before you put it into production, though, we strongly suggest that you explore other parts of this book. Here’s a guide to what’s in each chapter.
Part 1: Exchange Fundamentals
This part of the book focuses on concepts and features of Microsoft’s Windows Server 2012, Exchange Server 2013, and some of the fundamentals of operating a modern client/server email system.
Chapter 1, “Putting Exchange Server 2013 in Context,” is for those administrators who have been handed an Exchange Server organization but who have never managed a previous version of Exchange Server or even another mail system. This will give you some of the basic information and background to help you get started managing Exchange Server and, hopefully, a little history and perspective.
Chapter 2, “Introducing the Changes in Exchange Server 2013,” introduces the new features of Exchange Server 2013 as contrasted with previous versions.
Chapter 3, “Understanding Availability, Recovery, and Compliance,” helps even experienced administrators navigate some of the new hurdles that Exchange Server administrators must overcome, including providing better system availability, site resiliency, backup and restoration plans, and legal compliance. This chapter does
not
cover database availability groups in detail; instead, that information is covered in Chapter 20, “Creating and Managing Database Availability Groups.”
Chapter 4, “Virtualizing Exchange Server 2013,” helps you decide whether you should virtualize some percentage of your servers, as many organizations are doing.
Chapter 5, “Introduction to PowerShell and the Exchange Management Shell,” focuses on and uses examples of features that are enabled in PowerShell through the Exchange Server 2013 management extensions for PowerShell. All administrators should have at least a basic familiarity with the Exchange Management Shell extensions for PowerShell even if you rarely use them.
Chapter 6, “Understanding the Exchange Autodiscover Process,” helps you to come up to speed on the inner workings of the magic voodoo that is Autodiscover, a feature that greatly simplifies the configuration of both internal and external clients.
Part 2: Getting Exchange Server Running
This section of the book is devoted to topics related to meeting the prerequisites for Exchange Server and getting Exchange Server installed correctly the first time. While installing Exchange Server correctly is not rocket science, getting everything right the first time will greatly simplify your deployment.
Chapter 7, “Exchange Server 2013 Quick Start Guide,” is where everyone likes to jump right in and install the software. This chapter will help you quickly get a single server up and running for your test and lab environment. While you should not deploy an entire enterprise based on the content of this one chapter, it will help you get started quickly.
Chapter 8, “Understanding Server Roles and Configurations,” covers the primary services that run on the two Exchange Server roles: Mailbox server and Client Access server. It also covers the architecture of communications between the roles.
Chapter 9, “Exchange Server 2013 Requirements,” guides you through the requirements (pertaining to Windows Server, Active Directory, and previous versions of Exchange Server) that you must meet in order to successfully deploy Exchange Server 2013.
Chapter 10, “Installing Exchange Server 2013,” takes you through both the graphical user interface and the command-line setup for installing Exchange Server 2013.
Chapter 11, “Upgrades and Migrations to Exchange Server 2013 or Office 365,” helps you decide on the right migration or transition approach for your organization. It recommends steps to take to upgrade your organization from Exchange Server 2007 or 2010 to Exchange Server 2013 or to Office 365. Also included in this chapter are recommendations for migration phases and hybrid coexistence with Office 365.
Part 3: Recipient Administration
Recipient administration generally ends up being the most time-consuming portion of Exchange Server administration. Recipient administration includes creating and managing mailboxes, managing mail groups, creating and managing contacts, and administering public folders.
Chapter 12, “Management Permissions and Role-based Access Control,” introduces one of the most powerful features of Exchange Server 2013, Role-based Access Control, which enables extremely detailed delegation of permissions for all Exchange Server administrative tasks. This feature will be of great value to large organizations.
Chapter 13, “Basics of Recipient Management,” introduces you to some concepts you should consider before you start creating users, including how email addresses are generated and how recipients should be configured.
Chapter 14, “Managing Mailboxes and Mailbox Content,” is at the core of most Exchange Server administrators’ jobs since the mailboxes represent our direct customer (the end user). This chapter introduces the concepts of managing mailboxes, mailbox data (such as personal archives), and mailbox data retention.
Chapter 15, “Managing Mail-enabled Groups, Mail-enabled Users, and Mail-enabled Contacts,” covers management of these objects, including creating them, assigning email addresses, securing groups, and allowing for self-service management of groups, and it offers guidelines for creating contacts.
Chapter 16, “Managing Resource Mailboxes,” discusses a key task for most messaging administrators. A resource can be either a room (such as a conference room) or a piece of equipment (such as an overhead projector). Exchange Server 2013 makes it easy to allow users to view the availability of resources and request the use of these resources from within Outlook or Outlook Web App.
Chapter 17, “Managing Modern Public Folders,” introduces you to the new public folder storage and management features in Exchange Server 2013. Although public folders are being deemphasized in many organizations, other organizations still have massive quantities of data stored in them. Microsoft has reinvented public folders in this latest release of Exchange Server.
Chapter 18, “Managing Archiving and Compliance,” covers not only the overall concepts of archiving and how the rest of the industry handles archiving but also the exciting archival and retention features.
Part 4: Server Administration
Although recipient administration is important, administrators must not forget their responsibilities to properly set up the Exchange server and maintain it. This section helps introduce you to the configuration tasks and maintenance necessary for some of the Exchange Server 2013 roles as well as safely connecting your organization to the Internet.
Chapter 19, “Creating and Managing Mailbox Databases,” helps familiarize you with the changes in Exchange Server 2013 with respect to mailbox database, storage, and basic sizing requirements. Many exciting changes have been made to support large databases and to allow Exchange Server to scale to support more simultaneous users.
Chapter 20, “Creating and Managing Database Availability Groups,” is a key chapter in this book that will affect all administrators from small to large organizations. Exchange Server 2013 relies heavily on Windows Failover Clustering for its site resilience and high availability functionalities. This chapter covers the implementation and management of high availability solutions.
Chapter 21, “Understanding the Client Access Server,” introduces you to the critical Client Access server role and the components running on the Client Access server.
Chapter 22, “Managing Connectivity with Transport Services,” brings you up to speed on the Transport services that run on the Mailbox and Client Access server roles. This chapter discusses mail flow and the transport pipeline in detail.
Chapter 23, “Managing Transport, Data Loss Prevention, and Journaling Rules,” shows you how to implement a feature set that was first introduced in Exchange Server 2007 but has since been greatly improved: the transport rule feature. This chapter also discusses message journaling and the new Data Loss Prevention policies.
Part 5: Troubleshooting and Operating
Troubleshooting and keeping a proper eye on your Exchange servers’ health are often neglected tasks. You may not look at your Exchange servers until there is an actual problem. In this part we discuss some tips and tools that will help you proactively manage your Exchange Server environment, ensuring that you can track down problems as well as restore any potential lost data.
Chapter 24, “Troubleshooting Exchange Server 2013,” introduces you not only to troubleshooting the various components of Exchange Server 2013 but also to good troubleshooting techniques. This chapter also includes a discussion of some of the Exchange Server 2013 built-in tools, such as the Exchange Management Shell test cmdlets and the Remote Connectivity Analyzer.
Chapter 25, “Backing Up and Restoring Exchange Server,” includes discussions on developing a backup plan for your Exchange Server 2013 servers as well as how to implement appropriate backup solutions for Exchange Server configuration, databases, logs, and any other relevant information.
