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- Herausgeber: John Wiley & Sons
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
A bestselling Exchange Server guide, updated for the 2016 release Mastering Microsoft Exchange Server 2016 is the gold-standard reference for system administrators and first-time users alike. Fully updated to align with the latest release, this expert-led guide provides comprehensive coverage and easy-to-follow tutorials for all aspects of Exchange Server installation, configuration, and management. Whether you're migrating from an earlier version or installing Exchange Server for the first time, this book gives you quick access to the answers you need. Step-by-step instructions walk you through planning and design, installation, administration and management, maintenance, and more, so you can get up to speed quickly and get back to work. With a focus on the hands-on details, the Microsoft Certified Masters author team provides practical insight and invaluable guidance on every aspect of Exchange Server 2016, from mastering the basics to leveraging new features. Microsoft Exchange allows access to e-mail, voicemail, and calendars at any time, from almost any device. The 2016 release is designed specifically to appeal to enterprises; if you've been tasked with the implementation, this guide has the information you need. * Get up to speed with the latest changes and features * Understand server configurations, requirements, installation, and migration * Manage mailboxes, groups, connectivity, and the client access server * Troubleshoot common issues efficiently and effectively Exchange Server 2016 shifts even more control to the user, freeing administrators to perform more critical tasks. Beefed-up architecture and more centralized functions have eased configuration and upgrades, and a robust cloud implementation is expected to draw enterprises sooner rather than later. Systems administrators need to become familiar with the latest changes, and Mastering Microsoft Exchange Server 2016 is the ultimate reference and tutorial.
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Table of Contents
Title Page
Copyright Page
Dedication
Acknowledgments
About the Authors
About the Technical Editor
Introduction
Major Changes in Exchange Server 2016
How This Book Is Organized
Conventions Used in This Book
The Mastering Series
Part 1: Exchange Fundamentals
Chapter 1: Putting Exchange Server 2016 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 2016
Getting to Know Exchange Server 2016
Exchange Server Architecture
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 2016
Virtualization Overview
Effects of Virtualization
Virtualization Requirements
Operations
Deciding When to Virtualize
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, v4, and v5
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 2016 Quick Start Guide
Server Sizing Quick Reference
Configuring Windows
Installing Exchange Server 2016
Post-installation Configuration Steps
Configuring Recipients
The Bottom Line
Chapter 8: Understanding Server Roles and Configurations
The
Roles
of Server Roles
Exchange Server 2016 Server Roles
Possible Role Configurations
The Bottom Line
Chapter 9: Exchange Server 2016 Requirements
Getting the Right Server Hardware
Software Requirements
Additional Requirements
The Bottom Line
Chapter 10: Installing Exchange Server 2016
Before You Begin
Preparing for Exchange 2016
Graphical User Interface Setup
Command-Line Setup
Removing Exchange Server
The Bottom Line
Chapter 11: Upgrades and Migrations to Exchange Server 2016 or Office 365
Upgrades, Migrations, Cross-Forest Migrations, and Deployments
Factors to Consider before Upgrading
Choosing Your Strategy
Office 365
Performing a Cross-Forest 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 Users, and Mail Contacts
Understanding Mail-Enabled Groups
Creating and Managing Mail Contacts and Mail Users
The Bottom Line
Chapter 16: Managing Resource Mailboxes
The Unique Nature of Resource Mailboxes
Exchange 2016 Resource Mailbox Features
Creating Resource Mailboxes
Creating Room Lists
Converting Resource Mailboxes
The Bottom Line
Chapter 17: Managing Modern Public Folders
Understanding Architectural Changes for Modern Public Folders
Moving Public Folders to Exchange Server 2016
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 2016
Enabling In-Place 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 Databases
Planning Mailbox Database Storage
Managing Mailbox Databases
The Bottom Line
Chapter 20: Creating and Managing Database Availability Groups
Understanding Database Replication in Exchange Server 2016
Managing a Database Availability Group
Understanding Active Manager
DAG and Database Maintenance
Understanding Site Resiliency for Exchange Server 2016
The Bottom Line
Chapter 21: Understanding the Client Access Services
Client Access Services Overview
Namespace Planning
Connectivity for Outlook Clients
Connectivity for Non-Outlook Clients
Sharing between Organizations
Securing External Access
Coexisting with Previous Exchange Server Versions
The Bottom Line
Chapter 22: Managing Connectivity with Transport Services
Understanding the Transport Improvements in Exchange Server 2016
Message Routing in the Organization
Sending and Receiving Email
Messages in Flight
Using Exchange Server 2016 Antispam/Anti-Malware Tools
Troubleshooting Email Routing
The Bottom Line
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Introducing the Exchange 2016 Transport Architecture
Setting Up Message Classifications
Setting Up Mail Flow (Transport) Rules
Introducing Data Loss Prevention
Introducing Journaling
The Bottom Line
Part 5: Troubleshooting and Operating
Chapter 24: Troubleshooting Exchange Server 2016
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 Back Up and Recover the Exchange Server
Using Windows Server Backup to Back Up the Exchange Server
Using Windows Server Backup to Recover the Data
Recover Exchange Server Data Using Alternative Methods
Recovering the Entire Exchange Server
The Bottom Line
Appendix: The Bottom Line
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
End User License Agreement
Guide
Table of Contents
Begin Reading
List of Illustrations
Chapter 1: Putting Exchange Server 2016 in Context
Figure 1.1 Outlook 2016 Appointment scheduling on an Exchange Server 2016 mailbox
Figure 1.2 The Outlook 2016 client Inbox on an Exchange Server 2016 mailbox
Figure 1.3 Outlook on the web on an Exchange Server 2016 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 Microsoft Remote Connectivity Analyzer
Chapter 2: Introducing the Changes in Exchange Server 2016
Figure 2.1 Deploying an Edge Transport server
Figure 2.2 Examining a transport rule
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 2016
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 the initial Outlook configuration using Autodiscover
Figure 6.2 Using the Test E-mail AutoConfiguration tool
Figure 6.3 Accessing the Test E-mail AutoConfiguration tool
Figure 6.4 The Certificates MMC snap-in
Figure 6.5 Viewing the domains to be included in the certificate request
Figure 6.6 The Certificate Domains Wizard Page
Figure 6.7 Selecting services that will use the certificate
Figure 6.8 Viewing certificate properties
Chapter 7: Exchange Server 2016 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 Checking for Updates
Figure 7.4 Select the server Role
Figure 7.5 Choosing the Installation location
Figure 7.6 Organization name
Figure 7.7 The Setup Completed screen
Chapter 8: Understanding Server Roles and Configurations
Figure 8.1 Selecting the Exchange Server 2016 roles
Figure 8.2 The warning message when a new database is added to a Mailbox server
Chapter 10: Installing Exchange Server 2016
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 The 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 roles are assigned
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 2016 organization
Figure 13.4 Changing how the SMTP address is generated
Figure 13.5 Defining the email address format for the email address policy
Figure 13.6 Naming the email address policy
Figure 13.7 Conditions available in the email address policy rules
Figure 13.8 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 assign an address book policy
Figure 14.3 Available mailbox permissions
Figure 14.4 Creating a user account and mailbox 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 of a mailbox
Figure 14.8 Message Delivery Restrictions options
Figure 14.9 Move Configuration settings
Figure 14.10 Options for the migration batch
Figure 14.11 The Migration Dashboard
Figure 14.12 Migration progress in the Migration Dashboard
Figure 14.13 Connecting a disconnected mailbox
Figure 14.14 List of the default and personal retention tags
Figure 14.15 Creating a personal retention tag
Figure 14.16 Creating a retention policy
Figure 14.17 Assigning a retention policy to a user's mailbox
Chapter 15: Managing Mail-Enabled Groups, Mail Users, and Mail Contacts
Figure 15.1 Creating a new group using Active Directory Users and Computers
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 and conditions for a dynamic distribution group
Figure 15.5 The 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 Managing group membership from within the control panel
Figure 15.10 Creating a new contact object using Active Directory Users and Computers
Figure 15.11 Contact information in Active Directory Users and Computers
Figure 15.12 Creating a mail-enabled contact
Chapter 16: Managing Resource Mailboxes
Figure 16.1 Defining general information for a conference room mailbox
Figure 16.2 Viewing room resources in the Address Book using Outlook
Figure 16.3 Entering the room capacity for a resource mailbox
Figure 16.4 Viewing the custom attributes of room resources in the Address Book using Outlook
Figure 16.5 Delegates for a resource mailbox
Figure 16.6 Booking Options for a resource mailbox
Figure 16.7 Availability of resource mailbox in Outlook
Figure 16.8 Availability using room lists in Outlook
Chapter 17: Managing Modern Public Folders
Figure 17.1 The Public Folder Mailboxes screen
Figure 17.2 Creating a new public folder mailbox
Figure 17.3 Primary hierarchy public folder mailbox
Figure 17.4 Public Folder Mailbox properties
Figure 17.5 Adding a new public folder
Figure 17.6 The Public folder's General properties page
Figure 17.7 The Public folder's Statistics properties page
Figure 17.8 The Public folder's Limits properties page
Figure 17.9 Mail flow settings
Figure 17.10 Opening the folder permissions
Figure 17.11 Creating a new folder
Figure 17.12 The Outlook client's properties dialog box for a public folder
Figure 17.13 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 Th is User option
Figure 18.3 The Exchange Server 2016 In-Place eDiscovery & Hold Console
Figure 18.4 Selecting mailboxes, distribution groups, and public folders in the In-Place eDiscovery & Hold Wizard
Figure 18.5 Defining a search query
Figure 18.6 Defining the message types to search
Figure 18.7 Using the In-Place Hold settings to place search results on 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 The Mailbox database's Maintenance settings
Figure 19.4 The Mailbox database's Limits settings
Figure 19.5 Quota limit in Outlook
Figure 19.6 Quota limit in EAC
Figure 19.7 The Client Settings properties of a mailbox database
Chapter 20: Creating and Managing Database Availability Groups
Figure 20.1 Creating a new DAG in the EAC
Figure 20.2 Exchange Server 2010 JBOD configuration
Figure 20.3 Mailbox databases symmetrically placed between the Mailbox servers
Figure 20.4 The network binding order that should be in place before adding a Mailbox server to a DAG
Figure 20.5 Mailbox database layout
Figure 20.6 Adding a mailbox database to a Mailbox server
Figure 20.7 Database options from the Details pane in EAC
Figure 20.8 Automatic Reseed configuration
Figure 20.9 Event 227 shows that a configuration change was detected.
Figure 20.10 Event 111 shows that the change to PAM is complete.
Figure 20.11 An attempt to copy remaining transaction log files
Figure 20.12 Messages requested rom Safety Net
Figure 20.13 Exchange Server 2016 preferred architecture
Figure 20.14 A simple DAG
Figure 20.15 Multiple DAGs
Chapter 21: Understanding the Client Access Services
Figure 21.1 Communication between frontend and back-end services
Figure 21.2 Exchange Server 2016 Unified Messaging architecture and ports
Figure 21.3 Single namespace in a site
Figure 21.4 Bound namespaces
Figure 21.5 Unbound namespace
Figure 21.6 Host records for DNS round robin
Figure 21.7 Hardware load balancer
Figure 21.8 Default certificates in Exchange Server 2016
Figure 21.9 A SAN certificate
Figure 21.10 The New Exchange Certificate Wizard
Figure 21.11 Assigning services to a certificate
Figure 21.12 Test E-mail AutoConfiguration
Figure 21.13 Outlook Anywhere FQDN
Figure 21.14 URLs for Outlook on the web
Figure 21.15 Outlook on the web authentication settings
Figure 21.16 Outlook Web App policy
Figure 21.17 File Access settings in an Outlook Web App policy
Figure 21.18 Security settings for the Default Mobile-Device Mailbox Policy
Figure 21.19 Mobile Device Access Settings
Figure 21.20 Calendar sharing options in Outlook
Figure 21.21 The Send A Calendar Via E-mail settings
Figure 21.22 Settings for calendar publishing
Figure 21.23 Using a reverse proxy to secure access
Figure 21.24 Load balancer in a perimeter network
Figure 21.25 Coexistence with previous Exchange Server versions
Chapter 22: Managing Connectivity with Transport Services
Figure 22.1 The Mailbox server transport components
Figure 22.2 Mail flow between DAG members
Figure 22.3 Receive connectors
Figure 22.4 Receive connectors in the Exchange Admin Center
Figure 22.5 Default Frontend Receive connector permissions
Figure 22.6 Send connector in the Exchange Admin Center
Figure 22.7 The 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 Default antimalware settings
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Figure 23.1 A message classification displayed in Outlook 2016
Figure 23.2 A sample list of message classifications
Figure 23.3 Locating the transport rules in the Exchange Admin Center
Figure 23.4 Transport rule version in the EMS
Figure 23.5 Viewing the actions from the EAC
Figure 23.6 Templates to create new transport rules
Figure 23.7 The New Rule window for EAC
Figure 23.8 The New Rule window for EAC with more Options
Figure 23.9 Rules created from DLP template U.S. Personally Identifiable Information (PII ) Data
Figure 23.10 Options for sensitive information type Passport Number (U.S. / U.K.)
Figure 23.11 The DLP Policy From Template window from EAC
Figure 23.12 Policy Tip for DPL policy U.S. Financial Data
Figure 23.13 The sensitive information types covered by the U.S. Financial transport rule: Scan Email Sent Outside – High Count
Figure 23.14 Contents of the XML after running
Export-DlpPolicyCollection
Chapter 24: Troubleshooting Exchange Server 2016
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-ServiceHealth cmdlet
Figure 24.4 Using the Queue Viewer interface
Figure 24.5 Viewing message tracking in EAC
Figure 24.6 Tracking messages from the Exchange Admin Center
Figure 24.7 Using the Test E-mail AutoConfiguration tool
Figure 24.8 The Remote Connectivity Analyzer
Chapter 25: Backing Up and Restoring Exchange Server
Figure 25.1 Windows Server Backup has been installed
Figure 25.2 Selecting the items to include in a backup
Figure 25.3 Selecting the application to recover
Figure 25.4 Search name and description
Figure 25.5 The Search Query Page
Figure 25.6 Search results in the Discovery Search Mailbox
List of Tables
Chapter 3: Understanding Availability, Recovery, and Compliance
Table 3.1 RAID Configurations
Chapter 4: Virtualizing Exchange Server 2016
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 2016 Requirements
Table 9.1 Microsoft Outlook User Types
Table 9.2 Processor Recommendations Based on Number of Messages Sent or Received per Mailbox per Day
Table 9.3 Additional Memory Factor for Mailbox Servers
Table 9.4 Memory Required Based on Mailbox Size
Table 9.5 User Type, Database Volume IOPS, and Messages Sent and Received per Day for Exchange Server 2016
Table 9.6 Task Permissions
Chapter 10: Installing Exchange Server 2016
Table 10.1 Exchange Server 2016 Command-Line Installation Options
Table 10.2 Exchange Server 2016 Server-Recovery Setup Options
Table 10.3 Exchange Server 2016 Delegated Setup Options
Table 10.4 Exchange Server 2016 Language Pack Options
Chapter 11: Upgrades and Migrations to Exchange Server 2016 or Office 365
Table 11.1 Comparison of Exchange Server 2016 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 User Mailboxes, Mail Users, and Mail Contacts
Table 13.2 Mail-Enabled Public Folders and Shared Mailboxes
Table 13.3 EMS Cmdlets Used to Manipulate Email Address Policies
Chapter 14: Managing Mailboxes and Mailbox Content
Table 14.1 Access Rights of Mailbox Folders
Table 14.2 Access Rights (Roles) of Mailbox Folders
Table 14.3 Default MRM Policy Retention Tags
Chapter 15: Managing Mail-Enabled Groups, Mail Users, and Mail 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 Contacts and Mail 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 Resource Mailboxes
Table 16.2 Booking Options and EMS Equivalents
Table 16.3 Resource Information Settings and Their EMS Equivalents
Table 16.4 EMS Parameters of In-Policy Booking Policies
Table 16.5 EMS Parameters of Out-of-Policy Booking Policies
Table 16.6
Set-MailboxCalendarConfiguration
Parameters
Table 16.7 Access Rights (Roles) of Calendar Folders
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 Services
Table 21.1 Certificate Generation Methods
Table 21.2 Forms-Based Authentication Logon Formats
Table 21.3 Properties of an Organization Relationship
Table 21.4 Sharing Policy Permissions
Chapter 23: Managing Transport, Data Loss Prevention, and Journaling Rules
Table 23.1 Exchange Server 2016 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
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Mastering
Microsoft® Exchange Server 2016
Clifton Leonard
Brian Svidergol
Byron Wright
Vladimir Meloski
Senior Acquisitions Editor: Kenyon BrownDevelopment Editor: Kelly TalbotTechnical Editor: Joseph NguyenProduction Editor: Athiyappan Lalith KumarCopy Editor: Kathy Grider-CarlyleEditorial Manager: Mary Beth WakefieldProduction Manager: Kathleen WisorExecutive Editor: Jim MinatelProofreader: Nancy BellIndexer: Nancy GuentherProject Coordinator, Cover: Brent SavageCover Designer: WileyCover Image: ©i3d/Shutterstock
Copyright © 2016 by John Wiley & Sons, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-1-119-23205-6ISBN: 978-1-119-23208-7 (ebk.)ISBN: 978-1-119-23207-0 (ebk.)
Manufactured in the United States of America
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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TRADEMARKS: Wiley, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft is a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.
This book is dedicated to my loving, gorgeous wife, Marie, and to my incredible inspirations Pierce, Treyden, Gabrielle, Cheyenne, Taylor, Zoe, and Talon. Thank you for enduring all my late nights and continuously encouraging me through this journey. I love you all!
—Clifton Leonard
I'd like to thank my wife, Lindsay; my son, Jack; and my daughter, Leah, for the unending support and David Elfassy for reaching out to me to get involved with this project—thank you! Finally, I'd like to thank the original Exchange “super team”— Larry, Mike, Carl, George, Dennis, and the Chicago crew—you guys helped me elevate my game.
—Brian Svidergol
I dedicate this book to my parents who unwittingly put me on the path to working with technology by indulging me in my youth. Who knew buying a Commodore VIC-20 would get it all started? I am thankful for that and your support in many other ways over the years.
—Byron Wright
To my loving family who always supports me.
—Vladimir Meloski
Acknowledgments
Thank you once again, Microsoft, for a great release of Exchange Server. This is now the eighth major release of the well-known premier messaging system. In this release, we can see the effort and 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 2016 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 2016 was about to release to manufacturing, my reaction was, “What about David and Jim?” David Elfassy authored the previous edition and has been an invaluable contributor to the Microsoft, and more specifically Exchange Server, community. Prior to David, Jim McBee authored three previous editions of this book and has been the pillar of the Mastering Exchange Server series. I consider it to be a true honor to take over for David Elfassy and Jim McBee as the lead author for this book, and I hope that this edition has adequately followed through on their traditions.
Throughout the book, we 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 both of these men's writing style, you should find comfort in these pages. In addition, we 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 816-plus-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, Brian Svidergol, Byron Wright, and Vladimir Meloski are Exchange Server gurus who have provided key content for this book. These men are well respected within the Exchange Server community and are authors of Microsoft Official Curriculum, including Exchange Server 2016. They have been great contributions 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. Joseph Nguyen agreed to take on the responsibility of technical reviewer for this book and has done a formidable job. I consider it an honor to have worked with him! Joseph, 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 Ken Brown, developmental editor Kelly Talbot, and production editor Athiyappan Lalith Kumar.
And a special acknowledgment to those in my daily life, my father, DC Leonard; my mother, Lynette Leonard; my sister, Jaena Poppe; and my brothers, Jerry, Adam, and Jeff: thank you for always being supportive of all my endeavors.
—Clifton Leonard
About the Authors
Clifton Leonard, MCSE: Exchange Server, has more than 25 years' experience in the IT industry as an engineer, architect, consultant, trainer, and author. Clifton has extensive experience consulting on Active Directory, Exchange Server, Lync and Skype for Business Server, Identity Management, Office 365, and Azure cloud solutions. His clients include large energy corporations, K-12 schools, universities, technology manufacturers, financial institutions, the United States Air Force, and the Department of Defense. While Clifton cut his teeth on Microsoft Mail on Novell Netware and Exchange Server 5.0 on DEC Alpha, he has worked with every version of Exchange Server since then. He has also contributed as a subject matter expert to multiple Microsoft courses including Windows Desktop, Windows Server, Exchange Server, SharePoint Server, HyperV, Identity Management, Office 365, and Azure. Helping organizations migrate to the latest versions of Microsoft Exchange Server has always been a key focus of Clifton's consulting commitments.
Brian Svidergol builds Microsoft infrastructure and cloud solutions with Windows, Microsoft Exchange, Active Directory, Office 365, and related technologies. He holds the Microsoft Certified Trainer (MCT), Microsoft Certified Solutions Expert (MCSE) – Server Infrastructure, and several other Microsoft and industry certifications. Brian has authored books on Active Directory, Windows Server, Exchange Server, and related infrastructure technologies. He served as an MCT Ambassador at TechEd North America 2013 and at Microsoft Ignite 2015. Brian works as a subject matter expert (SME) on many Microsoft Official Curriculum courses, edX courses, and Microsoft certification exams. He has authored a variety of training content, blog posts, and practice test questions and has been a technical reviewer for a large number of books.
Byron Wright is the owner of BTW Technology Solutions where he provides, designs, and implements solutions using Exchange Server and Office 365. He has been a consultant, author, and instructor for 20 years, specializing in Exchange Server, Windows Server, Office 365, network design, network security, and related technologies. Byron has been a Microsoft MVP for Exchange Server since 2012.
Vladimir Meloski is a Microsoft Most Valuable Professional on Office Server and Services, Microsoft Certified Trainer, and consultant, providing unified communications and infrastructure solutions based on Microsoft Exchange Server, Skype for Business, Office 365, and Windows Server. With a bachelor's degree in computer sciences, Vladimir has devoted more than 20 years of professional experience to information technology. Vladimir has been involved in Microsoft conferences in Europe and in the United States as a speaker, moderator, proctor for hands-on labs, and technical expert. He also has been involved as an author and technical reviewer for Microsoft official courses, including Exchange Server 2016, 2013, 2010, and 2007; Office 365; and Windows Server 2012. As a skilled IT professional and trainer, Vladimir shares his best practices, real-world experiences, and knowledge with his students and colleagues and is devoted to IT community development by collaborating with IT Pro and developer user groups worldwide.
About the Technical Editor
Joseph Nguyen is a senior consultant for Microsoft. He has 20 years of experience as a system administrator, messaging engineer, IT analyst, systems engineer, consultant, and trainer providing messaging, communications, and collaboration expertise for a wide range of corporations and institutions. Joseph coauthored Exchange Server 2010 Administration: Real World Skills for MCITP Certification and Beyond and MCITP Self-Paced Training Kit (Exam 70-238): Deploying Messaging Solutions with Microsoft Exchange Server 2007.
Introduction
Thank you for purchasing (or considering the purchase of) Mastering Exchange Server 2016; 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 2016 appeared to be simply a minor series of improvements over Exchange Server 2013. Of course, the further we explored the product, the more we found that was not the case. Many of the improvements in Exchange Server 2016 were major improvements (such as Outlook on the web) and sometimes even complete rewrites (such as in the case of the Client Access services role) of how the product worked previously.
Another challenge then presented itself. The market penetration of Exchange Server 2013 was fairly dominant, but we found that many organizations still run Exchange Server 2010. Therefore, we needed to explain the differences for not only Exchange Server 2013 administrators but also for the Exchange Server 2010 administrators. On the other hand, Exchange Server 2003 reached end-of-life on April 8, 2014. As a result, Microsoft no longer provides security updates, offers free or paid support options, nor provides updated online content such as KB articles for Exchange Server 2003. Organizations with Exchange Server 2003 deployed after April 8, 2014, are responsible for their own support of the product and accept the risk associated with the deployment.
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 2013 book is still relevant but needed updating. Some required completely rewriting chapters to cover new technologies introduced in Exchange Server 2016 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 2016 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 2015, but as we continued writing the book, we made updates based on changes introduced in Cumulative Update 1 (March 2016). So, you can safely assume when reading this book that it is based on the latest bits of Exchange Server 2016 that released in late summer 2016. 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 2010 and 2013 administrators can easily find equivalent solutions in Exchange Server 2016.
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 2016 was released.
Major Changes in Exchange Server 2016
This book covers the many changes in Exchange Server 2016 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 2016 since the latest release (Exchange Server 2013) have come in the following areas:
Client access services have been integrated into the Mailbox server role, and the Client Access server role has been removed.
Outlook Web App is now known as Outlook on the web, is optimized for tablets, and provides platform-specific experiences for smart phones.
MAPI over HTTP is now the default protocol that Outlook uses to communicate with Exchange, which allows a higher level of visibility of transport errors and enhanced recoverability.
With SharePoint Server 2016, you can enable Outlook on the web users to link to and share documents stored in OneDrive for Business in an on-premises SharePoint server instead of attaching a file to the message.
The Hybrid Configuration Wizard (HCW) is provided as a download to support changes in the Office 365 service and to provide a more stable deployment and consistent experience.
Significant enhancements for Data Loss Prevention (DLP) have been added. With a DLP policy and mail flow rules, you can identify, monitor, and protect 80 different types of sensitive information.
Public folder integration into the In-Place eDiscovery and Hold workflow enable you to search public folders in your organization and configure an In-Place Hold on public folders.
A new eDiscovery search tool, called Compliance Search, provides improved scaling and performance capabilities so you can search very large numbers of mailboxes in a single search.
Of course, many more changes have been introduced in Exchange Server 2016, but the preceding list stands out to us as the most noteworthy improvements. Chapter 2, “Introducing the Changes in Exchange Server 2016,” contains an exhaustive list of all significant changes, as well as changes since specific versions of Exchange Server (for example, Exchange Server 2010 and 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 for which you are looking.
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 2016 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. Following is 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 R2, Exchange Server 2016, and some of the fundamentals of operating a modern client/server email system.
Chapter 1
, “Putting Exchange Server 2016 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, provide a little history and perspective.
Chapter 2
, “Introducing the Changes in Exchange Server 2016,” introduces the new features of Exchange Server 2016 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 2016,” 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 2016 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 2016 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 Exchange Server: mailbox services, transport services, and client access services.
Chapter 9
, “Exchange Server 2016 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 2016.
Chapter 10
, “Installing Exchange Server 2016,” takes you through both the graphical user interface and the command-line setup for installing Exchange Server 2016.
Chapter 11
, “Upgrades and Migrations to Exchange Server 2016 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 2010 or 2013 to Exchange Server 2016 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 2016, 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 the 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 Users, and Mail 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 2016 makes it easy to allow users to view the availability of resources and request the use of these resources from within Outlook or Outlook on the web.
Chapter 17
, “Managing Modern Public Folders,” introduces you to the new public folder storage and management features in Exchange Server 2016. 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 2016 services 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 2016 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 2016 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 Services,” introduces you to the critical client access services and the related components running on the Mailbox server.
Chapter 22
, “Managing Connectivity with Transport Services,” brings you up to speed on the Transport services that run with the mailbox and client access services. 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 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 2016,” introduces you not only to troubleshooting the various components of Exchange Server 2016 but also to good troubleshooting techniques. This chapter also includes a discussion of some of the Exchange Server 2016 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 2016 servers as well as how to implement appropriate backup solutions for Exchange Server configuration, databases, logs, and any other relevant information.
Conventions Used in This Book
We use the code-continuation character on PowerShell commands to indicate that the line of text is part of a previous command line.
