Sybex Mastering Microsoft Exchange Server 2003 Sep 2003 ISBN 0782142044 pdf

  

Table of Contents

Mastering Microsoft Exchange Server 2003...................................................................................................1

Introduction........................................................................................................................................................4

  Overview.................................................................................................................................................4 What You Need to Run Exchange Server...............................................................................................6 How This Book Is Organized.................................................................................................................6

  Part I: Understanding and Planning..................................................................................................6 Part II: Installation............................................................................................................................7 Part III: The Outlook Client.............................................................................................................7 Part IV: Basic Exchange Server 2003 Management........................................................................8 Part V: Expanding an Exchange Server Organization.....................................................................8 Part VI: Exchange and Outlook: The Next Level............................................................................8 Appendix: Cool Third−Party Applications for Exchange Server and Outlook Clients...................9 Conventions Used in This Book.............................................................................................................9

Part 1: Understanding and Planning.............................................................................................................10

Chapter List............................................................................................................................................10

Chapter 1: Introducing Exchange Server 2003.............................................................................................11

Overview...............................................................................................................................................11 Exchange Server 2003 and the Era of Ubiquitous Electronic Messaging............................................12 Why Microsoft Released Windows 2003 and Exchange 2003.............................................................12 Exchange Server 2003 Applications.....................................................................................................13 E−Mail Is Only the Beginning.......................................................................................................14 Just a Step beyond Mail..................................................................................................................16 Off−the−Shelf Messaging−Enabled Applications.........................................................................16 Objects............................................................................................................................................17 Applications Using Exchange Public Folders................................................................................18 Electronic Forms............................................................................................................................19 Applications Built on APIs.............................................................................................................20 Some Exchange Server 2003 Basics.....................................................................................................20 Exchange Server 2003 as a Client/Server System..........................................................................20 A Quick Take on the Outlook Client..............................................................................................23 Exchange Server 2003's Dependence on Windows 2000 Server/ Windows Server 2003.............25 Exchange Server 2003's Object Orientation...................................................................................25 Exchange Server 2003 Scalability..................................................................................................26 Exchange Server 2003 Security.....................................................................................................27 Exchange Server 2003 and Other Electronic Messaging Systems.................................................27 Third−Party Applications for Exchange Server 2003....................................................................28 Summary...............................................................................................................................................29

Chapter 2: Windows Server 2003 and Exchange Server 2003....................................................................30

Overview...............................................................................................................................................30 Key Features of Windows Server 2003................................................................................................31 Active Directory, Security, and Internet Protocols........................................................................32 New Features of Windows Server 2003.........................................................................................37 What Hasn't Changed in Windows Server 2003?..........................................................................37 Windows Server 2003 Versus NT 4 Server...................................................................................38 The Four Flavors of Windows Server 2003...................................................................................39 Exchange Server 2003 Features............................................................................................................40

  

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Chapter 2: Windows Server 2003 and Exchange Server 2003 Bye−Bye, Exchange Directory Services........................................................................................41 Bye−Bye, Exchange Server Sites...................................................................................................43

  'New' User Interfaces......................................................................................................................44 Storage Groups...............................................................................................................................45 File System Support and Full−Text Indexing................................................................................46 Upgrades.........................................................................................................................................46 Exchange Server 2003 versus Exchange Server 5.5......................................................................46 Getting a Handle on Exchange Server 2003 Versions...................................................................47

  End−User Support Is Easy....................................................................................................................48 Summary...............................................................................................................................................49

  

Chapter 3: Two Key Architectural Components of Windows Server 2003...............................................51

Overview...............................................................................................................................................51 What You Need to Know about Active Directory Right Now.............................................................51 Active Directory: Five Major Architectural Components..............................................................52 Active Directory Is Real Stuff........................................................................................................56 What You Need to Know about Windows Server 2003 Network Architecture...................................57 Understanding NetBIOS, NetBEUI, and WINS............................................................................57 An Alternative: Using DNS and DHCP.........................................................................................58 Summary...............................................................................................................................................59

Chapter 4: Exchange Server 2003 Architecture...........................................................................................61

Overview...............................................................................................................................................61 Key Exchange Server 2003 Organizing Components..........................................................................61 Exchange Server 2003 Core Components............................................................................................66 Information Store...........................................................................................................................66 The Routing Engine........................................................................................................................68 The System Attendant....................................................................................................................69 Optional Exchange Server 2003 Components......................................................................................69 Microsoft Management Console Snap−Ins for Exchange Server 2003.........................................70 The Directory Synchronization Agent...........................................................................................70 The Event Management Service.....................................................................................................71 The Microsoft Search (Full−Text Indexing) Service.....................................................................71 Exchange Internet Protocol Access Components...........................................................................71 Exchange Connectors.....................................................................................................................72 Exchange Gateways.......................................................................................................................74 Clients for Exchange.............................................................................................................................74 The Outlook Client.........................................................................................................................75 The Internet Browser Client...........................................................................................................75 POP3 and IMAP4 Clients...............................................................................................................75 Schedule+ Clients...........................................................................................................................76 Microsoft Outlook Forms Designer Forms....................................................................................76 Custom Client−Based Applications...............................................................................................76 Summary...............................................................................................................................................76

Chapter 5: Designing a New Exchange 2003 System....................................................................................78

Overview...............................................................................................................................................78 Taking the Large View.........................................................................................................................78 Assigning Accountabilities for Planning, Design, and Management...................................................79

  

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Chapter 5: Designing a New Exchange 2003 System Assign Responsibilities for Planning and Design..........................................................................79 Assign Responsibilities for Day−to−Day Management.................................................................81 Performing a Needs Assessment...........................................................................................................82 Assess User Needs..........................................................................................................................82 Study Your Organizations Geographic Profile..............................................................................84 Assess Your Organizations Network.............................................................................................85 Planning Your Network Configuration.................................................................................................86 Establish Naming Conventions......................................................................................................87 Select a Microsoft Networking Domain Model.............................................................................91 Define Administrative Group Boundaries......................................................................................92 Define Routing Group Boundaries.................................................................................................92 Plan Routing Group Links..............................................................................................................93 Plan Servers and Internal Connections to Them............................................................................95 Plan Connections to Other Systems...............................................................................................99 Validate and Optimize Your Design............................................................................................100 Rolling Out the Plan...........................................................................................................................102 Summary.............................................................................................................................................103 Chapter 6: Upgrading to Windows Server 2003 and Exchange Server 2003..........................................104 Overview.............................................................................................................................................104 Upgrading from Windows 2000 Server to Windows Server 2003.....................................................106 Checking Hardware and Software on Windows 2000 Servers to Be Upgraded to Windows

  2003.......................................................................................................................................106 Ensuring that Windows 2000 Servers to Be Upgraded Are Running at Least Service Pack 3....107 Upgrading the Windows 2000 Forest Schema in Active Directory.............................................108 Upgrading Each Windows 2000 Domain in Which You Plan to Upgrade Windows 2000

  Servers to Windows 2003......................................................................................................109 Installing Windows 2003 on Each Windows 2000 Server to Be Upgraded................................109

  Upgrading from Exchange 2000 Server to Exchange Server 2003....................................................109 Preparing the Forest for Installation of Exchange 2003...............................................................110 Preparing the Domain for Installation of Exchange 2003............................................................110 Upgrading to Exchange 2003.......................................................................................................111

  Upgrading from Windows NT Server 4 to Windows Server 2003: Processes and Techniques.........111 Specifying a Windows Server 2003 Domain Structure................................................................112 Selecting from Among Windows Server 2003 Versions.............................................................121 Checking the Readiness of Your NT Server 4 System................................................................121 A Windows 2003 Upgrade Strategy.............................................................................................122 Active Directory Migration Tool.................................................................................................122

  Upgrading from Exchange Server 5.5 to Exchange Server 2003: Processes and Techniques...........123 Preparing Active Directory for Exchange Server 2003................................................................123

  Windows NT 4to2003 and Exchange 5.5to2003 Upgrades: Putting It All Together.........................124 A Simple NT 4toWindows 2003/Exchange 5.5to2003 Upgrade for Starters..............................125 More Complex Upgrades from Windows NT 4to2003 and Exchange 5.5 to2003......................129

  Summary.............................................................................................................................................134

  

Part 2: Installation.........................................................................................................................................136

Chapter List..........................................................................................................................................136

  

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Chapter 7: Installing Windows Server 2003 as a Domain Controller......................................................137

Overview.............................................................................................................................................137 Setting Up Server Hardware...............................................................................................................138 Getting Server Components in Order...........................................................................................139 Testing Key Components.............................................................................................................139 Installing Windows Server 2003 Software.........................................................................................141 Starting the Installation................................................................................................................141 Preparing Disk Partitions..............................................................................................................141 Setups Installation Wizard............................................................................................................142 Configuring Your First Windows 2003 Server...................................................................................146 Using Microsoft Management Console..............................................................................................152 A Quick Look at Active Directory......................................................................................................155 Configuring DHCP and Dynamic DNS..............................................................................................159 Configuring DHCP to Automatically Assign IP Addresses to Computers on Your Network.....159 Ensuring That Dynamic DNS Is Enabled.....................................................................................162 Configuring DHCP to Automatically Assign Fixed IP Addresses to Computers on Your Network.................................................................................................................................164 Configuring Unallocated Disk Space..................................................................................................167 Installing an Uninterruptible Power Supply.......................................................................................172 The UPS Itself..............................................................................................................................172 Configuring UPS Support............................................................................................................173 Setting Up a Windows Server 2003 Backup.......................................................................................174 Hardware......................................................................................................................................175 Setting Up a Basic Backup...........................................................................................................175 Summary.............................................................................................................................................187

Chapter 8: Installing Exchange Server 2003...............................................................................................188

Overview.............................................................................................................................................188 Installing a Windows 2003 Stand−Alone Server................................................................................188 Verifying Server Hardware..........................................................................................................188 What to Install Where...................................................................................................................189 Installing Windows Server 2003..................................................................................................189 Getting Ready to Install Exchange Server 2003.................................................................................190 Security Issues..............................................................................................................................190 Gathering Installation Information...............................................................................................194 Running the Exchange Server 2003 Setup Program...........................................................................195 Post−Installation Activities.................................................................................................................199 Exchange Server 2003's Windows Program Group.....................................................................200 Verifying That Exchange Server Services Are Running..............................................................200 Setting Up Microsoft Management Console for Exchange Server 2003.....................................202 Granting Permission for the Exchange Administration Group to Manage Exchange Server......204 Mailbox−Enabling a Windows 2003 User..........................................................................................207 Backing Up Exchange Server 2003....................................................................................................209 Summary.............................................................................................................................................212

Part 3: The Outlook Client............................................................................................................................213

Chapter List..........................................................................................................................................213

  

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Chapter 9: Installing Outlook 2003 from a Customized Server Image....................................................214

Overview.............................................................................................................................................214 Customizing Outlook 2003 for Installation on User Workstations....................................................215 Installing Office 2003 on an Administrative Installation Point...................................................216 Customizing Outlook 2003..........................................................................................................218 Installing the Outlook 2003 Client on a Workstation.........................................................................231 Updating a Custom Installation....................................................................................................232 Summary.............................................................................................................................................232

Chapter 10: A Quick Overview of Outlook 2003........................................................................................233

Overview.............................................................................................................................................233 Starting Up and Modifying a Newly Installed Client.........................................................................233 Sending and Receiving a Message with an Outlook 2003 Client.......................................................237 Outlook Profiles Continued................................................................................................................240 Creating a New Public Folder.............................................................................................................245 Using Outlook 2003s E−mail Menus..................................................................................................248 The File Menu..............................................................................................................................248 The Edit Menu..............................................................................................................................251 The View Menu............................................................................................................................252 The Go Menu................................................................................................................................254 The Tools Menu...........................................................................................................................254 The Actions Menu........................................................................................................................258 Summary.............................................................................................................................................260

Part 4: Basic Exchange Server 2003 Management.....................................................................................261

Chapter List..........................................................................................................................................261

Chapter 11: Managing Exchange Users, Distribution Groups, and Contacts.........................................262

Overview.............................................................................................................................................262 An Overview of the Active Directory Users and Computers Snap−In...............................................262 Microsoft Management Console..................................................................................................262 Getting Comfortable with the Active Directory Users and Computers Snap−In.........................264 Preliminary Settings............................................................................................................................266 Turning On Advanced Features...................................................................................................266 Default E−Mail Address Formats................................................................................................268 Managing Exchange Recipients..........................................................................................................273 Managing Exchange Users...........................................................................................................273 Creating and Managing Mailbox−Enabled Users........................................................................274 Creating and Managing Mail−Enabled Users..............................................................................292 Creating and Managing Distribution Groups...............................................................................296 Creating and Managing Contacts.................................................................................................303 Finding Exchange Recipients.......................................................................................................304 Summary.............................................................................................................................................306

Chapter 12: Managing the Exchange Server Hierarchy and Core Components....................................308

Overview.............................................................................................................................................308 The Exchange Server Hierarchy.........................................................................................................308 Managing the Organization..........................................................................................................310 Managing Administrative Groups................................................................................................310 Creating and Managing Public Folders........................................................................................325

  

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   Chapter 12: Managing the Exchange Server Hierarchy and Core Components Exchange Core Components...............................................................................................................333 The Information Store..................................................................................................................334 The Routing Engine......................................................................................................................357 The System Attendant..................................................................................................................357 Summary.............................................................................................................................................357

Part 5: Expanding an Exchange Server Organization...............................................................................359

Chapter List..........................................................................................................................................359

Chapter 13: Managing Exchange 2003 Internet Services..........................................................................360

Overview.............................................................................................................................................360 How Internet Messaging Works.........................................................................................................360 TCP/IP: The Backbone of Internet Networking...........................................................................361 DNS and SMTP: The Dynamic Duo of Internet Messaging........................................................362 Internet Messaging: Getting and Staying Connected..........................................................................364 Setting Up and Managing TCP/IP................................................................................................365 Setting Up and Managing DNS....................................................................................................366 Setting Up and Managing SMTP.................................................................................................369 Summary.............................................................................................................................................412

Chapter 14: Managing Exchange 2003 Services for Internet Clients.......................................................415

Overview.............................................................................................................................................415 Virtual Servers and Front−End/Back−End Servers............................................................................415 Exchange 2003 Virtual Servers Are Not Just for SMTP..............................................................415 Front−End/Back−End Exchange Server Configurations.............................................................417 Managing Post Office Protocol Version 3 (POP3) Messaging...........................................................418 POP3 Setup: The Exchange Server Side......................................................................................418 POP3 Setup: The Client Side.......................................................................................................422 Managing Internet Message Access Protocol Version 4 (IMAP4) Messaging..................................428 IMAP4 Setup: The Exchange Server Side...................................................................................429 IMAP4 Setup: The Client Side.....................................................................................................430 Managing Hypertext Transport Protocol (HTTP) Messaging............................................................434 Outlook Web Access Management: The Server Side..................................................................435 Outlook Web Access (HTTP) Setup: The Client Side.................................................................441 Managing Windows 2003 Support for the Lightweight Directory Access Protocol (LDAP)............444 LDAP Setup: The Server Side......................................................................................................445 LDAP Setup: The Client Side......................................................................................................447 Managing Exchange Server Support for the Network News Transfer Protocol (NNTP)...................451 NNTP Setup: The Server Side......................................................................................................452 NNTP Setup: The Client Side......................................................................................................471 Summary.............................................................................................................................................474

Chapter 15: Installing and Managing Additional Exchange Servers.......................................................476

Overview.............................................................................................................................................476 Adding an Exchange Server to a Domain's Default Administrative Group.......................................476 Installing an Additional Windows 2003 Server...........................................................................476 Installing an Additional Exchange 2003 Server...........................................................................476 Managing Multiple Servers in a Domain's Default Administrative Group........................................478 Creating Mailbox−Enabled Windows 2003 Users.......................................................................479

  

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   Chapter 15: Installing and Managing Additional Exchange Servers Enhancing Exchange Server Monitoring.....................................................................................480 Using System Policies..................................................................................................................482 Implementing Full−Text Indexing...............................................................................................483 Creating Information Store Databases.........................................................................................483 Working with Public Folders.......................................................................................................484 Moving a Mailbox from One Exchange Server to Another.........................................................486 Backing Up Exchange Databases.................................................................................................487 Implementing Front−End/Back−End Server Topologies.............................................................488 Adding an Exchange Server to a New Administrative Group in a Domain.......................................491 Administrative Groups, Routing Groups, and Exchange Server 5.5 Sites...................................491 Adding a New Administrative Group to an Exchange Organization...........................................492 Installing a New Exchange Server in a New Administrative Group............................................493 Managing Multiple Administrative Groups in a Domain...................................................................495 Delegating Control of an Administrative Group..........................................................................495 Adding Subcontainers to Administrative Groups........................................................................497 Using Routing Groups and Connectors........................................................................................498 Managing Public Folders..............................................................................................................508 Installing an Exchange Server in a New Domain in the Same Windows 2003 Forest.......................513 Installing a Domain Controller for a New Windows 2003 Domain.............................................513 Installing Exchange Server 2003..................................................................................................519 Managing Servers in Multidomain Environments..............................................................................521 Cross−Domain Management of Windows 2003 Servers.............................................................521 Managing Exchange 2003 Servers in Multidomain Environments..............................................524 Summary.............................................................................................................................................527

Part 6: Exchange and Outlook: The Next Level.........................................................................................528

Chapter List..........................................................................................................................................528

Chapter 16: Advanced Exchange Server Administration and Management...........................................529

Overview.............................................................................................................................................529 Tracking Messages..............................................................................................................................529 Tracking User Messages..............................................................................................................529 Tracking System Messages..........................................................................................................533 Adding Proxy Addresses to a Mailbox...............................................................................................534 Creating Proxy Addresses............................................................................................................534 Telling DNS about New Proxy Addresses...................................................................................536 Managing Organization−Wide Settings..............................................................................................536 Managing Recipient Policies........................................................................................................536 Managing Address Lists...............................................................................................................543 Managing Details and Address Templates...................................................................................545 Managing Organization−Wide Mailbox Message Defaults.........................................................546 Monitoring Exchange Connectors......................................................................................................547 Active Directory Imports and Exports................................................................................................548 Troubleshooting Exchange Server......................................................................................................550 Supporting Remote and Roving Clients.............................................................................................552 RPC Over HTTP..........................................................................................................................552 RCP Over TCP/IP........................................................................................................................561 Supporting Roving Users.............................................................................................................562 Migrating Foreign Messaging System Users to Exchange.................................................................562

  

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   Chapter 16: Advanced Exchange Server Administration and Management Summary.............................................................................................................................................563

Chapter 17: Exchange Server Reliability and Availability........................................................................565

Overview.............................................................................................................................................565 Redundant Systems.............................................................................................................................565 Server Redundancy.......................................................................................................................565 Network Redundancy...................................................................................................................570 Standard Backup and Recovery vs. Disaster Recovery......................................................................571 Standard Backup and Recovery..........................................................................................................572 Windows Server 2003 Backup.....................................................................................................572 Exchange Backup Strategies........................................................................................................573 Exchange Recovery Strategies.....................................................................................................576 Testing Backups...........................................................................................................................585 Disaster Recovery...............................................................................................................................585 Disaster Recovery Strategies........................................................................................................586 The Tao of Disaster Recovery......................................................................................................589 Summary.............................................................................................................................................590

Chapter 18: Exchange Server System Security...........................................................................................592