Exchange Server 2010 Unleashed

Exchange Server 2010 Unleashed

Paperback Unleashed

By (author) Rand Morimoto, By (author) Michael Noel, By (author) Chris Amaris, By (author) Andrew Abbate, By (author) Mark Weinhardt

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  • Publisher: Sams Publishing
  • Format: Paperback | 1320 pages
  • Dimensions: 180mm x 234mm x 53mm | 2,041g
  • Publication date: 15 October 2009
  • Publication City/Country: Indianapolis
  • ISBN 10: 0672330466
  • ISBN 13: 9780672330469
  • Edition: 1
  • Illustrations note: Illustrations
  • Sales rank: 264,205

Product description

Microsoft Exchange Server 2010 Unleashed is the ultimate guide to designing, deploying, managing, troubleshooting, and supporting any Exchange Server 2010 environment, no matter how large or complex. Drawing on their extensive experience with hundreds of enterprise Exchange Server environments--including Exchange Server 2010 early adopters--the authors thoroughly cover every stage of the Exchange Server 2010 lifecycle. They present detailed recommendations, proven tips and tricks, and step-by-step techniques for implementation and migration planning, architecture, installation, administration, security, monitoring, integration, availability, optimization, and much more. Rand Morimoto and his expert colleagues also offer indispensable practical guidance for making the most of Microsoft Exchange Server 2010's many enhancements--from its improved web access to its enhanced support for Unified Communications and Mobility. * Use proven best practices to plan your Exchange Server 2010 implementation * Architect higher-performance, lower-cost enterprise Exchange Server environments * Maximize the security of your Exchange Server infrastructure, transport, and messages * Migrate smoothly from Exchange Server 2003/2007 and Active Directory 2000/2003 to Exchange Server 2010 and Active Directory 2008 * Utilize Microsoft Operations Manager to monitor Exchange Server 2010 * Use Windows PowerShell to streamline Exchange Server management * Integrate other Microsoft technologies, including SharePoint 2007 and Office Communication Server 2007 * Leverage the full capabilities of the Outlook Web App (OWA) client * Provide robust messaging to non-Windows and non-Outlook systems * Implement Exchange Server's powerful new Database Availability Group replication feature * Back up Exchange Server 2010 environments and recover quickly from a disaster * Systematically optimize Exchange Server 2010 environments, including storage

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Author information

Rand H. Morimoto, Ph.D., MVP, MCITP, CISSP, has been in the computer industry for more than 30 years and has authored, coauthored, or been a contributing writer for dozens of books on Windows, Security, Exchange, BizTalk, and Remote and Mobile Computing. Rand is the president of Convergent Computing, an IT-consulting firm in the San Francisco Bay area that has been one of the key early adopter program partners with Microsoft, implementing beta versions of Microsoft Exchange Server 2010, SharePoint 2010, and Windows 2008 R2 in production environments more than 18 months before the initial product releases. Michael Noel, MCITP, CISSP, MVP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He authored multiple major industry books that have been translated into more than a dozen languages worldwide. Significant titles include SharePoint 2010 Unleashed, Exchange 2007 Unleashed, SharePoint 2007 Unleashed, Windows Server 2008 R2 Unleashed, ISA Server 2006 Unleashed, and many more. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael's writings and extensive public speaking experience across six continents leverage his real-world expertise helping organizations realize business value from Information Technology infrastructure. Chris Amaris, MCSE, CISSP/ISSAP, CHS III, is the chief technology officer and cofounder of Convergent Computing. He has more than 20 years experience consulting for Fortune 500 companies, leading companies in the technology selection, design, planning, and implementation of complex Information Technology projects. Chris has worked with Microsoft Exchange since the early beta days of version 4.0. He specializes in messaging, security, performance tuning, systems management, and migration. A Certified Information Systems Security Professional (CISSP) with an Information System Security Architecture Professional (ISSAP) concentration, Certified Homeland Security (CHS III), Windows 2003 MCSE, Novell CNE, Banyan CBE, and a Certified Project Manager, Chris is also an author, writer, and technical editor for a number of IT books, including Network Security for Government and Corporate Executives, Windows Server 2008 Unleashed, and Microsoft Operations Manager 2005 Unleashed. Chris presents on Messaging, Operations Management, Security, and Information Technology topics worldwide. Andrew Abbate, MCITP, is a 16-year veteran of consulting and IT with a wealth of practical knowledge on Exchange and Active Directory. Starting with his first migration of MS Mail to Exchange 4.0 through early adopter migrations to Exchange 2007, Andrew worked with some of the largest and most complex Exchange environments in North America. In addition to his Exchange background, Andrew has written several other books covering topics such as Windows 2003, Active Directory, and Information Security. Andrew currently enjoys the position of principal consultant and partner at Convergent Computing where he continues to consult with both large and small clients to help improve their IT practices. Mark Weinhardt, MCSE, has worked in various aspects of the computing industry for more than 20 years. With a background in military communications, Mark understands the importance of maintaining a reliable and secure infrastructure and has preserved that mentality with his transition to the private sector. Mark worked as a consultant with Convergent Computing for more than 11 years and is currently a senior exchange engineer at Yahoo! Inc., working with a fantastic team. With an infectious enthusiasm for technology, Mark has performed Windows and Exchange designs and implementations for companies throughout Northern California.

Back cover copy

"Microsoft Exchange Server 2010 Unleashed" is the ultimate guide to designing, deploying, managing, troubleshooting, and supporting any Exchange Server 2010 environment, no matter how large or complex. Drawing on their extensive experience with hundreds of enterprise Exchange Server environments--including Exchange Server 2010 early adopters--the authors thoroughly cover every stage of the Exchange Server 2010 lifecycle. They present detailed recommendations, proven tips and tricks, and step-by-step techniques for implementation and migration planning, architecture, installation, administration, security, monitoring, integration, availability, optimization, and much more. Rand Morimoto and his expert colleagues also offer indispensable practical guidance for making the most of Microsoft Exchange Server 2010's many enhancements--from its improved web access to its enhanced support for Unified Communications and Mobility. Use proven best practices to plan your Exchange Server 2010 implementation Architect higher-performance, lower-cost enterprise Exchange Server environments Maximize the security of your Exchange Server infrastructure, transport, and messages Migrate smoothly from Exchange Server 2003/2007 and Active Directory 2000/2003 to Exchange Server 2010 and Active Directory 2008 Utilize Microsoft Operations Manager to monitor Exchange Server 2010 Use Windows PowerShell to streamline Exchange Server management Integrate other Microsoft technologies, including SharePoint 2007 and Office Communication Server 2007 Leverage the full capabilities of the Outlook Web App (OWA) client Provide robust messaging to non-Windows and non-Outlook systems Implement Exchange Server's powerful new Database Availability Group replication feature Back up Exchange Server 2010 environments and recover quickly from a disaster Systematically optimize Exchange Server 2010 environments, including storage

Table of contents

Introduction 1 Part I: Microsoft Exchange Server 2010 Overview 1 Exchange Server 2010 Technology Primer 5 What Is Exchange Server 2010? 5 What's New in Exchange Server 2010? 13 Understanding Exchange Server 2010 Server Roles and Mail Flow 26 Understanding the Importance of Active Directory for an Exchange Server 2010 Environment 31 Installing and Migrating to Exchange Server 2010 32 Managing and Administering Exchange Server 2010 33 Summary 34 Best Practices 34 2 Planning, Prototyping, Migrating, and Deploying Exchange Server 2010 37 Initiation, Planning, Testing, and Pilot: The Four Phases to the Upgrade 38 Initiation Phase: Defining the Scope and Goals 40 Initiation Phase: Creating the Statement of Work 46 Planning Phase: Discovery 51 Planning Phase: Creating the Design Document 53 Creating the Migration Document 57 The Prototype Phase 62 The Pilot Phase: Deploying Services to a Limited Number of Users 65 The Production Migration/Upgrade 67 Summary 68 Best Practices 69 Part II: Planning and Designing an Exchange Server 2010 Environment 3 Understanding Core Exchange Server 2010 Design Plans 71 Planning for Exchange Server 2010 71 Understanding AD Design Concepts for Exchange Server 2010 76 Determining Exchange Server 2010 Placement 80 Configuring Exchange Server 2010 for Maximum Performance and Reliability 83 Securing and Maintaining an Exchange Server 2010 Implementation 86 Summary 87 Best Practices 87 4 Architecting an Enterprise-Level Exchange Server Environment 89 Designing Active Directory for Exchange Server 2010 89 Determining Hardware and Software Components 92 Designing Exchange Server Roles in an Exchange Server Environment 93 Designing Exchange Server Infrastructure 97 Integrating Client Access into Exchange Server 2010 Design 99 Summary 100 Best Practices 101 5 Integrating Exchange Server 2010 in a Non-Windows Environment 103 Synchronizing Directory Information with Forefront Identity Manager (FIM) 104 Managing Identity Information Between LDAP Directories and Exchange Server 2010 109 Using Services for UNIX to Integrate UNIX Systems with an Active Directory/Exchange Server 2010 Environment 111 Understanding the Identity Management for UNIX Components 118 Administrative Improvements with Windows Server 2008 121 Summary 122 Best Practices 123 6 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2010 125 Domain Name System and Its Role in Exchange Server 2010 125 Outlining the Types of DNS Servers 128 Examining DNS Components 129 Using DNS to Route SMTP Mail in Exchange Server 2010 137 Understanding DNS Requirements for Exchange Server 2010 138 Configuring DNS to Support Exchange Servers 144 Troubleshooting DNS Problems 144 Global Catalog and Domain Controller Placement 148 Examining the Role of Domain Controllers in AD 150 Defining the Global Catalog 152 Exploring DSAccess, DSProxy, and the Categorizer 159 Understanding AD Functionality Modes and Their Relationship to Exchange Server Groups 163 Summary 166 Best Practices 167 Part III: Implementing Exchange Server 2010 Services 7 Installing Exchange Server 2010 169 Understanding the Exchange Server 2010 Server Roles 170 Understanding the Prerequisites for Exchange Server 2010 171 Understanding High Availability and Site Resilience in Exchange Server 2010 174 Exchange Server 2010 Hardware Requirements 175 Understanding the Active Directory Requirements for Exchange Server 2010 176 Understanding Role Based Access Control 186 Planning Your Exchange Server 2010 Installation 188 Deploying Active Directory from Scratch 190 Preparing Your Environment for Exchange Server 2010 199 Installing Exchange Server 2010 206 Finalizing the Deployment 209 Summary 210 Best Practices 211 8 Implementing Edge Services for an Exchange 2010 Environment 213 Installing and Configuring the Edge Transport Server Components 214 Utilizing the Basic Sender and Recipient Connection Filters 222 Utilizing SenderID on an Edge Transport Server 231 Using Content Filtering to Isolate Inappropriate Content 237 Fine-Tuning Content Filtering 243 Using Content Filtering to Allow and Reject Domain-Level Content 245 Filtering Content in a Message Attachment 247 Using Sender/IP Reputation to Filter Content 250 Using Address Rewriting to Standardize on Domain Address Naming for an Organization 252 Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server 255 Implementing Safelist Aggregation for Outlook 2003 and Outlook 2007 259 Managing and Maintaining an Edge Transport Server 261 Forefront Online Security for Exchange Server 2010 265 Summary 266 Best Practices 266 9 Using Windows PowerShell in an Exchange Server 2010 Environment 269 What Is Windows PowerShell 269 Introducing the Exchange Management Shell 272 Understanding the Exchange Server Task Model 275 Starting the Exchange Management Shell 276 More on How PowerShell and EMS Work Together 280 Understanding the EMS Syntax 281 Creating Your Own Scripts 285 Managing Cmdlets 288 Introducing the Windows PowerShell Command Log 289 Using EMS to Do Administrative Mailbox Tasks 290 Using EMS to Do Reporting 295 Finding Other Resources 297 Summary 298 Best Practices 298 Part IV: Securing an Exchange Server 2010 Environment 10 Client-Level Secured Messaging 301 Microsoft's Trustworthy Computing Initiative 301 Securing Your Windows Environment 302 Exchange Server 2010 Client-Level Security Enhancements 311 Securing Outlook 2007 312 Protecting Against Spam 317 Securing Outlook Web App 322 Summary 324 Best Practices 325 11 Server and Transport-Level Security 327 Considering the Importance of Security in an Exchange Server 2010Environment 327 Components of a Secure Messaging Environment 331 Exchange Server-Level Security Features 344 Transport-Level Security Defined 350 Exchange Server 2010 SMTP Connectors 352 Edge Transport Server Connectors 359 Securing Windows for the Edge Transport Server Role 364 Summary 366 Best Practices 366 12 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2010 369 Understanding Public Key Infrastructure 370 Installing a Windows Certification Authority Server 376 Server Certificates in Exchange Server 2010 378 Implementing Secured Email Communications with Exchange Server 2010 383 Using Outlook to Send and Receive Digitally Signed and Encrypted Emails 388 Summary 394 Best Practices 394 13 Securing Exchange Server 2010 with ISA Server 397 Understanding the Internet Security and Acceleration (ISA) Server 2006 398 Outlining the Need for ISA Server 2006 in Exchange Server Environments 398 Outlining the Inherent Threat in Exchange Server HTTP Traffic 401 Securing Exchange Outlook Web App with ISA Server 2006 403 Securing POP and IMAP Exchange Server Traffic 412 Managing and Controlling Simple Mail Transfer Protocol (SMTP) Traffic 414 Logging ISA Traffic 417 Monitoring ISA from the ISA Console 420 Summary 425 Best Practices 425 14 Understanding Exchange Policy Enforcement Security 427 What Is Exchange Policy Management in Exchange Server 2010 428 Understanding Relevant Governmental Regulations for Policy Enforcement 428 Using Transport Agents in Exchange Server 2010 439 Understanding the Hub Role Transport Agents in Exchange Server 2010 440 Implementing Transport Agent Policies on the Edge 446 Creating Messaging Records Management Policies 448 Summary 453 Best Practices 453 Part V: Migrations and Coexistence with Exchange Server 2010 15 Migrating from Active Directory 2000/2003 to Active Directory 2008 455 Understanding What Needs to Be Migrated to Windows Server 2008 455 Understanding the Benefits to Upgrading Active Directory 458 Beginning the Migration Process 460 Big Bang Migration 463 Phased Migration 467 Multiple Domain Consolidation Migration 479 Summary 489 Best Practices 490 16 Transitioning from Exchange Server 2003/2007 to Exchange Server 2010 491 High-Level Guide for Transition from Exchange Server 2003 to Exchange Server 2010 492 High-Level Guide for Transition from Exchange Server 2007 to Exchange Server 2010 493 Understanding How to Transition to Exchange Server 2010 494 Understanding What's New and What's Different with Exchange Server 2010 497 Deploying a Prototype Lab for the Exchange Server 2010 Transition Process 502 Transitioning to a Brand-New Exchange Server 2010 Environment 504 Transitioning from Exchange Server 2003 to Exchange Server 2010 505 Transitioning from Exchange Server 2007 to Exchange Server 2010 520 Summary 521 Best Practices 521 17 Implementing Client Access and Hub Transport Servers 523 Understanding the Client Access Server 524 Installing the Client Access Server 544 Understanding the Hub Transport Server 546 Transport Pipeline 550 Installing the Hub Transport Server 553 Test Cmdlets for CAS and Hub Transport Servers 555 Summary 561 Best Practices 561 Part VI: Exchange Server 2010 Administration and Management 18 Administering an Exchange Server 2010 Environment 563 Introduction to Role Based Access Control 563 Administrative Tools 570 Performing Common Tasks 584 Recipient Configuration 604 Understanding Journaling 611 Understanding Archiving 616 Using the Exchange Server 2010 Toolbox 618 Exchange Server Coexistence 627 Server Administration 628 Summary 631 Best Practices 632 19 Exchange Server 2010 Management and Maintenance Practices 633 Proper Care and Feeding of Exchange Server 2010 633 Maintenance Tools for Exchange Server 2010 636 The Exchange Control Panel 640 Auditing the Environment 647 Best Practices for Performing Database Maintenance 656 Prioritizing and Scheduling Maintenance Best Practices 658 Post-Maintenance Procedures 663 Reducing Management and Maintenance Efforts 664 Summary 665 Best Practices 665 20 Using Operations Manager to Monitor Exchange Server 2010 667 OpsMgr Exchange Server 2010 Monitoring 668 What's New in OpsMgr R2 670 Explaining How OpsMgr Works 671 Outlining OpsMgr Architecture 674 Understanding How to Use OpsMgr 677 Understanding OpsMgr Component Requirements 680 Understanding Advanced OpsMgr Concepts 681 Securing OpsMgr 686 Installing Operations Manager 2007 R2 689 Installing Edge Transport Monitoring Certificates 697 Summary 703 Best Practices 704 21 Remote Administration of Exchange Server 2010 Servers 705 Certificates, Trust, and Remote Administration 706 Using the Exchange Management Console Remotely 707 Using the Remote Exchange Management Shell 707 Using the ECP Remotely 710 RDP with Exchange Server 2010 710 Summary 724 Best Practices 725 22 Documenting an Exchange Server 2010 Environment 727 Benefits of Documentation 728 Exchange Server 2010 Project Documentation 730 Exchange Server 2010 Environment Documentation 741 Exchange Server 2010 Administration and Maintenance Documents 744 Disaster Recovery Documentation 747 Performance Documentation 749 Security Documentation 750 Training Documentation 752 Summary 752 Best Practices 753 Part VII: Unified Communications in an Exchange Server 2010 Environment 23 Designing and Implementing Mobility in Exchange Server 2010 755 Understanding Mobility Enhancements in Exchange Server 2010 755 Enabling ActiveSync in Exchange Server 2010 757 Securing Access to ActiveSync with Secure Sockets Layer Encryption 760 Securing Access to ActiveSync Using Internet Security and Acceleration (ISA) Server 2006 764 Working with ActiveSync Policies 768 Working with Windows Mobile Pocket PC and Smartphone Editions 770 Summary 774 Best Practices 775 24 Designing and Configuring Unified Messaging in Exchange Server 2010 777 Unified Messaging Features 777 Unified Messaging Architecture 783 Unified Messaging Installation 797 Monitoring and Troubleshooting Unified Messaging 811 Unified Messaging Shell Commands 825 SIP Protocol 828 Summary 831 Best Practices 831 25 Collaborating Within an Exchange Server Environment Using Microsoft Office SharePoint Server 2007 833 Understanding the History of SharePoint Technologies 833 Identifying the Need for MOSS 2007 837 Exploring Basic MOSS Features 838 Exploring End-User Features in MOSS 845 Customizing and Developing MOSS Sites 851 Summary 854 Best Practices 854 26 Integrating Office Communications Server 2007 in an Exchange Server 2010 Environment 857 Understanding Microsoft's Unified Communications Strategy 858 Installing OCS 2007 R2 861 Exploring Office Communications Server Tools and Concepts 876 Installing and Using the Communicator 2007 Client 879 Web Conferencing 880 Summary 881 Best Practices 881 Part VIII: Client Access to Exchange Server 2010 27 Getting the Most Out of the Microsoft Outlook Client 883 Outlook over the Years 883 Highlighted Features in Outlook 2007 885 Security Enhancements in Outlook 2007 893 Implementing Outlook Anywhere 900 Deploying Outlook 2007 903 Using Outlook 2007 905 Using Cached Exchange Mode for Offline Functionality 914 Summary 919 Best Practices 920 28 Leveraging the Capabilities of the Outlook Web App (OWA) Client 921 Understanding Microsoft's Direction on OWA 922 What's New in OWA 2010? 924 Understanding Available Versions and Security Options 927 Using OWA 2010 931 Using the Calendar in OWA 947 Using Tasks in OWA 952 Using Contacts in OWA 953 Using Keyboard Shortcuts 953 The Options Page 954 Signing Out of OWA 2010 967 Configuring OWA and IM Integration 967 Summary 972 Best Practices 972 29 Using Non-Windows Systems to Access Exchange Server 2010 973 Understanding Non-Windows--Based Mail Client Options 974 Outlook Express 977 Mac Mail, iCal, and Address Book 982 Configuring and Implementing Entourage for the Mac 984 Remote Desktop Connection Client for Mac 987 Understanding Other Non-Windows Client Access Methods 991 Summary 993 Best Practices 993 30 Deploying the Client for Microsoft Exchange Server 2010 995 Outlook 2007 Auto Account Setup 995 Understanding Deployment Options 999 Planning Considerations and Best Practices 1003 Preparing the Deployment 1005 Installing the Outlook Client for Exchange Server 1012 Pushing Outlook Client Software with Group Policies 1015 Deploying with Microsoft System Center Configuration Manager 2007 1023 Managing Post-Deployment Tasks 1025 Summary 1026 Best Practices 1026 Part IX: Data Protection and Disaster Recovery of Exchange Server 2010 31 Database Availability Group Replication in Exchange Server 2010 1027 Understanding Database Availability Groups 1028 Deploying a Database Availability Group 1030 Comparing and Contrasting DAG Versus CCR/SCR/SCC 1050 Load Balancing in Exchange Server 2010 1052 Summary 1057 Best Practices 1057 32 Backing Up the Exchange Server 2010 Environment 1059 Understanding the Importance of Backups 1059 Establishing Service Level Agreements 1061 Supporting Backups with Documentation 1063 Logging Daily Backup Results and Evaluation 1066 Roles and Responsibilities 1066 Developing a Backup Strategy 1067 What to Back Up on Exchange Servers 1071 The Need for Backups with Database Availability Groups 1074 Backing Up Windows Server 2008 and Exchange Server 2010 1075 Backing Up Specific Windows Services 1078 Summary 1081 Best Practices 1082 33 Recovering from a Disaster in an Exchange Server 2010 Environment 1085 Identifying the Extent of the Problem 1086 What to Do Before Performing Any Server-Recovery Process 1090 Preparing for a More Easily Recoverable Environment 1091 Recovering from a Site Failure 1094 Recovering from a Disk Failure 1098 Recovering from a Boot Failure 1100 Recovering from a Complete Server Failure 1101 Recovering Exchange Server Application and Exchange Server Data 1103 Recovering from Database Corruption 1105 Recovering Internet Information Services 1109 Recovering Windows Server 2008 Domain Controllers 1109 Recovering Active Directory 1110 Summary 1112 Best Practices 1113 Part X: Optimizing Exchange Server 2010 Environments 34 Optimizing an Exchange Server 2010 Environment 1115 Examining Exchange Server 2010 Performance Improvements 1116 Analyzing Capacity and Performance 1119 Optimizing Exchange Server 2010 Servers 1122 Monitoring Exchange Server 2010 1131 Analyzing and Monitoring Core Elements 1131 Properly Sizing Exchange Server 2010 1137 Optimizing Exchange Server Through Ongoing Maintenance 1146 Monitoring Exchange Server with System Center Operations Manager 1146 Summary 1147 Best Practices 1147 35 Designing and Optimizing Storage in an Exchange Server 2010 Environment 1149 Defining the Technologies 1150 When Is the Right Time to Implement NAS and SAN Devices? 1152 Designing the Right Data Storage Structure for Exchange Server 2010 1154 Adding in Fault Tolerance for External Storage Systems 1160 Recommendations for SAN and NAS Solutions 1161 Making the Best Use of SAN/NAS Disks with Exchange Server 2010 1163 Summary 1167 Best Practices 1168 Index 1169