Introduction xxix
Part I Introduction to Exchange Server 2010 1
Chapter 1 Introduction to Exchange Server 2010 3
Brief History of Exchange Servers 4
New Features in Exchange Server 2010 6
Improvements in Exchange Server 2010 9
Discontinued Features 13
Features That Have Been Removed 13
A De-emphasized Feature 15
Comparison between Exchange Server 2007 and Exchange Server 2010 15
Client Benefits to Exchange Server 2010 20
Large Mailbox Support 20
Native Archiving Features 21
eDiscovery Features 22
Retention Policies and Legal Holds 23
User-Specific HTML Disclaimers 23
MailTips 24
Summary 25
Chapter Essentials 25
Part II Messaging Administrator's Guide to Exchange Server 2010 27
Chapter 2 Installing and Configuring Exchange Server 2010 29
Understanding the Administrator's Job Role 30
Installing Exchange Prerequisites 31
Preparing the Infrastructure for Exchange Server 2010 39
Active Directory Forests 39
Active Directory Partitions 40
Message Flow 40
Active Directory 41
Domain Name Service 44
Verifying Name Resolution 45
Running Network and Domain Controller Diagnostics Tests 46
Preparing the Infrastructure for Exchange Server 2010 Deployment 47
Verifying Domain and Forest Functional Levels 48
Preparing the Windows Active Directory Forest 49
Preparing Other Windows Active Directory Domains 54
Modifying Existing Exchange Organizations to Support Migration 56
Introducing the Server Roles 59
Mailbox Server 59
Hub Transport Server 60
Client Access Server 60
Edge Transport Server 61
Unified Messaging Server 62
Installing Microsoft Exchange Server 2010 62
Understanding Role Based Access Control 67
Management Role Groups 67
Management Role Assignment Policies 68
Direct User Role Assignment 69
Summary 71
Chapter Essentials 71
Chapter 3 Configuring Connectors, Routing and Transport, and Connectivity 73
Configuring Connectors 74
Configuring Send Connectors 75
Configuring Receive Connectors 81
Configuring Message Routing and Transport 88
Using Internal Message Routing 90
Using External Message Routing 92
Configuring and Managing EdgeSync 94
Configuring Transport 102
Configuring Client Access for Exchange Server 2010 107
Configuring Client Connectivity with Autodiscover 109
Configuring Client Access 121
Supporting POP3 and IMAP4 Clients 135
Configuring ActiveSync 140
Summary 150
Chapter Essentials 151
Chapter 4 Managing Exchange Server 2010
Mail-Enabled Objects 153
Understanding Databases in Exchange Server 2010 154
Creating Mailboxes 162
User Mailbox Properties 169
Creating Resource Mailboxes 176
Modifying Resource Mailbox Properties 180
Configuring Mail-Enabled Groups 190
Modifying Mail-Enabled Group Properties 193
Performing Basic Management with the Exchange Management Console 193
Managing Group Properties 194
Managing Dynamic Distribution Groups 198
Creating Dynamic Distribution Groups with the Exchange Management Console 199
Modifying Dynamic Distribution Groups 201
Configuring Mail Contacts 203
Creating Contacts with the Exchange Management Console 203
Modifying Mail Contacts 206
Moving Mailboxes 210
Using the Exchange Control Panel and Outlook Web App 214
Managing Myself in the Exchange Control Panel 215
Managing an Organization with the Exchange Control Panel 225
Managing Another User's Inbox with the Exchange Control Panel 229
Summary 230
Chapter Essentials 231
Chapter 5 Configuring and Managing Public Folders 233
Creating Public Folders 235
Creating a Public Folder Database 236
Designing a Public Folder Hierarchy 241
Creating Public Folders 241
Managing and Configuring Public Folders 246
Configuring a Public Folder Database 247
Changing the Default Public Folder Database 250
Using PFMC to Configure and Manage Public Folders 251
Configuring and Managing Public Folders with EMS 257
Managing Public Folders with Outlook Client 267
Introduction to ExFolders 269
Replicating Your Public Folders 270
Choosing a Replication Design 270
Replicating the Hierarchy 271
Replicating the Content 272
Understanding Backfill Events 276
Removing a Replica 276
Summary 277
Chapter Essentials 278
Chapter 6 Configuring Security, Compliance, and Policies 279
Configuring Role Based Access Control 281
Enabling Administrator Audit Logging 287
Introducing Message Compliance and Record Management 288
Configuring Managed Folders 289
Creating and Applying Retention Tags and Retention Policies and Using Archive Mailboxes 296
Scheduling the Managed Folder Assistant 300
Classifying Message Classifications 302
Configuring Information Rights Management 305
Assigning Legal Holds and Creating Mailbox Journaling Rules 307
Using Multi-Mailbox Search and Discovery Mailboxes 309
Configuring Transport Rules 311
Transport Predicates 312
Transport Actions 318
Working with Transport Rules 323
Managing Policies and Address Lists 325
Configuring Email Address Policies 325
Creating Address Lists 328
Configuring Mobile Device Policies 330
Configuring Antivirus and Antispam Solutions 334
Configuring Exchange Server 2010 Antispam 334
Using Forefront Protection 2010 for Exchange Server 351
Summary 357
Chapter Essentials 358
Chapter 7 Configuring High-Availability Solutions for Exchange Server 359
Introducing High Availability in Exchange Server 2010 360
Understanding Database Availability Groups 361
Using Database Availability Group Properties 363
Using Failover Clustering in Exchange Server 2010 366
Using Majority Node Set 367
Employing a Witness Server 367
Managing a Database Availability Group 371
Managing Database Copies 376
Seeding a Database Copy 376
Using Log Truncation 379
Suspending, Resuming, and Switching Over Database Copies 379
Configuring AutoDatabaseMountDial 380
Monitoring Database Copies 383
Availability for Client Access, Hub Transport, and Edge Transport Roles 392
Client Access Server Arrays 392
Determining the MAPI Endpoint 393
Installing and Configuring Network Load Balancing 403
Scoping the MAPI Ports 411
Using DNS Round-Robin 413
Summary 414
Chapter Essentials 414
Chapter 8 Disaster Recovery Operations for Exchange Server 415
What is Disaster Recovery? 416
Avoiding Disasters and Reacting to Them 417
Avoiding Data Loss 417
Reacting to Disasters 418
Configuring Backups 420
Using Replication-Based Backup 422
Creating, Modifying, and Performing Backup Jobs 423
Monitoring and Validating Backup Jobs 425
Repairing a Damaged Exchange Database 426
Recovering Messaging Data 430
Recovering Messages with Deleted Items Retention 430
Recovering Deleted Mailboxes with Deleted Mailbox Retention 431
Recovering Mailbox Databases 433
Backing Up and Recovering a Mailbox Server Configuration 437
Backing Up and Recovering Server Roles 437
Backing Up and Recovering a Client Access Server 437
Backing Up and Recovering a Hub Transport Server 438
Backing Up and Recovering an Edge Transport Server 439
Summary 441
Chapter Essentials 441
Chapter 9 Monitoring and Reporting with Exchange Server 2010 443
Monitoring Databases 444
Performing Message Tracking 454
Reviewing Message Tracking 455
Configuring Message Tracking 457
Using the Routing Log Viewer 460
Monitoring Client Connectivity 461
Using the Test Cmdlets to Test Functionality 464
Creating Server Reports 465
Creating Health Reports 465
Creating Availability Reports 469
Creating Usage Reports 471
Using Administrator Audit Logging 475
Summary 477
Chapter Essentials 477
Part III Messaging Professional's Guide to Exchange Server 2010 479
Chapter 10 Planning the Exchange Server 2010
Migration and Infrastructure 481
Understanding the Messaging Professional's Job Role 482
Using a Framework for Deploying Exchange Server 2010 483
Preparing Exchange Server 2010 for Deployment 484
Satisfying DNS Requirements 484
Planning the Site Topology 485
Defining Deployment Locations 486
Planning Namespaces 488
Planning the Active Directory Forest 489
Forest Functional Levels 490
Satisfying Schema Requirements 491
Planning Your Migration and Coexistence 491
Using the Exchange Deployment Assistant 492
Planning Coexistence with Exchange Server 2003 492
Planning Coexistence with Exchange Server 2007 493
Planning Coexistence with Third-Party Email Systems 494
Upgrading from Previous Versions of Exchange 494
Planning Public Folder Coexistence and Migration 496
Migrating Mailboxes to Exchange 2010 500
Configuring the Recipient Update Service 501
Converting LDAP Filters to OPATH Filters 502
Planning Unified Messaging Server Coexistence 503
Removing Legacy Exchange Servers 503
Summary 505
Chapter Essentials 506
Chapter 11 Designing and Deploying Mailbox Services 507
Designing Mailbox Services 508
Understanding the Exchange Storage Structure 508
Determining Mailbox Server Hardware Requirements 511
Determining Whether to Deploy Public Folders 516
Defining Naming Conventions 517
Provisioning Mailboxes 519
Deploying the Mailbox Server Role 521
Installation Prerequisites 521
Sizing Mailbox Server Hardware 523
Deploying Public Folders 527
Summary 528
Chapter Essentials 529
Chapter 12 Designing Routing and Client Connectivity 531
Getting to Know Exchange 2010 Server Transport and Routing Features 532
What is Shadow Redundancy? 533
Understanding Transport Service and the Mail.que ESE Database 536
Understanding Moderated Transport 536
Measuring End-To-End Message Latency 537
Integrating Cross-Premises Message Routing 537
Understanding Version-Based Routing 537
Improvements in Edge Synchronization 538
Planning Exchange Server 2010 Routing 538
Understanding Exchange 2010 Server Role Dependencies 539
Understanding Active Directory Dependencies and Routing 541
Migrating and Coexistence Considerations 546
Defining Transport Server Hardware 546
Understanding Transport Server Storage 547
Defining the Processor and Memory Requirements 548
Planning the Number of Transport Servers 549
Deploying the Exchange Server 2010 Infrastructure 549
Deploying a New Exchange Installation (Greenfield) 550
Upgrading and Coexistence with Exchange Server 2003 555
Upgrading and Coexistence with Exchange Server 2007 558
Exchange 2010 Client Access and Connectivity 562
Deploying Exchange Server 2010 Client Access Servers 564
Understanding Active Directory Topology 564
Planning Client Access Namespace and Proxying 564
Planning Client Access Load Balancing 566
Deciding on Software or Hardware Load Balancing 566
Restricting the MAPI Client Version 567
Encrypting Client Access Security 567
Choosing Hardware and Sizing 568
Deploying the Exchange Server 2010 Client Access Server Role 568
Upgrading and Coexistence with Exchange Server 2007 569
Upgrading and Coexistence with Exchange Server 2003 571
Proxying POP3 and IMAP4 Clients 571
Summary 574
Chapter Essentials 575
Chapter 13 Designing Security and Compliance 577
Designing Messaging Security and Compliance 578
Supporting S/MIME 578
Planning Secure Internal Receive Connectors 579
Securing Interorganization Email 580
Planning AD RMS Integration 580
Using Transport Rules 581
Planning Exchange Permissions Models 581
Designing Message Hygiene 585
Configuring FPES for Virus Protection 585
Configuring FPES for Spam and Phishing Protection 588
Designing Client Access Security 591
Designing ActiveSync Policies 591
Using ActiveSync Device Access Rules 593
Using OWA Segmentation 593
Encrypting Client Communication 593
Designing Message Archival and Discovery 594
Understanding Admin Audit Logging 594
Working with Message Tracking Logs 595
Reviewing Single Item Recovery, Journaling, and Legal Hold 595
Retaining Deleted Mailboxes 597
Introducing Message Records Management 598
Performing Multi-Mailbox Searches 601
Summary 602
Chapter Essentials 602
Chapter 14 Designing High Availability and Recovery 605
High Availability Overview 606
Designing and Deploying Exchange 2010 High Availability 608
Designing and Deploying High Availability for Exchange Infrastructure 608
Designing and Deploying High Availability for Mailbox Servers 609
Designing and Deploying High Availability for Client Access Servers 614
Designing and Deploying High Availability for Transport Servers 616
Designing and Deploying High Availability Across Sites 620
Designing Exchange Backup and Recovery 621
Backup and Recovery for Mailbox Servers 623
Backup and Recovery for Client Access Servers 628
Backup and Recovery for Transport Servers 628
Summary 629
Chapter Essentials 629
Appendix A Microsoft's Certification Program 631
How Do You Become Certified on Exchange Server 2010? 632
Tips for Taking a Microsoft Exam 633
Exam Registration 633
Certification Objectives Map 634
Appendix B About the Companion CD 645
What You'll Find on the CD 646
Video Walk-Throughs 646
Sybex Test Engine 646
Electronic Flashcards 646
PDF of the Book 646
Adobe Reader 646
System Requirements 647
Using the CD 647
Troubleshooting 647
Customer Care 648
Glossary 649
Index 673
