Best Practices
by MCSA Michael Noel - MCSE+I, CISSP Kenton Gardinier - MCSE MCSA, Joe R. Coca, Ran
Microsoft® Exchange Server 2003 Unleashed
- Copyright
- Foreword
- Acknowledgments
- We Want to Hear from You!
- Introduction
- Microsoft Exchange Server 2003 Overview
- Exchange Server 2003 Technology Primer
- Using Exchange 2003 As an Email and Calendaring Solution
- Taking Advantage of Active Directory in Exchange
- Leveraging the Exchange 2003 As a Web Access Solution
- Expanding into the New Wireless and Mobility Technologies
- Choosing the Right Time to Migrate to Exchange 2003
- Understanding the Two Versions of Exchange 2003
- Understanding How Improvements in Windows 2003 Enhance Exchange 2003
- Reliability Enhancements in Exchange Server 2003
- Expanding on Manageability and Administration Benefits of Exchange 2003
- Improvements in Exchange 2003 Security
- Leveraging Mobility in Exchange 2003
- Performance Improvements in Exchange 2003
- Solidifying Core Technologies for Exchange 2003
- Summary
- Best Practices
- Planning, Prototyping, Migrating, and Deploying Exchange Server 2003
- Initiation, Planning, Testing, and Implementation: The Four Phases to the Upgrade
- Initiation Phase: Defining the Scope and Goals
- Initiation Phase: Creating the Statement of Work
- Planning Phase: Discovery
- Planning Phase: Creating the Design Document
- Creating the Migration Document
- The Prototype Phase
- The Testing Phase: Validating the Plan to a Limited Number of Users
- The Implementation
- Summary
- Best Practices
- Installing Exchange Server 2003
- Preparing for Implementation of Exchange 2003
- Preparing to Install Exchange 2003
- Conducting Preinstallation Checks on Exchange 2003
- Performing an Interactive Installation of Exchange Server 2003
- Performing a Scripted Installation of Exchange Server 2003
- Completing the Installation of Exchange 2003
- Performing Postinstallation Configurations
- Configuring Additional Server Services
- Testing the Exchange 2003 Installation
- Summary
- Best Practices
- Exchange Server 2003 Technology Primer
- Microsoft Exchange Server 2003 Messaging
- Exchange Server 2003 Design Concepts
- Formulating a Successful Design Strategy
- Getting the Most Out of Exchange Server 2003 Functionality
- Active Directory Design Concepts for Exchange Server 2003
- Determining Exchange Server 2003 Placement
- Configuring Exchange Server 2003 for Maximum Performance and Reliability
- Securing and Maintaining an Exchange Server 2003 Implementation
- Summary
- Best Practices
- Designing an Enterprise Exchange Server 2003 Environment
- Designing for Small Organizations—Company123
- Designing for Midsize Organizations—OrganizationY
- Designing for Large Organizations—CompanyABC
- Designing Active Directory for Exchange Server 2003
- Determining Hardware and Software Components
- Designing Exchange Infrastructure
- Integrating Client Access into Exchange Server 2003 Design
- Summarizing Design Examples
- Summary
- Best Practices
- Integrating Exchange Server 2003 in a Non-Windows Environment
- Synchronizing Directory Information with Microsoft Identity Integration Services (MIIS) 2003
- Synchronizing Exchange Server 2003 with Novell eDirectory
- Managing Identity Information Between LDAP Directories and Exchange Server 2003
- Using Services for Unix to Integrate Unix Environments with Exchange Server 2003
- Summary
- Best Practices
- Exchange Server 2003 Design Concepts
- Networking Services' Impact on Microsoft Exchange
- Domain Name System Impact on Exchange Server 2003
- Global Catalog and Domain Controller Placement
- Configuring Routing and Remote Access for Mobile Users
- Windows Server 2003 Routing and Remote Access Features and Services
- Configuring Routing and Remote Access Service Architecture
- Examining Virtual Private Networks
- Outlining Authentication Options to an RRAS System
- Examining VPN Protocols
- Choosing Between PPTP and L2TP/IPSec
- Installing and Configuring Routing and Remote Access
- Configuring Remote Access Clients
- Using RRAS Tools and Utilities
- Remote Access Scenarios
- Summary
- Best Practices
- Outlook Web Access 2003
- Securing a Microsoft Exchange Server 2003 Environment
- Client-Level Security
- Server-Level Security
- Microsoft's Trustworthy Computing Initiative
- Assessing Your Risks
- Designing a Secure Messaging Environment
- Exchange Server-side Security Improvements
- Tips, Tricks, and Best Practices for Hardening Windows Server 2003
- Securing by Functional Roles of the Server
- Standardizing Exchange Server 2003 Servers
- Protecting Exchange Server 2003 from Viruses
- Combating Spam
- Summary
- Best Practices
- Transport-Level Security
- The Onion Approach
- Using Public Key Infrastructure with Exchange Server 2003
- Supporting S/MIME
- Protecting Communications with IP Security
- Configuring IPSec
- Locking Down SMTP
- Securing Routing Group Connectors
- Securing Other Exchange-Supported Protocols
- Protecting Client–to–Front-end–Server Communications
- Locking Down Front-end and Back-end Server Communications
- Summary
- Best Practices
- Migrating to Microsoft Exchange Server 2003
- Migrating from NT4 to Windows Server 2003
- Defining the Migration Process
- Upgrading a Single Member Server
- Upgrading an NT 4.0 Domain Structure to Active Directory via the In-Place Upgrade Process
- Migrating Existing NT4 Domains to a New Windows Server 2003 Forest
- Understanding and Using the Microsoft Active Directory Migration Tool 2.0 (ADMT v2)
- Migrating Accounts Using the Active Directory Migration Tool
- Summary
- Best Practices
- Migrating from Exchange v5.5 to Exchange Server 2003
- Understanding Exchange 5.5 Migration Options and Strategies
- Comparing Exchange 5.5 and Exchange Server 2003 Environments
- Prerequisites for Migrating to Exchange Server 2003
- Structuring the Migration for Best Results
- Preparing the Active Directory Forest and Domain for Exchange Server 2003
- Installing and Configuring the Active Directory Connector
- Installing the First Exchange Server 2003 System in an Exchange 5.5 Site
- Understanding Exchange Server 2003 Mailbox-Migration Methods
- Migrating Exchange 5.5 Public Folders to Exchange Server 2003
- Migrating Exchange 5.5 Connectors and Services to Exchange Server 2003
- Completing the Migration to Exchange Server 2003
- Summary
- Best Practices
- Migrating from Exchange 2000 to Exchange Server 2003
- Outlining Migration Options from Exchange 2000 to Exchange Server 2003
- Deploying a Prototype Lab for the Exchange Server 2003 Migration Process
- Migrating to Exchange Server 2003 Using the In-Place Upgrade Approach
- Migrating to Exchange Server 2003 Using the Move Mailbox Method
- Summary
- Best Practices
- Compatibility Testing for Exchange Server 2003
- The Importance of Compatibility Testing
- Preparing for Compatibility Testing
- Researching Products and Applications
- Verifying Compatibility with Vendors
- Lab-Testing Existing Applications
- Documenting the Results of the Compatibility Testing
- Determining Whether a Prototype Phase Is Required
- Summary
- Best Practices
- Migrating from NT4 to Windows Server 2003
- Microsoft Exchange Server 2003 Administration and Management
- Exchange Server 2003 Mailbox, Distribution Group, and Administrative Group Administration
- Exchange Administration and the Delegation Wizard
- Managing Mailboxes and Message Settings in Exchange Server 2003
- Managing New Mailbox Features
- Moving Exchange User Mailboxes
- Creating and Managing Exchange Contacts
- Planning and Creating Distribution Groups
- Creating and Managing Exchange Server 2003 Administrative Groups
- Creating and Managing Routing Groups
- Using Recipient Policies
- Administering Recipient Update Services
- Using the Mailbox Recovery Center Tool
- Using the Mailbox Manager Utility
- Summary
- Best Practices
- Exchange Server 2003 Management and Maintenance Practices
- Managing Exchange Server 2003
- Auditing the Environment
- Managing Exchange Server 2003 Remotely
- Maintenance Tools for Exchange Server 2003
- Best Practices for Performing Database Maintenance
- Prioritizing and Scheduling Maintenance Best Practices
- Post-Maintenance Procedures
- Reducing Management and Maintenance Efforts
- Summary
- Best Practices
- Documenting an Exchange Server 2003 Environment
- Planning Exchange Server 2003 Documentation
- Benefits of Documentation
- Design and Planning Documentation
- Developing the Migration Documentation
- Exchange Server 2003 Environment Documentation
- Administration and Maintenance Documentation
- Disaster Recovery Documentation
- Performance Documentation
- Security Documentation
- Training Documentation
- Summary
- Best Practices
- Using Terminal Services to Manage Exchange Servers
- Exchange Server 2003 Mailbox, Distribution Group, and Administrative Group Administration
- New Mobility Functionality in Microsoft Exchange Server 2003
- Designing Mobility in Exchange Server 2003
- Accessing Outlook Using VPN Connectivity
- Leveraging Exchange ActiveSync for PDA Mobile Communications
- Using Outlook Mobile Access for Browser-Based Devices
- Designing the Appropriate Use of Exchange 2003 Mobility Capabilities
- Using Exchange Mobility for the Mobile Executive
- Replacing Laptops with Mobile Pocket Devices
- Leveraging a Low-Cost PDA Instead of an Expensive Tablet
- Summary
- Best Practices
- Implementing Mobile Synchronization in Exchange Server 2003
- Configuring Client Systems for Mobility
- Identifying Mobile Devices to Be Supported
- Supporting the Pocket PC 2002 Synchronization with Microsoft Exchange 2003
- Supporting Pocket PC 2003 Synchronization with Exchange 2003
- Using the Pocket PC 2002 and Pocket PC 2003
- Working with Smartphones
- Establishing a Link from a Mobile Phone to Exchange 2003
- Using Outlook Mobile Access to Exchange Server 2003
- Summary
- Best Practices
- Designing Mobility in Exchange Server 2003
- Client Access to Microsoft Exchange Server 2003
- Getting the Most Out of the Microsoft Outlook Client
- Everything You Need to Know About Outlook Web Access Client
- Understanding Microsoft's Direction on OWA
- Using the Basics of OWA/2003
- What's New in the OWA Client (Since Exchange 2000)
- Getting to Know the Look and Feel of OWA/2003
- Using OWA Mail Features
- Taking Advantage of Advanced OWA Features
- Customizing OWA Options
- Using the Calendar in OWA
- Gaining Functionality from the Meeting Invitation Functions
- Using Tasks in OWA
- Using Contacts in OWA
- Understanding OWA Security Features
- Tips for OWA Users with Slow Access
- Summary
- Best Practices
- Outlook for Non-Windows Systems
- Client Administration and Management
- Fault Tolerance and Optimization Technologies
- System-level Fault Tolerance (Clustering/Network Load Balancing)
- Clustering and Load Balancing with Exchange 2003 Server
- Clusters and Load Balancing Requirements
- Implementing Fault-Tolerant Exchange Systems
- Installing Exchange Server 2003 Clusters
- Managing Exchange 2003 Clusters
- Outlook Web Access Front-end Server and Load Balancing Clusters
- Summary
- Best Practices
- Backing Up the Exchange Server 2003 Environment
- Using Backup to Solve Department Challenges
- Maintaining Documentation on the Exchange Environment
- Developing a Backup Strategy
- Backing Up the Windows Server 2003 and Exchange Server 2003
- Using the Windows Backup Utility (Ntbackup.exe)
- Backing Up Specific Windows Services
- Managing Media in a Structured Backup Strategy
- Summary
- Best Practices
- Recovering from a Disaster
- Identifying the Extent of the Problem
- What to Do Before Performing Any Server-Recovery Process
- Preparing for a More Easily Recoverable Environment
- Recovering from a Site Failure
- Recovering from a Disk Failure
- Recovering from a Boot Failure
- Recovering from a Complete Server Failure
- Recovering Exchange Application and Exchange Data
- Recovering from Database Corruption
- Using the Recovery Storage Group in Exchange Server 2003
- Recovering Internet Information Services
- Recovering the Cluster Service
- Recovering Windows Server 2003 Domain Controllers
- Recovering Active Directory
- Summary
- Best Practices
- Capacity Analysis and Performance Optimization
- Examining Exchange Server 2003 Performance Improvements
- Analyzing Capacity
- Monitoring Exchange Server 2003
- Analyzing and Monitoring Core Elements
- Properly Sizing Exchange Server 2003
- Optimizing Exchange Through Ongoing Maintenance
- Monitoring Exchange with Microsoft Operations Manager
- Summary
- Best Practices
- System-level Fault Tolerance (Clustering/Network Load Balancing)
- Index
Best Practices
The following are best practices from this chapter:
Use the in-place upgrade procedure for “quick and dirty” upgrades or when server equipment is newer.
Use the move mailbox procedure when deploying new server hardware or changing basic server architecture, or for risk-averse migrations.
Create a prototype lab to test the migration process and validate design assumptions.
Keep an Exchange 2000 Server in place to support legacy tools—such as Conferencing Server, KMS, Chat, and Instant Messenger Server—and other non-supported functionality if it is required in the migrated environment.
Leave legacy Exchange 2000 Servers in place for a few weeks following a move mailbox migration to ensure that all clients are redirected to their new mailbox locations.
Consider the use of advanced tools—such as MIIS 2003, InterOrg/PF, and dedicated Exchange forests—for complex situations involving multiple Exchange organizations.
When using the move mailbox approach, allow time between the deployment of the new servers and the migration to enable the new servers to “burn in.” This is also an ideal time to migrate a pilot set of users.
Use the Exchange Deployment Tools to help minimize any issues associated with the migration process.
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