Exchange Server 2003 Environment Documentation

As the business and network infrastructure changes, it's not uncommon for the messaging infrastructure to change as well. Keep track of these changes as they progress through baselines (how the Exchange Server 2003 environment was built) and other forms of documentation, such as the configuration settings and connectivity diagrams of the environment.

Server Build Procedures

The server build procedure is a detailed set of instructions for building the Exchange Server 2003 system. This document can be used for troubleshooting and adding new servers, and is a critical resource in the event of a disaster.

The following is an example of a table of contents from a server build procedure document:

Windows Server 2003 Build Procedures
        System Configuration Parameters
        Configure the Server Hardware
                Install Vendor Drivers
                Configure RAID
        Install and Configure Windows Server 2003
                Using Images
                Scripted Installations
        Applying Windows Server 2003 Security
                Using a Security Template
                Using GPOs
                Configuring Antivirus
                Installing Service Packs and Critical Updates
        Backup Client Configuration
Exchange Server 2003 Build Procedures
        System Configuration Parameters
        Configuring Exchange as a Mailbox Server
                Creating Storage Groups
                Creating Databases
        Configuring Exchange as a Public Folder Server
                Creating a Public Folder Database
        Configuring Front-end Functionality
                Configuring SSL

Configuration (As-Built) Documentation

The configuration document, often referred to as an as-built, details a snapshot configuration of the Exchange Server 2003 system as it is built. This document contains essential information required to rebuild a server.

The following is an Exchange Server 2003 server as-built document template:

Introduction The purpose of this Exchange Server 2003 as-built document is to assist an
 experienced network administrator or engineer in restoring the server in the event of a
 hardware failure. This document contains screen shots and configuration settings for the
 server at the time it was built. If settings are not implicitly defined in this document,
 they are assumed to be set to defaults. It is not intended to be a comprehensive disaster
 recovery with step-by-step procedures for rebuilding the server. In order for this
 document to remain useful as a recovery aid, it must be updated as configuration settings
 change.

System Configuration
        Hardware Summary
        Disk Configuration
                Logical Disk Configuration
        System Summary
        Device Manager
        RAID Configuration
        Windows Server 2003 TCP/IP Configuration
        Network Adapter Local Area Connections
Security Configuration
        Services
        Lockdown Procedures (Checklist)
        Antivirus Configuration
Share List
Applications and Configurations

Topology Diagrams

Network configuration diagrams, such as the one shown in Figure 20.2, and related documentation generally include local area network (LAN) connectivity, wide area network (WAN) infrastructure connectivity, IP subnet information, critical servers, network devices, and more. Having accurate diagrams of the new environment can be invaluable when troubleshooting connectivity issues. For topology diagrams that can be used for troubleshooting connectivity issues, consider documenting the following:

  • Internet service provider contact names, including technical support contact information

  • Connection type (such as frame relay, ISDN, OC-12)

  • Link speed

  • Committed Information Rate (CIR)

  • Endpoint configurations, including routers used

  • Message flow and routing

Figure 20.2. A sample network diagram.


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