Microsoft Exchange Server 2013 doesn't just add dozens of new features: It integrates multiple technologies into a common, unified communications system that can add value in many new ways. Now, five leading Exchange Server consultants help you deploy Exchange Server 2013 quickly and smoothly--and then efficiently manage, troubleshoot, and support it for years to come. More than a comprehensive, authoritative reference, Microsoft Exchange Server 2013 Unleashed presents hundreds of helpful tips and tricks based on the authors' unsurpassed early adopter experience with Exchange Server 2013 in real production environments.
Carefully and thoroughly, the authors explain what's new and different in Microsoft Exchange 2013 and guide you through architecting, planning, implementing, and transitioning to your new Exchange Server environment. They offer best practices for establishing solid Active Directory, DNS, fabric, virtualization, and PKI security environments to support Exchange; implementing high availability and site resilience; and much more.
You'll find expert discussions of security and compliance and uniquely practical and detailed coverage of day-to-day administration, management, maintenance, and optimization. The authors next turn to advanced platform integration, helping you leverage the full benefits of linking Exchange Server, SharePoint, and Unified Messaging. They conclude with a full section on Exchange Server's dramatically improved support for endpoint clients, including Apple, Android, and Microsoft smartphones and tablets.
Detailed information on how to...
Use proven best practices to install Exchange Server 2013 from scratch or to upgrade from Exchange Server 2007/2010 Integrate Active Directory, DNS, fabric, and virtualization with Exchange Server 2013 Implement certificate-based Public Key Infrastructure (PKI) Plan, deploy, migrate to, and support public folders Protect your users and organization with both policy-based and content-enforced security Design and implement message archiving, retention, and eDiscovery Administer, optimize, and document your Exchange Server 2013 environment Architect all aspects of an integrated, enterprise-level Exchange Server 2013 environment Integrate Exchange Server with SharePoint Site Mailboxes, Enterprise Search, and more Leverage the robust Outlook client for Windows, Mac, Web, tablet, and mobile phones
, Michael Noel
, Guy Yardeni
, Chris Amaris
, Andrew Abbate
Country of Publication:
Professional and scholarly
Introduction 1 Part I Microsoft Exchange Server 2013 Overview 1 Exchange Server 2013 Technology Primer 5 What Is Exchange Server 2013? 5 What's New in Exchange Server 2013? 14 Exploring the New Exchange Administration Center (EAC) 17 Architectural Changes in Exchange Server 2013 18 Improvements in Exchange Server 2013 Relative to Security 20 Improvements in Exchange Server 2013 Relative to eDiscovery and Retention 21 Changes to Public Folders in Exchange Server 2013 22 Introduction of Site Mailboxes in Exchange Server 2013 23 Exchange Server 2013 as the Focal Point for Remote and Mobile Communications 24 Integration with Lync 2013 26 Improving Unified Messaging in Exchange Server 2013 26 Making Exchange Server 2013 Extremely Reliable and Recoverable 27 Improving Configuration, Administration, and Management Through the Exchange Management Shell 29 Improving Performance Through Batch Moves and Processing 30 Understanding Mail Flow in Exchange Server 2013 31 Understanding the Importance of Active Directory for an Exchange Server 2013 Environment 32 Installing and Transitioning to Exchange Server 2013 33 Managing and Administering Exchange Server 2013 34 Summary 35 Best Practices 35 2 Understanding Core Exchange Server 2013 Design Plans 37 Planning for Exchange Server 2013 37 Understanding AD Design Concepts for Exchange Server 2013 42 Determining Exchange Server 2013 Placement 47 Configuring Exchange Server 2013 for Maximum Performance and Reliability 49 Securing and Maintaining an Exchange Server 2013 Implementation 50 Summary 51 Best Practices 51 3 Architecting an Enterprise-Level Exchange Server 2013 Environment 53 Designing Active Directory for Exchange Server 2013 53 Determining Hardware and Software Components 56 Designing Exchange Server Roles in an Exchange Server Environment 57 Designing Exchange Server Infrastructure 60 Integrating Client Access into Exchange Server 2013 Design 62 Summary 63 Best Practices 63 4 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2013 65 Domain Name System and Its Role in Exchange Server 2013 65 Outlining the Types of DNS Servers 67 Examining DNS Components 68 Using DNS to Route SMTP Mail in Exchange Server 2013 77 Understanding DNS Requirements for Exchange Server 2013 78 Configuring DNS to Support Exchange Servers 83 Troubleshooting DNS Problems 83 Global Catalog and Domain Controller Placement 87 Examining the Role of Domain Controllers in AD 90 Defining the Global Catalog 91 Exploring Microsoft Exchange Active Directory Topology Service 97 Understanding AD Functionality Modes and Their Relationship to Exchange Groups 99 Summary 103 Best Practices 103 5 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2013 105 Understanding Public Key Infrastructure 106 Server Certificates in Exchange Server 2013 112 Installing a Windows Certification Authority Server 118 Securing an Exchange Server 2013 Server 122 Securing an IIS Web Server 129 Implementing Secured Email Communications with Exchange Server 2013 138 Using Outlook to Send and Receive Digitally Signed and Encrypted Emails 144 Summary 149 Best Practices 149 Part II Implementing and Transitioning to Exchange Server 2013 6 Installing and Configuring the Basics of Exchange Server 2013 for a Brand-New Environment 151 Understanding the Exchange Server 2013 Server Roles 152 Understanding the Prerequisites for Exchange Server 2013 153 Understanding High Availability and Site Resilience in Exchange Server 2013 156 Exchange Server 2013 Hardware Requirements 157 Understanding the Active Directory Requirements for Exchange Server 2013 158 Understanding Role Based Access Control 167 Planning Your Exchange Server 2013 Installation 170 Deploying Active Directory from Scratch 172 Preparing Your Environment for Exchange Server 2013 182 Installing Exchange Server 2013 192 Finalizing the Deployment 194 Summary 195 Best Practices 195 7 Transitioning from Exchange Server 2007/2010 to Exchange Server 2013 197 High-Level Guide for Transition from Exchange Server 2007/2010 to Exchange Server 2013 198 Understanding How to Transition to Exchange Server 2013 199 Deploying a Prototype Lab for the Exchange Server 2013 Transition Process 204 Migrating to a Brand-New Exchange Server 2013 Environment 206 Planning Your Transition 207 Summary 219 Best Practices 219 8 Implementing and Supporting a Highly Available Exchange Server 2013 Environment 221 Understanding Windows Failover Clustering 222 Understanding Database Availability Groups 223 Deploying a Database Availability Group 226 Comparing and Contrasting DAG Versus CCR/SCR/SCC 246 Load Balancing in Exchange Server 2013 248 Software Load Balancing in Windows 249 Summary 254 Best Practices 255 9 Public Folders 257 Understanding Public Folders 258 Planning a Public Folder Environment 261 Implementing a Public Folder Environment 264 Managing Public Folders 271 Migrating Public Folders 278 Summary 283 Best Practices 284 Part III Securing and Compliance in an Exchange Server 2013 Environment 10 Understanding Exchange Policy Enforcement Security 287 What Is Enterprise Policy Management in Exchange Server 2013? 288 Understanding Relevant Governmental Regulations for Policy Enforcement 288 Using Transport Agents in Exchange Server 2013 297 Understanding the Hub Transport Agents in Exchange Server 2013 299 Understanding Transport Agent Policies on the Edge 305 Creating Messaging Records Retention Policies 307 Utilizing Rights Management Services for Policy Enforcement 310 Exchange Server 2013 Client-Level Security Enhancements 324 Protecting Against Spam 325 Securing Outlook Web App 329 Summary 331 Best Practices 332 11 Exchange Edge Including Antispam/Anti-Malware Protection for Exchange 333 Installing and Configuring the Edge Transport Server Components 334 Utilizing the Basic Sender and Recipient Connection Filters 343 Utilizing Sender ID on an Edge Transport Server 352 Using Content Filtering to Isolate Inappropriate Content 358 Fine-Tuning Content Filtering 364 Using Content Filtering to Allow and Reject Domain-Level Content 366 Filtering Content in a Message Attachment 368 Using Sender/IP Reputation to Filter Content 371 Using Address Rewriting to Standardize on Domain Address Naming for an Organization 373 Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server 375 Implementing Safelist Aggregation for Microsoft Outlook 380 Managing and Maintaining an Edge Transport Server 382 Exchange Server-Level Security Features 386 Forefront Online Protection for Exchange 393 Summary 394 Best Practices 394 12 Designing and Implementing Message Archiving, Retention, and eDiscovery 397 Why Is Email Archiving and Retention So Important These Days? 398 What Is Archiving, Retention, and eDiscovery? 398 Archiving in Exchange Using Archive Mailboxes 399 Creating and Using an Exchange Archive Mailbox 401 Retention in Exchange Server 2013 Using Retention Policies 405 Handling Legal Hold in Exchange 412 eDiscovery and Searching for Content 415 Summary 420 Best Practices 420 Part IV Exchange Administration, Management, Maintenance, and Optimization 13 Administering an Exchange Server 2013 Environment 423 Exchange Administration Center 423 Exchange Management Shell 428 Performing Common Tasks 431 Introduction to Role Based Access Control 436 Understanding Journaling 441 Understanding Archiving 446 Server Administration 448 Summary 451 Best Practices 451 14 Exchange Server 2013 Management and Maintenance Practices 453 Proper Care and Feeding of Exchange Server 2013 454 Maintenance Tools for Exchange Server 2013 457 The Exchange Administration Center 459 The Exchange Toolbox 460 Auditing the Environment 465 Best Practices for Performing Database Maintenance 474 Prioritizing and Scheduling Maintenance Best Practices 476 Postmaintenance Procedures 482 Reducing Management and Maintenance Efforts 482 Summary 483 Best Practices 484 15 Optimizing an Exchange Server 2013 Environment 485 Examining Exchange Server 2013 Performance Improvements 486 Analyzing Capacity and Performance 491 Optimizing Exchange Server 2013 Servers 494 Monitoring Exchange Server 2013 503 Analyzing and Monitoring Core Elements 504 Properly Sizing Exchange Server 2013 510 Monitoring Exchange Server with System Center Operations Manager 515 Summary 516 Best Practices 517 16 Backing Up the Exchange Server 2013 Environment 519 Understanding the Importance of Backups 519 Establishing Service Level Agreements 521 Supporting Backups with Documentation 523 Logging Daily Backup Results and Evaluation 526 Roles and Responsibilities 527 Developing a Backup Strategy 528 What to Back Up on Exchange Servers 532 The Need for Backups with Database Availability Groups 536 Backing Up Windows Server and Exchange Server 2013 537 Backing Up Specific Windows Services 538 Recovering Exchange Server Application and Exchange Server Data 542 Protecting Exchange Servers with System Center 2012 Data Protection Manager 546 Summary 555 Best Practices 556 17 Using Microsoft System Center Operations Manager to Monitor Exchange Server 2013 557 Exchange Server 2013 Monitoring 558 Understanding How OpsMgr Works 559 OpsMgr Architecture Components 564 Securing OpsMgr 576 Fault Tolerance and Disaster Recovery 581 Understanding OpsMgr Components 587 Putting It All Together in a Design 592 Installing OpsMgr 2012 600 Configuring OpsMgr 614 Administering OpsMgr 624 Exploring the Exchange Server 2013 Management Pack 630 Summary 641 Best Practices 641 18 Documenting an Exchange Server 2013 Environment 643 Benefits of Documentation 644 Exchange Server 2013 Project Documentation 646 Exchange Server 2013 Environment Documentation 656 Exchange Server 2013 Administration and Maintenance Documents 659 Disaster Recovery Documentation 662 Performance Documentation 665 Security Documentation 666 Training Documentation 667 Summary 668 Best Practices 668 Part V Platform Integration in an Exchange Server 2013 Environment 19 Designing and Configuring Unified Messaging in Exchange Server 2013 669 Unified Messaging Features 669 Unified Messaging Architecture 676 Unified Messaging Installation 689 Monitoring and Troubleshooting Unified Messaging 700 Unified Messaging Shell Commands 713 SIP Protocol 716 Summary 718 Best Practices 718 20 Integrating Exchange with SharePoint Site Mailboxes, Enterprise Search, and More 721 Understanding the History of SharePoint Technologies 722 Identifying the Need for SharePoint 2013 726 Exploring Basic SharePoint Features 727 Exploring End-User Features in SharePoint 729 Enabling Site Mailbox Functionality in SharePoint 2013 734 Customizing and Developing SharePoint Sites 741 Summary 742 Best Practices 742 Part VI Client Access to Exchange 21 Getting the Most Out of the Microsoft Outlook Client 743 Outlook over the Years 744 Highlighted Features in Outlook 2013 745 Security Enhancements in Outlook 2013 756 Implementing Outlook Anywhere 763 Deploying Outlook 2013 766 Using Outlook 2013 768 Leveraging Social Media in Outlook 777 Using Cached Exchange Mode for Offline Functionality 779 Summary 783 Best Practices 784 22 Leveraging the Capabilities of the Outlook Web App (OWA) Client 785 Understanding Outlook Web App (OWA) 786 Using Outlook Web App 2013 788 Using the Calendar in OWA 802 Using Tasks in OWA 805 Using Contacts in OWA 806 The Options Page 807 Signing Out of OWA 2013 818 Summary 818 Best Practices 819 23 Mobility and Mobile Device Support in Exchange Server 2013 821 Understanding Mobility Enhancements in Exchange Server 2013 822 Enabling ActiveSync in Exchange Server 2013 823 Securing Access to ActiveSync with Secure Sockets Layer (SSL) Encryption 824 Enabling Offline Outlook Web App (OWA) in Exchange Server 2013 829 Summary 832 Best Practices 832 Index 833
Rand 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 the latest Microsoft technologies, including Microsoft Windows Server 2012, System Center 2012, Windows 8, Exchange Server 2013, SharePoint 2013, Office 365, and Azure cloud services in production environments more than 18 months before the initial product releases. Michael Noel, MCITP, 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. Michael has presented at over 100 technical and business conferences in more than 50 countries around the world and on all seven continents, including the first ever IT conference in Antarctica. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael's writing and extensive public-speaking experience across all seven continents leverage his real-world expertise in helping organizations realize business value from the information technology infrastructure. Guy Yardeni, MCITP, CISSP, MVP, is an accomplished infrastructure architect, author, and overall geek-for-hire. Guy has been working in the IT industry for more than 15 years and has extensive experience designing, implementing, and supporting enterprise technology solutions. Guy is an expert at connecting business requirements to technology solutions and driving to successful completion the technical details of the effort while maintaining overall goals and vision. Guy maintains a widely read technical blog at www.rdpfiles.com and is a Windows MVP. Chris Amaris, MCITP, MCTS, 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 Server since its original release in 1995. He specializes in messaging, security, performance tuning, systems management, and migration. Receiving his first Microsoft technologies certification in 1993, Chris is a current Microsoft Certified IT Professional (MCITP) with multiple Microsoft Certified Technology Specialist (MCTS) certifications in Microsoft technologies, a Certified Information Systems Security Professional (CISSP) with an Information System Security Architecture Professional (ISSAP) concentration, Certified Homeland Security (CHS III), a Novell CNE, a Banyan CBE, and a Certified Project Manager. Chris is also an author, writer, and technical editor for a number of IT books, including Microsoft System Center 2012 Unleashed, Network Security for Government and Corporate Executives, Microsoft Exchange Server 2010 Unleashed, and Microsoft Windows Server 2012 Unleashed. Andrew Abbate enjoys the position of principal consultant and partner at Convergent Computing. With nearly 20 years of experience in IT, Andrew's area of expertise is understanding a business's needs and translating that to process and technologies to solve real problems. Having worked with companies from the Fortune Ten to companies of 10, Andrew has a unique perspective on IT and a grasp on big picture consulting. Andrew has also written nine industry books on varying technologies ranging from Windows to Security to Unified Communications and contributed to several others.