Mastering Microsoft Exchange Server 2003

Exchange Server 2003, the next version of Microsofts messaging and collaboration server, provides corporate environments with built-in e-mail, calendaring, contact and task management, discussion groups and document workflow. IDC recently reported that Exchange Server's user install base grew to 39.40f the total market, clearly surpassing IBM Notes as the leading integrated collaborative environment. * Mastering Microsoft Exchange Server 2003 is a comprehensive reference for those who need to install, configure and administer the multifacted operating system. Author Barry Gerber carefully walks readers through planning and design, installation, administration and management, maintenance and more. Hot topics include disaster and recovery, security, wireless access and building custom e-mail forms for Outlook. Mastering Microsoft Exchange Server 2003......Page 12 Table of Contents......Page 2 Overview......Page 15 Part I: Understanding and Planning......Page 17 Part III: The Outlook Client......Page 18 Part VI: Exchange and Outlook: The Next Level......Page 19 Conventions Used in This Book......Page 20 Part 1: Understanding and Planning......Page 21 Overview......Page 22 Why Microsoft Released Windows 2003 and Exchange 2003......Page 23 Exchange Server 2003 Applications......Page 24 E-Mail Is Only the Beginning......Page 25 Off-the-Shelf Messaging-Enabled Applications......Page 27 Objects......Page 28 Applications Using Exchange Public Folders......Page 29 Electronic Forms......Page 30 Exchange Server 2003 as a Client/Server System......Page 31 A Quick Take on the Outlook Client......Page 34 Exchange Server 2003's Object Orientation......Page 36 Exchange Server 2003 Scalability......Page 37 Exchange Server 2003 and Other Electronic Messaging Systems......Page 38 Third-Party Applications for Exchange Server 2003......Page 39 Summary......Page 40 Overview......Page 41 Key Features of Windows Server 2003......Page 42 Active Directory, Security, and Internet Protocols......Page 43 What Hasn't Changed in Windows Server 2003?......Page 48 Windows Server 2003 Versus NT 4 Server......Page 49 The Four Flavors of Windows Server 2003......Page 50 Exchange Server 2003 Features......Page 51 Bye-Bye, Exchange Directory Services......Page 52 Bye-Bye, Exchange Server Sites......Page 54 'New' User Interfaces......Page 55 Storage Groups......Page 56 Exchange Server 2003 versus Exchange Server 5.5......Page 57 Getting a Handle on Exchange Server 2003 Versions......Page 58 End-User Support Is Easy......Page 59 Summary......Page 60 What You Need to Know about Active Directory Right Now......Page 62 Active Directory: Five Major Architectural Components......Page 63 Active Directory Is Real Stuff......Page 67 Understanding NetBIOS, NetBEUI, and WINS......Page 68 An Alternative: Using DNS and DHCP......Page 69 Summary......Page 70 Key Exchange Server 2003 Organizing Components......Page 72 Information Store......Page 77 The Routing Engine......Page 79 Optional Exchange Server 2003 Components......Page 80 The Directory Synchronization Agent......Page 81 Exchange Internet Protocol Access Components......Page 82 Exchange Connectors......Page 83 Clients for Exchange......Page 85 POP3 and IMAP4 Clients......Page 86 Summary......Page 87 Taking the Large View......Page 89 Assign Responsibilities for Planning and Design......Page 90 Assign Responsibilities for Day-to-Day Management......Page 92 Assess User Needs......Page 93 Study Your Organizations Geographic Profile......Page 95 Assess Your Organizations Network......Page 96 Planning Your Network Configuration......Page 97 Establish Naming Conventions......Page 98 Select a Microsoft Networking Domain Model......Page 102 Define Routing Group Boundaries......Page 103 Plan Routing Group Links......Page 104 Plan Servers and Internal Connections to Them......Page 106 Plan Connections to Other Systems......Page 110 Validate and Optimize Your Design......Page 111 Rolling Out the Plan......Page 113 Summary......Page 114 Overview......Page 115 Checking Hardware and Software on Windows 2000 Servers to Be Upgraded to Windows 2003......Page 117 Ensuring that Windows 2000 Servers to Be Upgraded Are Running at Least Service Pack 3......Page 118 Upgrading the Windows 2000 Forest Schema in Active Directory......Page 119 Upgrading from Exchange 2000 Server to Exchange Server 2003......Page 120 Preparing the Domain for Installation of Exchange 2003......Page 121 Upgrading from Windows NT Server 4 to Windows Server 2003: Processes and Techniques......Page 122 Specifying a Windows Server 2003 Domain Structure......Page 123 Checking the Readiness of Your NT Server 4 System......Page 132 Active Directory Migration Tool......Page 133 Preparing Active Directory for Exchange Server 2003......Page 134 Windows NT 4to2003 and Exchange 5.5to2003 Upgrades: Putting It All Together......Page 135 A Simple NT 4toWindows 2003/Exchange 5.5to2003 Upgrade for Starters......Page 136 More Complex Upgrades from Windows NT 4to2003 and Exchange 5.5 to2003......Page 140 Summary......Page 145 Part 2: Installation......Page 147 Overview......Page 148 Setting Up Server Hardware......Page 149 Testing Key Components......Page 150 Preparing Disk Partitions......Page 152 Setups Installation Wizard......Page 153 Configuring Your First Windows 2003 Server......Page 157 Using Microsoft Management Console......Page 163 A Quick Look at Active Directory......Page 166 Configuring DHCP to Automatically Assign IP Addresses to Computers on Your Network......Page 170 Ensuring That Dynamic DNS Is Enabled......Page 173 Configuring DHCP to Automatically Assign Fixed IP Addresses to Computers on Your Network......Page 175 Configuring Unallocated Disk Space......Page 178 The UPS Itself......Page 183 Configuring UPS Support......Page 184 Setting Up a Windows Server 2003 Backup......Page 185 Setting Up a Basic Backup......Page 186 Summary......Page 198 Verifying Server Hardware......Page 199 Installing Windows Server 2003......Page 200 Security Issues......Page 201 Gathering Installation Information......Page 205 Running the Exchange Server 2003 Setup Program......Page 206 Post-Installation Activities......Page 210 Verifying That Exchange Server Services Are Running......Page 211 Setting Up Microsoft Management Console for Exchange Server 2003......Page 213 Granting Permission for the Exchange Administration Group to Manage Exchange Server......Page 215 Mailbox-Enabling a Windows 2003 User......Page 218 Backing Up Exchange Server 2003......Page 220 Summary......Page 223 Part 3: The Outlook Client......Page 224 Overview......Page 225 Customizing Outlook 2003 for Installation on User Workstations......Page 226 Installing Office 2003 on an Administrative Installation Point......Page 227 Customizing Outlook 2003......Page 229 Installing the Outlook 2003 Client on a Workstation......Page 242 Summary......Page 243 Starting Up and Modifying a Newly Installed Client......Page 244 Sending and Receiving a Message with an Outlook 2003 Client......Page 248 Outlook Profiles Continued......Page 251 Creating a New Public Folder......Page 256 The File Menu......Page 259 The Edit Menu......Page 262 The View Menu......Page 263 The Tools Menu......Page 265 The Actions Menu......Page 269 Summary......Page 271 Part 4: Basic Exchange Server 2003 Management......Page 272 Microsoft Management Console......Page 273 Getting Comfortable with the Active Directory Users and Computers Snap-In......Page 275 Turning On Advanced Features......Page 277 Default E-Mail Address Formats......Page 279 Managing Exchange Users......Page 284 Creating and Managing Mailbox-Enabled Users......Page 285 Creating and Managing Mail-Enabled Users......Page 303 Creating and Managing Distribution Groups......Page 307 Creating and Managing Contacts......Page 314 Finding Exchange Recipients......Page 315 Summary......Page 317 The Exchange Server Hierarchy......Page 319 Managing Administrative Groups......Page 321 Creating and Managing Public Folders......Page 336 Exchange Core Components......Page 344 The Information Store......Page 345 Summary......Page 368 Part 5: Expanding an Exchange Server Organization......Page 370 How Internet Messaging Works......Page 371 TCP/IP: The Backbone of Internet Networking......Page 372 DNS and SMTP: The Dynamic Duo of Internet Messaging......Page 373 Internet Messaging: Getting and Staying Connected......Page 375 Setting Up and Managing TCP/IP......Page 376 Setting Up and Managing DNS......Page 377 Setting Up and Managing SMTP......Page 380 Summary......Page 423 Exchange 2003 Virtual Servers Are Not Just for SMTP......Page 426 Front-End/Back-End Exchange Server Configurations......Page 428 POP3 Setup: The Exchange Server Side......Page 429 POP3 Setup: The Client Side......Page 433 Managing Internet Message Access Protocol Version 4 (IMAP4) Messaging......Page 439 IMAP4 Setup: The Exchange Server Side......Page 440 IMAP4 Setup: The Client Side......Page 441 Managing Hypertext Transport Protocol (HTTP) Messaging......Page 445 Outlook Web Access Management: The Server Side......Page 446 Outlook Web Access (HTTP) Setup: The Client Side......Page 452 Managing Windows 2003 Support for the Lightweight Directory Access Protocol (LDAP)......Page 455 LDAP Setup: The Server Side......Page 456 LDAP Setup: The Client Side......Page 458 Managing Exchange Server Support for the Network News Transfer Protocol (NNTP)......Page 462 NNTP Setup: The Server Side......Page 463 NNTP Setup: The Client Side......Page 482 Summary......Page 485 Installing an Additional Exchange 2003 Server......Page 487 Managing Multiple Servers in a Domain's Default Administrative Group......Page 489 Creating Mailbox-Enabled Windows 2003 Users......Page 490 Enhancing Exchange Server Monitoring......Page 491 Using System Policies......Page 493 Creating Information Store Databases......Page 494 Working with Public Folders......Page 495 Moving a Mailbox from One Exchange Server to Another......Page 497 Backing Up Exchange Databases......Page 498 Implementing Front-End/Back-End Server Topologies......Page 499 Administrative Groups, Routing Groups, and Exchange Server 5.5 Sites......Page 502 Adding a New Administrative Group to an Exchange Organization......Page 503 Installing a New Exchange Server in a New Administrative Group......Page 504 Delegating Control of an Administrative Group......Page 506 Adding Subcontainers to Administrative Groups......Page 508 Using Routing Groups and Connectors......Page 509 Managing Public Folders......Page 519 Installing a Domain Controller for a New Windows 2003 Domain......Page 524 Installing Exchange Server 2003......Page 530 Cross-Domain Management of Windows 2003 Servers......Page 532 Managing Exchange 2003 Servers in Multidomain Environments......Page 535 Summary......Page 538 Part 6: Exchange and Outlook: The Next Level......Page 539 Tracking User Messages......Page 540 Tracking System Messages......Page 544 Creating Proxy Addresses......Page 545 Managing Recipient Policies......Page 547 Managing Address Lists......Page 554 Managing Details and Address Templates......Page 556 Managing Organization-Wide Mailbox Message Defaults......Page 557 Monitoring Exchange Connectors......Page 558 Active Directory Imports and Exports......Page 559 Troubleshooting Exchange Server......Page 561 RPC Over HTTP......Page 563 RCP Over TCP/IP......Page 572 Migrating Foreign Messaging System Users to Exchange......Page 573 Summary......Page 574 Server Redundancy......Page 576 Network Redundancy......Page 581 Standard Backup and Recovery vs. Disaster Recovery......Page 582 Windows Server 2003 Backup......Page 583 Exchange Backup Strategies......Page 584 Exchange Recovery Strategies......Page 587 Disaster Recovery......Page 596 Disaster Recovery Strategies......Page 597 The Tao of Disaster Recovery......Page 600 Summary......Page 601 So Much Security and So Little Time to Implement It......Page 603 Locking It Up and Locking It Down......Page 604 Putting Exchange Servers Behind Firewalls......Page 605 What Is A Firewall?......Page 606 What Kind of Firewall Should I Use?......Page 608 What Protocols Should I Use?......Page 609 What Ports Do I Need to Open on My Firewall?......Page 610 Keeping Current with Microsoft Security Updates......Page 613 Windows Security Best Practices......Page 615 Exchange Server Security Best Practices......Page 616 Securing Exchange Messages......Page 621 Logging Exchange Virtual Server Activity......Page 623 Using Virtual Private Networks......Page 624 Controlling Viruses......Page 625 Controlling Spam......Page 626 Summary......Page 630 Wireless Networking Technologies......Page 632 Wireless WAN Technologies......Page 633 Wireless LAN Technologies......Page 635 Wireless Networking Servers......Page 637 Exchange Server 2003......Page 638 Blackberry Enterprise Server......Page 640 Pocket Outlook with EAS......Page 643 OMA and OWA......Page 647 Summary......Page 651 Overview......Page 653 The Outlook/Exchange Application Design Environment......Page 654 Outlook Forms Designer Basics......Page 655 Outlook Message Forms......Page 656 The Field Chooser and Control Toolbox......Page 657 Form and Control Properties......Page 659 Adding Controls......Page 660 Binding Controls to Exchange Server Data Fields......Page 663 Testing an Outlook Form......Page 665 Adding More Controls to the Picnic Form......Page 666 Creating an Organizational Forms Library......Page 669 Creating the Message Form Used to Send the Picnic Form......Page 671 Using Forms......Page 672 Don't Stop Here!......Page 674 Summary......Page 675 Administration and Management......Page 676 Backup and Archiving Software......Page 677 Fax Servers......Page 679 Network Security Monitors, Scanners, and Intrusion Detectors......Page 680 Virus, Spam, and Content Control......Page 681 Workflow......Page 683 Chapter 3: Two Key Architectural Components of Windows Server 2003......Page 684 Chapter 6: Upgrading to Windows Server 2003 and Exchange Server 2003......Page 685 Chapter 7: Installing Windows Server 2003 as a Domain Controller......Page 686 Chapter 8: Installing Exchange Server 2003......Page 687 Chapter 9: Installing Outlook 2003 from a Customized Server Image......Page 688 Chapter 10: A Quick Overview of Outlook 2003......Page 689 Chapter 11: Managing Exchange Users, Distribution Groups, and Contacts......Page 690 Chapter 12: Managing the Exchange Server Hierarchy and Core Components......Page 691 Chapter 13: Managing Exchange 2003 Internet Services......Page 693 Chapter 14: Managing Exchange 2003 Services for Internet Clients......Page 694 Chapter 15: Installing and Managing Additional Exchange Servers......Page 696 Chapter 16: Advanced Exchange Server Administration and Management......Page 698 Chapter 18: Exchange Server System Security......Page 699 Chapter 20: Building, Using, and Managing Outlook Forms Designer Applications......Page 700 Chapter 11: Managing Exchange Users, Distribution Groups, and Contacts......Page 702 Chapter 6: Upgrading to Windows Server 2003 and Exchange Server 2003......Page 703 Chapter 12: Managing the Exchange Server Hierarchy and Core Components......Page 704 Chapter 17: Exchange Server Reliability and Availability......Page 705 Chapter 20: Building, Using, and Managing Outlook Forms Designer Applications......Page 706

All the Documentation You Need for Successfully Deploying Exchange Server 2003

Author Barry Gerber shares his extensive real-world experience in easy-to-understand language in this comprehensive guide to Microsoft's messaging and collaboration server. Mastering Exchange Server 2003 systematically and sequentially walks you through all the essential concepts of planning and design, installation, deployment, administration and management, maintenance, and troubleshooting. With detailed background information, clear step-by-step, hands-on instructions, and realistic examples, Gerber teaches you how to devise and implement a system that is just right for your environment. He then leads you to the next level with advanced coverage on reliability and availability, disaster recovery, security solutions, wireless access, and building custom e-mail forms for Outlook.

Coverage Includes:

• Designing a new Exchange 2003 system
• Upgrading to Windows Server 2003 and Exchange Server 2003
• Installing and configuring Exchange Server 2003, Windows Server 2003 as a domain controller, and Outlook 2003 from a customized server image
• Organizing Exchange users, distribution groups, and contacts
• Managing the Exchange Server hierarchy and core components
• Managing Exchange 2003 Internet services and services for Internet clients
• Installing and administrating additional Exchange Servers
• Performing advanced administration and management
• Ensuring Exchange Server reliability and availability
• Building Exchange Server system security
• Configuring wireless access to Exchange Server 2003
• Creating and managing Outlook forms designer applications
• Exploring third-party applications for Exchange/Outlook clients and Exchange Server