Wiley Microsoft Exchange Server 2010 Administration Instant Reference
Contents
1. What does the end state vision look like design What do we need to do to get from where we are to where we want to be Coming out of your deployment plan should be a clear direction on how to get from the state that you are in now to the state that is described in your architecture documentation Know which Exchange servers you should install first and where Design a strategy for transi tioning your routing topology from your legacy Exchange environment to Exchange Server 2010 If you are currently using something other than Exchange know exactly what it takes to move off your current mail system Having this deployment plan in place and well communicated to the key players in your organization is a major time saver Prepare Active Directory Before Exchange Server 2010 can be installed in your domain Active Directory must be updated to support it The process of preparing Active Directory can be performed in one fell swoop with a single command However you can also perform the tasks individually so you can verify that each one was successful before moving on to the next one This also allows you to install Exchange with as few permissions as possible and delegate the installation of certain components to other people This Prepare for Installation 11 might be helpful if you want to perform one of the tasks after hours and would prefer to have someone on the late shift do it for you Some organizations have a group of adminis2. Also the Schema Master Flexible Single Master Operation FSMO role must reside on a domain controller that is running on at least Windows Server 2003 Service Pack 2 To determine which domain controller hosts the Schema Master role you can run the following command at the command prompt Netdom query fsmo 13 L Getting Started 14 Chapter1 Deploying Exchange Servers NOTE Ifyou have existing Windows 2000 domain controllers in your AD environment you will want to use the DomainControl ler switch to target aWindows Server 2003 SP1 domain controller When performing the schema updates some Active Directory classes and attributes are updated to accommodate Exchange Server 2010 It s important that you only run the Exchange Server 2010 schema exten sions in a forest that you expect to finish the AD preparation in If you do not run the additional steps to prepare the forest for Exchange you will run into some permissions problems To perform the schema update run the following command from the Exchange media setup com PrepareSchema Prepare the Active Directory Forest Exchange must also make some additional updates to the configura tion partition in Active Directory This process needs to be completed only once for the entire forest since the configuration partition is repli cated among all domain controllers in the forest When performing this update Active Directory must contain information about the Exchange orga
3. Of Mail Server box Then adjust the priority of the record in the Mail Server Priority box and click OK See Figure 1 19 Perform Post Installation Tasks 43 Figure 1 19 Configuring an MX record for your domain x Mal Exchanger Mx Host or child domain _ __ By default DNS uses the parent domain name when creating a Mat Exchange record You can specify a host or child name but in most deployments the above field is left blank Fully qualified domain name FQON mm a Fully qualified domain name FQON of mai server contoso hub contoso com Browse l Getting Started pee ooo Create the Send Connector To ensure that Exchange knows how to route outgoing mail you need to set up at least one send connector For our example in the Typical Exchange Installation we ll create one send connector for the Hub Transport server that will route all messages sent to locations outside of the Exchange organization through DNS MX record resolution The Hub Transport server will use DNS along with public MX records that were published by other mail systems to ensure that the messages are sent to the right place Create the Send Connector in the Exchange Management Console To create the send connector in the Exchange Management Console follow these steps 1 Open the Exchange Management Console by clicking Start gt All Programs gt Microsoft Exchange Server 2010 gt Exchange Management Con
4. Choose Exchange Language Option Two additional options will appear below this link E Getting Started 5 The first option is Install All Languages From The Language Bundle and it gives you the ability to load all of the language packs available for Exchange The second option is Install Only Languages From The DVD If you are installing Exchange in English click this option 3 Next in the installation interface click the link for Step 4 Install Microsoft Exchange see Figure 1 16 Figure 1 16 Launching Exchange setup from the GUI 4 The Exchange setup wizard will launch On the Introduction page click Next 40 Chapter Deploying Exchange Servers 5 9 10 11 On the Licensing Agreement page review the license agreement and select I accept the terms in the license agreement Then click Next On the Error Reporting page select your error reporting option and click Next On the Installation Type page select the option Custom Exchange Server Installation and click Next On the Server Role Selection page select the check box for the Management Tools see Figure 1 17 and click Next Figure 1 17 Choosing to install the Management Tools Exchange Server 2010 Setup Ay Bi introduction Server Role Selection EI License Agreement Select the Exchange sever roles you went fo install on this computer GAC Mailbox Role M Description Bi Gror Reponing B p The Exchange Management Tools provi
5. Installing the Active Directory Domain Services Tools Add Features Wizard E xj an Select Features Fenhses Select one or more features to install on this server Confirmaton Features Description Progress Cutty Windows rr Adive Directory Domain Services og m Qualty Waos Audio Video Expenence 2 Tools includes snap ins and command Results L Remote Assistance line tools for remotely managing Remote Differential Compression Active Directory Domain Services E Remote Server Administration Tools E E Rok Administration Tools a Directory Certificate Services Tools amp Active Directory Domain Active Directory lightweight jervices T CI Active Directory Rights Management Services Toc C DHCP Server Tools DNS Server Tools Fax Server Tods ki Fie Services Tools Network Poley and Access Services Tools Windows Deployment Services Toole Hyper V Tools i mI cashna ndminintearinn Tanla gt lt Previous Instel Cancel Installing the Management Tools at the Command Prompt To install the AD Management Tools with the command prompt 1 Open the command prompt Click Start gt Accessories gt Command Prompt to open up a command prompt Run the following command from the command prompt ServerManagerCmd I RSAT ADDS Modify the Active Directory Schema To update the schema the account you use will need to be a member of the Schema Admins group in Active Directory
6. Microsoft recommends three Client Access server processor cores for every four Mailbox server processor cores Your mileage may vary depending on the Exchange design Like Hub Transport servers Client Access servers are required in every site In Chapter 10 Maintaining Reliability and Availability you ll learn how to load balance your Client Access servers to ensure that they are redundant Mailbox Role Mailbox servers house all of the data for the users In Exchange Server 2010 Mailbox servers contain databases with multiple users inside Clients do not connect directly to the Mailbox l Getting Started 6 Chapter Deploying Exchange Servers servers Rather clients connect to the Client Access servers and the Client Access servers access the Mailbox servers on the clients behalf In Exchange Server 2010 Mailbox server databases can be made highly available through the use of database availability groups DAGs therefore you will likely install multiple Mailbox servers DAGs are covered in more detail in Chapter 7 Managing Mailbox Databases Edge Transport Server Role The Edge Transport Server role is a unique role among the others The Edge Transport server was designed to sit on the edge of your network and minimize the outside attack surface Therefore Edge Transport servers cannot be members of the Active Directory forest that your Exchange implementation resides in NOTE Exchange Server 2010 also has
7. a server you are required to set the Net Tcp Port Sharing service to Automatic startup mode Ensure that you only configure this setting on servers that have the Client Access role 1 Open the Services management console by clicking on the Start menu and selecting All Programs gt Administrative Tools gt Services 2 Inthe result pane in the management tool scroll down to the Net Tcp Port Sharing service and double click on it to open the properties 3 Inthe Properties dialog ensure that the General tab is selected In the drop down menu for Startup Type select Automatic 4 Click OK to make the changes and close the Properties dialog Install Exchange Server 2010 After the preparations are complete Exchange can be installed on the member server There are many different options for installing Exchange Exchange provides the capability to set up a server in a very basic configuration as well as advanced configurations Perform a Basic Installation A basic installation of Exchange Server 2010 consists of a single server with the minimum roles installed In the Exchange setup wizard this Install Exchange Server 2010 21 is referred to as a Typical Exchange Installation The Typical Exchange Installation consists of the following roles Hub Transport Server Client Access Server Mailbox Server Management Tools l Getting Started A basic installation can be performed either through the graphical install
8. option 3 From the main menu in the Exchange setup program select Step 4 Install Microsoft Exchange under the Install section This launches the Exchange Server 2010 installation wizard which will walk you through the remainder of the installation 4 When the installation wizard launches click Next on the Introduction page 25 E Getting Started 26 Chapter1 Deploying Exchange Servers 5 On the Licensing Agreement page select the option I accept the terms in the license agreement and click Next 6 On the Error Reporting page choose whether or not you want to send error reports back to Microsoft and click Next 7 On the Installation Type page select the option for Custom Exchange Server Installation If you want to install Exchange to a different location on your hard drive you can choose that location here After you re done click Next 8 Use the following sections to install specific roles on the server Installing the Hub Transport Server Role To install the Hub Transport server through the graphical interface 1 Follow the instructions in the earlier section Start the Advanced Installation 2 On the Server Role Selection page check the box next to Hub Transport Role see Figure 1 6 The Management Tools will auto matically be checked as well Click Next to continue Figure 1 6 Choosing to install the Hub Transport role Exchange Server 2010 Setup LCAJ DB Introduction Se
9. particular additional responsibilities are placed on the Client Access servers so they will probably need to be upsized from Exchange Server 2007 architectures Another area of capacity planning that is important is the Mailbox server Ensure that you can provide enough storage for the Mailbox servers to satisfy user quotas archiving requirements and responsiveness metrics Disaster Recovery The disaster recovery component is often over looked in the design phase of the system Ensure that you have in place a solid design and plan for disasters before you start imple menting your design 10 Chapter1 gt Deploying Exchange Servers Anything that comes out of the design should be well documented Write it down Doing so will enable you to see the big picture and fill in any gaps that are missing before the deployment starts Creating the documentation gives you a guide to follow After the deployment is done the documentation provides a record of what you did for others to reference as well Create a Deployment Plan The final thing you will want to do to prepare for Exchange is to develop a deployment plan A deployment plan should cover the entire lifespan of your Exchange deployment Here you will determine what all of the moving pieces are You will orchestrate those moving pieces so that they can be executed with ease A solid deployment plan accommodates the following areas What is currently in the production environment
10. 09 12 29 51 BPA Oirr 5 28 2009 12 29 50 MSExchange Configuration Cmdet Event 4 MSExchange Configuration Cmdlet Management Console General Details PID 2248 Thread 6 Task test SetupHealth writing error when processing record of index 0 Error Microsoft Exchange Management BestPracticesAnalyzer BPAConfigurationErrorFoundException his alent requires the update c Gartiheed in Microsoft Knowledge Base article 950883 Without this update the Microsoft Exchange ransport service or Microsoft Bhenge Unified Messaging service may stop responding Application MSExchange Configuration Logged 5 28 2009 12 29 51 AM 4 Task Category General Error Keywords Classic N A Computer CONTOSO EXO1 contoso co To run the Management Tools on your workstation you need to run Windows Vista with Service Pack 1 or later Also there is no 32 bit release for Exchange Server 2010 so your workstation has to be running the 64 bit version of Vista In addition the system needs to have the fol lowing software installed NET Framework 3 5 Windows Remote Management WinRM a PowerShell version 2 Perform Post Installation Tasks 39 Install the Management Tools Using the GUI To install the Management Tools with the graphical user interface 1 From the Exchange installation media run setup exe as an administrator 2 Inthe installation interface ensure that steps 1 3 are completed and click the link for Step 3
11. 5 Exchange will per form a series of tests for each role that the server will install Before Exchange installation can continue these checks must pass with out any errors If errors are encountered you will need to review them and correct them before continuing If your server passes all of the readiness checks then click the Install button to continue These errors are also captured in the setup log For more informa tion on reviewing the setup log see Verify a Successful Installa tion later in this chapter If you get this far that means that the Exchange installation has been completed Click Finish to close the setup wizard Install Exchange Using the Command Prompt Exchange Server 2010 can also be installed with minimal interaction through the command prompt Using the command prompt will still give you a verbose output like the GUI does but some assumptions about installation options are made for you You can specify additional installation options but if you don t provide those options you are not prompted to enter them Instead the default options are used 24 Chapter1 Deploying Exchange Servers Figure 1 5 Readiness Checks Exchange Server 2010 Setup CAJ E introduction Readiness Checks o The system and server will be checked to verfy that Eechange is ready to be installed license Agreement speed time 00 00 52 D Eror Reporting Summary 4 temis 4 succeeded O faled D hretaliston Type Langua
12. 8 SP2 and Windows Server 2008 R2 If you are using Windows Server 2008 SP2 for your Exchange servers you can download the NET Framework 3 5 SP1 in either an online or an offline installer The online installer is smaller around 3 MB but the Exchange server must have access to the Internet in order to download the rest of the package The other option is to download the offline installer which is over 200 MB in size It s a bigger package but you can install it on an Exchange server that is not on the Internet Download the NET Framework 3 5 with Service Pack 1 from http download microsoft com download 2 0 e 20e90413 712f 438c 988e fdaa79a8ac3d dotnetfx35 exe To install the NET Framework on Windows Server 2008 SP2 1 Download and launch the dotnet fx35 exe installer package 2 After the files extract the setup wizard will launch Accept the licensing agreement and click the Install button Prepare for Installation 17 3 The package will download any necessary updates from the Internet unless you are installing the full package and will install the framework 4 After installation is complete click the Exit button to finish To install the NET Framework on Windows Server 2008 R2 you can run the following command at a command prompt ServerManagerCmd i NET Framework Core l Getting Started Install the Windows Management Framework The Windows Management Framework is a single download that contains PowerShell
13. Create the Send Connector in the Exchange Management Shell To create the send connector in the Exchange Management Shell follow these steps 1 Start the Exchange Management Shell by clicking Start gt All Programs gt Microsoft Exchange Server 2010 gt Exchange Management Shell 2 Run the following command new SendConnector Name SendConnectorName Usage Internet AddressSpace SMTP 1 IsScopedConnector false DNSRoutingEnabled true UseExternalDNSServersEnabled false SourceTransportServers lt SERVERNAME gt Configure Receive Connector Permissions Now that you can send email to other people on the Internet you re half way there The Exchange servers also have to be configured to receive email Since your MX records are published in DNS other email systems can find you and know which server to send mail to for your domain However Hub Transport servers in Exchange are secured by default and do not allow other email systems to send mail to them This is because in most configurations Microsoft wants to encourage you to use Edge Transport servers rather than Hub Transport servers for receiving Internet mail Edge servers offer a wide range of security features that you should consider taking advantage of If you are using the Typical Exchange Installation without Edge Transport servers you can change the permissions on the receive con nector for the Hub Transport servers Receive connectors run on trans
14. Enabled default CONTOSO EX01 nabled bs cea Actions Hub Transport f Export Lst View amp Refresh Help CONTOSO EXO1 ia Manage Mailbox Role ik Manage Clent Access figh Manage Diagnostic Lo 2a Enter Product Key Zl New Receive Connect C Properties Default CONTOSO EXOL O Disable 7 Remove _ Properti amp J EN Help 4 Inthe Properties dialog box select the Permission Groups tab 5 Check the box next to Anonymous Users and click OK Perform Post Installation Tasks Configure the Receive Connector Permissions Using the Exchange Management Shell To configure the receive connector permissions using the Exchange Management Shell follow these steps 1 Start the Exchange Management Shell by clicking Start gt All Programs gt Microsoft Exchange Server 2010 gt Exchange Management Shell 2 Run the following command in the EMS Set ReceiveConnector PermissionGroups AnonymousUsers ExchangeUsers ExchangeServers ExchangeLegacyServers 47 B Getting Started
15. Getting Started IN THIS PART CHAPTER 1 Deploying Exchange Servers CHAPTER 2 Using the Exchange Management Console and the Exchange Management Shell CHAPTER 3 Managing the Organization CHAPTER 4 Administering Recipients 6 a Getting Started 1 Deploying Exchange Servers IN THIS CHAPTER YOU WILL LEARN TO PREPARE FOR INSTALLATION Pages 4 20 Plan the Exchange Deployment Page 4 Prepare Active Directory Page 10 Prepare the Server Page 15 INSTALL EXCHANGE SERVER 2010 Pages 20 33 Perform a Basic Installation Page 20 Perform an Advanced Installation Page 24 Perform an Automated Installation Page 32 PERFORM POST INSTALLATION TASKS Pages 33 47 Finalize the Installation Page 34 Configure Internet Mail Routing Page 41 l Getting Started Chapter1 Deploying Exchange Servers he first step along the journey of administering Microsoft Exchange Server 2010 is deploying the product In many cases deploying Exchange isn t a process that should be taken lightly It is vital to build an Exchange infrastructure that can meet the needs of your business ensure appropriate levels of availability and support the growth of your organization Therefore this chapter starts out by explaining the fac tors that go into deploying Exchange before diving into the process of installing Exchange servers Prepare
16. Next On the Readiness Checks page Exchange will perform a series of tests for the Mailbox role Before Exchange installation can continue these checks must pass without any errors If errors are encountered you will need to review and correct them before con tinuing If your server passes all of the readiness checks click the Install button to continue These errors are also captured in the setup log For more infor mation on reviewing the setup log refer to the section Verify a Successful Installation later in this chapter After the server is finished installing click Finish to close the setup wizard Install the Edge Transport Server Role To install an Edge Transport server using the graphical Exchange setup wizard 1 Ensure that the server you are installing the Edge Transport role on is not a member of the Active Directory forest that Exchange is deployed in Install Exchange Server 2010 To verify this open the System applet from Control Panel Start gt Control Panel Under the section labeled Computer Name Domain And Workgroup Settings ensure that the Domain field is empty Follow the instructions in the earlier section Start the Advanced Installation On the Server Role Selection page check the box next to Edge Transport Server Role see Figure 1 9 The Management Tools will automatically be checked as well Click Next to continue Figure 1 9 Choosing to install the Edge Transport Ser
17. Role Selection e Select the Exchange server roles you want to install on this computer mt ZI Malbox Role Description r ning The Exchange Management Tools provides D Installation Type m M Client Access Role the management tools needed to configure E Hib Transpot Role and manage Exchange Server o Selection E n Unified Messaging Role oO Customer Experience 5 Improvement ram E Readiness C BOE Edge Transport Sever Role D Progress SL Management Tools M Disk Space L Completion Disk space required 927 9 MB Disk space available 67359 6 MB Specify the path for the Exchange Server program files E Progrem Files Microsoft Exchange Server V14 Browse re lt Back Cre ce _ 4 On the Configure Client Access server external domain page you are asked whether this Client Access server will be exposed to the Internet If you want your users to access their email from outside of your network you should check the option The Client Access Server Role Will Be Internet Facing You will also need to enter the name that users will use when contacting this Client Access server from the Internet such as mai1 contoso com Click Next to continue On the Customer Experience Improvement Program page choose whether or not you want to participate in the customer experience improvement program and click Next On the Readiness Checks page Exchange will perform a series of tests for the Client Access role Before Exchan
18. Transport Server 1 12 Mailbox Server 2 12 Unified Messaging Server 2 12 Multifunction Server 2 24 CAS Hub Mail The memory requirements for Exchange are also dependent on the role of the server Microsoft makes memory recommendations for most server roles based on the number of processor cores in the server Table 1 2 shows the memory requirements for Exchange based on role Table 1 2 Memory Requirements Role Minimum Memory Maximum Memory Client Access Server 4 GB 16 GB Hub Transport Server 4 GB 16 GB Edge Transport Server 4 GB 16 GB Mailbox Server 4 GB 64 GB Unified Messaging Server 4 GB 16 GB Multifunction Server 8 GB 64 GB CAS Hub Mail Calculating the storage requirements for Exchange is always some what of an art The storage used by Exchange will vary greatly between l Getting Started Chapter1 Deploying Exchange Servers server roles The Client Access CA role has a completely different stor age requirement than the Mailbox MB role which is heavily dependent on the amount of mailbox data that is being stored However there are some baseline storage requirements for every role The Exchange soft ware requires 1 2 GB of free space on the volume that you are installing it on There should also be a minimum of 200 MB free on the operat ing system volume Additional storage requirements will be necessary depending on the type of server as shown in the following list Transport Servers Transport serv
19. a role called Unified Mes saging The Unified Messaging role is not covered in any depth in this book Understand Exchange Requirements When thinking in terms of requirements for Exchange you must take into account multiple facets You need to think of requirements for Exchange in terms of both hardware and software The hardware requirements for Exchange Server 2010 are similar to those for Exchange Server 2007 Typically you must consider three pri mary areas when selecting Exchange hardware Amount and speed of processors Amount of memory Size speed and configuration of storage As with previous versions of Exchange the specifics of your hard ware will vary depending on your design Different roles require differ ent hardware configurations Exchange Server 2010 supports only 64 bit processors in a pro duction environment Unlike with Exchange Server 2007 however Microsoft has decided to not make the 32 bit version available This means any workstations on which you install the Management Tools need to run 64 bit Windows as well as the servers that you use to per form the Active Directory preparation Prepare for Installation The number of processors required for Exchange will vary based on how you use Exchange Table 1 1 shows the processor requirements based on role Table 1 1 Processor Requirements Role Minimum CPU Cores Maximum CPU Cores Client Access Server 2 12 Hub Transport Server 1 12 Edge
20. and configuring Exchange This is especially useful when your system fails the readiness checks The quickest way to view this log is to just review it in Notepad see Figure 1 13 Figure 1 13 Reviewing the Exchange setup log in Notepad E 04 Wee Be Be Be ee Be We We ee We ee ee ee We We We We We We We eee eee Waa PEA Starting Microsoft Exchange 2010 Setuj 04 17 2009 Fe ee Be Be Be eee eee eee ee eee eee eee PAE Local Time Zone GMT 05 00 Eastern Time US amp Canada 04 17 2009 Operating System version Microsoft Windows NT 6 0 6001 04 17 2009 Setup version 14 0 482 20 04 17 2009 Logged on user CONTOSO administrator 04 17 2009 command Line Parameter Name mode Value Install Command Line Parameter Name sourcedir Value C ES1C Command Line Parameter Name fromsetup Value ExSetupUI was started with the following command moc Setup is choosing the domain controller to use Setup is choosing a local domain controller Setup has chosen the local domain controller CONTOSO DC PrepareAD has either not been run or has not replicatec The schema master domain controller is available The schema master domain controller is in the local dom Setup is choosing a global catalog Setup has chosen the global catalog server CONTOSO DC1 Setup will use the domain controller CONTOSO DC1 contc Setup will use the global catalog CONTOSO DC1 contoso No Exchange configuration container was found
21. ation wizard or through the setup command prompt Before per forming the installation ensure that you complete the prerequisite work outlined in the Prepare the Server section earlier in this chapter Install Exchange Using the GUI Installing Exchange using the GUI provides a walkthrough of the process To perform a basic installation through the GUI use the following steps 1 Launch setup exe from the Exchange installation media 2 Inthe installation interface ensure that steps land 2 are com pleted and click the link for Step 3 Choose Exchange Language Option Two additional options will appear below this link The first option Install All Languages From The Language Bundle gives you the ability to load all of the language packs available for Exchange The second option is Install Only Languages From The DVD If you are installing Exchange in English click this option 3 From the main menu in the Exchange setup program select Step 4 Install Microsoft Exchange under the Install section This launches the Exchange Server 2010 installation wizard which will walk you through the remainder of the installation 4 When the installation wizard launches click Next on the Introduction page 5 On the License Agreement page select the option I accept the terms in the license agreement and click Next 6 On the Error Reporting page choose whether or not you want to send error reports back to Microsoft an
22. d click Next 22 Chapter1 Deploying Exchange Servers 7 On the Installation Type page select the option for Typical Exchange Server Installation If you want to install Exchange to a different location on your hard drive you can choose that loca tion here After you re done click Next Figure 1 4 shows the Installation Type page of the wizard Figure 1 4 Selecting the type of Exchange installation ray Exchange Server 2010 Setup EI Introduction Installation Type Select the Exchange Server installation type te o moe a e e O Penara I Typical Exchange Server Installation Di aT The following will be installed on this computer instalation Type Customer Experience Hib Transport Cient Access Improvement Program Eyre O Readiness Checks Exchange Management Tools C Progress E Completion 2 Custom Exchange Server installation i m Use this option to select which of the following roles you went to install on this computer 7 Hub Transport Cent Access Mailbox Unified Messaging Edge Transport Exchange Management Tools Specfy the path for the Exchange Server program files Program Files Microsoft Exchange Server V14 Browse te _ Bx Cea 8 If this is the first Exchange server in your organization you will see the Exchange Organization page next If you see this page you will need to enter a name for the Exchange organization that you are creating If you do
23. des E hnetaliston Type B IM Cien Access Role the management toole needed to configure and manage Exchange Sever o Server Role Esl Hab Transpot Role Selection gin 7 Unified M R gt m A gol Unified Messaging Role Improvement Program BI Edge Transport Server Role D Readness Checks O Progress EJF Management Tools Disk Space E Completion Disk space required 623 9 MB Disk space available 67856 5 MB Specfy the path for the Exchange Server program files Progam Files Microsoft Exchange Server V14 Browse On the Exchange Organization page enter the name of your Exchange organization and click Next On the next page the readiness checks will run This will ensure that your workstation meets the prerequisites for installing the Management Tools and the language packs you selected If there are any errors reported you must resolve those errors and rerun the setup When this completes click Install After installation is finished click the Finish button on the com pletion page Perform Post Installation Tasks 41 Install the Management Tools Using the Command Prompt You can also use the command prompt to install the Management Tools in unattended mode 1 Open the command prompt in administrator mode by right clicking on the Command Prompt icon and selecting Run As Administrator from the drop down list 2 Navigate to the folder of the Exchange installation files l Getting Started 3 Ru
24. e installation Install Using an Answer File An answer file is a plain text file with the appropriate setup switches specified The answer file can contain advanced options necessary for a more thorough Exchange configuration The answer file contains all of the information that the Exchange setup process is looking for so the setup program does not have to Perform Post Installation Tasks 33 prompt the administrator for the answer You only spend a few min utes creating the answer file up front and once it s created installation is a repeatable process that requires very little attention Figure 1 10 illustrates a common answer file Figure 1 10 A common answer file for unattended installation Mj autoinstall Notepad d ioj xj Fie Edit Format View Help 7organizationName Contoso DBFilePath l Getting Started f Using an answer file for unattended installation in Exchange is not a requirement A capable administrator could just as easily run the setup com installation program for Exchange and specify all of the options as switches in that one command However depending on the number of options that are configured during the install this one command could be very long Typing in a very long command even once is prone to error but if you repeat it multiple times for many deployments in the enterprise then you are bound to improperly configure something on the server In many cases therefore creating an answer
25. e without having a designed architecture Putting together a design that represents the end state of your Exchange environment helps you anticipate the overall picture of what you will accomplish with Exchange By laying this out on paper first you will understand every aspect of your Exchange deployment You will easily see where your strong points are as well as your deficien cies and you can tweak your design to compensate for those areas If you deploy Exchange first and then try to tweak your design you will have a much tougher time and incur more setbacks When you re designing your Exchange architecture here are a few l Getting Started areas you need to consider Message Routing The first piece of the Exchange architecture that you should look at is the message routing component You want to make sure that you fully understand the impact of the site topology in Active Directory and how it affects your plans for a routing architecture Server Placement When deciding where to place servers many factors come into play Server placement has a large impact on your site architecture and is also usually tied into the message routing system The idea is to understand where your servers are and how many of them there are at each site Capacity Planning Another important aspect of the Exchange architecture is making sure that the servers can accommodate the number of people that you expect to be using them With Exchange Server 2010 in
26. ers require enough space to store the message queue database You need at least 500 MB but the amount of storage needed will vary depending on how big you expect the queues to get Unified Messaging UM Servers UM servers require an additional 500 MB of disk space for each language pack installed Mailbox Servers The sizing of storage for mailbox servers is heavily dependent on the data that the server will hold The com mon factors in considering this are the number of people on each Mailbox server the limits of their mailboxes and how long you expect to keep deleted mail and mailboxes for In terms of software Table 1 3 illustrates the software requirements for Exchange Server 2010 Table 1 3 Software Requirements Component Minimum Version Required Operating system Windows Server 2008 Standard Edition with SP2 x64 Windows Server 2008 Enterprise Edition with SP2 x64 Windows Server 2008 R2 Standard Edition Windows Server 2008 R2 Enterprise Edition Windows Vista with SP2 x64 Management Tools only Transition from previous Exchange Server 2003 SP2 Exchange versions Exchange Server 2007 SP2 Active Directory Windows Server 2003 Forest Functional Mode One Windows Server 2003 SP2 Global Catalog server in each site Writable domain controller in each site Prepare for Installation 9 Design the Exchange Architecture You would not build a house without having a design first In the same manner you should not deploy Exchang
27. f tests for the Hub Transport role Before Exchange installation can continue these checks must pass without any errors If errors are encountered you must review and correct them before continu ing If your server passes all of the readiness checks then click the Install button to continue These errors are also captured in the setup log For more infor mation on reviewing the setup log refer to the section Verify a Successful Installation later in this chapter 6 After the server is finished installing click Finish to close the setup wizard Install the Client Access Server Role To install the Client Access Server role through the graphical interface 1 Follow the instructions in the earlier section Start the Advanced Installation 2 On the Server Role Selection page check the box next to Client Access Role see Figure 1 7 The Management Tools will auto matically be checked as well Click Next to continue 3 If this is the first Exchange server in your organization then you will see the Exchange Organization page next If you see this page you must enter a name for the Exchange organization that you are creating If you don t see this option then you are installing Exchange into an existing organization 27 l Getting Started 28 Chapter 1 gt Deploying Exchange Servers Figure 1 7 Choosing to install the Client Access role A Exchange Server 2010 Setup P introduction Server
28. file makes a lot of sense When executing the unattended installer with the answer file you will use the AnswerFile switch In the following example I m installing Exchange using an answer file setup com mode install roles mailbox AnswerFi le TypicalExchange txt Perform Post Installation Tasks After Exchange is installed there are some post installation tasks that you will want to run through to finish configuring Exchange and to get mail flowing properly in your organization 34 Chapter1 Deploying Exchange Servers Finalize the Installation After installing the Exchange server you should finalize the installation by performing some additional tasks Enter the Product Key Exchange doesn t require you to enter the product key before instal lation Until you enter a product key Exchange runs in trial mode In trial mode the server functions as Exchange Standard edition The unlicensed server will function in trial mode for 120 days Exchange is more than happy to let you know that you have unlicensed servers Every time the Exchange Management Console is started you will get a list of unlicensed servers and the amount of time before trial mode expires See Figure 1 11 Figure 1 11 The unlicensed server dialog box presented by the Management Console i x 7E The following Exchange 2010 servers in your organization are curently J unlicensed you have a product key select Enter Product Key
29. for Installation Preparation is often a key to success When you take the appropriate amount of time to prepare for a big change in your IT environment you are in a better position to anticipate potential problems and you are more likely to be ready with a solution In preparation for the installation of Exchange you need to focus on three stages Without considering all three of these stages you could encounter many setbacks during the deployment of Exchange These three stages are as follows 1 Properly planning the Exchange deployment 2 Preparing Active Directory 3 Preparing the server that runs Exchange Plan the Exchange Deployment Planning the deployment of Exchange is a crucial step that should be given heavy consideration A properly planned Exchange deployment will help minimize the problems that you could run into during deploy ment Many different frameworks exist for deployment planning Regardless of your methodology for planning Exchange the process encompasses three common elements 1 Know where you are starting from and weigh that against the requirements for Exchange 2 Design a well thought out Exchange architecture 3 Create a deployment plan that helps you understand how to get from where you are to where you want to be Prepare for Installation 5 These three components are a required part of a solid deployment strat egy for Exchange If any of them are omitted you are sure to encounter bumps alo
30. for the c The following roles are unpacked The following datacenter roles are unpacked bd Li 4 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 04 17 2009 a mmnm You can also review the setup logs using a PowerShell script that parses the output for you You can find the Get SetupLog ps1 script from the C Program Files Microsoft Exchange Scripts folder Sample output is shown in Figure 1 14 Check the Health of the Server After you verify that the installation of Exchange was successful you can check the overall health of the Exchange server The primary method for checking the health of the server is the Application log in the Event Viewer and the Exchange Management Shell Perform Post Installation Tasks 37 Figure 1 14 Reviewing the setup logs in PowerShell E Machine Contoso Ex1 10 x PS C Program Files Microsoft Exchange Server U14 Scripts gt get setuplog psl Setup launched task test setuphealth DomainController CONTOSO DC1 con toso con Down loadConf igurat ionUpdates true A 14 86 48 2 20 Roles Global ScanType PrecheckInstall Setu les Glohal PrepareDonain null PrepareLegacyExchangePerniss ions ppt PrepareOr ganization true PrepareSchema true CustomerFeedbackEnabled true TERROR Cannot find information abou the oca erve CONT OSC 1 conto o co
31. ge Management Shell to review the configuration of the Exchange server that you just installed Open the Exchange Management Shell and run the Get ExchangeServer cmdlet Install the Management Tools on a Different Computer To help with the ongoing management of the Exchange server you will want to install the Exchange Management Tools on another computer Doing so will allow you to administer the Exchange Server without hav ing to log into it One of the great improvements in Exchange Server 2010 in terms of administration is the powerful remote administration capabilities These capabilities are exposed through the combination of the Exchange 38 Chapter1 Deploying Exchange Servers Management Console and the Exchange Management Shell Exchange Server 2010 uses Windows Remote Management WinRM to bring the power of the Exchange Management Shell to your workstation Figure 1 15 Reviewing the logs to ensure server health File Action View Help Alm b es vent Viewer Local ki 4 Custom Views E L Windows Logs A Application I 5 28 2009 12 29 51 MSExchange Configuration Cmdet 7 Security 5 28 2009 12 29 51 MSExchange Configuration Cmdet amp Setup 5 28 2009 12 29 51 MSExchange Configuration Cmdet fa System 5 28 2009 12 MSExchange Configuration Cmdet Ey Forwarded Ev j e Configuration Cmdi a ic Applications and 5 28 2009 12 MSExchange Configuration Cmdet zd Subscriptions vse 5 28 20
32. ge Packs Prerequisites T gi sie Bapeed Time 00 00 08 Configure Client D Access server D Hub Transport Role Prerequisites atema domain 8 Time 00 00 06 py Cestomer Experience a improvement Program Client access Role Prerequisites gt PP Pe O Readiness Checks Bapsed Time 00 00 05 O Progress a ition m Mailbox Role Prerequisites a Bapsed Time 00 00 04 Select Qri C to copy the conterts of this page e lt er C cs f To perform a basic installation using the command prompt take the following steps 1 Open a command prompt in administrator mode by right clicking on the Command Prompt icon and selecting Run As Administrator from the drop down list 2 Navigate to the folder that contains the Exchange installation media 3 Run the following command setup com mode install role mailbox hubtransport clientaccess OrganizationName Name0fExchange0rg Perform an Advanced Installation An advanced installation of Exchange requires you to more thoroughly think through your implementation path ahead of time Exchange allows different servers to perform different roles Exchange servers can host multiple roles or even just one role per server Performing an advanced installation gives you more control over the roles that you will install Install Exchange Server 2010 Select Which Roles to Install Some roles require more planning before being implemented so before you can complete the advanced installation
33. ge Transport Server Role Ci Progress fir Management Tools m Disk Space L Completion Disk space required 963 9 MB Disk space available 67359 6 MB Specify the path for the Exchange Server program files EAProgrem Files Microsoft Exchange Server V14 Browse e lt Back nees coce 29 B Getting Started 30 Chapter1 Deploying Exchange Servers If this is the first Exchange server in your organization then you will see the Exchange Organization page next If you see this page you must enter a name for the Exchange organization that you are creating If you don t see this option then you are installing Exchange into an existing organization If this is the first mailbox server in your organization then you will also see the Client Settings page The question here is whether you want to install a public folder database If you have older or legacy clients in your environment then choose Yes If you choose No you can go back and add a public folder database later Click Next to continue Public folder databases are required for certain clients such as Outlook 2003 and earlier because those clients rely on the system information that is stored in public folders However newer clients such as Outlook 2007 don t require this functionality On the Customer Experience Improvement Program page choose whether or not you want to participate in the customer experience improvement program and click
34. ge installation can continue these checks must pass without any errors If errors are encountered you will need to review and correct them before con tinuing If your server passes all of the readiness checks click the Install button to continue Install Exchange Server 2010 These errors are also captured in the setup log For more informa tion on reviewing the setup log refer to the section called Verify a Successful Installation later in this chapter 7 After the server is finished installing click Finish to close the setup wizard Install the Mailbox Server Role To install the Mailbox Server role through the graphical interface 1 Follow the instructions in the earlier section Start the Advanced Installation 2 On the Server Role Selection page check the box next to Mailbox Role see Figure 1 8 The Management Tools will automatically be checked as well Click Next to continue Figure 1 8 Choosing to install the Mailbox role DAJ Exchange Server 2010 Setup Introduction Server Role Selection BB License Agreement Select the Exchange server roles you want to install on this computer 5 mal Mailbox Role Description Eror Reporting The Exchange Management Tools provides E Installation Type 2 FT Glent Access Role the management tools needed to configure and manage Exchange Server pg Sever Role iT Hub Transport Role 6 ain Unified Messaging Role a neat pieces a i Resdiness Checks BOE Ed
35. m in Active ector T na e related to a change in the serv name Runspace context Execut ing user contoso com Users fAdministrator Execu ting user organization Current organization Boganaiag procsses ing TERROR oulan t Find the Enterpris ontainer ontainer 1 Organizat ior Organization l Getting Started no n a on t conpute T erManagerCmd BSAT ADDS or rostar etup on a domain con Ending processing Regina dng processing 1 Couldn t find the Enterprise Organization container Ending processing Beginning processing er tion container TERROR Could t Find the Ent prise Organization antainens lt omponen not nstalled I TERRORI The Tis E pi Ae vor Manager component is not installed I nstall the component via Server Manager IIS 6 Management Console component is recommended as it xl VARNING The Any errors or warning processed by Exchange are reported in the Application log in Event Viewer You can use the following procedures to review the Application log 1 Click Start gt Administrative Tools gt Event Viewer to launch the Event Viewer tool 2 Inthe left pane of Event Viewer expand the Windows Logs node and select Application This will display the Application log in the center pane of Event Viewer as shown in Figure 1 15 3 Review the list of application events for any errors or warnings that may pertain to Exchange Server You can also use the Exchan
36. n t see this option then you are installing Exchange into an existing organization 9 If this is the first Exchange server in your organization then you will also see the Client Settings page The question here is whether you want to install a public folder database If you have older or legacy clients in your environment then choose Yes If you choose 10 11 12 13 Install Exchange Server 2010 23 No you can go back and add a public folder database later Click Next to continue Public folder databases are required for certain clients such as Outlook 2003 and earlier because those clients rely on the system information that is stored in public folders However newer cli ents such as Outlook 2007 don t require this functionality On the Configure Client Access Server External Domain page you are asked whether this Client Access server will be exposed to the Internet If you want your users to access their email from outside of your network you should check the option The Client Access Server Role Will Be Internet Facing You will also need to enter the name that users will use when contacting this Client Access server from the Internet such as mail contoso com Click l Getting Started Next to continue On the Customer Experience Improvement Program page choose whether or not you want to participate in the customer experience improvement program and click Next On the Readiness Checks page see Figure 1
37. n the following command setup com mode install role managementtools 4 Verify that the installation completed by reviewing the output of the command prompt for any errors If any errors were encountered correct them and rerun the unattended setup Configure Internet Mail Routing After your Exchange server is installed one of the more common tasks is to set up Internet mail routing The depth of procedures to accomplish this will vary depending on your configuration of Exchange When using the Typical Exchange Installation option in the Exchange setup you can use the following set of procedures to get Internet mail routing config ured Note that this setup includes using the Hub Transport server to route Internet mail instead of an Edge Transport server Create the DNS MX Records The Mail eXchanger MX records in DNS allow mail servers outside of your organization to figure out which server to send mail to Without MX records you can route mail inside your Exchange organization but you will not be able to receive Internet mail In DNS create a record with the type MX that points to the server that is going to route Internet mail for your organization in this example it s the Hub Transport server The following record will need to be created lt Domain Name gt IN MX lt Priority gt lt Server Name gt 42 Chapter Deploying Exchange Servers For the Hub Transport server in the contoso com domain the MX record wo
38. ng the way Understand the Server Roles Exchange Server 2010 uses the concept of roles A server with a particu lar role performs a specific functionality In a typical Exchange installa tion four roles are commonly used Hub Transport Server Role The Hub Transport Server role is responsible for transporting email around the Exchange organiza tion Every message that is sent or received in the organization flows through at least one Hub Transport server Because of this the Hub Transport server provides the perfect location for virus scanning transport rules or other activities that would require every message to be touched In Exchange Server 2010 you are required to have at least one Hub Transport server in every site that contains Mailbox servers It also makes sense to install additional Hub Transport servers in each site for redundancy and load balancing Client Access Server Role The Client Access Server role is the connection point for your email clients Because Exchange Server 2010 uses Client Access servers to perform MAPI the Messaging Application Programming Interface on the Middle Tier MoMT all connectivity from mail clients is funneled through these servers MoMT is a feature that moves the client access point for all mail box connections to a Client Access server instead of the Mailbox server Therefore it s important to ensure that you have enough Client Access servers to handle your expected load Generally
39. nization If the Exchange organization does not already exist you ll need to supply the organization name when you perform this process To prepare the Active Directory forest run the following command setup com PrepareAD Prepare the Active Directory Domains In addition to preparing the schema and the forest each domain that contains Exchange servers or mail enabled users will also have to be updated This process can be run on each domain individually or on all of the domains at the same time To prepare the Active Directory domains individually open a com mand prompt and run the following command from the Exchange installation media setup com PrepareDomain Domain_Name Prepare for Installation For example the contoso com domain would be prepared with the command setup com PrepareDomain contoso com If you run the command with only the PrepareDomain switch and do not specify a domain name the command will run against the domain that you are currently logged in at You do not need to perform this step in the domain that you ran PrepareAD from To prepare all of the domains in the forest run the following command from a command prompt setup com PrepareAl 1Domains Prepare the Server Before Exchange Server 2010 can be installed on a member server there are some prerequisites that must be met When using the instal lation interface these prerequisites are outlined as a series of steps you need to take before yo
40. on the server work center action pane If you dont have a product key see http g0 microsoft com wiink Linkid 147403 for information about how to license your Exchange 2010 servers CONTOSO EX01 119 days You can also obtain this same information using the Exchange Management Shell EMS The Exchange Management Shell is covered in detail in Chapter 2 Using the Exchange Management Console and the Exchange Management Shell To obtain licensing information use the following one liner Get ExchangeServer where object _ IsExchange2007TrialEdition match true An example result of the licensing information command is shown in Figure 1 12 Perform Post Installation Tasks 35 Figure 1 12 Licensing information obtained from the EMS ib tacie cones etl T PS C Windows S ystem32 gt Get ExchangeServer where object lt _ IsExchange2607Trila alEdition natch true 4 Name Site ServerRole Edition AdninDisplaye rsion CONTOSO EX1 Mailbox Standard Version 14 PS C ihindows System32 gt l Getting Started The product key is entered after the server is installed To enter the key you will use the Exchange Management Console 1 Open the Exchange Management Console by clicking Start gt All Programs gt Microsoft Exchange Server 2010 gt Exchange Management Console In the left pane of the EMC click on the Server Configuration Node In the center pane select the server
41. ools with the GUI To install the AD Management Tools with the GUI 1 Click Start gt Administrative Tools gt Server Manager to open the Server Manager tool 12 Chapter1 Deploying Exchange Servers 2 Once Server Manager is open you will see a set of nodes in the left pane Right click on the node called Features and select Add Features from the menu as shown in Figure 1 1 This launches the Add Features Wizard Figure 1 1 Launching the Add Features Wizard in Server Manager oxi Fle Acton Wew Hep ee 2in e Server Manager CONTOSO X01 a gi View the status of features instaled on this server and add or remove features m gt Configuration Storege Features Summary H Feetures summery Help Features lof 3Sinstalec E Add Featur 4B Remove F zb NET Framework 3 0 Features NET Framework 3 0 XPS Viewer 2 Last Refresh 5 13 2009 5 17 52PM Configure refresh 3 Inthe middle of the Add Features Wizard scroll down the list of available features and click on the plus sign next to the fea ture Remote Server Administration Tools to expand that feature Then expand the Role Administration Tools feature as shown in Figure 1 2 4 Click the check box for the Active Directory Domain Services Tools option and click Next 5 In the confirmation dialog box verify that you are installing the Remote Server Administration Tools and then click the Install button Prepare for Installation Figure 1 2
42. port servers and listen for incoming mail on a specific port You will 46 Chapter Deploying Exchange Servers need to modify the default receive connector for routing Internet mail which listens on port 25 of your Hub Transport server Configure the Receive Connector Permissions Using the Exchange Management Console To configure the receive connector permissions using the Exchange Management Console follow these steps 1 Open the Exchange Management Console by clicking Start gt All Programs gt Microsoft Exchange Server 2010 gt Exchange Management Console 2 Inthe left pane of the EMC open the Server Configuration node and choose Hub Transport 3 Atthe bottom half of the center pane choose the Default Receive Connector and in the right pane select Properties as shown in Figure 1 22 The Properties dialog box will appear Figure 1 22 Opening the properties for the default receive connector E exchange Management Console E mioj xi Fle Action vew Hep eS Tn Microsoft Exchange By Mcrosoft Exchange OnPre f E B Organization Configura af Create fiter E Maibox eB Chent Access fs Hub Transport Version ES tab Transport FICONTOSO EXOT Hub Transport Cient Acc Version 14 0 Bull Si jeje Unified Messaging Server Configuration fy Maibox B Clent Access Ex RUB Transport fis Unified Messaging amp Recipient Configuration 2 CONTOSO EXx01 ts Toolbox A Clent CONTOSO EX01
43. rver Role Selection B5 Ucense Agreement Select the Exchange server roles you want to install on this computer mal Mailbox Role Description el D Eror Reporting The Hub Transport server role provides routing D installation Type amp MT Client Access Role within a secure Active Directory ste Through a configurable options the Hub Transport server o Server Role E M Hub Transpor Role role can also apply messaging policies security S lection F Untied M Role policies and antispam and antivirus policies to 3 an lessagng e mail messages in transport a E Roais i BOE Edge Transport Server Role O Progress EJE Management Tools m Disk Space L Completion Disk space required 808 9 MB Disk space available 67359 6 MB Specify the path for the Exchange Server program files EAProgrem Files Microsoft Exchange Server V14 Browse r lt Back Nees coce Install Exchange Server 2010 3 Ifthis is the first Exchange server in your organization you will see the Exchange Organization page next If you see this page you will need to enter a name for the Exchange organization that you are creating If you don t see this option then you are installing Exchange into an existing organization 4 Onthe Customer Experience Improvement Program page choose whether or not you want to participate in the customer experience improvement program and click Next 5 Onthe Readiness Checks page Exchange will perform a series o
44. s for each set of nternet Information Services World Wide Web Service W3SVC 2007 Office System Converter Filter Pack IS 6 Metabase Compatibility IS 6 Management Console Web Server IIS Tools Windows Process Activation Service Process Model IS 7 Basic Authentication IS 7 Windows Authentication IS 7 NET Extensibility Active Directory Lightweight Directory Services Web Server IIS Tools IIS 6 Metabase Compatibility IIS 6 Management Compatibility IIS 6 Management Console components Table 1 5 lists the package to install for each role Table 1 5 Server Component XML Files XML File Hub Transport Server Client Access Server Unified Messaging Server Mailbox Server Edge Transport Server Typical Exchange Installation All Server Roles exchange hub xm exchange cas xml exchange um xml exchange mbx xm exchange edge xml exchange typical xml exchange al1 xml 19 B Getting Started 20 Chapter1 gt Deploying Exchange Servers These XML files are located on the Exchange installation media under the Scripts folder To install the components with the XML file run the following command ServerManagerCmd ip lt path and name of XML file gt For example to install the server components for the Typical Exchange Installation use the following command ServerManagerCmd ip exchange typical xml Configure the Net Tcp Port Sharing Service If you are installing the Client Access role on
45. sole 2 Inthe left pane of the EMC open the Organization Configuration node and choose Hub Transport 3 Inthe center pane choose the Send Connector tab 4 Inthe right pane under Hub Transport Actions choose the option New Send Connector see Figure 1 20 The wizard launches 44 Chapter1 Deploying Exchange Servers Figure 1 20 Launching the New Send Connector wizard change Management Console amp New Remote Doman j New Accepted Domain LA New E mail Address Polic E New Transport Rule New Journal Rube 5 Inthe New Send Connector wizard type the name of the connector and choose Internet for its intended use 6 Inthe Address Space dialog box click the Add button This will add a new SMTP address space and open the SMTP Address Space dialog box 7 Inthe Address field enter an asterisk Ensure that you check the box Include All Subdomains as shown in Figure 1 21 Click OK Click Next in the wizard Figure 1 21 Configuring the Send Connector options SMTP Address Space Perform Post Installation Tasks 45 8 Inthe Network Settings dialog box select the option Use Dynamic Name System DNS MX Records To Route Automatically Click Next 9 Inthe Source Servers dialog box ensure that the correct Hub Transport server is selected and click Next 10 Inthe New Connector dialog box click New After the new con nector is created click Finish to exit l Getting Started
46. talled will depend on the roles that you select dur ing installation Table 1 4 shows the required components for each role These features can be installed with the Add Roles or Add Features task in Server Manager Table 1 4 Required Components per Server Role Role Component Hub Transport IIS 6 Metabase Compatibility Web Server IIS Tools Windows Process Activation Service Process Model S 7 Basic Authentication S 7 Windows Authentication S 7 NET Extensibility S 6 Management Console Client Access Internet Information Services World Wide Web Service W3SVC HTTP Activation IIS 6 Metabase Compatibility IIS 6 Management Console IIS 7 Dynamic Content Compression IIS 7 Static Content Compression Web Server IIS Tools Windows Process Active Service Process Model S 7 Basic Authentication S 7 Windows Authentication S 7 Digest Authentication S 7 NET Extensibility Unified Messaging Windows Media Encoder Windows Media Audio Video Codec IIS 6 Metabase Compatibility Web Server IIS Tools Windows Process Activation Service Process Model S 7 Basic Authentication S 7 Windows Authentication S 7 NET Extensibility S 6 Management Console Prepare for Installation Table 1 4 Required Components per Server Role continued Component Mailbox Edge Transport Management Tools Rather than installing all of these components one at a time Exchange Server 2010 setup provides ServerManagerCmd XML file
47. that is unlicensed In the right side under the Action pane select Enter Product Key a PF YN In the Product Key dialog box type in the product key and click Enter 6 Restart the Information Store service for the changes to take effect You can also use the EMS to enter the product key With the EMS you have ability to do this easily in bulk or to script the product at the end of an automated installation You can use the Set ExchangeServer cmdlet to license the server Set ExchangeServer Identity MAILSRV1 ProductKey XXXXX XXXXX XXXXX XXXXX XXXXX If you want to enter a product key for all unlicensed servers in your Exchange organization you can use the following one liner Get ExchangeServer where object _ IsExchange2007TrialEdition match true Set ExchangeServer ProductKey XXXXX XXXXX XXXXX XXXXX XXXXX 36 Chapter1 Deploying Exchange Servers Verify a Successful Installation Another thing that you will want to do after Exchange is installed is to verify that the installation was completely successful In particular you will want to review the setup logs All of the setup logs for Exchange are found in a folder on the root of the system drive If your system drive is C then the logs are stored in the folder C ExchangeSetupLogs The primary log that contains setup information about Exchange is ExchangeSetup og This log file records the status of every task that the installer performs when installing
48. trators who are trusted to perform certain tasks such as updating the schema Performing certain tasks separately allows you to delegate those tasks to others NOTE Exchange Server 2010 is the first version of Exchange that will not have a 32 bit install package Therefore all of the Active Directory preparation must be performed from a 64 bit system E Getting Started The Active Directory preparation process consists of a series of steps 1 Prepare the legacy permissions if you re running Exchange Server 2003 2 Update the Active Directory schema 3 Update the Active Directory forest 4 Update each of the domains that will house Exchange or mail enabled users TIP Before Active Directory can be prepared the server that you are using to run the preparation steps must have PowerShell ver sion 2 0 and Windows Remote Management WinRM version 2 0 installed The steps for installing these updates are covered in the upcoming section Prepare the Server Install the Active Directory Management Tools If you are not using a domain controller to update Active Directory AD and are instead using a Windows Server 2008 member server you must first install the AD Management Tools on the server These tools are installed through the Server Manager on the member server You can add these tools by either using the Server Manager graphical user interface GUI or by using the ServerManagerCmd command Installing the Management T
49. tton to continue 31 B Getting Started 32 Chapter1 Deploying Exchange Servers These errors are also captured in the setup log For more informa tion on reviewing the setup log refer to the section called Verify a Successful Installation later in this chapter 6 After the server is finished installing click Finish to close setup wizard Perform an Automated Installation Installing Exchange through the setup wizard makes the Exchange instal lation process simple However when deploying multiple Exchange serv ers across a large enterprise we need a repeatable process that is quick to execute and ensures consistency across servers Automating the installa tion of Exchange provides this level of assurance Perform an Unattended Install Performing an unattended setup of Exchange is accomplished with the setup command line installer Using the command line installer you can run setup and specify the options that you want to customize as parameters For example if you want to install a Mailbox server you can use the following setup command setup com mode install roles Mailbox OrganizationName Contoso Executing the command setup com will give you a list of all of the supported setup parameters Error checking is performed during the install and the results are dis played on the screen If errors are encountered the unattended installer stops You will then have to correct the errors before restarting th
50. u can start the installation of the Exchange server software Figure 1 3 shows the necessary steps in the installa tion interface Figure 1 3 The Exchange Server 2010 installation interface 15 B Getting Started 5 16 Chapter1 gt Deploying Exchange Servers If you attempt to skip ahead to Step 4 and try to install Exchange an error will be returned stating that you can t continue unless you install the prerequisite software This software needs to be installed even if you are only installing the Exchange Management Tools on a workstation This is because the Exchange Management Tools need the prerequisite software in order to manage Exchange remotely NOTE Throughout the installation process of Exchange you may encounter User Account Control UAC prompts UAC is a security mechanism that is built into newer versions of Windows to prevent unauthorized software from making changes to your computer If you encounter UAC prompts at any point during Exchange installation click the Yes button to continue and autho rize Exchange to install Install NET Framework 3 5 SP1 The first step to preparing the server is to install the Microsoft NET Framework version 3 5 with SP1 The NET Framework provides a framework for developers to use when developing applications Exchange Server 2010 takes advantage of the 3 5 SP1 version of the framework The process for installing NET Framework 3 5 SP1 is different for Windows Server 200
51. uld be contoso com IN MX 10 contoso hub contoso com To create this record using Windows DNS follow these steps 1 Open the DNS management snap in by clicking Start gt Administrative Tools gt DNS In the left panel of the DNS Manager browse down to the for ward lookup zone that represents your domain see Figure 1 18 Figure 1 18 Opening the forward lookup zone for your domain in DNS Manager DNS Manager File Acton View Help s Ariposibmlaas amp ows E CoNToso pc1 H Global Logs C Forward Lookup Zones H E _msdes contoso com amp eonitoso com a E _msdes A 3 aas same as parent folder Start of Authority SOA 22 contoso dcLcontoso aA uo same as parent folder Name Server NS contoso icl contose com m E DomainOnsZones same as parent folder Host A 10 10 10 10 m C ForestOnszones E contoso dc1 Host A 10 10 10 10 5 Reverse Lookup Zones J CONTOSO EX1 Host A 10 10 10 11 4 16 2009 1 2 C Conditional Forwarders CONTOSO HUB Host A 10 10 10 12 3 Right click on the zone and select New Mail Exchange MX from the drop down list 4 For the domain name of the record ensure that the fully quali fied domain name FQDN points to the name of the domain that Exchange is authoritative for To accomplish this for contoso com the Host Or Child Domain box is left empty Enter the FQDN of the Hub Transport server in the Fully Qualified Domain Name FQDN
52. ver role LA Exchange Server 2010 Setup D Introduction Server Role Selection Be License Ana Select the Exchange server roles you want to install on this computer i 5 al Mailbox Role Description Eror Reporting f The Edge Transport Role performs anti spam D installation Type amp I Glert Access Role and antivirus filtering and applies messaging 5 and securty policies to messages in transport os er Role i FE Hub Trensport Role This role is deployed in the perimeter network forest Selection zs Ball Untied Messagg Pole and outside the secure Active Directory fore Customer pma Improvement ram wv T TARIE A B Edge Transport Server Role O Progress EJM Management Tools M Disk Space Gi Completion Disk space required 937 9 MB Disk space available 67359 6 MB Specify the path for the Exchange Server program files EAProgrem Files Microsoft Exchange Server V14 Browse lt Bock _ Net gt _ Cancel 4 Onthe Customer Experience Improvement Program page choose whether or not you want to participate in the customer experience improvement program and click Next On the Readiness Checks page Exchange will perform a series of tests for the Edge Transport Server role Before Exchange instal lation can continue these checks must pass without any errors If errors are encountered you must review and correct them before continuing If your server passes all of the readiness checks click the Install bu
53. version 2 and Windows Remote Management 2 0 Windows Server 2008 R2 already contains the necessary components in this update so this only needs to be applied to Exchange servers running on Windows Server 2008 with SP2 PowerShell version 2 is used for running the Exchange Management Shell in Exchange Server 2010 PowerShell offers a great command line interface for performing administrative tasks and running powerful scripts Before installing PowerShell version 2 remove all previous ver sions of PowerShell that were installed on the server Windows Remote Management WinRM 2 0 is used to allow remote management capabilities on the Exchange server through PowerShell Download the Management Framework from http go microsoft com fwlink LinkId 157601 To install the Management Framework 1 Download and launch the Windows6 0 KB968930 x64 msu installa tion package 2 The Windows Update Standalone Installer dialog box will appear Click OK to continue installation 3 When the installer launches click the I Accept button to accept the license terms 4 When the update package completes you will be asked to reboot the server Click the Restart Now button and allow the system to reboot 18 Chapter1 gt Deploying Exchange Servers Install the Required Server Components There are potentially several server components that you are required to install before you can install Exchange Server 2010 The components that need to be ins
54. you need to know what roles you are installing on the Exchange server Before choosing to install roles review the section Prepare the Server earlier in this chapter and ensure that you have installed all of the prerequisites for the role In most cases roles can be grouped together without discrimination However there are some situations where you will want a particular server to retain a single role rather than multiple roles For example your Client Access servers may be Internet facing In that situation adding the Mailbox role to those servers may impose too much data exposure risk Start the Advanced Installation The beginning of the process for performing an advanced installation of Exchange is the same for every role when you are using the graphical Exchange setup wizard Use these steps to start the installation and then use the following sections that pertain to the roles you want to install in order to complete the installation 1 Launch setup exe from the Exchange installation media 2 Inthe installation interface click on the link for Step 3 Choose Exchange Language Option Two additional options will appear below this link The first option is labeled Install All Languages From The Language Bundle and it gives you the ability to load all of the language packs available for Exchange The second option is labeled Install Only Languages From The DVD If you are installing Exchange in English click this
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