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Microsoft Exchange 2013 Cookbook
Table of Contents
Microsoft Exchange 2013 Cookbook
Credits
About the Author
Acknowledgments
About the Author
Acknowledgments
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Planning an Exchange Server 2013 Infrastructure
Introduction
Gathering the business requirements
Getting ready
How to do it…
There's more...
Sizing Exchange 2013
Getting ready
How to do it…
Step 1—Gathering the data
Step 2—Calculating the requirements
There's more...
Preparing for Exchange 2013
Getting ready
How to do it...
Supported coexistence scenarios
Hardware requirements
Operating system requirements
How it works...
Designing storage for Exchange
Getting ready
How to do it...
How it works...
There's more...
Understanding Active Directory and DNS dependencies
Getting ready
How to do it...
Active Directory system requirements
DNS infrastructure requirements
Troubleshooting DNS
Logging events and debugging
Basic DNS commands
How it works...
Planning related platform components
How to do it...
Firewall and/or reverse proxy
SMTP gateway/Anti-Spam/Malware/Virus appliance
Telephony system or Microsoft Lync Server for voice or unified messaging integration
SharePoint
Faxing solution
Backup and restore
Custom developed and other third-party applications
Software-based anti-virus
There's more...
2. Installing Exchange Server 2013
Introduction
Preparing the Active Directory
Getting ready
How to do it…
Active Directory schema extension
Preparing Active Directory, groups and permissions
How it works...
There's more…
Installing Exchange 2013 prerequisites
Getting ready
How to do it…
Windows Server 2008 R2 Service Pack 1 (or higher)
Windows Server 2012
How it works…
Installing Exchange 2013 using the Setup Wizard
How to do it…
Installing Exchange 2013 from the command line
How to do it…
There's more...
Verifying the Exchange 2013 installation
How to do it…
Get-ExchangeServer
Setup Log file and Event Viewer
How it works...
There's more...
Introducing the Exchange Admin Center
Getting ready
How to do it…
There's more…
Uninstalling an Exchange 2013 Server or Server role
Getting ready
How to do it…
By using the Setup Wizard
By using the command line
How it works...
There's more…
3. Configuring the Client Access Server Role
Introduction
Configuring certificates
Getting ready
How to do it…
Creating a shared network folder
Creating a certificate request
Completing a certificate request
Exporting a certificate
Importing a certificate
Enabling a certificate
How it works…
Wildcard certificates
See also
Configuring Autodiscover
How to do it...
Configuring the AutodiscoverServiceInternalURI
Configuring the AutodiscoverSiteScope
How it works…
See also
Configuring Outlook Anywhere
How to do it...
How it works...
See also
Configuring Outlook Web App
Getting ready
How to do it...
Configuring Access to OWA
Enabling/Disabling OWA
Controlling OWA features globally
OWA Mailbox Policies
Configuring Exchange Web Services
How to do it...
Configuring Exchange ActiveSync
How to do it...
See also
Configuring ActiveSync Device Access
Getting ready
How to do it...
Defining the default access level for the entire organization
Blocking specific devices
Explicitly allowing or blocking devices for an individual user
Configuring ActiveSync Auto-Block Thresholds
How it works...
Device Access evaluation
ActiveSync Device Auto-Block Thresholds
Configuring SMTP
How to do it...
Creating Receive Connectors
Configuring Logging
How it works...
See also
Configuring POP and IMAP
How to do it...
How it works...
See also
Using non-Microsoft clients with Exchange Server 2013
4. Configuring and Managing the Mailbox Server Role
Introduction
Creating and removing mailbox databases
How to do it...
Creating a new mailbox database
Removing a mailbox database
How it works...
There's more...
Mounting and dismounting mailbox databases
Getting ready
How to do it...
Mounting a database
Dismounting a database:
How it works...
There's more...
See also
Moving database files to another location
Getting ready
How to do it...
There's more...
Configuring circular logging
Getting ready
How to do it...
How it works...
See also
Creating and removing mailboxes
Getting ready
How to do it...
Creating a new user with mailbox
Enabling a mailbox for an existing user
Removing a mailbox
Disabling a mailbox
How it works...
There's more...
Working with disabled mailboxes
Managing resource mailboxes
Getting ready
How to do it...
Creating a new room mailbox
Configuring booking options
How it works...
There's more...
Defining additional custom resource properties
Adding custom properties to a resource
See also
Configuring mailbox size limits
Getting ready
How to do it...
Configuring mailbox sizes at database level
Configuring mailbox sizes at user level
How it works...
Managing personal archives
Getting ready
How to do it...
How it works...
See also
Assigning mailbox permissions
Getting ready
How to do it...
Assigning full access permissions to a mailbox
Assigning send-as or send on behalf of permissions
Granting receive-as permission
How it works...
There's more...
See also
Moving mailboxes to another database
Getting ready
How to do it...
Moving mailboxes using migration batches
Moving mailboxes using move requests
Checking the progress of a mailbox move
Checking the status of a migration batch
Removing completed move request
How it works...
There's more...
Synchronous mailbox moves
Bad item limit
See also
Managing public folders
Getting ready
How to do it...
Creating new public folder mailboxes
Creating public folders
Managing public folder permissions
How it works...
See also
Configuring outbound mail flow
Getting ready
How to do it...
How it works...
There's more...
Send connector costs
Configure a send connector to route e-mails through the Client Access Server
See also
Configuring accepted domains
Getting ready
How to do it...
How it works...
There's more...
Configuring e-mail address policies
See also
Configuring message size limits
Getting ready
How to do it...
Configuring message size limits at organizational level
Configuring message size limits at connector level
Configuring message size limits at mailbox level
How it works...
See also
5. Configuring External Access
Introduction
Configuring Exchange workloads for external access
How to do it...
Configuring Outlook Web App
Configuring the Exchange Admin Center
Configuring Exchange Web Services
Configuring the Offline Address Book
Configuring ActiveSync
How it works...
There's more...
Turning off the Exchange Admin Center
See also
Configuring Autodiscover
Getting ready
How to do it...
Configuring Autodiscover redirection when using multiple primary e-mail domains through IIS
Using SRV records record
How it works...
See also
Configuring Outlook Anywhere to support external access
How to do it...
How it works...
See also
Publishing Exchange onto the Internet through TMG 2010
Getting ready
How to do it...
Creating a publishing rule for ActiveSync
Creating a publishing rule for OWA
Creating a publishing rule for Outlook Anywhere
Publishing Autodiscover
Configuring basic authentication
How it works...
Publishing Exchange onto the Internet through UAG 2010 SP3
Getting ready
How to do it...
Creating a new HTTPS-trunk
Configuring Outlook Anywhere and Exchange ActiveSync
Configuring Exchange for basic authentication
How it works...
Publishing Exchange 2013 to the Internet without using a reverse proxy solution
Getting ready
How to do it...
How it works...
6. Implementing and Managing High Availability
Introduction
Designing for high availability
How to do it...
Creating a highly available Client Access Server infrastructure
Load balancing at layer 4 using DNS round robin
Getting ready
How to do it...
How it works...
Load balancing at layer 4 using a single IP address and a load balancer
Getting ready
How to do it...
How it works...
Load balancing at layer 4 using multiple IP addresses and a load balancer
Getting ready
How to do it...
How it works...
Load balancing at layer 7 using a load balancer
Getting ready
How to do it...
How it works...
There's more...
Creating a highly available mailbox server infrastructure
Configuring a DAG
Getting ready
How to do it...
How it works...
Managing a DAG
Getting ready
How to do it...
Adding database copies
Moving database paths
Checking replication status
Testing Replication Health
How it works...
There's more...
Configuring transport high availability
How to do it...
Configuring safety net parameters
How it works...
Shadow Redundancy
Safety net
Configuring redundant inbound mail delivery
Getting ready
How to do it...
How it works...
There's more...
Performing maintenance in a highly available environment
Getting ready
How to do it...
Starting maintenance on Mailbox or multi-role servers
Starting maintenance on Client Access Servers
Stopping maintenance
How it works...
There's more...
7. Transitioning to Exchange Server 2013
Introduction
Installing Exchange 2013 in an existing Exchange organization
Getting ready
How to do it...
Preparing the existing Exchange Organization
Preparing Active Directory
Check whether an Offline Address Book has been defined
Configuring an OAB for a mailbox database
Installing Exchange 2013 CU2
Performing Exchange 2013 post installation steps
Getting ready
How to do it...
Accessing the Exchange Admin Center
Configuring virtual directories
Configuring Autodiscover
Configuring certificates
Configuring Outlook Anywhere
Configuring a Legacy Namespace (Exchange 2007 only)
Pointing DNS to Exchange 2013
There's more...
Moving mailboxes to Exchange 2013
Getting ready
How to do it...
Determining migration batches
Creating migration batches
Scheduling migration batches
There's more...
Synchronizing data ahead of time
Moving Public Folders to Exchange 2013
Getting ready
How to do it...
Gathering Public Folder statistics
Preparing Exchange 2007/2010 for the migration
Preparing Exchange 2013 for the migration
Generating the CSV files for migration
Changing Public Folder names
Creating Public Folders
Initiating the Public Folder move request
Locking existing Public Folders
Completing the Public Folder migration request
Verifying the migration
Finalizing and cleaning up
There's more...
Performing delta synchronizations
Rolling back a migration
Post migration steps
Getting ready
How to do it…
Configuring send connectors
Performing maintenance in a co-existence scenario
Getting ready
How to do it…
How it works...
There's more...
8. Configuring Security and Compliance Features
Introduction
Configuring In-Place Archiving
How to do it...
Enabling an in-place Archive for a mailbox
Creating policy tags
Applying personal tags
Creating retention policies
Adding retention policy tag links to an existing retention policy
Assigning retention policies
Configuring the Managed Folder Assistant (MFA)
Enabling or disabling retention hold
How it works...
There's more...
Delegating access to an archive
Exchange Online Archiving (EOA)
Enabling In-Place Hold for a mailbox
Getting ready
How to do it...
How it works...
There's more...
Time and query based hold
Litigation hold
eDiscovery in SharePoint 2013
Retrieving Discovery Search results
Getting ready
How to do it...
Retrieving search results
There's more...
Searching and deleting e-mails
Unsearchable items
Configuring Transport rules
Getting ready
How to do it...
Creating Transport rules
Enabling/disabling Transport rules
Testing Transport rules
How it works...
There's more...
Supported file types
Working with Data Loss Prevention policies
Getting ready
How to do it...
Creating a custom DLP policy
Creating custom policy tip messages
How it works...
Using mailbox audit logging
How to do it...
Auditing for specific events
Configuring an audit log age
Searching the audit logs
Generating audit reports
How it works...
There's more...
9. Performing Backup, Restore, and Disaster Recovery
Introduction
Defining backup objectives
How to do it…
How it works…
There's more…
Creating a new backup job with Windows Server Backup
How to do it…
There's more…
Inspect the Event Viewer
Inspect the Windows Server Backup tool
Investigating database properties
Restoring an Exchange Server Database
Getting ready
How to do it...
Performing a full Exchange 2013 database restore
Setup and usage of an Exchange 2013 Recovery Database
Performing ESEUTIL /R on a restored Exchange database
Restoring mailbox data from a Recovery Database into the active Mailbox Database
How it works…
There's more...
Recovering a failed Exchange server
Getting ready
How to do it…
Resetting a computer account in Active Directory
Recovering a failed exchange server using the /m:recoverserver switch
Executing post-installation tasks
How it works…
10. Implementing Security
Introduction
Configuring role-based access control
How to do it...
Adding members to a role group
Creating a custom role group and limit the write-scope to an organizational unit
Creating a role group from scratch
Creating a new management role assignment with a limited scope
There's more...
Configuring administrator audit logging
How to do it...
Configuring the auditing of specific events
Configuring the audit log age
Generating the audit log reports
How it works...
Configuring anti-spam and anti-malware features
Getting ready
How to do it...
Installing anti-spam agents
Enabling or disabling anti-malware scanning
Updating the anti-malware engine
Verifying the installed updates
How it works...
There's more...
Connection filtering and RBL
A. Getting to Know Exchange Server 2013
Exchange, then and now
Exploring some new features in Exchange Server 2013
The new public folders
Outlook Web App
Data Loss Prevention
Anti-malware
Messaging security
Site Mailboxes
Understanding the new system architecture
The old architecture
The new architecture
Database Availability Groups
There's more…
Features removed from Exchange Server 2013
Understanding Exchange 2013 hybrid deployments
Secure mail flow
Federation
Cross-premises mailbox moves
Index
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