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Microsoft Exchange Server 2013 Unleashed
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Microsoft Exchange Server is the world's leading e-mail server, used in organizations large and small throughout the world. The latest version, Exchange 2013, is due to be released in the fourth quarter of 2012, and is slated to be a major revision. Microsoft Exchange Server 2013 Unleashed will be the most complete reference available for Exchange 2013, as well as being the first book on the subject. It is written by some of the leading authorities on Exchange, who have been working with the new version from pre-beta releases. It will provide not just a reference to Exchange's many features, new and old, but will provide hundreds of helpful tips and tricks based on the authors' experience implementing the beta and pre-release versions of the product in actual work environments. This book will be the first place that anyone working with Exchange 2013 will go to for information on getting the most out of Exchange. Product Description
Microsoft Exchange Server 2013 doesn’t just add dozens of new features: It integrates multiple technologies into a common, unified communications system that can add value in many new ways. Now, five leading Exchange Server consultants help you deploy Exchange Server 2013 quickly and smoothly--and then efficiently manage, troubleshoot, and support it for years to come. More than a comprehensive, authoritative reference, Microsoft Exchange Server 2013 Unleashed presents hundreds of helpful tips and tricks based on the authors’ unsurpassed early adopter experience with Exchange Server 2013 in real production environments.
Carefully and thoroughly, the authors explain what’s new and different in Microsoft Exchange 2013 and guide you through architecting, planning, implementing, and transitioning to your new Exchange Server environment. They offer best practices for establishing solid Active Directory, DNS, fabric, virtualization, and PKI security environments to support Exchange; implementing high availability and site resilience; and much more.
You’ll find expert discussions of security and compliance and uniquely practical and detailed coverage of day-to-day administration, management, maintenance, and optimization. The authors next turn to advanced platform integration, helping you leverage the full benefits of linking Exchange Server, SharePoint, and Unified Messaging. They conclude with a full section on Exchange Server’s dramatically improved support for endpoint clients, including Apple, Android, and Microsoft smartphones and tablets.
Detailed information on how to...
Use proven best practices to install Exchange Server 2013 from scratch or to upgrade from Exchange Server 2007/2010
Integrate Active Directory, DNS, fabric, and virtualization with Exchange Server 2013
Implement certificate-based Public Key Infrastructure (PKI)
Plan, deploy, migrate to, and support public folders
Protect your users and organization with both policy-based and content-enforced security
Design and implement message archiving, retention, and eDiscovery
Administer, optimize, and document your Exchange Server 2013 environment
Architect all aspects of an integrated, enterprise-level Exchange Server 2013 environment
Integrate Exchange Server with SharePoint Site Mailboxes, Enterprise Search, and more
Leverage the robust Outlook client for Windows, Mac, Web, tablet, and mobile phones
Introduction 1
Part I Microsoft Exchange Server 2013 Overview
1 Exchange Server 2013 Technology Primer 5
What Is Exchange Server 2013? 5
What’s New in Exchange Server 2013? 14
Exploring the New Exchange Administration Center (EAC) 17
Architectural Changes in Exchange Server 2013 18
Improvements in Exchange Server 2013 Relative to Security 20
Improvements in Exchange Server 2013 Relative to eDiscovery and Retention 21
Changes to Public Folders in Exchange Server 2013 22
Introduction of Site Mailboxes in Exchange Server 2013 23
Exchange Server 2013 as the Focal Point for Remote and Mobile Communications 24
Integration with Lync 2013 26
Improving Unified Messaging in Exchange Server 2013 26
Making Exchange Server 2013 Extremely Reliable and Recoverable 27
Improving Configuration, Administration, and Management Through the Exchange Management Shell 29
Improving Performance Through Batch Moves and Processing 30
Understanding Mail Flow in Exchange Server 2013 31
Understanding the Importance of Active Directory for an Exchange Server 2013 Environment 32
Installing and Transitioning to Exchange Server 2013 33
Managing and Administering Exchange Server 2013 34
Summary 35
Best Practices 35
2 Understanding Core Exchange Server 2013 Design Plans 37
Planning for Exchange Server 2013 37
Understanding AD Design Concepts for Exchange Server 2013 42
Determining Exchange Server 2013 Placement 47
Configuring Exchange Server 2013 for Maximum Performance and Reliability 49
Securing and Maintaining an Exchange Server 2013 Implementation 50
Summary 51
Best Practices 51
3 Architecting an Enterprise-Level Exchange Server 2013 Environment 53
Designing Active Directory for Exchange Server 2013 53
Determining Hardware and Software Components 56
Designing Exchange Server Roles in an Exchange Server Environment 57
Designing Exchange Server Infrastructure 60
Integrating Client Access into Exchange Server 2013 Design 62
Summary 63
Best Practices 63
4 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2013 65
Domain Name System and Its Role in Exchange Server 2013 65
Outlining the Types of DNS Servers 67
Examining DNS Components 68
Using DNS to Route SMTP Mail in Exchange Server 2013 77
Understanding DNS Requirements for Exchange Server 2013 78
Configuring DNS to Support Exchange Servers 83
Troubleshooting DNS Problems 83
Global Catalog and Domain Controller Placement 87
Examining the Role of Domain Controllers in AD 90
Defining the Global Catalog 91
Exploring Microsoft Exchange Active Directory Topology Service 97
Understanding AD Functionality Modes and Their Relationship to Exchange Groups 99
Summary 103
Best Practices 103
5 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2013 105
Understanding Public Key Infrastructure 106
Server Certificates in Exchange Server 2013 112
Installing a Windows Certification Authority Server 118
Securing an Exchange Server 2013 Server 122
Securing an IIS Web Server 129
Implementing Secured Email Communications with Exchange Server 2013 138
Using Outlook to Send and Receive Digitally Signed and Encrypted Emails 144
Summary 149
Best Practices 149
Part II Implementing and Transitioning to Exchange Server 2013
6 Installing and Configuring the Basics of Exchange Server 2013 for a Brand-New Environment 151
Understanding the Exchange Server 2013 Server Roles 152
Understanding the Prerequisites for Exchange Server 2013 153
Understanding High Availability and Site Resilience in Exchange Server 2013 156
Exchange Server 2013 Hardware Requirements 157
Understanding the Active Directory Requirements for Exchange Server 2013 158
Understanding Role Based Access Control 167
Planning Your Exchange Server 2013 Installation 170
Deploying Active Directory from Scratch 172
Preparing Your Environment for Exchange Server 2013 182
Installing Exchange Server 2013 192
Finalizing the Deployment 194
Summary 195
Best Practices 195
7 Transitioning from Exchange Server 2007/2010 to Exchange Server 2013 197
High-Level Guide for Transition from Exchange Server 2007/2010 to Exchange Server 2013 198
Understanding How to Transition to Exchange Server 2013 199
Deploying a Prototype Lab for the Exchange Server 2013 Transition Process 204
Migrating to a Brand-New Exchange Server 2013 Environment 206
Planning Your Transition 207
Summary 219
Best Practices 219
8 Implementing and Supporting a Highly Available Exchange Server 2013 Environment 221
Understanding Windows Failover Clustering 222
Understanding Database Availability Groups 223
Deploying a Database Availability Group 226
Comparing and Contrasting DAG Versus CCR/SCR/SCC 246
Load Balancing in Exchange Server 2013 248
Software Load Balancing in Windows 249
Summary 254
Best Practices 255
9 Public Folders 257
Understanding Public Folders 258
Planning a Public Folder Environment 261
Implementing a Public Folder Environment 264
Managing Public Folders 271
Migrating Public Folders 278
Summary 283
Best Practices 284
Part III Securing and Compliance in an Exchange Server 2013 Environment
10 Understanding Exchange Policy Enforcement Security 287
What Is Enterprise Policy Management in Exchange Server 2013? 288
Understanding Relevant Governmental Regulations for Policy Enforcement 288
Using Transport Agents in Exchange Server 2013 297
Understanding the Hub Transport Agents in Exchange Server 2013 299
Understanding Transport Agent Policies on the Edge 305
Creating Messaging Records Retention Policies 307
Utilizing Rights Management Services for Policy Enforcement 310
Exchange Server 2013 Client-Level Security Enhancements 324
Protecting Against Spam 325
Securing Outlook Web App 329
Summary 331
Best Practices 332
11 Exchange Edge Including Antispam/Anti-Malware Protection for Exchange 333
Installing and Configuring the Edge Transport Server Components 334
Utilizing the Basic Sender and Recipient Connection Filters 343
Utilizing Sender ID on an Edge Transport Server 352
Using Content Filtering to Isolate Inappropriate Content 358
Fine-Tuning Content Filtering 364
Using Content Filtering to Allow and Reject Domain-Level Content 366
Filtering Content in a Message Attachment 368
Using Sender/IP Reputation to Filter Content 371
Using Address Rewriting to Standardize on Domain Address Naming for an Organization 373
Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server 375
Implementing Safelist Aggregation for Microsoft Outlook 380
Managing and Maint
Microsoft Exchange Server 2013 doesn’t just add dozens of new features: It integrates multiple technologies into a common, unified communications system that can add value in many new ways. Now, five leading Exchange Server consultants help you deploy Exchange Server 2013 quickly and smoothly--and then efficiently manage, troubleshoot, and support it for years to come. More than a comprehensive, authoritative reference, Microsoft Exchange Server 2013 Unleashed presents hundreds of helpful tips and tricks based on the authors’ unsurpassed early adopter experience with Exchange Server 2013 in real production environments.
Carefully and thoroughly, the authors explain what’s new and different in Microsoft Exchange 2013 and guide you through architecting, planning, implementing, and transitioning to your new Exchange Server environment. They offer best practices for establishing solid Active Directory, DNS, fabric, virtualization, and PKI security environments to support Exchange; implementing high availability and site resilience; and much more.
You’ll find expert discussions of security and compliance and uniquely practical and detailed coverage of day-to-day administration, management, maintenance, and optimization. The authors next turn to advanced platform integration, helping you leverage the full benefits of linking Exchange Server, SharePoint, and Unified Messaging. They conclude with a full section on Exchange Server’s dramatically improved support for endpoint clients, including Apple, Android, and Microsoft smartphones and tablets.
Detailed information on how to...
Use proven best practices to install Exchange Server 2013 from scratch or to upgrade from Exchange Server 2007/2010
Integrate Active Directory, DNS, fabric, and virtualization with Exchange Server 2013
Implement certificate-based Public Key Infrastructure (PKI)
Plan, deploy, migrate to, and support public folders
Protect your users and organization with both policy-based and content-enforced security
Design and implement message archiving, retention, and eDiscovery
Administer, optimize, and document your Exchange Server 2013 environment
Architect all aspects of an integrated, enterprise-level Exchange Server 2013 environment
Integrate Exchange Server with SharePoint Site Mailboxes, Enterprise Search, and more
Leverage the robust Outlook client for Windows, Mac, Web, tablet, and mobile phones
Introduction 1
Part I Microsoft Exchange Server 2013 Overview
1 Exchange Server 2013 Technology Primer 5
What Is Exchange Server 2013? 5
What’s New in Exchange Server 2013? 14
Exploring the New Exchange Administration Center (EAC) 17
Architectural Changes in Exchange Server 2013 18
Improvements in Exchange Server 2013 Relative to Security 20
Improvements in Exchange Server 2013 Relative to eDiscovery and Retention 21
Changes to Public Folders in Exchange Server 2013 22
Introduction of Site Mailboxes in Exchange Server 2013 23
Exchange Server 2013 as the Focal Point for Remote and Mobile Communications 24
Integration with Lync 2013 26
Improving Unified Messaging in Exchange Server 2013 26
Making Exchange Server 2013 Extremely Reliable and Recoverable 27
Improving Configuration, Administration, and Management Through the Exchange Management Shell 29
Improving Performance Through Batch Moves and Processing 30
Understanding Mail Flow in Exchange Server 2013 31
Understanding the Importance of Active Directory for an Exchange Server 2013 Environment 32
Installing and Transitioning to Exchange Server 2013 33
Managing and Administering Exchange Server 2013 34
Summary 35
Best Practices 35
2 Understanding Core Exchange Server 2013 Design Plans 37
Planning for Exchange Server 2013 37
Understanding AD Design Concepts for Exchange Server 2013 42
Determining Exchange Server 2013 Placement 47
Configuring Exchange Server 2013 for Maximum Performance and Reliability 49
Securing and Maintaining an Exchange Server 2013 Implementation 50
Summary 51
Best Practices 51
3 Architecting an Enterprise-Level Exchange Server 2013 Environment 53
Designing Active Directory for Exchange Server 2013 53
Determining Hardware and Software Components 56
Designing Exchange Server Roles in an Exchange Server Environment 57
Designing Exchange Server Infrastructure 60
Integrating Client Access into Exchange Server 2013 Design 62
Summary 63
Best Practices 63
4 Understanding Network Services and Active Directory Domain Controller Placement for Exchange Server 2013 65
Domain Name System and Its Role in Exchange Server 2013 65
Outlining the Types of DNS Servers 67
Examining DNS Components 68
Using DNS to Route SMTP Mail in Exchange Server 2013 77
Understanding DNS Requirements for Exchange Server 2013 78
Configuring DNS to Support Exchange Servers 83
Troubleshooting DNS Problems 83
Global Catalog and Domain Controller Placement 87
Examining the Role of Domain Controllers in AD 90
Defining the Global Catalog 91
Exploring Microsoft Exchange Active Directory Topology Service 97
Understanding AD Functionality Modes and Their Relationship to Exchange Groups 99
Summary 103
Best Practices 103
5 Integrating Certificate-Based Public Key Infrastructure (PKI) in Exchange Server 2013 105
Understanding Public Key Infrastructure 106
Server Certificates in Exchange Server 2013 112
Installing a Windows Certification Authority Server 118
Securing an Exchange Server 2013 Server 122
Securing an IIS Web Server 129
Implementing Secured Email Communications with Exchange Server 2013 138
Using Outlook to Send and Receive Digitally Signed and Encrypted Emails 144
Summary 149
Best Practices 149
Part II Implementing and Transitioning to Exchange Server 2013
6 Installing and Configuring the Basics of Exchange Server 2013 for a Brand-New Environment 151
Understanding the Exchange Server 2013 Server Roles 152
Understanding the Prerequisites for Exchange Server 2013 153
Understanding High Availability and Site Resilience in Exchange Server 2013 156
Exchange Server 2013 Hardware Requirements 157
Understanding the Active Directory Requirements for Exchange Server 2013 158
Understanding Role Based Access Control 167
Planning Your Exchange Server 2013 Installation 170
Deploying Active Directory from Scratch 172
Preparing Your Environment for Exchange Server 2013 182
Installing Exchange Server 2013 192
Finalizing the Deployment 194
Summary 195
Best Practices 195
7 Transitioning from Exchange Server 2007/2010 to Exchange Server 2013 197
High-Level Guide for Transition from Exchange Server 2007/2010 to Exchange Server 2013 198
Understanding How to Transition to Exchange Server 2013 199
Deploying a Prototype Lab for the Exchange Server 2013 Transition Process 204
Migrating to a Brand-New Exchange Server 2013 Environment 206
Planning Your Transition 207
Summary 219
Best Practices 219
8 Implementing and Supporting a Highly Available Exchange Server 2013 Environment 221
Understanding Windows Failover Clustering 222
Understanding Database Availability Groups 223
Deploying a Database Availability Group 226
Comparing and Contrasting DAG Versus CCR/SCR/SCC 246
Load Balancing in Exchange Server 2013 248
Software Load Balancing in Windows 249
Summary 254
Best Practices 255
9 Public Folders 257
Understanding Public Folders 258
Planning a Public Folder Environment 261
Implementing a Public Folder Environment 264
Managing Public Folders 271
Migrating Public Folders 278
Summary 283
Best Practices 284
Part III Securing and Compliance in an Exchange Server 2013 Environment
10 Understanding Exchange Policy Enforcement Security 287
What Is Enterprise Policy Management in Exchange Server 2013? 288
Understanding Relevant Governmental Regulations for Policy Enforcement 288
Using Transport Agents in Exchange Server 2013 297
Understanding the Hub Transport Agents in Exchange Server 2013 299
Understanding Transport Agent Policies on the Edge 305
Creating Messaging Records Retention Policies 307
Utilizing Rights Management Services for Policy Enforcement 310
Exchange Server 2013 Client-Level Security Enhancements 324
Protecting Against Spam 325
Securing Outlook Web App 329
Summary 331
Best Practices 332
11 Exchange Edge Including Antispam/Anti-Malware Protection for Exchange 333
Installing and Configuring the Edge Transport Server Components 334
Utilizing the Basic Sender and Recipient Connection Filters 343
Utilizing Sender ID on an Edge Transport Server 352
Using Content Filtering to Isolate Inappropriate Content 358
Fine-Tuning Content Filtering 364
Using Content Filtering to Allow and Reject Domain-Level Content 366
Filtering Content in a Message Attachment 368
Using Sender/IP Reputation to Filter Content 371
Using Address Rewriting to Standardize on Domain Address Naming for an Organization 373
Using EdgeSync to Synchronize Active Directory Information to the Edge Transport Server 375
Implementing Safelist Aggregation for Microsoft Outlook 380
Managing and Maint
Microsoft Exchange Server is the world's leading e-mail server, used in organizations large and small throughout the world. The latest version, Exchange 2013, is due to be released in the fourth quarter of 2012, and is slated to be a major revision. Microsoft Exchange Server 2013 Unleashed will be the most complete reference available for Exchange 2013, as well as being the first book on the subject. It is written by some of the leading authorities on Exchange, who have been working with the new version from pre-beta releases. It will provide not just a reference to Exchange's many features, new and old, but will provide hundreds of helpful tips and tricks based on the authors' experience implementing the beta and pre-release versions of the product in actual work environments. This book will be the first place that anyone working with Exchange 2013 will go to for information on getting the most out of Exchange.