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MSG312 Microsoft Exchange Server 2007: Deployment and Migration. Key Exchange Server 2007 Themes. Improved Access to Inbox from various devices Separate functions and roles for easier deployment Enhance Management Capability (PowerShell) Significantly improved scalability
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MSG312Microsoft Exchange Server 2007: Deployment and Migration
Key Exchange Server 2007 Themes Improved Access to Inbox from various devices Separate functions and roles for easier deployment Enhance Management Capability (PowerShell) Significantly improved scalability Enhanced High Availability
Hardware Requirements • Production environment • Intel Xeon Pentium 4 64-bit processor • AMD Opteron 64-bit processor • Minimum 512 MB of RAM • Several GBs more likely • 1 GB disk space on installation drive • 200 MB on system drive
Server Requirements • Microsoft Windows Server 2003 SP1 • Microsoft Windows Server 2003 R2 supported • Microsoft .NET Framework 2.0 • MMC 3.0 • Both above are auto-installed if not present • NTFS File Systems throughout • system, binaries, logs, databases, other Exchange Server 2007 files
Client Requirements • MAPI Access • Preferably Outlook 2007, Outlook 2003, Outlook 2002 • Outlook Web Access • Basic Authentication, Forms-based Authentication • Any browser • Digest, Integrated Windows • Generally Microsoft Internet Explorer 5+ • Mobile Access • Windows Mobile 2003 and Windows Mobile 5 devices • Push requires WM5 and MSFP • Note NO OMA support • POP3 and IMAP4 • Also, note requirement for Loadsim Web Release 2.3
Installation • Comprehensive Pre-installation checking • Schema changes and domain prep • Can be performed during installation • Select roles to install
Installation Prerequisites • Windows Server Active Directory Forest • Schema Master DC must have Windows 2003 SP1 • GC servers running Windows 2003 or higher • AD Domain Functional Level Windows 2000 Server-native or higher in all domains • A GC in the domain into which you are installing • Forest Functional Level Windows Server 2003 • No Exchange 5.5 servers in the organization (if migrating) • Forest Preparation using SETUP/PrepareAD • Occurs automatically during normal SETUP
Permissions • Install using account that is member of: • Local Administrator on the server • AD Enterprise Administrator • AD Domain Administrator • Exchange Permissions • Admin on Exchange Organization object
Role Selection • Additional Role selection available through • Add/Remove Programs
Unattended Installation • Setup.exe /console • /roles:<roles to install> • Bridgehead (BH, B); ClientAccess (CA, C); Gateway (GW, G); Mailbox (MB, M); UnifiedMessaging (UM, U) • /mode:<setup mode> • Install, Upgrade, Uninstall, RecoverServer • /targetdir:<folder> • /DomainController • /prepareAD • /prepareSchema • /prepareLegacyExchangePermissions
Validating Exchange Server 2007 Installation • After installing Exchange Server 2007 • Run get-ExchangeServer from PowerShell • Displays all installed server roles • Check Event Viewer for • Events 1003 and 1004 in application log • Run ExBPA • Check Help Files for additional tasks
Deploy Supporting AD Infrastructure • Upgrade/replace existing DCs and GCs where necessary • Use 64-bit hardware (recommended) • Orgs with more than 20,000 objects will benefit • Also orgs with DIT >3 GB will benefit from increased address space (assuming sufficient physical memory) • Consolidation hand-in-hand with 64-bit • One 64-bit GC (dual CPU, 14 GB memory) can handle the workload of 11 32-bit GCs to support 20,000 Exchange Server mailboxes • 11GB DIT: 350,000 objects • Database caching occurs during normal e-mailactivity – no prior loading
Exchange Server 2007 Server Roles • Five Server Roles • Mailbox Server Role • Hub Transport Server Role • Edge Transport Server Role • Client Access Server Role • Unified Messaging Server Role
Server Role Architecture Enterprise network PBX or VoIP Edge Services Bridgehead Services OtherSMTPServers I Hygiene Hygiene Routing Policy Routing Routing N Hygiene T Unified Messaging Services E Applications: OWA Voice Messaging R Protocols: ActiveSync, POP, IMAP, RPC / HTTP … Mailbox Services N Fax Programmability: Web services, Web parts E Mailbox T Public Folders Client Access Services
Mailbox Server Role • Traditional Role • Hosts mailboxes and PFs (if present) • Provides MAPI access to mailboxes • Can communicate with multiple hubs • But not in other sites, only in same site • Supports cluster configuration • No cluster support for other roles
Unified Messaging Server Role • Messaging Services (Voice and fax) • Outlook Voice Access • E-mail, voice mail, calendar, contacts • Call Answering • Outlook • Outlook Web Access • Automated Attendant
Client Access Server Role • Provides client access for • Outlook Web Access, POP3, IMAP4, RPC/HTTP, ActiveSync • Proxies or redirect connections to other Client Access servers • Proxy to Mailbox co-located preferred to ‘random’ selection • Provides Auto Connect functionality for Microsoft Office Outlook 2007 • Provide OAB (if no PFs in use) • Provide access to SharePoint sites and file for Microsoft Outlook Web Access (OWA) and Active Sync connections • Performs re-direct and proxy functions to other Client Access Servers • Locate at least one Client Access Server in each site that contains Mailbox Servers
Proxy vs. Redirect • Proxy • Client Access server uses MAPI to communicate with Mailbox server • Proxy access implies HTTP use across network if initial Client Access server is remote from Mailbox server • Redirect • Preferred Client Access server for specific Mailbox server • Useful when mailboxes have been moved and are remote from original Client Access server
AutoConnect • Configure MAPI, OWA, ActiveSync, RPC/HTTP, IMAP4, or POP3 client with best Client Access Server • Multi-step process: • Client uses e-mail address to lookup AD and determine local Client Access server • Contacts local Client Access server with an XML request • Client Access server issues XML file with configuration details for the client • Deals well with mailbox moves, etc.
Client Access and Mixed Exchange • Client Access Server • Maintains legacy access to Exchange 2000 Server and Exchange Server 2003 Back End servers • Legacy OWA user experience maintained • Exchange Server 2007 OWA experience • Requires Exchange Server 2007 Client Access Server, AND Exchange Server 2007 Mailbox Server • You cannot use an Exchange Server 2000 or Exchange Server 2003 Front End server to connect to an Exchange Server 2007 Mailbox Server
Hub Transport Role • Processes message for delivery across the organization • Routing predictability • Application of policies • Ensure Hub Transport Role in every site that has Mailbox Servers • Even when two users on the same database exchange e-mail, Hub Server is engaged • Connectivity to Exchange Server 2003 via Connectors
Edge Transport Role • Edge Transport Role must be on dedicated server • All other roles may be co-located • May be co-located with ISA Server function • Edge Transport (always connects to Hub) • Use standalone server (can be on domain-joined server) • Not generally connected to AD Forest • Wizard config for Edge/Hub connection (EdgeSync) • Requires AD Application Mode (ADAM) • ADAM installed during Edge Server install • Used for storage of recipient/configuration info • Org data and ADAM data in synch via EdgeSync • Hashed recipient lists, routing info
EdgeSync • Synchronize recipient details from AD to Edge server • Only between Edge server and Hub Server • Install EdgeSync Management Tool on Hub • Uses Wizard for configuration (XML file) • EdgeSync.exe (sync scheduling mechanism?) • Uses LDAP (special port:1389) Edge Services Bridgehead Services Hygiene Routing Policy Routing
Edge Transport Functions • Executes Message Hygiene Agents • Address Rewrite agent (example below) • Enable-TransportAgent -Identity "Address Rewriting Inbound agent" • New-AddressRewriteEntry -Name "Swap" -InternalAddress "kmc@hp.com" -ExternalAddress "kieran.mccorry@hp.com" • Connection Filter agent • Recipient Filter agent • Sender Filter agent • Sender ID agent • Content Filter agent • Protocol Analysis agent • Note: Message Hygiene can also be deployed on Hub server • Note also: Per-user SCLs and per-user Safe Senders
Topology • Exchange Server 2007 topology is based on AD sites • Many organizations can rely on default • Especially if existing RG design based on AD sites • May use AD Sites to regulate access to DCs/GCs • Exchange routing table is subset of site topology • Note that all mail routing is Direct Relay • Direct Relay is Hub-to-Hub • Inter-site relay uses SMTP • Intra-site relay uses MAPI • Therefore, every site with Mailbox servers • Requires at least one Hub Server role • Co-located Hub servers have higher precedence • No i/b optimization of Hub selection (co-located scenario)
Coexistence with Exchange Server 5.5 • No coexistence with Exchange Server 5.5 • Complete upgrades to Exchange Server 2000 or Exchange Server 2003 (recommend latest SPs) • All Exchange Server 5.5 servers must be decommissioned • Exchange org must be in Native Mode • Exchange Server 5.5 migrations only possible via Inter-Organizational migrations
Installing Exchange Server 2007 into Existing Organization • Legacy organization auto detected during installation • Little integration at the management level • Exchange Server 2007 ESM v. Exchange Server 200[0|3] ESM • E2007 servers visible in legacy ESM • AG: Exchange Administrative Group <random ID> • RG: Exchange Routing Group <random ID> • Legacy mailboxes are displayed in Exchange Server 2007 ESM • New objects created in Exchange Server 2007 • New legacyExchangeDN for new Exchange Server 2007 AG • Results in full OAB download from Exchange Server 2007 server
Migrating Users • Options • Move Mailbox Wizard • Move-Mailbox command • Move-mailbox <alias> -TargetDatabase <name> • Example • Move-mailbox carrie -targetdatabase "Mailbox database" • Restrictions • Cannot use E200[0|3] MMW to move mailboxes from Exchange Server 2007 to Exchange Server 200[0|3] servers • Cannot use Exchange Server 200[0|3] MMW to move mailboxes from Exchange Server 200[0|3] to Exchange Server 2007 servers
Summary • Start planning for 64-bit • Understanding New Role architecture is key to Deployment • Many new requirements in terms of servers • No coexistence with Exchange 5.5 • No in-place upgrade capability with Exchange Server 2000 and Exchange Server 2003 • Move mailbox-only supported approach • Traditional Wizard-based approach • Exchange Management Shell approach