Wiley Publishing, Inc.

MCITP:

Microsoft

®

Exchange
Server 2007 Messaging
Design and Deployment

Study Guide

Rawlinson Rivera

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MCITP:

Microsoft

®

Exchange
Server 2007 Messaging
Design and Deployment

Production Manager: Tim Tate
Vice President and Executive Group Publisher: Richard Swadley
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Copyright © 2008 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-18146-1
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MCITP: Microsoft Exchange Server 2007 Messaging Design and
Deployment Study Guide

. This book is part of a family of premium quality Sybex books, all
written by outstanding authors who combine practical experience with a gift for teaching.
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This book is dedicated to the loving memory of the people who have made a big


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About the Author

Rawlinson Rivera, an 11-year veteran of the IT consulting and training field, has worked with
a variety of technologies ranging from IBM to VMware to Microsoft. He has developed a
specialization in architecting secure messaging and collaboration infrastructures with Win-
dows Server 2000/2003, Office SharePoint Server 2007, Exchange Server 2000/2003/2007,
and VMware Virtual Infrastructure 3.
Rawlinson is a senior consultant of RawlsNet Technologies, LLC, a firm he founded that
focuses on consulting, training, and developing industry-leading content. He has authored
content for Microsoft Learning for various technologies, including the latest release of
Microsoft Exchange Server 2007.
Rawlinson also delivers VMware’s Virtual Infrastructure classes around the world. He
is the co-author of

Mastering VMware Infrastructure 3

, published by Sybex, an imprint of
Wiley Publishing, Inc.
Rawlinson holds the following technical certifications: MCT, MCSE: Messaging, MCSE:
Security, MCITP: Enterprise Messaging Administrator, and VMware Certified Professional.

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Contributing Authors

Joel Stidley


Exchange in enterprise-level deployments since Exchange 4.0, and he worked on MS Mail
prior to that. He was the senior engineer on the first deployment of Exchange Server 2003
in the Canadian federal government, and acted as a technical advisor to that department's
CIO for the Canadian Anti-Spam Task Force. He has been working with Exchange Server
2007 since Beta 1. Andy’s current position is as senior consultant with Titus International
in Ottawa, Canada, where he engages with large enterprise customers in the public and
private sector in both the United States and Canada.

Siegfried Jagott

works as a senior systems architect and team lead for the Messaging and
Collaboration team in Siemens IT Solutions located in Munich, Germany. He is part of the
Siemens central architecture team that works closely with Microsoft to plan future enhance-
ments of Windows, Exchange, and other products. He hosts a monthly column for

Windows
IT Magazine

, “Exchange & Outlook UPDATE: Outlook Perspectives” and writes about Out-
look 2007 topics. He is a frequent writer for various international magazines and speaks at
conferences on Windows and Exchange topics. He holds an MBA and a diploma in manage-
ment from Open University in England, and has been an MCSE since 1997.

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x

Contributing Authors

Tariq bin Azad


Designing Recovery and Messaging Services to
Meet Business Demands 83

Chapter 4

Designing and Planning Coexistence and Migrations 131

Chapter 5

Defining Policies and Security Procedures 189

Part II 70-238: Pro: Deploying Messaging
Solutions with Microsoft Exchange
Server 2007 237

Chapter 6

Planning an Upgrade to Exchange Server 2007 239

Chapter 7

Planning a Migration to Exchange Server 2007 285

Chapter 8

Planning Exchange Server 2007 Interoperability 353

Chapter 9


Planning Exchange Server 2007 Security 621

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xii

Contents at a Glance

Chapter 16

Planning Exchange Server 2007 Compliance 669

Chapter 17

Planning for Exchange Server 2007 Messaging
Infrastructure Improvements and Maintenance 725

Appendix A

About the Companion CD 777

Glossary

781

Index 805

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Contents

External Message Routing 32
Viewing the Routing Table 34
Summary 35
Exam Essentials 35
Review Questions 37
Answers to Review Questions 42

Chapter 2 Designing and Planning Server High Availability 45

Evaluate Role Availability Requirements and Design Solutions 46
Implementing Fault Tolerance and Redundancy within
Your Environment 47
Redundancy for Active Directory Services 49

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xiv

Contents

Define High Availability Solutions Based on Client Types
and Client Loads 49
Implementing Redundancy for Hub Transport Servers 49
Implementing Redundancy for Client Access Servers 51
Implementing Redundancy for Unified Messaging 54
Implementing Redundancy for Mailbox Servers 56
Implementing Redundancy for Edge Transport Servers 62
Plan Policies to Handle Unsolicited Email and Virus Outbreaks 64
Implementing Message Hygiene 64
Defense-in-Depth 64

Designing and Planning Migration of Legacy
Exchange Features 132
Free/Busy Functionality 132
Migrating Public Folders 137
Offline Address Books 150
Recipient Update Service Migration 156

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Contents

xv

Designing Migration Strategies 158
Message Routing 158
Exchange Server 2007 and Administrative Groups 158
Managing Mailboxes in a Coexistence Environment 159
Discontinued Features 159
Inter-Forest Migration 160
Intra-Organization Migration 165
Planning Coexistence for Exchange Server 2003 and
Exchange Server 2007 173
Message Routing Differences 173
Administration Differences 175
Server Role Coexistence 176
Summary 177
Exam Essentials 178
Review Questions 179
Answers to Review Questions 185


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xvi

Contents

Exchange 2003 Server Features Not Supported in
Exchange Server 2007 244
De-Emphasized Features in Exchange Server 2007 250
Planning the Exchange Server 2007 Upgrade Implementation 252
Documenting Your Existing Infrastructure 253
Checking Your Organization’s Readiness for
Exchange Server 2007 255
Preparing Active Directory for Exchange Server 2007 259
Deploying Exchange Server 2007 266
Summary 273
Exam Essentials 273
Review Questions 275
Answers to Review Questions 282

Chapter 7 Planning a Migration to Exchange Server 2007 285

Key Vocabulary for This Chapter 287
Migrating from Exchange Server 5.5 288
Migrating from Exchange 2000 Server or Exchange
Server 2003 289
Exchange Server 2007 and Windows Server
Operating Systems: Upgrading to x64-bit 290
Choosing between Exchange 2007 Standard Edition
and Enterprise Edition 291


Chapter 8 Planning Exchange Server 2007 Interoperability 353

Planning Coexistence with Exchange 2000 Server and
Exchange Server 2003 in a Single Organization 354
Planning for Coexistence of Messaging Services 356
Preparing for Coexistence with Legacy Exchange servers 359
Planning for Management Tools Coexistence with
Legacy Versions of Exchange 363
Planning Interoperability with Exchange in Separate
Organizations 366
Planning Directory Synchronization 366
Planning Free/Busy Calendaring Interoperability for
Exchange Server 2007 Organizations 367
Planning Free/Busy Availability Interoperability
for Exchange Server 2007 and Exchange 2003
Organizations 368
Planning Interoperability with
Third-Party Messaging Systems 369
Planning Directory Synchronization with
Third-Party Messaging Systems 370
Planning Messaging Coexistence with
Third-Party Messaging Systems 370
Planning Free/Busy Availability Interoperability with
Third-Party Messaging Systems 372
Planning Messaging Connectivity: SSL and TLS 374
Summary 375
Exam Essentials 375
Review Questions 376
Answers to Review Questions 380

Planning Backup and Recovery 418
Planning and Implementing Backup Solutions for
Mailbox Server Roles 419
Implementing Streaming Backups 420
Implementing Restores Using Streaming Backups 422
Implementing Volume Shadow Copy Service (VSS)
for Backups 424
Implementing Backup Schedules 431
Planning and Implementing Backup and Recovery
Solutions for Non-Mailbox Server Roles 432
Backup and Recovery for Edge Transport Servers 432
Backup and Recovery for Hub Transport Servers 433
Backup and Recovery for Client Access Servers 434
Backup and Recovery for Unified Messaging Servers 436
Summary 437
Exam Essentials 437
Review Questions 438
Answers to Review Questions 442

Chapter 11 Planning the Exchange Server 2007 Storage
Group Deployment 445

Planning the Storage Group Quantities and Layout 446
Planning the Number of Databases to Use 447
Planning the Maximum Database Size 448
Planning the Disk Volume Size and Configuration 451
Planning for I/O Requirements 454
Planning for Recovery Storage Groups 465
Summary 465
Exam Essentials 466

Answers to Review Questions 494

Chapter 13 Planning the Deployment of Exchange
Server 2007 Services 497

Implementing Autodiscover 498
How Do Clients Find the Autodiscover Agent? 500
Configuring Exchange Services for the
Autodiscover Service 504
Configuring ActiveSync Autodiscover Settings 508
Additional Considerations when Deploying the
Autodiscover Service 508
Implementing the Availability Service 509
Process Flow for the Availability Service 509
Out-of-Office Information 511
Additional Considerations When Deploying the
Availability Service 512
Implementing Mobile Devices 512
Windows Mobile Version Feature Matrix 512
Exchange ActiveSync Mailbox Policies 514
Managing Mobile Devices 517
Managing Microsoft-Server-ActiveSync Virtual Directory 519
Implementing Microsoft Outlook Web Access 519
Managing Outlook Web Access Virtual Directories 520
Managing Outlook Web Access URLs 521
Additional Considerations for Outlook Web Access 525
Implementing Outlook Anywhere 529
Deploying Outlook Anywhere 529
Managing Outlook Anywhere 530


Antispam Features 563
Connection Filtering 565
IP Allow and IP Block 566
Real-Time Allow/Block Lists 576
Sender and Recipient Filtering 581
Sender ID Filtering 587
Content Filtering 591
Attachment Filtering 601
Sender Reputation Filtering 606
Understanding Microsoft Exchange Forefront Security 609
Implementing Antivirus Software 612
Summary 612
Exam Essentials 613
Review Questions 614
Answers to Review Questions 618

Chapter 15 Planning Exchange Server 2007 Security 621

Planning the Network Layer Security Implementation 622
Defining Firewall Rules 622
Defining Secure Communication Solutions Using
IPSec, VPN, and TLS 627

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Contents

xxi

Planning the Transport Rules Implementation 635

Different Locales 695
Configuring Message Classifications for Outlook 2007 695
Assigning Message Classifications with Transport Rules 702
Rights Management Service (RMS) Integration 705
RMS and Exchange Server 2007 710
Summary 715
Exam Essentials 715
Review Questions 717
Answers to Review Questions 723

Chapter 17 Planning for Exchange Server 2007 Messaging
Infrastructure Improvements and Maintenance 725

Planning for Infrastructure or Configuration Changes 726
Documenting Your Exchange Server 2007 Organization 727
Analyzing Business Requirements 733

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xxii

Contents

Defining the Issue and Identifying the Changes Necessary 735
Preparing Your Change Deployment 736
Case Study: Improving Outlook Web Access Availability 737
Planning Change Management 748
Creating a Request for Change (RFC) 749
Assessing and Classifying the Change 750
Seeking Change Approval 751

Troubleshooting 779
Customer Care 780

Glossary

781

Index 805

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