Designing Microsoft® Exchange 2000 for the Enterprise

Designing Microsoft Exchange 2000 for the Enterprise ® Delivery Guide Course Number: 1573A Part Number: X05-79271 Released: 2/2001 Information in this document is subject to change without notice The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted Complying with all applicable copyright laws is the responsibility of the user No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation If, however, your only means of access is electronic, permission to print one copy is hereby granted Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property  2001 Microsoft Corporation All rights reserved Microsoft, Active Directory, BackOffice, FrontPage, NetMeeting, Outlook, PowerPoint, SQL Server, Visio, Visual Studio, Win32, Windows, Windows Media, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries Other product and company names mentioned herein may be the trademarks of their respective owners Course Number: 1573A Part Number: X05-79271 Released: 2/2001 Designing Microsoft® Exchange 2000 for the Enterprise iii Contents Introduction Course Materials Prerequisites Course Outline Microsoft Official Curriculum Microsoft Certified Professional Program .8 Facilities .10 Module 1: Introduction to Designing Exchange 2000 for the Enterprise Overview Introduction to the Exchange 2000 Design Process .2 Using the Case Studies in This Course 10 Using the Job Aids in This Course .14 Performing the Labs in This Course 15 Classroom Setup 16 Lab A: Creating a Mail-Enabled User Account 20 Module 2: Analyzing Active Directory for Exchange 2000 Overview Reviewing Active Directory Basics .2 Examining How Exchange 2000 Uses Active Directory .8 Examining How Exchange 2000 Works with DSAccess .20 Designing Active Directory Groups for an Exchange 2000 Organization 28 Discussion: Planning Group Types and Scopes 40 Lab A: Active Directory Design Considerations 43 Lab B: Creating a UPN Suffix .50 Lab C: Modifying the Default Recipient Policy 55 Lab D: Creating Groups for Northwind Traders 58 Lab Discussion .62 Module 3: Designing an Administrative Plan Overview Introduction to Designing an Administrative Plan Designing Administrative Groups to Manage Tasks .9 Delegating Administrative Authority 21 Lab A: Designing Northwind Traders Administrative Groups 28 Lab B: Configuring an Administrative Topology 32 Lab Discussion .43 Module 4: Designing a Routing Topology Overview Analyzing the Existing Environment .2 Planning Routing Groups .4 Planning Routing Group Boundaries .8 Planning Message Flow 18 Planning Connectors Between Routing Groups 20 Demonstration: Creating a Routing Groups Container 29 iv Designing Microsoft® Exchange 2000 for the Enterprise Lab A: Designing a Routing Topology 30 Lab B: Implementing a Routing Topology 36 Lab Discussion 45 Module 5: Designing a Public Folder Strategy Overview Introduction to Public Folders Planning a Public Folder Replication Strategy 10 Planning Public Folder Permissions 14 Planning Full-Text Indexing 16 Lab A: Planning Public Folder Content Replication and Referral 18 Lab B: Creating Public Folder Instances and Referrals 26 Lab Discussion 33 Module 6: Designing a Security Strategy Overview Introduction to Designing a Security Strategy Protecting Against External Security Threats Protecting Against Internal Security Threats 17 Designing an Encryption Strategy 22 Windows 2000 Security Considerations 30 Lab A: Planning Northwind Traders Security 35 Lab B: Securing Northwind Traders 40 Lab Discussion 56 Module 7: Planning Server Roles and Placement Overview Introduction to Planning Server Roles and Placement Planning Mailbox Servers and Public Folder Servers Planning Connector Servers Planning Front-end/Back-end Servers 12 Planning for Servers Running Active Directory 17 Discussion: Planning Server Placement 21 Lab A: Identifying Server Roles and Placement 22 Lab B: Implementing Front-end Load Balancing 29 Lab C: Implementing a Front-end Server 35 Lab D: Implementing a Public Folder Server 39 Lab Discussion 44 Module 8: Designing an Exchange 2000 Management and Operations Plan Overview Introduction to Designing an Exchange 2000 Management and Operations Plan Designing a Change Plan Designing an Operations Plan 16 Designing a Support Plan 23 Designing an Optimization Plan 28 Discussion: Creating a Management and Operations Plan 34 Designing Microsoft® Exchange 2000 for the Enterprise v Module 9: Northwind Traders Design Review Overview How Northwind Traders Was Configured Before the Labs How Northwind Traders Is Now Configured Review of the Northwind Traders Configuration Changes Discussion: Why the Configuration Changes Were Made .5 Appendix A: Design Criteria Matrix Appendix B: Service Solution Change Request Form Appendix C: Fourth Coffee Case Study Appendix D: Northwind Traders Case Study Designing Microsoft® Exchange 2000 for the Enterprise vii About This Course This section provides you with a brief description of the course, audience, suggested prerequisites, and course objectives Description This three-day instructor-led course provides students with the knowledge and skills they need to design a Microsoft® Exchange 2000 organization for an enterprise environment The course includes scenarios, strategies, and job aids to guide the student through the tasks necessary to designing an Exchange 2000 organization that has multiple administrative and routing groups The course focuses on designing an environment that is based on the business needs of a specific company The present course is designed to complement course 1572B, Implementing and Managing Microsoft Exchange 2000 This course assumes that the messaging environment is a new environment, and does not discuss the migration or upgrade processes that are needed to implement a design While some information about co-existence with Microsoft Exchange Server 5.5 is provided in this course, that topic is covered in detail in course 2355A: Upgrading from Microsoft Exchange Server 5.5 to Microsoft Exchange 2000 Audience This course is intended for senior information technology (IT) professionals and messaging architects Students for this course typically work in medium to large computing environments that include multiple physical locations, mixed client connection protocols, and Internet messaging connectivity Student Prerequisites This course requires that students meet the following prerequisites: !" Complete either course 1560B, Updating Support Skills from Microsoft Windows NT® 4.0 to Microsoft Windows® 2000 or course 2154A, Implementing and Administering Microsoft Windows 2000 Directory Services, or possess equivalent working knowledge !" Complete course 1572B, Implementing and Managing Microsoft Exchange 2000 !" Possess a working knowledge of networking protocols and technologies, including Transmission Control Protocol/Internet Protocol (TCP/IP), Domain Name System (DNS), and Microsoft Internet Information Server (IIS) !" Possess a working knowledge of Internet protocols, including Post Office Protocol version (POP3) or Internet Message Access Protocol version (IMAP4), Simple Mail Transfer Protocol (SMTP), Hypertext Transfer Protocol (HTTP), and Network News Transfer Protocol (NNTP) !" Knowledge of Microsoft Exchange Server 5.5 is beneficial viii Designing Microsoft® Exchange 2000 for the Enterprise Course Objectives After completing this course, the student will be able to: !" Explain how an architect uses business and administrative information to design an Exchange 2000 organization for an enterprise environment !" Evaluate the effect of Microsoft Windows 2000 Active Directory™ design on the design for an Exchange 2000 organization !" Design an Exchange 2000 routing topology that meets a company’s needs !" Design an Exchange 2000 administrative plan that meets a company’s needs !" Design an Exchange 2000 public folder topology that meets a company’s needs !" Design an Exchange 2000 security strategy that meets a company’s needs, and which includes a solution for backing up and restoring data !" Plan server roles and server placement !" Design a management and operations plan for Exchange 2000 !" Explain how the major Exchange 2000 design-related topics discussed in this course were implemented during the labs Course Contributors The courseware development team would like to thank the following people for their contributions toward the creation of this course: !" Mary Buschmann !" Robert M Cirella !" Geoff Craig !" Robert DeLuca !" Ramon Infante !" Goga Kukrika !" Alan Craig Mason, Jr !" Toi Riley !" David Roper !" Mike Tedesco Designing Microsoft® Exchange 2000 for the Enterprise ix Course Timing The following schedule is an estimate of the course timing Your timing may vary Day Start End Module 9:00 9:30 Introduction 9:30 10:30 Module 1: Introduction to Designing Exchange 2000 for the Enterprise 10:30 10:45 Break 10:45 11:15 Lab A: Creating a Mail-Enabled User Account 11:15 12:15 Module 2: Analyzing Active Directory for Exchange 2000 12:15 1:15 Lunch 1:15 1:45 Module 2: Analyzing Active Directory for Exchange 2000 (continued) 1:45 2:05 Lab A: Active Directory Design Considerations 2:05 2:25 Lab B: Creating a UPN Suffix 2:25 2:40 Break 2:40 3:00 Lab C: Modifying the Default Recipient Policy 3:00 3:15 Lab D: Creating Groups for Northwind Traders 3:15 4:10 Module 3: Designing an Administrative Plan 4:10 4:40 Lab A: Designing Northwind Traders Administrative Groups 4:40 5:10 Lab B: Configuring an Administrative Topology Start End Module 9:00 9:30 Day review 9:30 10:00 Lab B: Configuring an Administrative Topology (continued) 10:00 10:15 Break 10:15 12:00 Module 4: Designing a Routing Topology 12:00 1:00 Lunch 1:00 1:45 Lab A: Designing a Routing Topology 1:45 2:15 Lab B: Implementing a Routing Topology 2:15 3:15 Module 5: Designing a Public Folder Strategy 3:15 3:30 Break 3:30 4:00 Lab A: Planning Public Folder Content Replication and Referral 4:00 4:30 Lab B: Creating Public Folder Instances and Referrals 4:30 5:15 Module 6: Designing a Security Strategy Day x Designing Microsoft® Exchange 2000 for the Enterprise Day Start End Module 9:00 9:30 Day review 9:30 10:00 Module 6: Designing a Security Strategy (continued) 10:00 10:30 Lab A: Planning Northwind Traders Security 10:30 10:45 Break 10:45 12:15 Lab B: Securing Northwind Traders 12:15 1:15 Lunch 1:15 2:15 Module 7: Planning Server Roles and Placement 2:15 2:55 Lab A: Identifying Server Roles and Placement 2:55 3:10 Break 3:10 3:30 Lab B: Implementing Front-End Load Balancing 3:30 3:50 Lab C: Implementing Front-End Server 3:50 4:05 Lab D: Implementing a Public Folder Server 4:05 4:50 Module 8: Designing an Exchange 2000 Management and Operations Plan 4:50 5:05 Module 9: Northwind Traders Design Review Designing Microsoft® Exchange 2000 for the Enterprise xi Trainer Materials Compact Disc Contents The Trainer Materials compact disc contains the following files and folders: !" Default.htm This file opens the Trainer Materials Web page !" Readme.txt This file contains a description of the compact disc contents and setup instructions in ASCII format (not a Microsoft Word document) !" 1573A_ms.doc This file is the Manual Classroom Setup Guide It contains the steps for manually installing the classroom computers !" 1573A_sg.doc This file is the Classroom Setup Guide It contains a description of classroom requirements, classroom configuration, instructions for using the automated classroom setup scripts, and the Classroom Setup Checklist !" Errorlog This folder contains a template that is used to record any errors and corrections that you find in the course !" Fonts This folder contains fonts that are required to view the Microsoft PowerPoint® presentation and Web-based materials !" Manual This folder contains the files used during the manual classroom setup !" Mplayer This folder contains files that are required to install Microsoft Windows Media™ Player !" Powerpnt This folder contains the PowerPoint slides that are used in this course !" Pptview This folder contains the PowerPoint Viewer, which is used to display the PowerPoint slides !" Setup This folder contains the files used during the automated classroom setup !" Studentcd This folder contains the Web page that provides students with links to resources pertaining to this course, including additional reading, review and lab answers, lab files, multimedia presentations, and courserelated Web sites !" Tools This folder contains tools and applications used during the automated classroom setup !" Tprep This folder contains the Trainer Preparation Guide, a document that explains the instructional strategy for the course and includes presentation tips and caveats To view the document, on the Trainer Materials Web page, click Trainer Preparation Guide xii Designing Microsoft® Exchange 2000 for the Enterprise Student Materials Compact Disc Contents The Student Materials compact disc contains the following files and folders: !" Default.htm This file opens the Student Materials Web page It provides you with resources pertaining to this course, including additional reading, review and lab answers, lab files, multimedia presentations, and courserelated Web sites !" Readme.txt This file contains a description of the compact disc contents and setup instructions in ASCII format (non-Microsoft Word document) !" AddRead This folder contains additional reading pertaining to this course !" Answers This folder contains answers to any questions in the modules and hands-on labs !" Appendix This folder contains supplemental materials created for this course !" Fonts This folder contains fonts that are required to view the Microsoft PowerPoint® presentation and Web-based materials !" Labfiles This folder contains files that are used in the hands-on labs These files may be used to prepare the student computers for the hands-on labs This folder also contains the Exchange 2000 Design Tool, the Northwind Traders Case Study, and the Fourth Coffee Case Study !" Mplayer This folder contains files that are required to install Microsoft Windows Media Player !" Pptview This folder contains the PowerPoint Viewer, which is used to display the PowerPoint presentations that accompany the additional reading !" Webfiles This folder contains the files that are required to view the Student Materials Web page !" Wordview This folder contains the Word Viewer that is used to view any Word document (.doc) files that are included on the compact disc Designing Microsoft® Exchange 2000 for the Enterprise xiii Document Conventions The following conventions are used in course materials to distinguish elements of the text Convention Use # Indicates an introductory page This symbol appears next to a topic heading when additional information on the topic is covered on the page or pages that follow it bold Represents commands, command options, and syntax that must be typed exactly as shown It also indicates commands on menus and buttons, dialog box titles and options, and icon and menu names italic In syntax statements or descriptive text, indicates argument names or placeholders for variable information Italic is also used for introducing new terms, for book titles, and for emphasis in the text Title Capitals Indicate domain names, user names, computer names, directory names, and folder and file names, except when specifically referring to case-sensitive names Unless otherwise indicated, you can use lowercase letters when you type a directory name or file name in a dialog box or at a command prompt ALL CAPITALS Indicate the names of keys, key sequences, and key combinations — for example, ALT+SPACEBAR monospace Represents code samples or examples of screen text [] In syntax statements, enclose optional items For example, [filename] in command syntax indicates that you can choose to type a file name with the command Type only the information within the brackets, not the brackets themselves {} In syntax statements, enclose required items Type only the information within the braces, not the braces themselves | In syntax statements, separates an either/or choice ! Indicates a procedure with sequential steps In syntax statements, specifies that the preceding item may be repeated Represents an omitted portion of a code sample THIS PAGE INTENTIONALLY LEFT BLANK ... Introduction to Designing Exchange 2000 for the Enterprise Overview Introduction to the Exchange 2000 Design Process .2 Using the Case Studies in This Course 10 Using the Job... administrative information to design an Exchange 2000 organization for an enterprise environment !" Evaluate the effect of Microsoft Windows 2000 Active Directory™ design on the design for an Exchange 2000. .. Microsoft® Exchange 2000 organization for an enterprise environment The course includes scenarios, strategies, and job aids to guide the student through the tasks necessary to designing an Exchange 2000