Microsoft® Exchange Server 2007 Confi guration STUDY GUIDE

Joel Stidley

Covers All Exam Objectives and Updated for SP1

MCTS

Includes Real-World Scenarios, Hands-On Exercises, and Leading-Edge Exam Prep Software Featuring:

• Custom Test Engine

• Hundreds of Sample Questions

• Electronic Flashcards

• Entire Book in PDF

Exam 70-236Second Edition

SERIOUS SKILLS.

MCTS

Microsoft

® Exchange

Server 2007 Confi guration

STUDY GUIDE

Stidley

Exam 70-236

SYBEX TEST ENGINE: Test your knowledge with advanced testing software. Includes chapter review questions and bonus exams.

ELECTRONIC FLASHCARDS: Reinforce your understanding withelectronic fl ashcards.

Also on CD, you’ll fi nd the entire book in searchable and printable PDF. Study any-where, any time, and approach the exam with confi dence.

FEATURED ON THE CD

C A T E G O R YCOMPUTERS/Certifi cation Guides

ISBN: 978-0-470-45852-5

Stay ahead of the game with this thorough guide that prepares you for the MCTS: Exchange Server 2007, Confi guring exam. Exam 70-236 serves as both the single exam requirement for achieving the MCTS designation as well as the entry exam for the MCITP: Enterprise Messaging Administrator certifi cation. Inside, you’ll fi nd:

Full coverage of all exam objectives in a systematic approach, so you can be confi dent you’re getting the instruction you need for the exam

Practical hands-on exercises to reinforce critical skills

Real-world scenarios that put what you’ve learned in the context of actual job roles

Challenging review questions in each chapter to prepare you for exam day

Exam Essentials, a key feature in each chapter that identifi es critical areas you must become profi cient in before taking the exam

A handy tear card that maps every offi cial exam objective to the corre-sponding chapter in the book, so you can track your exam prep objective by objective

Joel Stidley, MCSE, MCTS, is a Microsoft Exchange MVP with over 12 years of IT experience. Currently, he is a solutions architect at Terremark Worldwide, Inc., where he works with a variety of directory, storage, virtualization, and messaging technologies. Joel is the founding member of ExchangeExchange.com, a Microsoft Exchange–focused community website. He is the author of MCTS: Windows Server 2008 Applications Infrastructure Confi guration Study Guide and contributing author for MCITP: Microsoft Exchange Server 2007 Messaging Design and Deployment Study Guide, both from Sybex.

Completely Updated Edition Covering Exchange Server 2007 SP1

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A B O U T T H E A U T H O R

Look inside for complete coverage of all exam objectives.

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Second Edition

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MCTS: Microsoft Exchange Server 2007 Configuration Study Guide, 2nd EditionExam 70-236

ObjECTivE ChapTEr

installing and Configuring Microsoft Exchange Servers

Prepare the infrastructure for Exchange installation 1

Prepare the servers for Exchange installation 2

Install Exchange 2, 8

Configure Exchange server roles 3, 4

Configuring recipients and public Folders

Implement bulk management of mail-enabled objects 5

Configure recipients 5

Configure mail-enabled groups 5

Configure resource mailboxes 5

Configure public folders 5

Move mailboxes 5

Configuring the Exchange infrastructure

Configure connectors 4

Configure the antivirus and anti-spam system 7

Configure transport rules and message compliance 7

Configure policies 7

Configure public folders 6

Configure client connectivity 4

Monitoring and reporting

Monitor mail queues 9

Monitor system performance 9

Perform message tracking 9

Monitor client connectivity 9

Create server reports 9

Create usage reports 9

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Exam objectives are subject to change at any time without prior notice and at (ISC)2’s sole discretion. Please visit (ISC)2’s website (www.isc2.com) for the most current listing of exam objectives.

ObjECTivE ChapTEr

Configuring Disaster recovery

Configure backups 10

Recover messaging data 10

Recover server roles 10

Configure high availability 8

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MCTSMicrosoft® Exchange Server 2007

ConfigurationStudy GuideSecond Edition

Joel Stidley

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Acquisitions Editor: Jeff KellumDevelopment Editor: Gary SchwartzTechnical Editors: Nagesh Mahadev and Jeff GuilletProduction Editor: Eric CharbonneauCopy Editor: Judy FlynnProduction Manager: Tim TateVice President and Executive Group Publisher: Richard SwadleyVice President and Publisher: Neil EddeMedia Assistant Project Manager: Jenny SwisherMedia Associate Producer: Shawn PatrickMedia Quality Assurance: Josh FrankBook Designers: Judy Fung and Bill GibsonCompositor: Craig Johnson, Happenstance Type-O-RamaProofreader: Candace EnglishIndexer: Ted LauxProject Coordinator, Cover: Lynsey StanfordCover Designer: Ryan Sneed

Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-45852-5

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, elec-tronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through pay-ment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for dam-ages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read.

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Library of Congress Cataloging-in-Publication Data

Stidley, Joel, 1976- MCTS : Microsoft Exchange server 2007 configuration study guide (Exam 70-236) / Joel Stidley.—2nd ed. p. cm. ISBN 978-0-470-45852-5 (paper/cd-rom) 1. Electronic data processing personnel—Certification. 2. Microsoft software—Examinations—Study guides. 3. Microsoft Exchange server. I. Title. QA76.3.S749826 2009 005.7’1376—dc22 2009013305

TRADEMARKS: Wiley, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.

10 9 8 7 6 5 4 3 2 1

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Dear Reader,

Thank you for choosing MCTS: Microsoft Exchange Server 2007 Configuration Study Guide, Second Edition (Exam 70-236). This book is part of a family of premium-quality Sybex books, all of which are written by outstanding authors who combine practical experience with a gift for teaching.

Sybex was founded in 1976. More than thirty years later, we’re still committed to produc-ing consistently exceptional books. With each of our titles we’re working hard to set a new standard for the industry. From the paper we print on to the authors we work with, our goal is to bring you the best books available.

I hope you see all that reflected in these pages. I’d be very interested to hear your com-ments and get your feedback on how we’re doing. Feel free to let me know what you think about this or any other Sybex book by sending me an email at nedde@wiley.com, or if you think you’ve found a technical error in this book, please visit http://sybex.custhelp.com. Customer feedback is critical to our efforts at Sybex.

Best regards,

Neil Edde Vice President and Publisher Sybex, an Imprint of Wiley

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To my loving and patient wife and children

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AcknowledgmentsThis book, like all publications, took a lot of hard work and patience on many levels. First, thanks go out to the entire Exchange team at Microsoft for making a truly awesome prod-uct. Second, a thank-you to Will Schmied and Kevin Miller for creating the foundation for this book when they wrote the first edition. Although the book looks drastically different from that earlier edition, a portion of the original content has been distilled and refined to make this edition a great composition.

Next, I’d like to thank Jeff Kellum, Pete Gaughan, Jenni Housh, and Connor O’Brien at Sybex for doing all of the back-office work to get this project done. Of course, I’d also like to thank both Eric Charbonneau and Gary Schwartz, who worked closely with me to mold the raw product into something much more valuable.

Two of the most critical pieces of a successful technical book are technical and grammatical accuracy. Thankfully, I had three of the best editors that I’ve worked with; Judy Flynn, Nagesh Mahadev and Jeff Guillet, to make this book accurate both technically and grammatically.

I’m also indebted to a number of other people who were crucial for providing honest and direct guidance and assistance along the way: Siegfried Jagott, Erik Gustafson, and Andy Schan.

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About the AuthorJoel Stidley has been working in the IT field for over 13 years, and he has been a computer fanatic for much longer. He obtained his first Microsoft certification in 1999 and is currently an MCSE, MCTS, and Exchange MVP. At the beginning of his IT career, he was support-ing MS-DOS and Windows for Workgroups clients on a Novell NetWare network at a small manufacturing company. Shortly thereafter, he discovered the joys of Windows NT Server. Joel worked with Microsoft Exchange on the Exchange Server 5.0 beta releases. Since that time, he has done migrations from legacy messaging systems such as Lotus cc:Mail to Exchange as well as numerous Exchange 5.5 to 2000 and 2003 versions. He also led an engineering team to create a shared Exchange 2000 hosting platform before Microsoft released guidance on how to do so. Since then, he has been working extensively with Exchange 2000, 2003, and 2007 in a variety of environments.

In 2004, Joel founded ExchangeExchange.com, a Microsoft Exchange–focused commu-nity website, where he blogs and provides forums for discussing Exchange, PowerShell, cer-tification, and general Windows information. In the last few years, he has also been writing extensively. He contributed content to MCITP: Microsoft Exchange Server 2007 Messag-ing Design and Deployment Study Guide: Exams 70-237 and 70-238 (Sybex, 2007) and served as lead author on Professional PowerShell for Exchange Server 2007 SP1 (Wrox, 2008) as well as MCTS: Windows Server 2008 Applications Infrastructure Configuration Study Guide (Sybex, 2008). Currently, he is the principal systems architect at Terremark Worldwide, Inc., where he works with a variety of directory, storage, virtualization, and messaging technologies.

He currently lives in the Dallas, Texas, area with his wife and two children. You can con-tact him at joel@exchangeexchange.com or read his blog at http://exchangeexchange.com/blogs/joel.stidley/.

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Contents at a Glance

Introduction xix

Assessment Test xxx

Chapter 1 Preparing for the Exchange Installation 1

Chapter 2 Installing Exchange Server 2007 31

Chapter 3 Configuring the Mailbox and Hub Transport Roles 119

Chapter 4 Configuring Connectors, Connectivity, and Routing 171

Chapter 5 Working with Recipients, Groups, and Mailboxes 253

Chapter 6 Configuring and Managing Public Folders 349

Chapter 7 Configuring Security, Compliance, and Policies 389

Chapter 8 Configuring Highly Available Exchange Server Solutions 465

Chapter 9 Monitoring and Reporting 511

Chapter 10 Disaster Recovery Operations for Exchange Server 565

Appendix About the Companion CD 605

Glossary 609

Index 635

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ContentsIntroduction xix

Assessment Test xxx

Chapter 1 Preparing for the Exchange Installation 1

What Is Exchange Server 2007? 2Active Directory for Exchange Server 2007 3

Active Directory 3Active Directory and Exchange Server 2007 13

What’s New in Exchange Server 2007? 16What’s No Longer Supported in Exchange Server 2007? 18

Features That Have Been Removed or Replaced 18Features That Have Been De-emphasized 20

Preparing the Infrastructure for Exchange Server 2007 Deployment 20

Summary 22Exam Essentials 23Review Questions 24Answers to Review Questions 28

Chapter 2 Installing Exchange Server 2007 31

Exchange Server 2007 Editions and Licensing 32Standard Edition Features 33Additional Enterprise Edition Features 34Exchange Server 2007 Compared to Previous Versions 34

Exchange Server 2007 Roles 35Mailbox Server 36Hub Transport Server 36Client Access Server 37Edge Transport Server 37Unified Messaging Server 38

Preinstallation Server and Network Considerations 39Verifying System Requirements 40Verifying Windows Services and Components 50Installing the Security Configuration Wizard 52Verifying Name Resolution 53Running Network and Domain Controller

Diagnostics Tests 54

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x Contents

Preinstallation Modification of Active Directory 56Verifying Domain and Forest Functional Levels 59Preparing a Windows Active Directory Forest 60Preparing the Root Windows Active Directory Domain 61Preparing Other Windows Active Directory Domains 64Modifying Existing Exchange Organizations

to Support Migration 66Configuring the Exchange Administrator Roles 100

Summary 107Exam Essentials 108Review Questions 110Answers to Review Questions 115

Chapter 3 Configuring the Mailbox and Hub Transport Roles 119

Configuring the Mailbox Server 120Understanding the Exchange Storage Structure 120Configuring Storage Groups and Mailbox Databases 123

Configuring the Hub Transport Server 145Understanding the Message Routing Process 146Configuring Hub Transport 147

Changing Roles and Removing Servers from the Exchange Organization 162

Adding and Removing Server Roles 162Removing Exchange Servers from the Exchange

Organization 162Summary 163Exam Essentials 163Review Questions 164Answers to Review Questions 169

Chapter 4 Configuring Connectors, Connectivity, and Routing 171

Configuring SMTP Connectors 172Configuring SMTP Send Connectors 173Configuring SMTP Receive Connectors 178Working with Active Directory Sites to Control Message

Routing 188Configuring the Edge Transport Server 190

Configuring and Managing EdgeSync 191Configuring the Client Access Server 200

Understanding the Client Access Process 200Configuring Client Access 201

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Contents xi

Configuring Client Connectivity 220Autodiscover 220Supporting POP3 and IMAP4 Clients 228Configuring Windows Mobile Devices and ActiveSync 232

Summary 244Exam Essentials 245Review Questions 246Answers to Review Questions 251

Chapter 5 Working with Recipients, Groups, and Mailboxes 253

Configuring User Accounts and Mailboxes 254Mailbox-Enabled vs. Mail-Enabled 255Managing User Accounts and Mailboxes 256Modifying Mailbox-Enabled User Accounts 267Working with Deleted Mailboxes 278Managing Mail-Enabled User Accounts 283Managing Mail Users 286Configuring Send As and Full Access Permissions 290

Configuring Mail-Enabled Groups 292Understanding Group Types and Scopes 292Managing Mail-Enabled Groups 294Modifying Distribution Groups 301Managing Dynamic Distribution Groups 307Modifying Dynamic Distribution Groups 311

Configuring Mail Contacts 314Creating Contacts with the Exchange Management

Console 314Modifying Mail Contacts 319

Configuring Resource Mailboxes 322Creating Resource Mailboxes with the Exchange

Management Console 322Creating Accounts and Mailboxes with the Exchange

Management Shell 324Modifying Resource Mailboxes 325

Moving Mailboxes 333Using the Exchange Management Console 333Using the Exchange Management Shell 335

Summary 339Exam Essentials 340Review Questions 341Answers to Review Questions 347

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