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Nathan Winters is an Exchange Technical Specialist at Microsoft UK. He has worked with many of the UK's largest companies across all sectors, helping them understand the value of their messaging platform and deploy Microsoft Exchange and Lync Server. Before joining Microsoft, he founded the Microsoft Messaging and Mobility User Group UK. He is a four-time MVP for Exchange Server and a regular speaker at major industry conferences in both the U.S. and UK. Neil Johnson is a Senior Consultant with Microsoft Consulting Services in the UK. He has over 16 years of experience in enterprise design and architecture, and is the author of the Exchange Client Network Bandwidth Calculator and the Jetstress Field Guide. Neil can often be found presenting at external events such as TechEd or Microsoft internal product events. Nicolas Blank has more than 15 years of experience with various versions of Exchange, and is the founder of and Messaging Architect at NBConsult. A recipient of the MVP award for Exchange since 2007, Nicolas is a Microsoft Certified Master in Exchange and presents regularly at conferences in the U.S., Europe, and Africa.
Chapter 1 • Business, Functional, and Technical Requirements 1
Building the Foundation for Requirements 1
Establishing Project Roles 2
Getting Started with the Exchange Design 2
Requirements as Part of a Larger Framework 3
Understanding the Types of Requirements 4
Business Requirements 4
Technical Requirements 6
Constraints 7
Assumptions 8
Requirements Elicitation 8
Summary 9
Chapter 2 • Exchange Design Fundamentals 11
Introducing Design Documents 11
From Requirements to Design 11
No Single Way to Implement Exchange 12
How Much Detail Is Enough? 12
Section Guide 12
Section Index 13
Executive Summary 13
Business Requirements 14
Summary of Vision and Scope 14
Functional Specification 14
Architecture Summary 14
Compliance 15
External Publishing 15
Migration or Legacy Integration Requirements 15
Interoperation with Third-Party Applications 16
High-Availability Strategy and Requirements 16
Transport Design 17
Client Access Design 18
Mailbox Design 18
VM Requirements 19
Bandwidth Requirements 20
Exchange Solution Sizing 20
Moving Forward 24
A Living Document 24
How Do You Know When to Finish Designing? 24
Overengineering 25
Keep It Simple 25
Future Proofing 25
The Microsoft Way 25
Chapter 3 • Exchange Architectural Concepts 27
The Evolution of Exchange 2013 27
Exchange 2000/2003 28
Exchange 2007 30
Exchange 2010 34
Exchange 2013 39
Discontinued Features 42
Exchange 2013 Editions 42
Transport 42
Management 44
Role Separation 45
High Availability 54
Exchange Online Integration 57
Summary 57
Chapter 4 • Defining a Highly Available Messaging Solution 59
Defining Availability 59
Defining Availability Components 60
Defining the Cost of Downtime 62
Planning for Failure 63
Defi ning Terms for Availability 65
Service-Level Agreements 65
RPO and RTO 65
Defi ning High Availability and Disaster Recovery 66
Achieving High Availability 67
Building an Available Messaging System 69
Transport 69
Namespace Planning 69
Exchange Hybrid Deployment 72
Database Availability Group Planning 73
Summary 78
Chapter 5 • Designing a Successful Exchange Storage Solution 79
A Brief History of Exchange Storage 79
Exchange 40–55 79
Exchange 2000–2003 80
Exchange 2007 80
Exchange 2010 81
Storage Changes in Exchange 2013 82
Issue 1: Storage Capacity Increasing 82
Issue 2: Mechanical Disk IOPS Performance Not Increasing 83
Issue 3: JBOD Solutions Require Operational Maturity 85
Issue 4: Mailbox Capacity Requirements Increasing 86
Issue 5: Everything Needs to Be Cheaper 86
Storage Improvements in Exchange Server 2013 87
Automatic Database Reseed 88
Multiple Databases for Each JBOD Disk Spindle 88
Designing a Successful Exchange Storage Solution 90
Requirements Gathering 90
Making Sense of the Exchange Mailbox Server Role Requirements Calculator 93
Selecting the Right Storage Hardware 95
Storage Validation Using Jetstress 96
Summary 98
Chapter 6 • Management 101
Trends in Management of Platforms 101
Role-Based Access Control 102
RBAC Overview 103
Understanding the Components of the RBAC Permissions Model 104
Planning Your Management Strategy 105
Understanding Built-in Management Roles, Role Groups, and Role Association 107
Role Assignments 111
Under the Hood 112
Creating New Roles 113
Creating New Management Scopes 114
Creating and Managing Role Groups 115
Creating New Role Assignments 115
Understanding Role Assignment Policies 117
Applying Business Logic Using Unscoped Top-Level Roles 119
Reporting Effective Permissions and Cmdlet Usage 121
Understanding Split Permissions 123
Using EAC to Manage RBAC 125
Administration 127
The Exchange Management Tools 131
What’s New in EAC? 132
Securing Access to EAC 134
Hybrid Deployments and EAC 135
PowerShell and Exchange Management Shell 135
Summary 136
Chapter 7 • Exchange 2013 Hybrid Coexistence with Office 365 137
What Is Exchange Hybrid? 137
High-Level Infrastructure Overview 137
Why Consider Exchange Hybrid? 140
Benefits of Exchange Online 140
Trade-offs of Exchange Online 141
Design Considerations 143
Solution Requirements 143
Solution Design 144
Proof of Concept 145
Deployment Planning and Preparation 145
Common Deployment Hurdles 150
Summary 156
Chapter 8 • Designing a Secure Exchange Solution 159
Why and What to Secure? 159
What Does Security Mean? 159
How Real Is the Threat Today? 160
What Is Necessary to Secure? 161
Handling Security Conversations 162
The Challenges 162
Trustworthy Computing 164
Designing a Secure Exchange Solution 170
Protecting against Malware and Spam 170
Protecting against Unauthorized Network Access 177
Protecting against Unauthorized Data Access 183
Security of Data in Transit 184
Security of Data at Rest 186
Security of Data in Long-Term Storage 193
Auditing and Reporting 193
Summary197
Chapter 9 • Compliance 199
Overview of Messaging Compliance 199
Regulations 200
Designing Your Policies 203
Discussions with the Legal Department 203
Typical Requirements 203
Compliance Policy 205
Compliance Solutions 206
Exchange Functionality 206
Exchange 2013 Compliance Scenarios 209
Communication 229
Summary 229
Chapter 10 • Collaborating with Exchange 231
What Is Collaboration? 231
Basic Collaboration with Email 232
The Client Experience 232
Helping Users Learn to Collaborate 233
The Address Book: a Place to Find and Get to Know People 234
Shared Mailboxes 235
Creating and Managing Shared Mailboxes 236
Automatic Mailbox Mapping 237
Accessing Shared Mailboxes from Mobile Devices 237
Resource Mailboxes 238
Implementing Resource Mailboxes 238
Public Folders 240
Structure of Modern Public Folders 241
Distribution Groups 242
Site Mailboxes 245
Implementing Site Mailboxes 247
SharePoint 2013 Prerequisites 247
Configuring the SharePoint Server 248
Preparing the Exchange 2013 Server 255
Creating and Configuring a Connection from SharePoint to Exchange 256
Configuring the Connection from Exchange to SharePoint 259
Summary 259
Chapter 11 • Extending Exchange 261
Accessing Exchange Programmatically 261
Where Do I Start? 262
Taking EWS for a Test Drive without Writing Any Code 263
How Do You Connect Your Code to Exchange? 263
Where Do You Run Your Code? 263
Considerations for the Cloud 263
Choosing the Right API for Exchange Development in Exchange 2013 264
Other Exchange APIs 268
Exchange Web Services in Exchange 2013 268
EWS Managed API 269
Web Services Description Language Proxy Objects 269
Raw SOAP 269
Connection and Authentication 270
Accessing Mailbox Data 274
Searching for Items 278
In-Place eDiscovery in Exchange 2013 279
Creating Items Using Exchange Web Services 283
Other EWS features 286
Migrating a CDO 12 VBS Script to a PowerShell EWS Managed API Script 290
Connecting to the Target Exchange Mailbox 290
Establishing a Connection to the Mailbox’s Contacts Folder 290
Filtering the Contents of the Contacts Folder for Those That Contain a Photo 291
Downloading the Contact Photo Attachment 291
Mail Apps for Outlook and the Outlook Web App 292
How Mail Apps Work 293
JavaScript API for Office 294
Permission Levels in Mail Apps 294
Using Exchange Web Services within Mail Apps 295
Getting Started with a Mail App 296
Installing a Mail App 296
Best Practices When Writing EWS Code 296
Exchange, the Microsoft Stack, and Other Third-Party Products 297
Summary297
Chapter 12 • Exchange Clients 299
Types of Exchange Client 299
Messaging Application Programming Interface (MAPI/RPC) 300
Exchange Web Services 300
POP/IMAP 301
Web Browsers 302
Exchange ActiveSync 303
Collaboration Data Objects 304
Why Does Client Choice Matter? 305
User Experience 305
Supportability 306
Regulatory Compliance 309
Organization Security Compliance 309
Performing a Client Inventory 310
Messaging API (MAPI/RPC) 310
Web Clients (EWS, EAS, and OWA) 311
POP3 and IMAP4 312
Scripting 313
Design Considerations 313
Supportability 313
Security 314
Client Performance 315
Network Usage 317
Exchange 2013 User Throttling 318
Summary 319
Chapter 13 • Planning Your Deployment 321
Exchange 2013 Information Resources 321
Required Documentation 321
Preparing Active Directory 322
Extending the Schema 322
Creating or Updating the Exchange Organization 323
Preparing or Updating Active Directory Domains 323
Designing a Rollout Process 323
Installing into an Existing Organization 324
SMTP Considerations for Existing Organizations 325
Certifi cate Considerations 325
Choosing a Load Balancer 326
Making the Choice 326
Deploying Operating System-Based Antivirus Programs 327
Firewalls and Exchange 327
Publishing Exchange to the Internet 328
Preparing Clients 328
Preproduction Load Testing 329
User Acceptance Testing 329
Summary330
Chapter 14 • Migrating to Exchange 2013 331
Inter-Org Migrations 331
Outlook Client Reconfi guration 331
Availability Data Sharing 332
Global Address List Synchronization 332
Public Folder Data Synchronization 333
Mail Flow 333
Mailbox Permissions 334
Mobile Device Reconfiguration 334
External URL Publishing 335
Exchange Application Integration 335
Offline Address Book 336
Distribution Groups 336
Intra-Org Migrations 336
Outlook Client Reconfi guration 337
Availability Data Sharing 337
Global Address List Synchronization 337
Public Folder Data Synchronization 337
Mail Flow and Mailbox Permissions 337
Mobile Device Reconfiguration 338
External URL Publishing 338
Exchange Application Integration 338
Offline Address Book 338
Distribution Groups 338
Moving Mailboxes 338
Mailbox Replication Service 339
Preparing for Inter-Org Mailbox Moves 340
Storage Capacity 342
Content Indexing 343
Modern Public Folder Data Migration 343
Intra-Org Migration to Exchange Server 2013 345
Foreign Systems 346
Lotus Notes 346
Novell GroupWise 347
Other IMAP 347
Legacy Exchange Migrations 348
Version-to-Version Upgrade 348
Double-Hop Inter-Org Migration 349
Migrating to Office 365 349
Migrating to Exchange Server 2010 349
Common Migration Problems 349
Failure to Get Business Support 350
Insufficient Planning 350
Incorrect End-User Expectations 351
Seamless vs Velocity 351
Application Integration 352
Compliance 353
Migration Improvements in Exchange 2013 353
Batch Moves 353
Migration Endpoints 353
Summary354
Chapter 15 • Operating and Monitoring Exchange Server 2013 355
Monitoring 356
Alerting 357
Reporting358
Types of System Availability 358
Trending 358
Inventory 365
Monitoring Enhancements in Exchange 2013 367
Managed Availability 367
Workload Management 369
Summary371
Index 373
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