Migrating to Microsoft^® Exchange 2000

by Stan Reimer

• ISBN13: 9780471061168
• ISBN10: 0471061166
• Format: Paperback
• Copyright: 2001-08-01
• Publisher: Wiley

Summary

How to upgrade your current messaging and collaboration system to take full advantage of Microsoft Exchange 2000 Almost half of Fortune 1000 companies have either standardized their messaging platform on the Microsoft Exchange Server or plan to migrate to it. Microsoft Exchange 2000 is a significant improvement over previous versions. In this book, networking expert Stan Reimer presents a case study of a model company that provides IT professionals with a realistic view of the migration path from Exchange 4.0/5.x to 2000, including how to contend with problems such as legacy systems, planning, product integration, implementation, system maintenance, and more. Because the migration path involves migration to both Windows 2000 Active Directory and Exchange 2000, it is unusually complex. As a result, this book is as relevant to the large corporation with multiple domains, locations, and Exchange servers, as it is to the small company with a single-server location. Responding to the ongoing demands from IT professionals for current and reliable information on the latest programming technologies, Wiley Computer Publishing introduces the Gearhead Press titles. These books, written by accomplished trainers in their respective fields, focus on using real-world case studies to give readers the best information on leading technologies. The Gearhead Press titles will be characterized by two different imprints: In the Trenchesand Point to Point. The In the Trenches titles are fast-paced books written by fellow IT professionals who have been there and done that and will introduce readers to the new technology and guide them to a high level of proficiency. The Point to Point titles invite readers to join an IT team at a model company and implement the technology in a real-world environment-complete with positives and negatives.

Author Biography

STAN REIMER is a senior systems analyst with ImagiNET Resources Corporation, a Microsoft Solution Provider and Microsoft Development Partner. He consults as a networking architect specializing in Exchange implementations and works as a trainer with organizations throughout North America. He also develops courseware for a variety of organizations including IBM Learning Services. Reimer’s certifications include MCSE+I, CNE, and MCT.

Table of Contents

Introduction	xv
Part 1: Introducing the Exchange 2000 Migration	1	(110)
Why Migrate? Exchange 2000 Enhancements	3	(36)
Active Directory Integration	4	(10)
User and Group Management	5	(1)
Integrated Security	6	(1)
More Administration Options	7	(1)
Custom Management Tools	8	(3)
Better Client Support	11	(1)
Configuration Information	12	(2)
Exchange 2000 and Active Directory Schema Changes	14	(1)
Information Store Enhancements	14	(5)
Storage Groups and Stores	15	(2)
Other Information Store Enhancements	17	(2)
Internet Information Services Integration	19	(6)
Exchange Protocol Architecture	19	(1)
Internet Protocol Support	20	(1)
Multiple Virtual Servers	21	(1)
Distributed Internet Protocol Services	22	(1)
Outlook Web Access	23	(2)
Administration and Routing	25	(4)
Delegating Administration with Administrative Groups	25	(1)
Controlling Message Flow with Routing Groups	26	(2)
Exchange System Policies	28	(1)
Real-Time Collaboration Tools	29	(4)
Instant Messaging	29	(1)
Chat Server	30	(1)
Conferencing Services	31	(2)
Developer Tools Enhancements	33	(3)
Accessing the Information Store	33	(2)
Exchange Server Events	35	(1)
Conclusion	36	(3)
Comparing Exchange 4.0/5.x and Exchange 2000	39	(54)
Administration Interface Changes	40	(3)
Recipient Management	43	(7)
Creating Mailboxes and Distribution Lists	43	(4)
Managing Address Lists	47	(2)
Managing Recipient Policies	49	(1)
Internet Protocol Support	50	(12)
Internet Protocol Architecture	51	(3)
Server Message Flow	54	(2)
Configuring Protocol Virtual Servers	56	(3)
Outlook Web Access	59	(1)
Configuring Distributed Servers	60	(2)
Configuring Administration	62	(5)
Sites Versus Administrative Groups	62	(2)
Configuring Administrative Groups	64	(2)
Moving Exchange Servers between Administrative Groups	66	(1)
Message Routing	67	(11)
Sites Versus Routing Groups	67	(1)
Message Routing Administration in Exchange 4.0/5.x	68	(2)
Message Routing Administration in Exchange 2000	70	(1)
SMTP and E-Mail Security	71	(1)
Link State Table	72	(3)
Administering External Connectors	75	(1)
Implementing Routing Groups	76	(1)
Implementing Routing Group Connectors	76	(2)
Information Store	78	(9)
Information Store Configuration	78	(6)
Exchange System Policies	84	(3)
Public Folders	87	(3)
Public Folder Trees	88	(1)
Public Folder Administration	89	(1)
Conclusion	90	(3)
Introduction to North American Air	93	(18)
Purpose of the Business Scenario	94	(2)
North American Air Overview	96	(7)
Corporate IT Infrastructure	97	(6)
North American Air Messaging Infrastructure	103	(7)
Texas	103	(3)
Winnipeg	106	(1)
Atlanta	107	(1)
Chicago	107	(1)
San Diego	108	(1)
Vancouver	108	(1)
Portland	109	(1)
Conclusion	110	(1)
Part 2: Planning	111	(82)
Migrating to Exchange 2000: The Planning Phase	113	(38)
Corporate Preplanning	115	(2)
Identifying the Corporate Vision and Goals	115	(1)
Identifying Opportunities and Obstacles	116	(1)
Choosing the Technology	117	(2)
Assembling the Project Team	119	(3)
Collecting Corporate Information	122	(6)
Corporate Structure and Locations	122	(1)
Current Network Infrastructure	123	(1)
Current Messaging Infrastructure	123	(2)
Current Desktop Configurations	125	(1)
Current Administrative Practices	126	(1)
Current Business Applications	127	(1)
Application Development with Exchange 2000	127	(1)
Developing the Project Plan	128	(6)
Planning and Scope Document	128	(2)
Gap Analysis Document	130	(1)
Risk Mitigation Document	131	(3)
North American Air Business Issues	134	(5)
Windows 2000 Domain Structure	135	(1)
Organizing and Managing Information Using Exchange 2000	136	(1)
Outlook Web Access	137	(1)
Consolidating Servers	137	(1)
Lowering Support Costs	138	(1)
Future Growth	138	(1)
Developing a Test Environment	139	(9)
Purpose of the Test Environment	139	(1)
Test Environment Configuration	140	(4)
The North American Air Test Environment	144	(4)
Conclusion	148	(3)
Completing the Planning Process	151	(42)
Windows 2000 Deployment Planning	152	(31)
Should You Migrate to Windows 2000 and Exchange 2000 at the Same Time?	152	(2)
Active Directory Planning	154	(10)
Exchange 2000 and Active Directory Planning	164	(1)
North American Air Domain Planning	164	(4)
Active Directory OU Design and Exchange	168	(1)
DNS Planning	168	(3)
Active Directory Site Planning	171	(4)
Locating Domain Controllers and Global Catalog Servers	175	(3)
The Effect of Exchange 2000 on the Global Catalog	178	(1)
Group Planning and Implementation	179	(3)
Migration Process and the Active Directory Connector	182	(1)
Exchange 2000 Deployment Planning	183	(8)
Administrative Planning	183	(3)
Message Routing Planning	186	(2)
Server Planning	188	(3)
Conclusion	191	(2)
Part 3: Migrating to Windows 2000 Active Directory	193	(90)
Migrating to Active Directory	195	(42)
Migration Options	196	(3)
Upgrading a Domain	199	(10)
Disaster Recovery Planning	199	(1)
The Upgrade Process	200	(3)
Domain Upgrade Issues	203	(3)
Switching to Native Mode	206	(2)
Planning the Domain Upgrade Order	208	(1)
Domain Restructuring	209	(7)
When to Restructure	209	(1)
Migrating Security Principals	210	(1)
Intra- and Inter-Forest Restructuring	211	(2)
Domain Restructuring Tools	213	(3)
Migrating North American Air to Windows 2000	216	(18)
Installing the Root Domain	218	(5)
Upgrading an Existing Domain	223	(3)
Domain Restructuring	226	(8)
Exchange Server and the ADMT	234	(1)
Conclusion	234	(3)
Using the Active Directory Connector	237	(46)
Preparing the Exchange Organization for Migration	238	(1)
The Active Directory Connector	239	(4)
ADC Synchronization Overview	243	(3)
Installing and Configuring the ADC	246	(15)
ADC Installation Procedure	247	(3)
Configuring Connection Agreements	250	(11)
Planning and Deploying the ADC	261	(17)
Exchange 4.0/5.x Distribution Lists and Universal Groups	261	(2)
Replicating Multiple Recipient Containers	263	(2)
Migrating User Information to Active Directory	265	(6)
Designing ADC Connection Agreement Scenarios	271	(7)
Implementing the ADC at North American Air	278	(4)
The ADC in the Winnipeg Domain	278	(2)
The ADC in the Atlanta-Chicago Domain	280	(1)
The ADC in the Texas Domains	281	(1)
Conclusion	282	(1)
Part 4: Migrating to Exchange 2000 Server	283	(108)
Migrating a Single Site to Exchange 2000	285	(44)
Preparing the Forest for Exchange 2000	286	(8)
Using/forestprep	286	(6)
Running Domainprep	292	(2)
Upgrading the Exchange Site	294	(27)
Upgrading an Existing Exchange 5.5 Server	294	(7)
Upgrading the Site with a Move Mailbox Upgrade	301	(5)
Leapfrog Migration	306	(2)
Upgrading Public Folders	308	(8)
Upgrading and Managing the Internet Mail Service	316	(3)
Upgrading Outlook Web Access	319	(1)
Upgrading Other Connectors	320	(1)
Removing the First Exchange Server in the Site	321	(2)
Upgrading the Winnipeg Site at North American Air	323	(3)
Conclusion	326	(3)
Coexisting with Exchange 4.0/5.x Servers	329	(36)
Coexistence Issues	329	(3)
Sites, Administrative Groups, and Routing Groups	332	(2)
Messaging Coexistence	334	(2)
Directory Coexistence	336	(18)
Configuration Connection Agreements	337	(4)
Site Replication Service	341	(6)
Active Directory Replication and Exchange Directory Replication	347	(1)
Implementing the SRS at North American Air	348	(5)
GWART and the Link State Table Coexistence	353	(1)
Other Coexistence Issues	354	(7)
Proxy Address Coexistence	354	(1)
Site Service Account Coexistence	355	(2)
Address Book Views and Address Lists	357	(1)
Offline Address Lists	358	(3)
Coexistence with Another Organization	361	(3)
Conclusion	364	(1)
Completing the Migration	365	(26)
Upgrading the Site Connectors	365	(6)
Upgrading a Site Connector	366	(1)
Upgrading an X.400 Connector	367	(1)
Upgrading an Internet Mail Service Connector	368	(1)
Replacing a Dynamic RAS Connector	369	(2)
Migrating from Other Messaging Systems	371	(11)
Migrating from MS Mail	372	(8)
Migrating from Lotus Notes	380	(2)
Completing the Migration at North American Air	382	(7)
Migrating the Atlanta and Chicago Locations	382	(2)
Migrating the Texas Locations	384	(4)
Migrating the Vancouver Location	388	(1)
Migrating the San Diego MS Mail Server	388	(1)
Migrating the Portland Domino/Lotus Notes Server	389	(1)
Switching to Native Mode	389	(1)
Conclusion	390	(1)
Part 5: Managing and Maintaining the Exchange 2000 Server Organization	391	(136)
Managing the Exchange 2000 Organization	393	(38)
Configuring Global Settings	394	(5)
Configuring the Internet Message Formats and Automatic Responses	394	(3)
Configuring Message Delivery Options	397	(2)
Administering Exchange 2000 Virtual Servers	399	(11)
Setting General Options	399	(1)
Setting Access Options	400	(3)
Setting Message Options	403	(2)
Setting Delivery Options	405	(5)
Managing the Virtual Server Queues	410	(3)
Configuring Exchange 2000 Routing Group Connectors	413	(17)
Configuring the Routing Group Connector	414	(8)
Configuring the SMTP Connector	422	(7)
Configuring the X.400 Connector	429	(1)
Conclusion	430	(1)
Implementing Additional Exchange 2000 Services	431	(54)
Implementing Outlook Web Access	431	(20)
OWA in Exchange 2000	433	(5)
Configuring Distributed Servers	438	(2)
Configuring Secure OWA	440	(11)
Implementing Public Folder Enhancements	451	(12)
Configuring Multiple Public Folder Trees	451	(6)
Administering Full-Text Indexing	457	(6)
Implementing Instant Messaging	463	(10)
Instant Messaging Overview	463	(5)
Planning for Instant Messaging	468	(1)
Implementing Instant Messaging	469	(4)
Implementing Conferencing Services	473	(10)
Conclusion	483	(2)
Monitoring and Maintaining Exchange 2000	485	(42)
Monitoring the Exchange Organization	486	(19)
Monitoring Server Performance	486	(6)
Configuring Notifications	492	(3)
Configuring Diagnostic Logging	495	(4)
Monitoring Message Flow	499	(4)
Monitoring the North American Air Exchange Organization	503	(2)
Maintaining the Exchange Organization	505	(20)
Understanding Exchange Database Design	505	(5)
Using the Database Utilities	510	(4)
Backing Up Exchange Servers	514	(4)
Restoring Exchange Servers	518	(6)
Maintaining the North American Air Organization	524	(1)
Conclusion	525	(2)
Epilogue	527	(2)
Index	529