Professional Documents
Culture Documents
Upgrading to Exchange
Server 2003
Contents
Overview 1
Lesson: Installing Exchange Server 2003 2
Lesson: Installing Exchange Server 2003
in a Clustered Environment 23
Lesson: Installing and Using Exchange
Management Tools and Utilities 37
Lesson: Upgrading from Exchange 2000
Server to Exchange Server 2003 52
Discussion: Installing and Upgrading to
Exchange Server 2003 61
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Module 1: Installing and Upgrading to Exchange Server 2003 iii
Instructor Notes
Presentation: This module provides students with the knowledge and skills that are needed to
105 minutes perform an installation of Microsoft® Exchange Server 2003 on new hardware,
install Exchange Server 2003 in a clustered environment, install and use
Practices: management tools, and upgrade from Exchange 2000 Server to Exchange
65 minutes Server 2003.
After completing this module, students will be able to:
! Install Exchange Server 2003.
! Install Exchange Server 2003 in a clustered environment.
! Install and use Exchange management utilities.
! Upgrade from Exchange 2000 Server to Exchange Server 2003.
Required materials To teach this module, you need the following materials:
! Microsoft PowerPoint® file 2400B_01.ppt
! Video file 2400B_01_v05.wmv
! Module 1 animation, How Exchange Server 2003 Uses Windows Clustering,
2400B_01A_005.swf
! Module 1 demonstrations:
• How to Run ForestPrep and DomainPrep, 2400B_01_D05.wmv and
2400B_01_D10.wmv
• How to Install Exchange Server 2003, 2400B_01_D15.wmv
• How Exchange Server 2003 Is Installed in a Clustered Environment,
2400B_01_D20.wmv
• How to Install Exchange System Manager, 2400B_01_D25.wmv
• How to Upgrade from Exchange 2000 to Exchange 2003,
2400B_01_D30.wmv
! The job aid Joint Development Program (JDP) - Technical Reference
Guide, 2400B_JA1.chm on the Student Materials compact disc
Classroom setup The classroom should be set up to use Connectix Virtual PC software, as
discussed in the Manual Classroom Setup Guide. No additional classroom setup
is needed.
Module 1: Installing and Upgrading to Exchange Server 2003 v
Tip When this icon appears on the lower-right corner of a slide, it indicates
that students must complete an inline practice before you move on to the next
slide:
Practices Some practices in this module require initial startup time. Consider having
students perform the initial step in these practices before you begin the lecture
on the related content. If a practice begins with a procedure titled “To prepare
for this practice,” then it requires initial startup time.
Consider asking students to describe the order that works best for them when
deploying a new environment. Possible answers would be: to install their
hardware, prepare their environmental requirements and then perform their
installations or, to purchase their hardware, prepare their environmental
requirements, install their hardware, and then install Exchange.
Ask your students if their environment will co-exist with other messaging
systems. If so, tell them that to install the first Novell GroupWise or Lotus
Notes connector, they will require Exchange Full Administrator at the
organization level.
Demonstration: How to Because of the Virtual PC classroom environment, you will not be able to
Run ForestPrep and demonstrate this module’s installation and upgrade tasks on your computer;
DomainPrep therefore, we have created the demonstration for you. You can launch this
demonstration by clicking the appropriate projector button on the slide. When
the demonstration is finished, answer any questions that the students have
before you continue. Also mention that students can watch this demonstration
on their own as it is included on the Web page on the Student Materials
compact disc.
Tell students that if they are not using the Exchange Server 2003 compact disc,
they will need to provide the drive letter and the path to the setup files. Also tell
the students that if no components are selected on the Component Selection
page, they do not have sufficient permissions in Active Directory to perform the
installation.
Emphasize to your students the importance of the note on documenting any
changes before updating their environment.
Components That Can Use this slide to discuss the components that students can install, remove, or
Be Configured During change during Setup before they install Exchange.
Setup
Demonstration: How You can launch this demonstration by clicking the projector button on the slide.
to Install Exchange When the demonstration is finished, answer any questions that the students
Server 2003 have before you continue. Also mention that students can watch this
demonstration on their own as it is included on the Web page on the Student
Materials compact disc.
What Is an Unattended Use these two slides to discuss unattended installation—for example, when it
Installation? can be used, and how to do it.
How to Perform an Use this slide to discuss the high-level steps for performing an unattended
Unattended Installation installation, and the options that students can use when performing an
of Exchange Server 2003 unattended installation.
How to Verify That Use this slide to discuss the high-level steps for verifying that installation of
Installation of Exchange Exchange Server 2003 was successful. For a list of folders and services created
Server 2003 Was during the installation process, refer students to the Default File Locations and
Successful Services white paper on the Student Materials compact disc.
Module 1: Installing and Upgrading to Exchange Server 2003 vii
Practice: Installing Show students where the job aid Joint Development Program (JDP) - Technical
Exchange Server 2003 Reference Guide resides on the Student Materials compact disc. Have students
complete the practice in the topic, and then answer any questions that they have.
Ask the students to read the four scenarios and, working with a partner, use the
job aid to determine the possible solution. Be prepared to help guide the
students in where to find the information in the job aid because the job aid
contains additional useful reference material beyond the scope of the four
scenarios. This job aid contains tips, common support issues, dependencies, and
in-depth explanations for installing Exchange Server 2003. When each partner
group in the class have agreed on solutions to the scenarios, discuss their
solutions with the rest of the class.
Mention that students can watch this animation again later on their own. To find
the animation, students can open the Web page on the Student Materials
compact disc, click Multimedia, and then click How Exchange Server 2003
Uses Windows Clustering.
Hardware Requirements When you finish discussing the hardware requirements for an Exchange cluster,
Checklist for an ask students if they have an experience with cluster hardware that they would
Exchange Server 2003 like to share.
Cluster
Types of Exchange 2003 Tell students that while Exchange Server 2003 does support active/active
Cluster Configurations clustering, the preferred cluster configuration is active/passive.
Recommended Use this slide to explain why Microsoft recommends active/passive cluster
Exchange Server 2003 configurations. Refer students to the white paper Deploying Exchange 2000
Cluster Configuration Server Clusters on the Exchange page of the Microsoft Web site at
www.microsoft.com/exchange/techinfo/deployment/2000/ for detailed
information about Exchange Clustering. Tell the students that while this white
paper was updated for Exchange 2000 SP3, most of the content in the paper is
also applicable when deploying Exchange Server 2003 clusters.
viii Module 1: Installing and Upgrading to Exchange Server 2003
Considerations for Use this slide to discuss the considerations for using the active/passive and
Using Clustering active/active cluster configurations. If students want information about how to
monitor virtual memory performance, refer them to Module 13, “Performing
Preventive Maintenance,” in Course 2400, Implementing and Managing
Microsoft Exchange Server 2003.
How Failover Occurs on Use the animated slide to demonstrate how a failover occurs on an active/active
an Active/Active Cluster cluster and then how it occurs on an active/passive cluster. The animated slide
vs. an Active/Passive first presents the active/active cluster failover, and second, presents the
Cluster active/passive failover. You will have to click manually for the animated slide
to display correctly. A text box appears during each click explaining what is
occurring. Use the information in the text box to explain to the students how
failover occurs in each scenario.
Permissions Required to Use the table in this slide to discuss the permissions that students must have to
Install and Configure an create, modify, and delete an Exchange Virtual Server.
Exchange Virtual Server
Demonstration: How You can launch this demonstration by clicking the projector button on the slide.
Exchange Server 2003 Is When the demonstration is finished, answer any questions that the students
Installed in a Clustered have before you continue. Also mention that students can watch this
Environment demonstration on their own as it is included on the Web page on the Student
Materials compact disc.
Practice: Installing Pair up students so that they can do this practice with a partner. The practice
Exchange Server 2003 in presents six scenarios that build on each other. When all of the pairs of students
a Clustered Environment have completed the scenarios, lead a discussion and answer any questions that
the students have.
How to Create a Custom Use this slide to briefly discuss the high-level steps for creating a custom
MMC for Exchange Microsoft Management Console (MMC). Then, have the students complete the
Administration inline practice and answer any questions that they have.
Practice: Choosing You can have students do this practice on their own and then discuss the
Exchange Management answers as a class, or you can do the practice as a class and discuss each answer
Tools after the students have completed the practice. Let students know that they will
be using many of these tools later in different modules throughout the course. In
addition, let the students know that there are other tools that may be used that
are not listed in the lesson and that the answers provided are based on tools that
were covered in the lesson. For example: for Scenario 1, students may list
Nslookup.exe as the correct tool because Nslookup.exe is always installed on
the computer, but the DNS snap-in may not be installed.
Assessment
Assessment questions for this module are located on the Student Materials
compact disc. You can use the assessment questions in whatever way you think
is best for your students. For example, you can use them as pre-assessments to
help students identify areas of difficulty, or you can use them as post-
assessments to validate learning. Consider using the questions to reinforce
learning at the end of the day or at the beginning of the next day. If you choose
not to use the assessment questions during class, show students where they are
located so that they can use them to assess their own learning outside of class.
Module 1: Installing and Upgrading to Exchange Server 2003 1
Overview
Note Exchange Server 2003 is not supported on Windows Server 2003, Web
Edition.
4 Module 1: Installing and Upgrading to Exchange Server 2003
Recommended It is recommended that you use the best hardware that your company is able and
hardware and system willing to purchase. To receive top performance from Exchange Server 2003,
requirements Microsoft recommends that you use the hardware and system components
described in the following table.
Category Recommended hardware or system component
Scaling your Exchange Microsoft provides information about the capacity planning and topology
servers calculator to help you understand and plan for scaling your Exchange servers.
You specify information about your existing or planned Exchange installation;
including:
! Topology information such as front-end and back-end configuration.
Exchange provides users with simplified access to messages by enabling
you to configure a unified namespace for front-end and back-end servers.
With front-end and back-end servers, the client connects to front-end
servers, while back-end servers store messages and collaboration data.
! Server resources such as number of processors and speed.
! Estimated total number of users and what protocols they will use to access
their e-mail.
Note For more information about scaling your Exchange servers to support the
number of mailboxes in your environment, see the Capacity Planning and
Topology Calculator page on the Microsoft Web site at
http://www.microsoft.com/exchange/techinfo/planning/2000/.
Module 1: Installing and Upgrading to Exchange Server 2003 5
Run ForestPrep for the first time in the Member of Enterprise Admin group
forest (updates the schema). and Schema Admin group
Run DomainPrep to create groups and Domain Administrator
permissions for Exchange servers.
Install the first server in a domain. Exchange Full Administrator at the
organization level
Domain Administrator
Install additional servers in the domain. Exchange Full Administrator at the
administrative group level
Install a server with Site Replication Exchange Full Administrator at the
Service (SRS) enabled. (SRS provides organization level
directory replication between
Exchange 2003 and Exchange 5.5.)
6 Module 1: Installing and Upgrading to Exchange Server 2003
(continued)
Task Required permissions or roles
! Verify that computers running Windows 2000 and Windows Server 2003
that host Exchange 2003 are part of an Active Directory domain.
! Verify that all computers running Exchange in the same Exchange
organization are in the same Active Directory forest. An Exchange
organization is the largest administrative unit that includes all Exchange
servers in a forest. Only one Exchange organization can exist for each
Active Directory forest.
Note For more information about solutions that allow multiple Active
Directory forests to co-exist with and migrate between Exchange
organizations, see the Microsoft Metadirectory Services 2003 on the
Windows 2000 page of the Microsoft Web site at www.microsoft.com/
windows2000/technologies/directory/mms/default.asp and Module 14,
“Migrating Users from Exchange 5.5 Server to Exchange Server 2003,” in
Course 2400, Implementing and Managing Microsoft Exchange Server 2003.
! Verify that you install Exchange 2003 before you upgrade Windows 2000 to
Windows Server 2003. If you plan to upgrade servers running
Windows 2000 to Windows Server 2003, you must install Exchange
Server 2003 on the servers before you upgrade the operating systems. After
you upgrade a server to Exchange Server 2003 on Windows 2000, you can
further upgrade the server to Windows Server 2003. By following this
upgrade sequence, you take advantage of the logic built into Exchange
Server 2003 to manage the underlying operating system upgrade.
! Verify that domain controllers and global catalog servers are running
Windows 2000 Service Pack (SP)3 or Windows Server 2003 so that
Exchange can recognize them. The Exchange Server 2003 Setup program
must be able to contact at least one Active Directory server running
Windows 2000 SP3 or later or Windows Server 2003 in the local Active
Directory site.
! Run ForestPrep one time in the Active Directory forest in the domain where
the schema master resides. ForestPrep is an Exchange Setup switch that
extends the Active Directory schema to include Exchange-specific classes
and attributes. ForestPrep also creates the container object for the Exchange
organization in Active Directory. The schema extensions supplied with
Exchange Server 2003 are a superset of those supplied with Exchange 2000.
By default, the schema master runs on the first Windows domain controller
installed in a forest. Setup checks whether you are running ForestPrep in the
same domain as the schema master; if you are not running ForestPrep in the
correct domain, Setup tells you which domain contains the schema master.
Module 1: Installing and Upgrading to Exchange Server 2003 7
! When you run ForestPrep, designate an account that will have Exchange
Full Administrator permissions to the organization object. This account will
have the authority to install and manage Exchange Server 2003 throughout
the forest and assign further administrators permissions after the first server
is installed.
! Create your Exchange administrative group structure before you install
your first server running Exchange 2003. If you do not create an
administrative group before the first Exchange server is installed, Setup will
automatically create an administrative group named First Administrative
Group. The first computer running Exchange that you install will be placed
in this group. After the first server has been installed, you can create
additional administrative groups into which you can install subsequent
computers running Exchange.
! Verify that the following services are installed and enabled on the server
onto which you will install Exchange 2003:
• Microsoft .NET Framework
• Microsoft ASP.NET
• World Wide Web Publishing service
• SMTP (Simple Mail Transfer Protocol) service
• NNTP (Network News Transfer Protocol) service
Windows Server 2003 includes the.NET Framework and ASP.NET, which
provide support for mobile access. If you are installing Exchange
Server 2003 on a server running Windows 2000, Exchange Setup
automatically installs and enables the .NET Framework and ASP.NET.
Note For more information about the default service settings for
Windows Server 2003, search for the article 812519, “Services That Are
Turned Off by Default in Windows Server 2003,” on the Product Support
Services page of the Microsoft Web site at http://support.microsoft.com.
Exchange and Windows require both server licenses and client access licenses
(CALs). For information about licensing, see the Licensing page of the
Microsoft Web site at www.microsoft.com/licensing/.
To ensure that your Exchange servers are secure, you must disable any
unnecessary services after Setup is complete. For more information about
disabling services, see Module 3, “Securing Exchange Server 2003,” in
Course 2400, Implementing and Managing Microsoft Exchange Server 2003.
Module 1: Installing and Upgrading to Exchange Server 2003 9
Note Before you make any changes to your environment, you should have
thorough documentation of Active Directory and any existing Exchange
installations so that you can understand the impact of the changes and
troubleshoot any problems. Back up your existing installation if you are
upgrading Exchange, so that if you must restore your system later, you are
prepared.
Important The steps for running these switches are included for your
information. Do not attempt to do them in the classroom. If you perform these
steps in the classroom environment, you will leave your computer in an
incorrect state for upcoming practices.
To run ForestPrep The steps for running ForestPrep to prepare your Active Directory forest for
Exchange are as follows:
1. At the command prompt, type x:\setup.exe /forestprep where x is the drive
for your Exchange 2003 compact disc.
2. On the Welcome page of the Microsoft Exchange Installation Wizard, click
Next.
3. If prompted, accept the licensing agreement and then, on the Component
Selection page, click Next, and follow the steps in the wizard.
10 Module 1: Installing and Upgrading to Exchange Server 2003
To run DomainPrep The steps for running DomainPrep to prepare your domain for Exchange are as
follows:
1. At the command prompt, type x:\setup.exe /domainprep where x is the
drive for your Exchange 2003 compact disc.
2. On the Welcome page of the Microsoft Exchange Installation Wizard, click
Next.
3. If prompted, accept the licensing agreement and then, on the Component
Selection page, click Next, and follow the steps in the wizard.
Module 1: Installing and Upgrading to Exchange Server 2003 11
Important The steps for installing Exchange Server 2003 are included for your
information. Do not attempt to do them in the classroom. If you perform these
steps in the classroom environment, you will leave your computer in an
incorrect state for upcoming practices.
To install Exchange The steps in the process of installing Exchange Server 2003 are as follows:
Server 2003
1. Log on to the server on which you want to install Exchange with an
account that has the appropriate permissions, and then insert the
Exchange Server 2003 CD into your CD-ROM drive.
2. Run Exchange 2003 setup from the compact disc.
3. In the Microsoft Exchange Server setup box, select Exchange
Deployment Tools, and then choose to install either the first
Exchange 2003 server or additional Exchange 2003 servers.
4. Complete all the steps in the Exchange Server Deployment Tool, and then
click Run Setup Now.
5. On the Component Selection page of the Microsoft Exchange Installation
Wizard, clear the Microsoft Exchange Messaging and Collaboration
Services check box.
6. On the Component Selection page, select Microsoft Exchange System
Management Tools.
7. On the Welcome page of the wizard, click Next.
8. On the End User License Agreement page, read the agreement. If you
agree to the terms, click I agree, and then click Next.
9. On the Product Identification page, specify your 25-digit product key, and
then click Next.
Module 1: Installing and Upgrading to Exchange Server 2003 13
10. On the Component Selection page, select the desired action in the Action
column that corresponds with the component that you want to install, and
then click Next.
11. On the Installation Type page, select whether to create a new organization
or join an existing organization.
12. Follow the remainder of the instructions in the wizard. When the wizard
finishes, Exchange Server 2003 will be installed on your server.
14 Module 1: Installing and Upgrading to Exchange Server 2003
When can you not use You cannot use an unattended installation when you are:
an unattended
installation? ! Installing the first Exchange Server 2003 computer in an organization.
! Installing Exchange Server 2003 into a Windows cluster.
! Installing Exchange Server 2003 in an Exchange mixed-mode environment
(Exchange 5.5 and Exchange Server 2003).
! Performing any maintenance tasks—for example, when you are reinstalling
Exchange or performing a disaster recovery installation of Exchange.
Module 1: Installing and Upgrading to Exchange Server 2003 15
Options for unattended You can use the following options when performing an unattended installation:
installation
! Initialization file options:
• Run Setup by using the createunattend command-line switch to create
an initialization file. Your responses to the questions asked during Setup
will be stored in the initialization file. You can also use the initialization
file to run an unattended setup on other computers.
• Run Setup with the unattendfile command-line switch to install
Exchange 2003 by using the information provided by the initialization
file.
! Unattended Setup switch options. The most common switches that are used
for unattended installation include: /createunattend file_name.ini and
/unattendfile file_name.ini.
Note For more information about the Setup switches, see Setup Help. To
access Setup Help, type setup /? at the command prompt.
16 Module 1: Installing and Upgrading to Exchange Server 2003
Services MMC Confirm that the Exchange services were created and
have started.
Event Viewer and the Identify any installation errors. The Exchange setup log
setup log file records information about the installation process. Any
failures are recorded in the log. The log file is at the root
of your installation drive and is named Exchange Server
Setup Progress.log.
Windows Explorer Confirm that the \Exchsrvr folder was created and has
the Exchange binaries and databases file in it.
Module 1: Installing and Upgrading to Exchange Server 2003 17
Note For a list of folders and services created during the installation process,
see “Default File Locations and Services” under Additional Reading on the
Web page on the Student Materials compact disc.
18 Module 1: Installing and Upgrading to Exchange Server 2003
Note To determine how to install Exchange Server 2003, reference the job aid
Joint Development Program (JDP) - Technical Reference Guide in the Job Aid
folder on the Student Materials compact disc.
Module 1: Installing and Upgrading to Exchange Server 2003 19
Scenario 1 You are the messaging administrator for your company and are preparing to
deploy Exchange Server 2003. You have decided to recommend configuring
your Exchange servers on Windows Server 2003, Enterprise Edition, and need
to prepare a brief overview for upper management explaining the advantages of
your choice. What items must you include in your overview on the advantages
of deploying Exchange 2003 on Windows Server 2003, Enterprise Edition?
Windows Server 2003, Enterprise Edition, offers all the advantages of
Windows Server 2003, Standard Edition, and in addition:
• Supports 8-way PIII Xeon processors
• Supports 8-way P4 XeonMP processors (hyperthreaded)
• Support for up to 8-node clustering
• Mount point support
Note: See the Dependency Matrix section of the job aid for the advantages
of Windows Server 2003, Standard Edition and Enterprise Edition.
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20 Module 1: Installing and Upgrading to Exchange Server 2003
Scenario 2 You are preparing your final recommendations for your Exchange Server 2003
deployment and need to provide information on the features and differences
between Exchange Server 2003, Standard Edition and Enterprise Edition. What
features do each of these versions offer and how are they different?
Both editions support features such as:
• Database snapshot
• Microsoft Outlook Mobile Access and Microsoft ActiveSync®
• Recovery Storage Group
• Exchange Management Pack for Microsoft Operations Manager
• Server can act as a front end
Note: See the Dependency Matrix section of the job aid for a comparison of
Exchange Standard versus Enterprise editions.
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Module 1: Installing and Upgrading to Exchange Server 2003 21
Scenario 3 You are preparing to install your first server running Exchange Server 2003.
You start the installation process but Setup fails. To save time troubleshooting,
you decide to make a checklist of all the common dependencies that may
impact the running of Setup. What items must you include in your checklist?
Topology dependencies:
• All Active Directory Connectors (ADCs) must be upgraded to the
Exchange 2003 version before the first Exchange 2003 server can be
installed.
• The installation of the first Exchange 2003 ADC will increment all
connection agreement version numbers hosted on that ADC server.
• At least one Windows 2000 SP3 or Windows Server 2003 Global
Catalog server is available in the site.
• Exchange 2003 ForestPrep and DomainPrep.
• Front-end servers must be upgraded before back-end servers are
upgraded or installed (within the same administrative group).
Server dependencies:
• .NET Framework 1.1, Installed and Enabled
• ASP.NET Device Update 2 (DU2) Pack
• Operating system options:
• Windows 2000 SP3 or later (and 329938 if a cluster)
• Windows Server 2003
Note: See the Dependency Matrix section of the job aid for the common
dependencies for configuring Exchange 2003.
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22 Module 1: Installing and Upgrading to Exchange Server 2003
Scenario 4 You have just received approval to start your deployment of Exchange 2003
when one of your administrators mentions that there is one division of your
company that has deployed an Exchange 2000 server to take advantage of
Instant Messaging. You realize that there may be existing services that are
required by some of your divisions that you did not take into account in your
original Exchange 2003 design. What services have been retired and are no
longer supported by Exchange 2003?
The following components (services) featured in Exchange 2000 have been
retired in Exchange 2003:
• Instant Messaging Service
• Key Management Service (KMS)
• Chat Service
• Lotus cc:Mail Connector
• MSMail Connector
• Directory Synchronization (DXA) Connector
• Schedule+ Free/Busy Connector
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Module 1: Installing and Upgrading to Exchange Server 2003 23
Tip To view the presentation How Exchange Server 2003 Uses Windows
Clustering outside of class, on your own, open the Web page on the Student
Materials compact disc, click Multimedia, and then click the title of the
presentation.
Note For detailed information about Exchange Clustering, see the white paper
Deploying Exchange 2000 Server Clusters on the Exchange page of the
Microsoft Web site at http://www.microsoft.com/exchange/techinfo/
deployment/2000/. This white paper was updated for Exchange 2000 SP3, and
most of the content in the paper is also applicable when deploying Exchange
Server 2003 clusters.
28 Module 1: Installing and Upgrading to Exchange Server 2003
! Exchange 2003 is limited to four storage groups per server. Storage groups
are collections of mailbox and public folder stores that share the same set of
transaction log files. Exchange 2003 supports four storage groups per
server—this is a physical limitation and applies to each node of a cluster as
well. This limitation may create problems with active/active configurations.
Active/passive configurations are not affected by this limitation. The
following table illustrates this limitation.
Exchange Virtual Server State Storage group names
In the example, the Exchange cluster includes five storage groups. If EVS2
on Node 2 fails over to Node 1, Node 1 will not be able to mount one of the
storage groups from Node 2 because Node 1 will have exceeded the
limitation of four storage groups for a single cluster node. As a result, EVS2
will not come online on Node 1. If Node 2 is still available, EVS2 will fail
over back to Node 2.
Note Exchange 2003 does support a fifth storage group, the Recovery
Storage Group, for backup and recovery purposes. However, the Recovery
Storage Group cannot be used to create new user mailboxes.
To install Exchange After you have created a Windows cluster, you must perform three steps to
Server 2003 in a install Exchange 2003 in either an active/passive cluster with up to eight nodes
clustered environment or in a two-node active/active cluster:
1. Prepare Active Directory for Exchange. If this is the first Exchange server
in your organization, you must extend the schema with ForestPrep. If this is
the first Exchange server in the domain, you must prepare the domain with
DomainPrep.
2. Install Exchange on each node:
• Ensure that Cluster service is running on each node. Use Cluster
Administrator to verify that Cluster service is installed and running in
each cluster node. This verification is required to successfully install the
cluster-aware version of Exchange.
• Ensure that IIS Services are running. To be able to install Exchange, you
must have the World Wide Web Publishing, NNTP, and SMTP services
installed and running on your server. By default, the World Wide Web
Publishing Service is installed in Windows 2000. By default, none of the
services are installed in Windows Server 2003.
Module 1: Installing and Upgrading to Exchange Server 2003 33
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Module 1: Installing and Upgrading to Exchange Server 2003 35
Scenario 2 As part of your plan for clustering your Exchange servers, you must make a
presentation to upper management that provides them with enough information
to justify your choice for the clustering model that you have chosen. Before you
create your presentation, you must identify the basic clustering configurations
that are available for Exchange Server 2003. What types of cluster
configurations can be used with Exchange 2003? How are they different?
Exchange clusters can be configured as active/active or active/passive
clusters:
• Exchange is supported on a two-node active/active cluster where both
nodes own Exchange virtual servers.
• Exchange is also supported on an active/passive cluster with up to eight
nodes, in which at least one node does not have any Exchange virtual
servers running and is ready to take over if another node fails.
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Scenario 3 Now that you have identified which type of cluster configurations are supported
by Exchange, you must prepare to recommend which configuration you will use
for your company. You have decided that you want to recommend an
active/passive cluster. When you present this recommendation to upper
management, you know that they will want answers to the following questions:
! Why should they spend money on clustering at all?
! Why would they need to buy more expensive hardware for an active/active
configuration?
! Why choose active/passive clustering?
! Why would they want to spend money on servers that will not be used all
the time for an active/passive configuration?
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36 Module 1: Installing and Upgrading to Exchange Server 2003
Scenario 4 Your budget has been approved and you have hired contract employees to
install and configure your Exchange clusters. To install Exchange on your
cluster, you have decided to create a Cluster Installers group that has the
appropriate permissions to perform the installation. What permissions must be
granted to the Cluster Installers group so they can install Exchange, assuming
that ForestPrep and DomainPrep have already been performed?
To have the members of the Cluster Installers group that you create be
able to install your Exchange cluster, the cluster service account requires
Exchange Full Administrator permissions at the organization level and the
Cluster Installers group must:
• Be a member of the local administrators group on each of the cluster
nodes, which will automatically make them a cluster administrator for
that node.
• Have Exchange Full Administrator permissions at the organization
level to create the first Exchange virtual server in the organization.
• Have Exchange Full Administrator permissions for the administrative
groups that will contain the Exchange virtual servers they will be
installing. Remember to add the computer accounts to the Exchange
Domain Servers group prior to running the setup in this case.
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Scenario 5 You have decided that if you provide the contractors with a checklist for the
installation, they could do the installs more quickly, and it will be less likely
that they will miss something. Before you create your checklist, you must
organize your thoughts. What are the high-level tasks that the installers must
perform to install Exchange on your cluster?
To install Exchange on each node of the cluster, you must:
• Ensure that Cluster service is running on each node.
• Ensure that IIS and the required IIS components are running.
• Install MS DTC.
• Run Exchange Setup.
• Create the Exchange virtual servers by creating a static IP address, a
unique network name, a shared physical disk, and an Exchange System
Attendant resource.
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Module 1: Installing and Upgrading to Exchange Server 2003 37
Caution If the forest functional level is not set to Windows Server 2003,
adding a new attribute to the global catalog will cause a full synchronization
of the global catalog.
40 Module 1: Installing and Upgrading to Exchange Server 2003
Note For information about IIS 6.0 in Windows Server 2003, see the
Microsoft Web site at http://www.microsoft.com/windowsserver2003/iis/.
! DNS snap-in. This is the primary utility that you use to manage Domain
DNS servers. In an Exchange environment, you must ensure that your DNS
server includes resource records for your Exchange servers, including
adding mail exchanger (MX) and address (A) resource records. The DNS
snap-in is a Windows utility that is installed when DNS is installed on a
Windows server. To access the DNS snap-in, install the Microsoft
Windows Server 2003 Administration Tools Pack on your computer. Or, if
DNS is installed on your computer, click Start, point to Programs, point to
Administrative Tools, and click the DNS console.
Module 1: Installing and Upgrading to Exchange Server 2003 41
Prerequisites for To install Exchange System Manager on Windows XP, the following
installing Exchange prerequisite software and configuration are required:
System Manager
! The Windows XP computer must belong to a domain in the Active
Directory forest where the Exchange Servers exist.
! You must be running at least Windows XP with SP1.
! The Windows Server 2003 Administration Tools Pack must be installed.
! The SMTP service in Windows XP must be installed.
It is not necessary to have the SMTP service running; the service just needs
to be installed on the local administrative workstation, and it can then be
disabled.
42 Module 1: Installing and Upgrading to Exchange Server 2003
Note For more information about the requirements to install Exchange system
management tools on different Windows platforms, see Exchange Server
Deployment Tools on the Exchange Server 2003 compact disc.
Important The steps for installing Exchange System Manager are included for
your information. Do not attempt to complete them in the classroom. If you
perform these steps in the classroom environment, you will leave your
computer in an incorrect state for upcoming practices.
To install Exchange To install Exchange System Manager, perform the following steps:
System Manager
1. Run Exchange 2003 setup from the compact disc.
2. In the Microsoft Exchange Server setup box, select Exchange
Deployment Tools and choose to install Exchange System Management
Tools Only.
3. Complete all steps in the Exchange Server Deployment Tool, and then click
Run Setup Now.
4. On the Component Selection page of the Microsoft Exchange Installation
Wizard, clear the Microsoft Exchange Messaging and Collaboration
Services check box.
5. On the Component Selection page, select Microsoft Exchange System
Management Tools.
Module 1: Installing and Upgrading to Exchange Server 2003 45
To run ADSI Edit To run ADSI Edit, you can open the Adsiedit.msc console file by using
Windows Explorer or use the Add/Remove Snap-in option in MMC to add the
ADSI Edit snap-in to any .msc file. The ADSI Edit snap-in will not run unless
the Adsiedit.dll is registered. This registration will happen automatically if
support utilities are installed. However, if the support utility files are copied
instead of installed, then you must run the regsvr32 command on the
Adsiedit.dll before running the ADSI Edit snap-in.
To run the LDP utility To run the LDP utility, type Ldp.exe at the command prompt.
To install the Active To install the Active Directory Schema snap-in:
Directory Schema
snap-in 1. Register its DLL by typing Regsvr32 schmmgmt.dll at the command
prompt, and then press ENTER.
2. Add the snap-in by using the Add/Remove Snap-in menu option in MMC.
46 Module 1: Installing and Upgrading to Exchange Server 2003
Practice: Installing In this practice, you will install Windows Support Tools for
Windows Support Tools Windows Server 2003.
Note This procedure may take five minutes to complete before you can
continue.
What are some of the tools not mentioned in this module that are
included with Windows Support Tools?
Answers will vary. A list of all tools is in the Support Tools Help,
launched from the Windows Support Tools group on the Start
menu.
Module 1: Installing and Upgrading to Exchange Server 2003 47
To create a custom MMC The high-level steps for creating a custom MMC are as follows:
1. On your desktop, click Start, click Run, type mmc and then click OK.
2. In the Console1 window, add the Exchange System snap-in.
3. On the Extensions tab, select the snap-in from the Snap-ins that can be
extended box.
48 Module 1: Installing and Upgrading to Exchange Server 2003
4. Set what extensions you want to include in the Available extensions box.
For example, if you want to create a console that does not allow someone to
have access to the Queue Viewer object, clear the Queue Viewer check
box in the list of extensions for Exchange System, and the Queue Viewer
object will not be displayed in the console. Or, if you want to create a
console that lets you administer Exchange objects and users, add both the
Exchange System snap-in and the Active Directory Users and Computers
snap-in to the MMC.
5. Save the console and distribute it.
Detailed steps for creating a custom MMC are included in the practice that
follows.
Practice: Creating a In this practice, you will create a custom MMC that can be used to manage
custom MMC Exchange and Windows components and services.
1. On your desktop, click Start, click Run, type mmc and then click OK.
2. In the Console1 window, on the menu, click File, and then click
Add/Remove Snap-in.
3. In the Add/Remove Snap-in dialog box, click Add.
4. In the Add Standalone Snap-in dialog box, click Active Directory Users
and Computers, and then click Add.
5. In the Add Standalone Snap-in dialog box, click Exchange System, and
then click Add.
6. In the Change Domain Controller dialog box, click OK, and in the Add
Standalone Snap-in dialog box, click Close.
7. In the Add/Remove Snap-in dialog box, verify that both Active Directory
Users and Computers and Northwind Traders (Exchange) are listed, and
then click OK.
8. In console root, verify that both Active Directory Users and Computers and
Northwind Traders (Exchange) are listed.
9. On the Console1 menu, click File, and then click Save As.
10. In the Save As dialog box, in the shortcut toolbar, click Desktop, in the File
name box, type My MMC.msc and then click Save.
11. Close My MMC, and then verify that My MMC exists on the desktop.
In an environment with multiple domain controllers, how would you
define which domain controller is used to populate your Exchange
System Manager console with information?
You would need to create a custom MMC. During creation of the
MMC, identify the domain controller that will be used to provide
the data that is displayed in Exchange System Manager.
Module 1: Installing and Upgrading to Exchange Server 2003 49
You are preparing to install your first Exchange server, DNS snap-in
and you must verify that resource records have been
configured for the server so that it will be able to
receive e-mail for your company. What utility can you
use to verify whether resource records exist for your
Exchange server?
You have an Exchange cluster, and you want to Cluster Administrator
configure a resource group on the cluster. What utility
can you use to configure the resource group?
You are experiencing problems with Active Directory The LDP utility
replication and want to find the last time an object was
replicated. What utility can you use to view replication
information about an Active Directory object?
You have just completed your installation of Exchange System Manager
Exchange. You must start configuring your Exchange
server to meet your company’s requirements. What
utility can you use to configure components of
Exchange?
Module 1: Installing and Upgrading to Exchange Server 2003 51
(continued)
Scenario Utility or tool
You just installed Exchange. You notice that when you ADSI Edit
create a new user, the full name for the user is not
displayed the way you want it to appear. What utility
can you use to change how the full name is generated?
Active Directory was deployed in your company long Active Directory Users and
before you deployed Exchange. You are not going to Computers
move any e-mail from your existing mail system, but
you want to be able to create Exchange mailboxes for
all of your existing users. What utility can you use to
create mailboxes for your existing users?
Your company has decided to use Outlook Web IIS snap-in
Access, and you have been told that you must be able
to capture as much information as possible for the
HTTP protocol that Outlook Web Access uses. What
utility can you use to enable and configure protocol
logging for HTTP?
You just installed Exchange and are using Active Active Directory Schema
Directory Users and Computers to look at a mail- snap-in
enabled user. You notice that there is an option called
custom attributes. You are concerned that this
information may not be replicated to the global
catalog. What utility can you use to view whether the
attribute in Active Directory is replicated to the global
catalog?
52 Module 1: Installing and Upgrading to Exchange Server 2003
(continued)
Category Specific feature or improvement
What has been The following table lists the four Exchange 2000 features that have been
removed? discontinued or moved to other product lines.
Feature Description and reason
Note For more information about the drive M mapping, search for article
821836, “Drive M Mapping to IFS Is Not Present by Default in Exchange
Server 2003” on the Product Support Services page of the Microsoft Web site at
http://support.microsoft.com.
For additional information about new features in Exchange 2003, see the
Exchange page of the Microsoft Web site at http://www.microsoft.com/
exchange.
56 Module 1: Installing and Upgrading to Exchange Server 2003
Note Exchange Server 2003 servers are compatible with Exchange 2000.
Therefore, users can access information that is located on Exchange 2000
servers by using an Exchange Server 2003 front-end server. For more
information about accessing information by using front-end servers, see
Module 7, “Implementing and Managing Client Access with Internet
Protocols,” in Course 2400, Implementing and Managing Microsoft
Exchange Server 2003.
Module 1: Installing and Upgrading to Exchange Server 2003 57
Note For more information about MMIS, see the Microsoft Mobile
Information Server page of the Microsoft Web site at
http://www.microsoft.com/miserver/.
! You must remove Instant Messaging, Chat, Key Management Service and
MS Mail or Lotus cc:Mail connectors. The Instant Messaging Service, Chat,
Key Management Service, MS Mail connector and Lotus cc:Mail connector
components are not supplied with Exchange Server 2003. If you want to
upgrade an existing Exchange 2000 server to Exchange Server 2003, and
one or more of these components is installed, you must remove the
components by using the Exchange 2000 Setup program before upgrading.
Important The steps for upgrading from Exchange 2000 to Exchange 2003 are
included for your information. Do not attempt to do them in the classroom. If
you perform these steps in the classroom environment, you will leave your
computer in an incorrect state for upcoming practices.
To start ExDeploy and To start ExDeploy and upgrade from Exchange 2000 Server to Exchange
upgrade to Exchange Server 2003, complete the following steps:
Server 2003
1. Insert the Exchange Server 2003 CD-ROM into your CD-ROM drive.
2. Open the Support\Exdeploy folder.
3. Double-click the ExDeploy.hta file.
4. Follow the step-by-step instructions in the Exchange Server Deployment
Tools documentation to upgrade from Exchange 2000 to Exchange 2003.
60 Module 1: Installing and Upgrading to Exchange Server 2003
To upgrade a cluster If you upgrade an Exchange 2000 cluster to Exchange Server 2003, you must
upgrade each of the Exchange virtual servers and cluster nodes in your cluster
group to Exchange Server 2003, and you must upgrade each of the Exchange
Virtual Servers and each of the cluster nodes in your cluster one at a time.
Additionally, the servers that you upgrade to Exchange Server 2003 must be
running Exchange 2000 SP3. The following procedure shows an example of
how to upgrade an Exchange 2000 SP3 cluster with two nodes (Node 1 and
Node 2) and two Exchange Virtual Servers (EVS1 and EVS2). If your cluster
includes more than two nodes, modify the procedure as necessary: The steps for
upgrading a cluster are as follows:
1. Move any Exchange Virtual Servers to Node 2. You must do this to ensure
there are no Exchange Virtual Servers running on Node 1.
2. Upgrade Node 1 to Exchange Server 2003 again. Node 1 must have
Exchange 2000 SP3 or later installed on it. If Node 1 does not restart
automatically after you upgrade it to Exchange Server 2003, restart it
manually.
Note If the server that you are upgrading is not restarted, the server will be
using the old Exres.dll, and errors may occur. These errors may occur
because the Cluster service running on that node holds Exres.dll open
during the upgrade, so Exchange Setup cannot replace it during the upgrade.
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62 Module 1: Installing and Upgrading to Exchange Server 2003
Scenario 2 You have just finished installing Exchange Server 2003, and you must verify
that everything is working correctly. What should you do to verify that the
Exchange installation was successful?
First, you should create a new mailbox and then verify that e-mail is
functioning by sending a test message. This verifies that your server’s
mailbox store is up and running and that routing and name resolution are
functioning correctly. You should then open Exchange System Manager
and verify that the objects that you expect to see listed do exist. If any of
these steps fail, you should:
• Verify that the Exchange services started correctly.
• Use the setup log and the event viewer to identify installation errors.
• Verify that the folder structure was created correctly.
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Scenario 3 You are attempting to install Exchange 2003 on your cluster, but an error
message says you have insufficient permissions. This is not the first
Exchange 2003 server in your organization. What permission must you have to
install Exchange 2003 on the cluster?
To install Exchange, you must be a member of the local administrators
group on each of the cluster nodes. When you make yourself a local
administrator on the node, you automatically become a cluster
administrator on that node. Because you are adding an Exchange virtual
server to an existing organization, you must also have Exchange Full
Administrator permissions at the administrative group level for the
administrative group that contains the Exchange virtual server if you do
not have Exchange Full Administrator permissions at the organization
level.
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Module 1: Installing and Upgrading to Exchange Server 2003 63
Scenario 4 You must configure your computer to allow you to administer your
Exchange 2003 server. You know that your computer will support the
installation of Exchange System Manager, Windows Support Tools, and the
Active Directory Schema snap-in, and all you need to do is install them. How
can you accomplish this?
Use the Setup program on the Exchange 2003 installation CD to install
Exchange System Manager. Run the Support\Tools\Suptools.msi file on the
Windows Server 2003 installation CD to install Windows Support Tools.
To use the Active Directory Schema snap-in, register the DLL by typing
Regsvr32 schmmgmt.dll at the command prompt.
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Scenario 5 Your company is currently running Exchange 2000 and is evaluating whether to
deploy Exchange 2003. You have the following business needs:
1. Clients running Outlook must be able to access their mailboxes over the
Internet.
2. Clients must be able to receive e-mail by using mobile devices, such as
Smartphones.
3. Administrators must be able to control the inflow of unsolicited commercial
e-mail.
4. Administrators would like to be able to take advantage of the snapshot
backup capability of the backup software in use at the company.
5. Digital signatures and message encryption are critical to company data
security.
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