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INSTALLING AND UPGRADING TO EXCHANGE SERVER 2003 TRAINING COURSE CONTENT

INTRODUCTION
A requirement of a messaging administrator may be to install Exchange Server 2003 on newly acquired hardware. Because of this requirement, it is necessary for the administrator to know how to perform a clean installation of Exchange Server 2003. The administrator also needs to know how to install and use the tools that are needed to manage Exchange Server 2003. Because of the complexity involved in upgrading to Exchange Server 2003 from previous versions of Exchange, the administrator may not be required to perform any upgrade tasks; however, it is still beneficial for the administrator to understand the overall upgrade process.
Installing Exchange Server 2003 and the accompanying administrative tools comprise only the first step in getting a production server functioning correctly. The final two tasks to get a production server to function correctly are covered in Modules 2 and 3.

LESSONS
Installing Exchange Server 2003
Installing Exchange Server 2003 in a Clustered Environment
Installing and Using Exchange Management Tools and Utilities
Upgrading from Exchange 2000 Server to Exchange Server 2003
Discussion: Installing and Upgrading to Exchange Server 2003

PRACTICES
Installing Exchange Server 2003
Installing Exchange Server 2003 in a Clustered Environment
Installing Windows Support Tools
Creating a Custom MMC
Choosing Exchange Management Tools and Utilities
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 tools.
Upgrade to Exchange Server 2003 from Exchange 2000.

CONFIGURING AND MANAGING EXCHANGE SERVER 2003
After administrators install Exchange Server 2003, they must configure the server to run in their messaging environment. Configuration tasks include setting up Exchange policies to simplify administration, and configuring Exchange Server so that the administrator can proactively manage server performance. If administrators use both Exchange Server 2003 and Exchange 2000 Server in their messaging environment, they must also effectively manage this mixed environment.
This module describes how to configure and manage a newly-installed server running Exchange Server 2003 by using the tools that are in Exchange Server 2003 and in the Windows Server 2003 family.

LESSONS
Creating and Applying Exchange Policies
Configuring Exchange Server 2003 for Proactive Management
Adding, Removing, and Updating Exchange Servers
Managing Exchange Server 2003 in a Mixed Environment
Discussion: Configuring and Managing Exchange Server 2003

PRACTICES
Creating a System Policies container
Creating and applying recipient policies
Creating a new storage group and a new store
Configuring resource monitoring on an Exchange server
Configuring notifications by using Exchange System Manager
Configuring performance logs
Configuring alerts by using Performance Logs and Alerts
Configuring message tracking
Configuring SMTP logging
Adding an SMTP virtual server
Applying a hot fix
After completing this module, students will be able to:
Create and apply Exchange policies to simplify administration.
Configure Exchange Server 2003 to proactively manage server performance.
Add, remove, and update Exchange servers.
Manage Exchange Server 2003 in a mixed environment.

SECURING EXCHANGE SERVER 2003
After installing and configuring Exchange Server 2003, the administrator will need to secure the Exchange Server. Securing the Exchange Server is the final step of the three-step process of installing a new Exchange server in the actual environment. (Modules 1 and 2 constitute the first two steps in this overall process.) Securing Exchange Server 2003 involves implementing antivirus strategies, implementing digital signatures and encryption features, and configuring firewalls, as well as setting administrative permissions.

LESSONS
Preparing for and Protecting Against Viruses
Securing Mailboxes
Implementing Digital Signature and Encryption Capabilities
Configuring Firewalls
Configuring Administrative Permissions
Allowing Only Required Services to Run on Exchange Server 2003
Discussion: Securing Exchange Server 2003

PRACTICES
Configuring Exchange to enable connection filtering
Blocking e-mail addresses and domains
Implementing digital signature and encryption capabilities on Exchange
Creating an Administrative Group
Delegating control of an Administrative Group
Configuring custom security permissions
After completing this module, students will be able to:
Prepare Exchange Servers to combat viruses.
Secure mailboxes.
Implement digital signature and encryption features.
Configure firewalls.
Configure administrative permissions.
Allow only required services to run on Exchange Server 2003.

MANAGING RECIPIENTS
Exchange Server 2003 recipients include Exchange users, contacts, and groups. Because Exchange Server 2003 maintains its directory information in the Microsoft Active Directoryr directory service, an administrator manages Exchange recipients by using Active Directory Users and Computers. Additionally, an administrator can use scripting utilities to make bulk changes to the Exchange recipient information that is stored in Active Directory.

LESSONS
Introduction to Exchange Recipients
Creating, Deleting, and Modifying Users and Contacts
Managing Mailboxes
Managing Mail-Enabled Groups
Discussion: Managing Recipients

PRACTICES
Deciding which Exchange recipient type and scope to use
Creating a mailbox
Deleting an Exchange mailbox
Modifying an e-mail address
Using scripts to automate mailbox administration
Hiding a mailbox
Reconnecting a mailbox to a new Active Directory account
Configuring storage limits on individual mailboxes
Configuring Send on Behalf permissions by using Active Directory Users and Computers
Moving mailboxes by using Exchange Task Wizard
Configuring Active Directory Users and Computers to forward e-mail
Creating a mail-enabled group
Creating Mail-Enabled Groups and Query-Based Distribution Groups
Configuring permissions on distribution group usage
After completing this module, students will be able to:
Describe Exchange recipients and explain the messaging capability of the different Active Directory groups.
Create, delete, and modify users and contacts.
Manage mailboxes.
Manage mail-enabled groups.

MANAGING PUBLIC FOLDERS
Public folders are an integral part of the Exchange Server 2003 messaging system. Public folders enable users in an Exchange organization to share information by using a variety of file formats. Managing public folders involves managing public folder data, as well as network access to public folders. An Exchange administrator's primary tool for managing public folders is Exchange System Manager.

LESSONS
Managing Public Folder Data
Managing Network Access to Public Folders
Publishing An Outlook 11 Form
Discussion: Managing Public Folders

PRACTICES
Creating a custom MMC for public folder management
Creating a general-purpose public folder tree
Granting permission to create top-level folders
Creating public folders in Exchange System Manager
Configuring client permissions to access a public folder
Replicating a public folder to a different server
Creating a public folder index and enabling client search of the index
Relocating index files
Creating an organizational forms library
After completing this module, students will be able to:
Manage public folder data.
Manage network access to public folders.
Create and publish a Microsoft Office Outlookr 11 form.

MANAGING ADDRESS LISTS
Users who use Exchange Server as their e-mail server typically search for other e-mail users in their company by using the global address list (GAL), which includes all the e-mail messaging recipients, including contacts with external addresses and distribution groups, in the Exchange organization. Administrators use Exchange System Manager in Exchange Server 2003 to simplify management of address lists. Administrators also use Exchange System Manager to create custom address lists that meet users' specific needs and that help them find e-mail addresses faster.

LESSONS
Introduction to Address Lists
Managing and Customizing Address Lists
Discussion: Managing Address Lists

PRACTICES
Creating and Customizing Address Lists
Creating an offline address list
Customizing display names by using the ADSI Edit snap-in
Forcing Recipient Update Service to update the GAL
After completing this module, students will be able to:
Explain when to use different types of address lists.
Manage and customize address lists.

IMPLEMENTING AND MANAGING CLIENT ACCESS WITH INTERNET PROTOCOLS
Outlook Web Access enables users to gain access to their mailboxes by using an Internet browser. Outlook Web Access also allows users access to data that is in public folders, network shared folders, and on company intranets.

LESSONS
Introduction to Internet Client Access Protocols
Implementing a Front-End and Back-End Server Topology
Implementing and Managing Outlook Web Access
Discussion: Implementing and Managing Client Access with Internet Protocols

PRACTICES
Choosing Internet Clients and Exchange Technologies
Configuring a Secure Front-End Server
Configuring SSL Between the Client and the Front-End Server
After completing this module, students will be able to:
Implement front-end and back-end servers.
Implement and manage Outlook Web Access.

MANAGING CLIENT CONFIGURATION AND CONNECTIVITY
Frequently, users ask messaging administrators to assist them with configuring their e-mail software or setting up specific collaborative features. This module introduces client configuration and connectivity concepts and demonstrates the common tasks that are associated with configuring and customizing Outlook 2003, including performing calendaring tasks in Outlook 2003, and installing and configuring Microsoft Outlook Express.

LESSONS
Configuring and Customizing Outlook 2003
Performing Calendaring Tasks in Outlook 2003
Installing and Configuring Outlook Express
Discussion: Managing Client Configuration and Connectivity

PRACTICES
Configuring Outlook to connect to Exchange 2003
Configuring rules and Out of Office messages
Granting permission to a delegate to access mailbox information
Scheduling a meeting
Creating a group schedule
Using WebDAV to connect Outlook Express to Exchange
Adding an e-mail or news account in Outlook Express
Showing and hiding IMAP folders
After completing this module, students will be able to:
Configure and customize Outlook 2003.
Perform common calendaring tasks in Outlook 2003.
Install and configure Outlook Express.

MANAGING ROUTING
Messaging administrators assemble servers running Exchange Server 2003 into routing groups to control message traffic and to help Exchange route messages more efficiently. Configuring routing groups and managing their connectivity to the Internet are important parts of an administrator's day-to-day job.

LESSONS
Explaining How Message Routing Works in an Exchange Organization
Configuring Routing in an Exchange Organization
Explaining Internet Connectivity Concepts and Protocols
Managing Connectivity to the Internet
Discussion: Managing Routing

PRACTICES
Deciding on the Best Way to Connect Routing Groups
Creating a Routing Group
Creating a Routing Group Connector
Using the Monitoring and Status tool to monitor server, connector, and resource status
Explaining Internet Connectivity Concepts and Protocols
Creating an MX record for the Exchange server
Creating and configuring an SMTP connector
Restricting user accounts from sending Internet E-mail
Configuring Exchange to use an SMTP relay host
Configuring the SMTP connector to override relay settings on the SMTP virtual server
Configuring Exchange to pull e-mail from another server by using ETRN
After completing this module, students will be able to:
Explain how message routing works in an Exchange organization.
Configure routing in an Exchange organization.
Explain Internet connectivity concepts and protocols.
Manage connectivity to the Internet.

MANAGING MOBILE DEVICES WITH EXCHANGE SERVER 2003
This module introduces students to the new mobility feature of Exchange Server 2003.

LESSONS
Managing Mobility Components
Provisioning Users for Mobile Access
Discussion: Managing Mobile Devices with Exchange Server 2003

PRACTICES
Securing Outlook Mobile Access by Configuring SSL on the Virtual Directory
Using Internet Explorer version 6.0 to Connect to your Inbox
After completing this module, students will be able to:
Manage mobility components.
Provision users for mobile access.

MANAGING DATA STORAGE AND HARDWARE RESOURCES
To manage and optimally use Exchange data storage, messaging administrators must understand how Exchange Server 2003 stores data and what storage technologies it uses. Administrators must also understand what effects hardware components have on Exchange performance and the steps that they can take to improve performance.

LESSONS
Managing Data Storage
Managing Disk Space
Managing Hardware Upgrades
Discussion: Managing Data Storage and Hardware Resources

PRACTICES
Enabling circular logging on a storage group
Choosing the best RAID level for your environment
Configuring Exchange Performance Settings
After completing this module, students will be able to:
Manage data storage.
Manage disk space.
Manage hardware upgrades.

PLANNING FOR AND RECOVERING FROM DISASTERS
The importance of preparing for the disaster recovery of the messaging system cannot be overemphasized. This module discusses not only how to create a planning document for disaster recovery, but it also explains the various procedures that are involved in backing up and restoring the messaging system.

LESSONS
Planning for Disaster Recovery
Backing Up Exchange Server 2003
Restoring Exchange Server 2003 Stores
Restoring Exchange Server 2003 Servers
Discussion: Planning for and Recovering from Disasters

PRACTICES
Planning for Disaster Recovery
Performing an Online Backup of a Storage Group
Starting the Volume Shadow Copy Service
Regenerating a full-text index
Using the Mailbox Recovery Center to Reconnect Deleted and Mailboxes
Restoring a Mailbox Store from Backup
Using Outlook Web Access to restore deleted messages
Restoring mailbox data by using a Recovery Storage Group
After completing this module, students will be able to:
Create a plan for disaster recovery in the Exchange environment.
Back up Exchange Server 2003.
Restore Exchange Server 2003 stores.
Restore Exchange Server 2003 servers.

PERFORMING PREVENTIVE MAINTENANCE
Preventative maintenance is the key to ensuring the availability and reliability of the messaging system. By categorizing and scheduling maintenance tasks accordingly, a messaging administrator can approach their administrative tasks in an organized, systematic manner.

LESSONS
Performing Daily Exchange Maintenance
Performing Scheduled Exchange Maintenance
Performing On-Demand Exchange Maintenance
Discussion: Performing Preventive Maintenance

PRACTICES
Checking Event Viewer for potential issues
Checking Monitoring and Status for potential issues
Verifying that queues have no long-term undelivered messages
Generating a performance report and looking for trends
Checking the SMTP log for problems
Checking for over-limit mailboxes
Cleaning mailboxes
Managing the Badmail folder
Configuring the Postmaster mailbox that will receive NDRs
Defragmenting an Exchange store
Verifying a mailbox store by using Isinteg.exe
After completing this module, students will be able to:
Perform daily Exchange maintenance.
Perform scheduled Exchange maintenance.
Perform on-demand Exchange maintenance.

MIGRATING USERS FROM EXCHANGE SERVER 5.5 TO EXCHANGE SERVER 2003
Because it is common for companies to merge, many messaging administrators must implement messaging deployment plans to support the merging of established messaging systems. This module teaches administrators how to migrate the Exchange Server 5.5 messaging system of a company running a Microsoft Windows NTr 4.0 domain into the Exchange Server 2003 messaging system of another company running Windows Server 2003 and Active Directory. These same steps can also be used to merge two organizations that use either Exchange 2000 or Exchange 2003.

LESSONS
Populating Active Directory with Windows NT 4.0 User and Group Accounts
Connecting the Exchange 5.5 Directory to Active Directory
Moving Mailbox and Public Folder Contents into an Exchange Server 2003 Organization
Discussion: Migrating Users from Exchange Server 5.5 to Exchange Server 2003

PRACTICES
Creating a trust between a Windows NT 4.0 domain and an Active Directory domain
Installing ADMT
Migrating user accounts using ADMT
Migrating group accounts using ADMT
Migrating Exchange 5.5 mailbox ACLs using ADMT
Verifying a successful user and group account migration
Installing the Active Directory Connector (ADC)
Configuring resource mailbox properties
Configuring an inter-organizational connection agreement
Verifying synchronization
Organizing objects in Active Directory
Moving Mailboxes from Exchange 5.5 to Exchange 2003
Replicating public folders from Exchange 5.5 to Exchange 2003
After completing this module, students will be able to:
Populate Active Directory with Windows NT 4.0 user and group accounts.
Connect the Exchange 5.5 directory to Active Directory.
Move mailbox and public folder contents into an Exchange Server 2003 organization.

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