5053A: Designing a Messaging Infrastructure Using Microsoft Exchange
Server 2007
• Course Number: 5053A
• Course Length: 3 Days
Course Overview
This three-day instructor-led course provides students with the knowledge and skills to design a
messaging infrastructure. Students will learn to assess an existing infrastructure and determine technical
and business requirements for both new Microsoft Exchange Server 2007 deployments and migrations.
Students will create a design that addresses security, architecture, scalability, coexistence, and client
access needs. They also will learn strategies for gaining approval for designs from stakeholders.
Prerequisites
Before attending this course, students must have:
•
Must understand hardware concepts. For example, what redundant array of independent disks
(RAID) is, what a storage area network (SAN) is, processor options, memory requirements, how
disk input/output (I/O) functions and the limitations of disk I/O, and storage options for Exchange
server. The differences in addressable memory spaces between 32- and 64-bit architectures.
•
Must have extensive detailed knowledge of Active Directory concepts and design principles. For
example, site replication, integrated authentication, schema extension, Domain Name System
(DNS), group and organization unit structure and inheritance, etc .
•
Working experience with designing and implementing Active Directory in Windows Server 2003.
•
Must understand Exchange architecture. For example, the purpose of server roles, functions of
specific server roles, how message routing and queuing works in Exchange, standard messaging
protocols (Simple Mail Transfer Protocol [SMTP], Internet Message Access Protocol version 4rev1
[IMAP4], Post Office Protocol version 3 [POP3]), how Exchange replicates data stores, client
access methods, and so on.
•
Working experience with Exchange 2000 Server or Exchange Server 2003 and Exchange Server
2007. For example, must have installed, maintained, and supported a production Exchange
environment.
•
Must already know how to use:
•
Exchange System Manager
•
Exchange Best Practice Analyzer (ExBPA)
•
Microsoft Office Visio (to create infrastructure diagrams)
•
Familiarity and experience with a Windows scripting or command-line scripting.
Important: This learning product will be most useful to people who intend to use their new skills and
knowledge on the job immediately after training.
Audience
This course is intended for people with three or more years experience working with previous Exchange
Server versions and experience implementing Exchange Server 2007. Most students will have managed
enterprise-level Exchange Server organizations. Students are expected to be new to participating in
designing Exchange Server 2007 deployments on the job or to be planning to design Exchange Server
2007 deployments in the near future. Students may have done some design for Exchange 2000 Server or
Exchange Server 2003 deployments, but want to learn how to design Exchange Server 2007
environments. Students will also have experience in designing and managing Active Directory directory
services and network infrastructure deployments.
Course Outline
Course Introduction 5m
Course Introduction
Module 01 - Gathering Requirements for a Messaging Infrastructure 1h 42m Lesson 1: Gathering Business Requirements
What Are Business Requirements?
Requirements
What Are Functional Requirements?
Functional Specification
Defining Service Level Agreements Service Level Agreement Details Types of SLA’s
Discussion: Identifying Regulatory and Organizational Compliance Requirements Identifying Project Constraints
Negotiating Project Constraints Gathering Business Requirements Identifying Business Requirements
Lesson 2: Identifying Additional Requirements Typical Stakeholders
Stakeholders Interests
Defining Technology Requirements Server Room Equipment
Storage Technologies
Backup and Recovery Solutions Network Infrastructure Active Directory Infrastructure
Identifying IT Requirements Identifying Security Requirements Organizational Security Risks Defining User Requirements
Discussion: Dealing with Conflicting Requirements
Lesson 3: Analyzing the Current Messaging Environment Analyzing the Physical Network Infrastructure
Analyzing the Name Resolution Services Infrastructure Analyzing the Active Directory Infrastructure
Analyzing the Messaging Infrastructure Identifying Messaging System Usage Performance Monitor Counters
Identifying Additional Infrastructure Components Analyzing Administrative Models and Processes Analyzing the Change Control Process
Lesson 4: Creating a Requirements Document What is a Requirements Document?
Discussion: Defining a Projects Priorities and Constraints Discussion - Defining a Projects Priorities and Constraints Demo - Network Infrastructure
Demo - Messaging Infrastructure Module 01 Review
Lesson 1: Designing an Active Directory Infrastructure Identifying the Active Directory Design Owners
Designing the Active Directory Forest
Exchange Server Design in a Single Forest Environment Exchange Server Design in a Resource Forest Environment Designing the Active Directory Domain
Design Implications for Exchange Server 2007 Exchange 2007 in a Multiple Domain Environment Deploying Exchange Server in a Multi-Tree Forest Designing the Active Directory Sites for Exchange Server How Active Directory Uses Sites
How Active Directory Uses Sites, cont.
Deploying Exchange Servers in Active Directory Sites Considerations for Designing Exchange Server 2007 Sites Designing Internet Access for Outlook Web Access Using a Single Client Access Server to Provide OWA Enabling Access to Multiple Client Access Servers Designing a Domain Controller Placement Strategy
Discussion: Considerations for Modifying the Current Active Directory Design How Exchange Server 2007 Uses Sites for Message Routing
Lesson 2: Designing Message Routing
What Is the Default Message Routing Configuration?
How Exchange Server 2007 Selects Message Route Items of Note…
Configure Hub Sites
Configure Exchange-Specific Routing Costs
Configure Expansion Servers For Distribution Groups Modifying the Default Message Routing Topology Planning for Message Routing Failure
Guidelines for Dealing with Message Routing Failure Lesson 3: Designing the Message Routing Perimeter Deploying and Securing Edge Transport Servers Deploy Edge Transport Server in the Perimeter Network Reduce the Attack Surface in the Edge Transport Server Open as Few Ports as Possible on Internal and External Firewalls Configure Administrative Permissions
Configure Settings to Enable Message Flow or Configure an Edge Subscription Designing Edge Subscriptions
Data Replicated From AD To ADAM
Considerations for Designing Edge Subscriptions Designing Outbound Message Flow
Designing Inbound Message Flow
Designing Message Routing to the Perimeter
How Exchange Server Routes Messages to the Network Perimeter Multiple Send Connectors - Routing Algorithm
Configuring the Connector Scope to Manage Message Routing to the Perimeter If Your Organization Has Multiple AD Sites, Consider the Following…
If Your Organization Has Multiple AD Sites, Consider the Following…, cont.
Demo - Network Diagram Module 02 Review
Lesson 1: Designing Mailbox Servers
Discussion: Requirements for Designing Mailbox Servers Designing Mailbox Sizing
Additional Considerations for Designing Mailbox Sizing Actual Mailbox Size
Actual Mailbox Size, cont
Designing Mailbox Server Database Configurations Exchange Server 2007 Data Storage Enhancements Planning Storage Groups
Designing Storage Group Configuration Designing Storage Group Configuration, cont.
Transaction Log Storage Transaction Log Storage, cont.
Planning Mailbox Databases Limiting Database Size Limiting Database Size, cont.
Designing Mailbox Server Disk Storage
Tools for Testing Server and Storage Performance – LoadGen Tools for Testing Server and Storage Performance – ESP Tools for Testing Server and Storage Performance – Jetstress Designing a Storage Architecture
Selecting a RAID Option RAID Options
Designing Mailbox Server Processor and Memory Requirements Designing Mailbox Servers for High Availability
Mailbox User Types
Other Factors in User Profiles Guidelines
Designing a Memory Configuration Minimum Memory Requirements Per Server
Guidelines For Designing a Mailbox Server with LCR Lesson 2: Designing Non-Mailbox Servers Designing Transport Server Configurations Information Needed to Design Transport Servers Information Needed to Design Transport Servers, cont.
Designing Server Configurations for Transport Servers Designing Server Configurations for Transport Servers, cont.
How Activities Affect Hard Disk I/O And Recommendations How Activities Affect Hard Disk I/O And Recommendations, cont.
What is the Back Pressure Feature?
Resources Monitored by the Back Pressure Feature How Back Pressure is Applied
Options for Configuring Back Pressure Back Pressure Options
Designing Client Access Server Configurations Information Needed to Design Client Access Servers Designing the Client Access Server Deployment ISA Server Benefits
Designing Unified Messaging Server Configurations Unified Messaging Server Features
Information Needed to Design UM Servers Information Needed to Design UM Servers, cont.
Designing Server Role Combinations Recommendations to Consider
Lesson 3: Designing a Public Folder Architecture Analyzing Business Requirements for Public Folders Designing Mailbox Servers for Storing Public Folders
Designing Public Folder Replication
Default Configuration for Public Folder Replication
Considerations for Designing Public Folder Replication and Referrals Considerations for Designing Public Folder Replication and Referrals, cont Designing Client Access to Public Folders
Guidelines for Planning a Public Folder Hierarchy Designing Public Folder Permissions
Discussion: Preparing to Transition From Public Folders Lesson 4: Designing a Lab Environment
Designing the Test Lab
Designing the Pre-Production Lab Demo - Anti-Spam
Demo - Back Pressure Demo - Add/Remove Roles Module 03 Review
Module 04 - Designing Security for a Messaging Environment 58m Lesson 1: Designing an Administrative Model
How Exchange Server 2007 and Active Directory Permissions Relate Exchange Server Roles
Exchange Server Roles, cont.
Discussion: Options for Planning Active Directory and Exchange Permissions 6 AND 7 SWAPPED
Implementing the Administrative Model Lesson 2: Designing Message Security Defining Message Security Requirements Analyze Current Security Mechanisms Designing Restrictions to Message Flow Restricting Message Flow with Transport Rules
Restricting Message Flow with Transport Rules – Edge Transport Implementing Message Classifications with Transport Rules Message Classifications
How to Use Message Classification Designing SMTP Connector Security Guidelines For Securing SMTP Connectors Guidelines For Securing SMTP Connectors, cont.
Designing Secure Message Routing Using Domain Security Domain Security Note
Designing Client Based Messaging Security
Using S/MIME to Secure Email Messages – Issues That Can Complicate the Implementation Lesson 3: Designing Antivirus and Anti-Spam Solutions
Overview of Antivirus and Anti-Spam Solution Requirements Designing Anti-Spam Solutions
Recommendations for Monitoring the Anti-Spam Solution Designing Antivirus Solutions
Designing a Defense in Depth
Use Antivirus Solutions That Take Advantage of New Exchange 2007 Features Forefront Security for Exchange Server
Integrating Antivirus and Anti-Spam Filtering Using Exchange Hosted Services Managing Antivirus Solutions
Discussion: Designing Anti-Spam and Antivirus Solutions Demo - Exchange Admin
Demo - Certificate Request Module 04 Review
Module 05 - Designing Messaging Policies 56m
Lesson 1: Designing Exchange Recipient and Message Policies Discussion: Designing Naming Conventions for Exchange Objects Designing a Calendar and Resource Management Strategy Options for Configuring Auto Acceptance Settings Options for Configuring Auto Acceptance Settings, cont.
Considerations for Developing a Resource Booking Policy Designing Mailbox Size Policies
Designing Message Delivery Policies
Considerations for Designing Message Size Restrictions Considerations for Designing Message Size Restrictions, cont.
Designing Client Access Policies
Considerations for Enabling Client Access Methods Comparing Outlook Web Access to Outlook Anywhere Setting Policies for OWA
Designing Policy Exceptions
Creating a Process for Exception Approval Lesson 2: Designing Mobile Device Policies Options for Managing Mobile Devices Managing Mobile Devices
Designing Exchange ActiveSync Policies
Considerations for Configuring ActiveSync Policies Designing Policies for Device Management
Lesson 3: Designing Messaging Policies for Compliance Overview of Messaging Policies and Compliance Requirements Microsoft Exchange Tools
Designing Policies for Messaging Records Management Messaging Records Management Options
Considerations for Configuring Managed Email Folders and Content Settings Considerations for Configuring Policies
Designing Policies for Message Journaling Considerations for Developing Journaling Rules Managing the Journal Mailbox
Designing Message Archiving Policies
Discussion: Designing a User Communication Plan for Messaging Policies
Demo - Conference Room Module 05 Review
Module 06 - Designing Coexistence and Interoperability Strategies 45m with Other Messaging Systems
Lesson 1: Overview of Coexistence and Interoperability with Other Messaging Systems Scenarios for Coexistence and Interoperability with Other Messaging Systems
Discussion: Components of a Coexistence and Interoperability Strategy Documenting the Current Message Routing Configuration
Integration of Message Routing Between Exchange Versions
Lesson 2: Designing a Coexistence Strategy with Previous Exchange Versions Designing Message Flow
Optimizing Message Routing Between the Messaging Systems Optimizing Message Routing Between the Messaging Systems, cont.
How the Availability Service Works
Optimizing the Availability Service Integration Designing Calendar Integration
Designing Offline Address List Access How Offline Address Book Coexistence Works Optimizing Offline Address Book Distribution Designing Public Folder Availability
Designing Public Folder Replication and Referrals Designing Exchange Server Administration Using Administrative Tools in Coexistence Scenario Designing the Implementation Plan for Coexistence
Lesson 3: Designing an Interoperability Strategy with Other Messaging Systems Designing Message Flow Strategy with Unique SMTP Namespaces
Configuring Message Routing with Unique SMTP Namespaces Designing Message Flow Strategy with the Same SMTP Namespace Designing Global Address List Synchronization
Designing Calendar Interoperability
Designing an Interoperability Strategy by Using Connectors Demo - Offline Address Books
Module 06 Review
Module 07 - Designing an Exchange Server 2007 Upgrade Strategy 45m Lesson 1: Overview of Available Upgrade Strategies
Upgrade Terminology Upgrade Strategies Upgrade Scope
Lesson 2: Designing a Transition from Previous Versions of Exchange Confirming the Exchange Organization Readiness for Exchange Server 2007 Using the Exchange Server 2007 Readiness Check
ExBPA Reporting
Maintaining Features Not Supported by Exchange Server 2007 Preparing Active Directory for Exchange Server 2007 Things of Note….
Designing the Client Access Server Role Deployment Considerations for Implementing Client Access Servers Designing the Hub Transport Server Role Deployment Designing the Mailbox Server Role Deployment Public Folders
Designing the Edge Transport Server Role Deployment Configuring Internet Message Routing
Configuring Internet Message Routing, cont.
Lesson 3: Designing a Migration from Other Messaging Systems Migrating Message Routing to the Exchange Server 2007 Organization Migrating Directory Information to the Exchange Server 2007 Organization Migrating Data to the Exchange Server 2007 Organization
Migrating from Lotus Domino Demo - ExBPA
Module 07 Review
Module 08 - Obtaining Approval for a Messaging Infrastructure Design 27m Lesson 1: Preparing to Obtain Approval
Creating a Design Document
Design Document Specifications: Executive Summary
Design Document Specifications: Current Environment and Requirements Creating an Implementation Plan
Identifying Design Reviewers
Lesson 2: Presenting and Finalizing a Design Presenting a Design Document for Review
Discussion: Overcoming Obstacles to Obtaining Approval Revising a Design
Implementing Design Changes After Approval Demo - Documents
Module 08 Review Course Closure
