Sponsored by Mimecast Mimecast delivers cloud-based email management for Microsoft Exchange and Microsoft Office 365, including archiving, continuity and security. By unifying disparate and fragmented email environments into one holistic solution that is always available from the cloud, Mimecast minimizes the risk and reduces cost and complexity, while providing total end-to-end control of email. Founded in the United Kingdom in 2003, Mimecast serves more than 10,000 customers worldwide with millions of users and has offices in Europe, North America, Africa, Australia and the Channel Islands. www.mimecast.com 2 M#$3'&%01-#$02)89/:0$6') A+)O@)P'1'&)A&4CC'%') M#"+&-6:1Q)HIJR) ) ) Conversational Exchange Published by Conversational Geek Inc. www.conversationalgeek.com All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without written permission from the publisher. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein. Trademarks Conversational Geek, the Conversational Geek logo and J. the Geek are trademarks of Conversational Geek. All terms mentioned in this book that are known to be trademarks or service marks have been appropriately capitalized. We cannot attest to the accuracy of this information. Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark. Warning and Disclaimer Every effort has been made to make this book as complete and as accurate as possible, but no warranty or fitness is implied. The information provided is on an “as is” basis. The author and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book or programs accompanying it. Additional Information For general information on our other products and services, or how to create a custom Conversational Geek book for your business or organization, please visit our website at ConversationalGeek.com Publisher Acknowledgments Cast and Crew of Conversational Exchange (in 10 days!) Author: J. Peter Bruzzese Lead Technical Editor: Theresa Miller Lead Expert Reviewer: Janet Vargas Expert Reviewers: Phoummala Schmitt Lasse Pettersson, MVP Steve Ahlgrim Paul Robichaux, MVP 4 The “Conversational” Method We have two objectives when we create a “Conversational” book: First, to make sure it’s written in a conversational tone so that it’s fun and easy to read. Second, to make sure you, the reader, can immediately take what you read and include it into your own conversations (personal or business-focused) with confidence. These books are meant to increase your understanding of the subject. Terminology, conceptual ideas, trends in the market, and even fringe subject matter are brought together to ensure you can engage your customer, team, co-worker, friend and even the know-it-all Best Buy geek on a level playing field. “Geek in the Mirror” Boxes We infuse humor into our books through both cartoons and light banter from the author. When you see one of these boxes it’s the author stepping outside the dialog to speak directly to you. It might be an anecdote, it might be a personal experience or gut reaction and analysis, it might just be a sarcastic quip, but these “geek in the mirror” boxes are not to be skipped. Greetings. They call me J. Within these boxes I can share just about anything on the subject at hand. Read ’em! Dedication To my fellow Exchange bloggers, evangelizers, and MVPs (past and present) in the hopes that many more can be educated about that which we have come to know and love: Exchange 6 Forward The country comedian Minnie Pearl used to say, "It costs a lot of money to look this cheap." Email is similar -- it takes a tremendous amount of complexity to make it seem so simple. Explaining that complexity would take a book longer than this one. I've worked on email technology for a third of a century, and I'm still learning. In fact, as J. Peter Bruzzese makes clear, it would take a much bigger book than this to explain all the complexities of Microsoft Exchange alone. But J. Peter has taken on a rather harder task: explaining the most important things about Microsoft Exchange, as simply as possible, to someone who actually has a life beyond email. He has done this with clarity and humor. If you want to learn about Exchange, but you're not particularly looking forward to it, this is the book for you. It gives enough information for you to convince most people that you're an Exchange expert, and enough real knowledge to be able to talk intelligently to the serious gurus. It's also a great foundation for growing into an Exchange guru yourself over time. Microsoft Exchange is an incredibly important piece of software. It's not the only email system in the world, but it dominates the business email market. Given the importance of email in today's business world, a whole ecosystem of support and service has grown up around Exchange, with thousands of people making a fine living as Exchange experts. Whether you're hoping to become one, or just to talk with the one you married, this is the place to start. Nathaniel S. Borenstein Chief Scientist, Mimecast Table of Contents Author Biography 1 Acknowledgements 2 Introduction from the Author 4 Chapter 1: An Overview of Microsoft’s Exchange 6 Chapter 2: Exchange Server Roles 23 Chapter 3: Database Management 37 Chapter 4: Recipient Management 51 Chapter 5: Regulatory Compliance 61 Chapter 6: High Availability and Site Resiliency 76 Chapter 7: Unified Messaging 91 Chapter 8: Exchange Virtualization 101 Chapter 9: Exchange Security 110 Chapter 10: Office 365 (Exchange Online) 119 Appendix: 127 Basic Exchange Prerequisite Knowledge Vendor Sponsor: 140 Mimecast’s Unified Email Management Index 145 8 Author Biography J. Peter Bruzzese has been working in the world of corporate networking since the early 90’s as a teenager. He started in document processing departments of Manhattan-based legal and corporate banking firms like Goldman Sachs and Solomon Smith Barney. This was a time of great change in the computing and corporate world as the ‘Internet’ was just about to become a household name. J. Peter returned to school for networking on a leap of faith (with support from his wife) and he would eventually become one of the most certified IT professionals of his time. He passed certification exams for Microsoft networking, as well as exams through CompTIA, Novell, CIW and other vendors. In the late 90’s he established two different networking schools (NetEssentials Training and LAN-Slide Technologies) before being asked to write his first book for Coriolis on Active Directory Design, which he co-wrote with Wayne Dipchan. He would go on to write and contribute to over a dozen titles sold internationally and translated into just as many languages. More recently J. Peter Bruzzese formed an online company with Tim Duggan called ClipTraining. ClipTraining was formed in 2006 to provide training content through an online learning system that controls access and provides reporting for both individuals and corporate users. The goal is to assist in providing training and support for Windows, Office and other skills through short, task-based videos. J. Peter, as a noted expert on video creation (screencasts) and Microsoft technology has also worked with Pluralsight (formerly TrainSignal) in recent years to provide administrative training for Exchange 2010 and 2013. As a result of his community effort J. Peter has been awarded the prestigious MVP Award for Microsoft Exchange several years in a row. He is also a Microsoft Certified Trainer (MCT). In addition to books, J. Peter writes for a variety of different in-print and online tech periodicals. He does product review work for TechGenix (MSExchange.org). He has written the Enterprise Windows column for InfoWorld for 5+ years. And he speaks at technical conferences like TechMentor, MEC 2012/2014, FETC, Connections, TechEd and the Microsoft WPC. 1 Acknowledgements As always, my wife Jennette deserves the greatest amount of appreciation. She has supported me from the beginning in this ever changing career. There are truly too many to acknowledge and thank if I really start thinking about it. For this book I’m going to say focused on acknowledging those who connect with Exchange directly so as to narrow my focus a bit. First off, I’d like to thank the Exchange Team (past and present). Your work is appreciated on multiple levels. I’ve always been proud to say I work with Exchange because it is such a stable and feature-rich product that continues to evolve in positive ways. Others at Microsoft I’d like to thank include my MVP Lead Melissa Travers, Bharat Suneja, Ian Hameroff, Scott Scnoll, and Jeff Mealiffe. I’d also like to thank Marissa Salazar, Navin Chand, Brian Shiers, Jake Zborowski, Jon Orton, and last but not least by any means, David Espinoza. I’d also like to thank those folks at Waggener Edstrom who keep me informed as a journalist. You are much appreciated: Leigh Rosenwald, Kara Berman, Krista Valiante and others I’ve worked with over the years. Next, I’d like to thank my fellow MVPs (including those who have moved on to work for Microsoft directly), as well as Exchange Rangers, who I’ve learned a great deal from.