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10133A

First Look: Whats New in MicrosoftExchange Server 2010

For product evaluation only not for distribution or commercial use.


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Information in this document, including URL and other Internet Web site references, is subject to change without notice.

Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos,

people, places, and events depicted herein are fictitious, and no association with any real company, organization, product,

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The names of manufacturers, products, or URLs are provided for informational purposes only and Microsoft makes no

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products with any Microsoft technologies. The inclusion of a manufacturer or product does not imply endorsement of

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Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering

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2009 Microsoft Corporation. All rights reserved.

Microsoft, Microsoft Press, Access, Active Directory, ActiveSync, BizTalk, Excel Forefront, Groove, Hyper-V, Internet

Explorer, MS, Outlook, PerformancePoint, PowerPoint, SQL Server, Virtual Earth, Visio, Visual Studio, Windows,

Windows Live, Windows Mobile, Windows PowerShell, Windows Server, and Windows Vista are either registered

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All other trademarks are property of their respective owners.

Product Number: 10133A

Released: 06/2009

Version 1.2



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distribution or use of your programs.



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Elle sapplique galement, mme si Microsoft connaissait ou devrait connatre lventualit dun tel dommage. Si votre paysnautorise pas lexclusion ou la limitation de responsabilit pour les dommages indirects, accessoires ou de quelque nature quece soit, il se peut que la limitation ou lexclusion ci-dessus ne sappliquera pas votre gard.

EFFET JURIDIQUE.Le prsent contrat dcrit certains droits juridiques. Vous pourriez avoir dautres droits prvus par les loisde votre pays. Le prsent contrat ne modifie pas les droits que vous confrent les lois de votre pays si celles-ci ne lepermettent pas.



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Contents vii

AcknowledgementsMicrosoft Learning would like to acknowledge and thank the following for theircontribution towards developing this title. Their effort at various stages in the

development has ensured that you have a good classroom experience.

Stan Reimer Content DeveloperStan Reimer is president of S. R. Technical Services Inc, and he works as a

consultant, trainer and author. Stan has extensive experience consulting on ActiveDirectory and Exchange Server deployments for some of the largest companies in

Canada. Stan is the lead author for two Active Directory books for Microsoft

Press, and is currently working on an Exchange Server 2010 Best Practices book,also for Microsoft Press. For the last six years, Stan has been writing courseware

for Microsoft Learning, specializing in Active Directory and Exchange Server

courses. Stan has been an MCT for 11 years.

David Elfassy Technical ReviewerSenior Technical Advisor Netlogon Technologies inc. | Kalleo inc.

MCSA, MCSE, MCTS, MCITP, MCT

MVP: Exchange Server



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Contents ix

Table of Contents

Introduction

Introduction ........................................................................................................................................ iClinic Materials .................................................................................................................................iiMicrosoft Learning Product Types................................................................................................... ivMicrosoft Certification Program....................................................................................................... viFacilities ........................................................................................................................................... xi

About This Clinic............................................................................................................................. xiiPrerequisites.................................................................................................................................. xivClinic Outline.................................................................................................................................. xvi

Session 1: Microsoft Exchange Server 2010 Enhancing the UserExperience

Session Overview......................................................................................................................... 1-1Section 1: Exchange Server 2010 Design Goals ......................................................................... 1-2Section 2: Client Access Features.............................................................................................. 1-11Section 3: Message Policy and Compliance Features............................................................... 1-29Section 4: Unified Messaging Features...................................................................................... 1-45Section 5: Federated Sharing Features ..................................................................................... 1-51

Session 2: Microsoft Exchange Server 2010 Enhancing the ExchangeAdministrator Experience

Session Overview......................................................................................................................... 2-1Section 1: Message Transport Features ...................................................................................... 2-2Section 2: Mailbox Server Features ........................................................................................... 2-14

Section 3: Database Availability and Site Resilience ................................................................. 2-21Section 4: Administration and Management Tools..................................................................... 2-37Section 5: Transitioning from Previous Versions of Exchange Server....................................... 2-49Clinic Evaluation......................................................................................................................... 2-56



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Introduction

Table of Contents

Introduction iClinic Materials ii

Microsoft Learning Product Types ivMicrosoft Certification Program viFacilities xi

About This Clinic xiiPrerequisites xivClinic Outline xvi



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Information in this document, including URL and other Internet Web site references, is subject to change

without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-

mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any

real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or

should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting

the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval

system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or

otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

The names of manufacturers, products, or URLs are provided for informational purposes only and Microsoft

makes no representations and warranties, either expressed, implied, or statutory, regarding these

manufacturers or the use of the products with any Microsoft technologies. The inclusion of a manufacturer or

product does not imply endorsement of Microsoft of the manufacturer or product. Links are provided to third

party sites. Such sites are not under the control of Microsoft and Microsoft is not responsible for the contents of

any linked site or any link contained in a linked site, or any changes or updates to such sites. Microsoft is not

responsible for webcasting or any other form of transmission received from any linked site. Microsoft is

providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement of

Microsoft of the site or the products contained therein.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights

covering subject matter in this document. Except as expressly provided in any written license agreement from

Microsoft, the furnishing of this document does not give you any license to these patents, trademarks,

copyrights, or other intellectual property.

Copyright 2009 Microsoft Corporation. All rights reserved.

Microsoft, Microsoft Press, Access, Active Directory, ActiveSync, BizTalk, Excel Forefront, Groove, Hyper-V,

Internet Explorer, MS, Outlook, PerformancePoint, PowerPoint, SQL Server, Virtual Earth, Visio, Visual Studio,

Windows, Windows Live, Windows Mobile, Windows PowerShell, Windows Server, and Windows Vista are

either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

The names of actual companies and products mentioned herein may be the trademarks of their respective

owners.

Version 1.2



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Introduction i

Introduction



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ii Introduction

Clinic Materials

The following materials are included with your kit:

Student workbook. The student workbook contains the material covered in class.

Clinic evaluation.At the end of the clinic, you will have the opportunity to complete

an online evaluation to provide feedback on the clinic, training facility, and instructor.

To provide additional comments or feedback on the clinic, send e-mail to

[email protected]. To inquire about the Microsoft Certification Program,

send e-mail to [email protected].



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Introduction iii

Document Conventions

The following conventions are used in clinic materials to distinguish elements of the text.

Convention Use

Bold Represents commands, command options, and syntax that must be

typed exactly as shown. It also indicates commands on menus and

buttons, dialog box titles and options, and icon and menu names.

Italic In syntax statements or descriptive text, indicates argument names or

placeholders for variable information. Italic is also used for introducing

new terms, for book titles, and for emphasis in the text.

Title Capitals Indicate domain names, user names, computer names, directory names,

and folder and file names, except when specifically referring to case-

sensitive names. Unless otherwise indicated, you can use lowercase

letters when you type a directory name or file name in a dialog box or at a

command prompt.

ALL CAPITALS Indicate the names of keys, key sequences, and key combinationsfor

example, ALT+SPACEBAR.

monospace Represents code samples or examples of screen text.

[ ] In syntax statements, enclose optional items. For example, [filename] in

command syntax indicates that you can choose to type a file name with

the command. Type only the information within the brackets, not the

brackets themselves.

{ } In syntax statements, enclose required items. Type only the information

within the braces, not the braces themselves.

| In syntax statements, separates an either/or choice.

Indicates a procedure with sequential steps.

... In syntax statements, specifies that the preceding item may be repeated.

.

.

.

Represents an omitted portion of a code sample.



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iv Introduction

Microsoft Learning Product Types

Microsoft Learning offers the following instructor-led products. Each is specific to a

particular audience type and level of experience. The different product types also tend to

suit different learning styles. These types are as follows:

Coursesare for information technology (IT) professionals and developers who are

new to a particular product or technology and for experienced individuals who prefer

to learn in a traditional classroom format. Courses provide a relevant and guided

learning experience that combines lecture and practice to deliver thorough coverage

of a Microsoft product or technology. Courses are designed to address the needs of

learners engaged in planning, design, implementation, management, and support

phases of the technology adoption life-cycle. They provide detailed information by

focusing on concepts and principles, reference content, and in-depth hands-on lab

activities to ensure knowledge transfer. Typically, the content of a course is broad,

addressing a wide range of tasks necessary for the job role.

Workshopsare for knowledgeable IT professionals and developers who learn best

by doing and exploring. Workshops provide a hands-on learning experience in which

participants use Microsoft products in a safe and collaborative environment based on

real-world scenarios.

Clinicsare for IT professionals, developers and technical decision makers. Clinics

offer a detailed how to presentation that describes the features and functionality of

an existing or new Microsoft product or technology, and that showcases product

demonstrations and solutions. Clinics focus on how specific features will solve

business problems.



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Introduction v

Microsoft Learning Product Types (continued)

First-look Clinicsare products specifically designed to deliver early content or

critical information that Product Groups or other internal customers need

communicated quickly and broadly. The First Look products convey knowledge-

based (not skills-based) information to an audience profile identified as high-level

Business Decision Makers.

Hands-on Labsprovide IT professionals and developers with hands-on experience

with an existing or new Microsoft product or technology. Hands-on labs provide a

realistic and safe environment to encourage knowledge transfer by learning throughdoing. The labs provided are completely prescriptive so that no lab answer keys are

required. There is very little lecture or text content provided in hands-on labs, aside

from lab introductions, context setting, and lab reviews.



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vi Introduction

Microsoft Certification Program

Microsoft Learning offers a variety of certification credentials for developers and IT

professionals. The Microsoft Certification Program (MCP) is the leading certification

program for validating your experience and skills, keeping you competitive in todays

changing business environment.

MCP Certifications

The MCP includes the following certifications.

MCITP

The new Microsoft Certified IT Professional (MCITP) credential allows IT professionals

to distinguish themselves as experts in their specific area of focus. There is a

straightforward upgrade path from the MCDBA certification to the new MCITP

credentials. There are currently twelve IT Professional certifications:

MCITP: Business Intelligence Developer

MCITP: Business Intelligence Developer 2008

MCITP: Consumer Support Technician

MCITP: Database Developer

MCITP: Database Developer 2008

MCITP: Database Administrator

MCITP: Database Administrator 2008

MCITP: Enterprise Messaging Administrator

MCITP: Enterprise Project Management with Microsoft Office Project Server 2007



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Introduction vii

MCITP: Enterprise Support Technician

MCITP: Enterprise Administrator

MCITP: Server Administrator

MCPD

The Microsoft Certified Professional Developer (MCPD) credential highlights developer

job roles, featuring specific areas of expertise. There is a straightforward upgrade path

from the MCAD and MCSD for Microsoft .NET certifications to the new MCPD

credential. There are four MCPD certification paths:

MCPD: Microsoft Visual Studio 2008

MCPD: Web Developer, Visual Studio 2005

MCPD: Windows Developer on Visual Studio 2005

MCPD: Enterprise Applications Developer on Visual Studio 2005

MCTS

The Microsoft Certified Technology Specialist (MCTS) credential enables professionals

to target specific technologies and distinguish themselves by demonstrating in-depth

knowledge of and expertise in the technologies with which they work. The following list

contains the current MCTS certifications:

MCTS: .NET Framework 2.0 Web Applications

MCTS: .NET Framework 2.0 Windows Applications

MCTS: .NET Framework 2.0 Distributed Applications

MCTS: .NET Framework 3.5, ADO.NET Applications

MCTS: .NET Framework 3.5, ASP.NET Applications

MCTS: .NET Framework 3.5, Windows Communication Foundation Applications

MCTS: .NET Framework 3.5, Windows Forms Applications

MCTS: .NET Framework 3.5, Windows Presentation Foundation Applications

MCTS: .NET Framework 3.5, Windows Workflow Foundation Applications

MCTS: BizTalk Server 2006

MCTS: Business Desktop Deployment

MCTS: Connected Home Integrator

MCTS: Designing and Providing Volume Licensing Solutions to LargeOrganizations

MCTS: Designing and Providing Volume Licensing Solutions to Small and Medium

Organizations

MCTS: Enterprise Project Management with Microsoft Office Project Server 2007



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viii Introduction

MCTS: Microsoft Desktop Optimization Pack, Configuration

MCTS: Microsoft Exchange Server 2007 Configuration

MCTS: Microsoft Forefront Client and Server Configuration

MCTS: Microsoft Internet Security and Acceleration (ISA) Server 2006,

Configuration MCTS: Microsoft Office Communications Server 2007, Configuration

MCTS: Microsoft Office Groove 2007, Configuration

MCTS: Microsoft Office Live Communications Server 2005

MCTS: Microsoft Office PerformancePoint Server 2007, Applications

MCTS: Microsoft Office Project 2007, Managing Projects

MCTS: Microsoft Office Project Server 2007, Configuration

MCTS: Microsoft Office SharePoint Server 2007 Application Development

MCTS: Microsoft Office SharePoint Server 2007 Configuration

MCTS: Microsoft Office Visio 2007, Application Development

MCTS: Microsoft SQL Server 2005

MCTS: Microsoft SQL Server 2005 Business Intelligence

MCTS: Microsoft SQL Server 2008, Business Intelligence Development and

Maintenance

MCTS: Microsoft SQL Server 2008, Database Development

MCTS: Microsoft SQL Server 2008, Implementation and Maintenance

MCTS: Microsoft System Center Configuration Manager 2007, Configuration

MCTS: Microsoft System Center Operations Manager 2007, Configuration

MCTS: Microsoft System Center Virtual Machine Manager 2008, Configuration

MCTS: Microsoft Team Foundation Server: Configuration and Development

MCTS: Microsoft Virtual Earth 6.0, Application Development

MCTS: Windows Embedded CE 6.0 Development

MCTS: Windows Essential Business Server 2008, Configuration

MCTS: Windows Mobile 5.0, Applications

MCTS: Windows Mobile 5.0, Implementing and Managing

MCTS: Windows Server 2003 Hosted Environments Configuration and

Management

MCTS: Windows Server 2008 Active Directory Configuration

MCTS: Windows Server 2008 Applications Infrastructure Configuration

MCTS: Windows Server 2008 Network Infrastructure Configuration

MCTS: Windows Server Virtualization, Configuration



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Introduction ix

MCTS: Windows SharePoint Services 3.0 Application Development

MCTS: Windows SharePoint Services 3.0 Configuration

MCTS: Windows Small Business Server 2008, Configuration

MCTS: Windows Vista Configuration

MCDST on Microsoft Windows

The Microsoft Certified Desktop Support Technician (MCDST) certification is designed

for professionals who successfully support and educate end users and troubleshoot

operating system and application issues on desktop computers running the Windows

operating system.

MCSA on Microsoft Windows Server 2003

The Microsoft Certified Systems Administrator (MCSA) certification is designed for

professionals who implement, manage, and troubleshoot existing network and system

environments based on the Windows Server 2003 platform. Implementation

responsibilities include installing and configuring parts of systems. Management

responsibilities include administering and supporting systems.

MCSE on Microsoft Windows Server 2003

The Microsoft Certified Systems Engineer (MCSE) credential is the premier certification

for professionals who analyze business requirements and design and implement

infrastructure for business solutions based on the Windows Server 2003 platform.

Implementation responsibilities include installing, configuring, and troubleshooting

network systems.

MCAD for Microsoft .NET

The Microsoft Certified Application Developer (MCAD) for Microsoft .NET credential

provides industry recognition for professional developers who use Microsoft Visual

Studio .NET and Web services to develop and maintain department-level applications,

components, Web or desktop clients, or back-end data services, or who work in teams

developing enterprise applications. The credential covers job tasks ranging from

developing to deploying and maintaining these solutions.

MCSD for Microsoft .NET

The Microsoft Certified Solution Developer (MCSD) for Microsoft .NET credential is

the top-level certification for advanced developers who design and develop leading-edge

enterprise solutions by using Microsoft development tools and technologies as well as the

Microsoft .NET Framework. The credential covers job tasks ranging from analyzing

business requirements to maintaining solutions.



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x Introduction

MCDBA on Microsoft SQL Server 2000

The Microsoft Certified Database Administrator (MCDBA) credential is the premier

certification for professionals who implement and administer SQL Server 2000 databases.

The certification is appropriate for individuals who derive physical database designs,

develop logical data models, create physical databases, create data services by using

Transact-SQL, manage and maintain databases, configure and manage security, monitor

and optimize databases, and install and configure SQL Server.

MCP

The Microsoft Certified Professional (MCP) credential is for individuals who have the

skills to successfully implement a Microsoft product or technology as part of a business

solution in an organization. Hands-on experience with the product is necessary to

successfully achieve certification.

MCT

Microsoft Certified Trainers (MCTs) demonstrate the instructional and technical skillsthat qualify them to deliver Official Microsoft Learning Products through a Microsoft

Certified Partner for Learning Solutions (CPLS).

Certification Requirements

Certification requirements differ for each certification category and are specific to

the products and job functions addressed by the certification. To earn a certification

credential, you must pass rigorous certification exams that provide a valid and reliable

measure of technical proficiency and expertise.

Additional Information:See the Microsoft Learning Web site athttp://www.microsoft.com/learning/. You can also send e-mail [email protected] if you have specific certification questions.

Acquiring the Skills Tested by MCP Exams

Official Microsoft Learning Products can help you develop the skills that you need to

do your job. They also complement the experience that you gain while working with

Microsoft products and technologies. However, no one-to-one correlation exists between

Official Microsoft Learning Products and MCP exams. Microsoft does not expect or

intend for the courses to be the sole preparation method for passing MCP exams.

Practical product knowledge and experience are also necessary to pass MCP exams.

To help prepare for MCP exams, use the preparation guides that are available for each

exam. Each Exam Preparation Guide contains exam-specific information, such as a list of

the topics on which you will be tested. These guides are available on the Microsoft

Learning Web site at http://www.microsoft.com/learning/.



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Introduction xi

Facilities



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xii Introduction

About This Clinic

This section provides you with a brief description of the clinic, objectives, and target

audience.

Description

Microsoft Exchange Server 2010 provides several new features, many of which are

designed to enhance the user experience with the messaging system. This session will

introduce some of the design principles that Microsoft used when designing the new

Exchange Server 2010 features. This session will also introduce the new Exchange

Server 2010 client access and compliance features.

The new Exchange Server 2010 features make it easier for administrators to manage and

maintain the messaging environment. The goal of this clinic is to describe new message

transport features, the new database and high availability options, and the new

administration tools and features. This clinic also provides an overview for upgrading

from previous Exchange Server versions to Exchange Server 2010.

Objectives

After completing this clinic, you will be able to:

Describe the Microsoft Exchange Server 2010 design priorities.

Describe the new Client Access features.

Describe the new Message Policy and Compliance features.

Describe the new Unified Messaging features.

Describe the Federated Sharing features.

Describe the new Exchange Server 2010 message transport features.

Describe the new Exchange Server 2010 Mailbox server features.



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Introduction xiii

Describe the new Exchange Server 2010 database availability and site resiliency

features.

Describe the new Exchange Server 2010 administration and management tool

features.

Describe the process for transitioning from a previous of Exchange Server version to

Exchange Server 2010.

Audience

The target audience for this clinic includes the following:

The primary audience for this clinic are IT Professional messaging administrators, and

messaging engineers who serve as technical decision-makers to evaluate new software,

and assess new software capabilities that:

Enable new business solutions.

Improve IT services. Improve IT operations.

These IT technical decision makers have at least three years experience working

with Exchange Server, and are familiar with Exchange Server 2003 or Exchange

Server 2007 administration, basic Exchange design concepts, and the Exchange Best

Practices Analyzer.



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xiv Introduction

Prerequisites

This clinic requires that you meet the following prerequisites:

Windows Server 2003 or 2008, including directory services.

The Windows XP operating system, or Windows Vista, and Microsoft Office

Outlook.

Windows-based mobile devices.

Asynchronous networking technologies including TCP/IP, messaging transports, and

remote access. Storage and Storage Area Networks (SANs), clustering, and load balancing.

Basic virtualization concepts (e.g. basic awareness of Microsoft Hyper-V) but are

not experienced with the details of Windows Server Hyper-V.

General IT operations concepts and procedures including service level management,

high availability and disaster recovery, and change management.

Understanding of IT security basics, including network authentication, access control,

encryption, edge security, malicious software and anti-virus/anti-spam concepts, as

well as basic messaging security concepts; however, students are not experts in

security or messaging security/privacy/compliance, and do not have more than a

cursory awareness of Microsoft Forefront Security for Exchange Server.



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Introduction xv

Familiarity with basic Exchange Management Shell/Windows PowerShell

capabilities, but they are not familiar with Windows PowerShell 2.0 that is used by

the Exchange Server 2010 Management Shell.

Familiarity with Exchange Server 2003 or Microsoft Exchange Server 2007.

Not familiar with Unified Communications technologies/solutions, and are not

familiar with synchronous communications technologies, VoIP, or voice and data

integration technologies.

Familiarity with basic concepts of cloud computing and hosted services, but not

familiarity with hosted Exchange services.



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xvi Introduction

Clinic Outline



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Session 1: Microsoft Exchange Server2010 Enhancing the User Experience

Table of Contents

Session Overview 1-1Section 1: Exchange Server 2010 Design Goals 1-2Section 2: Client Access Features 1-11Section 3: Message Policy and ComplianceFeatures 1-29Section 4: Unified Messaging Features 1-45Section 5: Federated Sharing Features 1-51



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The names of actual companies and products mentioned herein may be the trademarks of their respective

owners.

Version 1.2



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Session 1: Microsoft Exchange Server 2010 Enhancing the User Experience 1-1

Session Overview

Introduction

Microsoft Exchange Server 2010 provides several new features, many designed to

enhance the user messaging system experience. This session will introduce some of the

design principles that Microsoft used when designing the new features in Exchange

Server 2010. This session will also introduce the new Client Access and compliance

features in Exchange Server 2010.

After completing this session, you will be able to describe the Exchange Server 2010:

Design goals.

New Client Access features.

New messaging compliance features.

New Unified Messaging features.

Federated Sharing features.



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1-2 Session 1: Microsoft Exchange Server 2010 Enhancing the User Experience

Section 1: Exchange Server 2010 Design Goals

Exchange Server 2010 builds on many of the same concepts and options available in

Microsoft Exchange Server 2007. Exchange Server roles were introduced in Exchange

Server 2007, along with many new features for high availability, and client access.

Exchange Server 2010 continues to use the same server roles, but builds on these to

provide a better user experience with the messaging system.

After completing this section, you will be able to describe the Exchange Server 2010

roles. You will also be able to describe the three main design goals:

Improve flexibility and reliability.

Enhance Anywhere Access.

Maximize protection and compliance.



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Exchange Server 2010 Server Role Overview

Introduction

Exchange Server 2007 introduced the concept of server roles as a means to separate the

functions performed by Exchange Server. Each server role provides a specific set of tasks.

The server roles can be deployed on as few as two servers, or distributed across many

servers. These server roles are also part of Exchange Server 2010.

Hub Transport Server Role

This server role is responsible for message routing. The Hub Transport server performs

message categorization and routing, and handles all messages that pass through an

organization. You must configure one Hub Transport server in each Active Directory

site containing a Mailbox server, and the server running the Hub Transport server role

must be a member of an Active Directory Domain Services (AD DS).

Mailbox Server Role

The Mailbox server role is responsible for managing mailbox and public-folder databases.

Mailboxes and public folders reside on the Mailbox servers. Mailbox servers contain

mailbox and public folder databases, and provide several options for reliability and high

availability.

Important:In Exchange Server 2007, you cannot install a clustered Mailbox serverwith any other server role on the same computer. In Exchange Server 2010, youhave new options for deploying high availability for mailbox servers that enable youto deploy multiple roles on one server.



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Client Access Server Role

The Client Access server role enables connections from a variety of client protocols to

the Exchange Server mailboxes. You must assign at least one Client Access server in

each AD DS site that contains a Mailbox server. In Exchange Server 2010, all client

connections use the Client Access server role. In addition, the Client Access server role

also provides Web Services, the Availability service, and the Autodiscover service for

Microsoft Office Outlook 2007 or later, Exchange ActiveSync and Microsoft Office

Outlook Web Access for Exchange Server clients.

Note:In Exchange Server 2007, Messaging Application Programming Interface(MAPI)-based clients, such as Office Outlook 2007 or later, connect directly toMailbox servers. In Exchange Server 2010, all clients connect to the Client Accessserver.

Unified Messaging Server Role

The Unified Messaging server role provides the foundation of services that integrate

voice and fax messages into your organizations messaging infrastructure. The Unified

Messaging server provides access to voice messages and faxes.

Edge Transport Server Role

The Edge Transport server role is the Simple Mail Transport Protocol (SMTP) gateway

server between your organization and the Internet. To ensure security, you should deploy

the computer that runs the Edge Transport server role in a perimeter network, and you

should not install it on a member server of an internal Active Directory forest. An Edge

Transport server provides anti-spam control using a wide variety of spam detection

features and antivirus control (by using Microsoft Forefront Security for Exchange

Server or third-party software).

Important: You cannot combine the Edge Transport server role with any other roleon the same computer.



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Design Goal 1: Improved Flexibility and Reliability

Introduction

One of the Exchange Server 2010 design goals is to provide improved flexibility and

reliability in Exchange deployment.

Deployment Flexibility and Choice

Exchange Server 2010 offers the most flexible deployment options available, enabling

you to deliver powerful productivity tools to your users in a way that best fits your

business or technology needs.

Solution deployment. Choose from traditional on-premises deployment with

Exchange Server 2010, a Microsoft-hosted service with Exchange Online, or a

seamless mix of both. You can move functionality between the Exchange servers

without interrupting or changing your users experience.

Flexibility. Exchange Server 2010 adds support for a wider range of storage hardware

options. This enables you to select the storage solution that offers you the best return

on investment, with storage hardware options ranging from traditional storage area

networks (SANs) to low-cost, desktop-class, direct access storage (DAS).

Choice. Exchange Server 2010 includes some significant modifications to the

mailbox database schema and design, which enables up to a 70 percent reduction in

disk IOPS Input/Output per Second (IOPS) over Exchange Server 2007, and greater

resiliency against data corruption.



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Simplified High Availability and Disaster Recovery

Exchange Server 2010 introduces a simplified approach to high availability and disaster

recovery, helping you achieve new levels of reliability, while reducing the complexity of

delivering business continuity. In the following list, you will see how Exchange Server

accomplishes this:

Exchange Server 2007 introduced the concept of log shipping, or continuous

replication, to create copies of mailbox databases in more than one location.

Exchange Server 2010 continues to build on this technology to provide new options

for high availability.

With Exchange Server 2010, you can automate mailbox database replication and

failover with as few as two servers, or across geographically dispersed datacenters.

Because all Exchange Server roles except for the Edge Transport server role can be

installed on the mailbox server, you can provide full redundancy with as few as two

servers.

Exchange Server 2010 introduces the concept of online mailbox moves, which limitsuser disruption during mailbox moves between e-mail servers, and allows you to

perform migration and maintenance activities on your schedule, even during business

hours.

Exchange Server 2010 introduces shadow redundancy on the transport server roles,

which guards against lost e-mail due to Transport server failures.

Simplified Administration

Exchange Server 2010 provides new self-service capabilities aimed at enabling users to

perform common tasks without having to call the helpdesk. The list below describes the

new self-service capabilities in Exchange Server 2010:

The Exchange Control Panel allow users to update their contact information, track

delivery receipt information for their e-mail messages, and even manage their own

distribution groups without IT assistance.

Utilize the new Exchange Roles-based Access Control model to empower specialist

users to perform specific tasks, like giving compliance officers the ability to conduct

multi-mailbox searches, without requiring full administrative control.



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Design Goal 2: Enhancing Anywhere Access

Introduction

One of the most significant benefits of using Exchange Server as a messaging server is

the variety of clients that can be used to access user mailbox messages. Exchange Server

has supported many different messaging clients for several versions. For example,

Exchange Server 2007 provided internal access to e-mail Office Outlook as a MAPI

client); Web-based access (Outlook Web Access); secure access from the Internet for

Outlook clients (Outlook Anywhere Access); to e-mail on mobile devices (Exchange

ActiveSync); and automatic configuration for all of the clients (Autodiscover). ExchangeServer 2010 builds on this functionality from previous Exchange versions, and provides

an even better experience for messaging system users.

Provides Flexible Access and Greater Mobility

Exchange Server 2010 offers an enhanced universal Inbox experience, providing

your users access to all of their communications from a single location. Exchange

Server 2010 enhances the user experience by:

Offering users a premium Outlook experience across the desktop, Web, and mobile

device, including support for even more browsers, such as Apple Safari and Mozilla

Firefox. Unifying access to e-mail, voice mail, instant messaging, and text messages enabling

your users to pick the best way to communicate no matter what their location.

Adding native support for virtually every mobile device, including a premium

experience with Windows Mobile through Exchange ActiveSync.

Making it easier for your users to collaborate with each other and their business

partners.



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Eases Inbox Overload and Get More Done

Exchange Server 2010 adds new productivity features that help users organize and

prioritize more easily the communications in their Inboxes by:

Providing an enhanced conversation view that streamlines Inbox navigation by

automatically organizing message threads based on the natural conversation flow

between communicating parties.

Reducing Inbox clutter, extra steps, and helpdesk calls with MailTips, which inform

usersbefore they click sendabout message details that could lead to unnecessary

or undeliverable e-mail (e.g., being informed that the recipient is out of the office.)

Transforms Traditional Voice Mail

With Exchange Server 2010, users can receive their voice mail messages in their Inbox

with text transcription previews that:

Adds text transcription and enables your users to quickly triage voice mail messages

without having to play the audio file.

Offers users phone-based access in nearly 30 languages, to their entire Inbox,

including e-mail, Calendar, and Contacts, via Outlook Voice Access.

Gives users the power of a personalized voice mail auto attendant.

Allows users to create call-answering and routing rules for individuals or groups of

callers based on Call ID/contact information.



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Design Goal 3: Protection and Compliance

Introduction

Exchange Server 2010 delivers integrated information loss-prevention and compliance

tools aimed at helping you simplify the process of protecting your companys

communications and meeting regulatory requirements.

Achieves and Maintains Compliance

Exchange Server 2010 delivers new integrated compliance functionalityincluding

archiving, granular multi-mailbox search, and legal hold that is focused on easing

regulatory compliance and discovery. Exchange Server 2010 benefits include:

Eliminating unwieldy Outlook data files (personal store files or PSTs) through new

integrated personal archiving capabilities, without changing the user experience.

Simplifying e-mail classification with new centrally-definable Retention Policies that

can be applied to any individual e-mail messages or folders.

Empowering your human resources or compliance officers to execute targeted

searches by conducting cross-mailbox searches through an easy-to-use Web-based

interface, or through roles-based Access Control.



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Safeguards for Sensitive Information

Through centrally-managed and enforced information leakage prevention capabilities,

Exchange Server 2010 makes protecting your companys communications easier by:

Automating Rights Management permissions to e-mail messages, either in Office

Outlook or through Transport Rules, without disrupting your users normal workflow.

Protecting voice mail messages marked as private, and helping prevent playback by

unauthorized persons. For example, Exchange Server 2010 automatically applies

Rights Management policies to voice mails delivered by Exchange.

Simplifying legal discovery by optionally decrypting protected e-mail messages at

the server for purposes of clear text archival and retention.

Viewing and composing Rights Management-protected messages in Office Outlook,

Outlook Web Access, and on the mobile phone.

Offering easy-to-use one-click message encryption for Internet-bound

communications, for example, between business partners.



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Section 2: Client Access Features

Introduction

The Client Access server role in Exchange Server 2007 and Exchange Server 2010

accepts connections to your Exchange server from many different clients. Software

clients such as Microsoft Outlook Express and Eudora use POP3 or Internet Message

Access Protocol (IMAP4) connections to communicate with the Exchange server.

Hardware clients such as mobile phones use ActiveSync, POP3, or IMAP4 to

communicate with the Exchange Server. The Client Access server role is required in

every Exchange Server 2010 organization.

After completing this section, you will be able to:

Describe the Client Access server.

Describe remote procedure call (RPC) Client Access services.

Describe new features in Outlook Web Access.

Explore Outlook Web Access and MailTips.

Describe new features in Exchange ActiveSync for users.

Describe new administrative options for mobile clients.

Describe Exchange Control Panel. Explore the Exchange Control Panel.



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Client Access Server Overview

Introduction

The Client Access server role provides access to Exchange Server mailboxes for many

client types.

Outlook Web Access

Outlook Web Access (OWA) in Exchange Server 2010 lets you access your e-mail from

any Web browser. OWA is redesigned in Exchange Server 2010 to enhance the user

experience and productivity in many ways. There are two OWA versions included in

Exchange Server 2010: the full-featured Premium OWA client, and the new OWA Light

client. OWA Light is designed to optimize your OWA experience for slower connections.

Exchange ActiveSync

Exchange ActiveSync lets you synchronize data between your mobile phone and

Exchange Server 2010. You can synchronize e-mail, Contacts, Calendar information, and

Tasks. Devices that run Windows Mobile software, including Windows Mobile Pocket

for Pocket PC 2002, Windows Mobile 2003 software for Pocket PCs, Windows Mobile

5.0 and Windows Mobile 6, or later, are all supported.

If you use a device that has either Windows Mobile 5.0 with the Messaging Security and

Feature Pack (MSFP) installed or Windows Mobile 6, your mobile phone supports Direct

Push. Direct Push is a technology that is built into Exchange ActiveSync, and keeps a

mobile device continuously synchronized with an Exchange mailbox.

Exchange ActiveSync is licensed to other mobile devices manufacturers and is now

available on a large variety of mobile devices.



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POP3 and IMAP4

Besides supporting Messaging API (MAPI) and HTTP clients, Exchange Server 2010

supports POP3 and IMAP4 clients. By default, POP3 and IMAP4 are installed when you

install the Client Access server role. However, the services needed to support POP3 and

IMAP4 are disabled. To use POP3 and IMAP4, you must start the POP3 and IMAP4

services.

Autodiscover Service

Exchange Server 2010 includes a service named the Autodiscover service, that was

introduced in Exchange Server 2007. The Autodiscover service configures client

computers that are running Outlook 2007. The Autodiscover service can also configure

supported mobile devices. The Autodiscover service provides access to Microsoft

Exchange features for Outlook 2007 clients who are connected to your Exchange

messaging environment.

Exchange Web Services

Exchange Web Services enables client applications to communicate with the Exchange

server. Exchange Server 2010 uses Exchange Web Services to enable features such as the

Availability service and Offline Address Book download for Outlook 2007 or later clients.

Exchange Web Services can also be accessed programmatically. Exchange Web Services

provides access to much of the same data made available through Office Outlook.

Exchange Web Services clients can integrate Outlook data into line-of-business (LOB)

applications.

Exchange Web Services also enables MailTips, a service that provides feedback to users

before they send e-mail, alerting them that they are about to send a message that may

violate a message restriction. Examples are: messages with attachments that exceed the

maximum message limit; messages that cannot be delivered to other users because their

mailbox is full; messages sent to external recipients; and messages sent to users who are

currently out of the office. MailTips is available only with Microsoft Outlook 14 and

Outlook Web Access.



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RPC Client Access Services

Introduction

One the most significant architectural changes in Exchange Server 2010 is that the Client

Access server now supports all client connections, including MAPI client connections

from Outlook clients. In previous versions of Exchange Server, Outlook configured as

MAPI client, has always connected to the mailbox server directly rather than connecting

to a front-end or Client Access server. In Exchange Server 2010, all clients connect to the

Client Access server role, regardless of the client protocol used.

How RPC Client Access Services Works

This new feature is called RPC Client Access services. The change in architecture means

that the client communication with the mailbox server has changed, including the

following:

In Exchange Server 2010, when a MAPI client starts, it will connect to a Client

Access server. The client protocol has not changed, and it is still backwards-

compatible with older Outlook versions.

When the client connects to the Client Access server, the Client Access server uses a

MAPI RPC connection to communicate with the Mailbox server.

When the client such as an OWA client requests the Global Address List (GAL), the

Client Access Server role now provides a Name Service Provider Interface (NSPI)

service, and it will query the GAL on behalf of the client.



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RPC Client Access Services Benefits

RPC Client Access Services provides a number of benefits:

All clients now use the same mailbox access architecture.

For organizations that have deployed highly available mailbox servers, client

outages in situations where a mailbox database fails over to another server, have beenreduced. When a mailbox fails over to another server, the Client Access Server is

notified and the client connections will be redirected to the new server within seconds.

Mailboxes can now be moved from one Mailbox server to another, even while the

user is online and connected to the mailbox.

The new architecture supports more concurrent client connections to the mailbox

server.



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Integration with Microsoft Office Communicator. including presence, chat, and

a contact list. OWA now contains instant messaging integrated into the client.

Administrators can choose to connect this to Office Communications Server 2007 R2

(on-site) or the Live Messenger Service (hosted). A users contact list is shown in

OWA with colorful indicators to let the user know if their contact is available to chat

or not.

OWA text messages. Send and receive text (SMS) messages from OWA.

Multiple OWA mailbox policies. Create multiple OWA mailbox policies that

configure different OWA client access settings in Exchange Server 2010 OWA

mailbox policies. You can then assign the policies to user or groups in the

organization.

Shared contacts. View shared contacts so users can interact with others outside their

organization while they are away from their desks.

WebReady Document Viewing. This feature is also available in Exchange Server

2007 OWA, converts documents in Microsoft Office Word, Microsoft OfficePowerPoint, Microsoft Office Excel, and portable document format (PDF) into

HTML so they can be viewed in a Web browser. This means that if a user is on a

kiosk that does not have Microsoft Office or Adobe Acrobat installed, he or she can

still see the document. Also, the original document does not have to be downloaded,

so the user does not leave behind sensitive information after logging off a shared

computer.



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Demonstration: Exploring Outlook Web Access and MailTips

In this demonstration, you will see some of the new OWA features, including MailTips.

Key Points

The key points in this demonstration are that:

OWA in Exchange Server 2010 has several new features. One of the new features in Exchange Server 2010 is MailTips.

Task 1: Exploring the OWA Features1. On SEA-EX1, click Start, point to All Programs, and then click Internet Explorer.2. In the address field, type https://SEA-EX1.Contoso.com/owa, and then press

ENTER.

3. Log on to OWA as Contoso\Gretchenusing the password Pa$$w0rd.4. In the center pane of the OWA window, click the message. In the right pane, you can

see all of the messages in the current conversation.

5. Click the Deleteicon. In the Deletedialog box, click OK. Verify that the entireconversation is deleted.

6. Close Internet Explorer.7. On SEA-EX1, click Start, point to All Programs, and then click Internet Explorer.8. In the address field, type https://SEA-EX1.Contoso.com/owa, and then press

ENTER.

9. Log on to OWA as Contoso\Kellyusing the password Pa$$w0rd.



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10. In the Outlook Web Accesswindow, click Calendar.

11.Click the shared calendar icon in the top menu bar, and then click Open a Shared

Calendar.

12. In the Namefield, type Gretchen, and then click OKtwice.

13.Click Work Week.

14.Close Internet Explorer.

15.On SEA-EX1, click Start, click All Programs, click Microsoft Exchange Server

2010, and then click Exchange Management Console.

16.Expand Microsoft Exchange On-Premises, expand Organization Configuration,

and then click Client Access. Verify that the Defaultpolicy is listed in the Details

pane.

17. In the Actionspane, click New Outlook Web Access Mailbox Policy.

18. In the New Outlook Web Access Mailbox Policypage, type Research Policyas the

policy name.

19. In the list of features, click ChangePassword, and then click Disable.

20.Click New, and then click Finish.

21.Right-click Research Policy, and then click Properties.

22.On the Public Computer File Accesstab, clear all the check boxes.

23.On the Private Computer File Accesstab, clear all the check boxes, and then

click OK.

24. In the left pane, expand Recipient Configuration, click Mailbox.

25. In the Mailboxlist, double-click Kelly Blue.

26.On the Mailbox Featurestab, click Outlook Web Access, and then click Properties.

27.Select the Outlook Web Access mailbox policycheck box, and then click Browse.

28.Click Research Policy, and click OKthree times.

29.Click Start, point to All Programs, and then click Internet Explorer.

30. In the address field, type https://SEA-EX1.Contoso.com/owa, and then press

ENTER.31.Log on to OWA as Contoso\Kellyusing the password Pa$$w0rd.

32.On the Outlook Web Accesspage, click Options.

33. If prompted for authentication, log on as Contoso\Kellyusing the password

Pa$$w0rd.

34. In the left pane, click Settings, and then click Password. Close Internet Explorer.



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Task 2: Exploring MailTips1. On SEA-EX1, click Start, point to All Programs, point to Microsoft Exchange

Server 2010, and then click Exchange Management Shell (Local PowerShell).

2. At the PSprompt, type Get-OrganizationConfig, and then press ENTER.

3. At the PSprompt, type Set-OrganizationConfig MailTipsExternalRecipientsTipsEnabled $False, and then press ENTER.

4. Type Get-OrganizationConfig, and then press ENTER. Verify that the external

recipient tips setting is updated.

5. At the PSprompt, type Set-DistributionGroup Marketing MailTip The

marketing team will be at a conference next week., and then press ENTER.

6. At the PSprompt, type Get-DistributionGroup Marketing | FL MailTip*and

then press ENTER. Verify that the custom MailTip is configured.



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Enhanced Features in Exchange ActiveSync for Users

Introduction

Like Exchange Server 2007, Exchange Server 2010 offers a fast and reliable e-mail

experience using Exchange ActiveSync (Direct Push) technology. Mobile devices that

incorporate Exchange ActiveSync maintain a connection with the Exchange server, and

receive any new or updated e-mail, Calendar items, Contacts, or Tasks, as soon as they

arrive on the server. This push method optimizes bandwidth usage while keeping

information up-to-date.

Exchange ActiveSync Enhancements

Exchange ActiveSync has been enhanced to include:

Nickname Cache. By storing the e-mail addresses of recent recipients, the Nickname

Cache helps users address e-mail more quickly, by providing a suggested name list as

a new address is typed. This automatically-populated list narrows itself as the user

types more letters of the recipients name.

Mobile Reply/Forward Status. Mobile users are now able to view reply/forward

status in Exchange Server 2010, just like Outlook and OWA users. This feature

allows users to see which messages they have already replied to or forwarded, even if

this occurred on a different machine or device. HTML Messages Support. Exchange Server 2010 supports rich HTML mail for

mobile devices. Tables, fonts, formatting, emphasis, and images are rendered on the

mobile device. Users can control whether they want HTML or plain text messages.



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Unified Messaging Support. The unified Inbox provided by Exchange Unified

Messaging is available from mobile devices. Missed call notifications, voice mails,

and fax messages, are all synchronized to the users inbox along with regular e-mail.

Voice mails can be played via a mobile devices built-in media player, eliminating

the need for the user to dial in to the voice mail system.

Mobile Calendaring Enhancements and Out-Of-Office. Calendaring improvements

in Exchange Server 2010 enable a more complete Outlook experience on a mobile

device. Users can forward, reply, or reply all to a meeting request. Meeting

organizers can view attendee status from the device so they can see who is attending

their next meeting while en route.



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Administrative Options for Mobile Clients

Introduction

Mobile clients can complicate the management of messaging clients because the mobile

devices cannot be managed as domain members, and mobile devices are more likely to be

lost or stolen. Exchange Server 2010 provides several tools for managing devices.

Exchange ActiveSync Security Policies

In Exchange Server 2007 as well as in Exchange Server 2010, security policies allow

administrators to enforce mobile device policies that protect their organizations data on a

per-user or group bases. Some sample options in the policies include:

Requires users to enter a personal identification number (PIN) to access their devices.

Deletes all data from a device after a specified number of failed PIN entries.

Requires local data encryption.

Disallows attachment downloading.

Disables Bluetooth, WiFi, and infrared.

Prohibits camera phones and removable storage use.

Rich reporting capabilities allow administrators to: identify which devices have

connected with Exchange Server, view device usage statistics, and monitor errors.

Self-service device-wipe and device password reset. Exchange Server 2007 enabled

administrators to remotely wipe a device of all data if it is lost or stolen. Exchange

Server 2007 also provides users the ability to remote-wipe a device from OWA,

allowing greater device security with less helpdesk cost.

These features are also provided in Exchange Server 2010. In addition, users can also

recover their mobile device passwords through the Options page in OWA.



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Exchange Control P

Documents

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