Module 1 (Self-Study):

Installing and Upgrading to

Exchange Server 2003
Overview

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
Review Questions: Installing and Upgrading to
Exchange Server 2003
Video
Lesson: Installing Exchange Server 2003

Hardware and System Requirements for

Exchange Server 2003
Environment Requirements Checklist for
Exchange Server 2003
Demonstration: How to Run ForestPrep and DomainPrep
Components That Can Be Configured During Setup
Demonstration: How to Install Exchange Server 2003
What Is an Unattended Installation?
How to Perform an Unattended Installation of
Exchange Server 2003
How to Verify That Installation of Exchange Server 2003
Was Successful
Hardware and System Requirements for
Exchange Server 2003

Minimum Recommended
Intel Pentium or compatible
Intel Pentium or compatible 233 1.6 GHz
Processor
MHz
Multiple processors
Memory 256 MB recommended min 3 to 4 GB of physical RAM
500 MB for Exchange
200 MB on the system drive Additional disk drives to
Storage accommodate database and
Disk partitions formatted NTFS transaction log files
CD-ROM drive
Windows Server 2003,
Operating Windows 2000 SP3 or later
Enterprise Edition
System Windows Server 2003 family
Environment Requirements Checklist for
Exchange Server 2003

Make sure Active Directory and DNS are installed and configured
Get appropriate Active Directory permissions
Be a member of an Active Directory domain
Make sure that computers in the same Exchange organization are also in
the same Active Directory forest
Install Exchange 2003 before upgrading to Windows Server 2003 family
Run Windows 2000 SP3 or later or Windows Server 2003 family
Run ForestPrep once
Designate an Exchange Full Administrator account
Create an Exchange administrative group structure before installing
Exchange
Run DomainPrep to prepare your domains for Exchange
Install and configure the appropriate services
Multimedia: How to Run ForestPrep and DomainPrep

The Student Materials compact disc

includes two presentations that
demonstrate how to run ForestPrep
and DomainPrep
Components That Can Be Configured During
Setup

Microsoft Exchange Messaging and Collaboration Services

Microsoft Exchange Connector for Lotus Notes
Microsoft Exchange Connector for Novell GroupWise
Microsoft Exchange Calendar Connector
Microsoft Exchange System Management Tools
Microsoft Exchange 5.5 Administrator

configure

Administrator Server
Multimedia: How to Install Exchange Server
2003

The Student Materials compact disc

includes a presentation that
demonstrates how to install Exchange
Server 2003
What Is an Unattended Installation?

Unattended An installation of Exchange 2003 that proceeds

installation and completes without any prompting from a user

install
install

Use it when you:

install
Install additional
Exchange Server 2003 Exchange 2003 computers
Setup CD plus .ini file Install Exchange 2003
System Management Tools
Run DomainPrep
How to Perform an Unattended Installation of
Exchange Server 2003

1 Create initialization file

.ini

Administrator
3 Exchange is installed on
designated computers

Install
Install

.ini .ini

Install

2 Run Setup using the .ini file

 How to Verify That Installation of Exchange Server
2003 Was Successful

1 Test Active Directory Users and Computers

2 Send a test message
3 Test Exchange System Manager
4 Use these utilities to troubleshoot, if required:
Services MMC
Exchange
Event Viewer and the setup log file
Server
Windows Explorer 2003

Administrator
Review Questions: Installing Exchange Server 2003

Review the scenarios, and use the

Exchange Server 2003 JDP
Technical Reference Guide job aid
to determine possible solutions
Lesson: Installing Exchange Server 2003 in a
Clustered Environment

Multimedia: How Exchange Server 2003 Uses Windows

Clustering
Hardware Requirements Checklist for an
Exchange Server 2003 Cluster
Types of Exchange 2003 Cluster Configurations
Recommended Exchange Server 2003 Cluster
Configuration
Considerations for Using Clusters
How Failover Occurs on an Active/Active Cluster vs. an
Active/Passive Cluster
Permissions Required to Install and Configure an
Exchange Virtual Server
Demonstration: How to Install Exchange Server 2003 in
a Clustered Environment
Multimedia: How Exchange Server 2003 Uses
Windows Clustering

This presentation shows how

Exchange Server 2003 can use
Windows Clustering to improve fault
tolerance for your Exchange
hardware
Hardware Requirements Checklist for an
Exchange Server 2003 Cluster

To use a cluster, you must Node 1

have:
Two or more nodes
Drives in each node from C:
Network
which operating system starts Local Disk Adapter
A separate mass-storage
controller for shared disk
A shared disk Disk
Two network adapters in each Shared Disk
node
Node 2

C:
Local Disk
Types of Exchange Server 2003 Cluster
Configurations

Active/Active Configuration

Active/Passive Configuration
EVS EVS

EVS
Recommended Exchange Server 2003 Cluster
Configuration

Active/Passive Configuration

EVS

Active/passive configurations:
EVS
Scale as well as stand-alone
Exchange servers
Are more reliable
Have better failover performance
Will support clusters with up to
eight nodes
EVS
Considerations for Using Clusters

In active/passive clusters, Exchange Virtual Servers

must equal one less than the number of nodes
Exchange 2003 is limited to four storage groups per
server, which can create problems with the
active/active configuration
For both cluster types, proactively monitor virtual
memory performance
 How Failover Occurs on an Active/Active Cluster vs.
an Active/Passive Cluster

Active/passive
Active/active configuration
configuration Node A Preference List
Resource
GroupB
Node
When
TheOne
When The
When
orone
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cluster
the more
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the
servicenodes
is node
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restored
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the
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takesExchange
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the
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the Disk Resource
moves
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EVS
EVS the
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andis failed
active EVS
backback
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continues EVSsto
to System Attendant
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while passive
one ornode
more on the
nodes Public IP Address
service
list.remainclient
The passive computers
node
passive. Network Network Name
starts servicing client
computers
Private
Network

Client
EVS

Node B
 Permissions Required to Install and Configure an
Exchange Virtual Server

You must To do this

Be a member of the local
Install Exchange
administrators group on each node
Have Exchange Full Administrator Create the first Exchange Virtual
permissions at the organizational
level Server in the organization

Have Exchange Full Administrator Create additional Exchange Virtual

permissions at the administrative Servers, or modify or delete an
group level for the administrative
group that contains the Exchange Exchange Virtual Server in an
Virtual Server administrative group

Permissions
Multimedia: How to Install Exchange Server 2003 in a
Clustered Environment

The Student Materials compact disc

contains a presentation that
demonstrates how to install
Exchange Server 2003 in a clustered
environment
Practice: Installing Exchange Server 2003 in a
Clustered Environment

Review the scenarios and determine

possible solutions
Lesson: Using Exchange Management Tools and
Utilities

Management Tools and Utilities for Administering

Exchange
Platforms from Which You Can Administer Exchange
Permissions Required to Access Objects in Exchange
System Manager
Practice: Choosing Exchange Management Tools and
Utilities
Management Tools and Utilities for Administering
Exchange

Exchange System Manager

Active Directory Users and Computers
Cluster Administrator
ADSI Edit
LDP utility
Active Directory Schema snap-in
IIS snap-in
DNS snap-in
Platforms from Which You Can Administer Exchange

Platforms: To use Windows XP:

Windows 2000 Server SP3
Windows 2000 Professional
SP3
Windows Server 2003 family
Windows XP SP1
The computer must belong to
a domain in the Active
Directory forest where the
Exchange Servers exist
Must be running SP1 or later
The Windows Server 2003
Administration Tools Pack
must be installed
The SMTP service must be
installed
 Permissions Required to Access Objects in Exchange
System Manager

Permission What you can do Delegate this role to

Exchange Full Fully administer Exchange Administrators who must

system information and configure and control access
Administrator modify permissions to your e-mail system

Exchange Fully administer Exchange Users or groups responsible

system information but not for the day-to-day
Administrator modify permissions administration of Exchange
Exchange View Administrators who need to
View Exchange configuration
Only view organization information
information
Administrator but not modify it

Permissions
Practice: Choosing Exchange Management Tools and
Utilities

1 Read the scenarios

2 Choose which tool or utility you
would use to accomplish each task
Lesson: Upgrading from Exchange 2000 Server to
Exchange Server 2003

The Differences Between Exchange 2000 Server and

Exchange Server 2003
Requirements Checklist for Upgrading to
Exchange Server 2003
Demonstration: How to Upgrade from Exchange 2000
Server to Exchange Server 2003
The Differences Between Exchange 2000 Server and
Exchange Server 2003

New in 2003: Removed since 2000:

Improved client access Support for real-time
Improved security collaboration features
Improved management Support for MS Mail and
Lotus cc:Mail connectors
New deployment and
upgrade utilities Drive M mapping
Improved ADC utilities Key Management Service
New pfMigrate utility
Exchange
Server 2003
Requirements Checklist for Upgrading to
Exchange Server 2003

Make sure that you:

Are logged on with appropriate permissions

Ensure that Setup can contact a domain controller running
Windows 2000 SP3 or later or Windows Server 2003 family
Upgrade all front-end servers in an administrative group first
Disable any unnecessary services after Setup completes
Upgrade all Active Directory Connectors to the version provided
with Exchange Server 2003
Remove MMIS Exchange Event Sink
Remove Instant Messaging, Chat, Key Management Service,
and MS Mail or Lotus cc:Mail connectors
Upgrade third-party applications to support Exchange 2003