Difference between revisions of "Exchange Installation"
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| + | Exchange is the email server from Microsoft. | ||
| + | |||
| + | ==Overview== | ||
| + | In simple terms Microsoft Exchange [http://en.wikipedia.org/wiki/Microsoft_Exchange_Server] is a email and message platform for organizations. Exchange manages the mailbox database(s) and connects to Active Directory [http://en.wikipedia.org/wiki/Active_Directory] for authentication and rights management. | ||
| + | |||
| + | Exchange can be hosted on-premise or in the cloud using Office365 [http://en.wikipedia.org/wiki/Office_365] which Retain can also connect to. | ||
| + | |||
| + | ==Required Exchange Server Roles== | ||
| + | Exchange is one point in a cluster of servers for a functioning Microsoft network. [https://www.microsoft.com/en-us/download/details.aspx?id=39102] | ||
| + | |||
| + | There are only a few functions that are critical for our purposes: | ||
| + | *DNS (Domain Name Server) | ||
| + | *AD DS (Active Directory Directory Services) | ||
| + | *CAS (Client Access Server) | ||
| + | *Exchange Mailbox Server | ||
| + | |||
| + | In the lab these functions might all be on one server, in a large organization they would be spread across multiple servers. MS has guidance on sizing Exchange servers [http://blogs.technet.com/b/exchange/archive/2013/05/06/ask-the-perf-guy-sizing-exchange-2013-deployments.aspx] And how to use their Preferred Architecture. [http://blogs.technet.com/b/exchange/archive/2014/04/21/the-preferred-architecture.aspx] | ||
| + | |||
| + | ===DNS=== | ||
| + | The DNS server resolves the domain name and IP addresses within the network and all these functions need to point to the same one to work correctly. | ||
| + | |||
| + | If there are multiple DNS then they need to be configured with the correct information. [http://support.gwava.com/kb/?View=entry&EntryID=2233] | ||
| + | |||
| + | One of the more common failure modes is that not all the servers are pointed to the same DNS. | ||
| + | |||
| + | ===AD DS=== | ||
| + | Active Directory Directory Services is how organizations organize domains, sites, computers, users and more. This is where the user Retain uses for access is created and resides. AD is where rights are assigned and maintained. | ||
| + | |||
| + | Retain logs into AD using SCP, EWS, autodiscover or LDAP. | ||
| + | |||
| + | One of the more common failures is that the Retain user's account has expired. | ||
| + | How to check the status of the Exchange Impersonation User [http://support.gwava.com/kb/?View=entry&EntryID=2362] | ||
| + | |||
| + | ===CAS=== | ||
| + | The Client Access Servers [http://technet.microsoft.com/en-us/library/dd298114%28v=exchg.150%29.aspx] | ||
| + | |||
| + | They are the front door of the network. They authenticate and route users to the correct database. When the Retain user logs into it is into the CAS, using Basic Authentication which needs to be enabled in IIS on the CAS server(s). | ||
| + | |||
| + | One of the most common failure modes is that Basic Authentication is not set up on the CAS for both EWS and autodiscover. | ||
| + | |||
| + | ===Exchange Mailbox Server=== | ||
| + | This is the server where the mailbox database we are accessing resides. As long as the Global Catalog User aka Retain Impersonation User has Application Impersonation rights to the directory it should be able to get to the data. | ||
| + | |||
| + | The main issue is setting policies for best performance: | ||
| + | *Retain and Exchange Server 2010 Throttling Policies [http://support.gwava.com/kb/?View=entry&EntryID=2021] | ||
| + | *Large Attachments and/or Messages Cannot Be Archived [http://support.gwava.com/kb/?View=entry&EntryID=2089] | ||
| + | |||
==Exchange for the Lab Environment== | ==Exchange for the Lab Environment== | ||
| Line 4: | Line 51: | ||
[[Exchange 2013|Installing Exchange 2013 for Retain]] | [[Exchange 2013|Installing Exchange 2013 for Retain]] | ||
| + | |||
| + | [[Creating CAS|Installing Standalone CAS for Exchange 2013]] | ||
==Retain install== | ==Retain install== | ||
| − | [[ | + | [[Retain Exchange Install]] Full install from scratch. |
| − | [[Retain | + | [[Retain Exchange]] Module setup information |
| − | == | + | ==Retain Outlook Plugins== |
| − | [ | + | Prerequisites: |
| + | *The workstation will need to be connected to the domain. [http://windows.microsoft.com/en-us/windows-8/connect-microsoft-domain-account] | ||
| + | *Outlook will need to be installed and connected to Exchange. | ||
| − | [[ | + | Troubleshooting: |
| + | *Enabling Outlook logging [https://support.office.com/en-ie/article/What-is-the-Enable-logging-troubleshooting-option-0fdc446d-d1d4-42c7-bd73-74ffd4034af5] | ||
| + | *Starting Outlook in Safe Mode [https://support.office.com/en-za/article/I-can-t-start-Microsoft-Outlook-2010-or-2013-or-receive-the-error-%E2%80%9CCannot-start-Microsoft-Office-Outlook-Cannot-open-the-Outlook-Window%E2%80%9D-d1f69da6-b333-4650-97bf-4d77bd7abb85] | ||
| + | |||
| + | [[Retain Outlook Web Access 2013 Plugin]] these instructions actually work. | ||
| + | |||
| + | [[Retain Outlook 2013 Plugin]] Retain 3.4 and Outlook 2013 client. | ||
| + | |||
| + | ==Troubleshooting== | ||
| − | [[ | + | [[Troubleshooting Exchange]] |
Latest revision as of 15:33, 12 June 2018
Exchange is the email server from Microsoft.
Contents |
[edit] Overview
In simple terms Microsoft Exchange [1] is a email and message platform for organizations. Exchange manages the mailbox database(s) and connects to Active Directory [2] for authentication and rights management.
Exchange can be hosted on-premise or in the cloud using Office365 [3] which Retain can also connect to.
[edit] Required Exchange Server Roles
Exchange is one point in a cluster of servers for a functioning Microsoft network. [4]
There are only a few functions that are critical for our purposes:
- DNS (Domain Name Server)
- AD DS (Active Directory Directory Services)
- CAS (Client Access Server)
- Exchange Mailbox Server
In the lab these functions might all be on one server, in a large organization they would be spread across multiple servers. MS has guidance on sizing Exchange servers [5] And how to use their Preferred Architecture. [6]
[edit] DNS
The DNS server resolves the domain name and IP addresses within the network and all these functions need to point to the same one to work correctly.
If there are multiple DNS then they need to be configured with the correct information. [7]
One of the more common failure modes is that not all the servers are pointed to the same DNS.
[edit] AD DS
Active Directory Directory Services is how organizations organize domains, sites, computers, users and more. This is where the user Retain uses for access is created and resides. AD is where rights are assigned and maintained.
Retain logs into AD using SCP, EWS, autodiscover or LDAP.
One of the more common failures is that the Retain user's account has expired. How to check the status of the Exchange Impersonation User [8]
[edit] CAS
The Client Access Servers [9]
They are the front door of the network. They authenticate and route users to the correct database. When the Retain user logs into it is into the CAS, using Basic Authentication which needs to be enabled in IIS on the CAS server(s).
One of the most common failure modes is that Basic Authentication is not set up on the CAS for both EWS and autodiscover.
[edit] Exchange Mailbox Server
This is the server where the mailbox database we are accessing resides. As long as the Global Catalog User aka Retain Impersonation User has Application Impersonation rights to the directory it should be able to get to the data.
The main issue is setting policies for best performance:
- Retain and Exchange Server 2010 Throttling Policies [10]
- Large Attachments and/or Messages Cannot Be Archived [11]
[edit] Exchange for the Lab Environment
Installing Windows Server 2012 R2
Installing Exchange 2013 for Retain
Installing Standalone CAS for Exchange 2013
[edit] Retain install
Retain Exchange Install Full install from scratch.
Retain Exchange Module setup information
[edit] Retain Outlook Plugins
Prerequisites:
- The workstation will need to be connected to the domain. [12]
- Outlook will need to be installed and connected to Exchange.
Troubleshooting:
Retain Outlook Web Access 2013 Plugin these instructions actually work.
Retain Outlook 2013 Plugin Retain 3.4 and Outlook 2013 client.
