Exchange 2013

Microsoft Exchange 2013

Microsoft Exchange is an email server. It is one of the email systems that Retain can connect to. It is helpful to have an Exchange server handy for testing. Microsoft is pushing people toward Office 365 but it is safe to say people will continue to use Exchange for 5-20 years. For the lab environment we are not going to give Exchange quite as many resources as it might want. 8GB of RAM and 2 cores would be good enough. Giving it less than that and it really starts to drag.

Give it two drives: OS and Data.

• OS: 60-80GB
• Data: 60GB

The OS drive needs a lot of room mainly for logs. Exchange keeps lots of logs now, but doesn't give you much in the way of tools for managing them. [1] The best you can do is provide plenty of room to store them.

You'll need to follow these directions to move the Exchange database if you didn't set it up correctly the first time. [2]

Installing Microsoft Exchange 2013

You need to install Exchange 2013 on a Microsoft Windows Server 2012 R2 system.

Make sure your server has the name that you want, Exchange does not like having it changed once it is set up.

The most important tool to have handy is the Exchange Server Deployment Assistant. This provides a great checklist of things you must do to successfully deploy an Exchange server.

We will want an On-premise, new install, with both Mailbox and CAS roles on board. We will NOT be using disjoint namespaces. We will NOT be using Unified Messaging (but it will install it anyway). We will NOT be using an Edge server.

Save that checklist.

Make sure to do the prerequisites!

Open PowerShell and execute the commands

Install-WindowsFeature RSAT-ADDS

and

Install-WindowsFeature AS-HTTP-Activation, Desktop-Experience, NET-Framework-45-Features, 
RPC-over-HTTP-proxy, RSAT-Clustering, RSAT-Clustering-CmdInterface, RSAT-Clustering-Mgmt, 
RSAT-Clustering-PowerShell, Web-Mgmt-Console, WAS-Process-Model, Web-Asp-Net45, Web-Basic-Auth, 
Web-Client-Auth, Web-Digest-Auth, Web-Dir-Browsing, Web-Dyn-Compression, Web-Http-Errors, 
Web-Http-Logging, Web-Http-Redirect, Web-Http-Tracing, Web-ISAPI-Ext, Web-ISAPI-Filter, 
Web-Lgcy-Mgmt-Console, Web-Metabase, Web-Mgmt-Console, Web-Mgmt-Service, Web-Net-Ext45, 
Web-Request-Monitor, Web-Server, Web-Stat-Compression, Web-Static-Content, Web-Windows-Auth, 
Web-WMI, Windows-Identity-Foundation

Prerequisite installs

Note: .NET Framework 4.5 and Windows Management Framework 3.0 are included with Windows Server 2012 and don't need to be installed separately. .NET Framework 4.5 and Windows Management Framework 4.0 are included with Windows Server 2012 R2 and don't need to be installed separately. Just add the role/feature in Server Manager.

• Download and install the Unified Communications Managed API 4.9 Runtime [3]

• The Microsoft Office 2010 Filter Packs [4]

• Filter Packs SP1 [5]

• Filter Packs SP2 [6]

Preparing AD

First you need to extend the schema. Open a command prompt in administrator mode, go to the directory you downloaded exchange into and run

Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms

Now you have to prepare Active Directory this can be done right after the previous command.

Setup.exe /PrepareAD /OrganizationName:"<organization name>" /IAcceptExchangeServerLicenseTerms

Now you have to prepare your AD domains and in the case of a lab you want to do all of them.

Setup.exe /PrepareAllDomains /IAcceptExchangeServerLicenseTerms

Install Exchange

Now we can start installing Exchange:

• From File Explorer you can run Setup.exe as administrator (right-click and choose Run as administrator)

• It will ask you about downloading updates which is a good idea.

• There will be more screens but defaults will be sufficient.

• When it comes to Server Role Selection you want to choose Mailbox role and Client Access role (Client Access will appear to be greyed out but you can select it.)

• Take the default location or if you have two disks set it for the Data disk.

• Turn off Malware detection.

• Then it will check for the prerequisites. Warnings are okay, because this will be the first exchange server and as long as there are no errors you are good to go.

• Then it will take about a hour to install and prepare all the software.

• Finally, you will have to reboot.

Post-install steps

There are a number of post-install tasks that need to be completed before your Exchange Server is fully functional.

You can log into the Exchange Admin Center (EAC) by browsing to https://[serverName|IP address]/ecp Remember to log in with your AD forest domain name\user name

You can use the Outlook Web App(OWA) to send and receive mail https://[serverName|IP address]/owa Remember to log in with your AD forest domain name\user name

Instructions for installing the Outlook Retain Plugin

Send Connector

You will need to create a Send Connector so the mail can flow.

First you need to create a send connector.

• Go to EAC/Mail Flow/Send Connector.

• Click the plus sign to create a new connector, a dialog box will appear, for the lab an internal connector will be enough. Route it through a smart host.
• I name mine intranetMailSendConnector, not terribly original but it is straightforward.
• Now add the host, which is the Active Directory domain you created before.
• No need for authentication, at this time.
• Add your AD domain as an SMTP host.
• Add your domain as a transport server.
• Click finish.

Accepted Domain

The Deployment assistant talks about creating a new one but since Exchange already has the current domain, you can skip this step in the assistant. However, many organizations have multiple domains. One place to add them is Active Directory Domains and Trusts, and this is another place. Next configure an accepted domain.

• In the EAC goto Mail flow/Accepted domains.
• Click the Plus sign.
• Give it a name.
• Give it a domain
• Choose the checkbox that makes the most sense, usually Internal relay domain. The first domain would be the Authoritative domain.