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5053/5054: Designing a Messaging Infrastructure & High Availability Messaging Solution Using Microsoft Exchange Server 2007

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Introduction:

This five-day instructor-led course provides students with the knowledge and skills to design a messaging infrastructure and a high availability messaging solution using Microsoft Exchange Server 2007. Students will learn to assess an existing infrastructure and determine technical and business requirements for both new Microsoft Exchange Server 2007 deployments, and migrations. Students will create a design that addresses security, architecture, scalability, co-existence, and client access needs. They will also learn strategies for gaining approval for designs from stakeholders.

Students will also create a high availability design to meet service level agreement requirements and learn strategies for gaining approval for the design. They will learn how to identify risks and create mitigation plans to maintain the business continuity of the messaging system. Students will learn how to design a backup strategy, disaster recovery procedures, and test plans for those procedures.

Audience:

This course is intended for people with 3 or more years experience working with previous versions of Exchange Server and experience implementing Exchange Server 2007. Most students will have managed enterprise-level Exchange Server organizations. Students are expected to be new to participating in designing Exchange Server 2007 deployments and high availability solutions, or be planning to design Exchange Server 2007 deployments and high availability solutions in the near future. Students may have done some design for Exchange 2000 Server or Exchange Server 2003 deployments, but want to learn how to design Exchange Server 2007 environments. Students will also have experience in designing and managing Active Directory directory services and network infrastructure deployments. Students may have experience in designing and managing high availability solutions for other network services.

At Course Completion:

After completing this course, students will be able to:

  • Gather business and technical requirements for a messaging infrastructure.
  • Design an Active Directory directory service and message routing infrastructure.
  • Design the hardware and system configuration for Exchange servers.
  • Design security for the messaging environment.
  • Design strategies for co-existence and interoperability.
  • Design a strategy for upgrading to Exchange Server 2007.
  • Design messaging policies.
  • Obtain approval for a messaging infrastructure design.
  • Describe foundational high availability concepts for messaging.
  • Evaluate high availability messaging technologies for Exchange Server 2007
  • Create a high availability messaging strategy.
  • Design the messaging portion of a business continuity plan.
  • Design backup for a high availability messaging environment.
  • Ensure recovery readiness of a high availability messaging environment.

Prerequisites:

Before attending this course, students must have:

  • Must understand hardware concepts. For example, what RAID is, what a SAN is, processor options, memory requirements, how disk I/O functions and the limitations of disk I/O, and storage options for Exchange server. The differences in addressable memory spaces between 32 and 64 bit architectures.
  • Must have extensive detailed knowledge of Active Directory concepts and design principles. For example, site replication, integrated authentication, schema extension, DNS, group and organization unit structure and inheritance, etc.
  • Working experience with designing and implementing Active Directory in Windows Server 2003.
  • Must understand Exchange architecture. For example, the purpose of server roles, functions of specific server roles, how message routing and queuing works in Exchange, standard messaging protocols (SMTP, IMAP4, POP3), how Exchange replicates data stores, client access methods, etc.
  • Working experience with Exchange 2000 Server or Exchange Server 2003 and Exchange Server 2007. For example, must have installed, maintained, and supported a production Exchange environment.
  • Must have a basic understanding of high availability concepts. For example, how clustering works at the operating system level (Windows clustering) and how network load balancing works.
  • Must have a basic familiarity with deriving business requirements. For example, gathering business requirements and understanding that business needs come from a variety of sources (direct personnel needs, regulatory, business operations requirements).
  • Must have a basic understanding of backup systems. For example, types of backups (disk to tape, disk to disk, Storage Area Networks (SAN) snapshot, imaging, etc.), backup rotation schemes, and offsite backup procedures.
  • Must already know how to use:
  • Microsoft Exchange Server 2007 Management tools
  • Exchange Best Practice Analyzer (ExBPA)
  • WinNT backup (ntbackup.exe)
  • Microsoft Visio or Microsoft Office PowerPoint 2003 (to create infrastructure diagrams)
  • Must have familiarity and experience with a Windows scripting or command line scripting

Student Materials:

The course materials are yours to keep. The student kit includes a comprehensive workbook and other necessary materials for this class.

 

Course Outline:

Module 1: Gathering Requirements for a Messaging Infrastructure

This module explains how to gather business and technical requirements for a messaging system.

Lessons

  • Gathering Business Requirements
  • Identifying Additional Requirements
  • Analyzing the Current Messaging Environment
  • Creating a Requirements Document

Lab: Gathering Requirements for a Messaging Infrastructure

  • Exercise 1: Evaluating an Existing Messaging Infrastructure
  • Exercise 2: Gathering Business Requirements
  • Exercise 3: Creating a Requirements Document
  • Exercise 4: Discussion: Real-World Best Practices for Setting Budget Expectations

After completing this module, students will be able to:

  • Gather business requirements for a Microsoft Exchange Server 2007 deployment.
  • Identify project stakeholders and nonbusiness requirements.
  • Analyze the current messaging environment.
  • Create a requirements document.

Module 2: Designing Active Directory and Message Routing

This module explains how to design an Active Directory and message routing infrastructure.

Lessons

  • Designing an Active Directory Infrastructure
  • Designing Message Routing
  • Designing the Message Routing Perimeter

Lab: Designing Active Directory and Message Routing

  • Exercise 1: Designing a Message Routing Topology
  • Exercise 2: Designing a Messaging Perimeter
  • Exercise 3: Discussion: Improving an Active Directory and Message Routing Design

After completing this module, students will be able to:

  • Design the Active Directory infrastructure.
  • Design a message routing topology.
  • Design the messaging routing perimeter

Module 3: Designing Exchange Servers

This module explains how to design Exchange Server configurations.

Lessons

  • Designing Mailbox Servers
  • Designing Non-Mailbox Servers
  • Designing a Public Folder Architecture
  • Designing a Lab Environment

Lab: Designing Exchange Servers

  • Exercise 1: Planning an Exchange Server Deployment
  • Exercise 2: Defining Test Lab Requirements

After completing this module, students will be able to:

  • Design Mailbox server configurations.
  • Design Exchange Server 2007 servers running non-mailbox server roles.
  • Design a public folder architecture.
  • Design a pre-production lab environment

Module 4: Designing Security for a Messaging Environment

This module explains how to design security for a messaging environment.

Lessons

  • Designing an Administrative Model
  • Designing Message Security
  • Designing Antivirus and Anti-spam Solutions

Lab: Designing Security for a Messaging Environment

  • Exercise 1: Designing an Administrative Model
  • Exercise 2: Designing Message Security
  • Exercise 3: Designing Antivirus and Anti-Spam Solutions

After completing this module, students will be able to:

  • Design an administrative model for Exchange Server 2007.
  • Design messaging security for an Exchange Server 2007 infrastructure.
  • Design antivirus and anti-spam requirements for an Exchange Server 2007 organization.

Module 5: Designing Co-Existence and Interoperability Strategies with Other Messaging Systems

This module explains how to design Exchange co-existence and messaging system interoperability strategies.

Lessons

  • Overview of Co-Existence and Interoperability with Other Messaging Systems
  • Designing a Co-Existence Strategy with Previous Versions of Exchange
  • Designing an Interoperability Strategy with Other Messaging Systems

Lab: Designing a Co-Existence Strategy

  • Exercise 1: Designing a Co-Existence Strategy with Exchange 2000
  • Exercise 2: Designing an Interoperability Strategy

After completing this module, students will be able to:

  • Describe the co-existence and interoperability scenarios and terminology.
  • Design a co-existence strategy with previous versions of Exchange Server.
  • Design and interoperability strategy with other messaging systems.

Module 6: Designing an Exchange Server 2007 Upgrade Strategy

This module explains how to design a strategy for upgrading to Exchange Server 2007.

Lessons

  • Overview of Available Upgrade Strategies
  • Designing a Transition From Previous Versions of Exchange
  • Designing a Migration From Other Messaging Systems

Lab: Designing an Upgrade Strategy

  • Exercise 1: Discussion: Reviewing a New Exchange Server 2007 Design
  • Exercise 2: Designing a Migration Strategy

After completing this module, students will be able to:

  • Describe the strategies available for upgrading to Exchange Server 2007.
  • Design a transition from previous versions of Exchange Server.
  • Design a migration from other messaging systems

 


Module 7: Designing Messaging Policies

This module explains how to design messaging policies for an Exchange Server 2007 organization.

Lessons

  • Designing Exchange Recipient and Message Policies
  • Designing Mobile Device Policies
  • Designing Messaging Policies for Compliance

Lab: Designing Messaging Policies

  • Exercise 1: Designing Messaging Policies
  • Exercise 2: Refining an Exchange Server Design

After completing this module, students will be able to:

  • Design Exchange recipient and message policies.
  • Design mobile device policies.
  • Design messaging policies for compliance.

Module 8: Obtaining Approval for a Messaging Infrastructure Design

This module explains how to obtain approval for a messaging infrastructure design.

Lessons

  • Preparing to Obtain Approval
  • Presenting and Finalizing a Design

Lab: Obtaining Approval for a Messaging Infrastructure Design

  • Exercise 1: Presenting a Messaging Infrastructure Design
  • Exercise 2: Discussion: Modifying a Design Based on Stakeholder Feedback

After completing this module, students will be able to:

  • Prepare the appropriate documentation to obtain design approval.
  • Present and finalize a design document.

Module 9: Foundational High Availability Concepts for Messaging

This module explains the concept of service level management and how it relates the maintenance of Exchange Server 2007. As well, an overview of the high availability technologies for various network and data center components.

Lessons

  • Introduction to Service Level Management
  • Overview of High Availability Technologies

Lab: Foundational High Availability Concepts for Messaging

  • Exercise 1: Refining the Scope of SLA Requirements

After completing this module, students will be able to:

  • Explain service level management.
  • Describe high availability technologies.

Module 10: Evaluating High Availability Technologies for Exchange Server 2007

This module explains how to evaluate the high availability technologies for Exchange Server 2007. Options for Mailbox and non-Mailbox servers are covered.

Lessons

  • Evaluating High Availability Options for Mailbox Servers
  • Evaluating High Availability Options for Non-Mailbox Servers

Lab A: Evaluating High Availability Messaging Technologies

  • Exercise 1: Configuring LCR
  • Exercise 2: Configuring Exchange Server 2007 on a Cluster

Lab B: Evaluating High Availability Messaging Technologies

  • Exercise 1: Testing CCR
  • Exercise 2: Discussion: Recommendations for Using the High Availability Solutions

After completing this module, students will be able to:

  • Evaluate high availability options for Mailbox servers.
  • Evaluate high availability options for non-Mailbox servers

Module 11: Creating a High Availability Messaging Strategy

This module explains how to create a high availability messaging strategy. This includes creating solutions for Mailbox and non-mailbox servers.

Lessons

  • Designing a High Availability Strategy for Mailbox Servers
  • Designing a High Availability Solution for Non-Mailbox Servers

Lab: Creating a High Availability Messaging Strategy

  • Exercise 1: Designing High-Availability Improvements for a Messaging Infrastructure
  • Exercise 2: Justifying Messaging Infrastructure Design Decisions

After completing this module, students will be able to:

  • Design a high availability strategy for Mailbox servers.
  • Design a high availability solution for non-Mailbox servers

Module 12: Designing the Messaging Portion of a Business Continuity Plan

This module explains how to design the messaging portion of a business continuity plan. As well, information about identifying threats to the messaging organization and mitigating those threats is covered.

Lessons

  • Overview of Business Continuity Planning
  • Identifying Threats to the Messaging Organization
  • Mitigating Threats to the Messaging Organization
  • Designing the Business Continuity Plan

Lab: Designing the Messaging Portion of a Business Continuity Plan

  • Exercise 1: Identifying Risks to a Messaging Environment
  • Exercise 2: Mitigating Risks to a Messaging Environment
  • Exercise 3: Designing Antivirus and Anti-Spam Solutions

After completing this module, students will be able to:

  • Describe business continuity planning.
  • Identify threats to the messaging organization.
  • Mitigate threats to the messaging organization.
  • Design the business continuity plan.

Module 13: Designing Backup for a High Availability Messaging Environment

This module explains how to identify the backup requirements and design the backup procedures for a high availability messaging environment.

Lessons

  • Identifying Backup Requirements
  • Designing Backup Procedures

Lab: Designing Backup for a High Availability Messaging Environment

  • Exercise 1: Identifying Backup Requirements
  • Exercise 2: Creating Backup Procedures

After completing this module, students will be able to:

  • Identify backup requirements.
  • Design backup procedures.

Module 14: Ensuring Recovery Readiness of a High Availability Messaging Environment

This module explains how to ensure recovery readiness of a high availability messaging environment by designing recovery strategies and evaluating disaster recovery readiness.

Lessons

  • Designing Recovery Strategies
  • Evaluating Disaster Recovery Readiness

Lab: Ensuring Recovery Readiness of a High Availability Messaging Environment

  • Exercise 1: Defining Recovery Procedures
  • Exercise 2: Evaluating Disaster Recovery Readiness

After completing this module, students will be able to:

  • Design recovery strategies.
  • Evaluate disaster recovery readiness.

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Course Length: 5 Days
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