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Notice: This material is excerpted from Special Edition Using Microsoft Exchange Server, ISBN: 0-7897-0687-3. The electronic version of this material has not been through the final proof reading stage that the book goes through before being published in printed form. Some errors may exist here that are corrected before the book is published. This material is provided "as is" without any warranty of any kind.

9 - Installing Exchange Server

Before proceeding with the Microsoft Exchange Server installation, you should make sure the machine(s) that will be used have the basic resources available to accomplish the task.

The following lists the minimum hardware and software requirements necessary for installing the Exchange Server:

Microsoft Windows NT Server v3.51 is the base network operating system. The Microsoft NT Server Service Pack 3 should be installed on the NT Server that will be used, previous to the beginning of the Microsoft Exchange Server install.

Macintosh Services will be necessary for MS MAIL AppleTalk clients to access the Microsoft Mail Connector, which is the liaison between the AppleTalk clients and the Microsoft Exchange Server.

If you want access from a Novell Netware 3.XX or 4.XX File Server, the Windows NT NW-LINK and the NW-LINK NetBios protocol services need to be loaded on the Windows NT Server.

When a new or existing Mail system will be using the Microsoft Exchange Server to transfer messages over the Internet, the Internet Mail Connector will be used. A necessity for the use of Internet Mail Connector is the Windows NT TC/PIP protocol. It must be installed and configured.

The preceding are the minimum requirements. To enhance the performance of the system running the Microsoft NT Server and the Microsoft Exchange Server, at least a 90MHz processor with 64M of RAM should be used. For busy sites, you should use 1Gig of hard disk space. This disk space requirement does not allow for user mail message stores on the server. Depending on the number of users, you may need to add additional server hard drive storage.

In this chapter, you learn the following:

Preparing for Server and Site Setups

Before installing the Microsoft Exchange Server, you should gather some relevant information relating to the business or organization. This will include number of users, patterns of email use in the business, geographic locations of the business, managerial style of the IS departments (central or distributed management), and more. You want to discern how the Microsoft Exchange Servers fit into the overall company plan.

The following lists the areas of reference that you should review to help with the design and installation of the Microsoft Exchange Server message system.

Gathering Information Used during the Installation

During the setup process you are asked to answer questions regarding your organization and the Microsoft Exchange Server. The site specific information needs to be confirmed. Because some of the information can only be changed by reinstalling the Exchange Server, review the naming schemes that will be used for the message system.

You should know the following information before you begin the installation process:

When designing the naming scheme for the Microsoft Exchange Server Message system, use logical names that depict relative information to the end users and IS administrators. Because of the nature of Mail system standards, these names are also case sensitive. To avoid confusion, check each name entered before continuing, these names are used throughout the entire message system.

Setting Up a Single Server

The first Microsoft Exchange Server to be installed in a new site is the most important. All other Microsoft Exchange Server installations within the same site refer to this Exchange Server for configuration information.

The following list refers to the steps to complete the first or only Microsoft Exchange Server in a site or organization:

1. Create the Service Account.

2. Configure the Exchange Server Administrators Group.

3. Install the Exchange Server software.

4. Grant the Exchange Server administrators permissions for the Site.

Creating the Service Account

The Microsoft Exchange Server uses the Service Account to run its services on the given Microsoft NT Server. The account is granted the "Log on as a service" right. When creating and joining a new Microsoft Exchange Server within the same site, the Service Account name and password are required to continue with the installation. Microsoft Exchange Server Setup uses this account to transfer the configuration files to the new Microsoft Exchange Server. Furthermore, this account is also used by all Microsoft Exchange Servers in the same site to communicate with one another.

The following steps help you to create the Service Account:

1. Log on the Windows NT Server as the Domain Administrator or equivalent.

You must log in to the same Domain that holds the system for which you plan to create the account.

2. While in the Program Manager, open Administrative Tools. Then, open User Manager for Domains.

3. From the User menu, choose New User.

4. Enter the information you have listed for the Service Account.

5. Check the box titled User Cannot Change Password.

6. Check the box for Password Never Expires.

7. Clear the box that says User Must Change Password at Next Logon.

8. Clear box that says Account Disabled.

9. Choose Add (see fig. 9.1).

10. Choose Close.

FIG. 9.1

You can add the Service Account.

Creating the Exchange Administrators Group

The Administrators Group should consist of all the Microsoft Windows NT users account information selected as Microsoft Exchange Server Administrators. Members of this group possess the privilege to gain access to the Microsoft Exchange Server Public Folders and Utilities for administrative purposes. This account is a Global Group. You should verify that all users who become a member of this group will receive this privilege.

The following steps help you create the Exchange Administrators group:

1. Log on as a Domain Administrator to the Microsoft NT Server that is in the same domain as the Microsoft Exchange Server. This Microsoft NT Server will be the central location for the administration functions of Microsoft Exchange.

2. In Program Manager, choose Administrative Tools; then, select User Manager for Domains.

3. From the User menu, choose New Global Group. The New Global Group dialog box appears (see fig. 9.2)

4. Type the name and a brief description of the newly created group.

You will be required to know this group account name later in the installation and setup of the Microsoft Exchange Server.

FIG. 9.2

Creating the Exchange Administrators group

Installing the Exchange Server Software

Before beginning the actual installation, you should verify the following:

The following steps help you to install the Microsoft Exchange Server:

1. Log on to the Microsoft NT Server as the Local Administrator.

2. Load the Microsoft Exchange Server CD-ROM into the CD-ROM drive.

3. Choose the program group Main; then, start Windows File Manager.

4. Scan through and become familiar with the directory structure on the Microsoft Exchange CD-ROM.

5. Locate and change directories to the Setup directory.

6. Locate and change directories to one of the computer types (Alpha, i386, PPC, or MIPS). For example: d:\SETUP\i386.

7. Choose SETUP.EXE; then, press OK to continue past the Welcome dialog box.

8. An Installation Options box appears (see fig. 9.3). Select the desired type of installation and the location to which the files should be copied. The following are the installation options from which you can select:

One of the selections in the preceding list might not appear on-screen. The reason is that there is not enough disk space for that particular option. Choose another type of installation or a different file location on another volume that has enough disk space to handle the installation.

FIG. 9.3

You can select from the Installation Options Box when setting up the Microsoft Exchange Server.

If you select the Complete/Custom type of installation, the next screen to appear is the Microsoft Exchange Server component selection screen. Each different component can be selected by checking the box pertaining to the component, or clearing the box if that selection is not desiredódepending on the given installation. The following lists the different components and their sub-components available for selection during installation:

If a Complete Install is executed, it will require 102196K of disk space. This does not include disk space for user mailboxes, just the Exchange system files.

9. The Choose Licensing Mode dialogue box appears. Select the type of licensing desired. Select I Agree; then, choose OK. The following lists the types of licensing modes from which you can select:

10. Choose Create as a New Site when the Organization and Site Name dialogue box appears (see fig. 9.4). Enter the Organization Name and Site Name. Entering these names is mandatory. Choose continue.

FIG. 9.4

Creating a new Exchange site.

11. A dialogue box appears asking, Are you sure you want to create a new site? Choose Yes.

12. Next, the Site Service Account box appears asking you to choose the Service account (see fig. 9.5). Enter the Service account name and password created at the beginning of this chapter. Alternatively, you can choose Browse. Then, you can choose the account from the list provided. Choose add; then, click OK.

FIG. 9.5

You can enter the Services account name and the appropriate password.

13. The dialogue box appears confirming that the rights have been granted (see fig. 9.6). Choose OK.

FIG. 9.6

You should verify that the proper rights have been granted.

14. To complete the installation, choose OK from the next dialog box. Microsoft Exchange Server Setup then copies the Microsoft Exchange Server files and installs the Services to the selected Microsoft Windows NT Server.

15. The next screen that appears is asking to which Windows NT Program Group the Microsoft Exchange Servers application icons should be installed. The default is Microsoft Exchange Server. Accept the default Program Group; then, enter a new Program Group name. Alternatively, you can select an existing Program. Then, choose continue.

16. Finally, once the installation is completed, a dialogue box appears asking whether the Performance Optimizer Wizard should be run (see fig. 9.7). Select Run Optimizer to have the Performance Optimizer Wizard analyze your hardware configuration. Run Optimizer also arranges files on the Microsoft Windows NT Server for optimum performance.

Running the Optimizer is critical to the efficient operation of the Microsoft Exchange Server. The Performance Optimizer Wizard does not have to run at this time. However, it should be run before the Microsoft Exchange Server goes into production.

FIG. 9.7

Completing the Setup and Performance Optimizer option will get the Exchange Server up and running.

17. The Microsoft Windows NT Server needs to be rebooted to verify that the Microsoft Exchange Server services that were just installed have taken effect.

This completes the procedures for installing the first or only Microsoft Exchange Server in a single site.

Granting the Administrators Group permissions for the Site

In order for the Microsoft Exchange Server to be administered, permissions have to be granted to the Administrators Group. The following steps provide a description of procedures for completing this task:

1. program for the Microsoft Exchange Server Program Group.

2. Connect to the new Microsoft Exchange Server.

3. 3. Select the File menu and choose Properties. Then, choose the Permissions tab. You will see the Permissions Property page (see fig. 9.8). A list of Microsoft Windows NT user accounts for this site appears.

FIG. 9.8

The Permissions page shows Microsoft Windows NT user accounts for this site.

1. Select the Microsoft Windows NT Domain that you want.

2. Select the User(s) or group(s) that are to be added to the Administrators Group from the given list (see fig. 9.9). Alternatively, you can enter manually the User and Group names by typing the Domain Name followed by a backslash. Then, you can type the User account and Group names into the Add Name box, for example, Domain1\User1.

FIG. 9.9

You can choose users and groups that are to be added to the Administrators Group.

3. To continue to designate additional properties, choose Apply to activate the entered properties. Alternatively, you can return to the Administrators window by choosing OK to close the Permissions property sheet. Choosing ok applies the changes as well.

The Administrators Group has now been granted the correct permissions for accomplishing administrative needs.

Setting Up Additional Servers at the Same Location

The procedures for setting up additional Microsoft Exchange Servers at the same site are similar to the steps taken to create the first or only Microsoft Exchange Server. The major difference between setting up the first and a second Microsoft Exchange Server occurs at step 10 of the directions pertaining to the creation of a new Microsoft Exchange Server site.

When step 10 is reached, and the Exchange Site dialogue box appears, choose the Join An Existing Site selection (see fig. 9.10). Then, enter the name of an available Microsoft Exchange Server system. Choose OK. This new server will be added to the existing site. It will receive its configuration file from the existing Microsoft Exchange Server. You should continue through step 12 of the process to create a new Microsoft Exchange Server.

FIG. 9.10

Creating a new Exchange server to join an existing site

Adding Additional Microsoft Exchange Server Sites Within an Organization

If the Organization that you are designing and creating has multiple Microsoft Exchange Server sites, you need to remember the following:

From Here...

The initial installation of the Microsoft Exchange Server has now been completed. The following lists the different chapter references to help you further configure and enhance the performance of the Microsoft Exchange Server.

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