
Special Edition Microsoft Exchange Server 5.5


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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 necessary to accomplish
the task. The following lists show the minimum hardware and software requirements
necessary for installing the Exchange Server.
Required Hardware: For Intel and compatible systems
Minimum:
- 486-66MHz processor
- 24 MB of RAM
- 250 MB of free hard disk space after Windows NT 4.0 Server has been installed
Recommended:
- System with an Intel Pentium 90 or faster processor; Pentium 133 recommended
or supported RISC-based microprocessor, such as the Digital Alpha AXP or PowerPC
- 64 MB of RAM
- 300 MB-500 MB of available hard-disk space after Windows NT 4.0 Server has been
installed
Required Software:
- Microsoft Windows NT Server version 3.51 with Service Pack 5 (SP5) or later
- Windows NT Server 4.0 with Service Pack 3 (SP3) or later
- A Network protocol (TCP/IP, NW-LINK, or NetBEUI)
Microsoft Windows NT Server is the base network operating system. You should install
the appropriate Service Pack on the Windows NT Server to be used before you begin
the Microsoft Exchange Server installation.
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. This is a widely used protocol because, unlike NetBEUI, it is routable.
For a new or existing mail system to use the Microsoft Exchange Server to transfer
messages over the Internet, the Internet Mail Service must be configured. To use
the Internet Mail Service, you must have the Windows NT TCP/IP protocol installed
and properly configured. For more information on SMTP connections and the Internet
Mail Service, refer to Chapter 22, "Configuring the IMS."
Optional Components and Services:
- Internet Information Server (IIS) 3.0
- Windows NT Services for Macintosh (SFM)
Microsoft Internet Information Server version 3.0 is a requirement of the Active
Server Components. These enable you to access mailboxes, discussion groups, public
folders, and the directory on Microsoft Exchange using any Web browser.
Macintosh Services is necessary in order for MS Mail AppleTalk clients to access
the Microsoft Mail Connector, which is the liaison between the AppleTalk clients
and the Microsoft Exchange Server.
NOTE: Microsoft Exchange Server 5.5 ships with the Outlook desktop
information manager (version 8.03) and includes a MacOS-compatible version.
The preceding lists outline the typical requirements. To enhance the performance
of the system running the Windows NT Server and the Exchange Server, you should use
at least a 90MHz processor with 64 MB of RAM. For busy sites, you should use 1 GB
of hard disk space. This disk space requirement does not account for user mail message
stored on the server. Depending on the number of users, you will need to add additional
server hard drive storage to accommodate the Information Stores.
Preparing for Server and Site Setups
Before installing the Exchange Server, you will need to gather some relevant information
about the business or organization. This includes the number of users, usage patterns
of e-mail, geographic locations, managerial style of the IS departments (central
or distributed management), and more. You want to determine how the Exchange Servers
fit into the overall company plan.
You should review these other topics before designing and installing the Exchange
Server message system:
- Chapter 2, "Understanding Exchange's Organization and Sites," teaches
you what is required for designing single- and multiple-site Microsoft Exchange Servers.
- Chapter 5, "Designing Exchange Topology," helps you understand the
issues pertaining to the setup, connection, and migration techniques involved in
planning Exchange installations.
Gathering Information Used During the Installation
During the setup process, you are asked to answer questions regarding your organization
and the Exchange Server. Because some of the information can be changed only by reinstalling
the Exchange Server, review the naming schemes that will be used for the message
system and confirm that they are set.
You should have the following information before you begin the installation process:
- An organization name
- The Exchange Server site name
- The role the Exchange Server you are installing will play in the organization
(Are you making a new site or joining an existing one?)
- The Windows NT Server Administrator account name and password
- The name of the Exchange Server Administrators Group
When designing the naming scheme for the Exchange Server Message system, use logical
names with information relative to the end users and IS administrators. Because of
the nature of Mail system standards, these names are case-sensitive. To avoid confusion,
check each name you enter 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 Exchange Server installations within the same site refer to
this Exchange Server for configuration information.
These are the basic steps for installing the first or only 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.
The following sections break down each of these steps and cover them in detail.
Creating the Service Account
Exchange Server uses the Service Account to run its services on the given Windows
NT Server. The account is granted the "Log on as a service" right. To create
and join a new Exchange Server within the same site, the Service Account name and
password are required. Exchange Server Setup uses this account to transfer the configuration
files to the new Exchange Server. Furthermore, all Exchange Servers in the same site
use this account to communicate with one another.
The following steps help you to create the Service Account:
- 1. Log on to the Windows NT Server as the Domain Administrator or equivalent.
NOTE: You must log in to the same domain that holds the system for
which you plan to create the account.
- 2. Click the Start button, select Programs, and open Administrative Tools.
Then open User Manager for Domains.
- 3. From the User menu, choose New User.
- 4. In the New User dialog box (see Figure 6.1), 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. Remove the check from the box that says User Must Change Password at
Next Logon.
- 8. Remove the check from the box that says Account Disabled.
- 9. Choose Add.
- 10. Choose Close.
The Service Account is created, and you are ready to create the Exchange Administrators
Group.
FIG. 6.1 You can add the
Service Account.
Creating the Exchange Administrators Group
The Exchange Administrators Group should consist of all the users permitted to
administer Exchange. This group is a Global Group. Keep in mind that all users who
become a member of this group have full control of Exchange and all of its features.
The following steps help you create the Exchange Administrators Group:
- 1. Log on as a Domain Administrator to the Windows NT Server that is in
the same domain as the Exchange Server. This Windows NT Server will be the central
location for the administrative functions of Exchange.
- 2. Click the Start button, select Programs, and open Administrative Tools.
Then open User Manager for Domains.
- 3. From the User menu, choose New Global Group. The New Global Group dialog
box appears (see Figure 6.2).
- 4. Type the name and a brief description for the newly created group.
NOTE: You will be required to know this group account name later
in the installation and during setup of the Microsoft Exchange Server. Refer to the
section "Granting the Administrators Group Permissions for the Site." n
The Exchange Administrators Group is created, and you are ready to install the
Exchange Server software.
FIG. 6.2 Creating the
Exchange Administrators group.
Installing the Exchange Server Software
Before beginning the actual installation, you should check the following things:
- Be sure that the PDC (Primary Domain Controller) is connected and operating.
- Review the proposed Exchange Server naming scheme and design layout.
- Verify that there is a working CD-ROM drive available as a resource on the Windows
NT Server. You will use this drive during the installation process.
The following steps help you to install the Exchange Server and create the first
or only Exchange Server site:
- 1. Log on to the Windows NT Server as the Local Administrator.
- 2. Load the Exchange Server CD-ROM into the CD-ROM drive.
- 3. Double-click the My Computer icon and then the CD-ROM icon.
- 4. Familiarize yourself with the directory structure on the Exchange CD-ROM.
- 5. Locate and change directories to the Setup directory.
- 6. Locate and change directories to one of the computer types. For example,
to use Alpha, i386, you would type d:\SETUP\i386.
- 7. Choose SETUP.EXE. Then click Accept to continue past the Licensing
dialog box.
NOTE: If you plan to use Server Components (which enable you to
access mailboxes, discussion groups, public folders, and the directory on Exchange
using any Web browser), you must first install Internet Information Server 3.0. Then
when installing Exchange, you must use the Complete/Custom install option and be
sure that the Active Server Components box is checked.
- 8. An Installation Options box appears (see Figure 6.3). 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 choose:
- Typical. Exchange Server will be installed with the most common options.
- Complete/Custom. Exchange Server will be installed with only the options
you select.
- Minimum. Exchange Server will be installed with the minimum options required
to run.
NOTE: 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. If that happens, choose another type of installation or a different file
location on another volume that has enough disk space to handle the installation.
- 9. If you selected the Typical or Minimum installation, skip to step 10.
- If you selected the Complete/Custom installation, the next screen to appear is
the Exchange Server component selection screen. You select the components you want
installed by checking the box pertaining to the component; if you don't want a particular
component installed, you remove the check from the box. The following list shows
the components and their subcomponents available for selection during installation:
- Microsoft Exchange Server. The default location for installation of component
files is C:\EXCHSRVR. You can modify this by choosing Change Location of Files. To
install all Server components (MS Mail Connector, cc:Mail Connector, X.400 Connector,
and Microsoft Exchange Event Service), you need approximately 107 MB of disk space
is required.
- Microsoft Exchange Administrator application. The default directory path
for installation of the Administrator components is C:\EXCHSRVR\BIN. You can change
the directory path if you want to use a different location. The Administrator software
component has no subcomponents. This component requires approximately 13 MB of local
hard disk space.
- Books Online. This installs the online documentation for Microsoft Exchange
Server, and it requires 136 KB of disk space. If you have the space, install these
reference materials, as they can be helpful.
- Internet mail. This component is not transferred during the upgrade. If
you have specific routing set up before upgrading, the routing information is not
transferred from the Registry to the directory.
- Outlook Web Access. Installs the Outlook Web Access components needed
for Web access to Microsoft Exchange Server.
- Click Continue to proceed with the installation.
NOTE: To perform a Complete installation, you need a minimum of
113,920 KB of disk space. This does not include disk space for user mailboxes--just
the Exchange system files.
FIG. 6.3 Choose your preferred
installation option when setting up the Exchange Server.
- 10. Click the check box to select Per Seat licensing, and then click OK.
- 11. In the Organization and Site dialog box (see Figure 6.4), choose Create
a New Site. Then enter the Organization Name and Site Name (both are mandatory) and
click OK.
FIG. 6.4 Creating a new
Exchange site.
- 12. A dialog box appears, asking, "Are you sure you want to create
a new site?" Choose Yes.
- 13. Next, the Site Services Account box appears, requesting that you choose
the Service Account (see Figure 6.5). Enter the Service Account name and password
that you created at the beginning of this chapter.
FIG. 6.5 Enter the Service
Account name and the appropriate password.
- Alternatively, you can click Browse and then choose the account from the list
provided. Choose Add, and then click OK.
- 14. A dialog box appears, confirming that the rights have been granted
(see Figure 6.6). Choose OK.
FIG. 6.6 You should verify
that the proper rights have been granted.
- 15. To complete the installation, choose OK in the next dialog box. Exchange
Server Setup copies the Exchange Server files and installs the services to the selected
Windows NT Server.
- 16. When the installation is complete, a dialog box appears asking whether
the Exchange Server Optimizer should be run (see Figure 6.7). Select Run Optimizer
to have the Exchange Server Optimizer analyze your hardware configuration. The Optimizer
also arranges files on the Windows NT Server for optimum performance.
NOTE: Running the Optimizer is critical to the efficient operation
of the Exchange Server. You do not have to run the Exchange Server Optimizer at this
time; however, it should be run before Exchange is rolled out to live users.
FIG. 6.7 Running Setup
and the Exchange Server Optimizer gets the Exchange Server up and running.
- 17. Although not required, it is a good idea to reboot Windows NT after
the installation process is complete. This verifies that the services will start
automatically and without error.
This completes the installation of the first or only Exchange Server at 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. Click the Start button and select the Programs Icon. Then select the
Exchange icon, followed by the Exchange Administration icon.
- 2. Connect to the new Exchange Server.
- 3. Select the File menu and choose Properties. Then choose the Permissions
tab. You will see the Permissions tab of the Properties sheet(see Figure 6.8). Click
the Add button, and a list of Windows NT user accounts and groups appears.
FIG. 6.8 The Permissions
tab shows Windows NT user accounts for this site.
- 4. Select the Microsoft Windows NT domain that you want.
- 5. In the dialog box shown in Figure 6.9, select the user(s) or group(s)
you want to add to the Administrators Group.
- Alternatively, you can manually enter the user and group names. In the Add Name
box, type the domain name, followed by a backslash, followed by the user account
or group name, such as Domain1\User1. Click Add. Then click OK to return to
the Properties sheet.
FIG. 6.9 You can choose
users and groups that are to be added to the Administrators Group.
- 6. To continue to designate additional properties, choose Apply to activate
the properties you've entered so far. If you're finished changing properties, click
OK to apply the changes, close the Properties sheet, and return to the Administrators
window.
- 7. Two other containers need to be assigned administrative privileges:
the Organization container at the very top of the list and the Configuration container
listed just below the Site. Repeat the preceding steps on each of these containers.
The Administrators Group has now been granted the permissions necessary for accomplishing
administrative needs.
Setting Up Additional Servers at the Same Location
The procedure for setting up additional Exchange Servers at the same site are
similar to the steps you used to create the first or only Exchange Server. The major
difference between setting up the first Exchange Server and a second one occurs at
step 11 of the directions pertaining to the creation of a new Exchange Server site.
In step 11, the Organization and Site dialog box appears. Choose the Join an Existing
Site option button (see Figure 6.10). Then enter the name of an available Exchange
Server and choose OK. The new server receives the site's configuration information
from the specified Exchange Server and is added to the existing site. You should
continue through the end of the process for creating a new Exchange Server.
FIG. 6.10 Placing
a new Exchange Server into an existing site.

