Exchange 2000 Server How To Guide
Exchange 2000 Server How To Guide
Exchange 2000 Server How To Guide
October 2000
Table of Contents
How to Assign a Server to a Routing Group (Q266725)
How to Back Up and Restore an Exchange 2000 Server Computer (Q258243)
How to Configure a Routing Group Connector (Q267992)
How to Configure an SMTP Connector (Q266317)
How to Configure Instant Messaging Logging (Q266754)
How to Configure the NNTP Service, Part 1 (Q266652)
How to Configure the NNTP Service, Part 2 (Q268092)
How to Configure the Simple Mail Transfer Protocol Service Part 1 (Q266686)
How to Configure the Simple Mail Transfer Protocol Service Part 2 (Q268163)
How to Create a Routing Group (Q266744)
How to Enable or Disable Message Filtering on a Simple Mail Transfer Protocol Virtual Server
(Q261087)
How to Install Instant Messaging Service (Q266643)
How to Install the Key Management Server (Q267273)
How to Make Administrative Groups Container and Its Contents Visible in Exchange System
Manager (Q242561)
How to Modify Global Settings in Exchange System Manager (Q258696)
How to Modify Recipient Settings in Exchange System Manager (Q263845)
How to Modify the Circular Logging Setting (Q258470)
How to Set Up and Use Chat Migration for Exchange 2000 Server (Q262210)
How to Set Up Exchange 2000 (Q262068)
How to Set Up Exchange 2000 Server on a Windows Cluster (Q263272)
How to Set Up the ADC Connection Agreement (Q262212)
How to Set Up the Migration Wizard (Q262201)
Hardware Requirements
• Intel Pentium 166 Megahertz (MHz) or faster
• 128 Megabytes (MB) RAM or more
• NTFS partition with at least 4 gigabytes (GB) of available disk space for Microsoft Exchange 2000
Server
Software Requirements:
• Microsoft Windows 2000 Server
• Microsoft Exchange 2000 Server
Installation Requirements:
• By default, Microsoft Internet Information Services 5 (IIS) is installed with Windows 2000 Server.
Check that both Network News Transfer Protocol (NNTP) and Single Mail Transfer Protocol (SMTP)
have been installed.
• A Domain Name System (DNS) server is available for your domain.
• Microsoft Exchange 2000 Server is installed on a computer that is a member of a domain and not in
a workgroup.
• Exchange 2000 System Manager is configured to group the servers by Administrative and Routing
Groups.
How to Configure the SMTP Connector
1. Click Start, point to Programs, point to Microsoft Exchange, and then click Exchange System
Manager.
2. In the left pane of Exchange System Manager, expand the administrative group that you want, and
then expand the Routing Groups container tree.
3. Expand the routing group for which the connector is to be created.
4. In the right pane of Exchange System Manager, right-click Connectors, click New, and then click
SMTP Connector.
5. On the General tab, type a name for the connector in the Name box.
6. If appropriate, click to select the Forward all mail through this connector to the following check
box. In the Smart Host box, type the name of the target server you want all messages that use the
connector to go to.
Note Do no use smart hosting if you want routing; otherwise, the SMTP service will redirect the
message to the smart host.
7. On the General tab, click Add to select the local bridgehead for the connector.
8. In the Add SMTP member(s) to Bridgehead box, click Add, click the SMTP virtual server (local
bridgehead) that will manage the outgoing messages, and then click OK.
9. On the Address Space tab, click Add.
10. In the New Address Space box, double-click SMTP.
11. In the Internet Address Properties box, click the General tab. Type the address of the domain that
is to use the connector in the E-mail domain box, and then click OK.
Note You may use the asterisk (*) wildcard at the beginning of the address only; no wildcards are
allowed within the address. For example, to route a message to [email protected], set the
address space to be *.server.site.com, *.site.com, *.com, or *, any of which match the domain portion
of the message's address.
12. Assign a cost to the connector by typing a number between 1 and 100 in the Cost box.
13. Click OK.
14. On the Address Space tab, click to select either the Entire Organization check box or the Local
Routing Group check box to set the scope of the connector.
15. In the Connector Properties box, click OK.
Additional Configuration Information
In addition to the basic connector setup, you may want to add special restrictions and options for delivery
and content for the connector.
Delivery Restrictions
During the setup of an SMTP connector or when you access the properties for an SMTP connector, you
can see a Delivery Restrictions tab. On this tab you can specify who is allowed access to this
connector. By default, the connector accepts messages from everyone.
To access the properties of the SMTP connector:
1. On the Start menu, point to Programs, point to Microsoft Exchange, and then click System
Manager.
2. Double-click Administrative Groups, and then double-click First Administrative Group.
3. Double-click Routing Groups, double-click First Routing Group, and then double click
Connectors.
4. Right-click your SMTP connector, and then click Properties. On the Delivery Restrictions tab, the
default is set to Accept messages from everyone. You can also choose to reject messages from
everyone.
5. To restrict specific individuals from using the connector:
a. In the Reject messages from box, click Add.
b. In the Select Recipient box, select the recipient that you want to restrict, and then click Add.
Click OK.
6. To add specific users to the connector:
a. In the Accept messages from box, click Add.
b. In the Select Recipient box, select the user that you want to add, and then click Add. Click OK.
Content Restrictions
Use the Content Restrictions tab to specify whether the connector restricts messages based on their
priority. You can specify three priorities: high, normal, and low. By default, a connector allows all
message priorities.
To access the properties of the SMTP connector:
1. On the Start menu, point to Programs, point to Microsoft Exchange, and then click System
Manager.
2. Double-click Administrative Groups, and then double-click First Administrative Group.
3. Double-click Routing Groups, double-click First Routing Group, and then double-click
Connectors.
4. Right-click your SMTP connector, and then click Properties.
5. On the Content Restrictions tab, all allowed priorities are checked, by default. You can click to clear
the check box of any of the priorities. If you do so, messages with those priorities are not accepted by
the connector.
• You can configure Exchange 2000 to allow or deny system or non-system messages. System
messages are any messages created by Exchange 2000, while non-system messages are all
other messages.
• You can configure Exchange 2000 to only allow messages less than a specific size (in kilobytes).
Delivery Options
The Delivery Options tab is a new addition to the SMTP connector and provides two scheduling
features: scheduling the times when the connector is available, and scheduling the times when the
connector is available for messages larger than a particular, specified size.
To open the properties of the SMTP connector that you have set up, right-click the connector stub, and
then click Properties.
• On the Delivery Options tab, the connection time is set to Always Run by default. You can change
this setting by choosing all the options provided in the drop-down list, or you can create your own
custom schedule by clicking the Customize button.
• You can also click to select the Use different delivery times for oversize messages check box. If
you select this option, you can set the size that defines an oversized message (default value: 2000
KB).
Advanced
You can set outbound security, ETRN/TURN, and HELO versus EHLO on the Advanced tab. The default
settings are usually what an average installation uses, and there is little need to change settings on this
tab.
Current Sessions
The Current Sessions node is used to monitor the connections and queues. This section provides
procedures to manage client connections.
How to View Current Sessions
1. In Exchange System Manager, click to expand the SMTP virtual server that you want to configure.
2. Click Current Sessions.
3. In the right pane, a list of the current sessions is displayed that contains the following information:
• The name of the connected user.
• The Internet Protocol (IP) address from which the client has connected.
• The total connected time of the session.
How to Stop Current Sessions
1. In Exchange System Manager, click to expand the SMTP virtual server that you want to configure.
2. Click Current Sessions.
3. To stop all sessions, click Terminate All on the Action menu.
4. To stop a particular session, click the session that you want to stop, and then click Terminate on the
Action menu.
Queues
Queues are managed in the Queues node on each SMTP virtual server. Exchange 2000 Server provides
better access to information about queues and the messages that the queues contain.
How to Gain Access to Queues
1. In Exchange System Manager, click to expand the SMTP virtual server that you want to configure.
2. Click Queues.
3. In the right pane, the queue summary is displayed.
4. In the queue summary pane, the following information is displayed:
• Next Destination Server. The next destination server for this queue.
• Submission of Oldest Message. The date and time of submission of the oldest message in the
queue.
• Total # of Messages. The number of messages in the queue.
• Total Message Size. Total size of all the messages in the queue.
• Next Connection Attempt. The next scheduled connection time.
How to Set the Queue Display
By default, all the columns of information are displayed in a specific order. To change the order of the
columns, drag the column header to the new position.
To choose the columns or the order of columns in which to view messages, perform the following steps
from Queue Summary view:
1. On the View menu, click Choose Columns. The Modify Columns dialog box is displayed.
2. To add columns to or remove columns in the results pane:
• To add columns, click an item in the Hidden columns list, and then click Add.
• To remove columns, click an item in the Displayed columns list, and then click Remove.
3. If you want to change the order of the columns, click a column, and then click Move up or Move
down, as applicable.
How to View Queued Messages
The quickest way to view some of the messages in a queue is to enumerate the first 100 messages. This
command is actually the default setting of the Custom Filter command that enables you to enumerate a
specific set of messages.
To display the first 100 messages of a queue in Message Summary view:
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that you want to view.
3. Determine whether there are messages to enumerate:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to enumerate.
• If Enumerate message from the queue node is displayed in the details pane, continue to the
next step.
4. With the queue selected, click Enumerate 100 Messages on the Action menu.
To display a custom-filtered list of messages in Message Summary view:
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that you want to view.
3. Determine whether there are messages to enumerate:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to enumerate.
• If Enumerate message from the queue node is displayed in the details pane, continue to the
next step.
4. With the queue selected, click Custom Filter on the Action menu.
Note The Custom Filter dialog box is displayed.
5. In the Select the Action list, click Enumerate (this is the default action).
6. Set other options in this dialog box to meet all the criteria of the messages that you want to view, and
then click OK.
Note To stop the search at any time, click Cancel in the Searching dialog box.
How to Delete Messages in a Queue
You can delete messages with or without sending a non-delivery report (NDR) to the sender.
How to Delete One Message in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the message that you want to delete.
3. Enumerate the queue.
4. Find and click the message that you want to delete.
5. On the Action menu, click either Delete (send NDR) or Delete (no NDR), as applicable.
How to Delete All Messages in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the messages that you want to delete.
3. Determine whether there are messages to delete:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to delete.
• If Enumerate message from the queue node is displayed in the details pane, continue to the
next step.
4. Click the queue, and then click either Delete (send NDR) or Delete (no NDR) (as applicable) on the
Action menu.
How to Delete a Specific List of Messages in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the messages that you want to delete.
3. Determine whether there are messages to delete:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to delete.
• If Enumerate message from the queue node is displayed in the details pane, continue to the
next step.
4. With the queue selected, click Custom Filter on the Action menu.
5. In the Select the Action list, click either Delete (send NDR) or Delete (no NDR), as applicable.
6. Set other options in this dialog box to meet all the criteria of the messages that you want to delete,
then click OK.
Note The default settings of the delete actions are set to delete all messages with a size greater than 0
kilobytes (KB) that are older than 0 days and 0.00 hours and minutes. Make sure that you modify these
default settings unless you want all the messages in a queue deleted.
How to Freeze and Unfreeze Messages in a Queue
If you freeze a message, you prevent that message from being transported out of a queue without
deleting that message. Frozen messages reside in a queue until the messages are unfrozen.
How to Freeze One Message in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the message that you want to freeze.
3. Enumerate the queue.
4. Click the message that you want to freeze.
5. On the Action menu, click Freeze.
How to Freeze All Messages in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the messages that you want to freeze.
3. Determine whether there are messages to freeze:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to freeze.
• If Enumerate message from the queue node appears in the details pane, continue to the next
step.
4. With the queue selected, click Freeze on the Action menu.
How To Freeze a Specific List of Messages in a Queue
1. Gain access to the Queues node as described in the "How to Gain Access to Queues" section of this
article.
2. Click the queue that contains the messages that you want to freeze.
3. Determine whether there are messages to freeze:
• If There are no matching messages queued is displayed in the details pane, there are no
messages to freeze.
• If Enumerate message from the queue node is displayed in the details pane, continue to the
next step.
4. With the queue selected, click Custom Filter on the Action menu.
5. In the Select the Action list, click Freeze.
6. Set other options in this dialog box to meet all the criteria of the messages that you want to freeze,
and then click OK.
Note To stop the search at any time, click Cancel in the Searching dialog box. To unfreeze messages,
perform the preceding procedures to freeze a single message, all messages, or a specific set of
messages (as applicable), but click Unfreeze instead of clicking Freeze.
Hardware Requirements
• Pentium 200 or greater microprocessor
• 64 megabytes (MB) random access memory (RAM) (128 MB or higher recommended)
• 2 gigabytes (GB) of available NTFS file system (NTFS) hard disk space
• CD-ROM drive, network cards, mouse, and so on
Software Requirements
Microsoft Windows 2000 Server
• Microsoft Internet Information Services (IIS)
• Network News Transfer Protocol (NNTP) Stack
• Simple Mail Transfer Protocol (SMTP) Stack
• Dynamic Domain Name System (DDNS)
Exchange 2000 Server
• Exchange 2000 Server
• Exchange Messaging and Collaboration
• Exchange System Management
• Exchange Instant Messaging
Note Messaging and Collaboration must be installed somewhere in the site.
Component Prerequisites
• Windows 2000 Server with Internet Information Services 5.0 must be installed. Make sure that you
select both Network News Transfer Protocol (NNTP) and Simple Mail Transfer Protocol (SMTP)
during the installation process.
• A DDNS server must be installed and available in your domain. The DDNS server must contain both
a zone and reverse lookup record with dynamic updates enabled.
Important The target installation computer must register all network interfaces with this DDNS
server and corresponding dynamic enabled zones.
• A user account that is designated as the Exchange Service Account should be created in the domain
before Exchange 2000 Server is installed.
Note Exchange 2000 Server can be installed on either a member server or a domain controller and
requires membership in a domain. The Exchange 2000 Server computer cannot belong to a workgroup.
Installing Instant Messaging
Install Exchange 2000 from your Exchange 2000 CD. Make sure that you install the following
components:
• Exchange Server
• Exchange Messaging and Collaboration
• Microsoft Management Console (MMC) Exchange System Manager snap-in
• Instant Messaging Service
Note Exchange Messaging and Collaboration must be installed somewhere in the site. For additional
information about how to install Exchange 2000, click the article number below to view the article in the
Microsoft Knowledge Base:
Q262068 XADM: How to Set Up Exchange 2000
Configuring Instant Messaging
1. Create a virtual server. If you create an Exchange 2000 Instant Messaging virtual server, Windows
2000 users can communicate with other users in real time by using the MSN Messenger Service
client program. To create a virtual server:
a. Click Start, point to Programs, point to Microsoft Exchange, and then click Exchange System
Manager.
b. Click to expand the Administrative Groups container, and then click to expand the first
administrative group.
c. Click your server, and then click Protocols.
d. Right-click Instant Messaging (RVP), and then click New.
e. Click Instant Messaging Virtual Server.
f. The Instant Messaging Installation Wizard, which helps you create the Instant Messaging Service
virtual server, is displayed.In the Welcome dialog box, click Next.
g. In the Display Name dialog box, type the display name of your virtual server.
h. In the IIS Server dialog box, click the Web site that you want to use in the list.
i. In the Domain Name dialog box, the fully qualified domain name (FQDN) of your Instant
Messaging virtual server is automatically displayed. This information is gathered from the host
header data that is associated with the Web site that you selected.
j. In the Host Server dialog box, click to select the Allow this server to host user accounts
check box. This means that the server is responsible for hosting users; otherwise, the server
becomes an Instant Messaging router that directs incoming Instant Messaging traffic to the
appropriate destination.
2. Create and configure a Domain Name System (DNS) service location (SRV) record:
a. Start the DNS.
b. Click the zone that you want.
c. Right-click that zone, point to Other New Records, point to Service Location, and then click
Create record.
d. In the Service box, type _rvp.
e. In the Protocol box, type _tcp.
f. In the Priority box, type 0.
g. In the Weight box, type 0.
h. In the Port Number box, type 80.
i. In the Host offering this service box, type the FQDN of the server.
Note The FQDN is the same as the FQDN that was displayed when you created the Instant
Messaging virtual server.
3. Enable a user for Instant Messaging:
a. Click Start, point to Programs, point to Microsoft Exchange, and then click Active Directory
Users and Computers.
b. In the console tree, double-click the domain, and then click Users.
c. Right-click the name of a user, click Exchange Tasks, and then click Next in the Welcome
dialog box.
d. Click Enable Instant Messaging, and then click Next.
e. Next to Instant Messaging Home Server, click Browse. In Select Instant Messaging Server,
in the Server name column, click the Instant Messaging virtual server that you created in step 1,
and then click OK.
f. When the server is displayed in the dialog box, click Next.
g. Click Finish.
Note Repeat the preceding steps as needed for any additional users that want to use the service.
4. Install the MSN Messenger Service client. You may use a computer that is running either Windows
2000 Server, Microsoft Windows 2000 Professional, Microsoft Windows NT Server 4.0, Microsoft
Windows NT Workstation 4.0, Microsoft Windows 95, or Microsoft Windows 98 to connect and
communicate with an Instant Messaging server. Winsock 2.0 must be installed on Windows 95
based-computers to use Instant Messaging. To install the MSN Messenger Service client:
a. Insert the Exchange Server CD.
b. Click Start, and then click Run.
c. Click Browse, locate drive_letter:\Instmsg\I386\Client\Usa\Mmsetup.exe (where drive_letter is
the letter of your CD-ROM drive), and then click OK.
d. Read the end user license, and then click Yes. The MSN Messenger Service client is installed.
e. In the Welcome to MSN Messenger Service dialog box, click Next.
f. In the Provide Microsoft Exchange Instant Messaging information dialog box, type the e-mail
address of the Instant Messaging user that you want to configure in the following format
alias@domain_name.com
where alias is the Exchange 2000 alias and domain_name is the name of the domain.
g. In the Get a free passport dialog box, either import an MSN passport or use Exchange Instant
Messaging only, as applicable.
h. Click Finish.
After you install the MSN Messenger Service client, the client can log on to the Instant Messaging server
and communicate with other Instant Messaging clients.
Note The Instant Messaging client relies on Microsoft Internet Explorer for the connectivity settings. If
there is a period (.) in the user's Instant Messaging logon domain (for example,
[email protected]), Instant Messaging determines that the destination is "external." If Internet
Explorer has a proxy server defined for connectivity, this request is passed to the proxy server for a
connection.
How to Set Up and Use Chat Migration for Exchange 2000 Server
(Q262210)
Summary
This article describes how to set up and use the chat migration feature of Microsoft Exchange 2000
Server. This article covers:
• Pre-Installation Tasks
• How to Install the Microsoft Exchange 2000 Chat Service
• How to Configure and Migrate the Chat Service
More Information
Pre-Installation Tasks
Hardware Requirements
• Pentium 300 or faster
• 64 megabytes (MB) of RAM (128 MB RAM or more is recommended)
• 4 gigabytes (GB) hard disk space or more
• CD-ROM drive, netcards, mouse, and so on
Software Requirements
• Latest Microsoft Exchange Server 5.5 chat service pack
• Microsoft Windows 2000
• Exchange Server 5.5 Chat Service
• Exchange 2000 Chat Service
Note Because Exchange 2000 Chat Service and Exchange Server 5.5. Chat Service have the same
display name, Microsoft Exchange Chat, you need to change the previously installed service name. You
must also change the port designations because both services are configured by default to use the same
ports.
How to Install the Microsoft Exchange 2000 Chat Service
Hardware Requirements
• A cluster that is certified by Microsoft for Windows 2000. See the Microsoft Hardware Compatibility
List (HCL) from the following Microsoft Web site for a list of certified clusters:
http://www.microsoft.com/hcl/default.asp
• Sufficient resources (memory, shared storage, network bandwidth) on each node to support the
entire Exchange 2000 server if one node stops working.
Software Requirements
• Windows 2000 Server or Microsoft Windows 2000 Advanced Server
• Exchange 2000 Server or Enterprise Server
Pre-Installation Information
• By default, Microsoft Internet Information Service (IIS) version 5.0 is installed with Windows 2000
Server. However, Network News Transfer Protocol (NNTP) is not installed with IIS by default. NNTP
is a required component for Exchange 2000. Verify that both NNTP and Simple Mail Transfer
Protocol (SMTP) have been installed on each node of the cluster.
• A Domain Name System (DNS) server must be available for the domain.
• Do not install Exchange 2000 on both nodes at the same time.
• You must install Exchange 2000 using the same account with which you installed the cluster service.
In the rest of this article, this account is referred to as the "installation account." The account must be
a member of the Domain Admins security group, as well as a member of the Built-in/Administrators
group for each node in the cluster.
• The cluster service account must be a member of the Built-in/Administrators group on each node.
The cluster service account must also be granted "Exchange Full Administrator" privileges in the
Exchange organization if this is not the first Exchange 2000 server in the organization.
• To complete the ForestPrep phase of Exchange 2000 setup, the installation account must be a
member of the following Windows 2000 security groups: Domain Admins, Schema Admins, and
Enterprise Admins.
• For consistency, install Exchange 2000 on the same drive and folder on each computer and shared
storage device in the cluster. The default installation folder (for binary files, which are not shared) is
the local system drive. For the purpose of this article, Exchange 2000 binary files are installed to
C:\Program Files\Exchsrvr, and the Exchange databases (Mdbdata) are installed to
S:\Exchsrvr\Mdbdata.
Note Earlier versions of Exchange Server 5.5 required that the Exchange Server binary files be
installed on a shared disk. This is no longer a requirement for Exchange 2000, and the binary files
are installed to a local drive, such as C:\Program Files\Exchsrvr, by default.
• Before you install Exchange 2000, be sure that the folder in which you will install all of the Exchange
shared data (that is, the Exchange information store or the Mdbdata folder) on the Physical Disk
resource is empty.
• You must install the same build of Exchange 2000 components on all nodes. In other words, do not
install a prereleased or beta version of Exchange 2000 on one node, and the released version of
Exchange 2000 on the other node.
• At a minimum, you must install Microsoft Exchange Messaging and Collaboration and Microsoft
Exchange System Management Tools on both nodes.
For additional information about installing Exchange 2000 on a non-clustered server, click the article
number below to view the article in the Microsoft Knowledge Base:
Q262068 XADM: How to Set Up Exchange 2000
How to Set Up Exchange 2000 on a Member Server
To install Exchange 2000 on a cluster, you need to perform the following four main steps:
• Prepare the forest.
• Prepare the domain.
• Install Exchange 2000 on each node.
• Configure the Exchange 2000 resources in Cluster Administrator (Exchange 2000 virtual servers).
Prepare the Forest
Before you can install Exchange 2000 anywhere, you must extend the Windows 2000 Active Directory
schema and create certain essential security groups. To do this, you must run ForestPrep.
To run the forestprep command in a forest that does not contain earlier versions of Exchange Server (for
example, Exchange Server 5.5):
1. Insert the Exchange 2000 CD-ROM in your CD-ROM drive.
2. Click Start, and then click Run.
3. In the Open box, type CD_drive_letter\setup\i386\setup /forestprep, where CD_drive_letter is the
letter of your CD-ROM drive.
4. In the Welcome dialog box, click Next.
5. In the End User License Agreement (EULA) dialog box, read the EULA, and if you agree to the
terms, click I agree, and then click Next.
6. In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-
ROM, and then click Next.
7. In the Component Selection dialog box, verify that the action next to Exchange 2000 Server is
ForestPrep, and then click Next.
8. In the Installation Type dialog box, click Create an Exchange 2000 Organization.
9. In the Organization Name dialog box, type the name of your new organization. Remember that after
you type a name for your Exchange 2000 organization, you cannot change that name.
10. In the Exchange 2000 Administrator Account dialog box, type the name of the user or group that is
responsible for installing Exchange 2000. The account that you specify will also have permission to
create all levels of Exchange 2000 administrator accounts with the Exchange Administrative
Delegation Wizard. Click Next.
11. When the ForestPrep process begins, a dialog box prompts you to verify the schema update. Click
OK.
12. In the Completion dialog box, click Finish.
To run the forestprep command in a forest that does contain an earlier version of Exchange Server (for
example, Exchange Server 5.5):
1. Click Start, and then click Run.
2. In the Open box, type CD_drive_letter\setup\i386\setup /forestprep, where CD_drive_letter is the
letter of your CD-ROM drive.
3. In the Welcome dialog box, click Next.
4. In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click
I agree, and then click Next.
5. In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-
ROM, and then click Next.
6. In the Component Selection dialog box, verify that the action that corresponds to the topmost node,
Exchange 2000 Server, is ForestPrep, and then click Next.
7. In the Installation Type dialog box, select Join an existing Exchange 5.5 Organization.
8. In the Select a Server from an Exchange 5.5 Organization dialog box, type the computer name of
a server that resides in an existing Exchange Server 5.5 site. You must install your first instance of
Exchange 2000 in this Exchange Server 5.5 site. The server that you specify must be running
Exchange Server 5.5, Service Pack 3 or later.
9. In the Exchange 2000 Administrator Account dialog box, type the name of the user or group that is
responsible for installing Exchange 2000. This user or group will be able to create Exchange 2000
administrator accounts throughout the forest by using Exchange Administrative Delegation Wizard.
10. In the Service Account dialog box, type the account name and password for the existing Exchange
Server 5.5 service account, and then click Next.
11. When the ForestPrep process begins, a dialog box prompts you to verify the schema update. Click
OK.
12. In the Completion dialog box, click Finish.
Prepare the Domain
You need to run DomainPrep in each Windows 2000 domain that you want to install Exchange 2000 in.
Before you can run the DomainPrep process, replication of the schema updates by the ForestPrep
process must finish.
Note If you are running the domainprep command in the same domain in which you ran the forestprep
command, skip steps 5 and 6.
To run the domainprep command in a domain:
1. Insert the Exchange 2000 CD-ROM in your CD-ROM drive. You can run the domainprep command
on any computer that is running Windows 2000 Server in the domain.
2. Click Start, and then click Run.
3. In the Open box, type CD_drive_letter\setup\i386\setup /domainprep, where CD_drive_letter is
the letter of your CD-ROM drive.
4. In the Welcome dialog box, click Next.
5. In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click
I agree, and then click Next.
6. In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-
ROM, and then click Next.
7. In the Component Selection dialog box, verify that the action that corresponds to the topmost node,
Exchange 2000 Server, is DomainPrep, and then click Next.
8. In the Recipient Update Server dialog box, type the name of the computer that you want to be the
Exchange 2000 recipient update server for this domain. This computer must not be installed yet, but
a computer account must exist in the Active Directory Users and Computers Microsoft Management
Console (MMC) snap-in. When you install the first instance of Exchange 2000 in this domain, that
instance must use the computer account that you enter in this step. Click Next.
9. In the Completion dialog box, click Finish.
Install Exchange 2000 on Each Node
After you extend the schema with ForestPrep, and prepare the domain with DomainPrep, you can install
Exchange 2000 on the cluster. Install Exchange 2000 completely on one node before you began to install
Exchange 2000 on the other node.
Note If you are installing the Exchange 2000 cluster in an existing Exchange Server 5.5 organization,
the Exchange 2000 cluster may not be the first Exchange 2000 server in a site, and the Exchange 2000
cluster may not be a bridgehead server. This is because the Exchange 2000 Site Replication Service
(SRS) is not currently supported in a clustered environment, and Exchange 2000 requires an SRS to
exist in a mixed Exchange 2000 and Exchange Server 5.5 environment. For more details about
clustering, see Chapter 20 of the Exchange 2000 Server Deployment Guide, which can be found in the
Docs folder on the Exchange 2000 Server installation CD-ROM.
The following procedure describes how to install Exchange 2000 on a cluster in a forest that contains no
earlier version of Exchange Server (for example, Exchange Server 5.5). The second procedure describes
how to join an Exchange 2000 cluster to an existing Exchange Server 5.5 site.
To install Exchange 2000 in a forest that contains no earlier versions of Exchange Server:
1. Log on to the first node of the cluster by using the cluster service account.
2. Insert the Exchange 2000 CD-ROM in your CD-ROM drive. The Microsoft Exchange Server 2000
dialog box should be displayed automatically. If the dialog box is not displayed automatically:
a. Click Start, and then click Run.
b. Click Browse, and then click Setup.exe in the I386 folder on your Exchange 2000 CD-ROM.
c. Click Open, and then click OK.
3. In the Microsoft Exchange Server 2000 dialog box, click the Setup tab, and then click Exchange
Server Setup.
4. In the Welcome dialog box, click Next.
5. In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click
I agree, and then click Next.
6. In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-
ROM, and then click Next.
7. In the Component Selection dialog box, ensure that Install is displayed for the nodes in the Action
column next to Microsoft Exchange Messaging and Collaboration and Microsoft Exchange
System Management Tools. If not, click Install for the Action.
8. To change the drive location of the installation, click Microsoft Exchange, and then click Change
Folder. For information about available drives and their corresponding available disk space, click
Disk Information. By default, the Exchange 2000 binary files are installed to the local system drive
on each node (for example, C:\Program Files\Exchsrvr).
9. In the Licensing Agreement dialog box, read the per-seat licensing agreement. To continue, click I
Agree, and then click Next.
10. In the Installation Summary dialog box, verify your information, and then click Next.
11. In the Completion dialog box, click Finish.
12. When Exchange 2000 Setup is finished on the first node, repeat the preceding process on the
second node of the cluster.
To install Exchange 2000 in a forest that contains earlier versions of Exchange Server (for example,
Exchange Server 5.5):
1. Log on to the first node of the cluster by using the cluster service account.
2. Insert the Exchange 2000 CD-ROM in your CD-ROM drive. The Microsoft Exchange Server 2000
dialog box should be displayed automatically. If the dialog box is not automatically displayed:
a. Click Start, and then click Run.
b. Click Browse, and then click Setup.exe in the I386 folder on your Exchange 2000 CD-ROM.
c. Click Open, and then click OK.
3. In the Microsoft Exchange Server 2000 dialog box, click the Setup tab, and then click Exchange
Server Setup.
4. In the Welcome dialog box, click Next.
5. In the Component Selection dialog box, ensure that Install is displayed for the nodes in the Action
column next to Microsoft Exchange Messaging and Collaboration and Microsoft Exchange
System Management Tools. If not, select Install for the Action.
6. To change the drive location of the installation, click the top node, click Microsoft Exchange, and
then click Change Folder. For information about available drives and their corresponding available
space, click Disk Information. By default, the Exchange 2000 binary files are installed to the local
system drive on each node (for example, C:\Program Files\Exchsrvr).
7. In the Licensing Agreement dialog box, read the per-seat licensing agreement. To continue, click I
Agree, and then click Next.
8. In the Administrative Groups dialog box, click the administrative group that corresponds to the
name of the Exchange Server 5.5 site that the computer that you specified in ForestPrep resides in,
and then click Next.
9. In the Routing Groups dialog box, click the routing group that corresponds to the name of the
Exchange Server 5.5 site that the computer that you specified in ForestPrep resides in, and then click
Next.
10. In the Installation Summary dialog box, verify your information, and then click Next.
11. In the Completion dialog box, click Finish.
12. When Exchange 2000 Setup is finished on the first node, repeat the preceding process on the
second node of the cluster.
Note When you install Exchange 2000 on a cluster, be sure to use the same account that was used to
install the Cluster services. If you do not use this account, the following error message is displayed:
An unknown error has occurred. Facility: Win32 ID no: c0075000 Microsoft Exchange Cluster
Administrator Extension.
Configure the Exchange 2000 Resources in Cluster Administrator (Exchange 2000 Virtual
Servers)
The final step in configuring Exchange 2000 on a Windows 2000 cluster is to configure the cluster
resources in Cluster Administrator. To configure the cluster resources in Cluster Administrator, you need
to:
• Create a resource group for Exchange 2000.
• Create an IP Address resource.
• Create a Network Name resource.
• Add disk resources to the resource group.
• Create the Exchange 2000 System Attendant resource.
Create a Resource Group for Exchange 2000
1. On the first node of the cluster, click Start, point to Administrative Tools, and then click Cluster
Administrator.
2. Right-click the Groups container, click New, and then click Group.
3. The New Group Wizard starts. In the Name box, type Exchange Group.
4. In the Description box, type a description of this group (optional). Click Next.
5. In the Preferred Owner dialog box, verify that there is either one or no cluster node listed in the
Available nodes box, and then click Finish. Exchange Group is displayed under Groups.
Note The Preferred Owner dialog box must not contain both nodes in the cluster. If both nodes are
made preferred owners and one node stops working, Exchange Server would failover and failback
repeatedly, which effectively takes the entire resource offline.
Create an IP Address Resource
1. Right-click Exchange Group, point to New, and then click Resource.
2. The New Resource Wizard starts. In the New Resource dialog box, type Exchange IP Address in
the Name box.
3. In the Description box, type a description (optional).
4. In the Resource Type box, click IP Address. Verify that the Group box contains Exchange Group.
5. In the Possible Owners dialog box, verify that both nodes appear in the Possible owners box.
6. In the Dependencies dialog box, verify that no resources appear in the Resource dependencies
box.
7. In the TCP/IP Address Parameters dialog box, type the static IP address and subnet mask for this
virtual server.
Note It is highly recommended that the Exchange cluster have its own dedicated static IP address,
separate from all other resources (including the quorum) that are defined in Cluster Administrator.
Create a Network Name Resource
1. Right-click Exchange Group, point to New, and then click Resource. The New Resource Wizard
starts.
2. In the New Resource dialog box, type Exchange Network Name in the Name box. In the Resource
type box, click Network Name.
3. In the Possible Owners dialog box, verify that both nodes are displayed in the Possible owners
box.
4. In the Dependencies dialog box, click Exchange IP Address in the Available resources box, and
then click Add.
5. In the Network Name Parameters dialog box, type a name for the Exchange Server computer in the
Name box. This is the network name that identifies this Exchange virtual server on your network.
Click Finish.
Add Disk Resources to the Resource Group
To add disk resources to the resource group, move the disk to the Cluster Group node:
1. Click Start, point to Administrative Tools, and then click Cluster Administrator.
2. In the Groups container, click the resource group that contains the Physical Disk resources that you
want to store the Exchange databases on. Drag the disks to the Exchange Group container.
Create the Exchange 2000 System Attendant Resource
1. Right-click Exchange Group, point to New, and then click Resource.
2. In the New Resource dialog box, type a name and a description of the resource. In the Resource
Type box, click Microsoft Exchange System Attendant. In the Group box, click Exchange Group.
3. In the Possible Owners dialog box, verify that both nodes in the cluster are displayed in the
Possible owners box.
4. In the Dependencies dialog box, click to select the Exchange Network Name and Physical Disk
check boxes under Resource dependencies, and then click Add.
5. In the first Exchange dialog box, click the administrative group and routing group that you want to
manage the virtual server.
6. In the Account and Password dialog box, enter a valid user name and password.
7. In the Data Directory dialog box, verify the location of the data files (for example, S:\Exchsrvr), and
then click Next.
8. To bring the service online, right-click Exchange Group, and then click Bring Online.
After you successfully create the Exchange System Attendant resource, the Exchange System Attendant
resource automatically creates all other virtual servers for the cluster. These servers include the
following:
• Exchange Information Store Instance
• Exchange Message Transfer Agent Instance
• Exchange Routing Service Instance
• SMTP Virtual Server Instance
• Exchange HTTP Virtual Server Instance
• Exchange IMAP4 Virtual Server Instance
• Exchange POP3 Virtual Server Instance
• Exchange MS Search Instance
For More Information
For more information about planning and deploying Exchange 2000 in a clustered environment, see
Chapter 20 on "Clustering" in the Exchange 2000 Deployment Guide, in the Docs folder on the Exchange
2000 Server installation CD-ROM. The Exchange 2000 online documentation is also an outstanding
source of general and specific information about the product. You can view the online documentation by
opening the Exadmin.chm file in the Setup\I386\Exchange\Bin folder on the Exchange 2000 Server
installation CD-ROM.
Hardware
Microsoft Windows 2000 Server-based computer
• Pentium 166 or faster
• 128 megabytes (MB) RAM
• 1 gigabyte (GB) of available hard disk space
Exchange 2000 Server computer
• Pentium 133 or faster
• 64 MB RAM
• 500 MB of available hard disk space
Software
• Windows 2000 Server
• Exchange 2000 Server
How to Install the ADC
1. On the Windows 2000-based server, run Setup from drive:\\Adc\Setup.exe, where drive is the letter
of your CD-ROM drive.
2. On the Welcome page, click Next.
3. Click to select both the Microsoft Active Directory Connector Service component check box and
the Microsoft Active Directory Connector Management components check box, and then click
Next.
4. Specify the location where you want to install the ADC, and then click Next.
5. Specify the name and password of the service account that will run the ADC, and then click Next.
6. Setup installs the services and modifies the registry. When Setup is finished, click Finish.
How to Configure the Connection Agreement
1. On the Start menu, point to Programs, point to Administrative Tools, and then click Active
Directory Connector Management.
2. Right-click Active Directory Connector, point to New, and then click Connection Agreement.
On the General tab:
a. Enter the name of the Connection Agreement in the Replication Direction box.
b. Click the Two-way option.
c. Click OK when you receive the following message:
The connection agreement must now write to the Exchange directory.
d. Select the Active Directory Connector service that you want.
Note If this is the first installation, there will only be one service available to select.
On the Connections tab:
a. Under Windows Server Information:
1. Verify that:
The Server field contains the name of your Windows 2000-based server.
Authentication defaults to "Windows Challenge/Response".
The account that you are using has write permissions to the directory because this is a two-
way agreement, and read and write permissions are necessary.
2. Set the Connect as field to "Modify".
b. Under Exchange Server Information:
1. Verify that:
The Server field contains the name of your Exchange 2000 server.
Authentication defaults to "Windows Challenge/Response".
The account that you are using has write permissions to the directory because this is a two-
way agreement, and read and write permissions are necessary.
2. Set the Connect as field to "Modify".
On the Schedule tab:
Set Replication time to "Always".
Note The ADC automatically replicates all objects on the first replication cycle, so selecting the
Replicate the entire directory the next time the agreement is run check box will not affect the first
replication cycle.
On the From Exchange tab:
a. In the Exchange Recipients containers, click Add, and then add the Recipients container from
your Exchange 2000 server.
b. In the Default destination box, click Modify, and then click the appropriate Users container.
c. Verify that all objects in the Select the objects that you want to replicate box are selected
(default).
On the From Windows tab:
a. In the Windows organizational units box, click Add, and then add the Users container.
b. In the Default destination box, click Modify, and then click the appropriate Recipients container.
c. Verify that all objects in the Select the objects that you want to replicate box are selected
(default).
How to Configure the ADC