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September 1996

Seven Tasks to Get Started with Microsoft Exchange


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SideBar    Exchange’s Core Components, Installation Tips

Exchange Server 4.0 is this thing. It's packed with so much function and so many features that you wonder whether all things will be possible with it, or--because of all the functions and features--whether anything will be possible. Exchange is a powerful Windows NT client/server email application. It combines scheduling, folders (the basis of information sharing), and custom forms with database access and connectors to Exchange and non-Exchange systems.

So, Exchange allows mission-critical email capability and much more on an NT Server. When did email become mission critical? At our company, it happened on the first day we used email as the primary line of communication with customers (I think it was a Tuesday). "Exchange's Core Components" gives a basic picture of it. Because Exchange runs on NT, you also get the benefit of NT's native reliability. Exchange's client/server architecture provides an extensible platform that lets you easily add Exchange servers when your message traffic begins to strain your hardware. You can also readily add people--and, more important, groups of people--to your Exchange-based system.

Several features, such as Exchange's transaction log files and its link and server monitors, make it a good choice for mission-critical applications. Exchange logs transactions to the databases in separate transaction log files for each database. This feature means you can use a combination of the database backup and the incremental log files to perform database recovery. Transaction logging also improves overall system performance, because Exchange writes database activity to the sequential log file and then updates the database from the log. Additionally, transaction logs allow for hot, or online, database backups, a requirement for 24 X 7 operation.

SQL Server's implementation of transaction logging makes sizing and locating transaction log files part of database creation. In contrast, Exchange's implementation runs an optimization program during installation and determines the best location (database path) and size for the database and transaction log files, based on your answers to the questions about users, number of messages, and so on. You can change the database paths as necessary. An NT backup removes the transaction logs, or if you activate circular logging (in the Advanced Properties dialog accessible in the Servers menu of the Exchange Administrator), Exchange can write over previous transaction logs as necessary.

Exchange's link monitor lets you monitor external connections, such as your connection to the Internet. The link and server monitors show the status of your entire email network and can send email to report problems on the network. This capability lets you repair such problems before your email users call you. And don't forget the message tracking feature, which lets you follow a message to its recipient. This feature is good for those support calls that start, "I sent a message to Elmer in Duluth, and he says he didn't get it."

Add to these features data replication, dynamic server failover, and least-cost routing, and you have a system that supports a high-traffic email environment. Microsoft internally stores about 5GB of message data per day on its Exchange system.

Getting Started
So this thing, Exchange, makes a lot possible. The problem is getting started with it. And if you already have an email system, the hardest part about starting is answering the question, "How can I use Exchange without disrupting my existing system?" Without having to know the product inside out and backwards, you can get results from Exchange as soon as you install it ("Installation Tips," page 118, offers some help). In fact, I'll show you seven useful tasks you can do immediately: convert selected email accounts to post to the Exchange server, post information to a folder, use Inbox Assistant to organize your email, take folders on a road trip, create a conference registration form to post information to a public folder, track an email message, and monitor your connection to the Internet and to other Exchange servers.

Convert Selected Email Accounts
You can begin to send and receive email via Exchange without changing the rest of the company's email system--meaning you can test and learn Exchange without affecting day-to-day business operations. Here are two ways to accomplish this feat. The first is to configure an Internet Simple Mail Transfer Protocol (SMTP) service on the client. To do so, you open the Exchange client, select Services from the Tools menu, add the Internet Mail service to the services list, and enter the personal and mailbox information as you see in Screen 1. When you restart the Exchange client, your SMTP and Internet email will post to it. This method will move the mail directly to your client, not to the Exchange Server.

The second approach is to forward your Internet mail from an existing Internet post office to the Exchange server (most post office software has forwarding capability). Be sure to set up an SMTP address in the recipient properties email address page that matches the forwarded address. When you're ready to convert your entire organization to Exchange, alter the Domain Name System (DNS) entries to point all Internet email to an individual DNS entry to the Exchange server. If an Internet Service Provider (ISP) handles your DNS services, make sure the ISP clearly understands the DNS changes.

Post Information to a Folder
Posting information to a folder is how you store, share, and retrieve information in Exchange. To create a public folder, you click the plus sign next to the Public Folders icon. Then highlight All Public Folders, select New Folder from the File menu, and enter a new folder name. You'll see the new folder on the right side of the screen.

To post information to the folder, select an existing document from your system and drag it to the new folder. Keeping the same folder open, select Compose from the Exchange client menu, and then select New Post in This Folder. Fill out the keywords and subject. You can add text to the message box on the form or paste text from a document into the message box. Click Post when you finish. You'll see the document you posted and the message you added in the new folder. If you use Microsoft Office 95 7.0 applications, you'll notice that Exchange adds the Post to Exchange Folder option to their File menus. This option lets you post your documents directly to an Exchange folder.

Use Inbox Assistant
Inbox Assistant automatically organizes incoming email for you based on criteria you specify. You can have Inbox Assistant copy a message to a folder, move a message to a folder (leaving the original message in the inbox), forward a message to another user, reply to the sender, or create an automatic response to a message.

For example, I want Inbox Assistant to copy all my email from Linda at Duke Communications to a folder called News400. Here's how I set it up: I Select Inbox Assistant from the Tools menu and choose Add Rule to create a new rule. Screen 2 shows the Edit Rule dialog, which is for editing and adding rules. In the From field, I enter the address (lindah@duke.com). I want only mail that is sent to me, so I enter my name in the Sent To field. To have Inbox Assistant alert me when I get messages that meet these criteria, I click the Alert with check box (you can customize the alert you want to receive by clicking Action). To tell Inbox Assistant to copy the message to my News400 folder, I click the Copy to check box and enter the folder name. Then I click OK, and Inbox Assistant presents a screen showing the rule I just set up.

Inbox Assistant is especially handy for organizing email you receive regularly. For instance, if you subscribe to an electronic newsletter, you can have one copy delivered to a special email address and use Inbox Assistant to put the newsletter in a public folder so everyone can read it.

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