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May 1997

Planning a Large-Scale Exchange Implementation


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How do you plan for an implementation of Microsoft Exchange Server? What steps can you take to ensure success, or at least avoid some pitfalls along the way? I can easily discuss this topic at length, certainly beyond what can fit in one magazine article. Instead, I'll just focus on the most important aspects of deployment planning for Microsoft Exchange Server, reflecting on my experience of the past 18 months working with the product in a variety of corporate situations. Some ideas I'll discuss here won't be new to anyone who has installed Exchange, but some ideas might surprise you. You'll know what makes sense for your environment. My comments are generic whereas your knowledge isn't, so your own experience will always win out in the end. The four most important aspects of any Exchange deployment are Windows NT infrastructure, network connections and bandwidth, the shape of the Exchange organization, and server connections.

Organizing Exchange in NT
Computers run Exchange within a somewhat inflexible hierarchical arrangement known as an organization. An organization is subdivided into sites, which are closely connected groups of server computers that communicate continually. Screen 1, shows an Exchange organization with 10 sites. An Exchange organization is mapped on the NT infrastructure and the available network. The easiest Exchange implementation follows two simple principles:

1. All servers operate inside the same NT domain. In large implementations, this principle usually means that you create a separate resource domain for Exchange. You do not create user accounts in the resource domain, only an account for Exchange administration (the service account).

2. You install and operate Exchange on dedicated servers. In particular, no potentially contending database-type application such as Systems Management Server (SMS) or SQL Server runs on the same computer as Exchange. Ensure that the server is neither a Primary Domain Controller (PDC) nor (less important) a Backup Domain Controller (BDC). To refine this principle, you can configure some Exchange servers to handle messaging and some to run connectors.

The real skill in Exchange design comes in knowing when to compromise one principle to arrive at a pragmatic design that meets your needs and is flexible enough to permit evolution. For example, you can connect Exchange servers across multiple NT domains. Many people do so because their NT domain structure wasn't well planned or they decide to separate users and computers into different domains.

Exchange's basic method of communication is to send messages between servers, and as long as a messaging connection is possible (for example, sending Simple Mail Tranfer Protocol-- SMTP--messages between servers), messages will flow. Messages include directory replication and public folder hierarchy and content replication, and interpersonal notes that users send each other.

Having one unified security context is best (the result of placing all Exchange servers into the same domain) because the finer points of Exchange can operate without hindrance. These points include single-seat server administration, public folder affinity, and message tracking.

Public folder replication gets a lot of attention, largely because of the inevitable comparisons people make with the replication mechanism of Lotus Notes. However, public folder affinity, which is the ability to direct all access to public folder contents to one or more predefined (and costed) points within the Exchange organization, is valuable because it reduces the amount of duplicated data floating around the network. Public folder affinity also allows more control over document content that you don't want replicated.

Affinity depends on clients having access to the servers where the content is stored, which can be outside the client's NT domain. This approach requires a trust relationship. Or better still, if all of the Exchange servers share a unified security context, affinity can proceed on automatic pilot because the client's security credentials are acceptable to all servers within the organization. Of course, you can establish a unified security context through two-way trust relationships between NT domains, but this approach is hardly elegant and not viable when more than three or four domains are involved.

Operating Exchange on dedicated computers is the luxury approach and valuable when things go wrong. Take email, which is now a mission-critical application for many companies. When email servers go down, users demand immediate reinstatement and give little credit to MIS departments that can't fulfill that demand.

When things go wrong, you want a simple checklist of what to do to restore service quickly, instead of having to mess around to rebuild a complex server. I know instances where getting a server back online after hardware failures took two or more days. Such delay is unacceptable when the CEO is waiting for email. You can operate dedicated servers and make sure you protect those servers with UPS and RAID devices.

Accidents happen, computers fail, and software has bugs. These three truths of computing mean that you need to be sure that you can get the company email system online quickly after catastrophic hardware failures, minor hardware failures, and botched software upgrades or other accidents of systems administration life.

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