Thursday, 22 January 2015

Install and configure Exchange 2013 on Windows 2012 R2

Server licenses:

With this license type, a license must be assigned for each instance of the server software that is being run. There are two server editions:

Standard: designed for the mailbox needs of small to midsize organizations. Also appropriate for non-mailbox roles in a larger Exchange deployment. This edition supports 1 to 5 mailbox databases.

Enterprise: designed for larger organizations that may require a greater number of mailbox databases. This edition supports 1 to 100 mailbox databases.

When virtualising Exchange:

# vCPU =< # pCPU cores of a NUMA node
vRAM =< pRAM of a NUMA node
(If you have to cross NUMA boundary, you may need to map vCPUs to cores across multiple sockets, otherwise the CPU scheduler will move vCPUs around if needed.)

Ensure the allocated memory is reserved as Exchange does not support dynamic memory management.

Use multiple vSCSI controllers for data drives.
Use SCSI Passthrough or Paravirtual SCSI (PVSCSI) disks if they perform faster than e.g. LSA.

Only block-level storage is supported.
Hyper-V Live Migration and VMware vMotion are supported. 
VMware vSphere HA failover is supported.

Hyper-V Quick Migrataion is not supported.
Hypervisor snapshots (due to DAG replication issues), differencing and dynamically expanding disks are not supported.

Minimum hardware resources:

vCPU: up to 16 per VM, supported vCPU to core ratio is 2:1 (1:1 is recommended). 
RAM: 8 GB for Mailbox and 4 GB for CAS, or 8 GB for both roles on the same VM.
Windows page file: static size = RAM GB + 10MB.
Storage: 30 GB for Exchange installation files.
              500 MB for each UM language pack.
              500 MB for the message queue database.
              Use the calculator to determine the transport DB size as it sits in OS drive.
Active Directory prerequisites:

Forest/Domain functional level at least Server 2003.
Every site requires DC and GC (RODC is not supported).
AD CPU power:  ~1 AD CPU core per 8 Mailbox server CPU cores.
Prepare AD schema needs to be performed in the same domain and site where AD schema master resides.

Find the schema master:
netdom query /domain:domain name fsmo

Setup /PrepareSchema (prepares the schema)
Setup /PrepareAD /OrganizationName:Organisation Name (prepares the schema and AD)
Setup /PrepareDomain (prepares the local domain)
Setup /PrepareDomain: FQDN of the Domain
Setup /PrepareAllDomains (prepares all domains)

Install prerequisite features:

Install Remote Server Administration Tools Admin Pack:

Install-WindowsFeature RSAT-ADDS

Install the required Windows components:

Install-WindowsFeature AS-HTTP-Activation, Desktop-Experience, NET-Framework-45-Features, RPC-over-HTTP-proxy, RSAT-Clustering, RSAT-Clustering-CmdInterface, RSAT-Clustering-Mgmt, RSAT-Clustering-PowerShell, Web-Mgmt-Console, WAS-Process-Model, Web-Asp-Net45, Web-Basic-Auth, Web-Client-Auth, Web-Digest-Auth, Web-Dir-Browsing, Web-Dyn-Compression, Web-Http-Errors, Web-Http-Logging, Web-Http-Redirect, Web-Http-Tracing, Web-ISAPI-Ext, Web-ISAPI-Filter, Web-Lgcy-Mgmt-Console, Web-Metabase, Web-Mgmt-Console, Web-Mgmt-Service, Web-Net-Ext45, Web-Request-Monitor, Web-Server, Web-Stat-Compression, Web-Static-Content, Web-Windows-Auth, Web-WMI, Windows-Identity-Foundation

Install prerequisite tools:

Unified Communications Managed API 4.0 Runtime
Microsoft Office 2010 Filter Packs (these are already included with Search Foundation, except for OneNote and Publisher files)
Service Pack 1 for Microsoft Office Filter Pack 2010(KB2460041) 64-bit Edition

Prepare Active Directory:

Take a full backup of Active Directory.

Extend AD schema - the account needs to be in Schema and Enterprise Admins groups:

D:\Exchange 2013>Setup /PrepareSchema /IAcceptExchangeServerLicenseTerms

Wait for the AD replication to complete - use repadmin to confirm.

Prepare AD - the account needs to be a member of Enterprise Admins group:

Make sure the changes to schema have been replicated to all DCs before preparing AD.

D:\Exchange 2013>Setup /PrepareAD /OrganizationName:Organisation Name /IAcceptExchangeServerLicenseTerms

Wait for the AD replication to complete - use repadmin to confirm.

Prepare AD Domains - the account needs to be a member of Enterprise Admins group:

Make sure the changes to AD have been replicated to all DCs before preparing domain(s).

D:\Exchange 2013>Setup /PrepareAllDomains /IAcceptExchangeServerLicenseTerms

Install Exchange Server

Create external DNS records:

A RR: point it to Edge or CAS server.
PTR RR: point it to A RR above.
MX RR: point it to A RR above.
SRV RR: name it _autodiscover._tcp.<smtpdomain>
or if SRV RRs are not supported:
CNAME RR: name it "" and point it to A RR above.
SPF RR:      IN TXT     "v=spf1 mx a -all"


Add additional Receive connectors if required.
Create a new Send connector and select email servers or point it to an SMTP smart host.

Exchange 2013 prerequisites
Exchange 2013 Server Role Requirements Calculator
Exchange Server 2013 licensing
Microsoft Exchange Server Deployment Assistant
Prepare Active Directory and domains

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