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Presented by:
Implementing
and Managing
Exchange Server
2003
Will Schmied
Orin Thomas
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07 06 05 04 4 3 2
Project Editor
Trademarks Tonya Simpson
All terms mentioned in this book that are known to be trademarks or
service marks have been appropriately capitalized. Que Publishing can-
not attest to the accuracy of this information. Use of a term in this Copy Editor
book should not be regarded as affecting the validity of any trademark Karen Annett
or service mark.
2
Installing, Configuring,
and Troubleshooting
Exchange Server 2003 in
a New Exchange
Environment
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Introduction
This chapter deals with the exam topics that you will need to understand in
regard to installing Exchange Server 2003 in a new Exchange environment.
Topics regarding Exchange being installed in an existing environment, such
as an upgrade from Exchange Server 5.5 or Exchange 2000 Server, are cov-
ered in Chapter 3, “Upgrading, Integrating, and Troubleshooting Exchange
Server 2003 in Mixed Environments.”
Although this chapter does cover the installation of Exchange Server 2003,
it is not an installation guide.
It is worth noting here that what you are required to know for the 70-284
exam is not all that you need to know to successfully deploy Exchange Server
2003 in a production environment. Several good references dealing with how
to install Exchange Server 2003 are listed at the end of this chapter in the
“Need to Know More?” section.
Exchange Server 2003 is the newest version of Microsoft’s popular and pow-
erful enterprise-level messaging server. Some differences between Exchange
Server 2003 and Exchange 2000 Server include the operating systems on
which it can be installed:
➤ Exchange Server 2003 runs on Windows 2000 Server and Windows
Server 2003.
➤ Exchange 2000 Server only runs on Windows 2000 Server.
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To further prepare yourself, we recommend that you install Exchange Server 2003
several times. This will help you become more familiar with the necessary installa-
tion steps to set up Exchange Server 2003 successfully.
Table 2.1 Differences Between Exchange Server 2003 Standard and Enterprise
Editions
Exchange Server 2003, Exchange Server 2003,
Standard Edition Enterprise Edition
Maximum database size of 16GB Maximum database size 16TB
Clustering not supported Clustering supported
X.400 connector not included X.400 connector included
One mailbox information store Four storage groups with five databases
per server per storage group per server
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➤ Hardware requirements
➤ Forest preparation
➤ Domain preparation
Figure 2.1 The splash screen that is displayed when you insert the Exchange Server 2003 CD-ROM.
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Hardware Requirements
To function effectively, Exchange Server 2003 must be installed on a server
system that is sufficiently well provisioned with adequate hardware.
Microsoft has published minimum and recommended hardware require-
ments to help you determine whether your current machines are adequate or
what specifications new machines must have. In the real world, an adminis-
trator would be unlikely to install a new product, such as Exchange Server
2003, on a system with dated hardware, but exam candidates should be able
to identify the minimum and recommended specifications, lest they appear
on the 70-284 exam.
The requirements for the Enterprise Edition of Exchange Server 2003 are relatively
similar to that of the Standard Edition. The main difference is in the recommended
processor speed, 733MHz or compatible Intel Pentium on the Enterprise Edition ver-
sus 550MHz on the Standard Edition.
Tables 2.2 and 2.3 list the minimum and recommended hardware require-
ments of both Exchange Server 2003 Standard and Enterprise editions.
(continued)
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the time that Exchange Server 2003 is installed. These services must be
installed, configured, and running regardless of whether Exchange Server
2003 is being installed on Windows 2000 Server or Windows Server 2003.
These services can be installed (as shown in Figure 2.2) by going to the
Add/Remove Windows Components in the Add/Remove Programs applet of
Control Panel. The services that need to be installed and running for
Exchange Server 2003 installation to work are
➤ .NET Framework
➤ ASP.NET
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Figure 2.3 The Exchange Server 2003 deployment tools provide an intuitive way of installing the
messaging system.
Figure 2.4 The deployment tools checklist for the first Exchange Server 2003 system installed in an
environment without Exchange.
➤ The first item on the checklist for a new Exchange Server 2003 installa-
tion is to ensure, if you are running Windows 2000 Server, that the
appropriate service pack has been installed.
➤ The second item on the checklist is to ensure that NNTP, SMTP, and
the World Wide Web Service are installed and running. Windows
Server 2003 administrators need to verify that ASP.NET is installed.
NNTP, SMTP, and the World Wide Web Service are not installed by
default on Windows Server 2003. NNTP is the only one not installed
by default on Windows 2000 Server.
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➤ The third item on the checklist encourages you to install the Windows
Support Tools found in the Support folder of the Windows installation
media. The Windows Support Tools include DCDiag and NetDiag, utilities
you will run during items four and five of the checklist.
➤ The fourth item on the checklist is to run DCDiag. DCDiag is a command-
line tool that examines domain controllers. It is used to troubleshoot
DCs when there might be some problem that may interfere with the
operation of Exchange Server 2003. These tests include whether the DC
is registered in DNS, can be pinged, has LDAP and RPC connectivity,
checks replication errors, is advertising roles properly, whether appropri-
ate services are running, that the system is running without errors, and a
host of other checks. (An example output of DCDiag is shown in Figure
2.5.) More information on DCDiag can be located in the Windows
Support Tools help file after the tools have been installed.
The final three items on the checklist are running ForestPrep, running
DomainPrep, and then finally installing Exchange Server 2003. These steps
are covered in their own sections, later in this chapter.
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If you are installing subsequent Exchange Server 2003 servers in a domain, the
checklist provided by the Exchange Server deployment tools provides different
options. For example, there is no need to run ForestPrep or DomainPrep because
these steps have already been completed. Checklists also exist for situations in which
there is a preexisting Exchange Server 5.5 or Exchange 2000 Server environment;
these situations are covered in Chapter 3.
ForestPrep
Each domain in an Active Directory forest shares a common schema. The
schema is maintained by a single server in the forest. That server holds the
Schema Master role. Generally, the Schema Master is the first domain con-
troller installed in a forest. Do note that the Schema Master role can be
transferred, so the first domain controller might not always be the Schema
Master. Indeed, the Schema Master need not remain in the original forest
root domain.
To prepare Active Directory for Exchange Server 2003 installation, ForestPrep must
be run in the domain in which the Schema Master resides.
The ForestPrep utility (see Figure 2.7) extends the schema to include
enhancements specific to Exchange Server 2003. These enhancements
include specific AD classes and attributes. The ForestPrep utility also creates
a container object within AD for the Exchange Server 2003 organization.
ForestPrep only needs to be run once, unlike DomainPrep, which must be
run in each domain that will use Exchange in the forest. For those consider-
ing upgrading from Exchange 2000 Server to Exchange Server 2003, it is
important to realize that the schema extensions installed by running the
ForestPrep utility for Exchange Server 2003 are different than those
installed when you run the ForestPrep utility for Exchange 2000 Server.
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Hence, even if you have run ForestPrep when you installed Exchange 2000
Server, you need to do this again before you install Exchange Server 2003.
Installing Exchange Server 2003 in existing Exchange environments is cov-
ered more thoroughly in Chapter 3.
The account used to run the Exchange Server 2003 ForestPrep utility must
be a member of both the Schema Administrators and the Enterprise
Administrators group. If the account is not a member of both of these
groups, ForestPrep will not run correctly. While running ForestPrep, you
will be instructed to select a group or particular user account that has the
right to install and manage Exchange Server 2003 in all domains within the
forest (see Figure 2.8). This right is known as the Exchange Full Administrator
permission. This particular user or group has the authority to delegate fur-
ther Exchange Full Administrator permissions after the first Exchange
Server 2003 system is installed.
Running ForestPrep on a domain controller in the forest root domain, as
opposed to a member server in the forest root domain, speeds up the
ForestPrep process because replication of the changes will propagate more
quickly. Microsoft recommends that Exchange roles be delegated only to
Global or Universal security groups rather than Domain Local security
groups. This is less important in a situation in which there is only a single
domain in the forest.
You might want to create a special account to which you delegate the Exchange Full
Administrator permission, rather than to the regular domain administrator account.
This is more secure, and the account can be disabled when it is not in use.
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DomainPrep
After ForestPrep has been run to add the necessary extensions to the AD
schema, individual domains must be prepared by using the DomainPrep util-
ity (see Figure 2.9). DomainPrep works within a domain to create the neces-
sary groups and permissions that Exchange Server 2003 servers use to read
and modify user attributes. Running DomainPrep does the following:
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➤ Nests the global group Exchange Domain Servers into the local group
Exchange Enterprise Servers.
➤ Creates a container within AD for storing all mail-enabled public fold-
ers. This container is known as Exchange System Objects.
➤ Configures permissions for the Exchange Enterprise Servers group so
that the Recipient Update Service has the necessary rights to process
recipient objects within the directory.
➤ Performs preinstallation checks.
DomainPrep must also be run in the root domain, in domains that need to
contain mailbox-enabled users or groups (regardless of whether Exchange
will actually be installed in these domains), and in any domain that contains
users or groups who will be given permission to manage the Exchange Server
2003 organization.
The user who runs DomainPrep does not need to have any Exchange per-
missions. This user merely needs Domain Administrator permissions for the
domain in which DomainPrep is being run. Permissions required for specif-
ic installation steps are covered more fully in Table 2.4.
Table 2.4 Installation Steps and the Permissions Required to Perform Them
Action Permissions Required
Run ForestPrep on a DC in the domain Enterprise Administrator
that hosts the Schema Master. Schema Administrator
Domain Administrator
Local Machine Administrator
Run DomainPrep. Domain Administrator
Local Machine Administrator
Install Exchange Server 2003 on the Exchange Full Administrator role at the
first server in a domain. organizational level
Local Machine Administrator
Install Exchange Server 2003 on other Exchange Full Administrator role at the
systems within the domain. organizational level
Local Machine Administrator
Install the first connector. Exchange Full Administrator role at the
organizational level
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Figure 2.10 The error that occurs when attempting to run ForestPrep without the correct
permissions.
If ForestPrep is run in a domain other than the one in which the Schema
Master resides, it produces an error message instructing the administrator as
to which domain the utility should be run in. To rectify this error, run
ForestPrep in the domain containing the Schema Master.
Another problem that might occur is when ForestPrep cannot contact any
domain controller in the root domain of the forest (see Figure 2.11). In this
case, you need to go back to DCDiag and NetDiag to attempt to locate the prob-
lem. It might be that the server hosting the Schema Master is down or that
there is some other problem preventing communication between the server
on which you are running ForestPrep and the rest of the domain.
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Figure 2.12 The error message that occurs when DomainPrep is run without ForestPrep being run
first.
If there are connectivity problems, again attempt to resolve them via DCDiag
or NetDiag. Regardless of the permissions available, if a domain controller
cannot be contacted, DomainPrep will be unable to execute properly.
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After you begin the installation, you are confronted with the license agree-
ment and are then asked to enter the product ID key (though no key is
required with the evaluation version of the software). You are then present-
ed with the Component Selection screen, as shown in Figure 2.14.
Figure 2.14 Exchange Component Selection screen of the Microsoft Exchange Installation Wizard.
The options on the Exchange Component Selection screen are not highly
detailed like the options in installing Windows Server 2003. Essentially, you
are able to enable and disable particular services after you have installed
Exchange. For the most part, a typical Exchange installation is sufficient.
The Exchange Server 2003 connectors are covered in Chapter 3, which deals with
installing Exchange in preexisting Exchange environments as well as environments
that contain other messaging systems.
After you have selected your components, you proceed to the Installation
Type screen. This queries whether you want to create a new Exchange organ-
ization (see Figure 2.15) or join an existing Exchange Server 5.5 organization.
If you create a new Exchange organization, subsequently installed Exchange
Server 2003 systems join this organization automatically. Joining existing
Exchange Server 5.5 and 2000 organizations is covered in Chapter 3.
Organizations are different from routing and administrative groups. You can
have several routing and administrative groups within a single organization.
Every Exchange Server 2003 system installed within the forest is a member
of this organization. Organizations must have names between 1 and 63 char-
acters. Characters that can be used in the name include A through Z, a
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Figure 2.16 Select a name for the new Exchange Server 2003 organization.
After you have created the new organization, you are reminded about the
licensing conditions of Exchange Server 2003. Each client that accesses the
server must have an Exchange Server 2003 Client Access License (CAL). You
must agree to this condition for the installation to continue.
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You are then presented with an Installation Summary screen, which confirms
the options you chose on the Exchange Server 2003 Component Selection
screen. After you click the Next button, the installation proceeds. You are not
required to reboot the server after installation has completed.
Figure 2.17 An Exchange Server 2003 installation message indicating that several tasks must be
completed before installation can continue.
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such as ASP.NET, SMTP, NNTP, and WWW Publishing are installed, and
that these services are actually running. If an error has occurred that is stop-
ping these services from starting properly, this error needs to be resolved
before Exchange Server 2003 will install correctly.
Figure 2.18 Delegating the Exchange Full Administrator permission to other accounts via the
Exchange Management Tools.
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written to the event log. To rectify this problem, the boot.ini file on the serv-
er hosting Exchange needs to be updated with the /3GB and /USERVA switches.
For example,
multi(0)disk(0)rdisk(0)partition(1)\WINDOWS=”Windows Server 2003,
➥Enterprise” /fastdetect /3GB /USERVA
Figure 2.19 The Exchange Server Setup Progress log might provide clues as to why an installation
has failed.
Unattended Installations of
Exchange Server 2003
After the first Exchange Server 2003 system has been installed in an organi-
zation, future Exchange Server 2003 setup can be automated via the unat-
tended installation process. The unattended installation process uses an
answer file, which is a text file that stores all of the configuration settings that
the administrator is prompted for during a normal Exchange Server 2003
setup. It is important to note that the servers on which the unattended instal-
lations are run must conform to the requirements outlined earlier in the
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chapter. If they do not have the requisite services configured correctly, the
unattended installation will fail. Table 2.5 presents situations in which you
can and cannot use unattended installations.
Table 2.5 When You Can and Cannot Use Unattended Installations
Able to Use Unattended Installation Unable to Use Unattended Installation
Installing every Exchange Server 2003 Installing the first Exchange Server 2003
system after the first in an organization system in an organization
Installing the Exchange Server 2003 Installing Exchange Server 2003 as part of
System Management Tools a cluster
Running DomainPrep Installing Exchange Server 2003 in a
mixed Exchange environment
Upgrading from Exchange 2000 Server or
Exchange Server 5.5
Running ForestPrep
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It is important to note that the Standard Edition of Exchange Server 2003 does not
support clustering; only the Enterprise Edition does.
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servers are running Exchange using the same shared data files. Active/passive
clusters enable a computer that is otherwise idle to take over if the active
computer fails. Clustering in Exchange Server 2003 offers the following
improvements over clustering in Exchange 2000 Server.
➤ Volume mount point support
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After these services are enabled, the Exchange System Manager (shown in
Figure 2.20) can be used to control the services.
Figure 2.20 The Exchange System Manager can be used to control the IMAP4 and POP3 virtual
servers.
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Mixed mode is used when there are Exchange 2000 Server or Exchange Server 5.5
servers present.
Native mode is used when all Exchange servers are running Exchange Server 2003.
Native mode is also possible if Exchange 2000 servers are in use.
➤ Routing bridgehead servers use 8-bit MIME rather than 7-bit, reducing
bandwidth utilization.
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but are used to relay and manage traffic to back-end servers. Front-end
servers are often placed in network demilitarized zones (DMZs) between the
outer firewall and the inner firewall. To convert an Exchange Server 2003
system to a front-end server, you need to edit the Exchange Server proper-
ties in the Exchange System Manager, as shown in Figure 2.21. Front-end
and back-end servers are covered in more detail in Chapter 6, “Managing,
Monitoring, and Troubleshooting the Exchange Organization.”
Figure 2.21 Convert to a front-end server by editing the Exchange Server properties in the Exchange
System Manager.
Administrative Groups
Administrative groups are a useful tool. They are primarily used for delegat-
ing control of a particular set of Exchange Server 2003 systems to a particu-
lar set of users. Generally, you would create an administrative group if there
was a team located at a particular site that was able to administer their local
Exchange Server 2003 systems. For example, if you were responsible for
planning a worldwide Exchange Server 2003 organization, and there was a
group of administrators in Melbourne, Australia who were able to manage all
of the Exchange Server 2003 systems in Australia, you would create an
administrative group for these users, and install the Australian servers with-
in the new administrative group (see Figure 2.22).
By default, administrative groups are not enabled in a native-mode Exchange
organization. To enable them, open the Exchange System Manager, select
properties, and check the Display Administrative Groups check box. After
you’ve applied that change, you need to restart ESM.
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Upon restarting the ESM, a new node appears with the new administrative
group. Select the new group and run the Exchange Administration
Delegation Wizard to delegate control to the appropriate group of users. It
is important to note that servers cannot be moved between administrative
groups. Servers must be installed into a particular administrative group; the
group a server belongs to cannot be altered later. Administrative groups are
covered in more detail in Chapter 9, “Managing Security in the Exchange
Environment.”
Routing Groups
Routing groups in Exchange Server 2003 are very similar to the idea of sites
with Active Directory. A routing group contains Exchange Server 2003
servers that are connected to each other via high-bandwidth, reliable net-
work connections. Servers within a routing group communicate directly with
each other. When a server in a routing group needs to send a message to a
server in a different routing group, it does so via an Exchange Server 2003
system known as a bridgehead server.
Bridgehead servers are able to use routing group connectors to forward mes-
sages to bridgehead servers in other routing groups, which then forward the
message within the remote routing group to the appropriate server. Unlike
administrative groups, servers can be moved between routing groups. More
coverage is given to routing groups in Chapter 8, “Managing, Monitoring,
and Troubleshooting Exchange Server Performance.”
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Answers B and E are correct. Answer A is incorrect because it has only half the
minimum amount of RAM required. Answer C is incorrect because it has only
175MB free on the system drive; it needs at least 200MB. Answer D is incor-
rect because it has a system volume formatted with FAT32; it must be NTFS.
Question 2
To which groups does the account that runs the initial ForestPrep in the domain
with the Schema Master need to belong so that the AD schema can be extend-
ed properly? (Choose all that apply.)
❑ A. Enterprise Administrators
❑ B. Schema Administrators
❑ C. Exchange Administrators
❑ D. User Administrators
❑ E. Domain Administrators
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Question 3
To run DomainPrep on a domain for the first time, a user account needs to be a
member of which group?
❍ A. Enterprise Administrators
❍ B. Schema Administrators
❍ C. Exchange Administrators
❍ D. Domain Administrators
Question 4
Which of the following servers does the system that will host the first Exchange
Server 2003 server in a forest need to be able to contact during installation?
(Choose all that apply.)
❑ A. DNS server
❑ B. Schema Master
❑ C. WINS server
❑ D. DHCP server
❑ E. Domain controller
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Answers A, B, and E are correct. During the installation of the first Exchange
Server 2003 system in the forest, several servers must be available. The DNS
server is required so that the system on which the Exchange server is being
installed can locate the Schema Master and a domain controller. Answer C is
incorrect. A WINS server is unnecessary to the installation process. Answer
D is incorrect. A DHCP server is unnecessary because IP address informa-
tion can be hard-coded if required.
Question 5
Which of the following statements about Exchange Server 2003, Standard and
Enterprise editions are true?
❍ A. Both Standard and Enterprise editions of Exchange Server 2003 sup-
port clustering.
❍ B. Enterprise Edition supports a maximum database size 1,000 times
greater than Standard Edition.
❍ C. Standard Edition supports two mailbox information stores per server,
whereas Enterprise Edition supports four storage groups with five
databases per storage group per server.
❍ D. Both Standard Edition and Enterprise Edition include the X.400 con-
nector.
Question 6
In which situations can an unattended installation of Exchange Server 2003
never be performed? (Choose all that apply.)
❑ A. The first Exchange Server 2003 system in a new domain
❑ B. The first Exchange Server 2003 system in a forest
❑ C. Installing Exchange Server 2003 on a cluster of Windows Server 2003
servers
❑ D. The second Exchange Server 2003 system in a domain
❑ E. When the X.400 connector must be installed
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Answers B and C are correct. The first Exchange server in a forest must be
manually installed. When Exchange Server 2003 is installed on a cluster, it
must be done so manually. Answer A is incorrect as the first server in a new
domain is not necessarily the first server in a forest. The question asks for
“never.” Answer D is incorrect as unattended installs can be used on all
servers after the first. Answer E is incorrect as X.400 connectors can be
installed via an unattended install.
Question 7
Which of the following are benefits to running Exchange Server 2003 in native,
rather than mixed, mode? (Choose all that apply.)
❑ A. User mailboxes can be moved between administrative groups.
❑ B. LDAP query-based distribution groups can be used.
❑ C. Routing bridgehead servers use 7-bit MIME rather than 8-bit.
❑ D. Exchange Server 2003 servers can be moved from one administrative
group to another.
Answers A and B are correct. Answers A and B are both true statements.
When an Exchange Server 2003 organization is running in native mode, user
mailboxes can be moved between administrative groups and LDAP query-
based distribution groups can be implemented. Answer C is incorrect. In
native mode, 8-bit MIME, rather than 7-bit, can be implemented on bridge-
head servers. Answer D is incorrect. Under no circumstances can Exchange
Server 2003 servers be moved from one administrative group to another.
Question 8
You have a cluster of four Windows 2000 Server systems patched at Service
Pack 3 on which you want to install Exchange Server 2003, Enterprise Edition.
Which of the following statements is false?
❍ A. Exchange Server 2003 can be installed on this four-node cluster only if
it is in active/active configuration.
❍ B. The SMTP, NNTP, and World Wide Web Publishing Services must be
installed and running prior to the installation of Exchange Server 2003.
❍ C. Only Exchange Server 2003, Enterprise Edition is able to be installed
on clusters.
❍ D. Windows 2000 servers must be patched to Service Pack 4 before
Exchange Server 2003 can be installed.
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. . . . . . . . . . . Installing,
. . . . . .Configuring,
. . . . . . .and
. .Troubleshooting
. . . . . . . . .Exchange
. . . . . Server
. . . . 2003…
45
. . . .
Answer A is correct. This question asks which statements are false—a trick
we use to make sure that you remember to read questions carefully! All state-
ments except statement A are true and, hence, are incorrect. Answer A is cor-
rect (and, hence, false) as Exchange Server 2003 only supports two-node
clusters in active/active configuration. To support more than two nodes,
active/passive configuration must be used. Answer B is incorrect as it is true.
SMTP, NNTP, and WWW Publishing must be installed on the host server.
Answer C is incorrect as it is true. Only the Enterprise Edition of Exchange
Server 2003 can be installed on clusters. Answer D is incorrect as it is true.
Unlike standalone servers, if Exchange Server 2003 is to be installed on a
Windows 2000 cluster, that Windows 2000 cluster must be patched to
Service Pack 4 or higher.
Question 9
You are attempting to install Exchange Server 2003 on a member server in a for-
est that is running at the Windows Server 2003 functional level. You have
installed the SMTP, NNTP, and WWW Publishing Services, as well as ASP.NET.
When you attempt to install Exchange Server 2003, you receive an error mes-
sage informing you that several of these services are unavailable. Which of the
following should you do?
❍ A. Reinstall the services again from the Windows Server 2003 installation
media.
❍ B. Change the service permissions so that the Exchange Full
Administrator has access.
❍ C. Reinstall Exchange Server 2003 via an account that has local adminis-
trator access on the system to which you are installing it.
❍ D. From the Services console, manually enable each of these services and
start them.