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Presented by:

Implementing
and Managing
Exchange Server
2003

Will Schmied

Orin Thomas
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MCSA/MCSE Implementing and Managing Exchange Publisher


Server 2003 Exam Cram 2 (Exam 70-284) Paul Boger
Copyright  2004 by Que Publishing

All rights reserved. No part of this book shall be reproduced, stored in


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2
Installing, Configuring,
and Troubleshooting
Exchange Server 2003 in
a New Exchange
Environment
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Terms you’ll need to understand:


✓ Active Directory ✓ Administrative groups
✓ Forest ✓ Routing groups
✓ Organization ✓ Network News Transfer Protocol (NNTP)
✓ Domain ✓ Simple Mail Transfer Protocol (SMTP)
✓ ForestPrep ✓ Clustering
✓ DomainPrep

Techniques you’ll need to master:


✓ Preparing a Windows Server 2003 system ✓ Installing Exchange Server 2003 in a new
for a Microsoft Exchange Server 2003 Exchange Server 2003 environment
installation ✓ Installing a subsequent Exchange Server
✓ Preparing a Windows 2000 Server system 2003 system in an Exchange Server 2003
for a Microsoft Exchange Server 2003 organization
installation ✓ Running setup with the /createunattend
✓ Running setup with the /ForestPrep switch switch to create an unattended installation
to prepare a Windows Server 2003 or answer file
2000 forest ✓ Troubleshooting common installation
✓ Running setup with the /DomainPrep problems
switch to prepare a Windows Server 2003
or 2000 domain
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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.

➤ Exchange 2000 Server cannot run on Windows Server 2003.

To do well on this exam, you need a solid amount of practical experience


using Exchange Server 2003, though solid experience with Exchange 2000
Server can be highly beneficial as well. You can obtain this experience either
by working with Exchange Server in a production environment or via learn-
ing in a lab environment. You also need to have solid knowledge of Active
Directory, IIS, ISA Server, and TCP/IP. If you are considering taking this
exam as an elective, we suggest you take it after you have finished your other
core exams. For those without direct access to Exchange Server 2003, we
advise that you procure an evaluation version of Exchange Server 2003,
Enterprise Edition from Microsoft. You can either set up your own test net-
work or configure a single system with virtual networking using virtual
machine software, such as VMWARE or Microsoft Virtual PC. If you take
this approach, we recommend that your system be outfitted with plenty of
RAM so that the virtual systems can run concurrently.
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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.

The installation of Exchange Server 2003 requires substantial modifications be made


to the Active Directory (AD) schema in the domain that will host Exchange Server
2003. For this reason, we recommend against installing Exchange Server 2003 in a
production Active Directory environment, unless it is part of a planned and author-
ized deployment of the messaging system. Even though Exchange Server 2003 can
later be uninstalled, the changes made to Active Directory itself are difficult to roll
back. In the case of schema modifications, they cannot be rolled back at all. Your
best option is to set up a test AD forest that is separate from any production network.

Differences Between Exchange


Server 2003 Standard and
Enterprise Editions
Exchange Server 2003 comes in two editions, Standard Edition and
Enterprise Edition. As the 70-284 exam involves objectives that include clus-
tering, a feature not supported by Standard Edition, candidates should try to
gain experience on the Enterprise Edition software. Candidates should also
be aware of the basic differences between the two editions. The differences
between the Standard and the Enterprise Editions are laid out in Table 2.1.

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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Preparing the Environment for


Installation
Exchange Server 2003 is not a program that should simply be put into the
CD-ROM drive and installed without any preparation (see Figure 2.1).
Installing Exchange Server 2003 has a lasting effect on the domain. Active
Directory is extended and altered significantly, and those changes can be dif-
ficult to remove, even if Exchange Server 2003 is later uninstalled. For this
reason, Microsoft has made sure that the 70-284 exam tests a candidate’s
knowledge of the necessary preparations that must be taken before the instal-
lation of Exchange Server 2003 begins. These preparations can be broadly
divided into five categories:
➤ Network environment

➤ Hardware requirements

➤ Server platform requirements

➤ Forest preparation

➤ Domain preparation

Figure 2.1 The splash screen that is displayed when you insert the Exchange Server 2003 CD-ROM.

Each of these categories must be dealt with before the installation of


Exchange Server 2003 begins. It is important to understand these require-
ments because if any of them are not met, Exchange Server 2003 will not
install correctly.
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Network Environment Requirements


The installation of Exchange Server 2003 requires a Windows network envi-
ronment to meet certain specific criteria. Without meeting these criteria,
Exchange Server 2003 will either not install or will not function correctly
after installation. For the exam, it is important to know exactly what condi-
tions the preexisting Windows network environment must meet before
Exchange Server 2003 can be installed successfully. These conditions are as
follows:
➤ All domain controllers (DCs) must be running Windows 2000 Server Service
Pack 3 (or higher) OR Windows Server 2003—For example, if the environ-
ment in which you will be installing Exchange Server 2003 currently has
domain controllers running Windows 2000 Server with Service Pack 2,
you need to upgrade these servers so that they are all running Service
Pack 3 or higher. If the environment in which you will be installing
Exchange Server 2003 is running Windows Server 2003 on all domain
controllers, no alteration needs to be made. If there is a mixture between
Windows Server 2003 domain controllers and Windows 2000 Server
domain controllers, you have already met the requirement for Exchange
2003 installation because Windows 2000 Server DCs can only work in a
Windows Server 2003 environment if they are running Service Pack 3
or higher. Exchange Server 2003 cannot be installed in a Windows NT
4.0 domain environment.
➤ All global catalog servers must be running Windows 2000 Server Service Pack
3 (or higher) OR Windows Server 2003—This is similar to the limitations
on domain controllers. Global catalog servers must also be running
either Windows Server 2003 or if they are running Windows 2000
Server, they must be patched with Service Pack 3 or later. This require-
ment exists because of the way Exchange Server 2003 interacts with
Active Directory. It is also advised that there be a global catalog server
in each of the domains that will host Exchange Server 2003. Global cat-
alog servers store information about all objects within the forest.
Exchange uses global catalog servers to help in searching for AD objects,
such as users and contacts. Without a global catalog server, other
domains in the forest would need to be contacted individually, vastly
increasing the amount of time required to locate information and popu-
late address lists.
➤ Domain Name System (DNS) and Windows Internet Naming Service
(WINS) servers are configured correctly for each site—It is recommended
that DNS servers in a domain hosting Exchange Server 2003 be running
in Active Directory Integrated mode, though this is not essential.
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Depending on the clients in the domain, WINS might also need to be


configured. If hosted on Windows 2000 Server, the DNS and WINS
servers, assuming that they are not on domain controllers, do not need
to be patched at Service Pack 3 or higher, though it is always good prac-
tice to be as up-to-date as possible. In general, Windows Server 2003
networks do not require that WINS be installed if DNS is functioning
correctly. If legacy client systems, such as Windows NT 4.0 and
Windows 98, are being supported, a WINS server is required for them
to interact with the domain.

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.

Table 2.2 Hardware Requirements of Exchange Server 2003, Standard Edition


Component Minimum Recommended
Processor Intel Pentium 133MHz Intel Pentium 550MHz
compatible or higher. compatible or higher.
Memory 256MB of RAM. 512MB of RAM.
Available hard 500MB on volume where 500MB on volume where
disk space Exchange is installed; 200MB Exchange is installed; 200MB
on system volume. on system volume.

(continued)
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Table 2.2 Hardware Requirements of Exchange Server 2003, Standard Edition


(continued)
Component Minimum Recommended
File format Disk partitions must be Disk partitions must be
formatted with NTFS. This formatted with NTFS. This
applies to the System partition, applies to the System partition,
the partition that stores the partition that stores
Exchange binaries, and the Exchange binaries, and the
partitions containing the partitions containing the
transaction log, database, and transaction log, database, and
other Exchange files. other Exchange files.
Additional CD-ROM, mouse, VGA- CD-ROM, mouse, VGA-
peripherals compatible monitor. compatible monitor.

Table 2.3 Hardware Requirements of Exchange Server 2003, Enterprise Edition


Component Minimum Recommended
Processor Intel Pentium 133MHz Intel Pentium 733MHz
compatible or higher. compatible or higher.
Memory 256MB of RAM. 512MB of RAM.
Available hard 500MB on volume where 500MB on volume where
disk space Exchange is installed; 200MB Exchange is installed; 200MB
on system volume. on system volume.
File format Disk partitions must be Disk partitions must be
formatted with NTFS. This formatted with NTFS. This
applies to the System partition, applies to the System
the partition that stores partition, the partition that
Exchange binaries, and the stores Exchange binaries, and
partitions containing the the partitions containing the
transaction log, database, and transaction log, database, and
other Exchange files. other Exchange files.
Additional CD-ROM, mouse, VGA- CD-ROM, mouse, VGA-
peripherals compatible monitor. compatible monitor.

Server Platform Requirements


As noted, the server system that Exchange Server 2003 is installed onto must
meet several requirements. Recall that if Exchange Server 2003 is being
installed on a Windows 2000 Server, that Windows 2000 Server system must
be patched with at least Service Pack 3. Other system requirements that you
need to be aware of deal with services that must be installed and running at
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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

➤ IIS, including WWW Publishing Service, SMTP Service, and NNTP


Service

Figure 2.2 Installing requisite IIS components.

The only one of these services that is optional is ASP.NET. If ASP.NET is


not available, a custom installation must be performed and the Outlook
Mobile Access component will not be available. If Exchange Server 2003 is
installed on the Windows 2000 Server platform,.NET Framework and
ASP.NET are automatically installed if not already present. The .NET
Framework is automatically installed on Windows Server 2003, which was
originally called Windows .NET Server before its final release.

Exchange Server 2003 Deployment Tools


The Exchange Server 2003 deployment tools are a set of tools and product
documentation designed to lead you through the installation process. The
tools, shown in Figure 2.3, take the form of a checklist (see Figure 2.4) that
you complete as you proceed with the installation process:
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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.

Figure 2.5 Output of DCDiag.

➤ The fifth item on the checklist is to run NetDiag. NetDiag is a command-


line tool that is used for diagnosing network and connectivity issues.
The NetDiag tool presents information about the network card driver
being used, the send and receive capability of the system, and informa-
tion on the protocol stack. (An example output of NetDiag is shown in
Figure 2.6.) More information on the NetDiag utility can be found 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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Figure 2.6 Partial output of NetDiag.

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.

Figure 2.7 Preparing to run ForestPrep.

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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Figure 2.8 Delegating the Exchange Full Administrator permission to an account.

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:

Figure 2.9 Preparing to run DomainPrep on the domain.

➤ Creates two security groups: Exchange Domain Servers and Exchange


Enterprise Servers.
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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.

➤ Adds the Exchange Domain Servers group to the Pre-Windows 2000


Compatible Access group.
➤ Modifies the AdminSdHolder template for the configuration of permis-
sions for members of the Domain Admins local security group.

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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Troubleshooting ForestPrep and DomainPrep


Several problems can occur when you run ForestPrep. The most easily diag-
nosable is when the user account used to run ForestPrep does not have the
correct permissions to modify the schema. Diagnosis is easy because the
installation routine informs you with a message that the account you are
using does not have the correct permissions (see Figure 2.10). To rectify the
problem, ensure that an account that has Enterprise, Schema, and Domain
Administrator permissions is used to run ForestPrep.

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.

Figure 2.11 Installation fails because Schema Master is unable to be contacted.

DomainPrep is less stringent in its permissions requirement and is thus less


likely to cause errors. If DomainPrep is unable to run, it is because the
account used to execute the utility does not have Domain Administrator
privileges. The possible remedies are to run DomainPrep using an account
that does have these permissions or to add the current account to the
Domain Administrators group. DomainPrep can also fail if ForestPrep has
not been run in the forest first, as the error message in Figure 2.12 shows.
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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.

Installing Exchange Server 2003


After all the preparation and planning is complete, it is time to install the first
Exchange Server 2003 system in the forest. The user who installs the first
Exchange Server 2003 system in a domain must have Exchange Full
Administrator rights at the organizational level. Unlike Exchange 2000
Server, however, subsequent Exchange Server 2003 servers can be installed
by users who have Exchange Full Administrator rights at the administrative
group level. These rights can be delegated to the appropriate accounts via
the Exchange System Manager (ESM).
To begin the installation, you can use the link from the Exchange
Deployment Tools checklist or run setup.exe from the command line in the
\setup\i386\ directory of the Exchange Server 2003 installation media. The
Microsoft Exchange Installation Wizard begins, as shown in Figure 2.13.

Figure 2.13 The Exchange Installation Wizard screen.


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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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through z, 0 through 9, the space, and the hyphen symbol. It is important to


note that the organization is created during the installation of the first
Exchange Server 2003 system (as shown in Figure 2.16), not during the
ForestPrep process.

Figure 2.15 Creating a new Exchange Server 2003 organization.

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.

Troubleshooting the Exchange Server 2003


Installation Process
If the network, environment, and conditions mentioned earlier in this chap-
ter are not met, the Exchange Server 2003 installation process will fail.
Knowing the reason for the failure and how to correct it is a useful skill for
a candidate attempting the 70-284 exam.
In general, the Exchange Server 2003 installation process provides informa-
tive error messages explaining why setup is unable to complete. Several of
these error messages have been reproduced in Figure 2.17.

Figure 2.17 An Exchange Server 2003 installation message indicating that several tasks must be
completed before installation can continue.

Using Invalid Administrator Accounts to Install Exchange


If the account used to install the first Exchange server in the forest is not the
account that was delegated the appropriate permission when ForestPrep was
originally run, then the installation will fail. To resolve this problem, you
have two options. First, you can use the account that was originally delegat-
ed the appropriate permission when ForestPrep was run. Second, you can
delegate the Exchange Full Administrator permission to the new account via
the Exchange Management Tools (as shown in Figure 2.18), which can be
installed independently of Exchange.
After it has been established that ForestPrep and DomainPrep have run cor-
rectly and that the account performing the installation has the requisite
Exchange Server 2003 permissions, the next thing to check is that services
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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.

Nonresponsive Critical Services


In some situations, even though you have installed the SMTP, NNTP,
ASP.NET, and WWW Publishing Services, the Exchange Server 2003
installation informs you that the services are not available. The reason for
this might be that Exchange Server 2003 has been installed in a domain run-
ning at the Windows Server 2003 functional level. If Exchange Server 2003
is installed on a server in a domain running at the Windows Server 2003
functional level, several services such as the WWW Publishing Service are
disabled via policy. You might need to alter how the policy influences these
services to get Exchange Server 2003 to install properly.

Dealing with Unsigned Nondriver Files


If Exchange Server 2003 is being installed on a Windows 2000 server that
has a security policy blocking the installation of unsigned, nondriver files, the
setup routine will fail. This policy needs to be temporarily disabled until the
installation routine is completed at which time it can be reinstated.

Problems with RAM


Problems can also occur when installing Exchange Server 2003 on a server
that has recently had its RAM upgraded to more than a gigabyte. This prob-
lem occurs when the store process starts and an event with an id of “9665” is
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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

Examining Error Logs


Some events during the installation of Exchange Server 2003 are written to
the application log. The application log on the system on which you installed
Exchange Server 2003 might provide other clues as to why the installation
failed. If this does not work, the final place to look is in a text file in the root
directory of the server. This file is named Exchange Server Setup Progress; an
example of this file is shown in Figure 2.19. The setup program writes this
log in text file format to the root directory of the system drive. This log
records everything that occurs during the installation of Exchange Server
2003. Closely examining this log might point to why the installation has
failed.

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

To create an answer file, you need to perform a reference installation of


Exchange with the /createunattend switch. To perform a reference installa-
tion and create an answer file named exchange2003.ini, issue the following
command from the command prompt in the \setup\i386 directory of the
installation media:
setup /createunattend c:\exchange2003.ini

It is important to get the syntax correct, as there is no way to verify which


mode the installation is in. If you have performed this incorrectly, Exchange
will install without creating the unattended file. If it is performed correctly,
the file will be created and Exchange will not install.
After the unattended installation file has been generated, it can be used to
deploy other Exchange Server 2003 systems within the organization. Simply
copy the file generated during the reference installation to an accessible loca-
tion (such as the C: drive of the new server on which you want to install
Exchange Server 2003, or a convenient network share) and run the follow-
ing from the command prompt in the \setup\i386 directory of the installa-
tion media:
Setup /unattendfile c:\exchange2003.ini

This automatically installs Exchange Server 2003 on the server without


requiring any further intervention by the administrator. You might use an
unattended installation in the following situations:
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➤ You want the installation to be performed by a junior administrator or


someone at a branch office. This minimizes the amount of intervention
and Exchange knowledge required by the person performing the install.
➤ You need to roll out several servers at once.

Troubleshooting Unattended Installations


Unattended installations are likely to fail for the same reasons that normal
installations fail—the installation is being run via an account with incorrect
permissions, the correct services are not installed and running, or the server
that is to host Exchange Server 2003 has not been patched correctly.
Unattended installations also write a log file in text format to the root of the
system drive. You can closely examining this file to determine what went
wrong.

Installing Exchange Server 2003 in


a Clustered Environment
Clusters ensure the highest possible availability of Exchange Server 2003 for
users. This section deals with installing Exchange Server 2003 clusters in a
new Exchange environment; upgrading Exchange Server 5.5 or Exchange
2000 Server clusters are discussed in Chapter 3. Exchange Server 2003 clus-
ters use Windows Clustering service, a component of Windows Server 2003,
Enterprise and Datacenter Editions. When Exchange Server 2003 setup exe-
cutes on a node of a preexisting Windows cluster, a specially configured,
cluster-enabled version of the software is installed.

It is important to note that the Standard Edition of Exchange Server 2003 does not
support clustering; only the Enterprise Edition does.

Exchange Server 2003, Enterprise Edition supports up to eight-node


active/passive clusters when installed on Windows Server 2003, Enterprise
Edition or Datacenter Edition. When active/active clusters are implement-
ed, two nodes are supported. Microsoft recommends that active/passive clus-
ters be used for Exchange Server 2003. Active/active clusters occur when two
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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

➤ Better failover performance

➤ Kerberos enabled by default

In a cluster environment, Exchange Server 2003 runs as a virtual, rather than


a standalone, server. This is because any node within the cluster can take
control of the Exchange virtual server. After the node hosting the Exchange
Server 2003 virtual server suffers a fault, another node takes control. This
enhances the availability of Exchange, which simply means that users should
always be able to connect to the server. From the client’s perspective, there
is no difference between accessing an Exchange virtual server running on a
cluster or accessing an Exchange Server 2003 system running on a single
server. Exchange clusters are explored in greater detail in Chapter 7,
“Managing, Monitoring, and Troubleshooting Exchange Server
Computers.”

Troubleshooting Exchange Server 2003


Installations in a Clustered Environment
As noted earlier in the chapter, Exchange Server 2003 will install on
Windows 2000 Server if the server has been patched to Service Pack 3 or
higher. The exception to this rule is if Exchange Server 2003 is going to be
installed on a Windows 2000 Server cluster. In this case, the Windows 2000
servers in the cluster must be running Service Pack 4 or higher. If the nodes
in the Windows 2000 cluster are running Service Pack 3, the installation will
fail. Other than this, the same problems can occur when installing Exchange
Server 2003 on a cluster that can occur installing Exchange Server 2003 on
a standalone system. If account permissions are not correct or if the correct
services are not installed, or if the AD environment has not been correctly
prepared, the same problems will occur regardless of whether the host is a
cluster or a standalone server.
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Enabling Virtual Servers for POP3


and IMAP4
When Exchange Server 2003 is installed, the IMAP4 and POP3 virtual
servers are disabled. These services should be enabled and configured to
automatically start using the services node in the Computer Management
console. Without performing this task, users cannot retrieve mail from the
server using POP3 or IMAP4 protocols. These services are called:
➤ Microsoft Exchange IMAP4

➤ Microsoft Exchange POP3

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.

Mixed Mode Versus Native Mode


The Exchange Server 2003 installation defaults to having Exchange Server
2003 running in mixed mode. Because this chapter deals with purely Exchange
Server 2003 environments, you will likely want to switch over to native mode.
Native mode offers many features that mixed mode does not.
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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.

Exchange modes do not correspond to Windows 2000 AD modes or Windows


Server 2003 functional levels. This is a common misconception that Microsoft
might play on in the exam.

We discuss mixed mode in more detail in Chapter 3, which deals with


installing Exchange Server 2003 in a preexisting Exchange environment.
The advantages of running your Exchange Server 2003 environment in
native mode include the following:
➤ The default routing protocol is SMTP.

➤ Mailboxes can be moved between administrative groups.

➤ Single routing groups can be made up of Exchange Server 2003 servers


from more than one administrative group.
➤ Exchange Server 2003 servers can be moved from one routing group to
another.
➤ Query-based distribution groups can be implemented.

➤ Routing bridgehead servers use 8-bit MIME rather than 7-bit, reducing
bandwidth utilization.

Exchange organizations can only be switched from mixed mode to native


mode. They cannot be switched from native mode to mixed mode. To per-
form the switch, from the Exchange System Manager, right-click the organ-
ization, click Properties, and select Change Mode under Change Operation
Mode. You then need to restart the Microsoft Exchange Information Store
Service on all Exchange Server 2003 systems within the domain to have all
available benefits of the shift to native mode. As with other Windows servic-
es, this service can be restarted via the Services console (services.msc).

Configuring Exchange to Run as a


Front-end Server
After Exchange Server 2003 is installed, it can be configured to run as a
front-end server. Front-end servers do not host mailboxes or public folders,
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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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Figure 2.22 Administrative groups within the Exchange System Manager.

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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Exam Prep Questions


Question 1
You are examining a set of computers at your organization with the intent to
decide upon one to host an Exchange Server 2003 installation. Which of the fol-
lowing systems currently has the correct hardware and software configuration
to run Exchange Server 2003, Enterprise Edition? (Choose all that apply.)
❑ A. Windows 2000 Server, SP2; Pentium III 600MHz; 5GB HDD free; all
volumes formatted with NTFS; 128MB RAM; IIS installed; WWW
Publishing, SMTP, and NNTP Services installed and running.
❑ B. Windows 2000 Server, SP3; Pentium II 350MHz; 2GB HDD free; all
volumes formatted with NTFS; 256MB RAM; IIS installed; WWW
Publishing, SMTP, and NNTP Services installed and running.
❑ C. Windows Server 2003; Pentium 4 3.2GHz; 175MB free on system vol-
ume; 10GB free on separate partition; all volumes formatted with
NTFS; 256MB RAM; IIS installed; WWW Publishing, SMTP, and NNTP
Services installed and running.
❑ D. Windows Server 2003; Pentium 4 3.2GHz; 500MB free on system vol-
ume; 20GB free on separate partition; system volume formatted with
FAT32; 20GB partition formatted with NTFS; IIS installed; WWW
Publishing, SMTP, and NNTP Services installed and running.
❑ E. Windows Server 2003, SP2; Pentium 4 3.2GHz; 500MB free on system
volume; 20GB free on separate partition; system volume formatted
with NTFS; 20GB partition formatted with NTFS; IIS installed; WWW
Publishing, SMTP, and NNTP Services installed and running.

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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Answers A and B are correct. The account must be a member of the


Enterprise Administrators group and the Schema Administrators group. If
the account is not a member of these groups, the ForestPrep routine will not
work correctly. Answer C is incorrect. There is no Exchange Administrators
group (unless specifically created), hence membership is not required to run
ForestPrep. Answer D is incorrect. There is no User Administrators group
(unless specifically created). Answer E is incorrect; although the person who
has an account in the Enterprise Administrators group is likely to also be a
member of the Domain Administrators group, this is not a requirement for
running ForestPrep.

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

Answer D is correct. To run DomainPrep, a user account only needs to be a


member of the Domain Administrators group. Answer A is incorrect. A user
account does not need to be a member of the Enterprise Administrators
group. Answer B is incorrect. No modifications are made to schema during
a DomainPrep operation (as opposed to a ForestPrep), hence Schema
Administrator permissions are not required. Answer C is incorrect. The
Exchange Administrators group does not exist (unless manually created).

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.

Answer B is correct. The maximum database size of Standard Edition is


16GB; the maximum database size of Enterprise Edition is 16TB. 1TB =
1000GB, hence answer B is correct. Answer A is incorrect as only the
Enterprise Edition of Exchange Server 2003 supports clustering. Answer C
is incorrect. Standard Edition only supports one mailbox information store
per server. Answer D is incorrect. Only Enterprise Edition includes the
X.400 connector.

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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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.

Answer D is correct. Security settings in a Windows Server 2003 functional


level domain automatically disable many services, such as the IIS, NNTP,
SMTP, and WWW Publishing Services. These have to be manually enabled
before they will run. Answer A is incorrect; reinstalling these services does
not enable them. This step must be taken manually. Answer B is incorrect;
the permissions do not need to be changed. Answer C is incorrect; to begin
the Exchange install, you already need to have these permissions.

Reproduced from the book MCSA/MCSE Implementing and Managing


Exchange Server 2003 Exam Cram 2 (Exam Cram 70-284). Copyright 2004,
Que. Reproduced by permission of Pearson Education, Inc., 800 East 96th Street,
Indianapolis, IN 46240. Written permission from Pearson Education, Inc. is
required for all other uses.

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