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Microsoft Exchange Server 2003 Operations Guide Microsoft Corporation Published

Microsoft Exchange Server 2003 Operations Guide Microsoft Corporation Published: December 12, 2006 Author: Exchange Server Documentation Team Abstract The Exchange Server 2003 Operations Guide provide guidelines for disaster recovery tasks, and for daily, weekly, and monthly maintenance tasks. Comments? Send feedback to exchdocs@microsoft.com. Contents Microsoft Exchange Server 2003 Operations Guide ................................................................. 1 Contents ................................................................................................................................... 3 Exchange Server 2003 Operations Guide ................................................................................ 5 For More Information ............................................................................................................. 5 Understanding Microsoft Exchange Server 2003 Operations ................................................... 6 Microsoft Operations Framework .......................................................................................... 7 Best Practices for Exchange Organizations ........................................................................ 15 Exchange Server 2003 Daily Operations ................................................................................ 33 Performing Physical Environmental Checks ........................................................................ 34 Monitoring Event Viewer ..................................................................................................... 34 Performing Backups ............................................................................................................ 42 Checking Disk Usage .......................................................................................................... 44 Checking Connector and Server Status .............................................................................. 45 Monitoring Server Performance .......................................................................................... 49 Checking Message Paths .................................................................................................... 51 Performing Daily Database Maintenance ............................................................................ 55 Monitoring Network Performance ........................................................................................ 56 Monitoring Exchange and Windows Services ..................................................................... 57 Monitoring Cluster Resources ............................................................................................. 60 Enforcing Security Measures .............................................................................................. 63 Exchange Server 2003 Scheduled Maintenance Tasks .......................................................... 68 Generating Reports and Identifying Trends ......................................................................... 68 Reviewing Protocol Logs ..................................................................................................... 71 Monitoring Outlook Web Access Servers ............................................................................ 72 Managing Mailboxes ........................................................................................................... 73 Managing the BadMail folder ............................................................................................... 77 Managing the Postmaster Mailbox ...................................................................................... 78 Conducting a Status Meeting and Status Reports ............................................................... 79 Exchange Server 2003 On-Demand Tasks ............................................................................. 80 Online and Offline Defragmentation of Exchange 2000 Server and Exchange Server 2003 Databases ........................................................................................................................ 81 Verify Mailbox and Public Folder Store Integrity .................................................................. 84 Checking the Queue Viewer ................................................................................................ 86 Guidelines for Configuring a Performance Console ............................................................ 87 Exchange Server 2003 Operations Checklists ....................................................................... 89 Exchange Server 2003 – Disaster Recovery Preparation Checklist ....................................... 89 Checklist: Disaster Recovery Preparation ........................................................................... 89 Exchange Server 2003 – Summary Checklist ........................................................................ 93 Checklist: Summary ............................................................................................................ 94 Exchange Server 2003 – Monthly Operations Checklist ......................................................... 95 Checklist: Capacity Planning ............................................................................................... 95 Checklist: Hotfixes, Service Packs, Update Rollups, and Security Updates ........................ 95 Exchange Server 2003 – Weekly Operations Checklist .......................................................... 96 Checklist: Create Reports ................................................................................................... 96 Checklist: Incident Reports .................................................................................................. 97 Checklist: Antivirus Defense ................................................................................................ 97 Checklist: Status Meeting .................................................................................................... 98 Exchange Server 2003 – Daily Operations Checklist ............................................................. 99 Checklist: Performing Physical Environmental Checks ....................................................... 99 Checklist: Check Backups ................................................................................................... 99 Checklist: Check CPU and Memory Use ........................................................................... 100 Checklist: Check Disk Use ................................................................................................ 101 Checklist: Event Logs ........................................................................................................ 102 Checklist: Check IIS Logs and Performance ..................................................................... 102 Checklist: Exchange Database Health .............................................................................. 103 Checklist: MAPI Client Performance ................................................................................. 104 Checklist: Check Queue Viewer ........................................................................................ 104 Checklist: Message Paths and Mail Flow .......................................................................... 105 Checklist: Exchange Connectors to Non-Exchange Mail Platforms .................................. 106 Checklist: Security Logs .................................................................................................... 107 Copyright .............................................................................................................................. 108 Exchange Server 2003 Operations Guide The Exchange Server 2003 Operations Guide consists of four topics that describe the daily, weekly, and monthly maintenance tasks that, for a Microsoft® Exchange Server 2003 organization, are required to keep an Information Technology (IT) organization running smoothly and without interruption. The topic areas are as follows: • Overview of the processes for effective day-to-day management of an IT infrastructure. This topic provides the understanding, tools, and best practices required to maintain an Exchange Server 2003 environment. • Information about the daily maintenance tasks that are required to ensure the availability and reliability of your Exchange Server 2003 organization. Some of the many daily maintenance areas are as follows: performing backups, checking disk usage, monitoring server and network performance, and enforcing security measures. • Information about the scheduled maintenance tasks used for collecting data for trend analysis and capacity planning. Maintenance tasks include generating reports and identifying trends, reviewing protocol logs, monitoring Microsoft Office Outlook® Web Access, managing mailboxes, the BadMail folder, and the postmaster mailbox, and conducting weekly status meetings • Information about on-demand tasks, such as defragmenting mailbox and public folder stores, verifying mails and public folder store integrity, checking queues using Queue Viewer, and configuring System Monitor to monitor Exchange server performance. Note: Download Microsoft Exchange Server 2003 Operations Guide to print or read offline. For More Information For more information about the factors that affect performance and for recommendations about how to optimize your Exchange Server 2003 environment, see the Exchange Server 2003 Performance and Scalability Guide. For more information about backup strategies and disaster recovery operations for you Exchange Server 2003 organization, see the Exchange Server 2003 Disaster Recovery Operations Guide. 5 Understanding Microsoft Exchange Server 2003 Operations Information Technology (IT) operations refers to the day-to-day management of an IT infrastructure. An IT operation incorporates all the work required to keep a system running smoothly. This process typically includes the introduction and control of small changes to the system, such as mailbox moves and hardware upgrades, but it does not affect the overall system design. Within a Microsoft® Exchange Server 2003 organization, the procedures, roles, and responsibilities that are involved in operations need to be formalized. Implementing Exchange Server 2003 operations procedures according to Microsoft Operations Framework (MOF) requires: • An understanding of MOF MOF is a collection of best practices, principles, and models that give you technical guidance on the management of IT projects such as daily Exchange Server 2003 operations. Following MOF guidelines will help you achieve mission-critical production system reliability, availability, supportability, and manageability for Microsoft products. • Familiarity with best practices for Exchange organizations It is recommended that you implement proven and practical procedures to manage an Exchange Server 2003 organization. Using the tried, tested, and documented methods of managing operations in your organization may be more efficient than developing your own methods. • Separating operations into daily, weekly, and monthly processes Document the operations tasks performed regularly in your company. Documenting how and when tasks are performed ensures that the information is preserved when your operations staff changes jobs or leaves the company. New employees also benefit from this documentation because it helps them quickly learn how your IT department conducts its Exchange operations. • Deploying the tools required for operating an Exchange Server 2003 organization Several tools are available to help troubleshoot problems and automate tasks. You can define a standard set of tools so the tasks performed by the operations team are done efficiently, consistently, and in a controlled manner. You should also implement processes to track incidents and major configuration changes. This topic gives you the understanding, tools, and best practices required to maintain an Exchange Server 2003 environment. It explains how the management of Exchange Server 2003 fits in with the overall MOF model. It will help you design your operational management environment and give you the means to implement procedures to keep your environment running smoothly. 6 Microsoft Operations Framework Microsoft Operations Framework (MOF) is a template on which you can design the procedures, controls, and roles required for the efficient operation of your IT infrastructure. The MOF Process Model MOF provides guidelines about how to plan, deploy, and maintain IT operational processes in support of mission-critical service solutions. MOF is a generic model so you must adapt many of the recommendations for use in your company. When you see references to “roles” in the MOF model, understand that a single person may be assigned many roles, especially in small companies. But even if you represent the whole IT department, the procedures and recommendations in this model are generally applicable. MOF is a structured and flexible model that is based on: • Microsoft consulting and support teams and their experiences working with enterprise customers and partners, as well as internal IT operations groups at Microsoft. • The IT Infrastructure Library (ITIL), which describes the processes and best practices required for the delivery of mission-critical service solutions. • ISO/IEC 15504 from the International Organization for Standardization (ISO), which provides a normalized approach to assessing software process maturity. MOF provides recommendations for deployments of various Microsoft products, such as Microsoft Windows® Server™ 2003 and Microsoft Exchange Server 2003. For detailed information about Microsoft Operations Framework see http://go.microsoft.com/fwlink/? LinkId=21640. For information about ITIL and ISO, see http://www.ogc.gov.uk/index.asp?id=2261 and http://www.iso.org and respectively. MOF complements and integrates with the Microsoft Solutions Framework (MSF). MSF is a disciplined approach to managing technology projects based on Microsoft internal practices, the experiences of Microsoft Product Support Services in working with customers and partners, and industry best practices in software development and project management. MSF is a deployment approach for the design and implementation of IT systems (for example, a migration project to move from Lotus Notes to Exchange Server 2003), whereas MOF addresses the daily management of a system or environment, such as an Exchange Server 2003 organization. Components of the MOF Process Model The MOF process model is composed of quadrants, operations management reviews, and service management reviews. Figure 1.1 shows how the MOF cycle works. 7 Figure 1.1 The Microsoft Operations Framework Cycle From the figure, you can see how the MOF process model moves clockwise and is split into four integrated quadrants, as follows: • Changing • Operating • Supporting • Optimizing These quadrants form a spiral life cycle that applies to IT operations from a specific application to uploads/Management/ operations-guide.pdf