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Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith http://blogs.technet.com/danielkenyon-smith/default.aspx

Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

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Page 1: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Recipient Management, Policies, and Permissions in

Exchange 2007

Daniel Kenyon-smith

http://blogs.technet.com/danielkenyon-smith/default.aspx

Page 2: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Introduction

Daniel Kenyon-smith

Page 3: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Audience Discovery

Exchange 5.5

Exchange 2000 or 2003

Exchange 2007

Page 4: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

What Will We Cover?

• Recipient management model update

• Administrative permission model

overview

Administrative

Page 5: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Level 300

Helpful Experience

IT administration experience with Microsoft Exchange Server 2003, Exchange 2000 Server, or Exchange Server 5.5

Page 6: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Using the Exchange 2007 Toolset•New ways of working

• Managing Recipients•New recipient types

• Understanding Administrative Permissions•Split permission model

•Delegation

Agenda

Page 7: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Make it simple, intuitive, and organized

• Enable administrative automation

Design Principles

Page 8: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Using the Exchange 2007 Toolset

• Managing Recipients

• Understanding Administrative Permissions

Agenda

Page 9: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

PowerShell Engine

Exchange cmdlets

AD*

RegistryFiles

E2007Store

Processboundary

* AD=Active Directory

Exchange 2007 Management Model

Page 10: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

PowerShell Engine

Exchange cmdlets

AD*

RegistryFiles

E2007Store

Processboundary

Command-line

* AD=Active Directory

Exchange 2007 Management Model

Page 11: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

PowerShell Engine

Exchange cmdlets

AD*

RegistryFiles

E2007Store

Processboundary

WinForms

PowerShell data provider

Command-line

Graphical* AD=Active Directory

Exchange 2007 Management Model

Page 12: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Exchange System Manager

Page 13: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Exchange Management Console

Console treeConsole tree11

11

Result paneResult pane2222

Work paneWork pane33

33 Action paneAction pane4444

Page 14: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Wizard Interface

Page 15: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• The Shell is a powerful and flexible

command-line interface

• Built on command-line PowerShell technology

from Windows

• Extends functionality of the Exchange Management Console

• Supports automation and bulk operations

• Enables administrators to write secure automation scripts

Exchange Management Shell

Page 16: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Exchange Management Shell Continued

• Object-oriented data handling

• Namespaces enable groups or

families of related commands

• Pipelining

• Access to CMD commands

• Trusted scripts

Page 17: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Why Use the Shell?

• One-liners

• Raw mode

• Whatif?

• Interactive

Page 18: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Using the Exchange 2007 Toolset

• Managing Recipients

• Understanding Administrative Permissions

Agenda

Page 19: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Challenges

• Improve poor separation between Active

Directory and Exchange administration

• Make implementation of split-permissions

model easier

Page 20: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Mailbox ComponentsActive Directory

User John Smith

Exchange 2007

MailboxJohn Smith

User Mailbox – John Smith

Page 21: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Challenges Continued

• Automate user management

• Solve Recipient Update Service problems

• Admin role delegation needs to be more

granular

Page 22: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Simplified recipient provisioning

• Instant-on recipients

• Rich filtering support

• New recipient types

• Policy support for select mailbox settings

What’s New

Page 23: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

What’s New

• Unified Messaging

• New and improved client functionality

• Information worker functionality

Page 24: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Explicit Recipient Types

• Recipient types are now explicit versus

implicit

• Visual indicator

• Filtering on type

Page 25: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Mailboxes

• MailboxUser

• SharedMailbox

• LinkedMailbox

• LegacyMailbox

• Catch-All Mailbox

Page 26: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Resource Mailboxes

• ConferenceRoomMailbox

• EquipmentMailbox

Page 27: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Contacts

• MailEnabledContact

• MailEnabledUser

Page 28: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Distribution Groups

• MailEnabled

UniversalSecurityGroup

• MailEnabled

UniversalDistributionGroup

• MailEnabled

NonUniversalGroup

• MailEnabled

DynamicDistributionGroup

Page 29: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Recipient types Exchange 2007

Page 30: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Public Folders

• Deemphasized in 2007

• Supported through the Shell

• Mixed environments still use public

folders

Page 31: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Rich Filtering

• Server and Recipient Configuration

workcenter can filter objects

• Support for up to 10 expressions

• Support for AND and OR

Page 32: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Recipient Scoping

• Domain- and forest-wide scoping supported

• Results size limited to 1,000, but can be overridden

• Console uses same list of GCs and DCs used by Services

Page 33: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Pickers

Page 34: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Demo

Locating Recipients

Work with Recipient TypesUse FilteringUse Domain and Forest Scoping

demonstration

Page 35: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Enable/Disable

• Enable/Disable

• Adds or removes Exchange attributes

from existing Active Directory objects

Page 36: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

New/Remove

• Creates or deletes Active Directory

objects and adds or removes Exchange

attributes

Page 37: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Demo

Creating Recipients

Create and Manage MailboxesCreate Distribution Groups and Dynamic

Distribution GroupsCreate ContactsDisable or Remove Recipients

demonstration

Page 38: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Restore mailboxes

• Simplified proxy address

• Advanced settings

Mailbox Management Updates

Page 39: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Exclusive use of universal groups to

avoid DL expansion problems in

multidomain environments

• Simplified proxy address

• Advanced settings

Distribution Group Management Updates

Page 40: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Created pre-defined filters

• Simplified proxy address

• Advanced settings

Dynamic Group Management Updates

Page 41: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Created pre-defined filters

• Mailbox Manager functionality separated

from e-mail address policies

• Ability to schedule creation and

application of e-mail address policies

E-mail Address Policy Updates

Page 42: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• RUS no longer needed

• Automatic update of e-mail address policy

• Advanced settings

E-mail Address Policy Updates Continued

Page 43: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Created pre-defined filters

• Ability to schedule creation and

application of address lists

• RUS no longer needed

• Advanced settings

Address List Updates

Page 44: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Public folder distribution optional, but still

supported

• New HTTP(S)-based distribution

mechanism

• Advanced features

Offline Address List Updates

Page 45: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

General Recipient Management

• Use Templates to Create Recipients

• Secure Recipient Templates

• Set storage quotas on a mailbox

• Set delivery options on a mailbox

• Add a new e-mail address to a mailbox

• Policy support for a mailbox

Page 46: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Using the Exchange 2007 Toolset

• Managing Recipients

• Understanding Administrative Permissions

Agenda

Page 47: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Exchange 2003 Security and Permissions Model

• Exchange Full Administrator

• Exchange Administrator

• Exchange View Only Administrator

Page 48: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

How Things Have Changed

Admin Groups

Exchange 200xExchange 5.x

Sites

Exchange 2007

Granular

Page 49: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Why We Made Changes

• Separate Admins for Exchange and AD

• A lack of granularity

• Perception

• No clear separation

Page 50: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

New Administration Model

• New administrator roles

• Exchange Management Console

• Exchange Management Shell

Page 51: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• More granular delegation abilities

• Incorporated usage of universal security

groups to represent the different roles

• Authorization same as Exchange 2003

What’s New

Page 52: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Setup creates a USG for each admin role in

forest root domain

• SID of each USG is granted rights on all the

Exchange objects and property sets

• Coexistence with Exchange 2003 delegation

model works – permissions are additive

Universal Security Group Usage

Page 53: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Exchange-specific Active Directory property

sets

• ACL-ing is based on new property sets, not

individual attributes

• Exchange-information property set

• Exchange-personal information property set

Property Sets

Page 54: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Global data

• Server data

• Recipient data

• Hierarchy maps to admin roles and console

navigation tree

Data Hierarchy

Page 55: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Roles

Page 56: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Exchange Server Admin

• Exchange Recipient Admin

Role-Effective Rights

Page 57: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Demo

Delegating Admin Roles

Use the Delegate WizardConfigure mailbox permissions Set Advanced Permissions from the Shell

demonstration

Page 58: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Session Summary

• Recipient management is simple,

intuitive, and organized

• Split permissions is now supported

• Permissions model more granular

Page 59: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

www.microsoft.com/technet/EXC-106

Visit TechNet at:

www.microsoft.com/technet

Visit the following site for additional information:

For More Information

Page 60: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Exchange 2007 Public Beta

Be the first to know about upcoming Microsoft

betas! Register to receive updates on the

Exchange 2007 public beta through a

customized Microsoft TechNet Flash

newsletter! Find out more here:

http://www.microsoft.com/technet/pro

dtechnol/beta/preregister.mspx

Page 61: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

This book can be purchased at all major bookstores and online retailers

Non-Microsoft Publications

Page 62: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Course ID Title

3910 Getting Started with MicrosoftExchange Server 2007 Clinic

3911 Getting Started with MicrosoftExchange Server 2007 HOL

For training information and availability: www.microsoft.com/learning

Training Resources

Page 63: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

• Self-study learning tool free to anyone

• Determines skills gaps

• Provides learning plans

• Post your score; see how you stack up

Visit:www.microsoft.com/assessment

Readiness with Skills Assessment

Page 64: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Become a Microsoft Certified Professional

• What are MCP certifications?

Validation in performing critical IT functions

• Why certify?

Wide recognition of skills gained through experience

More effective deployments with reduced costs

• What certifications are there for IT pros?

MCP, MCSE, MCSA, MCDST, MCDBA

www.microsoft.com/learning/mcp

Page 65: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

www.microsoft.com/technet/subscriptions

Heard the News About TechNet?

• Software without time limits

• Complimentary technical support

• The most current resources on hand

Page 66: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

Find all these support options at www.microsoft.com/technet/supportMicrosoft offers a progressive series of support options starting with no-charge online support and developing through subscription, incident, and contract support.

1. No-Charge Online Support

Knowledge BaseSearch a vast database of articles to pinpoint the information you need.

NewsgroupsAccess over 20,000 active newsgroups on scores of topics.

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Events and Errors Message CenterResolve event and error messages fast with explanations, recommendations, and links to support and resources.

Support WebcastsTune in to live technical presentations by Microsoft experts and take part in real-time Q&A.

ChatsChat online with Microsoft specialists or search the transcript archives.

User Group ProgramAccess information and support for IT and other interest-specific user groups.

TechNet Security Resource CenterGet ahead of security risks with resources that keep you current, including security newsletters and the Microsoft notification service.

2. Subscription-Based Support

TechNet SubscriptionSubscribe to TechNet for a personal library of articles, service packs, how-to’s, resource kits, tools, utilities, and more. Your subscription includes monthly updates delivered on CD or DVD, so you always have the latest information, straight from the source.

Upgrade to a TechNet Plus subscription and add all this:

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Page 67: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

•Free chats and webcasts

•List of newsgroups

•Microsoft community sites

•Community events and columns

Where Else Can I Get Help?

www.microsoft.com/technet/community

Page 68: Recipient Management, Policies, and Permissions in Exchange 2007 Daniel Kenyon-smith

© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.

Q & A