Office 365 Guides

Here is a comprehensive list of guides for different suites of Office 365 cloud services published by Microsoft till date. I intend to update this list with new releases as they occur. Hope this list is helpful to Office 365 users and prospective customers.

Name Description Includes
Office 365 Guides for professionals and small businesses Step-by-step instructions for setting up and using a Plan P1 trial account for Office 365 from Microsoft Online Services.
  1. Microsoft Office 365 Customer Purchase and Support Guide.docx
  2. Office 365 Trial Guide.docx
Microsoft Office 365 Guides for midsize business and enterprises Microsoft Office 365 Guides for midsize business and enterprises
  1. Microsoft Office 365 Purchase and Support Guide.docx
  2. Microsoft Office 365 Trial Guide.docx
Office 365 Deployment Guide for Enterprises This document is intended to help you understand the requirements and workflows for onboarding your organization to Microsoft Office 365 enterprise plans.
  1. Microsoft_Office_365_Deployment_Guide.pdf
Office 365 White Paper: Guidance for Office Development in Office 365 This white paper explains the primary differences between developing Microsoft Office client solutions for Microsoft SharePoint Online in Office 365 and for the on-premises version of SharePoint 2010
  1. GuidanceForOfficeDevelopmentInOffice365.docx
SharePoint Online for Office 365: Developer Guide Use the SharePoint Online for Office 365 Developer Guide to gain knowledge and understanding of SharePoint Online within Microsoft Office 365, and the rich features available to developers and designers.
  1. SPO_DevGuide.pdf
  1. SPO_DevGuide.xps
Migrate from Exchange Public Folders to Microsoft Office 365 This document outlines these considerations, discusses the most common public folder scenarios and how they are represented in Office 365 services. It also provides the information you need to decide whether Office 365 is a good match for you based on your current public folder usage.
  1. Migrate from Public Folders to Office 365.docx
Office 365 for Enterprise Service Descriptions Office 365 is a suite of Internet-based services that are designed to help meet your needs for robust security, 24/7 reliability, and user productivity. This set of documents provides service descriptions for the components of the suite.
  1. Microsoft Exchange Online Archiving Service Description.docx
  1. Microsoft Exchange Online for Enterprises Service Description.docx
  1. Microsoft Lync Online for Enterprises Service Description.docx
  1. Microsoft Office Professional Plus Service Description.docx
  1. Microsoft Office Web Apps Service Description.docx
  1. Microsoft SharePoint Online for Enterprises Service Description.docx
  1. Office 365 for Enterprises Support Service Description.docx
  1. Office 365 Identity Service Description.docx
  1. Office 365 Mobility Solutions Service Description.docx
  1. Office 365 Security and Service Continuity Service Description.docx
  1. Office 365 Support for Apple Mac and iOS Devices.docx

Automating with Windows Powershell

Windows PowerShell™ is a task-based command-line shell and scripting language designed especially for system administration. Built on the .NET Framework, Windows PowerShell™ helps IT professionals and power users control and automate the administration of the Windows operating system and applications that run on Windows.

Built-in Windows PowerShell commands, called cmdlets, let you manage the computers in your enterprise from the command line. Windows PowerShell™ providers let you access data stores, such as the registry and certificate store, as easily as you access the file system. In addition, Windows PowerShell™ has a rich expression parser and a fully developed scripting language.

Windows PowerShell™ includes the following features:

  • Cmdlets for performing common system administration tasks, such as managing the registry, services, processes, and event logs, and using Windows Management Instrumentation.
  • A task-based scripting language and support for existing scripts and command-line tools.
  • Consistent design. Because cmdlets and system data stores use common syntax and naming conventions, data can be shared easily and the output from one cmdlet can be used as the input to another cmdlet without reformatting or manipulation.
  • Simplified, command-based navigation of the operating system, which lets users navigate the registry and other data stores by using the same techniques that they use to navigate the file system.
  • Powerful object manipulation capabilities. Objects can be directly manipulated or sent to other tools or databases.
  • Extensible interface. Independent software vendors and enterprise developers can build custom tools and utilities to administer their software.

Watch this video to see how easily you can automate IT Tasks with Windows Powershell:

 

How to Access/Configure different features in Exchange 2010

I found the following table quite useful as it has organized the Exchange 2010 features accessed by EMC, alphabetically by feature. It includes the click path that shows you how to get to the feature and the related topics that explain how to manage the feature

Exchange 2010 features managed in the EMC and Shell

Feature

How to get there in the
Exchange Management Console

Related management topics

Accepted domains Organization Configuration > Hub Transport > Accepted Domains tabEdge Transport > Accepted Domains tab Managing Accepted and Remote Domains
Address lists Organization Configuration > Mailbox > Address Lists tab Managing Address Lists
Archive quotas, apply to mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Settings tab > Archive Quota > Properties Configure Personal Archive Quotas for a Mailbox
Best Practices Analyzer Toolbox > Best Practices Analyzer > Open Tool Microsoft Exchange Analyzers
Calendar settings, apply to mailbox Recipient Configuration > Mailbox > (Select Mailbox) Properties > Calendar Settings tab Managing User Mailboxes
Client Access server settings Server Configuration > Client Access > (Select Server) > Properties Managing Client Access Servers
Content filtering Edge Transport > (Select Server) > Anti-spam tab > Content Filtering Configure Content Filtering Properties
Customer Experience Improvement Program, opt-in or opt-out organization Microsoft Exchange On-Premises > Customer Feedback tab Opt-in or Opt-out of the Customer Experience Improvement Program
Customer Experience Improvement Program, opt-in or opt-out servers Server Configuration > (Select Server) > Properties > Customer Feedback Options tabServer Configuration > (Select Server Role Node) > (Select Server) > Properties > Customer Feedback Options tab Opt-in or Opt-out of the Customer Experience Improvement Program
Database availability group networks Organization Configuration > Mailbox > Database Availability Groups tab > (Select Database Availability Group) > Networks tab Create a Database Availability Group NetworkConfigure Database Availability Group Network Properties
Database availability groups Organization Configuration > Mailbox > Database Availability Groups tab Managing Database Availability Groups
Database copies Organization Configuration > Mailbox > Database Management tab > (Select Mailbox Database) > Database Copies tab Managing Mailbox Database Copies
Database switchover Organization Configuration > Mailbox > Database Management tabOrganization Configuration > Mailbox > Database Management tab > (Select Mailbox Database) > Database Copies tab Switchovers and Failovers
Databases Organization Configuration > Mailbox > Database Management tab Managing Mailbox DatabasesManaging Public Folder Databases
Details Templates Editor Toolbox > Details Templates Editor > Open Tool Managing Details Templates
Diagnostic logging Server Configuration > Mailbox > (Select Server) > Manage Diagnostic Logging Properties Manage Diagnostic Logging Levels
Distribution groups Recipient Configuration > Distribution Group Managing Distribution Groups
Dynamic distribution groups Recipient Configuration > Distribution Group Managing Distribution Groups
Edge Subscriptions Organization Configuration > Hub Transport > Edge Subscriptions tab Managing Edge Subscriptions
Edge Transport server settings Edge Transport > (Select Server) > Properties Managing Transport Servers
E-mail address policies Organization Configuration > Hub Transport > E-mail Address Policies tab Managing E-Mail Address Policies
E-mail addresses, apply to public folder Toolbox > Public Folder Management Console > Default Public Folders > (Select Mail-Enabled Public Folder) > Properties > E-Mail Addresses tab Configure Public Folder Properties
E-mail addresses, apply to recipient Recipient Configuration > (Select Recipient) > Properties > E-Mail Addresses tab Configure User and Resource Mailbox PropertiesConfigure Mail User Properties

Configure Mail Contact Properties

Configure Distribution Group Properties

Configure Dynamic Distribution Group Properties

Exchange ActiveSync mailbox policies Organization Configuration > Client Access > Exchange ActiveSync Mailbox Policies tab Managing Exchange ActiveSync with Policies
Exchange ActiveSync mailbox policies, apply to mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > Exchange ActiveSync > Properties Add Users to an Exchange ActiveSync Mailbox Policy
Exchange Control Panel Web site Server Configuration > Client Access > Exchange Control Panel tab > (Select Web Site) > Properties Configure ECP Virtual Directory Properties
External Client Access domains Server Configuration > Client Access > Configure External Client Access Domain Configure External Client Access Namespaces
Federation trusts Organization Configuration > Federation Trust tab Managing Federation
Full Access permission, mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Manage Full Access Permission Manage Full Access Permissions
Hub Transport server settings Server Configuration > Hub Transport > (Select Server) > Properties Managing Transport Servers
IMAP4, configure Server Configuration > Client Access > POP3 and IMAP4 tab > IMAP4 > Properties View or Configure IMAP4 Properties
IMAP4, enable, disable, or specify the MIME format for a mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > IMAP4 Enable or Disable IMAP4 Access for a User
IP Allow List providers Edge Transport > (Select Server) > Anti-spam tab > IP Allow List Providers Configure IP Allow List Providers Properties
IP Allow lists Edge Transport > (Select Server) > Anti-spam tab > IP Allow List Configure IP Allow List Properties
IP Block lists Edge Transport > (Select Server) > Anti-spam tab > IP Block List Configure IP Block List Properties
IP Block List providers Edge Transport > (Select Server) > Anti-spam tab > IP Block List Providers Configure IP Block List Providers Properties
Journal rules Organization Configuration > Hub Transport > Journal Rules tab Managing Journaling
License, input key Server Configuration > Enter Product Key Group Enter Product Key
License, view server and client licensing information Microsoft Exchange On-Premises > Collect Organizational Health Data tab Collect Organizational Health Data
Mail contacts Recipient Configuration > Mail Contact Managing Mail Contacts and Mail Users
Mail Flow Troubleshooter Toolbox > Mail Flow Troubleshooter > Open Tool NA
Mail users Recipient Configuration > Mail Contact Managing Mail Contacts and Mail Users
Mailbox server settings Server Configuration > Mailbox > (Select Server) > Properties Managing Mailbox Servers
Mailboxes, configure Recipient Configuration > Mailbox Managing User Mailboxes
Mailboxes, disconnected Recipient Configuration > Disconnected Mailbox Connect to the Disconnected Mailbox ServerConnect a Disconnected Personal Archive
Mailboxes, move Recipient Configuration > Mailbox > (Select Mailbox) > New Local Move Request or New Remote Move Request Managing Move Requests
MAPI, enable or disable for mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > MAPI Enable or Disable MAPI for a User Mailbox
Message delivery Organization Configuration > Hub Transport > Global Settings tab > (Select Transport Settings) > Properties > Message Delivery tab Configure Transport Settings Properties
Message delivery restrictions, apply to recipient Recipient Configuration > (Select Recipient) > Properties > Mail Flow Settings tab > Message Delivery Restrictions > Properties Configure Message Delivery Restrictions
Message size restrictions, apply to recipient Recipient Configuration > (Select Recipient) > Properties > Mail Flow Settings tab > Message Size Restrictions > Properties Configure Message Size Limits for a Mailbox or a Mail-Enabled Public Folder
Message tracking Toolbox > Message Tracking > Open Tool > (Log On to Outlook Web App) > (Select to Manage My Organization) > Reporting > Delivery Reports tab Track Messages with Delivery Reports
Move request, view or remove Recipient Configuration > Move Request Managing Move Requests
Offline address book virtual directory, configure Server Configuration > Client Access > Offline Address Book Distribution tab Configure Offline Address Book Distribution Properties
Offline address books (OABs) Organization Configuration > Mailbox > Offline Address Book tab Managing Offline Address Books
Organization relationships Organization Configuration > Organization Relationships tab Managing Federated Sharing
Organizational health, update Microsoft Exchange On-Premises > Organizational Health tab> Collect Organizational Health Data Collect Organizational Health Data
Organizational health, view Microsoft Exchange On-Premises > Organizational Health Data tab Collect Organizational Health Data
Outlook Anywhere, configure Server Configuration > Client Access > (Select Server) > Properties > Outlook Anywhere tab Managing Outlook Anywhere
Outlook Anywhere, enable or disable Server Configuration > Client Access > (Select Server) > Enable Outlook Anywhere Enable Outlook AnywhereDisable Outlook Anywhere
Outlook Web App mailbox policies Organization Configuration > Client Access > Outlook Web App Mailbox Policies tab Managing Outlook Web App Mailbox Policies
Outlook Web App mailbox policies, apply to mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > Outlook Web App > Properties Apply an Outlook Web App Mailbox Policy to a Mailbox
Outlook Web App virtual directories, configure Server Configuration > Client Access > Outlook Web App tab Managing Outlook Web App Virtual Directories
Performance Monitor Toolbox > Performance Monitor > Open Tool Performance and Reliability Monitoring Step-by-Step Guide for Windows Server 2008
Performance Troubleshooter Toolbox > Performance Troubleshooter > Open Tool NA
Personal archive, disconnected Recipient Configuration > Disconnected Mailbox Connect a Disconnected Personal Archive
Personal archive, enable or disable Recipient Configuration > Mailbox > (Select Mailbox) > Enable ArchiveOR

Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > Archive > Enable or Disable

Enable a Personal Archive for a New MailboxEnable a Personal Archive for an Existing Mailbox
POP3, configure Server Configuration > Client Access > (Select Server) > POP3 and IMAP4 tab > POP3 > Properties Managing POP3 and IMAP4
POP3, enable or disable for mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > POP3 Enable or Disable POP3 Access for a User
Public folder databases Organization Configuration > Mailbox > Database Management tab Managing Public Folder Databases
Public folder replication Toolbox > Public Folder Management Console > Default Public Folders > (Select Public Folder) > Properties > Replication tab Configure Public Folder Replication
Public folders Toolbox > Public Folder Management Console > Default Public Folders Managing Public Folders
Queue Viewer Toolbox > Queue Viewer > Open Tool Using Queue Viewer
Receive connectors Server Configuration > Hub Transport > Receive ConnectorsEdge Transport > Receive Connectors Managing Connectors
Recipient filtering Edge Transport > (Select Server) > Anti-spam tab > Recipient Filtering Managing Anti-Spam and Antivirus Features
Remote Connectivity Analyzer Toolbox > Remote Connectivity Analyzer > Open Tool Exchange Remote Connectivity Analyzer Tool
Remote domains Organization Configuration > Hub Transport > Remote Domains tab Managing Accepted and Remote Domains
Resource mailbox, configure Recipient Configuration > (Select Resource Mailbox) > Properties Managing Resource Mailboxes and Scheduling
Role Based Access Control (RBAC) User Editor Toolbox > Role Based Access Control (RBAC) User Editor > Open Tool > (Log On to Outlook Web App) > Administrator Roles tab and User Roles tab Administrator Roles TabUser Roles Tab
Routing Log Viewer Toolbox > Routing Log Viewer > Open Tool Using the Routing Log Viewer
Send As permissions, mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Manage Send As Permission Manage Send As Permissions for a Mailbox
Send As permissions, mail-enabled public folder Toolbox > Public Folder Management Console > Default Public Folders > (Select Mail-Enabled Public Folder) > Manage Send As Permission Manage Send As Permissions for Mail-Enabled Public Folders
Send connectors Organization Configuration > Hub Transport > Send Connectors tabEdge Transport > Send Connectors tab Managing Connectors
Send on behalf, mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mail Flow Settings tab > Delivery Options > Properties Configure User and Resource Mailbox Properties
Send on behalf, mail-enabled public folder Toolbox > Public Folder Management Console > Default Public Folders > (Select Mail-Enabled Public Folder) > Properties > Mail Flow Settings tab > Delivery Options > Properties Configure Public Folder Properties
Sender filtering Edge Transport > (Select Server) > Anti-spam tab> Sender Filtering Managing Anti-Spam and Antivirus Features
Sender ID Edge Transport > (Select Server) > Anti-spam tab > Sender ID Managing Anti-Spam and Antivirus Features
Sender reputation Edge Transport > (Select Server) > Anti-spam tab> Sender Reputation Managing Anti-Spam and Antivirus Features
Server switchover Server Configuration > Mailbox > (Select Server) > Switchover Server Perform a Server Switchover
Sharing policies Organization Configuration > Mailbox > Sharing Policies tab Managing Federated Sharing
Sharing policies, apply to mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Settings tab > Federated Sharing > Properties Managing Federated Sharing
Storage quotas, configure for a mailbox Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Settings tab > Storage Quotas > Properties Configure Storage Quotas for a Mailbox
Tracking Log Explorer Toolbox > Tracking Log Explorer > Open Tool NA
Transport dumpster Organization Configuration > Hub Transport > Global Settings tab > Transport Settings > Properties > General tab Configure Transport Settings Properties
Transport limits Organization Configuration > Hub Transport > Global Settings tab > (Select Transport Settings) > Properties > General tab Configure Transport Settings Properties
Transport rules Organization Configuration > Hub Transport > Transport Rules tabEdge Transport > Transport Rules tab Managing Transport Rules
Transport settings Organization Configuration > Hub Transport > Global Settings tab Configure Transport Settings Properties
UM auto attendants Organization Configuration > Unified Messaging > UM Auto Attendants tab Managing UM Auto Attendants
UM dial plans Organization Configuration > Unified Messaging > UM Dial Plans tab Managing UM Dial Plans
UM hunt groups Organization Configuration > Unified Messaging > UM IP Gateways tab > (Select IP Gateway) > UM Hunt Groups tab Managing UM Hunt Groups
UM IP gateways Organization Configuration > Unified Messaging > UM IP Gateways tab Managing UM IP Gateways
UM mailbox policies Organization Configuration > Unified Messaging > UM Mailbox Policies tab Managing UM Mailbox Policies
UM-enabled users Recipient Configuration > Mailbox > (Select Mailbox) > Properties > Mailbox Features tab > Unified Messaging > Properties Managing Unified Messaging Users
Unified Messaging server settings Server Configuration > Unified Messaging > Properties Managing Unified Messaging Servers
Unified Messaging server, enable or disable Server Configuration > Unified Messaging > (Select UM Server) > Disable Immediately or Disable After Calls Enable Unified Messaging on Exchange 2010Disable Unified Messaging on Exchange 2010

 

Exchange 2010 features managed only in the Shell

Feature

Manage by using

Address rewriting AddressRewriteEntry cmdlet setSee Transport Cmdlets
Attachment filter agent AttachmentFilterEntry cmdlet setAttachmentFilterListConfig cmdlet set

See Anti-Spam Cmdlets

Client access array ClientAccessArray cmdlet setSee Client Access Cmdlets
Database availability group network encryption and compression Set-DatabaseAvailabilityGroup
Database availability groups: alternate witness server and alternate witness directory Set-DatabaseAvailabilityGroup
Database availability groups: Datacenter Activation Coordination mode Set-DatabaseAvailabilityGroup
Database availability groups: IP Address Set-DatabaseAvailabilityGroup
Database availability groups: replication port Set-DatabaseAvailabilityGroup
Delivery agent connectors DeliveryAgentConnector cmdlet setSee Transport Cmdlets
Edge synchronization (EdgeSync) service settings, configure EdgeSyncServiceConfig cmdlet setSee Transport Cmdlets
EdgeSync, forcing or testing Start-EdgeSynchronizationTest-EdgeSynchronization
Exchange ActiveSync connectivity, test Test-ActiveSyncConnectivity
Exchange ActiveSync log, export Export-ActiveSyncLog
Exchange Control Panel connectivity, test Test-EcpConnectivity
Exchange Search Set-MailboxDatabase, with the -IndexEnabled parameterTest-ExchangeSearch

Get-FailedContentIndexDocuments

Global address lists (GALs) GlobalAddressList cmdlet setSee Mailbox Cmdlets
IMAP4 connectivity, test Test-ImapConnectivity
Import\export mailbox data Import-MailboxExport-Mailbox
Information Rights Management (IRM), configure IRMConfiguration cmdlet setSee Messaging Policy and Compliance Cmdlets
IP Allow and Block List providers, test Test-IPAllowListProviderTest-IPBlockListProvider
IP site link costs, Exchange-specific ADSiteLink cmdlet setSee Transport Cmdlets
Message flow, test Test-MessageTest-Mailflow
Messaging records management (MRM) 1.0: Managed folders ManagedFolder cmdlet setManagedFolderMailboxPolicy cmdlet set

Start-ManagedFolderAssistant

See Messaging Policy and Compliance Cmdlets

MRM 2.0: Retention policies RetentionPolicy cmdlet setRetentionPolicyTag cmdlet set

See Messaging Policy and Compliance Cmdlets

Multi-Mailbox Search MailboxSearch cmdlet setSee Messaging Policy and Compliance Cmdlets
Offline address book virtual directory, create New-OABVirtualDirectory
Outlook client connectivity, test end-to-end Test-OutlookConnectivity
Outlook Protection Rules OutlookProtectionRule cmdlet setSee Messaging Policy and Compliance Cmdlets
Outlook Web App connectivity, test Test-OwaConnectivity
Outlook Web App virtual directories, create or remove New-OwaVirtualDirectoryRemove-OwaVirtualDirectory
Outlook Web services connectivity, test Test-OutlookWebServices
POP3 connectivity, test Test-PopConnectivity
Recovery database, create New-MailboxDatabase
Recovery database, extract data Restore-Mailbox
Recovery items Set-Mailbox, using the following parameters:· RecoverableItemsQuota

· RecoverableItemsWarningQuota

· SingleItemRecoveryEnabled

Routing group connectors RoutingGroupConnector cmdlet setSee Transport Cmdlets
Safelist aggregation, force Update-SafeList cmdlet setSee Transport Cmdlets
Sender ID, test Test-SenderId
Service e-mail channel ServiceEmailChannel cmdlet setSee Client Access Cmdlets
Transport agents TransportAgent cmdlet setSee Transport Cmdlets
Transport latency, calculating MessageLatencyReport cmdlet setSee Transport Cmdlets
Transport pipeline analysis Get-TransportPipeline
UM connectivity, test Test-UMConnectivity
UM incoming calls, view active Get-UMActiveCalls
Web services connectivity, test Test-WebServicesConnectivity
X.400 authoritative domains X400AuthoritativeDomains cmdlet set

 

Note: If you’re looking for a feature that was in Exchange Server 2007 or Exchange Server 2003 and you can’t find it in this topic, the feature may have been renamed or removed in Exchange 2010. For more information, see Discontinued Features and De-Emphasized Functionality.

Configuring Exchange Server 2010 for Best Performance and Scalability

Generally, the maximum level performance for a server is determined by the component that has the lowest performance—the bottleneck in the system. The key to improving performance is being able to identify bottlenecks, determine their cause, and take the appropriate corrective action.

Processor Performance

Exchange 2010 benefits significantly when running on multi-core processors.

Recommended Load - The processor usage on a server should maintain a load of about 60 percent during peak working hours. This percentage level allows room for periods of extreme load.

Bottleneck – If the processor usage is consistently greater than 75 percent, processor performance is considered a bottleneck.

Selecting the Appropriate Processor

The release to manufacturing (RTM) version of Exchange 2010 is only supported in production environments when the x64 version of Exchange 2010 is installed on a computer with x64-compatible processors running 64-bit editions of Windows Server 2008 or Windows Server 2008 R2.

Hyper-Threading

Hyper-threading causes capacity planning and monitoring challenges, and as a result, the expected gain in CPU overhead is likely not justified. Hyper-threading should be disabled by default for production Exchange servers and only enabled if absolutely necessary as a temporary measure to increase CPU capacity until additional hardware can be obtained.

Virtual Deployments

The CPU overhead associated with running a guest operating system in a virtual machine was found in testing to range between 9 percent and 12 percent. For example, a guest operating system running on a virtual machine typically had available 88 percent to 91 percent of the CPU resources available to an equivalent operating system running on physical hardware. It is recommended to reduce the user capacity of Mailbox servers by 10 percent to account for hypervisor processor overhead.

Processor configurations for Exchange 2010 server roles

Exchange 2010 Server Role No. of Recommended Processor Cores Notes
Edge Transport 12  
Hub Transport 12 A configuration for the Hub Transport server role of 8 x processor cores is recommended in organizations where Hub Transport servers are deployed with several Mailbox servers and thousands of mailboxes. Servers with larger processor cores can be efficiently used when the Hub Transport server is configured to use antivirus and anti-spam tools. Processor utilization is based on several factors such as message rate, average message size, number of enabled transport agents, antivirus configuration, and third-party applications.
Client Access 12 In Exchange 2010 architecture, most of the client-specific functions have been moved from the Mailbox server to the Client Access server. In Exchange 2010, messages are converted on the Client Access server when they’re accessed by a non-MAPI client (for example, POP3 and IMAP4 clients). In addition, rendering for Microsoft Office Outlook Web App is performed on the Client Access server, as opposed to the Microsoft Exchange Information Store service in previous versions of Exchange.

These architectural changes allow the Client Access server to offload significant processing from the Mailbox server and to effectively utilize 8 x processor cores. Servers with 2 x processor cores can be utilized for Client Access servers in organizations where there aren’t enough mailboxes or insufficient non-MAPI client traffic to warrant using 4 x processor core servers.

Unified Messaging

Note:

Recommendations based on Unified Messaging being deployed with the default configuration that includes Voice Mail Preview enabled.

12 A configuration for the Unified Messaging server role of 8 x processor cores is recommended. Multiple cores are used on the Unified Messaging server for several architectural functions such as .wav to Microsoft Windows Media Audio (WMA) conversions for voice mail messages. Servers with 2 x processor cores can be used for Unified Messaging servers in organizations where there aren’t enough mailboxes or insufficient Unified Messaging server activity to warrant using 4 x processor core servers.
Mailbox 12 The recommendation configuration for the Mailbox server role is based predominantly on mailbox count and user profile. A 4 x processor core server provides a good balance between price and performance, and it should be able to host several thousand mailboxes. Sizing for the Mailbox server requires an understanding of the average client user profile. This profile can be collected using transport performance counters that indicate overall message throughput within an Exchange system. You can use the Microsoft Exchange Server Profile Analyzer or third-party tools.
Client Access/Hub Transport combined role (Client Access and Hub Transport roles running on the same physical server) 12  
Multiple role (Client Access, Hub Transport, and Mailbox server roles running on the same physical server) 24 As a general guideline, a multiple role server should be sized to use half of the available processor cores for the Mailbox role and the other half for the Client Access and Hub Transport roles. The maximum recommended processor core configuration is listed at 24 x processor cores for the multiple server roles configuration to indirectly provide guidance on the maximum number of users that should be hosted on a multiple role server. Although this configuration can use more than 24 x processor cores, it is not recommended.

For more information about how different processors perform, see Understanding Processor Configurations and Exchange Performance.

Memory Performance

Exchange 2010 on the 64-bit editions of the Windows Server 2008 operating system can efficiently utilize upwards of 64 GB of memory (Mailbox server role).

Different server architectures have different memory limits. It is recommended that you check the following technical specifications of the server to determine the most cost-efficient maximum memory configuration for your servers:

Memory speed – Some server architectures require slower memory modules to scale to the maximum supported amount of memory in a specific server. For example, maximum server memory could be limited to 32 GB with PC3 10666 (DDR3 1333) or 128 GB using PC2 6400 (DDR2 800). You should check with the manufacturer to ensure that the memory configuration target for Exchange 2010 is compatible in terms of speed.

Memory module size – Consider the largest memory module size that the server will support. Generally, the larger the memory module, the more expensive. For example, two 2 GB DDR SDRAM memory modules generally cost much less than one 4GB DDR SDRAM memory module and two 4 GB DDR SDRAM memory modules generally cost much less than one 8GB DDR SDRAM memory module. Make sure the maximum memory module size allows you to meet your target memory requirements for Exchange 2010.

Total number of memory slots – Consider how many memory modules that a specific server will support. The total number of slots multiplied by the maximum memory module size provides the maximum memory configuration for the server. Keep in mind that memory modules must sometimes be installed in pairs.Be aware that some servers experience a performance improvement when more memory slots are filled, while others experience a reduction in performance. Check with your hardware vendor to understand this effect on your server architecture.

Recommended Memory Configurations

The following table shows the minimum supported and recommended maximum memory configurations for Exchange 2010.

Memory configurations for Exchange 2010 servers based on installed server roles

Exchange 2010 server role Minimum supported Recommended maximum
Edge Transport 4 GB 1 GB per core (4 GB minimum)
Hub Transport 4 GB 1 GB per core (4 GB minimum
Client Access 4 GB 2 GB per core (8 GB minimum)
Unified Messaging 4 GB 2 GB per core (4 GB minimum)
Mailbox 4 GB 4 GB plus 3-30 MB additional memory per mailbox:

The total required memory is based on the user profile and database cache size.

Client Access/Hub Transport combined role (Client Access and Hub Transport server roles running on the same physical server) 4 GB 2 GB per core (8 GB minimum)
Multiple roles (combinations of Hub Transport, Client Access, and Mailbox server roles) 8 GB 4 GB plus 3-30 MB additional memory per mailbox:

The total required memory is based on the user profile and database cache size.

For more information about how different memory configurations perform, see Understanding Memory Configurations and Exchange Performance.

Network Performance

For Mailbox servers, gigabit Ethernet (1,000 megabits per second (Mbps) or 1 gigabit per second (Gbps)) is recommended.

Multiple switched fast Ethernet networks of gigabit Ethernet connections are recommended.

Storage Performance

Physical Disk Types

Supported physical disk types

Physical disk type Description Supported/best practices
SATA Serial ATA (SATA) is a serial interface for ATA and integrated device electronics (IDE) disks. SATA disks are available in a variety of form factors, speeds, and capacities.

In general, choose SATA disks for Exchange 2010 mailbox storage when you have the following design requirements:

  • High capacity
  • Moderate performance
  • Moderate power utilization
Supported: 512 byte sector disks only. 4KB sector disks, including those which use 512-byte emulation, are currently not supported.

Requires battery backed caching array controller for optimal data reliability and I/O performance. Physical disk-write caching must be disabled when used without an uninterruptable power supply (UPS). When considering SATA disks, we recommend considering Enterprise class SATA disks, which generally have better heat, vibration, and reliability characteristics.

SAS SAS is a serial interface for Small Computer System Interface (SCSI) disks. SAS disks are available in a variety of form factors, speeds, and capacities.

In general, choose SAS disks for Exchange 2010 mailbox storage when you have the following design requirements:

  • Moderate capacity
  • High performance
  • Moderate power utilization
Supported: 512 byte sector disks only. 4KB sector disks, including those which use 512-byte emulation, are currently not supported.

Physical disk-write caching must be disabled when used without a UPS.

Fibre Channel (FC) FC is an electrical interface used to connect disks to Fibre Channel-based SANs. FC disks are available in a variety of speeds and capacities.

In general, choose FC disks for Exchange 2010 mailbox storage when you have the following design requirements:

  • Moderate capacity
  • High performance
  • SAN connectivity
Supported: 512 byte sector disks only. 4KB sector disks, including those which use 512-byte emulation, are currently not supported.

Physical disk-write caching must be disabled when used without a UPS.

Solid-state drive (SSD) (flash disk) An SSD is a data storage device that uses solid-state memory to store persistent data. An SSD emulates a hard disk drive interface. SSD disks are available in a variety of, speeds (different I/O performance capabilities) and capacities.

In general, choose SSD disks for Exchange 2010 mailbox storage when you have the following design requirements:

  • Low capacity
  • Extremely high performance
Supported: 512 byte sector disks only. 4KB sector disks, including those which use 512-byte emulation, are currently not supported.

Physical disk-write caching must be disabled when used without a UPS.

In general, Exchange 2010 Mailbox servers don’t require the performance characteristics of SSD storage.

Database and log file choices for the Exchange 2010 Mailbox server role

Database and log file options Description Stand-alone: supported/best practices High availability: supported/best practices
File placement: Database/log isolation Database/log isolation refers to placing the database file and logs from the same mailbox database onto different volumes backed by different physical disks. Best practice: For recoverability, move database file (.edb) and logs from the same database to different volumes backed by different physical disks. Isolation of logs and databases isn’t required.
File placement: Database files/volume Database files/volume refers to how you distribute database files within or across disk volumes. Best practice: Based on your backup methodology. Supported: When using JBOD, divide a single disk into two volumes (one for database, one for log stream).
File placement: Log streams/volume Log streams/volume refers to how you distribute database log files within or across disk volumes. Best practice: Based on your backup methodology. Supported: When using JBOD, divide a single disk into two volumes (one for database, one for log stream).

Best practice: When using JBOD, single database per log per volume.

Database size The on disk database file size (.edb). Supported: Approximately 16 terabytes (TB)

Best practice:

  • 100 gigabytes (GB) or less.
  • Provision for 120 percent of calculated maximum database size
Supported: Approximately 16 TB

Best practice:

  • 2 TB or less.
  • Provision for 120 percent of calculated maximum database size.
Log truncation method The process for truncating and deleting old database log files. There are two mechanisms:

  • Circular logging, in which Exchange deletes the logs.
  • Log truncation, which occurs after a successful full or incremental Volume Shadow Copy Service (VSS) backup.
Best practice:

  • Use backups for log truncation (for example, circular logging disabled).
  • Provision for three days of log generation capacity.
Best practice:

  • Enable circular logging for deployments that use Exchange 2010 data protection features.
  • Provision for three days beyond replay lag setting of log generation capacity.