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July 2007

Configuring Exchange Server 2007

You've installed the new software—here's what to do next
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SideBar    Server Configuration Steps for Exchange 2007

Configuring SSL Encryption. An SSL certificate is required for encryption when a Microsoft Outlook Web Access (OWA) client connects to the Client Access server. The only time an SSL certificate wouldn't be required on a Client Access server is when you offload SSL encryption to another device to conserve resources on your Exchange server.

The good news is that Exchange 2007 is flexible in the types of certificates it lets you use. You can use an Exchange 2007 self-signed certificate, purchase an SSL certificate from a Certificate Authority (CA), or get a certificate from a public key infrastructure (PKI) CA. The advantage of using a self-signed certificate is that it's free and easy to deploy. However, no one outside your organization will acknowledge the self-signed certificate as having come from a credible source. A certificate from a commercial CA caries credibility but can be expensive to purchase.

To use a self-signed certificate, you generate the certificate by using the Exchange Management Shell's New-ExchangeCertificate cmdlet, as follows:

New-ExchangeCertificate -GenerateRequest `
  -domainname <yourdomain.com> `
  -FriendlyName <yourdomain.com> `
  -privatekeyexportable:$true `
  -path c:\cert_myserver.txt

In the previous command, you'd replace yourdomain.com with the name of your domain. You can enter multiple domains separated by commas if you want. FriendlyName is the name that's displayed for the certificate being generated; it must be fewer than 64 characters. Figure 4 shows an example of this command and its output.

Regardless of how you obtain an SSL certificate, the procedure for installing the certificate is basically the same. Open Exchange Management Shell and enter the following command, where c:\newcert.cer is the path and filename for the certificate you're importing:

Import-ExchangeCertificate `
  -path c:\newcert.cer 

Now, copy a digest, or thumbprint, of the certificate data to the Clipboard by using the following command:

Dir cert\LocalMachine\My |fl 

If multiple certificates are displayed, select the appropriate certificate by its friendly name. Next, use the information from the Clipboard to enable the certificate on the default Web site by using the following command:

Enable-ExchangeCertificate -thumbprint `
  <the value stored in the Clipboard> `
  -services "IIS,IMAP,POP" 

The last step in the process is to verify that Microsoft IIS is configured to require SSL encryption for virtual directories. Choose Internet Information Services (IIS) Manager from the Administrative Tools menu. In the IIS Manager console tree, navigate to your Default Web site and expand the container to reveal a list of the virtual directories in the default Web site. For each of these directories, right-click the directory and choose Properties from the shortcut menu. In the Properties sheet, click the Directory Security tab, then click Edit in the Secure Communications section to display the Secure Communications dialog box. Select the Require Secure Channel check box and the Require 128-Bit Encryption check box. Click OK twice and move on to the next virtual directory. When you're done, you'll need to restart the POP3 and IMAP services.

Configuring EAS. You'll need to configure EAS only if some users in your organization use mobile devices to send and receive email. For this article, I'll assume that all your mobile users have devices running Windows Mobile 5.0; older versions aren't supported.

First, create a new EAS mailbox policy. Navigate through Exchange Management Console to Organization Configuration\Client Access. Now, click the New Exchange ActiveSync Mailbox Policy link in the Actions pane. Exchange Management Console opens a screen that lets you enter the particulars for your mailbox policy. As Figure 5 shows, you must enter a name for the policy you're creating, and you can set a number of security requirements, most of which are related to the device's password. Select the requirements appropriate for your organization, then click New to create the policy.

Keep in mind that merely creating a policy doesn't activate it; an EAS policy must be assigned to one or more mailboxes to be effective. Therefore, you can create multiple EAS policies and assign different policies to different users.

To assign an EAS policy to a mailbox, click the Exchange Management Console's Recipient Configuration container to display a list of all the mailboxes in the Exchange organization. Display the Properties sheet for the mailbox you want to apply the policy to and click the Mailbox Features tab. Choose the Exchange ActiveSync option from the list of mailbox features, then click Properties to display the Exchange ActiveSync Properties dialog box. Select the Apply an Exchange ActiveSync Mailbox Policy check box, then click Browse to locate and select the policy you want. Click OK twice to associate the policy with the mailbox.

Configuring the Hub Transport Server
You might need to perform as many as three post-installation tasks on servers hosting the Hub Transport role: configuring the domains for which you'll accept email, subscribing to an Edge Transport server, and creating a postmaster mailbox. Depending on the specifics of your Exchange organization, any or all of these tasks might be optional.

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