Lab_Setup_Reference_Document.pdf
Transcript of Lab_Setup_Reference_Document.pdf
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LAB SETUP OVERVIEW
BY J. PETER BRUZZESE
The purpose of this document is to provide you with everything you need to know to follow along with
our Exchange 2010 Training course to the greatest degree possible. Though at times we may offer
alternative methods, the primary context of this document is to tell you exactly how we have setup our
own environment step-by-step so you can duplicate our every move.
Note: Although the Scenario we utilize throughout the series focuses on two different domains,
Globomantics.com and ParaisoBrokerage.com, we are focused solely on Globomantics at this
time. The ParaisoBrokerage domain is a demonstration domain that illustrates various aspects of
Exchange that do not come into play within the scope of our Globomantics organization. Its
purpose is to ensure that you, the learner, can see more than one type of solution and
sometimes that means stepping outside of the Globomantics environment to provide a realistic
second party approach. Feel free to duplicate ParaisoBrokerage in your environment if you like,
but it is not within the scope of this document to assist you in doing so.
THE SERVER
Assuming youve watched the Lab Setup video you already know that the server chosen to handle this
course (and it was in fact purchased specifically to meet the needs of the challenging multi-server
scenario necessary to show Exchange from every angle) is a Dell T310 with a 2.4 GHz Xeon
Processor and 16 GB of RAM. The goal here was virtualization and I knew we would need between 8
and 10 servers overall (plus the Hyper-V Server itself). RAM is the key element to virtualization and we
will discuss the allotments in a moment when we discuss setting up each child VM.
TO FOLLOW ALONG:
1. Install Server 2008 R2.
Once the server is up and running,
2. Provide a static IP address, subnet mask and default gateway.
I used 192.168.1.101 (with a 255.255.255.0 subnet mask).
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My office router is a D-Link connected up to an external ISP for Internet. The IP coming in from the ISP
is dynamic which isnt ideal at times when setting up Exchange because sometimes anti-spam solutions
will check back to your IP and note the dynamic nature of it and refuse mail coming from your
environment.
To correct this,
3. Request a static IP from your ISP for a fee.
My internal IP (and hence, the default gateway) is simply 192.168.1.100.
Being that this server will not be a DNS server, nor will it be a part of the domain itself for Globomantics,
I set the DNS to also point off to 192.168.1.100 (because my D-Link router is also DNS oriented and will
provide the forwarding necessary). I also named the server something other than the names that the
server provides automatically and then checked for any Windows Updates.
Note: I named the server itself Kamino (after the name of the planet in Star Wars where all of
the clones who became stormtroopers were created).
WORKING WITH HYPER-V
Once the server was up and running with all updates installed, I added the Hyper-V role through the
Roles options in Server Manager.
To do this,
1. Open Server Manager (although it should open automatically upon login) and select the Role
option in the hierarchy (as shown in Figure 1).
2. Click the Add Roles link within the working pane to choose Hyper-V.
Upon reboot your system will now be a parent virtual machine (or VM) and you will have the
ability to add additional child VMs through the Hyper-V Manager.
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Figure 1: The Server Manager options for adding in Roles.
For additional information in working with Hyper-V you can visit the Microsoft web site:
http://www.microsoft.com/hyper-v-server/en/us/default.aspx
THE HYPER-V MANAGER
1. Open the Hyper-V Manager by selecting the Start button and choosing Administrative Tools and
then Hyper-V Manager.
In the Lab Setup video we walked you through some of the options here but you can see from
Figure 2 that you have your server (in our case Kamino), your virtual machines (filled with all
sorts of systems that are named as VMs which do not reflect the names you provide to the
systems themselvesthe two are not connected), and you have your Actions pane.
http://www.microsoft.com/hyper-v-server/en/us/default.aspx
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Figure 2: The Hyper-V Manager
You need to create empty VMs with memory requirements and hard disk requirements that you will
ultimately install your servers into.
2. Use the New action from the Actions pane and choose Virtual Machine.
3. Follow the wizard.
Depending on the VM you are creating, you will want to provide different memory settings. Using 2048 is
safe for all systems to perform the work we need to handle in a lab environment and follow along with
the course. However, if you want to save some memory room you can use 1024 on the Edge Transport
server roles. I also used 1024 on all Mailbox server roles that were not my main roles, just used for the
High Availability lessons later on in the course.
As for hard disk settings you want to configure for 20 GB which will give you plenty of room to install
your OS, your Exchange files and more.
SERVERS TO CONFIGURE:
NYDC1: This is a server where you will install Server 2008 R2 and configure Active Directory and DNS to
run off of it as shown in the Lab Setup video (running DCPROMO).
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1. Install the server into the VM and configure the IP settings to be 192.168.1.1 with a
255.255.255.0 subnet mask
2. Point the default gateway off to the router (which in my case is 192.168.1.100).
For DNS you are going to want to point it at itself (you can use the 127.0.0.1) with the
secondary DNS address pointing to the router at 192.168.1.100.
Remember to change the name. You dont have to use NYDC1 but you dont want to
leave the default and upgrade to Active Directory in this way.
When you install Active Directory following the method in the Lab Setup video, remember
to install the DNS side as well.
In determining your domain name you should consider if this is going to be a fully functional Exchange
organization when you are done or simply a lab organization.
Will I need to send and receive email to the Internet from this organization for real when I am
finished?
Then you will need to register a domain name with GoDaddy or some other provider, as
explained in Lab Setup video.
Even if you simply want to follow along with the course when it comes to certificates and federation, you
will need a registered DNS name. Watch the Lab Setup video to help you make your decision as to what
kind of naming structure you want to go with. You may decide on a bogus internal FQDN structure but
register a real DNS name that is different from what you use in-house. In our video series however, we
use Globomantics.com for both the internal and external domains. We use GoDaddy to handle our DNS
for external connections and we use our internal DNS infrastructure for the internal side.
Note: The DNS server will update itself automatically with all the IP addresses of additional
servers that join the domain. The one server that will be unique is the Edge Transport server
because you do not join the domain with this server so you will need to go into DNS and
configure a manual A host record for that Edge Transport server. Without this in place your Edge
Subscription (shown later on in the course) will fail because your Hub Transport server will not
see your Edge Transport server.
Once you have NYDC1 setup and running Active Directory and DNS, that server is pretty much left alone
for the majority of the course. You may update the Schema from here and you might return to add
users; however, most of these tasks can be one without actually working on the literal machine. So, you
leave NYDC1 running and supporting the AD side to our Lab Setup.
Cant I just install Exchange on a DC?
Yes, but it is not supported as Best Practice for a variety of different reasonsperformance,
security-oriented, and otherwise. In a lab situation, however, you are welcome to reduce the
number of needed servers by installing Exchange directly on the DC. In our case, we chose to go
with real-world best practices and set it up separately.
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ADDITIONAL SERVERS:
You are going to install three additional servers to move forward in the course from the Globomantics
perspective. At this time they will all be setup exactly the same way.
Follow these steps:
1. Configure the Child VMs to have 2048 MB of RAM (unless you decide to go 1024 on the Edge)
with 20 GB of RAM.
2. Install Server 2008 R2
Note: you can use 2008 if you like, but we go all R2 in the course
3. Rename each server to a name that relates to the roles.
In the course we have EX2K10MB1, we have EX2K10PRIME (which seemed like a good idea for
naming when you have CAS and HT together) and we have EDGE.
4. Configure IP address settings to be 192.168.1.x (with x being .2, .3, .4 or whatever addressing
you think is best for your lab) and subnet masks being 255.255.255.0 with each of them pointing
off to your default gateway (in my case 192.168.1.100).
5. Join EX2K10MB1 and EX2K10PRIME to the domain (DO NOT JOIN the EDGE server to the
domain).
6. Move over your Exchange installation software.
If you are working with an ISO, you can mount that ISO in the VM settings for DVD so that you
can install through the ISO. If you have an EXE you can move it into the server and open it to
expand the files so that you can eventually click the Setup file and perform the installation.
Next? Nothing. We will continue the process within the course itself. In the videos following, we will
use some PowerShell commands to help us in configuring all the little side elements that need to be
installed and configured. This is much better than trying to manually go through and perform these
tasks.
Take a look at some of the prerequisites here and the commands for both Server 2008 and
Server 2008 R2 here: http://technet.microsoft.com/en-us/library/bb691354.aspx
http://technet.microsoft.com/en-us/library/bb691354.aspx
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WHERE DO WE GO FROM HERE
At this point you have several servers installed and running on a Hyper-V box. They are all ready to have
the prerequisites be the focus. Those prerequisites will call for changes to the Active Directory Schema
and the domain configuration through commands we will run (and you can see running in the video
series). We will use the PowerShell cmdlets to install all the prerequisite roles and features on each
server that requires those pieces. We will install Exchange and the various role types that are designed
for each of these servers in videos ahead as well.
At this point, you are on the cusp of exploding into a world of Exchange. Take a deep breath exhale
and Ill see you in the next lesson.
Possible Alternative Configurations
Its understandable that you may not have the hardware to perform a multi server install as we have
outlined above. Perhaps you have a server with 4 GB or 8 GB of RAM and you know that at some point
you will run out of memory or resources. Do not stress to too great a degree. You may want to setup
multiple desktop systems with 4 GB of RAM and run some form of client-side, type-2 virtualization
product (I personally like VMWare Workstation for this sort of thing) to allow you to run a single
Exchange VM or 2 Exchange VMs) and build out your Lab in this way.
However, you should know that you can follow along with 90% of this course with 2 servers. One server
running as a DC with DNS, which is also running the Mailbox, Hub Transport and Client Access roles
and another server running the Edge Transport role. Now, you wont be able to do any High Availability.
And you wont be able to do more than configure your UM (which is actually the case with the structure
you have outlined above because you would need a VoIP Gateway or some actually telephony
infrastructure to perform UM testing). BUT you would be able to perform most of the configuration
outlined in the course itself.
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Hardware:
16 GB of RAM
2.4 GHz Processor
Software/Roles Installed:
Server 2008 R2
Hyper-V Role
Networking:
IP Address: 192.168.1.101
Subnet Mask: 255.255.255.0
Default Gateway:192.168.1.100
THE SERVER (KAMINO) THE DOMAIN CONTROLLER (NYCD1)
EACH VM
Software/Roles Installed:
Server 2008 R2
Active Directory
DNS
Networking:
IP Address: 192.168.1.1
Subnet Mask: 255.255.255.0
Default Gateway: 192.168.1.100
Software:
Server 2008 R2
Hardware
RAM:1024 to 2048 MB
Disk Space: 20 GB
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SCENARIO SETUP
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NYDC1
NYDC2
Globomantics.com
EX2K10MB1EX2K10PRIME
EDGE1
EX2K10
ParaisoBrokerage.com
CHIDC1
Site 2: Chicago Site 1: New York
Site 3: Brazil
BRDC1
T3
Internet
Switch
Router
192.168.1.x
10.1.1.x
T3
T1
Internet
Texas Branch
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LAB SETUP
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NYDC1
Globomantics.com
EX2K10MB1
EX2K10PRIME
EDGE1
EX2K10 ParaisoBrokerage.com
CHIDC1
Site 2: Chicago
Site 1: New York
Site 3: Brazil
BRDC1
Internet
VirtualRouter
192.168.1.x
10.1.1.x
Router
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DETAILED SETUP
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SITE 1: NEW YORK
NYDC1
EX2K10MB1
EX2K10PRIME
EDGE1
192.168.1.x
Server OS: Server 2008 R2IP Address: 192.168.1.1Server Roles: Domain ControllerDomain: Globomantics.com
Server OS: Server 2008 R2IP Address: 192.168.1.2Server Roles: Member ServerExchange Server Roles: HT, CASDomain: Globomantics.com
Server OS: Server 2008 R2IP Address: 192.168.1.4Server Roles: Member ServerExchange Server Roles: EdgeDomain: Globomantics.com
Server OS: Server 2008 R2IP Address: 192.168.1.3Server Roles: Member ServerExchange Server Roles: MBDomain: Globomantics.com
SITE 2: CHICAGO
CHIDC1
10.1.1.x
Server OS: Server 2008 R2IP Address: 10.1.1.1Server Roles: Domain ControllerDomain: Globomantics.com
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DETAILED SETUP
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SITE 3: BRAZIL
EX2K10BRDC1
Server OS: Server 2008 R2IP Address: 192.168.1.6Server Roles: Member ServerExchange Server Roles: TypicalDomain: ParaisoBrokerage.com
Server OS: Server 2008 R2IP Address: 192.168.1.5Server Roles: Domain ControllerDomain: ParaisoBrokerage.com
Lab Setup Document_Heatherized2LabSetup Exchange