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Software Installation

Before installing the server software, you must:

Note   Microsoft Exchange Server Setup installs the latest National Language Support (NLS) files available for Windows NT Server. To load the newest NLS files, you must restart Windows NT Server. These files load the ISO-8859 code page series, which provides improved mapping between Internet character sets and code pages.

Starting Setup

Before you can start Setup, you must log on to the Windows NT Server computer using a domain account that is in the local administrators group.

  1. Insert the Microsoft Exchange Server compact disc into the CD-ROM drive.
  2. Choose Setup from the Microsoft Exchange Server Setup page.

Choosing an Installation Type

Use the Installation Options dialog box to specify the type of installation (Typical, Complete/Custom, or Minimum) and the location of files.

Installation Type Components Installed
Typical The Microsoft Exchange Server software and Administrator program. No connectors are installed.
Complete/Custom As selected. You can install any and all available components, including certain connectors.
Minimum Just the Microsoft Exchange Server software. No connectors are installed.

Tip   To remove items that you've previously installed, select the Add/Remove option and clear the check box for that item.

You can install any or all of the following components if you choose the Complete/Custom installation:

Microsoft Outlook Web Access   Outlook Web Access is a Microsoft Exchange Active Server application that enables users to access mailboxes, public folders, and the Address Book from any Web browser.

Outlook Web Access must be installed on a computer running IIS with Active Server pages installed. This enables all available user authentication options. If Setup detects IIS during a Typical installation, Outlook Web Access is automatically installed. Clear the check boxes in the Complete/Custom installation to disable any options you don't want.

Outlook Web Access and Microsoft Exchange Server do not have to be installed on the same computer. If you install Microsoft Exchange Server on a separate computer from the IIS or have multiple computers running IIS connected to another computer running Outlook Web Access, your user authentication options are limited.

Outlook Web Access requires the name of a Microsoft Exchange Server computer. If Setup is installing Outlook Web Access with Microsoft Exchange Server, it uses the name of the local Microsoft Exchange Server computer. If you are installing only Outlook Web Access, a dialog box opens, prompting you to type the name of the Microsoft Exchange Server computer.

Microsoft Mail Connector and X.400 Connector   During Setup, you can install the Microsoft Mail Connector and the X.400 Connector. For more information about these two connectors (and connectors that you can configure after installing Microsoft Exchange Server), see "Setting Up Connections to Other Sites and Systems" later in this chapter.

Microsoft Exchange Connector for Lotus cc:Mail   Setup installs the Lotus cc:Mail address generator and one-off template, even when the connector is not selected in the Setup program. If the Microsoft Exchange Connector for Lotus cc:Mail is selected, the address generator and template are enabled; otherwise, they are disabled.

Microsoft Server Scripting Agent   Microsoft Server Scripting Agent supports folders with customized workflow applications. For more information, see Chapter 6, "Configuring Public Folders."

KM Server   The KM server enables users to encrypt and digitally sign messages. For more information about installing KM server, see "Advanced Security Installation" later in this chapter.

Installing Microsoft Exchange Server on Clustered Servers

Microsoft Exchange Server runs on clustered servers to provide greater reliability in the event of hardware failure.

Microsoft Cluster Server uses cluster groups to organize system resources. A cluster group is a logical collection of interdependent resources that are used by various Windows NT services. A cluster comprises an active node and a secondary node. For Microsoft Exchange Server, the active node is the primary mail server that processes and routes messages on your network. If the active node goes down, or if a critical service on the active node fails, the secondary node takes its place without interrupting mail service or dropping client connections. This is called a failover.

Important    The clustered servers on which you install Microsoft Exchange Server must have identical processors and the same amount of RAM.

You install Microsoft Exchange Server first on the active node, and then on the secondary node. After Setup determines that the active node is a member of a cluster, select the cluster group that contains the necessary resources. Microsoft Exchange Server requires a group that contains a network name, an IP address, and a shared disk. Setup adds Microsoft Exchange Server resources (such as the system attendant, information store, and so on) to the group you select.

When you install Microsoft Exchange Server on the secondary node, Setup detects that Microsoft Exchange Server is installed on the active node. By updating the secondary node, you enable the active node to failover to the secondary node.

After you install Microsoft Exchange Server on each node, use Cluster Administrator to define the failover rules for Microsoft Exchange Server services. The failover rules define the events or conditions that trigger a failover to the secondary node.

For more information, see the Microsoft Cluster Server documentation.

Specifying the Compact Disc Key Number

The compact disc key is part of the longer Product Identification Number (PID). It uniquely identifies your copy of Microsoft Exchange Server and enables you to receive technical support. The compact disc key number is located on the back of the Microsoft Exchange Server jewel case.


Specifying the Organization and Site

Setup prompts you to specify the site for the new Microsoft Exchange Server computer.

If you are installing the first server in a site:

  1. In the Organization and Site dialog box, select Create a New Site.
  2. Type the name of the organization and site.

If you are adding a server to an existing site:

  1. In the Organization and Site dialog box, select Join An Existing Site.
  2. In the Existing Server box, type the name of a Microsoft Exchange Server computer in the site you are joining.

Specifying the Site Services Account

Before you started Setup, you should have created a service account. If you are adding a server to an existing site, Setup uses the service account for that site by default.

Note   Do not use an administrator account as the service account. The service account should be used only to validate services.


Completing the Setup Process and Running the Performance Optimizer

During the final phase of Setup, you are notified of the rights that you have been granted to access the system. Then Setup prompts you to run the Performance Optimizer, which analyzes your hardware configuration and tunes the server for optimum performance.

Important    The Performance Optimizer is critical to the efficient operation of Microsoft Exchange Server. If you skip this step during installation, make sure you complete it before using the server.