Exchange 2007 Server - Hub Transport Role
Exchange 2007 Server - Hub Transport Role
First things, first, some organizations forget to deploy ANY Hub servers, and then wonder why they have email routing problems. Without at least one Exchange 2007 server with the Hub Transport role enabled, no internal email gets delivered.
Topics for The Hub Transport Role
The fundamental procedure for installing Microsoft Exchange 2007 is the same regardless of which Server Role you wish to enable. Once you have installed the operating system, and built your Exchange 2007 server, navigate to the Control Panel, Add or Remove Programs, now you can add the Hub Transport Role. Alternatively, you can plan ahead and select this, and other server roles, during the Exchange 2007 setup.
Let us consider what happens to 'native' clients. By native I mean: Microsoft Office Outlook 200x, Office Outlook Web Access, Outlook by Phone. Let us analyze what happens when one of these accounts with an Exchange 2007 mailbox, sends a message. We will pick up the trail from the message waiting in the outbox.
The Exchange Mail Submission service, contacts the Store driver which transfers the email into the 'Submission queue' on the Hub Transport server. This queue leads to the Categorizer, which is the heart of the Hub Transport server. Rather like the snail-mail postal service, the Categorizer looks up the recipient's mailbox, then resolves the best route to that site. Unlike the snail-mail service, the Categorizer can also do other stuff, such as content conversion and applying any mail flow rules that are in operation.
The categorizer has two helpers, 'Local Delivery' and 'SMTP Send'. From their descriptive names, I am sure you can work out which one is for a mailbox delivery to a server in the same site, and which one requires remote delivery with external routing.
Because I want to build up concepts slowly but surely, the above diagram focuses only on internal email. To make the diagram more realistic, the Categorizer would also have arrows indicating delivery of email from the internet. My point is that the Categorizer is the central component, and deals with routing all email irrespective of its source.
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Studying your Active Directory Sites is the key to routing Exchange 2007 email. Each internal recipient, by definition, has a mailbox server. The role of the Hub Transport server is to find that mailbox server, and deliver the email to the recipient. When an Exchange Organization has multiple sites, it's the Hub Transport server that calculates the best route to send the email.
Incidentally, 'Bridgehead Server' was the old name for the Microsoft Exchange 2007 Hub Transport Server.
Configuring the Hub Transport Server
Your first decision is configure global settings at the Organization level, or configure individual servers. As usual there are PowerShell commands as an alternative to the Exchange Management Console, for example:
set-ExchangeServer (For Active Directory)
External DNS is for routing to the internet.
Send connections - On Server not Configurations
SMTP Connectors to IP or EDGE are for partner domains. Where you use Smart Host there is no need for external DNS. Check out the Permissions settings.
The default maybe OK, don't do more work than necessary. The hidden message is for small organizations use the default settings, but for large sites, tweak the values.
Why would you need to configure a receive connector? Extra receive connector from specific servers outside your organization.
Mailbox < -> Hub Configuration
Plan multiple routes for fault tolerance. Remember the fundamental messaging routing rules - No AD, No messaging. Exchange Server 2007 implements 'Queue at point of failure', as a result alternative routes not used. Compared with Hub Transport, the Edge servers have extra capabilities, for example, security with Exchange host services.
There are several strategies for sending and receiving email from external recipients. Microsoft say that the best method is to use a dedicated Edge server, however most Exchange 2007 Organizations, at least in the UK, seem to avoid the Edge server and choose other methods. This maybe because they already had tried and trusted connections to the internet before they transitioned to Exchange 2007. Here are the common strategies for sending and receiving external email.
When planning, create a server with the Hub Transport role before creating and configuring the Mailbox role. For small companies it may not be feasible to have multiple Exchange 2007 servers, thus administrators may look at ways to house two or more Exchange 2007 roles on one server. Here are common scenarios, some good, some not recommended.
Coexistence Between Exchange 2007 and Exchange 2003 (or Exchange 2000)
This is the situation, you install the first Exchange 2007 Hub Transport server in an existing Exchange 2003 or Exchange 2000 organization. As it completes configuring the Hub Role, the wizard creates a new routing group for all Exchange 2007 servers. However, it requires your intervention to specify an Exchange 2003 or Exchange 2000 bridgehead server to which it will connect the new Exchange 2007 routing group.
Trap: Do not rename the Exchange Routing Group (DWBGZMFD01QNBJR). The setup wizard also creates two reciprocal routing group connectors between the specified bridgehead server and the Hub Transport server that you are installing. Just to double-check, you should now have one Exchange 2007 routing group and two reciprocal routing group connectors to the bridgehead Exchange 2003 server.
As part of the routing group connector setup, you will see a universal
security group (USG) called ExchangeLegacyInterop. Members of this USG
have the permissions required to send and receive email to Exchange 2007.
If you need to create more routing group connectors to Exchange 2003 then
use the new-RoutingGroupConnector cmdlet in the Exchange Management Shell.
To become expert at the PowerShell syntax try
Here is a free tool to monitor your Exchange Server. Download and install the utility, then inspect your mail queues, monitor the Exchange server's memory, confirm there is enough disk space and check the CPU utilization.
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In addition to routing mail, the Hub role applies business policies, for example, you can add separate disclaimers to different Active Directory groups.
You could investigate the benefits of adding the Hub Transport role to multiple Exchange 2007 servers. Load balancing and redundancy would be two obvious advantages.
The Hub server checks the recipient of each email and resolves whether that person has a mailbox in the Exchange Organization, or whether it has an external address. The routing and the categorizing components combine to plan the delivery of the email.
Checklist for Business Rules to Apply to Your Hub Server
Configuring the Transport Rules Agent
As with the Edge Server, the Hub Transport Server relies on there components to put your business rules into practice. The three mechanisms are:
Getting Started - Creating a Transport Rule
There are also three PowerShell cmdlets to help you create and configure
Improvements that SP1 Brings to Hub Transport Servers
NLB (Network Load Balancing) for inbound SMTP connections.
Another job for PowerShell (EWS is the name of the Virtual Directory)
Set-WebServicesVirtualDirectory -Identity "EWS*" `
'Back Pressure' Problems
When resource such as memory, queue length, or even disk space are approaching critical values, you will start seeing Event IDs 15001, 15002, 15003, 15004 and 15005 logged in the system log. If you experience these 'Back Pressure' problems try and alleviate the underlying cause, for example freeing up disk space would be the easiest. However, as an emergency measure, or for troubleshooting you could configure some of the values that trigger these Event IDs. Provided you have the necessary knowledge, you could experiment with the EdgeTransport.exe. file that is located in the C:\Program Files\Microsoft\Exchange Server\Bin directory.
Specific Problem with Queues
Problems with queues at the Edge Server
Solution: Launch the Exchange Management Console
Synchronize with the Hub Transport Server
Start-EdgeSynchronization [Exchange 2007 RTM]
Start-EdgeSynchronization -server HubServerName [Exchange SP1]
Good old Telnet
To troubleshoot connection problems, try this simple command, substitute the name of the Exchange server for 'BigServer':
Telnet Bigserver 25
You should see something like:
Any problems with the installation, then check the \ExchangeSetupLogs folder, in particular examine the ExchangeSetup.log file. Also, remember the Eventlogs, both System and Application.
Import users from a spreadsheet, complete with their mailbox. Just provide a list of the users with the fields in the top row, and save as .csv file. Then launch this FREE utility, match your Exchange fields with AD's attributes, click and import the users. Optionally, you can provide the name of the OU where the new mailboxes will be born.
The Exchange 2007 server hub transport role is central to your plans for an efficient email system. Its twin functions are to discover which server holds the recipients mailbox, and to calculate the best route to deliver the email.
Each Exchange 2007 organization needs at least one server with the Hub Transport role enabled. When you plan your Exchange system, it would be easy to combine the Transport role with other roles such as CAS or Unified Messaging.
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