User manual | Exchange 2007

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1
Mailbox
Server
Exchange Search
Mailbox Server Role
Delegate
Important
Information
Based on policy
settings: Accept,
Decline, or Forward
request to Delegate
Room Mailbox
Outlook
Internet
Find room or
equipment
Equipment
Mailbox
Mailbox Server
1
Outlook
OWA
·
·
·
·
·
1 Select a managed default folder or create a managed custom folder.
Delete after
2 Apply managed content
180 days
Inbox
settings to folders.
Journal for
safekeeping
R&D
Calendar Concierge is a suite of new
calendar improvements that includes:
· Scheduling Assistant (Outlook 2007
and OWA 2007)
· Calendar Attendant
· Resource Booking Attendant
3 Create a managed folder
mailbox policy.
Add “180 day Inbox”
Add “R&D” folder
Calendar Attendant
Configure resources to auto-accept and set booking
policies using OWA or Exchange Management Shell.
Offline Address Book
Messaging records management makes it easier to keep messages
that are needed to comply with company policy, government regulations,
or legal needs, and to remove content that has no legal or business value.
Limits who can book resources
Enforces maximum meeting duration
Schedules meetings only during working hours
Forwards out-of-policy requests to delegates for approval
Provides conflict information for declined meetings
Without any client interaction, automatically:
· puts new meetings on the calendar as
tentative appointments
· updates existing meetings with new
information
· deletes out-of-date meeting requests
· Messages in managed folders are periodically processed by
Exchange according to the mailbox policies.
· When a message reaches a retention limit, it is deleted, flagged
for user attention, or the event is simply logged.
· Journaling of messages occurs the next time the managed folder
assistant runs after the message is put in the folder.
Public folder
Exchange administrators can
configure the method by which
the address books are
distributed.
· Outlook clients inside your firewall can access a
Mailbox server directly to send and retrieve messages.
· Outlook Anywhere enables Outlook 2007 and Outlook
2003 clients to connect to Exchange servers over the
Internet by using RPC over HTTP. This feature
requires a least one Client Access server.
To send free/busy information and client profile settings
between an Outlook client and a Mailbox server, you must
have the Client Access server role installed.
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Exchange Administration
Administrator-only computer retrieves:
· Active Directory topology information from
the Microsoft Exchange Active Directory
Topology service
· e-mail address policy information
· address list information
ge
·
·
·
·
Generates full text index
Indexes new messages as they arrive
Indexes attachments
Configured automatically
External Clients
· Outlook Anywhere
· Outlook Web Access
· Exchange ActiveSync
· POP3 and IMAP4 clients
E-mail FROM Internet
MAPI RPC
Coexistence with Exchange 2000 and Exchange 2003
· Exchange Server 2007 routing group
(DWBGZMFD01QNBJR) is created only for coexisting
with earlier versions of Exchange.
Exchange Server Installation
Exchange Server 2007 available in two platform
versions:
· 64-bit version for live production
environments.
· 32-bit version only for non-production
environments (such as labs, training, demo,
and evaluation environments).
· Routing Group Connector is required between Exchange
Server 2003 and Exchange Server 2007 (created during
setup).
Exchange Server 2007 can be installed on
Windows Server 2003 SP2, Windows Server
2003 R2 SP2 or Windows Server 2008.
· No in-place upgrade on existing Exchange server. Install
new Exchange Server 2007 server into existing
organization, and move data to new server.
· Exchange Server 2003 computers cannot interoperate
with the Unified Messaging server role. Exchange 2003
mailboxes cannot be Unified Messaging–enabled.
· Exchange 2003 Front-ends cannot talk to Exchange
Server 2007 Mailbox Server Roles.
Public folder databases: Holds public folder information.
Only one public folder database per server. If all of your
client computers are running Office Outlook 2007, public
folders are optional in Exchange Server 2007.
E-mail messages
from OUTBOX
Submission Queue
E-mail messages
to INBOX
Categorizer
Agent Processing
Forefront Security for Exchange
Server antivirus agent (Optional)
Submitted messages
Recipient Resolution
(Subscribed to Hub
Transport Server)
Hub Transport
Routing
(Different AD Site)
Content Conversion
Journaling agent
· When a message matches a journal
rule a journal report is generated
(with the original message as an
attachment) and is submitted to the
journal SMTP address.
Agent Processing
Exchange E-mail
TO other AD sites
E-mail TO Internet
Routed messages
Transport Rules agent
· Prevent inappropriate content from
entering or leaving the organization.
Message Packaging
· Message Classification (e.g. Filter
confidential information).
Delivery
Queues
Remote Delivery –
Same Exchange
Organization
(Different AD site)
· Track or archive messages that are
sent to or received from specific
individuals.
Local Delivery
(Same AD site)
· Redirect inbound and outbound
messages for inspection before
delivery.
Remote Delivery –
Internet E-mail
If e-mail is sent from another Active
Directory site to the Internet, these emails are first relayed to the Active
Directory site where Edge Transport
servers are subscribed.
AP
MAPI RPC
The Client Access server role supports the Microsoft Outlook Web Access, Microsoft Exchange ActiveSync client applications, and the POP3 and IMAP4
protocols. The Client Access server role also supports services, such as the Autodiscover service and other Exchange Web Services.
You must deploy a Client Access server role in
Intranet
each Active Directory site that contains the
Exchange Web Services (EWS)
SharePoint and File Share
Mailbox Server Access
WebReady Document
Mailbox server role.
Integration
· Access Offline Address Book
AD Domain
Controller
Mailbox
Server
HTTPS
SOAP
Viewing converts Office
and PDF file attachments
to HTML for OWA clients.
OWA users can have readonly access to documents
on WSS document libraries
or Windows file shares.
Client Access server
Autodiscover Service
· Access messages, free/busy
data, client profile settings
AD Site - US
Availability Service
Notification Service
File
Shares
Managed Folder Service
Autodiscover Service
· Allows clients to locate the server via AD or DNS
· Used by Outlook 2007 to retrieve profile information
Windows
SharePoint
Services
Exchange Data Service
· Provides read/write access to mailbox and public
folder mail, contacts, tasks, and calendar data
· Encapsulates calendaring and messaging business
logic
Synchronization and Notification Services
· Alerts on changes in mailbox folders and public
folder data
· Provides mailbox and public folder synchronization
services
Proxy
TP
HT
Most OWA configuration settings
are stored in Active Directory.
Exchange Web
Services
Outlook
Web
Access
SSL
IMAP4 & POP3
Set ActiveSync mailbox policies
for user groups – password
settings, etc. If no policy assigned,
default settings apply.
Exchange ActiveSync
Exchange ActiveSync lets you synchronize data between your mobile
device and Exchange Server 2007. Many smartphones are supported
including all Windows Mobile devices.
Australian
User
OWA Authentication
Options
· Standard (Basic, Digest,
Windows Integrated)
· Forms-based
· ISA Server forms-based
· Smart card and certificate
· RSA SecurID
Download Offline
Address Book
using BITS
No VPN
required!
Outlook Anywhere
Microsoft Office Outlook 2007/2003
clients connect to Exchange servers
over the Internet by using RPC over
HTTP.
Public Folder
access available
within OWA
Queues of “item
change events”
held on CAS
Outlook Web Access
Outlook Web Access lets you access
your Exchange 2007 mailbox from all
major Web browsers.
OWA Premium Client
· Full OWA functionality
· Designed for IE6 and IE7
Logs
DB
Enable LCR (database copied)
High Availability for
Mailbox Servers
Standby Continuous Replication
Replication to a standby server
Mailbox Server
Site B (Passive)
Mailbox Server
Site A (Active)
Hub Transport Server
Witness File Share
Copy, verify and
replay logs
Public Network
Mailbox Server
Passive Node
Private Network
Logs
Local Continuous Replication (LCR)
Replication to a local disk set
Cluster Continuous Replication (CCR)
Replication within a cluster
Mailbox Server
Active Node
Storage
Controller
Passive
Logs
DB
Quorum
Only the Mailbox server role can be installed in a failover cluster
Failover cluster built using
Microsoft Windows Cluster
service, using a Majority Node
Set (MNS) quorum with file
share witness (KB 921181).
Copy, verify and
replay logs
Active
Single Copy Cluster (SCC)
Shared storage cluster (no replication)
Active
DB
Logs
Built-in delay for
log replay activity
Passive
Logs
DB
Copy, verify and
replay logs
OWA Notifications
· New e-mail and calendar items
· Unread counts in folder list
· Future calendar reminders
OWA Light Client
· Faster for slow connections
· Works with non-IE browsers
· Good for blind and low-vision
users
Mailbox Server
Passive Node
Shared Storage Array
DB
Poll CAS change queue every 2 minutes
(Every 6 minutes after inactivity)
OWA
Private Network
Storage
Controller
Failover cluster built
using Microsoft Windows
Cluster service and
shared storage.
· Provides data redundancy without
service redundancy
· Partition data for performance and
recovery
· Ensure sufficient disk space, CPU
and memory resources
Mailbox
Server
Public Network
Mailbox Server
Active Node
Notification Subscription
Wireless
LAN
Remote Device Wipe can be
initiated by administrator or
user through OWA, if device
lost or stolen.
Local Device Wipe can be
initiated through policy if
maximum number of
password attempts exceeded.
· Provides service redundancy
without data redundancy
· Only active/passive
configuration supported
Redirection
CAS in user’s mailbox AD site
available on the Internet, but user
accesses different OWA URL.
OWA shows page telling user the
correct OWA URL for their home
site.
1
Can use same URL and SSL server
certificate for Outlook Anywhere,
Outlook Web Access, and
Exchange ActiveSync
Synchronize e-mail, contacts, calendar, tasks
Cellular
Network
Microsoft Exchange Server 2007 includes built-in features that can provide quick recovery, high availability,
and site resiliency for Exchange Server 2007 Mailbox servers.
Proxy
CAS in user’s mailbox AD site
not available on Internet. OWA
will proxy user requests to the
CAS in the mailbox AD Site.
OWA Single Sign-On for internal
clients using Windows integrated
authentication
IMAP4 and POP3
services installed but
disabled by default
Availability Service
· Retrieves live Free/Busy information for Exchange
Server 2007 mailboxes
· Retrieves published Free/Busy from Public Folders
(for legacy mailboxes or legacy Outlook clients)
· Retrieves meeting time suggestions
Direct Push
technology provides
immediate message
delivery to mobile
devices (no reliance on
SMS for notification).
AD Site - Australia
2
SMB
Synchronization Service
Journaling agent
· Journaling agent applied again so
changes that are made by the
Transport Rules agent do not bypass
the Journaling agent.
High Availability
CAS Proxy and Redirection
Exchange Data Service
Exchange storage group: Logical container for Exchange
databases and associated system and transaction log files.
Mailbox databases: Holds data that is private to an
individual user and contains mailbox folders that are
generated when a new mailbox is created for that user.
Stored as an Exchange database (.edb) file.
Store Driver
Edge Transport
Client Access Server Role
Mailbox and Public Folder Databases
Recovery storage group (RSG): Special administrative
storage group that allows recovery of data from a backup
or copy of a database without disturbing user access to
current data.
Microsoft Exchange Active
Directory Topology service
· Transport Rules
· Exchange Configuration
· Active Directory Site Topology
Pickup Directory
Replay Directory
· Exchange Organization in Exchange Native Mode
x64
· Exchange Server 2007 topology relies on the Active Directory site
topology for internal routing and does not have its own configuration.
· Messages are sent directly from the source server to the target
server, reducing the number of hops a message takes during
delivery.
· If network problems or firewalls prevent a message from being sent
directly to the target server, the message is delivered to a Hub
Transport server as close as possible to the destination, following a
least-cost route calculated using the site link costs.
Hub Transport Server
Exchange E-mail
FROM other AD sites
1. Client Access server role
2. Hub Transport server role
3. Mailbox server role
4. Unified Messaging server role
Run once to establish connection and automatically configure SMTP connectors
to route e-mail to and from the Exchange Organization and the Internet.
Categorizer: Component of the
Microsoft Exchange Transport service
that processes all incoming messages
and determines what to do with the
messages based on information about
the intended recipients.
To use anti-spam features on the
Hub Transport server, register the
agents in a configuration file and
enable features by running Exchange
Management Shell script.
ISA Server 2006 and Exchange Server
2007 were developed to coexist and
provide an increased level of security
for your messaging environment.
Installing Exchange Server Roles
If server roles are not installed on a single
computer, install the Exchange Server 2007
server roles on separate computers in the
following order:
Exchange Search
Search
Offline Address
Book
Outlook Client Connection
Windows
SharePoint Services
Edge Transport
Server
RPC over HTTPS
Voice Mail
Web-based
Client Access server replicates
files from the Mailbox server
Exchange Mailbox Assistants
Administration
Unified Messaging
Server
Telephone
Microsoft Exchange generates the new OAB files,
compresses the files, and then places the files on a local
share.
OAB Distribution
Smartphone
Public Folder
Add “180 day Inbox”
Add “R&D” folder
Schedule managed folder assistant. The managed folder
assistant creates managed folders and enforces content
settings.
5
Generate Offline Address Book
Outlook Web Access
4 Apply managed folder mailbox
policy to user’s mailboxes.
Import
Export
· Apply disclaimers to messages.
IIS
For non-clustered Mailbox servers, the
Mailbox server role can be deployed
with any combination of the Client
Access, Hub Transport, and Unified
Messaging server roles installed.
Resource Booking Attendant
12
All Exchange server roles can be deployed on the same server except the Edge server role.
Autodiscover
service query
The Mailbox server role hosts mailbox and public folder databases. It also provides advanced scheduling services for Microsoft
Office Outlook users, generates the offline address book, provides services that calculate e-mail address policies and address lists
for recipients, and enforces managed folders.
Messaging Records Management
Resource Booking
Attendant
Edge Transport Server E-mail routing server that typically sits at the perimeter of
the topology and routes e-mail in to and out of the Exchange organization.
Exchange Web Services
For incoming fax messages the same process is used;
however, T.38 is used instead of RTP for communication.
2
Hub Transport Server E-mail routing server that routes e-mail within the Exchange
organization.
Clients using EWS
5. Completed voice mail message sent to Hub Transport server
for delivery.
AD Domain
Controller
Hub Transport Server
SMTP Receive Connector
Hub Transport
server
The Hub Transport server role must be deployed
in every Active Directory site that contains other
Exchange Server 2007 server roles.
Series of voice prompts or .wav files that callers hear, instead of a
human operator, when they call an organization.
· Provides corporate or informational greetings
· Provides custom corporate menus (can have multiple levels)
· Provides directory search function that enables a caller to search
the organization's directory for a name
· Enables a caller to connect to the telephone of, or leave a message
for, users
SMTP Receive
Connector
Discard
UM Auto Attendant
4. UM server contacts the user’s mailbox to play the individual’s
greeting and captures voice mail message.
Disabled User
Account
Unified Messaging Server Middle-tier server that combines voice messaging, fax,
and e-mail messaging into a single messaging infrastructure.
3. UM server fetches the appropriate message from the mailbox
server role.
4. UM server puts the phone number the user entered through
the UM outbound dialing rules and sends the call. The
endpoint phone (internal or external) will then ring and play
the voice message when the user picks up the phone.
TCP Port 50636
SMTP Send Connector
Quarantine
External
Firewall
Perimeter Network
Client Access Server Middle-tier server that supports the Microsoft Outlook Web
Access (OWA), Microsoft Exchange ActiveSync and Outlook Anywhere client
applications and the POP3 and IMAP4 protocols. The Client Access server also
hosts Exchange Web Services.
2. Outlook uses https to communicate with the UM Web
Services located on the Client Access server. The Client
Access server talks via SIP to the UM server.
External Phones
SMTP Send
Connector
The Hub Transport server role handles all e-mail flow inside the organization, applies transport rules, applies journaling
policies, and delivers messages to a recipient's mailbox.
RPC over HTTP (Outlook Anywhere), HTTPS
Exchange Server 2007 includes the following server roles:
1. User receives a voice mail message and selects the Play on
Phone option in Outlook 2007 or Outlook Web Access. They
can either use the number already configured or enter a new
number.
1. Call initiated and call recipient does not answer.
Hub Transport Server
Internal
Firewall
Internal Clients
· Outlook Web Access
· Exchange ActiveSync
· POP3 and IMAP4 clients
Play on Phone
Call Answering
File Shares
Internal
Firewall
Internal
Outlook Client
1
1
listen to their voice mail messages
play e-mail messages
access their calendar
take action on meeting requests
get contact information
locate and call a user in the directory
Active Directory Site
ADAM
Instance
Hub Transport Server Role
External E-mail
Mailbox Server Back-end server that can host mailboxes and public folders.
Client Access
Server
Deliver
Non-delivery
receipt
DWBGZMFD01QNBJR (Caesar cipher)
4. Interaction with the user’s mailbox can
occur using the voice user interface or the
touch tone interface. The mailbox owner
can:
Incoming
E-mail
SMTP RECEIVE Connectors
3. User logs on to mailbox.
· Recommendation: Install Edge Transport server role
on a computer that is not part of a domain.
DNS
MX
Record
Internet
2
6. Voice mail message delivered to user’s mailbox.
Firewall
36)
1. UM-enabled user dials the subscriber
access number configured on a dial plan.
One Inbox
Unified messaging puts all a
UM-enabled user’s e-mail,
voice, and fax messages into
their Exchange 2007 mailbox
that can be accessed from a
variety of devices.
· The Edge Transport server role cannot coexist on the
same computer with any other server role.
Edge Transport
Server
Quarantine
Suspected Spam
& Content
506
UM Web Services
3. UM server contacts Active Directory (using dial plan +
extension number) to get e-mail address information.
Fax
P
(TC
IP PBX
2. Call redirected to UM server.
Edge Transport
Server
6
2
Outlook Voice Access
Domain Controller
TLS
3
PBX
Client Access
Server
Mailbox
Server
Mailbox
Server
RPC over HTTP
PBX
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c
Syn
UM IP
Gateway
Hosted
Continuity
Client
Access
Server
IP Gateway
Fax
Disabled
User Account
Hub Transport
Server
5
Client
Access
Server
4
Auto Attendant
Business
Application
Business
Applications
4
Unified
Messaging
Servers
ge
Ed
Anti-spam
3
Microsoft Exchange EdgeSync service pushes information
from Active Directory to ADAM instance on Edge Transport server
using secure LDAP:
Synchronize recipient information (every 4 hours)
Synchronize configuration information (every 1 hour)
Internet
MAPI RPC
(and TCP/IP NetBIOS
file sharing)
HTTPS
UM Mailbox Policy 1
UM Mailbox Policy 2
UM Hunt
Group
HTTPS
3
Hosted
Filtering
or
TP
SM
4
Only requires one MX record (resolves to the Exchange
Hosted Services network). Allows IP address of
corporate e-mail server to remain hidden.
Hosted
Archive
Exchange Web
Services
Consolidation: Place all
Unified Messaging servers
in a central location, and
then deploy IP gateways in
each of your branch offices.
2
Connection Filter
Address Rewriting Agent
Edge Rule Agent
Sender ID Agent
Recipient/Sender Filter
Content Filter
Attachment Filter
Virus Scanning
Global Datacenter Network
MA
PI
RP
C
Active Directory
Domain Controller
Auto Attendant 1
Auto Attendant 2
SMTP TLS
VoIP
Users
·
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Edge Subscription
The Unified Messaging server role enables Unified Messaging for an Exchange Server 2007 organization. Unified Messaging
combines voice messaging, fax, and e-mail messaging into a single messaging infrastructure.
Unified
Messaging
Server
Anti-spam and antivirus filters
Microsoft Exchange Hosted Services
VoIP
Unified Messaging Server Role
Dial Plan
AD Domain
Controller
SMTP
PBX
Supports incoming fax
services. A fax message is
sent to the user's mailbox as
an e-mail message with a .tif
image file attached.
AP
Hub
Transport
Server
Hosted Encryption
· All administrative actions are scriptable in Exchange Server 2007 using Windows PowerShell.
Hub
Transport
Server
Edge Blocking Services
· Exchange Management Console uses the same Windows PowerShell cmdlets as those
available via the Exchange Management Shell.
2. A UM server associated with the dial plan
checks Active Directory for address and
access information.
Legend
IP
gateway
The Exchange Server 2007 Management
Pack for System Center Operations
Manager 2007 contains rules to monitor a
comprehensive array of server health
indicators and create alerts when
problems are detected, or when
reasonable thresholds are exceeded.
· Exchange Management Shell built on Microsoft Windows PowerShell technology.
LD
Unified
Messaging
Server
LDAP
Cmdlet
Active Directory UM Objects
Active Directory Site
Key Monitoring Scenarios
· Are all Exchange services running?
· Are all databases mounted and do disks have
enough free space?
· Can Microsoft Office Outlook 2007 clients
connect and is performance good?
· Is e-mail flowing between servers?
· Is Exchange performing efficiently and reliably?
· Is Exchange configured correctly and is it secure?
AP
Command-line interface
Piping of data between commands
Structured data support
Extensive support for scripting
Safe scripting
Access to cmd.exe commands
Trusted scripts
Profile customization
Extensible shell support
Active Directory Site
Active Directory
Domain
Controller
Monitor all Exchange
Server Roles
LD
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Active Directory Forest
LD
Key features of the Exchange Management Shell:
Active Directory Requirements
· Domain functional level at Windows 2000 native or
higher.
· Schema master must run Windows Server 2003 SP1 or
later.
· At least one domain controller, in each domain, running
Windows Server 2003 SP1 or later.
· At least one global catalog server (running Windows
Server 2003 SP1 or later) in every Active Directory site
which hosts Exchange Server 2007.
· Recommendation: 4:1 ratio of Exchange processors to
global catalog server processors
priority
Exchange Management Shell
The Edge Transport server runs in the perimeter network and provides message hygiene and security over untrusted networks.
Operations
Manager
Server
Exchange management tools include:
· Exchange Management Shell
· Exchange Management Console
· Exchange Help file
· Exchange Best Practices Analyzer tool
· Exchange Troubleshooting Assistant tool
Internal Phones
AD
Active Directory
ADAM
Active Directory Application Mode
BITS
Background Intelligent Transfer Service
CAS
Client Access Server
DNS
Domain Name Service
EWS
Exchange Web Services
IIS
Internet Information Services
IMAP4
Internet Message Access Protocol 4
OAB
Offline Address Book
OWA
Outlook Web Access
PBX
Private Branch Exchange
POP3
Post Office Protocol 3
PSTN
Public Switched Telephone Network
RPC
Remote Procedure Call
SIP
Session Initiation Protocol
SMB
Server Message Block
SMS
Short Message Service
SMTP
Simple Mail Transfer Protocol
SOAP
Simple Object Access Protocol
TLS
Transport Layer Security
UM
Unified Messaging
VoIP
Voice over IP
WSS
Windows SharePoint Services
With the Exchange Management Shell, administrators can
manage every aspect of Microsoft Exchange Server 2007.
They can enable new e-mail accounts and configure
SMTP connectors, store database properties, transport
agents, and more.
Edge Transport Server Role
Exchange Server 2007 High-Level Architecture
Exchange Server 2007 Management Pack for
System Center Operations Manager 2007
SMTP SEND Connectors
Management and Monitoring
Acronyms
DB
· Provides full redundancy
of data and services
· No single point of failure
·
·
Enable SCR
Passive
Active
Logs
Logs
(database copied)
Primary Datacenter
(Source)
DB
· Source server can be stand-alone,
LCR, CCR, or SCC.
· Target must be standalone or
passive.
Enable CCR (database copied)
·
·
·
·
·
Standby Datacenter
(Target)
Designed for site resilience
Keep a third copy of data at a remote
location
Single subnet not required
Can span multiple Active Directory sites
Supports 1:many and many:1 replication
High Availability for Other Exchange Server Roles
Client Access server - Deploy multiple identically configured
servers; use network load balancing (hardware or software) to
distribute client connections.
Hub Transport server - Deploy multiple Hub Transport
servers in each Active Directory site; resiliency is built-in.
·
·
Unified Messaging server - Deploy multiple Unified
Messaging servers and configure two or more per dial plan.
Edge Transport server - Multiple Edge Transport servers
can be subscribed to the same Active Directory site.
Microsoft Exchange Server 2007 Component Architecture
microsoft.com/exchange
© 2007 Microsoft Corporation. Active Directory, ActiveSync, Forefront, Internet Explorer, Microsoft, Outlook, SharePoint, Windows, Windows Mobile, Windows PowerShell, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All rights reserved. Other trademarks or trade names mentioned herein are the property of their respective owners.
Authors: Martin McClean & Astrid McClean (Microsoft Australia)

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