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Exchange Server Standard Maintenance Checklist
Brien M. Posey 03.07.2005
Rating: -3.65- (out of 5)




Brien M. Posey, MVP and technology consultant, provides this standard maintenance checklist to help you keep your Exchange servers running like well-oiled machines. Click here to download a printer-friendly version.
Exchange Server Standard Maintenance Checklist
[IMAGE] Keep Windows up to date:
[IMAGE]One of the most important tasks in maintaining your Exchange organization is keeping the Windows operating system up to date.
[IMAGE]After all, Exchange Server is completely dependent on Windows. If a security weakness or software bug exists in Windows, there's a
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[IMAGE]good chance it will affect Exchange on some level as well.
[IMAGE]
[IMAGE]Microsoft routinely releases patches for Windows that correct new bugs and security holes that have been discovered. Fortunately, you don't
[IMAGE]have to constantly search the Web for the latest updates. Windows Server 2003 contains a feature called Windows Update, which allows
[IMAGE]you to check for the latest patches and install them automatically. If you are depending on Windows Update for your software updates, I
[IMAGE]recommend scanning for new ones at least three times per week. However, there are also many third-party applications available that
[IMAGE]automate the patch management process.
[IMAGE]
[IMAGE] Keep Exchange up to date:
[IMAGE]Some administrators don't realize that Windows Update does not check for Exchange Server patches. The easiest way to check for any
[IMAGE]Exchange updates is to run the Microsoft Baseline Security Analyzer.
[IMAGE]
[IMAGE]Microsoft also has another free tool called the Microsoft Exchange Best Practices Analyzer, which checks to make sure that your server is
[IMAGE]running an optimal configuration, and that there are no potential problems on the horizon. Although this tool isn't technically designed to
[IMAGE]help you to download software updates, I recommend taking the time to run it once per week.
[IMAGE]
[IMAGE] Monitor disk space consumption:
[IMAGE]As you are no doubt aware, Exchange Server is hungry for disk space. If Exchange runs out of disk space, the Information Store will shut down,
[IMAGE]leaving you with no e-mail. It is therefore extremely important to keep tabs on the amount of free disk space on the server. You not only want
[IMAGE]to monitor the volumes containing the Exchange databases, but also those volumes containing transaction logs.
[IMAGE]
[IMAGE]Keep in mind that while running out of disk space is a big problem, letting the Exchange databases get too large is an even bigger problem.
[IMAGE]Exchange Server 2003 Enterprise Edition doesn't impose an Information Store size limit, but all other versions of Exchange have a 16 GB limit. If
[IMAGE]the Information Store reaches the 16 GB threshold, the repair process is very messy, so it's important to keep tabs on things so that ceiling is
[IMAGE]never reached.
[IMAGE]
[IMAGE] Monitor hardware utilization:
[IMAGE]Monitoring the way Exchange is utilizing your server's hardware isn't something you need to do every day, but it is important to do once in a
[IMAGE]while. As your user base grows, you may find that your server's CPU becomes overworked and that available memory starts to dwindle. So
[IMAGE]run Performance Monitor about once a month to compare the current hardware utilization against the previous month's recorded utilization.
[IMAGE]This will allow you to spot trends over the long term, so you can upgrade your server hardware before major performance problems arise.
[IMAGE]
[IMAGE]Monitor and document license usage:
[IMAGE]What would you do if the Software & Information Industry Association (SIIA) visited your office tomorrow and performed a software license
[IMAGE]audit? If you aren't prepared for such an audit, the fines alone could be enough to drive your company out of business.
[IMAGE]
[IMAGE]It is extremely important to keep accurate records of the number of employees who access your Exchange organization. You must ensure
[IMAGE]that you have enough Windows Client Access Licenses, Exchange Client Access Licenses, Windows XP Licenses, and Microsoft Outlook
[IMAGE]Licenses to accommodate the number of people who are accessing your Exchange server. Hopefully, you have an asset management
[IMAGE]program that tracks software license compliance. If not, you should be updating your records every time you create remove a mailbox.
[IMAGE]
[IMAGE]Perform regular backups:
[IMAGE]Obviously, it's important to back up your Information Store in case your server ever crashes. Exchange backups are important for another
[IMAGE]reason though. When Exchange receives a message, the message is not written directly to the Information Store, but rather to a transaction
[IMAGE]log. Running an online backup forces the contents of the transaction logs to be committed to the Information Store. If you don't regularly back
[IMAGE]up your Exchange server, the transaction logs can continue to grow until your server runs out of disk space.
[IMAGE]
[IMAGE] Defragment the databases:
[IMAGE]As messages are created and deleted, the Information Store becomes fragmented. Exchange 2000 and 2003 perform automated
[IMAGE]defragmentation of the databases to help reduce the effects of fragmentation. The problem with this automatic defragmentation is that
[IMAGE]free space within the database is never released. The only way to release the free space (and decrease the database's size) is to perform
[IMAGE]an offline defragmentation. To do so, you will need to take the Information Store offline and run the ESEUTIL program with the /D
[IMAGE]switch.
[IMAGE]
[IMAGE]The volume containing the Information Store must have at least the size of the database that you are defragmenting, plus 10% in free space.
[IMAGE]Therefore, if you had a 1 GB database, an offline defragmentation would require 1.1 GB of free disk space. The disk space will be returned to you
[IMAGE]after the defragmentation is complete, but is needed as temporary work space. I recommend performing an offline defragmentation once every
[IMAGE]one to two months.
[IMAGE]
[IMAGE] Schedule periodic reboots:
[IMAGE]Just as a database can become fragmented, so can the server's memory. The easiest way to get rid of the fragmentation is to reboot the
[IMAGE]server. If your corporation's server availability policy will allow it, I recommend rebooting your Exchange server about once a month.
[IMAGE]
[IMAGE] Let MOM help:
[IMAGE]As you can see, there are a lot of things you can do to maintain a healthy Exchange environment. But one of the best things you can do is run
[IMAGE]Microsoft Operations Manager. Although MOM can be a little pricey, it monitors thousands of aspects related to Windows and Exchange. If an
[IMAGE]issue is encountered, MOM takes corrective action or alerts you to the issue before it has a chance to become a problem. In my opinion, MOM
[IMAGE]is the ultimate maintenance tool.
[IMAGE]
ABOUT THE AUTHOR: Go back to checklist
[IMAGE]Brien M. Posey, MCSE Brien is a Microsoft Most Valuable Professional for his work with Windows 2000 Server and IIS. He has served as CIO for a nationwide chain of hospitals and was once in charge of IT security for Fort Knox. As a freelance technical writer, he has written for Microsoft, TechTarget, CNET, ZDNet, MSD2D, Relevant Technologies and other technology companies.
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