Microsoft KB Archive/263272

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XADM: How to Set Up Exchange 2000 Server on a Windows Cluster

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Q263272

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The information in this article applies to:


 * Microsoft Exchange 2000 Server

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SUMMARY
This article describes how to install Exchange 2000 Server on a Microsoft Windows 2000 Server cluster. This article assumes that the clustered server has two nodes and is a member server in a Windows 2000 domain, and that the cluster is configured for active/active clustering.

NOTE: This article does not cover setting up Exchange 2000 on a Microsoft Windows 2000 Datacenter Server cluster. Exchange 2000 Server is not supported on Windows 2000 Datacenter Server until Exchange 2000 Server Service Pack 1 or later.

Hardware Requirements

 * A cluster that is certified by Microsoft for Windows 2000. See the Microsoft Hardware Compatibility List (HCL) from the following Microsoft Web site for a list of certified clusters:
 * Sufficient resources (memory, shared storage, network bandwidth) on each node to support the entire Exchange 2000 server if one node stops working.

Software Requirements

 * Windows 2000 Server or Microsoft Windows 2000 Advanced Server
 * Exchange 2000 Server or Enterprise Server

Pre-Installation Information

 * By default, Microsoft Internet Information Service (IIS) version 5.0 is installed with Windows 2000 Server. However, Network News Transfer Protocol (NNTP) is not installed with IIS by default. NNTP is a required component for Exchange 2000. Verify that both NNTP and Simple Mail Transfer Protocol (SMTP) have been installed on each node of the cluster.
 * A Domain Name System (DNS) server must be available for the domain.
 * Do not install Exchange 2000 on both nodes at the same time.
 * You must install Exchange 2000 using the same account with which you installed the cluster service. In the rest of this article, this account is referred to as the &quot;installation account.&quot; The account must be a member of the Domain Admins security group, as well as a member of the Built-in/Administrators group for each node in the cluster.
 * The cluster service account must be a member of the Built-in/Administrators group on each node. The cluster service account must also be granted &quot;Exchange Full Administrator&quot; privileges in the Exchange organization if this is not the first Exchange 2000 server in the organization.
 * To complete the ForestPrep phase of Exchange 2000 setup, the installation account must be a member of the following Windows 2000 security groups: Domain Admins, Schema Admins, and Enterprise Admins.
 * For consistency, install Exchange 2000 on the same drive and folder on each computer and shared storage device in the cluster. The default installation folder (for binary files, which are not shared) is the local system drive. For the purpose of this article, Exchange 2000 binary files are installed to C:\Program Files\Exchsrvr, and the Exchange databases (Mdbdata) are installed to S:\Exchsrvr\Mdbdata.

NOTE: Earlier versions of Exchange Server 5.5 required that the Exchange Server binary files be installed on a shared disk. This is no longer a requirement for Exchange 2000, and the binary files are installed to a local drive, such as C:\Program Files\Exchsrvr, by default.
 * Before you install Exchange 2000, be sure that the folder in which you will install all of the Exchange shared data (that is, the Exchange information store or the Mdbdata folder) on the Physical Disk resource is empty.
 * You must install the same build of Exchange 2000 components on all nodes. In other words, do not install a prereleased or beta version of Exchange 2000 on one node, and the released version of Exchange 2000 on the other node.
 * At a minimum, you must install Microsoft Exchange Messaging and Collaboration and Microsoft Exchange System Management Tools on both nodes.

For additional information about installing Exchange 2000 on a non-clustered server, click the article number below to view the article in the Microsoft Knowledge Base:

"Q262068 XADM: How to Set Up Exchange 2000"

How to Set Up Exchange 2000 on a Member Server
To install Exchange 2000 on a cluster, you need to perform the following four main steps:


 * Prepare the forest.
 * Prepare the domain.
 * Install Exchange 2000 on each node.
 * Configure the Exchange 2000 resources in Cluster Administrator (Exchange 2000 virtual servers).

Prepare the Forest
Before you can install Exchange 2000 anywhere, you must extend the Windows 2000 Active Directory schema and create certain essential security groups. To do this, you must run ForestPrep.

To run the forestprep command in a forest that does not contain earlier versions of Exchange Server (for example, Exchange Server 5.5):


 * 1) Insert the Exchange 2000 CD-ROM in your CD-ROM drive.
 * 2) Click Start, and then click Run.
 * 3) In the Open box, type CD_drive_letter\setup\i386\setup /forestprep, where CD_drive_letter is the letter of your CD-ROM drive.
 * 4) In the Welcome dialog box, click Next.
 * 5) In the End User License Agreement (EULA) dialog box, read the EULA, and if you agree to the terms, click I agree, and then click Next.
 * 6) In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-ROM, and then click Next.
 * 7) In the Component Selection dialog box, verify that the action next to Exchange 2000 Server is ForestPrep, and then click Next.
 * 8) In the Installation Type dialog box, click Create an Exchange 2000 Organization.
 * 9) In the Organization Name dialog box, type the name of your new organization. Remember that after you type a name for your Exchange 2000 organization, you cannot change that name.
 * 10) In the Exchange 2000 Administrator Account dialog box, type the name of the user or group that is responsible for installing Exchange 2000. The account that you specify will also have permission to create all levels of Exchange 2000 administrator accounts with the Exchange Administrative Delegation Wizard. Click Next.
 * 11) When the ForestPrep process begins, a dialog box prompts you to verify the schema update. Click OK.
 * 12) In the Completion dialog box, click Finish.

To run the forestprep command in a forest that does contain an earlier version of Exchange Server (for example, Exchange Server 5.5):


 * 1) Click Start, and then click Run.
 * 2) In the Open box, type CD_drive_letter\setup\i386\setup /forestprep, where CD_drive_letter is the letter of your CD-ROM drive.
 * 3) In the Welcome dialog box, click Next.
 * 4) In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click I agree, and then click Next.
 * 5) In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-ROM, and then click Next.
 * 6) In the Component Selection dialog box, verify that the action that corresponds to the topmost node, Exchange 2000 Server, is ForestPrep, and then click Next.
 * 7) In the Installation Type dialog box, select Join an existing Exchange 5.5 Organization.
 * 8) In the Select a Server from an Exchange 5.5 Organization dialog box, type the computer name of a server that resides in an existing Exchange Server 5.5 site. You must install your first instance of Exchange 2000 in this Exchange Server 5.5 site. The server that you specify must be running Exchange Server 5.5, Service Pack 3 or later.
 * 9) In the Exchange 2000 Administrator Account dialog box, type the name of the user or group that is responsible for installing Exchange 2000. This user or group will be able to create Exchange 2000 administrator accounts throughout the forest by using Exchange Administrative Delegation Wizard.
 * 10) In the Service Account dialog box, type the account name and password for the existing Exchange Server 5.5 service account, and then click Next.
 * 11) When the ForestPrep process begins, a dialog box prompts you to verify the schema update. Click OK.
 * 12) In the Completion dialog box, click Finish.

Prepare the Domain
You need to run DomainPrep in each Windows 2000 domain that you want to install Exchange 2000 in. Before you can run the DomainPrep process, replication of the schema updates by the ForestPrep process must finish.

NOTE: If you are running the domainprep command in the same domain in which you ran the forestprep command, skip steps 5 and 6.

To run the domainprep command in a domain:


 * 1) Insert the Exchange 2000 CD-ROM in your CD-ROM drive. You can run the domainprep command on any computer that is running Windows 2000 Server in the domain.
 * 2) Click Start, and then click Run.
 * 3) In the Open box, type CD_drive_letter\setup\i386\setup /domainprep, where CD_drive_letter is the letter of your CD-ROM drive.
 * 4) In the Welcome dialog box, click Next.
 * 5) In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click I agree, and then click Next.
 * 6) In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-ROM, and then click Next.
 * 7) In the Component Selection dialog box, verify that the action that corresponds to the topmost node, Exchange 2000 Server, is DomainPrep, and then click Next.
 * 8) In the Recipient Update Server dialog box, type the name of the computer that you want to be the Exchange 2000 recipient update server for this domain. This computer must not be installed yet, but a computer account must exist in the Active Directory Users and Computers Microsoft Management Console (MMC) snap-in. When you install the first instance of Exchange 2000 in this domain, that instance must use the computer account that you enter in this step. Click Next.
 * 9) In the Completion dialog box, click Finish.

Install Exchange 2000 on Each Node
After you extend the schema with ForestPrep, and prepare the domain with DomainPrep, you can install Exchange 2000 on the cluster. Install Exchange 2000 completely on one node before you began to install Exchange 2000 on the other node.

NOTE: If you are installing the Exchange 2000 cluster in an existing Exchange Server 5.5 organization, the Exchange 2000 cluster may not be the first Exchange 2000 server in a site, and the Exchange 2000 cluster may not be a bridgehead server. This is because the Exchange 2000 Site Replication Service (SRS) is not currently supported in a clustered environment, and Exchange 2000 requires an SRS to exist in a mixed Exchange 2000 and Exchange Server 5.5 environment. For more details about clustering, see Chapter 20 of the Exchange 2000 Server Deployment Guide, which can be found in the Docs folder on the Exchange 2000 Server installation CD-ROM.

The following procedure describes how to install Exchange 2000 on a cluster in a forest that contains no earlier version of Exchange Server (for example, Exchange Server 5.5). The second procedure describes how to join an Exchange 2000 cluster to an existing Exchange Server 5.5 site.

To install Exchange 2000 in a forest that contains no earlier versions of Exchange Server:

Log on to the first node of the cluster by using the cluster service account.

Insert the Exchange 2000 CD-ROM in your CD-ROM drive. The Microsoft Exchange Server 2000 dialog box should be displayed automatically. If the dialog box is not displayed automatically:

 Click Start, and then click Run. Click Browse, and then click Setup.exe in the I386 folder on your Exchange 2000 CD-ROM. Click Open, and then click OK.

In the Microsoft Exchange Server 2000 dialog box, click the Setup tab, and then click Exchange Server Setup.

In the Welcome dialog box, click Next.

In the End User License Agreement dialog box, read the EULA, and if you agree to the terms, click I agree, and then click Next.

In the Product Identification dialog box, type the 25-digit CD key on the back of the product CD-ROM, and then click Next.

In the Component Selection dialog box, ensure that Install is displayed for the nodes in the Action column next to Microsoft Exchange Messaging and Collaboration and Microsoft Exchange System Management Tools. If not, click Install for the Action.

To change the drive location of the installation, click Microsoft Exchange, and then click Change Folder. For information about available drives and their corresponding available disk space, click Disk Information. By default, the Exchange 2000 binary files are installed to the local system drive on each node (for example, C:\Program Files\Exchsrvr).

In the Licensing Agreement dialog box, read the per-seat licensing agreement. To continue, click I Agree, and then click Next.

In the Installation Summary dialog box, verify your information, and then click Next.

In the Completion dialog box, click Finish.

When Exchange 2000 Setup is finished on the first node, repeat the preceding process on the second node of the cluster.

To install Exchange 2000 in a forest that contains earlier versions of Exchange Server (for example, Exchange Server 5.5):

Log on to the first node of the cluster by using the cluster service account.

Insert the Exchange 2000 CD-ROM in your CD-ROM drive. The Microsoft Exchange Server 2000 dialog box should be displayed automatically. If the dialog box is not automatically displayed:

 Click Start, and then click Run. Click Browse, and then click Setup.exe in the I386 folder on your Exchange 2000 CD-ROM. Click Open, and then click OK.

In the Microsoft Exchange Server 2000 dialog box, click the Setup tab, and then click Exchange Server Setup.

In the Welcome dialog box, click Next.

In the Component Selection dialog box, ensure that Install is displayed for the nodes in the Action column next to Microsoft Exchange Messaging and Collaboration and Microsoft Exchange System Management Tools. If not, select Install for the Action.

To change the drive location of the installation, click the top node, click Microsoft Exchange, and then click Change Folder. For information about available drives and their corresponding available space, click Disk Information. By default, the Exchange 2000 binary files are installed to the local system drive on each node (for example, C:\Program Files\Exchsrvr).

In the Licensing Agreement dialog box, read the per-seat licensing agreement. To continue, click I Agree, and then click Next.

In the Administrative Groups dialog box, click the administrative group that corresponds to the name of the Exchange Server 5.5 site that the computer that you specified in ForestPrep resides in, and then click Next.

In the Routing Groups dialog box, click the routing group that corresponds to the name of the Exchange Server 5.5 site that the computer that you specified in ForestPrep resides in, and then click Next.

In the Installation Summary dialog box, verify your information, and then click Next.

In the Completion dialog box, click Finish.

When Exchange 2000 Setup is finished on the first node, repeat the preceding process on the second node of the cluster.

NOTE: When you install Exchange 2000 on a cluster, be sure to use the same account that was used to install the Cluster services. If you do not use this account, the following error message is displayed:

An unknown error has occurred. Facility: Win32 ID no: c0075000 Microsoft Exchange Cluster Administrator Extension.

Configure the Exchange 2000 Resources in Cluster Administrator (Exchange 2000 Virtual Servers)
The final step in configuring Exchange 2000 on a Windows 2000 cluster is to configure the cluster resources in Cluster Administrator. To configure the cluster resources in Cluster Administrator, you need to:


 * Create a resource group for Exchange 2000.
 * Create an IP Address resource.
 * Create a Network Name resource.
 * Add disk resources to the resource group.
 * Create the Exchange 2000 System Attendant resource.

Create a Resource Group for Exchange 2000


 * 1) On the first node of the cluster, click Start, point to Administrative Tools, and then click Cluster Administrator.
 * 2) Right-click the Groups container, click New, and then click Group.
 * 3) The New Group Wizard starts. In the Name box, type Exchange Group.
 * 4) In the Description box, type a description of this group (optional). Click Next.
 * 5) In the Preferred Owner dialog box, verify that there is either one or no cluster node listed in the Available nodes box, and then click Finish. Exchange Group is displayed under Groups.

NOTE: The Preferred Owner dialog box must not contain both nodes in the cluster. If both nodes are made preferred owners and one node stops working, Exchange Server would failover and failback repeatedly, which effectively takes the entire resource offline.

Create an IP Address Resource


 * 1) Right-click Exchange Group, point to New, and then click Resource.
 * 2) The New Resource Wizard starts. In the New Resource dialog box, type Exchange IP Address in the Name box.
 * 3) In the Description box, type a description (optional).
 * 4) In the Resource Type box, click IP Address. Verify that the Group box contains Exchange Group.
 * 5) In the Possible Owners dialog box, verify that both nodes appear in the Possible owners box.
 * 6) In the Dependencies dialog box, verify that no resources appear in the Resource dependencies box.
 * 7) In the TCP/IP Address Parameters dialog box, type the static IP address and subnet mask for this virtual server.

NOTE: It is highly recommended that the Exchange cluster have its own dedicated static IP address, separate from all other resources (including the quorum) that are defined in Cluster Administrator.

Create a Network Name Resource


 * 1) Right-click Exchange Group, point to New, and then click Resource. The New Resource Wizard starts.
 * 2) In the New Resource dialog box, type Exchange Network Name in the Name box. In the Resource type box, click Network Name.
 * 3) In the Possible Owners dialog box, verify that both nodes are displayed in the Possible owners box.
 * 4) In the Dependencies dialog box, click Exchange IP Address in the Available resources box, and then click Add.
 * 5) In the Network Name Parameters dialog box, type a name for the Exchange Server computer in the Name box. This is the network name that identifies this Exchange virtual server on your network. Click Finish.

Add Disk Resources to the Resource Group

To add disk resources to the resource group, move the disk to the Cluster Group node:


 * 1) Click Start, point to Administrative Tools, and then click Cluster Administrator.
 * 2) In the Groups container, click the resource group that contains the Physical Disk resources that you want to store the Exchange databases on. Drag the disks to the Exchange Group container.

Create the Exchange 2000 System Attendant Resource


 * 1) Right-click Exchange Group, point to New, and then click Resource.
 * 2) In the New Resource dialog box, type a name and a description of the resource. In the Resource Type box, click Microsoft Exchange System Attendant. In the Group box, click Exchange Group.
 * 3) In the Possible Owners dialog box, verify that both nodes in the cluster are displayed in the Possible owners box.
 * 4) In the Dependencies dialog box, click to select the Exchange Network Name and Physical Disk check boxes under Resource dependencies, and then click Add.
 * 5) In the first Exchange dialog box, click the administrative group and routing group that you want to manage the virtual server.
 * 6) In the Account and Password dialog box, enter a valid user name and password.
 * 7) In the Data Directory dialog box, verify the location of the data files (for example, S:\Exchsrvr), and then click Next.
 * 8) To bring the service online, right-click Exchange Group, and then click Bring Online.

After you successfully create the Exchange System Attendant resource, the Exchange System Attendant resource automatically creates all other virtual servers for the cluster. These servers include the following:


 * Exchange Information Store Instance
 * Exchange Message Transfer Agent Instance
 * Exchange Routing Service Instance
 * SMTP Virtual Server Instance
 * Exchange HTTP Virtual Server Instance
 * Exchange IMAP4 Virtual Server Instance
 * Exchange POP3 Virtual Server Instance
 * Exchange MS Search Instance

For More Information
For more information about planning and deploying Exchange 2000 in a clustered environment, see Chapter 20 on &quot;Clustering&quot; in the Exchange 2000 Deployment Guide, in the Docs folder on the Exchange 2000 Server installation CD-ROM. The Exchange 2000 online documentation is also an outstanding source of general and specific information about the product. You can view the online documentation by opening the Exadmin.chm file in the Setup\I386\Exchange\Bin folder on the Exchange 2000 Server installation CD-ROM.

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