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MS POST cheat sheet

MS POST ยท Keep the key ideas within reach.

Quick reference

Manage organizational settings and resources

  • Exchange admin roles are role-based access control (RBAC) objects: management role groups assign roles to administrators, while role assignment policies assign end-user roles such as MyVoiceMail or MyDistributionGroups.

  • Accepted domains have three types: Authoritative (mailbox delivery), Internal Relay (recipient not in this organization is relayed via Send connector), and External Relay (relay for an external domain).

  • An email address policy generates proxy addresses for recipients; the policy with priority 0 is applied first, and the last applied policy wins for a conflicting address type.

  • Address book policies (ABPs) scope a user's GAL, offline address book, room list, and address lists; assigning an ABP requires the Global Address List segregation to be pre-created with address list and OAB objects.

  • Organization relationships enable free/busy, calendar, and contact sharing with another Exchange forest; sharing policies control which calendar or contact data is shared with external or federated domains.

  • Retention policies apply retention tags (default, RPT, and personal) to mailbox folders; a retention policy is assigned per mailbox, and managed folder mailbox policies are the legacy equivalent.

  • Mailbox quotas use IssueWarningQuota, ProhibitSendQuota, and ProhibitSendReceiveQuota; exceeding ProhibitSendReceiveQuota returns a mailbox-full NDR to senders.

  • Exchange Server 2019 supports coexistence with Exchange 2016; Exchange 2013/2010 coexistence requires specific update levels, and the /PrepareAD, /PrepareSchema, and /PrepareAllDomains switches extend the schema and configure permissions.

Quick reference

Plan and manage the mail transport architecture

  • The transport pipeline order is: Front End Transport (Client Frontend, Default Frontend receive connectors) โ†’ Transport service (Submission, Categorizer, Mailbox Transport Delivery/Submission) โ†’ Mailbox Transport service.

  • Send connectors on a Mailbox server route outbound mail; a SourceTransportServers list defines which servers use the connector, and address spaces define which recipient domains it matches.

  • Receive connectors are scoped to a transport role (FrontendTransport, HubTransport, or HubTransport with Custom usage) and bind to a local IP/port; default connectors exist on port 25 for Frontend and Hub.

  • Categorizer resolves recipients, expands distribution groups, applies transport rules, and applies journaling; transport rules evaluate in priority order and stop processing when a StopProcessing action runs.

  • Shadow redundancy keeps a shadow copy of a message in the Transport service until delivery is confirmed; XSHADOW and XATTRIBUTE commands in SMTP EHLO control the behavior.

  • Safety Net (Exchange 2013+) stores copies of delivered messages for a configurable period (default 2 days) and resubmits them after a mailbox database failover; it replaces transport dumpster.

  • Connector selection for outbound mail: the Send connector with the most specific address space match wins; equal matches use lowest cost, then the connector with the most recent modification.

  • A Send connector with the Internal usage type is used for mail relayed between internal servers; Internet usage type is for external delivery.

  • Message tracking logs record every transport event; Get-MessageTrackingLog filters by sender, recipient, and event ID (e.g., DELIVER, FAIL, RECEIVE).

Quick reference

Plan and implement a hybrid configuration and migration

  • The Hybrid Configuration wizard (HCW) configures the Hybrid Agent or classic hybrid; it provisions the federation trust, OAuth, and the Intra-Organization connector and requires an Exchange hybrid license key.

  • Hybrid requires an Exchange server (or Exchange Server 2016/2019 in the on-premises environment) to manage recipients; Exchange Online does not remove the need for on-premises Exchange for recipient management.

  • The Hybrid Agent uses outbound-only connections from on-premises to Exchange Online; classic hybrid requires publishing the EWS, Autodiscover, and SMTP endpoints.

  • Migration batches: Cutover (all mailboxes at once, no coexistence), Staged (legacy, coexistence with Exchange 2003/2007), and Hybrid (coexistence with Exchange 2010+).

  • A migration endpoint defines the source server connection; for IMAP it uses port 993, for Exchange it uses EWS, and for cutover/staged it uses MRSProxy on the Client Access server.

  • After a hybrid mailbox move, on-premises mailbox becomes a mail-enabled user (MEU) with a targetAddress; remote mailbox objects are managed with Enable-RemoteMailbox and Disable-RemoteMailbox.

  • Free/busy between on-premises and Exchange Online requires OAuth (Exchange Online) and the organization relationship plus the Availability address space configured by HCW.

  • The HCW must be run from a server with the Exchange Trusted Subsystem and must use an account with Organization Management; the wizard creates the Federation Trust and the OAuth configuration.

Quick reference

Secure the messaging environment

  • Exchange uses the Anti-Malware agent (MalwareFilter) and transport rules; the built-in malware agent scans attachments and can be disabled per-server with Set-TransportAgent or Set-MalwareFilteringServer.

  • Anti-spam agents (Content Filter, Sender Filter, Recipient Filter, IP Block List, Sender ID, and Connection Filter) run on Edge Transport servers or on Mailbox servers when the Anti-Spam agents are installed.

  • Transport rules can apply rights protection (IRM), moderation, and disclaimer actions; the ApplyHtmlDisclaimer action supports append, prepend, or wrap.

  • S/MIME uses certificates for message signing and encryption; the certificate must be published in Active Directory or exchanged between parties.

  • Exchange supports TLS via Receive/Send connectors; the connector's TlsCertificateName and RequireTLS settings enforce encryption, and Domain Secure (mutual TLS) requires the TLSSendDomainSecureList.

  • Message encryption options: Office 365 Message Encryption (OME) with Azure Information Protection (AIP) uses encryption templates; the older OME uses transport rules with the Encrypt action.

  • Auditing: mailbox audit logging records owner, delegate, and admin access; admin audit logging records cmdlet execution. Both are enabled per-mailbox or per-organization.

  • Role Based Access Control: management role assignments can be scoped with management scopes (recipient, server, or database scope) and applied to role groups, users, or universal security groups.

Quick reference

Manage mail flow

  • Transport rule priority: lower number = higher priority; rules run in order and a StopProcessing action halts evaluation of later rules.

  • A transport rule can be scoped with a predicate (From, To, Subject, message size, attachment) and an action (redirect, reject, add header, BCC, moderate).

  • Moderation: a moderated recipient has a moderator who approves or rejects; the arbitration mailbox stores the approval messages.

  • Distribution group expansion: nested groups expand during categorization; a group can be restricted to authenticated senders with RequireSenderAuthenticationEnabled.

  • Connector selection for outbound mail uses address space specificity, then cost; a Send connector with scoped address space (e.g., *.contoso.com) wins over a * connector.

  • Queue management: Get-Queue shows queues; Retry-Queue and Suspend-Queue control them; a poison message queue holds messages that repeatedly crash the transport service.

  • Journaling: standard journaling records all messages to/from a mailbox database; premium journaling uses journal rules to target specific recipients and stores messages in a journaling mailbox.

  • Mail flow diagnostics: Test-Mailflow tests delivery between servers; Test-SmtpConnectivity tests SMTP connectivity on receive connectors.

  • Accepted domain type affects relay: an Internal Relay domain requires a Send connector for mail to that domain, or the message is rejected as unresolvable.

Quick reference

Manage recipients and mailboxes

  • Recipient types: user mailbox, shared mailbox, room mailbox, equipment mailbox, linked mailbox, resource mailbox, mail-enabled user, mail contact, distribution group, mail-enabled security group, and dynamic distribution group.

  • A shared mailbox has no license required for the mailbox itself (Exchange Online) but requires a license for the account if it has more than 50 GB or needs archive; delegates access it via FullAccess and SendAs.

  • Room and equipment mailboxes are resource mailboxes; booking policies (AllowConflicts, BookingWindowInDays, MaximumDurationInMinutes) control calendar behavior.

  • Dynamic distribution groups use an OPATH or recipient filter to compute membership at query time; membership is not stored.

  • Mailbox move requests use the Mailbox Replication Service (MRS); Get-MoveRequest and Get-MoveRequestStatistics track progress, and New-MoveRequest requires the target database.

  • Disabled mailboxes retain mailbox data for the RetentionHold or DisconnectedMailbox retention period; Connect-Mailbox reconnects a disconnected mailbox to an existing or new user account.

  • Mailbox permissions: FullAccess, SendAs, SendOnBehalf, and mailbox folder permissions; SendAs is granted via Add-RecipientPermission, FullAccess via Add-MailboxPermission.

  • Archive mailboxes: in-place archive requires an Exchange Enterprise CAL (on-premises) or an Exchange Online Archiving license; the archive is a separate mailbox database in Exchange.

  • Distribution group management: group owners can manage membership if the group is set with ManagedBy; member join/leave restrictions are set with MemberJoinRestriction.

Quick reference

Manage recipient access and authentication

  • Client access authentication methods: Basic, NTLM, Kerberos, OAuth, and forms-based (legacy); Outlook on the web (OWA) virtual directory uses forms-based or Windows authentication.

  • Modern authentication (OAuth 2.0) is required for Exchange Online; disabling it blocks Outlook clients that rely on basic authentication, which Microsoft retired.

  • MFA: Exchange Online supports MFA via Azure AD; on-premises Exchange supports MFA via ADFS or third-party providers, not native MFA.

  • ActiveSync device access: device access rules (Allow, Block, Quarantine) are set per organization, per group, or per user; quarantine holds devices until an admin approves them.

  • Outlook on the web mailbox policies control features (e.g., calendar, tasks, file access, and the ability to change password); one policy is assigned per mailbox.

  • ActiveSync mailbox policies control device settings such as password requirements, attachment size, and device encryption; one policy is assigned per mailbox.

  • Client Access rules (Exchange 2019/2016) filter connections by protocol, IP range, and authentication type; they can block or allow access to virtual directories.

  • Autodiscover: the SCP in Active Directory is used by domain-joined clients; external clients use the Autodiscover DNS record (autodiscover.contoso.com) and HTTPS redirects.

  • OAuth and hybrid: the OAuth configuration and the Intra-Organization connector are required for free/busy and cross-premises permissions between Exchange Online and on-premises Exchange.