Tips and Tricks:
Tip: In Exchange Server 2016 the architecture was simplified when compared with previous versions, and nowadays we have only two roles: Mailbox and Edge. Where the Mailbox is the role that is located in the internal network with access to the Active Directory.
Tip Exchange 2013 sp1: the Edge role reappears
Tip: ReFS not supported as File System
Tip: No storage on SMB is supported
Tip: OWA support the certificates and ADFS (strong authent scenario)
Tip: dedicate CAS servers behind hw load balancer – with public URL. the Certificate is managed by internal PKI.
Tip: prefer using Win2012 R2 and Exchange 2013 SP1 (better together!)
Tip: prefer using the command lines to install exchange 2013 role
Tip: when using cmdlets: always for details do | fl prop1,*prop2  or  | ft -autosize

Topology best practice (after SP1 of Exch 2013):

internet —–  FW —– edge server (dmz / in a wkg) —– FW —– hwlb – CAS servers —– MBX servers — FW — AD / PKI servers


Exchange installation prerequisites:

For Exchange 2016:

For Exchange 2013:

Exchange 2016 step by steps:

Cumulative updates:


Exchange and certificates:

public or internal PKI server certificates only on CAS servers, follow the recommendations here:

also the client computers are joined to the AD domain and have also a computer certificate.


Exchange and Firewalls:


Deployment assistant for Exchange: 


Exchange sizing:

HP sizer for Exchange 2013:


How to dedicate DC to Exchange? and It is recommended to exclude the DC PDC server.

How to separate roles for AD admins and roles for Exchange admins? ==> RBAC split permissions and AD split permissions

Test connectivity:

ExLogAnalyzer to the rescue:

Database maintenance:

With Outlook 2013 installed; CTRL+ right-click Outlook icon on the taskbar; then Check Outlook Connectivity and Test Messaging configuration

Validation and monitoring of storage:

When implementing a storage solution for Exchange, an easily overlooked step is the evaluation of storage after it has been put in place to determine a baseline for that storage. Microsoft makes tools to enable this testing. Jetstress and LoadGen available for Exchange 2010/2013 can be used to test storage or Exchange overall and establish a baseline for future comparison.

Jetstress 2013:

LoadGen 2013: