Exchange Server 2013

Functional Test Plan

Prepared for
Commonwealth of Pennsylvania
October 19, 2015
Version 1.3
Prepared by
Scott Alexander
Principal Consultant
scottal@[Link]

Contributors

000Commonwealth of Pennsylvania0

Revision and Signoff Sheet

Change Record
Date

Author

Version

Change reference

09/17/2
014

Scott
Alexander

.1

Initial draft

Reviewers
Name

Version
approved

Position

Date

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Table of Contents
1

Executive Summary.........................................................................7
1.1 Background Information.........................................................................7
1.2 Purpose..................................................................................................... 7
1.3 Document Scope...................................................................................... 7
1.3.1 In Scope.......................................................................................... 7
1.3.2 Out of Scope................................................................................... 7
1.4 Audience................................................................................................... 8

Test Environment.............................................................................9
2.1 Method.................................................................................................... 10

System Testing..............................................................................11
3.1 Built-In Global Testing..........................................................................11
3.1.1 Service Health................................................................................ 11
3.2 Built-in Mailbox Server Testing...........................................................11
3.2.1 Test Mail Flow..................................................................................11
3.2.2 SMTP Connectivity..........................................................................12
3.2.3 Replication Health...........................................................................12
3.2.4 Mailbox Database Copy Status.......................................................13
3.2.5 Database Statistics.........................................................................13
3.2.6 Replication Statistics.......................................................................14
3.2.7 Mailbox Connectivity Test...............................................................14
3.2.8 Mailbox Assistant Health.................................................................15
3.2.9 Server Health.................................................................................. 15
3.3 Built-In Client Access Server Testing.................................................16
3.3.1 Outlook Connectivity Test...............................................................16
3.3.2 Web Services..................................................................................16
3.3.3 ActiveSync...................................................................................... 17
3.3.4 ECP Connectivity............................................................................. 17
3.3.5 IMAP................................................................................................ 18
3.3.6 POP................................................................................................. 18
3.3.7 Mailbox Replication Service............................................................19
3.4 Exchange High Availability..................................................................19
3.4.1 Database Failure............................................................................. 19
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3.4.2 Server Failure..................................................................................20

3.4.3 Secondary Datacenter Failure.........................................................20
3.4.4 Primary Datacenter Failure.............................................................21
3.5 Mailbox Access.......................................................................................... 22
3.5.1 Autodiscover Internal......................................................................22
3.5.2 Autodiscover External.....................................................................22
3.5.3 OWA Access Internal.......................................................................23
3.5.4 OWA Access External......................................................................23
3.5.5 ActiveSync...................................................................................... 23
3.6 Outlook Functionality Test.........................................................................24
3.6.1 OAB Download................................................................................24
3.6.2 Out of Office................................................................................... 24
3.6.3 Free/Busy Data Availability.............................................................25
3.6.4 Meeting Booking.............................................................................25
3.6.5 Meeting Update.............................................................................. 26
3.6.6 Meeting Cancellation......................................................................26
3.6.7 Resource Booking...........................................................................27
3.6.8 Address List.................................................................................... 27
3.6.9 Global Message Size Limit..............................................................28
3.6.10Mailbox Quota Warning...................................................................28
3.6.11Prohibit Send Quota........................................................................28
3.6.12Recover Deleted Items....................................................................29
3.6.13Mail Tips.......................................................................................... 29
3.6.14Mailbox Delegation.........................................................................29
3.6.15Mailbox Signature...........................................................................30
3.7 OWA Functionality Testing.........................................................................30
3.7.1 OWA Maximum Message Size.........................................................30
3.7.2 OWA Web Ready Document Viewing...............................................31
3.7.3 OWA Out Of Office..........................................................................31
3.7.4 OWA Free/Bus Availability...............................................................32
3.7.5 OWA Meeting Booking....................................................................32
3.7.6 Meeting Update from OWA.............................................................32
3.7.7 OWA Meeting Cancellation..............................................................33
3.7.8 OWA Address List............................................................................33
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3.8 Mail Routing.............................................................................................. 34

3.8.1 Mail routing between Exchange 2013 Mailboxes within the
Organization.............................................................................................. 34
3.8.2 Mail routing between Exchange 2007 and Exchange 2013 Mailboxes
within the Organization............................................................................. 34
3.8.3 Mail Routing outgoing between Exchange 2013 mailboxes and
Internet Mailboxes..................................................................................... 35
3.8.4 Mail Routing Incoming between Exchange 2013 mailboxes and
Internet Mailboxes using OWA...................................................................35
3.9 Public Folders............................................................................................ 36
3.9.1 Exchange 2013 Mailboxes Accessing legacy 2007 PFs...................36
3.9.2 Exchange 2013 Mailboxes can add new PFs to legacy 2007 PFs....36
3.9.3 Exchange 2013 Mailboxes can Modify new PFs to legacy 2007 PFs 37
3.9.4 Exchange 2013 Mailboxes can delete new and existing PFs to
legacy 2007 PFs........................................................................................ 37
3.10 POP3 and IMAP4 Clients............................................................................ 37
3.10.1POP3 Service Activity testing..........................................................37
3.10.2POP3 client testing..........................................................................38
3.10.3IMAP Service Activity testing..........................................................38
3.10.4IMAP client testing..........................................................................39

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Executive Summary
1.1

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Microsoft Consulting Services (MCS) has been retained by Customer to provide

expertise and knowledge transfer for a migration from the existing messaging
system(s) to one based on the Microsoft Exchange Server 2013 platform. This
solution will be based on the Microsoft Exchange Server 2013 Product Line
Architecture.

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1.2

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The purpose of this document is to provide a test plan that describes the strategy,
approach and test cases for Exchange Server 2013 functional testing activities. This
document will also provide the details for tools required to perform testing and expected
results from each test case.

1.3

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The scope of this document is to provide the test cases that will be used to verify the
functionality of Exchange Server 2013 and validate the health of system components.

1.3.1 In Scope

Exchange Server 2013 built-in system health testing

Exchange Server 2013 functional testing

Mailbox Connectivity testing use different devices inside and outside of the
corporate network

Mail flow testing within the organization

Internet Mail flow testing using EOP (Microsoft Exchange Online Protection)

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1.3.2 Out of Scope

Performance testing

System performance testing (Loadgen)

Backup and Restore testing

Note: To perform the client connectivity testing from internet and to test internet
mail flow, CUSTOMER needs to setup the internet connectivity in test lab and
register the required DNS records on internet for test lab environment.
Test lab environment will be built as close to production environment as possible.

1.4

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This document has been prepared for a technical audience and is intended for personnel
associated with the Exchange Server 2013 deployment, including:

Exchange Architecture Teams

Windows Active Directory Team

Networking Team

Enterprise Operations Team

Project Management Team

Microsoft Account Team

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Test Environment

Customer staging email architecture will be built on the latest release of Windows Server
platform that is Windows Server 2012 R2 and Microsoft Exchange Server 2013 CU6. The
Exchange 2013 architecture will be deployed on premises, with network simulated sites
Site1, Site2, and Site3. Exchange server resources in the Site1 site will host active
mailboxes during normal runtime conditions and Site2 site will act as passive datacenter.
Site3 site will host the File Share Witness (FSW). In the event of a disaster in the primary
site, the secondary site will have the ability to run independently without affecting end
user response times. The Exchange 2013 resources will be integrated into the existing
Exchange 2007 organization that exists in the staging environment.
With Exchange 2013, high availability and site resiliency of mailbox data will be achieved
through the concept of DAG. A DAG is a Database Availability Group consisting of
multiple servers in a cluster (maximum 16) that will hold the copies of the individual
databases. A single database will have 4 copies spread across members of the DAG.
There will be one active and three passive copies of a database, out of which two passive
copy will be located in secondary site. Users connect to active database copy to send
and receive their mail; the passive copies of an individual database will get updates with
continuous replication from the active copy. At any given time, for a failure,
maintenance, or other reason, Exchange can make any of the passive copies active on
another member of the DAG. There will be two Exchange 2013 DAGs within the staging
environment, one for user mailboxes and one for public folders.
Servers in the secondary site will host only the passive copies of the databases and will
be activated only in-case of the primary site failure

Note: This document assumes that all the machines will be built as per Customer
standard build process that includes all updates, patches, anti-virus etc.

2.1

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The test cases defined in this document will be performed with variety of tools as below.

Exchange Administration Center (EAC)

Exchange Management Shell

Standard Exchange Management Shell Commands

Exchange Management Shell Scripts provided with Exchange 2013

Messaging Clients
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Outlook 2010 or Later Sp3 or higher

Internet Explorer 8 or higher

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Built-In Windows Utilities

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System Testing
3.1

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Exchange Server 2013 has built-in PowerShell commands that can be used to test certain
global parameters of Exchange Server 2013, therefore applies to more than a single
Exchange Server.

3.1.1 Service Health

Item
Test Reference

Description
ST.1.

Test Location

CUSTOMER Staging Environment

Test Description

The Test-ServiceHealth command can be used to verify that all

Microsoft Windows services that the Exchange 2013 server
requires are running and set to automatic start-up status

Test to be
Performed

Run the following command from the Exchange

Management Shell on any Exchange 2013 server:
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Get-ExchangeServer Identity <server> | TestServiceHealth | ft

Role,RequiredServicesRunning,ServicesNotRunning
AutoSize
For details refer to test-servicehealth
Expected Result

Each role of each server should be examined. For each role,

the RequiredServicesRunning column of the output should
read True and the ServicesNotRunning column should not
list any services

Actual Result
Notes

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3.2

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3.2.1 Test Mail Flow

Item
Test Reference

Description
ST.2.
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Test Location

CUSTOMER Staging Environment

Test Description

The Test-Mailflow cmdlet tests mail submission, transport,

and delivery. The cmdlet verifies that each Mailbox server can
successfully send itself a message.

Test to be
Performed

Run the following Exchange Management Shell

command from each Exchange 2013 server. This cannot
be run remotely:
Test-Mailflow | ft
For details refer to test-mailflow

Expected Result

A list of mail flow checks per Mailbox server and their results
will be presented. For each check, the TestMailflowResult
column should read Success

Actual Result
Notes

3.2.2 SMTP Connectivity

Item
Test Reference

Description
ST.3.

Test Location

CUSTOMER Staging Environment

Test Description

The Test-SmtpConnectivity cmdlet against a Mailbox server

attempts to establish an SMTP connection to all bindings of all
Receive connectors hosted on that server

Test to be
Performed

Run the following Exchange Management Shell

command against any Exchange 2013 server:
Get-TransportService <server> | TestSmtpConnectivity
For details refer to Test-SmtpConnectivity

Expected Result

The cmdlet should show the result as successfully connected

to SMTP service.

Actual Result
Notes

3.2.3 Replication Health

Item
Test Reference

Description
ST.1.

Test Location

CUSTOMER Staging Environment

Test Description

The Test-ReplicationHealth cmdlet is designed for the

proactive monitoring of continuous replication and the
continuous replication pipeline, the availability of Active
Manager, and the health and status of the underlying cluster
service, quorum, and network components. The TestReplicationHealth cmdlet can be run locally or remotely
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against any Mailbox server in a DAG.

Test to be
Performed

Run the following Exchange Management Shell

command against all Exchange 2013 servers running
the Mailbox server role:
Get-MailboxServer | where
{$_.admindisplayversion -like "Version 15*"} |
Test-ReplicationHealth | ft -AutoSize
For details refer to Test-ReplicationHealth

Expected Result

A list of replication checks and the results will be presented.

For each check, the Result column should read Passed

Actual Result
Notes

3.2.4 Mailbox Database Copy Status

Item
Test Reference

Description
ST.2.

Test Location

CUSTOMER Staging Environment

Test Description

The get-MailboxDatabaseCopyStatus is used to view health

and status information of all the copies of the database

Test to be
Performed

Run the following Exchange Management Shell

command against all Exchange 2013 servers running
the Mailbox server role:
Get-MailboxDatabaseCopyStatus *
For details refer to GetMailboxDatabaseCopyStatus
[Link]

Expected Result

The result should list all the databases with replication health,
and the result should show the status healthy for all the
databases

Actual Result
Notes

3.2.5 Database Statistics

Item
Test Reference

Description
ST.3.

Test Location

CUSTOMER Staging Environment

Test Description

Exchange 2013 includes a script called

CollectOverMetrics.ps1, which can be found in the Scripts
folder. CollectOverMetrics.ps1 reads DAG member event logs
to gather information about database operations (such as
database mounts, moves, and failovers) over a specific time
period.
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Test to be
Performed

Run the following script to generate the report for all

databases in the DAG
CollectOverMetrics.ps1 -DatabaseAvailabilityGroup
DAG1 -Database:"DB*" -GenerateHTMLReport
ShowHTMLReport
For more information refer to CollectOverMetrics.ps1
[Link]

Expected Result

The result should list all the databases with the information
about mount, failure, move etc

Actual Result
Notes

3.2.6 Replication Statistics

Item
Test Reference

Description
ST.4.

Test Location

CUSTOMER Staging Environment

Test Description

CollectReplicationMetrics.ps1 collects data from performance

counters related to database replication. The script gathers
counter data from multiple Mailbox servers, writes each
server's data to a .csv file, and then reports various statistics
across all of this data (for example, the amount of time each
copy was failed or suspended, the average copy or replay
queue length, or the amount of time that copies were outside
of their failover criteria).

Test to be
Performed

Run the following script to generate the report for all

databases in the DAG
CollectReplicationMetrics.ps1 -DagName DAG1
-Duration "[Link]" -Frequency "[Link]"
ReportPath <path>
For more information refer to
CollectReplicationMetrics.ps1
[Link]

Expected Result

Based on the parameters specified above, this script will run

for one hour. The output should show the replication statistics
for each database in the DAG, this data can be used to
monitor the replication health

Actual Result
Notes

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3.2.7 Mailbox Connectivity Test

Item
Test Reference

Description
ST.5.

Test Location

CUSTOMER Staging Environment

Test Description

The Test-MapiConnectivity cmdlet verifies server

functionality. This cmdlet logs on to the mailbox that you
specify (or to the SystemMailbox if you don't specify the
Identity parameter) and retrieves a list of items in the Inbox.
Logging on to the mailbox tests two critical protocols used
when a client connects to a Mailbox server: MAPI and LDAP.
During authentication, the Test-MapiConnectivity cmdlet
indirectly verifies that the MAPI server, Exchange store, and
Directory Service Access (DSAccess) are working

Test to be
Performed

Run the following powershell command to perform the

test
Test-MapiConnectivity -Server <server>

For more information refer to test-mapiconnectivity

[Link]
[Link]
Expected Result

The output should display success or failure at logging onto

each database currently hosted on that particular server. Note
that if no databases are currently active on the server you will
receive a warning that the operation could not be performed.

Actual Result
Notes

3.2.8 Mailbox Assistant Health

Item
Test Reference

Description
ST.6.

Test Location

CUSTOMER Staging Environment

Test Description

The Mailbox Assistants service runs on all servers that have

the Mailbox server role installed. This service is responsible
for scheduling and dispatching several assistants that ensure
mailboxes function correctly.
Test-AssistantHealth cmdlet verifies that the Microsoft
Exchange Mailbox Assistants service
(MSExchangeMailboxAssistants) is healthy, to recover from
health issues, and to report the status of the diagnosis or
recovery action

Test to be
Performed

Run the following powershell command to perform the

test
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Test-AssistantHealth -ServerName <server>

-IncludeCrashDump -ResolveProblems | FormatList
For more information refer to test-AssistantHealth
[Link]
Expected Result

The output should display the health information of

MailboxAssistant

Actual Result
Notes

3.2.9 Server Health

Item
Test Reference

Description
ST.7.

Test Location

CUSTOMER Staging Environment

Test Description

Get-Healthreport returns health information related to the

server you specify. You can use the health values to determine
the state of the server. The cmdlet also returns an alert value
that provides the specific state of your server.

Test to be
Performed

Run the following powershell command to perform the

test
Get-HealthReport Identity <server>
For more information refer to Get-HealthReport
[Link]

Expected Result

The output should display the health values that includes the
following:

Online
Partially Online
Offline
Sidelined
Functional
Unavailable

Actual Result
Notes

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3.3

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3.3.1 Outlook Connectivity Test
Item
Test Reference

Description
ST.8.

Test Location

CUSTOMER Staging Environment

Test Description

Use the Microsoft Connectivity Analyzer

([Link] to execute the
Microsoft Office Outlook Connectivity Test - Outlook
Connectivity.

Test to be
Performed

Follow the steps in the wizard for the Outlook

Connectivity test.

Expected Result

Outlook Connectivity test must complete successfully without

any error

Actual Result
Notes

3.3.2 Web Services

Item
Test Reference

Description
ST.9.

Test Location

CUSTOMER Staging Environment

Test Description

Use the Microsoft Connectivity Analyzer

([Link] to execute the
Microsoft Exchange Web Services Connectivity Test Synchronization, Notification, Availability, and Automatic
Replies.

Test to be
Performed

Follow the steps in the wizard for the Synchronization,

Notification, Availability, and Automatic Replies test.

Expected Result

These tests walk through many basic Exchange Web Services

tasks to confirm they're working.
The operations tested by default are GetFolder, CreateItem,
DeleteItem, and SyncFolderItems. The output must provide
result for each operation

Actual Result
Notes

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3.3.3 ActiveSync
Item
Test Reference

Description
ST.10.

Test Location

CUSTOMER Staging Environment

Test Description

Test-ActiveSyncConnectivity cmdlet performs a full

synchronization between a mobile device and a specified
mailbox to test the functionality of Exchange ActiveSync.

Test to be
Performed

Run the following Exchange Management Shell

commands against any Exchange 2013 server:
$credential = Get-Credential -UserName Customerstglab\testuser31
Test-ActiveSyncConnectivity
-UseAutodiscoverForClientAccessServer:$true
-MailboxCredential $credential |ft Autosize
For Details refer to test-activesyncconnectivity

Expected Result

If the test fails, an error message will be displayed on

powershell

Actual Result
Notes

Better to use Remote connectivity analyzer to test outlook

connectivity, to perform the use Remote Connectivity Analyzer
here

3.3.4 ECP Connectivity

Item
Test Reference

Description
ST.11.

Test Location

CUSTOMER Staging Environment

Test Description

Use a web browser to connect and logon to EAC to verify

Exchange Administration Center functionality for all Exchange
2013 servers in the environment.

Test to be
Performed

Open a web browser and connect to

[Link] or
[Link] Logon using
administrative credentials. Validate that you can
successfully logon and access the EAC interface.

Expected Result

Logon to EAC directly to each server will result in a cert error

as the server names are not included on the SAN cert. After
continuing to the website the administrator will be able to
logon.

Actual Result
Notes
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3.3.5 IMAP
Item
Test Reference

Description
ST.12.

Test Location

CUSTOMER Staging Environment

Test Description

the Test-ImapConnectivity cmdlet to verify that the IMAP4

service is running as expected. The Test-ImapConnectivity
cmdlet can be used to test the IMAP4 functionality for a
specified Client Access server for all mailboxes on servers
running Microsoft Exchange Server 2013 in the same Active
Directory site

Test to be
Performed

Run the following Exchange Management Shell

command against any Exchange 2013 server:
Test-ImapConnectivity ClientAccessServer
ENSTGEXCH001 MailboxCredential:(Get-Credential
Customer-stglab\testuser31)
For Details refer to test-imapconnectivity

Expected Result

A series of tests will be run and each test should be

completed successfully

Actual Result
Notes

3.3.6 POP
Item
Test Reference

Description
ST.13.

Test Location

CUSTOMER Staging Environment

Test Description

the Test-PopConnectivity cmdlet to verify that the IMAP4

service is running as expected. The Test-PopConnectivity
cmdlet can be used to test the POP3 functionality for a
specified Client Access server for all mailboxes on servers
running Microsoft Exchange Server 2013 in the same Active
Directory site

Test to be
Performed

Run the following Exchange Management Shell

command against any Exchange 2013 server:
Test-PopConnectivity ClientAccessServer
ENSTGEXCH001 MailboxCredential:(Get-Credential
Customer-stglab\testuser31)
For Details refer to test-imapconnectivity

Expected Result

A series of tests will be run and each test should be

completed successfully

Actual Result
Notes
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3.3.7 Mailbox Replication Service

Item
Test Reference

Description
ST.14.

Test Location

CUSTOMER Staging Environment

Test Description

The Microsoft Exchange Mailbox Replication service runs on

mailbox servers. Test-MRSHealth command ensures that the
Mailbox Replication service is running and that it responds to
a remote procedure call (RPC) ping check.

Test to be
Performed

Run the following Exchange Management Shell

command on any Exchange 2013 server:
Test-MRSHealth <server name>
For Details refer to Test-MRSHealth

Expected Result

The commends runs against mailbox servers to validate the

health of MRS, if there are any errors or warnings that will be
displayed on PowerShell

Actual Result
Notes

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3.4

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3.4.1 Database Failure

Item
Test Reference

Description
ST.15.

Test Location

CUSTOMER Staging Environment

Test Description

Validate the passive copy of a database in the same

datacenter comes online automatically upon a failure of a
database

Test to be
Performed

Login to Exchange 2013 mailbox server with

administrative permissions
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Offline a disk that contains the active copy of a mailbox

database from disk manager to force database failure
Monitor the databases on second Exchange 2013
mailbox server that has a passive copy
Get-MailboxDatabaseCopyStatus -Identity
<database>
Expected Result

Databases on second mailbox server that has a passive copy

of the database should come online automatically without
any administrative interference

Actual Result
Notes

To resume the database copy from a failed and suspended

state you need to run the following:
Resume-MailboxDatabaseCopy <database>\<server>
The active database copy then needs to be moved back to
the AP1 server using, Move-ActiveMailboxDatabase
ActivateOnServer <server>

3.4.2 Server Failure

Item
Test Reference

Test Location
Test Description

Description
ST.16.

CUSTOMER Staging Environment

Validate the databases running on an Exchange 2013 server

are automatically mounted on Exchange Servers hosting
passive copy in the same datacenter
Validate the mail flow

Validate client access using Outlook, OWA and any other

client that is used

Test to be
Performed

Power off one of the Exchange 2013 servers to simulate

a server failure

Monitor the databases on another servers that are

hosting the passive copies of the databases on failed
server
Send emails to mailboxes Exchange 2013 and internet
mailboxes like [Link] to validate mails are
delivered
Try accessing mailboxes using OWA and Outlook
Clients that are connected already should not see any
disconnection in the services
Verify the clients are able to access the mails and public
folders
Expected Result

Passive copies of databases should come online

automatically without any administrative interference
Users should continue send and receive emails
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Users should continue accessing mailboxes with different

clients

Actual Result

3.4.3 Secondary Datacenter Failure

Item
Test Reference

Description
ST.17.

Test Location

CUSTOMER Staging Environment

Test Description

Validate all the services that are running in Primary

Datacenter continue running without any interruption

Test to be
Performed

Power off all the servers in secondary datacenter

Monitor the databases on Exchange 2013 servers in
primary datacenter

Try accessing mailboxes using OWA and Outlook

Clients that are connected already should not see any
disconnection in the services
Mail flow should continue working as normal
Expected Result

Passive copies of databases should come online

automatically without any administrative interference

Actual Result

CUSTOMER Passive datacenter doesnt host any active

mailboxes, hence there should be no interruption to any
service

Notes

This test was not executed because the passive datacenter

does not host any active services so there would be nothing
to failover.

3.4.4 Primary Datacenter Failure

Item
Test Reference

Description
ST.18.

Test Location

CUSTOMER Staging Environment

Test Description

Validate all the databases that are hosted in primary

datacenter are mounted on Exchange servers in passive
datacenter automatically
Validate mailboxes that were hosted in primary datacenter
continue using exchange services like OWA, Outlook
Anywhere, OAB etc. and are able to send and receive emails

Test to be
Performed

Power off all Exchange 2013 servers in primary

datacenter
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On the secondary datacenter DAG should continue

running and should be able to achieve quorum
automatically with the help of witness server sitting in
third datacenter
From a mailbox that was hosted on primary datacenter,
send emails to mailboxes on Exchange 2013 and
internet mailboxes to validate mails are delivered
Try accessing mailboxes using OWA and Outlook from a
mailbox that was hosted on primary datacenter
Clients that are already connected may experience a
disconnection for a short period until the services are
restored.
Expected Result

The failover from primary datacenter to secondary

datacenter must be automatic and service should restore on
secondary datacenter without any manual intervention

Actual Result
Notes

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3.5.1 Autodiscover Internal
Item
Test Reference

Description
ST.19.
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Test Location

CUSTOMER Staging Environment

Test Description

Validate that an internal, domain-joined Outlook 2010 or

Later client can connect via the autodiscover service
automatically

Test to be
Performed

Expected Result

Logon to a desktop/laptop using one of the Exchange

2013 test user accounts
Open Outlook 2010 or Later for the first time, with no
previous Outlook profile configured
Follow the first-start procedure to connect to the test
mailbox
The autodiscover process should allow the first-start
procedure to automatically configure access to the mailbox
without prompting the user for their email address and any
authentication prompts

Actual Result
Notes

Internal domain joined users will use SCP to locate the server
for autodiscover process. The computer must be joined to
domain

3.5.2 Autodiscover External

Item
Test Reference

Description
ST.20.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that an external, Outlook 2010 or Later client can

connect via the autodiscover service automatically

Test to be
Performed

Ensure the client workstation has internet connectivity

Logon to a desktop/laptop using one of the Exchange
2013 test user accounts
Open Outlook 2010 or Later for the first time, with no
previous Outlook profile configured
Follow the first-start procedure to connect to the test
mailbox

Expected Result

The autodiscover process should allow the first-start

procedure to automatically configure access to the mailbox
without prompting the user for their email address and any
authentication prompts

Actual Result
Notes

User must login to workstation with his domain credentials

for automatic discovery process, otherwise user would need
to provide their email address and credentials to configure
profile with autodiscover

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3.5.3 OWA Access Internal

Item

Description

Test Reference

ST.21.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that an internal user can access their mailbox using

OWA via forms based authentication

Test to be
Performed

Expected Result

Logon to a desktop/laptop using one of the Exchange

2013 test user accounts
Using a browser, navigate to
[Link] to access the mailbox
via OWA
Provide credentials to access OWA in the form
After providing the credentials, users should be able to view
the mailbox.

Actual Result
Notes

3.5.4 OWA Access External

Item

Description

Test Reference

ST.22.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that an external user can access their mailbox using

OWA via forms based authentication

Test to be
Performed

Expected Result

Using a browser, navigate to

[Link] to access the mailbox
via OWA
Provide credentials to access OWA in the form
After providing the credentials, users should be able to view
the mailbox.

Actual Result
Notes

3.5.5 ActiveSync
Item
Test Reference

Description
ST.23.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that an external user can access their mailbox using

ActiveSync, user must have his/her email address and
password handy to configure the mobile device
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Test to be
Performed

Expected Result

Modify internal DNS record for mobilemail to point to

the 2013 load balanced VIP
Test from ActiveSync devices to validate they can still
access both 2013 and 2007 mailboxes after AirWatch
SEG redirected to Exchange 2013
After providing the credentials, users should be able to view
the mailbox on mobile device.

Actual Result
Notes

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3.6.1 OAB Download
Item
Test Reference

Test Location

Description
ST.24.

CUSTOMER Staging Environment

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Test Description

Test to be
Performed

Expected Result

Validate that clients can download the Offline Address Book

(OAB)

While logged on to workstation internally using one of

the test user account, open Outlook 2010 or Later and
connect to the test mailbox
Use the Send/Receive menu option to request a full
download of the Offline Address Book
Open event viewer and check event ID 27 starting OAB
download
Followed by another event ID 27 OAB download
succeeded
The Offline Address Book should be downloaded without error,
if there are errors the error would be logged into application
event log

Actual Result
Notes

3.6.2 Out of Office

Item
Test Reference

Description
ST.25.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that clients can access the Out of Office feature via
Exchange Web Services

Test to be
Performed

Expected Result

While logged on internally on a workstation using one of

the test user accounts, open Outlook 2010 and
connect to the test mailbox
Access the Out of Office feature by selecting
FileAutomatic Replies
Customize automatic replies for internal and external
mails
Send an email to the account that has automatic replies
setup from both internal and external mailbox
The sender should receive automatic reply message
from the recipient
The Out of Office window should be displayed correctly with
no error messages
The sender should receive automatic reply message from
recipient as defined in automatic reply settings

Actual Result
Notes

3.6.3 Free/Busy Data Availability

Item

Description
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Test Reference

ST.26.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that clients can check the availability of another user

Test to be
Performed

Expected Result

Login to Test User 1 Exchange 2013 mailbox using

Outlook 2010 or Later
Create a meeting request and type Test User 2 in To field
Click on scheduling assistant
In Outlook 2010 or Later scheduling assistant, check see
the availability information of User1 and User2
Meeting availability data should be displayed for both users

Actual Result
Notes

3.6.4 Meeting Booking

Item
Test Reference

Description
ST.27.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that clients can successfully book a meeting with

another user

Test to be
Performed

Expected Result

Login Test User1 Exchange 2013 test mailbox using

Outlook 2010 or Later
Create a new meeting requires, and add Test User2 in
TO field
Click on scheduling assistant
Select the time of meeting and send the meeting
request
Open Test User2 mailbox using outlook
Accept the meeting and send the response
Check the calendar of both User1 and User2 and see the
meeting appears in both the users calendar
The meetings should be accepted and appear in both users
calendars

Actual Result
Notes

If the meeting is not accepted by the recipient, the meeting

would appear as tentative in the calendar

3.6.5 Meeting Update

Item
Test Reference

Test Location

Description
ST.28.

CUSTOMER Staging Environment

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Test Description

Test to be
Performed

Validate that clients can send meeting updates to other users

and update the calendar

Login to Test User1 Exchange 2013 test mailbox using

Outlook 2010 or Later

Open the meeting that was created in test case Error:

Reference source not found
Change the date and time of the meeting and click on
send update
Open Test User2 mailbox using outlook
Check the User2 has received meeting update request
Open the meeting update item from outlook and click on
accept
Check the calendar of User2 to verify the meeting date
and time has been updated in calendar
Expected Result

After accepting the meeting update, the calendar should be

updated with new date and time

Actual Result
Notes

3.6.6 Meeting Cancellation

Item
Test Reference

Description
ST.29.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that clients can send meeting cancellation and

update calendar

Test to be
Performed

Login to Test User1 Exchange 2013 test mailbox using

Outlook 2010 or Later

Open the meeting that was created in test case Error:

Reference source not found
Click on cancel meeting and click on send cancellation
Open Test User2 mailbox using outlook
Check the User2 has received meeting cancellation
Open the meeting cancellation item from outlook and
click on remove from calendar
Check the calendar of User2 to verify the meeting has
been removed from calendar
Expected Result

After accepting the meeting cancellation, the meeting should

be removed from the calendar

Actual Result
Notes

3.6.7 Resource Booking

Item

Description
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Test Reference

ST.30.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that clients can successfully book a resource along

with a meeting request

Test to be
Performed

Login to Test User1 Exchange 2013 test mailbox using

Outlook 2010 or Later

Create a new meeting requires, and add User2 in TO

field
Next to location field, click on Rooms button All Rooms
address book will be opened
Select a room from the address book
Click on scheduling assistant, you should see the User2
and Room Mailbox name as attendees
Select the time of meeting and verify both User2 and
Room are available
send the meeting request
User1 should receive an automatic (acceptance or
decline) response from resource mailbox
Expected Result

The user should be able to book resource and should receive

automatic response from resource mailbox

Actual Result
Notes

3.6.8 Address List

Item
Test Reference

Description
ST.31.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that the address list shows all exchange recipients

Test to be
Performed

Expected Result

Log into Outlook 2010 or Later using one of the Test

User1 Exchange 2013 test user accounts
In Outlook 20007, view the members of the Global
Address list
From outlook open address list option
From drop down select any other address list and check
you are able to see the expected recipients from that
address list
The Global Address List and any other address should show all
respective exchange recipients

Actual Result
Notes

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3.6.9 Global Message Size Limit

Item

Description

Test Reference

ST.32.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that the global maximum message send size cannot

be exceeded by users

Test to be
Performed

Log into Outlook 2010 or later using one of the test user
accounts
In Outlook, compose a new message to the other test
user account and include an attachment greater than
25MB in size
Send the message

Expected Result

The system should reject the message based on it exceeding

the 20MB global sending message size

Actual Result
Notes

3.6.10

Mailbox Quota Warning

Item

Description

Test Reference

ST.33.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that mailbox warning quotas are functioning correctly

Log into Test User1 mailbox via Outlook 2010 or Later

Ensure that this mailbox contains 5 GB + of mailbox

Test to be
Performed

data

Wait for the next scheduled warning message to be sent

Expected Result

The test mailbox should receive a system-generated warning

message advising the user that the warning threshold has
been met

Actual Result
Notes

3.6.11

Assuming the mailbox warning quota is set to 5GB

Prohibit Send Quota

Item
Test Reference

Description
ST.34.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that mailbox prohibit send quotas are functioning

correctly
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Test to be
Performed

Log into a Test User1 mailbox via Outlook 2010 or Later

Ensure that this mailbox contains over 5 GB of mailbox
data
Attempt to send a new message to any user

Expected Result

The user should be prevented from sending new messages

until the mailbox size is reduced

Actual Result
Notes

3.6.12

Assuming the prohibit send is set to 5 GB

Recover Deleted Items

Item

Description

Test Reference

ST.35.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that mailbox is able to recover mails using recover

delete items option

Test to be
Performed

Log into Test User1 Exchange 2013 test mailbox via

Outlook 2010 or Later
Highlight a message in inbox and press
<Shift>+<Delete> to permanently delete the
message from inbox
Verify message is not gone to deleted items folder
Click on tools and click on recover deleted items
Verify the message deleted above step is in dumpster
Right Click on message and click on recover
Verify the message is recovered to inbox

Expected Result

The message should be recovered to inbox of the user

Actual Result
Notes

3.6.13

Mail Tips

Item
Test Reference

Description
ST.36.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that user is seeing mail tips while composing emails

Test to be
Performed

Log into a Test User1 Exchange 2013 test mailbox via

Outlook 2010 or Later or later

Create a new mail items and in TO filed type one

internal user User2 and an external user
test1@[Link]
Check on top of the email item whether user is seeing
any mail tips
Expected Result

User should be seeing a mail tip about external user

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Actual Result
Notes

3.6.14

For my Hotmail account, I saw The following message that

the recipient is outside your organization.

Mailbox Delegation

Item

Description

Test Reference

ST.37.

Test Location

CUSTOMER Staging Environment

Test Description

Validate the delegate settings are working

Create Two mailbox in Exchange 2013 as TestUser31 and

Test to be
Performed

TestUser32

Login to desktop / laptop with the newly created mailbox

account
Open outlook and validate the profile is created
automatically
From outlook create delegation and assign Send AS
delegation to another mailbox on Exchange 2013
Secretary
Login to Testuser32 mailbox from outlook
Check whether secretary is able to send as on behalf of
manager
Validate the delegation is working as expected
Expected Result

Delegated User TestUser32 should be able to send emails on

behalf of manager

Actual Result
Notes

3.6.15

Mailbox has delegated Send AS permissions and view all

object permissions to secretary

Mailbox Signature

Item
Test Reference

Description
ST.38.

Test Location

CUSTOMER Staging Environment

Test Description

Validate the signature is working as expected

Test to be
Performed

Expected Result

Open a mailbox and create a signature using Outlook

2010 or Later
Compose a new mail and check the signature is added
to new mail
Signature is an outlook property. This test to check user
scenario

Actual Result
Notes

Mailbox must have a signature configured

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3.7 O
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3.7.1 OWA Maximum Message Size
Item
Test Reference

Description
ST.39.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that the OWA maximum message compose size

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cannot be exceeded by users

Test to be
Performed

Log into OWA using one of test user 31 accounts

Attempt to compose a new message to the other test
user 32 test user account and include an attachment
greater than 25MB in size

Expected Result

The system should prevent composition and sending of the

message based on it exceeding the 20MB OWA maximum
message compose size

Actual Result
Notes

3.7.2 OWA Web Ready Document Viewing

Item
Test Reference

Description
ST.40.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that OWA web-ready document viewing is functioning

correctly

Test to be
Performed

Log into a test user 31 Exchange 2013 test mailbox via

OWA

Compose a new message to the other test user 32

Exchange 2013 test user
Attach any standard Word .DOC file
Send the message to the other test user 32 Exchange
2013 user
Log into the test user 32 user mailbox
Open the message and hover the mouse cursor over the
attachment
select the [Preview] option that appears below the
attached Word document
Expected Result

The Word document should be rendered within OWA rather

than requiring it to be opened within Word itself

Actual Result
Notes

3.7.3 OWA Out Of Office

Item
Test Reference

Description
ST.41.

Test Location

CUSTOMER Staging Environment

Test Description

Validate OWA clients can access the Out of Office feature

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Test to be
Performed

Expected Result

Login to one of the test user 32 Exchange 2013 test

mailbox using OWA
In the main OWA window, click Options then Set
Automatic Replies
On the Automatic Replies tab, configure the Out of
Office as required
Send a mail to Test User 32 from any other mailbox
internal and external
Both external and internal users should see an out of
office message
The Automatic Replies screen should be displayed correctly
and allow the Out of Office reply to be set

Actual Result
Notes

3.7.4 OWA Free/Bus Availability

Item
Test Reference

Description
ST.42.

Test Location

CUSTOMER Staging Environment

Test Description

Validate OWA clients can check the availability of another user

Test to be
Performed

Login to Test User3 1 mailbox using OWA

Create a new meeting request and add User32 in to field
Click on scheduling assistant and verify the availability
information of User1 and User2

Expected Result

Meeting availability data should be displayed for both users

Actual Result
Notes

3.7.5 OWA Meeting Booking

Item
Test Reference

Description
ST.43.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that both internal and external OWA clients can

successfully book a meeting with another user

Test to be
Performed

Login to Test User 31 mailbox using OWA

Create a new meeting request and add User32 in to field
Click on scheduling assistant and verify the availability
information of User1 and User2
Choose the time of meeting and click on send
Login to User32 mailbox using OWA and accept the
meeting and send the response to organizer (user31)
Check the mailbox of User31 to see response email
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Check the calendar and verify the meeting appears in

the calendar of both user31 and user32
Expected Result

The meetings should be accepted and appear in both users

calendars

Actual Result
Notes

3.7.6 Meeting Update from OWA

Item
Test Reference

Description
ST.44.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that both internal and external OWA clients can send
a meeting udpates

Test to be
Performed

Login to Test User 31 mailbox using OWA

Go to calendar and open the meeting that was created
in the test case Error: Reference source not found
Change the date and time of the meeting and click on
send update
Login to User32 mailbox using OWA and open the
meeting update item
Click on accept the meeting update
Go to calendar and verify the meeting is updated with
new date and time

Expected Result

After accepting the updated meeting request, the calendar

should be updated with new date and time

Actual Result
Notes

3.7.7 OWA Meeting Cancellation

Item
Test Reference

Description
ST.45.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that both internal and external OWA clients can send
a meeting udpates

Test to be
Performed

Login to Test User 31 mailbox using OWA

Go to calendar and open the meeting that was created
in the test case Error: Reference source not found
Click on cancel meeting and click on send
Login to User32 mailbox using OWA and open the
meeting cancellation and click on remove from
calendar
Go to calendar and verify meeting is removed from the
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calendar
Expected Result

After accepting the meeting cancellation request, the meeting

should be removed from calendar

Actual Result
Notes

3.7.8 OWA Address List

Item
Test Reference

Description
ST.46.

Test Location

CUSTOMER Staging Environment

Test Description

Validate Users are able to view address list in OWA

Test to be
Performed

Expected Result

Login to Test User 31 mailbox using OWA

Compose a new mail and click on TO field
By default Default Global Address List will appear
Verify all the exchange recipients appear in the list
User should see the Global Address List and all recipients in
the list

Actual Result
Notes

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3.8.1 Mail routing between Exchange 2013 Mailboxes
within the Organization
Item
Test Reference

Description
ST.47.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that Users are able to send and receive emails while
using Outlook

Test to be
Performed

Expected Result

Login to Test User 31 mailbox using Outlook 2010 or

Later
Compose a new mail and add User32 in to field
Type subject as Test @ [Link] 06062013
Type some text in message body
Send the message
Open User32 mailbox in Outlook 2010 or Later
View the message and reply back to same message with
delivery receipt and read receipt
Go back to User31 mailbox and see the reply from
User32
Verify User32 receives the delivery and read receipt
from User31
Both users should be receiving emails from each other

Actual Result
Notes

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3.8.2 Mail routing between Exchange 2007 and

Exchange 2013 Mailboxes within the
Organization
Item
Test Reference

Description
ST.48.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that Users are able to send and receive emails while
using Outlook

Test to be
Performed

Login to Exchange 20013 user Test User 31 mailbox

using Outlook 2010 or Later

Compose a new mail and add c-sbarsoum-stg in to field

Type subject as Test @ [Link] 06062013
Type some text in message body
Send the message
Open User32 mailbox in Outlook 2010 or Later
View the message and reply back to same message with
delivery receipt and read receipt

Go back to User31 mailbox and see the reply from

User32
Verify User32 receives the delivery and read receipt
from User31
Expected Result

Both users should be receiving emails from each other

Actual Result
Notes

3.8.3 Mail Routing outgoing between Exchange 2013

mailboxes and Internet Mailboxes
Item
Test Reference

Description
ST.49.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that users are able to send mails out to internet

recipients

Test to be
Performed

Login to Test User 32 mailbox using Outlook 2010 or

Later
Compose a new mail and add an external email address
in to field
Type subject as Test @ [Link] 06062013
Type some text in message body
Send the message
Check the queue at transport server
Open the recipient mailbox and verify the message is
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received by the recipient

Reply back to the message and verify the user gets the
mail from internet mailbox in the outlook
Expected Result

Internet recipient should receive the mails from internal

mailboxes

Actual Result
Notes

3.8.4 Mail Routing Incoming between Exchange 2013

mailboxes and Internet Mailboxes using OWA
Item
Test Reference

Description
ST.50.

Test Location

CUSTOMER Staging Environment

Test Description

Validate users are able to send and receive emails while using
OWA

Test to be
Performed

Login to Test User 1 mailbox using OWA

Compose a new mail and add User2 in to field
Type subject as Test @ [Link] 06062013
Type some text in message body
Send the message
Open User2 mailbox OWA
View the message and reply back to same message with
delivery receipt and read receipt
Go back to User1 mailbox and see the reply from User2
Verify User2 receives the delivery and read receipt from
User1

Expected Result

Both users should be receiving emails from each other

Actual Result
Notes

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3.9 P
u
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Add tests for Exchange 2013 mailboxes accessing, adding, editing, and deleting public
folder data on Exchange 2007 legacy public folders

3.9.1 Exchange 2013 Mailboxes Accessing legacy 2007

PFs
Item
Test Reference

Description
ST.51.

Test Location

CUSTOMER Staging Environment

Test Description

Validate that exchange 2013 mailboxes can access legacy

2007 PFs.

Test to be
Performed

Expected Result

Login to Test User 31 mailbox using Outlook 2010 or

higher
Click on Public Folders All Public Folders
Make sure that you are able to view all the child level
PFs
Able to browse all the child level PFs

Actual Result
Notes

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3.9.2 Exchange 2013 Mailboxes can add new PFs to

legacy 2007 PFs
Item
Test Reference

Description
ST.52.

Test Location

CUSTOMER Staging Environment

Test Description

Validate exchange 2013 mailboxes can add new PFs to

legacy 2007 PFs

Test to be
Performed

Expected Result

Login to Test User 31 or Test User 32 mailbox using

Outlook 2010 or higher
Click on Public Folders All Public Folders
Select any child PFs and can add PFs based on the level
of permissions assigned on that PF.
Can add the new PFs.

Actual Result
Notes

3.9.3 Exchange 2013 Mailboxes can Modify new PFs to

legacy 2007 PFs
Item
Test Reference

Description
ST.53.

Test Location

CUSTOMER Staging Environment

Test Description

Validate exchange 2013 mailboxes can modify new PFs to

legacy 2007 PFs

Test to be
Performed

Login to Test User 31 or Test User 32 mailbox using

Outlook 2010 or higher

Click on Public Folders All Public Folders

Select any child PFs and can add PFs based on the level
of permissions assigned on that PF.
Expected Result

Can modify the new and existing PFs.

Actual Result
Notes

3.9.4 Exchange 2013 Mailboxes can delete new and

existing PFs to legacy 2007 PFs
Item
Test Reference

Description
ST.54.

Test Location

CUSTOMER Staging Environment

Test Description

Validate exchange 2013 mailboxes can delete new and

existing PFs to legacy 2007 PFs

Test to be

Login to Test User 31 or Test User 32 mailbox using

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Exchange Server 2013, Functional Test Plan, Version 1.0
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Performed

Expected Result

Outlook 2010 or higher

Click on Public Folders All Public Folders
Select any child PFs and can add PFs based on the level
of permissions assigned on that PF.
Can delete the new and existing PFs.

Actual Result
Notes

3.10 P
O
P
3
a
n
d
I
M
A
P
4
C
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n
t
s
Add tests for Exchange 2013 mailboxes logging on, sending/receiving email from Outlook
connected over POP3 and IMAP4
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3.10.1

POP3 Service Activity testing

Item

Description

Test Reference

ST.55.

Test Location

CUSTOMER Staging Environment

Test Description

The Get-Servercomponent cmdlet to retrieve configuration

settings for Microsoft Exchange Server 2013 components and
endpoints

Test to be
Performed

Run the following Exchange Management Shell

command against any Exchange 2013 server:
Get-ServerComponentState Identity ENSTGEXCH001
For details refer to Get-Servercomponent

Expected Result

This cmdlet should provide active for all the components

Actual Result
Notes

3.10.2

POP3 client testing

Item

Description

Test Reference

ST.56.

Test Location

CUSTOMER Staging Environment

Test Description

Perform POP testing through outlook 2010 or greater using

any one of the testing account Testuser31 or Testuser32

Test to be
Performed

Expected Result

Open control panel-click on Mail to create a new

outlook new outlook profile for POP3 account
Select Manual setup and select POP or IMAP
Fill out the information and select POP in the
Server Information
Provide the Incoming mail server:
Outgoing mail server (SMTP):
Provide the Logon Information
Click on More Setting- Select Outgoing Server
and click on My Outgoing Server
Under Advanced- click on this server requires an
encrypted connection (SSL)

The outlook client should be able to provide with the results.

Actual Result
Notes

3.10.3

IMAP Service Activity testing

Item
Test Reference

Test Location

Description
ST.57.

CUSTOMER Staging Environment

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Test Description

The Get-Servercomponent cmdlet to retrieve configuration

settings for Microsoft Exchange Server 2013 components and
endpoints

Test to be
Performed

Run the following Exchange Management Shell

command against any Exchange 2013 server:
Get-ServerComponentState Identity ENSTGEXCH001
For details refer to Get-Servercomponents

Expected Result

This cmdlet should provide active for all the components

Actual Result
Notes

3.10.4

IMAP client testing

Item
Test Reference

Description
ST.58.

Test Location

CUSTOMER Staging Environment

Test Description

Perform IMAP testing through outlook 2010 or greater using

any one of the testing account Testuser31 or Testuser32

Test to be
Performed

Expected Result

Open control panel-click on Mail to create a new

outlook new outlook profile for IMAP account
Select Manual setup and select POP or IMAP
Fill out the information and select IMAP in the
Server Information
Provide the Incoming mail server:
Outgoing mail server (SMTP):
Provide the Logon Information
Click on More Setting- Select Outgoing Server
and click on My Outgoing Server
Under Advanced- click on this server requires an
encrypted connection (SSL)

The outlook client should be able to provide with the results.

Actual Result
Notes

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Exchange Server 2013, Functional Test Plan, Version 1.0
Prepared by Alexander, Scott
"290974586" last modified on 7 Nov. 14, Rev 4