MIGRATING FROM MICROSOFT EXCHANGE SERVER AND OTHER MAIL SYSTEMS Appendix B

2 OVERVIEW Upgrading from Microsoft Exchange Server 5.5 Upgrading from Microsoft Exchange 2000 Server Configuring coexistence with other messaging systems Migrating from other messaging systems Upgrading from Microsoft Exchange Server 5.5 Upgrading from Microsoft Exchange 2000 Server Configuring coexistence with other messaging systems Migrating from other messaging systems

3 UPGRADING AND MIGRATING AN EXCHANGE SERVER 5.5 ORGANIZATION Separate servers in the same organization On same server In different organizations Separate servers in the same organization On same server In different organizations

4 DIFFERENT SERVERS IN THE SAME ORGANIZATION: PREREQUISITES Active Directory in place Exchange 5.5 connected to Active Directory User accounts migrated to Active Directory Active Directory in place Exchange 5.5 connected to Active Directory User accounts migrated to Active Directory

5 DIFFERENT SERVERS IN THE SAME ORGANIZATION: MIGRATING Install Exchange Server 2003 on a non-Exchange member server Join the existing Exchange Server 5.5 organization Install Active Directory Connector (ADC) and configure connection agreement Move mailboxes: Active Directory Users And Computers Exchange System Manager Move other resources (public folders, connectors) Install Exchange Server 2003 on a non-Exchange member server Join the existing Exchange Server 5.5 organization Install Active Directory Connector (ADC) and configure connection agreement Move mailboxes: Active Directory Users And Computers Exchange System Manager Move other resources (public folders, connectors)

6 REMOVING AN EXCHANGE SERVER 5.5 SERVER Migrate all resources If Internet Mail Connector installed: Configure SMTP Connector Change Mail Exchanger (MX) record to point to the new server Wait for switchover to propagate across the Internet Remove the Internet Mail Service (IMS) Remove the Exchange Server 5.5 server Migrate all resources If Internet Mail Connector installed: Configure SMTP Connector Change Mail Exchanger (MX) record to point to the new server Wait for switchover to propagate across the Internet Remove the Internet Mail Service (IMS) Remove the Exchange Server 5.5 server

7 REMOVING THE LAST EXCHANGE SERVER 5.5 SERVER Stop Exchange Server 5.5 services Disable the System Attendant service Delete the Exchange Server 5.5 server from the site Right-click connection agreement and force replication Delete the Site Replication Service Delete Recipient and Public Folder connection agreements Uninstall the ADC Stop Exchange Server 5.5 services Disable the System Attendant service Delete the Exchange Server 5.5 server from the site Right-click connection agreement and force replication Delete the Site Replication Service Delete Recipient and Public Folder connection agreements Uninstall the ADC

8 INTERIM UPGRADING TO EXCHANGE 2000 SERVER Apply the latest Windows NT 4 Server service pack (if appropriate) Upgrade Windows NT 4 Server to Windows 2000 Server (if appropriate) Apply Windows 2000 SP3 or SP4 Apply Exchange 5.5 Server SP3 or later Apply the latest Windows NT 4 Server service pack (if appropriate) Upgrade Windows NT 4 Server to Windows 2000 Server (if appropriate) Apply Windows 2000 SP3 or SP4 Apply Exchange 5.5 Server SP3 or later

9 INTERIM UPGRADING TO EXCHANGE 2000 SERVER (CONT.) Ensure Windows 2000 Server Simple Mail Transfer Protocol (SMTP) and Network News Transfer Protocol (NNTP) services are installed Upgrade Exchange Server 5.5 to Exchange 2000 Server SP3 or later Upgrade Exchange 2000 Server to Exchange Server 2003 Upgrade Windows 2000 Server to Windows Server 2003 (if required) Ensure Windows 2000 Server Simple Mail Transfer Protocol (SMTP) and Network News Transfer Protocol (NNTP) services are installed Upgrade Exchange Server 5.5 to Exchange 2000 Server SP3 or later Upgrade Exchange 2000 Server to Exchange Server 2003 Upgrade Windows 2000 Server to Windows Server 2003 (if required)

10 INSTALLING EXCHANGE 2000 SERVER Very similar to installing Exchange Server 2003 Choose to upgrade an existing organization Cannot immediately add components; rerun the Installation Wizard to add additional components Very similar to installing Exchange Server 2003 Choose to upgrade an existing organization Cannot immediately add components; rerun the Installation Wizard to add additional components

11 MIGRATING TO A SEPARATE EXCHANGE SERVER 2003 ORGANIZATION Configure a two-way trust between the source and target domains The account used needs Administrative permissions in: The source domain The target domain and organizational unit (OU) Each local computer for which security is migrated to the new domain Configure a two-way trust between the source and target domains The account used needs Administrative permissions in: The source domain The target domain and organizational unit (OU) Each local computer for which security is migrated to the new domain

12 MIGRATING USER ACCOUNTS Configure a recipient connection agreement Exchange 2000 Server and Exchange Server 2003: user account associated with a single mailbox Exchange Server 5.5: can have a single Windows user account associated with multiple mailboxes Two approaches to this problem: ADC Active Directory Migration Tool Configure a recipient connection agreement Exchange 2000 Server and Exchange Server 2003: user account associated with a single mailbox Exchange Server 5.5: can have a single Windows user account associated with multiple mailboxes Two approaches to this problem: ADC Active Directory Migration Tool

13 ACTIVE DIRECTORY MIGRATION TOOL Simplest way to migrate user accounts from one domain to another Included in the \I386\Admt folder on the Windows Server 2003 installation CD Can perform both intraforest and interforest migrations Simplest way to migrate user accounts from one domain to another Included in the \I386\Admt folder on the Windows Server 2003 installation CD Can perform both intraforest and interforest migrations

14 USING THE ACTIVE DIRECTORY MIGRATION TOOL Access the User Account Migration Wizard Specify source and target domains List all user accounts in the Users container Add the user accounts to migrate Specify the target OU Migrate passwords Specify the account transition options Configure user options Access the User Account Migration Wizard Specify source and target domains List all user accounts in the Users container Add the user accounts to migrate Specify the target OU Migrate passwords Specify the account transition options Configure user options

15 USING THE ACTIVE DIRECTORY MIGRATION TOOL (CONT.) Configure object property exclusions Configure naming conflict settings Select a migration destination Specify the source server Configure the message information to migrate Configure account migration options The migration process begins Configure object property exclusions Configure naming conflict settings Select a migration destination Specify the source server Configure the message information to migrate Configure account migration options The migration process begins

16 SPECIFYING SOURCE AND TARGET DOMAINS

17 LISTING USER ACCOUNTS

18 RUNNING THE EXCHANGE SERVER MIGRATION WIZARD

19 TASKS PERFORMED BY THE EXCHANGE SERVER MIGRATION WIZARD Migrate all mailbox information to the new Exchange Server mailboxes Create new user accounts in Active Directory Migrate X.400, SMTP, cc:Mail, Microsoft Mail, and other addresses Convert Active Directory contacts to mail- enabled user accounts in Active Directory Update Exchange Server 2003 group membership Migrate all mailbox information to the new Exchange Server mailboxes Create new user accounts in Active Directory Migrate X.400, SMTP, cc:Mail, Microsoft Mail, and other addresses Convert Active Directory contacts to mail- enabled user accounts in Active Directory Update Exchange Server 2003 group membership

20 LIMITATIONS OF THE MIGRATION WIZARD Does not clean up or remove mailboxes in the source organization Does not preserve access control lists (ACLs) Cannot migrate mailboxes within the same organization Does not migrate personal mail archives or personal address books Does not migrate distribution lists Does not migrate Inbox rules Does not migrate public folders Does not clean up or remove mailboxes in the source organization Does not preserve access control lists (ACLs) Cannot migrate mailboxes within the same organization Does not migrate personal mail archives or personal address books Does not migrate distribution lists Does not migrate Inbox rules Does not migrate public folders

21 UPGRADING FROM EXCHANGE 2000 SERVER More straightforward than upgrading from Exchange Server 5.5 Microsoft supports an in-place upgrade Issues to consider prior to the upgrade: Exchange Server 2003 does not provide support for some features that existed in Exchange 2000 Server Support for Lotus cc:Mail and Microsoft Mail connectors has been removed More straightforward than upgrading from Exchange Server 5.5 Microsoft supports an in-place upgrade Issues to consider prior to the upgrade: Exchange Server 2003 does not provide support for some features that existed in Exchange 2000 Server Support for Lotus cc:Mail and Microsoft Mail connectors has been removed

22 COMPONENTS THAT NEED TO BE REMOVED OR MOVED Instant Messaging Service Microsoft Chat Service Key Management Service Microsoft Exchange Connector for Lotus cc:Mail Microsoft Mail Connector Instant Messaging Service Microsoft Chat Service Key Management Service Microsoft Exchange Connector for Lotus cc:Mail Microsoft Mail Connector

23 OPERATING SYSTEM AND EXCHANGE 2000 SERVER REQUIREMENTS Exchange 2000 Server SP3 or later Windows 2000 Server SP3 or later Same language version Upgrade front-end servers first Upgrade ADCs to the Exchange Server 2003 version Exchange 2000 Server SP3 or later Windows 2000 Server SP3 or later Same language version Upgrade front-end servers first Upgrade ADCs to the Exchange Server 2003 version

24 ADDITIONAL PREINSTALLATION TASKS Delete the contents of the \Exchsrvr\Mailroot\Vsi 1\BadMail folder Audit third-party Exchange Server add-on programs in use Make a full backup of Exchange and all its databases Do a test restore to another server to ensure that the backup is good Ensure that no Exchange Server–related programs are running Manually stop the services for third-party add-ons Delete the contents of the \Exchsrvr\Mailroot\Vsi 1\BadMail folder Audit third-party Exchange Server add-on programs in use Make a full backup of Exchange and all its databases Do a test restore to another server to ensure that the backup is good Ensure that no Exchange Server–related programs are running Manually stop the services for third-party add-ons

25 MIGRATING TO A NEW ORGANIZATION Use the Active Directory Migration Tool to move accounts Use the Exchange Server Migration Wizard to move mailboxes Use the Inter-Organization Replication Tool to move public folders Need administrative permissions in the source and target domains A two-way trust must exist between domains Use the Active Directory Migration Tool to move accounts Use the Exchange Server Migration Wizard to move mailboxes Use the Inter-Organization Replication Tool to move public folders Need administrative permissions in the source and target domains A two-way trust must exist between domains

26 CONFIGURING COEXISTENCE WITH OTHER MESSAGING SYSTEMS Lotus Notes Novell GroupWise X.400-compliant messaging systems Lotus Notes Novell GroupWise X.400-compliant messaging systems

27 CONFIGURING COEXISTENCE WITH LOTUS NOTES Exchange Server 2003 includes Connector for Lotus Notes Synchronizes Active Directory with Lotus Notes directory Installed from Exchange Server 2003 installation CD Configure Lotus Notes server to identify Exchange organization as a foreign domain Exchange Server 2003 includes Connector for Lotus Notes Synchronizes Active Directory with Lotus Notes directory Installed from Exchange Server 2003 installation CD Configure Lotus Notes server to identify Exchange organization as a foreign domain

28 CONFIGURING THE CONNECTOR FOR LOTUS NOTES General tab Address Space tab Import Container tab Export Containers tab Advanced tab Dirsync Options tab Delivery Restrictions tab General tab Address Space tab Import Container tab Export Containers tab Advanced tab Dirsync Options tab Delivery Restrictions tab

29 CONNECTOR FOR LOTUS NOTES PROPERTIES

30 MICROSOFT CALENDAR CONNECTOR

31 CONNECTOR FOR NOVELL GROUPWISE Installed in same way as Connector for Lotus Notes Configured in same way as Connector for Lotus Notes Configure the Calendar connector separately from synchronizing mail and account information Installed in same way as Connector for Lotus Notes Configured in same way as Connector for Lotus Notes Configure the Calendar connector separately from synchronizing mail and account information

32 CONFIGURING COEXISTENCE WITH X.400-COMPLIANT MESSAGING SYSTEMS Example SMTP address: Corresponding X.400 formatted address: c=USA;a=; p=LITWAREINC; o=LITWAREINC; s=Alexander; g=Sean Example SMTP address: Corresponding X.400 formatted address: c=USA;a=; p=LITWAREINC; o=LITWAREINC; s=Alexander; g=Sean

33 PRIMARY USES FOR THE X.400 CONNECTOR Connect to X.400 messaging systems that do not support any other common protocol Connect Exchange routing groups that are linked by unreliable network connections Connect to X.400 messaging systems that do not support any other common protocol Connect Exchange routing groups that are linked by unreliable network connections

34 X.400 TRANSPORTS TCP/IP X.400 Service Transport Stack X.25 X.400 Service Transport Stack RAS TCP/IP X.400 Service Transport Stack X.25 X.400 Service Transport Stack RAS

35 CONFIGURING A TRANSPORT STACK

36 CONFIGURING THE X.400 CONNECTOR TO USE THE TRANSPORT STACK

37 MIGRATING FROM OTHER MESSAGING SYSTEMS Exchange Server Migration Wizard options: Import From Migration Files Migrate From Microsoft Mail For PC Networks Migrate From Microsoft Exchange Migrate From Lotus cc:Mail Exchange Server Migration Wizard options: Import From Migration Files Migrate From Microsoft Mail For PC Networks Migrate From Microsoft Exchange Migrate From Lotus cc:Mail

38 MIGRATING FROM OTHER MESSAGING SYSTEMS (CONT.) Exchange Server Migration Wizard options: Migrate From Lotus Notes Migrate From Novell GroupWise 4.x Migrate From Novell GroupWise 5.x Migrate From Internet Directory (LDAP through ADSI) Migrate From Internet Mail (IMAP4) Exchange Server Migration Wizard options: Migrate From Lotus Notes Migrate From Novell GroupWise 4.x Migrate From Novell GroupWise 5.x Migrate From Internet Directory (LDAP through ADSI) Migrate From Internet Mail (IMAP4)

39 MIGRATION CONSIDERATIONS Administrative permissions in both the source and target domains Configure DNS Map out the target containers in advance Plan how you will configure passwords Prepare the user community and set expectations Administrative permissions in both the source and target domains Configure DNS Map out the target containers in advance Plan how you will configure passwords Prepare the user community and set expectations

40 MIGRATION CONSIDERATIONS (CONT.) Decide whether to use one-step or two-step migration Do a test run first Schedule the migration for a time when it will least affect users Decide whether to use one-step or two-step migration Do a test run first Schedule the migration for a time when it will least affect users

41 SUMMARY Install an Exchange Server 2003 server in an Exchange Server 5.5 organization Upgrade an Exchange Server 5.5 organization to Exchange 2000 Server and then to Exchange Server 2003 Migrate to a separate Exchange Server 2003 organization Install an Exchange Server 2003 server in an Exchange Server 5.5 organization Upgrade an Exchange Server 5.5 organization to Exchange 2000 Server and then to Exchange Server 2003 Migrate to a separate Exchange Server 2003 organization

42 SUMMARY (CONT.) Directly upgrade Exchange 2000 Server to Exchange Server 2003 Configure interoperability with non-Exchange messaging systems Migrate from non-Exchange messaging systems Directly upgrade Exchange 2000 Server to Exchange Server 2003 Configure interoperability with non-Exchange messaging systems Migrate from non-Exchange messaging systems