Module 11 Upgrading to Microsoft ® Exchange Server 2010

Module Overview Overview of Upgrading to Exchange Server 2010 Planning the Upgrade from Exchange Server 2003 to Exchange Server 2010 Planning the Upgrade from Exchange Server 2007 to Exchange Server 2010

Lesson 1: Overview of Upgrading to Exchange Server 2010 Supported Upgrade Scenarios Choosing an Upgrade Strategy Components of a Coexistence and Upgrade Strategy Planning a Multi-Site Upgrade Options for Supporting Deprecated Features

Supported Upgrade Scenarios Exchange Server versionExchange Server organization upgrade Exchange 2000 ServerNot supported Exchange Server 2003 with SP2 or newer Supported Exchange Server 2007 with SP2 or newer Supported Mixed Exchange Server 2003 and Exchange Server 2007 Supported Active Directory requirements: Windows Server 2003 SP1 global catalog servers Windows Server 2003 forest and domain functional level

Choosing an Upgrade Strategy Single-phase upgrade: Replaces existing messaging system Moves required data and functionality to the new system without configuring integration between the two systems Has no period of coexistence or interoperability Multiphase upgrade with coexistence: Upgrades one location or site at a time Enables an incremental upgrade spread over a longer period of time Decreases risk for the organization May require an extended period of coexistence

Components of a Coexistence and Upgrade Strategy During the upgrade, you must ensure: Public folder contents are accessible Message delivery is not interrupted Global address list includes all recipients Meeting Free/Busy information is available Exchange administration is not affected

Planning a Multi-Site Upgrade Upgrade Internet-facing sites first Deploy all required Exchange Server 2010 server roles in Internet-facing sites before deploying roles in non Internet- facing sites Complete the upgrade in one site before starting the upgrade on the next site

Options for Supporting Deprecated Features Previous Exchange Server versions included options that are not available in Exchange Server 2010 Exchange Server 2003 features not supported in Exchange Server 2010: Novell GroupWise connector NNTP Office Outlook Mobile Access Inter-Organization Replication Tool Exchange Server 2007 features not supported in Exchange Server 2010: SCC, LCR, CCR and SCR Microsoft Transporter Suite for Lotus Domino Programmatic access to Exchange by using ExOLEDB, WebDAV, or CDOEX

Lesson 2: Planning the Upgrade from Exchange Server 2003 to Exchange Server 2010 Prerequisites for Installing Exchange Server 2010 in an Exchange Server 2003 Organization Process for Installing Exchange Server 2010 in an Exchange Server 2003 Organization Designing the Client Access Server Upgrade Designing the Client Services Coexistence Designing the Message Transport Upgrade Designing the Upgrade of Administrative Roles Planning Exchange 2003 Servers Removal Troubleshooting the Exchange Server 2010 Upgrade

Prerequisites for Installing Exchange Server 2010 in an Exchange Server 2003 Organization Schema master and at least one global catalog server in each site must be running Windows Server 2003 (SP1) or newer Domain and forest functional levels must be at least Windows Server 2003 Exchange Server 2003 servers must be running Exchange Server 2003 SP2 Exchange organization must be in native mode Setup parametersDescription PrepareLegacyExchange Permissions Required to ensure that the Recipient Update Service functions correctly PrepareSchemaPrepares the schema for the Exchange Server 2010 installation PrepareAD Creates the global Exchange objects Creates the Exchange universal security groups in the root domain Prepares the current domain

Process for Installing Exchange Server 2010 in an Exchange Server 2003 Organization Deploy Exchange Server 2010 server roles in the following order: Client Access servers 1 1 Mailbox servers 3 3 Unified Messaging servers 4 4 Hub Transport servers 2 2 Upgrade Internet-facing accessible sites first

Designing the Client Access Server Upgrade To implement client access coexistence: Client requests may be: Redirected to Exchange 2003 servers (Outlook Web App) Proxied to Exchange 2003 servers (Exchange ActiveSync, Outlook Anywhere, POP3/IMAP4) Configure Autodiscover to use Exchange Server 2010 Client Access servers Obtain SSL certificates with current and legacy server names Configure external DNS and firewall or reverse proxy access Configure the Exchange2003URL parameter During coexistence, Office Outlook 2007 or newer clients are configured by Exchange 2010 Autodiscover

Designing the Client Services Coexistence Consider the following for client services coexistence: Retain system folders for free/busy information Retain system folders and publication points for offline address book access Replicate public folders to Exchange Server 2010 mailbox servers if required Plan for Client Access Server capacity Enable external access to new Exchange Server virtual directories

Designing the Message Transport Upgrade To upgrade external connectivity: Replace Exchange 2003 bridgehead servers with Exchange Server 2010 Hub Transport servers Configure Exchange Server 2010 Send connectors with lower costs Implement an Edge Transport server If you have multiple routing groups: Disable link-state routing table updates Create additional routing group connectors Exchange Server 2010 does not use routing groups: All Exchange Server 2010 computers are installed in a single Exchange Server routing group A routing group connector is created by default when you specify a bridgehead server at the time the first Hub Transport server is installed

Designing the Upgrade of Administrative Roles Exchange Server 2003 administration assignment options Exchange Server 2010 equivalent Exchange Server Full Administrator role at the organization level Add users or groups to the Exchange Organization Administrators role group Exchange Server Administrator role at the organization level No Exchange Server Administrator role group equivalent, so create a management role group with restricted permissions Exchange Server View Administrator role at the organization level Add users or groups to the Exchange View-Only Administrators-role group Exchange Server Full Administrator role at the administrative group level Create a management role group with a limited scope Exchange Server View Administrator role at the administrative group level Create a new role group with View-Only permissions and a limited scope Recipient administrators with Exchange View Administrator role and Active Directory permissions Add users and groups to the Exchange Recipient Administrator role group

Planning the Removal of Exchange 2003 Servers Remove Exchange Server 2003 servers in the following order: back end servers front end servers Bridgehead servers Consider removing Exchange 2003 servers incrementally as you move mailboxes Retain Exchange Server 2003 servers if functionality is required Consider removing Exchange 2003 servers incrementally as you move mailboxes Retain Exchange Server 2003 servers if functionality is required Remove all mailboxes and connectors from the Exchange Server 2003 servers before decommissioning the servers

Troubleshooting the Exchange Server 2010 Upgrade Common installation problems and solutions: Incorrect DNS configurationIncorrect forest or domain functional levelInsufficient Active Directory permissionsInsufficient Exchange Server permissionsMissing software components Try re-installing the server role If necessary, roll back Active Directory to a point prior to the upgrade Try re-installing the server role If necessary, roll back Active Directory to a point prior to the upgrade If you experience problems while deploying server roles:

Lesson 3: Planning the Upgrade from Exchange Server 2007 to Exchange Server 2010 Prerequisites for Installing Exchange Server 2010 in an Exchange Server 2007 Organization Process for Installing Exchange Server 2010 in an Exchange Server 2007 Organization Designing the Client Access Server Upgrade Designing the Message Transport Upgrade Designing the Administrative Roles Upgrade Planning Exchange 2007 Servers Removal Troubleshooting the Exchange 2010 Upgrade

Prerequisites for Installing Exchange Server 2010 in an Exchange Server 2007 Organization The schema master and at least one global catalog server in each site must be running Windows Server 2003 (SP1) or newer Domain and forest functional levels must be at least Windows 2003 Exchange Server 2003 servers must be running Exchange Server 2003 SP2 Setup parametersDescription PrepareSchemaPrepares the schema for the Exchange Server 2010 installation PrepareAD Creates the global Exchange Server objects Creates the Exchange Server universal security groups in the root domain Prepares the current domain

Process for Installing Exchange Server 2010 in an Exchange Server 2007 Organization Deploy Exchange Server 2010 server roles in the following order: Client Access servers Mailbox servers Unified Messaging servers Hub Transport servers Update all Exchange Server 2007 computers to Exchange Server 2007 SP2 Edge Transport servers

Designing the Client Access Server Upgrade To implement client access coexistence: Obtain the required server certificates Install and configure the Exchange Server 2010 Client Access server Modify the external URLs Configure external DNS and firewall/reverse proxy Disable Outlook Anywhere on the Exchange Server 2007 Client Access server

Designing the Message Transport Upgrade Consider the following for message transport coexistence: Exchange Server 2007 Mailbox servers require Exchange Server 2007 Hub Transport servers in the same Active Directory site Exchange Server 2007 Hub and Edge Transport servers can coexist with Exchange Server 2010 Hub and Edge Transport servers Edge subscriptions must be reconfigured during an Edge Transport server upgrade Remove the last Exchange Server 2007 Hub Transport server only after removing all mailbox and public folders from Exchange Server 2007 Mailbox servers

Designing the Administrative Roles Upgrade Consider the following for administration coexistence: In Exchange Server 2010, you can assign users to the Exchange Server security role groups, or configure custom role groups Exchange Server 2007 administration delegation is based on Exchange Server security groups or on Exchange Server level delegation The Exchange Management Console for each version can be used to manage some settings for both versions Some tasks require the specific version of Exchange Management Console Exchange Server 2007 security groups are upgraded to Exchange Server 2010 management role groups during the upgrade

Planning Exchange 2007 Servers Removal Remove Exchange Server 2007 servers in the following order: Mailbox servers Hub Transport servers Unified Messaging servers Remove all mailboxes and connectors from the Exchange Server 2007 servers before decommissioning the servers Client Access servers

Troubleshooting the Exchange Server 2010 Upgrade Common installation problems and solutions: Attempt to re-deploy server roles that failIf required, roll back AD DS to a point prior to the upgradeEnsure your Exchange server organization meets prerequisites

Lab: Upgrading to Exchange Server 2010 Exercise 1: Discussion: Reviewing the Exchange Server 2010 Design Exercise 2: Designing an Exchange Server 2010 Upgrade Strategy Estimated time: 60 minutes

Lab Scenario You are a messaging engineer for A. Datum Corporation, an enterprise-level organization with multiple locations. A. Datum Corporation is an international corporation involved in technology research and investment, and is planning to upgrade from Exchange Server 2003 to Exchange Server The A. Datum Corporation headquarters and two remote locations are running Exchange Server 2003 and Office Outlook A. Datum Corporation will be adding two new locations, and within the next six months plans to migrate all existing users to Exchange Server 2010 and Office Outlook Much of the Exchange Server 2010 messaging system design is complete. The Trey Research location continues to run a POP3/SMTP messaging system, which you need to migrate to Exchange Server 2010 and integrate with the rest of the Exchange organization. The Trey Research domain already has been deployed as a separate tree in the A. Datum forest.

Lab Review In exercise 2, you identify the steps required to upgrade the organization to Exchange Server The first step is to prepare the Schema. What command would you use to perform this task? Which permissions would you need to prepare the schema?

Module Review and Takeaways Review Questions Common Issues and Troubleshooting Tips Best Practices