1. Deploying Exchange 2003 John Westworth jwestwo@microsoft.com SMS&P
Microsoft Ltd

2. Exchange Deployment Vision “Affordable Solution for Better Deployment and ROI/TCO”
Improve customer satisfaction with deployment
Provide prescriptive deployment guidance for customers
Give customers ability to validate their setup and have confidence to continue
Remove deployment blockers

3. The Paths To Exchange 2003 High Level Overview of Process and Tools
Path 1 – Standard Deployment from Exchange 5.5
Deploy Exchange 2003 INTO an existing Exchange 5.5 environment
Path 2 – Exchange 5.5 as an External Migration
Deploy Exchange 2003 as separate and external system from Exchange 5.5
Path 3 – Exchange 2000 Upgrades
High Level Overview of Process and Tools

4. The Different Topologies
Single Forest – Single Exchange 2003
Standard topology, and deployment case
Central IT provides Exchange AND Network services
Deployment through upgrade/migration of 5.5, or from consolidations of organizations
Multiple Forests – Single Exchange 2003 (Exchange Resource Forest)
Good for un-trusted or distributed organizations where
Central IT only provides Exchange services
Deployment through upgrade, migration, or consolidations but network accounts remain in a different forest
Multiple Forests – Multiple Exchange 2003
Good for highly autonomous distributed business units
Central IT only provides a shared directory service

5. XYZ.com Forest External Forest or NT4 Domain External Accounts
SMTP - Mail
MMS – Directory
PF Repl – F/B
External
Forest or NT4
Domain
External Accounts
-w/o- E2k
External Forest
-w- E2k
Domain Trusts

6. Path 1 – Standard Exchange 5.5 Deployment Path

7. Standard Deployment Path
Deploy Exchange 2003 Into Exchange 5.5 Org
Exchange 2003 is Deployed INTO existing Exchange 5.5 Org
Exchange 2003 coexists natively with Exchange 5.5
System Configuration is inherited by Exchange 2003 servers
Mailboxes are moved to new Exchange 2003 servers
Who: Most Exchange 5.5 environments
Exchange 5.5 customers with working/stable structure
Mixed Mode Exchange 5.5 and Exchange 2000 customers
Benefits:
Does not require/need a major re-structure
Core path = Core tools
Lowest administrative and client deployment costs
Preserve 100% of 5.5 organization and data

8. Standard Deployment Path
Deploy Exchange 2003 Into Exchange 5.5 Org
The path for customers with Exchange 5.5 servers to get to Exchange 2003 is to install an Exchange 2003 server into the site and move mailboxes.
Windows 2003 GC/DC
Exchange 5.5
Windows 2000
Exchange 2003
Windows 2003
Exchange Org

9. Standard Deployment Path
Preparing for Exchange 2003
Understand and Cleanup 5.5 Environment
Fulfill Basic Network Requirements
Deploy and Prepare Active Directory
Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003
Deployment Tools ** NEW **
Active Directory Connector (ADC)
ADC Tools ** NEW **
Exchange Technical Library ** NEW **

10. Standard Deployment Path
Preparing for Exchange 2003
Understand and Cleanup 5.5 Environment
Fulfill Basic Network Requirements
Deploy and Prepare Active Directory
Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003
Deployment Tools ** NEW **
Active Directory Connector (ADC)
ADC Tools ** NEW **
Exchange Technical Library ** NEW **

11. Standard Deployment Path
Deploy the Active Directory
Basic Active Directory Deployment is Required
Must have Windows 2000 SP3 Domain Controllers and Global Catalogs (OR) Windows Active Directory
Deploying Exchange 2003 With Accounts in NT4 Domains or External Forests
Exchange 2003 will work with accounts in a Windows NT 4 domains or external forests
Exchange uses “Placeholder Accounts” in the Active Directory that reference external accounts
“Placeholder Accounts” are automatically created during deployment process

12. Standard Deployment Path
Prepare the Active Directory for Exchange
Extend Active Directory for Exchange
Forest Prep – To prepare forest for Exchange
Domain Prep – To prepare each domain for Exchange
Integrate Exchange 5.5 Into Active Directory
Deploy the Active Directory Connector
Replicates 5.5 information with Active Directory
ADC Tools (New with Exchange 2003)
Data Collection and Validation
Resource Mailbox Wizard
Connection Agreement Wizard

13. Standard Deployment Path
Prepare the Active Directory for Exchange
Extend Active Directory for Exchange
Forest Prep – To prepare forest for Exchange
Domain Prep – To prepare each domain for Exchange
Integrate Exchange 5.5 Into Active Directory
Deploy the Active Directory Connector
Replicates 5.5 information with Active Directory
ADC Tools (New with Exchange 2003)
Data Collection and Validation
Resource Mailbox Wizard
Connection Agreement Wizard

14. Standard Deployment Path
Deploying Exchange 2003
Install Initial Exchange 2003 Server into a 5.5 Site
Initial Exchange services are created with first server to support deployments
Exchange 2003 will now inherit the same organization as 5.5 at this point
Move Content to Exchange 2003 servers
Move mailboxes with Exchange Admin
NEW – Schedule moves
NEW – Better performance and reliability
Replicate public folder content
NEW – PF-migrate tool
Reconfigure any connectors or special server rolls
Deploy New Features
Front end servers (For OWA, and OMA)

15. Standard Deployment Path
Deploying Exchange 2003
Install Initial Exchange 2003 Server into a 5.5 Site
Initial Exchange services are created with first server to support deployments
Exchange 2003 will now inherit the same organization as 5.5 at this point
Move Content to Exchange 2003 servers
Move mailboxes with Exchange Admin
NEW – Schedule moves
NEW – Better performance and reliability
Replicate public folder content
NEW – PF-migrate tool
Reconfigure any connectors or special server rolls
Deploy New Features
Front end servers (For OWA, and OMA)

16. Path 2 – Exchange 5.5 as an External Migration

17. External Migration Path
Deploy Exchange 2003 as an External Organization
Exchange 2003 is Deployed as NEW and External Organization
No configuration is preserved from Exchange 5.5
Mailboxes are selectively migrated between old and new system
Coexistence is optional but requires additional steps to setup
May require third party tools for migration of additional data
Who: Some Exchange 5.5 Environments
Multiple Exchange 5.5 Organizations
Major topology change needed
Why Not?
Higher cost for migration by both administration and clients
Need to preserve 100% of Exchange 5.5 Environment

18. External Migration Path
Deploy Exchange 2003 as an External Organization
An External Migration is where Exchange 2003 is installed in a NEW/External Exchange organization. Selective mailboxes are migrated to Exchange.
Windows 2003 GC/DC
Exchange 2003
Windows 2003
Exchange 2003 Org
Exchange 5.5 Org
Exchange 5.5
Windows 2000

19. External Migration Path
Understand and Cleanup 5.5 Environment
Fulfill Basic Network Requirements
Deploy and Prepare Active Directory
Extend Active Directory for Exchange
Integrate 5.5 Directory and Active Directory
Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003
Deployment Tools ** NEW **
Exchange Technical Library ** NEW **
Preparing for Exchange 2003

20. External Migration Path
Deploy Exchange 2003 Org
Use Deployment Tools to start Setup
DO NOT join a 5.5 organization
Setup Connectors, Front-Ends, Etc.
Setup Coexistence (Optional Extra Steps)
Directory Coexistence
Use ADC Inter-Org Mode to create contacts in an Active Directory
DO NOT use ADC Tools
Messaging/Calendaring Coexistence
Setup SMTP Connectors between orgs
Free/Busy and Public Folder Coexistence
Deploy Inter-Org Public Folder Replication Tool
Deploy Exchange 2003 and Setup Coexistence

21. External Migration of Data
External Migration Path
Mailbox Migration
Exchange 2003 Migration Wizard, Installed with Exchange
General migration tool for migration of mailboxes from external systems (Exchange, Notes, GroupWise, etc.)
Migrates mailbox content and mailbox directory information
If directory co-existence is in place, reply-ability will be preserved
Additional Manual Tasks for Migration
Cleanup of mailboxes after migration
Client tasks to reset outlook profile, fix rules and reset delegates
External Migration of Data

22. External Migration of Data
External Migration Path
Public Folder Migration
Content can be replicated during coexistence
Specific Public Folder Permissions need to be re-created
Additional Directory Content Migration
Contacts: Can be replicated during coexistence
Distribution Lists: Need to be manually exported/imported into Active Directory
External Migration of Data

23. External Migration Path
Some Third Party Tools
NetIQ’s Exchange Migrator ( )
Exchange 5.5 Migrations
Includes Mailbox Data, Public Folder Data, Access Control, Distribution Lists, Manager/Reports links
Combined domain and mailbox migration solution
Aelita Controlled Migration Suite ( )
Exchange 5.5 Migration and Coexistence tools
Service based migration (For off-hour migrations)
Mailbox Data, Public Folder Data, Directory Migration
Combined domain and mailbox solution
Wingra ( )
Consulting and Migration tools for Exchange, Notes and GroupWise migrations
GroupWise tools support GroupWise 6
Exchange tools migrates mailbox, Access Control, Distribution Lists, and Public Folders
Compusven ( )
Migration tools for Exchange, Notes and GroupWise migrations
GroupWise tools supports GroupWise 6
Shuttle can be scheduled for automatic migrations
Discus Data Solutions (
Wizard based migration of Mailbox Data, Directory, Access Control, Distribution Lists,

24. Path 3 – Upgrade from Exchange 2000

25. Deploy Exchange 2003 after an Exchange 2000 deployment has started
Exchange 2000 Upgrades
Deploy Exchange 2003 after an Exchange 2000 deployment has started
Exchange 2003 is deployed into an organization where Exchange 2000 has already exists
Exchange 2003, Exchange 2000 and Exchange 5.5 can coexist in the same organization
Configuration will be shared same as a standard deployment
Exchange 2000 servers can be directly upgraded to Exchange 2003
Mailboxes on 5.5 can be moved to Exchange 2003, same as standard deployment
May consider consolidation during deployment
Who: All Exchange 2000 Environments
Mixed Exchange 2000 and 5.5 Organizations
Pure Exchange 2000 organizations
Benefits
Start taking advantage of Exchange 2003 features
OWA, OMA, Consolidation, Admin Features, etc.

26. Deploy Exchange 2003 an Exchange 2000 org
Exchange 2000 Upgrades
Deploy Exchange 2003 an Exchange 2000 org
Deploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server
Windows 2003 GC/DC
Exchange 2003
Windows 2003
Exchange 2000
Windows 2000
Exchange 5.5
Windows 2000
Exchange Org

27. Deploy Exchange 2003 an Exchange 2000 org
Exchange 2000 Upgrades
Deploy Exchange 2003 an Exchange 2000 org
Deploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server
Windows 2003 GC/DC
Exchange 2003
Windows 2003
Exchange 2003
Windows 2000
Exchange 5.5
Windows 2000
Exchange Org

28. Compatibility Matrix Interoperability with Windows Server
Exchange Server fully supports Windows Server 2003 AD environments. Customers can use Exchange 5.5 SP3, Exchange 2000 SP2/SP3, and Exchange 2003 with Windows 2003 GCs and DCs
Exchange 2003 Server is the only version of Exchange supported to be run on Windows Server 2003
Exchange can be installed and run on
Supported Active Directory Environments
Exchange Version
Windows Server 2000
Windows Server 2003
Exchange 5.5 SP3
Yes No
Exchange 2000 SP2
Exchange 2000 SP3
Exchange 2003
Yes (W2K SP3)

29. All of these servers can coexist in the same topology.
Exchange And Windows 2003 Server
All of these servers can coexist in the same topology.
Windows 2000 SP3 GC/DC
Windows 2003 GC/DC
Exchange 2003
Windows 2003
Exchange 5.5
NT4
Exchange 5.5
Windows 2000
Exchange 2000
Windows 2000
Exchange 2003
Windows 2000

30. Preparing for Exchange 2003
Exchange 2000 Upgrades
Preparing for Exchange 2003
Prepare Active Directory for Upgrade
Upgrade all ADCs to Exchange 2003 or 2000 SP3 – Post Fix
Upgrade Active Directory to have at least one Windows 2000 SP3 DC, or Windows 2003 DC in each site
Prepare Forest with Forest Prep
Extends Schema
Prepare each domain with Domain Prep
Updates domain permissions for Exchange 2003
Prepare servers for Upgrade
New software requirements
Windows 2000 SP3 or Windows 2003
.Net Framework and ASP.NET

31. Preparing for Exchange 2003
Exchange 2000 Upgrades
Preparing for Exchange 2003
Consider Legacy Components
Features that are no part of default Exchange 2003
Instant Messaging and Chat Service  Microsoft RTC
Key Management Service (KMS)  Windows Certs
Consider New Security Features (Secure by Default)
Services not installed by default, and permissions on Exchange servers

32. Exchange 2000 Upgrades Deploying Exchange 2003 Installing New Servers
Run Setup and join existing organization
Can be new front end or back-end servers
Upgrade Front End Servers
Use Deployment Tools to Upgrade
Must upgrade front-end servers first
AND must upgrade back-end servers before new OWA and OMA features are exposed
Upgrading Exchange 2000 and back-end servers
Use Deployment Tools to upgrade
Consolidating on Exchange 2003
Move mailboxes using NEW Exchange 2003 admin
Move mailbox within same Admin group if 5.5 servers exist or between admin groups if in native mode

33. The Paths To Exchange 2003 High Level Overview of Process and Tools
Path 1 – Standard Deployment from Exchange 5.5
Deploy Exchange 2003 INTO an existing Exchange 5.5 environment
Path 2 – Exchange 5.5 as an External Migration
Deploy Exchange 2003 as separate and external system from Exchange 5.5
Path 3 – Exchange 2000 Upgrades
High Level Overview of Process and Tools

34. Deploying Exchange 2003
Planning for New Exchange 2003 Features

35. OWA – New Features
It is not sufficient to simply upgrade front-end servers to Exchange 2003 for users to get the new interface
You must upgrade back-end servers to Exchange 2003 as well
Interface matrix
Ex2000 FE + Ex2000 BE = Ex2000 OWA
Ex2003 FE + Ex2000 BE = Ex2000 OWA
Ex2000 FE + Ex2003 BE = Not supported (AG protected)
Ex2003 FE + Ex2003 BE = Ex2003 OWA

36. Outlook 2003 – RPC/HTTP Client-side Outlook 2003
Windows XP with Service Pack 1 + Q331320
(at RTM, this might change to Windows XP with SP2)

37. Outlook 2003 – RPC/HTTP Server-side
Exchange 2003 on Windows 2003 for FE (if FE is deployed)
Exchange 2003 on Windows 2003 for BE
Exchange 2003 on Windows 2003 for Public Folders
Exchange 2003 on Windows 2003 for System Folders
Windows 2003 for Global Catalog server

38. Questions…

39. Community Resources Exchange Community Website
Related Community Newsgroups
news://msnews.microsoft.com/microsoft.public.exchange.setup
news://msnews.microsoft.com/microsoft.public.exchange2000.setup.installation

40. For More Information on Exchange
Deployment:
deployment/2000
Training Course:
Exchange 2000 Server Resource Kit:

41. © 2003 Microsoft Limited. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.