1. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. TechNet goes virtual Upgrading and Coexisting with Exchange 2010 Ilse Van Criekinge

2. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Content Introduction Supported coexistence scenarios Upgrade and coexistence Exchange 2003 Upgrade and coexistence Exchange 2007

3. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Introduction Exchange versionMainstream support phase Extended support phase Exchange Server 5.512/31/20031/10/2006 Exchange 2000 Server12/31/20051/11/2011 Exchange Server 20034/14/20094/8/2014 Exchange 20074/10/20124/11/2017 Source: http://support.microsoft.com/lifecycle

4. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Supported Coexistence Scenarios Exchange versionExchange organization coexistence Exchange Server 5.5Not supported Exchange 2000 ServerNot supported Exchange Server 2003Supported Exchange 2007Supported Mixed Exchange 2007 and Exchange Server 2003 organization Supported In-Place Upgrade NOT possible!

5. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. General Prerequisites Exchange –Exchange 2003 Sp2 –Exchange 2007 Sp2 –Exchange organization in native mode Active Directory –In every site 1 Global Catalog Win 2003 Sp2 or later –At least Windows Server 2003 forest functionality mode –Schema Master Win 2003 Sp2 or later

6. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Exchange Server Supportability Matrix Exchange Server 2003 is not supported in Active Directory environments whose domain/forest functional levels have been raised beyond Windows Server 2003. However, Exchange Server 2003 SP2 can function against Windows Server 2008 Active Directory servers. Exchange Server 2007 is not supported on Windows Server 2008 R2. However, Exchange 2007 SP1 RU9 and SP2 are supported against Windows Server 2008 R2 Active Directory servers. In addition, Exchange 2007 SP1 RU9 and SP2 are supported in Active Directory environments whose domain/forest functional levels have been raised to Windows Server 2008 R2. Exchange 2007 SP2 is supported with PowerShell 2.0. http://msexchangeteam.com/archive/2009/09/09/452361.aspx

7. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Planning Roadmap for Upgrade and Coexistence Be aware of new features Be aware of dropped features Understanding coexistence –Management interfaces –Server role features –Routing differences The order –Active Directory sites –Server roles

8. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. New from E2003 to E2007 From 2 server roles to 5 server roles: Client Access, Hub Transport, Edge Transport, Mailbox, Unified Messaging 64-bit only for production AD Sites replace Routing Groups Exchange Web Services & Autodiscover Unified Messaging New admin tools

9. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. New from E2007 to E2010 On-Premise & In-The-Cloud High Availability solution for mailboxes is Database Availability Groups (DAG) RPC Client Access Service Management Tools (Exchange Binaries) are 64-bit only

10. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Exchange 2003 Dropped Features Routing groups Administrative groups Link state routing Exchange Installable File System (ExIFS) Event service ExMerge Outlook Mobile Access (OMA) Network News Transfer Protocol (NNTP)

11. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Exchange 2007 Dropped Features Local Continuous Replication Fax services Single copy clusters (SCC) and along with them:: –Shared storage –Pre-installing a cluster Clustered mailbox servers –Running setup in cluster mode –Moving a clustered mailbox server Storage groups –Properties moved to database objects Two copy limitation of CCR Streaming Backup WebDAV, ExOLEDB, CDOEx (“Entourage EWS” uses EWS)

12. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Supported client access methods Desktop –Microsoft Office Outlook 2003 and later –POP/IMAP –Entourage Web –Internet Explorer –Mozilla –Safari Mobile –EAS + Third-Party vendors

13. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Management Interfaces Domain Partition Configuration Partition Schema Partition Exchange 2003Exchange 2007 Exchange 2010 ADUC / ESM ESM EMS/EMC RBAC EMS/EMC/ECP

14. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Management Console Interoperability Actions that create new objects, such as new mailboxes or a new Offline Address Book, can only be performed on a version of the Exchange Management Console that is the same as the target object. Exchange 2007 Mailbox databases cannot be managed from the Exchange 2010 Management Console, although these databases can be viewed. Exchange 2010 Management Console can't enable or disable Exchange 2007 Unified Messaging mailboxes. Exchange 2010 Management Console can't manage Exchange 2007 mobile devices. Actions that require management can be performed on Exchange 2007 objects from the Management Console in Exchange Server 2010. These actions cannot be performed from the Management Console in Exchange 2007 on objects from Exchange Server 2010.

15. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Management Console Interoperability...2 Actions that require viewing of objects can be performed from any version of the Exchange Management Console to any version of Exchange objects with a few exceptions. Exchange 2007 and Exchange 2010 transport rule objects can only be viewed from the corresponding version of the Exchange Management Console. Exchange 2007 and Exchange 2010 servers can only be viewed from their corresponding version of the Exchange Management Console. Exchange 2010 Management Console's Queue Viewer tool can't connect to an Exchange 2007 server to view queues or messages.

16. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Upgrade Step-by-Step Start = internet accessible Active Directory sites first Step 1. Upgrade existing servers to SP2 Step 2. Deploy E2010 servers –CAS first, MBX last –Start with a few, add more as you move mailboxes Step 3. Legacy hostname for old FE/CAS –SSL cert purchase –End Users don’t see this hostname –Used when autodiscover and redirection from CAS 2010 tell clients to talk to FE2003/CAS2007 for MBX2003/MBX2007 access

17. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Upgrade Step-by-Step...cont’d Step 4. Move –Internet hostnames to CAS2010 –UM phone numbers to UM 2010 –SMTP end point to HUB 2010 Step 5. Move Mailboxes Step 6. Decommission old servers Upgrade internal sites second (repeat same steps)

18. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Start = Mix of E2003 and E2007

19. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Introducing Exchange 2010

20. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

21. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

22. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

23. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

24. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

25. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

26. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

27. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved.

28. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Mix of E2003 and E2007 and E2010 ESM E2003

29. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Mix of E2003 and E2007 and E2010 EMC E2007

30. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Mix of E2003 and E2007 and E2010 EMS E2007

31. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Mix of E2003 and E2007 and E2010 EMC E2010

32. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Mix of E2003 and E2007 and E2010 EMS E2010

33. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Namespaces and URLs Hostnames and services exposed to Internet (c) http ://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?http ://msevents.microsoft.com/CUI/WebCastEventDetails.aspx? culture=en-US&EventID=1032416709&CountryCode=US

34. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Remote Connectivity Analyzer https://www.testexchangeconnectivity.com

35. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Certificates... Best practice: minimize the number of certificates –1 certificate for all CAS servers + reverse proxy + Edge/HUB Use “Subject Alternative Name” (SAN) certificate which can cover multiple hostnames Wildcard Certificates –Yes –But: Windows Mobile 5 + Outlook Anywhere Certificate Wizard in E2010

36. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Transition to E2010 CAS 1.Configure reverse proxy or external DNS –Point legacy.contoso.com to FE2003/CAS2007 2.Transition from E2003: Ensure OWA can redirect user to correct URL –Configure Exchange2003URL parameter on CAS2010 OWA virtual directory (https://legacy.contoso.com/exchange)https://legacy.contoso.com/exchange 3.Test before switching over –Legacy.contoso.com works for Internet Access –Use the Exchange Remote Connectvity Analyzer (c) http ://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?http ://msevents.microsoft.com/CUI/WebCastEventDetails.aspx? culture=en-US&EventID=1032416709&CountryCode=US

37. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Transition to E2010 CAS... Cont’d 4.Transition from E2007: Tell CAS2010 how to send users to CAS2007: –Configure externalURL parameters on CAS2007 virtual directories (OWA,EAS,EWS,OAB etc.) to point to legacy URL –Test that CAS2010 is redirecting/proxying to CAS2007 5.Configure reverse proxy or DNS

38. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Transition to E2010 HUB Step 1. Upgrade existing E2003 and E2007 servers to SP2 Step 2. Install HUB and MBX 2010 Step 3. Switch Edgesync + SMTP to go to HUB2010 Step 4. Install Edge2010 Step 5. Switch internet email submission to Edge2010

39. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Transition to E2010 HUB...cont’d HUB2007-HUB2010: SMTP HUB2007-MBX2007: RPC HUB2007-MBX2010: NO HUB2010-MBX2007: NO HUB2010-MBX2010: RPC EDGE2010-HUB2007Sp1: EdgeSync Yes

40. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Transition to UM2010 No OCS Step1. Introduce UM2010 to existing dial plan Step 2. Route IP GW/PBX calls to UM2010 for dial plan Step 3. Remove UM2007 after UM-enabled mailboxes have been moved With OCS Step 1. Introduce UM2010 with new dial plan Step 2. Remove UM2007 after UM-enabled mailboxes have been moved

41. Click to edit Master title style TechNet goes virtual ©2009 Microsoft Corporation. All Rights Reserved. Move Mailboxes: Online & Offline Online = minimal user disruption (briefly disconnected as recently received messages are copied over) Online: –E2007 SP2, E2010 -> E2010, Exchange Online Offline: –E2003 -> E2010 –E2010 -> E2003/E2007