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EXC11: Migrating to Exchange 2010 from Exchange 2003

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EXC11: Migrating to Exchange 2010 from Exchange 2003. Jim McBee Ithicos Solutions LLC [email protected] Slide updates. For a soft copy of my slides, visit: http://mostlyexchange.blogspot.com. Today’s coverage. Focus is on Exchange 2003 Prerequisites – What can you do today? Lessons learned

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Presentation Transcript
slide updates
Slide updates
  • For a soft copy of my slides, visit:
    • http://mostlyexchange.blogspot.com
today s coverage
Today’s coverage
  • Focus is on Exchange 2003
  • Prerequisites – What can you do today?
  • Lessons learned
  • Migration process
prerequisites
Prerequisites
  • Most common problems are ones that can be avoided.
  • Planning, evaluating existing environment, avoiding show-stoppers, preparing existing environment.
  • Prepare your Active Directory in advance
existing environment
Existing environment
  • I can’t say this often enough
  • Look at ALL the software you currently use
  • Determine upgrade path and how it will work in the future
software and third party add ons
Software and third party add-ons
  • Antivirus / anti-spam / content security software
  • Backup software
  • Firewall / reverse proxies
  • Load balancers
  • Storage / storage drivers / storage management
  • Blackberry or other mobile device servers
  • Faxing / voice-mail integration
  • Message signature software
  • Client-side software
active directory
Active Directory
  • Exchange 2010 *will* expose any potential problems
    • Get Active Directory Sites and Subnets defined properly
      • Setup.com /PrepareLegacyExchangePermissions
      • Setup.com /PrepareSchema
      • Setup.com /PrepareAD
      • Setup.com /PrepareAllDomains
  • All domain controllers should be running W2K3 SP2
  • Forest should be in W2K3 forest functional mode
  • All domains should be in W2K3
exchange preparation
Exchange Preparation
  • All Exchange servers must be running Exchange 2003 SP2
  • Exchange 2003 must be in native mode
  • Link state must be disabled
    • http://bit.ly/aICc3q
document
Document…
  • How does mail flow in your environment?
  • What software or services use the Exchange server for messaging or relay?
    • Digital Senders? Copiers? Help Desk software?
  • Who are your biggest users?
  • What client versions are in use?
    • Outlook, webmail, mobile phones
  • Have you written any custom applications:
    • Using WMI? WebDAV? Transport sinks? ExOLEDB? MAPI?
    • What is your plan for moving ahead?
tools
Tools
  • Exchange Best Practices Analyzer v2.8
    • Identify and fix existing problems
    • http://bit.ly/8tHFYN
  • Exchange Pre-Deployment Analyzer
    • http://bit.ly/aEnHkD
  • JetStress 2010
    • http://bit.ly/cKIlNK
  • Load Generator
    • http://bit.ly/cKPkLj
exchange connectivity analyzer http www testexchangeconnectivity com
Exchange Connectivity Analyzerhttp://www.testexchangeconnectivity.com/
exchange deployment assistant
Exchange Deployment Assistant
  • Wizard driven
  • Asks a series of questions
  • Provides you a checklist
  • http://bit.ly/5vEbUx
exchange servers
Exchange Servers
  • Minimum dual proc/quad core servers
  • Minimum 8GB of RAM
  • Disk space considerations for snapshot backups
  • Windows Server 2008 R2
    • Office 2007/2010 Filter Pack x64
    • Plus some additional prerequisites
      • http://bit.ly/d6rl1Y (or)
      • http://bit.ly/4uq0zF
lessons learned
Lessons Learned
  • Some things you learn the hard way
build a representative lab
Build a representative lab
  • Lab environment should match your existing environment closely
    • Storage / backup
    • Same hardware platform
    • Load balancers
  • Test your D/R and failover designs!
  • Test
  • Did I say test?
some little things
Some little things…
  • Storage, admin, and routing groups are gone
  • Transaction logs are 1MB
  • Hub Transport queues in a ESE database
  • Maximum of 100 databases
  • Single copy clusters gone
  • Client Access and Hub Transport server roles required
  • W2K domain controllers will cause issues
admin interface
Admin interface
  • All Exchange administration performed through Exchange Management Console
    • This includes recipient administration
  • Active Directory Users and Computers extensions no longer work properly
    • They should be removed from admin’s workstations
    • Set a demarcation point at which you remove them
  • Admin tools are only x64
    • Use Windows 7 x64
    • Set up W2K8 x64 Terminal Server for administrators
outlook 2003 client issues
Outlook 2003 client issues
  • Outlook 2007 / 2010 is a better client
  • Outlook 2003 SP2 should be used
  • UDP notifications gone
    • Results in up to a 1 minute delay
  • RPC encryption required on E2K10 RTM
    • See KB 2006508
  • More client issues:
    • http://bit.ly/9r13aH
load balancing expertise
Load balancing expertise
  • Windows NLB does not work on servers with Mailbox role if server is in a DAG
  • Recommendation that a hardware load balancer be used:
    • F5, Kemp, Cisco
changing your approach to backups
Changing your approach to backups
  • Streaming database backups are gone
  • You must change how you do your backups
  • Allocate enough disk space for snapshots or use third party storage/SANs
  • Windows 2008 backup utility *is* Exchange aware, but backs up data at the *volume* level not the file or folder level
  • http://bit.ly/apMKXv
certificates
Certificates
  • Exchange 2010 servers have a “self-signed” cert
  • Consider using “Unified Communications” certificates
    • aka Subject Alternate Name (SAN) certificates
    • Certificate contains names of all possible hosts used
  • Wildcard certificates are simpler but security risk
    • *.contoso.com
  • http://bit.ly/lJWsp
  • http://bit.ly/cxz7fj
migration process
Migration Process
  • Recommendedinstallationorder
    • Prepare forest and domains
    • Client Access servers
    • Hub Transport servers
    • Mailbox servers
    • Edge Transport servers
    • Unified messaging
my recommended installation order
My recommended installation order
  • Upgrade existing services BEFORE supporting new ones!
  • Install *all* roles and completely test new scenarios such as high availability, mailbox moves, redirection, etc…
  • Start transitioning services only after testing is complete
transitioning client access servers
Transitioning Client Access servers
  • Client Access configuration
    • Address any potential name space issues such as legacy OWA host names
    • Create RPC Client Access Arrays
    • Get certificates issued
    • Configure load balancing (if applicable)
    • Configure redirection or proxying
    • Test, test, test
      • Don’t forget to test Autodiscover and other web services
    • Update external DNS records to use new CAS infrastructure
    • http://bit.ly/08FTmX2
transitioning hub transport
Transitioning Hub Transport
  • Create routing group connectors to legacy E2K3 routing groups
    • Confirm that all source and target bridgeheads are defined properly
  • Create Send Connectors5
  • Configure Receive Connector properties
    • http://bit.ly/a4ohVo
  • Direct inbound mail to E2K10
transitioning mailbox servers
Transitioning Mailbox servers
  • Consider enabling circular logging on the databases during the transition
    • http://bit.ly/aEn4L5
  • Create public folder databases
  • Replicate public folder content
  • Start moving mailboxes
slide28

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