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 jim@cta.net. 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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Exc11 migrating to exchange 2010 from exchange 2003 l.jpg

EXC11: Migrating to Exchange 2010 from Exchange 2003

Jim McBee

Ithicos Solutions LLC


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Slide updates

  • For a soft copy of my slides, visit:

    • http://mostlyexchange.blogspot.com

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Today’s coverage

  • Focus is on Exchange 2003

  • Prerequisites – What can you do today?

  • Lessons learned

  • Migration process

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  • 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

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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

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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

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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

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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

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  • 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?

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  • 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

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Exchange Connectivity Analyzerhttp://www.testexchangeconnectivity.com/

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Exchange Deployment Assistant

  • Wizard driven

  • Asks a series of questions

  • Provides you a checklist

  • http://bit.ly/5vEbUx

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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

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Lessons Learned

  • Some things you learn the hard way

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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?

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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

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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

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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

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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

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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

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  • 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

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Migration Process

  • Recommendedinstallationorder

    • Prepare forest and domains

    • Client Access servers

    • Hub Transport servers

    • Mailbox servers

    • Edge Transport servers

    • Unified messaging

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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

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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

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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

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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

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