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Upgrading and Coexisting with Exchange 2010. Ilse Van Criekinge. Content. Introduction Supported coexistence scenarios Upgrade and coexistence Exchange 2003 Upgrade and coexistence Exchange 2007. Introduction. Source: http://support.microsoft.com/lifecycle. Supported Coexistence Scenarios.

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Presentation Transcript
content
Content
  • Introduction
  • Supported coexistence scenarios
  • Upgrade and coexistence Exchange 2003
  • Upgrade and coexistence Exchange 2007
introduction
Introduction

Source: http://support.microsoft.com/lifecycle

supported coexistence scenarios
Supported Coexistence Scenarios

In-Place Upgrade NOT possible!

general prerequisites
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
exchange server supportability matrix
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

planning roadmap for upgrade and coexistence
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
new from e2003 to e2007
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
new from e2007 to e2010
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
exchange 2003 dropped features
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)
exchange 2007 dropped features
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)
supported client access methods
Supported client access methods
  • Desktop
    • Microsoft Office Outlook 2003 and later
    • POP/IMAP
    • Entourage
  • Web
    • Internet Explorer
    • Mozilla
    • Safari
  • Mobile
    • EAS + Third-Party vendors
management interfaces
Management Interfaces

Exchange 2003

Exchange 2007 Exchange 2010

Domain Partition

ADUC / ESM

RBAC

EMS/EMC/ECP

EMS/EMC

Configuration Partition

ESM

Schema Partition

management console interoperability
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.
management console interoperability 2
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.
upgrade step by step
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
upgrade step by step cont d
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)
namespaces and urls hostnames and services exposed to internet
Namespaces and URLsHostnames and services exposed to Internet

(c) http://msevents.microsoft.com/CUI/WebCastEventDetails.aspx?

culture=en-US&EventID=1032416709&CountryCode=US

remote connectivity analyzer https www testexchangeconnectivity com
Remote Connectivity Analyzerhttps://www.testexchangeconnectivity.com
certificates
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
transition to e2010 cas
Transition to E2010 CAS
  • Configure reverse proxy or external DNS
    • Point legacy.contoso.com to FE2003/CAS2007
  • Transition from E2003: Ensure OWA can redirect user to correct URL
    • Configure Exchange2003URL parameter on CAS2010 OWA virtual directory (https://legacy.contoso.com/exchange)
  • 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?

culture=en-US&EventID=1032416709&CountryCode=US

transition to e2010 cas cont d
Transition to E2010 CAS ... Cont’d
  • 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
  • Configure reverse proxy or DNS
transition to e2010 hub
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
transition to e2010 hub cont d
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
transition to um2010
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

move mailboxes online offline
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