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Module 12
        Upgrading from
Exchange Server 2003 or
Exchange Server 2007 to
  Exchange Server 2010
Module Overview
• Overview of Upgrading to Exchange Server 2010

• Upgrading from Exchange Server 2003 to
 Exchange Server 2010
• Upgrading from Exchange Server 2007 to
 Exchange Server 2010
Lesson 1: Overview of Upgrading to
Exchange Server 2010
• Upgrade Options for Exchange Server

• Supported Upgrade Scenarios

• Upgrade Strategies

• Migration Preparation Tools
Upgrade Options for Exchange Server


            • An upgrade of an existing Exchange organization to
              Exchange Server 2010 in which you move data and
Upgrade
              functionality from the existing Exchange servers to new
              Exchange Server 2010 servers
            • Replacing a non-Exchange messaging system with
              Exchange Server 2010 or replacing an existing Exchange
Migration     organization with a new Exchange organization, without
              retaining any of the configuration data



Upgrade is recommended whenever possible



In-place upgrade is not supported for Exchange Server 2010
Supported Upgrade Scenarios
Active Directory requirements:
  • Schema master must be running Windows Server 2003
    SP1 or newer
  • At least one global catalog server running Windows
    Server 2003 SP1 or newer in each site
  • Windows Server 2003 forest and domain functional
    level


Exchange Server Version            Exchange Server
                                   Organization Upgrade
Exchange 2000 Server               Not supported

Exchange Server 2003 with SP2 or Supported
newer
Exchange Server 2007 with SP2 or Supported
newer
Mixed Exchange Server 2003 and   Supported
Exchange Server 2007
Upgrade Strategies


 Single-phase upgrade:     Multiphase upgrade with
                           coexistence:
  • Replaces existing        • Upgrades one server
    messaging system           or site at a time
  • Moves required data      • Enables an
    and functionality to       incremental upgrade
    the new system             spread over a longer
    without configuring        period of time
    integration between
    the two systems          • Decreases risk for
                               the organization
  • Has no period of
    coexistence or
    interoperability
Migration Preparation Tools

The migration preparation tools are:

 • Exchange Server Best Practices Analyzer: Checks
   compliance against Microsoft best practices


 • Exchange Deployment Assistant: Web-based tool that
   helps deploy Exchange Server in the cloud and on-premise


 • Exchange Pre-Deployment Analyzer: Identifies issues that
   can prevent Exchange Server installation


 • Exchange 2010 Mailbox Server Role Requirements
   Calculator: Excel-based tool that helps with Mailbox server
   configuration
Lesson 2: Upgrading from Exchange Server 2003
to Exchange Server 2010
• Preparing the Exchange Server 2003 Organization for
 Exchange Server 2010
• Process for Installing Exchange Server 2010 in an
 Exchange Server 2003 Organization
• How Client Access Works During Coexistence

• Implementing Client Access Coexistence

• Considerations for Outlook Client Coexistence

• Considerations for Message Transport Coexistence

• Considerations for Administration Coexistence

• Completing the Migration

• Process for Removing Exchange Server 2003 from the
 Organization
Preparing the Exchange Server 2003
Organization for Exchange Server 2010

After updating the Active Directory schema for
Exchange Server 2010, run Setup with the
PrepareLegacyExchangePermissions parameter to ensure
that the Recipient Update Service functions correctly



The PrepareAD command creates the following groups to
enable coexistence between Exchange Server versions:

  • Active Directory universal security group
    ExchangeLegacyInterop
  • Exchange Server 2010 Administrative group
  • Exchange Server 2010 Routing group
Process for Installing Exchange Server 2010 in an
Exchange Server 2003 Organization

Deploy Exchange Server 2010 server roles in the following
order:

 1• Client Access servers

 2• Hub Transport servers

 3• Mailbox servers

 4 • Unified Messaging servers



• Deploy Edge Transport servers at any time
• Upgrade Internet-accessible Active Directory sites first
• Implement the upgrade one Active Directory site at a time
How Client Access Works During Coexistence

                           Exchange
      Outlook Web       ActiveSync client      Outlook
      Access client                         Anywhere client




Exchange 2003                                         Exchange
front-end server                                     Server 2010


                          HTTP
                                            RPC
                HTTP

                             Outlook
   Exchange                    RPC                    Exchange
  Server 2003                                        Server 2010


                                                  External URL:
         https://legacy.contoso.com         https://mail.contoso.com
Implementing Client Access Coexistence


To implement client access coexistence:

  1 Obtain the required server certificates

    Install and configure the Exchange 2010 Client Access
  2 server


  3 Configure DNS


    Remove the Exchange 2003 from the RPC over HTTP
  4 configuration


  5 Test all client access scenarios
Considerations for Outlook Client Coexistence

Consider the following for Outlook client access coexistence:

   • Retain system folders for free/busy information

   • Retain system folders and publication points for offline
     address book access

   • Replicate public folders to Exchange Server 2010
     mailbox servers if required

   • Be aware of Outlook 2003 connection issues with
     Exchange Server 2010
Considerations for Message Transport Coexistence

Consider the following for message transport coexistence:

   • Exchange Server 2010 does not use routing groups


   • All Exchange Server 2010 computers are installed in a
     single Exchange Server routing group

   • A routing group connector is created by default when
     you specify a bridgehead server at the time the first Hub
     Transport server is installed

   • If you have multiple routing groups:
      • Disable link-state routing table updates
      • Create additional routing group connectors
Considerations for Administration Coexistence

Exchange 2003                Exchange Server 2010 Equivalent
Administration
Assign Exchange Server       Add users or groups to the Exchange
Full Administrator role at   Organization Administrators role group
the organization level
Assign Exchange Server       No Exchange Administrator role group
Administrator role at the    equivalent, so create a management
organization level           role group with restricted permissions
Assign Exchange Server       Add users or groups to the Exchange
View Administrator role      View-Only Administrators role group
at the organization level
Assign Exchange Server       Create a management role group with
Full Administrator at the    a limited scope
administrative group
level
Completing the Migration



Before you remove Exchange Server 2003 from your
organization, make sure that you:
  • Upgrade email address policies
  • Upgrade address list objects
  • Modify message routing infrastructure
     •Create Send connector
     •Set authentication options on receive connector
Process for Removing Exchange Server 2003
from the Organization

• Remove all mailboxes and connectors from the Exchange
  Server 2003 servers before decommissioning the servers


Remove Exchange Server 2003 servers in the following order:

 1 Back-end servers

 2 Bridgehead servers

 3 Front-end servers



• Retain Exchange Server 2003 servers if functionality is
  required
Lesson 3: Upgrading from Exchange Server 2007
to Exchange Server 2010
• Process for Installing Exchange Server 2010 in an
 Exchange Server 2007 Organization
• How Client Access Works During Coexistence

• Implementing Client Access Coexistence

• Considerations for Message Transport Coexistence

• Considerations for Administration Coexistence

• Process for Removing Exchange Server 2007 from
 the Organization
Process for Installing Exchange Server 2010 in an
Exchange Server 2007 Organization
  • Update all Exchange Server 2007 computers to Exchange
    Server 2007 with SP2


Deploy Exchange Server 2010 server roles in the following
order:
 1   Client Access servers

 2   Hub Transport servers

 3   Unified Messaging servers

 4   Mailbox servers

 5   Edge Transport servers



• Upgrade Internet-accessible Active Directory sites first
• Implement the upgrade one Active Directory site at a time
How Client Access Works During Coexistence
                                                   Outlook
                                                Anywhere client
   Exchange         Outlook Web
ActiveSync client   Access client




                                                 Exchange
           Exchange 2007 SP2                    Server 2010                    Exchange 2007 SP2

                               HTTPS                               HTTPS

                          Exchange ActiveSync                  Outlook Web Access
                               /WS Proxy                      /Exchange ActiveSync
                                                                    /WS Proxy
                                                                                      RPC
                    RPC                             RPC


                              Outlook
                                RPC                               Outlook
                                                                    RPC


          Exchange Server 2007            Exchange Server 2010                Exchange Server 2007

      https://legacy.contoso.com        https://mail.contoso.com               External URL: $null
Implementing Client Access Coexistence


To implement client access coexistence:
 1 Obtain the required server certificates

   Install and configure the Exchange 2010 Client Access
 2 server

   Modify the external URL for the Exchange 2007 Client
 3 Access server

 4 Configure DNS

 5 Test all client access scenarios
Considerations for Message Transport Coexistence




Consider the following for message transport coexistence:

   • Exchange Server 2007 Mailbox servers require Exchange
     Server 2007 Hub Transport servers

   • Exchange Server 2007 Hub and Edge Transport servers
     can coexist with Exchange Server 2010 Hub and Edge
     Transport servers
Considerations for Administration Coexistence


Consider the following for administration coexistence:

    The Exchange Management Console for each version can
    be used to manage some settings for both versions


    Some tasks require the specific version of Exchange
    Management Console

    Exchange Server 2007 administration delegation is
    based on Exchange Server Security groups or on
    Exchange Server level delegation

    In Exchange Server 2010, you can assign users to the
    Exchange Server Security role groups, or configure
    custom role groups
Process for Removing Exchange Server 2007
from the Organization

 Remove all mailboxes and connectors from the Exchange
 Server 2007 servers before decommissioning the servers



Remove Exchange Server 2007 servers in the following order:

 1   Mailbox servers

 2   Unified Messaging servers


 3   Hub Transport servers

 4   Client Access servers
Module Review and Takeaways
• Review Questions

• Common Issues and Troubleshooting Tips

• Real-World Issues and Scenarios

• Best Practices

• Tools

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  • 1. Module 12 Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010
  • 2. Module Overview • Overview of Upgrading to Exchange Server 2010 • Upgrading from Exchange Server 2003 to Exchange Server 2010 • Upgrading from Exchange Server 2007 to Exchange Server 2010
  • 3. Lesson 1: Overview of Upgrading to Exchange Server 2010 • Upgrade Options for Exchange Server • Supported Upgrade Scenarios • Upgrade Strategies • Migration Preparation Tools
  • 4. Upgrade Options for Exchange Server • An upgrade of an existing Exchange organization to Exchange Server 2010 in which you move data and Upgrade functionality from the existing Exchange servers to new Exchange Server 2010 servers • Replacing a non-Exchange messaging system with Exchange Server 2010 or replacing an existing Exchange Migration organization with a new Exchange organization, without retaining any of the configuration data Upgrade is recommended whenever possible In-place upgrade is not supported for Exchange Server 2010
  • 5. Supported Upgrade Scenarios Active Directory requirements: • Schema master must be running Windows Server 2003 SP1 or newer • At least one global catalog server running Windows Server 2003 SP1 or newer in each site • Windows Server 2003 forest and domain functional level Exchange Server Version Exchange Server Organization Upgrade Exchange 2000 Server Not supported Exchange Server 2003 with SP2 or Supported newer Exchange Server 2007 with SP2 or Supported newer Mixed Exchange Server 2003 and Supported Exchange Server 2007
  • 6. Upgrade Strategies Single-phase upgrade: Multiphase upgrade with coexistence: • Replaces existing • Upgrades one server messaging system or site at a time • Moves required data • Enables an and functionality to incremental upgrade the new system spread over a longer without configuring period of time integration between the two systems • Decreases risk for the organization • Has no period of coexistence or interoperability
  • 7. Migration Preparation Tools The migration preparation tools are: • Exchange Server Best Practices Analyzer: Checks compliance against Microsoft best practices • Exchange Deployment Assistant: Web-based tool that helps deploy Exchange Server in the cloud and on-premise • Exchange Pre-Deployment Analyzer: Identifies issues that can prevent Exchange Server installation • Exchange 2010 Mailbox Server Role Requirements Calculator: Excel-based tool that helps with Mailbox server configuration
  • 8. Lesson 2: Upgrading from Exchange Server 2003 to Exchange Server 2010 • Preparing the Exchange Server 2003 Organization for Exchange Server 2010 • Process for Installing Exchange Server 2010 in an Exchange Server 2003 Organization • How Client Access Works During Coexistence • Implementing Client Access Coexistence • Considerations for Outlook Client Coexistence • Considerations for Message Transport Coexistence • Considerations for Administration Coexistence • Completing the Migration • Process for Removing Exchange Server 2003 from the Organization
  • 9. Preparing the Exchange Server 2003 Organization for Exchange Server 2010 After updating the Active Directory schema for Exchange Server 2010, run Setup with the PrepareLegacyExchangePermissions parameter to ensure that the Recipient Update Service functions correctly The PrepareAD command creates the following groups to enable coexistence between Exchange Server versions: • Active Directory universal security group ExchangeLegacyInterop • Exchange Server 2010 Administrative group • Exchange Server 2010 Routing group
  • 10. Process for Installing Exchange Server 2010 in an Exchange Server 2003 Organization Deploy Exchange Server 2010 server roles in the following order: 1• Client Access servers 2• Hub Transport servers 3• Mailbox servers 4 • Unified Messaging servers • Deploy Edge Transport servers at any time • Upgrade Internet-accessible Active Directory sites first • Implement the upgrade one Active Directory site at a time
  • 11. How Client Access Works During Coexistence Exchange Outlook Web ActiveSync client Outlook Access client Anywhere client Exchange 2003 Exchange front-end server Server 2010 HTTP RPC HTTP Outlook Exchange RPC Exchange Server 2003 Server 2010 External URL: https://legacy.contoso.com https://mail.contoso.com
  • 12. Implementing Client Access Coexistence To implement client access coexistence: 1 Obtain the required server certificates Install and configure the Exchange 2010 Client Access 2 server 3 Configure DNS Remove the Exchange 2003 from the RPC over HTTP 4 configuration 5 Test all client access scenarios
  • 13. Considerations for Outlook Client Coexistence Consider the following for Outlook client access coexistence: • Retain system folders for free/busy information • Retain system folders and publication points for offline address book access • Replicate public folders to Exchange Server 2010 mailbox servers if required • Be aware of Outlook 2003 connection issues with Exchange Server 2010
  • 14. Considerations for Message Transport Coexistence Consider the following for message transport coexistence: • Exchange Server 2010 does not use routing groups • All Exchange Server 2010 computers are installed in a single Exchange Server routing group • A routing group connector is created by default when you specify a bridgehead server at the time the first Hub Transport server is installed • If you have multiple routing groups: • Disable link-state routing table updates • Create additional routing group connectors
  • 15. Considerations for Administration Coexistence Exchange 2003 Exchange Server 2010 Equivalent Administration Assign Exchange Server Add users or groups to the Exchange Full Administrator role at Organization Administrators role group the organization level Assign Exchange Server No Exchange Administrator role group Administrator role at the equivalent, so create a management organization level role group with restricted permissions Assign Exchange Server Add users or groups to the Exchange View Administrator role View-Only Administrators role group at the organization level Assign Exchange Server Create a management role group with Full Administrator at the a limited scope administrative group level
  • 16. Completing the Migration Before you remove Exchange Server 2003 from your organization, make sure that you: • Upgrade email address policies • Upgrade address list objects • Modify message routing infrastructure •Create Send connector •Set authentication options on receive connector
  • 17. Process for Removing Exchange Server 2003 from the Organization • Remove all mailboxes and connectors from the Exchange Server 2003 servers before decommissioning the servers Remove Exchange Server 2003 servers in the following order: 1 Back-end servers 2 Bridgehead servers 3 Front-end servers • Retain Exchange Server 2003 servers if functionality is required
  • 18. Lesson 3: Upgrading from Exchange Server 2007 to Exchange Server 2010 • Process for Installing Exchange Server 2010 in an Exchange Server 2007 Organization • How Client Access Works During Coexistence • Implementing Client Access Coexistence • Considerations for Message Transport Coexistence • Considerations for Administration Coexistence • Process for Removing Exchange Server 2007 from the Organization
  • 19. Process for Installing Exchange Server 2010 in an Exchange Server 2007 Organization • Update all Exchange Server 2007 computers to Exchange Server 2007 with SP2 Deploy Exchange Server 2010 server roles in the following order: 1 Client Access servers 2 Hub Transport servers 3 Unified Messaging servers 4 Mailbox servers 5 Edge Transport servers • Upgrade Internet-accessible Active Directory sites first • Implement the upgrade one Active Directory site at a time
  • 20. How Client Access Works During Coexistence Outlook Anywhere client Exchange Outlook Web ActiveSync client Access client Exchange Exchange 2007 SP2 Server 2010 Exchange 2007 SP2 HTTPS HTTPS Exchange ActiveSync Outlook Web Access /WS Proxy /Exchange ActiveSync /WS Proxy RPC RPC RPC Outlook RPC Outlook RPC Exchange Server 2007 Exchange Server 2010 Exchange Server 2007 https://legacy.contoso.com https://mail.contoso.com External URL: $null
  • 21. Implementing Client Access Coexistence To implement client access coexistence: 1 Obtain the required server certificates Install and configure the Exchange 2010 Client Access 2 server Modify the external URL for the Exchange 2007 Client 3 Access server 4 Configure DNS 5 Test all client access scenarios
  • 22. Considerations for Message Transport Coexistence Consider the following for message transport coexistence: • Exchange Server 2007 Mailbox servers require Exchange Server 2007 Hub Transport servers • Exchange Server 2007 Hub and Edge Transport servers can coexist with Exchange Server 2010 Hub and Edge Transport servers
  • 23. Considerations for Administration Coexistence Consider the following for administration coexistence: The Exchange Management Console for each version can be used to manage some settings for both versions Some tasks require the specific version of Exchange Management Console Exchange Server 2007 administration delegation is based on Exchange Server Security groups or on Exchange Server level delegation In Exchange Server 2010, you can assign users to the Exchange Server Security role groups, or configure custom role groups
  • 24. Process for Removing Exchange Server 2007 from the Organization Remove all mailboxes and connectors from the Exchange Server 2007 servers before decommissioning the servers Remove Exchange Server 2007 servers in the following order: 1 Mailbox servers 2 Unified Messaging servers 3 Hub Transport servers 4 Client Access servers
  • 25. Module Review and Takeaways • Review Questions • Common Issues and Troubleshooting Tips • Real-World Issues and Scenarios • Best Practices • Tools

Notes de l'éditeur

  1. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B Presentation: 60 minutes After completing this module, students will be able to: Describe the general Microsoft® Exchange Server 2010 upgrade scenarios and strategies. Upgrade from Microsoft Exchange Server 2003 to Exchange Server 2010. Upgrade from Microsoft Exchange Server 2007 to Exchange Server 2010. Required materials To teach this module, you need the Microsoft Office PowerPoint® file 10135B_12.ppt. Important: We recommend that you use PowerPoint 2002 or a newer version to display the slides for this course. If you use PowerPoint Viewer or an earlier version of PowerPoint, all the features of the slides might not be displayed correctly. Preparation tasks To prepare for this module: Read all of the materials for this module. Work through the Module Review and Takeaways section, and determine how you will use this section to reinforce student learning and promote knowledge transfer to on-the-job performance.
  2. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  3. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  4. This topic is intended to be an overview slide for lesson one. The second lesson describes how to perform a upgrade from Microsoft Exchange Server 2003 with Service Pack 2 (SP2) to Exchange Server 2010, and the third lesson focuses on how to perform a upgrade from Microsoft Exchange Server 2007 with Service Pack 2 (SP2) . Discuss the differences between a upgrade and a migration. In a upgrade, you install Exchange Server 2010 into an existing Exchange Server 2003 or Exchange Server 2007 organization. In a migration, you install Exchange Server 2010 into a new organization, and then migrate mailboxes and other objects from the current messaging system to Exchange Server 2010. Upgrades are usually easier to perform than migrations, but upgrades are limited to only Exchange Server 2003 or Exchange Server 2007 organizations. Mention that because this module covers the upgrading scenarios, it does not include a lab. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  5. Highlight the Active Directory ® Domain Services (AD DS) and Active Directory directory services requirements for performing a upgrade. All global catalog servers must be running the Windows Server ® 2003 SP2 or newer operating system, and the domain and forest functional levels must be running the Windows Server 2003 operating system or higher. Also stress that Service Pack 2 or newer is required for both Exchange Server 2003 and Exchange Server 2007 upgrades. Exchange Server 2010 setup will fail if the computers are not upgraded to SP2. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  6. As part of the overview for this module, this topic describes some of the upgrade strategies. Stress that in all but the smallest organizations, a single phase upgrade is not feasible. This means that in most upgrades, there is a short or extended period of coexistence between the Exchange Server versions. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  7. Tell students that Microsoft provides several tools, free of charge, to help them deploy Exchange Server 2010. Briefly discuss these tools, and if time permits , demonstrate all or some of them. We recommend that you show students the new Exchange Deployment Assistant because that tool was not available earlier . ( An Internet connection is required .) Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  8. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  9. Mention that in order for Exchange Server 2010 to coexist with Exchange Server 2003, the Active Directory permissions assigned to Exchange servers must be modified. Running Exchange Server 2010 Setup with the /PrepareLegacyExchangePermissions command makes this change. Mention that students do not have to run Setup with the /PrepareLegacyExchangePermissions parameter if they run Setup with the /PrepareAD parameter. If /PrepareLegacyExchangePermissions has not been run, /PrepareAD applies the same changes. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  10. Stress that Client Access servers must be deployed first and that all client connections must be configured to connect to the Client Access server. Mention that although Exchange Server 2003 does not use Active Directory sites for message routing, Exchange Server 2010 has a dependency on Active Directory sites for options such as message routing and client access. This means that you have to consider Active Directory sites during the upgrade. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  11. Use the diagram describe the different scenarios that occur when the different messaging clients connect to the Exchange environment during coexistence. Emphasize the process used by Outlook® Web Access, pointing out the requirement for two different URLs so that the client request can be referred to the Exchange Server 2003 front-end server if the mailbox is located on an Exchange 2003 server. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  12. For clients other than Outlook to connect to the user mailboxes and use the single sign-on feature, the clients must be configured to use the Exchange Server 2010 Client Access server as the first point of connection. The Client Access server may then redirect the client to an Exchange Server 2003 front-end server, or it may proxy the client request to an Exchange Server 2003 front-end server. Because you can redirect client requests from the Exchange Server 2010 Client Access server to an Exchange Server 2003 server, you will need to enable Internet access for multiple URLs. Stress the importance of using server certificates that support all of the URLs. Because all clients are connecting to an Exchange Server 2010 Client Access server when the user mailboxes are moved to Exchange Server 2010, you must plan for Client Access server capacity. In previous versions of Exchange Server, the recommended deployment ratio was one Client Access server processor core for every four Mailbox server processor cores. In Exchange Server 2010, the recommended ratio is 3 to 4. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  13. Consider discussing the differences between how Exchange Server 2003 and Office Outlook versions prior to Outlook 2007 access free/busy information and the offline address book. Because the Exchange Server and client version architectures differ significantly, you must retain both the Exchange Server 2003 and the Exchange Server 2010 options for accessing this information. Also mention that you can replicate public folders from Exchange Server 2003 servers to Exchange Server 2010 servers. As Exchange Server 2003 servers are removed from the organization, the Exchange Server 2010 servers can host all the public folders. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  14. Use a whiteboard diagram to show how a routing group connector is created when the first Exchange Server 2010 Hub Transport server is deployed in an Exchange Server 2003 organization. Consider extending the diagram to describe what happens as Hub Transport servers replace bridgehead servers across multiple Active Directory sites and routing groups. Because Exchange Server 2010 uses Active Directory sites rather than routing groups to manage routing, replacing bridgehead servers can change the routing topology significantly. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  15. Use the table to describe the options for configuring administrative permissions in Exchange Server 2003, and how those same permissions can be assigned in Exchange Server 2010. Stress that because using role-based access control (RBAC) to assign permissions is so flexible, you can duplicate any Exchange Server 2003 administrative permission configuration. Ask students if Exchange Server 2003 limited their ability to assign permissions. For example, did their organization have requirements for delegating administrative permissions that were not possible in Exchange Server 2003? Discuss whether the same limitations will apply in Exchange Server 2010. Stress the importance of managing each Exchange Server version with the correct version of management tools. Once Exchange Server 2010 is introduced into the organization, all organization-level settings should be configured using the Exchange Server 2010 tools, but all server-level administration settings should be performed using the management tools that come with each version. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  16. Discuss additional tasks that you should perform before removing old Exchange Server from organization. Tell students that they can use EMS to perform object upgrade procedures. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  17. Stress the importance of removing the mailbox servers in the correct order when upgrading from Exchange Server 2003. Because of the changes to the Client Access architecture in Exchange Server 2010, an Exchange Server 2003 server that supports non-MAPI client connections must be retained until the last mailbox has been moved to an Exchange Server 2010 server. Review some of the functionality that was available in Exchange Server 2003 that is not available in Exchange Server 2010. Examples include the Novell GroupWise connector and the Inter-Organization Replication tool. Mention that some organizations may need to retain one or more Exchange Server 2003 servers to retain this functionality. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  18. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  19. Mention that the Exchange Server 2010 setup program checks the status of the current Exchange Server deployment. If SP2 is not installed on the Exchange 2007 servers, the installation will not complete. Emphasize that Exchange Server 2010 SP2 includes several schema updates. This means that the Service Pack deployment may be more complicated than most because of the requirement for testing schema updates in most organizations. Stress that Client Access servers must be deployed first and that all client connections must be configured to connect to the Client Access server. For most client connections, the Exchange Server 2010 Client Access Server will proxy the client request to the Exchange Server 2007 Client Access server. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  20. Use the diagram to describe the different scenarios that occur when the different messaging clients connect to the Exchange environment during coexistence. Emphasize the following differences from how the client access works with Exchange Server 2003: Microsoft Exchange ActiveSync® clients can connect to either the Exchange 2010 Client Access server or the Exchange 2007 Client Access server The Client Access servers can proxy Exchange ActiveSync and Web Services requests between versions. The Exchange 2010 Client Access server can proxy client requests to Exchange 2007 Client Access servers in sites that are not accessible from the Internet. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  21. Stress that because Exchange Server 2007 Mailbox servers require Exchange Server 2007 Client Access servers, the last Client Access servers cannot be removed until all of the mailboxes have been moved to Exchange Server 2010 Mailbox servers. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  22. Emphasize that Exchange Server 2007 Mailbox servers require Exchange Server 2007 Hub Transport servers in addition to Exchange Server 2007 Client Access servers. However, once all the mailboxes are moved to Exchange Server 2010 servers, you can remove the Exchange Server 2007 Hub Transport servers. You can do this on a per-site basis. For example, after moving all of the mailboxes to Exchange Server 2010, you can remove the Exchange Server 2007 Hub Transport server. The Exchange Server 2010 Hub Transport server in one site can send and receive emails with Exchange Server 2007 Hub Transport servers in the same or other sites. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  23. Review the list in the student manual of tasks that can be performed in each version of Exchange Management Console. Point out that the Exchange Management Console enforce the rules about what tasks can be performed on each version of Exchange server so there is no danger in inadvertently modifying a setting using the wrong version of Exchange Management Console. As you discuss the options for replicating the delegation of Administrative permissions in Exchange 2010, ask students how they have configured permissions in Exchange 2007 (if they are running Exchange 2007). You can then describe how they can replicate the permissions in Exchange 2010 using role groups. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  24. Stress the importance of removing the servers in the correct order when upgrading from Exchange Server 2007. Mention that once you have removed the last mailbox from the Exchange Server 2007 mailbox servers and moved all connectors to Exchange Server 2010, you can remove all other Exchange Server 2007 server roles because they are no longer used. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  25. Review Questions Your organization is deploying Exchange Server 2010 in an Exchange 2003 organization. You have made the changes to Active Directory. What is the first Exchange 2010 server role that you should deploy? How will this deployment change the user experience? Answer: You should deploy the Client Access server role first. However, this deployment will not change the user experience until you configure the non-MAPI clients to use the Client Access server for a mailbox access. Why do you need to configure a new external URL on Exchange Server 2007 Client Access servers when you deploy Exchange Server 2010 Client Access servers? Answer: The external URL redirects Outlook Web Access requests for users whose mailboxes are on Exchange 2007 Mailbox servers. The Autodiscover service on the Exchange 2010 Client Access server uses this URL to redirect the clients. Your organization includes two locations and Active Directory sites. You have deployed Exchange Server 2007 servers in both sites. You now are deploying Exchange Server 2010 servers in one of the sites and removing the Exchange Server 2007 servers. When can you remove the last Exchange 2007 Hub Transport server in the site? Answer: You can remove the last Hub Transport server when you move all of the mailboxes, public folders, and connectors from the Exchange Server 2007 servers in the site. As long as there is an Exchange 2007 Mailbox server in the site, you must maintain an Exchange 2007 Hub Transport server. Common Issues Related to Upgrading to Exchange 2010 Issue: When you try to remove an Exchange Server 2003 server, you receive an error message that you cannot remove the server because it is a bridgehead server for a routing-group connector. You have upgraded all external message routing to Exchange Server 2010. Troubleshooting tip: The Exchange Server 2003 server may be the designated routing-group bridgehead server for the routing-group connector between the Exchange Server 2003 routing group and the Exchange Server 2010 routing group. If this is the last Exchange Server 2003 server, you can remove it from the routing-group connector. If you have other Exchange Server 2003 servers deployed, you will need to designate one of them as the routing-group connector’s bridgehead server. Issue: You are upgrading your Exchange Server 2007 organization to Exchange Server 2010, and you have configured Client Access servers for Internet access. Users with mailboxes on Exchange Server 2010 Mailbox servers can access their mailbox using Outlook Web App from the Internet, but users with mailboxes on the Exchange Server 2007 Mailbox servers cannot. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B
  26. Troubleshooting tip: Check the DNS configuration to ensure that users from the Internet can resolve the host name for the alternate or legacy URL that you have configured. Also, check the reverse proxy or firewall configuration to ensure that all client requests to the legacy URL are directed to the Exchange Server 2007 Client Access server. Issue: You have deployed Exchange Server 2010 servers in your Exchange Server 2007 organization. You need to modify the settings on both Exchange Server 2007 and Exchange Server 2010 servers, but you cannot see both servers in the Exchange Management Console. Troubleshooting tip: You have to use the same version of the Exchange Management Console as the server that you are managing. Real-World Issues and Scenarios A. Datum has three office locations and three Active Directory sites. They have deployed Exchange Server 2003 servers in all offices, but have enabled Internet access to the servers only in the main office. What high-level process should A. Datum use to upgrade to Exchange Server 2010? Answer: They should upgrade the main office first, as this is the only site that is accessible from the Internet. After the upgrade in the main office is complete, they can upgrade the other offices. Your organization has deployed Microsoft Forefront® Threat Management Gateway (TMG) to secure access to the Client Access server deployment. You have completed all of the steps required to enable access to both the Exchange 2010 Client Access server and the Exchange 2007 Client Access server. What changes do you need to make on the TMG server? Answer: You need to configure TMG to forward all requests using the main Client Access server URL to the Exchange Server 2010 Client Access server. Then you need to configure Forefront TMG to forward requests sent to the alternate or legacy URL to the Exchange Server 2007 Client Access server. Your organization is deploying Exchange Server 2010 in an Exchange Server 2003 organization. Your organization does not provide Internet access to messaging clients, and all users are located in a single office. You deploy an Exchange Server 2010 server using a standard installation. What else do you need to do before you start moving mailboxes to the Exchange Server 2010 server? Users need to be able to access their mailboxes by using Outlook Web App and Outlook 2003. Answer: You do not need to do anything else before you start moving mailboxes. During the installation of the Hub Transport server role, you will be prompted for the Exchange Server 2003 server’s name that will be the routing group bridgehead server, to enable message flow. However, with this configuration, Exchange Server 2003 users need to use an Exchange Server 2003 front-end server to access their mailbox through Outlook Web Access, and they need to switch to the Exchange Server 2010 Client Access server when their mailbox moves. To enable the users to use the Exchange 2010 Client Access server while their mailbox is on the Exchange Server 2003 server, you need to add the Exchange 2003 URL to the Exchange 2010 Client Access server. Best Practices for Supporting Users Running Applications on Windows XP Help the students understand the best practices presented in this section. Ask students to consider these best practices in the context of their own business situations. Module 12: Upgrading from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010 Course 10135B