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Upgrading from Microsoft Exchange Server 2003/2007 to Exchange Server 2010: Tips, Tricks, and Lessons Learned

Required Slide. SESSION CODE : UNC303. Upgrading from Microsoft Exchange Server 2003/2007 to Exchange Server 2010: Tips, Tricks, and Lessons Learned. Rand Morimoto, Ph.D., MCITP, CISSP Author, “Exchange 2010 Unleashed” President, Convergent Computing, http://www.cco.com

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Upgrading from Microsoft Exchange Server 2003/2007 to Exchange Server 2010: Tips, Tricks, and Lessons Learned

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  1. Required Slide SESSION CODE: UNC303 Upgrading from Microsoft Exchange Server 2003/2007 to Exchange Server 2010:Tips, Tricks, and Lessons Learned Rand Morimoto, Ph.D., MCITP, CISSP Author, “Exchange 2010 Unleashed” President, Convergent Computing, http://www.cco.com Jeff Guillet, MVP, MCITP, CISSP Author and Technical Editor, Sams Publishing

  2. Session Objectives and Takeaways • Session Objectives: • Share best practices on upgrading to Exchange 2010 • Describe tips and tricks for successful upgrades, including lessons learned from hundreds of real world migrations • You deploy Exchange 2010 next to the older Exchange servers, and then move users • Upgrade to Exchange 2010 can be done with no significant user access downtime • Use the Deployment Assistant!

  3. Session Agenda What’s New / Different Since Exchange Server 2003 and 2007 Client Support (Outlook, Web, Mobile) to Exchange 2010 Exchange 2010 Pre-Reqs and Exchange 2003 CoExistence Preparation Tools (TroublshootingAsst, LoadGen, Best Practice Analyzer) Exchange Transitions and Certificates! Exchange CAS 2010 Implication SMTP Transport Upgrades Unified Messaging Upgrades Public Folders and Exchange 2010 Retiring Exchange 2003 / Exchange 2007 Jeff’s Blog: http://www.expta.com Rand’s Blog: http://www.networkworld.com/community/morimoto

  4. New since Exchange Server 2003 Front-End / Back-End ->Client Access / Mailbox / Hub Transport / Edge Transport / Unified Messaging 64-bit servers support Active Directory Sites replace Routing Groups Autodiscover to automatically configure clients Removes Outlook 2007+ need for Public Folders Availability Service: Free/Busy information read direct from mailboxes, not from Public Folders Offline Address Book download from Client Access Server New admin tools Exchange Management Console (EMC) and PowerShell 1.0 Unified Messaging: Get voice mail in your inbox New Developer API: Exchange Web Services (EWS)

  5. New since Exchange Server 2007 UNC201 – More on Exchange online in SP1 UNC305 – Exchange High Availability • Run Exchange Server on-premises, use Exchange Online or mix and match? • High Availability solution for mailboxes isDatabase Availability Groups (DAG) • Provides site resilience and disaster recovery • 30-second fail-over with simplified admin experience • Flexibility in storage choices (SATA disks, JBOD configs, etc.) • Replaces SCR, LCR, SCC and CCR from E2007 • Simplified Prerequisite Installation using input files from the DVD • Only 64-bit Management tools or Remote PowerShell • RPC Client Access and Address Book service • Improved High Availability solution • Outlook MAPI connects directly to Client Access Servers • ExOLEDB, WebDAV and CDOEx are gone • “Entourage Web Services Edition” uses EWS Note Note

  6. Collaborate Effectively A familiar and rich Outlook experience across clients, devices, and platforms Desktop Web Mobile

  7. Outlook 2003 to Exchange 2010 Fully functional, although… Outlook 2003 by default does not encrypt client to Exchange communications Outlook 2007 / 2010 by default DOES encrypt client to Exchange communications Option 1: Make Exchange 2010 NOT communicated encrypted with client Simple to do (PowerShell on all CAS servers) Set-rpcClientAccess –server {servername} –encryptionRequired $false Although “dumbs down” the client to Exchange 2010 security Option 2: Enable encryption in Outlook 2003 to communicated with Exchange 2010 in an encrypted manner Can be done through Group Policy Object (KB Article# 2006508)

  8. Exchange Server 2010 Prerequisites Active Directory Windows 2003 SP2 global catalog server is installed in each Exchange Active Directory (AD) site No hard requirement for Windows Server 2008 AD Windows Server 2003 forest & domain functional level Exchange All Client Access Servers (CAS) and Unified Messaging (UM) servers must have SP2 Existing servers are Exchange 2003 SP2 or Exchange 2007 SP2. No Exchange 2000 or older servers. To install Exchange 2010 on a machine Windows Server 2008 SP2 or R2 64-bit editions (Std/Ent) Windows Management Framework .NET Framework 3.5 SP1 Internet Information Services (IIS)

  9. Upgrading to Exchange 2010 Exchange 2003 / 2007 FE/CAS need to do Forms based Authentication (FBA) TIP! Internet Facing AD Site 2 Deploy E2010 Servers Upgrade Internet-facing sites FIRST • Start small • Gradually add more servers to support scale 4 Move Infra Pointers • Internet hostname switch • Unified Messaging switch • SMTP switch Internal AD Site Proxy https://autodiscover.contoso.com https://mail.contoso.com 5 Move Mailboxes Internet E200x Servers https://autodiscover.contoso.com https://mail.contoso.com https://legacy.contoso.com Legacy hostnames for old FE/CAS 3 1 Upgrade servers to SP2 • SSL cert purchase • End users don’t see this hostname • Used when new CAS tell clients to talk to legacy environments E200x Servers Upgrade Internal sites NEXT Decommission old servers

  10. Preparation Tools Finding and solving problems before users do • Troubleshooting Assistant • Help determine the cause of performance, mail flow, and database issues Load Generator • Simulate and test how a server responds to e-mail loads Best Practice Analyzer Remote Connectivity Analyzer • Determine overall health of Exchange system and topology • Test external connectivity to Exchange messaging communications resources

  11. Remote Connectivity Analyzer https://www.testexchangeconnectivity.com/ DEMO

  12. Deployment Assistant http://technet.microsoft.com/exdeploy2010 DEMO

  13. Setup for Exchange 2010 Step-by-step instructions in setup app Setup.com with parameters gives unattended setup Setup provides specific settings for configuring your environment Configure CAS External domain name Sets ExternalUrl property which hich aids client configuration E2003 routing groupconnector: E2003 server

  14. Namespaces and URLs Exchange 2007 Exchange 2010 Exchange 2003 mail.contoso.com mail.contoso.com mail.contoso.com Outlook Web Access • /exchange, /exchweb, /public Exchange ActiveSync • /microsoft-server-activesync Outlook Anywhere • /rpc POP/IMAP Outlook Mobile Access • /oma Outlook Web Access • /owa Exchange Web Services • /ews Offline Address Book • /oab Unified Messaging • /unifiedmessaging Outlook Mobile Access • /oma Exchange Control Panel • /ecp Unified Messaging • /unifiedmessaging Note: the /exchange and /public vdirs will provide a 301 redirect experience to /owa smtp.contoso.com • Autodiscover.contoso.com legacy.contoso.com E2003/E2007 services Autodiscover • /autodiscover Clients and SMTP servers

  15. Deploying SSL Certificates Wildcard * cert could be used For better security, use unique names, not wildcards • Use “Subject Alternative Name” (SAN) certificate which can cover multiple hostnames • Minimize the number of certificates • 1 certificate for all CAS servers + reverse proxy + Edge/Hub • Minimize number of hostnames • Use “Split DNS” for Exchange hostnames • mail.contoso.com for Exchange connectivity on intranet and Internet • mail.contoso.com has different IP addresses in intranet/Internet DNS • Don’t list machine hostnames in certificate hostname list • Use Load Balance (LB) arrays for intranet and Internet access to servers Note Note

  16. New-ExchangeCertificate -GenerateRequest -Path c:\certificates\request.req -SubjectName “c=US, o=contoso Inc, cn=mail1.contoso.com” -DomainNamemail.contoso.com, autodiscover.contoso.com, legacy.contoso.com -PrivateKeyExportable$true Certificate Creation Create a Certificate Request file Send Request file to certificate authority you are buying from Use Import-ExchangeCertificate to activate newly acquired certificate Use Enable-ExchangeCertificateto enable the certificate for use with a particular service

  17. Certificate Wizard DEMO

  18. Deploying Exchange 2010 OWA and EWS load balancing require ClientServer affinity Client-IP based Windows NLB or LB device using cookie-based affinity Tell Autodiscover where to send clients: Configure internalURL and externalURL parameters and virtual directories Example: Set-WebServicesVirtualDirectory cas2010\ews* -ExternalURL https://mail.contoso.com/ews/exchange.asmx Tell Outlook clients where to go for intranet MAPI access Use New-ClientAccessArray and Set-MailboxDatabase See Microsoft Exchange 2010 Whitepaper on CAS Load Balancing for more details Topology decisions—CAS load balancing Note

  19. Switching to CAS2010 Obtain and deploy a new certificate that includes the required host name values mail.contoso.com autodiscover.contoso.com legacy.contoso.com (for coexistence) Upgrade all Exchange servers to Service Pack 2 Enable Integrated Windows Authentication on Exchange 2003 MSAS virtual directory (KB 937031) Install and configure CAS2010 servers Configure InternalURLs and ExternalURLs Enable Outlook Anywhere Configure the Exchange2003URL parameter to be https://legacy.contoso.com/exchange Preparatory steps

  20. Switching to CAS2010 Preparatory steps, continued • Join CAS2010 to a load balanced array • Create CAS2010 RPC Client Access Service array • Ensure MAPI RPC and HTTPS ports are load balanced • Install HUB2010 and MBX2010 servers • Configure routing coexistence • Create Legacy hostname in internal DNS • Create Legacy publishing rules in your reverse proxy/firewall solution pointed to FE2003 / CAS2007 array • Use ExRCA to verify connectivity for Legacy hostname against E2003/E2007

  21. Switching to CAS2010 The switchover involves a minor service interruption Update/Create Autodiscover publishing rule Update Mail publishing rules Update paths with new Exchange 2010 specific virtual directories Switch: Move Mail… and Autodiscover… hostnames to point to CAS2010 array Reconfigure CAS2007 internalURLs and externalURLs to now utilize Legacy namespace Disable Outlook Anywhere on legacy Exchange Test that CAS2010 is redirecting/ proxying to CAS2007 (externally and internally) The switchover autodiscover… mail… legacy… ISA 1 2 2 E2010 CAS+HUB+MBX E200x SP2 Clients access E2010 through Autodiscover… and mail… 1 Redirection (legacy…), proxying, and direct access to E2003/E2007 2

  22. Switching to E2010 CAS DEMO

  23. Client Access Upgrade Clients access CAS2010 first Four different things happen for E2003/ E2007 mailboxes Autodiscover tells clients to talk to CAS2007 HTTP redirect to FE2003 or CAS2007 Proxyingof requests from CAS2010 to CAS2007 Direct CAS2010 support for the service against BE2003 and MBX2007

  24. SMTP Transport Upgrade • Follow this flow for each physical location • Edge servers are optional • Edge 2007 SP2 can be used with HUB 2010 Internet SMTP Servers Step 5: Switch Internet e-mail submission to Edge 2010 Step 4: Install Edge 2010 E2010 Edge E2007 Edge Step 3: Switch Edgesync +SMTP to go to HUB2010 E2010 HUB E2007 HUB E2003 Bridgehead Step 1: Upgrade existing E2003 and E2007 servers to SP2 Step 2: Install HUB and MBX 2010 E2003 Back-End E2010 MBX E2007 MBX

  25. Unified Messaging Upgrade IP PBXes and GWs Configure to send all traffic to E2010 UM E2010 UM will redirect to E2007 UM when necessary Office Communications Server (OCS) With E2010 RTM, create new dial plan for E2010 UM users Soon: OCS will automatically talk to E2010 UM, which will redirect to E2007 UM when necessary Step 1: Introduce UM 2010 to existing dial plan Step 2: Route IP GW/PBX calls to UM 2010 for dial plan Step 3: Remove UM 2007 after mailboxes have been moved UNC308 – Exchange 2010 UM in the Real World Note

  26. Public Folders • Co-existence support between mailbox server 2010 and mailbox server 2003/2007 • Outlook can read mailbox from one Exchange version (such as 2010) and public folder from another (such as 2003/2007) • OWA 2010 will allow access to public folders with replica in mailbox server 2010 • Get-PublicFolderStatistics help take action • Move • Delete • Migrate to SharePoint

  27. Service Level Agreement 1GB mailbox could take 90 minutes or more to move Pain: User is disconnected for the duration Pain: Your SLA for availability is not met Service availability during migration

  28. Online Move Mailbox Minimal disruption • Users remain online while their mailboxes are moved between servers • Sending messages • Receiving messages • Accessing entire mailbox • Administrators can perform migration and maintenance during regular hours • Also can be used to migrate users from on-premises server to Exchange Online E-mail Client Client Access Server • Exchange 2010 and Exchange 2007 SP2 Online • Exchange 2003 Offline Mailbox Server 1 Mailbox Server 2

  29. Time to retire E2003 and E2007

  30. Session Key Takeaways! • Deployment Assistant, TechNet, and other resources provide a WEALTH of guidance, leverage them! • Preparation Tools and ExRCA are VERY helpful in configuration validation • Certificates, CAS Cutover, SMTP Cutover are the areas of most interest for orgs • Anything else preventing your cutover, if not, start your transition!!!

  31. Unified Communications Track Call to Action! Learn More! • View Related Unified Communications (UNC) Content at TechEd/after at TechEd Online • Visit microsoft.com/communicationsserver for more Communications Server “14” product information • Find additional Communications Server “14” content in the Technical Library, weekly technical articles at NextHop, and follow DrRez on Twitter • Check out Microsoft TechNet resources for Communications Server and Exchange Server • Visit additional Exchange 2010 IT Professional-focused content • Partner LinkorCustomer Link (Name: ExProPword: EHLO!world) Try It Out! • Exchange 2010 SP1 Beta downloadis now available from the download center!

  32. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet • http://microsoft.com/msdn

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  35. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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