Exchange 2003 to Exchange 2010 migration path

Step

Step Title

Details (migration from Exchange 2003)

Step 1

Certificate

Acquire new commercial certificate for external client coexistence with CAS 2010 (legacy.contoso.ca namespace required for former CAS2007 for silent redirect).
It will neet at minimum 3 SAN values :
- mail.contoso.ca (primary OWA/EAS/OA URL)
- autodiscover.contoso.ca
- legacy.contoso.ca (OWA/EAS legacy mailbox access)
Subject name should be mail.contoso.ca, should match the "Certificate Principal Name" in Outlook profile for Outlook Anywhere

Step 2

Service pack level and AD version

Use ExPDA (http://www.microsoft.com/downloads/en/details.aspx?FamilyID=88B304E7-9912-4CB0-8EAD-7479DAB1ABF2) to :
a- Ensure all Exchange 2003 servers are SP2
b- Ensure all Forest/Domain match Exchange 2010 prerequisites
Note : One of the prerequisites is the link state minor changes suppression. The procedure to deactivate it is on Step 8.1

Step 3

Prepare AD

Step 3.1.1

1

Preparing Legacy Exchange Permissions (Exchange 2003 coexistence only)

1.1

Setup /PrepareLegacyExchangePermissions

1.2

Wait AD changes to replicate-track the progress using REPLMON tool

Step 3.1.2

2

Preparing schema

2.1

Run on a DC in schema master domain (forest root domain)
Memberships required: Schema Admins group & Enterprise Admins

2.2

Setup /PrepareSchema (Schema Admins group + Enterprise Admins)

2.3

Wait AD changes to replicate-track the progress using REPLMON tool

Step 3.1.3

3

Preparing AD

3.1

Run on a DC in schema master domain (forest root domain)
Memberships required: Enterprise Admins

3.2

Setup /PrepareAD (Enterprise Admins)

3.3

Wait AD changes to replicate-track the progress using REPLMON tool

Step 3.1.4

4

Preparing All Domains

4.1

Setup /PrepareAllDomains or setup /pad (Enterprise Admins)

4.2

Verify the AD changes

Step 3.1.5

5

Repeatable Task:Preparing Domains (If Preparing All Domains not run-See notes)

5.1

If Preparing All Domains task was run, skip this task

5.2

Memberships required:
If domain created BEFORE prepareAD: Domain Admins
If domain created AFTER prepareAD: Domain Admins & Exchange Organization Administrators

5.3

Setup /PrepareDomain (see notes)

5.4

Verify the AD changes

Step 4

Install CAS2010

Install CAS 2010 and configure it
- specify the external namespace (e.g. mail.contoso.ca)
- install RPC over HTTP proxy component
- Configure OWA settings (FBA vs Basic auth)
- Configure EAS authentication (Basic vs Certificate Auth)
- Enable OA (Enable-OutlookAnywhere -Server:ServerName -ExternalHostName:mail.contoso.ca -SSLOffLoading $false)

Step 4.1

Configure CAS2010 ExternalURLS

If the Step 4 above - enter the external namespace - has not been done, configure it on this step:
•Offline Address Book: Set-OABVirtualDirectory \OAB* -ExternalURL https://mail.contoso.com/OAB
•Web Services: Set-WebServicesVirtualDirectory \EWS* -ExternalURL https://mail.contoso.com/ews/exchange.asmx
•ActiveSync: Set-ActiveSyncVirtualDirectory -Identity \Microsoft-Server-ActiveSync -ExternalURL https://mail.contoso.com/Microsoft-Server-ActiveSync

Step 5

Configure CAS2010 OWA

Configure OWA on CAS2010 appropriately :
- Outlook Web Access:
. For environments with Exchange 2003 mailbox servers: Set-OWAVirtualDirectory \OWA* -ExternalURL https://mail.contoso.com/OWA -Exchange2003URL https://legacy.contoso.com/exchange
- Exchange Control Panel :
. Set-ECPVirtualDirectory \ECP* -ExternalURL https://mail.contoso.com/ECP

Step 7

Configure CAS2010 Array (LB + DNS + PowerShell)

For Outlook clients, you can configure the CAS2010 servers as an RPC Client Access Service array, which is highly recommended even if you have only one CAS2010 you start with :
- Create a LB array for CAS2010 (Step-by-step guide / installation template : http://technet.microsoft.com/en-us/library/cc742379(EXCHG.80).aspx)
- Create a DNS entry in your INTERNAL DNS that resolves the LB Array name to the Virtual IP Address (VIP) of the CAS LB (e.g. CASArray01.Contoso.ca)
- Configure the LB array to load-balance the MAPI RPC ports : TCP 135 and TCP 1024 - 65 535
- Create the CAS Array AD object : New-ClientAccessArray -Name CASArray01.contoso.ca -FQDN CASArray01.contoso.ca -Site "Site1"

Step 8

Install HUB2010 and MBX2010

Install the HUB2010 and MBX2010 roles in the "Internet Facing AD Site" and configure them:
- You can change the OAB generation server and enable Web Distribution on CAS2010 :
> Move the OAB : Move-OfflineAddressBook "Default Offline Address List" -Server Server_Name
> add the CAS2010 server as a Web Distribution Point :
■$OABVDir=Get-OABVirtualDirectory -Server
■$OAB=Get-OfflineAddressBook "Default Offline Address List"
■$OAB.VirtualDirectories += $OABVdir.DistinguishedName
■Set-OfflineAddressBook "Default Offline Address List" -VirtualDirectories $OAB.VirtualDirectories

done

Step 8.1

Suppress Link State Updates on Exchange 2003

HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\RESvc\Parameters
1. Right-click Parameters and select New | DWORD value. Name the new DWORD value SuppressStateChanges.
2. Double-click SuppressStateChanges.
3. In the Value data field, enter 1.

done

Step 9

External DNS : create legacy.contoso.ca namespace

Create the legacy host record (legacy.contoso.com) in your EXTERNAL DNS infrastructure and associate it either with the FE2003 infrastructure (less likely) or your proxy infrastructure (more likely).

done

Step 10

Environment without Exchange 2007 autodiscover

You will configure EXTERNAL DNS and/or your reverse proxy infrastructure's publishing rules to have the autodiscover.contoso.com namespace point to CAS2010

done

Step 11

Publish legacy.contoso.ca to point to CAS2007 on reverse proxy

If utilizing a reverse proxy infrastructure, you will publish the legacy namespace to the FE2003 infrastructure so that at this point the FE2003 infrastructure can be accessed either via mail.contoso.com or legacy.contoso.com namespaces

done

Step 11.1

Autodiscover setting to use NLB

Set CAS property AutoDiscoverServiceInternalUri to the Load balanced FQDN :
Get-ClientAccessServer | Set-ClientAccessServer -AutoDiscoverServiceInternalUri:"https://loadbalancerFQDN/Autodiscover/Autodiscover.xml"
Get-AutodiscoverVirtualDirectory | set-AutodiscoverVirtualDirectory -InternalUrl:"https://loadbalancerFQDN/Autodiscover/Autodiscover.xml"

done

Step 11.2

Internet connectivity downtime (reconfigure 2003 FEs URLs to legacy.contoso.ca)

Schedule the internet protocol client downtime (should be small enough time to make change and validate the configurations) during which we'll perform the following steps :
- Reconfigure External DNS and/or your reverse proxy infrastructure's publishing rules to have the mail.contoso.com namespaces point to CAS2010.

Step 11.3
(Exchange 2003 EAS)

Internet connectivity downtime (for Exchange 2003 EAS clients)

Exchange 2003 mailboxes : EAS client will try to connect through CAS2010 and will receive an error.
SOLUTION : enable Integrated Windows Authentication on the Microsoft-Server-ActiveSync vDir on Exchange 2003.
> Install http://support.microsoft.com/?kbid=937031 and then use the Exchange System Manager to adjust the authentication settings of the ActiveSync virtual directory.
> OR, set the msExchAuthenticationFlags attribute to a value of 6 on the Microsoft-Server-ActiveSync object within the configuration container on each Exchange 2003 mailbox server. An example script is provided at http://technet.microsoft.com/en-us/library/cc785437.aspx.
Note: DO NOT use IIS Manager to change the authentication setting on the Microsoft-Server-ActiveSync virtual directory as the DS2MB process within the System Attendant will overwrite the settings that are stored in Active Directory.

Step 11.4
(OA)

Internet connectivity downtime (disable Exchange 2007 OA)

Disable Outlook Anywhere by utilizing the Exchange System Manager and selecting the "Not part of an Exchange managed RPC-HTTP topology" radial button on the RPC-HTTP tab of the Front-End server's properties.
Optionally, you can also remove the RPC over HTTP proxy component (refer to your Windows Server documentation for more information).
Important: This requires an up-front investment in CAS2010 architecture as all Outlook Anywhere clients will utilize CAS2010 once you transition the Outlook Anywhere endpoint. Be sure to follow all proper scalability planning documentation when deploying CAS2010 to ensure that you do not create a bottleneck in your CAS infrastructure due to Outlook Anywhere clients.

Step 11.6
(test)

Test

Test all client scenarios

Step 12

Production launch

Complete downtime and enable Internet protocol client usage

Step 13

HUB

Install the Hub Transport server role

Step 14

UM (optional)

Install the Unified Messaging server role
This step is optional. It's only necessary if you want to use Unified Messaging in your organization.

Step 15

UM Config (Optional)

Configure Unified Messaging
This step is optional. It's only necessary if you want to use Unified Messaging in your organization.

Step 16

MAILBOX

Install the Mailbox server role

Step 17

EDGE (Optional)

Install the Edge Transport server role
This step is optional. It's only necessary if you want to use the Edge server role in your organization.

Step 18

Internet Mail Flow configuration

Move Internet mail flow from Exchange 2003 to Exchange 2010 (DNS MX records changes and SMTP forwarder change - Ironport, ISS or whichever SMTP smarthost server is used in the perimeter network)

Step 19

Move Mailbox

Move mailboxes from Exchange 2003 to Exchange 2010

Step 20

Move Public Folders

Move public folder data from Exchange 2003 to Exchange 2010 (Use PF replicas on a 2010 server)