Exchange 2003/2007 Upgrade Path Recommendations to 2010

Additional reference information can be found in the back of the presentation on Noted References page.

Presented October 12, 2010 at NYExUG MeetingLast Updated on October 12, 2010

Ben SerebinEhlo & Network ConsultantREEF Solutions (www.reefsolutions.com)If you can’t get enough Exchange & technologyread my blog http://blog.reefsolutions.com

About Ben Serebin• Working in the IT sector since 1996

• Specialty is Exchange Server, Spam Filtering, DNS, & Wireless.• Recently Completed Projects Q4 2010: Hyper-V clustering &

HP SAN implementation, and 36TB+ DR replication implementation in an Exchange 2010 environment [24 servers

protected via 2 backup servers & 2 DR servers via QNAP iSCSI targets].

• Upcoming Projects: Implementing a Vmware based High Availability VM cluster on commodity hardware (16GB, no DAS,

& iSCSI based).• Current Environment: Running Exchange 2007 Server on

Windows 2008 on ESXi 4, server computing environment is entirely virtual, DC1 on ESXi 4 and DC2 on Hyper-V R2 (Windows role), Blackberry Enterprise Server Express 5,

running on VMware ESXi 4. Current handheld email device is a BlackBerry Bold 9650.

Agenda for Presentation

• Which Exchange Server versions work together (aka coexistence)

• Install Requirements/Recommendations for Exchange 2010

• Active Directory Requirements for Exchange 2010

• Email Clients That Work & Don’t with Exchange 2010

• Requirements for 2010 for AD (2000/2003/2008/2008R2)?

• Upgrading Steps from Exchange 2003 to 2010

• Migrating Guideline from Exchange 2007 to 2010

• Requirements for 2010 for backups, anti-spam, & archiving.

One Big Exchange Server Happy Family?

5.5

No.

2000

No.

2003

SP2+ (native mode)

2007

RTM+

2010

RTM+

Exchange Server Versions – Microsoft Supported Coexistence

Tip: older version of Exchange must exist before installing 2010

Exchange Server 2010 Install Requirements (no AD nor clients)

Needed to start the party… Partying right…

x64 operating system (2008 SP2 & 2008 R2)

Deploy 2008 R2 due to longer EOL (End of Life support) & you gain x64 wisdom..

Hard Drive Space: 1.2GB for Exchange installation, 200MB on system volume, and 500MB for transaction logs.

2 partitions (OS/apps and Exchange data [database and transaction logs] with 2x of your 2-4 yr plan.

RAM for single role 4GB+ (& CAS/HUB) Edge, Hub, CAS, & CAS+Hub can be 2-4GB.

Mailbox & multi-role 8GB + # of users (10MB for active users [160 msgs/day] / 5MB for less email centric staff [85 msgs/day])

Mailbox should be 8GB + (10MB x # of users). So, 100 users is 8GB + (10*100) = 9GB. Normally recommend 8GB+ depending on overall database size. Larger environments support up to 48GB.

Management Tools on x64 OS that is Vista and later including server OSes.

Stick with server based management. Run it in a VM if necessary.

Active Directory is the foundation for Exchange 2010.

2000

Nope!

2003 SP1+

Possible

2008

RTM+

2008 R2

RTM+

Domain Controller Version

Answers to icons (2008)1) AD Domains and Trusts2) AD Sites and Services 3) AD Users and Computers

Communicating Nicely with Exchange 2010

PCOutlook 2003* (cached mode)Outlook 2007Outlook 2010MacEntourage 2008 Web Service EditionOutlook:Mac 2011

At our March 2010 meeting, we demo theOutlook 2003 & Exchange 2010 problems.See KB 2009942 article. Only Fix is cached mode.

From Technology Reviews…

Upgrading Exchange Server 2003 to 2010

Upgrade 2003 to SP2

Deploy Exchange 2010 in this order (CAS, HUB, MBX)

Configure 2003 Front-End & 2010 CAS support.

Configure 2010 HUB to take over email flow.

Move Mailboxes to 2010

This can be a fairly straight forward upgrade. If you are aware of the following (search for TechNet ee332348):

Non-2010 mailbox users

continue to use older version

of OWA.

After migration, nomore redirect to legacy.

Migrating from Exchange Server 2007 to 2010

Upgrade 2007 to SP2 (HUB

Deploy Exchange 2010 in this order (CAS, HUB, MBX)

Configure 2010 CAS for legacy hostname

Configure 2010 HUB to take over email flow, but 2007 HUB present until decom.

Move Mailboxes to 2010

This can be a fairly straight forward upgrade. If you are aware of the following (search for TechNet dd638158):

Installing an additional 2007 is only possible if one pre-dates the 2010 install.

Message flow for 2007 & 2010 Coexistence

Requirements for Pillars of Exchange 2010

Backups• DAG friendly? Make

sure ability to backup passive database

• Personal Archive (server-side) aware. RTM & SP1 changed functionality.

Anti-Spam• Support for hub

transport spam tagging.

• Disclaimer support

Archiving• Support for archiving

based on HUB

CRITICAL: do not upgrade to SP1 until you have configured and installed SP1 compliant applications.

Run, don’t walk to deploy/test Exchange Server 2010

• Download Exchange 2010 SP1 (it’s the full version).

• Don’t want to install. Download the pre-configured Exchange 2010 VHD and power it on!

• Use a test domain name for testing DNS, mail flow, firewall, and SSL configurations.

Improving your

Deployment Success

Noted References

• – Microsoft’s Exchange Server 2010 System Requirements http://www.microsoft.com/exchange/2010/en/us/system-requirements.aspx

• - Microsoft TechNet – Prepare Active Directory and Domains - http://technet.microsoft.com/en-us/library/bb125224.aspx

• - Microsoft TechNet – Exchange 2003 Planning Roadmap for Upgrade and Coexistence with Exchange 2010 - http://technet.microsoft.com/en-us/library/aa998186.aspx

• – Microsoft Exchange 2010 Planning Storage Considerations• - Microsoft Support Policies and Recommendations for Exchange Servers in Hardware

Virtualization Environments http://technet.microsoft.com/en-us/library/cc794548%28EXCHG.80%29.aspx

• - Exchange 2010 System Requirements - http://technet.microsoft.com/en-us/library/aa996719.aspx

• -Outlook 2003 not liking Exchange 2010 when run in non-cached mode http://support.microsoft.com/?kbid=2009942

Thank you for attending the October 2010 NY Exchange User Group Meeting.

Now for Question of the Month……

Raffles – do not forget, if you bring in new members, you 2x, 3x, or more your chances to win raffle prizes.

TechHit.com (Outlook add-ons) – raffling off any one of their products (SimplyFile [intelligent filing], EZ-Detach [easily detach multi-emails of attachments], MessageSave [backup, archive, save msgs], AutoRead

[mark as read/remove new mail icon], & QuickJump [quickly open/move between Windows folders].