MSG302

Deploying Exchange Server Overview

Sasa Juratovic

Consultant

Microsoft Ltd

Exchange Deployment Vision“Affordable Solution for Better Deployment and ROI/TCO”

Improve customer satisfaction with deployment

Provide prescriptive deployment guidance for customers

Give customers ability to validate their setup and have confidence to continue

Remove deployment blockers

The Paths To Exchange 2003

Path 1 – Standard Deployment from Exchange 5.5

Deploy Exchange 2003 INTO an existing Exchange 5.5 environment

Path 2 – Exchange 5.5 as an External MigrationDeploy Exchange 2003 as separate and external system from Exchange 5.5

Path 3 – Exchange 2000 Upgrades

High Level Overview of Process and ToolsHigh Level Overview of Process and Tools

The Different TopologiesSingle Forest – Single Exchange 2003

Standard topology, and deployment caseCentral IT provides Exchange AND Network servicesDeployment through upgrade/migration of 5.5, or from consolidations of organizations

Multiple Forests – Single Exchange 2003 (Exchange Resource Forest)

Good for un-trusted or distributed organizations whereCentral IT only provides Exchange servicesDeployment through upgrade, migration, or consolidations but network accounts remain in a different forest

Multiple Forests – Multiple Exchange 2003Good for highly autonomous distributed business unitsCentral IT only provides a shared directory service

External ForestExternal Forest-w- E2k-w- E2k

SMTP - MailSMTP - MailMMS – DirectoryMMS – Directory

PF Repl – F/BPF Repl – F/B

XYZ.comXYZ.comForestForest

ExternalExternalForest or NT4Forest or NT4

DomainDomain

External AccountsExternal Accounts-w/o- E2k-w/o- E2k

Domain TrustsDomain Trusts

Recommended Tech-Ed SessionsMSG307 Exploring Topologies for Exchange Server

Detailed description of Exchange topologies

Different TopologiesAdditional InformationAdditional Information

Path 1 – Standard Exchange Path 1 – Standard Exchange 5.5 Deployment Path5.5 Deployment Path

Exchange 2003 is Deployed INTO existing Exchange 5.5 Org

Exchange 2003 coexists natively with Exchange 5.5 System Configuration is inherited by Exchange 2003 serversMailboxes are moved to new Exchange 2003 servers

Who: Most Exchange 5.5 environmentsExchange 5.5 customers with working/stable structureMixed Mode Exchange 5.5 and Exchange 2000 customers

Benefits:Does not require/need a major re-structure Core path = Core toolsLowest administrative and client deployment costsPreserve 100% of 5.5 organization and data

Standard Deployment PathDeploy Exchange 2003 Into Exchange 5.5 OrgDeploy Exchange 2003 Into Exchange 5.5 Org

Standard Deployment Path

The path for customers with Exchange 5.5 servers to get to Exchange 2003 is to install an Exchange 2003 server into the site and move mailboxes.

Windows 2003 Windows 2003 GC/DCGC/DC

Deploy Exchange 2003 Into Exchange 5.5 OrgDeploy Exchange 2003 Into Exchange 5.5 Org

Exchange 2003Exchange 2003Windows 2003Windows 2003

Exchange 5.5Exchange 5.5Windows 2000Windows 2000

Exchange OrgExchange Org

1. Understand and Cleanup 5.5 Environment

2. Fulfill Basic Network Requirements

3. Deploy and Prepare Active Directory

4. Fulfill Basic Server Requirements

Tools to help prepare for Exchange 2003Deployment Tools ** NEW **

Active Directory Connector (ADC)

ADC Tools ** NEW **

Exchange Technical Library ** NEW **

Standard Deployment PathPreparing for Exchange 2003Preparing for Exchange 2003

1. Understand and Cleanup 5.5 Environment

2. Fulfill Basic Network Requirements

3. Deploy and Prepare Active Directory

4. Fulfill Basic Server Requirements

Tools to help prepare for Exchange 2003Deployment Tools ** NEW **

Active Directory Connector (ADC)

ADC Tools ** NEW **

Exchange Technical Library ** NEW **

Standard Deployment PathPreparing for Exchange 2003Preparing for Exchange 2003

Basic Active Directory Deployment is RequiredMust have Windows 2000 SP3 Domain Controllers and Global Catalogs (OR) Windows 2003 Active Directory

Deploying Exchange 2003 With Accounts in NT4 Domains or External Forests

Exchange 2003 will work with accounts in aWindows NT 4 domains or external forestsExchange uses “Placeholder Accounts” in the Active Directory that reference external accounts“Placeholder Accounts” are automatically created during deployment process

Standard Deployment PathDeploy the Active DirectoryDeploy the Active Directory

Extend Active Directory for ExchangeForest Prep – To prepare forest for Exchange

Domain Prep – To prepare each domain for Exchange

Integrate Exchange 5.5 Into Active DirectoryDeploy the Active Directory Connector

Replicates 5.5 information with Active Directory

ADC Tools (New with Exchange 2003)Data Collection and Validation

Resource Mailbox Wizard

Connection Agreement Wizard

Standard Deployment PathPrepare the Active Directory for ExchangePrepare the Active Directory for Exchange

Extend Active Directory for ExchangeForest Prep – To prepare forest for Exchange

Domain Prep – To prepare each domain for Exchange

Integrate Exchange 5.5 Into Active DirectoryDeploy the Active Directory Connector

Replicates 5.5 information with Active Directory

ADC Tools (New with Exchange 2003)Data Collection and Validation

Resource Mailbox Wizard

Connection Agreement Wizard

Standard Deployment PathPrepare the Active Directory for ExchangePrepare the Active Directory for Exchange

Install Initial Exchange 2003 Server into a 5.5 SiteInitial Exchange services are created with first server to support deployments Exchange 2003 will now inherit the same organization as 5.5 at this point

Move Content to Exchange 2003 serversMove mailboxes with Exchange Admin

NEW – Schedule movesNEW – Better performance and reliability

Replicate public folder contentNEW – PF-migrate tool

Reconfigure any connectors or special server rolls

Deploy New FeaturesFront end servers (For OWA, and OMA)

Standard Deployment PathDeploying Exchange 2003Deploying Exchange 2003

Install Initial Exchange 2003 Server into a 5.5 SiteInitial Exchange services are created with first server to support deployments Exchange 2003 will now inherit the same organization as 5.5 at this point

Move Content to Exchange 2003 serversMove mailboxes with Exchange Admin

NEW – Schedule movesNEW – Better performance and reliability

Replicate public folder contentNEW – PF-migrate tool

Reconfigure any connectors or special server rolls

Deploy New FeaturesFront end servers (For OWA, and OMA)

Standard Deployment PathDeploying Exchange 2003

Path 2 – Exchange 5.5 as an Path 2 – Exchange 5.5 as an External MigrationExternal Migration

Exchange 2003 is Deployed as NEW and External Organization

No configuration is preserved from Exchange 5.5Mailboxes are selectively migrated between old and new systemCoexistence is optional but requires additional steps to setupMay require third party tools for migration of additional data

Who: Some Exchange 5.5 EnvironmentsMultiple Exchange 5.5 OrganizationsMajor topology change needed

Why Not? Higher cost for migration by both administration and clientsNeed to preserve 100% of Exchange 5.5 Environment

External Migration PathDeploy Exchange 2003 as an External OrganizationDeploy Exchange 2003 as an External Organization

Windows 2003 Windows 2003 GC/DCGC/DC

Exchange 2003Exchange 2003Windows 2003Windows 2003

Exchange 2003 OrgExchange 2003 Org

External Migration PathDeploy Exchange 2003 as an External OrganizationDeploy Exchange 2003 as an External Organization

An External Migration is where Exchange 2003 is installed in a NEW/External Exchange organization. Selective mailboxes are migrated

to Exchange.

Exchange 5.5Exchange 5.5Windows 2000Windows 2000

Exchange 5.5 OrgExchange 5.5 Org

1. Understand and Cleanup 5.5 Environment

2. Fulfill Basic Network Requirements

3. Deploy and Prepare Active DirectoryExtend Active Directory for Exchange

Integrate 5.5 Directory and Active Directory

4. Fulfill Basic Server Requirements

Tools to help prepare for Exchange 2003Deployment Tools ** NEW **

Exchange Technical Library ** NEW **

External Migration PathPreparing for Exchange 2003Preparing for Exchange 2003

Deploy Exchange 2003 OrgUse Deployment Tools to start Setup

DO NOT join a 5.5 organization

Setup Connectors, Front-Ends, Etc.

Setup Coexistence (Optional Extra Steps)Directory Coexistence

Use ADC Inter-Org Mode to create contacts in an Active Directory DO NOT use ADC Tools

Messaging/Calendaring CoexistenceSetup SMTP Connectors between orgs

Free/Busy and Public Folder CoexistenceDeploy Inter-Org Public Folder Replication Tool

External Migration PathDeploy Exchange 2003 and Setup CoexistenceDeploy Exchange 2003 and Setup Coexistence

Mailbox MigrationExchange 2003 Migration Wizard, Installed with Exchange

General migration tool for migration of mailboxes from external systems (Exchange, Notes, GroupWise, etc.)Migrates mailbox content and mailbox directory informationIf directory co-existence is in place, reply-ability will be preserved

Additional Manual Tasks for MigrationCleanup of mailboxes after migrationClient tasks to reset outlook profile, fix rules and reset delegates

External Migration PathExternal Migration of DataExternal Migration of Data

Public Folder MigrationContent can be replicated during coexistence

Specific Public Folder Permissions need to be re-created

Additional Directory Content MigrationContacts: Can be replicated during coexistence

Distribution Lists: Need to be manually exported/imported into Active Directory

External Migration PathExternal Migration of DataExternal Migration of Data

NetIQ’s Exchange Migrator ( http://www.netiq.com )Exchange 5.5 Migrations

Includes Mailbox Data, Public Folder Data, Access Control, Distribution Lists, Manager/Reports linksCombined domain and mailbox migration solution

Aelita Controlled Migration Suite ( http://www.aelita.com )Exchange 5.5 Migration and Coexistence tools

Service based migration (For off-hour migrations)Mailbox Data, Public Folder Data, Directory MigrationCombined domain and mailbox solution

Wingra ( http://www.wingra.com )Consulting and Migration tools for Exchange, Notes and GroupWise migrations

GroupWise tools support GroupWise 6Exchange tools migrates mailbox, Access Control, Distribution Lists, and Public Folders

Compusven ( http://www.compusven.com )Migration tools for Exchange, Notes and GroupWise migrations

GroupWise tools supports GroupWise 6Email Shuttle can be scheduled for automatic migrations

Discus Data Solutions ( http://www.discusdata.com)Wizard based migration of Mailbox Data, Directory, Access Control, Distribution Lists,

External Migration PathSome Third Party ToolsSome Third Party Tools

Path 3 – Upgrade from Path 3 – Upgrade from Exchange 2000Exchange 2000

Exchange 2003 is deployed into an organization where Exchange 2000 has already exists

Exchange 2003, Exchange 2000 and Exchange 5.5 can coexist in the same organization

Configuration will be shared same as a standard deploymentExchange 2000 servers can be directly upgraded to Exchange 2003Mailboxes on 5.5 can be moved to Exchange 2003, same as standard deploymentMay consider consolidation during deployment

Who: All Exchange 2000 EnvironmentsMixed Exchange 2000 and 5.5 OrganizationsPure Exchange 2000 organizations

Benefits Start taking advantage of Exchange 2003 features

OWA, OMA, Consolidation, Admin Features, etc.

Exchange 2000 UpgradesDeploy Exchange 2003 after an Exchange 2000 Deploy Exchange 2003 after an Exchange 2000

deployment has starteddeployment has started

Deploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server

Exchange 2000 Upgrades

Windows Windows 2003 2003

GC/DCGC/DC

Exchange 2000Exchange 2000Windows 2000Windows 2000

Exchange 5.5Exchange 5.5Windows 2000Windows 2000

Exchange OrgExchange Org

Exchange 2003Exchange 2003Windows 2003Windows 2003

Deploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server

Exchange 2000 Upgrades

Windows Windows 2003 2003

GC/DCGC/DC

Exchange 2003Exchange 2003Windows 2000Windows 2000

Exchange 5.5Exchange 5.5Windows 2000Windows 2000

Exchange OrgExchange Org

Exchange 2003Exchange 2003Windows 2003Windows 2003

Compatibility MatrixInteroperability with Windows Server

Exchange Server fully supports Windows Server 2003 AD environments. Customers can use Exchange 5.5 SP3, Exchange 2000 SP2/SP3, and Exchange 2003 with Windows 2003 GCs and DCs

Exchange 2003 Server is the only version of Exchange supported to be run on Windows Server 2003

Exchange can be installed and run on

Supported Active Directory Environments

Exchange Version

Windows Server 2000

Windows Server 2003

Windows Server 2000

Windows Server 2003

Exchange 5.5 SP3

Yes No Yes Yes

Exchange 2000 SP2

Yes No Yes Yes

Exchange 2000 SP3

Yes No Yes Yes

Exchange 2003

Yes (W2K SP3) Yes Yes (W2K SP3) Yes

Exchange And Windows Exchange And Windows 2003 Server2003 Server

Exchange 5.5Exchange 5.5Windows 2000Windows 2000

Exchange 2000Exchange 2000Windows 2000Windows 2000

Windows 2003 Windows 2003 GC/DCGC/DC

Windows 2000 Windows 2000 SP3 GC/DCSP3 GC/DC

Exchange 2003Exchange 2003Windows 2000 SP3Windows 2000 SP3

Exchange 2003Exchange 2003Windows 2003Windows 2003Exchange 5.5Exchange 5.5

NT4NT4

All of these servers can coexist in the same topology.All of these servers can coexist in the same topology.

Prepare Active Directory for UpgradeUpgrade all ADCs to Exchange 2003Upgrade Active Directory to have at least one Windows 2000 SP3 DC, or Windows 2003 DC in each sitePrepare Forest with Forest Prep

Extends Schema

Prepare each domain with Domain PrepUpdates domain permissions for Exchange 2003

Prepare servers for UpgradeNew software requirements

Windows 2000 SP3 or Windows 2003.Net Framework and ASP.NET

Exchange 2000 UpgradesPreparing for Exchange 2003Preparing for Exchange 2003

Consider Legacy ComponentsFeatures that are no part of default Exchange 2003

Instant Messaging and Chat Service Microsoft RTCKey Management Service (KMS) Windows Certs

Consider New Security Features (Secure by Default)

Services not installed by default, and permissions on Exchange serversExchange Server 2003 Security Enhancements

Exchange 2000 UpgradesPreparing for Exchange 2003Preparing for Exchange 2003

Installing New ServersRun Setup and join existing organizationCan be new front end or back-end servers

Upgrade Front End ServersUse Deployment Tools to Upgrade Must upgrade front-end servers first

AND must upgrade back-end servers before new OWA and OMA features are exposed

Upgrading Exchange 2000 and back-end serversUse Deployment Tools to upgrade

Consolidating on Exchange 2003Move mailboxes using NEW Exchange 2003 admin

Move mailbox within same Admin group if 5.5 servers exist or between admin groups if in native mode

Exchange 2000 UpgradesDeploying Exchange 2003Deploying Exchange 2003

The Paths To Exchange 2003

Path 1 – Standard Deployment from Exchange 5.5

Deploy Exchange 2003 INTO an existing Exchange 5.5 environment

Path 2 – Exchange 5.5 as an External MigrationDeploy Exchange 2003 as separate and external system from Exchange 5.5

Path 3 – Exchange 2000 Upgrades

High Level Overview of Process and ToolsHigh Level Overview of Process and Tools

Questions…Questions…

sasaj@microsoft.comsasaj@microsoft.com

Ask The ExpertsGet Your Questions Answered

I will be available in Ask the Experts area tomorrow at 11:15 for 2 hours

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

Suggested Reading And Resources

The tools you need to put technology to work!The tools you need to put technology to work!

TITLETITLE AvailableAvailable

Microsoft® Exchange Server 2003 Microsoft® Exchange Server 2003 Administrator's Companion: 0-Administrator's Companion: 0-7356-1979-47356-1979-4

9/24/039/24/03

Active Directory® for Microsoft® Active Directory® for Microsoft® Windows® Server 2003 Windows® Server 2003 Technical Reference: 0-7356-Technical Reference: 0-7356-1577-21577-2

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© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.