MCSE Guide to Microsoft Exchange Server 2003 Administration Chapter 14 Upgrading to Exchange Server 2003

MCSE Guide to Microsoft Exchange Server 2003 Administration 2 Objectives Upgrade Exchange 2000 Server to Exchange Server 2003 Upgrade a cluster from Exchange 2000 Server to Exchange Server 2003 Upgrade Exchange Server 5.5 within an Exchange organization Migrate Exchange Server 5.5 to a new Exchange organization

MCSE Guide to Microsoft Exchange Server 2003 Administration 3 Upgrading to Exchange Server 2003 Four upgrade scenarios for Exchange Server 2003: –Upgrading from Exchange 2000 Server –Upgrading a cluster from Exchange 2000 Server –Migrating to Exchange Server 2003 within same organization –Migrating to new Exchange organization

MCSE Guide to Microsoft Exchange Server 2003 Administration 4 Upgrading Exchange 2000 Server to Exchange Server 2003 Reasons for updating to Exchange Server 2003: –New features, such as improved remote access –Need to standardize servers to Windows Server 2003 Upgrade process is not overly complex –Overall infrastructure is shared –Both versions may coexist without connectors

MCSE Guide to Microsoft Exchange Server 2003 Administration 5 Upgrading Exchange 2000 Server to Exchange Server 2003 (continued) Exchange 2000 Services to remove before upgrade –Key Management Service –Exchange 2000 Conferencing Server –Exchange Chat service –Instant Messaging service –cc: Mail connector –MS Mail connector –Microsoft Mobile Information Server Upgrade front-end servers before back-end servers Other servers may be upgraded in any order

MCSE Guide to Microsoft Exchange Server 2003 Administration 6 The Upgrade Process First step: backup server is selected for upgrade Actions following backup: –Close all Exchange 2000 Server utilities –Run ForestPrep –Run DomainPrep –Ensure server runs at least Exchange 2000 Service Pack 3 –Install Exchange Server 2003 –Remove Exchange 2000 Server optimizations from the registry

MCSE Guide to Microsoft Exchange Server 2003 Administration 7 The Upgrade Process (continued) Disabling Terminal services closes utilities opened by other administrators ForestPrep extends Active Directory schema –Run ForestPrep several days before actual upgrade Considerations in running DomainPrep: –Run in root domain if first Exchange 2003 server –Run once in each domain before installation Installing actual upgrade of Exchange Server 2003: –Run setup.exe (found in \setup\i386 directory of CD) –Most Exchange 2000 Server settings are carried over –Remove certain Registry settings after upgrade

MCSE Guide to Microsoft Exchange Server 2003 Administration 8 Activity 14-1: Downloading the Exchange Server Deployment Guide Time Required: 10 to 20 minutes Objective: Download and review the Exchange Server 2003 Deployment Guide Description: The Exchange Server 2003 Deployment Guide is a document available from Microsoft that describes different options for installing Exchange Server One of the topics covered is the Exchange 2000 Server registry optimizations that should be removed from Exchange 2003 servers.

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MCSE Guide to Microsoft Exchange Server 2003 Administration 12 Upgrading a Cluster to Exchange Server 2003 Cluster similar to upgrade of stand-alone server General rule: upgrade one server at a time Ensure Exchange 2000 servers run at least Service Pack 3 –Exchange Server 2003 mounts Service Pack 3 Information Stores Exchange Virtual Server (EVS): instance of Exchange In active/passive cluster node 1 is active and node 2 is passive

MCSE Guide to Microsoft Exchange Server 2003 Administration 13 Upgrading a Cluster to Exchange Server 2003 (continued) Nine step upgrade process: –Run ForestPrep and DomainPrep as needed –Ensure nodes run at least Service Pack 3 –Perform a full backup of node 1 and node 2 –Fail over the EVS from node 1 to node 2 –Upgrade node 1 –Take the EVS offline –Fail back the EVS from node 2 to node 1 –Upgrade the Exchange Virtual Server –Upgrade node 2

MCSE Guide to Microsoft Exchange Server 2003 Administration 14 Upgrading Exchange Server 5.5 Within an Exchange Organization Case of single Exchange organization for all users –Migrate Exchange Server 5.5 within Exchange organization –Mailboxes migrated one at a time Four steps required for migration: –Migrate Windows NT accounts to Active Directory –Install and configure the ADC (Active Directory Connector) –Install Exchange Server 2003 and migrate mailboxes –Remove Exchange Server 5.5

MCSE Guide to Microsoft Exchange Server 2003 Administration 15 Migrating Windows NT Accounts Exchange Server 5.5 uses Windows NT domains Exchange Server 2003 requires Active Directory Methods for migrating user accounts: –Upgrade Windows NT domains to Active Directory domains –Use Active Directory Migration Tool (ADMT) Impact of upgrading Windows NT domains: –SID for each user is retained –Domain structure remains in tact

MCSE Guide to Microsoft Exchange Server 2003 Administration 16 Migrating Windows NT Accounts (continued) Use ADMT when consolidating domains ADMT copies user accounts from one domain to another –Existing security settings retained through SIDHistory attribute –New accounts in new domain have new, unique SID

MCSE Guide to Microsoft Exchange Server 2003 Administration 17 Activity 14-2: Researching the SIDHistory attribute Time Required: 10 to 20 minutes Objective: Research some information about the SIDHistory attribute Description: SIDHistory is an attribute of user objects that is used by Active Directory when users are copied from one domain to another. This is most commonly done with ADMT.

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MCSE Guide to Microsoft Exchange Server 2003 Administration 20 Activity 14-3: Installing ADMT Time Required: 10 to 20 minutes Objective: Install and run ADMT Description: ADMT migrates user accounts from Windows NT domains to Active Directory domains. As part of this process, the SIDHistory attribute is populated. In this activity, you download, install, and then start ADMT.

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MCSE Guide to Microsoft Exchange Server 2003 Administration 25 Active Directory Connector Managing configuration information –Exchange Server 2003 uses Active Directory –Exchange Server 5.5 uses internal directory Active Directory Connector (ADC) –Synchronizes internal directory with Active Directory ADC Configuration tasks: –Setting the server and log path –Collecting Exchange Server 5.5 information –Identifying user accounts attached to resources –Configuring connection agreements

MCSE Guide to Microsoft Exchange Server 2003 Administration 26 Activity 14-4: Installing ADC Time Required: 10 to 15 minutes Objective: Install and run ADC Description: ADC is used to synchronize information between Active Directory and the Exchange Server 5.5 directory. In this activity, you install ADC from your Microsoft Exchange Server 2003 CD.

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MCSE Guide to Microsoft Exchange Server 2003 Administration 30 Resource Mailbox Wizard User association with mailboxes: –In Exchange Server 2003, one user per mailbox –In Exchange Server 5.5, multiple mailboxes allowed Allows access and control of joint resources Potential issue: ADC creating unwanted users Resolution: set Custom Attribute 10 to NTDSNoMatch –Resource Mailbox Wizard automates process

MCSE Guide to Microsoft Exchange Server 2003 Administration 31 Activity 14-5: Researching NTDSNoMatch Time Required: 10 to 20 minutes Objective: Research information about NTDSNoMatch Description: NTDSNoMatch is the value used to prevent user accounts from being created for Exchange Server 5.5 resource mailboxes.

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MCSE Guide to Microsoft Exchange Server 2003 Administration 33 Connection Agreements Three types of connection agreements used by ADC –Control replication of information Recipient connection agreement –Controls replication information about recipients –Can be used to create user accounts Public folder connection agreement –Replication of public folder configuration information –Exists if a recipient connection agreement also exists Configuration connection agreement –Replication of general configuration information –Enables Exchange 5.5 to coexist with Exchange 2003

MCSE Guide to Microsoft Exchange Server 2003 Administration 34 Installing Exchange Server 2003 and Migrating Mailboxes Exchange Server 2003 can be installed into an existing organization Installation procedure: –Select Join or upgrade an existing Exchange 5.5 organization option –Ensure all Exchange 5.5 servers are up and running –Use Exchange 2003 Task Wizard to move mailboxes –Use PFMigrate tool to configure public folder replication PFMigrate migrates hierarchy, not content Public folder contents replicated over time

MCSE Guide to Microsoft Exchange Server 2003 Administration 35 Removing Exchange Server 5.5 Remove Exchange Server 5.5 after messages migrate –Run setup.exe file from Exchange Server 5.5 CD –Select option for removing all components Roles of first Exchange 5.5 servers installed in a site –Routing calculation –Manage site folders such as Schedule+Free Busy Information Folder Move roles to new server before Exchange 5.5 server removed

MCSE Guide to Microsoft Exchange Server 2003 Administration 36 Activity 14-6: Researching Exchange Server Removal Time Required: 10 to 20 minutes Objective: Research information about removing servers from Exchange organizations Description: Some Exchange servers perform special roles within a site or an organization. It is important to be aware of these roles and how to migrate them to other servers. In this activity, you research what needs to be done when Exchange servers are removed from an organization.

MCSE Guide to Microsoft Exchange Server 2003 Administration 37 Migrating Exchange Server 5.5 to a New Exchange Organization You may migrate Exchange 5.5 to a new organization Benefits of migrating into new organization: –Many Exchange 5.5 organizations combined into one –Useful when moving to centralized management Steps for migration to new organization: –Install Exchange Server 2003 Migrate Windows NT accounts to Active Directory –Install and configure the Active Directory Connector –Migrate mailboxes –Migrate public folders –Retire Exchange Server 5.5

MCSE Guide to Microsoft Exchange Server 2003 Administration 38 Installing Exchange Server 2003 and Migrating Windows NT Accounts Same process is used when installing new organization –Accounts are migrated to Active Directory using ADMT –SIDHistory attribute retains mailbox permissions ADMT is not needed if permissions are not retained –Accounts are automatically created later in the process

MCSE Guide to Microsoft Exchange Server 2003 Administration 39 Installing and Configuring the ADC ADC and inter-organizational migrations –Required if Exchange 5.5 will coexist with Exchange 2003 Ensures messages are properly delivered during migration –Not required if data is migrated in a single, short process Connection agreements and inter-organizational migration –Recipient connection agreement is used –Configuration connection agreement is not used Issues with resource mailboxes –Configure Custom Attribute 10 to NTDSNoMatch

MCSE Guide to Microsoft Exchange Server 2003 Administration 40 Migrating Mailboxes Between Exchange Organizations Exchange Server Migration Wizard: –Included with Exchange Server 2003 –Installed with the administrative tools –Two options for migrating mailboxes: 1-step: move directly from Exchange 5.5 to Exchange step: stores Exchange 5.5 mailboxes before import –Use option 1 when network communication is fast/reliable –Use option 2 when network communication is not reliable No limitations on number of migrations

MCSE Guide to Microsoft Exchange Server 2003 Administration 41 Migrating Mailboxes Between Exchange Organizations (continued) Not performed by Exchange Server Migration Wizard: –Migrating public folders –Migrating distribution lists –Migrating inbox rules –Migrating.pst files (personal folders) –Migrating.pab files (personal address books) –Preserving access to other mailboxes –Preserving access to public folders –Migrating mailboxes to another server in same organization

MCSE Guide to Microsoft Exchange Server 2003 Administration 42 Migrating Public Folders Public folders are not replicated in inter- organizational migration InterOrg Replication Utility: –Replicates public folders between two Exchange organizations –Allows meetings and appointments to be shared Composition of InterOrg Replication Utility: –Configuration program –Replication Service

MCSE Guide to Microsoft Exchange Server 2003 Administration 43 Activity 14-7: Researching the InterOrg Replication Utility Time Required: 10 to 20 minutes Objective: Research more information about the InterOrg Replication Utility Description: The InterOrg Replication Utility is used to replicate public folder contents between an Exchange 5.5 server and an Exchange 2003 server. In this activity, you learn more about the InterOrg Replication Utility.

MCSE Guide to Microsoft Exchange Server 2003 Administration 44 Retiring Exchange Server 5.5 After migration of public folders/mailboxes, retire Exchange 5.5 Links between old and new Exchange organizations: –Domain trusts –ADC replicating directory information –InterOrg Replication Utility After three links removed, turn off Exchange 5.5 server No other special removal process

MCSE Guide to Microsoft Exchange Server 2003 Administration 45 Summary Exchange 2000 servers are upgraded in-place Close utilities, run ForestPrep and DomainPrep before upgrade Individually upgrade servers in Exchange 2000 cluster EVS is upgraded after nodes in active/passive cluster are upgraded Intra-organizational migration: add Exchange 2003 servers to Exchange Server 5.5 organization

MCSE Guide to Microsoft Exchange Server 2003 Administration 46 Summary (continued) Windows NT accounts are moved to Active Directory in intra-organizational migration Upgrade Windows NT domains using ADMT ADMT uses SIDHistory to preserve security settings ADC connects Active Directory with Exchange 5.5 directory Phased move is possible in intra-organizational migration

MCSE Guide to Microsoft Exchange Server 2003 Administration 47 Summary (continued) Exchange 2003 Task Wizard moves mailboxes in intra-organizational migration PFMigrate replicates public folders in intra- organizational migration ADMT migrates Windows accounts to Active Directory in inter-organizational migration Mailboxes are migrated between organizations using Exchange Server Migration Wizard InterOrg Replication Utility replicates public folders during inter-organizational migration