70 284 MCSE Guide to Microsoft Exchange Server

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration Chapter 14 Upgrading to Exchange Server 2003 70 -284 MCSE Guide to Microsoft Exchange Server 2003

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 2

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 3

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 4

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 5

The Upgrade Process • First step: backup server is selected for upgrade • Actions following backup: – – Close all Exchange 2000 Server utilities Run Forest. Prep Run Domain. Prep Ensure server runs at least Exchange 2000 Service Pack 3 – Install Exchange Server 2003 – Remove Exchange 2000 Server optimizations from the registry 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 6

The Upgrade Process (continued) • Disabling Terminal services closes utilities opened by other administrators • Forest. Prep extends Active Directory schema – Run Forest. Prep several days before actual upgrade • Considerations in running Domain. Prep: – 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 setupi 386 directory of CD) – Most Exchange 2000 Server settings are carried over – Remove certain Registry settings after upgrade 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 7

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 2003. One of the topics covered is the Exchange 2000 Server registry optimizations that should be removed from Exchange 2003 servers. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 8

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 9

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 10

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 11

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 12

Upgrading a Cluster to Exchange Server 2003 (continued) • Nine step upgrade process: – – – – – Run Forest. Prep and Domain. Prep 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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 13

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 14

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 15

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 16

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. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 17

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 18

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 19

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. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 20

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 21

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 22

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 23

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 24

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 25

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. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 26

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 27

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 28

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 29

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 NTDSNo. Match – Resource Mailbox Wizard automates process 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 30

Activity 14 -5: Researching NTDSNo. Match • Time Required: 10 to 20 minutes • Objective: Research information about NTDSNo. Match • Description: NTDSNo. Match is the value used to prevent user accounts from being created for Exchange Server 5. 5 resource mailboxes. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 31

70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 32

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 33

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 34

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 35

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. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 36

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 37

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 38

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 NTDSNo. Match 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 39

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 2003 • 2 -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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 40

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 41

Migrating Public Folders • Public folders are not replicated in interorganizational migration • Inter. Org Replication Utility: – Replicates public folders between two Exchange organizations – Allows meetings and appointments to be shared • Composition of Inter. Org Replication Utility: – Configuration program – Replication Service 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 42

Activity 14 -7: Researching the Inter. Org Replication Utility • Time Required: 10 to 20 minutes • Objective: Research more information about the Inter. Org Replication Utility • Description: The Inter. Org 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 Inter. Org Replication Utility. 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 43

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 – Inter. Org Replication Utility • After three links removed, turn off Exchange 5. 5 server • No other special removal process 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 44

Summary • Exchange 2000 servers are upgraded in-place • Close utilities, run Forest. Prep and Domain. Prep 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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 45

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 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 46

Summary (continued) • Exchange 2003 Task Wizard moves mailboxes in intra-organizational migration • PFMigrate replicates public folders in intraorganizational migration • ADMT migrates Windows accounts to Active Directory in inter-organizational migration • Mailboxes are migrated between organizations using Exchange Server Migration Wizard • Inter. Org Replication Utility replicates public folders during inter-organizational migration 70 -284 MCSE Guide to Microsoft Exchange Server 2003 Administration 47