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Exchange Server 2013 Upgrade and Coexistence Scott Schnoll Principal Technical Writer Microsoft Corporation Serveurs / Entreprise / Réseaux / IT T witter: Schnoll Blog: http://aka.ms/Schnoll 

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Exchange Server 2013Upgrade and CoexistenceScott SchnollPrincipal Technical WriterMicrosoft CorporationServeurs / Entreprise / Rseaux / IT

Twitter: SchnollBlog: http://aka.ms/Schnoll

Intro Serveurs / Entreprise / Reseaux / IT

1Fundamentals of DeploymentUpgrade and CoexistencePublic Folder MigrationsManaging CoexistenceAgendaFundamentals of DeploymentSupported coexistence scenariosExchange Server 2010 SP3Exchange Server 2007 SP3 RU10

Supported client access methodsMicrosoft Outlook:Outlook Anywhere only: Outlook 2013, Outlook 2010, Outlook 2007Outlook for Mac 2011Entourage 2008 for Mac, Web Services EditionExchange Server 2013 PrerequisitesActive DirectoryWindows Server 2003 forest functional level or higherAt least one Windows 2003 SP2 or later GC/DC in each siteNo support for RODC or ROGCNamespacesContiguousNon-contiguousSingle label domainDisjointExchange Server 2013 PrerequisitesOperating SystemWindows Server 2008 R2 SP1 Standard or EnterpriseWindows Server 2012 Standard or DatacenterOther ComponentsIIS and OS components.NET Framework 4.5Windows Management Framework 3.0Unified Communications Managed API (UCMA) 4.0Exchange Server 2013 PrerequisitesUpgrade and CoexistenceFunctional DifferencesAuthN, Proxy, Re-directProtocols, API, Biz-logicAssistants, Store, CIExchange 2010ArchitectureAuthN, Proxy, Re-directStore, CIProtocols, Assistants, API, Biz-logicExchange 2013ArchitectureClient AccessMailboxClient AccessHub Transport,Unified MessagingMailboxL4 LBL7 LBUpgrade from Exchange 2010 to Exchange 2013SP3

E2010 CASE2010 HUBE2010 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 Servers

SP31. PrepareInstall Exchange 2010 SP3 across the ORGValidate existing Client Access using ExRCA and built-in Test cmdletsPrepare AD with E2013 schema4. Switch primary namespace to Exchange 2013 CASE2013 fields all traffic, including traffic from Exchange 2010 usersValidate using Remote Connectivity Analyzer5. Move MailboxesBuild out DAGMove E2010 users to E2013 MBX6. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS serversSP3SP3

E2013 CASE2013MBX

3. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 Client Access Servers

124356

Upgrade from Exchange 2007 to Exchange 2013RU

E2007 SP3 CASE2007 SP3 HUBE2007 SP3 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2007 SP3 Servers

RU1. PrepareInstall Exchange 2007 SP3 + RU across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CASValidate using Remote Connectivity Analyzer6. Move MailboxesBuild out DAG Move E2007 users to E2013 MBX7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS serversRURU

E2013 CASE2013MBX

3. Create Legacy namespaceCreate DNS record to point to legacy E2007 CAS4. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 Client Access Servers configured with legacy namespace, E2013 namespace and Autodiscover namespaceDeploy certificates on Exchange 2007 CASlegacy.contoso.com3

125467

Upgrade to Exchange Server 2013SP/RU

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

SP/RU1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CAS6. Move Mailboxes7. Repeat for additional sites

3. Create Legacy namespace4. Obtain and Deploy Certificates12. Deploy Exchange 2013 servers

Install coexistence update on all existing Exchange serversFor Exchange 2010, this would be SP3For Exchange 2007, this would be SP3 RU10Prepare Active Directory with Exchange 2013 schema extensionsValidate existing client accessRemote Connectivity Analyzer (http://www.exrca.com) and Test cmdletsPrepare for Exchange Server 2013Upgrade to Exchange Server 2013SP/RU

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

SP/RU1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CAS6. Move Mailboxes7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

E2013 CASE2013MBX

3. Create Legacy namespace4. Obtain and Deploy Certificates22. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

Install both MBX and CAS ServersMBX performs PowerShell commandsCAS is proxy onlySetup provides GUI or command lineNo in-place upgradeNew parameter for license terms acceptanceSetup.exe /mode:install /roles:C,M /IAcceptExchangeServerLicenseTerms

Exchange Server 2013 SetupUpgrade to Exchange Server 2013

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CAS6. Move Mailboxes7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

E2013 CASE2013MBX

4. Obtain and Deploy Certificateslegacy.contoso.com33. Create Legacy namespaceSP/RU SP/RU

Required only for Exchange 2007 coexistenceCreate DNS record in internal and external DNS for legacy namespaceValidate legacy namespace using ExRCACreate Legacy NamespaceUpgrade to Exchange Server 2013

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CAS6. Move Mailboxes7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

E2013 CASE2013MBX

4. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 Client Access Servers configured with legacy namespace, E2013 namespace and autodiscover namespaceDeploy certificates on Exchange 2007 CASlegacy.contoso.com43. Create Legacy namespaceSP/RU SP/RU

Minimize the number of certificatesMinimize number of hostnamesUse split DNS for Exchange hostnamesDont list machine hostnames in certificate hostname listUse Subject Alternative Name (SAN) certificateCertificate Best Practices for Exchange 2013End to End certificate wizard in the EACEAC notifies you when a certificates is about to expire1st notification shown 30 days prior to expirationSubsequent notifications provided dailyCertificate Management in Exchange 2013Certificate ManagementExchange Server 2013demoUpgrade to Exchange Server 2013

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CASValidate using Remote Connectivity Analyzer6. Move Mailboxes7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

E2013 CASE2013MBX

4. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 Client Access Servers configured with legacy namespace, E2013 namespace and autodiscover namespaceDeploy certificates on Exchange 2007 CASlegacy.contoso.com3. Create Legacy namespaceSP/RU SP/RU5

Validate legacy namespace creationConfigure Load balancingLayer 7 load balancers no longer required for primary namespaceLayer 4 is supported and recommendedLegacy namespace is separate VIP with Layer 7 load balancerConfigure AutoDiscoverServiceInternalUri on Exchange 2013 CAS to LB valueConfigure AutoDiscoverSiteScopeSwitch Primary NamespaceUpdate DNS to point Mail and Autodiscover to CAS 2013Update both internal and external DNSUpdate publishing rules for legacy namespaceUse Remote Connectivity Analyzer to test access to all CAS servers Test both externally and internallySwitch Primary NamespaceUpgrade to Exchange Server 2013

E2010 or 2007CASE2010 or 2007 HUBE2010 or 2007 MBXClientsInternet facing site Upgrade firstautodiscover.contoso.commail.contoso.comIntranet siteExchange 2010 or 2007 Servers

1. PrepareInstall Exchange SP and/or updates across the ORGPrepare AD with E2013 schema and validate5. Switch primary namespace to Exchange 2013 CASValidate using Remote Connectivity Analyzer6. Move MailboxesBuild out DAG Move users to E2013 MBX7. Repeat for additional sites2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

E2013 CASE2013MBX

4. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 Client Access Servers configured with legacy namespace, E2013 namespace and autodiscover namespaceDeploy certificates on Exchange 2007 CASlegacy.contoso.com3. Create Legacy namespaceSP/RU SP/RU6

New Migration ServiceProvides functionality to orchestrate moves such as batch managementProvides migration reportingProvides retry semanticsNew cmdletsNew-MigrationBatchGet-MigrationUserStatisticsAlso available from EACMoving MailboxesPublic Folder MigrationsDatabase-centered architecture replaced by mailboxExisting public folders can be migrated to Exchange 2013End user experience doesnt changePublic folder replication is removedMigrate Public Folder users before Public FoldersExchange 2013 users can access Exchange 2010/2007 Public FoldersExchange 2010/2007 users cannot access Exchange 2013 Public FoldersMigration of Public Folders is a cut-over migrationSimilar to online mailbox movesExchange Server 2013 Modern Public FoldersAnalyze existing Public Folders Tool available to analyze existing Public Folder hierarchy to determine how many Exchange 2013 Public Folder mailboxes are recommendedCopy Public Folder dataUsers access existing Public Folder deployment while data is copiedData migration happens in the backgroundSwitch clients to Exchange 2013 Public Folders There will be a short downtime while the migration is finalizedOnce migration completes, everyone switches at the same timeCan switch back, but any post migration Public Folder changes are lostPublic Folder Migration ProcessManaging CoexistenceUse Exchange Administration Center to:Manage Exchange 2013 mailboxesView and update Exchange 2010/2007 mailboxes and properties (with a few limitations)Use Exchange Management Console to:Create mailboxesPerform new operations on those versionsCoexistence Object ManagementClient Access FlowOWA Client Connectivity Exchange 2010Layer 4 LBE2013 CASIISHTTP ProxyProtocol HeadDBE2010 CASProtocol HeadE2010 MBXStoreDBSite BoundaryE2010 CASProtocol HeadE2010 MBXStoreDBRPCRPC

Cross-Site Proxy RequestLayer 7 LBCross-SiteRedirect RequestOWA

europe.mail.contoso.commail.contoso.comE2013 MBXOWA Client Connectivity Exchange 2007Layer 4 LBE2013 CASIISHTTP ProxyProtocol HeadDBE2007 CASProtocol HeadE2007 MBXStoreDBSite BoundaryE2007 CASProtocol HeadE2007MBXStoreDBRPCRPC

Layer 7 LBCross-SiteRedirect RequestOWA

Layer 7 LBLegacy.contoso.commail.contoso.comeurope.mail.contoso.comCross-Site Proxy RequestE2013 MBXClient Protocol Connectivity CoexistenceProtocolExchange 2007 user / Exchange 2013 namespaceExchange 2010 user / Exchange 2013 namespaceRequiresLegacy NamespaceNo additional namespacesOWANon-silent redirect (not SSO) to CAS2007 externally facing URLProxy to CAS2010Cross-site silent redirect (not SSO) which may redirect to CAS2010 or CAS2013 EASProxy to MBX2013Proxy to CAS2010Outlook AnywhereProxy to CAS2007Proxy to CAS2010AutodiscoverRedirect to CAS2007 externally facing URLProxy to CAS2010EWSAutodiscoverProxy to CAS2010POP/IMAPProxy to CAS2007Proxy to CAS2010OABProxy to CAS2007Proxy to CAS2010RPSn/aProxy to CAS2010ECPn/aProxy to CAS2010Cross-site redirect which may redirect to CAS2010 or CAS2013 SummaryUpdates are required for coexistenceExchange 2007 requires a legacy namespace Certificate management is improvedPublic Folder migration is cutover processSummary

Scott SchnollPrincipal Technical [email protected]://aka.ms/schnoll schnollQuestions?

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