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Exchange 2010 Upgrade Rich Platt [email protected] Sr IT Architect March 10, 2010

Microsoft Exchange 2010 Upgrade Seminar March 2010

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Page 1: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 UpgradeRich Platt

[email protected]

Sr IT Architect

March 10, 2010

Page 2: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Agenda

• Requirements

• New Features

• Routing & Topology

• Installation

• Coexistence and Migration

• Wrap-up

Page 3: Microsoft Exchange 2010 Upgrade   Seminar March 2010

2006

2007

2008

2009• Optimize for Software + Services

• Deliver e-mail archiving solution

• Better protect communications

• Manage inbox overload

• Microsoft hosted enterprise messaging solution

• Centralized, Web-based configuration and admin

• Financially backed service level agreements

• Public Folder access in Outlook Web Access

• Standby Continuous Replication (SCR)

• Additional Exchange ActiveSync Policies

SP1

• Unified Messaging and more efficient collaboration

• Outlook experience from desktop to mobile

• Performance and scalability optimization

Microsoft Exchange Roadmap

Page 4: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 Hardware Requirements

• Production environment

– Intel Xeon Pentium 4 64-bit processor

– AMD Opteron 64-bit processor

• Minimum 4GB of RAM per server

– Several GBs more likely

• 1.2 GB disk space on installation drive

– 200 MB on system drive

Page 5: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 Server Requirements

• Microsoft Windows Server 2008 SP2

• Microsoft Windows Server 2008 R2 supported

• Microsoft .NET Framework 3.5 SP1

• Windows Remote management 2.0

• Windows Power Shell v 2.0

• 2007 Office System Converter: Microsoft Filter Pack (Mbx role only)

• NTFS File Systems throughout

– system, binaries, logs, databases, other Exchange Server 2007 files

Page 6: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 Hardware Virtualization

• Windows Server 2008 with Hyper-V technology

• Windows Server 2008 R2 with Hyper-V technology

• Microsoft Hyper-V Server 2008

• Microsoft Hyper-V Server 2008 R2

• VMware vSphere 4.0

Page 7: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 Virtualization Guest Machine

• Is running Microsoft Exchange 2010.

• Is deployed on the Windows Server 2008 with SP2 or Windows Server

2008 R2 operating system.

• Doesn't have the Unified Messaging server role installed.

• Virtual disks must be fixed, dynamically expanding disks are not

supported

• Using Database Availability Groups with hyper-visor based clustering,

migration or virtualization high availability is not supported.

• Making snapshots of Exchange 2010 virtual guests is not supported

• Virtual processors used by all guest machines on a host should follow a

2:1 virtual CPU ratio (2 virtual CPUs per 1 logical core)

Page 8: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Processor Configuration Table

Role Minimum Recommended Maximum

Recommended

Edge Transport 1 x Processor Core 2 x Processor Cores 4 x Processor Cores

Hub Transport 1 x Processor Core 4 x Processor Cores 8 x Processor Cores

Client Access Server

(CAS)

1 x Processor Core 4 x Processor Cores 4 x Processor Cores

Unified Messaging

Server (UM)

1 x Processor Core 4 x Processor Cores 4 x Processor Cores

Mailbox Server 1 x Processor Core 4 x Processor Cores 8 x Processor Cores

Multi Role (Hub, CAS,

UM, Mailbox)

1 x Processor Core 4 x Processor Cores 4 x Processor Cores

Page 9: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Memory Configuration

Role Minimum Recommended Maximum

Recommended

Edge Transport 2GB/Server 1GB/Core (2GB

minimum)

16GB/Server

Hub Transport 2GB/Server 1GB/Core (2GB

minimum)

16GB/Server

Client Access Server

(CAS)

2GB/Server 1GB/Core (2GB

minimum)

8GB/Server

Unified Messaging

Server (UM)

2GB/Server 1GB/Core (2GB

minimum)

4GB/Server

Mailbox Server 2GB/Server 2GB + 5MB/mailbox:

Variable based on user

profile

32GB/Server

Multi Role (Hub, CAS,

UM, Mailbox)

2GB/Server 4GB +2MB to

5MB/Mailbox: Variable

based on user profile

8GB/Server

Page 10: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Operational Efficiency

Optimized for performance and scalability

• EDB Database rewritten, sequential data writes and reads

• Provides an additional 70% I/O improvement over Exchange 2007

• Can use Type II SATA drives, up to 300 I/Os per drive

• Supports 10GB production mailbox and 100GBs archive mailboxes

• Standard Edition – Provides 5 Datastores per server

• Enterprise Edition – Provides 150 Datastores per server

Page 11: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2003 – HIGH IOPS

Storage Area Network

Storage bound by high IOPS

• Small, fast, expensive drives

• Poor disk space utilization

• SAN required for high availability

Page 12: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Now: Larger Capacity & Fewer Spindles

SCSI / SATA Drives

• Requires less drives to support current user load

• More users per spindle

• Can use Type II SATA or SCSI drives

Page 13: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Deployment Flexibility

• 70% reduction in IOPS

• Smoother IO patterns

• Resilience against corruption

Greater Range of Storage Options Through Performance Enhancements

Storage Area

Network (SAN)

Direct Attached

w/ SAS DisksJBOD SATA

(RAID-less)

Direct Attached

w/ SATA Disks

Read IOPS Write IOPS

E2K3

E2K7

E2010

Page 14: Microsoft Exchange 2010 Upgrade   Seminar March 2010

New Features

Page 15: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Enabling New Functionality

• Database Availability Groups

– Up to 16 mailbox replicas

– Each mbx datastore have different replication

settings and different retention policies

• Compliance

– Keep more mail in the datastore

• No PST, archive for long term on the server

– Search across multiple mailboxes and

archives

Page 16: Microsoft Exchange 2010 Upgrade   Seminar March 2010

1. Tree

Segmented into

4 work centers

(Recipients, Servers,

System, Toolbox)

2. Result Pane

Rich list of objects

3. Work Pane

Child objects of result

pane object, only

used by Servers &

System nodes

4. Action Pane

Tasks for selected

object(s) and node

(work center)

Exchange Management Console

Page 17: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange Server 2010 Roles

Perimeter

Exchange

Edge Transport

Windows Server

Exchange Role

Intranet

Exchange

Edge

Transport

Windows Server

Exchange Roles

Client

AccessHub

Transport

MailboxUnified

Messaging

Page 18: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Mailbox Server Role

• Traditional Role

– Hosts mailboxes and PFs (if present)

• Can communicate with multiple hubs

– But not in other sites, only in same site

• Traditional Cluster no longer needed, uses

DAG

• MAPI access is provided by Client Access

Server

Page 19: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Unified Messaging Server Role

• Messaging Services (Voice and fax)

– Outlook Voice Access

• E-mail, voice mail, calendar, contacts

– Call Answering

• Outlook

• Outlook Web Access

– Automated Attendant

Page 20: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Client Access Server Role

• Provides client access for

– Outlook Web Access, POP3, IMAP4, RPC/HTTP, ActiveSync,

MAPI

– Proxies or redirect connections to other Client Access servers

• Proxy to Mailbox co-located preferred to ‗random‘ selection

• Provides Auto Connect functionality for Microsoft Office

Outlook 2007

• Provide OAB

– Provide access to SharePoint sites and file for Microsoft Outlook

Web Access (OWA) and Active Sync connections

– Performs re-direct and proxy functions to other Client

Access Servers

• Locate at least two Client Access Servers in each site that

contains Mailbox Servers

Page 21: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Client Access and Mixed Exchange

• Client Access Server

– Maintains legacy access Exchange Server 2003 Back End server

• Legacy OWA user experience

• You cannot use an Exchange Server 2003 Front End server to connect

to an Exchange Server 2010 Mailbox Server

Page 22: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Outlook Web App (OWA)

• OWA premium for IE,

Firefox, and Safari

• Conversation view

• Ignore/Move

conversation

• Virtual list view

• Presence

• Instant messaging

• Nickname cache

• UM card

• Calendar sharing

• Side by side calendar

view

• Message tracking

• SMS Sync

• Favorites folders

• Advanced search

• Archiving

• Distribution group

creation

• IRM

• Delegate access

Page 23: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Hub Transport Role

• Processes message for delivery across

the organization

• Routing predictability

• Application of policies

• Ensure Hub Transport Role in every site that has Mailbox Servers

– Even when two users on the same database exchange e-mail, Hub Server

is engaged

• Connectivity to Exchange Server 2003

via Connectors

Page 24: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Hub Transport Improvement

• MailTips

• Shadow Redundancy

• End-User End-to-End Message Tracking

• Transport Rules integrate with AD RMS

• Provides the ability to measure end-to-end latency

Page 25: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Edge Transport Role

• Edge Transport Role must be on dedicated server– All other roles may be co-located

– May be co-located with ISA Server function

• Edge Transport (always connects to Hub)– Use standalone server (can be on domain-joined server)

– Not generally connected to AD Forest

– Wizard config for Edge/Hub connection (EdgeSync)

– Requires AD Application Mode (ADAM)

• ADAM installed during Edge Server install

– Used for storage of recipient/configuration info

• Org data and ADAM data in synch via EdgeSync

• Hashed recipient lists, routing info

Page 26: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Edge Transport Functions

• Executes Message Hygiene Agents

• Address Rewrite agent (example below)

– Enable-TransportAgent -Identity "Address Rewriting Inbound agent"

– New-AddressRewriteEntry -Name "Swap" -InternalAddress ―[email protected]" -ExternalAddress―[email protected]"

• Connection Filter agent

• Recipient Filter agent

• Sender Filter agent

• Sender ID agent

• Content Filter agent

• Protocol Analysis agent

Page 27: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Topology

• Exchange Server 2010 topology is based on AD sites

– Many organizations can rely on default

– Especially if existing RG design based on AD sites

– May use AD Sites to regulate access to DCs/GCs

– Exchange routing table is subset of site topology

• Note that all mail routing is Direct Relay

– Direct Relay is Hub-to-Hub

– Inter-site relay uses SMTP

– Intra-site relay uses MAPI

• Therefore, every site with Mailbox servers

– Requires at least one Hub Server role

• Co-located Hub servers have higher precedence

– No i/b optimization of Hub selection (co-located scenario)

Page 28: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange Enterprise Topology

Enterprise Network

External

SMTP

servers

Mailbox

Storage of

mailbox items

Edge Transport

Routing & AV/AS

Unified Messaging

Voice mail &

voice access

Phone system

(PBX or VOIP)

Client Access

Client connectivity

Web services

Hub Transport

Routing & Policy

Web

browser

Outlook

(remote user)

Mobile

phone

Outlook (local user)

Line of business

application

Page 29: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Mailbox Server

Continuous Availability

• Evolution of Continuous Replication technology

• Easier than traditional clustering to deploy and manage

• Allows each database to have 16 replicated copies

• Provides full redundancy of Exchange roles on as few as two servers

• Capabilities of CCR and SCR combined into one platform

Simplified Mailbox High Availability and

Disaster Recovery with New Unified Platform

DB1

DB3

DB2

DB4

DB5

Recover

quickly from

disk and

database

failures

Mailbox Server

DB1

DB2

DB4

DB5

DB3

Mailbox Server

DB1

DB2

DB4

DB5

DB3

Replicate databases

to remote datacenter

San Jose New York

Page 30: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Continuous Availability

Limit User Disruption During Mailbox Moves and Maintenance

E-Mail Client

Mailbox Server 1 Mailbox Server 2

Client Access Server

Users remain online while their mailboxes are moved between servers

Sending messages

Receiving messages

Accessing entire mailbox

Administrators can perform migration and maintenance during regular hours

Page 31: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Exchange 2010 Management

• New Exchange Management Console features

• Exchange Control Panel (ECP)− New and simplified web based management console

− Targeted for end users, hosted tenants, and specialists

• Role Based Access Control (RBAC)− New authorization model

− Easy to delegate and customize

− All Exchange management clients (EMS, EMC, ECP) use RBAC

• Remote PowerShell− Manage Exchange remotely using PowerShell v2.0

− Note: No more local PowerShell, it's all remote in Exchange 2010

Page 32: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Installation

Page 33: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Installation Prerequisites

• Windows Server Active Directory Forest

– Schema Master DC must have Windows 2003 SP1

– GC servers running Windows 2003 or higher

– AD Domain Functional Level Windows 2003 Server-native or higher in all domains

– A GC in the domain into which you are installing

• Forest Functional Level Windows Server 2003 or higher

• No Exchange 5.5 servers in the organization (if migrating)

• No Exchange 2000 Servers in the organization

• Co-existing with Exchange 2003, you‘ll need the /PrepareLegacyExchangePermissions switch

– Gives Exchange 2003 Recipient Update Services (RUSes) permissions to write to the Exchange Information and Personal Information property sets

• Forest Preparation using SETUP/PrepareAD

– Occurs automatically during normal SETUP

Page 34: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Permissions

• Install using account that is member of:

• Local Administrator on the server

• AD Enterprise Administrator

• AD Domain Administrator

• Exchange Permissions

• Admin on Exchange Organization object

Page 35: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Unattended Installation

• Setup.exe /console

• /roles:<roles to install>

– ClientAccess (CA, C);TansportHub(TH, T); Mailbox (MB, M);

UnifiedMessaging (UM, U)

• /mode:<setup mode>

– Install, Upgrade, Uninstall, RecoverServer

• /targetdir:<folder>

• /DomainController

• /prepareAD

• /prepareSchema

• /prepareLegacyExchangePermissions

Page 36: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Validating Exchange Server 2010 Installation

• After installing Exchange Server 2010

• Run get-ExchangeServer from PowerShell

• Displays all installed server roles

• Check Event Viewer for

• Events 1003 and 1004 in application log

• Run ExBPA

• Check Help Files for additional tasks

Page 37: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Deploy Supporting AD Infrastructure

• Upgrade/replace existing DCs and GCs where necessary

• Recommend deploying Windows 2008 x64 for AD

• Use 64-bit hardware (recommended)

– Orgs with more than 20,000 objects will benefit

– Also orgs with DIT >3 GB will benefit from increased address space (assuming sufficient physical memory)

• Consolidation hand-in-hand with 64-bit

• One 64-bit GC (dual CPU, 14 GB memory) can handle the workload of 11 32-bit GCs to support 20,000 Exchange Server mailboxes

• 11GB DIT: 350,000 objects

• Database caching occurs during normal e-mailactivity – no prior loading

Page 38: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Order of installation

1. Install Client Access Server Role

2. Install HUB Transport Server Role

3. Install Exchange Mailbox Server Role

Page 39: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Routing & Topologies

Page 40: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Active Directory Sites Are Routing and Service

Discovery Boundary

• Automatic discovery for all Exchange services within an Active

Directory site

• AD Topology Service

• Mailbox Submission

• Hub Transport

• Client Access

• Routing decisions

based upon AD

site topology

Page 41: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Edge Transport

• Transport Role which resides in perimeter network

• Not AD-joined—will use ADAM / AD LDS

• EdgeSync Service replicates subset of recipient information via one-

way push and maintains send/receive connectors with Hub Transport

– Subscription based replication

– Hashed version of organization recipients

– Safe Sender List aggregation• Port 25 is only inbound port/connection

Page 42: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Coexistence Routing

• Exchange 2010 Routing Engine– Understands cost calculation for Exchange 2010 (AD Site Links)

and legacy versions (RGC Costs)

– Attempts to keep messages routed across versions in Exchange 2010 Routing Group as long as possible and will choose to exit the routing group at a legacy server which has lowest legacy path cost possible

– Optimizes path within the Exchange 2010 routing group based upon AD Site Topology

• Legacy Exchange 2003 will see all Exchange 2010 servers as a single routing group—no cost associated with traversing the Exchange 2010 routing group from a legacy perspective

• Requires RGC between legacy Exchange 2003and Exchange 2010

Page 43: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Things to Keep in Mind

• Exchange 2003 connector restrictions

are not honored

• Exchange Server 2010 transport only provides

SMTP protocol

• Must have RGC connectors in a legacy

Exchange 2003 environment

• Must have IP-based Site Links in AD

• Choose an approach that will reduce

duration of transition

• Determine Public Folder requirements

Page 44: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Public Folders and Routing

• Exchange 2010 Servers ignore Exchange 2003 RGCs—

rely upon AD Site topology for referrals

Page 45: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Coexistence and Migration

Page 46: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Getting there from here

• Determine business benefit of Exchange 2010

– Whistles and bells aren‘t (normally) enough

• Select appropriate hardware

– Processor

– Memory

– Storage

• Plan storage

– Understand requirements for DAGs, transport logs, etc.

– Leverage reduced IOPS

• Understand the server roles

Page 47: Microsoft Exchange 2010 Upgrade   Seminar March 2010

x86

x64

In-place

• In-place upgrade?

– None– Database changes in Exchange 2010 even between Exchange

2007 and Exchange 2010

– 64-bit architecture change

– 4k pages (2003) to 8k pages (2007) to 32k pages (2010)

– No streaming store as was in Exchange 2003

Page 48: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Existing Org (2003 or 2007)

• Installed Exchange 2010 in existing organization

– Transport

• RGCs created at time of install (or later)

• Internet entry/exit points decided

– Directory

• Nothing (much), same organization

– Free/Busy

• PFs can be hosted on Exchange 2010

• Microsoft Office Outlook 2007 uses CAS role for availability

• Outlook 2007 posts to PF server for prior Outlook versions

– Migration

• Use console (EMC) or PowerShell (EMS)

Page 49: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Coexistence with Exchange Server 5.5

• No coexistence with Exchange Server 5.5

• Complete upgrades to Exchange Server 2003 (recommend

latest SPs)

• All Exchange Server 5.5 servers must be decommissioned

• Exchange org must be in Native Mode

• Exchange Server 5.5 migrations only possible via Inter-

Organizational migrations

Page 50: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Coexistence with Exchange Server 2000

• No coexistence with Exchange Server 2000

• Complete upgrades to Exchange Server 2003 (recommend

latest SPs)

Page 51: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Installing Exchange Server 2010 into

Existing Exchange 2003 Organization

• Legacy organization auto detected during installation

• Little integration at the management level

– Exchange Server 2010 ESM v. Exchange Server 2003 ESM

– AG: Exchange Administrative Group <random ID>

– RG: Exchange Routing Group <random ID>

• Legacy mailboxes are displayed in Exchange Server

2010 ESM

Page 52: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Migrating from Exchange 2007

• Exchange 2007 must have SP2 installed

• First install Exchange 2010 CAS server role

• Second install Exchange 2010 HUB Transports server role

• Finally install Exchange 2010 MBX server role

• Use Exchange 2010 Tools for migrating from E2007 to E2010

• Users do not need to log off

Page 53: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Intra-Org Migration Process

• Intra-org migration

• Introduce Exchange

2010 servers into

existing Exchange

200x Org

• Ensure RGC created for

Exchange 2003

• Ensure message flow

between Exchange 2007 &

Exchange 2010

• Move mailbox

Exchange 2003

Organization

CAS

HUB

MBX/PFIntroduce

Exchange 2010

Servers

Create RGC

Move mailboxes

and PFs to

Exchange 2010

Page 54: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Migrating Users

• Options

– Move Mailbox Wizard

– Move-Mailbox command

• Move-mailbox <alias> -TargetDatabase <name>

– Example

• Move-mailbox carrie -targetdatabase "Mailbox database"

– Restrictions

• Cannot use E2003 Move Mailbox Wizard to move mailboxes from

Exchange Server 2010 to Exchange Server 2003 servers

• Cannot use Exchange Server 2003 Move Mailbox Wizard to move

mailboxes from Exchange Server 2003 to Exchange Server 2010

servers

Page 55: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Move Mailbox Preparation

• Required permissions

– Exchange Recipient Administrator

– Exchange Server Administrator

– Member of Local Administrators group

• For source and target server

• Transaction logs

• Single instance storage

• User mailbox cleanup

Page 56: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Event Viewer

• 1006

• 9354

• 1007

• Migration Logs

Page 57: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Typical transfer rates using Microsoft Move

Mailbox Wizard

• Typical 2GB to 4 GB per parallel migration transfer

rate per hour.

• Default is 4 Parallel Migrations per move mailbox,

can be configured for up to 32 Parallel migrations

per mailbox move

Page 58: Microsoft Exchange 2010 Upgrade   Seminar March 2010

What Impacts Your Rate of Migration?

• Source hardware: The bus architecture of source legacy servers may

reduce the data transfer rate

• Migration software: The typical data transfer rate using migration

software (Move Mailbox Wizard) does not typically exceed 2-4

GB/hour data transfer rate

• Backup requirements (need to backup source for

contingency plans)

• Scheduled and unscheduled maintenance periods

• User disruption tolerance

• Blackout periods/holidays/vacations

• Hierarchical indecision

• Surprises

Page 59: Microsoft Exchange 2010 Upgrade   Seminar March 2010

What About Delegate Access?

• It works regardless of the location of

the user mailbox

• It works regardless of where it was configured

– ―Send As/Receive As‖ on Security tab in ADUC

– ―Full Mailbox‖ access rights on Exchange Advanced tab

– ―Send on behalf of‖ in Exchange General,

Delivery Options

– Delegation configuration in client

• Depending on the client, F/B information will come from different

location

• Moving forward, use Exchange 2007 management tools to configure

administrative delegation

Page 60: Microsoft Exchange 2010 Upgrade   Seminar March 2010

What about Exchange 2003 ―Resource Accounts‖?

• Migrate over as ―shared‖ accounts

– And continue to work as expected

• ―Auto-accept‖ remains enabled

– Exchange 2003 and Exchange 2010 mailboxes

can schedule against it

• Consider using Exchange 2010 resource

account feature

– Room

– Equipment

Page 61: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Auto-Accept settings retained and operational

• For bulk conversions use:

Get-Mailbox <filter> | Set-Mailbox

–type:Equipment/Room

• Does not disable AD Account

set-mailbox -identity “Georgia" -type:Room

Page 62: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Query Based Distribution groups (now DDGs in Exchange

2010)Upgrade with cmdlet in EMS

Set-AddressList with –ForceUpgrade:$True

Non-Universal Distribution Groups (Global)Can manage properties in Exchange 2010 but should be

converted

Conversion via Management Console or Management Shell

Set-Group -IsUniversalGroup:$true

Can only create Universal Distribution Groups in Exchange

2010

Expansion Server should be Exchange 2010 Hub Transport

Page 63: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Identify all recipients with this issue via LDAP query: (&(objectclass=*)(mailnickname=* *))

Page 64: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Display Name has leading or trailing whitespace

– Trim the invalid whitespace from the displayname with a cmdlet

Get-Mailbox | Foreach { Set-Mailbox $_

–DisplayName $_.DisplayName.Trim() }

Page 65: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Public Folders

• No requirement to have a public folder store in

a native Exchange 2010

– …Assuming all clients are Outlook 2007

• PF features that have been removed

– NNTP access

– IMAP4 PF access

– Non-MAPI TLHs

Page 66: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Client Experience: OWA

• Legacy OWA

• Clients will see the OWA version of their

mailbox store

• Exchange 2010 OWA experience

• Requires Exchange 2010 CAS and

Exchange 2010 Mailbox server

Page 67: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Client Experience: Free/Busy

• Outlook 2007 users query Autodiscover service

to obtain URL for the Availability service

– Availability service retrieves free/busy information directly from the

calendar in Exchange 2010

– Availability service queries public folder data

for legacy user free/busy data

• Legacy Outlook as well as Outlook 2007 clients running on Exchange

2003 mailboxes will use PFs for the F/B information

Page 68: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Storage Limits can keep you from migrating

Move-Mailbox –MailboxSizeLimitOptions PreserveSource

• Hidden accounts stay hidden

• Accessing shared calendars works regardless of where

mailbox resides

• Consider impact to applications that use current property

sets

• Migration transparent to end user

• Increase number of move-mailbox threads • Max of 30, default is 4, EMC uses 4

Move-Mailbox –MaxThreads 6

Page 69: Microsoft Exchange 2010 Upgrade   Seminar March 2010

• Deleted Items not moved during move-mailbox

• Cannot have space in alias for address

list conversion

• Active sync policy is automatically applied

when you migrate the user

Page 70: Microsoft Exchange 2010 Upgrade   Seminar March 2010

AntivirusTrendMicro, McAfee, Symantec, GFI, Kasperski, Sophos,

F-Secure

Secure Messaging nCipher, RSA, Check Point

FAX Gateway Fenestrae, GFI, Captaris, BNS Group

Mobility Middleware RIM, Good Technology

Migration: Public folder data to

SharepointQuest, Tzunami

Migration: Exchange Version(x)

to Exchange 2007 Quest

Storage: Backup, Disaster

Recovery, H/A

NetApp, Hitachi, CommVault, Symantec, DoubleTake,

Computer Associates, UltraBack, F5, Teneros, Azaleos,

Cemaphore, Xiotech, Mimosa, HP Data Protector

Compliance: ArchivingCommVault, EMC, Symantec, Hummingbird, Mobius,

Overtone, Atempo, AXS-One, HP RISS

Compliance: Content Filtering IXOS, Zantaz, Meridio

Management Quest, NetIQ, Computer Accosiates, HP

Line of Business ApplicationsNewsgator (RSS), nCipher (User Provisioning), K2

(Workflow)

Third-Party Tools

Page 71: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Decommissioning Legacy Exchange

• Move/remove all mailboxes

• Upgrade address lists and OABs

• Move public folder tree to the

Exchange 2010 admin group

• Move/remove connectors

• De-install all Exchange 2003 servers

• Delete empty containers (RG, PF)

• Remove the Exchange 2003 Admin tools

• Schedule update of address list and address list policies for

once a day

Page 72: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Removing the Last PF Store

• Must be an Exchange Organization Administrator as well

as member of Local Administrators group on Mailbox

server

• Ensure there are no legacy Exchange servers

in the organization

• Ensure you do not require replication of F/B to legacy

clients (Only Outlook 2007 clients)

• Ensure you no longer need PF‘s for organizational forms

or the use of public folders for collaboration

• Verify you have no OABs configured for

PF distribution

Page 73: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Upgrading Final Thoughts

• Intra-org migration is straightforward

– Still requires planning and testing

• PowerShell is your friend

– Bulk operations are a snap

– You will learn to love it

• Don‘t forget to check out \scripts folder!

• Move-mailbox works inter-org too!

– Inter-org migrations need more planning

– Do you need third-party migration tools?

– Don‘t forget the Big Four

• Especially DLs, delegates, reply-ability, etc.

Page 74: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Best Practices

• Determine why you are moving to Exchange 2010

– What problems are you solving

• Think through server and storage configuration

• Manage like with like

– Exchange 2003 objects with ESM

– Exchange 2007/2010 objects with EMC/EMS

• Encourage clean-up prior to migration

• Prepare effectively and pilot extensively

• Utilize HP Sizer for Microsoft Exchange 2010 to obtain

ballpark HW config information for servers and storage

Page 75: Microsoft Exchange 2010 Upgrade   Seminar March 2010

HP Tiered Solutions for Exchange 2010

Page 76: Microsoft Exchange 2010 Upgrade   Seminar March 2010
Page 77: Microsoft Exchange 2010 Upgrade   Seminar March 2010

About Works Computing

• Founded in 1994

• Privately held company

• Steady year over year growth in both revenue and head count

• Hewlett-Packard‘s largest Enterprise Partner in the Region

• Core competency's are in Unified Communications, Virtualization, Business

Continuity, Database Infomratics, Networking, Managed Services

• State of the art demo lab and training facility

Page 78: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Our approach to Exchange 2010 Upgrades

• Assess the environment

• Design and Plan the proposed solution with estimated hardware/software needs and high-level project plan

• Develop step-by-step procedures for implementing and migrating to the new environment; Develop detailed project plan

• Integrate/Implement the new environment

• Pilot the new environment, typically up to 25 users with varying skill sets and across multiple sites

• Rollout environment into production

• Hands-on workshop training covering the new environment

• Project closure, debrief of the project

Page 79: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Where to go from here

• Try Exchange 2010 in our Lab

• Design & Planning Workshops

• Sizing & Performance Workshops

• Administration & Management Workshops

• Proof-of-concept Workshops

Page 80: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Q&A

Page 81: Microsoft Exchange 2010 Upgrade   Seminar March 2010

Thank you for attending