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Upgrading Exchange Server Upgrading Exchange Server 5.5 to Exchange Server 20035.5 to Exchange Server 2003

Microsoft CorporationMicrosoft Corporation

WhatWhat we will cover: we will cover:

Exchange Migration conceptsExchange Migration concepts Exchange 2003 requirementsExchange 2003 requirements Exchange 2003 deployment toolsExchange 2003 deployment tools Active Directory ConnectorActive Directory Connector Moving Exchange resourcesMoving Exchange resources Moving Public Folder resourcesMoving Public Folder resources

Prerequisite KnowledgePrerequisite Knowledge

Exchange 5.5 KnowledgeExchange 5.5 Knowledge Exchange 2003 KnowledgeExchange 2003 Knowledge Experience supporting NT 4.0 ServersExperience supporting NT 4.0 Servers Experience administering Active DirectoryExperience administering Active Directory

Level 200Level 200

AgendaAgenda

Exchange 2003 RequirementsExchange 2003 Requirements Exchange Deployment Tools Exchange Deployment Tools Directory SynchronizationDirectory Synchronization Moving Exchange ResourcesMoving Exchange Resources Cleaning Up Exchange OrganizationCleaning Up Exchange Organization

Exchange 2003 RequirementsExchange 2003 RequirementsExchange Deployment VisionExchange Deployment Vision

Improve deployment satisfactionImprove deployment satisfaction Provide prescriptive deployment guidance Provide prescriptive deployment guidance

for customersfor customers Provide the ability to validate setupProvide the ability to validate setup Remove deployment obstaclesRemove deployment obstacles

Exchange 2003 RequirementsExchange 2003 Requirements AD Requirements For ExchangeAD Requirements For Exchange Active Directory is requiredActive Directory is required

Complete AD deployment unnecessaryComplete AD deployment unnecessary Connectivity to Domain ControllerConnectivity to Domain Controller

Allows Exchange to read configurationAllows Exchange to read configuration DC in same Windows site will be usedDC in same Windows site will be used Windows 2000 SP3 or Windows 2003 DCsWindows 2000 SP3 or Windows 2003 DCs

Connectivity to Global CatalogsConnectivity to Global Catalogs For Exchange for address book and recipient For Exchange for address book and recipient

informationinformation GCs in same Windows site will be used GCs in same Windows site will be used

initiallyinitially GC requests are load balancedGC requests are load balanced 1 GC per every 4 Exchange Servers1 GC per every 4 Exchange Servers

Exchange 2003 RequirementsExchange 2003 Requirements Exchange and Windows 2003 ServerExchange and Windows 2003 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

Exchange 2003 RequirementsExchange 2003 Requirements Standard DeploymentStandard Deployment

Introduce 2003 Server into 5.5 OrganizationIntroduce 2003 Server into 5.5 Organization Use Active Directory Connector to connect 5.5 Use Active Directory Connector to connect 5.5

Organization to Active DirectoryOrganization to Active Directory Migrate Mailboxes to Exchange Server 2003Migrate Mailboxes to Exchange Server 2003 Remove Exchange 5.5 Servers & ADCRemove Exchange 5.5 Servers & ADC Raise Exchange Functional LevelRaise Exchange Functional Level

Exchange 5.5 Server Exchange Server 2003

Native Mode

ADC

Exchange 2003 RequirementsExchange 2003 Requirements External MigrationExternal Migration

Create a new Exchange OrganizationCreate a new Exchange Organization Reduce data to be migratedReduce data to be migrated Install the Active Directory ConnectorInstall the Active Directory Connector Run Migration WizardRun Migration Wizard Decommission Exchange 5.5 OrganizationDecommission Exchange 5.5 Organization

Exchange 5.5 Server Exchange Server 2003

ADC

Exchange 2003 RequirementsExchange 2003 Requirements Upgrade from Exchange 2000 ServerUpgrade from Exchange 2000 Server

Remove unsupported componentsRemove unsupported components Upgrade existing Exchange 2000 serversUpgrade existing Exchange 2000 servers Introduce new Exchange Server 2003 Introduce new Exchange Server 2003

serversservers

Exchange 2000 Server Exchange Server 2003

Exchange 5.5 RequirementsExchange 5.5 Requirements

Review Existing Exchange 5.5 OrganizationReview Existing Exchange 5.5 Organization

Review Existing NT UsersReview Existing NT Users

Create Trust between NT Domain and ADCreate Trust between NT Domain and AD

Assign Appropriate Rights to ExchangeAssign Appropriate Rights to Exchange

demonstrationdemonstration

AgendaAgenda

Exchange 2003 RequirementsExchange 2003 Requirements Exchange Deployment ToolsExchange Deployment Tools Directory SynchronizationDirectory Synchronization Moving Exchange ResourcesMoving Exchange Resources Cleaning Up Exchange OrganizationCleaning Up Exchange Organization

Exchange Deployment ToolsExchange Deployment ToolsAccessing the Deployment ToolsAccessing the Deployment Tools

Exchange Deployment ToolsExchange Deployment Tools Phase 1 - PlanningPhase 1 - Planning

Verify RequirementsVerify Requirements Run the DCDiag toolRun the DCDiag tool Run the NetDiag toolRun the NetDiag tool

Exchange Deployment ToolsExchange Deployment Tools Phase 2 – Preparing Active DirectoryPhase 2 – Preparing Active Directory

Run ForestPrepRun ForestPrep Run DomainPrepRun DomainPrep Run OrgPrepCheckRun OrgPrepCheck

Exchange 2003 Deployment ToolsExchange 2003 Deployment Tools

Exchange Deployment Tools and ChecklistsExchange Deployment Tools and Checklists

Prepare Active DirectoryPrepare Active Directory

demonstrationdemonstration

AgendaAgenda

Exchange 2003 RequirementsExchange 2003 Requirements Exchange Deployment ToolsExchange Deployment Tools Directory SynchronizationDirectory Synchronization Moving Exchange ResourcesMoving Exchange Resources Cleaning Up Exchange OrganizationCleaning Up Exchange Organization

Exchange 5.5 coexistence considerationsExchange 5.5 coexistence considerations Exchange Directory Service and Windows Exchange Directory Service and Windows

NT user accountsNT user accounts Active Directory user objects and Active Directory user objects and

directory synchronizationdirectory synchronization Populating Active DirectoryPopulating Active Directory

Upgrading existing user accountsUpgrading existing user accounts Using Active Directory Migration ToolUsing Active Directory Migration Tool

Directory SynchronizationDirectory Synchronization Active Directory ConsiderationsActive Directory Considerations

Directory SynchronizationDirectory Synchronization Active Directory ConnectorActive Directory Connector

What is the ADC for ?What is the ADC for ? Replication of objects between Exchange Replication of objects between Exchange

Directory and the Active DirectoryDirectory and the Active Directory

What does it do ?What does it do ? If it finds a matching object it keeps both in If it finds a matching object it keeps both in

syncsync If it doesn’t find a matching object it creates a If it doesn’t find a matching object it creates a

placeholder in the directoryplaceholder in the directory

Directory SynchronizationDirectory Synchronization ADC ArchitectureADC Architecture

Active Directory Connector Sites and ServicesActive Directory Connector Sites and Services

Recipient Connection AgreementRecipient Connection Agreement

ExchangeExchangeDirectoryDirectoryProviderProvider

MappingMappingEngineEngine

ActiveActiveDirectoryDirectoryProviderProvider

Replication EngineReplication Engine

ExchangeExchange5.55.5

ActiveActiveDirectoryDirectory

Public Folder Connection AgreementPublic Folder Connection Agreement

Configuration Connection AgreementConfiguration Connection Agreement

Directory SynchronizationDirectory Synchronization How Active Directory Connector WorksHow Active Directory Connector Works

Initial replicationInitial replication Detecting changes in Exchange directoryDetecting changes in Exchange directory Detecting changes in Active DirectoryDetecting changes in Active Directory Object class mapping and attributesObject class mapping and attributes Duplicate object detectionDuplicate object detection Schema discoverySchema discovery

Directory SynchronizationDirectory Synchronization

Populating Active Directory using ADMTPopulating Active Directory using ADMT

Installing and Configuring ADCInstalling and Configuring ADC

Mailbox Resource WizardMailbox Resource Wizard

Creating a Connection AgreementCreating a Connection Agreement

Verify SynchronizationVerify Synchronization

Start Exchange 2003 InstallationStart Exchange 2003 Installation

demonstrationdemonstration

AgendaAgenda

Exchange 2003 RequirementsExchange 2003 Requirements Directory SynchronizationDirectory Synchronization Exchange Deployment ToolsExchange Deployment Tools Moving Exchange ResourcesMoving Exchange Resources Cleaning Up Exchange OrganizationCleaning Up Exchange Organization

Moving Exchange ResourcesMoving Exchange ResourcesPost Installation StepsPost Installation Steps

Moving mailboxesMoving mailboxes Moving system and Public FoldersMoving system and Public Folders Optimizing memory usageOptimizing memory usage Using Internet Mail WizardUsing Internet Mail Wizard Configuring RPC over HTTPConfiguring RPC over HTTP Microsoft Security Notification ServiceMicrosoft Security Notification Service

www.microsoft.com/technet/securitywww.microsoft.com/technet/security/bulletin/notify.mspx/bulletin/notify.mspx

Moving Exchange ResourcesMoving Exchange ResourcesExchange Task WizardExchange Task Wizard

Migrating Exchange ResourcesMigrating Exchange Resources

Move MailboxesMove Mailboxes

Public Folder Migration ToolPublic Folder Migration Tool

demonstrationdemonstration

AgendaAgenda

Exchange 2003 RequirementsExchange 2003 Requirements Directory SynchronizationDirectory Synchronization Exchange Deployment ToolsExchange Deployment Tools Moving Exchange ResourcesMoving Exchange Resources Cleaning Up Exchange OrganizationCleaning Up Exchange Organization

Cleaning Up Exchange OrganizationCleaning Up Exchange OrganizationMixed and Native Mode ConsiderationsMixed and Native Mode Considerations

Reason for functionality modesReason for functionality modes Know when to switch modesKnow when to switch modes Disadvantages of mixed modeDisadvantages of mixed mode

Exchange 5.5 sites mapped to Admin groupsExchange 5.5 sites mapped to Admin groups Admin groups mapped to Exchange 5.5 sitesAdmin groups mapped to Exchange 5.5 sites Routing group membership relies on Admin Routing group membership relies on Admin

groupsgroups Cannot move servers between routing groupsCannot move servers between routing groups

Cleaning Up Exchange Organization Cleaning Up Exchange Organization Native Mode AdvantagesNative Mode Advantages

Query-based distribution groupsQuery-based distribution groups 8-bit MIME data transfers8-bit MIME data transfers Removes zombie access control entriesRemoves zombie access control entries Routing group flexibilityRouting group flexibility Move mailboxesMove mailboxes SMTP as the default routing protocolSMTP as the default routing protocol

Cleaning Up Exchange Cleaning Up Exchange OrganizationOrganization

Removing the last Exchange Removing the last Exchange

Switching Exchange to Native ModeSwitching Exchange to Native Mode

demonstrationdemonstration

Cleaning Up Exchange OrganizationCleaning Up Exchange OrganizationSite Consolidation Tools New in SP1Site Consolidation Tools New in SP1

Improved Mailbox Move WizardImproved Mailbox Move Wizard Exchange Profile Update ToolExchange Profile Update Tool Improved Public Folder Migration ToolImproved Public Folder Migration Tool Object Re-Home ToolObject Re-Home Tool

New York Headquarters

Portland

San Diego

Chicago

Seattle

Session SummarySession Summary

Active Directory and System Active Directory and System Requirements for Exchange Server 2003 Requirements for Exchange Server 2003 DeploymentDeployment

Exchange Organization Upgrade PathsExchange Organization Upgrade Paths Exchange Server 2003 Deployment Exchange Server 2003 Deployment

ToolsTools

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Additional resources to support this Additional resources to support this Session page can be found atSession page can be found atwww.microsoft.com/technet/tnt1-100www.microsoft.com/technet/tnt1-100

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