A few weeks ago my boss asked me to take a look at Microsoft Lync. Because he was interested in the Lync Client (formally Microsoft Communicator) for instant messaging.
Decent info is a bit thin on the net, and I don’t have the patience to read stupidly long PDF files. So to redress the balance I thought I would publish my findings below.
Solution
Note: The following procedure is carried out on Server 2008 R2 with Windows 7 Clients, on my VMware test network.
Walkthrough
I know a lot of people don’t like watching videos so heres my notes:
Pre-Requisites
1. Download and install, Microsoft Silverlight. (link)
2. IIS (Roles > Add Roles > Web Server IIS) > Next.
Also add:
i. ASP.NET
ii. Logging Tools
iii. Tracing
iv. Client Certificate Mapping Authentication.
v. Windows Authentication
vi. IIS Management Scripts and Tools
Next > Install > Finish.
3. RSAT Tools (Features > Add Features > Remote Server Administrative Tools > ADDS and LDS Tools) > Next > Install > Close > Select Yes to Reboot > Post Reboot Installation will continue > Close.
4. Have a Certification authority set up in your domain. OR a certificate ready for the Lync Server to import.
Install
1. Run Setup > It will ask to Install C++ let it do so.
2. Once it’s finished, It will ask for the install location > change if required > Install.
3. Accept the EULA > OK.
4. When the Deployment Wizard starts > Select “Prepare Active Directory”.
5. Prepare Schema > Run > Next > Finish.
6. Allow domain replication.
7. Prepare Current Forest > Run > Select Local Domain > Next > Finish.
8. Allow domain replication.
9. Prepare Domain > Run > Next > Finish.
10. When all are completed, add your administrators to the newly created AD group CSAdministrators > Then click “Back” to return to the main page of the Deployment Wizard.
11. Prepare First Standard Edition Server > Next > SQL Express will install > Finish.
12. Install Topology Builder > It installs very quickly and gets a green tick when complete.
13. Start > All Programs > Microsoft Lync Server 2010 > Lync Server Topology builder > When promoted select > New Topology > OK.
14. Save the topology as requested.
15. Under “Primary SIP Domain” > enter your domain name > Next.
16. Enter any additional domains if required > Next.
11. Give the site a name and description > Next.
12. Enter site details > Next > With the option to “Open the new front end wizard..” selected > Finish.
13. At the “Define a new front end pool” wizard > Next > Enter the FQDN of the server and select Standard Edition > Next.
14. Select features (Everything except PSTN, because I don’t have a PSTN gateway) > Next.
15. Choose to Collocate Mediation Server > Next.
16. Don’t add any further server roles > Next > Next.
17. Let it create a new share > Next.
(Note manually create the share and make sure it has appropriate permissions).
18. Set external URL if required > Next > we are not adding PSTN > Finish.
19. On the Topology Builder Select > Edit Properties > Central Management Server.
20. Add in the admin URL (Note: Make sure this resolves in DNS), and FQDN of the server > OK.
21. Select Publish Topology > Next > Next > Finish.
22. Re-launch or swap back to the Lync Server Deployment Wizard > Select Install or Update Lync Server System.
24. Run step one “Install Local Configuration Store” > Select “Retrieve directly…” > Next > Finish.
25. Run Step two “Setup or Remove Lync Server Components” > Next > (If you get a Prerequisite installation failed: Wmf2008R2 click the link) > Finish.
26. Run Step three “Request, Install, or Assign Certificates” > Request > Next > Send request immediately > Next.
27. Select your CA > Next > Next > Next.
28. Choose a friendly Name > Next.
29. Fill in your Organisation information > Next > Enter country > State and City > Next > Next > Next > Next > Next > Next > Finish. > Close.
30. Run Step 4 “Start Services” > Next > Finish.
31. Check the service status if you wish.
32. Close the deployment wizard.
Launch “Lync Server control Panel” and Configure
1. Launch the ” Lync Server Control Panel” > Log in with an admin account (created above at step 10).
2. Navigate to Users > Add.
3. Add in your users and assign them to your pool.
Post Install Tasks
1. You need to create a DNSSRV (Service Location) so the client can locate the Lync server:
i. service: _sipintenaltls
ii. Protocol: _tcp
iii. Port Number: 5061
iv. Host offering service: the FQDN of the Lync Server.
Install the ‘Lync Client’ on the client machines.
Related Articles, References, Credits, or External Links
I recently posted an article on Exchange 2003 to 2010 Transition, Only to be asked, “Can you do the same for Exchange 2007 to 2010?”, so here it is 🙂
Before we start, I’m aware “Migration”, “Swing Migration”, and “Transition” have three very different meanings, Depending on which KB, blog or piece of Microsoft documentation you are reading. Be under no illusions the terminology, used in the title and the tags on this page is to catch the web traffic of those, who have an Exchange 2007 Server and want to move all their Exchange, to Exchange 2010 server.
Solution
In this Example I’ve got an Exchange 2007 Server running on Server 2003 R2 x64. My new server will run Server 2008 with Exchange 2010.
Just for a “worst case scenario” I’ve put in some public folders and I’ve got some Outlook 2003 clients.
Step 1 – “Pre-Site Visit”
1. Make sure before you start, you have the Exchange 2010 media and unlock code, you don’t want to download the media on a site with a slow internet connection, (at time of writing the disk image is 1GB in size).
2. If your existing domain controllers are all x32, and you are also upgrading domain controllers, during the process, Then you will be extending the domain schema (i.e. it’s not 2003 R2 or 2008) then make sure you have x32 bit Windows media with you (Note: 2003 and 2008 R1 only, as 2008 R2 is all x64 bit).
3. You domain and forest functional levels need to be (at least) Windows Server 2003, before you start the migration.
4. Make sure any third party anti virus and/or mail scanning software is supported and will work on Exchange 2010, and you have the media and licences handy.
5. You will need to install on a x64 bit server, make sure you have a server capable, and Windows x64 bit media with licences.
6. Before you even think about going further make sure you have a good backup! If you are lucky enough to have VMware ESX, Hyper-V or another virtualisation platform, consider doing a P2V conversion on your Exchange 2007 server then simply turning the 2007 Server off, then if it all goes to hell in a hand cart simply turn the original server back on again.
6. While your thinking about backups – does your backup software support Exchange 2010? you might need a new Exchange agent, check with your software reseller.
Step 2 – “Pre Install”
1. Before you do anything, it’s time for a common sense check, make sure your existing Exchange 2007 Organisation is happy and running cleanly, and has good communication with the domain and DNS. Get in the event logs and make sure it’s a happy server.
Time spent on reconnaissance is seldom wasted!
2. Now you THINK Exchange is happy, it’s time to MAKE SURE, launch the Exchange 2007 Management Console and select Tools >Best Practice Analyser
Run a “Health check”, and an “Exchange 2007 Readiness check”. (At time of writing there is no 2010 option).
3. Make sure your Exchange 2007 server(s) is/are up to “Exchange 2007 Service Pack 2” (In fact get the latest Exchange update roll up after that as well to be on the safe side).
Build Numbers
Exchange 2007 RTM Version 8.0.685.24 OR 8.0.685.25 Exchange 2007 SP1 Version 8.1.(Build 240.6) Exchange 2007 SP2 Version 8.2 (Build 176.2) Exchange 2007 SP3 Version 8.3 (Build 83.6)
To find your Exchange 2007 service pack level compare your build number with the build numbers above. Note you may need to install Windows Installer 4.5 before you can install SP2, (this requires a reboot).
4. The brief says your Global Catalog server should be at at least Server 2003 SP2, however I’d be updating all the domain 2003 controllers to Service Pack 2. (Note: you need 381Mb free space on the system drive, plus 170MB additional free space to install SP2).
Locate the Global Catalog Server
Find the Service Pack Level
Step 3 – “Deploy Exchange 2010“
1. Build you new x64 bit Windows server and apply all the relevant updates and service packs etc. The new server needs the Office 2010 Filter Pack Installing.
2. You need to add certain roles to the new server before attempting to install Exchange 2010 you can script that though I prefer to do things myself. Start > Server Manger > Roles > Add Roles > Next > Select Web Server (IIS) > Next > Next.
3. On Role Services, under security > tick Basic Authentication > tick Windows Authentication > Tick Digest Authentication > Under Performance tick Dynamic Content Compression.
4. Under Management Tools > Select IIS6 Management Comparability > Next > Install > Close (when finished).
5. Now you need to add “Server Features”, primarily .Net Framework 3.5 that is in Server Manager > Features > Add Features > Expand .NET Framework 3.5.1 Features > Expand WCF Activation > tick HTTP Activation > Select to add Required Role Services.
6. Scroll down and below “Remote Server Administration Tools” > Role Administration Tools > Select “AD DS and AD LDS Tools” > Next > Next > Next > Install > Close (when finished) > You may be asked to reboot.
Note: If you are installing on a domain controller (Which is NOT recommended), the “AD DS and LDS tools” will already be installed.
7. Post reboot the process will finish.
8. You need to set the startup type of the “Net Tcp Port Sharing” service to automatic > Click start > Run > Services.msc {enter} > Locate the Net Tcp Port Sharing Service and set its startup type to automatic.
Note: If you don’t see this service then you probably didn’t complete the reboot in the previous step.
The following steps are not actually required (they should be done by the actual install), BUT, on more than one occasion I’ve seen the setup fail and I’ve had to run these commands manually, so not I do them as a matter of routine.
9. Open a command windows and either navigate to the folder containing the Exchange 2010 setup files (Or the DVD) and issue the following command:
[box] Setup.com /PrepareSchema [/box]
10. While still at command issue the following command:
[box] Setup.com /PrepareAD [/box]
11. While still at command issue the following command:
[box] Setup.com /PrepareDomain [/box]
10. Put in the Exchange 2010 DVD, or navigate the folder containing the setup files. Run setup.exe, If you are using the multi language version you should be at “Step 3: Choose Exchange Language option” > Select it. > Select Install Languages from DVD.
11. Select “Step 4: Install Microsoft Exchange” > Files will extract and setup will Start.
12. At the Introduction screen > Next.
13. Accept the EULA > Next.
14. No, we don’t want to do error reporting > Next > Select “Typical” > (If you installing with SP1 see the note below) > Next.
*****Update 18/03/11*****
If you are deploying Exchange 2010 with SP1 included, at this point select “Automatically install Windows Server roles and features required for Exchange Server”
15. If this is the only one, or it going to be your main “Bridgehead Server” then it will be internet facing > tick the box > enter your full domain name > Next
16. No we don’t want to join the CEIP > Next > Exchange will perform a series of readiness checks > when finished click Install.
17. When done, click Finish > And the Exchange Management Console will Launch > To enter the Product Key, select “Server Configuration > Select the server > Select Enter Product Key. Then either restart the Exchange information store service or reboot.
At this point don’t expect each server to show up in the others Exchange Management Console
Step 4 – “Configure and Migrate”
1. First I’m going to create a public folder database, and replicate the public folders form Exchange 2007 into it, Go to the Exchange Management console on the 2010 server. > Expand “Organisation Configuration > Mailbox > Database Management tab > “New Public Folder Database. > Give the database a a name and choose the NEW server to host it > Next > New > Finish.
Then you need to make the new public folder database, the default one for the mailbox database > right click the mailbox database > Properties > Client Settings > Browse > Select the new one > OK > Apply.
2. The next step is to set up a replica of your public folders in the new database, to do this use the Toolbox > Public Folder Management console.
3. Now Exchange 2010 has its own public folder database it connects to that by default, Right click “Public Folders” > Select “Connect to Server” > Browse to the OLD server.
4. Select > Default Public Folders > The public folders should show in the middle screen > Right click the first one and select properties > replication tab > Add > Add in the NEW server > OK > You can un-tick the “Use public folder data store replication schedule” and change the drop down to “Always run” if you wish > Apply > OK.
5. If you have any Outlook 2003 clients you need to replicate the “SCHEDULE+ FREE BUSY” public folder > This is under “System Public Folders” > Select it and you will see the folder in the centre view, create a replica on the NEW server as in the above step.
Replication is a LOT faster than it used to be, within a few hours it should be complete, occasionally it stalls, if that that happens right click “Public Folders” and select “Update-Hierarchy” or In the Exchange Management shell issue the following command.
6. At this point you need to change the SMTP feed from the old Exchange 2007 box to the new Exchange 2010 Server, how you do this depends on your network setup, some examples of how you might do this are,
i. Change the SMTP (TCP Port 25) Port redirect on your router/firewall address ii. Swap IP addresses from the old to the new server. iii. Change the translation from public to private IP address to point to the new IP.
Note: If you have any mail scanning servers, anti spam hardware devices etc, then they will also need changing to point to the new server.
7. You will need to add the NEW server to the exchange organisations send connector, from within the Exchange Management Console > Organisation Configuration > Hub Transport > Send Connectors > Right click your send connector (yours may have a different name) > Properties > Source Server > Add > Add in the NEW server > Apply.
Then test mail flow works once again, this time through the new server.
8. Now you can start moving mailboxes from the old server to the new one, what I tend to do is move one mailbox, test mail flow outbound/inbound, then test mail flow internally from the mailbox I’ve just moved, to a mailbox that’s still on the old server. Once I’ve proved this works I will move the rest of the mailbox’s.
To move a mailbox, open the exchange 2010 management console, expand “Recipient Configuration” > Select Mailbox > You should see all the mailbox’s listed > Right click the mailbox you want to move > Select “New Local Move Request”.
At the introduction screen, hit the browse button and select your new servers data store > Next > Next > New > Finish.
Once you have moved one and tested, it you can move the rest of the mailbox’s.
Note: Outlook 2003 cannot connect to Exchange 2010, you need to turn on encryption before it will work. In Outlook Tools >Email Accounts > View or Change > Select the Exchange account > Change > More Settings > Security > Tick “Encrypt data between Microsoft Office Outlook and Microsoft Exchange Server > Apply > Restart Outlook.
To disable Encryption for ALL Exchange 2010 connections
Issue the following PowerShell command in the Exchange 2010 Management Shell.
9. Next task is to change the server responsible for generating the offline address book. On the Exchange 2010 server Exchange Management Console, Expand “Organization Configuration” > Mailbox > Select the “Offline Address Book” tab > Right click the Default Offline address book and select “Move” > Browse > Select the new server > OK > Move > Finish.
10. Now you will need to change your backups to include the new data stores. Your backup software will probably require you install the Microsoft Exchange Server MAPI Client and Collaboration Data Objects before it can back up the data stores correctly, before you install the backup agents (ARCserve and Symantec Backup Exec for example). Download the CDO Objects.
11. Be aware: some AV software (McAfee for example) likes to block TCP port 25 (SMTP), this is not good on an Exchange server! don’t forget to disable this feature or you may have mail flow issues.
12. Still on the subject of AV, Make sure the folders that contain the Exchange Databases and Logs are EXCLUDED from the AV scans. (If not. your Exchange Server can break if your AV decides to quarantine a log file for example). You should have Exchange aware Backup solutions anyway, e.g. McAfee GroupShield, Trend ScanMail, etc.
Step 5 – “Do Nothing“
1. Now I would wait, If you have any Outlook 2003 clients they will need to log on and get redirected to the new exchange server for their mail – this happens seamlessly in the background as long as the old server is still on, (though I have seen it fail and need to be manually changed on a handful of client machines).
Note: By
Step 6 – “Decommission and remove Exchange 2007”
1. First check your Public folders are in sync. Connect to each server and compare the size and item count, don’t forget to also check the SHEDULE+ FREE/BUSY folder if you set that to replicate.
Remove the replicas from the original server.
2. Now I would delete the mailbox database(s) from the old server.
or in EXTREME situations (sometimes it refuses to delete no matter what you do) run ADSIedit and remove it from CN=Configuration,CN=Services, CN=Microsoft Exchange, CN={organisation name i.e First Organisation}, CN=Administrative Groups, CN={Administrative Group name}, CN=Servers, CN={servername}, CN=Information Store, CN={Storage Group Name}, CN={Public Folder Database Name} THEN REBOOT
3. You now need to remove the old server from the source server list on the organisation send connector.
4. In control panel go to add remove programs and select Exchange Server 2007 > Next > Untick all the roles > Untick Management Tools > Next.
The server will run thorough its readiness checks > Uninstall > Finish.
Before we start, I’m aware “Migration”, “Swing Migration”, and “Transition” have three very different meanings, depending on which KB, blog or piece of Microsoft documentation you are reading. Be under no illusions the terminology used in the title and the tags on this page, are to catch the web searches of those who have an Exchange 2003 Server and want to move all their Exchange, to Exchange 2010 server.
There are a lot of people who held out on the upgrade to Exchange 2007, and those people will now be looking to jump straight to Exchange 2010. Unfortunately you can’t just “Pop in the DVD” and let it upgrade. In fact there is no direct upgrade, you need to perform what Microsoft calls a “Transition” to Exchange 2010.
This means you prepare your existing Windows domain and Exchange Organisation, to let Exchange 2010 exist, then you build an Exchange 2010 server, migrate your data into it, and finally remove your original Exchange 2003 server.
Solution
Assumptions:
In this example I’ve got an existing Exchange 2003 environment running on Windows 2003. I’m putting in Exchange 2010 onto a new server running Server 2008 R2. Post install the NEW server will hold client access, mailbox, and hub transport roles.
Exchange 2003 to 2010 Licensing Requirements
Unless you have Microsoft “Software Assurance” you cannot simply upgrade to 2010 for free. You will need to buy the Exchange 2010 Base product (Server Licenses come in two flavours, Enterprise or Standard) and you will need aCAL for each client that will access Exchange. Exchange CAL’s also come in two flavours, Standard and Enterprise (For most people standard is fine, enterprise lets you use archiving and unified messaging. Enterprise CAL’s are an “Add On” you need a standard CAL AS WELL, though you can mix and match, i.e. Have 100 Standard and 50 enterprise CAL’s, (so you have 100 people connecting, but only 50 of then need the enterprise features).
You may wish to look at an “Open Value Agreement”, which lets you pay the cost over a three year term.
Note: An Enterprise CAL is NOT just for Exchange Enterprise 2010 and a Standard CAL is NOT just for Exchange Standard, this is a common mistake.
Note2: To use the archiving feature of the enterprise CAL, you need to have a licensed copy of Outlook 2010 on the client.
Warning: Exchange 2003 let you run a licensed copy of Microsoft Outlook for each client, this was dropped (with Exchange 2007). If you are upgrading Exchange from 2003 to 2010, and have your Outlook licensed like this you will NEED TO PURCHASE licenses for each clients copy of Outlook.
Step 1 – “Pre-Site Visit”
1. Make sure, before you start, that you have the Exchange 2010 media and unlock code, you don’t want to download the media on a site with a slow internet connection, (at time of writing the disk image is 1GB in size).
2. If your existing servers are all x32, and you are also upgrading domain controllers, during the process you will be extending the domain schema (i.e. it’s not 2003 R2) then make sure you have x32 bit Windows media with you.
3. Make sure any third party anti virus and/or mail scanning software is supported and will work on Exchange 2010, and you have the media and licenses handy.
4. You will need to install on a x64 bit server, make sure you have a server capable, and Windows x64 bit media with licenses.
5. You will need your Exchange 2003 CD, it’s fond of asking for it during the uninstall process.
6. Before you even think about going further make sure you have a good backup! If you are lucky enough to have VMware ESX, Hyper-V or another virtualisation platform, consider doing a P2V conversion on your Exchange 2003 server then simply turning the 2003 Server off, then if it all goes to hell in a hand cart simply turn the original server back on again.
7. While your thinking about backups – does your backup software support Exchange 2010? you might need a new Exchange agent, check with your software re seller.
Step 2 – “Pre Install”
1. Before you do anything, it’s time for a common sense check, make sure your existing Exchange 2003 Organisation is happy and running cleanly, and has good communication with the domain and DNS. Get in the event logs and make sure its a happy server.
Time spent on reconnaissance is seldom wasted!
2. Make sure your Exchange 2003 server(s) is/are up to “Exchange 2003 Service Pack 2” (In fact get the latest Exchange update roll up after that as well to be on the safe side).
Note: Update 07/01/15: Ensure if you use ActiveSync, that you install this hotfix on the 2003 server. (Yes it says for Exchange 2007 co-existence, but it’s relevant to Exchange 2010 upgrades as well).
Exchange 2003 Build Numbers
Microsoft Exchange Server 2003 6.5.6944 October 2003 Microsoft Exchange Server 2003 SP1 6.5.7226 May 2004 Microsoft Exchange Server 2003 SP2 6.5.7638 October 2005
If it looks like this, your onto a winner;
3. The brief says your Global Catalog server should be at at least Server 2003 SP2, however I’d be updating all the domain controllers to Service Pack 2. (Note: you need 381Mb free space on the system drive, plus 170MB additional free space to install SP2).
Locate the Global Catalog Server
Find the Service Pack Level
4. The domain functional level needs to be at “Windows Server 2003”. When done, leave enough time for it to replicate to all domain controllers in the domain.
5. Now the forest functional level needs raising to “Windows Server 2003”. When done leave enough time to replicate across the entire forest.
6. Now you need to put your existing Exchange organisation into “Native Mode”.
Multiple Exchange 2003 Servers Note:
7. If you have multiple Exchange 2003 Servers with routing groups you need to suppress link states, on EVERY Exchange 2003 server, Start > Run > regedit {enter} > Navigate to Locate HKEY_LOCAL_MACHINESystemCurrentControlSetServicesRESvcParameters > Right Click > New DWORD > Call it SuppressStateChanges. > Set its value to 1 >Then either reboot or restart the Simple Mail Transfer Protocol (SMTP) service, the Microsoft Exchange Routing Engine service, and the Microsoft Exchange MTA Stacks services.
8. At this point I would apply the “cup of coffee” rule, then check the domain controllers event logs and the event log on the Exchange 2003 box make sure everything is running smoothly.
9. Now you THINK Exchange is happy, it’s time to MAKE SURE download and then run the Microsoft Exchange Pre-Deployment Analyser (ExPDA).
9. Continue to run and fix any problems it reports. Note: If you use a smart host, you may see the following warning,
SMTP is configured to route all messages to a smart host.
You may have some mail routing issues if you leave your smart host configured (it’s set on the Virtual SMTP server on the Exchange 2003 Server (or on your SMTP connector if you have one in routing groups)). Remove it for now, and add it back to the 2010 Send connector later.
Step 3 – “Deploy Exchange 2010“
1. Build your new server and apply all the latest service packs and updates. Join it to the domain, and log in with a user account that is a member of the Schema Admin’s group, before proceeding you need to install the Office 2010 filter pack on the new server CLICK HERE.
Warning: Never disable IPv6 on an Exchange 2010 Server! Make sure it’s installed before proceeding.
2. You need to add certain roles to the new server before attempting to install Exchange 2010 you can script that though I prefer to do things myself. Start > Server Manger > Roles > Add Roles > Next > Select Web Server (IIS) > Next > Next.
3. On Role Services, under security > tick Basic Authentication > tick Windows Authentication > Tick Digest Authentication > Under Performance tick Dynamic Content compression.
4. Under Management Tools > Select IIS6 Management Comparability > Next > Install > Close (when finished).
5. Now you need to add “Server Features”, primarily .Net Framework 3.5 that is in Server Manager > Features > Add Features > Expand .NET Framework 3.5.1 Features > Expand WCF Activation > tick HTTP Activation > Select to add Required Role Services.
6. Scroll down and below “Remote Server Administration Tools” > Role Administration Tools > Select “AD DS and AD LDS Tools” > Next > Next > Next > Install > Close (when finished) > You may be asked to reboot.
The next step cannot be carried out unless you have rebooted.
7. You need to set the startup type of the “Net Tcp Port Sharing” service to automatic > Click start > Run > Services.msc {enter} > Locate the Net Tcp Port Sharing Service and set its startup type to automatic.
8. Put in the Exchange 2010 DVD, run setup.exe. If you are using the multi language version you should be at “Step 3: Choose Exchange Language option” > Select it. > Select Install Languages from DVD.
9. Select “Step 4: Install Microsoft Exchange” > Files will extract and setup will Start.
12. No, we don’t want to do error reporting > Next > Select “Typical” > (If you’re installing with SP1 see the note below) > Next.
*****Update 18/03/11*****
If you are deploying Exchange 2010 with SP1 included, at this point select “Automatically install Windows Server roles and features required for Exchange Server”
13. If this is the only one, or it going to be your main “Bridgehead Server” then it will be internet facing > tick the box > enter your domain name > Next
14. At this point you select your existing Exchange 2003 Server > Browse to it > Select it > Next > No we don’t want to join the CEIP > Next.
15. Exchange will perform its readiness checks, it will probably give you a couple of warnings, the first one is telling you (once ran) you can’t have an Exchange 2007 server in the domain, and the other it telling you to replicate free/busy data if you have Outlook 2003 clients. (We will sort that out later). > Click Install.
16. When done click Finish.
17. The Exchange management console will open, to enter the Product Key, select “Server Configuration > Select the server > Select Enter Product Key. Then either restart the exchange information store service or reboot.
Note: You will notice that, if you look in the Exchange 2003 Management Console you now have an extra administrative group (Called FYDIBOHF23SPDLT – that’s geek humor, roll each letter and number back one).
Step 4 – “Configure and Migrate”
1. Your new server will have one mailbox database and one Public folder database, you can change their paths, if you want to move them onto faster drives, or other volumes. Select “Organisation Configuration” > Mailbox > You can right click each data store and move it if required. Note: You can also set up local continuous replication here as well.
2. Now Its time to make sure nothing is broken, go to the existing Exchange 2003 Server and check mail flow inbound and outbound.
3. Do you have any clients running Outlook 2003 or earlier? If you do remember the warning we saw earlier?
Warning: If Microsoft Outlook/Office 2003 is in use, you should replicate the free/busy folder on this server to every other free/busy server in the organization. This step should be performed once setup completes.
Well now, lets assume we do have Outlook 2003, this means calendar scheduling is done from a public folder (called the SCHEDULE+ FREE BUSY folder) this public folder needs to be replicated to our new server, or calendaring and scheduling will break. Note: If your clients are Outlook 2007 or above then skip this step – those clients use the auto discover service instead.
On the Exchange 2003 Server Open Exchange Management > Locate the Public folders > Change the view to “System Folders”.
Then expand the “SCHEDULE+ FREE BUSY” folder and locate the folder that has the same name as your OLD administrative group (i.e. NOT the one with FYDIBOHF23SPDLT in it). right click it and select properties.
Then on the replication tab, add in the NEW Exchange servers “Public Folder Database”.
Once you have it added, set the replication.
4. Do you use Public Folders? If not skip to the next step, if you do you will need to replicate them to the new server. If you have just completed the step above the procedure is the same. On the Exchange 2003 Server, open Exchange System Manager> Locate the Public folders > If you cannot see your public folders, change the view to “View Public Folders”.
Select each one of your public folders, go to its properties and add in the New Exchange 2010 Server as a replication partner.
Note: If you have a lot of “Nested Public folders” then this can take ages, click here
Note: If mail cannot flow from 2003 to 2010 then the public folders will NEVER replicate make sure that works before expecting the folders to replicate OK. If it does skip to number 5.
Mail will not flow between Exchange 2003 and Exchange 2010
This happens a lot! The quickest and simplest way to fix it, is to delete and re-create the routing group connector between the Exchange 2003 and Exchange 2010 server. Execute the following four commands in the Exchange Management Shell. (Just insert your server names).
Note: If replication fails and you recieve an Event ID 1020
The store driver couldn’t deliver the public folder replication message “Backfill Request (SMTP Address)” because the following error occurred: Property: [0x3ff00102] , PropertyErrorCode: UnknownError, PropertyErrorDescription: 0x80040107.
Then go to Microsoft KB2855083
5. At this point you need to change the SMTP feed from the old Exchange 2003 box to the new Exchange 2010 Server, how you do this depends on your network setup, some examples of how you might do this are,
i. Change the SMTP (TCP Port 25) Port redirect on your router/firewall address ii. Swap IP addresses from the old to the new server. iii. Change the translation from public to private IP address to point to the new IP.
Note: If you have any mail scanning servers, anti spam hardware devices etc, then they will also need changing to point to the new server.
6. Once the SMTP Feed has swapped across, inbound mail may fail and return the following error,
EX2010.domaina.com #530 5.7.1 Client was not authenticated ##
To fix that you will need to allow anonymous access on the servers default receive connector.
You may also find outbound mail will fail and sit on the outbound queue with the following error,
A matching connector cannot be found to route the external recipient
To fix that you will need to create a “Send Connector”. Launch the Exchange 2010 Management Console > Organization Configuration > Hub Transport > Send Connectors > New Send Connector.
Give the new connector a name > Under “Select intended use for this send connector”, select “Internet” > Add >Set the address space to a single asterisk > Select “Include all sub domains” > OK > Next > Enter a smart host (if you use one, or you removed it earlier) > Next > Next > New > Finish.
Then test mail flow works once again, this time through the new server.
7. Now you can start moving mailboxes from the old server to the new one. What I tend to do is move one mailbox, test mail flow outbound/inbound, then test mail flow internally from the mailbox I’ve just moved, to a mailboxes that’s still on the old server. Once I’ve proved this works I will move the rest of the mailbox’s.
To move a mailbox, open the exchange 2010 management console, expand “Recipient Configuration” > Select Mailbox > You should see all the mailbox’s listed > Right click the mailbox you want to move > Select “New Local Move Request”.
At the introduction screen, hit the browse button and select your new servers data store > Next > Next > New > Finish.
Once you have moved one and tested it you can move the rest of the mailboxes.
8. Next task is to change the server responsible for generating the offline address book. On the Exchange 2010 server Exchange Management Console, Expand “Organization Configuration” > Mailbox > Select the “Offline Address Book” tab > Right click the Default Offline address book and select “Move” > Browse > Select the new server > OK > Move > Finish.
9. The old Exchange server relies on the recipient update service, the new server does not. If you try and edit your address policy with the Exchange 2010 console you will see this error,
“The specified e-mail address policy couldn’t be edited. E-mail address policies created with legacy versions of Exchange must be upgraded using the ‘Set-EmailAddressPolicy’ task, with the Exchange 2010 Recipient Filter specified.”
Unfortunately this can not be fixed in the management console, you need to issue some powershell commands to fix it. Click Start > All Programs > Microsoft Exchange Server 2010 > Exchange Management Shell.
Issue the following command,
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Get-EmailAddressPolicy | where {$_.RecipientFilterType –eq “Legacy”} | Set-EmailAddressPolicy –IncludedRecipients AllRecipients
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Once executed you need to press “Y” to accept.
Note: You may have multiple recipient policies in operation, they will all need upgrading.
Note2: If you get an error along the lines of “Mailbox manager settings cannot be managed by the current version of Exchange Management Console” Click here.
10. While we still have the “Management Shell” window open we need to update our “Address Lists” as well to do that issue the following 5 commands one by one.
11. At this point locate the directories that hold your new Exchange databases and logs, and MAKE SURE that these folders have been excluded from your normal AV scanning. AV has a habit of quarantining Exchange log files and breaking the database – this is easy to fix when the stores won’t mount but it’s not good!
Step 5 – “Do Nothing“
Seriously, now you need to wait, before you can proceed all the public folders need to have replicated to the new server, in some cases this can take days, as a general rule of thumb, at this point I would wait 1 week before proceeding to decommission the Exchange 2003 server, this allows for both public folder replication, and any head slapping “Doh! we forgot to {insert random forgotten thing here}”.
Also in this time, any clients running Outlook (Pre 2007) can log in, and will get their Outlook profile automatically updated to point to the migrated mailbox on the new Exchange 2010 server.
Step 6 – “Decommission and remove Exchange 2003”
1. Lets check our public folders, this one is in sync.
And then switch to system folders (See here if you forgot how to swap the view). If you see the status as “Local Modified” or “Remote Modified” then check the item count on the folders to make sure they have the same item count (Select the status column).
2. Once you are happy you can remove the replica that is on the Exchange 2003, > Properties > Replication > Select the 2003 Server > Remove > Apply.
4. Remember when you installed Exchange 2010 it created a new administrative group in your Exchange 2003 organisation? (The FYDIBOHF23SPDLT one). It did this to connect to the existing organisation, and it created some routing group connectors, you now need to remove them.
5. Even though Exchange 2010 does not use the recipient update service, you need to tell Exchange 2003 that it does, because you can’t remove Exchange 2003 from a server that thinks it is providing Recipient Update Services. Launch the “Exchange System Manager” > Expand recipients > Select Recipient Update Services > Right click each one and change the server name to the new Exchange 2010 server. Do this for EVERY policy.
Note: With Exchange 2010 (post SP1) This May Not Work!
So that you can gracefully remove Exchange 2003, The Recipient Update Services needs to be removed first. If you cannot gracefully remove it (as above). Then you will need to Manually Remove it from Active Directory. To do this run ADSIEdit.msc (On Server 2003 you will need the support tools installing first). Then navigate to;
Then delete the entries in the right hand window.
6. Have a quick common sense check! Are you sure everything is OUT of your Exchange 2003 Databases? If so, delete your stores from Exchange 2003 > you will need to dismount them first > Repeat for all private databases.
7. Finally you can now go to “Add or Remove Programs” and remove Exchange 2003. (Change the action type to “Remove”). Note: You may be asked to insert the Exchange 2003 install media.
When done reboot the server.
Step 7 – “Finish up“
1. Now you may need to change your backups to include the new data stores. Your backup software may require you install the Microsoft Exchange Server MAPI Client and Collaboration Data Objects, before you install the backup agents (ARCserve and Symantec Backup Exec for example).
2. If you have any links to “Outlook Web Access” (i.e. on your public website or in Share point, they will need the URL’s changing from https://server/exchange to https://server/owa if you would like to redirect http to https see the following article,
3. Be aware: some AV software (McAfee for example) likes to block TCP port 25 (SMTP), this is not good on an Exchange server! Don’t forget to disable this feature or you may have mail flow issues.
4. You may get some support calls like “internal user A cannot send an email to internal user B” if that happens check that they are NOT using the automatically remembered email facility in Outlook. This stores previously typed email addresses in a local file called an NK2 file (or nicknames file), but it stores internal addresses like this…
Those paths no longer exist, get then to pick the name from the “Global Address List” instead, or if they are really persist ant you can add a line to the login script that deletes the .nk2 file.
5. ActiveSync problem on migrated users. You may find there is a problem with some migrated users unable to use ActiveSync, if that is the case see the following link.
Thanks to Rick Faria, who both pulled me up on my shoddy technical terminology, and asked,
The only thing I don’t see in your article and actually the thing that seems to be the most involved is dealing with trying to move over your Exchange 2003 SSL cert for OWA or if your renewal is close taking care of that with a new one. You don’t really mention that process.
Related Articles, References, Credits, or External Links
Thanks to Mark V for the hotfix to 2003 update. Thanks to Rasmus Haslund for the feedback. Thanks to Dave Pape for the feedback Thanks to Jay Malone for the “Removing RUS information” Thanks to Shane Brath for the feedback and suggestions. Original Article written: 11/10/12
7. Description = the connection a simple name > Server = Either the IP address or public name of the firewall > Account > Your username.
8. Group Name = Is the VPN group configured on the firewall > Secret = Is the shared secret for this Group Name.
Where do you get this information from? Basically from your IT department, they can find out by issuing a “more system:running-config” command on the firewall