Transition from Exchange 2010 to Exchange 2013 Step by Step

Exchange Server 2013 Step by Step 

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You have the following infrastructure operational and functioning as desired.

  1. Domain Controller
  2. Certificate Authority
  3. Exchange Server 2010 SP2 DAG
  4. FF TMG 2010 SP2

Current Exchange Version:



  1. Windows Server 2012 installed on computers which will house Exchange Server 2013.
  2. Windows Media Foundation. Use Add Roles and features Wizard to install Media Foundation on Windows Serer 2012.
  3. Download Exchange 2010 SP3
  4. Cumulative Update 1 for Exchange Server 2013

Step1: Perform a Server Switch Over for a Exchange 2010 SP2 DAG Member

Before you upgrade Exchange Server 2010 SP2 to Exchange 2010 SP3, you must perform a server switch over if you have Exchange DAG. You need to be assigned permissions before you can perform this procedure. use Exchange Management Shell and Run the following Command.

Move-ActiveMailboxDatabase -Server EXCHMBXSRV01 -ActivateOnServer EXCHMBXSRV02

Step2: Install Service Pack 3 on Exchange Server 2010 SP2

Download and Extract Exchange Server 2010 SP3 on the DAG member where you want run the Exchange 2010 Sp3 installer. Now follow the screen shot and upgrade Exchange Server 2010 SP2 to Exchange Server 2010 SP3.


you will be prompted for an warning which is A transient communication failure causes a Windows Server 2008 R2 failover cluster to stop working. Ignore the warning and continue. Once SP3 installed. Check the version which is as follows.


Repeat the step 2 in all Exchange Server in your Exchange Organization.

Step3: Prepare Windows Server 2012

Download Windows Server 2012 and install the following prerequisites on Windows Server 2012.

Windows Media Foundation. Use Add Roles and features Wizard to install Media Foundation on Windows Serer 2012.

Microsoft Unified Communications Managed API 4.0, Core Runtime 64-bit

Microsoft Office 2010 Filter Pack 64 bit

Microsoft Office 2010 Filter Pack SP1 64 bit

Exchange 2013 setup automatically install features required by Exchange. Alternatively you can use the following PowerShell Command to install all the features at that same time. A reboot is required after installing features.

Step4: Prepare Active Directory and Active Directory Schema

Run the following command to prepare AD Schema and Active Directory.

setup /PrepareSchema /IAcceptExchangeServerLicenseTerms


setup /PrepareAD /OrganizationName:<organization name> /IAcceptExchangeServerLicenseTerms

since we already have an Exchange Organization, we don’t need to type Organization again. the following command is enough to prepare Active Directory.  setup /PrepareAD /IAcceptExchangeServerLicenseTerms


Step5: Install CU1 for Exchange Server 2013

Log on to the computer on which you want to install Exchange 2013. After you have downloaded Exchange 2013 CU1, Copy Exchange-X64.exe file into Windows Server 2012 where you want to install Exchange Server 2013 . Extract the installer by double clicking the Exchange-x64.exe installer.

  1. On the Check for Updates page, Select Don’t check for updates right now, you can download and install updates manually later. We recommend that you download and install updates now. Click Next to continue. at this stage setup will copy the content and initialize installer.
  2. The Introduction page begins the process of installing Exchange into your organization. Click Next to continue.
  3. On the License Agreement page, Select I accept the terms in the license agreement, and then click Next.
  4. On the Recommended settings page, select whether you want to use the recommended settings. If you select Use recommended settings, click Next.
  5. On the Server Role Selection page, select both Mailbox role and Client Access role. Select Automatically install Windows Server roles and features that are required to install Exchange Server to have the Setup wizard install required Windows prerequisites. You may need to reboot the computer to complete the installation of some Windows features.  Click Next to continue.
  6. On the Installation Space and Location page, either accept the default installation location or click Browse to choose a new location. Make sure that you have enough disk space available in the location where you want to install Exchange. Click Next to continue.
  7. On the Malware Protection Settings page, choose keep it enabled. Click Next to continue.
  8. On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. Reboot the server from Server Manager>All Servers>Right Click on Server>Click Shutdown Local Server, Select Reboot, Click Ok.
  9. Be sure to also review any warnings that are reported. If all readiness checks have completed successfully, click Install to install Exchange 2013.
  10. On the Completion page, click Finish.
  11. Restart the computer after Exchange 2013 has completed.

On a co-existence scenario if you type https://FQDN of Client Access Server/ecp you will see only Mailboxes.image

If you type https://FQDN of Client Access Server/ecp?ExchClientVer=15  on internet explorer you will see detailed Exchange Administration Center. 


Step6: Install Certificates on Exchange Server 2013 CAS Server(s)

Step7: Configure Outlook Web Access in Exchange 2013

Step8: Configure Send/Receive Connector

Open Exchange Administration Center using https://FQDN of Client Access Server/ecp?ExchClientVer=15 url. Create new Send Connector using this procedure.

  1. In the EAC, navigate to Mail flow > Send connectors, and then click Add Add Icon.
  2. In the New send connector wizard, specify a name for the send connector and then select Internet for the Type. Click Next.
  3. Verify that MX record associated with recipient domain is selected, which specifies that the connector uses the domain name system (DNS) to route mail. Click Next.
  4. Under Address space, click Add Add Icon. In the Add domain window, make sure SMTP is listed as the Type. For Fully Qualified Domain Name (FQDN), enter *, which indicates that this send connector applies to messages addressed to any domain. Click Save.
  5. Make sure Scoped send connector is not selected and then click Next.
  6. For Source server, click Add Add Icon. In the Select a server window, select a Mailbox server that will be used to send mail to the Internet via the Client Access server and click Add Add Icon. After you’ve selected the server, click Add Add Icon. Click OK.
  7. Click Finish.


New-SendConnector –Internet –Name MysendConnector –AddressSpace

Similarly you can use New-ReceiveConnector Cmdlet to create receive connector.

Step9: Test Internal/External Mail Flow using new Send Connector

Open internet explorer and type Https://FQDN of CAS Server/OWA  Log on to OWA using domain nameusername and password and check email

Step10: Migrate Mailboxes, DL, Public Folder from Exchange 2010 to Exchange 2013

Before you start migrating Exchange mailboxes, se the Exchange Management Console to enable circular logging otherwise a large log will be generated when migrating mailboxes.  you can enable circular logging in all mailbox database using the following power shell command

Get-MailboxDatabase | Set-MailboxDatabase –circularloggingenabled $true

Set-StorageGroup -Identity “First Storage Group” -CircularLoggingEnabled $true

Open Exchange Administration Center using https://FQDN of Client Access Server/ecp?ExchClientVer=15 url, In the EAC, navigate to Recipients > Migration, and then click Add Add Icon.


In the New local mailbox move wizard, select the user you want to move click OK and then click Next.


On the Move configuration page, specify a name for the new batch. Select which options you want for the archive mailbox, and mailbox database location and click New. follow the screen to complete migration.




To migrate entire mailboxes from an existing Exchange 2010 DAG to new Exchange 2013 DAG using Exchange Management Shell in Exchange Server 2013 and run the following cmdlets.

Get-Mailbox -Database Manager-DB01 | New-MoveRequest -TargetDatabase Manager-DB02 -BatchName “DB01toDB02”

To find out more about New-MoveRequest cmdlet type Get-Help New-MoveRequest –Example or visit Move and Migration Cmdlets 

Step11: Publish Exchange OWA to External Clients

Step12: Migrate Public Folder.

Step13: Migrate Exchange UM

Step14: Retire Exchange Server 2010

A detailed migration steps are available in this book.

Exchange Server 2013 Step by Step 

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About Raihan Al-Beruni

My Name is Raihan Al-Beruni. I am working as an Infrastructure Architect in Data Center Technologies in Perth, Western Australia. I have been working on Microsoft technologies for more than 15 years. Other than Microsoft technologies I also work on Citrix validated solution and VMware data center virtualization technologies. I have a Masters degree in E-Commerce. I am certified in Microsoft, VMware, ITIL and EMC. My core focus is on cloud technologies. In my blog I share my knowledge and experience to enrich information technology community as a whole. I hope my contribution through this blog will help someone who wants more information on data center technologies.
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