Exchange 2013 Upgrade, Migration and Co-existence

Migration Guide

Exchange 2007/2010 to Exchange 2013 Migration Step by Step Guide

How to Configure Unified Messaging in Exchange 2013 Step by Step

Mail flow in Exchange 2013

Source: Microsoft TechNet

Source: Microsoft TechNet

Protocol	Exchange 2007 & Exchange 2013	Exchange 2007 & Exchange 2013
Namespace	legacy.domain.com	no additional namespace
OWA	Non-silent redirection to legacy.domain.com	Proxy to CAS2010 Silent direction
EAS	Proxy to MBX2013	Proxy to CAS2010
Outlook Anywhere	Proxy to CAS2007	Proxy to CAS2010
Autodiscover	Redirect to CAS2007	Proxy to CAS2010
EWS	Autodiscover	Proxy to CAS2010
POP/IMAP	Redirect to CAS2007	Proxy to CAS2010
OAB	Redirect to CAS2007	Proxy to CAS2010
RPS	N/A	Proxy to CAS2010
ECP	N/A	Proxy to CAS2010

Exchange 2013 Perquisites

Supported Co-existence Scenario

• Exchange 2010 SP3
• Exchange 2007 SP3+RU10

Supported Client

• Outlook Anywhere Only, Outlook 2007 or later
• Outlook for Mac 2011
• Entourage 2008 for Mac

Active Directory

• Windows 2003 Forest Functional Level or higher
• At least one global catalog. two global catalog is highly recommended for redundancy purpose
• No support for RODC or ROGC

Namespace

• Contiguous
• Non-Contiguous
• Single level Domain
• disjoint

Operating Systems

• Windows Server 2008 R2 SP1
• Windows Server 2012 or Windows Server 2012 R2

Other Components

• Internet Information Service (IIS)
• .Net Framework 4.5
• Unified Communication Managed API

Cumulative Updates

• CU is a full exchange installer or binary
• Required for co-existence with Exchange 2007/2010

Upgrade from Exchange 2010 to Exchange 2013

1. Prepare

• Prepare Exchange 2010 with SP3
• Test Exchange using Test cmdlets
• Test Active Directory health status
• Prepare Active Directory Schema using Exchange 2013 schema

2. Deploy Exchange 2013

• Install both Exchange 2013 MBX and CAS servers
• Install Management Server on admin PC

3. Obtain and deploy Certificates

• Create Certificate CSR from Exchange 2013
• Sign the certificate from public CA
• Install Certificate and assign certificate to IIS,SMTP,POP,IMAP

OR

• Export certificate from Exchange 2010 and import into Exchange 2013

4. Configure Mail flow

• Create mail and autodiscover namespace and point to Exchange 2013
• Add Exchange 2013 MBX server into Send Connector
• Configure Frontend receive connector
• Create anonymous relay

5. Switch Primary Name Space

• Switch OWA, ActiveSync and SMTP traffic to Exchange 2013
• Use TMG/UAG to switch OWA and ActiveSync to Exchange 2013
• Switch port 25 forwarding to Exchange 2013
• Validate traffic flow to Exchange 2013

6. Move Mailboxes

• Build Exchange DAG
• Migrate user mailbox
• Migrate resource mailbox
• Migrate public folders

7. Repeat additional sites

8. Decommission Exchange 2010

Upgrade from Exchange 2007 to Exchange 2013

1. Prepare

• Prepare Exchange 2007 with SP3 +RU
• Test Exchange using Test cmdlets
• Test Active Directory health status
• Prepare Active Directory Schema using Exchange 2013 schema

2. Deploy Exchange 2013

• Install both Exchange 2013 MBX and CAS servers
• Install Management Server on admin PC

3. Obtain and deploy Certificates

• Create a certificate CSR from Exchange 2013 with legacy namespace
• Sign the certificate from public CA
• Install Certificate and assign certificate to Exchange 2013 IIS,SMTP,POP,IMAP
• Install same certificate into Exchange 2007

4. Configure Mail flow

• Create legacy DNS record pointing to Exchange 2007
• Create mail and autodiscover namespace and point to Exchange 2013 CAS
• Create Send Connector in Exchange 2013
• Configure Frontend receive connector
• Create anonymous relay

5. Switch Primary Name Space

• Switch OWA, ActiveSync and SMTP traffic to Exchange 2013
• Use TMG/UAG to switch OWA and ActiveSync to Exchange 2013
• Switch port 25 forwarding to Exchange 2013
• Validate traffic flow to Exchange 2013 using MCA and ExRCA

6. Move Mailboxes

• Build Exchange DAG
• Migrate user mailbox
• Migrate resource mailbox
• Migrate public folders

7. Repeat additional sites

8. Decommission Exchange 2007

Validate External Connectivity

• Use Microsoft connectivity analyzer https://testconnectivity.microsoft.com/?tabid=client 
• Use remote connectivity analyzer http://www.exrca.com 
• Use Test cmdlets

Certificate Best Practice

• Minimize number of certificates
• Minimize number of host name
• use split DNS for Exchange host name
• Don’t list machine name in certificates
• Use Subject Alternative Name Certificate or SAN certificates

Restart Transport Services and Information Store Service

• Patch Exchange Server using WSUS or ConfigMgr
• Reboot DAG member one by one
• Reboot CAS server one by one
• Management Tools
• User Exchange 2013 Administration Center to manage co-existence and migration tasks
• Use Exchange 2010 management console to move offline address book

Cutover Process

• Public folder migration is part of final cutover
• Exchange and Active Directory health check
• verify proposed and implemented Exchange 2013

Post Migration

• Shutdown Exchange 2010 servers for minimum 48 hours in working days
• Decommission Exchange 2010