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
