Exchange 2013 Upgrade, Migration and Co-existence

Posted on January 26, 2014 by LM Publications

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

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

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

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

Posted on January 23, 2014 by LM Publications

Before you begin, create a work sheet in spreadsheet recording required information to migrate Exchange 2007/2010 to Exchange 2013. For this article, I am going to use following work sheet. This work sheet and migration guide are tested in production exchange migration which I did for few of my clients. Note that this article is not situation specific hence I can’t provide you a silver bullet for your situation.

Deployment Work Sheet

Version Readiness Check

Present Server	Proposed Server
Exchange 2007 SP3 OR 2010 SP3	Exchange 2013 CU3

Exchange Role Assignment

Exchange 2013 has two server roles; the Mailbox and Client Access server roles. You need at least one Client Access server and one Mailbox server in the Active Directory forest. If you’re separating your server roles, Microsoft recommend installing the Mailbox server role first.

Mailbox Role: The Mailbox server includes the Client Access protocols, the Transport service, the Mailbox databases, and Unified Messaging (the Client Access server redirects SIP traffic generated from incoming calls to the Mailbox server). The Mailbox server handles all activity for the active mailboxes on that server.

Client Access: The Client Access server provides authentication, limited redirection, and proxy services for all of the usual client access protocols: HTTP, POP and IMAP, and SMTP. The Client Access server, a thin and stateless server, doesn’t do any data rendering. With the exception of diagnostic logs, nothing is queued or stored on the Client Access server.

Server Name	Exchange Roles
AUPEREXMBX01,AUPEREXMBX02	Mailbox
AUPEREXCAS01,AUPEREXCAS02	CAS

Active Directory Schema and Forest

When you install Exchange 2013 for the first time, your Active Directory schema will be updated. This schema update is required to add objects and attributes to Active Directory to support Exchange 2013. Additionally, replicating the changes made to your schema may take several hours or days and is dependent on your Active Directory replication schedule. A forced replication can be performed after schema preparation.

Description	AD Forest	Domain Controller
Primary SMTP namespace	Superplaneteers.com	AUPERDC01,AUPERDC02
User principal name domain	Superplaneteers.com	AUPERDC01,AUPERDC02

Legacy Edge Transport

N/A

Network Configuration

Server Name	TCP/IP	DNS	Replication network
AUPEREXMBX01	10.10.10.11	10.10.10.2 10.10.10.3	192.168.100.11/24
AUPEREXMBX02	10.10.10.12	10.10.10.2 10.10.10.3	192.168.100.12/24
AUPEREXCAS01	10.10.10.13	10.10.10.2 10.10.10.3	N/A
AUPEREXCAS02	10.10.10.14	10.10.10.2 10.10.10.3	N/A

The network adapter name used within the operating system of mailbox server must be changed to closely match the associated network name. For example: Domain Network and Replication Network. The following binding order must be maintained within Windows operating systems:

First in Order- Domain adapter connected to the Active Directory network
Second in Order- Replication adapter connected to the heartbeat network.

Here is a guide how to change adapter binding order http://technet.microsoft.com/en-us/library/cc732472(v=ws.10).aspx Microsoft does not support multiple default gateways on a single server, no default gateway is required on the replication network card.

Disk layout

Server Name	C:	E:	F:	G:
AUPEREXMBX01	50 GB	50 GB	500GB	300GB
AUPEREXMBX02	50 GB	50 GB	500GB	300GB
AUPEREXCAS01	50 GB	50 GB	N/A	N/A
AUPEREXCAS02	50 GB	50 GB	N/A	N/A

Resilient Exchange Configuration

Purpose	Name	TCP/IP	Subnet	Type
DAG	AUPEREXDAG01	10.10.10.15	255.255.255.0	N/A
CAS NLB or Load Balancer	Mail.superplaneteers.com	10.10.10.16	255.255.255.0	Multicast

Exchange Administrator

User name

Privileges

ExMigrationAdmin

Domain Admins

Domain user

Schema Admin

Enterprise Admin

Organisation Management

Local Administrator

Certificates

A public Secure Sockets Layer (SSL) certificate is a prerequisite in Exchange 2013. SSL helps to protect communication between your Exchange servers and clients and other mail servers by encrypting data and, optionally, identifying each side of the connection.

You can buy a third-party certificate from public CA such as Verisign. Certificates published by public CAs are trusted by most operating systems and browsers.

Common Name	Subject Alternative	Type	Assigned to
mail.superplaneteers.com	autodiscover.superplaneteers.com	SSL	IIS,SMTP,POP,IMAP

Supported Client

Exchange 2013 supports the following minimum versions of Microsoft Outlook and Microsoft Entourage for Mac:

Outlook 2013 (15.0.4420.1017)
Outlook 2010 Service Pack 1 with the Outlook 2010 November 2012 update (14.0.6126.5000).
Outlook 2007 Service Pack 3 with the Outlook 2007 November 2012 update (12.0.6665.5000).
Entourage 2008 for Mac, Web Services Edition
Outlook for Mac 2011

Exchange 2013 does not support Outlook 2003.

Public DNS records

DNS record	Record Type	IP/Alias/FQDN	Priority
Mail.superplaneteers.com	A	203.17.x.x	N/A
superplaneteers.com	MX	Mail.superplaneteers.com	10
Autodiscover.superplaneteers.com	CNAME	Mail.superplaneteers.com	N/A

If you have hosted email security then your MX record must look like this. An example is given here for TrendMicro hosted email security.

DNS record	Record Type	IP/Alias/FQDN	Priority
Mail.superplaneteers.com	A	203.17.x.x	N/A
superplaneteers.com	MX	in.sjc.mx.trendmicro.com	10
Autodiscover.superplaneteers.com	CNAME	Mail.superplaneteers.com	N/A

Internal DNS records

DNS record

Record Type

Hardware Load Balancer

VIP or CAS NLB IP

Mail.superplaneteers.com

10.10.10.16

Autodiscover.superplaneteers.com

10.10.10.16

If you don’t have CAS NLB or hardware load balancer then create Host(A) record of mail.superplaneteers.com and point to Exchange 2013 CAS Server.

Send Connector

Here I am giving an example of TrednMicro smart host. Do not add smart host without proper authorization from smart host provider otherwise you will not be able to send email from internal organisation to external destination.

Intended use	Address Space	Network Settings	Authentication	Smart Host
Internet	“*”	default	Basic, Exchange, TLS	relay.sjc.mx.trendmicro.com

Receive Connector

Name

Intended use

Network Settings

IP Range

Server(s)

Client Frontend

Client

default

All Available IPv4

AUPEREXMBX01

AUPEREXMBX02

Default Frontend

Inbound SMTP

default

All Available IPv4

AUPEREXMBX01

AUPEREXMBX02

Anonymous Relay

Relay

Authentication

Permission

Remote IP

SMTP

Anonymous Relay

TLS, Externally Secured

Anonymous, Exchange Servers

IP Address of Printers, Scanner, Devices, App Server

10.10.10.11

10.10.10.12

Port Forwarding in Cisco Router

Rule	Source Address	Destination Address	NATed Destination	Port
OWA	Any	203.17.x.x	10.10.10.16	443
SMTP	Any	203.17.x.x	10.10.10.16	25

Again if you don’t have CAS NLB or load balancer your NATed destination is Exchange 2013 CAS server.

Mailbox Storage

Storage Group Type	Database location
Mailbox storage	F:Exchange Data
Mailbox storage logs	G:Exchange Log

Email address Policy

Email Address Policy

%g.%s@superplaneteers.com

Virtual Directory for internal and external network

Virtual directory	Internal and External URL value
Autodiscover	https://autodiscover.superplaneteers.com/autodiscover/autodiscover.xml
ECP	https://mail.superplaneteers.com/ecp
EWS	https://mail.superplaneteers.com/EWS/Exchange.asmx
Microsoft-Server-ActiveSync	https://mail.superplaneteers.com/Microsoft-Server-ActiveSync
OAB	https://mail.superplaneteers.com/OAB
OWA	https://mail.superplaneteers.com/owa
PowerShell	http://mail.superplaneteers.com/PowerShell

Since you have finished your work sheet, now you are ready to virtualize Exchange servers on Hyper-v.

1. Virtualize Windows Server 2012 R2

2. Configure TCP/IP properties

3. Disable Windows Firewall

4. Join Windows server 2012 R2 to domain.

Download following software as prerequisites.

1. Microsoft Exchange Server 2010 Service Pack 3 (SP3) OR Exchange Server 2007 Service Pack 3

2. Cumulative Update 3 for Exchange Server 2013 (KB2892464)

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

4. Microsoft Office 2010 Filter Pack 64 bit

5. Microsoft Office 2010 Filter Pack SP1 64 bit

Additional Prerequisites if you would like to install Exchange 2013 on Windows Server 2008 R2 SP1.

Windows Firewall

Open Control Panel > Windows Firewall. Turn off Firewall components (Domain, private and Public) completely.

Preparing Base Windows Server 2012 for Exchange 2013

Mailbox Server Role in Windows Server 2012 R2

To install prerequisites in Windows Server 2012, open Windows PowerShell as an administrator. Execute the following cmdlet one by one.

Import-Module ServerManager

Install-WindowsFeature RSAT-ADDS

Install-WindowsFeature AS-HTTP-Activation, Desktop-Experience, NET-Framework-45-Features, RPC-over-HTTP-proxy, RSAT-Clustering, RSAT-Clustering-CmdInterface, RSAT-Clustering-Mgmt, RSAT-Clustering-PowerShell, Web-Mgmt-Console, WAS-Process-Model, Web-Asp-Net45, Web-Basic-Auth, Web-Client-Auth, Web-Digest-Auth, Web-Dir-Browsing, Web-Dyn-Compression, Web-Http-Errors, Web-Http-Logging, Web-Http-Redirect, Web-Http-Tracing, Web-ISAPI-Ext, Web-ISAPI-Filter, Web-Lgcy-Mgmt-Console, Web-Metabase, Web-Mgmt-Console, Web-Mgmt-Service, Web-Net-Ext45, Web-Request-Monitor, Web-Server, Web-Stat-Compression, Web-Static-Content, Web-Windows-Auth, Web-WMI, Windows-Identity-Foundation

Reboot Windows Server 2012

Client Access Server Role in Windows Server 2012 R2

To install prerequisites in Windows Server 2012, open Windows PowerShell as an administrator, Execute the following cmdlet one by one.

Import-Module ServerManager

Install-WindowsFeature RSAT-ADDS

Reboot Windows Server 2012

If you are installing Exchange 2013 on Windows Server 2008 R2 SP1.

Prepare mailbox role Windows Server 2008 R2 SP1

Open Windows PowerShell as an administrator, Execute the following cmdlets one by one.

Import-Module ServerManager

Add-WindowsFeature Desktop-Experience, NET-Framework, NET-HTTP-Activation, RPC-over-HTTP-proxy, RSAT-Clustering, RSAT-Web-Server, WAS-Process-Model, Web-Asp-Net, Web-Basic-Auth, Web-Client-Auth, Web-Digest-Auth, Web-Dir-Browsing, Web-Dyn-Compression, Web-Http-Errors, Web-Http-Logging, Web-Http-Redirect, Web-Http-Tracing, Web-ISAPI-Ext, Web-ISAPI-Filter, Web-Lgcy-Mgmt-Console, Web-Metabase, Web-Mgmt-Console, Web-Mgmt-Service, Web-Net-Ext, Web-Request-Monitor, Web-Server, Web-Stat-Compression, Web-Static-Content, Web-Windows-Auth, Web-WMI

Reboot Windows Server 2008 R2

Prepare Client Access in Windows Server 2008 R2

Open Windows PowerShell, Execute the following cmdlet one by one.

Import-Module ServerManager

Reboot Windows Server 2008 R2

Install Service pack 3 on exchange 2010

Upgrading to SP3 requires a schema update, review the Active Directory Schema changes beforehand. Upgrade your Exchange servers to SP3. This should be performed in the following order:

1. CAS servers

2. Hub and/or Edge servers

3. Mailbox servers

4. Unified Messaging servers

Upgrade Exchange 2010 to Exchange 2010 SP3 level

1. Once the files are extracted, locate and run setup.exe as an administrator

2. Select Install Microsoft Exchange Upgrade.

3. Select Next at the welcome screen. Read and accept the license terms, then select Next.

4. If you’ve got all the requirements you’ll see all the green checks, Select Upgrade to begin the upgrade

5. Select Next to start the upgrade.

6. When the upgrade is complete, select Finish.

7. Reboot the server to allow changes to take affect.

Prepare Active Directory Schema

Before you prepare Active Directory, make sure your Active Directory is healthy. Follow the procedure for AD health check.

1. Prepare Active Directory in an Active Directory site where you want to install Exchange 2013.

2. Domain Controller must be Server 2008 Standard/Enterprise (x86/x64) OR Server 2008 R2 Standard / Enterprise OR Windows Server 2012 OR Windows Server 2012 R2.

3. Each domain needs at least one writeable global catalog server

4. Ensure AD replication is working properly in each site / domain

5. Ensure Active Directory is healthy. Visit active directory health check

6. Run the following command in a domain controller, Open command prompt as an administrator

repadmin /showrepl

repadmin /replsummary

repadmin /syncall

netdom query fsmo

Dcdiag /e

Netdiag

7. Open Active Directory Sites and Services MMC, make sure all domain controllers are global catalog.

8. Start Menu, Run, Type eventvwr to open event view, Review event logs to see everything is working as per normal

9. Start Menu, Run> Services.msc to open services, Check DNS server, DNS Client, File replication services are started and set to automatic

10. Open SYSVOL in all domain controllers and check everything is same in all domain controllers.

Now you are ready to prepare Active Directory Domain and Forest.

1. Extract the Exchange2013-x64-cu3.EXE package you have downloaded from Microsoft web site to a common location. In my example I will use E:EXCHANGE2013

2. Open a command prompt as an Administrator, and navigate to the directory in which you extracted the files to. In the case of this example it will be E:Exchange2013. You should see a Setup.exe file located there.

3. Run the following cmd:

Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms

Setup.exe /PS /IacceptExchangeServerLicenseTerms

4. Run the following cmd:

Setup.exe /PrepareAD /OrganizationName:<NAMEHERE> /IAcceptExchangeServerLicenseTerms

Setup.exe /PAD /OrganizationName:<NAMEHERE> /IAcceptExchangeServerLicenseTerms

Now replicate Active Directory manually or wait for replication to complete. Verify event logs in Domain controllers to see any unexpected error or logs pops up or not. If everything looks fine then go ahead and install Exchange 2013.

Installing Exchange 2013 CU3

After you have downloaded Exchange 2013 CU2, log on to the computer on which you want to install Exchange 2013.
Navigate to the network location of the Exchange 2013 installation files.
Start Exchange 2013 Setup by right clicking Setup.exe select Run as administrator
On the Check for Updates page, choose whether you want Setup to connect to the Internet and download product and security updates for Exchange 2013. Select Don’t check for updates right now, you can download and install updates manually later. Click Next to continue.
The Introduction page begins the process of installing Exchange into your organization. Click Next to continue.
On the License Agreement page, review the software license terms. If you agree to the terms, select I accept the terms in the license agreement, and then click Next.
On the Recommended settings page, select whether you want to use the recommended settings. If you select Use recommended settings, Exchange will automatically send error reports and information about your computer hardware and how you use Exchange to Microsoft. click Next.
On the Server Role Selection page, select both Mailbox role and Client Access role or separate role based on your design. The management tools are installed automatically if you install any other server 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. If you don’t select this option, you must install the Windows features manually. Click Next to continue.
On the Installation Space and Location page, click Browse to choose a new location. I strongly recommend you installing Exchange 2013 on a separate partition other then C: drive. Click Next to continue.
On the Malware Protection Settings page, choose whether you want to enable or disable malware scanning. If you disable malware scanning, it can be enabled in the future. Unless you have a specific reason to disable malware scanning, we recommend that you keep it enabled. Click Next to continue.
On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. click Next to run the prerequisite check again. Be sure to also review any warnings that are reported. If all readiness checks have completed successfully, click Install to install Exchange 2013.
On the Completion page, click Finish.
Restart the computer after Exchange 2013 has completed.
Once rebooted log on to Exchange server and review Event Logs in Exchange Server.
Repeat the steps for all Exchange Server 2013 in your organisation.

Create a Test mailbox

1. Open the EAC by browsing to the URL of your Client Access server. For example, https://AUPEREXCAS01/ecp?ExchClientVer=15.

2. Enter the user name and password of the account you used to install Exchange 2013 in Domainuser name and Password, and then click Sign in.

3. Go to Recipients > Mailboxes. On the Mailboxes page, click Add and then select User mailbox.

4. Provide the information required for the new user and then click Save.

5. Go to Permissions > Admin Roles. On the Admin Roles page, select Organization Management and click Edit .

6. Under Members, click Add .

7. Select the Exchange 2013 mailbox you just created, click Add, then click OK. Then click Save.

Install Exchange 2013 certificates

Depending on your requirements, you can configure wild card certificate or a SAN certificate. I will go for SAN certificate to avoid further configuration such as certificate principal name configuration. In this example, I will create a SAN certificate which is as follows.

Open the EAC by browsing to the URL of your Client Access server. For example, https://AUPEREXCAS01/ecp?ExchClientVer=15.
Enter your user name and password in Domainuser name and Password, and then click Sign in.
Go to Servers > Certificates. On the Certificates page, make sure your Client Access server is selected in the Select server field, and then click New .
In the New Exchange certificate wizard, select Create a request for a certificate from a certification authority and then click Next.
Specify a name for this certificate and then click Next.
If you want to request a wildcard certificate, select Request a wild-card certificate and then specify the root domain of all subdomains in the Root domain field. If you don’t want to request a wildcard certificate and instead want to specify each domain you want to add to the certificate, leave this page blank. Click Next.
Click Browse and specify an Exchange server to store the certificate on. The server you select should be the Internet-facing Client Access server. Click Next.
For each service in the list shown, verify that the external or internal server names that users will use to connect to the Exchange server are correct. For example: CN=mail.superplaneteers.com and SAN=autodiscover.superplaneteers.com
These domains will be used to create the SSL certificate request. Click Next.
Add any additional domains you want included on the SSL certificate.
Select the domain that you want to be the common name for the certificate and click Set as common name. For example, mail.superplaneteers.com. Click Next.
Provide information about your organization. This information will be included with the SSL certificate. Click Next.
Specify the network location where you want this certificate request to be saved. Click Finish.

After you’ve saved the certificate request, submit the request to your certificate authority (CA) which is public CA. Clients that connect to the Client Access server must trust the CA that you use. After you receive the certificate from the CA, complete the following steps:

On the Server > Certificates page in the EAC, select the certificate request you created in the previous steps.
In the certificate request details pane, click Complete under Status.
On the Complete pending request page, specify the path to the SSL certificate file and then click OK.
Select the new certificate you just added, and then click Edit .
On the certificate page, click Services.
Select the services you want to assign to this certificate. At minimum, you should select IIS but you can also select IMAP, POP, SMTP and UM call router if you use these services. Click Save.
If you receive the warning Overwrite the existing default SMTP certificate?, click Yes.

To re-use existing certificate follow the steps below

Log on directly to your Exchange 2010 Client Access server with an administrator user account.
Open an empty Microsoft Management Console (MMC).
Click File, then Add/Remove Snap-in.
In the Add or Remove Snap-ins window, select Certificates and then click Add >.
In the Certificates snap-in window that appears, select Computer account and click Next.
Select Local computer and click Finish. Then click OK.
Under Console Root, expand Certificates (Local Computer), Personal, and then Certificates.
Select the 3rd-party certificate that’s used by Exchange 2010 that matches the host names you’ve configured on the Exchange 2013 server. This must be a 3rd-party certificate and not a self-signed certificate.
Right-click on the certificate and select All Tasks and then Export….
In the Certificate Export Wizard, click Next.
Select Yes, export the private key and click Next.
Make sure Personal Information Exchange – PKCS #12 (.PFX) and Include all certificates in the certification path if possible are selected. Make sure no other options are selected. Click Next.
Select Password and enter a password to help secure your certificate. Click Next.
Specify a file name for the new certificate. Use the file extension .pfx. Click Next and then click Finish.
You’ll receive a confirmation prompt if the certificate export was successful. Click OK to close it.
Copy the .pfx file you created to your Exchange 2013 Client Access server.

After you’ve exported the certificate from your Exchange 2010 server, you need to import the certificate on your Exchange 2013 server using the following steps.

Log on directly to your Exchange 2013 Client Access server with an administrator user account.
Open an empty Microsoft Management Console (MMC).
Click File, then Add/Remove Snap-in.
In the Add or Remove Snap-ins window, select Certificates and then click Add >.
In the Certificates snap-in window that appears, select Computer account and click Next.
Select Local computer and click Finish. Then click OK.
Under Console Root, expand Certificates (Local Computer), and then Personal.
Right-click Personal and select All Tasks and then Import….
In the Certificate Import Wizard, click Next.
Click Browse and select the .pfx file you copied to your Exchange 2013 Client Access server. Click Open and then click Next.
In the Password field, enter the password you used to help secure the certificate when you exported it on the Exchange 2010 Client Access server.
Verify that Include all extended properties is selected and click Next.
Verify that Place all certificates in the following store is selected and Personal is shown in Certificate store. Click Next. Click Finish.
You’ll receive a confirmation prompt if the certificate import was successful. Click OK to close it.

Now that the new certificate has been imported on your Exchange 2013 Client Access server, you need to assign it to your Exchange services using the following steps.

Open the EAC by browsing to the URL of your Client Access server. For example, https://Ex2013CAS/ECP.
Open the EAC by browsing to the URL of your Client Access server. For example, https://Ex2013/ECP.
Enter your user name and password in Domainuser name and Password, and then click Sign in.
On the Server > Certificates page in the EAC, select the new certificate you just added, and then click Edit .
On the certificate page, click Services.
Select the services you want to assign to this certificate. At minimum, you should select IIS but you can also select IMAP, POP, SMTP and UM call router if you use these services. Click Save.
If you receive the warning Overwrite the existing default SMTP certificate?, click Yes.

Configure Exchange 2013 external and internal URLs

Open the EAC by browsing to the URL of your Client Access server. For example, https://AUPEREXCAS01/ecp?ExchClientVer=15.
Enter your user name and password in Domainuser name and Password, and then click Sign in.
Go to Servers > Servers, select the name of the Internet-facing Exchange 2013 Client Access server and then click Edit .
Click Outlook Anywhere.
In the Specify the external hostname field, specify the externally accessible FQDN of the Client Access server. For example, mail.superplaneteers.com.
While you’re here, let’s also set the internally accessible FQDN of the Client Access server. In the Specify the internal hostname field, insert the FQDN you used in the previous step. For example, mail. superplaneteers.com.
Click Save.
Go to Servers > Virtual directories and then click Configure external access domain .
Under Select the Client Access servers to use with the external URL, click Add .
Select the Client Access servers you want to configure, and then click Add. After you’ve added all the Client Access servers you want to configure, click OK.
In Enter the domain name you will use with your external Client Access servers, type the external domain you want to apply. For example, mail.superplaneteers.com. Click Save.

Configure External and Internal URL to be same

Open the Exchange Management Shell on your Exchange 2013 Client Access server.
Store the host name of your Client Access server in a variable that will be used in the next step. For example, In my case, mail.superplaneteers.com

$HostName = “mail.superplaneteers.com “

3. Run each of the following commands in the Shell to configure each internal URL to match the virtual directory’s external URL.

Set-EcpVirtualDirectory “$HostNameECP (Default Web Site)” -InternalUrl ((Get-EcpVirtualDirectory “$HostNameECP (Default Web Site)”).ExternalUrl)

Set-WebServicesVirtualDirectory “$HostNameEWS (Default Web Site)” -InternalUrl ((get-WebServicesVirtualDirectory “$HostNameEWS (Default Web Site)”).ExternalUrl)

Set-ActiveSyncVirtualDirectory “$HostNameMicrosoft-Server-ActiveSync (Default Web Site)” -InternalUrl ((Get-ActiveSyncVirtualDirectory “$HostNameMicrosoft-Server-ActiveSync (Default Web Site)”).ExternalUrl)

Set-OabVirtualDirectory “$HostNameOAB (Default Web Site)” -InternalUrl ((Get-OabVirtualDirectory “$HostNameOAB (Default Web Site)”).ExternalUrl)

Set-OwaVirtualDirectory “$HostNameOWA (Default Web Site)” -InternalUrl ((Get-OwaVirtualDirectory “$HostNameOWA (Default Web Site)”).ExternalUrl)

Set-PowerShellVirtualDirectory “$HostNamePowerShell (Default Web Site)” -InternalUrl ((Get-PowerShellVirtualDirectory “$HostNamePowerShell (Default Web Site)”).ExternalUrl)

To verify that you have successfully configured the internal URL on the Client Access server virtual directories, do the following:

In the EAC, go to Servers > Virtual directories.
In the Select server field, select the Internet-facing Client Access server.
Select a virtual directory and then click Edit .
Verify that the Internal URL field is populated with the correct FQDN.

Move Arbitration Mailboxes

Follow the below steps to move all arbitration and discovery search mailboxes to 2013 database.

Open Exchange Management Shell with run as administrator and run the following cmds

Get‐Mailbox –Arbitration | New-MoveRequest –TargetDatabase TargetDBName

Get-Mailbox “*Discovery*” | New-MoveRequest –TargetDatabase TargetDBName

Type the following comdlets in EMS to find arbitration mailboxes and migrate using migration wizard.

Get-Mailbox –Arbitration >C:Arbitration.txt

Get-Mailbox “*Discovery*” >C:Discovery.txt

In the EAC, go to Recipients > Migration.
Click New , and then click Move to a different database.
On the New local mailbox move page, click Select the users that you want to move, and then click Add .
On the Select Mailbox page, add the mailbox that has the following properties:
- The display name is Microsoft Exchange.
- The alias of the mailbox’s email address is SystemMailbox{e0dc1c29-89c3-4034-b678-e6c29d823ed9}.
Click OK, and then click Next.
On the Move configuration page, type the name of the migration batch, and then click Browse next to the Target database box.
On the Select Mailbox Database page, add the mailbox database to move the system mailbox to. Verify that the version of the mailbox database that you select is Version 15. x, which indicates that the database is located on an Exchange 2013 server.
Click OK, and then click Next.
On the Start the batch page, select the options to automatically start and complete the migration request, and then click New.

Enable and configure Outlook Anywhere

To allow your Exchange 2013 Client Access server to redirect connections to your Exchange 2010 servers, you must enable and configure Outlook Anywhere on all of the Exchange 2010 servers in your organization. If some Exchange 2010 servers in your organization are already configured to use Outlook Anywhere, their configuration must also be updated to support Exchange 2013. When you use the steps below to configure Outlook Anywhere, the following configuration is set on each Exchange 2010 server:

Open the Exchange Management Shell on your Exchange 2010 Client Access server.
Store the external host name of your Exchange 2013 Client Access server in a variable that will be used in the next steps. For example, mail.superplaneteers.com.

$Exchange2013HostName = “mail.superplaneteers.com”

Run the following command to configure Exchange 2010 servers that already have Outlook Anywhere enabled to accept connections from Exchange 2013 servers.

Get-ExchangeServer | Where {($_.AdminDisplayVersion -Like “Version 14*”) -And ($_.ServerRole -Like “*ClientAccess*”)} | Get-ClientAccessServer | Where {$_.OutlookAnywhereEnabled -Eq $True} | ForEach {Set-OutlookAnywhere “$_RPC (Default Web Site)” -ClientAuthenticationMethod Basic -SSLOffloading $False -ExternalHostName $Exchange2013HostName -IISAuthenticationMethods NTLM, Basic}

If you didn’t enable Outlook Anywhere in Exchange 2010 already, Run the following command to enable Outlook Anywhere and configure Exchange 2010 to accept connections from Exchange 2013 servers.

Get-ExchangeServer | Where {($_.AdminDisplayVersion -Like “Version 14*”) -And ($_.ServerRole -Like “*ClientAccess*”)} | Get-ClientAccessServer | Where {$_.OutlookAnywhereEnabled -Eq $False} | Enable-OutlookAnywhere -ClientAuthenticationMethod Basic -SSLOffloading $False -ExternalHostName $Exchange2013HostName -IISAuthenticationMethods NTLM, Basic

Configure service connection point (SCP)

Autodiscover uses an Active Directory object called the service connection point (SCP) to retrieve a list of AutoDiscover URLs for the forest in which Exchange is installed. When you install Exchange 2013, you need to update the SCP object to point to the Exchange 2013 server. This is necessary because Exchange 2013 servers provide additional AutoDiscover information to clients to improve the discovery process.

You must update the SCP object configuration on every Exchange server in the organization. You need to use the version of the Exchange Management Shell that corresponds to the version of the Exchange servers you’re updating.

Perform the following steps to configure the SCP object on your Exchange 2010 servers.

Open the Exchange Management Shell on your Exchange 2010 Client Access server.
Store the AutoDiscover host name of your Exchange 2013 Client Access server in a variable that will be used in the next step. For example, autodiscover.superplaneteers.com.

$AutodiscoverHostName = “autodiscover.superplaneteers.com”

Run the following command to set the SCP object on every Exchange 2010 server to the AutoDiscover URL of the new Exchange 2013 server.

Get-ExchangeServer | Where {($_.AdminDisplayVersion -Like “Version 14*”) -And ($_.ServerRole -Like “*ClientAccess*”)} | Set-ClientAccessServer -AutoDiscoverServiceInternalUri https://$AutodiscoverHostName/Autodiscover/Autodiscover.xml

Perform the following steps to configure the SCP object on your Exchange 2013 servers.

Open the Exchange Management Shell on your Exchange 2013 Client Access server.
Store the AutoDiscover host name of your Exchange 2013 Client Access server in a variable that will be used in the next step. For example, autodiscover.superplaneteers.com.

$AutodiscoverHostName = “autodiscover.superplaneteers.com”

Run the following command to set the SCP object on every Exchange 2013 server to the AutoDiscover URL of the new Exchange 2013 server.

Get-ExchangeServer | Where {($_.AdminDisplayVersion -Like “Version 15*”) -And ($_.ServerRole -Like “*ClientAccess*”)} | Set-ClientAccessServer -AutoDiscoverServiceInternalUri https://$AutodiscoverHostName/Autodiscover/Autodiscover.xml

Configure Exchange 2013 Mail flow

Receive connectors

There are four receive connectors in Exchange 2013. They are:

· Default <server name> Accepts connections from Mailbox servers running the Transport service and from Edge servers.

· Client Proxy <server name> Accepts connections from front-end servers. Typically, messages are sent to a front-end server over SMTP.

· Default FrontEnd <server name> Accepts connections from SMTP senders over port 25. This is the common messaging entry point into your organization.

· Outbound Proxy Frontend <server name> Accepts messages from a Send Connector on a back-end server, with front-end proxy enabled.

1. Open the EAC by browsing to https://AUPEREXCAS01/ecp?ExchClientVer=15 of your Client Access server. Click Mail flow, Click Receive Connector

2. Select Default Frontend AUPERMBX01, Click on Edit or Pencil icon, On the Security Parameter, Select Anonymous, Click Save.

3. Repeat the steps for Default Frontend AUPERMBX02.

Send connector:

All you have to do is to add Exchange 2013 mailbox servers to the existing send connector as shown below:

Open Exchange management Shell as an administrator, execute the following command.

Set-SendConnector –Identity Outbound –SourceTransportServers AUPEREXMBX01, AUPEREXMBX02

1. Open the EAC by browsing to https://AUPEREXCAS01/ecp?ExchClientVer=15 of your Client Access server. Click Mail flow, Click Send Connector, Click Edit or Pencil icon

2. Click on scoping and + icon on Source Server parameter to add the server

3. Select the Exchange 2013 Mailbox servers (AUPEREXMBX01 and AUPEREXMBX02) and add them and Click save.

4. Send connector configuration completed.

Configure a smart host if necessary

1. In the EAC https://AUPEREXCAS01/ecp?ExchClientVer=15, navigate to Mail flow > Send connectors, and then click Add .

2. In the New send connector wizard, specify a name for the send connector and then select Custom for the Type. You typically choose this selection when you want to route messages to computers not running Microsoft Exchange Server 2013. Click Next.

3. Choose Route mail through smart hosts, and then click Add . In the Add smart host window, the fully qualified domain name (FQDN), such as relay.sjc.mx.trendmicro.com. Click Save.

4. Under Address space, click Add . In the Add domain window, make sure SMTP is listed as the Type. For Fully Qualified Domain Name (FQDN), enter * to specify that this send connector applies to messages sent to any domain. Click Save.

5. For Source server, click Add . In the Select a server window, choose a server and click Add . Click OK.

6. Click Finish.

Anonymous Relay

Create a new receive connector using Exchange Administration Center with the following parameters.

Name: Anonymous Relay
Role: Frontend Transport
Type: Custom
Available IP: Exchange 2013 server IP
Port: 25
Security: Anonymous
Authentication: TLS, Externally Secured
Permission: Exchange Servers, Anonymous users

1. Open the EAC by browsing to https://AUPEREXCAS01/ecp?ExchClientVer=15 of your Client Access server. Click Mail flow, Click Receive Connector, Click Add or + icon

2. Select an Exchange Mailbox Server name AUPEREXMBX01, Type Anonymous Relay on the name, Click Frontend transport, Select Custom, Click Next..

3. On the Network Adapter Binding, Add Exchange 2013 MBX Server IP (10.10.10.11) and port 25. On the remote network settings, add printer, scanner, device and application server IPs. Click Save to create Anonymous Relay.

4. Select newly created Anonymous relay, Click Edit or Pencil Icon, Click Security parameter, Select TLS, Externally Secured in Authentication and Select Exchange Servers, Anonymous users in Permission groups.

5. Open Exchange 2013 Management Shell and execute the following

Get-ReceiveConnector “Anonymous Relay” | Add-ADPermission -User “NT AUTHORITYANONYMOUS LOGON” -ExtendedRights “Ms-Exch-SMTP-Accept-Any-Recipient”

6. Open Exchange management Shell in Exchange 2010 execute cmdlet

Get-ReceiveConnector –Identity “Anonymous relay” | Fl

From PowerShell Windows copy all the IP addresses of printer and scanner to a notepad

7. Edit Anonymous Relay in Exchange 2013 Administration center and add all the IPs addresses you copied in previous step into remote network setting of Exchange 2013 relay.

8. Repeat step 1 to step 7 on all mailbox servers.

Configure Public Name Space

At this stage, you are ready to configure public DNS record. Update your public DNS record including Hosted Email Security. You only need to configure public DNS if you are changing public IPs and hosted email security otherwise you just have to change the port 443 and port 25 forwarding rule in internal Cisco router in your organization.

You public DNS must look similar to this table.

superplaneteers.com	MX	Mail.superplaneteers.com
mail.superplaneteers.com	A	203.17.x.x (Public IP)
autodiscover.superplaneteers.com	A	203.17.x.x (Public IP)

Request your ISP who provided you 203.17.x.x public IP to create reverse DNS record for mail.superplaneteers.com. This is very important for Exchange to function correctly. When you send email to a destination, many destination server checks reverse DNS. If reverse DNS is wrong you could be banned from sending email to destination server. Note that outlook.com check reverse DNS and SPF records of domain sending email to an outlook address.

Configure TMG/UAG

If you are publishing internet facing Exchange 2013 CAS using TMG or UAG, follow the URL below and publish Outlook Web App and Active Sync.

Publish-exchange-server-2010-using-forefront-uag-2010-step-by-step/

Publish-outlook-web-access-and-exchange-servers-using-forefront-tmg-2010/

Create internal DNS Record

Create Host(A) record with reverse DNS in the forward lookup zone of forest superplaneteers.com. Internal DNS records must look similar to this table.

FQDN	Record Type	IP Address
Mail.superplaneteers.com	A	10.10.10.16
Autodiscover.superplaneteers.com	A	10.10.10.16

If you don’t have CAS NLB or load balancer then your internal host(A) record must point to Exchange 2013 CAS server.

Open PowerShell as an administrator, execute the following

Resove-Dnsname mail.superplaneteers.com

Nslookup mail.superplaneteers.com

Configure Offline Address Book

To create a new offline address book and set the same OAB on all mailbox databases at once, run the following command. The command example uses “Default Offline Address Book” for the name of the OAB.

Open Exchange Management Shell, execute the cmdlets

New-OfflineAddressBook -Name “Default Offline Address Book” -AddressLists “Default Global Address List”

Restart-Service MSExchangeMailboxAssistants

Wait a few minutes and check if the OAB files is created in C:Program FilesMicrosoftExchange ServerV15ClientAccessOAB<newGUID>

Try to access the new OAB in IE: https://mail.superplaneteers.com/oab/<newguid/oab.xml

Get-MailboxDatabase | Set-MailboxDatabase -OfflineAddressBook “Default Offline Address Book (Ex2013)”

To Change the generation server open Exchange 2010 Management Shell and run the following command:

Move-OfflineAddressBook –Identity “Default Offline Address Book” –Server AUPERCAS01,AUPERCAS02

Configure new transport rule in Exchange 2013 or Export transport rules from legacy Exchange.

Follow this reference if you are migrating from Exchange 2007

You cannot migrate transport rules from Exchange Server 2007 to Exchange Server 2013

The following cmdlet example exports all your Transport Rules to the XML file, ExportedRules.xml, in the “c:TransportRules” folder:

Export-TransportRuleCollection -FileName “c:TransportRulesExportedRules.xml”

The following example cmdlet imports your transport rule collection from the XML file ExportedRules.xml in the “C:TransportRules” folder

[Byte[]]$Data = Get-Content -Path “C:TransportRulesExportedRules.xml” -Encoding Byte -ReadCount 0 Import-TransportRuleCollection -FileData $Data

To create new Transport rule,

1. Open the EAC by browsing to https://AUPEREXCAS01/ecp?ExchClientVer=15 of your Client Access server.

Enter your user name and password in Domainuser name and Password, and then click Sign in.
Click Mail Flow, Click Rules, Click Add or + Icon, Type the Name of Rule, Select rule conditions, Click More Option.
Select Date when you would like to activate the rule
Click whether you would like to enforce the rule or test the rule
Follow the wizard to finish the rule settings.

Move mailboxes to Exchange 2013

Open the EAC by browsing to https://AUPEREXCAS01/ecp?ExchClientVer=15 of your Client Access server.
Enter your user name and password in Domainuser name and Password, and then click Sign in.
Go to Recipients > Migration, click Add and then select Move to a different database.
Under Select the users that you want to move, click Add .
In the Select Mailbox window, select the mailboxes you want to move, click Add and then OK.
Verify that the mailboxes you want to move are listed and then click Next.
Specify a name for the new mailbox move and verify that Move the primary mailbox and the archive mailbox if one exists is selected.
Under Target database, click Browse.
In the Select Mailbox Database window, select a mailbox database on the Exchange 2013 server that you want to move the mailboxes to, click Add and then OK.
Verify that the mailbox database displayed in Target database is correct and then click Next.
Decide which user should receive the mailbox move report once the move is complete. By default, the current user will receive the move report. If you want to change which user receives the report, click Browse and select a different user.
Verify Automatically start the batch is selected.
Decide whether you want to have mailbox moves automatically complete. During the finalization phase, the mailbox is unavailable for a short time. If you choose to complete the mailbox move manually, you can decide when the move is finalized. For example, you might want to finalize the move during off-work hours. Select or clear Automatically complete the migration batch.

14. Click Finish.

Open Exchange Management Shell

Get-Mailbox –Database “Exchange 2010 database name’ | New-MoveRequest –targetdatabase “Exchange 2013 database name”

Get-MoveRequest

Migrate Room or Resource mailboxes

Open EMS and execute the cmdlets

Get-Mailbox -RecipientTypeDetails roommailbox -database SOURCEDBNAME | new-moverequest -targetdatabase TARGETDBNAME

Upgrade Distribution groups

Open Exchange management Shell as an administrator, execute the following command.

Get-DistributionGroup -resultsize unlimited | Set-DistributionGroup –ManagedBy “CN=Organization

Management,OU=Microsoft Exchange Security Groups,DC=superplaneteers,DC=com”

Get-DistributionGroup -resultsize unlimited | Set-DistributionGroup –ForceUpgrade

Upgrading Distribution Groups with multiple owners to Exchange 2013

Open Exchange management Shell as an administrator, execute the following command.

foreach ($DL in (Get-DistributionGroup -ResultSize Unlimited)) { $owners = Get-ADPermission $DL.identity | ?{$_.User -notlike “*Exchange*” -and $_.User -notlike “S-*” -and $_.User -notlike “*Organization*” -and $_.User -notlike “NT*” -and $_.User -notlike “*Domain Admins*” -and $_.User -notlike “*Enterprise Admins” -and $_.User -notlike “BUILTIN*” -and $_.User –notlike “*Delegated Setup*”} | %{$_.user.tostring()};Set-DistributionGroup $DL -BypassSecurityGroupManagerCheck -ManagedBy $owners }

Reference http://blogs.technet.com/b/microsoft_exchange_tips/archive/2013/11/07/upgrading-distribution-groups-with-multiple-owners-to-exchange-2013.aspx

Migrate Public Folder

In Exchange 2013, public folders were re-engineered using mailbox infrastructure to take advantage of the existing high availability and storage technologies of the mailbox database. Public folder architecture uses specially designed mailboxes to store both the public folder hierarchy and the content. This also means that there’s no longer a public folder database. High availability for the public folder mailboxes is provided by a database availability group (DAG).

There are two types of public folder mailboxes: the primary hierarchy mailbox and secondary hierarchy mailboxes. Both types of mailboxes can contain content:

Primary hierarchy mailbox The primary hierarchy mailbox is the one writable copy of the public folder hierarchy. The public folder hierarchy is copied to all other public folder mailboxes, but these will be read-only copies.
Secondary hierarchy mailboxes Secondary hierarchy mailboxes contain public folder content as well and a read-only copy of the public folder hierarchy.

There are two ways you can manage public folder mailboxes:

In the Exchange admin center (EAC), navigate to Public folders > Public folder mailboxes.

Before you migrate public folder, I would recommend creating new separate mailbox database in Exchange 2013 then start the migration process.

Step1: Perform Perquisites
Download all four of the Microsoft Exchange 2013 public folder migration scripts and save the script in C:PFScripts
Prerequisites in Exchange 2010 Server
Open Exchange Management Shell in Exchange 2010 server, run the following cmdlets one by one.
Run the following command to take a snapshot of the original source folder structure.
Get-PublicFolder -Recurse | Export-CliXML C:PFMigrationLegacy_PFStructure.xml

Run the following command to take a snapshot of public folder statistics such as item count, size, and owner
Get-PublicFolderStatistics | Export-CliXML C:PFMigrationLegacy_PFStatistics.xml

Run the following command to take a snapshot of the permissions.
Get-PublicFolder -Recurse | Get-PublicFolderClientPermission | Select-Object Identity,User -ExpandProperty AccessRights | Export-CliXML C:PFMigrationLegacy_PFPerms.xml

Save the information from the preceding commands for comparison at the end of the migration.
In Exchange 2010, to locate public folders that have a backslash in the name, run the following command:
Get-PublicFolderStatistics -ResultSize Unlimited | Where {$_.Name -like “**”} | Format-List Name, Identity

In Exchange 2007, to locate public folders that have a backslash in the name, run the following command:
Get-PublicFolderDatabase | ForEach {Get-PublicFolderStatistics -Server $_.Server | Where {$_.Name -like “**”}}

If any public folders are returned, you can rename them by running the following command:
Set-PublicFolder -Identity <public folder identity> -Name <new public folder name>

Make sure there isn’t a previous record of a successful migration. If there is, you’ll need to set that value to $false. If the value is set to $true the migration request will fail.
The following example checks the public folder migration status.
Get-OrganizationConfig | Format-List PublicFoldersLockedforMigration, PublicFolderMigrationComplete

Set-OrganizationConfig -PublicFoldersLockedforMigration:$false -PublicFolderMigrationComplete:$false

Prerequisites on Exchange 2013
Make sure there are no existing public folder migration requests. If there are, clear them.
Get-PublicFolderMigrationRequest | Remove-PublicFolderMigrationRequest -Confirm:$false

To make sure there are no existing public folders on the Exchange 2013 servers, run the following commands.
Get-Mailbox -PublicFolder
Get-PublicFolder

If the above commands return any public folders, use the following commands to remove the public folders.
Get-MailPublicFolder | where $_.EntryId -ne $null | Disable-MailPublicFolder -Confirm:$false
Get-PublicFolder -GetChildren | Remove-PublicFolder -Recurse -Confirm:$false
Get-Mailbox -PublicFolder |Remove-Mailbox -PublicFolder -Confirm:$false

Step2: Generate CSV Files
On the Exchange 2010 server, run the Export-PublicFolderStatistics.ps1 script to create the folder name-to-folder size mapping file.
.Export-PublicFolderStatistics.ps1 <Folder to size map path> <FQDN of source server>

Run the PublicFolderToMailboxMapGenerator.ps1 script to create the public folder-to-mailbox mapping file. This file is used to create the correct number of public folder mailboxes on the Exchange 2013 Mailbox server.
.PublicFolderToMailboxMapGenerator.ps1 <Maximum mailbox size in bytes> <Folder to size map path> <Folder to mailbox map path>

<Folder to size map path> is \AUPEREX2010c$PFstat.csv
<Maximum mailbox size in bytes> is 20000000
<Folder to mailbox map path> is \AUPEREX2010c$PFMigrationmapgen.csv

Step3: Create public folder mailboxes on Exchange 2013
Run the following command to create the first public folder mailbox on the Exchange 2013 Mailbox server.
New-Mailbox -PublicFolder <Name> -HoldForMigration:$true –database “Exchange 2013 database”

Run the following command to create additional public folder mailboxes as needed based on the .csv file generated from the PublicFoldertoMailboxMapGenerator.ps1 script.

$numberOfMailboxes = 25;
for($index =1 ; $index -le $numberOfMailboxes ; $index++)
{
$PFMailboxName = “Mailbox”+$index; if($index -eq 1) {New-Mailbox -PublicFolder $PFMailboxName -HoldForMigration:$true -IsExcludedFromServingHiearchy:$true;}else{NewMailbox-PublicFolder $PFMailboxName -IsExcludedFromServingHierarchy:$true}
}

Step4: Start Migration request

Legacy system public folders such as OWAScratchPad and the schema-root folder subtree in Exchange 2007 won’t be recognized by Exchange 2013 and will be treated as bad items. This will cause the migration to fail. As part of the migration request, you must specify a value for the BadItemLimit parameter.

From the Exchange 2013 Mailbox server, run the following command:

$PublicFolderDatabasesInOrg = @(Get-PublicFolderDatabase)
$BadItemLimitCount = 5 + ($PublicFolderDatabasesInOrg.Count -1)
New-PublicFolderMigrationRequest -SourceDatabase (Get-PublicFolderDatabase -Server <Source server name>) -CSVData (Get-Content <Folder to mailbox map path> -Encoding Byte) -BadItemLimit $BadItemLimitCount

To verify that the migration started successfully, run the following command.
Get-PublicFolderMigrationRequest | Get-PublicFolderMigrationRequestStatistics -IncludeReport | Format-List

Step 5: Lock Source Server
On the Exchange 2010 server, run the following command to lock the legacy public folders for finalization.

Set-OrganizationConfig -PublicFoldersLockedForMigration:$true

Step6: Finalize public folder migration
Set-PublicFolderMigrationRequest -Identity PublicFolderMigration -PreventCompletion:$false
Resume-PublicFolderMigrationRequest -Identity PublicFolderMigration

Step7: Test Public Folder Migration
Run the following command to assign some test mailboxes to use any newly migrated public folder mailbox as the default public folder mailbox
Set-Mailbox -Identity <Test User> -DefaultPublicFolderMailbox <Public Folder Mailbox Identity>

Log on to Outlook 2007 or later with the test user identified in the previous step, and then perform the following public folder tests:

Post Migration Check

1. Verify Internal and external DNS records and aliases of autodiscover and mail are pointing to Exchange 2013 CAS server or load balancer VIP or CAS NLB IP. At this stage do not delete Host(A) record of legacy exchange servers until you decommission them.

2. Point your Spam Guard or hosted email security to forward all the emails to exchange 2013 to receive incoming mail via Exchange 2013.

3. Configure Spam Guard or hosted email security to accept emails from all Exchange 2013 Mailbox servers.

4. Configure smart host if necessary.

5. Configure all other application to send email via the Exchange 2013 Mailbox Servers

6. Test inbound and outbound email from outlook client and mobile devices.

7. Start Monitoring Exchange, Open EMS and execute Get-mailbox –monitoring

8. Go to https://testconnectivity.microsoft.com/ to test connectivity of Exchange 2013

9. Go to http://mxtoolbox.com/ to test your MX, Reverse DNS and DNS records.

Decommission Legacy Exchange Server

Before you decommission legacy Exchange server, make sure you have completed the following tasks

Make sure public and internal DNS, MX and CNAME are correct.
Move all user mailboxes to Exchange 2013.
Move all room mailboxes to Exchange 2013.
Move all public folders to Exchange 2013
Move all arbitration mailboxes to Exchange 2013.
Move all Discovery Search mailboxes to Exchange 2013
Add all Exchange 2013 mailbox servers in all the send connectors and remove the Exchange 2007/2010 servers from Send Connector.
Create new anonymous relay receive connectors in Exchange 2013 and all IPs in remote network settings properties of relay
Ensure you have configured Autodiscover correctly at AutoDiscoverServiceInternalUri properties if all CAS 2013. Issue Get-ClientAccessServer | fl cmdlet to view internal url of autodiscover.

10. Remove Exchange 2010 CAS arrays. Execute Get-clientaccessarray | remove-ClientAccessArray in Exchange 2010 management shell

11. Point all the applications to use Exchange 2013 SMTP.

12. Test inbound and outbound email from various supported clients.

Now is the time to shutdown legacy exchange servers in your organization and test Exchange 2013 mail flow again. Make sure you shut down the server during working hours and working days. Keep the legacy exchange down for at least 48hrs. To decommission legacy Exchange follow the steps

1. Bring all legacy servers online means power on all servers which were down in previous step.

2. Remove all Public Folder replicas else Public Folder Database will not be removed. To remove public folder replicas, open Exchange Management Console in exchange 2010, Click Tools, Open Public Folder Management Console, Select Default Public Folder, Click properties, Click Replication, Remove exchange 2010 database from replication. Repeat the same for systems public folder.

3. Remove Exchange 2007/2010 mailbox database and Public folder databases from EMC or EMS.

4. Go to Control Panel to remove Exchange 2007/2010. On Program and Features screen click on Uninstall. On the Maintenance Mode page of the Exchange Server 2007/2010 Setup wizard begins the process of removing your Exchange installation. Click Next to continue.

5. On the Server Role Selection page, uncheck in 2007/2010 all Exchange server roles and Exchange management tools to remove. In Exchange 2007 CCR remove passive node first then follow the same steps on active node. Click next to continue.

6. On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. If the prerequisites check doesn’t complete successfully, review the Summary page and fix any issues that are preventing Setup from removing exchange 2007/2010. If the checks have completed successfully, click Uninstall to remove the entire installation of Exchange 2007/2010.

7. On the Completion page, click Finish.

8. Verify the setup log files and folder located at c:ExchangeSetupLogs.

9. Uninstall Internet Information Services (IIS) from windows Server 2008 or add/remove program and features in Windows Server 2003.

10. Disjoin the legacy Exchange servers from the Domain.

11. Delete Host(A) DNS record of Legacy Exchange Server. Delete ONLY legacy DNS record.

References

http://technet.microsoft.com/en-us/library/ee332361(EXCHG.141).aspx

http://technet.microsoft.com/en-us/library/bb123893(EXCHG.80).aspx

http://technet.microsoft.com/en-US/exdeploy2013/Checklist?state=2284-W-CABEAgAAQAAACQEAAQAAAA~~

http://support.microsoft.com/kb/2846555

http://support.microsoft.com/?kbid=940726

http://www.petenetlive.com/KB/Article/0000036.htm

http://blogs.technet.com/b/meamcs/archive/2013/07/25/part-1-step-by-step-exchange-2007-to-2013-migration.aspx

http://blogs.technet.com/b/meamcs/archive/2013/07/25/part-2-step-by-step-exchange-2007-to-2013-migration.aspx

http://blogs.technet.com/b/meamcs/archive/2013/07/25/part-3-step-by-step-exchange-2007-to-2013-migration.aspx

http://blogs.technet.com/b/meamcs/archive/2013/07/25/part-4-step-by-step-exchange-2007-to-2013-migration.aspx

http://www.expta.com/2013/05/owa-2013-cu1-redirection-is-broken-for.html

Windows Server Patching Best Practices

Posted on July 19, 2013 by LM Publications

This article provides actionable advice about how to manage patches to reduce downtime while still maintaining the security of software services through the proactive reduction of dependencies and the use of workaround solutions.

Patching Requirements

Windows Server patches, hotfixes and service pack is critical for compliance, service level agreement and security purposes. Keeping an operating systems and application up to date is the key to align your infrastructure with latest software. Patches and hotfixes also enable you to prevent any security breaches and malware infection.

Windows Patch Classification

The following are strongly recommended patches:

Critical
Security
Definition Updates for malware
Service packs

Windows Product Classification

It is highly recommended that you patch Windows Servers, Windows Clients, Office, Applications (Silverlight, .Net Framework, SQL, Exchange, SharePoint, FF TMG).

Patching Groups

Consultants should take time to test the patches in a non-production environment prior to being deployed to production. This will help to gauge the impact of such changes. Ideally you will have the following patching groups:

1. UAT (UAT1, UAT2, etc)

2. Test Environment (Test1, Test2, etc)

3. Development Environment (Dev1, Dev2 etc)

4. Production (Prod1, Prod2, etc)

If you have clustered environment like SQL, Exchange and SharePoint then create Prod1, prod2 group and place each node on each group.

Change Management

System administrators should maintain a log, written or electronic, of all changes to the operating environment, to include hardware, system security software, operating system, and applications. Prior to any changes being implemented on a system, the system administrator should receive approval of stakeholders.

Backup

Why am I discussing backup with patching best practice? In case of emergency you can rollback completely and restore a server to its original state if necessary. It is very important that servers be backed up on a regular basis. Depending on the use of the server, it may be adequate to backup the server once per week. A backup of a more critical environment may be needed daily, and possibly continuously. The backup program provided with Windows is capable of backing up to virtually any writable media, which can include network drives provided by a server in another physical location. This program is also capable of scheduling backups which can ensure backups occur on a regular interval.

Microsoft strongly recommends that you create the following backups before you install an update rollup, service pack and patch on Exchange and SQL:

A full backup of all databases on the server.
A full backup of transaction log and log backup
A system state backup of the server.
A snapshot of virtualized exchange server. Delete snapshot after successful patching and updating.

Application Compatibility

Read release notes of each hotfixes you are going to apply so that you are compliant with the application installed on the server. Consult with application vendor before applying service pack to any server if the server is hosting specific business application. Consult with application engineer about the importance of server patching. Inform and educate application engineer as much as possible to avoid conflict of interest.

Documentation

Documentation released with the updates is usually in the form of web pages, attached Word documents and README.TXT files. These should be printed off and attached to change control procedures as supporting documentation.

Back out Plan

A back-out plan will allow the system and enterprise to return to their original state, prior to the failed implementation. It is important that these procedures are clear, and that contingency management has tested them, because in the worst case a faulty implementation can make it necessary to activate contingency options. Historically, service packs have allowed for uninstalling, so verify there is enough free hard disk space to create the uninstall folder. Create a back out plan electronically and attach with change management software.

User Notifications

You need to notify helpdesk staff and support agencies of the pending changes so they may be ready for arising issues or outages.

Consistency across Servers

Always install the same service packs or hotfixes to each SQL server node, Exchange DAG member and Domain Controller.

Routine Maintenance Window

A scheduled maintenance window must be agreed with business so that application outage and server reboot can maintain a respectable Service Level Agreement (SLA). If you have a large infrastructure with thousands of servers and many regions working round the clock then you must consider application dependencies. A patching schedule can be considered in between every Friday of every month at 6:00 P.M. Friday to 6:00 A.M Monday. Setup maintenance window in system center or deadline for WSUS to make sure patches are applied when you want instead of when patch is available. In this way you will have a complete control over change windows approved by change advisory board (CAB). Do not allow end users to update patches on their client machine according to their wishes and happiness! then user will never install any patch.

Patching Tools

I strongly recommend that you spend few $$$ to buy Microsoft System Center 2012 to manage and deploy Windows patches, service pack and hotfixes. However you can use Windows Server Update Services (WSUS) as poor man’s patching solutions.

Patching DMZ server can be accomplished using WSUS offline patching solutions available for free to download from http://download.wsusoffline.net/.

Automate, Automate and Automate!

Automated patch management using System Center could enable a single IT administrator to access a pre-populated patch policy. He then could execute the command and with the press of a single button, download the patches from Microsoft’s website, install them on a test machine and test for compatibility issues. Meanwhile, an automatic inventory check could search for systems with the affected software, wake them up, check their readiness and push the verified patches out to waiting machines. The patches would then be automatically installed on each system, and they’d reboot as necessary. The final step is an automated report on the status of the remediated devices.

Standardize Patch Management Processes

Standardized patch management processes could allow for daily assessment and remediation of client devices and weekly assessment and remediation for servers. Reports can then be generated to validate system status on a weekly or bi-weekly schedule. A systems monitoring task that used to take days now takes minutes, and patches are deployed more completely and consistently across the entire IT environment. A single IT administrator can proactively manage thousands of systems tasks in the same amount of time it took an entire team to do the tasks manually.

Reboot Windows Computer

Some application may require reboot of server before patching such as RSA Secure Console. However most of the server must be rebooted after patching. Do not suppress reboot after patching in any circumstances or you will have a messy environment and broken clusters.

X86 and X64 Windows Systems

The most prominent 32-bit application you’re likely to see on a 64-bit Windows system is Office. In this sort of situation System Center benefits most because you can adjust and make decision based on architecture and compliance as well. You can approve patches based on “Needed and Not Installed”. If a server or client need update it will install if not then it will not installed. It’s safe to do so.

Antivirus and Antispyware

Servers are vulnerable to many forms of attack. Implementation and standardization of security methods should be developed to allow early and rapid deployment on servers. It’s important that a Windows server be equipped with a latest centrally managed Antivirus program. Antivirus update must be scheduled with the same maintenance window to update antivirus with latest definition.

Audit Practices

Servers have a powerful auditing feature built in. Typically, server managers would want the auditing system to capture logins, attempted logins, logouts, administrative activities, and perhaps attempts to access or delete critical system files. Auditing should be limited to gathering just the information that is needed, as it does require CPU and disk time for auditing to gather information. Log Management software should be used, if possible, for ease of managing and analysing information. Report can be generated from Systems Center and WSUS as proof of patching cycle.

Log Retention

Servers keep multiple logs and, by default, may not be set to reuse log file entries. It is a good practice to expand the size of the allowed log file and to set it to reuse space as needed. This allows logging to continue uninterrupted. How far back your log entries go will depend on the size of the log file and how quickly you are accumulating log data. If your server environment is critical, you may wish to ensure that the log file size is sufficient to store about 30 days of logging information, and then rotate log files once per month.

Installing Updates on a single Exchange Server

Download Exchange Update from Microsoft Download Center. Record Current Exchange Version information

Check for publisher’s certificate revocation

1. Start Internet Explorer.

2. On the Tools menu, click Internet Options.

3. Click the Advanced tab, and then locate the Security section.

4. Clear the Check for publisher’s certificate revocation check box, and then click OK.

5. After the update rollup installation is complete, select the Check for publisher’s certificate revocation option.

Pre-check before installing

1. Determine which update rollup packages are installed on your Exchange server roles

2. Determine whether any interim updates are installed

3. Review interim updates

4. Obtain the latest update rollup package

5. Apply on a Test Exchange Server

Install Exchange Update

1. Ensure that you have downloaded the appropriate rollup to a local drive on your Exchange servers, or on a remote network share.

2. Run the Windows Installer *.msp Setup file that you downloaded in step 1.

Install Exchange Update on DAG Member

To update all DAG members, perform the following procedures on each DAG member, one at a time. Set the member server in maintenance mode using this PowerShell Command.

.StartDagServerMaintenance.ps1 <ServerName>

Install the update rollup

1. Close all Exchange management tools.

2. Right-click the Exchange update rollup file (.msp file) you downloaded, and then select Apply.

3. On the Welcome page, click Next.

4. On the License Terms page, review the license terms, select I accept the License Terms, and then click Next.

5. On the Completion page, click Finish.

Once installed exit from maintenance mode run the StopDagServerMaintenance.ps1 script. Run the following command to re-balance the DAG, as needed

.RedistributeActiveDatabases.ps1 -DagName <DAGName> -BalanceDbsByActivationPreference -ShowFinalDatabaseDistribution

When the installation is finished, complete the following tasks:

Start the Services MMC snap-in, and then verify that all the Exchange-related services are started successfully.
Log on to Outlook Web App to verify that it’s running correctly.
Restore Outlook Web App customizations, and then check Outlook Web App for correct functionality.
After the update rollup installation is complete, select the Check for publisher’s certificate revocation option in Internet Explorer. See “Certificate Revocation List” earlier in this topic.
Check Exchange 2010 version information
View Update rollup in Control Panel>Programs and Features

Patching Microsoft Failover Cluster

You can install Windows service packs on Windows Server Failover Cluster nodes using the following procedure. Administrative privilege is required to perform the following tasks.

Procedure to install Windows service pack or hotfixes in Windows Server 2003:

Check the System event log for errors and ensure proper system operation.
Make sure you have a current backup and updated emergency repair disk for each system. In the event of corrupt files, power outage, or incompatibility, it may be necessary to revert back to the state of the system prior to attempting to install the service pack/hotfixes.
Expand Node A, and then click Active Groups. In the left pane, right-click the groups, and then click Move Group to move all groups to Node B.
Open Cluster Administrator, right-click Node A, and then click Pause Node.
Install the service pack on Node A, and then restart the computer.
Check the System event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Cluster Administrator, right-click Node A, and then click Resume Node.
Right-click Node B, and then click Move Group for all groups owned by Node B to move all groups to Node A.
In Cluster Administrator, right-click Node B, and then click Pause Node.
Install the service pack on Node B, and then restart the computer.
Check the system event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Cluster Administrator, right-click Node B, and then click Resume Node.
Right-click each group, click Move Group, and then move the groups back to their preferred owner.

Procedure to install Windows service pack or hotfixes in Windows Server 2008 and Windows Server 2012:

Check the event log for errors and ensure proper system operation.
Make sure you have a current backup and updated emergency repair disk for each system. In the event of corrupt files, power outage, or incompatibility, it may be necessary to revert back to the state of the system prior to attempting to install the service pack/hotfixes.
On Node A, Expand Services and Applications, and then click the service or application
Under Actions (on the right), click Move this service or application to another node, then choose the node or select Best possible.
In the Failover Cluster Manager snap-in, right-click Node A, and then click Pause.
Install the service pack/hotfixes on Node A, and then restart the computer.
Check the event log for errors. If you find any errors, troubleshoot them before continuing this process.
In Failover Cluster Manager snap-in, right-click Node A, and then click Resume.
Under Actions (on the right), click Move this service or application to another node, then choose the node.
Note: As the service or application moves, the status is displayed in the results pane (in the center pane). Follow the Step 9 and 10 for each service and application configured on the cluster.
Install the service pack/hotfixes on Node B, and then restart the computer.
Check the event log for errors. If you find any errors, troubleshoot them before continuing this process.
From the Failover Cluster Manager snap-in, right-click Node B, and then click Pause.
In Failover Cluster Manager, right-click Node B, and then click Resume.
Right-click each group, click Move Group, and then move the groups back to their preferred owner.

You can use the following PowerShell Cmdlet to accomplish the same.

1. Load the module with the command: Import-Module FailoverClusters

2. Suspend (Pause) activity on a failover cluster nodeA: Suspend-ClusterNode nodeA

3. Move a clustered service or application (a resource group) from one node to another: Get-ClusterNode NodeA | Get-ClusterGroup | Move-Cluster Group

4. Resume activity on nodeA that was suspended in step 5: Resume-ClusterNode nodeA

5. Move a clustered service or application (a resource group) from one node to another: Get-ClusterNode NodeB | Get-ClusterGroup | Move-Cluster Group

6. Suspend (Pause) activity on other failover cluster node: Suspend-ClusterNode nodeB

7. Resume activity on nodeB that was suspended in step 10 above: Resume-ClusterNode nodeB

Conclusion

It is critical that when service packs, hotfixes, and security patches are required to be installed, that these best practices be followed.

Bottom line

1. Read all related documents.

2. Use a change control process.

3. Apply updates that are needed.

4. Test patches and hotfixes on test environment.

5. Don’t get more than 2 service packs behind.

6. Target non-critical servers first.

7. Service Pack (SP) level consistency.

8. Latest SP instead of multiple hotfixes.

9. Apply only on exact match.

10. Subscribe to Microsoft email notification.

11. Always have a back-out plan.

12. Have a working Backup and schedule production downtime.

13. Consistency across Domain Controllers and application servers.

Additional Readings:

SQL Server failover cluster rolling patch and service pack process

Patch Management on Business-Critical Servers

Transition from Exchange 2010 to Exchange 2013 Step by Step

Posted on May 9, 2013 by LM Publications

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Assumptions:

You have the following infrastructure operational and functioning as desired.

Domain Controller
Certificate Authority
Exchange Server 2010 SP2 DAG
FF TMG 2010 SP2

Current Exchange Version:

Prerequisites:

Windows Server 2012 installed on computers which will house Exchange Server 2013.
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
Download Exchange 2010 SP3
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.

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.
The Introduction page begins the process of installing Exchange into your organization. Click Next to continue.
On the License Agreement page, Select I accept the terms in the license agreement, and then click Next.
On the Recommended settings page, select whether you want to use the recommended settings. If you select Use recommended settings, click Next.
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.
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.
On the Malware Protection Settings page, choose keep it enabled. Click Next to continue.
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.
Be sure to also review any warnings that are reported. If all readiness checks have completed successfully, click Install to install Exchange 2013.
On the Completion page, click Finish.
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.

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.

In the EAC, navigate to Mail flow > Send connectors, and then click Add .
In the New send connector wizard, specify a name for the send connector and then select Internet for the Type. Click Next.
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.
Under Address space, click Add . 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.
Make sure Scoped send connector is not selected and then click Next.
For Source server, click Add . 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 . After you’ve selected the server, click Add . Click OK.
Click Finish.

New-SendConnector –Internet –Name MysendConnector –AddressSpace Superplaneteers.com

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.

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Blog by Raihan Al-Beruni

Tag Archives: exchange DAG

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

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

Receive connectors

Send connector:

Windows Server Patching Best Practices

Standardize Patch Management Processes

Conclusion

Additional Readings:

Transition from Exchange 2010 to Exchange 2013 Step by Step

Migration Guide

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

How to Configure Unified Messaging in Exchange 2013 Step by Step

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Receive connectors

Send connector:

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Standardize Patch Management Processes

Conclusion

Additional Readings:

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