Exchange 2013 Upgrade, Migration and Co-existence

Migration Guide

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

How to Configure Unified Messaging in Exchange 2013 Step by Step

Mail flow in Exchange 2013

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Source: Microsoft TechNet

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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

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

Transition from Exchange 2010 to Exchange 2013 Step by Step

Exchange Server 2013 Step by Step 

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Assumptions:

You have the following infrastructure operational and functioning as desired.

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

Current Exchange Version:

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Prerequisites:

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

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

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

Move-ActiveMailboxDatabase -Server EXCHMBXSRV01 -ActivateOnServer EXCHMBXSRV02

Step2: Install Service Pack 3 on Exchange Server 2010 SP2

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

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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.

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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

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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

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Step5: Install CU1 for Exchange Server 2013

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

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

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

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

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

Step7: Configure Outlook Web Access in Exchange 2013

Step8: Configure Send/Receive Connector

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

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

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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.

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

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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.

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

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

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

Step11: Publish Exchange OWA to External Clients

Step12: Migrate Public Folder.

Step13: Migrate Exchange UM

Step14: Retire Exchange Server 2010

A detailed migration steps are available in this book.

Exchange Server 2013 Step by Step 

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