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Transition to Exchange 2007 from exchange 2003

In the lifespan of an organisation it’s messaging environment be transitioned to a newer version several times. Whilst this is not a complicated thing to do it does require some level of planning and thought. I’ll be addressing the transitioning from Exchange 2003 to 2007 from a fairly simple view here. Since the general outlines of the process are the same for nearly every situation there is no need for different detailed documents on this.

We’ll be working with the following infrastructure in this guide:

· 2 windows 2008 R2 domain controllers

· 1 Exchange 2003 SP2 server

· 1 Exchange 2007 SP3 server.

Since this is a transition from a legacy environment there are some more steps to take than if we would be straight up installing a completely new Exchange 2007 environment. I will not neglect to point out some things that you might need to differently in case you would have a slightly different environment. So let’s get started!

Preparing the environment for Exchange 2007

Installing Exchange 2007 in an existing legacy environment firstly require you prepare the legacy permissions. Since the architecture of Exchange 2007 changed quite a bit (f.e. no more routing group connectors!) this will prepare the legacy Exchange environment RUS to work properly whist the 2007 servers are there.

First of all, you need to make sure your Exchange 2003 environment is in native mode:

1. Open Exchange system manager
2. Right click the very top level item (in my case: toasterlans (exchange))
3. Select properties
4. Make sure the operation mode is in Native mode (aka no Exchange 2000 servers). If it is not, upgrade it by clicking the button below operation mode.

5. Now switch over to the future Exchange 2007 server (make sure you are logged on to the domain)
6. Open a command prompt as administrator
7. Navigate to your installation media
8. Type in “setup.com /preparelegacyexchangepermissions”
9. Setup will start to prepare the domain and Exchange 2003 with legacy permissions.

The next step is to prepare the Active Directory Schema:

1. Switch over to the future Exchange 2007 server (make sure you are logged on to the domain)
2. Open a command prompt as administrator
3. Type in servermanagercmd –i RSAT-ADDS
4. Reboot
5. Logon on and open a command prompt as administrator
6. Navigate to your installation media
7. Type in “setup.com /prepareschema”
8. Wait for completion…

Note that we installed the RSAT-ADDS component on our server to allow setup to contact the active directory. If you do not wish to install this component (it will get installed later on anyways) you can opt to run the prepare schema and AD operation on a domain controller.

And finally our last step in preparing the environment for Exchange 2007

1. switch over to the future Exchange 2007 server (make sure you are logged on to the domain)
2. Open a command prompt as administrator
3. Navigate to your installation media
4. Type in “setup.com /prepareAD”
5. Wait for completion…

Now that the routing group connectors, the permission and the schema have all been dealt with we can start installing Exchange 2007 in to our environment!

Installation

First of all it might seem I’m missing something here, where are the prerequisites? Your totally right there… Put in the following commands to get those prerequisites on the machine…

Servermanagercmd –I RSAT-ADDS (if you didn’t install this earlier)
Reboot
ServerManagerCmd -i Web-Metabase
ServerManagerCmd -i Web-Lgcy-Mgmt-Console
ServerManagerCmd -i Powershell (installed by default on 2008 R2)
ServerManagerCmd -i Web-Server
ServerManagerCmd -i Web-ISAPI-Ext
ServerManagerCmd -i Web-Metabase
ServerManagerCmd -i Web-Lgcy-Mgmt-Console
ServerManagerCmd -i Web-Basic-Auth
ServerManagerCmd -i Web-Digest-Auth
ServerManagerCmd -i Web-Windows-Auth
ServerManagerCmd -i Web-Dyn-Compression
ServerManagerCmd -i RPC-over-HTTP-proxy

So go ahead and start setup and click the start Exchange 2007 SP3 installation.

Read through the new features, click next. Accept the license agreement and click next.I usually leave error reporting on, but your mileage might differ. Now on the next screen we have the option between a typical installation and a custom installation. Since this is about a simple all in one server transition, select typical. If you need to change the installation path this would be the time to do so! Click next.

The following screen requires you to select a server in the routing group connector that Exchange 2007 will connect to. Basically this means that all mail flow between the organisations will go through that server. So click browse and select the appropriate server.

Setup will perform some prerequisite tests and check for updates. This might take a while so go and get yourself something to drink. When this ends you might get some warnings. Take note of them and press “install”.

Installation will, once again, take a while depending on your hardware speeds. We’re almost done installing Exchange so no panic! Once the installation is completed you can go ahead and click finish J. You’ll probably get presented by a popup asking the server to reboot before placing it in production, quickly followed by the EMC opening up.

Now, before we move users on to the server we will have to reboot, but first we want to make some configuration changes to the server.

Configuration

Accepted domains

First of all we need to configure the accepted domains J.

1. Open the EMC
2. Open Organization configuration
3. Open Hub transport
4. Open the Accepted Domains tab.
5. Check that all domains have been transferred from the 2003 server
6. Open the email address policies tab
7. Check that all policies have been transferred from the 2003 server.

Mailflow

1. Open the EMC
2. Open the Server configuration section
3. Open Hub Transport
4. Right click the default receive connector
5. Open the permission groups tab
6. Check the anonymous users checkmark
7. Go back to the organization configuration
8. Open hub transport
9. Click on the send connectors tab
10. Create a new send connector by choosing that action in the right pane
11. Name it
12. Choose internet from the intended use drop down list
13. Next
14. Click on add
15. In the address field add “*”
16. Click on OK, next
17. If you have a smarthost use the information in this section
18. Click on next, next, new, finish

With these steps completed you can now send and receive mail through the Exchange 2007 servers! Go ahead and reboot the server before proceeding any further. With the server there is still a number of other tasks that need to be performed; Replication of the public folders, moving the database, OAB generation servers and removing the Exchange installation.

Replicating all public folders

1. Open the EMC
2. Go to toolbox
3. Open Public Folder management Console
4. Configure replication as follows:

a. Right click the public folder you want to replicate
b. Properties
c. Replication tab
d. Add
e. Select the server you want to replicate with
f. Press OK, OK

Note that you will have to replicate the free busy data if you are using outlook 2003 clients! Once the public folders have replicated proceed with the steps below…

Point all external links to the Exchange 2007 CAS servers at this point

Transition

Moving mailboxes

1. Open the EMC
2. Go to recipient configuration
3. Open the mailbox section
4. Select the users you want to move (use batches if possible)
5. Right click
6. Move mailbox
7. Browse to select the Exchange 2007 mailbox store
8. Next
9. Next
10. Next
11. Move
12. Sit back and enjoy

OAB Generation server

1. Open EMC
2. Expand organization configuration
3. Expand mailbox
4. Offline address book tab
5. Right click the default offline address book
6. move
7. Browse to select the new server
8. Move
9. Finish
10. Right click detault offline address book
11. Properties
12. Distribution
13. Enable web-based distribution
14. Add
15. Select the web directory
16. OK, OK

The last seven steps will allow all outlook 2007 and 2010 client to use web distribution to download the OAB.

Removing the routing group connector:

· Get-routinggroupconnector | remove-routinggroupconnector

Moving the RUS

1. Open system manager on the 2003 server
2. Expand recipients node
3. Expand recipient update services
4. Perform the following for both items listed:

a. Right click
b. Properties
c. Brose next to Exchange server
d. Select the Exchange 2007 server
e. OK
f. OK

Uninstalling Exchange 2003

1. Open the control panel
2. Add or remove programs
3. Exchange 2003
4. Change/remove
5. Select remove from the drop down menus

And you are now finished, running completely on Exchange 2007! Of course this was a very basic guide and there are a ton of things more you can do with Exchange 2007 that we’ll cover in upcoming articles!



Feedback

# re: Transition to Exchange 2007 from exchange 2003

nice post.... 2/7/2012 1:14 PM | swayaminfotech

# re: Transition to Exchange 2007 from exchange 2003

Removed the images as they messed up the outline for some reason... 2/7/2012 1:40 PM | Marc