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Migrating from Exchange 2003 to Exchange 2007

Nathan Winters – MVP – Exchange Server Consultant – Dimension Data. Migrating from Exchange 2003 to Exchange 2007. Agenda. Exchange 2007 – A Quick Intro Planning for Exchange 2007 Designing Exchange 2007 Migrating to Exchange 2007 Documentation Summary. Forest.

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Migrating from Exchange 2003 to Exchange 2007

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  1. Nathan Winters – MVP – Exchange Server Consultant – Dimension Data Migrating from Exchange 2003 to Exchange 2007

  2. Agenda • Exchange 2007 – A Quick Intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  3. Forest Hub Transport server role Client Access server role Edge Transport server role Internet Directory Server Mailbox server role Server Roles UM Server

  4. Agenda • Exchange 2007 – A quick intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  5. Planning Considerations • Active Directory • Schema update • Permission changes (Split Permissions Model) • Some data exported/sync’d with Edge Transport server • Windows Server 2003 SP1 or later required for; • At least one DC in each Site containing Exchange • Schema Master • Windows 2000 Native or higher domain functional level • DNS • Edge Transport resolution of Hub Transport server • Autodiscover • Single, unified internal namespace • DNS Suffix for Edge Transport server

  6. Planning Considerations • Hardware • 64 Bit • Mailbox server role • Standalone or clustered (CCR or SCC) • Replication (LCR, CCR, SCR, 3rd Party) • Storage (DAS, SAN, iSCSI) • Public Folders • Hub Transport server role • Using Active Directory Sites for routing • Exchange costs can override Site routing • Built-in resilience/failover with multiple servers in Site

  7. Planning Considerations • Client Access server role • Protocols: EAS, HTTPS, POP3, IMAP4 • Services: Availability, Autodiscover, Web Services • Very different from Front-End servers in earlier versions • Optimize performance for Mailbox server role • Never put in a perimeter network • Internal, well-connected network (100 Mbps – 1 Gbps) • Unified Messaging server role • Integrates telephony systems with Exchange • PBX, IP/PBX, VoIP • Many new terms and technologies to learn

  8. Planning Considerations • Edge Transport server role • Designed for a perimeter network deployment • Not a member of internal Active Directory forest/domain • Can be a member of perimeter network forest/domain • Useful for management purposes (group policy, etc.) • MSIT does this • Stores configuration data in local file and Active Directory Application Mode (ADAM) • Uses EdgeSync for one-way transfer of data from Active Directory to ADAM • Minimal attack surface • TCP port 25, 50636, optional RDP port

  9. Base Software Requirements for Exchange 2007 • Windows Server 2003 x64 w/SP1 or R2, or SP2 • Allows OWA users to browse the GAL • Microsoft .NET Framework 2.0 • Windows PowerShell 1.0 • Microsoft Management Console (MMC) 3.0 • Hotfixes / Updates • 272618_intl_x64_zip.exe (Edge) • NDP20-KB926776-X64.exe (.NET update) • WindowsServerver2003.WindowsXP-KB918980-x64-ENU.exe (Windows Server Update) • Windowsmedia10-kb917312-x64-intl.exe (UM) • .NET Framework 2.0 Service Pack 1 or hotfix from 942027

  10. Windows 2008 Exchange Support • WS08 writeable DC’s are supported in environments that have the following Exchange Servers • Exchange 2003 SP2 • Exchange 2007 RTM • Exchange 2007 SP1 • WS08 RODC/ROGC's. • No Exchange servers are RO aware • Exchange 2007 RTM and previous versions of Exchange are not supported for installation on a Windows 2008 server. • Exchange 2007 SP1 can be installed on a Windows 2008 server.

  11. Functional Dependencies • Retain Exchange 2003 for: • X400 Connector • GroupWise Connector and Migration Tools • Event Service • NNTP • OWA • PF Access • Outlook Mobile Access • SMIME Control

  12. Agenda • Exchange 2007 – A quick intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  13. Starting Off Right... • Getting real customer requirements is essential • Prioritise and validate those requirements • Write a Vision and Scope document – and get it agreed • Deal with changes through a change control process • If you don’t... It WILL creep

  14. Architecture • Keep It Simple at all times • Forget empty forest roots • Carefully consider delegated admin models – they rarely work • Clustering is not the only answer • Make sure it is supportable! • Do some discovery - Measure existing systems – measure peak IOPS, mailflow, mailbox profile etc. • Know how to use Perfmon • Use ExBPA

  15. Design Considerations • Sizing • Compliance • Archiving • WAN – Cached mode etc (Optimisation) • Client access methods • Existing IPT and Unified Messaging • Management and Reporting • Disaster Recovery – High Availability

  16. Server Placement Considerations • Sites • CAS • Name space • Method of access • WAN links

  17. Public Folders • Public Folders are widely used for sharing and DL archiving • SharePoint 2007 is another solution for sharing and DL archiving • http://www.tsunami.com • http://www.casahl.com • http://www.quest.com • All previous versions of Outlook and Exchange required Public Folders to be deployed. • Public Folders are required within an organization until: • All Outlook clients are upgraded to Outlook 2007 • All mailboxes have been migrated to Exchange 2007 • No Public Folder applications are still used http://blogs.msdn.com/joelo/archive/2007/07/26/migration-tools-from-kimmo-forss.aspx

  18. Key Sizing Elements • Size for “peak average” not “peak peak” • Monday morning • Repeatable • Busiest servers • Not “average average”, either • Take a visual average • Know when to use percentiles Peak average connections: ~2100 Average active connections: 1441

  19. Sizing Methodology

  20. Sizing Resources and Testing Tools • Sizing Tools • Microsoft’s Exchange Server 2007 Mailbox Server Role Storage Requirements Calculator • DiY • Load Generator • ESP • JetStress • Info on MSIT’s deployment IT Showcase • Blogs, TechNet • White papers • System Center Capacity Planner 2007

  21. Rules of Thumb Mailbox Server Sizing • CPU • Up to 8 cores • ~500 – 1,000 mailboxes / core • All other roles have a ratio based on this number • Memory • 2 – 5MB/mailbox + 2GB • Also SG-dependent • 32GB cost effective at RTM but no real maximum • Network • Min Gbit • With CCR use separate NICs for public and private networks

  22. Rules of Thumb Mailbox Server Sizing • Disk • Balance I/O and Capacity • Content Indexing (online mode, OWA users) • +5% capacity onto database LUN size • Overhead / white space • Target database size + 10% • SLA factored into sizing • Max database size • Recovery Storage Group • Backup to Disk • Delete items retention default is 14 days (15 – 30% increase) • CCR Considerations • Cold State / Cache Warming impact

  23. Rules of Thumb CAS Server Sizing Processor Memory Usage • CPU • Up to 4 cores • 1:4 CAS:Mailbox cores • Memory • 2GB/core new! • Heavy Outlook Anywhere access: 2GB+/core (16GB max new!) • Disk – sure, why not • Network • Gbit recommended • 64k connection limit

  24. Rules of Thumb Hub Transport Server Sizing • CPU • Memory • 1GB/core; 16GB max • Large queue scenarios • Per message overhead: 3K, per recipient overhead: 1K • Edgesync (enterprise deployments) • 4K per mail-enabled object • Disk • Separate mail.que and logs from system disks (RAID 10) • Transport dumpster impact • 4GB minimum free space or Back Pressure kicks in…. VM testing - beware • Network • Gbit recommended

  25. Rules of Thumb UM Server Sizing Tests were conducted on a system with 4 GB RAM and 2 x 2-core, 4 Ghz processors • CPU • Up to 4 cores • Multiple cores recommended if converting from .wav to .wma • Memory • 1GB/core (2GB minimum) • 4GB maximum • Disk • Based on codec • Network • Gbit recommended • Concurrency • 60 users (WMA) • 75 users (GSM) • Equates to 2K – 10K user population per server

  26. Agenda • Exchange 2007 – A quick intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  27. Exchange Migration Methods a. Intra Organisational b. Inter Organisational Org A Org B Org A

  28. Preparation • Base build server and install prerequisites • Patch server • Create OUs for server objects in AD • Move server machine accounts in to correct OUs • Create Exchange Full Administrator Service Account • Grant Domain, Ent and Schema Admins and Make Exchange 2003 Full admin • Copy the install files to each server - c:\software\Exchange2007 • Create updates dir on each server - c:\software\Exchange2007Patches • Copy rollup 1 to updates dir (Note Error - currently manual) • Create binaries install location (New-Item -Type directory -Path "D:\Program Files\Microsoft\Exchange Server") • If not already in existence create Certificate Authority • Implement Link State suppression • Clean up accepted domains and recipient policies before deployment • Verify Server Build: Network config, Patching, IE version, Prerequisites

  29. Exchange 2007 Setup Prepare AD Overview • /PrepareLegacyExchangePermissions • For every Ex 200x ‘domainpreped’ domain • For a specified domain • /PrepareSchema • Apply legacy permissions if required • Extend schema • /PrepareAD • Apply legacy permissions if required • Extend schema if required • Create Exchange global objects • Prepare local domain • /PrepareDomain • For local domain • For all domains • For a specified domain

  30. Verify the Schema Has Been Extended Exchange 2007 Service Pack 1 Schema Version 11116

  31. Verify Prepare ADExchange 2007 Security Groups • Setup creates five Exchange USG in the root domain • Exchange Administrative Group (FYDIBOHF23SPDLT) • Exchange Routing Group (DWBGZMFD01QNBJR)

  32. Order of Deployment • Install server roles in this order: • Client Access server role • Hub Transport server role • Mailbox server role • Unified Messaging server role • Edge Transport server role can be introduced at any time • Full functionality requires Hub Transport server and EdgeSync

  33. Unattended Setup • Setup.com /r:”c,m,u,h” • /roles:<roles to install> • Hub Transport (H); Client Access (C); Edge (E); Mailbox (M); Unified Messaging (U); Management Tools (T) • /mode:<setup mode> • Install, Uninstall, Upgrade, RecoverServer • /TargetDir:<folder> • /DomainController • /prepareAD • /prepareSchema • /prepareLegacyExchangePermissions • /NewProvisionedServer • /OrganizationName • /EnableLegacyOutlook • /LegacyRoutingServer

  34. Check Straight After Setup • Check the Application Event Log • Run the Get-ExchangeServercmdlet • Parse through setup logs • Get-SetupLog c:\exchangesetuplogs\exchangesetup.log -error –tree • Enter Product Key • Run ExBPA

  35. Exchange Setup Log Locations

  36. Understanding success or failureLearning to trust setup • Simple return codes • 0 for success • 1 for failure • The right data in the log • ExchangeSetup.log, found in the ExchangeSetupLogs directory of your system drive • Errors and Warnings are uniformly annotated • Success/Failure messages are unambiguous [5/25/2006 3:32:05 PM] [0] The Microsoft Exchange Server setup operation completed successfully. [5/25/2006 3:32:05 PM] [0] End of Setup • get-setuplog.msh used to parse log

  37. Role Specific Post Setup Tasks

  38. Non Role Specific Tasks • Baseline Performance • Security – SCW • Create and Test your DR plan • Ensure DNS Reverse lookup and Sender ID records are setup correctly • Monitor the Basics • Permission/Role Delegation • Training • Documentation! • Regularly perform documentation updates • Regularly run ExBPA • Administration delegation • Deploy Outlook 2007

  39. Move Mailbox Preparation • Required permissions • Exchange Recipient Administrator • Exchange Server Administrator • Member of Local Administrators group • Transaction logs increase • Single instance storage loss (potential) • User mailbox cleanup

  40. Bulk Migration Options Move-mailbox –identity bond –targetdatabase “007E2K7\first storage group\mailbox database” • User • Database • Server Get-mailbox –database “009E2K3dc1\First Storage Group\Mailbox Store (009E2K3dc1)” | move-mailbox –targetdatabase “007E2K7\first storage group\mailbox database” Get-mailbox –server “009E2K3dc1” | move-mailbox –targetdatabase “007E2K7\first storage group\mailbox database”

  41. Post-Mailbox Migration Confirmation: Event Viewer • Event IDs • 1006 • 9354 • 1007

  42. Decommissioning Things to consider… • Reroute mail to target environment • Ensure all mail has been moved • Ensure all public folders have been re-homed.

  43. Agenda • Exchange 2007 – A quick intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  44. Script It! • Let’s take a look at some scripts…….

  45. Agenda • Exchange 2007 – A quick intro • Planning for Exchange 2007 • Designing Exchange 2007 • Migrating to Exchange 2007 • Documentation • Summary

  46. Summary • Prepare! • Planning • Discovery • Requirements • Testing • Sizing • Server Placement • Communication

  47. Any Questions???

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