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Learn why, how, and when to transition to Exchange 2007 for optimal efficiency and coexistence with legacy systems. Expert advice on planning, preparation, and deployment for a seamless migration process.
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SatisfyYourTechnicalCuriosity 27, 28 & 29 March 2007 International Convention Center (ICC) Ghent, Belgium
Migrating to Exchange 2007: Why, How, and When? Ilse Van Criekinge ICT Consultant – Atos Origin NV/SA http://www.atosorigin.be http://www.pro-exchange.be
Content • Introduction: Migrating vs Transitioning • Whybother? • Supportedtransitionscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
Introduction: Migrating vs Transitioning • Migration = Move to Exchange • From a non-Exchangemessaging system to an Exchange Organization • Fromone Exchange organization to a new Exchange Organization • Transitioning = Upgrade to Exchange • Move data fromanylegacy Exchange servers in yourorganization to new Exchange 2007 servers in sameorganiztion • Decommission the legacy Exchange servers
Transitioning to Exchange 2007: Why, How, and When? Ilse Van Criekinge ICT Consultant – Atos Origin NV/SA http://www.atosorigin.be http://www.pro-exchange.be
Content • Introduction: Migrating vs Transitioning • Whybother? • Supportedtransitionmigrationscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
Content • Introduction: Migrating vs Transitioning • Whybother? • Supportedtransitionscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
Content • Introduction: Migrating vs Transitioning • Whybother? • Supportedtransitionscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
Planning forCoexistence • Coexistencepossiblewith Exchange 2003 or Exchange 2000 • Gain knowledge on: • AdministrationDifferences • Routing Differences • Licensing
AdministrationDifferences • AdministrativeGroups are gone • Exchange Administrative Group (FYDIBOHF23SPDLT) • Exchange Server 2000/2003 • Exchange System Manager • Active Directory Users and Computers • Exchange Server 2007 • Exchange Management Console • Exchange Management Shell
Routing Differences • Routing Groups are gone • Exchange Routing Group (DWBGZMFD01QNBJR) • Link-state routing is notusedby Exchange 2007 • Routing Topology is definedby: • Exchange 2000/2003: routing groups • Exchange 2007: Active Directory site topology
LicensingDifferences • Microsoft Exchange Server 2007 • Standard Edition • EnterpriseEdition • Microsoft Exchange Server 2007 CAL • Standard CAL • Enterprise CAL
Content • Introduction: Migrating vs Transitioning • Whybother? • Supportedtransitionscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
How? • Collectinformation • Run ExBPAversion 2.7 • Prepare Active Directory • Deploy Exchange
Collectinformation • Exchange organization settings; • Active Directory settings; • Network settings; • Exchange-awareproducts.
Exchange 2007 Readiness Check • Scan yourexistingorganizationusing the Microsoft Exchange Server Best PracticesAnalyzerTool (ExBPA) • ExBPAversion 2.7 and later (http://www.exbpa.com) • Includesan Exchange 2007 Readiness Check • Results in Transitiondocumentation
Prepare Active Directory • Prepare Legacy Exchange Permissions • Enables the legacy RUS to functioncorrectly • Prepare Schema (Setup /PrepareSchema) • Updates schema with Exchange 2007 specificattributes • Prepare AD (Setup /PrepareAD) • Configuresglobal Exchange objects in AD • Creates Universal SecurityGroups in root domain • Setup /PrepareDomain, Setup /PrepareAllDomains
Prepare the Exchange Server • Hardware • x64 architecture-based computer • Min 2Gb RAM • Software • .Net Framework 2.0 + Update (Q926776) • Windows Powershell • MMC 3.0 • Updates • http://support.microsoft.com/?kbid=919166
Deploy Exchange 2007 • Deploy and configureClient Access servers • Deploy and configure Edge Transport servers • Deploy and configureHub Transport servers • Deploy and configure Mailbox servers • Deploy and configureUnifiedMessaging Servers
Transition • Replicate Public Folders • Move legacymailboxes to Exchange 2007 • Rehomeconnectors • Redirectinbound mail to Exchange 2007 • Rehomeoutbound mail connectors to Exchange 2007 • Decommission Exchange Legacy Servers
Content • Introduction • MigratingvsTransitioning • Whybother? • Supportedtransitionscenarios • Planning forcoexistence • How? • Period of coexistence • Prepare and Remove last Exchange 2000/2003
Coexistence: Administration • Use ESM or ADUC to manage Exchange 2000/2003, use EMC or EMS to manage Exchange 2007! • Global Settings are stored in the Active Directory directory service, maintainorganization-levelpermissionsusing EMC or Exchange Management Shell
Coexistence: OWA • CAS isn’t FE • FE acceptsrequests and forwardsthem to the BE, who handles the business logic and renders the UI • CAS acceptsrequests, and CAS contains the business logic and renders the UI • Scriptmaps: ExProx.dll and DavEx.dll • Davex responds to both DAV and OWA requests • Davexredirects a requestbasedon the internal name of the server!
Coexistence: Free/Busy Information • Exchange 2000/2003: Free/Busy System Public Folder • Exchange 2007: CalendarConcierge • CalendarAttendant • SchedulingAssistant • Resource BookingAttendant • Availability Web Service
Coexistence: Availability Web Service Exchange Server 2007 Exchange Server 2003 Exchange Server 2007 2 3 4 5 1
Coexistence: OAB • Exchange 2000/Exchange 2003 • OAB stored in system folder • Clients connect to system folder for download • Exchange 2007 & Outlook 2007 • OAB updated by Mailbox Server • OAB copied to CAS by the Microsoft Exchange File Distribution Service • Outlook 2007 uses web service to download OAB • OAB web publishing integrates seamlessly with the OAB in previous versions of Exchange Server
Coexistence: Public Folders • Remember: De-Emphasized • For OWA, IMAP4, and NNTP Clients, maintain a replica of the public folders on a server running Exchange 2003 • For IMAP4 and NNTP clients, provide access to the public folder through an Exchange 2000 or 2003 FE server, or allow direct connection to Exchange 2000 or 2003 BE server
Coexistence: RUS • Introduced in Exchange 2000 to discover and provisionrecipientobjects • Twofunctionalparts: • An API to calculate the appropriatepropertiesonrecipientobjects • A subservice in System Attendantwhich discovers the recipientsthatneed updating and stamps themwith the calculatedproperties
Coexistence: RUS /cont’d • Keychange in Exchange 2007: recipients are fullyprovisioned as they are created • In mixed environment youwillneed a RUS foreach domain that has Exchange recipients, includingdomainswithonly Exchange 2007 servers and users present! • Workaroundsforasynchronousprovisioning • Update-EmailAddressPolicy • Update-AddressList • Note: LDAP vs OPATH
Coexistence: Routing • Routing Exchange 2007 • Disable Minor Link State Updates
From malcolmp@MBXB To: lwarman@MBXG; From malcolmp@MBXB To: lwarman@MBXG; Routing Exchange 2007 • Site-based • Keywords • Direct Connect • DelayedFan-Out • Queue at Point of Failure • Hub Sites
Be Careful with Link State Updates • Two flavors • Minor Link State Updates • Major Link State Updates • Exchange 2007 • Doesn’t use Link State routing • Can not propagate link state updates • Minor Link state updates must be suppressed to prevent message looping when a route is recalculated
Possible Routes Exchange Routing Topology Mail sent from RG1 to RG4 Site USA Site Europe Site Africa Site Asia Exchange Routing Group (DWBGZMFD01QNRBJR) E2K7 E2K7 RGC 1 RGC 10 Routing Group 1 Routing Group 2 Routing Group 3 Routing Group 4 RGC 1 RGC 1 RGC 1 E2K3 E2K3 E2K3 E2K3
But Server in RG 3 is down Message will be rerouted Mail is Sent Site USA Site Europe Site Africa Site Asia Exchange Routing Group (DWBGZMFD01QNRBJR) E2K7 E2K7 RGC 1 RGC 10 Routing Group 1 Routing Group 2 Routing Group 3 Routing Group 4 RGC 1 RGC 1 RGC 1 E2K3 E2K3 E2K3 E2K3
Message Rerouted to RG 1 MessageRerouted to RG E2K7 Site USA Site Europe Site Africa Site Asia Exchange Routing Group (DWBGZMFD01QNRBJR) E2K7 E2K7 RGC 1 RGC 10 Routing Group 1 Routing Group 2 Routing Group 3 Routing Group 4 RGC 1 RGC 1 RGC 1 E2K3 E2K3 E2K3 E2K3
Message Looping Site USA Site Europe Site Africa Site Asia Exchange Routing Group (DWBGZMFD01QNRBJR) E2K7 E2K7 RGC 1 RGC 10 Routing Group 1 Routing Group 2 Routing Group 3 Routing Group 4 RGC 1 RGC 1 RGC 1 E2K3 E2K3 E2K3 E2K3
Disable Minor Link State updates • Disables the ability to mark links Up or Down • Used when you have multiple routes to/from the Exchange 2007 Routing Group • Must be done to every Exchange 200x server in the organization • Forces Exchange 2000/2003 to use least cost routing • Controlled via Registry
Coexistence: ActiveSyncAccess to Exchange 2003 mailboxes • EnableIntegrated Windows Authenticationon all Exchange ActiveSyncvirtual directories on Exchange 2003 Mailbox servers
Coexistence: Backups • StreamingBackupDe-emphasized… • Exchange-aware backups are supported for both production and copy storage groups and databases using Volume ShadowCopy Service (VSS) technology. Streaming backups are only supported from the active node