Upgrading_and_Migrating_to_Exchange_Server_2007_and_Windows_2008

9/29/2008

1

Dejan Foro

[email protected]

Upgrading and Migrating to

Exchange 2007 and Windows 2008

DISCLAIMER:

All the content given in this presentation comes "as is" without warranty or guarantee

of any kind and you use it at your own risk.

Microsoft, Windows, Exchange, Outlook, Office Communications Server, Office

Communicator and their logos are registered trademarks of Microsoft Corporation in

the United States and/or other countries .

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Speaker

• 15 years of years of experience with MS technologies

• MCP, MCP+I, MCSE NT40, MCSE+I, MCSE 2000, MCSE 2000:Messaging, MCSA 2003, MCSA 2003:Messaging, MCSE 2003, MCT

• Member of MCP Hall of Fame

• Microsoft Exchange MVP

• Founder of Exchange User Group Europe

• Works as consultant @ British Telecom Global Services , Zurich

Agenda

• Introduction

• Migration paths, constrains, sources

• Planning

• CASE:

Achieving site resiliency by using Exchange 2007 SP1 and Windows 2008

• tips and tricks

• Additional resources

• Q&A

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Introduction

• Previous presentations

– Exchange 2007 and Outlook 2007 Overview

– Windows 2008 - What's new

www.exchangemaster.net under Presentations

Migration paths

• Exchange 5.5 → Exchange 2007 – Not supported

– Solution: • Exchange 5.5 → Exchange 2003→ Exchange 2007

• 3rd party tools – Quest Migration wizard

• Inplace upgrade from Exchange 2000 or 2003 to Exchange 2007 not possible (64bit) – Solution:

• New server (64-bit hardware)

• add into existing Exchange org,

• move resources to new servers

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Migration

Continued from previous page

• Moving resources from old to new server

– Mailboxes (move mailbox wizard or powershell)

– Public folders

– RUS – Recipient update Service

– Offline Address Book

– Update MX records

– Connectors

• TIP: for migrating large number of publicfolders you can use the PFMigrate utility

http://support.microsoft.com/kb/822895

Migration paths

• Ex 2007/Win 2003 → Ex2007 SP1/Win 2008

– Inplace upgrade not possible

• Migraton path

– New machine

– Install Windows 2008

– Install Exchange 2007 SP1

– Move resources

– Rolling upgrade of cluster – not possible

• Migration path

– New cluster

– Windows 2008

– Exchange 2007 SP1

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Enviroment prerequsites

• No Exchange 5.5 servers in the org

• Exchange 2000 SP3


• Organisation switched to Exchange 2000

native mode

• Windows 2003 domain controllers at SP1 level

(schema, global catalog, Dc in site where

exchange 2007 will be installed)

Enviroment prerequsites

• Additional constrains

– Exchange 2000 does not work with Windows 2008 Active Directory

– If you use Windows 2008 AD, writable DC must beavailable in the site

• TIP: you can run Exchange Best PracticesAnalyzer tool (ExBPA) to check the enviromentfor Exchange 2007 prerequisites

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• Free donwload:http://www.microsoft.com/downloads/details.aspx?FamilyID=d

bab201f-4bee-4943-ac22-e2ddbd258df3&DisplayLang=en

Services not supported any more in

Exchage 2007

– Novell GroupWise connector (Exchange 2003 Service)

– Microsoft Mobile Information Server (Exchange 2000 Service)

– Instant Messaging service (Exchange 2000 Service)

– Exchange Chat Service (Exchange 2000 Service)

– Exchange 2000 Conferencing Server (Exchange 2000 Service)

– Key Management Service (Exchange 2000 Service)

– cc:Mail connector (Exchange 2000 Service)

– MS Mail connector (Exchange 2000 Service)

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Reading before upgrade

• Upgrading to Exchange 2007 http://technet.microsoft.com/en-us/library/bb124008.aspx

• How to Upgrade to Exchange 2007 SP1http://technet.microsoft.com/en-us/library/bb629489.aspx

• Exchange Server and Windows Server 2008http://msexchangeteam.com/archive/2007/08/16/446709.aspx

• Mission Impossible: In-Place Upgrading Microsoft Exchange Server 2007 from Windows Server 2003 to Windows Server 2008 http://msexchangeteam.com/archive/2007/10/04/447188.aspx

• Transitioning from Exchange 2000/2003 to Exchange Server 2007http://www.msexchange.org/tutorials/Transitioning-Exchange-2000-

2003-Exchange-Server-2007-Part1.html

Planning for Exchange 2007

• Things to have in mind (continued)

– Virtualization:

• Weak support from Microsoft (“best effort”)

• Hardware has to support 64 bit guests

– Intel VT and XD (eXecute Disable)

– AMD AMD-V and NX (No eXecute)

– This is requirement for both MS and VMWare virtualizationproducts

• Performance impact because of virtualization (disk)

• Limitations of virtualization software

– Max amount of RAM,

– max number of processors,

– network card teaming

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• Things to have in mind (continued)

– IPv6

• Exchange UM role is not supported on IPv6

• Operating systems that fully support it - Win2008 and Vista

• IPv6 is not supported on ISA 2006 server

• Networking hardware (routers, firewall, switches)

– Hint: you can use Routing services in Win2008

• Mobile devices

– IPv6 Support in Exchange 2007 SP1

http://technet.microsoft.com/en-us/library/bb629624.aspx


• Things to have in mind :

– Exchange 2007 SP1 required

– Exchange 2007 is 64-bit – therefore your Windows

Server 2008 also has to be 64 bit

– Exchange 2007 can not be run on Windows 2008

Server Core

– Only Exchange mailbox role can be clustered in a

CCR cluster, plan for additional servers to hold

other roles

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Achievening site resilience with

Exchange 2007 SP1 and Windows

2008

New technologies

• Exchange 2007

– New high availability model – Clustered

Continuous Replication


– Support for Windows 2008 Server

• Windows 2008

– New clustering technology

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Exchange - clustering

Shared Storage

Server 1 Server 2

Exchange - Clustered Continuous Replication

Database Transaction

Logs

Rebuilt

Database

Replicated

Transaction

Logs

Server 1 Server 2

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Windows 2008 Clustering


• New quorum model that lets cluster survive

the loss of the quorum

• Better installation and preinstall checks

• Cluster nodes can be on different IP subnets

• Quorum model

– Majority node set with file share withness

• More storage friendly – does not reset the

SCSI bus

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• NETBIOS not used any more

• Heart beat uses RPC/TCP not RPC/UDP

• Configurable heartbeats – good for

geoclustering

Clustering

• Security changes

– Local system account instead of clustering account

– Kerberos instead of NTLM

– Authentication with machine instead of user account

• Compatibility / support requirements

– HCL changes – cluster does not have to be on the HCL

– Components still have to be

– Validation wizard comes in windows to validate the

configuration

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Clustering

• Support for IP version 6

• Suported in Enterprise and Datacenter Edition

• No inplace upgrade from Windows 2003

cluster

• Wizard for migrating resources built-in

Configuring Exchange CCR cluster that

streaches over 2 physical sites

• EXAMPLE

– Proof of concept lab done for ---

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Windows network load balancing cluster

Clustername: EXCHANGE

IP1 10.1.1.7 IP2 10.2.1.7

Multicast, afinity single

Balanced ports 25, 443, 110, 143

Exchange Clustered Continuous Replication (CCR)

Clustername: EXCLUSTER

IP1 10.1.1.5 IP2 10.2.1.5

IPv6 dynamic

------------------------------------

Windows failover cluster

(Node and file share majority quorum model)

Clustername: WINCLUSTER

IP1 10.1.1.4 IP2 10.2.1.4

IPv6 dynamic

DC01

10.1.1.1

DNS 1

Domain Controller

Enterprise Root CA

DC02

10.2.1.1

DNS2

Domain Controller

Enterprise subordinate CA

EXCHANGE01

10.1.1.2

Client Access Server

Hub Transport

EXCHANGE03

10.2.1.2

Client Access Server

Hub Transport

EXCHANGE02

10.1.1.3

Mailbox server

EXCHANGE04

10.2.1.3

Mailbox server

Datacenter A Datacenter B

10.1.1.200

10.1.4.200

10.2.1.200

10.2.4.200

ROUTER

Majority Node Set (MNS)

Witness share

clustering network

10.1.4.0clustering network

10.2.4.0

Production network

10.2.1.0Production network

10.1.1.0

single Active Directory site

Configuration details• All machines are configured to use DC01 as primary

and DC02 as secondary DNS server

• Client connectons are all serverd by Datacenter A, Datacenter B is used for failover

• in Exchange Clustered Continuous Replication (CCR) cluster the Exchange02 is the prefered node

• HostRecordTTL is set to 0 in registry of both CCR cluster nodes

• Both datacenters are in the same AD site (Exchange 2007 requirement/limitation)

• Round robin disabled on DNS servers

• All incoming conections are by default directed to site A and site B is used for disaster

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For site resiliance

• Do not forget resilience for services which are important for Exchange:

– DNS

– Active directory

– Certification authority

– Load balancing of Client Access Server (CAS) roles Exchange servers

• Constrains

– Exchange server requires all the Exchange server inCCR cluster to be in the same AD site

Glitches you may run into

• FAQ 000041 - Passive node setup fails when

installing Exchange 2007 CCR

http://www.exchangemaster.net/index.php?option=

com_content&task=view&id=72&Itemid=57

• FAQ 000042 - Outlook clients unable to

connect to an Exchange CCR cluster after

failover

http://www.exchangemaster.net/index.php?option=

com_content&task=view&id=73&Itemid=57

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Additional Resources

• Cluster Continuous Replication


• Installing Cluster Continuous Replication on Windows Server 2008


• IPv6 technology center on Technet

http://technet.microsoft.com/en-us/network/bb530961.aspx

Additional resources

• Webcasts

http://www.microsoft.com/events/series/windowsserver2008.aspx?tab=webcasts

• Virtual labs

http://www.microsoft.com/events/series/windowsserver2008.aspx?tab=virtuallabs

• Microsoft Exchange Team Blog (You had me at EHLO)http://msexchangeteam.com

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Shopping tip ☺

• www.microsoft.com/learning /hero

– Discounts on

• Windows 2008 exams,

• books

• e-learning courses

Questions ?

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Contact:

• E-mail:

[email protected]

• LinkedIn:

http://www.linkedin.com/in/dejanforo

• Xing (OpenBC):

http://www.xing.com/profile/Dejan_Foro

• This and other presentations are available for

download from:

www.exchangemaster.net

www.swissitpro.ch

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Next Swiss IT Pro meeting

• 1.7.2008 @ Digicomp Academy, Zurich

http://www.digicomp.ch/sitpug

Speakers wanted

• Wanna be a speaker at Swiss IT Pro group meeting ?

• Contact Mr. Desmond Lee

[email protected]

9/29/2008

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http://www.digicomp.ch/sitpug

And a big Thank You to our partner Digicomp Academy AG for providing us

with space, apero and logistics

Upgrading_and_Migrating_to_Exchange_Server_2007_and_Windows_2008

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