Created:
10/26/2008 11:48:02 AM

Author:
Przemek Radzikowski

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Upgrade to Microsoft Exchange 2007 from Exchange 2003 or 2000

Microsoft Exchange Server 2007 does not support an in-place upgrade from any earlier version of Exchange. This article will outline the steps required to update your Exchange 2003 or 2000 to the latest incarnation of the messaging platform.


 

 

Introduction to the Upgrade Process

Microsoft Exchange Server 2007 does not support an in-place upgrade from any earlier version of Exchange. The Exchange organization must be operating in native mode before you can start introducing any Exchange 2007 servers into the environment. This means that only Exchange Server 2003 and Exchange 2000 Server servers can exist in the organization. If your organization includes Exchange Server version 5.5, you must perform an upgrade to Exchange Server 2003 or Exchange 2000 Server before moving to Exchange 2007. To move messaging services and data from Exchange Server 2003 or Exchange 2000 Server to Exchange 2007, you must use the move mailbox functionality in Exchange 2007.

Planning a Transition Path

The transition process varies from organization to organization depending on the complexity of the current deployment. The transition process occurs in several phases. Each phase introduces individual Exchange 2007 server roles and features. At the conclusion of each phase, your organization will be running in a supported transition mode. The end-to-end process is designed to maintain messaging functionality and stability throughout the transition process.

Before you start the transition process, we recommend that you assess and document your existing environment. In general, you should document existing settings and configuration information for your Exchange organization, the Active Directory service, and your network.

Exchange 2007 Readiness Check

The easiest way to capture most of the information about your Exchange organization, Active Directory, and other settings and configuration information is to scan the organization using the Microsoft Exchange Server Best Practices Analyzer Tool (ExBPA). ExBPA version 2.8 and later includes an Exchange 2007 Readiness Check scan that can be used to assess your organization's readiness for Exchange 2007.

After the Exchange 2007 Readiness Check scan is complete, a report is generated. After the report is complete, navigate to the All Issues tab and look for an entry called Transition documentation. Select this item to display the organization model for the scanned Exchange organization.

The Transition Document shows which actions need to be taken in order to prepare your existing environment for Exchange 2007.  If you have a standard installation of Exchange 2003 the steps required could look like this:

  • Upgrade the Active Directory Schema
  • Change the Exchange Organization operation mode to Native
  • Enable Link State Suppression

During the planning process, use the information that you have gathered about your existing environment to plan the most efficient and effective transition path for your organization. The transition process for the Exchange organization involves deploying new Exchange 2007 servers and then moving the existing messaging services and data to those servers. After all Exchange Server 2003 and Exchange 2000 Server servers are no longer providing any messaging services to the organization, they can be decommissioned.

Exchange-Aware Products

Any Exchange-aware products in your existing environment, such as anti-virus software, antispam software, backup software, and others, will need to be upgraded to or replaced with newer versions of the software that are compatible with Exchange 2007.

Recommended Transition Process

After performing an Exchange 2007 Readiness Check scan, we recommend that you transition your organization using the following process:

  • Collect information about your existing infrastructure and perform a readiness check of your organization as described previously.
  • Deploy and configure Client Access servers. The first Exchange 2007 server role that should be introduced into the organization is the Client Access server. You must deploy the Client Access server role in each Active Directory site that contains or will contain a Mailbox server. This does not mean that every site must contain a Client Access server before you can deploy Mailbox servers. Rather, it means that as each site is deployed, the first role to be deployed is the Client Access server. For more information about deploying the Client Access server role, see Deploying Server Roles, and Post-Installation Tasks.
  • Deploy and configure Edge Transport servers. The Edge Transport server is deployed outside the Exchange organization in a perimeter network. You can deploy this server role during any phase of the upgrade process. The Edge Transport server does not depend on any particular messaging or directory configuration. You can add an Edge Transport server to an existing Exchange organization without upgrading any Exchange servers. You do not have to make any organizational changes to use an Edge Transport server. For more information about deploying the Edge Transport server role, see Planning for Edge Transport Servers, Deploying Server Roles, and Post-Installation Tasks.
  • Because the routing topology in Exchange 2007 is very different from the routing topology used in Exchange Server 2003 and Exchange 2000 Server, we recommend that you transition all servers in a routing group to Exchange 2007 at the same time, in the following order:
    • Deploy and configure Hub Transport servers. The Mailbox server and Unified Messaging server require a Hub Transport server. You must install and configure a Hub Transport server before mail flow can be established. A Hub Transport server can coexist with Exchange Server 2003 and Exchange 2000 Server servers that have been designated as bridgehead servers for their routing group. However, you must configure connectors to enable mail flow between the Exchange Server 2003 and Exchange 2000 Server routing groups and Exchange 2007 Hub Transport servers. For more information about routing in a mixed environment, see Coexisting with Exchange Server 2003 and Exchange 2000 Server. For more information about deploying the Hub Transport server role, see Planning for Hub Transport Servers, Deploying Server Roles, and and Post-Installation Tasks.
    • Deploy and configure Mailbox servers. When Mailbox servers have been deployed, you can move mailboxes from Exchange Server 2003 and Exchange 2000 Server to Exchange 2007. To move mailboxes to Exchange 2007, you can use either the Move-Mailbox cmdlet or the Move Mailbox Wizard. For detailed instructions about how to move mailboxes, see Moving Mailboxes. For more information about deploying the Mailbox Server role, see Deploying Server Roles and Post-Installation Tasks.
    • Move resources from Exchange Server 2003 and Exchange 2000 Server servers to Exchange 2007 servers. Resources include public folders and system folders.
    • Uninstall Exchange Server 2003 and Exchange 2000 Server. The uninstall process decommissions the servers and removes them from the Exchange organization.
    • Remove connectors between routing groups, and then remove the routing groups.
  • Deploy and configure Unified Messaging servers. The Unified Messaging server is new in Exchange 2007. The Unified Messaging server does not interoperate with earlier versions of Exchange Server. You cannot install and configure a Unified Messaging server until after you have deployed and configured a Hub Transport server and Mailbox server. This is required because messages generated by a Unified Messaging server can only be submitted to a Hub Transport server, and because only recipients who have mailboxes on Exchange 2007 servers can use unified messaging. After you install a Unified Messaging server, there are other deployment tasks that you must complete to successfully deploy unified messaging in your organization. For more information about deploying the Unified Messaging server role, see Deploying Server Roles and Post-Installation Tasks.
  • Perform post-installation tasks. After deployment of server roles is complete, there are several post-installation tasks that you should perform, including verifying that your installations were successful, and finalizing your deployment. For detailed steps about how to verify that Exchange 2007 was successfully installed, see Verifying an Exchange 2007 Installation.

Conclusion

The transition process is the same for an Exchange Server 2003 or Exchange 2000 Server organization. However, the features that are supported in each version vary. If you will continue to use any features from Exchange 2000 Server that are not supported in Exchange 2007, you must plan to keep at least one Exchange 2000 Server in your organization. The following Exchange 2000 Server features are not supported in Exchange 2007:

  • Microsoft Mobile Information Server
  • Instant Messaging service
  • Exchange Chat Service
  • Exchange 2000 Conferencing Server
  • Key Management Service
  • cc:Mail connector
  • MS Mail connector

References

Coexisting with Exchange Server 2003 and Exchange 2000 Server
http://technet.microsoft.com/en-us/library/aa998604(EXCHG.80).aspx

Exchange Best Practices Analyzer v2.8
http://www.microsoft.com/downloads/details.aspx?familyid=dbab201f-4bee-4943-ac22-e2ddbd258df3

Best Practices for Transitioning an Exchange Organization
http://technet.microsoft.com/en-us/library/bb124920(EXCHG.80).aspx

How to Switch to Native Mode
http://technet.microsoft.com/en-us/library/bb125089(EXCHG.65).aspx

Moving Mailboxes
http://technet.microsoft.com/en-us/library/bb124797(EXCHG.80).aspx

Planning for Coexistence
http://technet.microsoft.com/en-us/library/aa998186(EXCHG.80).aspx

Post Installation Tasks
http://technet.microsoft.com/en-us/library/bb124397(EXCHG.80).aspx

Understanding Mixed and Native Modes
http://technet.microsoft.com/en-us/library/aa996524(EXCHG.65).aspx

Verifying an Exchange 2007 Installation
http://technet.microsoft.com/en-us/library/bb125254(EXCHG.80).aspx

 

permalink [Permalink] - Updated: Monday, October 28, 2013





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