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High-Level Guide for Transition from Exchange Server 2007 to Exchange Server 2010

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4/23/2011 4:35:17 PM
Exchange Server 2007 and Exchange Server 2010 are closer in architecture to each other than they are to Exchange Server 2003, so the transition process is more straightforward. The following checklist illustrates a typical transition from Exchange Server 2007 to 2010:

1.
Upgrade all Exchange Servers to Exchange Server 2007 Service Pack 2.

2.
Bring the AD forest and domains to Windows Server 2003 Functional (or higher) levels.

3.
Upgrade at least one Global Catalog domain controller in each AD site that will house Exchange Server to Windows Server 2003 SP2 or greater.

4.
Prepare a Windows Server 2008 (RTM or R2) x64 edition server for the first Exchange 2010 server.

5.
Install the AD LDIFDE tools on the new Exchange 2010 server (to upgrade the schema).

6.
Install any necessary prerequisites (WWW for CAS server role).

7.
Run setup on the Exchange 2010 server, upgrade the schema, and prepare the forest and domains. (Setup runs all in one step or separate at the command line.)

8.
Install CAS server role servers and configure per 2010 design. Validate functionality.

9.
Transfer OWA, ActiveSync, and Outlook Anywhere traffic to new CAS servers.

10.
Install Hub Transport role and configure per 2010 design.

11.
Transfer inbound and outbound mail traffic to the 2010 HT servers.

12.
Install mailbox servers and configure Databases (DAG if needed).

13.
Create public folder replicas on Exchange 2010 servers using AddReplicaToPFRecursive.ps1 or Exchange 2010 Public Folder tool.

14.
Move mailboxes to Exchange 2010 using Move Mailbox Wizard or PowerShell.

15.
Rehome the Offline Address Book (OAB) generation server to Exchange Server 2010.

16.
Transfer all Public Folder Replicas to Exchange Server 2010 Public folder store(s).

17.
Delete Public and Private Information Stores from Exchange 2007 server(s).

18.
Uninstall all Exchange 2007 servers.

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