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Transitioning from Exchange Server 2003 to Exchange Server 2010 (part 2)

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4/28/2011 3:06:09 PM

Moving Mailboxes

After a new Exchange Server 2010 server has been installed into an existing Exchange Server 2003 organization, the movement of mailboxes from an old Exchange Server back-end server to a new Exchange Server 2010 mailbox server is as simple as selecting the mailbox or mailboxes, and through a few mouse clicks, selecting the new destination server. The specific process is as follows:

1.
Launch the Exchange Management Console (EMC) on an Exchange Server 2010 server.

2.
Expand the recipient configuration, and click on the mailbox container. You will see a list of mailboxes. In the Recipient Type Details column, you will notice some of the mailboxes are flagged as Legacy Mailbox and some of the mailboxes are flagged as User Mailbox. Those flagged as Legacy Mailbox are still on Exchange Server 2003 and need to be transitioned to Exchange Server 2010. Those mailboxes already on Exchange Server 2010 are flagged as Mailbox User.

3.
Click on a mailbox, or alternately hold down the Shift key and select a group of mailboxes, or hold down the Ctrl key and click on specific mailboxes that you want to transition.

4.
Right-click and select New Local Move Request. (A remote move is a move to a server in a different Exchange Server organization.)

5.
A New Local Move Request Wizard appears, and you are prompted with the option of choosing which mailbox database you want to move the mailbox to. Choose the database and review the settings, similar to what is shown in Figure 2. Choose the destination of the mailbox(es), and then click Next.

Figure 2. Choosing the Exchange Server 2010 database for mailbox moves.

6.
You are prompted with a Move Options screen to choose to Skip the Mailbox or to Skip the Corrupted Messages if corrupted messages are found during the move process. Usually, you would want to choose to skip the corrupt messages so you can complete the transition; however, if you want to problem-solve the corrupt messages, you can skip the transition of the mailbox, and then debug the mailbox problem and try the transition of the mailbox later. Click Next to continue.

7.
A summary screen is shown that summarizes the choices made. Review the source and destination of the mailboxes that will be moved, and either click Back and make any desired changes, or click New to submit the request and begin the movement of mailboxes to the Exchange Server 2010 environment.

The move time will vary based on the amount of data to be moved, and the bandwidth between the source and destination server. This is something that should be tested in the lab to determine whether all the mailboxes desired to be moved at any one time can be accomplished in the time available. Organizations with a lot of data to move choose to install gigabit Ethernet adapters in servers and place systems on the same subnet to efficiently move large sets of data.

This is also something to ensure if mirrored in the test environment, as some organizations test the movement of mail on an isolated gigabit test lab switch with fast results, and then when performing the real transition, are working across a slower WAN backbone with very slow performance speeds. After the Move Request is submitted, it can be monitored and cancelled from the Move Request node in the Recipient Configuration console section.

Changing User Profile Configuration

Even after the Exchange Server mailboxes have been successfully moved from the old Exchange Server 2003 server(s) to the new Exchange Server 2010 server(s), keep the old Exchange Server 2003 servers running on the network for typically two weeks. The reason is that in Outlook, the mail profile on each user’s system is keyed to a server—in this case, the old Exchange Server 2003 server. If you remove the old server immediately after the mailboxes are moved, the next time the users launch Outlook, their profiles will look for the old server, not find the server, and the users will not have access to email. You need to go to each user’s Outlook profile and enter in the name of the new server so that the Outlook client can find the new mailbox server where the user’s mailbox contents are stored.

However, if you leave the old server running, when the user launches Outlook, the Outlook profile connects the user to the old Exchange Server 2003 server. The old server tells the Outlook client that the user’s mailbox has been moved to a new server, and the user’s profile is automatically updated on each user’s client system to now find the user’s mailbox on the new server. When this is done once for each user, it never needs to be done again. The user’s Outlook client profile is set to find the user’s mailbox on the new server. The idea of leaving the old server running for two weeks is that usually within a couple of weeks, all users will have launched Outlook once and their profile will automatically change. After two weeks, you can remove the old Exchange Server 2003 server. See the section on “Cleaning Up the Exchange Server 2003 Environments” for the process to properly remove an Exchange server from the network.

If a user had not launched Outlook in the two-week timeframe that you had the old server running, such as an individual on maternity leave, on a sabbatical, or on an extended leave of absence, you will need to go back to the user’s system and manually change the user’s Outlook profile to connect the user to the new Exchange Server 2010 server. This will likely be done for a very limited number of users. Obviously, the old Exchange Server 2003 server can remain on for a very long time with no mailboxes on the system, but merely be there to redirect users to the new system. However, it is usually recommended to remove the old server just so that objects can be removed from Exchange Server and the organization doesn’t have to patch, maintain, and manage a server in the environment beyond a reasonable operating timeframe.


Adding Unified Messaging and Edge Transport Servers and Enterprise Policies

After the core Exchange Server 2003 front-end and back-end servers have been transitioned to applicable Exchange Server 2010 client access and mailbox servers, additional server roles such as Unified Messaging servers, Edge Transport servers, or Hub Transport servers, including servers managing enterprise policies, can be added to the new Exchange Server 2010 organization. Because the addition of these additional server roles are not directly related to the transition of mail from Exchange Server 2003 to Exchange Server 2010, usually it is recommended to wait a few days and make sure that Exchange Server 2010 is operating smoothly in its new environment before adding more to the network.

The addition of enterprise policies on a Hub Transport server or security policies on a Edge Transport server in an Exchange Server 2010 environment might cause mail to be filtered, blocked, or altered as part of a spam filtering or policy management rule. This might appear to be a problem with basic Exchange Server 2010 functionality, whereas it is a function of a change in content filtering added to the new Exchange Server environment. Allowing Exchange Server 2010 to operate for a week or two as a basic Exchange Server 2010 environment provides the Exchange Server administrators as well as Exchange Server users time to become familiar with the operation of the new Exchange Server 2010 environment before changes are made in applying filters, new routes, or new operational structure changes.

Changing the Offline Address Book Generation Server

The server responsible for Offline Address Book (OAB) generation must be changed to an Exchange Server 2010 system before removing Exchange Server 2003 from an organization. To do this, select the Mailbox node under the Organization Configuration section and navigate to the Offline Address Book tab. Select the OAB to be moved and click on the Move action. The wizard move screen, as shown in Figure 3, enables you to select a server to become the new OAB generation server.

Figure 3. Changing the OAB generation server using the Configure External Client Access Wizard.

Replicating Public Folders from Exchange Server 2003 or Exchange Server 2003 to Exchange Server 2010

Just as mailboxes are transitioned from Exchange Server 2003 servers to Exchange Server 2010 systems, public folders need to be replicated before retiring the old Exchange Server 2003 servers. In the past, this procedure involved a manual replication of folder hierarchy, which could prove to be a tedious process. Microsoft addressed this drawback with a utility on the Exchange Server 2003 CD called PFMigrate. PFMigrate can create public and system folder replicas on new systems, and remove them from old servers. The following procedure outlines how to use PFMigrate to transition from an Exchange Server 2003 server to an Exchange Server 2010 system:

1.
Open a command prompt (select Start, Run, type cmd, and click OK).

2.
Type cd D:\support\Exdeploy and press Enter.

3.
To create a report of current public folder replication, type the following:

pfmigrate.wsf /S:OLDSERVERNAME /T:NEWSERVERNAME /R /F:c:\LOGNAME.log

This generates a report named LOGNAME.log on the C: drive. OLDSERVERNAME should be the name of the old Exchange Server 2003 system, and NEWSERVERNAME should be the new Exchange Server 2010 system.

4.
To replicate system folders from the Exchange Server 2003 server to the Exchange Server 2010 server, type the following:

pfmigrate.wsf /S:OLDSERVERNAME /T:NEWSERVERNAME /SF /A /N:10000
/F:c:\LOGNAME.log

5.
To replicate public folders from Exchange Server 2003 to Exchange Server 2010, type the following:

pfmigrate.wsf /S:OLDSERVERNAME /T:NEWSERVERNAME /A /N:10000
/F:c:\LOGNAME.log

Note

The /N:#### field determines how many public folders should be addressed by the tool. If a larger number of public folders than 10,000 exists, the parameter should be increased to match.

6.
After all public folders have replicated, the old replicas can be removed from the Exchange Server 2003 servers by typing the following:

pfmigrate.wsf /S:OLDSERVERNAME /T:NEWSERVERNAME /D

7.
The LOGNAME.log file can be reviewed to ensure that replication has occurred successfully and that a copy of each public folder exists on the new server.

Tip

Public Folder management is easier from the Exchange Server 2003 side, which is why the pfmigrate.wsf tool is an Exchange 2003 tool. For 2007 or 2010 public folder replica creations, consider the use of the PowerShell AddReplicaToPFRecursive.ps1 script included on a deployed server.

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