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Configure the Environment for Exchange Server 2010 (part 2) - Preparing for Coexistence and Migration

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3/22/2011 9:18:57 PM

2. Preparing for Coexistence and Migration

As it is not possible to directly upgrade a server running Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010, it is necessary to plan for a period of coexistence between the two different versions of the messaging system. This period of coexistence will allow the migration of organizational resources from servers running the previous version of Exchange to Exchange Server 2010. Exchange Server 2010 supports coexistence with Exchange Server 2003, Exchange Server 2007, and mixed Exchange Server 2003 and Exchange Server 2007 environments. Exchange Server 2010 does not support coexistence with Exchange 2000 Server organizations. To migrate from Exchange 2000 to Exchange Server 2010, you must first migrate to either an Exchange Server 2003 or an Exchange Server 2007 organization.


Note:

UPGRADE AND MIGRATION TERMINOLOGY

In the exam objectives, “migration” in this sense means moving from one Exchange version to another. In the exam objectives, the term “upgrade” implies a direct in-place upgrade, which is not possible. In the Exchange documentation, the term “migration” is used only to discuss moving from a foreign messaging system to Exchange or from Exchange to a foreign messaging system. In the Exchange documentation, “upgrade” is used when moving data from one server, such as an Exchange Server 2007 mailbox server to an Exchange Server 2010 mailbox server. In the exam, the context is explained, and you should remember that you cannot directly upgrade a server running one version of Exchange to another.


2.1. Preparing an Exchange Server 2003 Environment for Exchange 2010

If your organization has an existing Exchange Server 2003 deployment, you must run the Setup /PrepareLegacyExchangePermissions command prior to running the Setup /PrepareSchema command. Running this command ensures that the Exchange 2003 Recipient Update Service will function correctly after you update the Active Directory schema using the Setup /PrepareSchema command.

There are two ways to run Setup /PrepareLegacyExchangePermissions. If you run the command without any additional options, all domains in the forest are prepared for Exchange Server 2010. As an alternative, you can run the command in each domain in the forest, though you need to ensure that you run the command in the domain that holds the server that holds the schema master role first.

The user account that runs the command Setup /PrepareLegacyExchangePermissions with the target, as all domains in the forest must be a member of the Enterprise Admins group. If the command is being run for a specific domain, the account used to run the command must be a member of the Domain Admins group and must have been delegated the Exchange Full Administrator permissions in the existing Exchange Server 2003 infrastructure.


Note:

PREPARE LEGACY EXCHANGE PERMISSIONS

To learn more about preparing legacy exchange permissions in an Exchange Server 2003 organization prior to the deployment of Exchange Server 2010, consult the following document on TechNet: http://technet.microsoft.com/en-us/library/aa997914.aspx.


When preparing for coexistence between Exchange Server 2003 and Exchange Server 2010, consider the following:

  • Exchange Server 2010 can coexist with an Exchange Server 2003 organization only if that organization is configured to use Native rather than Mixed mode. An Exchange Server 2003 organization in Mixed mode will need to be converted to Native mode before Exchange Server 2010 can be introduced.

  • Existing Exchange Server 2003 servers have Service Pack 2 installed prior to beginning Exchange Server 2010 deployment.

  • Introduce servers in Internet-facing sites first.

  • Deploy Exchange Server 2010 roles in the following order: Client Access, Hub Transport, Mailbox, and Unified Messaging. You can also choose to deploy a typical Exchange Server 2010 installation where you deploy these roles at the same time.

If the existing Exchange 2003 organization contains more than one routing group and you are intending to configure more than one routing group connector between Exchange 2003 routing groups and Exchange 2010, you will need to configure Exchange Server 2003 to suppress link state updates. You perform this procedure by using the Registry Editor to modify the registry on each Exchange Server 2003 server in the organization.


Note:

EXCHANGE 2003 AND EXCHANGE 2010 COEXISTENCE

To learn more about deploying Exchange Server 2010 in an environment that has an existing Exchange Server 2003 deployment, consult the following TechNet document: http://technet.microsoft.com/en-us/library/aa998186.aspx.



Note:

SUPPRESS LINK STATE UPDATES

To learn more about configuring suppression of Link State updates, consult the following article on TechNet: http://technet.microsoft.com/en-us/library/aa996728.aspx.


2.2. Preparing Exchange 2007 Coexistence

Preparing for coexistence between Exchange Server 2007 and Exchange Server 2010 is simpler than preparing for coexistence with Exchange Server 2003. When preparing for coexistence between Exchange Server 2007 and Exchange Server 2010, consider the following:

  • It is not necessary to run Setup /PrepareLegacyExchangePermissions when preparing to deploy Exchange Server 2010 in an existing Exchange Server 2007 organization.

  • You do need to upgrade all servers running Exchange Server 2007 to Exchange Server 2007 Service Pack 2 before coexistence with Exchange Server 2010 is possible.

  • You should deploy the first Exchange Server 2010 servers in Internet-facing Active Directory sites. This is because Client Access proxying works from Exchange Server 2010 Client Access servers to Exchange Server 2007 Client Access servers but does not work in the opposite direction.

  • You should deploy Exchange Server 2010 roles in the following order: Client Access, Hub Transport, Mailbox, and Unified Messaging. You can also choose to deploy a typical Exchange Server 2010 installation where you deploy these roles at the same time.


Note:

EXCHANGE 2007 AND EXCHANGE 2010 COEXISTENCE

To learn more about deploying Exchange Server 2010 in an environment that has an existing Exchange Server 2007 deployment, consult the following TechNet document: http://technet.microsoft.com/en-us/library/dd638158.aspx.



Note:

ACTIVE DIRECTORY PREPARATION

Know the order in which you must use the Setup /PrepareSchema, Setup /PrepareAD, and Setup /PrepareDomain commands. Know the circumstances under which you must use the Setup /PrepareLegacyExchangePermissions command.

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