Exchange 2003 / 2010 Notes from the Field

Upgrading from Microsoft Exchange Server 2003/2007 to Exchange Server 2010:Tips, Tricks, and Lessons Learned
Required Slide
Dave Kawula
Principal Consultant
TriCon Technical Services Inc.
dkawula@triconts.com
www.triconts.com
BLOG – www.insidetheregistry.com

Consultant Summary
Dave Kawula
Principal Consultant
Calgary , Alberta
TriCon Technical Services Inc.
dkawula@triconts.com
www.triconts.com
www.insidetheregistry.com
We specialize in building and integrating fully redundant systems - Hyper-V Clusters, ESX Farms, Xen Server Farms, Dual Core Networks, Operational Teams, MPIO, High Availability Exchange, High Availability SharePoint and High Availability SQL Solutions, OCS Mastery and a state-of-the-art training center to name a few.”

Session Objectives and Takeaways
Best Practices – Upgrading to Exchange 2010
TIPS / Tricks -- Successful upgrades, including lessons learned
Minimal Downtime - no significant user downtime
Use the Deployment Assistant!

Session Agenda
What’s New and Different
Exchange 2003 Co-Existence
Notes from the field – Tips & Tricks
Exchange Transitions and Certificates!
Exchange CAS 2010 Implication
SMTP Transport Upgrades
Unified Messaging Upgrades
Public Folders and Exchange 2010

New since Exchange Server 2003
More Granular Roles
64-bit servers required
Routing Groups Depricated
Autodiscover
Schedule Free+Busy / OAB
Outlook 2003 use Public Folders
Outlook 2007/2010 use Availability and Exchange Web Services
New admin tools
Unified Messaging Integration
New Developer API

New since Exchange Server 2007
On-premises and Exchange Online
Database Availability Groups (DAG)
Simplified Installation
Only 64-bit Management tools or Remote PowerShell
RPC Client Access and Address Book service
ExOLEDB, WebDAV and CDOEx are gone

Upgrading to Exchange 2010
Internet Facing AD Site
2
Deploy E2010 Servers
Upgrade Internet-facing sites FIRST
Start small
Gradually add more servers to support scale
Internal AD Site
4
Move Infra Pointers
Internet hostname switch
Unified Messaging switch
SMTP switch
Proxy
https://autodiscover.contoso.com
https://mail.contoso.com
5
Internet
Move Mailboxes
https://legacy.contoso.com
E200x Servers
https://autodiscover.contoso.com
https://mail.contoso.com
Legacy hostnames for old FE/CAS
3
1
Upgrade servers to SP2
SSL cert purchase
End users don’t see this hostname
Used when new CAS tell clients to talk to legacy environments
E200x Servers
Upgrade Internal sites NEXT
Decommission old servers

Namespaces and URLs
Exchange 2007
Exchange 2010
Exchange 2003
mail.contoso.com
mail.contoso.com
mail.contoso.com
Outlook Web Access
/exchange, /exchweb, /public
Exchange ActiveSync
/microsoft-server-activesync
Outlook Anywhere
/rpc
POP/IMAP
Outlook Mobile Access
/oma
Outlook Web Access
/owa
Exchange Web Services
/ews
Offline Address Book
/oab
Unified Messaging
/unifiedmessaging
Outlook Mobile Access
/oma
Exchange Control Panel
/ecp
Unified Messaging
/unifiedmessaging
Note: the /exchange and /public vdirs will provide a 301 redirect experience to /owa
Autodiscover.contoso.com
smtp.contoso.com
legacy.contoso.com
E2003/E2007 services
Autodiscover
/autodiscover
Clients and SMTP servers

Notes from the field
Ensure your new Exchange Farm is tuned up

TIP # 1 – Outlook 2003 & Encryption
Fully functional, although…
Does not encrypt MAPI by default
Online Performance Issues
Must be at Service Pack 3 (Outlook)

TIP # 1 – Outlook 2003 & Encryption – Con’t
Set-rpcClientAccess –server {servername} –encryptionRequired $false

Tip #2 – Slow Outlook 2003
HKLMCurrentControlSetServicesMSExchangeRPCParametersSystem
New DWORD = Maximum Polling Frequency
Value = 10000
For more information – KB 2009942

Tip # 3 – Custom Pre-Requisite Script

Tip # 4 - Slipstream Installations
Download & Copy updates to c:ExchangeSourcesRU
setup.com /role:mailbox /UpdatesDir:”C:ExchangeSourcesRUs”

Tip # 5 – Tune Backpressure
220 TESTEXC1.testing.local Microsoft ESMTP MAIL Service ready atTue, 24 Jul 2007 13:47:21 +1000helo250 TESTEXC1.testing.local Hello [10.1.1.11]mail from: test@test.com
452 4.3.1 Insufficient system resources
Reference – KB201658
By default it is enabled on every Exchange 2007/2010 Hub Transport Server

Tip # 6 – Tune Store.exe
msExchESEparamCacheSizeMax
Example – to Set 4 GB max size for Store.exe
Exchange 2010
4194304 KB / 32KB = 131072
Exchange 2007
4194304 KB / 8KB = 524288
http://technet.microsoft.com/en-us/library/ee832793.aspx

Tuning Store.exe & Backpressure

Preparation Tools
Troubleshooting Assistant
Help determine the cause of performance, mail flow, and database issues
Load Generator
Simulate and test how a server responds to e-mail loads
Best Practice Analyzer
Remote Connectivity Analyzer
Determine overall health of Exchange system and topology
Test external connectivity to Exchange messaging communications resources

Tip # 7 Remote Connectivity Analyzer
https://www.testexchangeconnectivity.com/

Tip # 8 Deployment Assistant
http://technet.microsoft.com/exdeploy2010

Deploying SSL Certificates
Use “Subject Alternative Name” (SAN) certificate which can cover multiple hostnames
Minimize the number of certificates
Minimize number of hostnames
Don’t list machine hostnames in certificate hostname list

Tip # 9 – Certificates the easy way

Deploying Exchange 2010
Internal URL
External URL
Example: Set-WebServicesVirtualDirectory cas2010ews* -ExternalURL https://mail.contoso.com/ews/exchange.asmx
Intranet MAPI Access
Use New-ClientAccessArray and Set-MailboxDatabase

Switching to CAS2010
Deploy New Certificate
mail.contoso.com
autodiscover.contoso.com
legacy.contoso.com (for coexistence)
Upgrade all Exchange servers to Service Pack 2
Enable Integrated Windows Authentication on Exchange 2003 MSAS virtual directory (KB 937031)
Install and configure CAS2010 servers
Configure InternalURLs and ExternalURLs
Enable Outlook Anywhere
Configure the Exchange2003URL parameter to be https://legacy.contoso.com/exchange

If Required - CAS2010 to a load balanced array
Install HUB2010 and MBX2010 servers
Configure routing coexistence
Create Legacy hostname in internal DNS
Create Legacy publishing rules in your reverse proxy/firewall solution pointed to FE2003 / CAS2007 array
Use ExRCA to verify connectivity for Legacy hostname against E2003/E2007

autodiscover…
mail…
legacy…
The switchover involves a minor service interruption
Update/Create Autodiscover publishing rule
Update Mail publishing rules
Update paths with new Exchange 2010 specific virtual directories
Switch: Move Mail… and Autodiscover… hostnames to point to CAS2010 array
Reconfigure CAS2007 internalURLs and externalURLs to now utilize Legacy namespace
Disable Outlook Anywhere on legacy Exchange
Test that CAS2010 is redirecting/ proxying to CAS2007 (externally and internally)
ISA
1
2
2
E2010 CAS+HUB+MBX
E200x SP2
Clients access E2010 through Autodiscover… and mail…
1
Redirection (legacy…), proxying, and direct access to E2003/E2007
2

Switching to CAS 2010

Client Access Upgrade
Clients access CAS2010 first
Four different things happen for E2003/ E2007 mailboxes
Autodiscover tells clients to talk to CAS2007
HTTP redirect to FE2003 or CAS2007
Proxyingof requests from CAS2010 to CAS2007
Direct CAS2010 support for the service against BE2003 and MBX2007

SMTP Transport Upgrade
Follow this flow for each physical location
Edge servers are optional
Edge 2007 SP2 can be used with HUB 2010
Internet SMTP Servers
Step 5:
Switch Internet e-mail submission to Edge 2010
Step 4:
Install Edge 2010
E2010 Edge
E2007 Edge
Step 3:
Switch Edgesync +SMTP to go to HUB2010
E2010 HUB
E2007 HUB
E2003 Bridgehead
E2003 Back-End
E2010 MBX
E2007 MBX
Step 1:
Upgrade existing E2003 and E2007 servers to SP2
Step 2:
Install HUB and MBX 2010

Unified Messaging Upgrade
IP PBXes and GWs
Office Communications Server (OCS)

Public Folders
Co-existence support
OWA 2010
Get-PublicFolderStatistics
Move
Delete
Migrate to SharePoint

Online Move Mailbox
Minimal disruption
E-mail Client
Client Access Server
Exchange 2010 and Exchange 2007 SP2 Online
Exchange 2003 Offline
Mailbox Server 1
Mailbox Server 2

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Exchange 2003 / 2010 Notes from the Field

by Dave Kawula on Oct 06, 2010

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Exchange 2003 / 2010 Notes from the Field — Presentation Transcript