This document provides an overview of upgrading and migrating to Exchange 2007 and Windows 2008. It discusses migration paths from previous versions of Exchange and Windows, planning considerations, and a case study of achieving site resiliency using Exchange 2007 SP1 and Windows 2008. The presentation was given by Dejan Foro, an Exchange MVP, and covers introduction, migration paths, planning, a site resiliency case study, tips and tricks, additional resources, and Q&A.

1. 9/29/2008
Upgrading and Migrating to
Exchange 2007 and Windows 2008
Dejan Foro
dejan.foro@exchangemaster.net
DISCLAIMER:
All the content given in this presentation comes "as is" without warranty or guarantee
of any kind and you use it at your own risk.
Microsoft, Windows, Exchange, Outlook, Office Communications Server, Office
Communicator and their logos are registered trademarks of Microsoft Corporation in
the United States and/or other countries .
1

2. 9/29/2008
Speaker
• 15 years of years of experience with MS
technologies
• MCP, MCP+I, MCSE NT40, MCSE+I, MCSE
2000, MCSE 2000:Messaging, MCSA 2003,
MCSA 2003:Messaging, MCSE 2003, MCT
• Member of MCP Hall of Fame
• Microsoft Exchange MVP
• Founder of Exchange User Group Europe
• Works as consultant @ British Telecom
Global Services , Zurich
Agenda
• Introduction
• Migration paths, constrains, sources
• Planning
• CASE:
Achieving site resiliency by using Exchange 2007
SP1 and Windows 2008
• tips and tricks
• Additional resources
• Q&A
2

3. 9/29/2008
Introduction
• Previous presentations
– Exchange 2007 and Outlook 2007 Overview
– Windows 2008 - What's new
www.exchangemaster.net under Presentations
Migration paths
• Exchange 5.5 → Exchange 2007
– Not supported
– Solution:
• Exchange 5.5 → Exchange 2003→ Exchange 2007
• 3rd party tools – Quest Migration wizard
• Inplace upgrade from Exchange 2000 or 2003 to
Exchange 2007 not possible (64bit)
– Solution:
• New server (64-bit hardware)
• add into existing Exchange org,
• move resources to new servers
3

4. 9/29/2008
Migration
Continued from previous page
• Moving resources from old to new server
– Mailboxes (move mailbox wizard or powershell)
– Public folders
– RUS – Recipient update Service
– Offline Address Book
– Update MX records
– Connectors
• TIP: for migrating large number of public
folders you can use the PFMigrate utility
http://support.microsoft.com/kb/822895
Migration paths
• Ex 2007/Win 2003 → Ex2007 SP1/Win 2008
– Inplace upgrade not possible
• Migraton path
– New machine
– Install Windows 2008
– Install Exchange 2007 SP1
– Move resources
– Rolling upgrade of cluster – not possible
• Migration path
– New cluster
– Windows 2008
– Exchange 2007 SP1
4

5. 9/29/2008
Enviroment prerequsites
• No Exchange 5.5 servers in the org
• Exchange 2000 SP3
• Exchange 2003 SP2
• Organisation switched to Exchange 2000
native mode
• Windows 2003 domain controllers at SP1 level
(schema, global catalog, Dc in site where
exchange 2007 will be installed)
Enviroment prerequsites
• Additional constrains
– Exchange 2000 does not work with Windows 2008
Active Directory
– If you use Windows 2008 AD, writable DC must be
available in the site
• TIP: you can run Exchange Best Practices
Analyzer tool (ExBPA) to check the enviroment
for Exchange 2007 prerequisites
5

6. 9/29/2008
• Free donwload:
http://www.microsoft.com/downloads/details.aspx?FamilyID=d
bab201f-4bee-4943-ac22-e2ddbd258df3&DisplayLang=en
Services not supported any more in
Exchage 2007
– Novell GroupWise connector (Exchange 2003 Service)
– Microsoft Mobile Information Server (Exchange 2000
Service)
– Instant Messaging service (Exchange 2000 Service)
– Exchange Chat Service (Exchange 2000 Service)
– Exchange 2000 Conferencing Server (Exchange 2000
Service)
– Key Management Service (Exchange 2000 Service)
– cc:Mail connector (Exchange 2000 Service)
– MS Mail connector (Exchange 2000 Service)
6

7. 9/29/2008
Reading before upgrade
• Upgrading to Exchange 2007
http://technet.microsoft.com/en-us/library/bb124008.aspx
• How to Upgrade to Exchange 2007 SP1
http://technet.microsoft.com/en-us/library/bb629489.aspx
• Exchange Server and Windows Server 2008
http://msexchangeteam.com/archive/2007/08/16/446709.aspx
• Mission Impossible: In-Place Upgrading Microsoft Exchange
Server 2007 from Windows Server 2003 to Windows Server
2008
http://msexchangeteam.com/archive/2007/10/04/447188.aspx
• Transitioning from Exchange 2000/2003 to Exchange Server
2007
http://www.msexchange.org/tutorials/Transitioning-Exchange-2000-
2003-Exchange-Server-2007-Part1.html
Planning for Exchange 2007
• Things to have in mind (continued)
– Virtualization:
• Weak support from Microsoft (“best effort”)
• Hardware has to support 64 bit guests
– Intel VT and XD (eXecute Disable)
– AMD AMD-V and NX (No eXecute)
– This is requirement for both MS and VMWare virtualization
products
• Performance impact because of virtualization (disk)
• Limitations of virtualization software
– Max amount of RAM,
– max number of processors,
– network card teaming
7

8. 9/29/2008
Planning for Exchange 2007
• Things to have in mind (continued)
– IPv6
• Exchange UM role is not supported on IPv6
• Operating systems that fully support it - Win2008 and Vista
• IPv6 is not supported on ISA 2006 server
• Networking hardware (routers, firewall, switches)
– Hint: you can use Routing services in Win2008
• Mobile devices
– IPv6 Support in Exchange 2007 SP1
http://technet.microsoft.com/en-us/library/bb629624.aspx
Planning for Exchange 2007
• Things to have in mind :
– Exchange 2007 SP1 required
– Exchange 2007 is 64-bit – therefore your Windows
Server 2008 also has to be 64 bit
– Exchange 2007 can not be run on Windows 2008
Server Core
– Only Exchange mailbox role can be clustered in a
CCR cluster, plan for additional servers to hold
other roles
8

9. 9/29/2008
Achievening site resilience with
Exchange 2007 SP1 and Windows
2008
New technologies
• Exchange 2007
– New high availability model – Clustered
Continuous Replication
• Exchange 2007 SP1
– Support for Windows 2008 Server
• Windows 2008
– New clustering technology
9

10. 9/29/2008
Exchange - clustering
Server 1 Server 2
Shared Storage
Exchange - Clustered Continuous Replication
Server 1 Server 2
Database Transaction Replicated Rebuilt
Logs Transaction Database
Logs
10

11. 9/29/2008
Windows 2008 Clustering
Windows 2008 Clustering
• New quorum model that lets cluster survive
the loss of the quorum
• Better installation and preinstall checks
• Cluster nodes can be on different IP subnets
• Quorum model
– Majority node set with file share withness
• More storage friendly – does not reset the
SCSI bus
11

12. 9/29/2008
Windows 2008 Clustering
• NETBIOS not used any more
• Heart beat uses RPC/TCP not RPC/UDP
• Configurable heartbeats – good for
geoclustering
Clustering
• Security changes
– Local system account instead of clustering account
– Kerberos instead of NTLM
– Authentication with machine instead of user account
• Compatibility / support requirements
– HCL changes – cluster does not have to be on the HCL
– Components still have to be
– Validation wizard comes in windows to validate the
configuration
12

13. 9/29/2008
Clustering
• Support for IP version 6
• Suported in Enterprise and Datacenter Edition
• No inplace upgrade from Windows 2003
cluster
• Wizard for migrating resources built-in
Configuring Exchange CCR cluster that
streaches over 2 physical sites
• EXAMPLE
– Proof of concept lab done for ---
13

14. 9/29/2008
single Active Directory site
Datacenter A Datacenter B
Production network 10.1.1.200 10.2.1.200 Production network
10.1.1.0 10.2.1.0
10.1.4.200 10.2.4.200
DC02
DC01
10.2.1.1
10.1.1.1 ROUTER
DNS2
DNS 1
Domain Controller
Domain Controller
Enterprise subordinate CA
Enterprise Root CA
Majority Node Set (MNS)
Witness share
Windows network load balancing cluster
Clustername: EXCHANGE
IP1 10.1.1.7 IP2 10.2.1.7
Multicast, afinity single
Balanced ports 25, 443, 110, 143
EXCHANGE01 EXCHANGE03
10.1.1.2 10.2.1.2
Client Access Server Client Access Server
Hub Transport Hub Transport
Exchange Clustered Continuous Replication (CCR)
Clustername: EXCLUSTER
IP1 10.1.1.5 IP2 10.2.1.5
IPv6 dynamic
------------------------------------
Windows failover cluster
(Node and file share majority quorum model)
Clustername: WINCLUSTER
IP1 10.1.1.4 IP2 10.2.1.4
IPv6 dynamic
EXCHANGE02 EXCHANGE04
10.1.1.3 10.2.1.3
Mailbox server Mailbox server
clustering network clustering network
10.1.4.0 10.2.4.0
Configuration details
• All machines are configured to use DC01 as primary
and DC02 as secondary DNS server
• Client connectons are all serverd by Datacenter A,
Datacenter B is used for failover
• in Exchange Clustered Continuous Replication (CCR)
cluster the Exchange02 is the prefered node
• HostRecordTTL is set to 0 in registry of both CCR cluster
nodes
• Both datacenters are in the same AD site (Exchange
2007 requirement/limitation)
• Round robin disabled on DNS servers
• All incoming conections are by default directed to site
A and site B is used for disaster
14

15. 9/29/2008
For site resiliance
• Do not forget resilience for services which are
important for Exchange:
– DNS
– Active directory
– Certification authority
– Load balancing of Client Access Server (CAS) roles
Exchange servers
• Constrains
– Exchange server requires all the Exchange server in
CCR cluster to be in the same AD site
Glitches you may run into
• FAQ 000041 - Passive node setup fails when
installing Exchange 2007 CCR
http://www.exchangemaster.net/index.php?option=
com_content&task=view&id=72&Itemid=57
• FAQ 000042 - Outlook clients unable to
connect to an Exchange CCR cluster after
failover
http://www.exchangemaster.net/index.php?option=
com_content&task=view&id=73&Itemid=57
15

16. 9/29/2008
Additional Resources
• Cluster Continuous Replication
http://technet.microsoft.com/en-
us/library/bb124521.aspx
• Installing Cluster Continuous Replication on
Windows Server 2008
http://technet.microsoft.com/en-
us/library/bb629714.aspx
• IPv6 technology center on Technet
http://technet.microsoft.com/en-
us/network/bb530961.aspx
Additional resources
• Webcasts
http://www.microsoft.com/events/series/windowsserver200
8.aspx?tab=webcasts
• Virtual labs
http://www.microsoft.com/events/series/windowsserver200
8.aspx?tab=virtuallabs
• Microsoft Exchange Team Blog (You had me at EHLO)
http://msexchangeteam.com
16

17. 9/29/2008
Shopping tip ☺
• www.microsoft.com/learning /hero
– Discounts on
• Windows 2008 exams,
• books
• e-learning courses
Questions ?
17

18. 9/29/2008
Contact:
• E-mail:
dejan.foro@exchangemaster.net
• LinkedIn:
http://www.linkedin.com/in/dejanforo
• Xing (OpenBC):
http://www.xing.com/profile/Dejan_Foro
• This and other presentations are available for
download from:
www.exchangemaster.net
www.swissitpro.ch
18

19. 9/29/2008
Next Swiss IT Pro meeting
• 1.7.2008 @ Digicomp Academy, Zurich
http://www.digicomp.ch/sitpug
Speakers wanted
• Wanna be a speaker at Swiss IT Pro group
meeting ?
• Contact Mr. Desmond Lee
desmond.lee@swissitpro.ch
19

20. 9/29/2008
And a big Thank You to our partner Digicomp Academy AG for providing us
with space, apero and logistics
http://www.digicomp.ch/sitpug
20