How to Upgrade from Exchange 2003 to Exchange 2010 SP1 ------------------------------------------------------------------------------ 1. Active Directory prerequisites and healthcheck --------------------------------------------------- - Schema master (x86 or x64): Windows Server 2003 SP1 Standard or Enterprise, or Windows Server 2008 Standard or Enterprise, or the Windows Server 2008 R2 Standard or Enterprise. - Global catalog (x86 or x64): In each AD site where you plan to install Exchange 2010, you must have GC running - Windows Server 2003 SP1 Standard or Enterprise, or Windows Server 2008 Standard or Enterprise, or the Windows Server 2008 R2 Standard or Enterprise. - Domain Controller (x86 or x64): In each AD site where you plan to install Exchange 2010, you must have writable DC running - Windows Server 2003 SP1 Standard or Enterprise, or Windows Server 2008 Standard or Enterprise, or the Windows Server 2008 R2 Standard or Enterprise. - Active Directory Forest: Forest functional level must be at least Windows Server 2003 forest functional mode (Note: If you've raised the domain/forest level to Windows Server 2008/2008R2 functional mode, make sure that RUS is NOT still pointing to a phantom/demoted 2003 DC) netdom query fsmo 2. Active Directory Health Check Commands: ------------------------------------------ Start with updating Support Tools package (if you are using a Windows Server 2003 OS) with Windows Server 2003 Service Pack 2 32-bit Support Tools. You need both files - suptools.msi and support.cab: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=96a35011-fd83-419d-939b-9a772ea2df90&displaylang=en dcdiag /test:DNS /e /v /f:dcdiag.log nslookup gc._msdcs repadmin /syncall /AeP repadmin /replsum /bysrc /bydest /sort:delta If you get errors you can find more details in: repadmin /showrepl * > showrepl.log or in csv formatted option: repadmin /showrepl * /csv > showrepl.csv 3. Exchange 2003 ------------- - Exchange 2003 Server(s) must be running SP2 6944.4 = Exchange 2003 RTM 7226.6 = Exchange 2003 SP1 7638.2 = Exchange 2003 SP2 - Exchange 2003 organization must be in native mode - Link state routing must be suppressed: http://technet.microsoft.com/en-us/library/aa996728.aspx HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\RESvc\Parameters. Create new DWORD value - SuppressStateChanges | value=1 Restart the following 3 services: - SMTP service - Microsoft Exchange Routing Engine service - Microsoft Exchange MTA Stacks service - Check for ambiguously non-authoritative SMTP addresses. If there are domains, configured authoritative or non-authoritative inconsistently among multiple recipient policies, upgrading AD Schema will fail (at the Org Checks stage) - Document IP Addresses/Domains (if present) under SMTP Relay Restrictions - they have to be re-created manually later - Run Microsoft Exchange Best Practices Analyzer: http://www.microsoft.com/downloads/en/details.aspx?FamilyId=DBAB201F-4BEE-4943-AC22-E2DDBD258DF3&displaylang=en 4. Upgrade Active Directory Schema - Setup /PrepareLegacyExchangePermissions - Setup /PrepareSchema - Setup /PrepareAD - Run Exchange Pre-Deployment Analyzer: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=88b304e7-9912-4cb0-8ead-7479dab1abf2&displaylang=en 5 Required Packages and Updates for E-10 running on Win-8R2 5.1 Microsoft Office 2010 Filter Packs - FilterPack64bit.exe (you need the x64 version of the file!) http://go.microsoft.com/fwlink/?LinkID=191548 5.2 The following 5 updates are mandatory (Setup will stop if one of the updates is missing): *********** Service Pack1 for Windows 2008 R2 already includes these 5 updates ************** NOTE!!! If you happen to miss one fo the updates and have to restart setup, DO NOT choose to "use the configuration settings previously entered". If you choose "Yes" to this option, setup WILL NOT configure automatically routing group connector between the E2k3 and E-10 routing groups. 5.2.1 Update to remove the application manifest expiry feature from AD RMS clients http://support.microsoft.com/?kbid=979099 5.2.2 KB982867 - WCF: Enable WebHeader settings on the RST/SCT http://code.msdn.microsoft.com/KB982867 5.2.3 KB979744 - LockConvoy On Windows Server 2003 Post KB 971988 http://code.msdn.microsoft.com/KB979744 5.2.4 KB983440 - Win7 rollup package (PR for QFE 810219) http://code.msdn.microsoft.com/KB983440 5.2.6 Fix for: ARS: Win7 roll-up Hotfix for System.Web.Services.dll (KB977020) http://connect.microsoft.com/VisualStudio/Downloads/DownloadDetails.aspx?DownloadID=27977 6. Set startup type of "Net.TCP Port Sharing Service" to automatic 7. Exchange Typical installation - CAL, HUB and MBX roles Note: - The account which you use for Exchange 2010 Setup wizard must be a member of Schema Admins Domain Admins and Enterprise Admins (to be able to prepare AD and the domain) - If you are planning to use this Exchange Server as a member of a DAG (Database Availability Group) you must use Windows Server 2008 or 2008 R2 Enterprise Edition - DAG still uses pieces of failover clustering. - Once you install Exchange 2010 on a Windows Server Stadard edition, you cannot upgrade to Windows Server Enterprise Edition ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: :: http://www.netometer.com :: :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::