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Exchange Server 2010 : Upgrading from and Coexisting with Exchange Server 2003 (part 1)

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12/22/2010 9:12:01 AM
Because many organizations have not yet implemented Exchange Server 2007, upgrading from Exchange Server 2003 to Exchange Server 2010 is a very common upgrade scenario. As in any upgrade, unless you have a user base that you can move in a single, acceptable period of downtime, there will be a period of coexistence with the legacy (Exchange Server 2003) environment until all resources are upgraded to Exchange Server 2010. This section discusses the factors to consider when planning your coexistence strategy.

Contoso is a company of 750 users running an Exchange Server 2003 environment centralized in Seattle. A logical view of their environment is illustrated in Figure 1.

Figure 1. Logical view of Contoso's Exchange Server 2003 environment


1. Preparing the Environment

Before you install the first Exchange Server 2010 computer, you must take numerous steps to prepare the environment and to ensure proper coexistence between Exchange Server 2010 and Exchange Server 2003.

1.1. Link State vs. Least Cost Routing

When Exchange Server 2003 detects that a connector is down, it communicates minor link state updates throughout the organization and determines another route based on link state routing. Starting in Exchange Server 2007 and continuing in Exchange Server 2010, however, least cost routing is now used and Exchange does not refer to the link state tables maintained and used by Exchange Server 2003.

In the case of an environment with a single routing group connector between Exchange Server 2003 and Exchange Server 2010, you do not need to make any changes to link state routing in Exchange Server 2003. However, if additional routing-group connectors are configured between Exchange Server 2003 and Exchange Server 2010 (for example, to accommodate message routing in a multiple site coexistence scenario) the potential of routing loops exists. Because link state routing is not used in Exchange Server 2010, the potential exists to direct a message back through a path that Exchange Server 2003 is trying to route around, resulting in a possible routing loop. To avoid this, minor link state updates can be suppressed in Exchange Server 2003, which causes Exchange Server 2003 to use least cost routing and removes the potential for message routing loops.

In an Exchange Server 2003 environment containing multiple routing groups, link state updates should be suppressed on all Exchange Server 2003 servers in the organization to ensure consistent message routing. It is a best practice to do this in any multiple routing groups scenario—even with a single Exchange Server 2003 to Exchange Server 2010 routing group connector—to avoid issues if an additional Exchange Server 2003 to Exchange Server 2010 routing-group connector should be configured later in the project.

1.2. Suppressing Minor Link State Updates

It is a best practice to suppress minor link state updates as a precautionary measure prior to deploying Exchange Server 2010 in an Exchange Server 2003 environment with multiple routing groups. This is done on a per-server (Exchange Server 2003 computer) basis. Although strictly speaking it only needs to be performed on Exchange Server 2003 servers hosting connectors, it is best practice to perform the procedure on all Exchange Server 2003 servers to maintain a consistent configuration. In the Contoso case, although they have a centralized Exchange Server 2003 environment, they may decide to add another routing group connector for redundancy purposes, so they have opted to suppress minor link state updates as a precautionary measure.

The suppression of minor link state updates is performed as follows:

  1. On the Exchange Server 2003 computer, create the following registry entry:

    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\RESvc\Parameters
    Value Name: SuppressStateChanges
    Data Type: REG_DWORD
    Data: 1
    Radix: Decimal

  2. On the Exchange Server 2003 computer, restart the following services:

    • Microsoft Exchange Routing Engine (RESvc)

    • SMTP Service (SMTPSVC)

    • Microsoft Exchange MTA Stacks (MSExchangeMTA)

  3. Repeat Steps 1 and 2 on each Exchange Server 2003 computer in the environment.

1.3. Upgrading Exchange Server 2003 Computers to SP2
Before introducing the first Exchange Server 2010 computer into your Exchange Server 2003 organization, you must upgrade all servers running Exchange Server 2003 to SP2.
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