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Exchange Server 2010 : Upgrading from and Coexisting with Exchange Server 2003 (part 3)

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12/22/2010 9:14:20 AM

2. Deploying Exchange Server 2010 Computers

When planning your upgrade you need to consider a number of points:

  • All Exchange servers in your organization must be Exchange Server 2003 SP2 or later.

  • Your Exchange Server 2003 organization must be set to Native Mode.

  • The Active Directory forest mode must not be Windows Server 2008.

  • The computers Exchange Server 2010 will be installed on must be Windows Server 2008 SP2 or later or Windows Server 2008 R2.

  • The Exchange Server 2010 computers require all the necessary prerequisites installed on them before installing Exchange Server 2010.

Finally, unless you install all roles (Mailbox, Client Access, and Hub Transport; Unified messaging is not supported for co-location) on the first Exchange Server 2010 computer in your environment, the Exchange Server 2010 server roles should be deployed in the following order:

  1. Client Access server role

  2. Hub Transport server role

    The Edge Transport server role, if it is deployed, should be implemented after the Hub Transport server role.

  3. Unified Messaging (UM) Server role

  4. Mailbox server role

3. Upgrading Outlook and Remote Access Functionality

The Client Access services you should take into account during an upgrade to Exchange Server 2010 includes multiple services and functionalities, not all of which are immediately obvious:

  • Free/busy functionality

  • Offline Address Books

  • Outlook Web App

  • Digital Certificates

  • Outlook functionality

  • ActiveSync

Table 1 outlines the various Exchange Server 2010 Client Access services and how they are presented to Exchange Server 2003 and Exchange Server 2007 mailboxes.

Table 1. Exchange Server 2010 Client Access Services
EXCHANGE SERVER 2010 CLIENT ACCESS SERVICEEXCHANGE SERVER 2003 OR EXCHANGE SERVER 2007 MAILBOX TREATMENT
OWAExchange Server 2003 mailbox: Single Sign-On (silent redirect to Exchange Server 2003 using legacy URL).

Exchange Server 2007 mailbox in the same Active Directory site: Single Sign-On (silent redirect to Exchange Server 2007 using legacy URL).

Exchange Server 2007 mailbox in a separate non-Internet facing Active Directory site is proxied.
Exchange ActiveSyncExchange Server 2007 mailbox: Autodiscover and redirect for Windows Mobile 6.1 and newer, Windows Mobile 6 and older and all non-Microsoft ActiveSync clients are proxied to Exchange Server 2007 Client Access).

Exchange Server 2003 mailboxes: Exchange Server 2010 Client Access supports direct access to the Exchange Server 2003 mailbox, provided Integrated Windows authentication is enabled on the Microsoft-Server-ActiveSync virtual directory on the Exchange Server 2003 computer for Kerberos authentication between Exchange Server 2010 CAS and the Exchange Server 2003 back-end server.

Any clients that use new Exchange ActiveSync features need to re-sync.
Outlook Anywhere & OABDirect Exchange Server 2010 Client Access support.
AutodiscoverDirect Exchange Server 2010 Client Access support.
Exchange Web ServicesAutodiscover.
POP/IMAPExchange Server 2007: Connect to a Client Access server in the same Active Directory site as the Mailbox server. Exchange Server 2003: Direct Exchange Server 2010 Client Access support.

Inside Track: Seamless Coexistence with the Legacy URL

Kristian Andaker

Group Program Manager of OWA, EAS, ExUM, and EWS Microsoft, Redmond, WA

If you can't migrate all your users from Exchange Server 2003 or 2007 to Exchange Server 2010 over a weekend, you'll probably want to have the two versions of Exchange running alongside one another for a while. To make this coexistence run seamlessly for your users, and to ensure that your users don't need to manually reconfigure their e-mail clients or learn a new OWA URL, you should use a legacy namespace.

The legacy namespace (such as legacy.contoso.com) should be set up to work exactly the same way as your main external Exchange namespace (owa.contoso.com) works today. Before you start migrating anybody, you should ensure that the legacy namespace can be used to access your Exchange Server 2003 or 2007 mailboxes through all the protocols in exactly the same way your main external Exchange namespace works. This means you need to update your SSL certificates (use of a "Subject Alternative Name," or SAN, certificate is recommended) to include the legacy namespace, and that you need to configure reverse proxies, firewalls, and so on to let through the legacy namespace in exactly the same way your main external Exchange namespace is already set up.

When the legacy namespace is set up and works, you're ready to switch over your main external Exchange namespace (owa.contoso.com) to point to your new Exchange Server 2010 computers. When you do this, all clients using this namespace in their configuration, and all users who remember an OWA URL that includes this namespace, will start accessing your Exchange Server 2010 computers.

For users who still have their mailboxes on Exchange Server 2003 or 2007, the only thing Exchange Server 2010 will do is authentication. After that their requests will be redirected or proxied to the Exchange Server 2003 or 2007 computers. For the redirection and proxying to work correctly for Exchange 2003 access, you need to configure the Exchange2003Url parameter on the Exchange 2010 OWA virtual directory. For Exchange ActiveSync (EAS) to be proxied correctly to Exchange Server 2003, you need to configure the Exchange 2003 EAS virtual directory to allow Windows Integrated authentication. Other Exchange services rely on the Exchange Server 2007 internalURL and externalURL parameters on virtual directories to redirect and proxy traffic as appropriate for each service. For more information on this, see the TechNet documentation on Exchange Server 2010 migration at http://technet.microsoft.com/en-us/library/ee332348.aspx for Exchange Server 2003 and http://technet.microsoft.com/en-us/library/dd351133.aspx for Exchange Server 2007.

In coexistence between Exchange Server 2003 or 2007 with Exchange Server 2010, your end users should never have to reconfigure their e-mail clients manually, or learn a different OWA URL. When the Exchange servers are configured correctly and the legacy namespace is deployed, all of the client configuration your users use, and the OWA URL they already know, should continue to work seamlessly.

At the time of this writing, a few mobile phones implementing Exchange ActiveSync (EAS) have a bug preventing them from following EAS redirections correctly. Until these device bugs are fixed, users of these devices will need to manually change the configuration on the phone to use the legacy namespace. By the time you read this, I hope there will be fixes for all mobile devices that have this problem from the device manufacturers.

Other -----------------
- Exchange Server 2010 : Useful Tools for an Upgrade (part 1)
- Exchange Server 2010 : Useful Tools for an Upgrade (part 1)
- Active Directory Domain Services 2008: Modify the Precedence for Password Settings Objects
- Active Directory Domain Services 2008: Apply a Password Settings Object to Users and Security Groups
- Active Directory Domain Services 2008: Modify Settings Defined in Password Settings Objects
- BizTalk Server 2009 : Getting results from asynchronous invocations (part 3)
- BizTalk Server 2009 : Getting results from asynchronous invocations (part 2)
- BizTalk Server 2009 : Getting results from asynchronous invocations (part 1) - Building WCF services that support client callbacks
- Exchange Server 2010 : Designing Upgrade and Coexistence Strategies
- Exchange Server 2010 : Risk Mitigation
- Exchange Server 2010 : Planning Cross-site Failovers (part 2) - Cross-site Switchover
- Exchange Server 2010 : Planning Cross-site Failovers (part 1)
- Exchange Server 2010 : Availability Planning for Transport Servers
- Exchange Server 2010 : Availability Planning for Client Access Servers (part 4) - Creating a Client Access Server Array
- Exchange Server 2010 : Availability Planning for Client Access Servers (part 3) - Global Server Load Balancing
- Exchange Server 2010 : Availability Planning for Client Access Servers (part 2) - Selecting a Load Balancer Type
- Exchange Server 2010 : Availability Planning for Client Access Servers (part 1) - Affinity
- Using asynchronous services in BizTalk with WCF (part 2) - Exposing asynchronous services
- Using asynchronous services in BizTalk with WCF (part 1) - Consuming asynchronous services
- Exchange Server 2010 : Availability Planning for Mailbox Servers (part 8) - Designing and Configuring DAGs
 
 
 
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