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Exchange 2007 : Perform a Mailbox Active/Passive Installation

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10/24/2010 3:51:51 PM
It’s not so much that the installation of the Active and Passive Mailbox servers is any different from other installations we’ve performed. Rather, you must consider the preparation before you install these two.

First, you cannot install the Active or Passive Clustered Mailbox roles with any other roles. They must reside alone.

Second, they function properly only if you have installed the proper clustering services on either Server 2003 or Server 2008. You must ensure you have two servers configured with failover clustering and a File Share Witness.

Third, those clustering services function only if you have the Enterprise Edition of Server running.

Install the Active Side on Server 2003

This can be done using the command line, but the Setup Wizard tends to be easier. To install, perform the following:

1.
Insert the DVD or mount the ISO for the Installation screen to display. Select the link from Step 4: Install Microsoft Exchange 2007 SP1 to begin the installation wizard.

2.
You are taken to the Introduction screen. Click Next.

3.
You are taken to the License Agreement screen, where you can scroll down and read the entire agreement if you like. Choose I Accept The Terms In The License Agreement and select Next.

4.
You are taken to the Error Reporting screen. Here you are asked to participate in a group effort with Microsoft to determine why certain errors occur on systems. If you say Yes (Recommended), errors that occur automatically send reports to Microsoft without further permission. The other option is No. Choose an option and select Next.

5.
This brings you to the Installation Type screen, where you can choose either a Typical or Custom Exchange Server installation. In this case, select Custom Exchange Server Installation.

6.
From the Server Role Selection screen, select Active Clustered Mailbox Role, and then select Next. (Note that the path you allow for the active installation files must match the path for the passive installation files.)

7.
You are taken to the Cluster Settings screen. Here, you can choose Cluster Continuous Replication or Single Copy Cluster, depending on the type of cluster you have configured.

8.
Next, specify the Clustered Mailbox Server Name and the path for the Clustered Mailbox Server database files. Then click Next. (Note that clustered mailbox server [CMS] names must be 15 characters or less.)

9.
On the Cluster IP Address Configuration, enter a static IP address (IPv4 address) and click Next.

10.
The Readiness Checks screen checks to make sure your system is ready for the installation of the server options you chose. After you are clear to move forward, choose Install.

11.
The Progress screen walks you through the process of the actual installation. When complete, it takes you to the Completion screen and shows you what has been installed successfully. Click Finish.

After the CMS is online and functioning, you can install the passive side.

Install the Active Side on Server 2008

Without going through each step again, note that you can do more on the Cluster IP Address Configuration page. For example, you can choose to leave the IPv4 network option selected. You can choose to use a dynamic IP address for the CMS. You can also select an IPv6 network. If you are installing the cluster into a multiple subnet arrangement, you can choose the Second Subnet checkbox and configure the second subnet according to your configuration needs.

Install the Passive Side on Server 2003/2008

Installing the passive side to the clustered mailbox role is the easiest part. It’s as simple as installing a standard Mailbox server, although you select passive instead. To perform the installation on both Server 2003 and 2008, do the following:

1.
Insert the DVD or mount the ISO for the Installation screen to display. Select the link from Step 4: Install Microsoft Exchange 2007 SP1 to begin the installation wizard.

2.
You are taken to the Introduction screen. Click Next.

3.
You are taken to the License Agreement screen, where you can scroll down and read the entire agreement if you like. Choose I Accept The Terms In The License Agreement, and then select Next.

4.
You are taken to the Error Reporting screen. Here you are asked to participate in a group effort with Microsoft to determine why certain errors occur on systems. If you say Yes (Recommended), errors that occur automatically send reports to Microsoft without further permission. The other option is No. Choose an option and select Next.

5.
This brings you to the Installation Type screen, where you can choose either a Typical or Custom Exchange Server installation. In this case, select Custom Exchange Server Installation.

6.
From the Server Role Selection screen, select Passive Clustered Mailbox Role, and then select Next. (Note that the path you allow for the active installation files must match the path for the passive installation files.)

7.
The Readiness Checks screen checks to make sure your system is ready for the installation of the server options you’ve chosen. After you are clear to move forward, choose Install.

8.
The Progress screen walks you through the process of the actual installation. When complete, it takes you to the Completion screen and shows you what has been installed successfully. Click Finish.
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