Integration of Exchange With MachPanel (All Versions) Plus Migration Toolkit

Installation of Exchange Server 2007

Revision: 1st

Version: 1.0


You can install Exchange 2007 server roles on a computer in two ways:

Use the Exchange Server 2007 Setup wizard: Use this wizard if you want to be guided through the setup steps. For more information about how to install Exchange 2007 by using the Exchange Server 2007 Setup wizard, see one of the following topics:

How to Perform a Typical Installation Using Exchange Server 2007 Setup How to Perform a Custom Installation Using Exchange Server 2007 Setup

Use the Setup command at a command prompt: Use this command if you want to create a script to perform the installation. For more information about how to install Exchange 2007 by using the Setup command, see How to Install Exchange 2007 in Unattended Mode


Non-Hosting Mode

Please see the below links for installation help:

http://technet.microsoft.com/en-us/library/bb124778.aspx

http://technet.microsoft.com/en-us/library/dd351084.aspx

Hosting Mode

Please see the below links for installation help:

http://social.technet.microsoft.com/wiki/contents/articles/exchange-2010-sp1-information-for-hosted-service-providers.aspx

http://www.howexchangeworks.com/2010/10/installing-exchange-2010-sp1-in-hosting.html

Note: Please consult Microsoft Installation guides as per scenario indicated above. Make sure you have the latest Service Pack installed.

Integrating Exchange with MachPanel and MachPanel Exchange Migration Toolkit

This article describes in detail about integrating Microsoft Exchange into MachPanel Control Server and also using MachPanel Migration Toolkit for migrating existing Exchange 2007/Exchange 2010 organizations in MachPanel.

www.machsol.com Page 2

http://www.howexchangeworks.com/2010/10/installing-exchange-2010-sp1-in-hosting.html

http://social.technet.microsoft.com/wiki/contents/articles/exchange-2010-sp1-information-for-hosted-service-providers.aspx

http://technet.microsoft.com/en-us/library/dd351084.aspx

http://technet.microsoft.com/en-us/library/bb124778.aspx

http://technet.microsoft.com/en-us/library/aa997281(EXCHG.80).aspx

http://technet.microsoft.com/en-us/library/aa997281(EXCHG.80).aspx

http://technet.microsoft.com/en-us/library/bb125143(EXCHG.80).aspx

http://technet.microsoft.com/en-us/library/bb123694(EXCHG.80).aspx

Integrating Exchange with MachPanel

Pre-Requisites:

MachPanel Control Server has been installed, if not then follow below KB article:http://kb.machsol.com/Knowledgebase/Article/50261

MachPanel Remote Server has been installed, if not then follow below KB article:http://kb.machsol.com/Knowledgebase/Article/50262

Active Directory information has been added in MachPanel, if not then follow below KB article:http://kb.machsol.com/Knowledgebase/Article/50263

Also make sure that MachPanel Control Server and MachPanel Remote Server should be on the same build and also MachPanel Provisioning Service is running on both servers.

Procedure:

1) Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure > Control Panel Website, and then clicking on the URL in it). Log in using the provider credentials.

2) Navigate to Home Service Director Exchange Hosting Server group and then click on Add Server Group. There are two options available in adding Exchange server in MachPanel.

Integrating Exchange 2007/2010 StandAlone mode:

a) In first step you will be asked to provide the server group name and LDAP for the OU under which you want all your hosting companies to go in Active Directory. Select the provider e.g. Exchange Server 2007/Exchange server 2010. Make sure to select the Active Directory from drop down menu against the Active Directory Domain. See below screenshot:


*Make sure that the 'Exchange Trusted Subsystem' has Full Control' over the given OU e.g. Hosting, and confirm that Exchange Trusted Subsystem has 'This object and all descendant objects' granted 'Full Control'. Also make sure that the User under which the MachPanel provisioning will run should be member of Exchange Trusted Subsystem.

For help follow KB article given below:http://kb.machsol.com/Knowledgebase/Article/50243

b) In second step you will be asked to provide the Exchange server details such as Reference Id, OAB distribution method, server alias and IP. For Exchange 2007/Exchange 2010 standalone mode you will need to provide the IP and server details of Exchange Mailbox server for the database. See the below snapshot:

c) Give the mailbox server FQDN, and click on 'Get Mailbox Databases'. After clicking Get mailbox Databases MachPanel will fetch the mailbox databases details and will be shown against the 'Mailbox database' in drop down menu. Also provide the CAS external FQDN against the CAS External FQDN. See the snapshot below for reference:

If you encounter below error upon clicking 'Get Mailbox Databases': Operation failed due to service credentials being synchronized. Please try again after 10 Seconds. If problem persists contact system administrator


Then follow this KB article to resolve this issue first:http://kb.machsol.com/Knowledgebase/Article/50257

Integrating Exchange 2010 Hosting Mode:

a) For Exchange 2010 Hosting mode you will need to provide the Exchange Server name and provider similar to Exchange 2007 and Exchange 2010 standalone mode. The only difference in the step one will be that in Hosting mode you will not be asked for the LDAP of OU. See the snapshot below:

b) In the second step you will be asked to provide all the details similar as mentioned in adding Exchange 2007/Exchange 2010 standalone mode. The difference in hosting mode will be that you will provide the CAS server FQDN against Remote Server FQDN and then click on the Get Mailbox Database. See the snapshot below:

If you encounter below error upon clicking 'Get Mailbox Databases': Operation failed due to service credentials being synchronized. Please try again after 10 Seconds. If problem persists contact system administrator


Then follow this KB article to resolve this issue first:http://kb.machsol.com/Knowledgebase/Article/50257

c) One last thing with Exchange 2010 hosting to do is to prepare back end for provisioning, for this follow the below KB article:http://kb.machsol.com/Knowledgebase/Article/50255

3) When all the details are completed click on finish and it will complete the server group addition in MachPanel. After adding the server group, go to Server group tab and click on test service for the newly added service group to verify the connection between MachPanel control server and Exchange remote server:

If you receive above message upon 'test service', then you have successfully integrated Exchange into MachPanel.


MachPanel Exchange Migration Toolkit

Introduction

This toolkit may be used for various scenarios including:

1. Migration Toolkit is used for migrating existing Exchange 2007 or Exchange 2010 organizations, mailboxes etc. into MachPanel for further management from MachPanel’s web based interface. Hence, users who have been using MS Exchange 2007/Exchange 2010 can easily switch to MachPanel through this Toolkit without hassle.

Following are few attributes which are migrated:

Hosted Organization Information (OU, Names, etc.)

Active Directory user accounts

Exchange mailboxes

Distribution lists

Email Addresses

2. For migrating existing Exchange 2007 organizations, mailboxes etc. to new hardware.

3. For bulk creation of Exchange 2007 organizations, mailboxes etc. This is particularly useful if you are migrating customers from legacy mail servers to hosted exchange environment.

Migration Pre-requisites

Make sure your system meet the following software pre-requisites:

• MachPanel Provisioning System

• MachPanel Exchange Migration Toolkit (x86/ x64)

• Exchange Migration Toolkit License (contact sales)

Migration Steps


Migration steps are very intuitive and simple. Please follow the steps below to work your way through migration.

Step 1: Downloading the Toolkit

Download the appropriate toolkit (x86/x64) from MachSol Website (www.machsol.com) and extract on the Exchange Server (Mailbox Role for Exchange 2007/Exchange 2010 standalone and on CAS Role for Exchange 2010 Hosting mode).

Step 2: Generate XML file

• Run MachPanelExchangeToolKit.exe from extracted files.

• Specify LDAP path for OU to be exported. This is variable and depends on what OU you want to export.

Example: LDAP://OU=Hosting,DC=fabrikam,DC=com

• Specify Preferred Domain Controller name

Example: AD03.fabrikam.com

• Click on Get Organizations button.

Click on appropriate OU to check organizations inside.


http://www.machsol.com/

Select the organization you need from the link inside the OU.

Click on OK once you have selected your desired organizations for export.

Click on Export Data and then save the file with .XML extension.



Step 3: Import Accounts to MachPanel using XML file

MachPanel Exchange Migration toolkit makes it easy to bulk import and create Exchange based hosted organizations. The migration wizard expects an XML file input which was created during export.

• Navigate to: Home » Migration Director » Exchange Migration

1: Exchange Migration Wizard

• Select from one of the methods below:

A: Import data and provision service This option does two things:

i. Imports the data in MachPanel databases enabling further management via MachPanel. ii. Assumes service provisioning is also required and therefore attempts to create the organizations, mailboxes, mail

contacts, distribution lists etc. in Active Directory and Exchange Server.

Import data and provision service means that you will specify the XML from an old exchange server and this option will create users on new exchange server automatically during migration process.

B: Import data only This option only Imports the data in MachPanel databases enabling further management via MachPanel. Please note that NO service provisioning on provider (Exchange 2007/Exchange 2010) is attempted. This option is used where MachPanel is deployed over an existing exchange hosting setup.

• XML file to import: Provide the path to XML file that will be used for import. • Click on Next button.


Note: If you get following error, it means that your migration license has not been activated.

Please contact sales department for license purchase / activation. If license has been activated, you will be able to continue.

2: Select Organizations

• On Step-2, you need to select the organization you wish to import and associate them with the customer and service plan. You may select all organizations or import one-by-one. • Click on Next button.


3: Billing Information• Select the billing preference for each hosted organization.

Click on Finish once you are done.


Documents

Integration of Exchange With MachPanel (All Versions) Plus Migration Toolkit