MIGRATING FROM MICROSOFT EXCHANGE SERVER AND OTHER MAIL SYSTEMS

Appendix B

2

OVERVIEW

Upgrading from Microsoft Exchange Server 5.5

Upgrading from Microsoft Exchange 2000 Server

Configuring coexistence with other messaging systems

Migrating from other messaging systems

3

UPGRADING AND MIGRATING AN EXCHANGE SERVER 5.5 ORGANIZATION

Separate servers in the same organization

On same server In different organizations

4

DIFFERENT SERVERS IN THE SAME ORGANIZATION: PREREQUISITES

Active Directory in place Exchange 5.5 connected to Active

Directory User accounts migrated to Active

Directory

5

DIFFERENT SERVERS IN THE SAME ORGANIZATION: MIGRATING

Install Exchange Server 2003 on a non-Exchange member server

Join the existing Exchange Server 5.5 organization

Install Active Directory Connector (ADC) and configure connection agreement

Move mailboxes: Active Directory Users And Computers Exchange System Manager

Move other resources (public folders, connectors)

6

REMOVING AN EXCHANGE SERVER 5.5 SERVER

Migrate all resources If Internet Mail Connector installed:

Configure SMTP Connector Change Mail Exchanger (MX) record to point

to the new server Wait for switchover to propagate across the

Internet Remove the Internet Mail Service (IMS)

Remove the Exchange Server 5.5 server

7

REMOVING THE LAST EXCHANGE SERVER 5.5 SERVER

Stop Exchange Server 5.5 services

Disable the System Attendant service

Delete the Exchange Server 5.5 server from the site

Right-click connection agreement and force replication

Delete the Site Replication Service

Delete Recipient and Public Folder connection agreements

Uninstall the ADC

8

INTERIM UPGRADING TO EXCHANGE 2000 SERVER

Apply the latest Windows NT 4 Server service pack (if appropriate)

Upgrade Windows NT 4 Server to Windows 2000 Server (if appropriate)

Apply Windows 2000 SP3 or SP4 Apply Exchange 5.5 Server SP3 or later

9

INTERIM UPGRADING TO EXCHANGE 2000 SERVER (CONT.)

Ensure Windows 2000 Server Simple Mail Transfer Protocol (SMTP) and Network News Transfer Protocol (NNTP) services are installed

Upgrade Exchange Server 5.5 to Exchange 2000 Server SP3 or later

Upgrade Exchange 2000 Server to Exchange Server 2003

Upgrade Windows 2000 Server to Windows Server 2003 (if required)

10

INSTALLING EXCHANGE 2000 SERVER

Very similar to installing Exchange Server 2003

Choose to upgrade an existing organization

Cannot immediately add components; rerun the Installation Wizard to add additional components

11

MIGRATING TO A SEPARATE EXCHANGE SERVER 2003 ORGANIZATION

Configure a two-way trust between the source and target domains

The account used needs Administrative permissions in: The source domain The target domain and organizational unit

(OU) Each local computer for which security is

migrated to the new domain

12

MIGRATING USER ACCOUNTS

Configure a recipient connection agreement Exchange 2000 Server and Exchange Server

2003: user account associated with a single mailbox

Exchange Server 5.5: can have a single Windows user account associated with multiple mailboxes

Two approaches to this problem: ADC Active Directory Migration Tool

13

ACTIVE DIRECTORY MIGRATION TOOL

Simplest way to migrate user accounts from one domain to another

Included in the \I386\Admt folder on the Windows Server 2003 installation CD

Can perform both intraforest and interforest migrations

14

USING THE ACTIVE DIRECTORY MIGRATION TOOL

Access the User Account Migration Wizard Specify source and target domains List all user accounts in the Users container Add the user accounts to migrate Specify the target OU Migrate passwords Specify the account transition options Configure user options

15

USING THE ACTIVE DIRECTORY MIGRATION TOOL (CONT.)

Configure object property exclusions Configure naming conflict settings Select a migration destination Specify the source server Configure the message information to

migrate Configure account migration options The migration process begins

16

SPECIFYING SOURCE AND TARGET DOMAINS

17

LISTING USER ACCOUNTS

18

RUNNING THE EXCHANGE SERVER MIGRATION WIZARD

19

TASKS PERFORMED BY THE EXCHANGE SERVER MIGRATION WIZARD

Migrate all mailbox information to the new Exchange Server mailboxes

Create new user accounts in Active Directory Migrate X.400, SMTP, cc:Mail, Microsoft Mail,

and other e-mail addresses Convert Active Directory contacts to mail-

enabled user accounts in Active Directory Update Exchange Server 2003 group

membership

20

LIMITATIONS OF THE MIGRATION WIZARD

Does not clean up or remove mailboxes in the source organization

Does not preserve access control lists (ACLs) Cannot migrate mailboxes within the same

organization Does not migrate personal mail archives or

personal address books Does not migrate distribution lists Does not migrate Inbox rules Does not migrate public folders

21

UPGRADING FROM EXCHANGE 2000 SERVER

More straightforward than upgrading from Exchange Server 5.5

Microsoft supports an in-place upgrade Issues to consider prior to the upgrade:

Exchange Server 2003 does not provide support for some features that existed in Exchange 2000 Server

Support for Lotus cc:Mail and Microsoft Mail connectors has been removed

22

COMPONENTS THAT NEED TO BE REMOVED OR MOVED

Instant Messaging Service Microsoft Chat Service Key Management Service Microsoft Exchange Connector for Lotus

cc:Mail Microsoft Mail Connector

23

OPERATING SYSTEM AND EXCHANGE 2000 SERVER REQUIREMENTS

Exchange 2000 Server SP3 or later Windows 2000 Server SP3 or later Same language version Upgrade front-end servers first Upgrade ADCs to the Exchange Server

2003 version

24

ADDITIONAL PREINSTALLATION TASKS

Delete the contents of the \Exchsrvr\Mailroot\Vsi 1\BadMail folder

Audit third-party Exchange Server add-on programs in use

Make a full backup of Exchange and all its databases

Do a test restore to another server to ensure that the backup is good

Ensure that no Exchange Server–related programs are running

Manually stop the services for third-party add-ons

25

MIGRATING TO A NEW ORGANIZATION

Use the Active Directory Migration Tool to move accounts

Use the Exchange Server Migration Wizard to move mailboxes

Use the Inter-Organization Replication Tool to move public folders

Need administrative permissions in the source and target domains

A two-way trust must exist between domains

26

CONFIGURING COEXISTENCE WITH OTHER MESSAGING SYSTEMS

Lotus Notes Novell GroupWise X.400-compliant messaging systems

27

CONFIGURING COEXISTENCE WITH LOTUS NOTES

Exchange Server 2003 includes Connector for Lotus Notes

Synchronizes Active Directory with Lotus Notes directory

Installed from Exchange Server 2003 installation CD

Configure Lotus Notes server to identify Exchange organization as a foreign domain

28

CONFIGURING THE CONNECTOR FOR LOTUS NOTES

General tab Address Space tab Import Container tab Export Containers tab Advanced tab Dirsync Options tab Delivery Restrictions tab

29

CONNECTOR FOR LOTUS NOTES PROPERTIES

30

MICROSOFT CALENDAR CONNECTOR

31

CONNECTOR FOR NOVELL GROUPWISE

Installed in same way as Connector for Lotus Notes

Configured in same way as Connector for Lotus Notes

Configure the Calendar connector separately from synchronizing mail and account information

32

CONFIGURING COEXISTENCE WITH X.400-COMPLIANT MESSAGING SYSTEMS

Example SMTP address: SeanAlexander@Litwareinc.com

Corresponding X.400 formatted address: c=USA;a=; p=LITWAREINC; o=LITWAREINC;

s=Alexander; g=Sean

33

PRIMARY USES FOR THE X.400 CONNECTOR

Connect to X.400 messaging systems that do not support any other common protocol

Connect Exchange routing groups that are linked by unreliable network connections

34

X.400 TRANSPORTS

TCP/IP X.400 Service Transport Stack X.25 X.400 Service Transport Stack RAS

35

CONFIGURING A TRANSPORT STACK

36

CONFIGURING THE X.400 CONNECTOR TO USE THE TRANSPORT STACK

37

MIGRATING FROM OTHER MESSAGING SYSTEMS

Exchange Server Migration Wizard options: Import From Migration Files Migrate From Microsoft Mail For PC Networks Migrate From Microsoft Exchange Migrate From Lotus cc:Mail

38

MIGRATING FROM OTHER MESSAGING SYSTEMS (CONT.)

Exchange Server Migration Wizard options: Migrate From Lotus Notes Migrate From Novell GroupWise 4.x Migrate From Novell GroupWise 5.x Migrate From Internet Directory (LDAP

through ADSI) Migrate From Internet Mail (IMAP4)

39

MIGRATION CONSIDERATIONS

Administrative permissions in both the source and target domains

Configure DNS Map out the target containers in advance Plan how you will configure passwords Prepare the user community and set

expectations

40

MIGRATION CONSIDERATIONS (CONT.)

Decide whether to use one-step or two-step migration

Do a test run first Schedule the migration for a time when it

will least affect users

41

SUMMARY

Install an Exchange Server 2003 server in an Exchange Server 5.5 organization

Upgrade an Exchange Server 5.5 organization to Exchange 2000 Server and then to Exchange Server 2003

Migrate to a separate Exchange Server 2003 organization

42

SUMMARY (CONT.)

Directly upgrade Exchange 2000 Server to Exchange Server 2003

Configure interoperability with non-Exchange messaging systems

Migrate from non-Exchange messaging systems