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MSG302
Deploying Exchange Server Overview
Sasa Juratovic
Consultant
Microsoft Ltd
Exchange Deployment Vision“Affordable Solution for Better Deployment and ROI/TCO”
Improve customer satisfaction with deployment
Provide prescriptive deployment guidance for customers
Give customers ability to validate their setup and have confidence to continue
Remove deployment blockers
The Paths To Exchange 2003
Path 1 – Standard Deployment from Exchange 5.5
Deploy Exchange 2003 INTO an existing Exchange 5.5 environment
Path 2 – Exchange 5.5 as an External MigrationDeploy Exchange 2003 as separate and external system from Exchange 5.5
Path 3 – Exchange 2000 Upgrades
High Level Overview of Process and ToolsHigh Level Overview of Process and Tools
The Different TopologiesSingle Forest – Single Exchange 2003
Standard topology, and deployment caseCentral IT provides Exchange AND Network servicesDeployment through upgrade/migration of 5.5, or from consolidations of organizations
Multiple Forests – Single Exchange 2003 (Exchange Resource Forest)
Good for un-trusted or distributed organizations whereCentral IT only provides Exchange servicesDeployment through upgrade, migration, or consolidations but network accounts remain in a different forest
Multiple Forests – Multiple Exchange 2003Good for highly autonomous distributed business unitsCentral IT only provides a shared directory service
External ForestExternal Forest-w- E2k-w- E2k
SMTP - MailSMTP - MailMMS – DirectoryMMS – Directory
PF Repl – F/BPF Repl – F/B
XYZ.comXYZ.comForestForest
ExternalExternalForest or NT4Forest or NT4
DomainDomain
External AccountsExternal Accounts-w/o- E2k-w/o- E2k
Domain TrustsDomain Trusts
Recommended Tech-Ed SessionsMSG307 Exploring Topologies for Exchange Server
Detailed description of Exchange topologies
Different TopologiesAdditional InformationAdditional Information
Path 1 – Standard Exchange Path 1 – Standard Exchange 5.5 Deployment Path5.5 Deployment Path
Exchange 2003 is Deployed INTO existing Exchange 5.5 Org
Exchange 2003 coexists natively with Exchange 5.5 System Configuration is inherited by Exchange 2003 serversMailboxes are moved to new Exchange 2003 servers
Who: Most Exchange 5.5 environmentsExchange 5.5 customers with working/stable structureMixed Mode Exchange 5.5 and Exchange 2000 customers
Benefits:Does not require/need a major re-structure Core path = Core toolsLowest administrative and client deployment costsPreserve 100% of 5.5 organization and data
Standard Deployment PathDeploy Exchange 2003 Into Exchange 5.5 OrgDeploy Exchange 2003 Into Exchange 5.5 Org
Standard Deployment Path
The path for customers with Exchange 5.5 servers to get to Exchange 2003 is to install an Exchange 2003 server into the site and move mailboxes.
Windows 2003 Windows 2003 GC/DCGC/DC
Deploy Exchange 2003 Into Exchange 5.5 OrgDeploy Exchange 2003 Into Exchange 5.5 Org
Exchange 2003Exchange 2003Windows 2003Windows 2003
Exchange 5.5Exchange 5.5Windows 2000Windows 2000
Exchange OrgExchange Org
1. Understand and Cleanup 5.5 Environment
2. Fulfill Basic Network Requirements
3. Deploy and Prepare Active Directory
4. Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003Deployment Tools ** NEW **
Active Directory Connector (ADC)
ADC Tools ** NEW **
Exchange Technical Library ** NEW **
Standard Deployment PathPreparing for Exchange 2003Preparing for Exchange 2003
1. Understand and Cleanup 5.5 Environment
2. Fulfill Basic Network Requirements
3. Deploy and Prepare Active Directory
4. Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003Deployment Tools ** NEW **
Active Directory Connector (ADC)
ADC Tools ** NEW **
Exchange Technical Library ** NEW **
Standard Deployment PathPreparing for Exchange 2003Preparing for Exchange 2003
Basic Active Directory Deployment is RequiredMust have Windows 2000 SP3 Domain Controllers and Global Catalogs (OR) Windows 2003 Active Directory
Deploying Exchange 2003 With Accounts in NT4 Domains or External Forests
Exchange 2003 will work with accounts in aWindows NT 4 domains or external forestsExchange uses “Placeholder Accounts” in the Active Directory that reference external accounts“Placeholder Accounts” are automatically created during deployment process
Standard Deployment PathDeploy the Active DirectoryDeploy the Active Directory
Extend Active Directory for ExchangeForest Prep – To prepare forest for Exchange
Domain Prep – To prepare each domain for Exchange
Integrate Exchange 5.5 Into Active DirectoryDeploy the Active Directory Connector
Replicates 5.5 information with Active Directory
ADC Tools (New with Exchange 2003)Data Collection and Validation
Resource Mailbox Wizard
Connection Agreement Wizard
Standard Deployment PathPrepare the Active Directory for ExchangePrepare the Active Directory for Exchange
Extend Active Directory for ExchangeForest Prep – To prepare forest for Exchange
Domain Prep – To prepare each domain for Exchange
Integrate Exchange 5.5 Into Active DirectoryDeploy the Active Directory Connector
Replicates 5.5 information with Active Directory
ADC Tools (New with Exchange 2003)Data Collection and Validation
Resource Mailbox Wizard
Connection Agreement Wizard
Standard Deployment PathPrepare the Active Directory for ExchangePrepare the Active Directory for Exchange
Install Initial Exchange 2003 Server into a 5.5 SiteInitial Exchange services are created with first server to support deployments Exchange 2003 will now inherit the same organization as 5.5 at this point
Move Content to Exchange 2003 serversMove mailboxes with Exchange Admin
NEW – Schedule movesNEW – Better performance and reliability
Replicate public folder contentNEW – PF-migrate tool
Reconfigure any connectors or special server rolls
Deploy New FeaturesFront end servers (For OWA, and OMA)
Standard Deployment PathDeploying Exchange 2003Deploying Exchange 2003
Install Initial Exchange 2003 Server into a 5.5 SiteInitial Exchange services are created with first server to support deployments Exchange 2003 will now inherit the same organization as 5.5 at this point
Move Content to Exchange 2003 serversMove mailboxes with Exchange Admin
NEW – Schedule movesNEW – Better performance and reliability
Replicate public folder contentNEW – PF-migrate tool
Reconfigure any connectors or special server rolls
Deploy New FeaturesFront end servers (For OWA, and OMA)
Standard Deployment PathDeploying Exchange 2003
Path 2 – Exchange 5.5 as an Path 2 – Exchange 5.5 as an External MigrationExternal Migration
Exchange 2003 is Deployed as NEW and External Organization
No configuration is preserved from Exchange 5.5Mailboxes are selectively migrated between old and new systemCoexistence is optional but requires additional steps to setupMay require third party tools for migration of additional data
Who: Some Exchange 5.5 EnvironmentsMultiple Exchange 5.5 OrganizationsMajor topology change needed
Why Not? Higher cost for migration by both administration and clientsNeed to preserve 100% of Exchange 5.5 Environment
External Migration PathDeploy Exchange 2003 as an External OrganizationDeploy Exchange 2003 as an External Organization
Windows 2003 Windows 2003 GC/DCGC/DC
Exchange 2003Exchange 2003Windows 2003Windows 2003
Exchange 2003 OrgExchange 2003 Org
External Migration PathDeploy Exchange 2003 as an External OrganizationDeploy Exchange 2003 as an External Organization
An External Migration is where Exchange 2003 is installed in a NEW/External Exchange organization. Selective mailboxes are migrated
to Exchange.
Exchange 5.5Exchange 5.5Windows 2000Windows 2000
Exchange 5.5 OrgExchange 5.5 Org
1. Understand and Cleanup 5.5 Environment
2. Fulfill Basic Network Requirements
3. Deploy and Prepare Active DirectoryExtend Active Directory for Exchange
Integrate 5.5 Directory and Active Directory
4. Fulfill Basic Server Requirements
Tools to help prepare for Exchange 2003Deployment Tools ** NEW **
Exchange Technical Library ** NEW **
External Migration PathPreparing for Exchange 2003Preparing for Exchange 2003
Deploy Exchange 2003 OrgUse Deployment Tools to start Setup
DO NOT join a 5.5 organization
Setup Connectors, Front-Ends, Etc.
Setup Coexistence (Optional Extra Steps)Directory Coexistence
Use ADC Inter-Org Mode to create contacts in an Active Directory DO NOT use ADC Tools
Messaging/Calendaring CoexistenceSetup SMTP Connectors between orgs
Free/Busy and Public Folder CoexistenceDeploy Inter-Org Public Folder Replication Tool
External Migration PathDeploy Exchange 2003 and Setup CoexistenceDeploy Exchange 2003 and Setup Coexistence
Mailbox MigrationExchange 2003 Migration Wizard, Installed with Exchange
General migration tool for migration of mailboxes from external systems (Exchange, Notes, GroupWise, etc.)Migrates mailbox content and mailbox directory informationIf directory co-existence is in place, reply-ability will be preserved
Additional Manual Tasks for MigrationCleanup of mailboxes after migrationClient tasks to reset outlook profile, fix rules and reset delegates
External Migration PathExternal Migration of DataExternal Migration of Data
Public Folder MigrationContent can be replicated during coexistence
Specific Public Folder Permissions need to be re-created
Additional Directory Content MigrationContacts: Can be replicated during coexistence
Distribution Lists: Need to be manually exported/imported into Active Directory
External Migration PathExternal Migration of DataExternal Migration of Data
NetIQ’s Exchange Migrator ( http://www.netiq.com )Exchange 5.5 Migrations
Includes Mailbox Data, Public Folder Data, Access Control, Distribution Lists, Manager/Reports linksCombined domain and mailbox migration solution
Aelita Controlled Migration Suite ( http://www.aelita.com )Exchange 5.5 Migration and Coexistence tools
Service based migration (For off-hour migrations)Mailbox Data, Public Folder Data, Directory MigrationCombined domain and mailbox solution
Wingra ( http://www.wingra.com )Consulting and Migration tools for Exchange, Notes and GroupWise migrations
GroupWise tools support GroupWise 6Exchange tools migrates mailbox, Access Control, Distribution Lists, and Public Folders
Compusven ( http://www.compusven.com )Migration tools for Exchange, Notes and GroupWise migrations
GroupWise tools supports GroupWise 6Email Shuttle can be scheduled for automatic migrations
Discus Data Solutions ( http://www.discusdata.com)Wizard based migration of Mailbox Data, Directory, Access Control, Distribution Lists,
External Migration PathSome Third Party ToolsSome Third Party Tools
Path 3 – Upgrade from Path 3 – Upgrade from Exchange 2000Exchange 2000
Exchange 2003 is deployed into an organization where Exchange 2000 has already exists
Exchange 2003, Exchange 2000 and Exchange 5.5 can coexist in the same organization
Configuration will be shared same as a standard deploymentExchange 2000 servers can be directly upgraded to Exchange 2003Mailboxes on 5.5 can be moved to Exchange 2003, same as standard deploymentMay consider consolidation during deployment
Who: All Exchange 2000 EnvironmentsMixed Exchange 2000 and 5.5 OrganizationsPure Exchange 2000 organizations
Benefits Start taking advantage of Exchange 2003 features
OWA, OMA, Consolidation, Admin Features, etc.
Exchange 2000 UpgradesDeploy Exchange 2003 after an Exchange 2000 Deploy Exchange 2003 after an Exchange 2000
deployment has starteddeployment has started
Deploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server
Exchange 2000 Upgrades
Windows Windows 2003 2003
GC/DCGC/DC
Exchange 2000Exchange 2000Windows 2000Windows 2000
Exchange 5.5Exchange 5.5Windows 2000Windows 2000
Exchange OrgExchange Org
Exchange 2003Exchange 2003Windows 2003Windows 2003
Deploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 an Exchange 2000 orgDeploy Exchange 2003 into an organization where Exchange 2000 is installed OR upgrade an Exchange 2000 server
Exchange 2000 Upgrades
Windows Windows 2003 2003
GC/DCGC/DC
Exchange 2003Exchange 2003Windows 2000Windows 2000
Exchange 5.5Exchange 5.5Windows 2000Windows 2000
Exchange OrgExchange Org
Exchange 2003Exchange 2003Windows 2003Windows 2003
Compatibility MatrixInteroperability with Windows Server
Exchange Server fully supports Windows Server 2003 AD environments. Customers can use Exchange 5.5 SP3, Exchange 2000 SP2/SP3, and Exchange 2003 with Windows 2003 GCs and DCs
Exchange 2003 Server is the only version of Exchange supported to be run on Windows Server 2003
Exchange can be installed and run on
Supported Active Directory Environments
Exchange Version
Windows Server 2000
Windows Server 2003
Windows Server 2000
Windows Server 2003
Exchange 5.5 SP3
Yes No Yes Yes
Exchange 2000 SP2
Yes No Yes Yes
Exchange 2000 SP3
Yes No Yes Yes
Exchange 2003
Yes (W2K SP3) Yes Yes (W2K SP3) Yes
Exchange And Windows Exchange And Windows 2003 Server2003 Server
Exchange 5.5Exchange 5.5Windows 2000Windows 2000
Exchange 2000Exchange 2000Windows 2000Windows 2000
Windows 2003 Windows 2003 GC/DCGC/DC
Windows 2000 Windows 2000 SP3 GC/DCSP3 GC/DC
Exchange 2003Exchange 2003Windows 2000 SP3Windows 2000 SP3
Exchange 2003Exchange 2003Windows 2003Windows 2003Exchange 5.5Exchange 5.5
NT4NT4
All of these servers can coexist in the same topology.All of these servers can coexist in the same topology.
Prepare Active Directory for UpgradeUpgrade all ADCs to Exchange 2003Upgrade Active Directory to have at least one Windows 2000 SP3 DC, or Windows 2003 DC in each sitePrepare Forest with Forest Prep
Extends Schema
Prepare each domain with Domain PrepUpdates domain permissions for Exchange 2003
Prepare servers for UpgradeNew software requirements
Windows 2000 SP3 or Windows 2003.Net Framework and ASP.NET
Exchange 2000 UpgradesPreparing for Exchange 2003Preparing for Exchange 2003
Consider Legacy ComponentsFeatures that are no part of default Exchange 2003
Instant Messaging and Chat Service Microsoft RTCKey Management Service (KMS) Windows Certs
Consider New Security Features (Secure by Default)
Services not installed by default, and permissions on Exchange serversExchange Server 2003 Security Enhancements
Exchange 2000 UpgradesPreparing for Exchange 2003Preparing for Exchange 2003
Installing New ServersRun Setup and join existing organizationCan be new front end or back-end servers
Upgrade Front End ServersUse Deployment Tools to Upgrade Must upgrade front-end servers first
AND must upgrade back-end servers before new OWA and OMA features are exposed
Upgrading Exchange 2000 and back-end serversUse Deployment Tools to upgrade
Consolidating on Exchange 2003Move mailboxes using NEW Exchange 2003 admin
Move mailbox within same Admin group if 5.5 servers exist or between admin groups if in native mode
Exchange 2000 UpgradesDeploying Exchange 2003Deploying Exchange 2003
The Paths To Exchange 2003
Path 1 – Standard Deployment from Exchange 5.5
Deploy Exchange 2003 INTO an existing Exchange 5.5 environment
Path 2 – Exchange 5.5 as an External MigrationDeploy Exchange 2003 as separate and external system from Exchange 5.5
Path 3 – Exchange 2000 Upgrades
High Level Overview of Process and ToolsHigh Level Overview of Process and Tools
Questions…Questions…
[email protected]@microsoft.com
Ask The ExpertsGet Your Questions Answered
I will be available in Ask the Experts area tomorrow at 11:15 for 2 hours
Community Resources
Community Resourceshttp://www.microsoft.com/communities/default.mspx
Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/
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User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx
Suggested Reading And Resources
The tools you need to put technology to work!The tools you need to put technology to work!
TITLETITLE AvailableAvailable
Microsoft® Exchange Server 2003 Microsoft® Exchange Server 2003 Administrator's Companion: 0-Administrator's Companion: 0-7356-1979-47356-1979-4
9/24/039/24/03
Active Directory® for Microsoft® Active Directory® for Microsoft® Windows® Server 2003 Windows® Server 2003 Technical Reference: 0-7356-Technical Reference: 0-7356-1577-21577-2
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© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.