Table of Contents


Upgrade Process

CAS Role

  1. Create Snapshots of Current AD Servers, Current Mail Server, and of both new servers that will become the exchange servers
  2. Pause Backups that may occur
  3. Install IIS role with prerequisites, Office 2010 Filter Pack, RSAT with AD DS, AD LDS, and CLI Tools
  4. Login to server as Enterprise Admin
  5. Run the following commands to prepare the domain: 

    Setup.com /PrepareLegacyExchangePermissions
    Setup.com /PrepareSchema
    Setup.com /PrepareAD
    Setup.com /PrepareDomain
  6. Run the installer to install the appropriate roles
  7. Reboot the server to apply all new settings
  8. Open the MGMT console and install the key: 

    set-exchangeserver -Identity 'SERVER' -ProductKey 'XXXXX-XXXXX-XXXXX-XXXXX-XXXXX'
  9. Change firewall settings
  10. Update DNS Records so old server points to legacy.company.com and new server points to mail.company.com
  11. Change Pointers for Exchange Web Services on CAS Server Role:

    Set-OWAVirtualDirectory "SERVER\owa (Default Web Site)" -ExternalURL https://mail.company.com/OWA -Exchange2003URL https://legacy.company.com/exchange
    Set-ClientAccessServer -Identity "server" -AutodiscoverServiceInternalURI https://mail.company.com/autodiscover/autodiscover.xml
    Set-WebServicesVirtualDirectory -identity "SERVER\EWS (Default Web Site)" -ExternalUrl https://mail.company.com/EWS/Exchange.asmx -InternalNLBBypassUrl https://mail.company.com/EWS/Exchange.asmx -BasicAuthentication:$True
    Set-OutlookProvider -Identity EXPR -CertPrincipalName msstd:*.company.com

 

Mailbox Role

Install Mailbox Role on second Server

Legacy Server

You also need to ensure the following are set

  • On your Exchange 2003 front end, make sure you enable integrated authentication for the activesync directory as well as Basic. 
  • Also DISABLE the require SSL on the activesync vdir. 
  • You also need to DISABLE require SSL on the exchange virtual directory on your 2003 FE. I set this directly from IIS and not ESM and didnt run into DS2MB re-writing.

 

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