Table of Contents

Upgrade Process

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 -BasicAuthentication:$True Set-WebServicesVirtualDirectory -identity "SERVER\EWS (Default Web Site)" -ExternalUrl https://mail.company.com/EWS/Exchange.asmx -InternalNLBBypassUrl https://mail.company.com/EWS/Exchange.asmx -BasicAuthentication:$True Set-OutlookProvider -Identity EXPR -CertPrincipalName msstd:*.company.com

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