Well I am faced with a very interesting situation… I am the only sys admin for a small company. The person who was here before me decided it best to install Exchange 2003 on the Primary Domain Controller (Server 2003). At this point, I am being asked to upgrade our Exchange server to 2010. I understand that Exchange can not be upgraded, but rather migrated to a new box. We are planning on purchasing a new server for this purpose.
It was brought to my attention recently that this could cause some serious problems and that I might just be better of starting a whole new domain with exchange 2010 then doing an AD migration…
I wanted to know if anyone else has been faced with a similar situation or if you have some advice on what to be aware of. To add some fuel to the fire, this will be the first Exchange insstall/migration for me so I'm somewhat of a newbie. Though I have a lot of Exchange administration experience.
Any help would be GREATLY appreciated!!
Brian
Best Answer
The "swing migration" is typically done when upgrading one version of Windows Small Business Server (SBS) to another. You didn't mention SBS, and that migration method really isn't applicable in your situation.
You don't need a new domain to do what you're looking for. Hopefully you haven't gotten too far along with it and can start over, because you never want a multi-domain (or worse, multi-forest) Active Directory implementation if you can help it.
The migration from a single-server Exchange 2003 installation to Exchange 2010 is incredibly painless.
Join the server that will be hosting Exchange 2010 to your existing Active Directory domain as a member server. It's not recommended that Exchange be installed on a domain controller. I'll tell you that I've done it w/ Exchange 2007 before and it works fine, but it's not recommended and I've never tried it with Exchange 2010. If you want to make the E2K10 machine a domain controller, though, promote it now. (You really should have a dedicated machine to be a domain controller, and having at least two domain controllers is very helpful. You could continue to use the old server as a DC.)
Verify that your existing Exchange 2003 server has Service Pack 2 for Exchange 2003 installed. If it isn't, install it.
Install Exchange 2010 onto the new server. (Obviously, if you need to move your mailbox database or transaction logs to specific disks do that now before you start moving mailboxes over to the new machine.)
Read up on using mailbox move requests to move mailboxes from the Exchange 2003 Server to the new Exchange 2010 server. It's a very painless process, and there's no configuration changes that will need to be made on the user end.
After all the mailboxes are moved and the users have accessed their mailboxes at least once via Outlook you can begin the process of http://support.microsoft.com/kb/152959">retiring the Exchange 2003 server.
Internet email will continue to flow in and out of the organization via Exchange 2003. You'll want to transition your Internet email flow to the Exchange 2010 installation, though. That will involve creating a "Send Connector" on the Exchange 2010 side, an anonymous SMTP receive connector, and changing firewall rules to divert the mail flow.
You'll also want to be sure that you've got OWA on Exchange 2010 available if your users were using it. That will probably involve firewall rule changes.
Is your backup management software ready to support Exchange 2010? If not, think about that.
You may want to read up on Exchange Autodiscovery. It can have ramifications for your SSL certificate and DNS infrastructure, assuming you don't want to get little annoying warnings from Outlook. Have a look at these for some good background (the second refers to Exchange 2007, but it hasn't change dramatically in Exchange 2010).
Understanding the Autodiscover Service
White Paper: Exchange 2007 Autodiscover Service
You'll definitely want to review Microsoft's documentation on upgrading and coexisting. I'm leaving a lot of little details out, but it's really a pretty painless process.