migrating from microsoft exchange server and other mail systems appendix b
TRANSCRIPT
MIGRATING FROM MICROSOFT EXCHANGE SERVER AND OTHER MAIL SYSTEMS
Appendix B
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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
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UPGRADING AND MIGRATING AN EXCHANGE SERVER 5.5 ORGANIZATION
Separate servers in the same organization
On same server In different organizations
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DIFFERENT SERVERS IN THE SAME ORGANIZATION: PREREQUISITES
Active Directory in place Exchange 5.5 connected to Active
Directory User accounts migrated to Active
Directory
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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)
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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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
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SPECIFYING SOURCE AND TARGET DOMAINS
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LISTING USER ACCOUNTS
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RUNNING THE EXCHANGE SERVER MIGRATION WIZARD
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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
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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
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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
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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
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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
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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
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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
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CONFIGURING COEXISTENCE WITH OTHER MESSAGING SYSTEMS
Lotus Notes Novell GroupWise X.400-compliant messaging systems
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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
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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
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CONNECTOR FOR LOTUS NOTES PROPERTIES
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MICROSOFT CALENDAR CONNECTOR
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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
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CONFIGURING COEXISTENCE WITH X.400-COMPLIANT MESSAGING SYSTEMS
Example SMTP address: [email protected]
Corresponding X.400 formatted address: c=USA;a=; p=LITWAREINC; o=LITWAREINC;
s=Alexander; g=Sean
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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
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X.400 TRANSPORTS
TCP/IP X.400 Service Transport Stack X.25 X.400 Service Transport Stack RAS
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CONFIGURING A TRANSPORT STACK
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CONFIGURING THE X.400 CONNECTOR TO USE THE TRANSPORT STACK
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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
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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)
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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
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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
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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
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SUMMARY (CONT.)
Directly upgrade Exchange 2000 Server to Exchange Server 2003
Configure interoperability with non-Exchange messaging systems
Migrate from non-Exchange messaging systems