TechRant
Exchange 2003 to Exchange 2010 Upgrade Checklist – Section 3
Dec 30, 2013

Exchange 2003 to Exchange 2010 Step by Step Deployment Guidance

Section 3

Step 9: Install the Mailbox server role

The Mailbox server role hosts mailbox and public folder databases, and it generates the offline address book (OAB). Mailbox servers also provide services that enforce e-mail address policies and managed folders.

Learn more at: Overview of the Mailbox Server Role

You can install the Mailbox server role on dedicated hardware, or you can install it on a server that is already running Exchange 2010.

How do I install the Mailbox server role on dedicated hardware?


The Exchange Server 2010 Setup wizard helps you install the Mailbox role.

  1. Insert the Exchange 2010 DVD into the DVD drive. When the AutoPlay dialog appears, click Run Setup.exe under Install or run program. If the AutoPlay dialog doesn’t appear, navigate to the root of the DVD and double-click Setup.exe. Alternatively, browse to the location of your Exchange 2010 installation files and double-click      Setup.exe.
  2. The Exchange Server 2010 Setup welcome screen appears.  In the Install section, the software listed for Step 1: Install .NET Framework 3.5 SP1 and Step 2: Install Windows PowerShell v2  was installed with the Exchange 2010 prerequisites. If these prerequisites  aren’t already installed, click the appropriate step to install them.
  3. When Step 1, Step 2, and Step 3 are listed as Installed, click Step 4: Install Microsoft Exchange.
  4. On the Introduction page, click Next.
  5. On the License Agreement page, review the software license terms. If you agree to the terms, select I accept the terms in the license agreement, and click Next.
  6. On the Error Reporting page, select Yes or No to enable the Exchange Error Reporting feature, and click Next.
  7. On the Installation Type page, select Custom  Exchange Server Installation. For Exchange 2010 SP2, you can select to automatically install all required Windows roles and features for this server. To optionally change the installation path for Exchange 2010, click Browse, locate the appropriate folder in the folder tree, and      then click OK. Click Next.
  8. On the Server Role Selection page, select the Mailbox Role, and click Next. The Management Tools option, which installs the Exchange Management Console and the Exchange Management Shell, will also be selected and installed.
                                                                      Important:
If you’re installing the Mailbox server role, the Task Scheduler must be enabled and running. In addition, if the Mailbox server will be a member of a DAG and host replicated databases, it’s required that the script is scheduled and run automatically.

Mailbox Server Role Exchange 2010 Install

 

  1. On the Client Settings page, select Yes if your organization has client computers running either Microsoft Outlook 2003 or Microsoft Entourage 2004 or earlier. Select No if you don’t.
  2. On the Readiness Checks page, review the Summary to determine if the system and server are ready for the Mailbox role to be installed. If all prerequisite checks completed successfully, click Install.  If any of the prerequisite checks failed, you must resolve the displayed error before you can proceed with installing the Mailbox role. In many cases, you don’t need to exit Setup while you’re fixing issues. After you resolve an error, click Retry to run the prerequisite check again.  Also, be sure to review any warnings that are reported.
  3. The Progress page displays the progress and elapsed time for each phase of the installation. As each phase ends, it’s marked completed and the next phase proceeds. If any errors are encountered, the phase will end as incomplete and unsuccessful. If that happens, you must exit Setup, resolve any errors, and then restart Setup.
  4. When all phases have finished, the Completion page displays. Review the results, and verify that each phase completed successfully. Clear the check box for Finalize this installation using the Exchange Management Console, and then click Finish to exit Setup.
  5. When you are returned to the Setup welcome screen, click Close. On the Confirm Exit prompt, click Yes.
  6. Restart the computer to complete the installation of the Mailbox role.

 

How do I add the Mailbox server role to an existing Exchange 2010 server?


You can also use the Exchange Server 2010 Setup wizard to add the Mailbox role to an existing Exchange 2010 server.

  1. In Control Panel, start Programs and Features.
  2. Select Microsoft Exchange Server 2010 from the list of installed programs, and then click Change.
  3. The Exchange Server 2010 Setup wizard starts in Exchange Maintenance Mode. Click Next.
  4. On the Server Role Selection page, select the check box for Mailbox Role and then click Next.
  5. On the Readiness Checks page, review the Summary to determine if the system and server are ready for the Mailbox role to be installed. If all prerequisite checks completed successfully, click Install.  If any of the prerequisite checks failed, you must resolve the displayed error before you can proceed with installing the Mailbox role. In many cases, you don’t need to exit Setup while you’re fixing issues. After you resolve an error, click Retry to run the prerequisite check again.  Also, be sure to review any warnings that are reported.
  6. The Progress page will display the progress and elapsed time for each phase of the installation. As each phase ends, it will be marked completed and the next phase will proceed. If any errors are encountered, the phase will end as incomplete and unsuccessful. In this event, you must exit Setup, resolve any errors, and then restart Setup in Maintenance Mode.
  7. When all phases have finished, the Completion page will be displayed. Review the results and verify that each phase completed successfully. Click Finish to exit Setup.
  8. Restart the computer to complete the installation of the Mailbox role.

 

Step 10: Move OAB generation to Exchange 2010

Offline address book (OAB) generation is the process by which Exchange creates and updates the OAB. To do that, an internal process called OABGen runs on a Mailbox server that has been designated as the OAB generation server. When OAB generation occurs, Exchange generates new OAB files, compresses the files, and then shares the files to client computers.

Outlook 2003 and earlier clients require OAB distribution to occur using public folders. In Exchange 2010, OABs can be distributed using public folders to support Outlook 2003 clients. OABs can also be distributed using Web services to support Outlook 2007 and Outlook 2010.

You can generate the OAB from an Exchange 2003 server provided that public folder distribution is enabled in Exchange 2010. However, be aware that if you generate the OAB from an Exchange 2003 server, you will lose the following functionality:

  • Japanese phonetic display name, phonetic surname,  phonetic given name, phonetic company name, and phonetic department name
  • PR_DISPLAY_TYPE_EX, which is used by Outlook 2007 and later to render the correct icon for objects that are replicated across the forest.

To ensure full functionality with Exchange 2010 features, I recommend that you move the OAB generation to an Exchange 2010 mailbox server. Moving the OAB generation from an earlier version of Exchange to Exchange 2010 results in a full OAB download for all clients.

Learn more at: Understanding Offline Address Books

How do I do this?


You can use the Move Offline Address Book wizard in the Exchange Management Console (EMC) to perform this procedure.

  1. In the Console tree, navigate to Organization Configuration > Mailbox.
  2. In the Result pane, click the Offline Address Book tab, and then select the OAB for which you want to move the generation to a new server.
  3. In the Actions pane, click Move.
  4. On the Move Offline Address Book page, click Browse to select the server to which you want to move the OAB generation process, and then click OK.
  5. Click Move to move the OAB generation process to the selected server.
  6. On the Completion page, verify that the operation completed successfully. Click Finish to close the Move Offline Address Book wizard.

In the Actions pane, click Properties. On the Distribution tab, select the Enable Web-based distribution and the Enable public folder distribution check boxes and then click OK.

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