I spend a lot of time helping answer questions for people, and one that has been asked recently seemed to be a good one to spend a few minutes on with you.
“What would the proper sequence be to be able to take an existing Exchange 2003 installation and transform it into an Exchange 2010 solution?”
To that end, the checklist below will help you walk through the key steps, and will provide support for each step with the appropriate pointers to on-line help if needed.
I have also created a detailed step by step how to deployment guide that will walk you through each of the steps required to take your Exchange 2003 environment and transform it into a functional Exchange 2010 solution. You can either take a look at the additional posts on how to do this by section, as listed below, or you can download the full guide as a Microsoft Word document Exchange 2003 to Exchange 2010 Step by Step Deployment Guidance.
Section 1: Pre-requisite checks and installing the CAS Role ( Steps 1 – 5 )
Section 2: Installing and configuring the Hub Transport Role ( Steps 6 – 8 )
Section 3: Installing and configuring the Mailbox Server Role ( Steps 9 – 10 )
Section 4: Installing and configuring the Edge Transport Role ( Steps 11 – 13 )
Section 5: Moving Exchange 2003 mailboxes to Exchange 2010 ( Step 14 )
Checklist: Upgrading from Exchange 2003
Use this checklist to upgrade from Microsoft Exchange Server 2003 to Exchange Server 2010. Before you start working with this checklist, make sure you’re familiar with the concepts discussed in:
- Planning for Exchange 2010
- Deployment Security Checklist
- Exchange 2003 – Planning Roadmap for Upgrade and Coexistence
Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a new Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.
For more information, see Exchange Server Deployment Assistant.
|1. Verify system requirements||Exchange 2010 System Requirements|
|2. Confirm prerequisite steps are done||Exchange 2010 Prerequisites|
|3. Configure disjoint namespace
|Configure the DNS Suffix Search List for a Disjoint Namespace|
|4. Install the Client Access server role||Install Exchange 2010 in an Existing Exchange 2003 Organization|
|5. Add digital certificates on the Client Access server||Create a New Exchange Certificate|
|6. Enable Outlook Anywhere
|Enable Outlook Anywhere|
|7. Configure OAB and Web Services virtual directories
|Create an Offline Address Book Virtual DirectoryConfigure ECP Virtual Directory PropertiesView or Configure Outlook Web App Virtual DirectoriesView or Configure Exchange ActiveSync Virtual Directory Properties|
|8. Install the Hub Transport server role||Install Exchange Server 2010|
|9. Configure a legacy host name||Upgrade from Exchange 2003 Client Access|
|10. Configure Exchange ActiveSync authentication||Configure Authentication for Exchange ActiveSync|
|11. Install the Unified Messaging server role
|Install Exchange Server 2010|
|12. Configure Unified Messaging
|Install Exchange Server 2010Checklist: Deploy a New Exchange 2010 UM Environment|
|13. Install the Mailbox server role||Install Exchange Server 2010|
|14. Change the offline address book (OAB) generation server||Move the Offline Address Book Generation Process to Another Server|
|15. Install the Edge Transport server role
|Install Exchange Server 2010Upgrade from Exchange 2003 Transport|
|16. Move Internet mail flow from Exchange 2003 to Exchange 2010||Move Internet Mail Flow from Exchange 2003 to Exchange 2010|
|17. Move mailboxes from Exchange 2003 to Exchange 2010||Create a Local Move Request|
|18. Move public folder data from Exchange 2003 to Exchange 2010||Move Public Folder Content from One Public Folder Database to Another Public Folder Database|
|19. Post-installation tasks||Exchange 2010 Post-Installation Tasks|
- Rockin’ the CASB – What you need to know about Cloud Access Security Brokers …
- Cloud Tweaks Blog … What Do You Know About Cloud Security?
- Security Awareness @ ISC2 Security Congress 2015
- Secure the Power of the Cloud … (and get certified while doing it)
- Announcing Exchange Server 2016 Preview!
- VMware Scripting Overview – A quick look under the hood
- Checklist: Use AD FS to implement and manage single sign-on with Server 2012/R2
- Checklist: Setting up a Federation Server (ADFS) for use with Office 365 on Windows Server 2008/R2
- The (ISC)² CISSP Domain Refresh … Are you prepared?
- vSphere 6.0 is on the way !!! …. Are you ready???