Microsoft Exchange Server 2010 Upgrade Guide

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Exchange 2010 has been in the market for well over two years now and lots of blogs have been written for both design and deployment but still when I visit many customers, they ask me guidance on how to upgrade to Exchange 2010 from an older version of Exchange. I thought to share a sort of high level deployment/upgrade steps that you need to take to upgrade from Exchange 2007 to Exchange 2010. We are assuming here that customer has only one Internet facing site, later I will add additional steps when you have multiple Internet and non-Internet facing sites.

  • All Exchange 2010 servers should be joined to domain and updated.
  • First to deploy the E2010 CAS and HUB server in Internet facing site. Most customers are deploying combination of Hub transport and CAS roles.
    • To install the CAS and Hub transport prerequisites, run PowerShell as administrator
      • Import-Module ServerManager
      • Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,Web-Asp-Net,Web-Client-Auth,Web-Dir-Browsing,Web-Http-Errors,Web-Http-Logging,Web-Http-Redirect,Web-Http-Tracing,Web-ISAPI-Filter,Web-Request-Monitor,Web-Static-Content,Web-WMI,RPC-Over-HTTP-Proxy –Restart
      • Set-Service NetTcpPortSharing -StartupType Automatic
  • Run Setup /PrepareSchema
  • Run Setup /preparead
  • Install Exchange 2010 CAS and Hub + SP2 in Internet facing site
  • Create CAS Array as below
    • new-clientaccessarray-FQDN outlook.Contoso.com -Site "Internet facing site" -Name "outlook.Contoso.com"
    • Add the record in DNS for outlook.Contoso.com in internal DNS
  • Test Outlook web access URL from internal computers
  • Necessary firewall and Reverse publishing configuration to be done to support the below URLs
  • Deploy the E2010 Mailbox server in Internet facing site
    • To install the prerequisites for mailbox role, run PowerShell as administrator
      • Import-Module ServerManager
      • Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server –Restart

  • Install Exchange 2010 Mailbox server + SP2

  • Create a new DAG and assign an IP address to DAG

  • Add all mailbox servers to Internet facing site DAG

  • Add required mailbox databases and copies in the DAG.

  • Test mailbox creation in Exchange 2010

  • Test mail flow.

  • Migrate test mailboxes from E2K7 to E2010

  • Transition the CAS URL so that mail.Contoso.com will point to Exchange 2010 and webmail.Contoso.com will point to Exchange 2007 CAS servers as per steps defined in https://blogs.technet.com/b/exchange/archive/2009/11/20/3408856.aspx

  • Migrate the Pilot mailboxes from E2K7 to E2010

  • Test mailbox creation in Exchange 2010

  • Enable Outlook Anywhere on all CAS servers and remove the OA endpoint from old Exchange servers

  • Move OAB to Exchange 2010 server in Internet facing site

  • Migrate any remaining mailboxes to Exchange 2010 servers

  • Migrate any connectors and public folders to Exchange 2010 servers

  • Decommission old Exchange 2007 servers

Read my favorites blogs:

Designing a backup less Exchange 2010 Architecture

Step by step guide for upgrading Active Directory from Microsoft Windows 2003 to Microsoft Windows Server 2008

Microsoft Exchange 2010 CAS Array – Steps and Recommendations

Appear Offline in Microsoft Office Communicator Server 2007

Microsoft Exchange 2010 Test cases

Microsoft Exchange Server 2010 Disaster Recovery

Comments

  • Anonymous
    January 01, 2003
    Thanks blogreader. The steps in upgrading from Exchange 2003 are not much different.

  • Anonymous
    April 21, 2012
    very nice, can you write one as well for Exchange 2003 to Exchange 2010

  • Anonymous
    December 18, 2013
    We are pleased to announce the RTM availability of version 9.0 of the Microsoft Assessment and Planning

  • Anonymous
    December 18, 2013
    I’ve written a few blog posts now that get into the deep technical details of Managed Availability. I

  • Anonymous
    December 26, 2013
    Recently I was involved in a Private Cloud project and as part of the project, we were migrating some

  • Anonymous
    January 14, 2014
    Recently, we have seen some questions about what the Update-DatabaseSchema cmdlet in Exchange 2013 is

  • Anonymous
    January 30, 2014
    This has been a great new feature added in Windows Server 2012 R2. The possible scenario of the usage

  • Anonymous
    February 09, 2015
    Exchange team has written below blog on the remote connectivity analyzer tests for mail flow testing

  • Anonymous
    February 09, 2015
    Exchange team has released a blog about Office 365 best practices analyzer for Exchange 2013 as below

  • Anonymous
    February 09, 2015
    Exchange team has written a blog about new Exchange Server deployment assistance as below:
    We’ve

  • Anonymous
    February 09, 2015
    After a long wait, the calculator is there. The calculator recommends mailbox and CAS sizing as well

  • Anonymous
    February 13, 2015
    Exchange team blogged about post TMG world. R ead the blog at http://blogs.technet.com/b/exchange/archive

  • Anonymous
    February 13, 2015
    Exchange team blogged about OffCAT as below:
    On Friday, July 19, the OffCAT team released OffCAT version

  • Anonymous
    February 13, 2015
    Read the blog at http://blogs.technet.com/b/exchange/archive/2013/07/16/owa-for-iphone-and-owa-for-ipad

  • Anonymous
    February 13, 2015
    Exchange team has released Hosting and Multi-Tenancy Guidance for Exchange Server 2013 document. It is

  • Anonymous
    February 13, 2015
    The Exchange team has released the following update rollups to the Download Center. All three releases

  • Anonymous
    February 13, 2015
    Exchange team has released a fantastic blog about publishing Exchange 2013 with TMG server.
    Review