Scenario is simple. We have one server with Exchange 2007 installed on Windows Server 2003 Standard. We added new server to domain with Windows 2012 Standard R2 to be our new Exchange 2013 Server. The plan is to Install Exchange 2013 and migrate mailboxes from old server. New Server is installed and up to date.
1.1 Update Exchange 2007 Server to latest Rollup. Rollup list you can find HERE
1.2 On New Exchange 2013 Server Install:
▪ Unified Communications Managed API 4.0 Runtime
▪ Microsoft Office 2010 Filter Packs
▪ Service Pack 1 for Microsoft Office Filter Pack 2010 (KB2460041) 64-bit Edition
▪ Install required Windows Features and Roles
You can also download my simple PowerShell script that will install all required Roles and Features. Available HERE It is just a simple example of PS>Install-WindowsFeature. You can read more about it on Technet.
2.1 Now let’s prepare Active Directory. Just remember to check Organization Name. You can do that by running on Exchanage 2007 Server Management Shell following command.
Get-OrganizationConfig |select Name
2.2 Go to Exchange 2013 server and open command prompt. Insert or mount Exchange 2013 media and go to it.
Use this command to prepare AD just remember to change Organization to appropriate.
.\setup /PrepareAD /OrganizationName: consto /IAcceptExchangeServerLicenseTerms
3.Install Exchange 2013
3.1 Now it is time to install Exchange 2013. Run setup form Exchange media and fallow the wizard. I think good practices to store Exchange Installation and Mailboxes on 2nd Partition and Logs on 3rd. Just for clear view.
▪ Accept the License
▪ Don’t use recommended settings
▪ Select Server Roles
▪ Specific Install Directory
▪ Disable malware scanning – No
▪ And if no Warring’s or Errors will display install Server. (If you get warring’s or errors refer to links in prerequisite check)
▪ You can now update the Exchange 2013 Server but just in case don’t go further than Exchange Server 2013 Service Pack 1 (SP1 aka CU4). This is quite important and often missed in other guides. CU5 change ipv6 and may generate communication problems with old server a specially if You are using Windows 2003 or implementation takes place in small environments where DC is same Server as Exchange. Cumulative Updates for Exchange 2013 list can be found HERE.
4.Configure Exchange 2013
4.1 Create Exchange 2013 Admin Account. If your current Exchange account have Mailbox on Exchange 2007 You will not be able to connect to ECP using this credentials. That is why create new Exchange Admin Account f.e. ExAdm that will be member of Exchange Admins and Exchange Organization Administrators.
4.2 Prepare Database Path and Log location – ref. to my previous post
4.3 Setup Virtual Directories External URL – go to ECP -> Servers -> Virtual Directories and setup external URL for each Virtual Directory
4.4 Configure Outlook-Anywhere – go to ECP -> Servers ->Servers -> [Exchange2013ServerName] -> Outlook Anywhere
4.5 Configure Send and Receive Connectors (if there is no major change in your environment you can leave it as it is)
4.6 Configure Certificates (If You are using other CA (local or public) replace self-singed certificate with the appropriate one and assign it to Services)
▪ New-ExchangeCertificate – generate request
▪ If You are using local CA generate certificate using request and Web Server template
▪ Import-ExchangeCertificate – import new certificate
▪ Enable-ExchangeCertificate – assign services
4.6 At this point we should have environment with 2 Exchange Servers within same Organization. This should be a time to start thinking about migration. First lest migrate Administrator Account to Exchange 2013 (if you Admin already have mailbox on Exchange 2007 else use other account to test environment) I’m choosing Admin account because I don’t want to test it on new clean mailbox and admin account is one mailbox that usually contains just spam and some reports (nothing major – at least in my case)
4.7 Create Migration Batch. Got to ECP -> Recipients -> Migration.
▪ Add user to Migration
▪ Name migration Batch
▪ Specific destination mailbox database
▪ Specific who will receive migration report
▪ Run Migration Batch
And wait till it is finish. By default there is zero tolerance for bad items but if your mailbox is corrupted browse corrupted items and either save it via outlook or accept it lose and run migration batch with appropriate bad items limit.
4.8 Login first to OWA first and see if everything is ok. Then start Outlook and if ask reopen it again.
4.9 If everything is ok Congratulation you can now create new batch with more users.
5.END of Part 1
Things that are still on schedule is Public Folder migration (and this can be tricky since in Exchange 2013 Public folder is way different and evolved into Public Folder Mailboxes) and removing Exchange 2007 from old server. I will cover this in Part 2.
If You encounter any problems please let me know I will try to help if I can.