Upgrading to Server 2008 and Exchange 2010

Posted on 2009-12-20
Last Modified: 2012-05-08
I have a Windows Server 2003 Standard x64 running Exchange Server 2007. I am considering upgrading to Server 2008 and Exchange 2010. From what I've read, you cannot do a simple upgrade on either count. Is there a place where it lists a step-by-step  method to back up my current setup, install the new OS and Exchange and then restore my data?
Question by:stevenstrick
    LVL 7

    Accepted Solution

    It is called a transition from Exchange 2007 to Exchange 2010.

    There are LOTS of tricky parts to this:
    1. Do not make your Exchange server a domain controller.  Yes it is supported, but never recommended.
    2. Read this first about how to transition your client access role.
    3. Make sure all your 3rd party software works with Exchange 2010 (AV, backup, etc.)  As of right now, Windows Backup is the only released product to backup Exchange 2010.

    As for a step-by-step, well, that is what consultants charge you for. :)  You will get close actually just by following the directions and the Setup Wizard in 2010.  Do a test install first and you will see what I mean.

    Good luck!
    LVL 65

    Assisted Solution

    You can't back and restore the data because backups cannot be restored across versions.
    You have two options.

    1. Swing to a temporary machine.
    2. Strip all traces of Exchange from the domain after extracting the data to PST files. Then importing the data again. This loses all settings etc.
    You have to strip Exchagne from the domain because Exchange will expect the old server to be there.

    The seocnd option is destructue, you are putting your data at risk. Once the Exchange server has has been removed there is no going back.

    A second machine will need to be used to maintain data and permissions and to reduce the downtime.


    Author Closing Comment

    Thanks for the info from both. Very helpful. I now know how to accomplish this daunting task the right way.

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