Exchange 2010 transition steps

Posted on 2010-08-29
Medium Priority
Last Modified: 2012-06-27
I am about to transition a 2003 exchange organisation to  Exchange 2010 with a period of coexistence and would like to ensure I have the steps right. Here is a high level step by step overview I have planned (assume I know how to perform each step).

Have I missed a step or is there anything anyone would like to add.

Scenario overview

Small Company approx 100 mailboxes so am installing CAS Hub and Mailbox onto 1 server (no edge transport yet) Company uses company.local for internal and company.com for external

Steps (High Level)

1.      Provision 64bit VM (assume installed all pre reqs and updates) and add to AD
2.      Prepare AD for exchange 2010 with coexistence (legacypermissions)
3.      Install Exchange 2010 (3 roles as above)
4.      Replicate Public Folders to Exchange 2010 Box
5.      Obtain SAN Certificate with following
a.      Legacy.company.com
b.      Autodiscover.company.com
c.      Mail.company.com
d.      Servername.company.local
6.      Install certificate to exchange 2010 box
7.      Assign IIS Service to new certificate
8.      Export and import certificate to 2003 box
9.      Configure Web Services
a.      Offline Address Book Generation
b.      Configure OWA for use with Exchange 2003
c.      Configure/ check settings on Virtual Directories
d.      Configure Active Sync Authentication
10.       Move databases from default to new locations as per my storage plan
11.       Move mailboxes from 2003 to 2010
12.       Create Send connector and configure
13.       Delete SMTP Connector from Exchange 2003 (uses smarthost to add disclaimer)
14.       Create receive connector and configure
15.       Perform address list conversion for recipient policies

I think I have covered everything
Question by:PACSAdmin
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 2

Expert Comment

ID: 33555817
Hi PACSAdmin,

Here is the definitive process from the horses mouth (the Exchange product team blog): http://msexchangeteam.com/archive/2009/11/20/453272.aspx

Author Comment

ID: 33555926
Like most of the articles i have read it only covers part of the picture. I just want someone to confirm if there is any blatently obvious ommisions in my high level steps above.

Thanks for the input anyway

Accepted Solution

craig_j_Lawrence earned 2000 total points
ID: 33555963
I have had another read of your list, other explicity calling out configuring autodiscover (assume you would cover that off in the 'configure web services' step). all looks good

For a real world how to, take a look at the following article: http://msexchangegeek.com/2010/01/30/rapid-transition-guide-from-exchange-2003-to-exchange-2010/, it even includes check lists.

One of the only difficulties I found was having to disable Forms based authentication on the Exchange 2003 server, and remembering to change the certificate over as well.



Author Comment

ID: 33556065
That last link is gold.

Has exactly what i need without doing the coexistance thing.


Author Closing Comment

ID: 33556072

Featured Post

Office 365 Training for IT Pros

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Microsoft Office 365 is a subscriptions based service which includes services like Exchange Online and Skype for business Online. These services integrate with Microsoft's online version of Active Directory called Azure Active Directory.
I don't pretend to be an expert at this, but I have found a few things that are useful. I hope that sharing them here will help others, so they will not have to face some rather hard choices. Since I felt this to be a topic of enough importance and…
The video tutorial explains the basics of the Exchange server Database Availability groups. The components of this video include: 1. Automatic Failover 2. Failover Clustering 3. Active Manager
how to add IIS SMTP to handle application/Scanner relays into office 365.
Suggested Courses

718 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question