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Exchange 2010 transition steps

Posted on 2010-08-29
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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
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Question by:PACSAdmin
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Expert Comment

by:craig_j_Lawrence
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
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Author Comment

by:PACSAdmin
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
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Accepted Solution

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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.

cheers

Craig
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Author Comment

by:PACSAdmin
ID: 33556065
That last link is gold.

Has exactly what i need without doing the coexistance thing.

cheers
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Author Closing Comment

by:PACSAdmin
ID: 33556072
Thanks
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