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Applying Service Packs and Rollups with minimal outage ?

In which order should I apply Windows Update, Exchange SP3 then SP3 Roll Up updates during the maintenance window to ensure that the server can be brought up with no problem or data loss ?

I have 2x HT/CAS servers that is load balanced using WNLB and 2x Standalone mailbox server (no DAG)

Thanks,
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Senior IT System Engineer
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Senior IT System Engineer
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5 Solutions
 
Asif BacchusCommented:
I would suggest applying the full service pack first, then the most recent roll-up.  However, a word of caution here, make sure you have backups before applying a service pack.  SPs update a LOT of file and there is always the chance that something may go wrong.  Being able to jump back to a backup will be much easier than trying to manually roll-back if something goes wrong.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
OK, what sort of file backup do I need to take before applying the SP and the RU ?

Obviously not using the VM snapshot.
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tshearonCommented:
First make sure you run the AD schema update. Setup will do it if you don't but I find it easier to deal with if I run it separately a few hours at least before the actual upgrade. Then you will apply the SP3 to you CAS/hubs first, then your mailboxes. Same order for your RU's. Once that is done run your windows updates.

Here is a link that might help with order:

http://exchangeserverpro.com/installing-exchange-server-2010-service-pack-3/
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Senior IT System EngineerIT ProfessionalAuthor Commented:
Ok I need to run that command to update the schema during SP3 and RU7 in my Domain controller Schema Master role ?
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tshearonCommented:
Just use the exchange sp3 installation media on your dc that is Schema master before you begin the upgrades.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
Cool,
So in this case there is no backup plan for this upgrade ?
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tshearonCommented:
That is up to you. You should already keep backups anyway. Do you have an exchange backup solution?
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Asif BacchusCommented:
tshearon has you on the right track and with a much more detailed answer than I provided, follow those steps and you'll be good to go.  As for the backup, at the very least take a full windows backup using the builtin Windows Backup and include Exchange.  It will provide a basic backup with everything you need you need to roll-back.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
ok, do I need to do the following additional steps:

1. In every Exchange Server, Disable WinMgmt Service before executing the SP3 or RU7 binary.

2.  Go to the Domain Controller with Schema Master role and execute setup.exe /PrepareAD command
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tshearonCommented:
Just follow the steps I gave you in my first post. In the order I stated them. Schema update first, sp3 on CAS/hubs, sp3 on mailbox servers, ru on CAS/hubs and finally ru on mailbox server.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
OK, in regards to turn off the WinMgmt service is that recommended or not ?
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tshearonCommented:
I have never had to, however if it causes an issue the fine.
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Asif BacchusCommented:
You should not have to turn off WinMgmt.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
ah ok, because I'm bit worried that after reading too many problems related to the SP3 deployment which took so long or even failed miserably.

if you know any othe caveats and prerequisite that I need to do pleas eshare it here.
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Asif BacchusCommented:
I have not run into any problems applying the SP3 update and subsequent rollups with any of my systems, just follow the release notes, but perhaps tshearon has some input here?
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tshearonCommented:
No I think it is time for you to go ahead and run the updates as suggested.
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Senior IT System EngineerIT ProfessionalAuthor Commented:
Thanks !
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