UpgradingfromExchange55toExchange.docx

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UpgradingfromExchange55toExchange

UpgradingfromMicrosoft®ExchangeServer 5.5toMicrosoftExchange 2000Server:

ASix-StepCaseScenario

Published:

August2000

Updated:

August2005

TheinformationcontainedinthisdocumentrepresentsthecurrentviewofMicrosoftCorporationontheissuesdiscussedasofthedateofpublication.BecauseMicrosoftmustrespondtochangingmarketconditions,itshouldnotbeinterpretedtobeacommitmentonthepartofMicrosoft,andMicrosoftcannotguaranteetheaccuracyofanyinformationpresentedafterthedateofpublication.

ThisWhitePaperisforinformationalpurposesonly.MICROSOFTMAKESNOWARRANTIES,EXPRESSORIMPLIED,ASTOTHEINFORMATIONINTHISDOCUMENT.

Complyingwithallapplicablecopyrightlawsistheresponsibilityoftheuser.Withoutlimitingtherightsundercopyright,nopartofthisdocumentmaybereproduced,storedinorintroducedintoaretrievalsystem,ortransmittedinanyformorbyanymeans(electronic,mechanical,photocopying,recording,orotherwise),orforanypurpose,withouttheexpresswrittenpermissionofMicrosoftCorporation.

Microsoftmayhavepatents,patentapplications,trademarks,copyrights,orotherintellectualpropertyrightscoveringsubjectmatterinthisdocument.ExceptasexpresslyprovidedinanywrittenlicenseagreementfromMicrosoft,thefurnishingofthisdocumentdoesnotgiveyouanylicensetothesepatents,trademarks,copyrights,orotherintellectualproperty.

Unlessotherwisenoted,theexamplecompanies,organizations,products,domainnames,e-mailaddresses,logos,people,placesandeventsdepictedhereinarefictitious,andnoassociationwithanyrealcompany,organization,product,domainname,emailaddress,logo,person,placeoreventisintendedorshouldbeinferred.

©2000MicrosoftCorporation.Allrightsreserved

Microsoft,ActiveDirectory,Outlook,WindowsNT,andWindowsareeitherregisteredtrademarksortrademarksofMicrosoftCorporationintheUnitedStatesand/orothercountries.

Thenamesofactualcompaniesandproductsmentionedhereinmaybethetrademarksoftheirrespectiveowners.

TableofContents

UpgradingfromMicrosoftExchangeServer 5.5toMicrosoftExchange 2000Server:

ASix-StepCaseScenario1

Important1

Introduction1

QuestionsandAnswers2

WhatActiveDirectoryMeanstoExchange2

FromMailboxestoAccounts3

ActiveDirectoryfromanExchangePerspective4

TheCaseScenario4

Step 1:

CreateaDetailedDeploymentPlan4

DeploymentScenarios4

WhereAreYouNow?

AFirstGlanceatCohoVineyard5

WhereDoYouWanttoBe?

6

Windows 2000Deployment6

Exchange 2000Deployment7

BeforeMovingOn9

Step 2:

BeginSuccessfulDeploymentofWindows 20009

ForestDesign9

DomainDesignforCohoVineyard10

ExtendingtheSchema10

NewAttributes11

DomainControllersandGlobalCatalogServers12

Domainvs.SiteDesign12

UserManagementandResourceDomains12

ChangesinClientAccess:

AddressBookLookups13

GlobalAddressList13

AddressBookViewsvs.AddressLists14

OfflineAddressLists15

ChangesinGroupDesign15

BeforeMovingOn16

Step 3:

PreparetheDirectories17

PreparetheExchange 5.5Directory17

CleaningUptheDirectory18

RunMoveServerWizard19

PrepareActiveDirectory20

EvaluateYourAutomationTools20

PopulateActiveDirectorywithExchange 5.5DirectoryInformation20

PreparingtheForestandDomainsbyRunningForestPrepandDomainPrep27

BeforeMovingOn29

Step 4:

InstallYourfirstExchange 2000Server30

WhenYouInstall30

TheInterfaceBetweenActiveDirectoryandExchange 5.532

RunExchange 2000DelegationWizard33

CreateaBridgeheadServer33

NowYouAreCo-existing34

BeforeMovingOn35

Step 5:

UpgradetheInformationStoresandOtherExchangeComponents35

Recap36

What’sNext36

ANoteonUpgradingExchangeComponents37

UpgradetheMailboxStore37

MoveMailboxes37

In-PlaceUpgrade:

DeferredUpgradeProcess37

UpgradethePublicFolderStore38

GroupsandPublicFolders38

UpgradingPublicFolders39

1.RemoveObsoleteUsersfromACLs39

2.ReplicatePublicFolderDirectoryInformation39

3.ReplicatethePublicFolderHierarchy40

4.ReplicateorUpgradetheMessagesintotheExchange 2000PublicFolderStore40

UpgradingConnectors40

ReconfiguringtheConnectors41

RoutingGroup,SMTP,andX.400Connectors41

DirectoryReplicationConnectors42

ForeignConnectors42

ForeignConnectorsinaMixed-ModeEnvironment43

CreatingaNewAdministrativeGroup43

Exchange 2000MigrationWizard44

CohoVineyard:

UpgradeFinalWindows NT 4.0Domains44

CleaningUpActiveDirectory45

WhentoUseActiveDirectoryAccountCleanupWizard45

AQuickLookBack45

Step 6:

SwitchtoNativeMode46

BeforeYouSwitchtoNativeMode46

UninstallingExchange 5.5Servers46

DeletingConnectionAgreements,DRCs,andSRSs47

SwitchingtoNativeMode47

ReorganizetheOrganization47

CreateAdministrativeGroupsWithin(orEncompassing)aRoutingGroup48

MoveMailboxesBetweenAdministrativeGroups48

RenameObjects48

Conclusion:

Exchange 2000UpgradeChecklist49

AdditionalResources49

UpgradingfromMicrosoftExchangeServer 5.5toMicrosoftExchange 2000Server:

ASix-StepCaseScenario

Published:

August2000

Updated:

November2004

Forthelatestinformation,pleasesee

Important

Beforeyoureadthisarticle,itisimportantthatyouunderstandtherecommendedpathforupgradingfromMicrosoft®ExchangeServer5.5toMicrosoftExchange2000Server:

1.DeployanExchange2000serverintoyourcurrentorganization

2.MigratemailboxesfromtheExchange5.5servertotheExchange2000serverwheneverpossible

Anin-placeupgradeofExchange5.5toExchange2000shouldbeperformedonlyinsituationswherethereisnoalternative,suchasasmallbusinessthatdoesnothavethehardwareavailabletoinstallExchange2000separately.

Introduction

ThisarticleprovidesaMicrosoft®Exchange 2000ServerdeploymentcasescenarioforanimaginarycompanycalledCohoVineyard.ThisdocumentguidesyouthroughthefollowingsixstepsofanExchangedeployment:

∙Createadetaileddeploymentplan.

∙BeginasuccessfuldeploymentofMicrosoftWindows® 2000.

∙PrepareActiveDirectory®directoryserviceandExchangedirectories.

∙InstallyourfirstExchange 2000server.

∙UpgradetheinformationstoresandotherExchangecomponents.

∙SwitchtoExchangenativemode.

ThepurposeofthisarticleistoprovideyouwithaclearpictureofupgradingfromExchange 5.5toExchange 2000,whichyoucanuseasabasisforyourowndeployment.

ThediscussioninthisarticleprovidesabroadoverviewoftheprocessforupgradingaMicrosoftWindows NT® 4.0andExchange 5.5environmenttoaWindows 2000andExchange 2000environment.ThisarticleisintendedtohelpmanagersandITdeploymentteamsunderstandtheworkloadandotherkeyfactorsinvolvedintheupgradebeforethedeploymentprocessbegins.Thisdiscussionfocusesontheproceduralorderinwhichtocarryoutyourdeployment.ItprovidesusefultipsgleanedfromtheMicrosoftEarlyAdopterbeta-testingprogram.

Formoreinformation,see“UpgradingExchangeServer 5.5toExchange2000Server"intheExchange 2000DeploymentGuide(Thisguidewalksyouthroughtheentireupgradeprocess,focusingonimplementationdetailsforeachstep.YoucanalsoreadaboutotherdeploymentscenariosinMicrosoftExchange 2000ServerResourceKit.

QuestionsandAnswers

Thisdocumentattemptstoanswerthefollowingquestions:

∙HowcanIpreparemyWindows 2000organizationfortheinstallationofmyfirstExchange 2000server?

∙HowdoWindowsandExchangeinteroperate?

∙HowdoIupgradeanExchange 5.5organizationtoanExchange 2000organization?

∙WhatexactlyistherelationshipbetweenWindows 2000useraccountsandExchangemailboxes?

∙WhatsecuritysettingsareneededtodeployandadministrateExchange 2000Server?

∙HowcanImigratemyExchange 5.5directoryinformationtoWindows 2000?

∙WhataretherolesofWindows 2000domaincontrollersandglobalcatalogserversinanExchange 2000organization?

∙WhattypeofWindows 2000groupsshouldIuse?

∙HowdoIupgrademypublicfolderhierarchyandmyconnectors?

WhatActiveDirectoryMeanstoExchange

PerhapsthekeydifferencebetweenExchange 5.5andExchange 2000isthatExchange 2000reliesentirelyonWindows 2000ActiveDirectoryforalldirectoryandsecurityinformation.ThereisnoseparateExchangedirectory.ThisintegrationbetweenExchangeandWindowshasthefollowingeffects:

∙Itallowsfordramaticimprovementsinflexibleadministrationbroughtaboutwhennetworksecurityandmessagingsharethesamedirectory.

∙ItcreatesastrongerlinkanddependencebetweenExchangeandWindowsadministrators,whonowhavetoworktogethermorethaneverbefore.

∙Itprovidesanewusermodel,whichisexpandedtoincludeattributesformaildeliveryandstorage,aswellasanewWindows 2000groupmodel,whichsupportsbothExchange 5.5distributionlistsandMicrosoftWindows NT 4.0groups.

∙BecauseExchange 2000usesActiveDirectoryasitsonlydirectory,severalnewcomponentsexist,suchasActiveDirectoryConnector(ADC),SiteReplicationService(SRS),andRecipientUpdateService,allofwhicharediscussedlaterinthisarticle.

IfyoucandevelopaclearandthoroughunderstandingofActiveDirectory,youwillunderstandmostofthedifferencesbetweenExchange 5.5andExchange 2000,andyouwillhaveafoundationforunderstandinghowExchange 2000works.

FromMailboxestoAccounts

OnemajordifferencebetweenExchange 5.5andExchange 2000istherelationshipbetweenusermailboxesandWindowsaccounts,as

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