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UpgradingfromExchange55toExchange
UpgradingfromMicrosoft®ExchangeServer 5.5toMicrosoftExchange 2000Server:
ASix-StepCaseScenario
Published:
August2000
Updated:
August2005
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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