Welcome to the Exchange 2013 Webcast

Deployment & Coexistence

Exchange 2013 Deployment and Coexistence

Brian Day, Senior Program anager

!genda

"#ndamentals o$ Deployment %pgrade and Coexistence P#blic "older &ips and '(! igrations

"#ndamentals o$ Deployment

Exchange 2013 Prere)#isites

S#pported coexistence scenarios

Exchange Ser*er 2010 SP3 Exchange Ser*er 200+ SP3 ,%10

(Requires 2013 CU1)

S#pported ma-or clients

.#tloo/ 2013 .#tloo/ 2010 SP1 0ith 1o* 2012 P#blic %pdate 2or later3 applied .#tloo/ 200+ SP3 0ith 1o* 2012 P#blic %pdate 2or later3 applied
Note: ,PC o*er 4&&PS is the only method o$ connecti*ity $or Windo0s .#tloo/ clients

Ento#rage 2005 $or ac, Web Ser*ices Edition .#tloo/ $or ac 2011

Exchange 2013 Prere)#isites

!cti*e Directory
Windo0s Ser*er 2003 $orest $#nctional le*el or higher !t least one Windo0s 2003 SP2 or later 6C7DC in each site 0ith Exchange installed 1o s#pport $or ,.DC or ,.6C

S#pported 1amespaces
Contig#o#s Dis8contig#o#s 2also /no0n as 1on8Contig#o#s3 Dis-oint Single label domain De$initions9 http977technet:microso$t:com7en8#s7library7cc+3112;2*<WS:103:aspx

Exchange 2013 Prere)#isites

.perating System 2=>8bit3

Windo0s Ser*er 2005 ,2 SP1 Standard or Enterprise

Standard 8 $or Exchange 2013 Client !ccess ser*ers Enterprise 8 $or Exchange 2013 ailbox ser*ers in a D!6

Windo0s Ser*er 2012 Standard or Datacenter

.ther ??S and .S components :1E& "rame0or/ >:; Windo0s anagement "rame0or/ 3:0 %ni$ied Comm#nications anaged !P? 2%C !3 >:0

%pgrade and Coexistence

"#nctional @ayering
Exchange 2 ! Architecture Exchange 2 !" Architecture

+, +B
%ard*are +oad Balancer

+- +B
AuthN, Proxy, Re-direct

AuthN, Proxy, Re-direct

Client Access

Client Access %u$ &rans'ort, Protocols, API, (ni)ied #essaging Biz-logic

Protocols, Assistants, API, Biz-logic

Store, CI

#ail$ox

#ail$ox

Assistants, Store, CI

%pgrading to Exchange 2013

"rom an existing Exchange 2010 en*ironment
Client a#todisco*er:contoso:com s
mail:contoso:com

1: Prepare ?nstall Exchange 2010 SP3 across the .,6 Prepare !D 0ith Exchange 2013 C%1 schema

E2 ! %(B

E2 ! CAS
SP SP " "

"

E2013 CAS

Exchange 2 ! Ser/ers
SP "

Balidate existing Client !ccess #sing ,emote Connecti*ity !nalyCer and test 2: Deploy Exchange 2013 C%1 ser*ers connecti*ity cmdlets ?nstall both Exchange 2013 BD and C!S roles 3: .btain and deploy certi$icates

?ntranet site

.btain and deploy certi$icates on Exchange 2013 Client !ccess Ser*ers >: S0itch primary namespace to Exchange 2013 C!S

0
E2 ! #B. E2013 MBX

1
;:

Exchange 2013 $ields all tra$$ic, incl#ding tra$$ic $rom Exchange 2010 #sers

Balidate #sing ,emote Connecti*ity o*e ailboxes !nalyCer B#ild o#t D!6

10

?nternet8$acing site A #pgrade $irst

o*e Exchange 2010 #sers to Exchange 2013 BD =: ,epeat $or additional sites

%pgrading to Exchange 2013

"rom an existing Exchange 200+ en*ironment
a#todisco*er:contoso:com s mail:contoso:com " legacy:contoso:com

1: Prepare Client

?nstall Exchange 200+ SP3 E ,%10 across the .,6

E2 SP" %(B

E2 SP" CAS
R(! R(!

E2013 CAS

Exchange 2 - Ser/ers
R(! R(!

?ntranet site

Prepare !D 0ith Exchange 2013 C%1 2: Deploy Exchange 2013 C%1 ser*ers schema ?nstall both Exchange 2013 BD and C!S ser*ers 3: Create legacy namespace Create D1S record to point to legacy Exchange 200+ C!S and Deploy Certi$icates >: .btain .btain and deploy certi$icates on Exchange 2013 C!S ser*ers con$ig#red 0ith legacy namespace, Exchange 2013 namespace, and a#todisco*er namespace certi$icates on Exchange 200+ C!S ;: Deploy S0itch primary namespace to Exchange 2013

C!S

1
E2 SP" #B. E2013 MBX

=:

Balidate #sing ,emote Connecti*ity o*e mailboxes !nalyCer B#ild o#t D!6

11

?nternet8$acing site A #pgrade $irst

o*e Exchange 200+ #sers to Exchange 2013 BD +: ,epeat $or additional sites

%pgrading to Exchange 2013 2ContFd3

a#todisco*er:contoso:com s mail:contoso:com

Client

!
Exchange 2 ! or 2 Ser/ers
SP2R(

1: Prepare ?nstall Exchange SP and7or #pdates across the org Prepare !D 0ith Exchange 2013 C%1 schema and *alidate 2: Deploy Exchange 2013 C%1 ser*ers

3: Create legacy namespace >: .btain and deploy certi$icates

E2 ! or 2 %(B E2 ! or 2 CAS
SP2R(

;: S0itch primary namespace to Exchange 2013 C!S =: o*e mailboxes +: ,epeat $or additional sites

?ntranet site

12

?nternet $acing site A %pgrade $irst

E2 ! or 2 #B.

Preparing $or Exchange 2013

?nstall coexistence #pdate on all ser*ers in the organiCation
?nstall Exchange 2010 SP3 and7or Exchange 200+ SP3 ,%10 across the org:

Prepar e

Extend !cti*e Directory Schema $or Exchange 2013 C%1 %pgrade the Exchange .rganiCation to Exchange 2013 C%1 Prepare domains $or Exchange 2013 C%1 mail enabled ob-ects Balidate existing client access #sing Gconnecti*ity cmdlets in E S:
http977000:exrca:com

S Connecti*ity !nalyCer and &est8

13

%pgrading to Exchange 2013 2ContFd3

a#todisco*er:contoso:com s mail:contoso:com

Client

1: Prepare

?nstall Exchange SP and7or #pdates across the org

2
Exchange 2 ! or 2 Ser/ers
SP2R(

Prepare !D 0ith Exchange 2013 C%1 2: Deploy Deploy Exchange 2013 2013 ser*ers C%1 ser*ers 2: Exchange schema ?nstall both both E2013 Exchange 2013 BD ser*ers and C!S ?nstall BD and C!S ser*ers 3: Create legacy namespace

E2 ! or 2 %(B

E2 ! or 2 CAS
SP2R(

E2013 CAS

>: .btain and deploy certi$icates ;: S0itch primary namespace to Exchange 2013 C!S =: o*e mailboxes +: ,epeat $or additional sites

?ntranet site

1>

?nternet8$acing site A #pgrade $irst

E2 ! or 2 #B.

E2013 MBX

Exchange 2013 Set#p

Install HSetup.exe /mode:install /roles:clientaccess HSetup.exe /mode:install /roles:mailbox HSetup.exe /mode:install /roles:ManagementTools Other required parameter - /IAcceptExchangeSer er!icenseTerms

2 !

?nstall both BD and C!S Ser*ers

C!S is proxy only

BD per$orms Po0erShell commands

Exchange 2013 Set#p

6%? or command line ?n8place #pgrades not s#pported Cannot change roles later on %pdated to re$lect Exchange 2013 roles

Parameters
1;

1e0 re)#ired parameter $or license terms acceptance

%pgrading to Exchange 2013 2ContFd3

a#todisco*er:contoso:com s mail:contoso:com " legacy:contoso:com

Client

1: Prepare

?nstall Exchange SP and7or #pdates across the org

Prepare !D 0ith Exchange 2013 C%1 2: Deploy Exchange 2013 C%1 ser*ers schema

?nstall both Exchange 2013 ser*ers 3: Create legacy namespace

BD and C!S

E2 ! or 2 %(B

E2 ! or 2 CAS
SP2R(

E2013 CAS

Exchange 2 ! or 2 Ser/ers
SP2R(

>: .btain and deploy certi$icates ;: S0itch primary namespace to Exchange 2013 C!S =: o*e mailboxes +: ,epeat $or additional sites

?ntranet site

1=

?nternet8$acing site A #pgrade $irst

E2 ! or 2 #B.

E2013 MBX

Create @egacy 1amespace

,e)#ired only $or Exchange 200+ coexistence

" !

%sed to access Exchange 200+ reso#rces d#ring coexistence

Create D1S record in internal and external D1S $or legacy namespace
legacy:contoso:com

Balidate legacy namespace creation *ia

http977testconnecti*ity:microso$t:com

S Connecti*ity !nalyCer

1+

%pgrading to Exchange 2013 2ContFd3

a#todisco*er:contoso:com s mail:contoso:com legacy:contoso:com

Client

1: Prepare

?nstall Exchange SP and7or #pdates across the org

Prepare !D 0ith Exchange 2013 C%1 2: Deploy Exchange 2013 C%1 ser*ers schema

?nstall both Exchange 2013 ser*ers 3: Create legacy namespace

BD and C!S

E2 ! or 2 %(B

E2 ! or 2 CAS
SP2R(

E2013 CAS

Exchange 2 ! or 2 Ser/ers
SP2R(

?ntranet site

15

?nternet8$acing site A #pgrade $irst

E2 ! or 2 #B.

E2013 MBX

>: .btain and deploy certi$icates .btain and deploy certi$icates on Exchange 2013 C!S con$ig#red 0ith legacy namespace, Exchange 2013 namespace, and !#todisco*er namespace Deploy certi$icates on Exchange 200+ C!S ;: S0itch primary namespace to Exchange 2013 C!S =: o*e mailboxes +: ,epeat $or additional sites

Certi$icates
1e0 End8to8end Certi$icate WiCard in the Exchange !dministration Center 2E!C3
End8to8end certi$icate re)#est creation !llo0s importing o$ certi$icate 0ith pri*ate /ey to any C!S in the org

, !

E!C pro*ides noti$ication 0hen an Exchange 2013 Client !ccess ser*erFs certi$icate2s3 is abo#t to expire
"irst noti$ication sho0n 30 days prior to expiration S#bse)#ent noti$ications pro*ided daily
1I

Certi$icates 8 Best Practices

inimiCe the n#mber o$ certi$icates
%se split D1S $or Exchange host names

Certi$icates

, !

inimiCe n#mber o$ host names

mail:contoso:com $or Exchange connecti*ity on intranet and ?nternet mail:contoso:com has di$$erent ?P addresses in intranet7?nternet D1S

DonFt list machine host names in certi$icate host name list

%se load8balanced 2@B3 arrays $or intranet and ?nternet access to ser*ers

%se JS#b-ect !lternati*e 1ameK 2S!13 certi$icate

20

%pgrading to Exchange 2013 2ContFd3

a#todisco*er:contoso:com s mail:contoso:com legacy:contoso:com

Client

1: Prepare

?nstall Exchange SP and7or #pdates across the org BD and C!S

Prepare !D 0ith Exchange 2013 C%1 schema 2: Deploy Exchange 2013 C%1 ser*ers

?nstall both Exchange 2013 ser*ers 3: Create legacy namespace

E2 ! or 2 %(B

E2 ! or 2 CAS
SP2R(

E2013 CAS

Exchange 2 ! or 2 Ser/ers
SP2R(

?ntranet site

21

?nternet8$acing site A #pgrade $irst

E2 ! or 2 #B.

>: .btain and deploy certi$icates .btain and deploy certi$icates on Exchange 2013 C!S con$ig#red 0ith legacy namespace, Exchange 2013 namespace, and !#todisco*er namespace Deploy certi$icates on Exchange 200+ C!S ;: S0itch primary namespace to Exchange 2013 C!S =: Balidate #sing ,emote Connecti*ity o*e mailboxes !nalyCer

E2013 MBX

+: ,epeat $or additional sites

Client !ccess Ser*er %pgrade

Balidate legacy namespace creation in D1S

1ame is reachable internally and externally $rom n#mero#s ?nternet D1S ser*ers

Con$ig#re @oad balancing

@ayer + load balancers are no longer re)#ired $or Exchange 2013 namespace:

J1o !$$inityK is s#pported and recommended $or 2013: Simple &CP Session only:

@egacy namespace is a separate B?P con$ig#red 0ith @ayer + load balancing Con$ig#re the !#toDisco*erSer*ice?nternal%ri o$ each Exchange 2013 C!S to a load

balanced *al#e Con$ig#re the !#toDisco*erSiteScope o$ each Exchange 2013 C!S to co*er additional !D sites i$ necessary besides the installation site

S0itching to ne0 Client !ccess Ser*ers @o0er &&@ on existing D1S records in ad*ance

Create p#blishing r#les $or legacy namespace %pdate internal and external D1S to point ail and !#todisco*er records to C!S 2013 %pdate p#blishing r#les $or ne0 2013 Ser*ers .#tloo/ !ny0here s0itcho*er to 2013 %se S Connecti*ity !nalyCer to *alidate access is 0or/ing
https977testconnecti*ity:microso$t:com7 &est internally and externally as 0ell as Exchange 2013 and legacy Exchange mailboxes

Exchange 2013 .W! Client Connecti*ity "lo0

Exchange 2010 Coexistence
@ayer > @B
.W! mail:contoso:com e#rope:mail:contoso:com

@ayer + @B

E2010 CAS
RPC

E2013 CAS Protocol 4ead

Site Boundary

Protocol 4ead

??S 4&&P Proxy

Protocol 4ead
E2010 CAS
RPC

Cross8 Site ,edirect ,e)#est

Store

Store

DB
E2010 MBX

DB
E2013 BD

DB
E2010 Cross8Site Proxy MBX ,e)#est

2>

Exchange 2013 .W! Client Connecti*ity "lo0

.W! Exchange 200+ Coexistence legacy:contoso:com mail:contoso:com e#rope:mail:contoso:com

@ayer + @B

@ayer > @B

@ayer + @B

4&&P Proxy
E2013 CAS Protocol 4ead

E2007 CAS
RPC

Site Boundary

Protocol 4ead

??S

Protocol 4ead
E2007 CAS
RPC

Cross8 Site ,edirect ,e)#est

Store

Store

DB
E2007 MBX
2;

DB
E2013 BD

DB
E2007MB X Cross8Site Proxy ,e)#est

S0itching .! to C!S 2013

Clients
mail:contoso:com
,PC74&&P

+ayer +B

,PC74&&P

+oad Balancer
1: Enable .#tloo/ !ny0here on all legacy C!S 2: ??S a#thentication methods
E200+7E2010 C!S .! Ena$led Disabled Client Settings N&+ ??S !#th9 # ,PC

4&&P P,.DL E200+7E2010 C!S .! Enabled Client !#th9 Basic ??S !#th9 Basic N&+ # ,PC 4&&P P,.DL

E2013 C%1 C!S .! Enabled Client Settings ??S !#th9 1&@ ,PC

??S !#th m#st ha*e 1&@ enabled on all legacy C!S a/e legacy .! settings the same as 2013 C!S so all clients get the same proxy hostname

3: Client settings

E200+7E2010 BD

E2013 C%1 BD ?nternet8$acing site

?ntranet8$acing site

E200+7E2010 BD

>: D1S c#to*er ! lo0 &&@ on the existing record the days prior to the c#to*er is a good idea:

C!S 2013 Client Protocol Connecti*ity "lo0

@egacy Coexistence
,e)#ires .W! @egacy namespace Protocol Exchange 200+ #ser accessing Exchange 2010 namespace Exchange 200+ #ser accessing Exchange 2013 namespace Exchange 2010 #ser accessing Exchange 2013 namespace @egacy namespace 1on8silent redirect 2not SS.3 to C!S 200+ externally $acing %,@ 1o additional namespaces Proxy to C!S 2010 Cross8site silent redirect 2not SS.3, 0hich may redirect to C!S 2010 or C!S 2013 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Proxy to C!S 2010 Cross8site redirect, 0hich may redirect to C!S 2010 or C!S 2013 Same !D site9 silent or SS. "B! redirect Externally $acing !D site9 man#al or silent7SS. Cross8site redirect ?nternally $acing !D site9 proxy E!S *12:1E 9 !#todisco*er ( redirect .lder E!S de*ices9 proxy Direct C!S 2010 s#pport Exchange 2010 ans0ers !#todisco*er )#ery $or 200+ %ser %ses !#todisco*er to $ind C!S 200+ EWS External %,@ Proxy Direct C!S 2010 s#pport n7a n7a E!S .#tloo/ !ny0here !#todisco*er EWS P.P7? !P .!B ,PS ECP Proxy to BD 2013

Proxy to C!S 200+ Exchange 2013 ans0ers !#todisco*er )#ery $or 200+ %ser %ses !#todisco*er to $ind C!S 200+ EWS External %,@ Proxy to C!S 200+ Proxy to C!S 200+ n7a n7a

2+

%pgrading to Exchange 2013 2ContFd3

1: Prepare

Client a#todisco*er:contoso:com s
mail:contoso:com legacy:contoso:com

?nstall Exchange SP and7or #pdates across the org

Prepare !D 0ith Exchange 2013 C%1 2: Deploy Exchange 2013 C%1 ser*ers schema ?nstall both Exchange 2013 BD and C!S ser*ers 3: Create legacy namespace

E2 ! or 2 %(B

E2 ! or 2 CAS
SP2R(

E2013 CAS

Exchange 2 ! or 2 Ser/ers
SP2R(

?ntranet site

>: .btain and deploy certi$icates .btain and deploy certi$icates on Exchange 2013 C!S con$ig#red 0ith legacy namespace, Exchange 2013 namespace, and !#todisco*er namespace Deploy certi$icates on Exchange 200+ C!S ;: S0itch primary namespace to Exchange 2013 C!S =: Balidate #sing ,emote Connecti*ity o*e mailboxes !nalyCer B#ild o#t D!6

1
E2 ! or 2 #B. E2013 MBX

o*e #sers to Exchange 2013

BD

25

?nternet8$acing site A #pgrade $irst

+: ,epeat $or additional sites

Exchange 2013
1e0
Pro*ides additional $#nctionality to orchestrate mo*es s#ch as batch management Pro*ides migration reporting Pro*ides retry semantics

ailbox

o*es

igration Ser*ice

1e0 cmdlets
1e08 igrationBatch 6et8 igration%serStatistics

!lso a*ailable $rom E!C

P#blic "olders anageability

Exchange 2013 P#blic "olders

Database8centered architect#re replaced by mailbox

Existing P#blic "olders can be migrated to Exchange 2013 P#blic "older ,eplication is remo*ed End #ser experience doesnFt change

igrate P#blic "older #sers be$ore P#blic "olders

Exchange 2013 #sers can access Exchange 20107Exchange 200+

P#blic "olders Exchange 20107Exchange 200+ #sers cannot access Exchange 2013 P#blic "olders igration o$ P#blic "olders is a c#t8o*er migration Similar to online mailbox mo*es

P#blic "older

igration Process

!nalyCe existing P#blic "olders

&ool a*ailable to analyCe existing P#blic "older hierarchy to determine ho0 many Exchange 2013 P#blic "older mailboxes are recommended

Copy P#blic "older data

%sers contin#e to access existing P#blic "older deployment 0hile data is copied Data migration happens in the bac/gro#nd

S0itch clients to Exchange 2013 P#blic "olders

&here 0ill be a short do0ntime 0hile the migration is $inaliCed

.nce migration completes, e*eryone s0itches at the same time

Can s0itch bac/, b#t any post migration P#blic "older changes are lost

anaging Coexistence

%se the Exchange 2013 !dministration Center 2E!C3 to9

anage Exchange 2013 mailboxes Bie0 and #pdate Exchange 20107200+ mailboxes and properties 20ith a $e0 limitations3
%se Exchange 20107200+

anagement Console 2E C3 to create mailboxes or per$orm ne0 operations

!dded &ips

!*oid .!B re8do0nloads ailbox siCe increases S &P ail "lo0 timing Prep once #sing the C%1 bits 0hen a*ailable %se https977testconnecti*ity:microso$t:com7 a lot P#blishing Exchange 2013 0ith & 6 or %!6

inor changes aro#nd a ne0 logo$$ %,@ and .$$ice !pps 0ith .#tloo/ 2013 http977 blogs:technet:com7b7exchange7archi*e720127117217p#blishing8exchange8

'(!

M 2012 icroso$t Corporation: !ll rights reser*ed: icroso$t, Windo0s, and other prod#ct names are or may be registered trademar/s and7or trademar/s in the %:S: and7or other co#ntries: &he in$ormation herein is $or in$ormational p#rposes only and represents the c#rrent *ie0 o$ icroso$t Corporation as o$ the date o$ this presentation: Beca#se icroso$t m#st respond to changing mar/et conditions, it sho#ld not be interpreted to be a commitment on the part o$ icroso$t, and icroso$t cannot g#arantee the acc#racy o$ any in$ormation pro*ided a$ter the date o$ this presentation: ?C,.S."& !NES 1. W!,,!1&?ES, EDP,ESS, ? P@?ED ., S&!&%&.,L, !S &. &4E ?1"., !&?.1 ?1 &4?S P,ESE1&!&?.1: