João Ribeiro

Exchange Server ;Office Communications Server and Windows Mobile / Phones

Upgrading to Exchange Server 2010

As RTM date approaches, people are starting to ask “how can I migrate to Exchange Server 2010 ?”

This post will walk you along the migration path on a high level perspective, not going into 0’s and 1’s detail, but this will sure help you out.

First let’s go ahead and cover the pre-requisites needed for deploying Exchange Server 2010.

On the Active Directory side :

 – Global Catalog running Windows Server 2003 Service Pack 2 on EACH Exchange AD Site

 – Windows Server 2003 Forest Functional Level

 – Schema Additions ( Installed with the Setup itself )

 – There is no HARD REQUIREMENT for 2008 Active Directory

On the Exchange Server side :

 – Mixing Exchange Server versions is supported

 – Existing Exchange Servers, 2003 or 2007, MUST have the Service Pack 2

There are other pre-requisites that needs to be installed and you can find them here :

 – Servers that will contain the Exchange Server roles must be Windows Server 2008 64-bit Edition ( Standard, Enterprise or Datacenter )

 – Windows PowerShell 2.0

 – .NET Framework 3.5

 – Windows Remote Management 2.0

 – Internet Information Services ( IIS )

We will have to install/ activate som server features as explained here :

How to Install Exchange 2007 SP1 and SP2 Prerequisites on Windows Server 2008 or Windows Vista

Migration Steps :

1 –  Upgrading path is from the Internet-facing Sites to the Internal sites.

2 – Install Exchange Server 2010 on the following order :

  • CAS – Client Access Server Role

  • HUB – HUB/ Transport Server Role

  • UM – Unified Messaging Server Role

  • MBX – Mailbox Server Role

  • This order should be ignored in case of a single server is deployed to host all the roles.


3 – Move the internet hostnames in order to point the Exchange 2010 CAS Server. This will also move the Autodiscover..

4 – Move the UM phone number for OVA ( Outlook Voice Access ) to point the Exchange 2010 UM Server.

5 – Start moving the Mailboxes.

As it was said before this is a straight forward migration.