Exchange 2010 to 2013 Migration Step by Step

Microsoft has reduced the number of servers from the previous version of Exchange. It involves Client Access Server as well as Mailbox server roles. The process has made several upgrades in a simple and easy manner. Apart from this, the Exchange Server 2010 to 2013 Migration is basically a tedious and more challenging task. Reason being, this is too complicated with surveillance demands as well. Moreover, with multiple solutions, the user will make this tricky task little bit easier. For this, the user has to follow steps in the systematic way.

Based on the setup an individual, the Exchange migration takes place. The migration process generally follows a set of essential steps along with several pre-requisites. In the following section, we are going to discuss how to upgrade Exchange server from 2010 to 2013 step by step.

Major 3 Phases for Initiating Migration

The Exchange server 2010 to 2013 migration process is categorized into three major phases as given below:

Consulting Points for Exchange Server 2010 to 2013 Migration

Go through the following checklists to perform the conversion process as discussed below:

1. Getting acquainted with the release note: It contains the essential information, which is helpful for the deployment procedure. It includes multiple segments like Mailbox, Setup and deployment, Public folders, Exchange Management Shell, Mail flow, connectivity of mail client, and Exchange server 2010 coexistence.

2. Authentications and System Requirements: This section guides obligation of Exchange 2013 or 2010 that must be equipped before an installation. It may include detail related to the hardware, email clients, Operating system, software, or all network needs. Moreover, it also acquaints about the coexistence scenarios.

3. Verify and ensures that prerequisites are done: It guides an installation of some additional requirements for MS Exchange Mailboxes, Client Access server and Edge Transport Servers. Such installation steps are needed for prerequisites including Windows 2008 R2, Windows 2012 R2, Windows 2012 along with Service Pack 1 operating system.

It provides the detail about all the prerequisites needs to install Exchange Management Tool on Windows 8.1, 8, and 7 machines. Additionally, it signifies the checklist for Deployment security. This will assure that Exchange objects are minimized, Admins role in in-sync with the modified requirement or encrypts the internal message by default.

4. Configure the disjoint namespace Exchange 2013: For this, you can easily configure a Domain Name Server by using the Group Policy Management tool. The DNS is required for adding multiple suffixes of DNS.

5. For Exchange 2007, choose offline address book(OAB) It guides that how the user can utilize an Exchange Management Console or an Exchange Management shell. Both provides the address book (OAB) to download all recipients. This method is only required when the person uses multiple OABs in an organization.

6. Create a legacy to MS Exchange: It will guide how to create and verify the legacy host name. This is required to assure that the legacy Exchange server 2010 or 2013 coexist. Both Client Access server and Autodiscover will use the hostname when redirecting the user legacy to the server.

7. Installation of Exchange 2013 or Exchange 2010: This field signifies that how to use MS Exchange 2013 or 2010 Setup for Exchange server 2013 or 2010 Mailboxes and need to install Client Access and Edge Transport service. Furthermore, it will check an installation of Exchange Server also. For this, suggested solution is to run Get-ExchangeServer command and then, review a setup of log files.

8. Preparing the Exchange 2010 or 2013 mailbox: In Exchange organization, Mailbox is considered the most common type of recipient for creating the information. Each mailbox has the Active Directory accounts connected with it. Each mailbox is used to send/ receive email messages, tasks, documents, notes, messages, etc. Even the user can create a mailbox with the help of EAC or Shell.

9. Settings of Exchange virtual directory: It states that how to assure the configuration of Exchange-related virtual directory. Irrespective of fact that Exchange server 2013 Client Acess unable to tackle with client side protocols. Still, few settings are applied to Client Access (CAS). Such settings for virtual directories and certificates as well.

10. Ensure to Configure Exchange Server 2007/2010/2013 Certificates: It outlines the overview of the Digital Certification. It can provide all information about various kinds of certificates, which certificate will be selected, Proxied, and the Digital certificate is the best practice.

In Exchange, the SSL is programmed to create a secure communication in between the server and client. For reason being, client can use computers and smartphones within the organization and PCs outside the organization. Hence, when start to download Exchange server 2013, the client communication will be encrypted automatically.

11. Ensure to Configure Edge Transport Rules:It guides how to configure Internet mail flow of subscribing an Edge Transport server. Establishing the Internet mail, an Edge Transport Server subscribes to an Active Directory site. On a subscription, it will auto-generate the required two send connectors for mail flow.

There are following Configure multiple Send Connectors are given below:

To start the configuration procedure, you have to perform the given below steps:

12. Configuration of UM Exchange 2013/2010: To deploy unified messaging, there are various reasons that should be considered. All these factors have multiple components, elements and features of Unified Messaging. It will help to plan the original infrastructure of Unified Messaging and deployment as well. It is just a basic step, which helps in Unified Messaging deployment.

It assits to plan the Voicemail System, unified messaging Deployment to establish the connection with network telephone service. To continue with deployment, the user must aware of Unified Messaging IP gateways, UM mailbox policies, UM groups, Voice mail, UM dial plans, auto answering and incoming calls.

13. To ensure configuration of MS Outlook Anywhere: It describes about Microsoft Outlook Anywhere and its all benefits. In Exchange, it is referred as RPC over HTTP. The primary feature is that it permits MS Outlook 2007, 2010, or 2013 applications. It will also establish the connection with Exchange Server over the network and outside a Corporate internet. It will involve Outlook management, connectivity testing and coexistence.

14. Configure service Connection in Exchange: The Client Access server in Exchange 2013 or 2010 unable to take the responsibility for protocol processing, but few settings being employed to Client access. All settings are same as the certificate setting as well as virtual directory setting.

15. Configure of Exchange 2007 External URLs: This field explains the systematic configuration and testing guidelines of Exchange 2007 URLs. In general, when connecting Exchange 2007 mailbox to Exchange 2013 Client server, it will redirect a connection to Exchange server 2007. For the redirection, Exchange server 2013 server uses the external hostname, which may be configured on Offline Address Book, Outlook Web Access, and UM virtual directories, Exchange Web Services, the internal hostname for Exchange ActiveSync virtual directory, and Exchange ActiveSync of Exchange 2007 server.

The major point is that in Exchange server 2007, internal or external both are different from the Exchange 2013 or Exchange 2010 server hostname. Further, they are indicated to MS Exchange 2007.

16. Ensure to Setup the DNS records: After configuring a server, afterward, the DNS records will be changed. It will help an individual to maintain the connection with a new Exchange 2013 server.

17. Move mailboxes from Exchange 2007 to Exchange 2013/ 2010: This section will describe that the user wants to migrate mailboxes from one platform to another. It also guides the Exchange server migration from 2007 to 2013/2010. Both mailboxes are available on different domain, same server, dissimilar Active Directory site, variant server, or in any other area.

If the above-stated solution cannot work perfect, then, one can go for the EDB to PST Converter tool. It will help to migrate all EDB mailboxes to MS Outlook as well as Live Exchange Server. Also, retains the on-disk folder hierarchy during conversion from Exchange to Outlook PST.

18. Migration of public folder from Exchange 2013 to Exchange 2013: This step will helpful for those Enterprises which may use Public Folders. It will make aware of the Public Folder. It also describes that how the user can migrate a public folder to Exchange 2013 from older versions by using serial migration.

Make sure, we must aware of what users want for performing the migration, how an individual can do the conversion process, how to remove public folder from the legacy Exchange server, how the migration may be rolled back, and how to ensure the precise working for the same.

19. Post-installation Tasks in Exchange 2013 or Exchange 2010: This section helps to configure a new Exchange 2013 organization after the installation of Exchange Server 2013. In the ending, the user will be familiar with mail flow and client access server, Internet mail flow configuration from subscribed Edge Transport server, Exchange 2013 installation verification, and Exchange 2013 management tools installation.

Keep in mind that the user should be aware of migrating each mailbox from One Exchange Server to other Exchange Server & Office 365.

Final Thoughts

Most of the users wish to migrate from Exchange 2010 to Exchange 2013 to be upgraded with latest functions. However, considering the different phases of migration that we have already discussed. In addition, we have explained all checklists for Exchange server 2010 to 2013 migration and suggested an automated tool to perform the migration process.