A quick guide on preparing Exchange 2010 for Exchange 2016 installation

Exchange Server 2016 is a new phenomenon that nobody wants to miss. It’s new-age features coupled with its integration to the cloud, make it one of the most desirable email communication systems for organizations. Organizations with existing Exchange infrastructure were all ready to grab the new opportunity right from the launch of this new Exchange version. Despite the migration complexities and the costs involved, this has become a trend with many organizations having the earlier versions of Exchange.

Unfortunately, direct migration to Exchange 2016 from Exchange 2003 or 2007 is not possible. And so, Exchange 2010 happens to be the oldest version from which direct Exchange 2016 migration is possible. And possibly the next version of Exchange may not be supporting direct migration from Exchange 2010. So, for Exchange 2010 users, it is the right time to upgrade their Exchange infrastructure to the newest version.

Instant Solution - Kernel Migrator for Exchange

Exchange/Office 365 migrations are quite easy with professional tools like Kernel Migrator for Exchange. This tool helps to manage mailbox and public folder migrations involving different Exchange versions and deployment types. Also, this tool helps with all tasks starting from the pre-migration analysis to the preparation of reports after the migration.


 

How to perform Exchange 2010 to Exchange 2016 upgrade?

Our aim here is to help small organizations to upgrade their Exchange infrastructure from Exchange 2010 to Exchange 2016 without any hassles. We discuss this upgrade in the context of a small organization where a simple installation is fine. In this series, we discuss the following points briefly:

How to start with Exchange 2016 installation

Before installing Exchange 2016, you need to make sure that your environment has all the hardware and software pre-requisites for Exchange 2016 installation. Also, you need to configure Offline Address Book in Exchange 2010 and modify the AD schema as per Exchange 2016 requirements. Here, we will discuss all these requirements.

Installation pre-requisites

For unobstructed Exchange deployment, check and verity that you have all the necessary pre-requisites related to hardware, OS, software, and email clients. Here, we will discuss these requirements in brief. For more info, you can read Exchange 2016 release notes at: https://docs.microsoft.com/en-us/Exchange/release-notes?view=exchserver-2016

Domain Controllers

All the Domain Controllers in the forest must be running on one of the following:

Domain Controllers Forest
  • Windows Server 2016/2012 R2/2012 Standard or Datacenter
  • Windows Server 2008 R2 Standard or Enterprise/Datacenter RTM or later
  • Windows Server 2008 Standard, Enterprise, or Datacenter
Active Directory Forest Should be at Windows Server 2008 or higher functionality level
Supported DNS Name Space Contiguous, Noncontiguous, Single label domains, or Disjoint
IPv6 Support Supports only with IPv4
Recommendations
  • Use 64-bit AD Domain controllers (to improve Exchange 2016 Directory Service performance)
  • Install Exchange 2016 on member serves only (not on AD Directory servers) – for better security and performance
Hardware Requirements
Processor
  • X-64 computer with supporting intel Processor
  • AMD processor with AMD64 platform support
Memory Depends on server role to be installed (8 GB for Mailbox and 4 GB for Edge Transport)
Disk space 30 GB to install Exchange, additional 500 MB to install UM language pack, 200 MB on system drive, and 500 MB for the hard disk that stores message queue database
OS Requirements
For Mailbox & Edge Transport Server Roles Windows Server 2016 (CU3 or later)/2012 R2/2012 Standard or Datacenter
For management tools Windows Server 2016/2012 R2/2012 Standard or Datacenter or Windows 10/8.1 (64 bit)
Windows Management Framework Only the built-in framework supported (downloaded frameworks are not supported)
Recommendations
  • .Net Framework – latest recommended
  • Can additionally deploy an Office Online Server (to help Outlook on the web users to access and edit Office documents)
  • Spit DNS Recommended (different IP addresses for same host name)

Exchange 2010 co-existence requirements

Email clients (recommended to use with latest updates & service packs)

  • Outlook 2016/2013/2010
  • Outlook for Mac 2011
  • Outlook for Mac for Office 365

Installation permissions (Exchange 2016)

  • To install the Exchange 2016 Mailbox Server role, you should have Local Administrator, Enterprise Administrator, or Schema Administrator permissions.
  • To install additional Mailbox servers, you need Organization Management permissions

Management permissions (Exchange 2016)

To perform, migration-related actions, you need to have enough permissions for the account you are using:

  • To configure disjoint namespace, you need Local/Domain Administrator permissions
  • And with Organization Management permission you can configure disjoint namespace, mail flow, accepted domains, email address policies, external URLs, certificates, and Unified Messaging. Also, you can migrate mailboxes and public folders using this permission

So, with these permissions, you can complete the entire Exchange Server deployment, configuration, and migration quite successfully.

How to get Organization Management permissions?

We have discussed the steps for this in the coming parts of this series.

Configure default OAB in Exchange 2010

This is an important step and the failure to configure the default OAB will lead to significant loss of speed for the migration. If you don’t assign default OAB, the mailboxes will start downloading and using Exchange 2016 OAB causing the migration process to slow down.

This can be done using Exchange Management Shell as:

  1. In the Exchange Management Shell, run : Get-OfflineAddressBook It retrieves a list of Offline Address Books
  2. To view the mailbox databases and respective OABs, run : Get-MailboxDatabase | Format-Table Name, Server, OfflineAddressBook -Auto

  3. To set OAB to a mailbox database, run : Set-MailboxDatabase "" -OfflineAddressBook ""

  4. You can verify this by running the command again : Get-MailboxDatabase | Format-Table Name, Server, OfflineAddressBook -Auto

Why do we choose to use Exchange 2016 Setup Wizard?

As mentioned in the beginning, we discuss this upgrade in the context of a small organization. Also, we avoid discussing multiple domain controllers and Database Availability Groups (both on the source and target environments). Even in this simple scenario, preparation of AD forest and domains are necessary before Exchange installation (and the .ldf files that describe the AD schema changes are available in the directory \Setup\Data\ of the Exchange installation files).

And the required AD schema changes can easily be achieved with the help of Exchange 2016 Installation Wizard. This is the easiest for Exchange installation in small AD environments with a single management team for both AD and Exchange.

Note: To install and configure Exchange using the Exchange 2016 Setup Wizard, your account should be in and Enterprise Admins and Schema Admin security groups.

After meeting all these necessary hardware and software requirements described in this part, you can continue to install Exchange 2016. For this, read the second part of this series.

Summary

Before installing Exchange 2016 in your Exchange 2010 environment, make sure that you meet all the necessary pre-requisites. Also, it is advised that you configure Offline Address Book in Exchange 2010. After that, you can use Exchange 2016 Setup Wizard to install Exchange 2016.


Instant Migration Tips : Calculate the time for Exchange 2010 to Exchange 2016 migration

It is good if you know the time required for Exchange migration in advance. Professional Exchange Migration tools like Kernel Migrator for Exchange helps you in calculating this. Its Pre-Migration Analyzer calculates the approximate time of the migration from the network speed and the number of agents (network computers used for the migration). Prior knowledge of the migration time will help you plan the resources and schedule the migration accordingly.