Upgrade to Exchange 2016
Two years ago I wrote a number of blogpost regarding an Exchange Resource Forest model and Office 365 starting at Exchange Resource Forest and Office 365 part I. There are four articles, all based on Exchange 2010 and at the end of each article you’ll find a link to the next article. In the more information section at the end of this blogpost you’ll find all links.
Over the years I have received numerous requests on how to continue; moving to Exchange 2016 in a Resource Forest or when all mailboxes are in Exchange Online, decommission the Resource Forest. This is not a problem, but brings a new challenge when it comes to the last Exchange server for management purposes that need to be kept. And yes, this blogpost is the preparation for the ‘decommision the resource forest’ blogpost 😉
I have a few customers running a resource forest environment, and all have this same problem. They must move away from Exchange 2010, either to Exchange 2016 or to Exchange Online (or both). In this blogpost I’ll discuss the upgrade from Exchange 2010 in a Resource Forest to Exchange 2016 (in the same Resource Forest of course) in a hybrid scenario. In one of the next blogs I’ll discuss the way to decommission the Resource Forest in a hybrid scenario.
Note. I did a webinar recently for Kemp on the Upgrading Exchange 2010 topic. It’s a Brighttalk hosted webinar that you can find here The Best Known Methods on Upgrading Microsoft Exchange.
Upgrading Exchange 2010 to Exchange 2016
Upgrading Exchange 2010 in a resource forest is not different then upgrading any other Exchange environment, not even when running this in a hybrid environment. These are the steps that need to be taken:
Design your Exchange 2016 environment (won’t cover that in this blogpost).
- Prepare Active Directory for Exchange 2016.
- Build your Exchange environment.
- Change client access to Exchange 2016.
- Run Hybrid Configuration Wizard.
- Move Resources to Exchange 2016.
- Decommission Exchange 2010.
Prepare Active Directory for Exchange 2016
Before you can install the first Exchange 2016 server, Active Directory needs to be prepared. This is only true for the resource forest, there’s no need to do this at the account forest.
You can prepare the Active Directory schema using the following command:
C:\> Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms
It is possible that the following error message is shown:
A hybrid deployment with Office 365 has been detected. Please ensure that you are running setup with the /TenantOrganizationConfig switch. To use the TenantOrganizationConfig switch you must first connect to your Exchange Online tenant via PowerShell and execute the following command: “Get-OrganizationConfig | Export-Clixml -Path MyTenantOrganizationConfig.XML”. Once the XML file has been generated, run setup with the TenantOrganizationConfig switch as follows “/TenantOrganizationConfig MyTenantOrganizationConfig.XML”.
This issue is covered in a previous blogpost: A hybrid deployment with Office 365 has been detected.
Build your Exchange environment
Exchange 2016 can be installed on Windows Server 2012 R2 and Windows Server 2016, I always recommend the latter because of support lifecycle. Windows Server 2019 and Windows Server Core are not supported for running Exchange 2016.
I prefer to install the Exchange 2016 server unattended, especially if you must install multiple servers. You can use a command similar to this:
C:\> Setup.exe /Mode:Install /Roles:Mailbox /DbFilePath:”F:\MDB02\MDB02.edb” /LogFolderPath:”F:\MDB02\LogFiles” /InstallWindowsComponents /IAcceptExchangeServerLicenseTerms
After installing the Exchange server, the server should be configured:
- Virtual Directories; make sure you use the same internalURL and externalURL as the Exchange 2010 servers.
- SSL Certificates.
- Storage, Databases and Database Availability Group (when needed of course).
- Relocate (IIS) logfiles.
- Send and Receive Connectors (SMTP Relay).
Change client access to Exchange 2016.
When you have configured the Exchange 2016 it is time to test the proxy functionality from Exchange 2016 to Exchange 2010. The easiest way to test this is to edit the HOSTS file for the webmail.contoso.com and Autodiscover.contoso.com entries on a client and point it to the Exchange 2016 server.
From the client, connect to the new Exchange 2016 server and start OWA with an Exchange 2010 mailbox. You should see the initial blue OWA screen:
And after logging on the yellowish Exchange 2010 OWA user interface. It will automatically proxy to the correct Exchange 2010 mailbox server:
The same should happen when you request the Exchange Web Services page on https://webmail.contoso.com/ews/exchange.asmx, this should also successfully proxy to Exchange 2010:
One important thing here is that this is a down-level proxy only. This means that when a client does a request to Exchange 2016 for a resource on Exchange 2010 (down-level proxy, like in the previous example) it should work. If a client does a request to Exchange 2010 for a request on Exchange 2016 (i.e. up-level proxy) it fails. This is shown in the following figure, and it does not work.
When all is configured and tested, DNS (internal and external) can be changed so that webmail.contoso.com and Autodiscover.contoso.com point to the new Exchange 2016 server. All clients will now connect to the new Exchange 2016 server and connect to their mailbox on Exchange 2010 without a problem.
One thing you must be aware of is RPC/TCP traffic (the original MAPI connection) between Outlook and Exchange 2010 if you are not running Outlook Anywhere. Outlook will still use RPC/TCP to connect to the CAS Array (this is the RPC Endpoint for Outlook) which is running on the Exchange 2010 servers. You can see that when checking the connection status in Outlook. In the following screenshot, outlook.exchangefun.nl is the CAS Array.
There are two entries shown, one is for the regular mailbox, the second is for accessing a shared mailbox on Exchange 2010.
When performing the Test E-mail AutoConfiguration check on Outlook 2010, you can see that RPC Connects to outlook.exchangefun.nl, but that OWA, EWS and OAB want to connect to webmail.exchangefun.nl, which is the Exchange 2016 server now.
So, Outlook connects using RPC to the Exchange 2010 server and using HTTPS to connect to the Exchange 2016 server. From Exchange 2016 the connection is proxied to the correct Exchange 2010 server.
Note. Be aware that if you have configured Kerberos authentication in your Exchange 2010 environment you have to upgrade this to Exchange 2016 as well. This is documented in the Microsoft articles Recommendation: Enabling Kerberos Authentication for MAPI Clients, How to Enable Kerberos Authentication for Accessing Exchange in a Resource Forest andExchange 2013 and Exchange 2010 Coexistence with Kerberos Authentication. For Exchange 2010/2016 coexistence you can follow that last link.
Run the Hybrid Configuration Wizard
When all is running well it is time to upgrade the Hybrid Configuration by running the HCW on the Exchange 2016 server. You can find the latest version of the HCW on http://aka.ms/hybridwizard.
The HCW will detect the optimal Exchange server to configure (which should be automatically the Exchange 2016 server). You should select the Exchange 2016 server for the Receive Connector Configuration and the Send Connector Configuration. For the Organization FQDN I typically use the default FQDN (like webmail.contoso.com) to keep everything consistent. Sometimes I see admins use something like hybrid.contoso.com but that doesn’t bring much, except for more complexity.
When reaching the end of the HCW you can select to upgrade the Hybrid Configuration. The original Hybrid Configuration was created on Exchange 2010, but now it is upgrade to Exchange 2016 so I don’t see any reason to not check the checkbox.
The easiest way to check the new Hybrid Configuration is to see if free/busy works cross-premises. Open a mailbox in Exchange Online and check if you can plan a meeting with a mailbox in Exchange 2010 and check the availability of this mailbox. Baron’s mailbox is in Exchange Online, my mailbox is in Exchange 2010 (still). The free/busy request is sent to webmail.exchangefun.nl which is now the Exchange 2016 server. From there it is proxied to the Exchange 2010, and it works like a charm:
To check if cross-premises mail security you can send an email from an online mailbox to an on-premises mailbox. If you check the headers, the SCL should have a value of -1 (which means it is treated as an internal message) and the X-MS-Exchange-CrossTenant-AuthAs should have a value ‘Internal’.
At this moment there is an Account and Resource Forest environment, where the Resource Forest contains an Exchange 2010/2016 coexistence environment. All clients, including Exchange Online connect to Exchange 2016 while recipients are still on Exchange 2010.
Move Resources to Exchange 2016
At this moment, mailboxes can be migrated from Exchange 2010 to Exchange 2016. And to be honest, this is not that exciting. It is fully transparent for users. It is an online process, so the mailbox content is copied from Exchange 2010 to Exchange 2016 while the user continues to work. Only when the move is finalized, the user is presented the following message box and needs to restart Outlook.
Now back to the RPC/TCP (MAPI) part earlier in this post. Exchange 2016 does not support RPC/TCP anymore, so when a mailbox is moved from Exchange 2010 to Exchange 2016, the protocol changes as well. In this case, it changes from RPC/TCP to Mapi/Http for Mailboxes, and to Outlook Anywhere for Public Folders (still on Exchange 2010, but Exchange 2010 does not support Mapi/Http).
Public Folders (if any) must also be moved to Exchange 2016. This can only be done when all mailboxes are moved to Exchange 2016. A mailbox on Exchange 2016 can access Public Folders on Exchange 2010, but a mailbox on Exchange 2010 cannot access Public Folders on Exchange 2016. The Public Folder migration is covered in my previous blogpost Exchange 2010 Public Folder migration, which was also performed on my Exchange resource forest environment.
In an Exchange 2010/2016 coexistence environment there are two Offline Address Books:
- Default Offline Address Book – used in Exchange 2010
- Default Offline Address Book (Ex2013) – used in Exchange 2016 (the name was not changed when Exchange 2016 was introduced, not sure if this is a cosmetic bug but it does work correctly).
When configuring the Mailbox databases makes sure the \Default Offline Address Book (Ex2013) is set on the OfflineAddressBook property of the Mailbox database.
One pitfall that always takes more time than expected is the Receive Connector configuration, especially for SMTP relay purposes. Multiple devices (scanners, faxes), printers, applications, access on IP level, lack of documentation etc. Use the Protocol logging features on the various Receive Connectors to figure out what devices or applications are using these Connectors and configure them to use the Exchange 2016 server. But beware, this can take a lot of time ☹
Edge Transport Server
You might have noticed I have an Exchange 2010 Edge Transport server running. This is used for SMTP traffic to and from the Internet. My MX record is pointing to the Edge Transport server, but cross-premises SMTP is delivered directly on the Mailbox server.
When is the best time to upgrade the Edge Transport server to Exchange 2016? There’s no real rule of thumb for this. The Exchange 2010 Edge Transport server works fine with an Exchange 2016 Mailbox server, but the other way around also works fine. I typically upgrade the Edge Transport servers to Exchange 2016 after installing the Mailbox servers, but before moving Mailboxes. But there are much more options when doing this.
Decommissioning Exchange 2010
When all resources have been moved to Exchange 2016 you can decommission the Exchange 2010 environment. This is just a matter of:
- Decommissioning Mailbox database copies.
- Decommission the Database Availability Group.
- Remove Mailbox databases.
- Remove the Public Folder databases (if not removed earlier).
- Change/Remove Send and Receive Connectors (also see previous section).
When all prerequisites for the decommissioning process have been met, the actual Exchange 2010 servers can be uninstalled. I still see admins just removing the Exchange VM’s but this is not a good idea since the Exchange configuration continue to exist in Active Directory.
Properly remove the Exchange 2010 server using Control Panel and Uninstall or change a program by deselecting all options as shown in the following screenshot.
After a few minutes the Exchange 2010 server will be fully installed (the official way).
In this blogpost I explained how to upgrade Exchange 2010 to Exchange 2016 when running in a resource forest configuration, and in a hybrid configuration. The process is not very different from an upgrade in a ‘normal’ single forest, single domain environment, not even from a hybrid perspective.
The process is simple, upgrade Active Directory, install and configure the servers, change client access to Exchange 2016 and run the Hybrid Configuration Wizard. When done you can move resources to Exchange 2016 and when finished decommission the Exchange 2010 environment.
In part VI of this series I’ll discuss how to decommission a resource forest in a hybrid configuration.