Transitioning Exchange 2007 to Exchange 2010 – Part 9

This post has to do with transitioning from Exchange 2007 to 2010. Essentially you will be installing Exchange 2010 on the 2007 Exchange server, setup some co-existence if necessary, transfer the mailboxes, and then uninstall Exchange 2007.

* Upgrades – There is no “In-Place” upgrade from 2007 to 2010

– You can either deploy fresh, migrate, or transition.

*Migration

From Exchange 5.5 or 2000 to Exchange 2010 – when moving over to Exchange 2010 you will not be able to move over mailboxes or use transitioning coexistence. You might have to upgrade from 5.5 or 2000 to 2003, and then transition. Quest is a good transitioning tool from older versions to 2010. Lotus Domino has a transition path to 2007.

*Transition: involves introducing an Exchange Server(s) into the environment and moving over mailboxes and public folders

– Co-Existence: the state of your Exchange environment when different versions of Exchange are running together side-by-side within the same Exchange Organization

You can run exchange 2003, 2007, and 2010 all co-existing together. Slowly move the mailboxes and public folders over.

When migrating from a single 2007 server:

1. Ensure Exchange 2007 servers are running SP2

2. Deploy Exchange 2010 Servers in this order: Client Access Server, then Hub Transport Server, Unified Messaging, and then Mailbox server

3. Configure legacy DNS host name records* and implement new certificates for CAS

*Legacy DNS host name records: only necessary if you cannot transition quickly and need to provide remote OWA/Mobile usage.

4. Move over mailboxes and public folder data to Exchange 2010.

5. Tie up loose ends and uninstall Exchange 2007

Legacy Host Names and Certificates for CAS

  • If you plan for a period of co-existence with 2007, you will need to establish a legacy host name
  • The goal is to move your primary namespace, mail.companyname.com and autodiscover.companyname.com over to Exchange 2010
  • So for example, your mail.companyname.com domain continues but a new legacy.companyname.com is put in place for 2003/2007 users of OWA, ActiveSync, etc…
  • You will need to obtain a new certificate for Exchange and you should consider a Subject Alternative Name (SAN) certificate although wildcard certificates are also supported

Some DNS Record Types Review:

  • A Record: an address record that maps a host name to an IP address
  • NS Record: a name server record that maps a domain name to a list of DNS servers that are authoritative for that domain
  • MX Record: mail exchange record – maps a domain name to a list of mail exchange servers for that record
  • CNAME Record: gives the ability to provide an alias of one name to another
  • SRV Record: links a particular service to a specific server
  • SOA: Specifies the DNS server providing authoritative service for a particular domain

Users trying to log into an Exchange 2010 server, but have not had their mailbox transitioned yet, will be re-directed to the previous server if the legacy A record is listed in DNS.

Deployment Assistant: (upgrade means transistion) -this tool can be used from the website or downloaded.

The tool can be found here:

http://technet.microsoft.com/en-us/exdeploy2010/default.aspx#Index

Disjointed namespace: the FQDN of a server does not match the domain of which it is a member.

Transitioning Paths Vary

* Depending on your organization you may have the following variables in play for your transition to mold itself around:

– Exchange 2003 to 2010 (or mixed 2003/2007 to 2010)

– Public folders need to be transitioned

– Co-existence is necessary (requires legacy host name)

* Our example transition includes the following concerns:

-Public folders do, in fact, exist and need to be transitioned

-Co-existence is not necessary (we will perform the move in a minimal amount of time over a weekend of inactivity within the organization)

In a transition from Exchange 2007 to 2010 here are the following necessary items:

  1. Exchange 2007 is already running SP2
  2. The Server is 2008 and the forest functional level is already higher than the required 2003 forest functional level mode
  3. Exchange 2010 is already installed with CAS/HT/MB roles
Items to Complete:
  1. Move Offline Address Book (OAB) generation to Exchange 2010
  2. Move Exchange 2007 Mailboxes to 2010
  3. Move Public Folder data to Exchange 2010
  4. Ensure funtionality, test connectivity options, remove Exchange 2007

To check the domain functional level

  1. Go to Active Directory Computers and Users
  2. Right-click on the domain name, click “Raise Domain Functional Level”
  3. Look at Current Domain Functional Level

 

Moving the OAB generation from 2007 over to Exchange 2010

  1. Open Exchange Management Console
  2. Expand Organization Configuration node
  3. Select the Mailbox node
  4. Select Offline Address Book tab
  5. Select the Default Offline Address book, ->Actions -> Properties -> Distribution tab
  6. Make sure Enable Web-based distribution is On (checked)
  7. Enable public folder distribution (On/checked) -> ok

Warning (ok)

In the actions pane click Move

Click Browse -> Select the new Exchange 2010 server -> Move

Completed (Warning) -> Finish

Generation server should now be your new 2010 server.

Online Mailbox Moves:

  • Previous transitions called for mailboxes to be offline for a period of time while they moved to the new server
  • Exchange 2010 eliminates this issue by allowing the mailbox to be moved while still online. Note: If transitioning from Exchange 2003 to 2010 you will still need to do an offline mailbox move
  • To the user, short of a restart of Outlook, they will not know a difference or notice any loss of service
  • Need to use the wizard or new powershell cmdlet New-MoveRequest

You need to start on the new Exchange 2010 server to move mailboxes from 2007 to 2010

Start Exchange Management Console

Go to Recipient Configuration node -> Mailbox

Add a column (Database) and place next to the display name

Select multiple users -> Actions -> New Local Move Request…

Target Mailbox Database (Browse) -> Select new 2010 server DB -> ok -> Next

Move options:

If corrupted messages are found:

  • Skip the mailbox (recommended)
  • Skip the corrupted messages
Next -> New -> Finish
Move Request -> If you look at the status it should say completed
Using the exchange management shell: (more flexibility and control)
get-help new-moverequest -examples
(3 examples)
System will perform check of mailbox for readiness
>New MoveRequest Identity ‘jason.coltrin@jasoncoltrin.com’ -TargetDatabase “MBEX2K10”
To test
>get move-request
-shows which move requests have been completed
For example to move just mailboxes from one organizational unit into exchange 2010

> get user organizationalunit LegalDept | New MoveRequest -TargetDatabase “MBEX2K10”

Replicating Public Folder Structure:

Once we have replicas we can remove the original copy

Go to Toolbox – Public Folder Management Console – should connect back to your 2007 exchange server.

We first need an Exchange 2010 Public Folder database:
Organization Configuration under Mailbox

Database Management Tab -> Actions -> New Public Folder Database

Give it a name (2K10PF) -> Next -> New -> Finish.

Go back to PF management console -> Right click on folder and choose properties -> Replication tab -> Add -> Select new 2K10PF database -> OK

Change “Use public folder database replication schedule” to Run Every Hour.

Now we’ve asked the public folders to replicate over. One way to check if it’s working ok is right click on the root, and choose connect to server, select 2010 server, and find the replicated folders (update Heirarchy)

Now you can remove 2007 replicas. Make sure you have complete all public folders.

2007 Exchange Pre-Removal Tasks 

  • If you are confident that your Exchange 2010 server(s) are ready to work alone – don’t uninstall the Exchange 2007 server yet…
  • In the EMC Toolbox is the Exchange Best Practices Analyzer – use it!
  • Use the Exchange Remote Connectivity Analyzer Tool is another option
  • When your testing is complete and you feel comfortable — Uninstall Exchange 2007 from the Programs and Features item in the control panel

Decommissioning is simply removing the Programs and Features. It will go through the process of uninstalling the various roles (MB, CAS, etc)

We have ended the period of coexistence, and have transitioned over to 2010.

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010: Exchange Management Console (EMC) – Part 8

A quick overview of the Exchange Management Console, or EMC; a very capable management console accessed via the OWA web interface.

We can access the EMC through Outlook Web App. On the Exchange Mailbox server itself, you can get to OWA through the address https://localhost/owa

Note: I encountered an issue here. When first logging into OWA I received the following error message: “Your mailbox appears to be unavailable. Try to access it again in 10 seconds. If you see this error again, contact your helpdesk.”

My first instinct when I receive a message like this is to check services. Yes, as I suspected, upon viewing my primary Exchange server services, the Microsoft Exchange Server Information Store Service was not started. I started the service manually, logged into OWA again, and found I could now completely log in and see my OWA inbox.

Once inside the administrator’s mailbox, you can manage the organization by clicking on the Options drop-down in the upper right-hand corner, and then on “See all options…”

ManageOptions
Now that you’ve clicked into all of the options, you will want to change the Mail > Options: “Manage Myself” drop-down to “My Organization”. You are now in the Exchange Management Console.EMC

Once inside the EMC you have the following Options:

  1. Users and Groups – contains Mailboxes, Distribution Groups, and External Contacts
  2. Roles and Auditing – contains Administrator Roles, User Roles, and Auditing. There are some nice Auditing controls available here including * Run a non-owner mailbox access report… * Run a litigation hold report… * Run an administrator role group report… * Export Mailbox Audit Logs… * Export the Administrator Audit Log…
  3. Mail Control – contains Rules, Journaling, and Delivery Reports
  4. Phone and Voice – contains ActiveSync Access (Quarantined Devices and Device Access Rules); and ActiveSync Device Policy
Take note that Multi Mailbox Search (which is under mail control in RTM). RVAC, even the admin is not able to see the Multi Mailbox Search; you have the add the administrator into the Discovery Management Role Group. Once added to that group, you will see MultiMailbox search in the Administrators EMC.

 

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010 – The Exchange Management Console and Shell – Part 7

* There are 3 tools for managing Exchange. 1. The Exchange Management Console, 2. The Exchange Management Shell, and, 3. The Exchange Control Panel, which is accessed through Outlook Web App (OWA)

* We will first look at the use of the EMC and explore its various nodes, panes, and actions we can perform

* Then we’ll look at the purpose of PowerShell and the EMS, focusing on how commands are formed using cmdlets and how they are made more complex and useful through pipe-lining.

The EMC has 4 primary interface elements:

  1. Console Tree
  2. Result Pane
  3. Work Pane
  4. Action Pane
The EMC is based on MS MMC 3.0 and the GUI version used for Exchange.
Organization Configuration
Server Configuration
Recipient Configuration
Under Server Configuration, when you click on Mailbox, Client Access or Hub Transport, you’ll notice that there are two middle panes. A results pane and a work pane.
The Actions pane can be turned off by clicking Show/Hide the action pane button on the toolbar. When you turn it off, you can still perform functions by right-clicking on objects.
One thing to note in the Console Tree is that you have by default the “Microsoft Exchange on-Premises.” It is designed so that you can manage Exchange Servers in the cloud.
The Exchange Management Shell is a requirement for Exchange Administrators (and there are questions about it in exams). Learning PowerShell is not an option, it is a necessity.
The EMS is built upon PowerShell (PS)
  • PS is both a command-line tool and a scripting platform.
  • Exchange 2010 requires PowerShell v2.
  • PowerShell commands are built using cmdlets
  • Through PowerShell commands, you can manage EVERY aspect of Exchange, whereas the EMC you can manage ALMOST every aspect of Exchange
Local Shell and Remote Shell
  • The EMC allows you to make configuration changes to the Organization or to individual Servers. In Exchange 2007, you could only run the POwerShell compone3nts on the local machine.
  • With Exchange 2010 you can connect to a remote session on a remote Exchange 2010 system.
  • When you open the EMS it connects to the closest exchange session
  • you cannot connect remotely to an Edge Transport Server
  • Remote Sessions are created using the New-PSSession and Import-PSSession cmdlets
What are CMDLETS?
  • Simple verb-noun structure
  • Common verbs are : Get, Set, Remove, Test, Enable, Disable, Install, Uninstall, New and Move
  • Pipelines | help to string cmdlets together
  • Examples:
  • Get-Mailbox
  • Get-MailboxStatistics <Mailbox>
  • Get-Mailbox -OrganizationalUnit Sales
  • Get-Mailbox | Set-Mailbox -prohibitsendquota 500MB (this will take every mailbox in the organzation and set the prohibit send quota to 500MB – manually would take forever!
The Exchange Management Shell contains modules we need. You can import them into PowerShell, but the EMS already is loaded.
Try for example:
>get-excommand – quite a number of different cmdlets! To investigate how to use one of these commands?
>get-help test-systemhealth
This outputs
Name:
Synopsis:
Syntax: (might want to port out to txt and print)
Description:
Related Links:
Remarks: (Examples)
>Get-Service -> shows all the services running on our system
>Get-Mailbox ->  shows all the mailboxes on the server – names, where they reside, quota.
To narrow down to the sales org unit use:
>get-mailbox – OrganizationalUnit Sales
>Get-MailboxStatistics jason.coltrin
shows last login time, storage stats, etc
>get-mailbox -OrganizationalUnit Sales | Set-Mailbox -ProhibitSendQuota 500MB
To give a number of users mailbox with one line of code you can do the following:
Andy Grogan created a script to create (fake) users on a domain. You can create several hundred users.
Go to UserTools, and you can see a .csv file which contains basic info for creating users. You can change these, and use your real names and create an entire domain of your users.
The script will create an Organizational Unit called “Exchange Users”
You can download the script here:
and here is a screenshot of the script and .csv files:
Click image to enlarge
Run the powershell script within powershell, and you should see the users scroll down the screen as they are created.
Now that the users have been created, go to your Mailbox server and go to Organization Configuration -> Mailbox -> “MailboxDatabase” is the database where we will be placing our new users. We will use the ExchangeUsers OU to help build mailboxes for our lab users.
Under Recipient Configuration, we do not yet have users listed. We do not have mailboxes for them.
Go to the EMS and type in the following command:
> get-user -OrganizationalUnit ExchangeUsers | where-object{$_.RecipientType -eq “User”} | Enable-Mailbox -Database “MailboxDatabase”
Now that your users have been given mailboxes, goto OWA at https://yourdomain/owa , log in as one of the users and test sending/receiving to the administrator.

Configuring SonicWall TZ210 and XP/Vista/7 client with RDP passthrough

Clients on your network may wish to work from home. While there are alternatives like GoToMyPC or LogMeIn, this is a free alternative. You will need spare public IP addresses that you can configure your domain’s DNS and your SonicWall to allow RDP traffic to clients on your LAN.

1. Ensure the client has RDP enabled. On the Windows PC, go to System Settings and then the Remote tab and make sure “any RDP client” is allowed access. Some of your clients may be using Macs and do not use Windows RDP clients. Also, it’s best to narrow down access to only particular user accounts (the user and administrator). Once RDP is enabled be sure to test connecting from a different client within your Local Area Network. If you can’t RDP into the client from within your LAN, you sure won’t be able to get to the machine remotely!

2. Go to your Domain Registrar and setup a sub domain for your user. In this example, I’m using my.1and1.com. Once logged in, click on “Domains”, then click on “New” and then “Subdomain”. Give the subdomain a friendly name. In this case I am using Julie.domainname.com. Once the subdomain has been added, place a checkmark next to the new subdomain, and then click on the DNS button dropdown and click Edit. Under Advanced DNS Settings -> IP Address (A-Record) : Change the radio button to “Other IP Addresses”. Enter in the Public IP address you want specified for the client. Make sure you record the IP address, because we will be using it again soon on the SonicWALL. As far as DNS replication is concerned, I’ve found that it takes place pretty quickly, if not 5 to 10 minutes for the new address to be resolved.

click image to enlarge

 

 

 

 

 

 

 

 

 

 

 

 

3. You should now see the entry along with the rest of your domain’s records. That should take care of the external DNS side of things.

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4. Now log into your SonicWALL and browse to Network -> Address Objects. Here we will create two new address objects. “Username_Computer Private”, and “Username_Computer Public”. Click on the Add… button.

— For Username_Computer Private use:

Name: Username_Computer Private

Zone Assignment: LAN

Type: Host

IP Address: (Internal IP Address 192.168…..)

— Click the Add… button again for Username_Computer Public:

Name: Username_Computer Private

Zone Assignment: WAN

Type: Host

IP Address: (External IP address you created in your Domain’s registrar)

5. Now that the Address Objects have been created, we can move on to Services. On the sonicwall, browse to Network -> Services.

Click on Add Group. In the Name field, type in “Username Computer Services”. Then find Terminal Services in the list on the left side of the screen, and add it to the right-hand pane and click OK. That’s it for this part.

6. Now we are going to add NAT policies for our Network. Browse to Network -> NAT Policies.

First we are going to want to add a Loopback policy which should look like the following:

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Be sure to add a comment “Loopback for Username_Computer”

Next, we’ll add Private to Public Translation which will look like the following. Make sure your Outbound interface is your WAN interface, typically X1:

click image to enlarge

 

 

 

 

 

 

 

 

 

 

 

 

Next we’re going to do Public to Private Translation:

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7. Lastly, we’re going to configure the firewall to allow traffic. Go to Firewall – Access Rules -> WAN to LAN which should have the following settings:

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Action: Allow

From Zone: WAN

To Zone: LAN

Services: Username_Computer Services

Source: ANY

Destination: Username_Computer Public

Users allowed: All

Schedule: Always On

 

That should do it! You can now test by trying to RDP from any computer using the friendly subdomain name you setup with your domain’s registrar. If you are prompted for a username and password, your subdomain name and firewall are configured correctly.

Perhaps you may want to email your users the following instructions to assist them in connecting to their PC at work:

Greetings, you now have the ability to access your work PC from home. Before you try connecting for the first time, make sure you have the following:
1. A stable DSL, Cable, WiFi, Satellite, or 3G/4G internet connection (no dial-up).
2. A PC running at least: Windows XP with Service Pack 2 or Service Pack 3, Windows Vista, or Windows 7. To find the RDP client on a Windows PC, go to the Start button, then Programs, Accessories, Remote Desktop Connection.
3. A Mac with at least OSX and a Terminal Services (RDP) client. There are some free RDP clients like CoRD, or TSclientX that you can download and install on your Mac.
4. Up-to-date Anti-Virus protection.
If you’re going to access your work PC from your home PC, you will need to start up an RDP client on your home PC. Type in the friendly name for the PC at work for the “computer” name (give the user their friendly name somewhere in the email). For example, Scott would start an RDP session at home and use “Scott.DomainName.com” (without quotes) as the name of the computer he’s connecting into. When you’re prompted for your username and password, put in the domain name followed by a backslash and your username. In Scott’s case, the username is: DomainNameScottH. Then type in your password and click the Connect button. You may be prompted to login again. Simply login again using the same credentials you would normally use, as if you are sitting in front of your PC at work.
In our experience, there are some things to look out for when using Terminal Services:
1. You should only print to the printers connected to your PC at work. Trying to print to your printer at home may or may not work, and trying to do so may cause your session to hang or disconnect. If you have to print to your printer at home, you may want to email yourself the file. Also, trying to transfer files to and from your Home PC or Mac with your Work PC is slow and cumbersome. It’s best to leave work files on your PC at work.
2. Your session should stay active for long periods of time. If you are consistently losing your connection, you may need to speak to your ISP to see if there are interruptions in your service.
3. You can only RDP into your PC at work if it is powered up. PC’s at work that are set to sleep, hibernate, or shut down after a period of inactivity may not be accessible. If you plan on using your work PC from home, make sure it’s powered up and not set to automatically shutdown/sleep/hibernate.
“The Management”

 

 

Exchange 2010 SP1 Installation – Part 6

Exchange 2010 SP1

Exchange Team Points For Deployment Prepraration

The installation of SP1 can be very frustrating, despite it’s great features. There is always some side-IIS elements that were not installed, and they need to be installed before you can move forward. The hotfixes are the key. When you start with an OS, e.g. Server 2008 R2, make sure you first have all of the OS updates installed. Visit Windows Updates and make sure you install any that are available. Then you want to visit the Microsoft Exchange Team site and find all the hot fixes for your Exchange 2010 installation. Make sure all of those hot fixes are installed as well. Then, even though you can install roles and features with checkboxes, it’s better to use the import-modules servermanager commandlet with PowerShell and copy the text for installing roles and features.

Do a google search for “Install Exchange 2010 SP1” and go to the EHLO blog. http://blogs.technet.com/b/exchange/archive/2010/09/01/3410888.aspx

Go to the Upgrade order if you’re going to upgrade from 2007.

Use the Matrix of Updates Required chart. Use the chart and don’t just go with what the Exchange installer tells you. You don’t want to miss one; you may be shown that you finished completely, but end up having to go back to ADSI edit etc. So make sure you have the hotfixes based off the chart.

In my case, all of the updates in the matrix were not required by my system, and the SP1 install went well with my latest install. After the SP1 install, it’s a good idea to install the update roll-up #5 released by Microsoft here:

http://www.microsoft.com/download/en/details.aspx?id=22090

After the update roll-up has been installed, be sure to check Windows Update a few times to ensure you have the latest patches and updates.

After SP1 is installed, and the updates have been installed as well, open up the Exchange console, click on the Organization Configuration, and then Mailbox, and you should see two new Retention tabs:

ExchangeSP1
Click image to enlarge

 

 

 

 

 

 

 

 

 

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010 Installation Part 5

Absolute Necessities for Exchange 2010

  • You need an Active Directory Domain in place
  • You need a solid DNS infrastructure
  • You can technically install Exchange 2010 on a server that is your Active Directory Server and your DNS server (case in point, Small Business Server)

Typical or Custom Installations:

Exchange 2010 can be deployed through either a Typical or a Custom Installation

1. Typical: will install the Hub Transport, Client Access and Mailbox Server roles

2. Custom: You can install one server type, or some, or all of the roles

  • If you install the Edge Transport (greys out other roles), you cannot install other roles. Can only exist on a DMZ
  • If you are installing one of the other roles, you can combine them together (you may install them on separate servers all together.)
  • You don’t need the Unified Messaging Server role in order for your organization to function. The same with the Edge Transport server, not required but is recommended by Microsoft to provide better protection for Exchange.

The installation itself is fairly typical, and if your prerequisites have been installed you should not encounter any errors.

After installation, if your Exchange server is not licensed, you will have approximately 120 days to activate or license the server.

Be sure to check for critical updates for your exchange server after installation. If you don’t see any updates for exchange in Windows Update, even after a reboot, you may need to start the Exchange Setup.exe Installer again, and click on “Step 5: Get critical updates for Microsoft Exchange”. This is the only way I could force Windows/Exchange to find new updates, for example Exchange Update Rollup 5 for Exchange Server 2010 KB2407113.

 

Exchange Updates
Click Image to Enlarge

 

 

 

 

 

 

 

 

 

Everything we need installed for a working Exchange environment has been accomplished.

When starting the Exchange 2010 Management Console, we are not simply opening it for this server, but for our Exchange Organziation. Whether on a single server, or a multitude of servers, the console will manage the entire Exchange Organization system.

For the Edge Transport Server

We will install Active Directory Lightweight Directory Services. Even though the Edge Transport Server is not a part of the AD (for our own safety) it still requires a directory to work with. We can install it via the GUI, or through the PowerShell.

For the Edge Transport server, we will use the code:

> import-module servermanager

> Add-WindowsFeature NET-Framework, RSAT-ADDS, ADLDS -Restart

When running the command you may receive the following result error:

PS C:UsersAdministrator> Add-WindowsFeature NET-Framwork,RSAT-ADDS,ADLDS -Restart
Add-WindowsFeature : ArgumentNotValid: Invalid role, role service, or feature: 'NET-Framwork'. The name was not found.
At line:1 char:19
+ Add-WindowsFeature <<<<  NET-Framwork,RSAT-ADDS,ADLDS -Restart
    + CategoryInfo          : InvalidData: (:) [Add-WindowsFeature], Exception
    + FullyQualifiedErrorId : NameDoesNotExist,Microsoft.Windows.ServerManager.Commands.AddWindowsFeatureCommand

Success Restart Needed Exit Code Feature Result
------- -------------- --------- --------------
False   No             Invali... {}

If you receive this error, it means that the prerequisite, .NET Framework 3.5.1 is required. See screenshot below. An easy way to install the prerequisite is to use the GUI role installation feature, which will prompt you to install the framework. Be sure to apply all critical updates and service packs to .NET prior completing the installation of Lightweight Directory Services; remember, this is your public-facing computer.

Click image to enlarge

 

 

 

 

 

 

Once .NET and the rest of the Edge Transport role is installed, you’ve rebooted, updated and have rebooted again, now would be a good time to backup the Edge Transport server with either a bare metal/VM system snapshot. Although snapshots are beneficial, an Edge Transport XML export/backup should be performed as well on a regular basis. I exported my first as Edge_BaselineXML.

A very useful article on backing up and restoring the Edge Transport Server can be found here: http://exchangeserverpro.com/exchange-2010-edge-transport-server-backup-and-recovery

Note: The Windows Backup feature is not installed by default on a newly installed Server2008 R2 installation. You can quickly install the backup feature at the powershell using the following two commands:

> import-module servermanager

> add-WindowsFeature backup

When logging into the Edge Server, and launching the Management Console, I encountered the following error:

[ERROR] Provisioning layer initialization failed: ‘Active Directory error 0x8007052E occurred while searching for domain controllers in domain

The problem was that I had logged into the local machine only and not the domain, and when trying to run the console, it was not logged in as a domain user. I logged off, logged back in as DOMAINAdministrator, and then found the Management Console to work correctly and identify my machine as an Edge Transport Server.

Another error I hit was the following:

The following error occurred when searching for On-Premises Exchange Server:

The term ‘C:Program FilesMicrosoftExchange Server V14BinConnectFunctions.ps1′ is not recongnized as the name of a cmdlet, function, script files, or operable program. Check the spelling of the name, or if a path was included, verify that the path is correct and try again. It was running the command’. ‘C:Program FilesMicrosoftExchange ServerV14BinConnectFunctions.ps1’

(Click here to retry)

By following the workaround here: http://blogs.technet.com/b/nawar/archive/2010/09/03/exchange-management-shell-ems-missing-after-applying-exchange-2010-sp1.aspx I was able to continue with the configuration and open up the Exchange Console. However, all roles were available, which is incorrect. We should only see the Edge Transport role. After re-installing only the Edge Transport Role through the Exchange Setup, I now have the Edge Transport Role up and running. The Exchange Management Console should show only the Edge Transport Role on the Edge Transport server itself.

Click Image to Enlarge

 

 

 

 

 

This makes it clear what we’re working on. We’re on an Edge Transport server and that is all we can work on.

At this point we now have the ability to send mail internally from one mailbox to another. We do not have the ability to send email to the internet or from the internet because we have not configured DNS, or our Send/Receive connectors. We will save these tasks for a different post.

 

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010 Installation Part 5

Absolute Necessities for Exchange 2010

  • You need an Active Directory Domain in place
  • You need a solid DNS infrastructure
  • You can technically install Exchange 2010 on a server that is your Active Directory Server and your DNS server (case in point, Small Business Server)

Typical or Custom Installations:

Exchange 2010 can be deployed through either a Typical or a Custom Installation

1. Typical: will install the Hub Transport, Client Access and Mailbox Server roles

2. Custom: You can install one server type, or some, or all of the roles

  • If you install the Edge Transport (greys out other roles), you cannot install other roles. Can only exist on a DMZ
  • If you are installing one of the other roles, you can combine them together (you may install them on separate servers all together.)
  • You don’t need the Unified Messaging Server role in order for your organization to function. The same with the Edge Transport server, not required but is recommended by Microsoft to provide better protection for Exchange.

The installation itself is fairly typical, and if your prerequisites have been installed you should not encounter any errors.

After installation, if your Exchange server is not licensed, you will have approximately 120 days to activate or license the server.

Be sure to check for critical updates for your exchange server after installation. If you don’t see any updates for exchange in Windows Update, even after a reboot, you may need to start the Exchange Setup.exe Installer again, and click on “Step 5: Get critical updates for Microsoft Exchange”. This is the only way I could force Windows/Exchange to find new updates, for example Exchange Update Rollup 5 for Exchange Server 2010 KB2407113.

 

Exchange Updates
Click Image to Enlarge

 

 

 

 

 

 

 

 

 

Everything we need installed for a working Exchange environment has been accomplished.

When starting the Exchange 2010 Management Console, we are not simply opening it for this server, but for our Exchange Organziation. Whether on a single server, or a multitude of servers, the console will manage the entire Exchange Organization system.

For the Edge Transport Server

We will install Active Directory Lightweight Directory Services. Even though the Edge Transport Server is not a part of the AD (for our own safety) it still requires a directory to work with. We can install it via the GUI, or through the PowerShell.

For the Edge Transport server, we will use the code:

> import-module servermanager

> Add-WindowsFeature NET-Framework, RSAT-ADDS, ADLDS -Restart

When running the command you may receive the following result error:

PS C:UsersAdministrator> Add-WindowsFeature NET-Framwork,RSAT-ADDS,ADLDS -Restart
Add-WindowsFeature : ArgumentNotValid: Invalid role, role service, or feature: 'NET-Framwork'. The name was not found.
At line:1 char:19
+ Add-WindowsFeature <<<<  NET-Framwork,RSAT-ADDS,ADLDS -Restart
    + CategoryInfo          : InvalidData: (:) [Add-WindowsFeature], Exception
    + FullyQualifiedErrorId : NameDoesNotExist,Microsoft.Windows.ServerManager.Commands.AddWindowsFeatureCommand

Success Restart Needed Exit Code Feature Result
------- -------------- --------- --------------
False   No             Invali... {}

If you receive this error, it means that the prerequisite, .NET Framework 3.5.1 is required. See screenshot below. An easy way to install the prerequisite is to use the GUI role installation feature, which will prompt you to install the framework. Be sure to apply all critical updates and service packs to .NET prior completing the installation of Lightweight Directory Services; remember, this is your public-facing computer.

Click image to enlarge

 

 

 

 

 

 

Once .NET and the rest of the Edge Transport role is installed, you’ve rebooted, updated and have rebooted again, now would be a good time to backup the Edge Transport server with either a bare metal/VM system snapshot. Although snapshots are beneficial, an Edge Transport XML export/backup should be performed as well on a regular basis. I exported my first as Edge_BaselineXML.

A very useful article on backing up and restoring the Edge Transport Server can be found here: http://exchangeserverpro.com/exchange-2010-edge-transport-server-backup-and-recovery

Note: The Windows Backup feature is not installed by default on a newly installed Server2008 R2 installation. You can quickly install the backup feature at the powershell using the following two commands:

> import-module servermanager

> add-WindowsFeature backup

When logging into the Edge Server, and launching the Management Console, I encountered the following error:

[ERROR] Provisioning layer initialization failed: ‘Active Directory error 0x8007052E occurred while searching for domain controllers in domain

The problem was that I had logged into the local machine only and not the domain, and when trying to run the console, it was not logged in as a domain user. I logged off, logged back in as DOMAINAdministrator, and then found the Management Console to work correctly and identify my machine as an Edge Transport Server.

Another error I hit was the following:

The following error occurred when searching for On-Premises Exchange Server:

The term ‘C:Program FilesMicrosoftExchange Server V14BinConnectFunctions.ps1′ is not recongnized as the name of a cmdlet, function, script files, or operable program. Check the spelling of the name, or if a path was included, verify that the path is correct and try again. It was running the command’. ‘C:Program FilesMicrosoftExchange ServerV14BinConnectFunctions.ps1’

(Click here to retry)

By following the workaround here: http://blogs.technet.com/b/nawar/archive/2010/09/03/exchange-management-shell-ems-missing-after-applying-exchange-2010-sp1.aspx I was able to continue with the configuration and open up the Exchange Console. However, all roles were available, which is incorrect. We should only see the Edge Transport role. After re-installing only the Edge Transport Role through the Exchange Setup, I now have the Edge Transport Role up and running. The Exchange Management Console should show only the Edge Transport Role on the Edge Transport server itself.

Click Image to Enlarge

 

 

 

 

 

This makes it clear what we’re working on. We’re on an Edge Transport server and that is all we can work on.

At this point we now have the ability to send mail internally from one mailbox to another. We do not have the ability to send email to the internet or from the internet because we have not configured DNS, or our Send/Receive connectors. We will save these tasks for a different post.

 

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010 Installation Part 4

Updating Your AD Schema and Preparing the Domain.

What is the AD Schema?

* Consider it like the blueprint for all your objects and attributes within AD.

Do you need to update the schema?

* Not in smaller environments (unless it is a policy) because it will occur automatically if you install Exchange with an account that has permissions to prepare AD and the domain.

We prepare ahead of time from the command line the commands are:

-Setup /PrepareLegacyExchangePermissions (or setup /pl)

-Setup /PrepareSchema (or setup /ps) ( this will also do legacyexchangepermissions)

-Setup /PrepareAD (or setup /p) ( this will also do schema and legacy)

 

Make sure you’re in enterprise admin group and for schema, schema admin group.

How do you prepare the domain?

* From the command line the commands are:

– setup /PrepareDomain (or setup /pd)

– Setup /PrepareDomain:<DomainFQDN>(or setup /pd:<FQDN)

– Setup /PrepareAllDomains (or setup /pad)

You can confirm that these commands completed successfully by looking for the organizational unit called Microsoft exchange security groups (10-11 security groups created).

Give this time to replicate throughout the organization.

I ran:

D:> setup /PrepareAD /OrganizationName: jasoncoltrin

You can cancel the setup.

You can co-exist with an existing 2007 environment. So you can be running Exchange 2007 and 2010 at the same time. However, you cannot install/run Exchange 2007 after 2010 is installed first.

Once this finishes, you will run

D: setup /PrepareDomain

That’s it, your environment is now ready to install the Exchange 2010 system in your domain.

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

Exchange 2010 and Server 2008 R2 Prerequisites Installation Part 3

Server 2008 R2 Prerequisites Installation:

This sub-section will guide you to prepare your Active Directory and Domain environment.

1. To perform this tasks we need an User ID with Schema AdminsDomain Admins and Enterprise Admins group membership.

2. In the Active Directory Domain Server run the following command

Go to StartRunServerManagerCmd -i RSAT-ADDS .This command will install the Active Directory management tools.

3. In the Active Directory Domain Server run the following command.

setup /PrepareAD /OrganizationName: or setup /p /on:

Note: In this command is a variable this will vary according to your environment Ex: setup /PrepareAD /OrganizationName:jasoncoltrin. Before run this command browse to Exchange 2010 binaries path or include the Exchange binaries path Ex: “M:Setup.com /PrepareAD /OrganizationName:jasoncoltrin”

  1. For Hub Transport and Mailbox servers install the MS Filter Pack. The filterpack can be found here: http://www.microsoft.com/downloads/en/details.aspx?familyid=60c92a37-719c-4077-b5c6-cac34f4227cc&displaylang=en . Be sure to install the 64bit version. Run the setup wizard, and complete the install. *Note: On Exchange 2010 RTM, you can meet the prerequisite by installing 2007 Office System Converter: Microsoft Filter Pack. However, MS recommends that you upgrade to the Microsoft Office 2010 Filter Packs.
  2. In the PowerShell, type Import-Module ServerManager – Open powershell. type in import-module servermanager.
  3. Use the Add-WindowsFeature cmdlet to type (in actuality it’s much easier to install the features throught the PowerShell). Go to TechNet page here: http://technet.microsoft.com/en-us/library/bb691354.aspx and find the bullet that lists: “Install the Windows Server 2008 R2 operating system prerequisites”. Below is the command:
    Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,RPC-Over-HTTP-Proxy,Desktop-Experience -Restart

    Prerequisites_Install_Progress
    Click to enlarge image
    * As an alternative you can run the script from the Scripts folder on the Exchange DVD. Go to Start | Run | cmd | Browse to Exchange 2010 Binaries Scripts folder by using cd Scripts command | Run ServerManagerCmd -ip Exchange-Typical.xml –RestartNote: This command should be run from Scripts directory of Exchange 2010 DVD *Note: it’s a good idea to extract the Exchange 2010 binaries to a folder off of your C: drive (something like c:exch2k10, so that it’s easier to find the “Scripts” folder.)
  4. Note: If you aren’t using the UM role you can remove Desktop-Experience. Conclude after the restart by configuring the TCP Port Service to start automatically using (only CAS roles):
    From the PowerShell, execute the command: Set-Service NetTcpPortSharing -StartupType Automatic

This prerequisites guide is not exhaustive, but you should now have all the prerequisites to installing Exchange 2010. Please let me know if you find any other prerequisites missing.

A great installation guide can be found here as well:

http://muc-ug.org.in/index.php/articles/exchange-2010/109-installing-exchange-server-2010.html

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series, as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com

 

Exchange 2010 Installation Considerations Part 2

More requirements for Exchange 2010:

Your Forest is required to be running at Server 2008 R2 Forest Functional Level.

x64 based hardware is required.

There is no in-place upgrade for Exchange 2007 to 2010.

It’s always important to map out your network prior to installing servers.

Consider your existing infrastructure and the needs of the company.

Discuss your design and deployment goals for using Exchange 2010.

Review the order of your deployments and consider the physical network layout and network connection speeds.

The following table shows minimum CPU core requirements for Exchange 2010 components:

Exchange2010_Cores
Click image to enlarge

The following table shows the minimum memory requirements for Exchange 2010:

Exchange2010_Memory
Click Image to Enlarge

Exchange Server 2010 is available in two different editions: Standard and Enterprise

The edition is determined by the product key, however, when installing as a trial version it will be running as Enterprise Edition.

The Exchange Management tools can run on Windows 7, Windows Vista with Service Pack 2, Server 2008 SP2, Windows Server 2008 R2.

Standard Edition – Limited to 5 Databases per server

Enterprise Edition – Can run up to 100 databases per server (previous editions both standard and enterprise allow database availability groups (High Availability) but require cluster which require Enterprise Edition of Server 2008 Enterprise.

Client Access Licensing (CAL’s) also come with both Standard and Enterprise versions. Sometimes the type of license will limit clients. For example, mobile devices without the correct license may not be able to use certain features.

Prerequisites: Use the powershell commandlet or Server Roles and Features to install prerequisites. Different Exchange roles will have certain requirements. Eg. the UM role requires the Desktop Experience feature installed.

 

More Hardware Requirements:

Processor(s): x64 Intel or AMD

Memory: can change due to different role being installed, but typically 4GB min per server. If combining roles, 8GB. Add 2-10MB memory per mailbox. The maximum memory for a Mailbox role is 64GB

Disk Space: For the Mailbox Role, you will need a minimum of 1.2GB to install Exchange.

Server OS: Server 2008 or Server 2008 R2

Prerequisites for Server 2008 SP2

  1. .NET Framework 3.5 SP1
  2. Install the .NET Framework 3.5 Family Update
  3. Windows Remote Management (WinRM) 2.0 here: http://support.microsoft.com/kb/968929
  4. PowerShell v2
  5. For Hub Transport and MailBox servers, install the MS Filter Pack. *Note: On Exchange 2010 RTM, you can meet the prerequisite by installing 2007 Office System Converter: Microsoft Filter Pack. However, MS recommends that you upgrade to the Microsoft Office 2010 Filter Packs.
  6. From an elevated command prompt, from the Scripts folder, issue the following commands:
  • Sc config NetTCPPortSharing start auto
  • ServerMangerCmd -ip Exchange-Typical.xml -Restart

7.  With the Unified Messaging role type:

  • ServerManagerCmd -i Desktop-Experience

Some useful tools in the scoping and stress testing of Exchange are:

1. Risk and Health Assessment Program for Exchange Server (ExRAP) – Scoping Tool v1.5 http://www.microsoft.com/download/en/details.aspx?id=20857

2. Planning and deployment guide: http://technet.microsoft.com/en-us/library/aa995902.aspx *Especially the Mailbox Server Storage Design

3. Install and run Jetstress on your hardware prior to deployment

The documentation for the Exchange Server 2010 version of Jetstress is available on TechNet at the following location.

http://technet.microsoft.com/en-us/library/ff706601.aspx

 

Version Build Usage Link
14.01.0225.017 32 bit
  • Exchange 2003[1]
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=6c9c1180-4dd8-49c4-85fe-ca1cdcb2453c&displayLang=us
14.01.0225.017 64 bit
  • Exchange 2007
  • Exchange 2010
http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=13267027-8120-48ed-931b-29eb0aa52aa6

Table 1 – Jetstress version and download table



[1] Refer to Appendix D – Exchange 2003 for information on configuring Jetstress 14.01.225.x for Exchange 2003

 

 

 

A good majority of the content provided in my Blog’s Exchange series is derived from J. Peter Bruzzese’ excellent Train Signals Exchange Server 2010 Video Disk Series as well as my own Exchange 2010 lab. Trainsignal.com is an invaluable source for accurate, easy to understand, IT information and training. http://www.trainsignal.com