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Exchange Server 2010 : Upgrading from and Coexisting with Exchange Server 2007 (part 2) - Upgrading Message Connectivity From Exchange Server 2007

12/29/2010 9:40:23 AM

5. Upgrading Message Connectivity From Exchange Server 2007

Although both Exchange Server 2007 and Exchange Server 2010 use least cost routing, and use Active Directory sites for internal message routing, there are considerations for upgrading to Exchange Server 2010.

Because of the Exchange Server Object (XSO) model changes in Exchange Server 2010, Exchange Server 2007 Mailbox servers can't communicate with Exchange Server 2010 Hub Transport servers. Conversely, Exchange Server 2010 Mailbox servers can't pick up messages from or deliver messages to Exchange Server 2007 Hub Transport servers. Thus you must maintain both versions of Hub Transport servers in any site with both Exchange Server 2007 and Exchange Server 2010 mailboxes. Between sites, SMTP traffic is the same as it was in Exchange Server 2007; the Hub Transport server simply relays the messages to a Hub Transport server in the remote site.

A feature called versioned routing has been introduced in Exchange 2010 to support message flow between Exchange Server 2007 and Exchange Server 2010. Versioned routing enables the routing engine to check the version of a mailbox's home server, along with its Active Directory site. Messages are then transferred to a Hub Transport server matching the version of the mailbox server. In a mixed Exchange Server 2007 and Exchange Server 2010 environment, routing is now dependent on both Active Directory sites and the Exchange versions in play.

5.1. Transport Rule Migration

Transport rules are saved in a different Active Directory location for Exchange Server 2010 than in Exchange Server 2007. Exchange Server 2007 stored rules in CN=Transport, CN=Rules, CN=Transport Settings, CN=<org name>, CN=Microsoft Exchange, CN=Services. In Exchange Server 2010 they are stored at CN=TransportVersioned, CN=Rules, CN=Transport Settings, CN=<org name>, CN=Microsoft Exchange, CN=Services.

5.1.1. Automatic Transport Rule Migration

When the Exchange Server 2010 Hub Transport role is installed, the Exchange Server 2007 transport rules are automatically exported and imported to the Exchange Server 2010 transport rule container, provided that there are no existing Exchange Server 2007 transport rules (this is what typically happens when the first Exchange Server 2010 Hub Transport computer is introduced). Exchange setup performs the following procedure:

  1. Exchange setup queries Active Directory for existing Exchange Server 2010 transport rules by looking for the TransportVersioned container. This is done because the exporting of Exchange Server 2007 rules and subsequent import to Exchange Server 2010 will overwrite existing Exchange Server 2010 rules. If Exchange Server 2010 transport rules exist, Exchange Setup does nothing further with transport rules.

  2. If there are no Exchange Server 2010 transport rules, Exchange setup queries Active Directory for Exchange Server 2007 transport rules (checking for the transport container).

  3. If there are existing Exchange Server 2007 transport rules, Exchange setup migrates all Exchange Server 2007 transport rules to Exchange Server 2010 (assuming no Exchange Server 2010 transport rules exist) as follows:

    1. The legacy transport rules are exported from the Transport container in Active Directory to a temporary XML file (temp.xml) with the Export-TransportRuleCollection cmdlet.

    2. The legacy transport rules are then imported from the temporary XML file to the Active Directory TransportVersioned container with the Import-TransportRuleCollection cmdlet.

    3. After the import completes successfully, Exchange setup deletes the temp.xml file.

5.1.2. Manual Transport Rule Migration

After transport rules have been created with Exchange Server 2010, they must be migrated to and from Exchange Server 2007 manually with the Export-TransportRuleCollection and Import-TransportRuleCollection cmdlets. Importing the Exchange Server 2010 transport rule set to Exchange Server 2007 will overwrite any existing Exchange Server 2007 rules. Importing Exchange Server 2007 transport rules to Exchange Server 2010 will also overwrite any existing Exchange Server 2010 rules, unless a rule has any Exchange Server 2010–specific predicates or actions, in which case the rule will be left untouched.

These cmdlets must be run from Exchange Server 2010. When running the Export-TransportRuleCollection cmdlet to export Exchange Server 2010 rules for import to Exchange Server 2007, you must use the –ExportLegacyRules parameter. Any Exchange Server 2010–specific predicates or actions that have been defined on the Exchange Server 2010 rules will then be stripped out of the export file automatically.

5.2. Upgrading Edge Transport

One of the improvements of the Exchange Server 2010 Edge Transport role in Exchange Server 2010 over Exchange Server 2007 is the introduction of incremental EdgeSync synchronization. We will cover the considerations for upgrading Edge Transport from Exchange Server 2007 to Exchange Server 2010 here.

If you have Exchange Server 2007 Edge Transport servers, you should introduce Exchange Server 2010 Hub Transport into your environment before adding Exchange Server 2010 Edge Transport. As soon as the Exchange Server 2010 Hub Transport server is introduced to the Internet-facing site, it will take over edge synchronization. However, because the Edge Transport server is still running Exchange 2007 SP2, the Exchange 2010 Hub Transport server won't perform incremental EdgeSync synchronization, but instead will replicate the full EdgeSync data on each cycle, similar to an Exchange Server 2007 Hub Transport server. SMTP message flow will continue through the Exchange Server 2007 Hub Transport server, as shown in Figure 4.

Figure 4. Exchange Server 2007 Edge Transport with Exchange Server 2007 and Exchange Server 2010 Hub Transport computers


After all your Exchange Server 2010 Hub Transport servers have been introduced, re-subscribe your Exchange 2007 Edge Transport server to your Active Directory site. This adds your Exchange 2010 Hub Transport servers to the Edge Subscription as source servers, as shown in Figure 5.

Figure 5. Re-subscribing Exchange Server 2007 EdgeSync to add Exchange Server 2010 Hub Transport servers


Next, you introduce your first Exchange Server 2010 Edge Transport server to the perimeter network and subscribe it to your Active Directory site. The Exchange Server 2010 Hub Transport server will then begin incremental updates to the Exchange Server 2010 Edge Transport server, as shown in Figure 6.

Figure 6. Introducing Exchange Server 2010 Edge Transport


Finally, you remove the Exchange Server 2007 Edge Subscription, and then decommission your Exchange Server 2007 Edge Transport server as shown in Figure 7. When all mailboxes have been moved to Exchange Server 2010, your Exchange Server 2007 Hub Transports can then be removed.

Figure 7. Decommissioning your Exchange Server 2007 Edge Transport servers


5.3. Maintaining DSN Settings in a Mixed Environment

In Exchange Server 2007, Delivery Status Notification (DSN) settings were configured on a per-server basis; in Exchange Server 2010 DSN settings are configured for your entire Exchange organization. As a result, like transport rules, these settings are stored in different locations in Active Directory for Exchange Server 2007 as opposed to Exchange Server 2010 and need to be managed separately in a coexistence scenario.

The following settings are now configured using the Set-TransportConfig cmdlet in Exchange Server 2010; in Exchange Server 2007, these were set using the Set-TransportServer cmdlet:

  • ExternalDelayDsnEnabled

  • ExternalDsnDefaultLanguage

  • ExternalDsnLanguageDetectionEnabled

  • ExternalDsnMaxMessageAttachSize

  • ExternalDsnReportingAuthority

  • ExternalDsnSendHtml

  • ExternalPostmasterAddress

  • InternalDelayDsnEnabled

  • InternalDsnDefaultLanguage

  • InternalDsnLanguageDetectionEnabled

  • InternalDsnMaxMessageAttachSize

  • InternalDsnReportingAuthority

  • InternalDsnSendHtml

To maintain these settings in a mixed Exchange Server 2007 and Exchange Server 2010 environment, you must set them once in Exchange Server 2010 with the Set-TransportConfig cmdlet and then set them on each Exchange Server 2007 Hub Transport server using the Set-TransportServer cmdlet.

5.4. Message Tracking
Message tracking has been improved in Exchange Server 2010. For the purposes of coexistence, however, this means that—depending on the Exchange version of the source and destination mailboxes—different tracking tools may be used. For messages between Exchange Server 2010 mailboxes, the Delivery Reports tool in the Exchange Control Panel or the Tracking Log Explorer can be used. For messages delivered between Exchange Server 2010 and Exchange Server 2007, or between Exchange Server 2007 mailboxes, the Tracking Log Explorer tool in Exchange Server 2010 must be used. The Delivery Reports tool cannot report on any portion of the message delivery that involves Exchange Server 2007.
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