Procedure A

The following is an overview of the procedure:

  1. Back up the original server.
  2. Export mailboxes from the original server.
  3. Install Microsoft Exchange Server on the new server computer.
  4. Move the mailboxes and user messages.
  5. Move the services.
  6. Recreate the distribution lists.
  7. Move the connectors.
  8. Remove the original server from the site.

    To back up the original server (Server A)

  1. Stop all services on Server A.
  2. Back up the entire Exchsrvr directory.

    If the logs and database files are on different drives, make sure you back these up as well, or run Performance Optimizer and move all logs and databases to the Exchsrvr directory where Microsoft Exchange Server was installed. Make sure there is enough free disk space to move these files back.

    If you have the KM server installed, make sure to back up the Security directory that was created by default on drive C: by KM server. Note, however, that the Security directory might not be under the Exchsrvr directory. You also need to back up the KM server startup disk.

    To export mailboxes

  1. From the Support\Sample\Csvs\Mailbox directory on the Microsoft Exchange Server compact disc, copy Mailbox.csv to the Server A hard drive.
  2. Clear the Read-Only check box for this file.
  3. From the Support\Samples\csvs\Dl directory on the Microsoft Exchange Server compact disc, copy Dl.csv to the hard drive.
  4. Clear the Read-Only check box for this file.
  5. In the Microsoft Exchange Server Administrator window, choose Directory Export from the Tools menu.
  6. In the Directory Export dialog box, under Export objects, select only the Mailboxes check box.
  7. In the Home Server list, select Server A.
  8. Select the Include subcontainers check box, and then select Mailbox.csv as the export file.
  9. Edit Mailbox.csv to change all occurrences of Server A to Server B. Save the file as Mailbox-Server B.csv. If there is more than one top-level container, you must perform steps 7 through 9 for each one. Be sure to use unique file names.
  10. In the Administrator window, from the Tools menu, choose Directory Export.
  11. Select only the Distribution list check box.
  12. Under the Home Server list, select All.
  13. Select the Include subcontainers check box, and then select Dl.csv as the output file. If there is more than one top-level container, you must perform steps 10 through 13 for each one. Be sure to use unique file names.

    To install Microsoft Exchange on the New Server (Server B)

  1. If Server A is a primary domain controller and you do not plan to leave it running after moving Microsoft Exchange Server, install Windows NT on Server B and make Server B a backup domain controller in the Windows NT domain in which Server A is located.
  2. Install Microsoft Exchange Server on Server B, joining the Microsoft Exchange site of Server A.
  3. Install the same connectors on Server B that were installed on Server A.
  4. Upgrade Server B to the same Microsoft Exchange Server service pack as Server A.
  5. Check to see that all users on Server A appear in the global address list for Server B. It might take some time for the list to become populated.

If Server A was the first server to be installed in the site, add instances of the Organization Forms, Microsoft Schedule+ Free/Busy Information, and offline Address Book folders to the public information store on Server B.

By default, the first server in a site contains and is responsible for the site folders, which consist of the offline Address Book folder, the Microsoft Schedule+ Free/Busy Information folder, and the Organizational Forms folder, if one exists. Other servers installed in the site rely, by default, on the first server for this information.

The following procedure ensures that all folders in the site are replicated to Server B. After all steps for moving Server A to Server B are completed, individual public folders can be removed from the public information store on Server B if there are replicas of these folders on other servers in the same Microsoft Exchange Server site.

    To move public folders to Server B

  1. In the Administrator window, double-click Server B, and then select Public Information Store.
  2. Choose Properties from the File menu, and then select the Instances tab. All of the public folders on Server A should appear.
  3. In the Public folders list, select all folders, and then choose Add to add all the public folders to the local information store on Server B.
  4. In the Administrator window, choose a server, and then choose a site.
  5. Select Public Information Store, and then select Public Folder Resources.
  6. Change the Public Folder Server setting to Server B.
  7. In the Administrator window, choose Configuration.
  8. Double-click DS Site Configuration.
  9. Select the Offline Address Book tab.
  10. In the Offline Address Book server list, select Server B.

    To reassign routing calculation

  1. In the Administrator window, choose Configuration.
  2. Double-click Site Addressing.
  3. Select the General tab.
  4. In the Routing calculation server list, select Server B.
  5. Note that Apply is not enabled when you select Server B from the Routing calculation server list. To enable this option and ensure that the change to the routing calculation server setting is recorded, in the Display Name box, add and then remove any character.
  6. In the Administrator window, choose Recipients, and then for each distribution list, verify on the Distribution List property sheet that the expansion server is not set to Server A.

Move all the mailboxes on Server A to Server B, keeping the mailboxes in the same containers or subcontainers they were in on Server A.

Note   You can move mailboxes to another server in a site by choosing Move Mailbox from the Tools menu in the Administrator program. However, this only enables you to move the mailboxes to the Recipients container. If this is acceptable, using the Move Mailbox command is the easiest way to move mailboxes.

    To move mailboxes to Server B

  1. Stop the information store service on Server B. In Control Panel, double-click the Services icon. In the Service list, select Microsoft Exchange Information Store, and then choose Stop.
  2. In the Exchsrvr\Mdbdata directory on Server B, create a subdirectory called Bak.
  3. Move all files from the Exchsrvr\Mbddata directory in Server B to the Bak directory.
  4. Copy the Pub.edb file from the Bak directory to the Mbddata directory.
  5. Verify that you have successfully created the Mailbox-ServerB.csv file. Before proceeding to the next step, back up the Exchsrvr directory on Server A. This backup should be completed after all services are stopped.
  6. Start all of the Microsoft Exchange Server services on Server A.

    To delete mailboxes from Server A

  1. In the Administrator window for Server A, choose Server Recipients.
  2. From the View menu, choose Mailboxes.
  3. From the view menu, choose Columns, and then add Home Server to the Show the following columns list.
  4. Move the position of the Home Server entry so that it is the second entry in the list, and then choose OK.
  5. Select each container that includes Microsoft Exchange Server mailboxes.
  6. Delete entry for all users who have Server A as their home server.

    To re-create mailboxes

  1. Make sure that the Microsoft Exchange Directory service is running on Server B.
  2. In the Administrator window for Server B, select Server B.
  3. In the right side of the window, double-click Directory Service, and then select the General tab.
  4. Choose Update Now.
  5. Select Refresh all items in the directory, and then choose OK.

    This replicates all changes made to the directory on Server A to Server B.

    Note   After the replication is complete, the mailboxes that were deleted from Server A should not be displayed on Server B.

  6. From the Tools menu in the Administrator window, choose Directory Import.
  7. Choose Import File, select the Mailbox-ServerB.csv file, and then choose Open.
  8. Make sure that server B is displayed in the MS Exchange server box.
  9. Select Use select container if it is not specified in the file, and then clear the Create Windows NT account check box.
  10. Choose Import.

    Repeat this step for each file that contains mailbox information. All mailboxes that were originally located on Server A should now be re-created on Server B.

    To restore user messages on Server B

  1. Make sure that the Microsoft Exchange Directory service is running and that the information store service is not running on Server B.
  2. Copy the Priv.edb file from the Mdbdata directory of the Server A backup to the Mdbdata directory on Server B.

    Now you should have two files in the Mdbdata directory of Server B ¾ the Privd.edb file that was copied from the Server A backup and the Pub.edb file that was in the Mdbdata directory on Server B. (Do not copy Pub.edb from the Server A backup. There should be no .log or .chk files in the Mdbdata directory of Server B.)

  3. At the command prompt, switch to the Exchsrvr\Bin directory.
  4. Type ISINTEG -Patch.
  5. Start the information store service on Server B.

    Note   Perform the following steps only after replication is complete within the site. Make sure you are able to view all the other servers in the site, as well as all the other sites in your Microsoft Exchange Server organization.

  6. In Control Panel, double-click the Services icon, and then start the information store service on Server B if the service is not running.
  7. In the Administrator window, select Server B.
  8. From the File menu, choose Properties.
  9. Select the Advanced tab, and then choose Consistency Adjuster.
  10. Choose All Inconsistencies, and then choose OK.

All mailboxes should now be migrated to Server B. As long as the Microsoft Exchange Directory service is running on Server A, all users should be able to log on to the Microsoft Outlook client using their old profiles. Even though the profiles point to Server A, the Microsoft Exchange Directory service on Server A automatically redirects the client to Server B and the profile is modified to point to Server B.

    To re-create the distribution lists

  1. In the Administrator window, choose Directory Import from the Tools menu.
  2. Choose Import File, select the Dl.csv files, and then choose Open.
  3. Choose Import.

You have to re-create distribution lists only if you have manually moved the mailboxes to Server B. This is because the process of manually moving the mailboxes involved deleting the users on Server A. When you did this, the users were removed from the distribution lists. This is also the reason why all of the distribution lists were exported.

You are now ready to move the Microsoft Exchange Server Services. Use the procedures in the following sections to move the applicable services to Server B.

Note   The following steps are applicable only if you already have the KM server running on Server A and security is enabled for the Microsoft Exchange mailboxes on Server A.

    To move the KM server

Note   Server B must be set up as a Cert Server client to the same Cert Server to which Server A was a client.

  1. Stop the KM server service on Server A. This is very important because it closes all transactions with the KM server database, making everything consistent.
  2. Back up the Kmsdata directory on Server A by copying all .edb files in the directory to a safe place, such as tape or a network drive.
  3. Uninstall KM server from Server A by running Microsoft Exchange Server Setup, choosing Add/Remove at the prompt, and then deselecting the KM server component.
  4. Install KM server on Server B by running Microsoft Exchange Server Setup.exe, choosing Add/Remove, and then selecting KM server. Choose the same location for the KM server password that was used on Server A. Make sure that you do not write over your original password.
  5. Delete all files in the Kms directory on Server B. The .log and .chk files will be recreated after you start the KM server service.
  6. Copy all the .edb files you backed up in step 2 to the Kmsdata directory on Server B.
  7. On Server B, start the KM server service with the original password from Server A. Complete the next steps if either version 2 or version 3 was installed on Server A.
  8. Install Microsoft Exchange Server version 5.5 Service Pack 1.
  9. Open the Certificate Administrator object and select Enrollment property page.
  10. Change to the option that was set on Server A (version 2 or version 3).
  11. Enter the name of the same Microsoft Certificate Server that was used on Server A, and then follow any prompts.

    To move the Microsoft Mail Connector

Note   The following steps are applicable only if you have the Microsoft (MS) Mail Connector installed on Server A.

  1. Run the Administrator program for Server A, noting the settings for Microsoft Mail Connector.
  2. On Server A, stop MS Mail Connector Interchange, PCMTA services, and the Microsoft Exchange Directory Synchronization service.
  3. Check whether Microsoft Mail Connector is installed on Server B. If it is not installed, install it.
  4. On Server B, configure Microsoft Mail Connector exactly as it was configured on Server A.

    To move the directory synchronization configuration

  1. In the Administrator window for Server B, select Connections for the server B site. On the right side of the window, double-click the directory synchronization object.
  2. In the Directory Synchronization Server Properties property page, change the Server setting to Server B. When you do so, the following warning message appears:

    "Changing the server in Responsible DXA can cause the loss of Directory Synchronization information. A full export of Directory Synchronization information will occur in the next scheduled cycle."

  3. Choose OK to dismiss the warning, and then choose OK again.
  4. Run the Microsoft Mail Administrator program for each Microsoft Mail requester postoffice. Select Config, and then DirSync, Requestor, Export, and Import.
  5. On Server B, start the MS Mail Connector Interchange service, PCMTA services, and the Directory Synchronization service.

At the next scheduled time, Microsoft Mail and Microsoft Exchange will be resynchronized. You may also use the InterOrg Synchronization tool that is available on the Microsoft BackOffice Resource Kit, Second Edition compact disc to synchronize two servers that are in different sites. For more information, see the online documentation.

    To move the Directory Synchronization Requester

  1. In the Administrator window for Server B, right-click Directory Synchronization Requester to display its properties.
  2. Change the Server setting to Server B. When you do so, the following warning message appears:

    "Changing the server in Responsible DXA can cause the loss of Directory Synchronization information. A full export of Directory Synchronization information will occur on the new Responsible DXA in the next scheduled cycle."

  3. Choose OK to dismiss the warning, and then choose OK again.
  4. Select the Requester tab, and then select Full Export and Import on the Next Cycle.

    To move X.400 connectors

  1. On Server B, install the required MTA transport stacks.
  2. On Server B, display the properties for each X.400 Connector.
  3. Change the MTA transport stack so that it is a stack installed on Server B.
  4. On Server A, delete the MTA transport stacks.
  5. On Server B, request a full directory update.
  6. In the Administrator window, select Server B, and then from the File menu, choose Properties.
  7. Select the General tab. Choose Update Now, and then select Refresh all items in the directory.

    To move directory replication connectors

  1. On Server B, display the properties of each directory replication connector.
  2. Change the local bridgehead server to Server B, if it is currently Server A. You might have to change the remote bridgehead settings on the remote directory replication connector if the remote server is not available on the network.

   To move Internet Mail Service

   To move third-party gateways

Note   Make sure that both Server A and Server B are running. Server A should be kept running until every client has logged on at least once. This ensures that the Microsoft Outlook client profiles are automatically redirected to Server B instead of Server A, which eliminates the need to manually modify client profiles.

After all clients have logged on to Microsoft Exchange Server at least once, use the following procedure to remove Server A from the organization. If Server A is removed before all clients have logged on, you must modify the profile on the clients to point to Server B.

    To remove Server A

  1. In the Administrator window for Server A, select Public Information Store.
  2. From the File menu, choose Properties.
  3. Select the Instances tab.
  4. Remove all public folder instances from this store.
  5. On Server A, run the Microsoft Exchange Server Setup program, and then remove the installed connectors.
  6. Run the Administrator program in raw mode.
  7. From the View menu, choose All.
  8. Select the Recipients container. In the right side of the window, select Microsoft Schedule+ Free/Busy Connector.
  9. From the File menu, choose Raw Properties.
  10. Change every occurrence from Server A to Server B to include the
    Computer-Name, Display Name, Home-MDB, and Home-MTA. Choose Set.
  11. In the Administrator window for Server B, select Server A, and then press DELETE. When you do so, a warning message appears stating that there is still one mailbox and gateway on Server A. This warning refers to the system attendant mailbox on Server A, which you can safely delete.
  12. Choose Yes. When you do so, another warning appears:

    "The contents of all public folder instances on this server will be deleted. Are you sure you want to delete server 'Server A'?"

  13. Choose Yes.

All data has now been moved from Server A to Server B. Server A will be deleted from the Microsoft Exchange directory on Server B.