We have had our eye on Exchange 2007, a major revision to Microsoft’s leading Mail Server system for some time now. Changes like a Webmail to rival the local Outlook 2003/2007 client, improved Spam filtering and a better administration console we have hearned for a long time not to mention features like Unified messaging ala VOIP integration, Resource Management (which in the future we hope can use to replace our current Resource and Room booking applications and thus elimate one more program off our network) and tight Sharepoint integration which we have just implemented to replace our aging Intranet.
But before we could move to Exchange 2007 we would require new hardware. As I pointed out earlier we were eager to get Exchange 2007 so we had planned this well in advance and thus purchased a new server capable of running our 1000+ mailbox Exchange 2007 setup. Exchange 2007 requires a certain amount of memory per mailbox and a 64bit capable processor as Exchange 2007 only comes in a 64bit flavour to get the best out of the application and server hardware underneath it.
Once we had both the hardware and software ready to go we ran the Exchange Best Practices Analyzer tool and made sure there wasn’t anything dire with our current setup that would have to drastically change before we migrated to the new server. With our current setup checking out we installed Windows Server 2003 R2 64bit on the new hardware following Exchange 2007. This is where we encountered our first error. Unfortunately the media in which our distributor provided us with was a dud and crashes mid way through the installer, lucky enough re-running the installer continues where it left off and finishes the install with no problems. Apparently this problem has happened to many others who have used the same distributor and has now been resolved. Lucky us!
Once we had a fresh install running we setup the inital configuration of the Mailbox, Client Access and Hub Transport Roles and got the server ready to recieve mail once we migrated the mailboxes across. With the initalconfigurations done we set out to migrate the mailboxes across. Surprisingly despite a small hiccup this part is surprisingly easy. I took this chance to get familar with the Exchange Powershell. As the name implies its a shell thats very powerful and specifically for Exchange… The Exchange PS is geared towards people with UNIX background or administrators who have a real need for scripting administrative tasks or just prefer a shell to configure their servers instead of a Graphical User Interface (interestingly enough, every command in the Exchange GUI finishes by showing you the shell commands it has ran on your behalf). After a little bit of research I learned how to migrate them from one server to another and began by migrating the IT Support mailboxes first. Once migrated we tested and prodded to see if everything was okay, including Outlook clients which have already been setup. The migration was a complete successful, no issues presented themselves, all mail, tasks and calenders in tact and access from webmail and the local Outlook client ran flawlessly. With the initial run working perfectly I began migrating student mailboxes across 1 year level at a time while carefully monitoring the transfer for any errors. Once we got through the student mailboxes we moved onto the much larger staff mailboxes. The only problem we ran into was that some mailboxes held more mail that the imposed limit and the transfer would not progress. To get around this we temporally upped the limit on the individual mailboxes on the old server and then migrated the mailbox across to the new server error free.
With all the mailboxes migrated across all the records (like MX records) and connectors to point to the new server and send a couple of emails to and from various mailboxes and made sure email was flowing freely. So far so good. We decided to configure the non critical options like Spam filtering and Postmaster mailboxes a fortnight after the initial migration so we can eliminate any issues before we start locking down the mail server.
The first issue we ran into was our external mail all of a sudden stopped. Mail was still working inside our network but we could not receive any external mail. It ended up being the new server flagged our DMZ box as a spam server and temporally blocked any email being received from that particular server. Now because all external traffic comes from our DMZ box we immediately released why this is happening and put the box in the safe list. Once we did this mail freely flowed again.
The next issue we ran into was Spam Filtering, we when initially configured it in the Exchange System Manager (GUI front end) it basically didn’t do anything. We were quite puzzled over this as we triple checked every option, checkbox etc… and there was nothing wrong. At this point we were getting a ridiculous amount of spam in the majority of mailboxes and our users were becoming quite concerned. We did a bit of research and didn’t find much so we decided to try removing the Spam Filtering and reinstalling it using the Exchange Powershell and hey presto it started filtering messages. After some fine tuning we have it filtering out 99 percent of the spam we receive and successful not blocking any legit messages.
The last problem we encountered were public folders and distribution lists. Unfortunately some Outlook client were not receiving some of the DLs in our mail server and others receive a error when sending and receiving that points to distribution of pubic folders. Microsoft’s Knowledge Base informs us that Service Pack 1 for Exchange 2007 shall fix both these issues. We have scheduled a time during the school holidays in 3 weeks to perform this upgrade so we have the time and no interruptions if something does go wrong.
All in all it hasn’t been a stressful migration. Apparently 2000 to 2003 was much more painful but I shall never know

