Video Screencast Help
Symantec to Separate Into Two Focused, Industry-Leading Technology Companies. Learn more.

EV for Exchange - 2007 to 2010 Migration

Created: 31 Oct 2012 • Updated: 15 Nov 2012 | 4 comments
This issue has been solved. See solution.

Hello,

We are getting ready to cutover to Exchange 2010 from Exchange 2007 and I am in need of some verification for the EV side of this. Symantec's documentation has been lacking (understandably, as every case is different) on the subject. Between some links I've found here, plus the Setting Up Exchange guide, I have been able to put together a plan to deal with the migration. I've tried technical support, and other than telling me I should take an outage they have referred me to professional services for further consultation.

We are currently running EV 10 SP1 for Exchange, running against a MS Exchange 2007 environment. Our current EV environment includes 1 EV Application server, 1 EV SQL server, and NetApp storage for all of the archives and indexes.

The new Exchange 2010 environment will include 1 DAG made up of 2 mailbox servers. These mailbox servers will each host 2 active databases, and will store copies of the other node's databases. The mailbox servers also server the CAS and HUB roles.

This whitepaper (http://www.symantec.com/business/support/index?page=content&id=TECH144726) was extremely helpful. The customer scenario outlined was very similar to our setup.

So here's my plan:

 

EV-APP-SERVER Prerequisites

_Verify Office 2007 SP2 is installed on EV-APP-SERVER (EV whitepaper pg 13)

_Verify KB968858 is installed on EV-APP-SERVER (EV whitepaper pg 13)

Migrate Vault Service Account Mailbox and Apply Policies

_Using Microsoft tools, move the COMPANY\EVADMIN mailbox from Exchange 2007 to Exchange 2010 (EV whitepaper pg 6)

_Verify there are no errors

_Copy the PowerShell scripts from \\EV-APP-SERVER\sysapps\Enterprise Vault\PowerShellScripts to an Exchange server.

_From the Exchange 2010 management shell, run “SetEVThrottlingPolicy.ps1 –user COMPANY\EVADMIN” (EV whitepaper pg 13)

_From the Exchange 2010 management shell, run “SextEvExchangePermissions.ps1 –user COMPANY\EVADMIN –server MAILBOX-DATABASE-1 –action add” (EV whitepaper pg 13)

_From the Exchange 2010 management shell, run “SextEvExchangePermissions.ps1 –user COMPANY\EVADMIN –server MAILBOX-DATABASE-2 –action add” (EV whitepaper pg 13)

Create EV Service Mailboxes and Apply Send As Permission

_Create a service mailbox called ev_MAILBOX-DATABASE-1_mailbox to be placed in an active database on MAILBOX-DATABASE-1. (EV whitepaper pg 6)

_Create a service mailbox called ev_MAILBOX-DATABASE-2_mailbox to be placed in an active database on MAILBOX-DATABASE-2.

(EV whitepaper pg 6)

_From the Exchange 2010 management shell, run the following command for each mailbox created above:

Add-ADPermission –Identity <systemmailbox> -user COMPANY\EVADMIN –AccessRights ExtendedRight – ExtentedRights “Send As”

(EV whitepaper pg 13)

Add an Exchange Server Archive Target

_In the Vault Administration Console (VAC) on EV-APP-SERVER, browse to Enterprise Vault-> COMPANY Enterprise Vault -> Targets -> Exchange -> COMPANY.com -> Exchange Server.

_Right click on Exchange server, and choose New -> Exchange Server

_Work through the Exchange server Wizard. Will need the following information:

                _Exchange server name

                _The name of the system mailbox to be used to connect to Exchange (created above)

_Finish the wizard.

_Repeat for additional mail servers in the DAG

Add an Exchange Server Archiving Task

_In the Vault Administration Console (VAC) on EV-APP-SERVER, browse to Enterprise Vault-> COMPANY Enterprise Vault -> Enterprise Vault Servers -> Tasks

_Right click Tasks and choose New -> Exchange Mailbox Task

_Work through the wizard. Will need the following information:

                _The name of the Exchange Server to be archived

                _ The name of the system mailbox to be used to connect to Exchange (created above)

_Repeat for additional mail servers in the DAG

Review All Settings For Exchange Server Target and Tasks

_Verify Exchange server settings look the same as 2007MAIL1/2

_Verify Task is scheduled to run during normal processing and properties are similar to those of 2007MAIL1/2 tasks.

_Verify task is enabled to run and is in the running state.

                _If the task is not in the running state, click the play button to start it.

_After next scheduled run of archiving tasks, verify via Event Log that the task run.

Enable Test Users For Archiving

_Enable a test user in a database on MAILBOX-DATABASE-1

_Enable a test user in a database on MAILBOX-DATABASE-2

_Run the Exchange Provisioning task for COMPANY.com, or wait until 5PM or 2AM, to have the new mailboxes fully enabled.

_Right click on the Exchange Mailbox Archiving Task for MAILBOX-DATABASE-1, choose Properties, Synchronization tab.

_Select all 3 check boxes, put the radio button to All mailboxes, and click the Synchronize button.

_Repeat the previous 2 steps for MAILBOX-DATABASE-2.

Test User Verification

_Using the Outlook client on EVREPORTS01P, connect to the Exchange mailbox to see if items are being archived for MAILBOX-DATABASE-1 test user.

_Verify presence of Outlook Add In toolbar buttons.

_Using the Outlook client on EVREPORTS01P, connect to the Exchange mailbox to see if items are being archived for MAILBOX-DATABASE-2 test user.

_Verify presence of Outlook Add In toolbar buttons.

_Connect to webmail for MAILBOX-DATABASE-1 test user and verify:

                _Verify presence of EV toolbar buttons.

                _Ability to access archived items, attachments, and set items to be archived and restored.

_Repeat above verification for MAILBOX-DATABASE-2 test user.

Migrate A Production User

_Using Microsoft tools, migrate a production user to the new mail server.

_When the migration is complete, verify there are no errors.

_Run the provisioning task in Enterprise Vault.

_Right click on the Exchange Mailbox Archiving Task for MAILBOX-DATABASE-1, choose Properties, Synchronization tab.

_Select all 3 check boxes, put the radio button to selected mailboxes, and click the Synchronize button. Select the appropriate user from the prompt and press OK.

_Using the Outlook client on EVREPORTS01P, connect to the Exchange mailbox to see if items are being archived for the production user.

_Verify ability to access archived items, attachments, and set items to be archived and restored.

_Verify presence of Outlook Add In toolbar buttons.

_Have the user login to the new webmail client and verify:

                _Verify presence of EV toolbar buttons.

                _Ability to access archived items, attachments, and set items to be archived and restored.

_Verify user can access http://EVAPPSERVER/enterprisevault and can search their archives.

 

===========================

 

Any thoughts / comments / questions / suggestions / etc are greatly appreciated! Thank you!

 

 

Comments 4 CommentsJump to latest comment

ZeRoC00L's picture

Perfect and detailed migration plan.

Don't forget to install the EV OWA extensions on the CAS if you use Exchange Webmail (OWA).

If this response answers your concern, please mark it as a "solution"

Jeff Shotton's picture

..and run the EV server side setup of OWA again too, after editing exchangeservers.txt and adding the new CAS box in :)

btw, you dont need to include the folder synch checkbox, but no harm having it in.

Remember to set the schedules on the new tasks if you aren't using the site setting.

Also you will probably want to set your new task synch times to 6PM or 3AM

Very detailed though. I think you will be ok ;)

Regards,

Jeff

Jeff Shotton

Principal Consultant

Adept-tec Ltd

Website: here

Chau Tran's picture

Also don't forget to set the SynchInMigrationMode reg key before you migrate the users between exchange servers:

http://www.symantec.com/business/support/index?page=content&id=TECH48928

 

 

Regards,

Chau Tran

ASC, STS, SCS and MCITP

EatBreathSleepEV's picture

Thank you all for the feedback, input and suggestions. It is much appreciated!

SOLUTION