Preparing for the transition from Exchange 2007 to Exchange 2010 (Part 1 of 4)

One of the requirements for Exchange 2010 is to have your Exchange 2007 servers upgraded to SP2 first.

Download the update

Update rollup 2 for Exchange 2007 SP2
or check to see what the latest update is

Apply SP2 to the Exchange 2007 roles in this order:
1. CAS
2. UM
3. HT/Mailbox

Per SP2 release notes:
1. stop health service
2. stop or uninstall forefront for exchange

In my case, SP2 successfully installed on the CAS and UM roles but failed mid-way through on the Mailbox role. The problem was Update Rollup 2 for Exchange 2007 Sp2 was in the updates folder and setup would not proceed further until I removed it. At that point, setup could not proceed because it had failed mid-way through and the contents of the Exchange Server BIN directory had been deleted. The work-around was to launch setup from command-line which forced the upgrade:

setup /mode:upgrade

The high-level plan to transition from Exchange 2007 to Exchange 2010 for Catapult Systems was the following:

1. install Exchange 2010 prerequisites, ex: www for cas
2. install the CAS role first.
3. Request a UC SAN Certificate (see part 2 of this series)
4. Transfer OWA, ActiveSync, Outlook anywhere traffic to new CAS
5. install hub/transport role
6. transfer inbound/outbound traffic through the new HT role
7. install mailbox server
8. move pilot mailboxes and test for a sufficient period of time.
9. move all remaining mailboxes
9. rehome the OAB generation server to 2010 server
10. delete private information stores in 2007
11. uninstall exchange 2007 servers


  1. Gautam April 19, 2010
  2. Kenneth Moran November 19, 2010

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