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Es2010 Roles


Submitted By mandi2008
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| Migration VS Upgrade | | | Amanda Robertson | 8/3/2014 |


1.) How does an upgrade differ from a migration? Detail of each. * Migration- is the most complicated and intrusive method to transition between versions of Exchange. More work and more cost are associated with migrations. Migrations require staff to keep track of details because of possible loss of data. When doing a migration the biggest difference from an upgrade is the requirement to create a new AD forest, the requirement of migrating user accounts to the new AD or to recreate the user’s accounts in the new version of exchange. New outlook profiles are required to be created. Another difference between the two is the admin must also split the SMTP domains between the new and old version. * Upgrade- Is the less intrusive and most commonly used because you can transition the existing AD forest and users are able to use existing accounts, instead of creating new ones. One of the biggest difference between the two and most beneficial is that the versions of exchange can coexist long enough to upgrade information to the new version and the organization works as one. Another difference is that outlook will transparently update the users profile during the upgrade as well.

2.) When to choose one or the other?
It would depend on the size of the company, how many locations, how many mailboxes, and several other considerations can determine when to choose which transition method is best. If the company has multiple organizations then a transition using a intro-organizational migration would be the best fit. For instance, if the company were smaller, the use of a light switch migration would be required. The book says less than a 1000 mailboxes. If you are just wanting to move the data and mailboxes than an upgrade would be the choice. Taking a look at the domain controller and AD global catalog before starting the transition will also help assist you with choosing which method to choose.

3.) What factors to consider? What factor delicates the usage of each method?
There are several factors to consider before, during and after the transition. Before the transition factors such as, what version of Exchange is currently running? What hardware and system requirements need to be met? What version of AD? What system tools and resources will be used? Then we must consider the factors needed to do the transitions, such as do we do a migration or an upgrade? What is the size of the organization? With the new plan, can mailboxes be redirected to new server? How many mailboxes? Can all data be moved in a short amount of time? Can old passwords be transitioned to? Or will new passwords be required? Are there any helpdesk options? What is the amount of disruption that can be tolerated? This alone will determine which transitions to use. If the client cannot tolerate any amount of disruption, then the time of the transition may need to be reconsidered to a less busy time, an upgrade should be considered at this point.

Mcbee, J. (2010). Mastering Microsoft Exchange Server 2010. Retrieved August 11, 2014, from CourseSmart website: (2002). Migrating to Microsoft Exchange Server. Retrieved August 11, 2014, from website:

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