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Exchange Server Upgrade | Step-by-Step

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The guide will cover upgrading an Exchange Server 2013 CU8 into Exchange 2013 CU15.

In a nutshell, this is the procedure:

  1. Prepare the existing environment
    1. Download the latest binaries
    2. Remove Interim Updates
  2. Perform Upgrade
    1. Enable Exchange Server maintenance mode (High Availability)
    2. Upgrade Schema
    3. Install Exchange Binaries
    4. Enable Exchange Server services

Prepare the existing environment

Download Exchange Server SP/RU/CU binaries

When you are performing an Upgrade, you can go ahead and install the latest Cumulative Update (CU). You DO NOT, need to install all previous CU’s one by one in an incremental way. This is because a CU is a full installation of Exchange Server plus a collection of all the updates, patches and changes that has been made available so far.

For an Example, if you are on Exchange Server 2016 RTM, you can straight away install CU4. Because CU4 will contain all changes made in each of the CU’s previously released.

Exchange 2016

Version Blog post
Exchange 2016 CU4 Released: December 2016 Quarterly Exchange Updates
Exchange 2016 CU3 Released: September 2016 Quarterly Exchange Updates
Exchange 2016 CU2 Released: June 2016 Quarterly Exchange Updates
Exchange 2016 CU1 Released: March 2016 Quarterly Exchange Updates
Exchange 2016 RTM Exchange Server 2016: Forged in the cloud. Now available on-premises

Exchange 2013

Version Blog post
Exchange 2013 CU15 Released: December 2016 Quarterly Exchange Updates
Exchange 2013 CU14 Released: September 2016 Quarterly Exchange Updates
Exchange 2013 CU13 Released: June 2016 Quarterly Exchange Updates
Exchange 2013 CU12 Released: March 2016 Quarterly Exchange Updates
Exchange 2013 CU11 Released: December 2015 Quarterly Exchange Updates
Exchange 2013 CU10 Released: September 2015 Quarterly Exchange Updates
Exchange 2013 CU9 Released: June 2015 Exchange Cumulative Update and Update Rollups
Exchange 2013 CU8 Released: Exchange Server 2013 Cumulative Update 8
Exchange 2013 CU7 Released: Exchange Server 2013 Cumulative Update 7
Exchange 2013 CU6 Released: Exchange Server 2013 Cumulative Update 6
Exchange 2013 CU5 Released: Exchange Server 2013 Cumulative Update 5
Exchange 2013 SP1 Released: Exchange Server 2013 Service Pack 1
Exchange 2013 CU3 Released: Exchange Server 2013 Cumulative Update 3
Exchange 2013 CU2 Released: Exchange Server 2013 Cumulative Update 2
Exchange 2013 CU1 Released: Exchange Server 2013 Cumulative Update 1
Exchange 2013 RTM Exchange Server 2013 Reaches General Availability

Remove Interim Updates

Now that you have downloaded the binaries, you need to get rid of the Interim Updates that may have been installed in your environment. In some cases, if an Interim Update is installed, Microsoft Exchange Server CU’s or SP’s cannot be installed. Therefore, before installing the binaries, read the release notes for any information on removal of interim updates. Below steps will guide for that;

  1. In Control Panel, double-click Programs and Features.
  2. In the Currently installed programs list, click Interim Update for Exchange Server 201X (KBxxxxxx), where xxxxxx is the Knowledge Base article number that is associated with the IU.
  3. Click Remove.
  4. At a command prompt, run sn.exe -Vu * to enable strong name verification.
  5. Run sn.exe –Vl to verify that strong name verification is enabled.

Perform Upgrade

Enable Exchange Server maintenance mode (High Availability)

If you have standalone servers in your environment, then an upgrade will require you to go in for a downtime. Why? Because the services needs to be stopped during the upgrade process. In such a scenario, skip to the Upgrade section.

However, if your environment consists multiple servers in terms of 2xCAS or 2xMBX or 2x(CAS+MBX) or any of a combined scenario, it is highly advised that you perform upgrading of the servers one by one. This will ensure that your environment will stay online using the rest of the high available servers taking the downtime away.

There’s a catch in here. Let’s say we have a 2 Mailbox Server scenario: Server A and B. You decide to mount all databases into ServerA and upgrade Server B. Although this seems an okay way to do, it is not the case. Reason is that the Active Manager and other Exchange backend workers doesn’t know that you are doing a planned maintenance. Thus, the workers will think that the server is in a failed state. Can we fix this? Absolutely. You have to take the services on Server B or the server that you are about to do the upgrade into ‘Maintenance Mode’.

Below steps will guide you to do so;

  1. Run Exchange PowerShell as Administrator.
  2. Run below command to drain connections on the Hub Transport service
    Set-ServerComponentState <SERVER> -Component HubTransport -State Draining -Requester Maintenance

  3. Run below command to disable cluster services
    Suspend-ClusterNode <SERVER>

  4. Run below command to prevent databases from being mounted on the server. It will also immediately move any mounted databases on the server to other servers if copies exist and are healthy.
    Set-MailboxServer <server> -DatabaseCopyActivationDisabledAndMoveNow $true

  5. Verify that no mailbox databases are mounted on the server.

    Get-MailboxDatabaseCopyStatus

  6. Run below command to block databases being automatically activated on the specified Mailbox server.
    Set-MailboxServer <server> -DatabaseCopyAutoActivationPolicy Blocked

  7. Run below command to put the state of all components together to Inactive.
    Set-ServerComponentState <server> -Component ServerWideOffline -State Inactive -Requester Maintenance

  8. Close PowerShell.

Upgrade Schema

Now that the server has been put to maintenance mode and you are ready to proceed with the Upgrade process. First thing we need to do is, update the schema. This is critical because without the required schema updates, the setup will not proceed.

  1. Run command prompt as Administrator.
  2. Run below command
    Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms

  3. Run below command
    Setup.exe /PrepareAD /IAcceptExchangeServerLicenseTerms

  4. Run below command
    Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms

  5. Navigate to the Exchange installation binaries folder.
  6. Run setup.exe.
  7. On the Check for Updates window, select your choice and click OK.
  8. On the Upgrade window, click Next.
  9. On the License Agreement page select “I accept ….” and click Next.
  10. On the Readiness Check page, ensure no prerequisites are pending. Click Next to proceed.
  11. Now the installation will proceed.
  12. Once the installation is finished, click Finish.
  13. Restart the server.

 

Now that the server has been upgraded successfully we can resume Exchange services back to normal mode. Follow the below steps.

  1. Run Exchange PowerShell as Administrator.
  2. Run below command to enable connections on the Hub Transport service.
    Set-ServerComponentState <SERVER> -Component HubTransport -State Active -Requester Maintenance

  3. Run below command to enable cluster services
    Resume-ClusterNode <SERVER>

  4. Run below command to enable databases from being mounted on the server.
    Set-MailboxServer <server> -DatabaseCopyActivationDisabledAndMoveNow $false

  5. Run below command to enable databases being automatically activated on the specified Mailbox server.
    Set-MailboxServer <server> -DatabaseCopyAutoActivationPolicy Unrestricted

  6. Run below command to put the state of all components together to Activate.
    Set-ServerComponentState <server> -Component ServerWideOffline -State Active -Requester Maintenance

  7. Close PowerShell.

Now that your server is back in the game. It’s time to upgrade the second server. Perform the steps above from the beginning to do so.

Happy Upgrading!! J

Written by judeperera

January 6, 2017 at 11:45 am

Step by Step Guide for Installing Exchange Server 2016

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Download Exchange Server 2016

The following section describes a step-by-step guide for the installation of Microsoft® Exchange Server 2016. The installation considers a single server deployment of Exchange Server 2016 with the Mailbox role. Additional details of the topology and architecture of the lab environment which was used in the installation is described here;

Domain Controller
Operating System Windows Server 2012 R2
Forest Functional Level Windows Server 2012 R2
Domain Functional Level Windows Server 2012 R2
Exchange Server 2016
Operating System Windows Server 2012 R2
Installed Role Mailbox Role

1. Operating System Support for Exchange Server 2016

The following operating systems are supported;

Component Operating System
Mailbox and Edge Server Role Windows Server 2012 R2 Standard or Datacenter
Windows Server 2012 Standard or Datacenter
Windows Server vNext
Management Tools Windows Server 2012 R2 Standard or Datacenter
Windows Server 2012 Standard or Datacenter
64-bit edition of Windows 8.1

2. Active Directory Preparation

The first task in the installation of any version of Exchange is to prepare the Active Directory environment where the Exchange Server will be placed.

However, prior to the preparation, it should be checked against the following Network and Directory Server requirements;

Component Operating System
Domain controllers Windows Server 2012 R2 Standard or Datacenter
Windows Server 2012 R2 Standard or Datacenter
Windows Server 2008 R2 Standard/Enterprise/Datacenter
Windows Server 2008 Standard/Enterprise/Datacenter
Active Directory forest Windows Server 2008 or higher

Once the above requirements are verified for consistency, proceed with the following preparation tasks on the server/computer which will be used to prepare the Active Directory using the Exchange Server 2016 Active Directory Prepare module.

  1. Open Windows PowerShell and run the following command to install the Remote Tools Administration Pack.

Install-WindowsFeature RSAT-ADDS

3 Server role prerequisite installation

The prerequisites for Exchange 2016 varies on the server role which will be associated with it. The section describes the installation of Exchange 2016 on a server containing Windows Server 2012 R2 Operating System.

3.1 Prerequisites for Mailbox Server Role

The following section instructs the prerequisite installation that should be performed in a server running a standalone Exchange 2016 server with the Mailbox Server Role.

  1. Open a Windows PowerShell session by navigating to Start > All Programs > Accessories > Windows
    PowerShell.
  2. Run the following command to install the required Windows components.

Install-WindowsFeature AS-HTTP-Activation, Desktop-Experience, NET-Framework-45-Features, RPC-over-HTTP-proxy, RSAT-Clustering, RSAT-Clustering-CmdInterface, RSAT-Clustering-Mgmt, RSAT-Clustering-PowerShell, Web-Mgmt-Console, WAS-Process-Model, Web-Asp-Net45, Web-Basic-Auth, Web-Client-Auth, Web-Digest-Auth, Web-Dir-Browsing, Web-Dyn-Compression, Web-Http-Errors, Web-Http-Logging, Web-Http-Redirect, Web-Http-Tracing, Web-ISAPI-Ext, Web-ISAPI-Filter, Web-Lgcy-Mgmt-Console, Web-Metabase, Web-Mgmt-Console, Web-Mgmt-Service, Web-Net-Ext45, Web-Request-Monitor, Web-Server, Web-Stat-Compression, Web-Static-Content, Web-Windows-Auth, Web-WMI, Windows-Identity-Foundation

  1. After installing the features, Download and Install;
    1. Microsoft .Net Framework 4.5
    2. Microsoft Unified Communications Managed API 4.0, Core Runtime 64-bit

3.2 Prerequisites for Edge Server Role

The following section instructs the prerequisite installation that should be performed in a server running a standalone Exchange 2016 server with the Mailbox Server Role.

  1. Open a Windows PowerShell session by navigating to Start > All Programs > Accessories > Windows
    PowerShell.
  2. Run the following command to install the required Windows components.

Install-WindowsFeature ADLDS

3. After installing the features, Download and Install Microsoft .Net Framework 4.5

4 Prepare Active Directory and domains

To prepare the active Directory and the Domains for Exchange 2016, follow the following steps. To execute the commands, the commands should be run using the Schema Admins group and the Enterprise Admins group membership.

4.1 Extend Active Directory Schema

  1. Mount the Exchange Server 2016 installation Media
  2. Open up a Command Prompt session and navigate to the setup files from the command prompt
  3. Type the following command followed by an Enter

Setup.exe /PrepareSchema /IAcceptExchangeServerLicenseTerms

4.2 Prepare Active Directory

  1. On the command prompt, run the following;

Setup.exe /PrepareAD /OrganizationName:”<organization name>” /IAcceptExchangeServerLicenseTerms

4.3 Prepare Domains

  1. On the command prompt, run the following;

Setup.exe /PrepareAllDomains /IAcceptExchangeServerLicenseTerms

5 Installing Exchange Server 2016

The below section describes the installation of the Mailbox Server role for Exchange Server 2016.

If you’re installing the first Exchange 2016 server in the organization, and the Active Directory preparation steps have not been performed, the account you use must have membership in the Enterprise Administrators group. If you haven’t previously prepared the Active Directory Schema, the account must also be a member of the Schema Admins group.

  1. Log on to the server that will be used as the Mailbox server.
  2. Ensure that the above prerequisites are completed.
  3. Mount and navigate to the Exchange Server 2016 installation Media.
  4. Start Exchange 2016 Setup by double-clicking Setup.exe.
  5. On the Check for Updates page, select whether you want Setup to connect to the Internet and download product and security updates for Exchange 2016 and click Next.

  1. Once the setup is finished copying files on the Copying Files page, click Next.

  1. The Introduction page gives additional guidance for the installation procedure. Review the content and Click next to continue.

  1. On the License Agreement page, review the terms. If you agree to the terms, select I accept the terms in the license agreement, and then click next.

  1. On the Recommended Settings page, select whether you want to enable or disable the Exchange Error resolution and feedback feature. The option will either enable or disable automatically check for resolutions for any errors that occurs while the setup is running and sends Microsoft feedback. Click Next to proceed.

  1. On the Server Role Selection page, choose what server role you want to install. Whether to install the Mailbox role, Management Tools or Edge Server role on the server. For this lab Mailbox server role will be selected. Note that Edge and Mailbox cannot collocate on the same server and Management Tools will be installed by default when you chose the Mailbox role. If any Windows prerequisites are needed for the setup, select the Automatically install Windows Server roles and features that are required to install Exchange Server. Click Next to proceed.

  1. On the Installation Space and Location page, either accept the default installation location or click Browse to choose a new location with adequate storage space.

  1. If installing the Mailbox role, a Malware Protection Settings page will appear. Choose whether to enable or disable malware scanning and click Next.

  1. On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. If unsuccessful, perform the required tasks and click Back, and Next to run the Readiness check again. If successful, click Install to proceed.

  1. The installation will be performed.

  1. Once the setup completes installing all the components, the Setup Completed page will be displayed. Select Finish.

  1. As a best practice, restart the server which you performed the installation.

5 Review Exchange Installation

Once all the above tasks are performed, proceed with the below steps to verify the installation using the Exchange 2016 Administrative Center and PowerShell. Like its predecessor, Exchange Server 2016 management is handled by the Exchange Admin Center. The browser based management console, EAC can be used to manage your organizations on-premises as well as Office 365 and hybrid deployment scenarios.

To Navigate to the Exchange Admin Center;

  1. Open the web browser.
  2. On the URL section, type the below

    https://<FQDN_of_the_Exchange_Server>/ECP

  1. Enter your username and password in Domain\user name and Password and then click sign in.
  2. Review the tabs and sections the new Admin Center.