I compiled this list in anticipation of doing an Exchange 2010 SP1 upgrade
Preliminary considerations:
· General Checks
o Ensure one of your domains is marked as default
§ Get-AcceptedDomain | fl
o Ensure that domains do not have a space in the name
o If servers were deployed from some sort of golden master and sysprep did not work (or wasn’t used) use Sysinternal psgetsid.exe to check the SID’s for your DC and Exchange servers ensure they do not match.
· Download all files to local disk(s) or fast connected network shares
· The functional level of the forest needs to be at least Windows Server 2003
· While it isn’t explicitly necessary the Exchange 2003 environment should be completely removed and functionality tested before the SP1 install. See http://technet.microsoft.com/en-us/library/ee332348.aspx
· If you haven't yet prepared the schema for Exchange 2010 SP1, the account you use to upgrade the server must be a member of the Schema Admins group and the Enterprise Admins group and you need to update the schema before installing the upgrade. See http://technet.microsoft.com/en-us/library/bb125224.aspx
o setup /PrepareAD
· Minimum Blackberry Enterprise Server level is 5.0.2 which should be upgraded before the Exchange 2010 SP1 upgrade
o Verify Throttling Policy and RCA parameters for BESAdmin
o Increase maximum connections to Address Book Service (after SP1??)
o Review details at http://paulslager.com/?p=1004
· You can only install on computers running 2008 SP2 & 2008R2
o There are specific hotfixes that must be installed before SP1 – depending on the OS ( see http://technet.microsoft.com/en-us/library/bb691354.aspx and http://blogs.technet.com/b/exchange/archive/2010/09/01/3410888.aspx for which of the below must be installed on which box) – Note: Windows 2008 R2 SP1 includes all the required hotfixes
§ 979744
§ 983440
§ 977624
§ 979917
§ 973136
§ 977592
§ 979099
§ 982867
§ 977020
o There is no reason why these patches couldn’t be applied before the actual SP1 install outage
§ WSUS can be used to install hotfix http://technet.microsoft.com/en-us/library/cc708583(WS.10).aspx
· The account used for the update must be a member of the Delegated Setup management role group or the Organization Management role group and must be a member of the local Administrators group on that computer
Actual Install
· You should upgrade your Exchange 2010 in the following order:
o Client Access / Hub Transport Servers
§ If you use a load-balanced array of Client Access servers, you must upgrade all Client Access servers in that array to Exchange 2010 SP1 at the same time. Exchange 2010 RTM and Exchange 2010 SP1 can't coexist within the same load balanced array.
o Unified Messaging
§ Detailed Checklist @ http://technet.microsoft.com/en-us/library/ff630921.aspx
§ Simple checklist below
· Disable call answering on the UM server
o Disable unified messaging
o Remove UM Server from a Dial Plan
· Ensure prerequisites are met (see doc)
· Remove E2k10 UM language packs
· Run e2k10 sp1
· Re-add any required language packs
· Add the UM server to a UM dial plan
o Mailbox Servers
§ Upgrade DAG – details are here: http://technet.microsoft.com/en-us/library/bb629560.aspx
· Quick overview is:
o Upgrade only passive servers
o Place server in maintenance mode
o Stop any processes that might interfere with the upgrade
o Verify the DAG is healthy
o Be aware of other implications of the upgrade
§ (Basically you can’t failover a SP1 member to a RTM member)
Post-Install
· When the installation is finished, complete the following tasks
· Start the Services MMC snap-in, and then verify that all the Exchange-related services are started successfully.
· Log on to Outlook Web App to verify that it's running correctly.
· Send test emails internally and externally
o Test using MS tool @ https://www.testexchangeconnectivity.com/
· Test from a variety of clients (Outlook, Mobile / Blackberry, etc)
· Verify UM integrations are working
· Check Queues to make sure mail is routing properly
· Test posting to public folders, GAL update, etc
Other items to consider:
· A longer potential window for the upgrade would be better – these installs can take longer than expected and this is not a minor update – better to say it will take 8 hours and only use 4 than the other way around.
· A static Address Book Service Port may cause issues – see http://paulslager.com/?p=1004
· .NET 4 may or may not cause issues
· There are a variety of bugs and problems documented here: http://blogs.technet.com/b/exchange/archive/2010/09/01/3410888.aspx
o You should consider also applying the Update Rollups (1, 2 and 3) which fix some of these bugs – (for example)
· There could be phone integration issues – I am not familiar with all phone systems so each system should be investigated to check for any known issues with Exchange 2010 SP1
· Install the Office 2010 Filter Packs if they aren’t already installed
Document References:
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