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You are here: Home / Exchange Server / Exchange Server 2016 Migration – Installing the First Exchange 2016 Mailbox Server

Exchange Server 2016 Migration – Installing the First Exchange 2016 Mailbox Server

November 10, 2016 by Paul Cunningham 18 Comments

At this point in the series on migrating to Exchange Server 2016 we're ready to install the first Exchange 2016 Mailbox server into the Not Real University organization. To prepare for the installation, Not Real University has installed a new Windows Server 2012 R2 server, named NREXCH16, and joined it to Active Directory. You can check the supportability matrix for the list of currently supported operating systems. The server has also been installed with the Exchange 2016 pre-requisites.

In addition, ReFS volumes have been configured to host the mailbox database and transaction log files. Databases will be hosted on a volume mounted as D: drive, and logs on a volume mounted as E: drive.

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PS C:\> Get-Disk
 
Number Friendly Name                            OperationalStatus                    Total Size Partition Style
------ -------------                            -----------------                    ---------- ---------------
0      Microsoft Virtual Disk                   Online                                   130 GB GPT
1      Microsoft Virtual Disk                   Offline                                   20 GB RAW
2      Microsoft Virtual Disk                   Offline                                   10 GB RAW
 
PS C:\> Get-Disk 1 | Initialize-Disk -PartitionStyle GPT -PassThru | New-Partition -UseMaximumSize -DriveLetter D | Format-Volume -FileSystem REFS -NewFileSystemLabel Databases -SetIntegrityStreams $false
 
PS C:\> Get-Disk 2 | Initialize-Disk -PartitionStyle GPT -PassThru | New-Partition -UseMaximumSize -DriveLetter E | Format-Volume -FileSystem REFS -NewFileSystemLabel Logs -SetIntegrityStreams $false

Not Real University will be deploying Exchange 2016 Cumulative Update 3, which is the latest build available at the time this is being written. For your own deployment, check the Exchange Server build numbers and release dates page to ensure you're deploying the latest, supported build of Exchange. Note, you do not need to install Exchange 2016 RTM first. You can install the latest build directly.

When the new Exchange 2016 server is installed it will register an Autodiscover SCP in Active Directory that contains the new server's fully-qualified domain name (FQDN). The server will also be installed with a self-signed certificate. Outlook clients that query Autodiscover may attempt to connect to the newly registered Autodiscover SCP, which will mean they attempt a connection to the new server's FQDN over HTTPS, and encounter the self-signed certificate that they don't trust and display a certificate warning to the end user.

To avoid this issue, there's two approaches that you can take:

  1. Create an Exchange deployment site in Active Directory. Microsoft recommends this approach, and has documented it here. This approach works, but might not be suitable in some organizations that don't allow Exchange administrators to make those types of Active Directory changes, or where such a change requires going through an approval process that would take too long.
  2. The alternative is to immediately change the Autodiscover SCP for the new server after Exchange setup completes. The SCP should be changed to the same value as the other Exchange servers in the site. This is the simplest approach, but there's a window of time between the first SCP value being registered and when you're able to change it that exposes clients to the risk of the certificate warning mentioned above. You can mitigate that risk by installing the server during a time when most users are not logged on.

For Not Real University, the simpler approach of changing the Autodiscover SCP immediately after installation is being used.

Installing Exchange Server 2016 into an existing Exchange environment requires the following administrative privileges:

  • Schema Admins group membership
  • Enterprise Admins group membership
  • For multi-domain AD forests, Domain Admins group membership for every domain where Exchange servers or mail-enabled recipients will exist
  • Organization Management group membership

To prepare Active Directory and then install Exchange 2016 follow the instructions here.

Immediately after the server has been installed, the Autodiscover SCP can be updated. After the SCP is updated, Outlook clients will not connect to the Exchange 2016 server because the Autodiscover URL resolves in DNS to the existing Exchange 2010 or Exchange 2013 server, or to a load-balancer that sends the traffic to the existing servers.

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Set-ClientAccessServer NREXCH16 -AutoDiscoverServiceInternalUri https://autodiscover.notrealuniversity.com/Autodiscover/Autodiscover.xml

In the next part of this series, we'll look at configuring client access services for the newly install Exchange 2016 server.

Paul Cunningham

Paul is a Microsoft MVP for Office Apps and Services and a Pluralsight author. He works as a consultant, writer, and trainer specializing in Office 365 and Exchange Server.

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Exchange Server Exchange 2016, Migration, Setup

Comments

  1. Jim Slip says

    November 10, 2016 at 3:25 pm

    Can You also make a guide for the AD deployment site? I used this but the document lacks a bit. You need a DC in the deployment site, luckily you can use an IP address in a current used subnet.

    Reply
  2. Tomasz says

    December 12, 2016 at 5:08 pm

    Hi,
    I’m upgrading single exchange 2010 environment to co-existance with 2016 and finally to two exchabge 2016 servers.
    By installing first 2016, I’ve made a mistake and installed exchange files to default folder on C drive.
    I want to uninstall server 2016 from new server and install it again on other drive, but the problem is I cannot uninstall.
    It will not let me uninstall, untill I have arbitration and auditlog mailboxes.
    Querstion is – how to get rid of them and delete default mailbox?
    I currently have exchabge 2010 in production only, but after installation of 2016 I have to move arbitration mailbox from 2016 to 2010 or is there a way to completly remove new installation of 2016 without affecting 2010?

    Reply
    • Paul Cunningham says

      December 12, 2016 at 5:44 pm

      You’ll have to either move or remove the mailboxes. Get-Mailbox has -Arbitration and -AuditLog switches you can use to get the mailboxes, and pipe that into a move request or remove the mailboxes entirely.

      Or just leave Exchange installed in the C: drive. I don’t really understand why people try to install it to different paths, to be honest.

      Reply
      • Tomasz says

        December 12, 2016 at 6:03 pm

        Thanks Paul,
        well, I’ve red a bit about it, and I think you’re right.
        I’ts true that many tutorials say to install on other drive, but it’s irrelevant if we do this on virtual server in the same SAN. It might even cause less problems if we install on one partition (extending drive etc.). I will only separate log and database drives.

        Reply
        • Paul Cunningham says

          December 12, 2016 at 6:10 pm

          I don’t know which tutorials are saying that. Microsoft certainly doesn’t recommend it. I think most people do it for arbitrary reasons that make them feel better about how they’re standardizing their server builds, rather than any solid benefit.

          Reply
          • Steven says

            March 23, 2017 at 4:31 pm

            A lot of environments do that, they install Exchange on D drive rather than C drive, because it is “cleaner”.

  3. Fred Pamintuan says

    December 30, 2016 at 9:39 am

    Hi Paul,

    First of all, thanks to all your Pluralsight videos they have been very helpful.
    I will be migrating from 2010 to 2016 with less than 800 mailboxes (total db 500GB), and the first server will be a physical server and eventually the second server will be virtual on the first site and the second site will be all virtual. I’m unsure with the volume requirements for this first server for it will be a stand alone for few months before adding a DAG. I currently have four databases on the 2010 that I will be migrating. Do I size up the partitions base on a stand alone server and have 8 different partitions for both db and logs, or should I just have two partitions and separate the logs and database and size up for co-location. Site resiliency will not happen most likely until one year.

    Reply
  4. Steven says

    March 23, 2017 at 4:29 pm

    To avoid this issue, there’s two approaches that you can take:

    1. Create an Exchange deployment site in Active Directory. Microsoft recommends this approach, and has documented it here. This approach works, but might not be suitable in some organizations that don’t allow Exchange administrators to make those types of Active Directory changes, or where such a change requires going through an approval process that would take too long.

    ————————-

    Actually, I think there is a cheap and dirty way of doing it, which I already tried in a production environment before, while I cannot say with 100% confidence it is “absolutely silver bullet”, but in the particular environment I worked with, I certain had no Outlook certificate prompts and no user complaining about production issues between when Exchange (2010, not 2016) was installed on the server and when the serer is fully configured.

    The method is:

    1. Install Exchange as usual
    2. When installation is completed, do not reboot the server yet, but instead put in a local firewall rule to block all incoming and outgoing Exchange related traffic (port 80, port 443, port 25, what not) so the server is considered as “offline” as far as environment is concerned, and do not add it to load balancing device either
    3. Proceed to reboot the server and then configure CAS aspect of the server
    4. Once fully configured and verified, disable that firewall rule to make the server “visible” to the production environment.

    As I said, it may have other impacts to that I may not be aware of, but it worked well for the particular environment (Government entity with over 80K active mailboxes) that I worked with, so I think it should theoretically work here too.

    Reply
  5. Thomas William Cragholm says

    June 29, 2017 at 5:55 pm

    Actually the SCP entry queried BEFORE DNS so clients should connect to the 2016 server as soon as you update the entry: https://blogs.technet.microsoft.com/kristinw/2013/04/19/controlling-outlook-autodiscover-behavior/

    Reply
  6. Marty van Doorninck says

    September 16, 2017 at 3:53 am

    Hello Paul, et. al.,

    As usual, thanks for another concise article. You do mention ReFS formatting, but as I understand it MS has changed position and does not support ReFS. Is this correct?

    Reply
    • Paul Cunningham says

      September 16, 2017 at 8:18 am

      ReFS is still supported according to this page:

      https://technet.microsoft.com/en-us/library/ee832792(v=exchg.160).aspx

      Reply
  7. Chris Foster says

    October 18, 2017 at 5:44 am

    Hi Paul – I have a situation where I need to uninstall the first and only Exchange 2016 server in an Exchange 2010 environment. I am trying to confirm if it is supported to move the system mailboxes that Exchange 2016 created to an Exchange 2010 database, remove and reinstall Exchange 2016, and then move the system mailboxes back?

    Reply
    • Paul Cunningham says

      October 18, 2017 at 8:04 am

      I believe that will work okay, if you can’t just install the new Exchange 2016 server alongside and move them to that server instead.

      Reply
  8. Raj says

    December 20, 2017 at 8:21 am

    Paul,

    Just had a thought of offloading the SMTP traffic from the DAG servers and keeping it outside e.g. 16 node DAG stretched across 2 DCs. Have 4 SMTP servers on each DC handling SMTP traffic to and from the DAG. Is that a good idea? I could attach a visio as to how I am visualizing it. thanks

    Reply
  9. Raj says

    December 20, 2017 at 8:35 am

    Hi Paul,

    Just to elaborate on the above note the 4 SMTP servers on each DC will be load balanced like westsend.abc.com and eastsend.abc.com (also westrcv.abc.com and eastrcv.abc.com) which in turn will be behind send.abc.com (and rcv.abc.com). Any thoughts or suggestions? thanks

    Reply
  10. John says

    February 7, 2018 at 3:06 am

    Hi Paul

    I have never noticed “Users reported” the cert error when upgrading exchanges. Does it seldom happen that outlook clients looking for an exchange will choose the new server?

    Change SCP is now next on my list, installing the cert has always be high up so may be why I have never noticed this.

    Reply
    • Paul Cunningham says

      February 7, 2018 at 6:38 am

      People run into this problem quite a lot because they don’t realize the SCP and other namespaces need configuring. The certificate isn’t as urgent because you can leave DNS for the namespace pointing to the old server while you sort out a certificate.

      Reply
  11. Jozef Woo says

    April 24, 2018 at 7:05 pm

    Hi Paul, very good information once again. Btw, the way we tackle the certificate issue is by installing an internal CA signed certificate with the server FQDN on the server prior to installing Exchange. Exchange will automatically bind this certificate and clients won’t get a certificate warning.

    Reply

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