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Upgrading from Mixed Exchange 2000 and Exchange 5.5
Organizations
This topic provides instructions for upgrading from a mixed Microsoft®
Exchange 2000 Server and Exchange Server 5.5 organization to an
Exchange Server 2003 organization. Furthermore, because it is
recommended that you run your new Exchange Server 2003 organization
in native mode, this topic discusses the advantages of native mode and
provides instructions for switching from mixed mode to native mode.
Specifically, this topic will:
 Provide you with the information necessary to upgrade your
Exchange 2000 Server and Exchange Server 5.5 organization to
Exchange Server 2003.
 Provide you with information about running Exchange Server 2003
Deployment Tools.


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 Show you how to use the Active Directory Tool.
 Show you how to run ForestPrep.
 Show you how to run DomainPrep.
 Show you how to upgrade your Exchange 2000 Servers to
Exchange Server 2003.
 Provide you with the information necessary to install a new


Exchange Server 2003 server.
Note:
You can install a new Exchange Server 2003 server before upgrading
your existing Exchange 2000 Servers. It is not necessary that you
perform the upgrade first.
 Provide you with the information necessary to migrate your
Exchange Server 5.5 mailboxes and public folders to Exchange Server
2003.


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 Provide you with information about how to switch your Exchange
organization from mixed mode to native mode.
Permissions for Upgrading from Mixed Exchange 2000 Server and
Exchange 5.5 Organizations
After ensuring that your organization meets the necessary prerequisites,
the procedures referenced in this topic guide you through the deployment
process.
Table 1 lists the required permissions or roles for the procedures
referenced in this topic.
Table 1 Procedures referenced in this topic and corresponding
permissions
Procedure Required permissions or roles
Enable Microsoft Windows®
2000 Server or Microsoft Windows
Server™ 2003 services
 See Windows 2000 or Windows
Server 2003 Help



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Procedure Required permissions or roles
Run ForestPrep on a domain
controller (updates the Microsoft
Active Directory® directory service
schema)
 Enterprise Administrator
 Schema Administrator
 Domain Administrator
 Local Machine Administrator
Run DomainPrep
 Domain Administrator
 Local Machine Administrator
Install Active Directory Connector
(ADC)
 Enterprise Administrator
 Schema Administrator
 Domain Administrator
 Local Machine Administrator


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Procedure Required permissions or roles
Install Exchange 2003 on the first
server in a domain
 Exchange Full Administrator role
applied at the organization level

 Exchange 5.5 Administrator
under the organization, site, and
configuration nodes (if installing into
an Exchange 5.5 site)
 Local Machine Administrator
Install Exchange 2003 on additional
servers in the domain
 Exchange Full Administrator role
applied at the administrative group
level
 Exchange 5.5 Site Administrator
(if installing into an Exchange 5.5
site)
 Local Machine Administrator


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Procedure Required permissions or roles
Upgrade an Exchange 2000 Site
Replication Service (SRS) server to
Exchange Server 2003
 Exchange Full Administrator role
applied at the organization level
 Local Machine Administrator
 Exchange 5.5 service account
password
Upgrade to Exchange 2003 on an
Exchange 2000 server in a domain
 Exchange Full Administrator role

applied at the organization level
 Local Machine Administrator

For more information about managing and delegating permissions and
user and group authorities, see the Exchange Server 2003 Administration
Guide.


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Exchange Server 2003 Security Considerations
Before installing Exchange Server 2003 in your organization, it is
important that you are familiar with your organization's security
requirements. Familiarizing yourself with these requirements helps ensure
that your Exchange Server 2003 deployment is as secure as possible.
For more information about planning Exchange Server 2003 security, see
the following guides:
 Planning an Exchange Server 2003 Messaging System
 Exchange Server 2003 Security Hardening Guide
Exchange Server Deployment Tools
The Exchange Server Deployment Tools are tools and documentation
that help with the upgrade and migration of your Exchange 2000 Server
and Exchange Server 5.5 organization. To ensure that all of the required
tools and services are installed and running properly, you are required to
run Exchange Server 2003 Setup through the Exchange Server
Deployment Tools.
For detailed steps, see How to Start the Exchange Server Deployment
Tools.



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Note:
You must download the latest version of the Exchange Server
Deployment Tools before you run them. To receive the latest version of
the tools, see the Downloads for Exchange 2003 Web site.
After you start the tools and specify that you want to follow the process
for Coexistence with Mixed Mode Exchange 2000 Server and
Exchange Server 5.5, you are provided with the following options:
 Upgrade Active Directory Connector servers
This option includes a checklist for upgrading your ADC servers. This
checklist includes the following steps:
 Run ForestPrep.
 Run DomainPrep.
 Run ADC Setup.
 Run ADC Tools.


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 Update ADC version on all servers before you upgrade your
Exchange 2000 servers.
 Install or Upgrade the First Exchange Server
This option includes a checklist for installing or upgrading to
Exchange Server 2003. This checklist includes the following steps:
 Verify that your organization meets the specified requirements.
 Remove unsupported components.
 Run the DCDiag tool.
 Run the NetDiag tool.
 Run Exchange Setup.

With the exception of running the DCDiag and NetDiag tools, each of
these installation steps is detailed later in this topic (it is recommended
that you run the DCDiag and NetDiag tools on every server on which you
plan to install Exchange Server 2003). Moreover, the remaining sections
in this topic provide information about the concepts and considerations


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involved in migrating from Exchange Server 5.5 to Exchange Server
2003.
System-Wide Requirements for Exchange 2003
Before you install Exchange Server 2003, ensure that your network and
servers meet the following system-wide requirements:
 You have Windows 2000 Server Service Pack 3 (SP3) or Windows
Server 2003 Active Directory.
 Each Exchange Server 2003 server has access to a Windows global
catalog server that is no more than one Active Directory site away.
 You have Domain Name System (DNS) and Windows Internet Name
Service (WINS) configured correctly in your Windows site.
 You backed up your Exchange Server 5.5 databases, and backed up
your servers running Windows 2000 or Windows Server 2003.
For more information about Windows 2000 Server, Windows
Server 2003, Active Directory, and DNS, see the following resources:

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