This page is part 1 of the 3 stage Exchange upgrade series of articles. It deals with updating an Exchange 2007 SP1 environment to SP3. You will need to be a schema administrator to complete all steps below. As with any schema updates I strongly recommend that you perform these steps on a proof of concept (POC) domain before applying to a live system.
Our environment contained a mirrored mailbox server, standby server and CAS / hub transport server. The clustered mailbox server is called MAIL and the mailbox nodes are NODE01 and NODE02. This guide assumes NODE01 is the current primary node.
The steps are:
1. Download Windows Installer 4.5 from http://support.microsoft.com/kb/942288 to C:\Temp\Exch2007SP3 on each Exchange server.
2. Download Exchange Server 2007 Service Pack 3 from http://www.microsoft.com/en-us/download/details.aspx?id=24111 to a central location.
3. Extract Exchange Server 2007 Service Pack 3 (E2K7SP3EN64.exe).
4. Copy the extracted files to a domain controller* (running directly from a domain controller is preferred as if there a network loss during schema update this could damage your domain).
5. From Schema Operations Master open an Administrative command prompt to central location from Step 3 and run:
This will extend the schema.
6. Again from the Schema Operations Master use the command prompt at the same location to run:
This will prepare Active Directory for the Service pack update.
7. Log on to Standby Server (best to work on least critical server first).
8. If not already installed, install Windows Installer 4.5 from C:\Temp\Exch2007SP3.
10. Restart Remote Registry Service.
11. Stop any backup and antivirus Services.
12. Copy entire folder from the central location in Step 2 to C:\Temp\Exch2007SP3
13. Run Setup.exe. As pre-requisites are installed it should be a simple Next > Next installation.
14. Once install has completed, restart server.
15. Check all Automatic services are running.
16. Run Exchange Routine Checks to ensure Exchange is functioning correctly.
17. Log on to CAS / HT server and complete steps 8 – 16 (for me the SP3 update took just over 30 minutes per server).
18. Log on to passive mailbox node (NODE02) (you can run Get-ClusteredMailboxServerStatus to check which is the active node).
19. Complete steps 8 to 16 above.
20. Open an administrative command prompt and run C:\Temp\Exch2007SP3\setup.com /m:upgrade (this upgrades the mailbox node version).
21. Once install has completed, reboot passive mailbox node.
22. Log on to (Primary) mailbox node NODE01.
23. Open an Exchange Management Shell window and run:
Stop-ClusteredMailboxServer -id MAIL -StopReason “Upgrade to Service Pack 3”
This will stop the Clustered Mailbox Server instance.
24. Still in the EMS window run:
Move-ClusteredMailboxServer -id MAIL -TargetNode NODE02 -MoveComment “Service Pack 3” -Confirm:$false
This will move the CMS instance.
25. Open an administrative command prompt and run:
This will upgrade the CMS instance.
26. Now run:
Start-ClusteredMailboxServer -id MAIL -Confirm:$false
To start the CMS instance.
27. Check all Automatic services are running.
28. Run Exchange Routine Checks to ensure Exchange is functioning correctly.
29. Log on to NODE01 (now passive node).
30. Complete steps 8 to 13 above (don’t restart just yet!).
31. Open an administrative command prompt and run C:\Temp\Exch2007SP3\setup.com /m:upgrade
32. Once install has completed, reboot NODE01.
33. Check all Automatic services are running.
34. Run Exchange Routine Checks to ensure Exchange is functioning correctly.
35. Connect to WSUS server. Approve Exchange 2007 SP3 Rollup Update 6. **
36. Connect to Exchange servers, install Windows updates and reboot.
37. Open Exchange Management Console. Navigate to Server Configuration > Mailbox.
38. Check that all server versions are Version 8.3 (Build 83.6).
39. Right-click on mail in upper centre pane and select Manage Clustered Mailbox Server.
40. Follow the wizard to move CMS back to NODE01 (or alternatively run Move-ClusteredMailboxServer -id MAIL -TargetNode NODE01 -MoveComment “Moving the node back” -Confirm:$false from an EMS window).
41. Run Exchange Routine Checks to ensure Exchange is functioning correctly.
42. Test send and receive of external mail.
* A Windows Server 2008 Core Domain controller will not work as .NET 2.0 needs to be installed, this is possible on an R2 Server Core install but not on plain 2008.
** When I did this I had to manually install Rollup Update 7 as WSUS did not pull it down. Since writing this guide Update Rollup 8-v2 has been released.