How to Perform a Rolling Upgrade of an Exchange 2000 Cluster to Exchange Server 2003

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To perform a rolling upgrade of an Exchange 2000 cluster to Exchange 2003, you must first run Exchange 2003 Setup to upgrade the nodes of your cluster, and then use Cluster Administrator to upgrade the Exchange Virtual Servers.

Before You Begin

Before you perform the procedure in this topic, consider the following:

  • It is recommended that you upgrade one Exchange cluster node at a time.

  • When upgrading each node, it is recommended that you move the Exchange Virtual Server from the node you are upgrading to another node. This enables users to access their e-mail through the relocated Exchange Virtual Server during the Exchange 2003 upgrade process.

This procedure uses the following upgrade scenario for example purposes.

  • Upgrading an Exchange 2000 SP3 cluster with four nodes (Node 1, Node 2, Node 3, and Node 4) and three Exchange Virtual Servers (EVS1, EVS2, and EVS3). EVS1 is running on Node 1, EVS2 is running on Node 2, and EVS3 is running on Node 3. Node 4 is the standby node.

    Note

    If your cluster topology is different than the one in this example, modify the following steps as necessary.

Procedure

To perform a rolling upgrade of an Exchange 2000 cluster to Exchange Server 2003

  1. Open Cluster Administrator.

  2. Move EVS1 from Node 1 to Node 4. (You must do this to ensure there are no Exchange Virtual Servers running on Node 1.) To move EVS1 to Node 4, in the console tree, under Groups, right-click EVS1, and then click Move Group.

    Note

    Ensure the resources for EVS1 are moved to Node4. (The move is complete when the Owner column for the EVS1 resources changes from Node 1 to Node 4.)

  3. Close Cluster Administrator.

  4. Upgrade Node 1 to Exchange 2003 by running Exchange 2003 Setup in Upgrade mode. (Remember, the node must be running Exchange 2000 SP3.) If the computer (Node 1) does not restart automatically after the upgrade, restart it manually.

    Note

    For specific information about how to upgrade from Exchange 2000 to Exchange 2003, see Upgrading from Exchange 2000 Server to Exchange Server 2003.

  5. In Cluster Administrator, take the Exchange resources for EVS1 offline. To take the Exchange resources for EVS1 offline, under Groups, click EVS1. Then, in the details pane, right-click Microsoft Exchange System Attendant, and then click Take Offline.

  6. In Cluster Administrator, move EVS1 back to Node 1. To move EVS1 back to Node 1, under Groups, right-click EVS1, and then click Move Group.

  7. Ensure that the Network Name and Physical Disk resources for EVS1 are online.

  8. In Cluster Administrator, under Groups, right-click EVS1 (EVS1 is owned by Node 1—the node that you just upgraded to Exchange 2003), and then select Upgrade Exchange Virtual Server.

  9. Bring EVS1 online. To bring EVS1 online, right-click EVS1, and then click Bring Online.

  10. Repeat Steps 1 through 7 to upgrade Node 2 and EVS2 to Exchange 2003.

  11. Repeat Steps 1 through 7 to upgrade Node 3 and EVS 3 to Exchange 2003.

  12. Upgrade Node 4 (the standby node) to Exchange 2003.