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Testing Exchange 2007 - Part 1

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What Makes Exchange 2007 Different?

This is the first of several parts of an article that covers why it's important to test Exchange 2007.  When I first started this document I though it would be a pretty quick document to put together, well it's now up to 20 pages (in Word) and I guess I have 80% of the key items covered.  As I get the rest of the article cleaned up and finished I will post Part 2,  Part3, etc.

Similar to the migration from Exchange 5.5 to Exchange 2000 the migration to Exchange 2007 is a paradigm shift in many ways.  Exchange 2007 differs completely from previous version of Exchange on how messages are routed, clustering and high availability options, scalability, disaster recovery, server management, resource scheduling, and general server placement.  Besides the changes to existing functionality E2k7 includes many new features like unified messaging, Exchange Management Shell, calendar concierge service, transport rules, managed folders, and others.  Microsoft has also improved upon OWA, mobile device access and management, database architecture, management tools, and more.  Behind the scenes, Exchange 2007 is both a rewrite of some Exchange 2003 code and new code.  Most of Exchange 2007 was written using .NET and then compiled for Windows x64 for the first time, both of which can require significant code changes in some areas.  In addition, some APIs and other features were dropped from Exchange 2007 and other APIs and features were "deemphasized."  Some of the dropped or missing features include support for other mail systems (Exchange 5.5 and GroupWise), protocols (x.400, NNTP, NetBIOS, Named pikes, SPX, etc), and development interfaces (ExIFS, CDOEXM, Exchange web forms, Exchange SDK workflow, WMI, etc).  A key take away point from these changes is that any applications that currently interface with Exchange 2003 will need to be tested to ensure compatibility.

So migrating to Exchange 2007 should not be taken lightly and should include extensive testing and planning.  All existing documentation and processes for installing, troubleshooting, monitoring, and daily operational procedures will need to be rewritten.  In addition, the messaging teams will need extensive hands-on time and education to get the basic skills needed to manage the environment during and after the migration. 

What's New and What's Changed

Back in August 2006 I wrote an article on "What's New and Cool in Exchange 2007" and covered most of the new features and key changes in Exchange 2007.  You can also refer to TechNet for the latest's "What's New" information.  So I won't go into complete detail here but I wanted to cover the main things that make E2k7 so different from Exchange 2000 and 2003.  These changes are as great as the changes from 5.5 to 2000.

1)      Infrastructure Changes

a)      x64 (64-bit) OS required

b)      Server roles

c)      Clustering

d)     Data replication

e)      Database architecture

f)       Message routing

g)      Unified messaging (UM) support

h)      Transport rules

i)        Ability to eliminate public folders

2)      End-user Changes

a)      Calendaring

b)      Resource management

c)      Messaging records management

d)     Free/Busy replacement

e)      UM

f)       Outlook Web Access (OWA)

g)      Searching

3)      Management Changes

a)      Exchange Management Console (EMC)

b)      Exchange Management Shell (EMS)

c)      E-mail Life Cycle Management (ELC)

d)     Managed folders

e)      Policies

f)       Calendaring

g)      Disaster Recovery (DR) and High Availability (HA)

h)      OWA

i)        Monitoring

j)        Message Tracking

k)      Mailbox Recovery Center

l)        Mailbox Management Service

m)    Migration Wizard

4)      Development Changes (See MS TechNet  for the latest info)

a)      New development functionality

i)        Exchange Web Services

ii)      Transport Agents

iii)    .NET framework extensions

iv)    Management APIs

v)      Exchange Management Shell

vi)    Windows Workflow Services (WWS)

b)      Discontinued Features

c)      Deemphasize Functionality

5)      Discontinued Features (See MS TechNet for the latest info and mitigation suggestions)

a)      Interoperability

i)        Connectors for Novell GroupWise

ii)      Exchange 5.5 support

iii)    Discontinued protocols

b)      Management

i)        Active Directory Users and Computers (ADUC) extensions

ii)      Inter-Organization Replication tool

iii)    ExMerge support

iv)    Public Folders access via IMAP4 and NNTP

v)      Routing and Administrative Groups

vi)    Discontinued development interfaces

c)      Protocols

i)        NNTP

ii)      X.400 support

iii)    Named pipes, SPX, AppleTalk, VINES, UDP, and NetBIOS

d)     Development

i)        Exchange web forms

ii)      Exchange 2003 SDK workflow designer

iii)    Event Services and Event Sinks

iv)    Installable Files Systems (ExIFS)

v)      WMI classes

vi)    Collaboration Data Objects for Exchange Management (CDOEXM)

e)      Others, see MS TechNet for more

6)      De-emphasize Functionality

a)      Public Folders

b)      Development interfaces

i)        CDO 1.2

ii)      MAPI32

iii)    CDOEX (CDO 3.0)

iv)    WebDAV

v)      ExOLEDB

vi)    Store events

vii)  Streaming backup APIs

c)      Exchange 2003 Virus Scanning Application Programming Interface

 

As you can see from above, the list of changes in Exchange 2007 is huge, and this is a somewhat abbreviated list, see "What's New" in TechNet for details on new, discontinued, and deemphasized features.  Microsoft has done an outstanding job with the on-line and off-line help\documentation with Exchange 2007.  So take the time to look over TechNet and the help if you haven't lately.

A major part of any organization's plan for their transition to Exchange 2007 should include a significant amount of time for testing.  Application testing will be critical when planning for Exchange 2007 since every interface into Exchange 2007 has been "touched" or modified with this version.  First off Exchange 2007 requires Windows 2003 x64 or Windows 2008 (aka Longhorn) x64 edition.  This means vast parts of the Exchange code had to be recompiled to take advantages of the x86-x64 architecture.  This brings us to the first major impact of the x64 change, drivers.


 

Testing Exchange 2007 - Part 1

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