Friday, February 18, 2011

Upgrading Exchange 2007 CCR to SP2

The steps for upgrading Exchange 2007 CCR to SP2 are different from the procedure that we follow for non clustered servers. The procedure to upgrade Exchange 2007 CCR is the same whether you have a CCR without any service pack, with SP1 or with SP1 and any update rollups.
You can only upgrade CCR nodes by using the shell. The command to be run is /mode:upgrade (Setup /M:Upgrade in short). You cannot upgrade CCR nodes by using the GUI.
The process in a nutshell is to upgrade the passive node first, restart, move CMS to the passive node, upgrade the CMS which makes the node the active one & then upgrade the initial active node and restart.
My lab has two CCR nodes, CCR2 (active) and CCR1 (passive). The CMS name is MBX and windows cluster is CCRCLUSTER. Both nodes have SP1 installed with Update Rollup 9. You don’t have to delete the update rollups manually.
1. Upgrade The Passive CCR Node:
Log into the passive node (CCR1 in my case) with an admin account. Make sure to stop any monitoring services which are running on the server like MOM agents. You can also put the server in maintenance mode for 30 minutes so that email alerts doesn’t fill your inbox. This is very important in a large organization as you will have a dedicated monitoring team.
Launch a command prompt window and navigate to the exchange 2007 sp2 installation directory / dvd drive. Run the command /Mode:Upgrade
Setup runs the exchange pre-requisites check for the mailbox role.
Once the checks are completed, the following happens in order.
  • Preparing the SP2 setup
  • Removing the exchange files on the system
  • Starts copying files from the dvd / installation folder.
  • Installs the mailbox server role.
  • Installs management tools
  • And finalize the setup.
Restart the server once the command completes successfully.
2. Upgrade the Clustered Mailbox Server
Once the passive server gets restarted and is back online, it will be running Exchange 2007 SP2. Do note that the active node is still online and serving the users. We need to upgrade the Clustered Mailbox Server (CMS) now, before we upgrade the present active node.
Before upgrading the CMS, we need to stop the CMS that is running on the active node and then move it to the passive node (upgraded server). This step will result in exchange server becoming unavailable for CMS users and hence has to be done out of hours.
Log into the passive node, launch the exchange shell and run the following command to stop the CMS. You can also do it from the console if you prefer to do so.
Stop-ClusteredMailboxServer MBX –StopReason “SP2 Upgrade”
Confirm the step by pressing “Y”.
Make sure that the cluster status is Offline.

Once the cluster is stopped, move the CMS to the passive node from the console or by running the following command from the shell.
Move-ClusteredMailboxServer MBX –TargetMachine CCR2 –MoveComment “SP2 Upgrade”
Confirm the step as well.

Navigate to the exchange 2007 sp2 installation folder /dvd and upgrade the CMS by running the following command. You can’t use the console for this step. /UpgradeCMS
Setup runs a pre-requisite check before upgrading the CMS.
Once the setup was completely successfully, it brought the stopped cluster online & now we have an upgraded CCR running on one node. You can check the status of the cluster using Failover Cluster Management tool. Users can start connecting to the cluster from now on.

3. Upgrade the Initial Active Node (Now Passive)
Login to the present passive node (initial active node) with an admin account. Launch a command prompt window and navigate to the exchange 2007 sp2 installation directory / dvd drive. Run the command /Mode:Upgrade 
Setup runs the pre-requisite check and installs the service pack.

Restart the server and now you have an Exchange 2007 SP2 CCR.