I wrote in my article, Cross-Forest Migration with Exchange 2010 is a Piece of Cake! that it is possible to synchronize public folder and free/busy data between Exchange 2003 and Exchange 2010 Forests using the free Interorg Replication Tool. Since that time I have received a few questions on how I set that up and got it working. So by popular demand, here are the steps I used along with screenshots to help get you going.
First, a little background on the environment
In my lab, as was the case as the production enviroment, I had Exchange 2003 running in a single domain Windows 2003 forest, set at Windows 2003 Functional Level. Exchange 2010 is running in a single domain forest with Windows 2008 domain controllers, functional levels also set to 2003. A Cross-Forest Trust was established, SIDHistory filter security relaxed with the intent of migrating all domain resources to the new forest, including Exchange 2010. The Active Directory Migration Tool (ADMT 3.2) was used to migrate user accounts, groups etc as noted in Cross-Forest Migration with Exchange 2010 is a Piece of Cake! and mailbox GUIDs updated to prepare for the mailbox migration.
Setting Up Interorg Replication
To preform the steps outlined below I was running version 6.5.7408 of the Interorg Replication Tool from the Exchange 2003 Toolkit, Exchange 2003 SP2, and Exchange 2010 with Rollup 1, though it should work with Rollups 2 or 3.
1. Create a user account and mailbox to be used for the process in the Exchange 2003 organization. This account must be granted Owner rights on every public folder that you plan to replicate. For my purposes I used the EX2003\Administrator account, though not the most reocmmended for security reasons.
2. Create a user account and mailbox to be used for the process in the Exchange 2010 forest. This account must be granted Owner rights on every public folder that you plan to replicate. For my purposes I used the EX2010\Administrator account, though not the most reocmmended for security reasons. (NOTE: The public folder hierarchy must already exist in the Exchange 2010 forest, so you will need to pre-create the folders you will replicate from 2003.)
3. Create a top-level public folder named ExchsyncSecurityFolder in the Exchange 2003 organization. Assign the account created in step 1 Folder Visible rights only. Remove all other access rights for all other accounts.
4. Create a top-level public folder named ExchsyncSecurityFolder in the Exchange 2010 organization. Assign the account created in step 2 Folder Visible rights only. Remove all other access rights for all other accounts.
5. Install the Interorg Replication Tool replication service on the Exchange 2003 public folder server by running EXSSRV.EXE from the toolkit. Click the Create button which will install the service on the server. In my case I used the EX2003\Administrator account as the service account. I had problems when using local system. Administrator is also a local admin and Exchange Full Administrator
6. Open the Interorg Replication Configuration tool by running EXGCFG.EXE. Click File -> New to create a new Exchange Sync Configuration file (.esc). Click Session from the menu bar then click Add - Public Folder Replication.
7. In the Public Folder Session Configuration window enter PF 03 -> 10 in the title field to indicate 2003 public folders replicating to 2010. In the Publisher Organization section enter the Exchange 2003 public folder server and the mailbox name you created in step 1. In the Subscriber Organization section enter the name of the Exchange 2010 public folder server and the mailbox name you created in step 2.
8. Click the Advanced button under Publisher Organization then enter the credentials for the account you created in step 1. Click the Advanced button under Subscriber Organization then enter the credentials for the account you created in step 2.
9. Click the Folder List button. Click the Logon button under Publisher Public Folders and the Logon Button below Subscriber Public Folders. This will allow you to view the available folders in both organizations. Select a top-level folder under Publisher Public Folders and click the Add button. Repeat this for each top-level folder you plan to replicate.
10. Click Session from the menu bar then click Add - Schedule+ Free/Busy Replication. Repeat steps 7 through 9 to replicate free busy from 2003 to 2010.
11. Repeat steps 7 - 9 instead using Exchange 2010 as the Publisher and Exchange 2003 as the Subscriber to allow reverse replication. Do this for both public folders and free/busy. When the process is complete you will have at least 4 sessions in your configuration as shown below:
12. After completing this you can now monitor the process (I have mine running every five minutes in the lab, hourly in production) using the EXGSRV.EXE console.
For additional information on Interorg Replication Tool configuration and implementation I recommend checking out the full TechNet article here.
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