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New Member

upgrade from 3.x to 4.x

I have read and searched all the posts on upgrading from 3.x to a 4.x environment. But I would like to get some clarification on this upgrade scenario:

My customer wants to upgrade to the latest version of Unity and also upgrade from VM to UM. The exchange is currently off box. No new servers will be added.

Here is my plan:

I will upgrade Unity to 4.0.3 first.

I will then add the UM licenses to the server.

Here are my questions:

If the customer wants me to point Unity to another exchange, how do i go about doing this? since the original setup was a stand alone VM only setup. Also where does DIRT come into play here? Do i run DIRT after the upgrade? If so and Unity is pointing to a new exchange, how are the mail boxes resolved in the new exchange.

thanks in advance for the replies

Cisco Employee

Re: upgrade from 3.x to 4.x

You can start with this white paper:

it talks about installing VM only with an eye towards converting to UM later - since you've already installed Unity VM and presumably the customer is already using Exchange email in their environement, that train has left the station... however the paper covers some of what you're wondering about.

The key to DiRT is that it searches for matches in the directory by DirectoryID, then RDN then Alias(UID) - in your case if the aliases in the email system don't match those you used in the VM deployment of Unity then it'll create new accounts for those users on the fly and you'll have to use Migrate Subscriber Data to move the unity info from those newly created accounts onto the appropriate email accounts. If the aliases do match then you're good to go.

Check out the training videos and help for:


Migrate Subscriber Data:

Hope that helps