A few customers reported on a failure during Exchange 2010 Service Pack 2 Installation. The failure not stop the Exchange upgrade process, but in the end the Exchange server was down and reinstallation / resorting from backup - were the only solutions that help to resolve this issue.
Due this, I add a few recommendations that may help to reduce the risk during Exchange 2010 Service Pack / Rollup deployment:
Note: Most of the Exchange Service Packs / Rollups doesn’t contain a rollback mechanism.
1. Never install the Exchange updates or patches along with other windows updates.
2. Install the Rollups separate and do not club with Service pack upgrades.
3. Stop all the Microsoft and 3rd party services (e.g. Antivirus, Backup etc.) before upgrade.
4. Take a clean copy of the Binary files & Exchange registry keys, because at times the setup may fail after “Removing Files” stage.
5. Before upgrade reboot the server and confirm there is no issues with Exchange (Check app log and System logs for exchange related errors)
6. Run ExBPA and fix the critical errors before upgrade
7. Verify that the account that is using during the installation have the required access permissions:
a. Local Administrator Privilege and full control to the Exchange registry keys (even if the account that you are using have a local Administrator privilege).
b. Membership in the Exchange Organization Management Role.
c. Membership in the Domain Admins Group.
d. If the Service Pack / Rollup require a Schema Upgrade, a member ship in “Schema Admins” group is required.
8. Its highly recommended to test the Service Pack / Rollup in a lab before moving to production deployment.
9. In case that the server is a member in a Database Availability Group (DAG) , first -move all the databases to alternative host and then temporary disable/block this server from providing services.
10. Its highly recommended to upgrade all the HAB/CAS servers in the organization first and then upgrade all the mailbox roles.
11. Verify that you are using the latest version of third party software for Exchange server (e.g. Backup, Antivirus etc.).