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Checklist - Exchange 2010 and Office 365 Hybrid Deployment

 

Applies to: Exchange Server 2010 SP1

Topic Last Modified: 2011-08-05

Use this checklist to configure a hybrid deployment between an on-premises Microsoft Exchange Server 2010 Service Pack 1 (SP1) organization and Microsoft Office 365 for enterprises. This deployment is achieved by configuring an existing Exchange 2010 server in your on-premises organization as a hybrid server.

Before you start working with this checklist, make sure you're familiar with the concepts discussed in:

This checklist is generic in that it provides guidance for a typical hybrid deployment scenario. For more customized step-by-step guidance about how to configure your Exchange 2010 organization for a hybrid deployment, see the Exchange Server Deployment Assistant.

Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.

For more information, see Exchange Server Deployment Assistant.

Prepare for Deployment

Done? Task Topic

 

1. Before you begin

Before You Configure an Exchange 2010 Hybrid Deployment

 

2. Sign up for Office 365

Sign Up for Microsoft Office 365 for an Exchange 2010 Hybrid Deployment

 

3. Verify hybrid deployment prerequisites

Verify Prerequisites for an Exchange 2010 Hybrid Deployment

 

4. Collect needed information

Collect Needed Information for an Exchange 2010 Hybrid Deployment

Configure Hybrid Deployment Prerequisites

Done? Task Topic

 

5. Configure single sign-on

Configure Single Sign-on for an Exchange 2010 Hybrid Deployment

 

6. Configure Active Directory synchronization

Configure Active Directory Synchronization for an Exchange 2010 Hybrid Deployment

 

7. Verify service configuration

Verify Service Configuration for an Exchange 2010 Hybrid Deployment

Deploy Hybrid Server

Done? Task Topic

8. Configure management interfaces

Configure Management Interfaces for an Exchange 2010 Hybrid Deployment

9. Enable Mailbox Replication service proxy

Enable Mailbox Replication Service Proxy for an Exchange 2010 Hybrid Deployment

Configure Hybrid Server Services

Done? Task Topic

10. Configure virtual directories

Configure Virtual Directories for an Exchange 2010 Hybrid Deployment

11. Configure accepted domains

Configure Accepted Domains for an Exchange 2010 Hybrid Deployment

12. Configure Exchange certificates

Configure Exchange Certificates for an Exchange 2010 Hybrid Deployment

13. Configure e-mail address policy

Configure E-Mail Address Policy for an Exchange 2010 Hybrid Deployment

14. Configure Outlook Anywhere

Configure Outlook Anywhere for an Exchange 2010 Hybrid Deployment

Configure Federation

Done? Task Topic

15. Configure Autodiscover DNS records

Configure Autodiscover DNS Records for an Exchange 2010 Hybrid Deployment

16. Configure federated delegation

Configure Federated Delegation for an Exchange 2010 Hybrid Deployment

17. Configure organization relationships

Configure Organization Relationships for an Exchange 2010 Hybrid Deployment

18. Configure Outlook Web App

Configure Outlook Web App for an Exchange 2010 Hybrid Deployment

Configure Transport

Done? Task Topic

19. Configure Send and Receive connectors

Configure Send and Receive Connectors for an Exchange 2010 Hybrid Deployment

20. Configure mail flow

Configure Mail Flow for an Exchange 2010 Hybrid Deployment

Finalize Your Deployment

Done? Task Topic

 

21. Create a test mailbox

Create a Test Mailbox for an Exchange 2010 Hybrid Deployment

 

22. Redirect Outlook Web App connections to hybrid server

Redirect Outlook Web App Connections for an Exchange 2010 Hybrid Deployment

 

23. Move or create a mailbox

Move or Create a Mailbox for an Exchange 2010 Hybrid Deployment

 

24. Post-configuration tasks

Post-Configuration Tasks to Support an Exchange 2010 Hybrid Deployment

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