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Additional Post-Installation Tasks

 

Applies to: Exchange Server 2007 SP3, Exchange Server 2007 SP2, Exchange Server 2007 SP1, Exchange Server 2007

Topic Last Modified: 2009-04-24

This topic provides a checklist of the optional tasks to perform after you install Microsoft Exchange Server 2007. Before you perform these tasks, be sure that you have completed the tasks on the Finalize Deployment tab in the Exchange Management Console. The tasks in this topic are optional, depending on the features you want to enable in your organization. We recommend that you perform all the tasks that apply to your organization.

 

Task Check

Verify your Exchange 2007 installation. You should review the setup logs, verify the folder structure of Exchange files, verify the tools installed, and check that the required Exchange services are started. For more information about verifying your installation, see Verifying an Exchange 2007 Installation.

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Use the Security Configuration Wizard to reduce the susceptibility of Microsoft Windows environments to exploitation of security vulnerabilities. For more information, see Using the Security Configuration Wizard to Secure Windows for Exchange Server Roles.

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Task Check

Verify the default configuration of the Hub Transport server agent. For more information, see Verifying the Default Configuration of the Hub Transport Server Agents.

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Delegate the Organization Administrator role to the users and groups that will administer transport rules, journaling, and Send connectors. For more information, see Setting Administrator Permissions for the Hub Transport Server Role.

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Delegate the Server Administrator role for each server to the users and groups that will administer Receive connectors. For more information, see Setting Administrator Permissions for the Hub Transport Server Role.

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Run the Exchange Server Mail Flow Analyzer to verify mail flow. For more information, see Using the Toolbox.

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Establish the e-mail address to which journal reports are sent, and configure journal rules to specify the users and groups whose messages should be journaled based on the scope of distribution. For more information, see How to Create a New Journal Rule.

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Configure the transport rules that you want to implement to support your organization's policies. For more information, see How to Create a New Transport Rule.

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If you installed Exchange 2007 in an organization that has servers running Exchange Server 2003 or Exchange 2000 Server, you must understand how to configure the versions of Exchange to coexist. For more information, see Coexisting with Exchange Server 2003 and Exchange 2000 Server.

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Task Check

Enable the Client Access server for Post Office Protocol version 3 (POP3) and Internet Message Access Protocol Version 4rev1 (IMAP4) if you plan to let clients use POP3 or IMAP4. For more information about how to enable a Client Access server for POP3 and IMAP4, see Enabling POP3 and IMAP4 on a Client Access Server.

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Increase security for communications between clients and the Client Access server and between the Client Access server and other servers.

For more information about how to help secure the Client Access server messaging environment, see Managing Client Access Security.

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Task Check

If you plan to install the Mailbox server role in a clustered scenario, configure the active cluster node. For more information, see How to Install the Active Clustered Mailbox Role in a CCR Environment on Windows Server 2003 and How to Install the Passive Clustered Mailbox Role in a CCR Environment on Windows Server 2003.

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Configure permissions using the Exchange administrator roles. For more information, see Configuring Permissions.

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Create and configure additional storage groups and databases. For more information, see Managing Storage Groups and Databases.

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Create mailboxes for users in your organization. For more information, see Managing User Mailboxes.

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Move mailboxes from an existing Exchange server. For more information, see Moving Mailboxes.

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Configure public folders. For more information, see Managing Public Folders.

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Configure additional compliance features. For more information, see Managing Transport Policy and Compliance Features.

noteNote:
If you have not already done so, you should also configure messaging records management (MRM). For more information, see Managing Messaging Records Management.

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Configure backups for disaster recovery. For more information, see Disaster Recovery.

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Configure Calendar Concierge features. For more information, see Managing Meeting Items.

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Configure Out of Office features. For more information, see Managing the Out of Office Feature.

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Specify the ports that are opened for use with Calendar Connector, see How to Use Specific Ports for Calendar Connector Communication.

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Task Check

Configure additional Unified Messaging (UM) servers. To add a UM server to an existing dial plan, see How to Add a Unified Messaging Server to a Dial Plan. To add a UM server that will be in a new dial plan, see the following topics:

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Create and configure UM mailbox policies. For more information, see How to Create a New Unified Messaging Mailbox Policy.

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Create and configure UM hunt groups. For more information, see How to Create a New Unified Messaging Hunt Group.

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Exchange 2007 Service Pack 1 (SP1) only: Integrate Office Communications Server 2007 and Exchange 2007 UM. For more information about how to configure your UM environment to support Office Communications Server 2007, see Configuring Unified Messaging and Office Communications Server 2007.

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Task Check

Verify the default configuration of the Edge Transport server agent. For more information, see Verifying the Default Configuration of the Edge Transport Server Agents.

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Set administrator permissions. For more information, see Setting Administrator Permissions for the Edge Transport Server Role.

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Modify the default configuration of the Active Directory Application Mode (ADAM). For more information, see How to Modify ADAM Configuration.

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For information about the required configuration steps on the Finalize Deployment tab in the Exchange Management Console, see Finalize Deployment Tasks.

For information about the optional configuration steps on the End-to-End Scenario tab in the Exchange Management Console, see End-to-End Scenario Tasks.

 
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