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Perform a Typical Exchange 2010 Installation

[This is pre-release documentation and subject to change in future releases. This topic's current status is: Revising Per Edit.]

Applies to: Exchange Server 2010 Topic Last Modified: 2009-08-15

This topic provides the procedure for performing a typical installation of Microsoft Exchange Server 2010. A typical installation includes the Hub Transport, Client Access and Mailbox server roles, as well as the Exchange Management Tools. For detailed steps to install the Unified Messaging or Edge Transport server roles, see Perform a Custom Exchange 2010 Installation.

Before you can install Exchange 2010, make sure that the server has the necessary prerequisites installed. You must ensure that the appropriate software and operating system prerequisites are installed on the server before you begin your Exchange 2010 installation. To install the prerequisites for all server roles, see Exchange 2010 Prerequisites. For more information about system requirements, see Exchange 2010 System Requirements.

In addition, before you begin your Exchange 2010 installation, be aware of the following:

  • For e-mail messages to flow correctly, you must install both the Mailbox server role and the Hub Transport server role in the same Active Directory site.
  • You can install the Mailbox server role, Hub Transport server role, Client Access server role, and Unified Messaging server role on the same computer or on separate computers. The Edge Transport server role must always be installed on dedicated hardware, and it cannot co-exist with other server roles.

To perform the following procedure, the account you use must be delegated membership in the Schema Administrators group if you have not previously prepared the Active Directory schema. If you're installing the first Exchange 2010 server in the organization, the account you use must have membership in the Enterprise Administrators group. If you have already prepared the schema and are not installing the first Exchange 2010 server in the organization, the account you use must be delegated the Exchange Organization Management role.

Bb123694.note(en-us,EXCHG.140).gifNote:
For information about preparing Active Directory for Exchange 2010, see Prepare Active Directory and Domains. For information about permissions in Exchange 2010, see Important: Update for Permissions in Exchange 2010.
  1. Log on to the server on which you want to install Exchange 2010.
    Bb123694.note(en-us,EXCHG.140).gifImportant:
    Be sure that you've completed the prerequisite tasks in this topic and the Exchange 2010 Prerequisites topic before you install Exchange 2010.
  2. Insert the Exchange 2010 DVD into the DVD drive (or browse to your install location). If Setup.exe doesn't start automatically, navigate to the DVD drive and double-click Setup.exe.
  3. On the Start page, ensure that you have completed Steps 1 and 2.
    Bb123694.note(en-us,EXCHG.140).gifNote:
    If you haven't already installed these components, Setup will provide you with links to Microsoft's Web sites where you can download the necessary pre-requisites.
  4. On the Start page, click Step 3: Choose Exchange language option. The language options will appear below Step 3. Choose either:
    1. Install all languages from the language bundle If you choose this option, all supported language bundled will be installed. Setup can download the necessary language bundles automatically, or you can browse to the location (hard drive or a network share) of previously downloaded language bundles and install those.
    2. Install only languages from the DVD If you choose this option, only English (US) language support will be installed. Language bundles can be installed at a later time to provide support for additional languages if needed.
  5. Once Step 3 is complete, click Step 4: Install Microsoft Exchange. Setup copies the setup files locally to the computer on which you are installing Exchange 2010.
  6. In the Exchange Server 2010 Setup wizard, on the Introduction page, click Next.
  7. On the License Agreement page, read the entire license agreement, select I accept the terms in the license agreement, and then click Next.
  8. On the Error Reporting page, select Yes, and then click Next.
  9. On the Installation Type page, click Typical Exchange Server Installation. If you want to change the path for the Exchange 2010 installation, click Browse, specify the appropriate folder, and then click OK. Click Next.
  10. If this is the first Exchange 2010 server in your organization, on the Exchange Organization page, type a name for your Exchange organization. The Exchange organization name can contain only the following characters:
    • A through Z
    • a through z
    • 0 through 9
    • Space (not leading or trailing)
    • Hyphen or dash
    Bb123694.note(en-us,EXCHG.140).gifNote:
    The organization name can't contain more than 64 characters. The organization name can't be blank. If the organization name contains spaces, you must enclose it in quotation marks.
  11. If this is the first Exchange 2010 server in your organization, on the Client Settings page, click the appropriate option based on the client computers in your organization.
    Bb123694.note(en-us,EXCHG.140).gifNote:
    If you have client computers that are running Outlook 2003 or Microsoft Entourage, select Yes, and Exchange 2010 will create a public folder database on the Mailbox server. If all your client computers are running Outlook 2007 or later, public folders are optional in Exchange 2010. If you select No, Exchange 2010 will not create a public folder database on the Mailbox server. You can add a public folder database later, if needed.
  12. If the Client Access server role being installed is intended as an Internet-facing server, you can enter the domain name you will use for external client access on the Configure Client Access server external domain page, Check the box that says The Client Access server role will be Internet-facing, and enter the URL your clients will use (for example, mail.contoso.com).
  13. On the Customer Experience Improvement page, choose the appropriate selection for your organization, and then click Next.
  14. On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. If they have not completed successfully, you must resolve any reported errors before you can install Exchange 2010. You do not need to exit Setup when resolving some of the prerequisite errors. After resolving a reported error, click Retry to re-run the prerequisite check. Be sure to also review any warnings that are reported. If all readiness checks have completed successfully, click Install to install Exchange 2010.
  15. On the Completion page, click Finish.
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