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Checklist: Upgrade Exchange 2010 UM to Exchange 2013 UM

 

Topic Last Modified: 2014-04-04

Use this checklist to help you upgrade Exchange 2010 Unified Messaging (UM) to Exchange 2013 UM. Be sure to refer to this information when you’re upgrading your Exchange 2010 organization and your UM deployment to Exchange 2013. For step-by-step instructions for upgrading to Exchange 2013 UM, see Upgrade Exchange 2010 UM to Exchange 2013 UM.

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

For step-by-step guidance about how to upgrade from Exchange 2007 UM to Exchange 2013 UM, see Upgrade Exchange 2007 UM to Exchange 2013 UM

 

Done? Tasks Topic

Deploy and configure telephony components.

Connect UM to your telephone system

 

Review the system requirements before installing Exchange 2013.

Exchange 2013 system requirements

 

Verify that you meet the prerequisites for installation.

Exchange 2013 prerequisites

 

Install the required Client Access and Mailbox servers.

WarningWarning:
You must deploy at least one Exchange 2013 Mailbox server in your organization before you configure the VoIP gateways or IP PBXs to send UM SIP and RTP traffic to the Exchange 2013 Client Access servers.

Install Exchange 2013 using the Setup wizard

Verify the installation and review the server setup logs.

Verify an Exchange 2013 installation

 

If required, install the required UM language packs.

Install a UM language pack

 

Move the Exchange 2010 system mailbox used for UM custom prompts to Exchange 2013.

Mailbox moves in Exchange 2013

NoteNote:
If the system mailbox has already been moved, you can still manually import/export custom prompts from Exchange 2010 using Import and export custom greetings, announcements, menus, and prompts.

Export and import certificates.

Deploying certificates for UM

 

Configure the UM startup mode on all Exchange 2013 Client Access servers.

Configure the startup mode on a Client Access server

Configure the UM startup mode on all Exchange 2013 Mailbox servers.

Configure the startup mode on a Mailbox server

Create or configure existing UM dial plans.

Create a UM dial plan

Manage a UM dial plan

Create or configure existing UM IP gateways.

Create a UM IP gateway

Manage a UM IP gateway

Create a UM hunt group.

Create a UM hunt group

Create or configure UM auto attendants.

Create a UM auto attendant

Manage a UM auto attendant

 

Create or configure UM mailbox policies.

Create a UM mailbox policy

Manage a UM mailbox policy

 

Move existing UM-enabled mailboxes to Exchange 2013.

Mailbox moves in Exchange 2013

 

Enable new users for UM or configure settings for an existing UM-enabled user.

Enable a user for voice mail

Manage voice mail settings for a user

 

Configure your VoIP gateways, IP PBXs, and SIP-enabled PBXs to send all incoming calls to the Exchange 2013 Client Access servers.

Configuration notes for supported VoIP gateways, IP PBXs, and PBXs Connect a VoIP gateway, IP PBX, or session border controller to UM

Disable call answering on the Exchange 2010 UM servers.

Disable Unified Messaging on Exchange 2010

Remove an Exchange 2010 UM server from a dial plan.

Remove a UM Server from a Dial Plan

 
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