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Checklist: Upgrade Exchange 2007 UM to Exchange 2013 UM

 

Applies to: Exchange Server 2013

Topic Last Modified: 2014-04-01

Use this checklist to help you upgrade Exchange 2007 Unified Messaging (UM) to Exchange 2013 UM. Be sure to refer to this information when you’re upgrading your Exchange 2007 organization and your UM deployment to Exchange 2013. For step-by-step instructions for upgrading to Exchange 2013 UM, see Upgrade Exchange 2007 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 2010 UM to Exchange 2013 UM, see Checklist: Upgrade Exchange 2010 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

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

Import dial plan and auto attendant custom prompts

Import custom prompts from Exchange 2007 to Exchange 2013

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 2007 UM servers

How to Disable Unified Messaging on Exchange 2007

Remove an Exchange 2007 UM server from a dial plan

How to Remove a Unified Messaging Server from a Dial Plan

 
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