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Checklist: Upgrade from Exchange 2010

Exchange 2010

Applies to: Exchange Server 2013

Topic Last Modified: 2013-04-15

Use this checklist to upgrade from Microsoft Exchange 2010 to Exchange 2013. 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 upgrade scenario.

Note:
The Exchange 2013 Deployment Assistant (ExDeploy) provides you with customized step-by-step guidance about how to deploy Exchange Server. ExDeploy can help you with a new installation of Exchange Server 2013, upgrade scenarios from previous versions of Exchange, or a hybrid deployment of Exchange 2013 and Exchange Online. To learn more, see Exchange Server 2013 Deployment Assistant. We're working on adding more scenarios to ExDeploy. We’ll make an announcement on the Exchange Team Blog when we add new scenarios. If you would like to be notified when a new scenario is released, we invite you to subscribe to the Exchange 2013 Deployment Assistant Announcements feed.

Note:

The Exchange 2013 Deployment Assistant (ExDeploy) provides you with customized step-by-step guidance about how to deploy Exchange Server. ExDeploy can help you with a new installation of Exchange Server 2013, upgrade scenarios from previous versions of Exchange, or a hybrid deployment of Exchange 2013 and Exchange Online. To learn more, see Exchange Server 2013 Deployment Assistant.
We're working on adding more scenarios to ExDeploy. We’ll make an announcement on the Exchange Team Blog when we add new scenarios. If you would like to be notified when a new scenario is released, we invite you to subscribe to the Exchange 2013 Deployment Assistant Announcements feed.

Checklist for upgrading from Exchange 2010 to Exchange 2013

Done?

Task

Topic(s)

1. Read the release notes.

Release Notes for Exchange 2013

2. Verify system requirements

Exchange 2013 System Requirements

3. Confirm prerequisite steps are done

Exchange 2013 Prerequisites

Deployment Security Checklist

4. Configure disjoint namespace

Note:
This step is optional. It's only necessary if your organization is running a disjoint namespace.

Configure the DNS Suffix Search List for a Disjoint Namespace

5. Install Exchange 2013

Install Exchange 2013 in an Existing Exchange 2010 Organization

Verify an Exchange 2013 Installation

6. Add digital certificates on the Client Access server

Digital Certificates and SSL

Create a Digital Certificate Request

7. Configure Exchange-related virtual directories

Note:
This step is necessary if you want to use Exchange Web Services, Outlook Anywhere, or the offline address book. It also may be required if you need to change any of the default settings for Exchange Control Panel, Microsoft Office Outlook Web App, or Exchange ActiveSync.

Default Settings for Exchange Virtual Directories

8. Configure Unified Messaging