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Checklist: Perform a New Installation of Exchange 2013

Exchange 2010

Applies to: Exchange Server 2013

Topic Last Modified: 2013-04-16

Use this checklist to deploy Microsoft Exchange Server 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 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 deploy a new installation of Exchange Server 2013, upgrade a previous version to Exchange 2013, or configure 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 deploy a new installation of Exchange Server 2013, upgrade a previous version to Exchange 2013, or configure 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 a new installation of Exchange 2013

Done?

Task

Topic

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

4. Configure disjoint namespace.

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

Disjoint Namespace Scenarios

5. Install the Mailbox server role.

Install Exchange 2013 Using the Setup Wizard

6. Install the Client Access server role.

Install Exchange 2013 Using the Setup Wizard

7. Configure Transport.

Create a Send connector

8. Add additional accepted domains.

Add additional accepted domains

9. Configure email address policies.

Configure the default email address policy

10. Configure settings on virtual directories, including the offline address book, Exchange Web Services, Exchange Administration Center (EAC), Outlook Web App, and Exchange ActiveSync 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 EAC, Outlook Web App, or Exchange ActiveSync.

Configure external URLs

Configure internal URLs

11. Add digital certificates on the Client Access server.

Configure an SSL certificate

12. Configure Unified Messaging.

Note:
This step is optional. It's only necessary if you want to use Unified Messaging in your organization.

Deploying Voice Mail and UM

13. Configure additional Unified Messaging and Lync Server settings.

Note:
This step is optional. It's only necessary if you’ve configured Unified Messaging in your organization and want to integrate it with Lync Server.

Integrate Exchange 2013 UM with Lync Server

14. Post-installation tasks.

Exchange 2013 Post-Installation Tasks

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