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Checklist: Perform a New Installation of Exchange 2010

Exchange 2010
 

Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2

Topic Last Modified: 2010-09-28

Use this checklist to deploy Microsoft Exchange Server 2010. 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. For more customized step-by-step guidance about how to deploy Exchange 2010, see the Exchange Server Deployment Assistant.

Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a new Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.

For more information, see Exchange Server Deployment Assistant.

 

Done?

Task

Topic

 

1. Verify system requirements

Exchange 2010 System Requirements

 

2. Confirm prerequisite steps are done

Exchange 2010 Prerequisites

 

3. Configure disjoint namespace

noteNote:
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

 

4. Install the Client Access server role

Install Exchange Server 2010

 

5. Add digital certificates on the Client Access server

Create a New Exchange Certificate 

 

6. Enable Outlook Anywhere

noteNote:
This step is optional. It's only necessary if you want to use the Outlook Anywhere component of Exchange 2010.

Enable Outlook Anywhere

 

7. Configure settings on virtual directories, including OAB, Web Services, ECP, Outlook Web App, and Exchange ActiveSync virtual directories

noteNote:
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 ECP, Outlook Web App, or Exchange ActiveSync.

Create an Offline Address Book Virtual Directory

Configure ECP Virtual Directory Properties

View or Configure Outlook Web App Virtual Directories

View or Configure Exchange ActiveSync Virtual Directory Properties

 

8. Install the Hub Transport server role

Install Exchange Server 2010

 

9. Install the Mailbox server role

Install Exchange Server 2010

 

10. Use public folders

Configure Public Folder Replication

 

11. Install the Edge Transport server role

noteNote:
This step is optional. It's only necessary if you want to use the Edge server role in your organization.

Install Exchange Server 2010

 

12. Subscribe the Edge Transport server

noteNote:
This step is optional. It's only necessary if you want to use the Edge server role in your organization.

Create an Edge Subscription File on an Edge Transport Server

Import an Edge Subscription File to an Active Directory Site

 

13. Install the Unified Messaging server role

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

Install Exchange Server 2010

 

14. Configure Unified Messaging

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

Deploy a New Exchange 2010 RTM UM Environment

 

15. Post-installation tasks

Exchange 2010 Post-Installation Tasks

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