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Checklist - Exchange 2003 and Office 365 Hybrid Deployment

 

Applies to: Exchange Server 2010 SP1

Topic Last Modified: 2011-08-05

Use this checklist to configure a hybrid deployment between an on-premises Microsoft Exchange Server 2003 organization and Microsoft Office 365 for enterprises using a Microsoft Exchange Server 2010 Service Pack 1 (SP1) hybrid server.

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 hybrid deployment scenario. For more customized step-by-step guidance about how to configure your Exchange 2003 organization for a hybrid deployment, 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.

Prepare for Deployment

Done? Task Topic

 

1. Before you configure a hybrid deployment

Before You Configure an Exchange 2003 Hybrid Deployment

 

2. Sign up for Microsoft Office 365

Sign Up for Microsoft Office 365 for an Exchange 2003 Hybrid Deployment

 

3. Verify hybrid deployment prerequisites

Verify Prerequisites for an Exchange 2003 Hybrid Deployment

 

4. Collect needed information

Collect Needed Information for an Exchange 2003 Hybrid Deployment

Configure Hybrid Deployment Prerequisites

Done? Task Topic

 

5. Configure single sign-on

Configure Single Sign-on for an Exchange 2003 Hybrid Deployment

 

6. Configure Active Directory synchronization

Configure Active Directory Synchronization for an Exchange 2003 Hybrid Deployment

 

7. Verify service configuration

Verify Service Configuration for an Exchange 2003 Hybrid Deployment

Deploy Hybrid Server

Done? Task Topic

 

8. Install Exchange 2010 hybrid server

Install Exchange 2010 Hybrid Server for an Exchange 2003 Hybrid Deployment

 

9. Configure management interfaces

Configure Management Interfaces for an Exchange 2003 Hybrid Deployment

 

10. Enable Mailbox Replication service proxy

Enable Mailbox Replication Service Proxy for an Exchange 2003 Hybrid Deployment

Configure Hybrid Server Services

Done? Task Topic

 

11. Configure virtual directories

Configure Virtual Directories for an Exchange 2003 Hybrid Deployment

 

12. Configure accepted domains

Configure Accepted Domains for an Exchange 2003 Hybrid Deployment

 

13. Configure Exchange certificates

Configure Exchange Certificates for an Exchange 2003 Hybrid Deployment

 

14. Configure e-mail address policy

Configure E-Mail Address Policy for an Exchange 2003 Hybrid Deployment

 

15. Configure Outlook Anywhere

Configure Outlook Anywhere for an Exchange 2003 Hybrid Deployment

Configure Federation

Done? Task Topic

 

16. Configure Autodiscover DNS records

Configure Autodiscover DNS Records for an Exchange 2003 Hybrid Deployment

 

17. Configure federated delegation

Configure Federated Delegation for an Exchange 2003 Hybrid Deployment

 

18. Configure organization relationships

Configure Organization Relationships for an Exchange 2003 Hybrid Deployment

 

19. Configure Outlook Web App

Configure Outlook Web App for an Exchange 2003 Hybrid Deployment

Configure Transport

Done? Task Topic

 

20. Configure Send and Receive connectors

Configure Send and Receive Connectors for an Exchange 2003 Hybrid Deployment

 

21. Configure mail flow

Configure Mail Flow for an Exchange 2003 Hybrid Deployment

Finalize Your Deployment

Done? Task Topic

 

22. Create a test mailbox

Create a Test Mailbox for an Exchange 2003 Hybrid Deployment

 

23. Redirect inbound mail flow to hybrid server

Redirect Inbound Mail Flow to Hybrid Server for an Exchange 2003 Hybrid Deployment

 

24. Redirect Outlook Web App connections to hybrid server

Redirect Outlook Web App Connectors for an Exchange 2003 Hybrid Deployment

 

25. Move or create a mailbox

Move or Create a Mailbox for an Exchange 2003 Hybrid Deployment

 

26. Complete post-configuration tasks

Post-Configuration Tasks to Support an Exchange 2003 Hybrid Deployment

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