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:
- Understanding Hybrid Deployment
- Understanding Prerequisites for an Exchange 2003 Hybrid Deployment
- Understanding the Hybrid Server with Exchange 2003
- Understanding Single Sign-On
- Understanding Hybrid Deployment Permissions
- Understanding Certificate Requirements
- Understanding Shared and Split SMTP Namespaces
- Understanding Transport Options
- Understanding Shared Free/Busy
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 | |
|
| 2. Sign up for Microsoft Office 365 | Sign Up for Microsoft Office 365 for an Exchange 2003 Hybrid Deployment |
|
| 3. Verify hybrid deployment prerequisites | |
|
| 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 |
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 |
