[This is pre-release documentation and subject to change in future releases.
This topic's current status is: Revising Per Edit.]
Applies to: Exchange Server 2010
This topic provides the procedure for performing a custom installation of Microsoft Exchange Server 2010. A custom installation enables you to select which server role(s) are installed. For detailed steps to install a typical installation of Exchange 2010, which includes the Hub Transport, Client Access and Mailbox server roles, see Perform a Typical Exchange 2010 Installation.
Before you can install Exchange 2010, make sure that the server has the necessary prerequisites installed. You must ensure that the appropriate software and operating system prerequisites are installed on the server before you begin your Exchange 2010 installation. To install the prerequisites for all server roles, see Exchange 2010 Prerequisites. For more information about system requirements, see Exchange 2010 System Requirements.
In addition, before you begin your Exchange 2010 installation, be aware of the following:
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For e-mail messages to flow correctly, you must install both the Mailbox server role and the Hub Transport server role in the same Active Directory site.
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You can install the Mailbox server role, Hub Transport server role, Client Access server role, and Unified Messaging server role on the same computer or on separate computers. The Edge Transport server role must always be installed on dedicated hardware, and it cannot co-exist with other server roles.
Perform a custom installation of Exchange 2010
To perform the following procedure, the account you use must be delegated membership in the Schema Administrators group if you haven't previously prepared the Active Directory schema.
If you're installing the first Exchange 2010 server in the organization, the account you use must have membership in the Enterprise Administrators group.
If you've already prepared the schema and are not installing the first Exchange 2010 server in the organization, the account you use must be delegated the Organization Management role.
After you have completed the custom installation, be aware of the following important points:
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After you install the first Exchange 2010 server in an organization, if you create a new recipient object (such as a mailbox, contact, distribution list, mailbox agent, or mail-enabled public folder), it will have a LegacyExchangeDN that corresponds to the new administrative group for the Exchange 2010 server. Because of this LegacyExchangeDN, Outlook will request a full offline address book (OAB) download from the Exchange 2010 server for each user in this organization that logs on to a mailbox using Outlook and using OAB versions 2 or 3. This could cause many simultaneous OAB download requests, which causes high network utilization.
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After installing the Unified Messaging server role, you must restart the system to allow the Microsoft Exchange Unified Messaging service to reserve the required TCP ports.