Checklist: Upgrade Exchange 2010 UM to Exchange 2013 UM
Applies to: Exchange Server 2013, Exchange Server 2016
Use this checklist to help you upgrade Exchange 2010 Unified Messaging (UM) to Exchange 2013 UM. Be sure to refer to this information when you're upgrading your Exchange 2010 organization and your UM deployment to Exchange 2013. For step-by-step instructions for upgrading to Exchange 2013 UM, see Upgrade Exchange 2010 UM to Exchange 2013 UM.
Before you start working with this checklist, make sure you're familiar with the concepts in:
For step-by-step guidance about how to upgrade from Exchange 2007 UM to Exchange 2013 UM, see Upgrade Exchange 2007 UM to Exchange 2013 UM.
Checklist for upgrading Exchange 2010 UM to Exchange 2013 UM
| Done? | Tasks | Topic |
|---|---|---|
| ☐ | Deploy and configure telephony components. | Connect UM to your telephone system |
| ☐ | Review the system requirements before installing Exchange 2013. | Exchange 2013 system requirements |
| ☐ | Verify that you meet the prerequisites for installation. | Exchange 2013 prerequisites |
| ☐ | Install the required Client Access and Mailbox servers. Warning: You must deploy at least one Exchange 2013 Mailbox server in your organization before you configure the VoIP gateways or IP PBXs to send UM SIP and RTP traffic to the Exchange 2013 Client Access servers. |
Install Exchange 2013 using the Setup wizard |
| ☐ | Verify the installation and review the server setup logs. | Verify an Exchange 2013 installation |
| ☐ | If required, install the required UM language packs. | Install a UM language pack |
| ☐ | Move the Exchange 2010 system mailbox used for UM custom prompts to Exchange 2013. | Mailbox moves in Exchange 2013 Note: If the system mailbox has already been moved, you can still manually import/export custom prompts from Exchange 2010 using Import and export custom greetings, announcements, menus, and prompts. |
| ☐ | Export and import certificates. | Deploying certificates for UM |
| ☐ | Configure the UM startup mode on all Exchange 2013 Client Access servers. | Configure the startup mode on a Client Access server |
| ☐ | Configure the UM startup mode on all Exchange 2013 Mailbox servers. | Configure the startup mode on a Mailbox server |
| ☐ | Create or configure existing UM dial plans. | Create a UM dial plan Manage a UM dial plan |
| ☐ | Create or configure existing UM IP gateways. | Create a UM IP gateway >Manage a UM IP gateway |
| ☐ | Create a UM hunt group. | Create a UM hunt group |
| ☐ | Create or configure UM auto attendants. | Create a UM auto attendant Manage a UM auto attendant |
| ☐ | Create or configure UM mailbox policies. | Create a UM mailbox policy Manage a UM mailbox policy |
| ☐ | Move existing UM-enabled mailboxes to Exchange 2013. | Mailbox moves in Exchange 2013 |
| ☐ | Enable new users for UM or configure settings for an existing UM-enabled user. | Enable a user for voice mail Manage voice mail settings for a user](manage-voice-mail-settings-exchange-2013-help.md) |
| ☐ | Configure your VoIP gateways, IP PBXs, and SIP-enabled PBXs to send all incoming calls to the Exchange 2013 Client Access servers. | Configuration notes for supported VoIP gateways, IP PBXs, and PBXs Connect a VoIP gateway, IP PBX, or session border controller to UM |
| ☐ | Disable call answering on the Exchange 2010 UM servers. | Disable Unified Messaging on Exchange 2010 |
| ☐ | Remove an Exchange 2010 UM server from a dial plan. | Remove a UM Server from a Dial Plan |