Checklist: Upgrade Exchange 2007 UM to Exchange 2013 UM

Applies to: Exchange Server 2013

Use this checklist to help you upgrade Exchange 2007 Unified Messaging (UM) to Exchange 2013 UM. Be sure to refer to this information when you're upgrading your Exchange 2007 organization and your UM deployment to Exchange 2013. For step-by-step instructions for upgrading to Exchange 2013 UM, see Upgrade Exchange 2007 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 2010 UM to Exchange 2013 UM, see Checklist: Upgrade Exchange 2010 UM to Exchange 2013 UM.

Checklist for upgrading Exchange 2007 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 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
Import dial plan and auto attendant custom prompts Import custom prompts from Exchange 2007 to Exchange 2013
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 2007 UM servers How to Disable Unified Messaging on Exchange 2007
Remove an Exchange 2007 UM server from a dial plan How to Remove a Unified Messaging Server from a Dial Plan