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Install the Exchange 2016 Mailbox role using the Setup wizard

 

Applies to: Exchange Server 2016

Topic Last Modified: 2016-08-08

How to use the Exchange Server 2016 Setup wizard to install the Exchange 2016 Mailbox role on a computer

Before you install the Exchange Server 2016 Mailbox role, verify the following prerequisites:

  • Verify the Active Directory, network, computer hardware, operating system, and software requirements at Exchange 2016 system requirements and Exchange 2016 prerequisites.

  • Verify the following permissions for the account that you're using to install Exchange 2016:

    • Enterprise Admins group membership   Required if this is the first Exchange 2016 server in the organization.

    • Schema Admins group membership   Required if you haven't previously prepared the Active Directory schema.

    • Exchange Organization role group membership   Required if you've already prepared the Active Directory schema, or if other Exchange 2016 servers already exist in the organization.

      Note that members of the Delegated Setup role group can also deploy Exchange 2016 servers that have already been provisioned by members of the Organization Management role group.

  • Verify that you've read the release notes at Release notes for Exchange 2016.

For more information about planning for Exchange 2016, see Planning and deployment.

To install the Exchange 2016 Edge Transport role on a computer, see Install the Exchange 2016 Edge Transport role using the Setup wizard. Note that you can't install the Edge Transport role on a Mailbox server.

For information about tasks to do after you've installed Exchange 2016, see Exchange 2016 post-installation tasks.

CautionCaution:
After you install Exchange 2016 on a server, you must not change the server name. Renaming a server after you have installed an Exchange 2016 server role is not supported.

  1. Use the information in Updates for Exchange 2016 to download the latest version of Exchange 2016 on the computer where you want to install Exchange.

  2. In File Explorer, right-click on the Exchange ISO image file that you downloaded, and then select Mount. In the resulting virtual DVD drive that appears, start Exchange 2016 Setup by double-clicking Setup.exe.

  3. The Exchange Server 2016 Setup wizard opens. On the Check for Updates? page, choose one of the following options, and then click Next to continue:

    • Connect to the Internet and check for updates   We recommend this option, which searches for updates to the version of Exchange 2016 that you're installing (it doesn't detect newer Exchange 2016 Cumulative Updates). This option takes you to the Downloading Updates page that searches for updates. Click Next to continue.

    • Don't check for updates right now

    Exchange 2016 Setup, Check for Updates page
  4. The Copying Files page shows the progress of copying files to the local hard drive. Typically, the files are copied to %WinDir%\Temp\ExchangeSetup, but you can confirm the location in the Exchange Setup log at C:\ExchangeSetupLogs\ExchangeSetup.log.

    Exchange 2016 Setup, Copying Files page
  5. On the Introduction page, we recommend that you visit the Exchange Server 2016 deployment planning links if you haven't already reviewed them. Click Next to continue.

    Exchange 2016 Setup, Introduction page
  6. On the License Agreement page, review the software license terms, select I accept the terms in the license agreement, and then click Next to continue.

    Exchange 2016 Setup, License Agreement page
  7. On the Recommended Settings page, choose one of the following settings:

    • Use recommended settings   Exchange automatically sends error reports and information about your computer hardware and how you use Exchange to Microsoft. For information about what's sent to Microsoft and how it's used, click ? or the help links on the page.

    • Don't use recommended settings   These settings are disabled, but you can enable them at any time after Setup completes.

    Click Next to continue.

    Exchange 2016 Setup, Recommended Settings page
  8. On the Server Role Selection page, configure the following options:

    • Mailbox role   Select this option, which also automatically installs the Management Tools.

    • Automatically install Windows Server roles and features that are required to install Exchange   Select this option to have the Setup wizard install the required Windows prerequisites. You might need to reboot the computer to complete the installation of some Windows features. If you don't select this option, you need to install the Windows features manually.

      Note: Selecting this option installs only the Windows features that are required by Exchange. You need to install other prerequisites manually. For more information, see Exchange 2016 prerequisites.

    Click Next to continue.

    Exchange 2016 Setup, Server Role Selection page, Mailbox role selection
  9. On the Installation Space and Location page, either accept the default installation location (C:\Program Files\Microsoft\Exchange Server\V15), or click Browse to choose a new location. Make sure that you have enough disk space available in the location where you want to install Exchange. Click Next to continue.

    Exchange 2016 Setup, Installation Space and Location page
  10. If this is the first Exchange server in your organization, you arrive on the Exchange Organization page. On this page, configure the following settings:

    • Specify the name for this Exchange organization   The default value is First Organization, but you typically use the company name for this value. The organization name is used internally by Exchange, isn't typically seen by users, doesn't affect the functionality of Exchange, and doesn't determine what you can use for email addresses.

      • The organization name can't contain more than 64 characters, and can't be blank.

      • Valid characters are A to Z, a to z, 0 to 9, hyphen or dash (-), and space, but leading or trailing spaces aren't allowed.

      • You can't change the organization name after it's set.

    • Apply Active Directory split permission security model to the Exchange organization   Most organizations don't need to select this option. If you need to separate management of Active Directory security principals and the Exchange configuration, split permissions might work for you. For more information, click ?.

    Click Next to continue.

    Exchange 2016 Setup, Exchange Organization page
  11. On the Malware Protection Settings page, choose whether you want disable malware scanning. Malware scanning is enabled by default (the value No is selected). If you disable malware scanning, you can enable it in the future. Click Next to continue.

    Exchange 2016 setup, Malware Protection Settings page
  12. On the Readiness Checks page, verify that the organization and server role prerequisite checks completed successfully. If they haven't, the only option on the page is Retry, so you need to resolve the errors before you can continue.

    Exchange 2016 Setup, Readiness Check page with errors detected

    After you resolve the errors, click Retry to run the prerequisite checks again. You can fix some errors without exiting Setup, while the fix for other errors requires you to restart the computer. If you restart the computer, you need to start over at Step 1.

    When no more errors are detected on the Readiness Checks page, the Retry button changes to Install so you can continue. Be sure to review any warnings, and then click Install to install Exchange 2016.

    Exchange 2016 Setup, Readiness Check page with errors resolved
  13. On the Setup Progress page, a progress bar indicates how the installation is proceeding.

    Exchange 2016 Setup, Setup Progress page
  14. On the Setup Completed page, click Finish, and then restart the computer.

    Exchange 2016 Setup, Setup Completed page

 
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