Checklist: Upgrade from Exchange 2007


Applies to: Exchange Server 2013

Topic Last Modified: 2016-12-09

Use this checklist to upgrade from Microsoft Exchange Server 2007 to Exchange Server 2013. Before you start working with this checklist, make sure you're familiar with the concepts discussed in:

This checklist is generic in that it provides guidance for a typical upgrade scenario.

The Exchange Server Deployment Assistant provides you with customized step-by-step guidance about how to deploy Exchange Server. The Deployment Assistant can help you deploy a new installation of Exchange Server 2013, upgrade a previous version to Exchange 2013, or configure a hybrid deployment of Exchange 2013 and Exchange Online. To learn more, see Exchange Server Deployment Assistant.





1. Read the release notes.

Release notes for Exchange 2013


2. Verify system requirements

Exchange 2013 system requirements


3. Confirm prerequisite steps are done

Exchange 2013 prerequisites

Deployment security checklist


4. Configure disjoint namespace

This step is optional. It's only necessary if your organization is running a disjoint namespace.

Configure the DNS suffix search list for a disjoint namespace

5. Select an offline address book for all Exchange 2007 mailbox databases

How to Provision Recipients for Offline Address Book Downloads

6. Create legacy Exchange hostname

Create a legacy Exchange host name


7. Install Exchange 2013

Install Exchange 2013 using the Setup wizard

Install the Exchange 2013 Edge Transport role using the Setup wizard

Verify an Exchange 2013 installation

8. Create an Exchange 2013 mailbox

Create user mailboxes


9. Configure Exchange-related virtual directories

This step is necessary if you want to use Exchange Web Services, Outlook Anywhere, or the offline address book. It also may be required if you need to change any of the default settings for Exchange Control Panel, Microsoft Office Outlook Web App, or Exchange ActiveSync.

Exchange 2013 Client Access server configuration


10. Configure Exchange 2013 certificates

Digital certificates and SSL 

11. Configure Exchange 2007 certificates

Managing SSL for a Client Access Server

12. Configure Edge Transport server

This step is optional. It's only necessary if your organization is uses an Edge Transport server.

Configure Internet mail flow through a subscribed Edge Transport server


13. Configure Unified Messaging

This step is optional. It's only necessary if you want to use Unified Messaging in your organization.

Planning for Unified Messaging

Deploy Exchange 2013 UM

14. Enable and configure Outlook Anywhere

Outlook Anywhere

15. Configure service connection point

Exchange 2013 Client Access server configuration

16. Configure Exchange 2007 URLs

Configure Exchange 2007 external URLs

17. Configure DNS records

Configure DNS records for Exchange 2007 multiple-server install


18. Move mailboxes from Exchange 2007 to Exchange 2013

Mailbox moves in Exchange 2013


19. Move public folder data from Exchange 2013 to Exchange 2013

This step is optional. It's only necessary if your organization is uses public folders.

Public folders

Use serial migration to migrate public folders to Exchange 2013 from previous versions


20. Post-installation tasks

Exchange 2013 post-Installation tasks