Checklist: Perform a New Installation of Exchange 2010

 

Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2

Use this checklist to deploy Microsoft Exchange Server 2010. Before you start working with this checklist, make sure you're familiar with the concepts discussed in:

• Planning for Exchange 2010

• Understanding Exchange 2010 Setup

• Planning Roadmap for New Deployments

• Deployment Security Checklist

• Deployment Checklist for Multi-Tenancy

This checklist is generic in that it provides guidance for a typical scenario. For more customized step-by-step guidance about how to deploy Exchange 2010, see the Exchange Server Deployment Assistant.

Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a new Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.

For more information, see Exchange Server Deployment Assistant.

Checklist for a New Installation of Exchange 2010

Done?	Task	Topic
	1. Verify system requirements	Exchange 2010 System Requirements
	2. Confirm prerequisite steps are done	Exchange 2010 Prerequisites
	3. Configure disjoint namespace Note 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
	4. Install the Client Access server role	Install Exchange Server 2010
	5. Add digital certificates on the Client Access server	Create a New Exchange Certificate
	6. Enable Outlook Anywhere Note This step is optional. It's only necessary if you want to use the Outlook Anywhere component of Exchange 2010.	Enable Outlook Anywhere
	7. Configure settings on virtual directories, including OAB, Web Services, ECP, Outlook Web App, and Exchange ActiveSync virtual directories Note 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 ECP, Outlook Web App, or Exchange ActiveSync.	Create an Offline Address Book Virtual Directory Configure ECP Virtual Directory Properties View or Configure Outlook Web App Virtual Directories View or Configure Exchange ActiveSync Virtual Directory Properties
	8. Install the Hub Transport server role	Install Exchange Server 2010
	9. Install the Mailbox server role	Install Exchange Server 2010
	10. Use public folders	Configure Public Folder Replication
	11. Install the Edge Transport server role Note This step is optional. It's only necessary if you want to use the Edge server role in your organization.	Install Exchange Server 2010
	12. Subscribe the Edge Transport server Note This step is optional. It's only necessary if you want to use the Edge server role in your organization.	Create an Edge Subscription File on an Edge Transport Server Import an Edge Subscription File to an Active Directory Site
	13. Install the Unified Messaging server role Note This step is optional. It's only necessary if you want to use Unified Messaging in your organization.	Install Exchange Server 2010
	14. Configure Unified Messaging Note This step is optional. It's only necessary if you want to use Unified Messaging in your organization.	Deploy a New Exchange 2010 RTM UM Environment
	15. Post-installation tasks	Exchange 2010 Post-Installation Tasks

Return to top

 © 2010 Microsoft Corporation. All rights reserved.