Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM

 

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

Use this checklist to upgrade an existing Microsoft Exchange Server 2007 Unified Messaging (UM) environment. Before you start working with this checklist, make sure you're familiar with the concepts in:

• Overview of Unified Messaging

• Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM Unified Messaging

  Note

  For more information about how to perform the tasks that must be completed for Microsoft Office Communications Server 2007, see Office Communications Server and Client Documentation Rollup.

Checklist for upgrading to Exchange 2010 Unified Messaging

Done?	Tasks	Topic
	Verify that you have deployed or upgraded the Client Access, Mailbox, and Hub Transport servers in your organization to Exchange Server 2010.	Verify an Exchange 2010 Installation
	Install Exchange 2007 Service Pack 3 (SP3) on all existing Exchange 2007 SP3 servers, including the Unified Messaging servers in your organization.	Download Exchange Server 2007 Service Pack 3 (SP3)
	Install the Exchange 2010 Unified Messaging server role.	Install the Exchange 2010 Unified Messaging Server Role
	Optional: Install the Unified Messaging language packs you need on the UM servers in your organization.	Install a Unified Messaging Language Pack on a UM Server
	Optional: If you're going to have Exchange 2007 SP3 Unified Messaging servers and users with UM-enabled mailboxes on Exchange 2007 SP3 in your Exchange 2010 organization, you'll need to create additional dial plans and UM hunt groups with new pilot numbers. If you're integrating with Communications Server 2007, a new UM SIP URI dial plan is required that has been configured with a new pilot identifier Note You'll need to disable Unified Messaging your users and then re-enable them using the new SIP URI dial plan.	Create a UM Dial Plan Create a UM Hunt Group Managing UM Hunt Groups Enable a User for Unified Messaging Disable Unified Messaging for a User
	Add the Exchange 2010 UM servers to the Exchange 2007 SP3 UM dial plan.	Add a UM Server to a Dial Plan
	Import any custom prompts that were created for Exchange 2007 SP3 UM dial plans or auto attendants to Exchange 2010 Unified Messaging.	Import-UMPrompt
	Configure all IP gateways or IP PBXs to send incoming calls to the Exchange 2010 UM servers.	Managing IP Gateways
	Move the Exchange 2007 UM-enabled mailboxes to an Exchange 2010 Mailbox server.	Move Mailboxes from Exchange 2010 Servers to Exchange 2007 Servers
	Remove the Exchange 2007 SP3 Unified Messaging servers from the UM dial plan. Important Only remove the Exchange 2007 SP3 UM servers from the dial plan if there aren't any Exchange 2007 SP3 UM-enabled mailboxes.	Remove a UM Server from a Dial Plan
	Remove the Exchange 2007 SP3 Unified Messaging servers from the Exchange organization. Important Only remove the Exchange 2007 SP3 UM servers from the Exchange organization if there aren't any Exchange 2007 SP3 UM-enabled mailboxes in your organization.	Uninstall the Unified Messaging Server Role in Exchange 2010
	Optional: Deploy and configure incoming faxing.	Deploy and Configure Incoming Faxing

Note

Exchange 2007 and later versions contain Unified Messaging features. Versions that are earlier than Exchange 2007 SP3 can't be upgraded and require you to deploy an Exchange 2010 organization with all the server roles, including Unified Messaging. For details, see Deploy a New Exchange 2010 RTM UM Environment.

 © 2010 Microsoft Corporation. All rights reserved.