Checklist: Upgrading from Exchange 2003 and Exchange 2007
Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2
Use this checklist to upgrade from an environment in which you're running Microsoft Exchange Server 2003 and Exchange Server 2007 to Exchange Server 2010.
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. For more customized step-by-step guidance about how to upgrade your mixed Exchange 2003 and Exchange 2007 organization, 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 Upgrading from Exchange 2003 and Exchange 2007 to Exchange 2010
Done? |
Task |
Topic |
1. Verify system requirements |
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2. Confirm prerequisite steps are done for Exchange 2003 and Exchange 2007 |
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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 |
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4. Install the Client Access server role |
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5. Add digital certificates on the Client Access server |
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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. |
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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 the Exchange Control Panel, 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 |
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8. Install the Hub Transport server role |
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9. Configure a legacy host name |
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10. 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. |
Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM Unified Messaging Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM |
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11. Configure Unified Messaging Note This step is optional. It's only necessary if you want to use Unified Messaging in your organization. |
Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM |
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12. Install the Mailbox server role |
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13. Change the offline address book generation server |
Move the Offline Address Book Generation Process to Another Server |
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14. 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. |
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15. 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 |
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16. Move mailboxes from Exchange 2003 or Exchange 2007 to Exchange 2010 |
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17. Move public folder data to Exchange 2010 |
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18. Post-installation tasks |
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