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

Topic Last Modified: 2010-07-30

Use this checklist to install and deploy Microsoft Exchange Server 2010 Unified Messaging (UM) and Microsoft Office Communications Server 2007. Before you start working with this checklist, make sure you're familiar with the concepts in:

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

For step-by-step guidance about how to upgrade from Microsoft Exchange Server 2007 to Exchange 2010, see Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM.

Checklist for deploying Office Communications Server and Exchange 2010 Unified Messaging

Done? Tasks Topic


Verify that the Exchange 2010 server roles other than the Unified Messaging server role have been installed and configured.

Verify an Exchange 2010 Installation


Install Communications Server 2007.

Next Steps: Starting Deployment


Install the 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


Configure the Startup Mode for each UM server.

Configure the Startup Mode on a UM Server


Run the Exchange Certificate wizard.

Create a New Exchange Certificate


Import a trusted certificate on each Communications Server 2007 server.

Configuring Certificates on the Server Running Microsoft Exchange Server 2007 Unified Messaging


Create the number of SIP URI dial plans required for your organization.

Create a UM Dial Plan


Configure the SIP URI dial plans in your organization.

View or Configure the Properties of a UM Dial Plan


Add each UM server that has been installed to the appropriate dial plan.

Add a UM Server to a Dial Plan


Configure your UM dial plan security setting.

Configure VoIP Security on a UM Dial Plan


Create the required number of auto attendants.

Create a UM Auto Attendant


Configure the auto attendants in your organization.

View or Configure the Properties of a UM Auto Attendant


Run the ExchUcUtil.ps1 script.

Step 1. Configure Unified Messaging on Microsoft Exchange to Work with Office Communications Server

The ExchUcUtil.ps1 script is located in the <Program Files>\Microsoft\Exchange Server\V14\Scripts folder.


Create and assign a location profile to the Communications Server 2007 pool.

Step 2. Create Location Profiles


Run OcsUmUtil.exe.

Step 3. Configure Communications Server to Work with Unified Messaging on Microsoft Exchange Server


Create and assign a location profile to the Communications Server pool.

Step 4. Assign Location Profile to Pool


Deploy Mediation Server.

Step 5. Deploy a Mediation Server


Configure call routing.

If you've integrated Exchange Unified Messaging and Office Communications Server, you'll probably find it unnecessary to configure dialing rules or dialing rule groups in Exchange Unified Messaging. Office Communications Server is designed to perform call routing and number translation for users in your organization, and will also do this when the calls are made by Exchange Unified Messaging on behalf of users.

Step 7. Configure Outbound Call Routing


Enable users for Enterprise Voice and assign a TEL URI.

Step 8. Enable Users for Enterprise Voice


Configure users for Enterprise Voice.

Step 10. Configure Per-User Location Profiles


Create a UM mailbox policy or configure the default UM mailbox policy.


Enable users with a SIP address for Unified Messaging in your organization.

Enable a User for Unified Messaging


Optional: Deploy and configure incoming faxing

Deploy and Configure Incoming Faxing

Sending and receiving faxes using T.38 or G.711 isn't supported in an environment where Unified Messaging and Communications Server 2007 are integrated.