Applies to: Exchange Server 2010 SP1
Topic Last Modified: 2012-07-23
Estimated time to complete: 35 minutes
The Exchange 2010 hybrid server enables communication between your existing Exchange 2007 servers and the cloud-based service. The hybrid server consists of the Client Access and Hub Transport server roles. You'll need to do a few things to install a hybrid server, so let's get started.
Learn more at: Understanding the Hybrid Server with Exchange 2007
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This topic is meant to be read as part of the Microsoft Exchange Server 2007 and Office 365 Hybrid Deployment checklist. Information or procedures in this topic may depend on prerequisites configured in topics earlier in the checklist. To view the checklist, see Checklist - Exchange 2007 and Office 365 Hybrid Deployment |
How do I install Exchange 2010?
You need to be assigned permissions before you can perform this procedure. Here are the permissions you need:
- If you haven't previously prepared the Active Directory schema
for Exchange 2010, the account you use must be a member of the
Schema Admins groups.
- If this is the first Exchange 2010 server in this organization,
you must be a member of the Enterprise Admins group
- If you've already prepared the Active Directory schema for
Exchange 2010 and this isn't the first Exchange 2010 server in the
organization, you must be a member of the Delegated Setup or
Organization Management role groups.
We recommend installing the latest update rollup for Exchange 2010 on all your servers. Although you can install update rollups on a server after Exchange 2010 has been installed, it's less time-consuming to incorporate the update rollup into the server installation process. To do this, copy the contents of the Exchange 2010 DVD to the file system, and then copy or move the downloaded update rollup file to the Updates folder in the installation tree. When you perform the procedure below, the update rollup will be installed as part of the initial installation process.
Microsoft releases update rollup packages approximately every six to eight weeks. The rollup packages are available via Microsoft Update and the Microsoft Download Center. In the Search box on the Microsoft Download Center, type "Exchange 2010 update rollup" to find links to the rollup packages.
Find update rollup packages at: Microsoft Download Center
You'll use the Exchange Server 2010 Setup wizard to install the hybrid server.
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You need to provide an Exchange 2010 Hybrid Edition product key on the hybrid server when you configure a hybrid deployment with Office 365. To obtain a Hybrid Edition product key, contact Office 365 support. |
- Download Exchange 2010 Service Pack 1 (SP1).
- On the hybrid server, run Exchange2010-SP1-x64.exe to extract
the installation files.
- Navigate to the extraction location and double-click
Setup.exe.
- The Exchange Server 2010 Setup welcome screen appears. In the
Install section, the software listed for Steps 1 and 2 was
installed with the Exchange 2010 prerequisites. However, if these
prerequisites aren't already installed, click the appropriate step
to install them.
- When Steps 1 and 2 are listed as Installed, click Step 3 to
expand the Exchange language options, and then choose the
appropriate option:
- Install all languages from the language
bundle This option installs all the Exchange
2010 languages from an Exchange 2010 language bundle. You can
connect to the Internet to download the latest applicable language
bundle or to use a previously downloaded language bundle on a local
drive or network share. Internet connectivity is required for
Exchange Setup to download the language pack bundle.
- Install only languages from the
DVD This option installs only the languages
included with the Setup DVD. The installation of additional
languages support requires installing the languages from the
language bundle.
- Install all languages from the language
bundle This option installs all the Exchange
2010 languages from an Exchange 2010 language bundle. You can
connect to the Internet to download the latest applicable language
bundle or to use a previously downloaded language bundle on a local
drive or network share. Internet connectivity is required for
Exchange Setup to download the language pack bundle.
- After Step 3 is complete, click Step 4: Install Microsoft
Exchange.
- On the Introduction page, click Next.
- On the License Agreement page, review the software
license terms. If you agree to the terms, select I accept the
terms in the license agreement, and click Next.
- On the Error Reporting page, select Yes or
No to enable the Exchange Error Reporting feature, and click
Next.
- On the Installation Type page, select Typical
Exchange Server Installation. This will install the Hub
Transport, Client Access, and Mailbox server roles plus the
Exchange Management Tools. To optionally change the installation
path for Exchange 2010, click Browse, locate the appropriate
folder in the folder tree, and then click OK. Click
Next.
Note: You can opt to perform a custom installation of Exchange 2010 if needed. If the custom installation is selected, you must install the Hub Transport and Client Access server roles to successfully configure a hybrid deployment. The Mailbox server role is optional. - Use the Configure Client Access Server external
domain page to configure an external fully qualified domain
name (FQDN). This is the FQDN that you give to Outlook Web App
users to connect to the Exchange 2010 hybrid server. For example,
mail2.contoso.com. Select the check box, enter your FQDN, and then
click Next.
- On the Customer Experience Improvement Program page,
optionally join in the Exchange Customer Experience Improvement
Program (CEIP). The CEIP collects anonymous information about how
you use Exchange 2010 and any problems that you encounter. To join
the CEIP, select Join the Customer Experience Improvement
Program, choose the industry that best represents your
organization, and then click Next.
- On the Readiness Checks page, review the Summary to
determine if the system and server are ready for the hybrid server
to be installed. If all prerequisite checks completed successfully,
click Install. If any of the prerequisite checks failed, you
must resolve the displayed error before you can go ahead with
installing the hybrid server. In many cases, you don't need to exit
Setup while you're fixing issues. After you resolve an error, click
Retry to run the prerequisite check again. Also, be sure to
review any warnings that are reported.
- The Progress page displays the progress and elapsed time
for each phase of the installation. As each phase ends, it's marked
completed and the next phase proceeds. If any errors are
encountered, the phase will end as incomplete and unsuccessful. If
that happens, you must exit Setup, resolve any errors, and then
restart Setup.
- When all phases have finished, the Completion page
displays. Review the results, and verify that each phase completed
successfully. Clear the check box for Finalize this installation
using the Exchange Management Console, and then click
Finish to exit Setup.
- When you're returned to the Setup welcome screen, click
Close. On the Confirm Exit prompt, click Yes.
- Restart the computer to complete the installation of the hybrid
server.
How do I enter the Hybrid Edition product key?
You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Product key" entry in the Exchange and Shell Infrastructure Permissions topic.
After you've obtained the product key from Office 365 support, follow these steps:
- Open the Exchange Management Console on the hybrid server.
- In the console tree, navigate to Server Configuration
and select the hybrid server.
- In the action pane, click Enter Product Key.
- On the Enter Product Key page, enter the Hybrid Edition
product key, and then click Enter.
- On the Completion page, review the following, and then
click Finish to close the wizard:
- A status of Completed indicates that the wizard
completed the task successfully.
- A status of Failed indicates that the task wasn't
completed. If the task fails, review the summary for an
explanation, and then click Back to make any configuration
changes.
- A status of Completed indicates that the wizard
completed the task successfully.
How do I know this worked?
The successful completion of the Exchange Setup wizard will be your first indication that the installation process worked as expected. To further verify that the hybrid server installed successfully, you can use the Shell to run the following command.
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Get-ExchangeServer <server name> |
This cmdlet outputs a list of the Exchange 2010 server roles that are installed on the specified server.
You can also check the Exchange setup log (ExchangeSetup.log), located in <system drive>\ExchangeSetupLogs to verify that the hybrid server was installed as expected.
Learn more at: Verify an Exchange 2010 Installation
Having problems? Ask for help in the Office 365 forums. To access the forums, you'll need to sign in using an account that's granted administrator access to your cloud-based service. Visit the forums at: Office 365 Forums