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

Topic Last Modified: 2010-09-24

 

Use this checklist to upgrade from Microsoft 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 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 2007 to 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

Upgrade from Exchange 2007 Client Access

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 decide to deploy Outlook Anywhere.

Enable Outlook Anywhere

7. Configure settings on virtual directories, including OAB, Exchange 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

8. Install the Hub Transport server role

Upgrade from Exchange 2007 Transport

Install Exchange Server 2010

9. Configure a legacy host name

Upgrade from Exchange 2007 Client Access

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

Install the Exchange 2010 Unified Messaging Server Role

11. Configure and transition Unified Messaging

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

12. Install the Mailbox server role

Install Exchange Server 2010

Upgrade from Exchange 2007 Mailbox

13. Move OAB generation to Exchange 2010

Move the Offline Address Book Generation Process to Another Server

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.

Upgrade from Exchange 2007 Transport

Install Exchange Server 2010

15. Subscribe and transition Edge Transport services

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

16. Move Exchange 2007 mailboxes to Exchange 2010

Create a Local Move Request

17. Move public folder data to Exchange 2010

Configure Public Folder Replication

18. Post-installation tasks

Exchange 2010 Post-Installation Tasks

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