Applies to: Exchange Server 2010 SP1
Topic Last Modified: 2011-08-05
Use this checklist to configure a hybrid deployment between an on-premises Microsoft Exchange Server 2007 organization and Microsoft Office 365 for enterprises using a Microsoft Exchange Server 2010 Service Pack 1 (SP1) hybrid server.
Before you start working with this checklist, make sure you're familiar with the concepts discussed in:
- Understanding Hybrid
Deployment
- Understanding the Hybrid
Server with Exchange 2007
- Understanding
Prerequisites for an Exchange 2007 Hybrid Deployment
- Understanding Single
Sign-On
- Understanding Hybrid
Deployment Permissions
- Understanding
Certificate Requirements
- Understanding Shared and
Split SMTP Namespaces for an Exchange 2007 Hybrid
Deployment
- Understanding Transport
Options for an Exchange 2007 Hybrid Deployment
- Understanding Edge
Transport Servers with an Exchange 2003 Hybrid Deployment
- Understanding Shared
Free/Busy for an Exchange 2007 Hybrid Deployment
- Understanding IRM in an
Exchange 2007 Hybrid Deployment
This checklist is generic in that it provides guidance for a typical hybrid deployment scenario. For more customized step-by-step guidance about how to configure your Exchange 2007 organization for a hybrid deployment, see the Exchange Server Deployment Assistant.
Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a 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.
Prepare for Deployment
| Done? | Task | Topic |
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1. Before you begin |
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2. Sign up for Office 365 |
Sign Up for Microsoft Office 365 for an Exchange 2007 Hybrid Deployment |
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3. Verify hybrid deployment prerequisites |
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4. Collect needed information |
Collect Needed Information for an Exchange 2007 Hybrid Deployment |
Configure Hybrid Deployment Prerequisites
| Done? | Task | Topic |
|---|---|---|
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5. Configure single sign-on |
Configure Single Sign-on for an Exchange 2007 Hybrid Deployment |
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6. Configure Active Directory synchronization |
Configure Active Directory Synchronization for an Exchange 2007 Hybrid Deployment |
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7. Verify service configuration |
Verify Service Configuration for an Exchange 2007 Hybrid Deployment |
Deploy Hybrid Server
| Done? | Task | Topic |
|---|---|---|
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8. Install Exchange 2010 hybrid server |
Install Exchange 2010 Hybrid Server for an Exchange 2007 Hybrid Deployment |
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9. Configure management interfaces |
Configure Management Interfaces for an Exchange 2007 Hybrid Deployment |
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10. Enable Mailbox Replication service proxy |
Enable Mailbox Replication Service Proxy for an Exchange 2007 Hybrid Deployment |
Configure Hybrid Server Services
| Done? | Task | Topic |
|---|---|---|
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11. Configure virtual directories |
Configure Virtual Directories for an Exchange 2007 Hybrid Deployment |
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12. Configure accepted domains |
Configure Accepted Domains for an Exchange 2007 Hybrid Deployment |
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13. Configure Exchange certificates |
Configure Exchange Certificates for an Exchange 2007 Hybrid Deployment |
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14. Configure e-mail address policy |
Configure E-Mail Address Policy for an Exchange 2007 Hybrid Deployment |
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15. Configure Outlook Anywhere |
Configure Outlook Anywhere for an Exchange 2007 Hybrid Deployment |
Configure Federation
| Done? | Task | Topic |
|---|---|---|
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16. Configure Autodiscover DNS records |
Configure Autodiscover DNS Records for an Exchange 2007 Hybrid Deployment |
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17. Configure federated delegation |
Configure Federated Delegation for an Exchange 2007 Hybrid Deployment |
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18. Configure organization relationships |
Configure Organization Relationships for an Exchange 2007 Hybrid Deployment |
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19. Configure Outlook Web App |
Configure Outlook Web App for an Exchange 2007 Hybrid Deployment |
Configure Transport
| Done? | Task | Topic |
|---|---|---|
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20. Configure Send and Receive connectors |
Configure Send and Receive Connectors for an Exchange 2007 Hybrid Deployment |
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21. Configure mail flow |
Finalize Your Deployment
| Done? | Task | Topic |
|---|---|---|
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22. Create a test mailbox |
Create a Test Mailbox for an Exchange 2007 Hybrid Deployment |
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23. Redirect Outlook Web App connections to hybrid server |
Redirect Outlook Web App Connections for an Exchange 2007 Hybrid Deployment |
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24. Move or create a mailbox |
Move or Create a Mailbox for an Exchange 2007 Hybrid Deployment |
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25. Post-configuration tasks |
Post-Configuration Tasks to Support an Exchange 2007 Hybrid Deployment |