Checklist: Upgrading from Exchange 2003 and Exchange 2007

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

Topic Last Modified: 2010-09-30

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

Exchange 2010 System Requirements

2. Confirm prerequisite steps are done for Exchange 2003 and Exchange 2007

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

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 want to use the Outlook Anywhere component of Exchange 2010.

Enable Outlook Anywhere

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

8. Install the Hub Transport server role

Install Exchange Server 2010

9. Configure a legacy host name

Upgrade from Exchange 2007 Client Access

10. Install the Unified Messaging server role