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

Topic Last Modified: 2012-02-27

Use this checklist to upgrade an existing Microsoft Exchange Server 2007 Unified Messaging (UM) environment. Before you start working with this checklist, make sure you're familiar with the concepts in:

Checklist for upgrading to Exchange 2010 Unified Messaging

Done? Tasks Topic

 

Verify that you have deployed or upgraded the Client Access, Mailbox, and Hub Transport servers in your organization to Exchange Server 2010.

Verify an Exchange 2010 Installation

 

Install Exchange 2007 Service Pack 3 (SP3) on all existing Exchange 2007 SP3 servers, including the Unified Messaging servers in your organization.

Download Exchange Server 2007 Service Pack 3 (SP3)

 

Install the Exchange 2010 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

 

Optional: If you're going to have Exchange 2007 SP3 Unified Messaging servers and users with UM-enabled mailboxes on Exchange 2007 SP3 in your Exchange 2010 organization, you'll need to create additional dial plans and UM hunt groups with new pilot numbers.

If you're integrating with Communications Server 2007, a new UM SIP URI dial plan is required that has been configured with a new pilot identifier

Note:
You'll need to disable Unified Messaging your users and then re-enable them using the new SIP URI dial plan.

 

Add the Exchange 2010 UM servers to the Exchange 2007 SP3 UM dial plan.

Add a UM Server to a Dial Plan

 

Import any custom prompts that were created for Exchange 2007 SP3 UM dial plans or auto attendants to Exchange 2010 Unified Messaging.

Import-UMPrompt

 

Configure all IP gateways or IP PBXs to send incoming calls to the Exchange 2010 UM servers.

Managing IP Gateways

 

Move the Exchange 2007 UM-enabled mailboxes to an Exchange 2010 Mailbox server.

Move Mailboxes from Exchange 2010 Servers to Exchange 2007 Servers

 

Remove the Exchange 2007 SP3 Unified Messaging servers from the UM dial plan.

Important:
Only remove the Exchange 2007 SP3 UM servers from the dial plan if there aren't any Exchange 2007 SP3 UM-enabled mailboxes.

Remove a UM Server from a Dial Plan

 

Remove the Exchange 2007 SP3 Unified Messaging servers from the Exchange organization.

Important:
Only remove the Exchange 2007 SP3 UM servers from the Exchange organization if there aren't any Exchange 2007 SP3 UM-enabled mailboxes in your organization.

Uninstall the Unified Messaging Server Role in Exchange 2010

 

Optional: Deploy and configure incoming faxing.

Deploy and Configure Incoming Faxing

Note:
Exchange 2007 and later versions contain Unified Messaging features. Versions that are earlier than Exchange 2007 SP3 can't be upgraded and require you to deploy an Exchange 2010 organization with all the server roles, including Unified Messaging. For details, see Deploy a New Exchange 2010 RTM UM Environment.