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

Topic Last Modified: 2009-11-05


Use this checklist to install and deploy Microsoft Exchange Server 2010 Unified Messaging (UM). Before you start working with this checklist, make sure you're familiar with the concepts in:

For step-by-step guidance about how to upgrade from Microsoft Exchange Server 2007 to Exchange 2010, see Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM.

Checklist for deploying Exchange 2010 Unified Messaging

Done? Tasks Topic


Deploy and configure the IP gateways, IP PBXs, and PBXs in your organization.

Managing IP Gateways


Verify that the Exchange server roles other than the Unified Messaging server role have been installed and configured.

Verify an Exchange 2010 Installation


Install the 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


Create the required number of UM dial plans for your organization.

Create a UM Dial Plan


Configure the UM dial plans in your organization.

View or Configure the Properties of a UM Dial Plan


Create the required number of UM IP gateways.

Create a UM IP Gateway


Create the required number of UM hunt groups.

Create a UM Hunt Group


Add each UM server that has been installed to the appropriate dial plan.

Add a UM Server to a Dial Plan


Optional: Configuring mutual TLS

  • Run the Exchange Certificate wizard.

  • Configure your UM dial plan security setting.

  • Configure the Startup Mode for each UM server.

  • Configure your UM IP gateways to listen on port 5061.

  • Import your Exchange certificate on each IP gateway or IP PBX.


Create the required number of auto attendants.

Create a UM Auto Attendant


Configure the auto attendants in your organization.

View or Configure the Properties of a UM Auto Attendant


Create a UM mailbox policy or configure the default UM mailbox policy.


Enable users in your organization for Unified Messaging.

Enable a User for Unified Messaging


Optional: Deploy and configure incoming faxing.

Deploy and Configure Incoming Faxing

Return to top