Topic Last Modified: 2013-02-20
Use this checklist to help you install and deploy Unified Messaging (UM) in your organization.
Before you start working with this checklist, make sure you're familiar with the concepts in:
For step-by-step guidance about how to deploy UM and Microsoft Lync Server, see Checklist: Integrate Exchange 2013 UM with Lync Server.
Checklist for deploying Unified Messaging
Done? | Tasks | Topic |
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Deploy and configure telephony components. |
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Review the system requirements before installing Exchange 2013. |
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Verify that you meet the prerequisites for installation. |
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Install the required Client Access and Mailbox servers. |
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Verify the installation and review the server setup logs. |
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If required, install the required UM language packs. |
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Create the number of dial plans required for your organization. |
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Configure the dial plan security setting. |
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Configure the UM startup mode for each Client Access and Mailbox server. |
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Configure the number of concurrent calls on your Mailbox servers. |
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Configure Outlook Voice Access numbers and other settings. |
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Configure outbound dialing for Unified Messaging. |
Authorize Calls Using Dialing Rules |
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Create the required number of auto attendants. |
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Set up and configure each of the UM auto attendants. |
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Create, import, and enable a new Exchange certificate for UM or enable a mutually-trusted third-party certificate. Also, import the certificate on all VoIP gateways, IP PBXs, and SBCs. |
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Restart the Microsoft Exchange Unified Messaging service and the Unified Messaging Call Router service on all Exchange servers to load the required certificates. |
Stop the Microsoft Exchange Unified Messaging Service Start the Microsoft Exchange Unified Messaging Service Stop the Microsoft Exchange Unified Messaging Call Router Service Start the Microsoft Exchange Unified Messaging Call Router Service |
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Create a UM mailbox policy or configure the default UM mailbox policy. |
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Enable users for Unified Messaging with an extension number and an E.164 number, if required. |
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Enable incoming faxing (Optional). |
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Set up Protected Voice Mail (Optional). |