Applies to: Exchange Server 2007 SP3, Exchange Server 2007 SP2, Exchange Server 2007 SP1, Exchange Server 2007
Topic Last Modified: 2008-10-23

This topic explains how to use Exchange Server 2007 Setup or unattended installation to install the first Microsoft Exchange Server 2007 server in an existing Exchange organization.

You can't perform an in-place upgrade from Exchange Server 2003 or Exchange 2000 Server to Exchange 2007. However, you can install an Exchange 2007 server into the existing Exchange organization and then move the Exchange resources, such as mailboxes, public folders, and connectors to Exchange 2007. After you perform this procedure, you will be running in a coexistence mode. You can maintain this mode for an indefinite period of time, or you can immediately complete the transition to Exchange 2007 by moving all resources from Exchange 2003 to Exchange 2007 and then decommissioning the Exchange 2003 servers.

There are no procedural differences between Exchange 2007 coexistence with Exchange 2003 and Exchange 2007 coexistence with Exchange 2000. Any procedures or documentation that refer to Exchange 2003 only also apply to Exchange 2000.

When you install Exchange 2007 in an existing Exchange 2003 organization, Setup performs the following coexistence-specific tasks:

You can install Exchange 2007 in a native mode Exchange organization. However, if you create a new forest in which to install Exchange 2007, you cannot later add earlier versions of Exchange. This scenario is not supported.

You complete Exchange 2007 installation by performing several tasks. You can complete all these tasks at the same time, or you can perform some of the tasks before you start Exchange 2007 server role installation. To complete installation, follow these steps:

Before You Begin

Before you begin, follow these steps:

  • Create a transition plan. If you plan to maintain a coexistence environment for any period of time, see Planning for Coexistence.

    To complete your transition plan, see the following topics:

  • Verify that the server on which you will install Exchange 2007 meets the system requirements for the server roles that you are installing. For more information, see Exchange 2007 System Requirements.

  • Verify that your existing Exchange organization is running in native mode. An Exchange organization is running in native mode should not contain any servers that are running a version of Exchange previous to Exchange 2000 Server. For more information, see Coexisting with Exchange Server 2003 and Exchange 2000 Server.

  • Verify that no Exchange 2003 transaction log files or database files are located in the root directory of a drive, such as the D:\Priv1.edb directory. If Exchange 2003 transaction log files or database files are located in the root directory of a drive, use the Exchange System Manager tool to move the files to a subfolder.

We recommend that you do not store Exchange transaction log files or database files in the root directory of a drive. For more information see Warning Message When Exchange Management Console in Exchange 2007 is Opened.

To perform the following procedure, the account you use must be delegated membership in the Schema Administrators group if you have not previously prepared the Active Directory schema.

If you are installing the first Exchange 2007 server in the organization, the account you use must have membership in the Enterprise Administrators group.

For more information about permissions, delegating roles, and the rights that are required to administer Exchange 2007, see Permission Considerations.


To use Exchange Server 2007 Setup to install Exchange 2007 in an existing Exchange organization

  1. Log on to the server on which you want to install Exchange 2007.

  2. Insert the Exchange Server 2007 DVD into the DVD drive. If Setup.exe does not start automatically, open the DVD directory, and then double-click Setup.exe.

  3. On the Start page, complete Steps 1 through 3 to install the prerequisite tools.

    If you already have Microsoft .NET Framework 2.0, Microsoft Management Console (MMC) 3.0, and Windows PowerShell installed, these steps will be unavailable. If you have not installed Microsoft .NET Framework 2.0, Setup will link to .NET Framework Developer Center. If you have not installed Microsoft Management Console (MMC) 3.0, Setup will link to MMC 3.0 update is available for Windows Server 2003 and for Windows XP. If you have not installed Microsoft Windows PowerShell, Setup will link to Windows PowerShell 1.0 English Language Installation Packages for Windows Server 2003 Service Pack 1 and for Windows XP Service Pack 2.
  4. On the Start page, click Step 4: Install Microsoft Exchange. Setup copies the setup files to the computer on which you are installing Exchange 2007.

  5. In Exchange Server 2007 Setup, on the Introduction page, click Next.

  6. On the License Agreement page, select I Accept the terms in the license agreement, and then click Next.

  7. On the Error Reporting page, select the appropriate selection and then click Next.

  8. On the Installation Type page, click Typical Exchange Server Installation or Custom Exchange Server Installation. If you want to change the path for the Exchange Server 2007 installation, click Browse, locate the appropriate folder in the folder tree, and then click OK. Click Next.

    If you select the Typical Exchange Server Installation option, you will be unable to install the Unified Messaging server role, Edge Transport server role, or clustered mailbox servers during this installation. You can install additional server roles later by using or Add or Remove Programs from Control Panel.
  9. On the Mail Flow Settings page, click Browse to select an Exchange 2003 bridgehead server that is located in the routing group to which you will create the initial routing group connector.

    Installation Wizard Mail Flow Settings page
    Figure 1   Mail Flow Settings page
  10. The Select Exchange Server dialog box appears. Select an Exchange 2003 bridgehead server, and then click OK.

    Installation Wizard Select Exchange Server dialog
    Figure 2   Select Exchange Server dialog box
  11. On the Mail Flow Settings page, click Next.

  12. On the Readiness Checks page, wait for all readiness checks to complete, and then click Install.

  13. On the Progress page, wait for the organizational preparation, copying of Exchange files, and installation of server roles to complete, and then click Finish.

To perform an unattended installation of Exchange 2007 in an existing Exchange organization

  • Open a command prompt and change directories to the Exchange 2007 source files. Run the following command:

    Copy Code
    Setup /mode:Install /roles:ClientAccess,HubTransport,Mailbox /

For detailed syntax and parameter information, see How to Install Exchange 2007 in Unattended Mode.

After You Finish

After installation is complete, you can view the Exchange 2007 configuration objects in Exchange System Manager in Exchange 2003, as shown in Figure 3.

2003 Exchange System Manager with Exchange 2007
Although you can view the Exchange 2007 configuration objects in Exchange System Manager in Exchange 2003, you must use only Exchange 2007 tools to manage Exchange 2007 objects.

To verify that mail flow is working correctly, follow these steps:

  1. Create a mailbox on the Exchange 2007 Mailbox server. For more information, see How to Create a Mailbox for a New User.

  2. Send an e-mail message from the Exchange 2007 mailbox to a user who has a mailbox that is located on an Exchange 2003 server. Verify that the e-mail message is received.

  3. Send an e-mail message from a user who has a mailbox that is located on an Exchange 2003 server to the new Exchange 2007 mailbox user. Verify that the e-mail message is received.

Perform the Finalize Deployment Tasks tasks that are required for the server roles that you have installed.

You can now continue to transition the Exchange organization, or you can maintain a coexistence environment. If you will be operating in a coexistence environment, make sure that you read Planning for Coexistence.

For More Information

Figure 3   Exchange System Manager with Exchange 2007 installed