Checklist: Upgrading to Exchange 2010 Unified Messaging
Applies to: Exchange Server 2010
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:
Deploying a New Unified Messaging Environment
Note
For more information about how to perform the tasks that must be completed for Microsoft Office Communications Server 2007, see Office Communications Server and Client Documentation Rollup.
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. |
|
|
Install Exchange 2007 Service Pack 2 (SP2) on all existing Exchange 2007 servers, including the Unified Messaging servers in your organization. |
|
|
Install the Exchange 2010 Unified Messaging server role. |
|
|
Optional: Install the Unified Messaging language packs you need on the UM servers in your organization. |
|
|
Optional: If you're going to have Exchange 2007 Unified Messaging servers and users with UM-enabled mailboxes on Exchange 2007 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 .gif "Dd351206.note(en-us,EXCHG.140).gif") 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 UM dial plan. |
|
|
Import any custom prompts that were created for Exchange 2007 UM dial plans or auto attendants to Exchange 2010 Unified Messaging. |
|
|
Configure all IP gateways or IP PBXs to send incoming calls to the Exchange 2010 UM servers. |
|
|
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 Unified Messaging servers from the UM dial plan. .gif "Dd351206.important(en-us,EXCHG.140).gif") Important:
Only remove the Exchange 2007 UM servers from the dial plan if there aren't any Exchange 2007 UM-enabled mailboxes.
|
|
|
Remove the Exchange 2007 Unified Messaging servers from the Exchange organization. Important:
Only remove the Exchange 2007 UM servers from the Exchange organization if there aren't any Exchange 2007 UM-enabled mailboxes in your organization.
|
Uninstall the Unified Messaging Server Role in Exchange 2010 |
|
Optional: Deploy and configure incoming faxing. |
Note
Exchange 2007 and later versions contain Unified Messaging features. Versions that are earlier than Exchange 2007 can't be upgraded and require you to deploy an Exchange 2010 organization with all the server roles, including Unified Messaging. For details, see Deploying a New Unified Messaging Environment.