Install Exchange 2010 in an Existing Exchange 2003 Organization

Applies to: Exchange Server 2010

This topic explains how to use Exchange 2010 Setup to install the first Microsoft Exchange 2010 server in an existing Exchange organization.

You can't perform an in-place upgrade from Exchange Server 2003 to Exchange 2010. However, you can install an Exchange 2010 server into the existing Exchange organization and then move the Exchange resources, such as mailboxes, public folders, and connectors to Exchange 2010.

After you perform this procedure, your organization will be running in a coexistence mode. You can maintain this mode for an indefinite period of time, or you can immediately complete the upgrade to Exchange 2010 by moving all resources from Exchange 2003 to Exchange 2010 and then decommissioning the Exchange 2003 servers.

When you install Exchange 2010 in an existing Exchange 2003 organization, Setup performs the following coexistence-specific tasks:

• It creates the Active Directory universal security group ExchangeLegacyInterop. This group is granted the permissions that allow the Exchange 2003 servers to send e-mail to the Exchange 2010 servers.
• It creates a two-way routing group connector between Exchange 2010 and a selected Exchange 2003 bridgehead server. Exchange 2010 and Exchange 2003 use different routing topologies. You must configure a routing group connector to enable mail flow between the Exchange versions.

For information about performing a custom installation, see Perform a Custom Exchange 2010 Installation. For information about how to install Exchange 2010 in unattended mode, see Install Exchange 2010 in Unattended Mode.

Prerequisites

You must ensure that each of the servers meets the appropriate prerequisites and system requirements before you begin your installation. For more information, see the following topics:

• Overview of Exchange 2010 Server Roles
• Exchange 2010 Prerequisites
• Exchange 2010 System Requirements

Install Exchange 2010

If this is the first instance of Exchange 2010 that you're installing into your existing organization, make sure that you install the Client Access server role first, followed by the Hub Transport server role, followed by the UM server role, and lastly, the Mailbox server role.

To perform the following procedure, the account you use must be delegated membership in the Schema Admins group if you haven't previously prepared the Active Directory schema. If you're installing the first Exchange 2010 server in the organization, the account you use must have membership in the Enterprise Admins group. If you have already prepared the schema and are not installing the first Exchange 2010 server in the organization, the account you use must be delegated the Delegated Setup role group.

1. Insert the Exchange 2010 DVD into the DVD drive. When the AutoPlay dialog appears, click Run Setup.exe under Install or run program. If the AutoPlay dialog doesn't appear, navigate to the root of the DVD and double-click Setup.exe. Alternatively, browse to the location of your Exchange 2010 installation files and double-click Setup.exe.

2. The Exchange Server 2010 Setup welcome screen appears. In the Install section, the software listed for Step 1: Install .NET Framework 3.5 SP1 and Step 2: Install Windows PowerShell v2 was installed with the Exchange 2010 prerequisites. However, if these prerequisites aren't already installed, click the appropriate step to install them.
   For more information about Windows PowerShell installation, see Install Windows Management Framework.

   Important

   If you're installing Exchange 2010 on Windows Server 2008 R2, don't use the downloadable .NET Framework package. Instead, use Server Manager in Windows Server 2008 R2 or run ServerManagerCmd -i NET-Framework.

3. When Step 1 and Step 2 are shown as Installed, click Step 3: Choose Exchange language option to expand the Exchange language options, and then choose the appropriate option:

   1. Install all languages from the language bundle   This option installs all the Exchange 2010 languages from an Exchange 2010 language bundle. You can connect to the Internet to download the latest applicable language bundle or to use a previously downloaded language bundle on a local drive or network share. Internet connectivity is required for Exchange Setup to download the language pack bundle.
   2. Install only languages from the DVD   This option installs only the languages included with the Setup DVD. The installation of additional languages support requires installing the languages from the language bundle.
      For more information about Exchange language options, see Exchange 2010 Language Support.

4. After language installation is complete, click Step 4: Install Microsoft Exchange. This option starts the Exchange Server 2010 Setup Wizard.

5. . On the License Agreement page, review the software license terms. If you agree to the terms, select I accept the terms in the license agreement, and then click Next.

6. On the Error Reporting page, choose Yes, and then click Next.

7. On the Installation Type page, click Typical Exchange Server Installation. If you want to change the path for the Exchange 2010 installation, click Browse, locate the appropriate folder in the folder tree, and then click OK. Click Next.

   Note

   If you choose the Typical Exchange Server Installation option, you will not be able to install the Unified Messaging server role or Edge Transport server role during this installation. You can add additional server roles later if you choose not to install them during this installation.

8. On the Configure Client Access Server external domain page, enter a domain name to use to configure your Client Access servers. For more information about configuring Client Access servers, see Managing External Client Access. Click Next.

9. On the Mail Flow Settings page, select an Exchange 2003 server in the routing group which Exchange 2010 will connect to. Click Browse to select an Exchange 2003 server, and then click OK. Click Next. For more information, see Upgrade from Exchange 2003 Transport.

10. On the Customer Experience Improvement page, choose the appropriate selection for your organization, and then click Next.

11. On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. If they have completed successfully, click Install to install Exchange 2010.

12. On the Completion page, click Finish.

Post-Installation Tasks

To verify that Exchange 2010 installed correctly, see Verify an Exchange 2010 Installation. After installation is complete, you can view the Exchange 2010 configuration objects in the Exchange Management Console.

To verify that mail flow is working correctly, you can perform the following procedure:

1. Configure your Hub Transport server. For more information, see Transport Server Post-Deployment Tasks.
2. Create a mailbox on the Exchange 2010 Mailbox server. For more information, see Create a Mailbox.
3. Send an e-mail message from the Exchange 2010 mailbox to a user who has a mailbox that is located on an Exchange 2007 server. Verify that the e-mail message is received.
4. Send an e-mail message from a user who has a mailbox that is located on an Exchange 2007 server to the new Exchange 2010 mailbox user. Verify that the e-mail message is received.

You can also use the Exchange Remote Connectivity Analyzer to test Exchange connectivity.

Finally, be sure to perform the tasks described in Finalize Deployment Tasks that are required for the server roles that you have installed.