Checklist: Upgrading from Exchange 2003

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

Use this checklist to upgrade from Microsoft Exchange Server 2003 to Exchange Server 2010. Before you start working with this checklist, make sure you're familiar with the concepts discussed in:

• Planning for Exchange 2010

• Deployment Security Checklist

• Exchange 2003 - Planning Roadmap for Upgrade and Coexistence

This checklist is generic in that it provides guidance for a typical upgrade scenario. For more customized step-by-step guidance about how to upgrade your Exchange 2003 organization, see the Exchange Server Deployment Assistant.

Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a new Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.

For more information, see Exchange Server Deployment Assistant.

Checklist for Upgrading from Exchange 2003 to Exchange 2010

Done?		Task		Topic
		1. Verify system requirements		Exchange 2010 System Requirements
		2. Confirm prerequisite steps are done		Exchange 2010 Prerequisites
		3. Configure disjoint namespace Note: This step is optional. It's only necessary if your organization is running a disjoint namespace.		Configure the DNS Suffix Search List for a Disjoint Namespace
		4. Install the Client Access server role		Install Exchange 2010 in an Existing Exchange 2003 Organization
		5. Add digital certificates on the Client Access server		Create a New Exchange Certificate
		6. Enable Outlook Anywhere Note: This step is optional. It's only necessary if you want to use the Outlook Anywhere component of Exchange 2010.		Enable Outlook Anywhere
		7. Configure OAB and Web Services virtual directories Note: This step is necessary if you want to use Exchange Web Services, Outlook Anywhere, or the offline address book. It also may be required if you need to change any of the default settings for Exchange Control Panel, Microsoft Office Outlook Web App, or Exchange ActiveSync.		Create an Offline Address Book Virtual Directory Configure ECP Virtual Directory Properties View or Configure Outlook Web App Virtual Directories View or Configure Exchange ActiveSync Virtual Directory Properties
		8. Install the Hub Transport server role		Install Exchange Server 2010
		9. Configure a legacy host name		Upgrade from Exchange 2003 Client Access
		10. Configure Exchange ActiveSync authentication		Configure Authentication for Exchange ActiveSync
		11. Install the Unified Messaging server role Note: This step is optional. It's only necessary if you want to use Unified Messaging in your organization.		Install Exchange Server 2010
		12. Configure Unified Messaging Note: This step is optional. It's only necessary if you want to use Unified Messaging in your organization.		Install Exchange Server 2010 Checklist: Deploy a New Exchange 2010 RTM UM Environment
		13. Install the Mailbox server role		Install Exchange Server 2010
		14. Change the offline address book (OAB) generation server		Move the Offline Address Book Generation Process to Another Server
		15. Install the Edge Transport server role Note: This step is optional. It's only necessary if you want to use the Edge server role in your organization.		Install Exchange Server 2010 Upgrade from Exchange 2003 Transport
		16. Move Internet mail flow from Exchange 2003 to Exchange 2010		Move Internet Mail Flow from Exchange 2003 to Exchange 2010
		17. Move mailboxes from Exchange 2003 to Exchange 2010		Create a Local Move Request
		18. Move public folder data from Exchange 2003 to Exchange 2010		Move Public Folder Content from One Public Folder Database to Another Public Folder Database
		19. Post-installation tasks		Exchange 2010 Post-Installation Tasks

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