Checklist: Upgrading from Exchange 2007

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

Use this checklist to upgrade from Microsoft Exchange Server 2007 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 2007 - 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 2007 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 2007 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		Upgrade from Exchange 2007 Client Access Install Exchange Server 2010
		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 decide to deploy Outlook Anywhere.		Enable Outlook Anywhere
		7. Configure settings on virtual directories, including OAB, Exchange Web Services, ECP, Outlook Web App, and Exchange ActiveSync 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 the Exchange Control Panel, 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		Upgrade from Exchange 2007 Transport Install Exchange Server 2010
		9. Configure a legacy host name		Upgrade from Exchange 2007 Client Access
		10. 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.		Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM Unified Messaging Install the Exchange 2010 Unified Messaging Server Role
		11. Configure and transition Unified Messaging Note: This step is optional. It's only necessary if you want to use Unified Messaging in your organization.		Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM Unified Messaging Checklist: Upgrade from Exchange 2007 SP3 to Exchange 2010 RTM UM
		12. Install the Mailbox server role		Install Exchange Server 2010 Upgrade from Exchange 2007 Mailbox
		13. Move OAB generation to Exchange 2010		Move the Offline Address Book Generation Process to Another Server
		14. 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.		Upgrade from Exchange 2007 Transport Install Exchange Server 2010
		15. Subscribe and transition Edge Transport services Note: This step is optional. It's only necessary if you want to use the Edge server role in your organization.		Create an Edge Subscription File on an Edge Transport Server Import an Edge Subscription File to an Active Directory Site
		16. Move Exchange 2007 mailboxes to Exchange 2010		Create a Local Move Request
		17. Move public folder data to Exchange 2010		Configure Public Folder Replication
		18. Post-installation tasks		Exchange 2010 Post-Installation Tasks

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