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Exchange 2010 Installation Manual

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Microsoft Exchange 2010 Installation Guide

Expert Systems Private Limited

Prepared By: Umair Khalid Solution Specialist

MS Exchange 2010 Installation Manual

Table of Contents

Exchange Server 2010 Installation ................................................................................................................ 3 Exchange Server Roles .................................................................................................................................. 6 Installing Exchange Server 2010................................................................................................................. 7 Install the Windows 7 operating system prerequisites for the Exchange management tools ................... 15

Muhammad Umair Khalid | Expert Systems Pvt. Limited

MS Exchange 2010 Installation Manual

Microsoft Exchange 2010 Installation


Exchange Server 2010 Installation
Install the Windows Server 2008 R2 operating system prerequisites 1. On servers that will host the Hub Transport or Mailbox server role, install the Microsoft Filter Pack. 2. On the Start Menu, navigate to All Programs, then Accessories, then Windows PowerShell. Open an elevated Windows PowerShell console, and run the following command: Import-Module ServerManager 3. Use the Add-WindowsFeature cmdlet to install the necessary operating system components: a. For a server that will have the typical installation of Client Access, Hub Transport, and the Mailbox role: Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,WebWindows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-ProcessModel,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NETHTTP-Activation,RPC-Over-HTTP-Proxy -Restart b. For a server that will host the Client Access, Hub Transport, Mailbox, and Unified Messaging server roles: Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,WebWindows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-ProcessModel,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NETHTTP-Activation,RPC-Over-HTTP-Proxy,Desktop-Experience -Restart c. For a server that will host the Edge Transport role: Add-WindowsFeature NET-Framework,RSAT-ADDS,ADLDS -Restart 4. On servers that will have the Client Access Server role installed, after the system has restarted, log on as an administrator, open an elevated Windows PowerShell console, and configure the Net.Tcp Port Sharing Service for Automatic startup by running the following command: Set-Service NetTcpPortSharing -StartupType Automatic

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MS Exchange 2010 Installation Manual

These are the steps to prepare our Schema, AD, and domain using command-line: 1. Open Command Prompt and go to the root directory of Exchange Server 2010 installation files. 2. To prepare the Schema, we must have SchemaAdmins permissions, and run the following command: Setup /PrepareSchema, as shown in Figure 1.

Figure 1 3. Time to create the Exchange Organization, we can accomplish that running the following command: Setup /PrepareAD /OrganizationName:<Your-Organization-Name>, as shown in Figure 2.

Figure 2

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MS Exchange 2010 Installation Manual

4. The last step is to prepare the domain. The general rule to follow is to prepare the domain when we will have an Exchange Server or mailbox enabled users in the designated domain. The following command can be used to prepare the current domain: Setup /PrepareDomain, as shown in Figure 3.

Figure 3 Now that we created the Exchange Organization we can install a server using command line, using the following syntax: Setup /Mode:Install /Roles:<Possible values are: Mailbox, HubTransport, ClientAccess, UnifiedMessaging, EdgeTransport, and/or ManagementTools>

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MS Exchange 2010 Installation Manual

Exchange Server Roles


Exchange Server 2010 introduces the concept of DAG (Database Availability Groups) that is a combination of CCR (Cluster Continuous Replication) and SCR (Standby Continuous Replication) and this new feature will integrate better the Exchange Server high availability solution and the operating system cluster component. Another change is that now the mailbox server role can be highly available and shared with other roles such as CAS and Hub Transport. Because of these reasons we do not have more Active Clustered Mailbox role and Passive Clustered Mailbox Role options to choose during the Server Role Selection, as shown in Figure 4. Note: SCC (Single Copy Cluster) and LCR (Local Continuous Replication) no longer exist in Exchange Server 2010.

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MS Exchange 2010 Installation Manual

Installing Exchange Server 2010


After installing all pre-requisites we can start the installation using the setup wizard. If you are not worried about replication and your account has all required permissions such as SchemaAdmins, with Enterprise Admins and Domain Admins groups you can run just the GUI setup. During the first deployment, all steps that we have done in the previous section will be executed as part of the first exchange server installation process. Keep in mind that the Organization has already been created in the previous step and we would not see a page asking for the Organization name during the following setup wizard. Here are the steps required to install Exchange Server 2010 using the Setup GUI: 1. Open Exchange Server 2010 installation source files and double-click on Setup.exe 2. Initial page of Exchange Server 2010 installation (Figure 4) opens. Here, we can install the pre-requisites that we already covered (.NET Framework 3.5, Windows Remote Management 2.0 and PowerShell v2), and our next step will be the Exchange Server 2010 installation. Lets click on Step 4: Install Microsoft Exchange.

Figure 4 4. Introduction page - A welcome page talking about Exchange Server 2010, click on Next.

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MS Exchange 2010 Installation Manual

5. Language File Locations page - We are going to use the English language, just accept default settings and click Next. 6. Language Pack Confirmation page - We have not chosen any language, click on Next. 7. License Agreement page - In order to install Exchange Server 2010 the License Agreement must be accepted. If you are okay with the license agreement click on I accept the terms in the license agreement and click Next. 8. Error Reporting page - If you want the Microsoft Exchange team to send automatically generated error reports through HTTPS, click on Yes and then click Next. 9. Installation Type page - Like Exchange Server 2007 we have a decision to make: Typical installation which includes CAS/HUB and Mailbox, or Custom Exchange Server Installation where we can select which role(s) will be installed. Let us click on Custom Exchange Server Installation and click on Next (Figure 5). Note: We can also define where the Exchange Server installation files will be located, in this beta version, the default location is C:\Program Files\Microsoft\Exchange Server\V14

Figure 5

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MS Exchange 2010 Installation Manual

10. Server Role Selection page - As we saw in the first article, we do not have the Active/Passive Clustered Mailbox Server role in the selection. Just to answer a few questions that may arise on this screen regarding the CAS/HUB in a mailbox cluster, the answer is yes, we can have the three roles installed on the same server and also have High availability through DAG (Database Availability Group) feature. After selecting the desired roles, click on Next (Figure 06).

Figure 6 11. Client Settings page - If you still have Outlook 2003 or Entourage clients (clients that use Public Folders), click on Yes and click on Next. Note: If you select yes, the Public Folder database will be created during the installation. If you select No and you want to enable support for Outlook 2003 and Entourage afterwards, you can easily create a Public Folder and associate it to the mailbox stores. 12. Customer Experience Improvement Program - We can include our Exchange organization in the customer experience improvement program, Microsoft will collect information on how your Exchange Server 2010 servers are being used and it will help

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MS Exchange 2010 Installation Manual

improve the product features. You can select an industry that best represents your company. When this is done, click on Next. (Figure 7). Note: This option can be enabled/disabled using Exchange Management Console afterwards.

Figure 7 13. Readiness Checks page - If you have forgotten any operating system requirement or any hotfix that should be applied, this is the page that is going to show you what you have to do in order to complete the pre-requisite installation before installing the actual product. As soon as you have all selected roles green you will be good to go. Installation will commence when Install is clicked (Figure 8).

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MS Exchange 2010 Installation Manual

Figure 8 14. Completion page - We can check all roles that have been installed on this machine, and we can see that the first item was Organization Preparation where the domain/forest was prepared during the setup to support Exchange Server 2010 (Figure 9).

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MS Exchange 2010 Installation Manual

Figure 9 Exchange Server 2010 has now been successfully installed and we now have tons of new features to test. Let us go over to the Exchange Management Console and look at: Organization, Server and Recipient information using a new feature of Exchange Server 2010. The first difference that you may notice is when you open the Exchange Management Console is an extra item in the Microsoft Exchange and Organization Configuration. This new item is called Microsoft Exchange On-Premises. Here you will find series of articles on what this feature is about. In order to cut a long story short, the Microsoft Exchange On-Premises is a tool that will manage mailboxes in the Microsoft Online Services and other forests. For now, let us click on the Microsoft Exchange On-Premises item and click on the Gather Organization Information item located in the Toolbox Actions. In the Collect Organizational Health Data wizard, leave the default settings and click on Next (Figure 10). In the following page, click Gather, and then Finish.

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MS Exchange 2010 Installation Manual

Figure 10 We can now click on the Finalize Deployment tab. Here, we will be able to see a summary of our Organization, Servers and Recipients, as show in Figure 11. For each section there is a link to redirect us to the right place in the menu on the left. So, with just a few clicks you can see data from your entire organization in a single view.

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MS Exchange 2010 Installation Manual

Figure 11 Moving on, we will now click on Post-Installation Tasks tab and we will see three links that will open an Internet page at Microsoft.com with best practices for deployment finalization, end-toend scenario tasks and additional post installation tasks. Now, let us click on the last tab which is Community and Feedback (Figure 12). Here we will be able to see the recent posts on MSExchange Team blog and articles on Microsoft TechNet. We can configure the Customer experience Improvement Program where we can assign which servers from our organization are going to join the Customer Experience Improvement program.

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MS Exchange 2010 Installation Manual

Figure 12

Install the Windows 7 operating system prerequisites for the Exchange management tools
1. Install the necessary operating system components: a. Open the Windows Control Panel, and then open the Programs and Features applet. b. In the Tasks area, click Turn Windows features on or off. c. Select Microsoft .NET Framework 3.5.1. d. Expand Internet Information Services, expand Web Management Tools, and then expand IIS 6 Management Compatibility. e. Select the check box for IIS 6 Management Console and then click OK.

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