Exchange 2003 to Exchange 2010 Upgrade Checklist
Dec 30, 2013

I spend a lot of time helping answer questions for people, and one that has been asked recently seemed to be a good one to spend a few minutes on with you.

“What would the proper sequence be to be able to take an existing Exchange 2003 installation and  transform it into an Exchange 2010 solution?”

To that end, the checklist below will help you walk through the key steps, and will provide support for each step with the appropriate pointers to on-line help if needed.

I have also created a detailed step by step how to deployment guide that will walk you through each of the steps required to take your Exchange 2003 environment and transform it into a functional Exchange 2010 solution. You can either take a look at the additional posts on how to do this by section, as listed below, or you can download the full guide as a Microsoft Word document Exchange 2003 to Exchange 2010 Step by Step Deployment Guidance.

Section 1: Pre-requisite checks and installing the CAS Role ( Steps 1 – 5 )

Section 2: Installing and configuring the Hub Transport Role ( Steps 6 – 8 )

Section 3: Installing and configuring the Mailbox Server Role ( Steps 9 – 10 )

Section 4: Installing and configuring the Edge Transport Role ( Steps 11 – 13 )

Section 5: Moving Exchange 2003 mailboxes to Exchange 2010 ( Step 14 )


Checklist: Upgrading from Exchange 2003



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:

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.


Task Topic
1. Verify system requirements Exchange 2010 System Requirements
2. Confirm prerequisite steps are done Exchange 2010 Prerequisites
3. Configure disjoint namespace

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

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

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 DirectoryConfigure ECP Virtual Directory PropertiesView or Configure Outlook Web App Virtual DirectoriesView 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

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

This step is optional. It’s only necessary if you want to use Unified Messaging in your organization.
Install Exchange Server 2010Checklist: Deploy a New Exchange 2010 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

This step is optional. It’s only necessary if you want to use the Edge server role in your organization.
Install Exchange Server 2010Upgrade 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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