Installing Exchange Server 2010 in an Exchange Server 2003 environment (part 2) - Installing the first Exchange Server 2010 server & Mailbox Server

2.2 Installing the first Exchange Server 2010 server

In our example Exchange Server 2003 environment, we will implement a combined Exchange Server 2010 Hub Transport and Client Access Server, and a dedicated Exchange Server 2010 Mailbox Server. Both the Client Access and Hub Transport Servers will need to have Internet Information Server installed.

To install a combined Exchange Server 2010 Hub Transport and Client Access Server into the nicely prepared Exchange Server 2003 environment, you can follow these steps:

1. Log on to the new server where you want to install Exchange Server 2010. Make sure that the server is a member of the domain where Exchange Server 2003 is installed, and that all the prerequisite software is installed.

2. Go to the installation media and start the setup.exe installation program. The setup splash screen appears and, if all prerequisite software is installed correctly, the first three steps are grayed out.

3. If needed, download the language files, or else just use the languages provided on the DVD. You have to select one of these options to proceed.

4. When you've finished downloading the language files, select "Step 5: Install Microsoft Exchange" and click Next to move past the Introduction page.

   Figure 5. Choose Step 4 if you want to install non-English language packs.

   

5. Accept the license agreement and click Next.

6. If wanted, you can select the error reporting option. Click Next.

7. In the "Installation Type" screen, you can choose between a Typical Installation or a Custom Installation. Select Custom Exchange Server Installation and click Next.

8. As we're only installing the Hub Transport Server and Client Access Server roles, you need to ensure that those are the only two options selected from the component list. The Exchange Management Tools will be automatically installed with any Exchange Server role.

Figure 6. Select the Client Access Role and the Hub Transport Role.

Click Next to continue;

9. With the Exchange Server 2010 setup program, there's the option to configure the Client Access Server role as an Internet-facing server. If that's what you want, you can just tick the relevant checkbox and enter the domain name you want to use when accessing the Client Access Server from the Internet.

   Figure 7. Enter the external domain for your Client Access Server.

   

10. It is also possible to leave this field blank and enter the parameters during the later configuration of the servers. For now we'll use this option, so enter your own domain name and click Next to continue;

11. The "Mail Flow Settings" screen will only appear when performing a transition from Exchange Server 2003 to Exchange Server 2010. Using the Browse button, you select which 2003 Exchange Server will be assigned as a hub server for an Interop Routing Group Connector, which both Exchange Server 2003 and Exchange Server 2010 use for sending messages to each other .

    Figure 8. Select the proper Exchange Server 2003 server for the Interop Routing Group Connector.

    

12. In this example we'll select the 2003FE server, which is an Exchange Server 2003 Front-End server. Click OK and Next.

13. In the "Customer Experience Improvement Program" screen you can select whether or not you want to participate in this program. There's no trick to this, so you can just make your selection and click Next.

14. The setup application will now check the readiness of the Exchange configuration. If issues are found, they are presented at this stage and you'll have the opportunity to resolve them. If no issues are found, just click Install.

15. The Exchange Server 2010 server will now be installed. For every step a progress bar is shown.

    Figure 9. A progress bar is shown during installation of Exchange Server 2010.

    

16. When all steps are completed, click Finish, and then click "Close" on the Welcome screen to end the setup program. You can continue to check the installation using the Exchange Management Console, which is automatically opened after the setup.

2.3 Installing the Exchange Server 2010 Mailbox Server

As we've only installed a Client Access Server and Hub Transport Server, we still need to go through the installation process for an Exchange Server 2010 Mailbox Server. The steps are very similar, but there are some small differences.

1. Log on to the server that will hold the Mailbox Server role. Make sure that it is a member of the domain and that all prerequisite software is installed.

2. If you haven't done so already, install Internet Information Server for the Mailbox Server Role by going to the \Scripts directory on the installation media, and entering the following command:

   
   
   

   This will install Internet Information Server and the Failover-Clustering software components according to the Mailbox Server Role prerequisites.

3. Open the graphical setup program (setup.exe) and follow the steps as outlined earlier, making sure that you select the Custom Exchange Server Installation and select only the Mailbox Server Role.

   Figure 10. Select only the Mailbox Server Role.

   

4. During the Readiness Check, a warning message will be displayed about Public Folder Replication as the setup application automatically detects the Exchange Server 2003 environment and the Public Folder existence. Don't worry about this, as Public Folder replication between Exchange Server 2003 and Exchange Server 2010 will have to be configured manually when setup is finished.

   Figure 11. When finished you have to configure Public Folder replication.

   

5. Click Install to complete the installation process, then click Close on the Welcome screen to end the setup program. As before, you can continue to check the installation using the Exchange Management Console, which is automatically opened after the setup.