Step by Step guide on how to install Exchange Server 2010 - Part 1: Install

AID: 2805
  • Status: Published

6067 points

  • Byadiloadilo
  • TypeTutorial
  • Posted on2010-04-05 at 21:07:18
Step by Step guide on how to install Exchange Server 2010- Part 1: Install
April 8, 2010 by adiloadilo

Introduction


It has been a long time since; I wrote an article or a tutorial for any Microsoft products. I noticed that exchange 2010 is out so why not give a try and check out the new features included.

I will be using a complete copy of exchange 2010 from MSDN Library for my tutorial. Please get your own copy or download an evaluation copy from Microsoft at:

http://www.microsoft.com/exchange/2010/en/us/default.aspx

ok, so pull up your chair, get your cup of coffee and let`s have fun

The Lab


Below is the Exchange Server 2010 Lab setup; all the servers are virtualized using VMWARE.

1.A windows 2008 R2 Domain controller with all FSMO Roles installed, including certificate server (DC01), this will be my domain controller and will not host any exchange services. It is not recommended to install exchange on a domain controller but Microsoft do support it.

2.Windows Domain : Faleh.net

3.A windows 2008 R2 server with exchange recommended requirements (Exch01)

4.This server will hold all roles.

All Exchange and windows 2008 requirements can be found at:

http://www.microsoft.com/exchange/2010/en/us/system-requirements.aspx

This is a simple virtualized Lab, on an actual production environment you may have different roles installed and you may need a separate server for each role depending on designed infrastructure.

Prerequisites


Before installing an Exchange Server 2010, there are prerequisites that need to be installed on the server that is going to have Exchange installed.

These pre-requisites can be installed either using a script or using the Graphical User Interface.  Details can be found here: http://technet.microsoft.com/en-us/library/bb691354.aspx
Please note the different sections for Windows 2008 Server and Windows 2008 R2
 
There are different scripts for different installation scenarios.

In addition, before you begin your Exchange 2010 install, be aware of the following:

  • For e-mail messages to flow correctly, you must install both the Mailbox server role and the Hub Transport server role in the same Active Directory site.
  • You can install the Mailbox server role, the Hub Transport server role, the Client Access server role, and the Unified Messaging server role on the same computer or on separate computers.

Step by Step:

ok let`s take care of requirements first:

1. Prepare the forest and organization in Active Directory

First we need to prepare our Schema. Since this is a new setup and not an upgrade or migration, I will perform the preparation on the domain controller in My Case: DC01

As we are preparing active directory schema we need Schema admin rights. The account running the preparation must be a member of schema admins group on active directory.

Open a command prompt on the domain controller with elevated privilege (Run as command).

Run Setup from the directory where your Exchange 2010 installation files are located. Here is the cmdlets

Setup /PrepareSchema or Setup /ps

And here is the screenshot showing that preparation was complete on my domain controller.
 

If you get to this part then you are done with prerequisites, let`s start our install.

Run setup.exe from you installation folder or CD, an install menu will appear:

As you can see .Net framework 3.5 and windows power shell are already installed, so the option is grayed out. If they are not installed you can still install them here.

Choose your Exchange 2010 language bundle; in my case I selected all languages from DVD.

Now select Step 4: Install Microsoft Exchange

Click next and accept the Terms in the license agreement, well you know what happens if you don`t.
image2.jpg
  • 45 KB
  • step2
step2

Click next and choose to either participate in Error reporting or no.
image8.jpg
  • 51 KB
  • image8.jpg
image8.jpg

Click next and Select Typical Exchange Server Installation.
image-3.jpg
  • 57 KB
  • step3
step3

Ok let me explain: some exchange roles cannot co-exist on the same server, for example Edge Transport and unified Messaging Role. If you need these roles you have to select “Custom Exchange Server Installation”. Notice that if you choose “Edge Transport” or “Unified Messaging Role” you will not be able to install other roles on same server and vice versa.

In my case I will not be installing Unified Messaging or Edge Transport. These roles require more customization and can be added anytime after first install, I will be skipping them for now.

Click next and Rename “First Organization” to your organization name. I will rename this to “New York” as I like to name my organization unit according to location.
 
image-4.jpg
  • 37 KB
  • step4
step4

Now Click next, and choose if you need to enable Public Folders or no.  In earlier versions of Exchange, we used to have those nice public folders.  On exchange 2007 and 2010 we can install exchange without public folder database.  For more info about public folders and reason why it was omitted on latest versions of exchange, check:  http://technet.microsoft.com/en-us/library/bb397221.aspx

For my case I won`t be using Public Folders so I selected No confirming that I do not have any outlook 2003 clients. Notice, I can still add public folders after install.
 
image6.jpg
  • 155 KB
  • step6
step6

Now Click next and enter your Public Client Access server address, this is the address that all external users will use to access Outlook web access, active sync etc.
 
image7.jpg
  • 149 KB
  • step7
step7

Confirm your FQDN and hit next
 
Choose if you would like to join Customer Improvement Program, I selected No for that option

Now Click Next to start the check

Exchange setup will run readiness check and verify that it is ready for install.
 
image9.jpg
  • 72 KB
  • step9
step9

If all is ok you will get a confirmation like the one below, if you are missing something exchange setup will let you know.
The yellow warning in my case is indicating that setup will run setup /preparead for me.

You can run this before running exchange setup; I prefer running it with the GUI interface.

Ok if exchange readiness check is ok, Install Button will be enabled. If you are missing something exchange setup will not continue and will prompt to you to install missing requirements with a retry button enabled.

If you get a screen like the one above you are good to go. Hit Install and go enjoy your coffee as this may take few minutes.

This was a simple step by step install for a single server running all roles except unified messaging and Edge Transport role.  Exchange setup is still a complicated task. If you are installing in a production environment, this may involve designing and planning your exchange infrastructure before implementing any roles. In some cases you may have a migration from earlier versions of exchange; you may have to do a migration from other mail servers. All these cases involve more design, planning and time. This is beyond the topic of this tutorial, I will try and cover configuration of exchange in future Tutorials.

I hope you found this article informative for you and thank you for reading.
    Asked On
    2010-04-05 at 21:07:18ID2805
    Tags

    Single Exchange 2010 install

    Topic

    Exchange Email Server

    Views
    14029

    Comments

    Author Comment

    by: adiloadilo on 2010-04-06 at 07:08:56ID: 12735

    thanks , I will add more in the prerequisite section ,

    I did not install exchange on the domain controller :) but i guess it is not clear , I will modify the article to clear that

    Author Comment

    by: adiloadilo on 2010-04-14 at 06:45:44ID: 13142

    ok , I am posting the modifications , i had problem converting to html from word , also to upload the pictures one by one :)  . I wish there was a way to insert html code directly .

    Thanks

    Expert Comment

    by: Dougj182 on 2011-01-04 at 10:42:20ID: 22665

    FYI the setup /ps command should/can be done from the exchange server not the DC

    Add your Comment

    Please Sign up or Log in to comment on this article.

    Join Experts Exchange Today

    Gain Access to all our Tech Resources

    Get personalized answers

    Ask unlimited questions

    Access Proven Solutions

    Search 3.2 million solutions

    Read In-Depth How-To Guides

    1000+ articles, demos, & tips

    Watch Step by Step Tutorials

    Learn direct from top tech pros

    And Much More!

    Your complete tech resource

    See Plans and Pricing

    30-day free trial. Register in 60 seconds.

    Loading Advertisement...

    Top Exchange Experts

    1. demazter

      724,144

      Sage

      1,580 points yesterday

      Profile
      Rank: Genius
    2. alanhardisty

      714,931

      Sage

      4,220 points yesterday

      Profile
      Rank: Genius
    3. jjmck

      275,745

      Guru

      1,030 points yesterday

      Profile
      Rank: Genius
    4. Rajkumar-MCITP

      268,093

      Guru

      0 points yesterday

      Profile
      Rank: Guru
    5. apache09

      245,757

      Guru

      1,500 points yesterday

      Profile
      Rank: Genius
    6. akicute555

      178,820

      Guru

      0 points yesterday

      Profile
      Rank: Wizard
    7. amitkulshrestha

      171,436

      Guru

      0 points yesterday

      Profile
      Rank: Genius
    8. acbrown2010

      159,135

      Guru

      1,000 points yesterday

      Profile
      Rank: Genius
    9. Akhater

      153,366

      Guru

      0 points yesterday

      Profile
      Rank: Genius
    10. Neilsr

      137,804

      Master

      0 points yesterday

      Profile
      Rank: Genius
    11. jordannet

      127,611

      Master

      10 points yesterday

      Profile
      Rank: Wizard
    12. GreatVargas

      101,542

      Master

      2,800 points yesterday

      Profile
      Rank: Wizard
    13. HendrikWiese

      95,084

      Master

      2,050 points yesterday

      Profile
      Rank: Sage
    14. limjianan

      94,700

      Master

      0 points yesterday

      Profile
      Rank: Genius
    15. endital1097

      93,710

      Master

      10 points yesterday

      Profile
      Rank: Genius
    16. Anuroopsundd

      92,000

      Master

      0 points yesterday

      Profile
      Rank: Sage
    17. davorin

      91,351

      Master

      0 points yesterday

      Profile
      Rank: Sage
    18. Radweld

      88,729

      Master

      0 points yesterday

      Profile
      Rank: Guru
    19. chakko

      88,498

      Master

      0 points yesterday

      Profile
      Rank: Genius
    20. R--R

      86,699

      Master

      0 points yesterday

      Profile
      Rank: Wizard
    21. e_aravind

      85,998

      Master

      0 points yesterday

      Profile
      Rank: Genius
    22. Exchange_Geek

      85,704

      Master

      0 points yesterday

      Profile
      Rank: Sage
    23. lucid8

      81,809

      Master

      0 points yesterday

      Profile
      Rank: Sage
    24. KalluSureshKumar

      76,534

      Master

      0 points yesterday

      Profile
      Rank: Master
    25. tigermatt

      73,020

      Master

      0 points yesterday

      Profile
      Rank: Genius

    Hall Of Fame