Checklist for Upgrading from Exchange 2003 to Exchange 2010

TaskTopic
1. Verify system requirementsExchange 2010 System Requirements
2. Confirm prerequisite steps are doneExchange 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 roleInstall Exchange 2010 in an Existing Exchange 2003 Organization
5. Add digital certificates on the Client Access serverCreate a New Exchange Certificate
6. Enable Outlook Anywhere
Note: 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
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 Exchange Control Panel, Microsoft Office 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 roleInstall Exchange Server 2010
9. Configure a legacy host nameUpgrade from Exchange 2003 Client Access
10. Configure Exchange ActiveSync authenticationConfigure Authentication for Exchange ActiveSync
11. 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.
Install Exchange Server 2010
12. Configure Unified Messaging
Note: This step is optional. It’s only necessary if you want to use Unified Messaging in your organization.
Install Exchange Server 2010 Checklist: Deploy a New Exchange 2010 RTM UM Environment
13. Install the Mailbox server roleInstall Exchange Server 2010
14. Change the offline address book (OAB) generation serverMove the Offline Address Book Generation Process to Another Server
15. 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.
Install Exchange Server 2010 Upgrade from Exchange 2003 Transport
16. Move Internet mail flow from Exchange 2003 to Exchange 2010Move Internet Mail Flow from Exchange 2003 to Exchange 2010
17. Move mailboxes from Exchange 2003 to Exchange 2010Create a Local Move Request
18. Move public folder data from Exchange 2003 to Exchange 2010Move Public Folder Content from One Public Folder Database to Another Public Folder Database
19. Post-installation tasksExchange 2010 Post-Installation Tasks