Exchange 2007 to 2010 Part 2 – Install Exchange 2010 Client Access Server

This page is part 2 of the 3 stage Exchange upgrade series of articles. It deals with provisioning a new virtual machine (VM) on a Hyper-V 2008 Host. The VM will be a Client Access Server (CAS) running Windows Server 2008 R2, it will function as the first Exchange 2010 server in a current Exchange 2007 environment.

Building a server on Hyper-V isn’t complicated, but the steps are included here in order to demonstrate the entire process taken to set up a Microsoft Federation Gateway (and because I took the time to document it originally!).

For the purposes of this article, the Hyper-V host is HYPERV01 and the CAS server is to be EXCHANGE2010CAS

The steps are:

1. Create a new virtual machine on HYPERV01. The name is to be EXCHANGE2010CAS and it will run Windows 2008 R2 with a 40Gb C: and 4Gb RAM, it will be connected to an External network.

Microsoft recommendations are at least 10GB of NTFS formatted disk for OS, 200Mb free space, 1.2GB for Exchange and 500MB for Hub message queue database. (See http://technet.microsoft.com/en-us/library/jj126252.aspx and http://technet.microsoft.com/en-us/library/aa996719 for more details on Exchange 2010 in a virtualised environment and hardware pre-requisites).

2. Set IP address.

3. Ensure firewall is on and check connectivity.

4. Add machine to Domain. Restart.

5. Install .NET Framework 3.5 SP1, Windows Remote Management (WinRM), PowerShell v2

6. Open Powershell with elevated rights and run the following 3 cmdlets:

  • Import-Module ServerManager
  • Add-WindowsFeature NET-Framework,RSAT-ADDS,RSAT-AD-PowerShell -IncludeAllSubFeature,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,RPC-Over-HTTP-Proxy -Restart
  • Set-Service NetTcpPortSharing -StartupType Automatic

(See http://technet.microsoft.com/en-us/library/bb691354.aspx for a list of pre-requisites).

7. Install Exchange 2010 SP2 Update Rollup 5-v2 (there is a somewhat confusing guide on this process at http://technet.microsoft.com/en-us/library/bb124350), select CAS and HT roles. Chose to join an existing organisation. Extend schema if necessary (this shouldnít be needed as schema was extended under Part 1.

8. Install Microsoft Office 2010 Filter Pack.

9. Log on to WSUS server and approve any Exchange 2010 Windows Updates.

10. Install required Windows Updates. Restart.

11. Run Get-exchangeserver from Exchange Management Shell (EMS) on a current Exchange 2007 CAS to ensure the new server is listed as part of the Exchange infrastructure.

12. Run Exchange Routine Checks to ensure Exchange is functioning correctly.

13. Update any custom GPOs or groups that you have set up for managing your Exchange Servers.

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