Install Edge servers in an Exchange 2010 hybrid deployment
Applies to: Exchange Online, Office 365
Estimated time to complete: 35 minutes
The Edge Transport server role is typically deployed on a computer located in an Exchange organization's perimeter network and is designed to minimize the attack surface of the organization. The Edge Transport server role handles all Internet-facing mail flow, which provides SMTP relay and smart host services for the on-premises Exchange organization.
Learn more at: Understanding Edge Transport Servers in Exchange 2010 Hybrid Deployments
Note
If you want to install a new Exchange 2010 Edge Transport server, you need to purchase an Exchange server license. The Hybrid Edition product key that you may have used to license your Hybrid server can't be used to license an Edge Transport server.
What if I already have an Edge server deployed?
If you already have an Edge Transport server deployed in your on-premises organization, you can skip this checklist step unless you’d like to install additional Edge Transport servers. We’ll provide the steps for configuring your existing Edge Transport server later in the checklist and after we’ve run the Hybrid Configuration wizards.
However, it’s important to know that if you’ve deployed Exchange 2010 SP2 Edge Transport servers, you must upgrade the Edge Transport servers you want to use for hybrid transport to Exchange 2010 SP3. Only the Edge Transport servers that handle hybrid transport between the on-premises organization and Exchange Online need to be upgraded to Exchange 2010 SP3. If you have other Edge Transport servers in other locations that won’t handle hybrid transport, they don’t need to be upgraded. If, in the future, you want EOP to connect to additional Edge Transport servers for hybrid transport, they must also be upgraded to Exchange 2010 SP3.
How do I install a new Exchange 2010 Edge server?
You must install the latest update rollup for Exchange 2010 on all your servers. Although you can install update rollups on a server after Exchange 2010 has been installed, it's less time-consuming to incorporate the update rollup into the install server installation process. To do this, copy the contents of the Exchange 2010 DVD to the file system, and then copy or move the downloaded update rollup file to the Updates folder in the installation tree. When you perform the procedure below, the update rollup will be installed as part of the initial installation process.
Microsoft releases update rollup packages approximately every six to eight weeks. The rollup packages are available via Microsoft Update and the Microsoft Download Center. In the Search box on the Microsoft Download Center, type "Exchange 2010 update rollup" to find links to the rollup packages.
Find update rollup packages at: Microsoft Download Center
Important
You must install, at minimum, Exchange 2010 SP3 to configure a hybrid deployment.
You'll use the Exchange Server 2010 Setup wizard to install the Edge Transport server.
Download Exchange 2010 Service Pack 3 (SP3).
On the hybrid server, run Exchange2010-SP3-x64.exe to extract the installation files.
Copy or move the downloaded update rollup file to the Updates folder in the installation tree.
Navigate to the extraction location and double-click Setup.exe.
The Exchange Server 2010 Setup welcome screen appears. In the Install section, the software listed for Step 1 and Step 2 was installed with the Exchange 2010 prerequisites. However, if these prerequisites aren't already installed, click the appropriate step to install them.
When Step 1, Step 2, and Step 3 are listed as Installed, click Step 4: Install Microsoft Exchange.
On the Introduction page, click Next.
On the License Agreement page, review the software license terms. If you agree to the terms, select I accept the terms in the license agreement, and click Next.
On the Error Reporting page, select Yes or No to enable the Exchange Error Reporting feature, and click Next.
On the Installation Type page, select Custom Exchange Server Installation. This will allow you to select only the Edge Transport server role to install on the Exchange server. To optionally change the installation path for Exchange 2010, click Browse, locate the appropriate folder in the folder tree, and then click OK. Click Next.
On the Server Role Selection page, select Edge Transport Role. This will install the Edge Transport server role plus the Exchange Management Tools. To optionally change the installation path for Exchange 2010, click Browse, locate the appropriate folder in the folder tree, and then click OK. Click Next.
On the Customer Experience Improvement Program page, optionally join in the Exchange Customer Experience Improvement Program (CEIP). The CEIP collects anonymous information about how you use Exchange 2010 and any problems that you encounter. To join the CEIP, select Join the Customer Experience Improvement Program, choose the industry that best represents your organization, and then click Next.
On the Readiness Checks page, review the Summary to determine if the system and server are ready for the Edge Transport server to be installed. If all prerequisite checks completed successfully, click Install. If any of the prerequisite checks failed, you must resolve the displayed error before you can proceed with installing the Edge Transport server. In many cases, you don't need to exit Setup while you're fixing issues. After you resolve an error, click Retry to run the prerequisite check again. Also, be sure to review any warnings that are reported.
The Progress page displays the progress and elapsed time for each phase of the installation. As each phase ends, it's marked completed and the next phase proceeds. If any errors are encountered, the phase will end as incomplete and unsuccessful. If that happens, you must exit Setup, resolve any errors, and then restart Setup.
When all phases have finished, the Completion page displays. Review the results, and verify that each phase completed successfully. Clear the check box for Finalize this installation using the Exchange Management Console, and then click Finish to exit Setup.
When you're returned to the Setup welcome screen, click Close. On the Confirm Exit prompt, click Yes.
Restart the computer to complete the installation of the Edge Transport server.
How do I know this worked?
The successful completion of the Exchange Setup wizard will be your first indication that the installation process worked as expected. To further verify that the Edge Transport server installed successfully, you can use the Shell to run the following command on the Edge Transport server.
Get-ExchangeServer <server name>
This cmdlet outputs a list of the Exchange 2010 server roles that are installed on the Edge Transport server.
You can also check the Exchange setup log (ExchangeSetup.log), located in <system drive>\ExchangeSetupLogs to verify that the Edge Transport server was installed as expected.
Learn more at: Verify an Exchange 2010 Installation
Having problems? Ask for help in the Office 365 forums. To access the forums, you'll need to sign in using an account that's granted administrator access to your cloud-based service. Visit the forums at: Office 365 Forums