Install Exchange 2013 in an Existing Exchange 2010 Organization
Applies to: Exchange Server 2013
You can install a Microsoft Exchange Server 2013 server into an existing Exchange Server 2010 organization, and then move the Exchange resources, such as mailboxes, public folders, and connectors, to Exchange Server 2013. However, you can't perform an in-place upgrade from Exchange Server 2010 to Exchange 2013.
Have you heard about the Exchange Server Deployment Assistant? It's a free online tool that helps you quickly deploy Exchange 2013 in your organization by asking you a few questions and creating a customized deployment checklist just for you. If you want to learn more about it, go to Exchange Server Deployment Assistant.
After you install Exchange 2013, your organization will be running in a coexistence mode. You can maintain this mode indefinitely, or you can immediately complete the upgrade to Exchange 2013 by moving all resources from Exchange 2010 to Exchange 2013, and then decommissioning the Exchange 2010 servers.
You can install Exchange 2013 in a native mode Exchange organization. However, if you create a forest in which to install Exchange 2013, you can't later add earlier versions of Exchange.
Overview of the upgrade process
To help you get an overview of the Exchange 2010 to Exchange 2013 upgrade process, see Upgrade from Exchange 2010 to Exchange 2013. For specific step-by-step guidance, see Checklist: Upgrade from Exchange 2010.
Install Exchange 2013 in an existing Exchange 2010 organization
Are you installing Exchange 2013 into a mixed Exchange 2007 and Exchange 2010 organization? If so, before you do anything else, see Install Exchange 2013 in an Existing Exchange 2007 Organization to create a new legacy namespace to coexist with Exchange 2013.
Step 1: Verify and prepare your organization for an installation of Exchange 2013
You’ll need to install Service Pack 3 (SP3) for Exchange 2010 on all the Exchange 2010 servers in your organization before you can install Exchange 2013. The service pack is available in the Microsoft Download Center at Microsoft Exchange Server 2010 Service Pack 3 (SP3). Also, be sure to see Release Notes for Exchange Server 2010 SP3 and Upgrade Exchange 2010 to Exchange 2010 SP1, SP2, or Exchange 2010 SP3.
To upgrade your sites, assuming you have Exchange servers in more than one site, start with any Internet-facing Active Directory sites, followed by the internal sites. The first site you will want to upgrade is the one where AutoDiscover requests from the Internet come in.
Step 2: Verify Exchange 2013 prerequisites and system requirements
You must ensure that each of the servers meets the appropriate prerequisites and system requirements before you begin your installation. For more information, see the following topics:
- Exchange 2013 Prerequisites
- Prepare Active Directory and Domains
- Exchange 2013 System Requirements
- Exchange 2013 Active Directory Schema Changes
- Release Notes for Exchange 2013
Step 3: Install Exchange 2013
In order for Exchange 2013 to coexist with Exchange 2010, all your Exchange 2013 servers must be running Cumulative Update 2 (CU2) or later for Exchange 2013.
For more information about Exchange 2013 cumulative updates, see Cumulative Updates for Exchange 2013.
If you're installing the first Exchange 2013 server in the organization, and the Active Directory preparation steps have not been performed, the account you use must have membership in the Enterprise Administrators group. If you haven't previously prepared the Active Directory Schema, the account must also be a member of the Schema Admins group. If you have already performed the Schema and Active Directory preparation steps, the account you use must be a member of the Delegated Setup management role group or the Organization Management role group.
After you have downloaded Exchange 2013 CU2, log on to the computer on which you want to install Exchange 2013.
Navigate to the network location of the Exchange 2013 installation files.
Start Exchange 2013 Setup by double-clicking
If you have User Access Control (UAC) enabled, you must right-click
Setup.exeand select Run as administrator.
On the Check for Updates page, choose whether you want Setup to connect to the Internet and download product and security updates for Exchange 2013. If you select Connect to the Internet and check for updates, Setup will download updates and apply them prior to continuing. If you select Don't check for updates right now, you can download and install updates manually later. We recommend that you download and install updates now. Click Next to continue.
The Introduction page begins the process of installing Exchange into your organization. It will guide you through the installation. Several links to helpful deployment content are listed. We recommend that you visit these links prior to continuing setup. Click Next to continue.
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 then click Next.
On the Recommended settings page, select whether you want to use the recommended settings. If you select Use recommended settings, Exchange will automatically send error reports and information about your computer hardware and how you use Exchange to Microsoft. If you select Don't use recommended settings, these settings remain disabled but you can enable them at any time after Setup completes. For more information about these settings and how information sent to Microsoft is used, click ?.
On the Server Role Selection page, select both Mailbox role and Client Access role. If this is the first Exchange 2013 server deployment in your organization, you will need to deploy both an Exchange 2013 Client Access Server and an Exchange 2013 Mailbox Server into the organization. Exchange 2013 is simply an authentication and proxy/redirection server. All data processing (including the execution of remote PowerShell cmdlets) occurs on the Mailbox server. You can’t manage your Exchange 2013 environment until you install both roles. The management tools are installed automatically when you install any other server role.
Select Automatically install Windows Server roles and features that are required to install Exchange Server to have the Setup wizard install required Windows prerequisites. You may need to reboot the computer to complete the installation of some Windows features. If you don't select this option, you must install the Windows features manually.
This option installs only the Windows features required by Exchange. You must install other prerequisites manually. For more information, see Exchange 2013 Prerequisites.
Click Next to continue.
On the Installation Space and Location page, either accept the default installation location or click Browse to choose a new location. Make sure that you have enough disk space available in the location where you want to install Exchange. Click Next to continue.
On the Malware Protection Settings page, choose whether you want to enable or disable malware scanning. If you disable malware scanning, it can be enabled in the future. Unless you have a specific reason to disable malware scanning, we recommend that you keep it enabled. Click Next to continue.
On the Readiness Checks page, view the status to determine if the organization and server role prerequisite checks completed successfully. If they haven't completed successfully, you must resolve any reported errors before you can install Exchange 2013. You don't need to exit Setup when resolving some of the prerequisite errors. After resolving a reported error, click Back and then click Next to run the prerequisite check again. Be sure to also review any warnings that are reported. If all readiness checks have completed successfully, click Install to install Exchange 2013.
On the Completion page, click Finish.
Restart the computer after Exchange 2013 has completed.
Step 4: Verify installation and view configuration objects
After installation is complete, you can view the Exchange setup log to verify your installation. See Verify an Exchange 2013 Installation for more information.
Step 5: Install digital certificates and configure virtual directories
In Exchange 2013, you can use the Certificate wizard to request a digital certificate from a certification authority. After you’ve requested a digital certificate, you’ll need to install it on the Client Access server. However, you don’t need to install digital certificates on the Mailbox servers in your organization.
A self-signed certificate is installed by default on the Mailbox servers, and it doesn’t need to be replaced. You also have to configure your virtual directories for coexistence between Exchange 2013 and Exchange 2010. For more information about configuring certificates and virtual directories, see Exchange 2013 Client Access Server Configuration.
Upgrade and coexistence post-installation considerations
See the following topics to learn more about what’s new and what’s changed in Exchange 2013.
See what’s new in Exchange 2013.
Learn about new management features in Exchange 2013.
Learn about moving your mailboxes to Exchange 2013.
Learn about public folders in Exchange 2013.
See what’s new for Unified Messaging in Exchange 2013.
See what’s new for Transport Rules in Exchange 2013.
Learn how Microsoft SharePoint 2013 and Microsoft Lync 2013 integrate with Exchange 2013.
Learn about anti-spam and anti-malware features in Exchange 2013.