How to Install and Configure Exchange Server 2010

Introduction

This posting presents the steps for how to install and configure Exchange Server 2010 on Windows Server 2008 R2.  This installation procedure is part of the series for building a small two-tier development and testing farm for SharePoint Server 2010.   An Exchange server instance is needed in order to support development and testing of SharePoint workflow. Exchange installation involves three main steps:

1. Installation of the prerequisites,
2. Installation of the Exchange binaries, and then
3. Configuration of the Exchange instance.

Optionally, steps are also provided for configuring the Exchange 2010 instance for receiving email from a SharePoint Server 2010 instance.

 

Step 1: Install Prerequisites

1. Install the 2007 Office System Converter: Microsoft Filter Pack: 
   
2. Open a Windows PowerShell window as Administrator.
3. Run the following command:

   Import-Module ServerManager

4. Run the next command:

   Add-WindowsFeature NET-Framework,RSAT-ADDS, 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

   
5. Run the following command:

   Set-Service NetTcpPortSharing -StartupType Automatic

   

Step 2: Install Exchange 2010

1. Launch Exchange 201 setup
   
2. Click Step 3 to open it, and then click Install only languages from the DVD.
3. Click Step 4: Install Microsoft Exchange.  The first page of the Exchange Server 2010 Setup appears:
   
4. Click Next.  The License Agreement page appears.
5. Select I Accept the terms in the license agreement, and then click Next.  The Error Reporting page appears.
6. Select No, and then click Next.  The Installation Type page appears.
7. Select Typical Exchange Server Installation, and then click Next.  The Exchange Organization page appears.
8. Enter a name for the organization, and then click Next.  The Client Settings page appears.
9. Select Yes, and then click Next.  The Configure Client Access server external domain page appears.
10. Leave unchecked, and then click Next.  The Customer Experience Improvement Program page appears.
11. Select I don't want to join..., and then click Next.  The Readiness Checks page appears
    
12. Click Install.  This page proceeds to display progress bars for each installation task.  On completion, the Completion page displayed.
13. Click Finish.  After a few moments, the Exchange Console appears.  This completes Exchange 2010 installation.

Step 3: Configuration

1. Launch the Exchange Management console (if it isn't already open).
2. In the console tree (at left), expand the tree to display: Microsoft Exchange > Microsoft Exchange On-Premises > Organization Configuration > Hub Transport.  The result pane (at center) will be updated to display Hub Transport configuration options.
3. Select the Accepted Domains tab.  The contoso.com domain is listed.
4. Select the Contoso.com item listed here.
5. Back on the console tree, expand the tree to display: Microsoft Exchange > Microsoft Exchange On-Premises > Server Configuration > Hub Transport.  The Results pane updates.
6. On the Results pane, right-click on the Default item, and then select Properties.  The Default [servername] Properties dialog appears.
7. Select the Permission Groups tab.
8. Check Anonymous users, and then click Apply.
9. Click OK.  The Properties dialog closes.
10. Back on the console tree, expand the tree to display: Microsoft Exchange > Microsoft Exchange On-Premises > Recipient Configuration > Mailbox.  The Actions pane updates.
11. On the Actions pane, click New Mailbox...  The first page of the New Mailbox wizard is displayed:
    
12. Click Next.  The User Type page of the wizard is displayed:
    
13. Select Existing users, and then click Add.  The Select User - Entire Forest dialog appears.
14. Select the users for which you want to create accounts.  The users that will be added are from the Northwind Traders sample database:
    
15. Click OK.  The dialog closes and the view changes to the Mailbox Settings page of the New Mailbox wizard:
    
    Note that aliases will be created automatically.
16. Click Next. The New Mailbox page is displayed, listing all of the users for whom new mail box accounts will be created:
    
17. Click New.  Progress bars will appear, as each new user mailbox account is created.  After it completes, the Completion page is displayed:
    
18. Click Finish.  The New Mailbox wizard closes, and all of the new mailbox accounts will be listed on the Results pane:
    
19. This completes this procedure.

Optional: Configure Exchange to Receive SharePoint 2010 Email

1. Launch the Exchange Management Console.
2. In the console tree, expand: Microsoft Exchange > Microsoft Exchange On-Premises > Server Configuration > Hub Transport.
3. Select Hub Transport:
   
4. In the Action pane, click New Receive Connect...  The first page of the New Receive Connector wizard appears:
   
5. Enter a name for the connector, leave the Custom setting as-is, and then click Next. The Local Network settings page of the wizard appears. 
6. Leave all settings default, and then click Next. The Remote Network settings page appears. 
7. Select the entry that is displayed (0.0.0.0-255.255.255.255), and then click the small Edit icon above.  The Edit Remote Servers - IP Address Range popup appears.
8. Revise the Start Address to the IP address of the SharePoint Server 2010 instance (in this case, 192.168.0.112)
   
   leave the End Address as-is, and then click OK. The popup closes, and the focus returns to the Remote Network settings page of the New Receive Connector wizard.  Note the change to the IP addresses in the item displayed.
9. Click Next.  The New Connector page is displayed, showing the configuration of the connector that will be created:
   .
10. Click New.  A status bar appears for a few moments as the new connector is created.  Once it completes, the Completion page is displayed:
    
    .
11. Click Finish.  The New Receive Connector wizard closes, and the focus changes back to the Exchange 2010 Management Console, now displaying the new connector in the Hub Transport results pane:
    
12. Right-click this item to open its Properties dialog:
    
13. Select the Permission Groups tab.
14. On this tab, check Anonymous users:
    
15. Click OK.
16. This completes configuration of Exchange 2010 to enable it to receive emails from SharePoint Server 2010.

Summary

This posting has shown how to install, configure and add new mailbox users to a new instance of Exchange 2010.  It also presented the steps for configuring it to receive email sent to it from SharePoint Server 2010.

References

• TechNet Exchange 2010
• Exchange Management Console
• Exchange 2010 Prerequisites
• The local metabase cannot be accessed
• The World Wide Web Publishing Service is disabled or missing
• Understanding Client Access
• Enterprise Networking Planet: Installing Exchange 2010 Step-by-Step
• Configuring outgoing email in SharePoint 2010 with Exchange 2010 – Step by Step Guide
• 2007 Office System Converter: Microsoft Filter Pack
• SharePoint Alert Info
• Troubleshooting SharePoint Alerts

Notes

• This procedure is part of building a development and testing environment for SharePoint Server 2010.  An Exchange instance is needed when developing testing SharePoint workflow.