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Exchange 2007 prerequisites and custom server role installation

Brien Posey
03.14.2008
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When migrating to Exchange Server 2007 from previous versions of Exchange, there's more to the installation process than a simple upgrade. Server roles play a larger part in Exchange Server 2007, and the Exchange 2007 installation process varies considerably based on which server roles you plan to deploy. This tip begins with an outline of Exchange 2007's installation prerequisites and a brief introduction to its server roles, including the Hub Transport, Mailbox, Client Access, Edge Transport and Unified Messaging Server roles. It then explains step-by-step how to execute a custom Exchange 2007 server role installation and perform critical updates.

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[IMAGE]Exchange 2007 prerequisites and custom server role installation
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[IMAGE] Part 1: Understanding Exchange 2007 server roles
[IMAGE] Part 2: Performing a custom Exchange 2007 server role installation

Part 1: Understanding Exchange 2007 server roles

There are a few things to keep in mind when preparing to migrate to Exchange Server 2007. First, the server will run only on a 64-bit version of Windows Server 2003. There also are several prerequisites that must be met before you can install Exchange Server 2007. The majority of these prerequisites deal with various patches and add-on components that must be downloaded and set up before installing Exchange 2007. Required components also vary, depending on the server roles that you're deploying. Table 1 lists these prerequisites and links to download them online.

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content="FrontPage.Editor.Document"> New Page 1 [TABLE]

Table 1. Exchange Server 2007 prerequisites and components.

You may have to download many different updates. One timesaver that I use is to download all prerequisite files to a USB flash drive. I rename each file to reflect the order in which the component must be installed. When I need to install Exchange Server 2007 onto another server, I insert my flash drive and run the updates in order.

Before installing Exchange Server 2007, you must have a basic understanding of its roles. For detailed information on Exchange Server 2007's server roles, I recommend reading Admin 101: Server roles in Exchange Server 2007. Following are brief explanations of all of the server roles in Exchange Server 2007.

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Part 2: Performing a custom Exchange 2007 server role installation

When you install Exchange Server 2007, you have the choice to perform either a typical or custom installation. A typical installation doesn't allow you to select the server roles that you want to install – the Mailbox, Client Access and Hub Transport Server roles will be installed automatically. I recommend performing a custom Exchange 2007 installation. To do so:

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