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HOW TO USE W ITH
Pre-Installation Checklist
Make sure you have all of the following steps in place before you setup Exchange Server 2010 on Windows Server 2008 R2 64
Bit.
For simplicity we are assuming you are setting up a small office where one machine will be used for both the Active Directory
and the Exchange Server. This setup works just fine and reduces the number of machines to maintain. If you have a larger
office you may want to consider separating the Active Directory machine and the Exchange 2010 Server.
Install Windows Server 2008 R2 64 bit version
Exchange 2010 is a 64 bit application and requires 64 bit versions of Windows Server 2003 or Windows Server 2008. You
should select a computer that is capable of running the 64 bit version of Windows Server 2003 or 2008. For this example, we
will start with a clean installation of Windows Server 2008 R2 64 bit version that has not had any roles installed.
After installing Windows Server 2008 R2 we set the clock and the name of the server to be "EX2010". At this point this server is
configured to be a stand alone computer with default settings.
NEED BACKUP
SOFTWARE?
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Highlight "Internet Protocol Version 4 (TCP/IPv4)" and then press the Properties button.
Change the radio button to "Use the following IP address" and enter an IP address you want to use for this server. In our
example, we chose to assign this server the internal IP address "192.168.1.25". We also have a firewall appliance that
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When you select Active Directory the Select Server Roles Screen will inform you that you also need to install the feature ".NET
Framework 3.5.1". Press the "Add Required Features" button.
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Now the installation will scan your configuration and inform you if there are any pre-requisites that you have not fulfilled. If the
Active Directory Installation presents an errors, correct these at this time and then repeat the installation. Once the Setup
program indicates that you have met all pre-requisites, then press the Install button to start the installation process.
The setup program will now install Active Directory on your Server.
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When the installation is complete, you should see a message indicating "Installation Succeeded".
Press Close to return to the Server Management Screen.
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To configure Active Directory, click on the line under Roles labeled "Active Directory Domain Services". The Server Manager
will show you a page about the status of the Active Directory Role.
Click on the link "Run the Active Directory Services Installation Wizard (dcpromo.exe)". When the Active Directory Domain
Services Installation Wizard appears, press Next.
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The Installation Wizard will present information about the version of Active directory, press Next.
Since we are assuming this Exchange Server will be the first Domain Controller, we choose "create a new domain in a new
forest". Press Next.
Enter the name of your domain. The domain name you enter here is the domain name that Exchange will associated with all of
your email. If you use a hosting company to host your Internet Domain, then you may want to enter the name of your Internet
domain with ".local". If you host your own Internet Domain then you would enter your domain name here.
In our example, we are assuming that IGetMail.com is hosted at an Internet Hosting Company. Since we do not host
IGetMail.com on this Exchange Server, we will use IGetMail.local to indicate our internal domain for IGetMail.
NOTE: Once you enter your domain name it is very hard to change it in the future, so you should take great care
when enter this name.
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Once you have decided on the name of your internal domain, that will be your Active Directory Domain and the domain serviced
by Exchange, press Next.
The Installation Wizard will now ask you about compatibility. If you plan to have domain controllers running various versions of
Active Directory, then you will want to chose a function level to include the lowest version of Windows that you are using for
domain controllers. Press Next.
You will be asked a similar question which is at the domain level instead of the forest level on the previous screen. You should
follow the same approach and include the function level to include the lowest version of Windows you plan to use for domain
controllers. Press Next.
The first Domain Controller needs to have a DNS server running locally. The optimal location is to start out with having the
installation wizard install the DNS server locally. Also, it will automatically make this computer a global catalog server. Press
Next.
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You can specify where you want Active Directory to store its data. If you only have one drive in your Server, then use the
defaults. If you have multiple drives, you can select which drive to use. Press Next.
Should you need to restore Active Directory in the event of a hard drive failure, you will need to boot your Server into a special
mode called "Directory Restoration Mode". Should you need to boot your computer into this special mode, you will need to use
a special password just for this restoration. You can define this password at this time. NOTE: This password is different
than the administrator account and if you change the administrator password this password will not change. So you
will need to store this password forever in a safe place. Press Next.
Now the Installation Wizard will summarize the configuration that it is about to create. To start the process of configuring your
new Domain Controller, press Next.
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The Installation Wizard will show its progress as it configures your Server. This will take a long time.
When the installation is complete, you will be shown a final screen. Press Finish.
After restarting your computer, Windows should show you the Server Manager. You should see on the Server Manager screen
that you have Active Directory and DNS Server roles installed. Also the process of installing Active Directory will add the
features "Group Policy Management" and "Remote Server Administration Tools".
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The installation wizard will inform you that it will make the following modifications to your server. Press Next.
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The installation wizard will confirm your intention, press Install to begin.
And finally when the role has been installed, the installation wizard will show its results. Press Close and then proceed to
configure this newly installed role.
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At this point your Server Manager should show you that you have the Active Directory Lightweight Directory Services installed.
This is sufficient for Exchange. If you want to create LDS instances you are welcome to, but that task is not required by
Exchange.
Add feature - Windows Process Activation Service
The next feature that Exchange needs installed is the "Windows Process Activation Service". To install this feature, click on the
link "Add Features".
At the Select Features screen, check/tick the feature "Windows Process Activation Service".
Select the items under this service and press Next.
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Confirm your selections and press Install. Windows will now install this feature and when it is complete, press Close to return to
the Server Manager.
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At the Select Server Roles screen, check/tick the role "Web Server (IIS)" and press Next.
The Web Server IIS installation will present information about what it will perform. Press Next.
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Exchange requires that several additional services be added to the default settings in IIS.
In addition to the default settings, check/tick the following additional services:
Security - Basic Authentication
Security - Windows Authentication
Security - Digest Authentication
Performance - Dynamic Content Compression
Management Tools - IIS 6 Management Compatibility (include all items under this service)
Press Next.
The Web Server installation wizard allows you to verify your selections. Press Install to begin.
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The installation wizard will now install IIS on your Exchange Server.
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At the installation confirmation screen, press Install to begin the process of installing this feature.
When the Power Shell feature is installed, press Close to return to the Server Manager.
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Right Click on the Service "Net. Tcp Port Sharing" and choose Properties.
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Click on the link "Download Files Below". Then press the "Download" button next to the File Name "FilterPackx64.exe".
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When you have completed the Filter Pack installation you are now ready to install Exchange 2010.
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Now select the language option that is appropriate for your environment.
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After selecting your language option you are ready to being the installation.
Click on the link "Install Microsoft Exchange."
The Exchange Server 2010 setup wizard will present information about the task it will perform, press Next.
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You can choose to participate in error reporting if you wish, press Next.
Since this is Exchange Server is intended to be our only Exchange server, we will chose the typical installation which installs all
of the components to make this Exchange receive, store and send email. Select "Typical Exchange Server Installation" and
press Next.
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Enter the name of your organization, typically this corresponds to your company name or domain name. Press Next.
If you intend to use Outlook 2003 clients to connect to this Exchange Server, then chose Yes to provide compatibility with these
clients, then press Next.
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Exchange will now ask what you want to specify for the Internet facing side of Exchange. In our example, using IGetMail we
would create the Internet facing side of Exchange as mail.igetmail.com.
Next Exchange Setup will ask if you want to join the Customer Experience Program.
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Exchange will now verify that all prerequisites are met. If there are any items that Exchange needs, it will inform you at this
time. If the prerequisites have all been met, then press Install to begin the installation.
When the Exchange Server 2010 installation wizard completes, it will show the results of installing each component within
Exchange Server. You should see all components with a green check mark.
Press Finish and your Exchange Server should now be ready to use.
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When Exchange completes its installation, the Exchange System Manager will appear. The Exchange System Manager will
guide you through several post installation tasks.
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1. Right click on the Receive Connector "Default ServerName" and choose Properties
2. Select the "Authentication" tab.
3. If you do not have an SSL certificate from a third party SSL provider, then Uncheck / Untick the option "Offer Basic
authentication only after starting TLS". By default Exchange will not allow users to authenticate until you have an SSL
certificate. Unchecking / Unticking "Offer Basic authentication only after starting TLS," allows Exchange to offer
Authenticated login over standard SMTP.
When you configure IGetMail, you will need to specify a Windows user that meets these two requirements.
The Windows account must have a mailbox in Exchange
The Windows user must be a member of the group "Exchange Servers"
Commonly, the Administrator account does not work because it does not have a mailbox and a standard Windows account is
normally not a member of the Exchange Server group. To solve this you can either give the administrator a mailbox, or in our
example below we created a Windows user, made this Windows user a member of the "Exchange Servers" groups, and then
created a mailbox for the user. In our example this new Windows user is named "IGetMail".
1. Run Active Directory for Users and Computers.
2. Select the Users group in the column on the left.
3. Right Click and add a new user. In our case we choose to name this new user "IGetMail" since we will use this Windows
user account to route the email through as the email is delivered to all of the other users within Exchange.
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1. Select the Window user account that you want to have IGetMail use to connect to your Exchange Server. Right click on the
user name and choose Properties.
2. Go to the "Member Of" panel.
3. Press the Add... button.
4. Add the Group "Exchange Servers" to make this Windows account a member of the "Exchange Servers" group. This will
grant this Windows account the rights to route email to other users. This is needed for IGetMail to route email to your
users.
Next we need to add a mailbox to the Windows account that IGetMail will use for authentication.
1. Run the Exchange Management Console
2. Expand "Recipient Configuration"
3. Select Mailbox to show a list of existing Exchange Users
4. Right Click on "Mailbox" under "Recipient Configuration" and select New Mailbox or Click on New Mailbox in the Actions
Column on the right hand side.
5. Add the Windows account that you want IGetMail to use to the list of Exchange users. In our example below we have added
the account "IGetMail" to the list of Exchange Users.
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1. Right click on the Receive Connector "Default ServerName" and choose Properties
2. Select the "Permissions Group" tab
3. Check / Tick "Anonymous Users"
4. Save your changes
5. Now anyone can connect to the Exchange Server and route email to any user
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Click on the option "New Mailbox" in the right hand panel under the Actions column heading.
Copyright 1999-2014. All rights reserved. Lockstep Systems, Inc. * P.O. Box 4662, Scottsdale, AZ 85261 * 1-480-596-9432
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