Checklist: Deploying a New Unified Messaging Environment

Applies to: Exchange Server 2010

Use this checklist to install and deploy Microsoft Exchange Server 2010 Unified Messaging (UM). Before you start working with this checklist, make sure you're familiar with the concepts in:

• Overview of Unified Messaging
• Deploying a New Unified Messaging Environment

For step-by-step guidance about how to upgrade from Microsoft Exchange Server 2007 to Exchange 2010, see Checklist: Upgrading to Exchange 2010 Unified Messaging.

Checklist for deploying Exchange 2010 Unified Messaging

Done?	Tasks	Topic
	Deploy and configure the IP gateways, IP PBXs, and PBXs in your organization.	Managing IP Gateways
	Verify that the Exchange server roles other than the Unified Messaging server role have been installed and configured.	Verify an Exchange 2010 Installation
	Install the Unified Messaging server role.	Install the Exchange 2010 Unified Messaging Server Role
	Optional: Install the Unified Messaging language packs you need on the UM servers in your organization.	Install a Unified Messaging Language Pack on a UM Server
	Create the required number of UM dial plans for your organization.	Create a UM Dial Plan
	Configure the UM dial plans in your organization.	View or Configure the Properties of a UM Dial Plan
	Create the required number of UM IP gateways.	Create a UM IP Gateway
	Create the required number of UM hunt groups.	Create a UM Hunt Group
	Add each UM server that has been installed to the appropriate dial plan.	Add a UM Server to a Dial Plan
	Optional: Configuring mutual TLS Run the Exchange Certificate wizard. Configure your UM dial plan security setting. Configure the Startup Mode for each UM server. Configure your UM IP gateways to listen on port 5061. Import your Exchange certificate on each IP gateway or IP PBX.	Create a New Exchange Certificate Configure VoIP Security on a UM Dial Plan Configure the Startup Mode on a UM Server Configure a Fully Qualified Domain Name for a UM IP Gateway Configure the TCP Listening Port on a UM IP Gateway
	Create the required number of auto attendants.	Create a UM Auto Attendant
	Configure the auto attendants in your organization.	View or Configure the Properties of a UM Auto Attendant
	Create a UM mailbox policy or configure the default UM mailbox policy.	Create a UM Mailbox Policy View or Configure the Properties of a UM Mailbox Policy
	Enable users in your organization for Unified Messaging.	Enable a User for Unified Messaging
	Optional: Deploy and configure incoming faxing.	Deploying and Configuring Incoming Faxing

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