Checklist - Exchange 2007 and Office 365 Hybrid Deployment

Article
07/23/2014

Applies to: Exchange Server 2010 SP1

Use this checklist to configure a hybrid deployment between an on-premises Microsoft Exchange Server 2007 organization and Microsoft Office 365 for enterprises using a Microsoft Exchange Server 2010 Service Pack 1 (SP1) hybrid server.

Before you start working with this checklist, make sure you're familiar with the concepts discussed in:

This checklist is generic in that it provides guidance for a typical hybrid deployment scenario. For more customized step-by-step guidance about how to configure your Exchange 2007 organization for a hybrid deployment, see the Exchange Server Deployment Assistant.

Exchange Server 2010 introduces the Exchange Server Deployment Assistant, or ExDeploy, a Web-based tool that can help you with your Exchange deployment. ExDeploy asks you a few questions about your current environment and then generates a custom checklist and procedures that help simplify your deployment.

For more information, see Exchange Server Deployment Assistant.

Prepare for Deployment

Done?	Task	Topic
	1. Before you begin	Before You Configure an Exchange 2007 Hybrid Deployment
	2. Sign up for Office 365	Sign Up for Microsoft Office 365 for an Exchange 2007 Hybrid Deployment
	3. Verify hybrid deployment prerequisites	Verify Prerequisites for an Exchange 2007 Hybrid Deployment
	4. Collect needed information	Collect Needed Information for an Exchange 2007 Hybrid Deployment

Configure Hybrid Deployment Prerequisites

Done?	Task	Topic
	5. Configure single sign-on	Configure Single Sign-on for an Exchange 2007 Hybrid Deployment
	6. Configure Active Directory synchronization	Configure Active Directory Synchronization for an Exchange 2007 Hybrid Deployment
	7. Verify service configuration	Verify Service Configuration for an Exchange 2007 Hybrid Deployment

Deploy Hybrid Server

Done?	Task	Topic
	8. Install Exchange 2010 hybrid server	Install Exchange 2010 Hybrid Server for an Exchange 2007 Hybrid Deployment
	9. Configure management interfaces	Configure Management Interfaces for an Exchange 2007 Hybrid Deployment
	10. Enable Mailbox Replication service proxy	Enable Mailbox Replication Service Proxy for an Exchange 2007 Hybrid Deployment

Configure Hybrid Server Services

Done?	Task	Topic
	11. Configure virtual directories	Configure Virtual Directories for an Exchange 2007 Hybrid Deployment
	12. Configure accepted domains	Configure Accepted Domains for an Exchange 2007 Hybrid Deployment
	13. Configure Exchange certificates	Configure Exchange Certificates for an Exchange 2007 Hybrid Deployment
	14. Configure e-mail address policy	Configure E-Mail Address Policy for an Exchange 2007 Hybrid Deployment
	15. Configure Outlook Anywhere	Configure Outlook Anywhere for an Exchange 2007 Hybrid Deployment

Configure Federation

Done?	Task	Topic
	16. Configure Autodiscover DNS records	Configure Autodiscover DNS Records for an Exchange 2007 Hybrid Deployment
	17. Configure federated delegation	Configure Federated Delegation for an Exchange 2007 Hybrid Deployment
	18. Configure organization relationships	Configure Organization Relationships for an Exchange 2007 Hybrid Deployment
	19. Configure Outlook Web App	Configure Outlook Web App for an Exchange 2007 Hybrid Deployment

Configure Transport

Done?	Task	Topic
	20. Configure Send and Receive connectors	Configure Send and Receive Connectors for an Exchange 2007 Hybrid Deployment
	21. Configure mail flow	Configure Mail Flow for an Exchange 2007 Hybrid Deployment

Finalize Your Deployment

Done?	Task	Topic
	22. Create a test mailbox	Create a Test Mailbox for an Exchange 2007 Hybrid Deployment
	23. Redirect Outlook Web App connections to hybrid server	Redirect Outlook Web App Connections for an Exchange 2007 Hybrid Deployment
	24. Move or create a mailbox	Move or Create a Mailbox for an Exchange 2007 Hybrid Deployment
	25. Post-configuration tasks	Post-Configuration Tasks to Support an Exchange 2007 Hybrid Deployment

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