Running and modifying Exchange Server 2013 Setup (part 1) - Installing new Exchange servers,Installing Exchange Server

Mailbox server

Client Access server

Log on to the server using an administrator account. When you install the Mailbox and Client Access roles, you must use a domain account that is a member of the Enterprise Administrators group. If you’ve already prepared Active Directory, this account must also be a member of the Exchange Organization Administrators group.

Do one of the following:

On the Check For Updates page, shown in Figure 1, you can specify whether to check for updates to the setup process. If you don’t want to check for updates, select Don’t Check For Updates before you tap or click Next to continue. Setup will then copy files and initialize resources. The server also tries to validate the state of Active Directory.

Figure 1. Exchange Server Setup allows you to check for updates to the setup process.

If the server is unable to validate the state of Active Directory and choose a domain controller to work with, Setup will log errors and may also report that a domain controller could not be located. If errors are reported, do not continue with the installation. Instead, exit Setup and resolve the communication problem.

The Introduction page begins the installation process. Tap or click Next to continue.

On the License Agreement page, review the software license terms. If you agree to the terms, select I Accept The Terms In The License Agreement, and then tap or click Next.

On the Recommended Settings page, shown in Figure 2, select whether you want to use the recommended settings. If you select Use Recommended Settings, Exchange will automatically send error reports and information about your computer hardware and how you use Exchange to Microsoft. If you select Don’t Use Recommended Settings, error and usage reporting are disabled, but you can enable them at any time after Setup completes. Tap or click Next to continue.

Figure 2. Using the Recommended Settings to automatically send error reports and information about your computer hardware to Microsoft.

On the Server Role Selection page, shown in Figure 3, choose whether you want to install the Mailbox role, the Client Access role, both roles, or just the management tools on this computer. You can add additional server roles later if you choose not to install them during this installation. An organization must have at least one Mailbox role and at least one Client Access server role installed. Both roles can be installed on the same computer. However, unlike previous releases, you cannot uninstall only one role from a server—both roles must be uninstalled together. The management tools are installed automatically if you install any server role.

Figure 3. Selecting the server roles to install.

Select Automatically Install Windows Server Roles And Features That Are Required To Install Exchange Server to have Setup install any required Windows prerequisites. You may need to reboot the computer to complete the installation of some Windows features. If you don’t select this option, you must install the required Windows features manually. Tap or click Next to continue.

On the Installation Space And Location page, note the space required for the installation. Tap or click Browse to choose a location for the installation. Ensure you have enough disk space available on the related drive. Tap or click Next to continue.

If this is the first Exchange server in your organization, on the Exchange Organization page, shown in Figure 2-4, type a name for your Exchange organization or accept the default value of First Organization. The Exchange organization name must be 64 characters or less and can contain only the characters A through Z, a through z, 0 through 9, space (as long as the space is not leading or trailing), and hyphen or dash. You can’t leave the organization name blank. Tap or click Next to continue.

Figure 4. Setting the name of the Exchange organization.

If you’re installing the Mailbox role, on the Malware Protection Settings page, choose whether you want to enable or disable malware scanning. If you disable malware scanning, it can be enabled later. Tap or click Next to continue.

On the Readiness Checks page, shown in Figure 5, ensure the prerequisite checks completed successfully. Note any warnings. Note any errors as well. You must resolve any reported errors before you can install Exchange Server 2013. For most errors, you don’t need to exit Setup. After resolving a reported error, tap or click Retry to run the prerequisite checks again.

Figure 5. Reviewing any warnings on the Readiness Checks page.

When all readiness checks have completed successfully, tap or click Install to install Exchange 2013. The installation process should take about 60 minutes.

The Setup Progress page, shown in Figure 6, tracks the progress of the installation. The installation is performed in a series of steps, with the progress for the current step tracked with a progress bar and as a percentage of completion. The number of steps varies, depending on the tasks Setup must perform to prepare the environment as well as the options you selected. Typically, the steps you see will include:

Figure 6. Tracking the progress of the installation.

Finally, you’ll see the Setup Completed page, shown in Figure 7, when Setup completes the installation. Although you must restart the server to finalize the installation, you may want to select the Launch Exchange Administration Center check box before selecting Finish and then set the product key.

Figure 7. The setup is complete.