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Before you run Exchange Server 2013 Setup make sure that the server meets the system requirements and prerequisites as discussed in the Chapter 1, “Exchange Server 2013 administration overview” section “Exchange Server 2013 editions.” You can run Exchange Server 2013 only on full installations of Windows Server 2008 R2 and Windows Server 2012. You cannot install Exchange Server 2013 on a server run- ning in Windows Server Core mode. Instead, you must convert the Core mode to a full installation. The supported editions are as follows:

■ Windows Server 2012 RTM or R2 Standard or Datacenter ■ Windows Server 2008 R2 Standard with Service Pack 1 (SP1) ■ Windows Server 2008 R2 Enterprise with Service Pack 1 (SP1) ■ Windows Server 2008 R2 Datacenter RTM or later

NOTE You can use Setup to install the Exchange Server 2013 management tools on 64-bit editions of Windows 7 SP1 and Windows 8 or later.

You can run Exchange Server 2013 Setup in one of several modes, including: ■ Install Used when you’re installing a new server role or adding a server role

to an existing installation.

■ Upgrade Used when you have an existing installation of Exchange and you’re installing a service pack or cumulative update.

■ Uninstall Used when you’re removing the Exchange installation.

IMPORTANT Exchange Server 2013 doesn’t support in-place upgrades from any previous version of Exchange. Further, after you install Exchange Server 2013, you won’t be able to rename the server.

Generally, you should install Exchange Server 2013 on member servers rather than on domain controllers. This will ensure Exchange operates with strictest secu- rity allowed and has optimal performance. If you do install Exchange Server 2013 on a domain controller, you won’t be able to demote the server. Once Exchange 2013 is installed, changing a server’s role from a member server to a directory server, or vice versa, isn’t supported.

If something goes wrong with the installation and re-running Setup and follow- ing the prompts doesn’t help you resolve the problem, you have several options. You can restore the server from backup or you can run Exchange Server 2013 Setup in recovery mode by running setup /m:RecoverServer at a command prompt. If you are recovering to a different server, the server must use the same fully qualified domain name (FQDN) as the failed server.

When you recover a server, you don’t specify the roles to restore. Setup detects the Exchange Server object in Active Directory and installs the corresponding files and configuration automatically. After you recover the server, you can restore data- bases and reconfigure any additional settings.

When you are ready to run Setup, you can begin the installation and install server roles by completing the following steps:

1. 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 Orga- nization Administrators group.

IMPORTANT Before beginning setup, you should close any open Windows PowerShell or Microsoft Management Console (MMC) windows. Otherwise you will see a warning during the readiness checks that you need to close these win- dows. The installation process makes updates to Windows PowerShell and MMC and requires exclusive access.

REAL WORLD Ensure the server’s TCP/IP settings are properly configured before beginning setup. Also, ensure that the server is a member of the domain in which you want the Exchange organization to be configured. During setup, the server will try to identify the Active Directory site in which it is located. The server will try to connect with a domain controller and global catalog sever in this site.

2. Do one of the following:

■ If you are using an installation disc, insert the Exchange Server 2013 DVD into the DVD-ROM drive. If Autorun is enabled, Exchange Server 2013 Setup should start automatically. Otherwise, double-tap or double-click Setup.exe on the root folder of the DVD.

■ If you are using a download, access the folder where you extracted the Exchange setup files and then start Exchange 2013 Setup by double- tapping or double-clicking Setup.exe.

IMPORTANT If you’ve enabled User Access Control (UAC), you must press and hold or right-click Setup.exe and select Run As Administrator.

3. On the Check For Updates page, shown in Figure 2-1, 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.

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 communi- cation problem.

FIGURE 2-1 Exchange Server Setup allows you to check for updates to the setup process.

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

5. 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.

6. On the Recommended Settings page, shown in Figure 2-2, 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 2-2 Using the Recommended Settings to automatically send error reports and infor- mation about your computer hardware to Microsoft.

7. On the Server Role Selection page, shown in Figure 2-3, 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 organiza- tion 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 2-3 Selecting the server roles to install.

8. Select Automatically Install Windows Server Roles And Features That Are Re- quired To Install Exchange Server to have Setup install any required Windows prerequisites. You may need to reboot the computer to complete the instal- lation 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.

9. 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.

10. 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 organiza- tion name blank. Tap or click Next to continue.

REAL WORLD Exchange 2013 supports shared permissions and split permis- sions. Split permissions allow organizations to separate Exchange management and Active Directory management. Role Based Access Control (RBAC) is the rec- ommended split permissions model used with Exchange. If you want to use shared permissions or split permissions that use RBAC, do not select the Apply Active Directory Split Permissions check box. If your organization has strict requirements for separate management of Active Directory and Exchange Server and RBAC will not meet your needs, select the Apply Active Directory Split Permissions check box. However, you will then be unable to create users, groups, contacts, and other Active Directory objects using the Exchange management tools.

FIGURE 2-4 Setting the name of the Exchange organization.

11. 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 dis- able malware scanning, it can be enabled later. Tap or click Next to continue.

12. On the Readiness Checks page, shown in Figure 2-5, ensure the prerequi- site 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 2-5 Reviewing any warnings on the Readiness Checks page.

13. 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 2-6, tracks the progress of the installation. The installation is performed in a series of steps, with the prog- ress 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:

a. Organization preparation

b. Preparing setup

c. Stopping services

d. Exchange Files... Language Files

e. Restoring services

f. Languages

g. Management tools

h. Mailbox role: Transport service

i. Mailbox role: Client Access service

j. Mailbox role: Unified Messaging service

k. Mailbox role: Mailbox service

l. Client Access role: Front End Transport service

m. Client Access role: Front End service

FIGURE 2-6 Tracking the progress of the installation.

14. Finally, you’ll see the Setup Completed page, shown in Figure 2-7, when Set- up 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 2-7 The setup is complete.

NOTE Alternatively, you can manually start Exchange Admin Center by opening Internet Explorer and entering the Exchange Admin Center URL. By default, this URL is https://ServerName/ecp/ where ServerName is the name of the server, such as: https://mailserver35/ecp/.

By default, Exchange 2013 runs in trial mode. To get out of trial mode, you must validate the installation. In the left pane of Exchange Admin Center, tap or click Servers. As shown in Figure 2-8, a link is provided for entering a product key. Tap- ping or clicking this link opens the properties dialog box for the mail server with the general page displayed. Enter a valid product key in the boxes provided and then tap or click Save.

FIGURE 2-8 Opening Exchange Admin Center.

You can change the product key at any time on the general page. Select Change Product Key, enter a valid product key, and then tap or click Save.

You can upgrade a Standard edition to an Enterprise edition using the options on the general page as well. Select Change Product Key, enter a valid product key for Enterprise edition, and then tap or click Save.