How to Set Up an Exchange Server

Exchange servers are part of most business and school networks. These servers manage all Microsoft Outlook accounts, including email and calendars. Sometimes, Exchange servers are stand-alone servers, while other networks are small enough to allow Exchange to run on an existing server. Exchange servers work with the existing servers on your network to provide a central access point for all things Outlook.

Step

Insert the Exchange Server CD into the desired server. If the setup window does not appear, go to Windows Explorer, browse for the CD and click "Setup.exe."

Step

Install any necessary components by clicking on the black links. These are listed in order on the setup screen. If any steps are grayed out and listed as "Installed," you are ready to proceed to the next step. The installation steps include .Net Framework 2.0, Microsoft Management Console, Microsoft Command Shell, Microsoft Exchange and Critical Updates.

Step

Install Exchange by clicking on Step 4 in the setup window once all other components are installed except the critical updates.

Step

Enable "Error Reporting" by clicking the "Yes" radio button. This provides Microsoft with a way of seeing exactly what errors Exchange may cause.

Step

Choose the type of installation you want. The options include Typical and Custom. Custom allows for more control over the installation.

Step

Choose the server roles you want to install if you chose Custom in Step 5, and click "Next."

Step

Provide the organization name if you are setting up a new organization. If you are simply joining an existing Exchange organization, this will be detected automatically. Existing Exchange organizations will also require you to select the existing Exchange server to connect to.

Step

Choose whether any clients are running Outlook 2003 on your network.

Step

Wait for the setup wizard to perform readiness checks for each role you chose to install. If all prerequisites are met, the "Install" button will become available to be checked. If any prerequisites are not met, perform any steps that the wizard says are required for installation.

Step

Click "Install" and allow installation to complete.

Step

Install any critical updates to finish the steps on the setup window.