1. | Upgrade all Exchange Servers to Exchange Server 2007 Service Pack 2.
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2. | Bring the AD forest and domains to Windows Server 2003 Functional (or higher) levels.
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3. | Upgrade
at least one Global Catalog domain controller in each AD site that will
house Exchange Server to Windows Server 2003 SP2 or greater.
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4. | Prepare a Windows Server 2008 (RTM or R2) x64 edition server for the first Exchange 2010 server.
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5. | Install the AD LDIFDE tools on the new Exchange 2010 server (to upgrade the schema).
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6. | Install any necessary prerequisites (WWW for CAS server role).
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7. | Run
setup on the Exchange 2010 server, upgrade the schema, and prepare the
forest and domains. (Setup runs all in one step or separate at the
command line.)
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8. | Install CAS server role servers and configure per 2010 design. Validate functionality.
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9. | Transfer OWA, ActiveSync, and Outlook Anywhere traffic to new CAS servers.
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10. | Install Hub Transport role and configure per 2010 design.
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11. | Transfer inbound and outbound mail traffic to the 2010 HT servers.
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12. | Install mailbox servers and configure Databases (DAG if needed).
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13. | Create public folder replicas on Exchange 2010 servers using AddReplicaToPFRecursive.ps1 or Exchange 2010 Public Folder tool.
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14. | Move mailboxes to Exchange 2010 using Move Mailbox Wizard or PowerShell.
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15. | Rehome the Offline Address Book (OAB) generation server to Exchange Server 2010.
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16. | Transfer all Public Folder Replicas to Exchange Server 2010 Public folder store(s).
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17. | Delete Public and Private Information Stores from Exchange 2007 server(s).
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18. | Uninstall all Exchange 2007 servers.
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