Copyright: Microsoft Exchange Server Setup Help


Welcome

The Setup program allows you to install the Microsoft Exchange Server software to a new Windows NT Server computer, or add or remove Microsoft Exchange components from an existing Microsoft Exchange installation. The Setup program gives you a choice of the following installation types:

Typical  The Microsoft Exchange Server software and Administrator program are installed. Client software and connectors are not installed.

Complete/Custom   Only the components selected are installed. You can choose to install all or some components, including client software and connectors.

Minimum   Only the Microsoft Exchange Server software is installed. The Administrator program, client software, and connectors are not installed. Use this installation type if this is not the first server in the site and you do not need a second copy of the Administrator program or client software.

During the installation process, Setup will not be able to install system files or update shared files if they are in use. Before proceeding, it is recommended that you

Close any open programs, especially MAPI-based applications such as Microsoft Word.

If you have used Microsoft Exchange Server during this session of Windows NT, log out and log back on to Windows NT.

Restart your computer before installing Microsoft Exchange Server to make sure that no conflicting processes are running on your computer.

To set up the first Server at a Site...

You need the following information to run the server Setup program for a server in a new site or organization:

Organization name (case sensitive)

Site name

Clients to be installed

Connectors to be installed

Service account name

Service account password

To add a Server to a Site...

Before you run the server Setup program to install an additional server to an existing site, you need the following information:

Clients to be installed

Connectors to be installed

Name of another server in the site

Service account password


Main Application Installation window
Main Application Installation

Setup gives you a choice of installation types. If an installation type is unavailable, then you do not have enough disk space; you can  You can:

Choose another installation type.

Choose Change Directory to select another destination directory for the Microsoft Exchange Server software.

To install Microsoft Exchange Server in a different directory

Choose the Change Directory dialog box

Type the path of the destination directory in the path box and choose OK.

Select a directory in the Directories box and choose OK.

Select a drive in the Drives box and choose OK.

Note  If the default directory does not exist, Setup creates it.


Custom Installation window
Complete/Custom Installation

This installation type allows you to choose components, such as connectors, to install.

To select installation options

In the Options box, select the check box for any item you want to install or clear the check box for any item you do not want to install.

A description of the selected item appears in the Description box.

To see further options

In the Options box, select an item, and then choose Change Option.

Note  Change Option is unavailable if there are no additional items to select.

To install an item in a different directory

In the Options box, select an item and then choose Change Directory. Change Directory is available only for an item that can be installed in another directory.

The Space Required line at the bottom of the screen shows the disk space required for the selected items. These items will be installed in the specified directory.


Suboptions Available window
Suboptions Available

To install or remove installation suboptions

In the Options box, select the check box for the item you want to install or clear the check box for any item you do not want to install.

A description of the selected item appears in the Description box.

The Space Required line at the bottom of the screen shows you the disk space required for the selected items. These items will be installed in the specified directory.


Maintenance Installation window
Maintenance Installation

To install or remove installation options

In the Options box, select the check box for the item you want to install or clear the check box for any item you want to remove.

A description of the selected item appears in the Description box.

Note  If an item in the Options box is unavailable, the item was previously installed by another application; you cannot reinstall or remove the item.

To see more options

In the Options box, select an item and choose Change Option.

Note  Change Option is unavailable if there are no additional items for the selected option.

To install an item in a different directory

In the Options box, select an item and choose Change Directory. Change Directory is only available for an item that can be installed in another directory.

The Space Required line at the bottom of the screen shows you the disk space required for the selected items. These items will be installed in the specified directory.

The complete count of components that you are adding or removing is shown near the bottom of the screen.

Caution  If you are adding components to an existing Microsoft Exchange Server installation, be careful you don’t unintentionally remove Microsoft Exchange Server components. For example, if you wish to add a connector to an existing Microsoft Exchange Server computer, do not clear options that are already checked in the Complete/Custom Setup dialog box. Doing so will remove the component and may seriously damage your Microsoft Exchange Server system.


Suboptions Maintenance window
Suboptions Maintenance

To install or remove suboptions or components

In the Options box, select the check box for the item you want to install or clear the check box for any item you want to remove.

A description of the selected item appears in the Description box.

The Space Required line at the bottom of the screen shows the disk space required for selected items.

The complete count of components that you are adding or removing is shown near the bottom of the screen.

Caution  If you are adding components to an existing Microsoft Exchange Server installation, be careful you don’t unintentionally remove Microsoft Exchange Server components. For example, if you wish to add a connector to an existing Microsoft Exchange Server computer, do not clear options that are already checked in the Complete/Custom Setup dialog box. Doing so will remove the component and may seriously damage your Microsoft Exchange Server system.


Exchange Site
Microsoft Exchange Server Site

  See Also

The new Microsoft Exchange Server computer can be either part of an existing site or the first server in a site. If you are installing the first server in your organization, create a new site. Otherwise, the Microsoft Exchange Server computer must join an existing site.

For more information on site planning, see the Microsoft Exchange Server Concepts and Planning Guide.

To create a new site

Select Create a New Site and type the Organization and Site names in the appropriate boxes. Note that the Organization Name is case-sensitive and will need to be typed exactly as you create it in future installations.

To join an existing site

Select Join An Existing Site and type the name of an existing site this server will join.  The Organization Name must exactly match the name of the organization you are joining.

Note  Extended characters may be mapped in site and organization names.  If you use extended characters in your site or organization names, check the address assigned in the Administrator program after installation.


Messaging Site Services Account

During installation, the Setup program creates several services that run in the context of a user account called a service account. Before you install Microsoft Exchange Server on the first server in a site, you must create a Windows NT account that Microsoft Exchange Server uses to start and run the services. Microsoft Exchange Server computers use the service account to validate other servers in the site and give them access to Microsoft Exchange Server services. All Microsoft Exchange Server computers in the site must use the same service account or they cannot communicate with each other. You can create the service account on any computer that is running Windows NT Server and is a member of the same domain as the Microsoft Exchange Server computer.

For information about creating a Windows NT service account for Microsoft Exchange Server services, see the Microsoft Exchange Server Installation Guide or Concepts and Planning Guide.

To select a Windows NT service account

1.	Select the service account you will use for Microsoft Exchange Server.

If you are installing a new server in an existing site, Setup uses the default service account for the site.

If you are installing a new server in a new site, choose Browse.

The Add User Or Group dialog box appears.

In the Names box select the service account and choose Add, then OK.

Or

In the Add Names box, type domain\account for the service account and choose OK.

2.	In the Messaging Site Services Account dialog box in the Account Password box, type the password for the service account.


Add Users And Groups
Add User Or Group

Use the Add User Or Group dialog box to select the Windows NT service account for Microsoft Exchange Server.

To select a Windows NT service account from the Add User Or Group dialog box

1.	In the List Names From box, select the domain where the Windows NT service account for Microsoft Exchange Server is located.

The service account must be a member of the same domain as the Microsoft Exchange Server computer.

2.	From the Names box, select the name of the service account you want to use.

3.	Choose Add to add the service account to the Add Names box.

4.	In the Add Names box, type in domain\account for the service account and choose OK.


Find Account

Use the Find Account dialog box to locate a user account or group.

Find User or Group

Type the name of the user or group you want to search for. The system searches only for user accounts or groups with that exact name.

Search All

When you select this option, the search looks for a matching user or group name in the local domain or computer, and in all domains trusted by the local domain.

Search Only In

When you select this option, the search looks for a matching user or group name only in the domains and computers you have selected from the list. The list includes the local domain or computer and all domains trusted by the local domain.

Search button

Choose this button to begin a search based on the parameters specified in the Find User Or Group box, and by the Search All or Search Only In options.

Search Results

Contains a list of user accounts and groups found during a search. The list continuously fills as the search progresses.

You can select one or more names from the Search Results list, and then choose the Add button to add them to the Add Names list of the Add Users And Groups dialog box.

The list presents the matching users and groups in the following forms:

Users

domainname \ username (fullname) description
computername \ username (fullname) description

Groups

domainname \ groupname description
computername \ groupname description

Add button

Closes the Find Account dialog box, and adds the accounts selected in the Search Results list to the Add Names list of the Add Users And Groups dialog box.


Global Group Membership

The Global Group Membership dialog box lists the user accounts that are members of the selected global group.

Members Of Global Group

This box lists the members of the selected global group.

Add button

To add user accounts to the Add Names box in the Add Users and Groups dialog box, select one or more names from the Members Of list, and then choose Add.


Naming Conventions

You should carefully plan the naming conventions for your organization before you install and configure the system. Some names (organization, site, and server) cannot be changed without re-installing the software.

As a result of some character limitations on organization and site names, the Setup program may not be able to use the exact names you specify; however, it will attempt to use a name that closely matches the name you specify. If you do not want to use the name Setup chooses for your site or organization, you can change the object’s display name in the General property page. You cannot change the directory name (also called the relative distinguished name) of the object.

Note  Extended characters may be mapped in site and organization names.  If you use extended characters in your site or organization names, check the address assigned in the Administrator program after installation.


See Also

Naming Conventions