Installation and Basic Configuration

  • Mailbox Server Role
    • Preinstallation (link here)
      • Verify the Microsoft Active Directory, hardware, operating system, and user account requirements have been met (link here).
      • Install the following features on the Microsoft Exchange Server 2016 server.
        • Install-WindowsFeature (then reboot)
          • AS-HTTP-Activation
          • Desktop-Experience
          • NET-Framework-45-Features
          • RPC-over-HTTP-proxy
          • RSAT-Clustering
          • RSAT-Clustering-CmdInterface
          • RSAT-Clustering-Mgmt
          • RSAT-Clustering-PowerShell
          • Web-Mgmt-Console
          • WAS-Process-Model
          • Web-Asp-Net45
          • Web-Basic-Auth
          • Web-Client-Auth
          • Web-Digest-Auth
          • Web-Dir-Browsing
          • Web-Dyn-Compression
          • Web-Http-Errors
          • Web-Http-Logging
          • Web-Http-Redirect
          • Web-Http-Tracing
          • Web-ISAPI-Ext
          • Web-ISAPI-Filter
          • Web-Lgcy-Mgmt-Console
          • Web-Metabase
          • Web-Mgmt-Console
          • Web-Mgmt-Service
          • Web-Net-Ext45
          • Web-Request-Monitor
          • Web-Server
          • Web-Stat-Compression
          • Web-Static-Content
          • Web-Windows-Auth
          • Web-WMI
          • Windows-Identity-Foundation
        • Install-WindowsFeature RSAT-ADDS
      • Install Microsoft .NET Framework 4.5.2.
      • Install Microsoft Unified Communications Managed API 4.0, Core Runtime 64-bit.
    • Interactive Installation (GUI) (link here)
      • Right click the setup.exe file and select Run as administrator.
      • On the Check for Updates? dialog box select Connect to the Internet and check for updates then click next.
      • On the Downloading Updates… dialog box click next.
      • On the Introduction dialog box click next.
      • On the License Agreement dialog box select I accept the terms in the license agreement then click next.
      • On the Recommended Settings dialog box select Use recommended settings then click next.
      • On the Sever Role Selection dialog box select Mailbox role then click next.
      • On the Installation Space and Location dialog box specify the installation path of your choice.
      • On the Exchange Organization dialog box specify the name of the Exchange Organization then click next.
      • On the Malware Protection Settings dialog box, under the Disable malware scanning. option select No then click next.
      • On the Readiness Checks dialog box click install.
      • On the Setup Completed dialog box click finish.
      • Reboot the server.
  • Edge Transport Role
    • Interactive Installation (Command Line) (link here)
      • Right click Windows PowerShell and select Run as Administrator.
      • Execute the following command to install Active Directory Lightweight
        Directory Services (ADLDS).

        • Install-WindowsFeature ADLDS
      • Install Microsoft .NET Framework 4.5.2.
      • Execute the following command to install the Edge Transport Server role.
        • Setup.exe /mode:install /role:EdgeTransport /IAcceptExchangeServerLicenseTerms
      • Execute the following command to create the Edge subscription file.
        • New-EdgeSubscription -FileName C:\Microsoft Exchange\Edge_Subscription_File.xml
      • Copy the subscription file to a folder on the server hosting the Mailbox Server role.
      • Run the following command on the Mailbox Server Role server to import the Edge subscription file and subscribe the Edge Transport server to the Active Directory site named Default-First-Site-Name.
        • New-EdgeSubscription -FileData ([byte[]]$(Get-Content -Path “C:\Microsoft Exchange\Edge_Subscription_File.xml” -Encoding Byte -ReadCount 0)) -Site “Default-First-Site-Name”
      • On the Mailbox Server Role server execute the following command to start the synchronization between the Mailbox Server Role and the Edge Transport Server role.
        • Start-EdgeSynchronization
  • Mailbox Server Role
    • Post Installation (link here)
      • Review the C:\ExchangeSetupLogs\ExchangeSetup.log file for errors or warnings.
      • Right click the Exchange Management Shell and select Run as Administrator.
      • Execute the Get-ExchangeServer | FT Name,ServerRole -auto cmdlet to determine the installed roles.
      • Review the Event Viewer (Windows Logs > Application) for errors or warnings regarding Microsoft Exchange Server 2016.
      • Login to the Exchange Admin Center using the URL https://server/ecp.
      • Configure the Language: and Time Zone: then click Save.
    • Configure the Offline Address Book
      • On the left pane of the Exchange admin center click servers.
      • In the middle pane click databases.
      • Select the default mailbox database and click the pencil icon to edit the database properties.
      • On the Mailbox Database properties dialog box click client settings.
      • On the client settings page click Browse….
      • On the Select Offline Address Book dialog box click OK.
      • On the client settings page click Save.
    • Configure the SMTP Domains (if necessary)
      • On the left pane of the Exchange admin center click mail flow.
      • In the middle pane click accepted domains.
      • Click the + (add) icon to create a new accepted domain.
      • Provide a display name and an SMTP domain for which Exchange server will receive email. Additionally, select Authoritative: so that Exchange server is responsible for delivering email for that domain in the exchange organization. If you would like it the default domain then select Make this the default domain. Lastly, click Save.
    • Configure the Email Address Policy
      • On the left pane of the Exchange admin center click mail flow.
      • In the middle pan click email address policies and click the + (add) icon to create a new email address policy.
      • Provide a name for the policy and click the + (add) icon under the *Email address format: heading, to create the email format.
      • Under the Select an accepted domain: option select the newly created domain and specify the email address format. Then, click Save.
      • On the new email address policy dialog box click Save and accept the warning.
      • Select the new email address policy, in the right pane click Apply, and in the Warning dialog box click Yes.
      • On the confirmation dialog box click Close.
    • Configure External Mail Flow
      • On the left pane of the Exchange admin center click mail flow.
      • In the middle pane click send connectors and click the + (add) icon to create a new send connector.
      • Pprovide a name for the connector and select Internet (For example, to send internet mail). Then, click Next.
      • Accept the default *Network settings: and click Next.
      • Under the *Address space: option click the + (add) icon to add an address space.
      • Under the *Full Qualified Domain Name (FQDN): enter an * (asterisk) and click Save.
      • Click Next.
      • Under the *Source server: option click the + (add) icon to add a source server.
      • Verify the Exchange server is selected, click add ->, then click OK.
      • Click Finish.
  • Test the Configuration
    • Right click the Exchange Management Shell and click Run as Administrator.
    • Execute the Test-MailFlow cmdlet and verify the that the TestMailFlowResult column says Success.
    • Execute the Test-MAPIConnectivity cmdlet to test MAPI client connectivity. The Result for each database should say Success.
    • Execute the Test-ServiceHealth cmdlet to verify that all necessary Exchange server related services are running. The RequiredServicesRunning column should say True.
  • Create an SSL Certificate
  • Enter the Product Key
    • On the left pane of the Exchange admin center click servers.
    • In the middle pane click servers.
    • In the right pane click Enter Product Key.
    • Under the Enter a valid product key. heading enter the product key then click Save.
  • Test Outlook on the Web
    • Using a web browser, navigate to https://server/owa.
    • Enter the username and password of an administrator that is mail-enabled.
    • Verify that the user is able to access their mailbox.
  • Configure Recipients
    • Mailbox-Enabled User
      • In the left pane of the Exchange admin center click recipients.
      • In the middle pane click mailboxes.
      • Click the + (add) icon, then click User mailbox.
      • Under the Existing user heading click Browse….
      • Select the user and click OK.
      • Click Save.
      • Verify that the mailbox was created.
    • Mail-Enabled User
      • In the left pane of the Exchange admin center click recipients.
      • In the middle pane click contacts.
      • Click the + (add) icon, then click Mail user.
      • On the new mail user dialog box provide an *Alias, *External email address:, and select the Existing user. Then, click Save.
      • Verify the Mail-Enabled User has been created.
    • Mail-Enabled Contact
      • In the left pane of the Exchange admin center click recipients.
      • In the middle pane click contacts.
      • Click the + (add) icon, then click Mail contact.
      • Enter the First name:, Last name:, *Display name:, *Name:, *Alias:, *External email address:, then click Save.
      • Verify the Mail-Enabled Contact has been created.
    • Distribution Group
      • In the left pane of the Exchange admin center click recipients.
      • In the middle pane click groups.
      • In the middle pane click groups, then click Distribution group.
      • Provide a *Display name:, *Alias:, add Members: to the group, then click Save.
      • Verify the distribution group has been created.
    • Postmaster Address
      • Create a Mailbox-Enabled User with the username Postmaster.
      • In the Exchange Management Shell, execute Set-TransportConfig -ExternalPostmasterAddress <ExternalPostmasterSMTPAddress> cmdlet to set the external postmaster address in Exchange.