How To Install and Configure an Exchange Server

First of all, what is an exchange server? In simplest terms, an exchange server enables people within a group or organization to exchange emails and to share other applications such as calendaring of tasks, inputting contacts, and data storage support. Good exchange servers have the goal of striking a balance between communication needs and data security, along with costs.

If you’re wondering how to install and configure an exchange account, here are the steps how:


  1. First, make sure that the particular exchange server you are going to install is compatible with your current operating system. Find out the system requirements of your exchange server (for example, how much RAM you need, which is typically about 1 GB). Also, make sure that you install other services that your exchange server will need (for example, Exchange Server 2003 would need the following Windows applications: .NET Framework, Internet Information Services, Simple Mail Transfer Protocol Services, among others.
  2. If you will be the one doing the exchange hosting (or your computer is the exchange admin), you have to convert the IP address to a static IP address. You can do this by clicking on “View Network Connections”; double-click on the network adapter icon and you’ll be able to view the status. You’ll see a “Properties” button on the lower left hand corner; click on it. Afterwards, you’ll be able to see a list of connection items; click on IPv4 and press the properties button. Click on the “Use the following DNS server addresses”, and then input your preferred internal IP address.
  3. Next, install Active Directory by pressing “Add Roles”. If you have met all the prerequisites then you can press the “Install” to start the Active Directory installation process. Afterwards, make sure that you configure the Active Directory. Click on the “Run the Active Directory Services Installation Wizard” option; that wizard will guide you through the process. Again, if your computer is the domain controller then you’ll have to create a new domain in a new “forest”; enter the name of your domain. It will  be hard to change this later on so make sure you input an appropriate name.
  4. Afterwards, you’ll be asked to specify your storage options for your Active Server.
  5. The wizard will lead you to configuring your server; it might take some time but once it is finished a screen will inform you about it. You will need to restart your computer once this happens.
  6. Install other features such as Windows Process Activation Service, Web Server and other prerequisites.
  7. Afterwards, your Exchange Server wizard will guide you in installing the exchange server; click on the Install option. Agree to the license agreement. Select “Typical Exchange Server Installation”. Next, enter the name of your organization (which would usually just be your company or domain name). If you want to use Outlook then choose the option to provide this to users. The installation process will begin once you have met all prerequisites.

Configuration. Exchange server configuration will consist of these actions:

  1. Adding the Internet domain name to the recipient policy.
  2. Configuring the server for inbound mail.
  3. Installing a connector for outbound mail.
  4. Configuring your user’s addresses.

Other things to remember: Make sure that you choose the best exchange server for your needs. One important thing to check on, for example, is the memory capacity of your chosen exchange server (16GB or above is preferable). A higher memory will mean that users will be able to have many backup options on their data.

Know also that an iPhone is able to sync with exchange servers; with this feature you’ll be able to access your mail anytime, at your convenience.

Exchange servers also have two types of database: mailbox storage for personal correspondence, and exchange public folders that can be accessed by everyone in the organization.

There you have it! Installing and configuring exchange server is easier than it may first seem; just remember to follow the instructions and the step-by-step guides and you’ll be all set!


Share this article!

Follow us!

Find more helpful articles: