Cisco CONFERENCING EXTENSIONS - ADMINISTRATOR GUIDE FOR MICROSOFT EXCHANGE, Administrator'S Manual

Page 1: ...Conferencing eXtensions for Microsoft Exchange Administrator Guide D14197 05 November 2010 ...

Page 2: ...e Synchronizer 15 Configure Security Settings and Tuning 16 Optional Deploying the TANDBERG Form 17 Uninstalling or Repairing the Installation 24 Uninstalling 24 Repairing 24 Upgrading 25 Upgrading to Cisco TMSXE on Exchange 2003 25 Upgrading to Cisco TMSXE and Migrating to Exchange 2007 26 Software Reference Guide 29 Configuration Tool Reference 29 Initialization Testing 29 Operations Tab 29 Conf...

Page 3: ...nstallation 50 Installation 50 Operation 50 Appendix C Using Cisco TMSXE with Exchange 2007 Clustering 51 Overview 51 Clustering Requirements 51 Installation 51 Upgrades 52 Uninstalling Cisco TMSXE 52 Operational Changes when using a Clustered Mail Server 52 Appendix D Using Cisco TMSXE with Separate Admin Roles 54 Installation 54 Upgrades 57 Uninstalling Cisco TMSXE 57 Operational Changes 57 Chec...

Page 4: ...rs of an Exchange organization By installing in the backend all users of the organization can benefit from a single installation Cisco TMSXE is installed on an Exchange 2003 or 2007 Server in the organization and accounts integrated with Cisco TMS must be hosted by the Information Store of that server Only one Cisco TMSXE installation is required per Exchange organization as long as all users have...

Page 5: ...ce Pack 1 or later Standard or Enterprise Editions The Server must have the Mailbox Server role installed Latest Service pack recommended Public Folders required to use Direct Resource Booking option or publishing custom form optional Windows Server 2003 64bit w Service Pack 2 or later Standard Enterprise Datacenter Edition all compatible Server 2003 R2 also compatible Latest Service pack recommen...

Page 6: ... specific administrator permissions Before continuing verify the user account you will use to perform the installation has the following permissions Windows Domain Administrator for the local domain or has delegated administrative access to the OU in Active Directory where all accounts are to be created Windows Administrator of the local machine you are installing on Exchange Full Administrator if...

Page 7: ...ng programs and any security anti virus software that may hinder installing the software 2 Launch Setup File The Cisco TMSXE installer is located on the Cisco TMS installation media Open the index page by double clicking browse bat Click the Install link start the installation program 3 Detecting a previous version The installer will search for an existing installation of Cisco TMSXE and if found ...

Page 8: ...Either a Remove the custom attribute from the account s mailbox b Delete the account and mailbox altogether 3 Restart the installation To reuse the detected user 1 Click Next 2 Let the Cisco TMSXE software know the password for the service user by choosing to either a Reset the Password to a strong password b Supply a new password c Supply the existing password to the account 3 Fill in the passwor...

Page 9: ...assigning user rights for your local computer Click Next to continue 2 Click the Browse button to open a directory browser You may also use the Search button to locate the existing account Select the account and click OK 3 The screen will update to show your selected account Click Next to continue 4 Select which mailbox store should be used for the mailbox of the account The drop down list will sh...

Page 10: ...eded to complete the installation Click Install and the installer will complete the necessary software and configuration setup on the Exchange Server 11 Finish installation When complete a Finish screen is displayed Leaving the checkbox marked will automatically launch the Configuration Utility so that the next portion of the installation can be completed Click Finish to close the installer and la...

Page 11: ...7 if the mailbox is not already an Exchange 2007 Resource mailbox convert it to a Resource mailbox using the Exchange Management Shell Example set Mailbox Identity ResourceName Type Room When prepped the accounts can be selected when enabling a Cisco TMS system in the steps below Enabling Cisco TMS Systems in Exchange Note When Cisco TMSXE Integration has been installed and operational any new sys...

Page 12: ...epresents all endpoints rooms and recording devices found in the configured Cisco TMS Server The right hand column lists all Exchange accounts that have been determined to be integrated with Cisco TMS via Cisco TMSXE Select one or more Cisco TMS systems you wish to enable in Exchange from the left hand list Use the shift or control keys to select multiple systems Click the button ...

Page 13: ...top left The dialog allows you to choose an option for each selected system individually When multiple systems were selected the OK button will be disabled until a choice has been made for each system Warning Account creation deletion changes may take time to replicate through your Active Directory When changes are made outside of the Configuration Utility depending on your Active Directory design...

Page 14: ...e use the Search option when OUs are very large 2 Repeat the above steps using the Next Previous buttons to toggle between the systems until a choice has been made for each system 3 Click the OK button to continue In Exchange Server 2003 Installations the utility will ask you for a password to use for the newly created accounts4 The password entered will be used for accounts that are to be created...

Page 15: ...and changes made in Cisco TMS The synchronizer is setup by the Installer but is idled in new installations until the administrator has enabled all the systems in Exchange using the Configuration Utility When all systems have been enabled in Exchange using the Configuration Utility the Synchronizer must be started In upgrade situations the Synchronizer s state is saved but is idled until it is acti...

Page 16: ...the defined User Group will still have access to the calendar directly so be aware of potential mismatches For more information on configuring Delivery Restrictions please see the Microsoft article How to Set Restrictions on a User http technet microsoft com en us library aa998925 EXCHG 65 aspx Membership in the security group defined as Editor access have the additional ability to edit existing m...

Page 17: ...pleted for new installations that wish to use the TANDBERG form For customers upgrading Cisco TMSXE without changing your Exchange Server version only the Publishing the Form section is necessary The other sections were completed in your previous installation Creating the Organization Forms Library If using Exchange 2007 the installation steps have changed significantly due to Public Folder change...

Page 18: ...ck on EFORMS Registry and select New Organizational Form 5 A property page for the new Organizational Form library will be displayed Fill in a suitable name of your choice and optional description of the Organizational Forms Library 6 Choose English USA as E forms language 7 Press OK to save Organizational Forms Library Note If English USA is not listed a Forms Library for that language already ex...

Page 19: ...the TANDBERG form in the Organizational Forms Library an Outlook user needs to be granted owner permissions to the Organizational Forms Library This is done by right clicking on the created folder and selecting Properties In the pop up window select the Permissions tab ...

Page 20: ...e if necessary 11 Click OK to save the permissions and OK again to save the properties of the new Organizational Form Publishing the TANDBERG Form When the Organizational Forms Library is in place the TANDBERG form is published using an Outlook client logged in as the user you assigned owner permissions to the Form Library On the server where the Integration was installed locate the Video Conferen...

Page 21: ...the TANDBERG tab the form must be opened using an alternative method due to changes in Outlook security Alternative Method to Open Form a Close the Appointment form if it is currently open b In Outlook Select from the File Menu New Choose Form c Change the Look In dropdown menu to User templates in File System d Click the Browse button to locate the folder where you copied the OFT file to and clic...

Page 22: ...w change the Look In dropdown menu to Organizational Forms Library 6 Enter names in the two fields exactly as described below case sensitive Display name Meeting Form name VideoConference The screen should look like the image below Click Publish when complete The form is now published and available for users to choose as their appointment form ...

Page 23: ...ete the following steps 1 Open your Outlook Client 2 From the Folder View Right click the Calendar icon and select Properties 3 The Calendar Properties window will open with the General Tab selected 4 Select Forms from the drop down menu for the When posting to this folder use option 5 A Pop Up will open Ensure the Look In drop down menu has Organizational Forms Library selected 6 An entry will be...

Page 24: ...ge Integration Delete the TMS Service user from Active Directory and it s associated mailbox Delete the tmsconfuser user account from the Windows Server hosting Cisco TMS and the user profile in Cisco TMS Delete any resource accounts and their mailboxes as desired Existing accounts can continue to be used for Exchange Only booking if desired Note Due to Active Directory replication a new installat...

Page 25: ...vices Snap in expand the Local Computer and shutdown the TANDBERG COM Application by right clicking on it and selecting shutdown With these elements stopped you should not be prompted to restart the server when the Uninstall is complete Note Cisco recommends against using the option to remove all users groups and settings during uninstall when performing an upgrade If choosing to use this option C...

Page 26: ...e not found section regarding End user operation Upgrading to Cisco TMSXE and Migrating to Exchange 2007 If operating in a segregated AD and Exchange admin organization do not rely on previous versions of the Installation Alternatives documentation for Microsoft Integration in regards to the Cisco TMSXE product This information is now integrated into this manual and you should reference the Append...

Page 27: ...part of the installation In the Configure Service Account on the Cisco TMS Server step be sure to select Let the installer create a service user if needed The installer will detect the previously used tmsconfuser account on the Cisco TMS server and re initialize it for the new installation After installing Cisco TMSXE the first time the Configuration Tool is opened the tool will detect problems wi...

Page 28: ...o open the Calendar directly in their own client Choosing to enable asynchronous booking is no longer available Asynchronous Booking is the default in the Exchange 2007 resource model and is the preferred model over direct resource booking See the Configuration Tool Reference for details on all of the features and use of the utility User Booking User Experience Changes The basic booking principles...

Page 29: ...accounts server or service accounts that may adversely affect the integration These tests can catch most administrator induced errors The number of account integrated will affect the duration of these tests a progress bar is displayed to show percentage of completion Marking the Copy log to Clipboard checkbox will copy all the text displayed to the clipboard for pasting into another application if...

Page 30: ...S to resource accounts in Exchange Details regarding this functionality are covered in section Enabling Cisco TMS systems in Exchange Tools Actions Right clicking on any entry in the right hand column presents a pop up menu of available tools and actions Use the shift or control keys to select multiple entries These actions are primarily used for removing accounts from the integration troubleshoot...

Page 31: ...TMS will be booked in Cisco TMS so Cisco TMS has the correct availability information for the account If there is any issue creating a particular meeting in Cisco TMS the meeting s organizer will receive an email describing the issue This function is typically used when an existing resource in Exchange is updated with video support or staged in advanced installs This does not replicate previously ...

Page 32: ...iately Password for Service User The account used as the Exchange side Service user is listed Default domain TMS Service If you wish to update the password of the Service Account you must do it via this page The Configuration Utility will update the Integration s references to the account s credentials and the password in Active Directory Changing the service account s password outside the utility...

Page 33: ...ress of Cisco TMS Secure Connection When checked the integration will use a HTTPS connection when communicating with Cisco TMS HTTPS must be enabled on Cisco TMS for this option to be functional Please see the document Implementing Secure Management for more information regarding HTTPS on the Cisco TMS Server Change Log Directory This setting controls where the logs for the TANDBERG integration ar...

Page 34: ...the meeting request using the Resources field in the meeting invite For more information regarding Asynchronous booking vs resource booking please see Explanation of Resource Booking Models Default Organizational Unit This setting controls where accounts created by the Configuration Utility will be created in Active Directory To change this setting click Browse and a window will appear allowing yo...

Page 35: ...Calendar Permissions action in the Operations Tab of the Configuration Utility to apply the security groups to selected existing accounts Enabling Cisco TMS systems in Exchange The left hand column on the Operations tab represents all endpoints rooms and recording devices found in the configured Cisco TMS Server that the Cisco TMS side service user has access to The right hand column lists all Exc...

Page 36: ... folder button or use the Next Previous buttons to switch to the next system This option will reconfigure an existing AD user account and mailbox to be associated with the Cisco TMS system Select Use an Existing AD Account The center panel will show you your domain s organizational structure Navigate the tree to find the desired AD Account or use the Search feature Only user accounts that have the...

Page 37: ... type should be edited using Outlook to a new meeting with a fixed end date The configuration tool will now perform the tasks as instructed and a status screen shows the progress of the individual systems and the overall progress Note This process can take some time depending on the number of systems you are importing and the design of your Active Directory When complete click the OK button and th...

Page 38: ...Cisco TMSXE Administrator Guide Page 38 of 61 3 When the mailbox opens select from the menu Tools Options ...

Page 39: ... Options click the Resource Scheduling button 6 Mark the checkbox for Automatically accept meeting request and process cancellations and click OK 7 If you are prompted about setting default permissions accept the change 8 Click OK to close the Calendar Options and click OK again to close the Options panel Close Outlook ...

Page 40: ...ay have made Setting Log Levels Logging is controlled per component You can define the level of information logged and where it is logged to By default Errors and Info are logged to file for all components Changing this behavior is controlled through the creation of two possible registry strings for each component LogLevel and LogMode These keys are not present by default and if not detected the d...

Page 41: ... normally defined using the Configuration Utility and can be seen in the registry key as string Log directory When a component is set to log to file each component creates a separate log file named ComponentName log in the log directory To prevent the logs from getting too big and taking up too much disc space an administrator can control the maximum file size and rotation of the log files This is...

Page 42: ...strators can be confident in how the Cisco TMSXE software affects their environment Functional Overview of Cisco TMSXE Integration The calendaring functionality of Microsoft Outlook and Microsoft Exchange allows users to create meeting events in their calendars invite other participants resources or equipment directly from their Outlook client The workflow and steps to book such meetings are commo...

Page 43: ... and operating as before Because the sink method only interjects when a meeting is saved on an Exchange Calendar something must update the Exchange Calendars if changes are made to the representation of the system room in Cisco TMS This process is handled by a synchronizer installed on the Exchange Server that is notified whenever a booking change happens on Cisco TMS The synchronizer connects to ...

Page 44: ...ions to the TANDBERG COM package Do not grant this user any Exchange Administrator Roles to prevent it from accessing other mailboxes Cisco TMS Side Service User tmsconfuser Must have access to login to the Windows Server hosting TMS Needs to be a member that has Book on behalf of permissions in Cisco TMS Must have Exchange Integration Service Account set to Yes in its Cisco TMS Profile Must have ...

Page 45: ...tedly try to re book a meeting to avoid annoying other users with too many meeting updates Asynchronous Booking is available in both Exchange 2003 and Exchange 2007 installations of the Cisco TMSXE Integration On Exchange 2007 installations it is the default and can not be disabled On Exchange 2003 installations the integration can be configured to allow or deny Asynchronous requests On Exchange 2...

Page 46: ...nt type This means you can not use the Configuration Utility to create new mailbox accounts You may follow the steps in the Appendix for using Cisco TMSXE with Separate Admin roles to manually create accounts The Editor and Author permission groups are not populated by default in Exchange 2007 installs These should be defined and used as they were in Exchange 2003 to properly grant users the abili...

Page 47: ...com en us library bb629523 aspx Managing Public Folders http technet microsoft com en us library bb124411 aspx How to Create a New Public Folder Database http technet microsoft com en us library bb123687 aspx How to View or Configure the Settings of Public Folders http technet microsoft com en us library bb123509 aspx How to View or Modify Public Folder Database Settings http technet microsoft com...

Page 48: ...rname for the user to be granted the permissions Add PublicFolderClientPermission Identity NON_IPM_SUBTREE EFORMS REGISTRY TANDBERG Form User domain username AccessRights Owner Add PublicFolderAdministrativePermission Identity NON_IPM_SUBTREE EFORMS REGISTRY TANDBERG Form User domain username AccessRights AllExtendedRights 4 As the Administrator who created the Public Folder or as a user granted t...

Page 49: ...r Click OK again to close the Extra Properties Window 16 The PR_EFORMS_LOCALE_ID Property will now be listed with a red icon next to it in the property list 17 Double Click PR_EFORMS_LOCALE_ID and in the unsigned decimal field enter 1033 and click OK 18 Close the MAPI Editor Tip For Microsoft s description of the steps using the MAPI Editor please see How to create an Organizational Forms Library ...

Page 50: ... s profile set Exchange Integration Service Account to Yes Set the user s email address to what will be the Exchange Service Account s email address This normally would be tms service SMTP Domain 9 Ensure the user is a member of a Cisco TMS group that has the Book on behalf permission set in the Group Permissions Save the changes to the user s profile and close your web browser Installation The no...

Page 51: ...ed Mail Server CMS is already installed and operational For assistance setting up and configuring your Clustered Mail Server please refer to the Microsoft documentation http technet microsoft com en us library bb629714 aspx The installation on cluster nodes follows the same general steps as a stand alone installation of Cisco TMSXE with minor differences Follow the steps below to perform a first t...

Page 52: ...aults tabs must be repeated on each node by running the Configuration Utility on the node and updating the settings Upgrades To upgrade an existing Cisco TMSXE install on a Clustered Mailbox Server you must run the software installation on each of the Cluster Nodes with the following exceptions Upgrade the Active Node in the Cluster first Run the software installation steps and when the installer ...

Page 53: ... on each node if changed To update the settings open the Configuration Utility on each node and update the value Updating the Sender email address and display name on the Configuration Tab must be updated on the active node for the change to take effect or test Changes here will automatically propagate to the other nodes when a node becomes the active node Using the features on the Operations tab ...

Page 54: ... Exchange Admin is a Local Administrator and delegated Full Exchange Administrator permissions or Exchange Recipient Administrator in Exchange 2007 Installation This section will outline how to adapt the installation process to function when the Active Directory and Exchange Administrator roles are separated Pre Installation Steps 1 The AD Admin must create or decide which OU in Active Directory w...

Page 55: ...source s calendars Stage the Resource Accounts These steps will outline how to prepare a resource account for use with the Cisco TMSXE integration These steps should be repeated for each resource account to be integrated and anytime you need to integrate a new system and be completed before trying to enable the corresponding Cisco TMS system using the Configuration Utility 1 Log into the Cisco TMS...

Page 56: ...ce account name as necessary Set MailboxCalendarSettings Identity domain ResourceName AutomateProcessing Autoaccept DeleteSubject false AddOrganizerToSubject false Run the Software Installer When the Pre Installation and staging steps have been completed the standard Cisco TMSXE software installer can be run taking note of the specific steps outlined below For a more detailed description of the so...

Page 57: ... Staging or Pre Installation steps are required by the AD Admin The setup file can be run by the Exchange Admin following the standard instructions If the previous copy was uninstalled rather then performing an in place upgrade the existing resource accounts had their Integration elements disabled during the uninstall When the software installation is complete open the Configuration Utility The Ut...

Page 58: ... extensionAttribute1 value b the send as and receive as permissions granted to the TMS Service account c the full mailbox access permission granted to the TMS Service Account To remove an account from both the Cisco TMSXE Integration and Exchange only booking simply have the AD Admin delete both the user account and mailbox Configuration Tab Changes Change the Password for Service User requires AD...

Page 59: ...when configuring or using Cisco TelePresence Management Suite Extension for Microsoft Exchange consult the documentation at http www tandberg com support video conferencing documentation jsp for an explanation of how its individual features and settings work You can also check the support site at http www tandberg com support to make sure you are running the latest software version You or your res...

Page 60: ...ation suite for the product here and any other external related documents The following table lists documents and web sites referenced in this document All product documentation can be found on our web site Name Document reference Conferencing eXtensions for Microsoft Exchange User Guide D14753 01 ...

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