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- <chapter id="usage-exchange">
- <title>The Ximian Connector for Microsoft Exchange</title>
- <para>
- The Ximian Connector for Microsoft Exchange allows Ximian
- Evolution clients to access accounts on Microsoft Exchange 2000
- servers. It is available through Ximian Red Carpet in its own
- channel, but cannot be used without a license file. The license
- file may be purchased from the Ximian online store at <ulink
- url="http://store.ximian.com">store.ximian.com</ulink>. Unlike the
- regular Ximian Evolution client, the Ximian Connector for
- Microsoft Exchange is proprietary software and source code is not
- available.
- </para>
- <para>
- The Ximian Connector offers a significant price advantage over
- other Exchange access methods for Linux and UNIX systems:
- <variablelist>
-
- <varlistentry>
- <term>Dual Computer Installation:</term>
- <listitem>
- <para>
- The purchase of a second computer for each client imposes
- a very heavy expense burden and is exceptionally
- inconvenient.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Dual Boot or Virtual Machine:</term>
- <listitem>
- <para>
- Installation of multiple operating systems in a dual boot
- or virtual machine configuration (such as VMWare) also
- increases licensing and administration costs. Users
- often complain that such a system is inconvenient, slow,
- and not integrated with the rest of their operating
- system.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Outlook Web Access:</term>
- <listitem>
- <para>
- Outlook Web Access is a web interface for Exchange
- servers, but works best in Microsoft Internet Explorer.
- Outlook Web Access also is
- not integrated with the rest of the host operating system
- and offers only limited groupware functionality.
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </para>
- <para>
- The Ximian Connector offers a low cost, fully integrated, option
- for Exchange 2000 server access in heterogeneous client
- networks. This chapter will explain how to install, configure, and
- use it.
- </para>
- <warning id="licensing">
- <title>Exchange Client Licenses</title>
- <para>
- Each user will need a valid Microsoft <application>Exchange</application>2000 server
- account and license.
- </para>
- </warning>
-
- <sect1 id="features">
- <title>Connector Features</title>
- <para>
- <application>Ximian Connector</application> supports the most
- often used features of <application>Microsoft
- Exchange</application>:
- <itemizedlist>
- <listitem>
- <para>
- General
- </para>
- <variablelist>
- <varlistentry>
- <term>Remote <application>Exchange</application> Information Store</term>
- <listitem>
- <para>
- Allows you to access mail, address book (including
- Global Address List folder), and calendars, and task
- folders on an <application>Exchange
- 2000</application> server from
- <application>Evolution</application>.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Palm synchronization</term>
- <listitem>
- <para>
- Supported for Contacts and Calendars on Exchange.
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </listitem>
- <listitem>
- <para>
- Mail
- </para>
- <variablelist>
- <varlistentry>
- <term>Viewing Mail in <application>Exchange</application>Folder</term>
- <listitem>
- <para></para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Sending Email via Exchange Protocols</term>
- <listitem>
- <para>
- You may use the Microsoft Exchange mail transport
- protocol to send email. Make sure that the address
- you have entered as your email address is exactly
- the one that the Exchange server has on file. This
- may be "yourname@exchange-server.ximian.com" rather
- than "yourname@ximian.com.a"
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </listitem>
- <listitem>
- <para>
- Calendar
- </para>
- <variablelist>
- <varlistentry>
- <term>Meeting Request/Proposal</term>
- <listitem>
- <para>
- Allows <application>Evolution</application> users to
- schedule meetings and view attendee availability for
- other users (<application>Evolution</application> or
- <application>Outlook</application> users) on
- <application>Exchange</application>.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Adding iCalendar Meeting Requests to Calendar</term>
- <listitem>
- <para>
- If you receive an iCalendar meeting request and add it
- to your calendar, it will be saved to your
- <application>Exchange</application> calendar.
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </listitem>
- <listitem>
- <para>
- Contacts
- </para>
- <variablelist>
- <varlistentry>
- <term>Address Completion</term>
- <listitem>
- <para>
- Supported for your <application>Exchange</application>
- Contacts folder. Not yet supported for the Global
- Address List.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Adding vCards to Address Book</term>
- <listitem>
- <para>
- If you receive a vCard attachment and click
- <guibutton>Save in Address Book</guibutton>, it will
- be saved to your <application>Exchange</application>address book.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>New Address Book entries can be created on
- <application>Exchange</application> from received email
- messages with a single click</term>
- <listitem>
- <para>
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </listitem>
-</itemizedlist>
-</para>
-
-<para>
-There are, however, some features which are not available:
-<itemizedlist>
-
- <listitem>
- <para>
- Access to shared and public folders is not
- available, although the Global Address List is
- available.
- </para>
- </listitem>
- <listitem>
- <para>
- Journal and Notes components are not available.
- </para>
- </listitem>
- <listitem>
- <para>
- Work Offline (disconnected mode) support is not functional.
- </para>
- </listitem>
- <listitem>
- <para>
- "Recall Message" function does not work yet.
- </para>
- </listitem>
-
- <listitem>
- <para>
- Creation of an automatic "out-of-office" reply messages
- is not available.
- </para>
- </listitem>
-
- </itemizedlist>
- </para>
- </sect1>
- <sect1 id="install">
- <title>Installing the Connector</title>
- <para>
- To install the Ximian Connector, run Ximian Red Carpet by
- selecting <menuchoice><guimenu>System</guimenu><guimenuitem>Get
- Software</guimenuitem></menuchoice>. Subscribe to the Ximian
- Connector for Microsoft Exchange channel, select the Ximian
- Connector for Microsoft
- <application>Exchange</application>2000, and click the
- <guibutton>Install</guibutton> button. You can also install
- the Connector by downloading the individual packages from
- ftp.ximian.com if you wish.
- </para>
- <para>
- Once you have installed the software, you will also need to
- install a license file. The license file is the verification
- that you have paid for a license to use the Ximian
- Connector. You can get the license file from the the Ximian
- online store at <ulink
- url="http://store.ximian.com">store.ximian.com</ulink>. You
- will need a browser with strong (128-bit or greater) encryption
- to access the store. When you purchase a Ximian Connector
- license, the store will mail you the license file with
- instructions for installation. Once installed, the license file
- unlocks the Ximian Connector functionality and you may connect
- to an <application>Exchange</application>server.
- </para>
- </sect1>
-
- <sect1 id="configure">
- <title>Configuration</title>
- <para>
- Once you have installed the Connector, you need to set up access
- for your <application>Exchange</application>account on both the
- <application>Exchange</application>server and within Evolution.
- </para>
-
- <sect2 id="config-server">
- <title>Exchange Server Configuration</title>
- <para>
- Check with your system administrator to ensure that:
- <itemizedlist>
- <listitem>
- <para>
- You have a valid account on the <application>Exchange</application>server.
- </para>
- </listitem>
- <listitem>
- <para> You are permitted to access the account with
- WebDAV. This is the default setting for the
- <application>Exchange</application>server, so unless
- your system administrator has specifically turned it
- off, no changes should be necessary.
- </para>
- </listitem>
- </itemizedlist>
- </para>
- <para>
- The Ximian website knowledge base, at <ulink type="http"
- url="http://support.ximian.com">support.ximian.com</ulink>,
- has additional information about checking to make sure that
- your <application>Exchange</application>server will accept
- connections from Ximian Evolution.
- </para>
- </sect2>
-
- <sect2 id="config-client">
- <title>Evolution Settings for Connecting to an <application>Exchange</application>Server</title>
- <para>
-
- Once you know that your server is ready for you to connect, start
- Ximian Evolution and select
- <menuchoice>
- <guimenu>Tools</guimenu>
- <guimenuitem>Mail Settings</guimenuitem>
- </menuchoice>
- from any mail view.
- </para>
- <sect3 id="config-exchange-new-account">
- <title>Creating a New Exchange Account</title>
-
-
- <para>
- If you would like to create a new account for your Exchange
- server, click the <guibutton>Add</guibutton> button in the
- accounts list. The account creation assistant will guide you
- through the process, which is also described in <xref
- linkend="usage-mainwindow-starting">. If you're not sure
- about any of the information you need, just ask your system
- administrator.
- </para>
- <variablelist>
- <varlistentry>
- <term>Identity</term>
- <listitem>
- <para>Enter your name and email address. If you wish,
- you may add your organization and the location of your
- signature file. Only your name and email address are
- required.
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Receiving Mail</term>
- <listitem>
- <para>
- In this step, you'll enter information about the way
- you check mail:
- <orderedlist>
- <listitem>
- <para>
- First, select <guilabel>Microsoft
- Exchange</guilabel> as your server type.
- </para>
- </listitem>
- <listitem>
- <para>
- Enter the name of your Exchange email server, and
- the user name you would use to log in to a
- Windows workstation in your organization.
- </para>
- </listitem>
- <listitem>
- <para>
- If you wish, select the box labelled
- <guilabel>Use secure connection
- (SSL)</guilabel>, to take advantage of a more
- secure connection method. This may allow you to
- connect to the server from outside your
- firewall.
- </para>
- </listitem>
- <listitem>
- <para>
- If you would like
- <application>Evolution</application> to
- remember your password, check the box labelled
- <guilabel>Remember this password</guilabel>.
- </para>
- </listitem>
- </orderedlist>
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Receiving Mail, Step Two</term>
- <listitem>
- <para>There are a few additional options in this step:
- <orderedlist>
- <listitem>
- <para>
- Checking for New Mail: If you would like to
- check for new mail automatically, click the
- checkbox and enter an interval in minutes.
- </para>
- </listitem>
- <listitem>
- <para>
- Exchange Server: If your Exchange mailbox name
- is different from your Windows name, enter your
- mailbox name here.
- </para>
- </listitem>
- <listitem>
- <para>
- Active Directory: If you would like to use the
- Global Address List (GAL), check the box
- labelled <guilabel>Create a Global Address
- List folder</guilabel> and enter the name
- of the directory server. To avoid strain
- on the server, the maximum number of
- responses to any Active Directory query has
- been set to 500. If you would like to
- change that, you may do so here as well.
- </para>
- </listitem>
- </orderedlist>
- </para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Sending Mail</term>
- <listitem>
- <para>Select <guilabel>Microsoft Exchange</guilabel> as
- your email sending method. There is nothing else to do
- in this step.</para>
- </listitem>
- </varlistentry>
-
- <varlistentry>
- <term>Account Management</term>
- <listitem>
- <para>Enter a name that you will use to remember this
- account. "Exchange Account" is a good suggestion. Note
- that you cannot have two accounts with the same name.
- If you'd like to make this your default account for
- sending email, check the <guilabel>Make this my default
- account</guilabel> box.</para>
- </listitem>
- </varlistentry>
- </variablelist>
- <para>
- You're done. Click <guibutton>Finish</guibutton> and
- <guibutton>OK</guibutton>, then quit
- <application>Evolution</application> and start it again. Now
- you're ready to get to work on the Exchange server.
- </para>
-
- <figure>
- <title>Creating an Exchange Account, Step One: Identity</title>
- <screenshot>
- <screeninfo>Creating an Exchange Account, Step One: Identity</screeninfo>
- <mediaobject><imageobject>
- <imagedata format="png" fileref="figures/exchange-identity" srccredit="Aaron Weber">
- </imageobject></mediaobject>
- </screenshot>
- </figure>
-
- <figure>
- <title>Creating an Exchange Account, Step Two: Receiving Mail</title>
- <screenshot>
- <screeninfo>Creating an Exchange Account, Step Two: Receiving Mail</screeninfo>
- <mediaobject><imageobject>
- <imagedata format="png" fileref="figures/exchange-receive" srccredit="Aaron Weber">
- </imageobject></mediaobject>
- </screenshot>
- </figure>
-
- <figure>
- <title>Creating an Exchange Account, Step Three: Mail Options</title>
- <screenshot>
- <screeninfo>Creating an Exchange Account, Step Three: Mail Options</screeninfo>
- <mediaobject><imageobject>
- <imagedata format="png" fileref="figures/exchange-receive-options" srccredit="Aaron Weber">
- </imageobject></mediaobject>
- </screenshot>
- </figure>
-
-
- </sect3>
-
- <sect3 id="config-exchange-existing-account">
- <title>Changing an Existing Account to Work with Exchange</title>
- <para>
- If you have an existing email account, and want to convert it
- to use for Exchange, select the account you want to convert
- and click the <guibutton>Edit</guibutton> button. You'll want
- to change settings in the following tabs of the account
- dialog:
- </para>
- <variablelist>
- <varlistentry>
- <term>Identity</term>
- <listitem>
- <para>
- If your email address will change because you are moving
- to a new server, then change it in this tab. Otherwise,
- move to the next tab.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Receiving Mail</term>
- <listitem>
- <para>
- Select <guilabel>Microsoft Exchange</guilabel> as your
- server type. Enter your name of your server next to
- <guilabel>Host</guilabel>, and the user name for your
- account next to <guilabel>Username</guilabel>. If your
- server supports SSL (Secure Socket Layer) encryption, it
- you can check the <guilabel>Use SSL</guilabel> box to
- take advantage of more secure data transfers.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Receiving Options</term>
- <listitem>
- <para>
- Here, tab, you'll find some additional settings:
- <variablelist>
- <varlistentry>
- <term>Checking for New Mail</term>
- <listitem>
- <para>
- Select whether you would like to check for
- mail automatically, and if so, how often.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Exchange Server</term>
- <listitem>
- <para>
- If your Exchange server requires you to use a
- different mailbox name from the name you use to
- log in, select the second check-box and enter
- the mailbox name. Check with your system
- administrator to be sure.
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Active Directory</term>
- <listitem>
- <para>
- If you would like to use the Global Address
- List (GAL) maintained on your Exchange server,
- click the tab labelled <guilabel>Receiving
- Options</guilabel> and check the box labelled
- <guilabel>Create a Global Address List
- folder</guilabel>. The GAL is maintained by
- your system administrator and you cannot add,
- change, or remove items from it using Ximian
- Evolution. However, you can use it to invite
- people to meetings and to look up addresses and
- other information. In many organizations, the
- GAL is stored on a different server from email.
- If this is the case, you should also specify
- the directory server name here.
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- </para>
- </listitem>
- </varlistentry>
- <varlistentry>
- <term>Sending Mail</term>
- <listitem>
- <para>
- If you will use your Exchange server to send as well as
- receive mail, select <guilabel>Microsoft
- Exchange</guilabel> as your server type, and enter the
- server name as the <guilabel>Host</guilabel>.
- </para>
- </listitem>
- </varlistentry>
- </variablelist>
- <para>
-
- Once you have made those changes, click the
- <guibutton>OK</guibutton> button.
- </para>
- <para>
- Then, quit <application>Evolution</application> and start it
- up again. Changes to the Ximian Connector accounts
- configuration are not active until you have restarted the
- application.
- </para>
- </sect3>
- </sect2>
- </sect1>
-
- <sect1 id="access">
- <title>Accessing the <application>Exchange</application>Server</title>
- <para>
- Like IMAP and LDAP data, information for
- <application>Exchange</application>accounts is stored on the
- server, not on your desktop computer. This means that you can
- access it from multiple locations. It also means that your
- Microsoft <application>Exchange</application>account information
- is in a seperate folder tree from the <guilabel>Local</guilabel>
- tree in your folder bar. You'll see it below the local tree,
- with the name you gave the account. If you have multiple
- accounts, you will have multiple folder trees.
- </para>
- <para>
- Click on any of the folder tree items to visit them; you may
- have to enter your server password. You can now create contact
- cards, send and receive email as you would normally. If there
- are items in your local calendar or addressbook that you'd like
- to add to your <application>Exchange</application>stores, you
- can copy and paste them over, or just drag items from one folder
- to another as you would with two local stores.
- </para>
-
- <note id="save-to-local-or-exchange">
- <title>Saving Attached Addresses and Appointments</title>
- <para>
- If you are using both an Exchange account and a local mail
- account, you should be aware that whenever you save an email
- address or appointment from an email message, it will be
- saved in your Exchange contacts list or calendar, rather
- than in your local account. The same is true of
- synchronization with Palm-OS devices: tasks, appointments,
- and addresses from your Palm-OS device will be synchronized
- with those in the Exchange folders rather than local
- folders.
- </para>
- </note>
-
- <tip id="gal-empty">
- <title>The Global Address List Is Empty At First</title>
- <para>
- To avoid unnecessary strain on the server, the GAL will
- appear empty until you have searched for something in it.
- If you want to display all the cards in the list, click in
- the search box and press <keycap>Enter</keycap>. This
- enters a blank search: since every card contains a blank in
- it, every card will appear.
- </para>
- </tip>
- </sect1>
- <sect1 id="full-advantage">
- <title>Taking Full Advantage of the Exchange Server When Scheduling Appointments</title>
- <para>
- When you schedule a meeting with your calendar on the
- <application>Exchange</application>server, you can check when
- other local Exchange users are busy according to their
- <application>Exchange</application>calendars. To do so:
- </para>
- <figure>
- <title>Scheduling With Free/Busy Information</title>
- <screenshot>
- <screeninfo>Using the Free/Busy Feature</screeninfo>
- <mediaobject><imageobject>
- <imagedata format="png" fileref="figures/schedule" srccredit="Aaron Weber">
- </imageobject></mediaobject>
- </screenshot>
- </figure>
-
- <orderedlist numeration="arabic">
- <listitem>
- <para>
- Open a new appointment in the calendar.
- </para>
- </listitem>
- <listitem>
- <para> Choose <menuchoice> <guimenu>Actions</guimenu>
- <guimenuitem>Schedule Meeting</guimenuitem>
- </menuchoice> in the meeting editor window.
- </para>
- </listitem>
- <listitem>
- <para> Add attendees, either by entering their email
- addresses into the list, or by clicking the
- <guibutton>Invite Others</guibutton> button. If you choose
- to so, it's best to use the Global Address List (GAL).
- Choose the GAL from the drop-down list of address sources
- at the top of the dialog box.
- </para>
- </listitem>
- <listitem>
- <para>
- Choose <guilabel>Options</guilabel> and then
- <guilabel>Update Free/Busy</guilabel> to check participant
- schedules and, if possible, update the meeting in all
- participants' calendars.
- </para>
- </listitem>
- </orderedlist>
- <tip id="autopick">
- <title>Using Autopick to Adjust Meeting Times</title>
- <para>
- If meeting attendees are not available during the times you
- have scheduled a meeting, you can "nudge" the meeting forward
- or backward to the nearest available time. To do so, just
- click the arrows to the left or right of the
- <guilabel>Autopick</guilabel> button. The autopick tool will
- move the meeting to the nearest time during which all
- attendees are available. If you aren't satisfied with those
- results, you can drag the edges of the meeting time to the
- hours that you want to select.
- </para>
- </tip>
- </sect1>
-</chapter>
-
-