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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>
+
+