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diff --git a/help/C/usage-exchange.sgml b/help/C/usage-exchange.sgml new file mode 100644 index 0000000000..b87aee9cdc --- /dev/null +++ b/help/C/usage-exchange.sgml @@ -0,0 +1,710 @@ + <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> + + |