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Automated Exchange 2007/2010/2013 Configuration

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Preinstaller Description

The automated version of Exchange configuration covers everything that would normally be done in the manual configuration section of this guide.  The rest of the sections, such as creating pivot folders and post-install steps, still need to be performed separately.

The automated Exchange configuration is done with a tool included in the download, called the preinstaller.  To use the preinstaller you need to log onto the Exchange server, even if you will be installing the software on another machine.  The preinstaller requires use of the Exchange Management Shell from an administrator account which can create accounts and assign Exchange permissions.

There is an excellent video tutorial on how to use the preinstaller at: Tutorials. The tutorial covers everything in this section of the guide, so you can continue with the rest of the guide after following the tutorial.

Using the preinstaller typically saves about 20 minutes of configuration time.  The preinstaller handles the following tasks for Exchange 2007, Exchange 2010, and Exchange 2013:

Verification of Exchange version, Service Pack and Update Rollup levels
Verification of CDO installation (and optional installation)
Creation of the Add2Exchange service account (optional)
Group membership for the service account
Assignment of mailbox rights
Assignment of public folder rights

Additionally, in an Exchange 2010 environment, the preinstaller handles the following Exchange 2010-specific limitations:

Throttling policy limit (for the service account only)
Address Book connection limit (for Exchange as a whole)

Service Account Creation

The preinstaller may be used to create the service account if one does not exist already.  If the service account already exists, the preinstaller may still be used to perform the rest of the configuration. See the usage section on how to do this.

For service account creation, the preinstaller requires the following information:

Account name
Password (and confirmation)
Organizational Unit
Mailbox Database

Account Name

The Add2Exchange service account may be created with any name, however we suggest using the default zAdd2Exchange name in order for you to be able to cut and paste command examples from the documentation.

The documentation assumes you are using this name and uses that name in all command examples. If you did not name nor want to name your service account the default, enter in the name of the service account here. If it has already been created, then select already created.

Password

The password must meet any complexity requirements dictated by your group policies. It is required to enter it twice to ensure it has been entered correctly.

Organizational Unit

The Active Directory organizational unit in which the service account will be created. The organizational unit may be any you desire within your Active Directory structure. It defaults to `Users`. While there is a difference between AD organizational units and regular containers (such as `Users`), the preinstaller will accept either type of container.

If you need assistance selecting a container, you may click the OUs button. Notepad will appear with a list of all accessible organizational units. You may cut and paste the desired container into the preinstaller and dismiss Notepad.

Note: The OUs button will only list AD organizational units, not regular containers. You may still use a regular container for service account creation, but you will need to get the container name from Active Directory.

If you are not creating a service account, the organization unit is not required.

Mailbox Database

The mailbox database in which the service account's mailbox will be created. The service account mailbox should be the one which houses the majority of the accounts that will participate in synchronization. On Exchange 2007, it defaults to Mailbox Database. On Exchange 2010/2013, there is no default database name, you must find the name of the database.

If you need assistance selecting a Mailbox Database, you may click the MDBs button. Notepad will appear with a list of all accessible mailbox databases. You may cut and paste the desired mailbox database into the preinstaller and dismiss Notepad, or find this in Active Directory, properties of the existing Service account, and Object.

Note: If you are not creating an Add2Exchange Service account, the mailbox database is not required.

Group Membership

The preinstaller will add the Service account to the following AD groups (in addition to the default Users group):

Exchange View-Only Administrators
Exchange public Folder Management
Administrators (not *Domain Administrators*)

Note: These group names vary slightly between Exchange 2007, Exchange 2010, and Exchange 2013.

Mailbox Rights

The service account requires special privileges over the mailbox databases in your organization. The preinstaller will configure these permissions on all available mailbox databases.

These rights will be created over all existing mailbox databases; however, whenever a new mailbox database is created, it will not have these rights by default. If you want to synchronize to mailboxes in a new mailbox database, you will either need to run the preinstaller again or add the rights to the new mailbox database manually.

Note: If you need control over which mailbox databases receive the permissions, you will need to manually assign them. At the time of this writing, there are no instructions for doing so.

Public Folder Rights

The service account requires ownership rights (including all individual capabilities of such role) over any public folders involved in synchronization. The preinstaller will assign these rights over all public folders; however, whenever a new public folder is created, it will not have these rights by default. If you want to synchronize with a new public folder, you will either need to run the preinstaller again or add the rights to the new public folder manually.

Note: If you need control over which mailbox databases receive the permissions, you will need to manually assign them. At the time of this writing, there are no instructions for doing so.

Exchange 2010/2013 Throttling Policy

Exchange 2010/2013 limits the rate at which a client such as Add2Exchange can communicate with it. This configuration allows Add2Exchange to communicate at an acceptable rate.

This configuration only affects the Add2Exchange service account.

Exchange 2010/2013 Address Book Connections

Exchange 2010/2013 limits the number of Address Book Connections an application can have open at a time. This configuration allows Add2Exchange to have a large number of (essentially unlimited) Address Book Connections open.

This configuration is global to Exchange, meaning it lifts the restriction on all clients.

Usage

Note: We recommend you use the suggested zAdd2Exchange account name so you can cut and paste command examples.

1.Download the appropriate Add2Exchange installation package as described in the installation guide.
2.Unzip the installation package.
3.Run the preinstaller.exe self-extracting package.
4.Navigate to the preinstaller folder.
5.Run preinstaller.exe

If you are not creating the service account:

1.Check the Account Exists checkbox.
2.Ignore the OU and Mailbox database fields.
3.Click OK.
4.Wait for the configuration to finish.
5.Click Exit.

Otherwise:

1.If you are not using the suggested zAdd2Exchange account name, enter the name of a new account.
2.Enter the password twice to confirm it.
3.Select the organization unit in which the account will be created.  If you need assistance selecting the OU, you can click the OUs button for a list of OUs. You can cut and paste the desired OU into the preinstaller.
4.Select the mailbox database in which the account's mailbox will be created.  The mailbox database should be one containing most of the mailboxes participating in synchronization. If you need assistance selecting the MDB, you can click the MDBs button for a list of MDBs. You can cut and paste the desired MDB into the preinstaller.
5.Click OK.
6.Wait for the configuration to finish.
7.Click Exit.

Errors

If you encounter errors along the way, visit the DidItBetter Installation Support Forum.

Post your issue, your configuration and the contents of the file preinstaller.log, which can be found in the folder with the preinstaller.exe.

Due to the way the Exchange Management Shell commands operate, some errors in the preinstaller log file are normal.

Exchange 2013 Logon Error

If when opening the Add2Exchange Console you get a fail to log in, there are several causes:

Incorrect password
Incorrect format of service account:  Must be SMTP email address such as zAdd2Exchange@domain.com
Server name should be netbios name or name of exchange server dag or cluster

 

In some environments a new DNS entry must be made for internal autodiscover to resolve this.  Autodiscover may be set up external and Errors such as these in the Add2Exchange Event log will manifest:

 

Domain/autodiscover/autodiscover.xml: ERROR_WINHTTP_NAME_NOT_RESOLVED (MAPI_E_CALL_FAILED)

 

To resolve this failure to log in for 2013, you must add a new Host A record entry in DNS  in the forward lookup zone which points your external www-mail hostname to the internal IP address of the server or load balancer.

 

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