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Install Add2Exchange

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If you are installing for the first time, follow these instructions.  If you are instead upgrading, go to the next section.

Where to Install?

You could install Add2Exchange on the Exchange Server, and often people do.  If you have another server, or virtual servers, the time to consider them is now.  Yes it can be moved, but it is kind of a pain to move it and to be smoothest, you will need some tools to do it better.  It is advisable to do a virtual machine or utility server install if possible with a fully patched 2008 Release 2: with no Outlook installed, not on a Terminal Server, or Citrix Server, and the utility server could be an aging Blackberry Server.

It is ideal to be installed on it's own server, with at least 4 gb memory single processor and 40 gigs of hard drive space with UAC (User Access or Account Control) off and rebooted.  This way we can manipulate the machine and optimize performance without regard to other constraints.  Again, normal installation is easy, you should have the Add2Exchange Service account as part of the local administrators of the machine you are installing it on and all the Exchange server(s) replicating to and from - even if it is Exchange replication.  The Preinstaller part of the install makes the user account if necessary and adds the account you specify as part of the local administrators group of the machine you are on automatically and the proper groups and memberships.

 

Windows Server 2008 and 2008 R2

See the System Requirements section for important information on Server 2008.

1.Log in as the Add2Exchange Service Account.  If you were previously logged in as Administrator to prepare for installing Add2Exchange, you may log off that session.

Conditional Step

If you are installing Add2Exchange on a system outside the United States, you will need to set the Regional and Language Options for the service account to US.  This is an account-specific setting and does not affect the rest of the system.

Go to Start > Control Panel > Regional and Language Options and choose English (United States) for Standards and formats.

Click to enlarge
Click to enlarge
2.Double-click the Add2Exchange zip file.

Add2Exchange Zip File Contents

Tip

If you are using Winzip or another Zip file tool, you can extract the MSI file to any directory first if you can't run the MSI directly from the Zip file.

3.Double-click the MSI file.

Add2Exchange Setup Wizard

4.Click Next >.

License Agreement

5.To agree to the license terms, select I agree and click Next >.

If you are a licensed user, this screen informs you of your upgrade assurance expiration date.  If your upgrade assurance has already expired, click Cancel and contact DidItBetter for a current version upgrade purchase.  Otherwise, click Next >.

Click Next >.

Installation Directory Selection

Note

Add2Exchange installs its own SQL Server 2005 Express instance.  The SQL Server executables can only be installed on the C: drive.

6.Verify that the drive on which you are installing Add2Exchange meets the minimum free space requirement outlined in the section System Requirements.  If necessary, change the folder specification.
7.Click Next >.

Confirmation Dialog

 

8.Click Next >  and it will begin installing like the picture below.

Service Login Password Prompt

Note

If the installation process appears stuck, sometimes the Password Prompt dialog has appeared behind one of the other windows.  Move the other windows to see if this has happened.

Tip

The Add2Exchange Service uses the Service Account logon.  If you change the password on this account, be sure to change the logon credentials for it as detailed in the section Changing the Service Account Password.

Tip: Issue: During the installation, the program asks for the service account login and password to start the Add2Exchange Service.  In the picture below, the setting states domain\system instead of domain\zadd2exchangeservice account.

Again, it should be installed and started as the domain/zadd2exchange service account.

This means that UAC is still on and not rebooted, or if newer versions of windows, must edit and change this key: http://www.petri.co.il/disable_uac_in_windows_vista.htm

Resolution: Stop the install or uninstall if it was successful.  Change the key then reboot and reinstall.

9. Enter the Service Account password twice and click OK.

Exchange Server Selection Dialog

Note

If your Exchange Server does not appear in the list, you can type its NetBIOS name in the text box at the bottom of the dialog instead.

10. Select your Exchange Server and click Accept or type the name of the Microsoft Exchange Server (NetBios Name - ex. Cassary) or the Microsoft Exchange Cluster Name to be used for synchronization.
11. Confirm you have selected or entered the correct NetBIOS Server name for your Exchange Server and click Accept.

SQL Server Selection Dialog

12. If you are installing Add2Exchange on this box, and the SQL instance on this box select button Install Here.  This will create a local instance of SQL.

Note: On the remote SQL server, you must add the login credentials to the Add2Exchange Service account, prior to pressing Accept.

If you are using an external SQL server, select it from the list and click Accept.

 

Note: (Only for Add2Exchange Enterprise Edition) - If you do not pick Install Here, and would rather add the Service Account user to a remote SQL rather than the local SQL, please follow these instructions, otherwise skip down to step 13:

a) Log onto the SQL server machine with a SQL administrative account.

 

b) Start Microsoft SQL Server Management Studio.

 

c) Log into SQL Server with Management Studio.

 

d) Expand the Security folder in the Object Explorer tree.

 

e) Right-click the Logins folder and select New Login...

 

f) In the default General tab, for Login name either enter the name of the service account (usually zadd2exchange) or click Search and find the service account from your Active Directory.

 

g) Leave the rest of the options as default.

 

 

h) Click Server Roles from the Object Explorer.

 

i) Select dbcreator.

 

 

j) Click OK.

 

Your SQL Server is now configured to allow the service account to complete the Add2Exchange installation.

Important

If the Service Account name is administrator, you are installing under the wrong account and Add2Exchange will prevent the install from going further.  You must install Add2Exchange under a separate Service Account.

 

 

13. Click Close.

Console Desktop Icon

 

14. Double-click the Add2Exchange Console icon.

Be Aware

If this is an upgrade from a previous 12.6 installation, the SQL Server Express installation will be skipped.  Continue with the instructions at the beginning of the next stage.

SQL Server Express Component Update Dialog

 

TIP: If SQL fails to install, with the following error, do a Microsoft update and reboot before proceeding.

 

 

Also, SQL requires the newer Microsoft Installer to continue.

 

If you cannot load SQL after opening up the Add2Exchange Console and are receiving the error Message "SQL failed to install because the machine is missing the appropriate requirements," then you need to download the Windows Installer 4.5 Redistributable found here: http://www.microsoft.com/en-us/download/details.aspx?id=8483

 

15. Let the SQL Server Express Component Update dialog complete and click Next >.

SQL Server Express Installation Progress Dialog

 

You will see the installation of the various SQL Server Express components progress.  This may take several minutes.  Please watch this phase because occasionally the install will require a reboot and the screen continues without prompting.   It is on this screen you should monitor progress closely.

SQL Server Express Installation Completion Dialog

16. Click OK.

The Add2Exchange Console will now open and you can begin configuring relationships.

Congratulations! Add2Exchange has successfully been installed!

If this is an upgrade of Add2Exchange v3x or earlier follow these additional upgrading processes.

If this is a first time install, follow the Post-Install steps.  If this is a existing 4x or later upgrade, then continue into the Add2Exchange Console.

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