Cycos Cycos ERGO mrs 5.0 User manual

MRS and Exchange 2000
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Copyright  1992-2002 CYCOS AG
Joseph-von-Fraunhofer-Str. 7, D–52477 Alsdorf
Tel.: [phone]
Fax: [phone]
020523
The range of functions described in this documentation were accurate at the time of this manuals printing. The manufac-
turer reserves the right to make technical and functional changes as well as extensions and reductions without prior no-
tification. No liability is assumed for any discrepancies contained within this manual.
Protocols pertaining to devices connected to the system are based on norms or extensions as required by marketing de-
mands. Individual manufacturer protocols have been tested, but no liability is assumed for error free performance in the
variouspossible system configurations.Furthermore,manufacturers protocols are subject tochange without notice. Like-
wise, possible subsequent licensing conflicts could occur in regards to support of these protocols. For this reason, even
if depicted in this documentation, manufacturer specific protocols can only be offered after agreementwith the individual
customer.
The information contained within this documentation is continuously being further developed and improved, and is sub-
jectto change without prior notice. No partof this documentation may be reproduced in any form, by any means without
the prior written permission of CYCOS AG, Alsdorf, Germany.
mrs, CY-FAX, CY-CALL and CY-COS are registered trademarks of Cycos AG.
All other company names, brand names and product names are the property and/or trademarks of their respective com-
panies.
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MRS and Exchange 2000
Table of Contents
5
Table of Contents
1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.1 Exchange 2000 Access Protocol Layer (E2k APL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.2 Exchange True Unified Messaging APL (ExUm APL) . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.3 LDAP APL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.4 Advanced Unified Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.5 MRS-Exchange Gateway Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.6 Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.6.1 Addressing from MRS to Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.6.2 Addressing from Exchange to MRS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2 Microsoft Exchange 2000 Gateway (Exch APL) Installation. . . . . . . . . . . . . . . . . 17
2.1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
2.2 Basic Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2.3 Generals on the E2k APL and ExUM APL Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.4 Software Installation of the LDAP APL and the Exchange Connectors . . . . . . . . . . . . . 21
2.4.1 Installation Start. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2.4.1.1 General Setup Operating Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2.4.2 LADP APL Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
2.4.3 Exchange 2000 Gateway Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
2.4.4 Installation of the MS Exchange True Unified Messaging Connector (ExUM APL). 29
2.4.5 Error Analysis During the Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
2.4.6 Adding an Active Directory Address Type Object . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2.4.7 Adding the MRS Address Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
2.5 The “MRS MMC Exchange SnapIns” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
2.5.1 “MRS MMC Exchange SnapIns” Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
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3 Outlook/Exchange Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
3.1 Outlook Extensions Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
3.2 MRS Message Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
CTI Message Classes:. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Data Message Classes: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Administration Message Classes: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
3.2.1 Requirements for the Installation of the new Message Icons. . . . . . . . . . . . . . . . . .45
3.2.1.1 Generating the Organization Forms Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . .46
3.2.1.2 Starting the Installation Routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
3.2.1.3 User Defined Installation by Editing the ExtInst.ini . . . . . . . . . . . . . . . . . . . . . .53
3.2.1.4 Subsequent Icon Forms Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
3.2.1.5 Deinstalling Message Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
3.2.2 Outlook Message Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
3.2.2.1 Generals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
3.2.2.2 Installation of the Client/Server Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
3.2.2.3 Starting the Installation Routine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
3.2.2.4 Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
3.2.2.5 User Defined Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
3.2.2.6 Subsequent Message Forms Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
3.2.3 Unattended Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
3.2.3.1 Requirements and Remarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
3.2.3.2 Starting the Client Attended Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
3.2.3.3 User Defined Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
3.3 Fax Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
3.3.1 General Remarks on the Fax Extension Installation . . . . . . . . . . . . . . . . . . . . . . . .66
3.3.2 Fax Extension Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
3.4 CTI Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
3.4.1 General Remarks on the CTI Extension Installation. . . . . . . . . . . . . . . . . . . . . . . . .69
3.4.2 Installing the CTI Extension . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
3.5 CTI Extension Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
3.5.1 Voice/CTI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Dialer Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Voice Message Playback and Call Initiation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
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3.5.2 Advanced Settings for CTI Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
3.5.2.1 General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
3.5.2.2 Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
3.5.2.3 Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
3.5.2.4 Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
3.6 Deinstalling Outlook Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
4 LDAP APL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.1 Generals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.1.1 Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.1.2 LDAP (Lightweight Directory Access Protocol) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
4.1.2.1 LDAP and Interoperability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
4.1.3 Active Directory and Exchange 2000 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
4.1.4 Active Directory and MRS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
4.2 LDAP APL Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
4.2.1 Installation via MRS Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
4.2.2 Manual Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
4.3 LDAP Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
4.3.1 The “Login”Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
4.3.2 The “Search”Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
4.3.3 The “Attributes”Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Extending MRS Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
4.3.4 The “Expert”Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
4.4 Monitoring the LDAP APL Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
4.5 LDAP APL Deinstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
5 Exchange Gateway Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
5.1 General. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
5.2 Exchange User Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
5.2.1 MRS Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
MRS Replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
CTI Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
MRS User Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
5.2.2 Inbound Routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
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5.3 Exchange Connector Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
5.3.1 “Options”Tab Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Address Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Postmaster Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Display Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
Message Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
Inbound Routing Recipient Container . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
CTI Standard…. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
5.3.2 Configurations in the “Inbox Settings”Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
5.4 Migration from Exchange 5.5 to Exchange 2000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129
5.5 Exchange Maintenance Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
6 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
6.1 MRS Service Provider (MSP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135
6.1.1 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135
User Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Editing a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138
6.2 MRS Service Provider and TCP/IP APL on one Computer. . . . . . . . . . . . . . . . . . . . . .139
6.3 Complete Directory of Registry Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
6.3.1 HKLM\SOFTWARE\PP-COM\.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
6.3.2 HKLM\SOFTWARE\Cycos AG \OutlookExtensions . . . . . . . . . . . . . . . . . . . . . . . .151
6.3.3 HKLM\SOFTWARE\MICROSOFT\OFFICE\OUTLOOK\ADDINS. . . . . . . . . . . . . .152
6.3.4 HKLM\SOFTWARE\MICROSOFT\Exchange\Client\MRSCtiExt . . . . . . . . . . . . . .153
6.3.5 HKLM\SYSTEM\CURRENT.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
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MRS and Exchange 2000
Introduction
9
1Introduction
To use the extended MRS Server message functions (fax, SMS, CTI etc.) under
Windows 2000 (Win2k) in Exchange 2000 Server environments, various additional
components, depending on the desired messaging application, are required. Thus both
systems are coupled via a gateway (E2k APL, Exchange 2000 Access Protocol Layer),
specially adjusted to the above system scenario. It provides the functions required for
“Store and Forward”operation. User data replication occurs via the LDAP APL, man-
datory for the cooperation with Exchange 2000 (because of the central user adminis-
tration via Active Directory). True Unified Messaging requires an additional connec-
tor, the ExUM APL, which, as transaction interface, enables direct access to the Ex-
change server´s data store. In this way, e-mails sent in Exchange can be directly
retrieved via a telephone interface without replication to the MRS Server
Function, installation and configuration of these components (E2K APL, LDAP APL
and ExUM APL) is the subject of this manual.
Please note: The introduction of MRS 5.0 changes the installation and access concept
for the Exchange APLs with new installations. From now on, Exchange APLs will al-
ways be installed on the computer where the MRS Server runs and, similar to Lotus
Notes, access the Exchange Server as mail client. The thus improved connection of the
MRS Server to the Exchange APLs increases stability as disruptions in the network re-
main without influence. Furthermore, installation and maintenance access are simpli-
fied.
From the MRS Kernel´s point of view, APLs ((Access Protocol Layer) provide proto-
cols for sending documents to Exchange users and transmitting address information.
Thus all additional MRS Server services are available to Exchange users (for example:
fax, SMS, CTI etc.).
1.1 Exchange 2000 Access Protocol Layer (E2k APL)
The new E2k APL has been specially conceived for Exchange 2000 Server and is rad-
ically different from the one required for Exchange Server 5.5 (because of the user ad-
ministration via the Windows 2000 Active Directory service introduced with Ex-
change 2000). Here the Exch APL is nothing but a software connector via which data
can be interchanged. The installation place is always freely selectable. This means that
you can either install the gateway on the MRS Server computer (recommended with
new installations) or on the computer where Exchange 2000 Server is operated (only
intended for update installations).
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MRS and Exchange 2000
Exchange True Unified Messaging APL (ExUm APL)
10
1.2 Exchange True Unified Messaging APL (ExUm APL)
True Unified Messaging enables direct access to the MS Exchange Server message
store. Thereby the required message can be directly forwarded to the telephone inter-
face from the Exchange data store via the MRS Server without replication to the MRS
Server so that messages need not be kept twice. The necessary query is realized by
transactions. Prerequisite is of course that the corresponding script is able to initiate
this TUM query, which applies to e.g. the ERGO and PhoneMail script by Siemens.
True Unified Messaging is realized via the ExUm APL connector. It is an add-on com-
ponent that must be installed additionally to the standard E2k APL if True Unified
Messaging is to be used.
1.3 LDAP APL
The LDAP APL is additionally required for address administration. It makes sure that
address data relevant to MRS and centrally maintenanced via the Windows 2000 Ac-
tive Directory can be replicated in both directions.
When the E2k APL is selected in Setup, the LDAP APL is automatically selected as
well and thus immediately integrated in the Setup process.
The LDAP APL is also installed on the MRS Server because of the then minimized
network data traffic.
A possibly required LDAP APL reinstallation for other directory services is also per-
formed via the user defined MRS Server Setup by solely selecting this component for
installation.
1.4 Advanced Unified Messaging
First we want to give a short description of what Advanced Unified Messaging actu-
ally is and in which evolutionary steps the MRS Server provides different functions
here so that you basically understand the various configuration options.
Unified Messaging means that you can access all messages via a uniform journal, no
matter which service delivers them. Thus for example viewing resp. playing fax, voice
messages or e-mails from within Microsoft Outlook. Of course Unified Messaging is
possible with the “Communications”MRS client, via telephone by means of modern
interactive voice response applications such as ERGO, via Microsoft Exchange, Lotus
Notes or SAP R/3 connections on the respective foreign systems.
The supplementation of Unified Messaging by the CTI functions that on the one hand
generate journal information on everything happening with the individual telephone
(for example missed calls due to the absence of the callee or failed calling attempts
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MRS and Exchange 2000
Advanced Unified Messaging
11
etc.), on the other hand enable operating the individual telephone via the client is
called Advanced Unified Messaging.
The next step is deduced via the following example:
A field worker retrieves his messages from the MRS Server via telephone. However,
without any further provisions only messages directly received via the MRS Server are
put out, thus no e-mails e.g. written by colleagues under Microsoft Exchange. In order
to make these also accessible via telephone, two methods are possible:
●Integrated Messaging: This first enables a replication of all messages of this
employee to the MRS Server so that twice the data amount is certainly generated
for this field worker but all e-mails can then immediately be queried per telephone
as well. Integrated Messaging is available for Lotus Notes and Microsoft
Exchange.
●True Unified Messaging: As an alternative you can also directly access the foreign
system´s data store and only request a message from there when it is retrieved via
telephone. Here we depend on the foreign system transmitting the message almost
in real time so that no waiting periods occur at the telephone. On grounds of con-
stant development this is possible with modern servers in most cases. This type of
access without permanent message replication is called True Unified Messaging. It
is also available for Lotus Notes and Microsoft Exchange. To use TUM, the corre-
sponding UM APL needs to be installed in each case as well (for Exchange 2000
the ExUM APL)
Integrated Messaging and True Unified Messaging can also be operated parallel. For
example Integrated Messaging (characteristic: data replication to the MRS Server) can
then be employed with slow servers for users that permanently need to access mes-
sages by means of the MRS Server. For all other users that only occasionally retrieve
messages and who are willing to wait a few seconds, True Unified Messaging (charac-
teristic: direct access to the foreign system´s data store) can be used.
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MRS and Exchange 2000
Advanced Unified Messaging
12
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MRS and Exchange 2000
MRS-Exchange Gateway Structure
13
1.5 MRS-Exchange Gateway Structure
●Setup Module
This module controls the installation, deinstallation and configuration of the MRS
Server portion of the MRS-Exchange Gateway. It is called by the MRS Server
Setup as well as by the MRS Monitor.
●Address Generation (Proxy)
Here MRS Server addressing deviating from Exchange 2000 Server is transformed
to addresses known to the Exchange 2000 Server and vice versa.
●Administration Extension
Extension of Microsoft Exchange administration settings. All required configura-
tions of the Exchange portion of the server can thus be performed from within
Exchange.
●Exchange Gateway Object
From the perspective of the Exchange 2000 Server, this is the actual gateway
object. It consists of a Microsoft information store which has as principal compo-
nent two folders (MTS-IN and MTS-OUT) at its disposal. Message Transfer Enve-
lopes, containing messages in a format recognized by the Exchange 2000 Server,
are interchanged via these interfaces. The MTS-IN folder contains all messages to
the Exchange 2000 Server and MTS-OUT those destined for the MRS system.
●MRS Send/Receive Interface
The actual interface to the MRS Server.
●MRS Service Interface
Basic functionality for the gateway to run as Windows 2000 service. This has the
following advantages:
●The gateway service can be automatically started by the service control man-
ager.
●The service is checked by the operating system.
●A separate Security Context can be assigned to the service.
The following illustration displays the modular structure of the MRS-Exchange Gate-
way:
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MRS and Exchange 2000
Addressing
14
1.6 Addressing
1.6.1 Addressing from MRS to Exchange
Microsoft Exchange 2000 Server administers internally all address data via a Distin-
guished Name according to X.500. Each installed connector provides one Proxy-DLL
for address mapping within the environment (MRS Server, SMTP, X.400, …) con-
nected by the connector. For user “Mayer”, with the Distinguished Name
/o=Sample Ltd /ou=Town /cn=recipients/cn=Mayer
the MRS Gateway would thus result in the address
NVS:EXCH/[email protected]
on the MRS portion of the server.
With incoming messages the assignment of a message to the user can already occur on
the MRS side of the server when the required information is contained in the database.
If for the Exchange user “Mayer”the Exchange gateway has been default set by means
of the “EXCH“entry in the ”PREFERRED“field of the MRS user database, MRS
routes the message to the above address. The Exchange gateway then internally gener-
ates the address
MRS:[email protected]
and reroutes the message further to the addressed user that has the entry “MAYER“in
the Exchange alias field, provided that on the MRS side of the server an extension
number for etc. is allocated for user “Mayer”, so that the MRS Server can assign in-
Exchange Gateway
Exchange Gateway
Send/Receive Interface
Object Address Setup Module
Administration
Service Interface
Extension
Proxy
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MRS and Exchange 2000
Addressing
15
coming documents to this user. This normally occurs through address book data repli-
cation so that fax number assignment is performed under Exchange.
Otherwise, with the corresponding routing rule, the fax is sent with the recipient ad-
dress
NVS:EXCH/FAXG3:01234567890
to the Exchange gateway so that the connector must try to assign user “Mayer”as re-
cipient by means of the fax number entered in the Exchange database.
1.6.2 Addressing from Exchange to MRS
From within Exchange each MRS address can be specified in the format:
[MRS:
1RGH! / 8VHU! ]
It is easier, however, to enter such an address in the address book with subsequent ad-
dressing via a “Display Name”. During the installation various services are so config-
ured that they can be selected when a new address is entered and only the correspond-
ing number needs to be specified.
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MRS and Exchange 2000
Addressing
16
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MRS and Exchange 2000
Microsoft Exchange 2000 Gateway (Exch APL) Installation
17
2 Microsoft Exchange 2000 Gateway (Exch APL)
Installation
2.1 Introduction
The installation of the Exchange 2000 APL (E2k APL), the gateway from the MRS
Server to Microsoft Exchange 2000 Server, is normally performed with the MRS
Server installation. It can be added at a later date as well (for example with a migration
from Exchange 5.5 to Exchange 2000). For this purpose simply call the user defined
MRS Setup and select the corresponding component(s) there.
The MRS Server and Exchange 2000 Server installation should always occur on sepa-
rate computers with the Exchange 2000 APL (the MRS-Exchange gateway) then al-
ways being installed on the computer where the MRS Server is just being installed or
already runs. Whether the two servers (MRS and Exchange) are in the same or in two
different domains is irrelevant in this process. In the latter case the corresponding ad-
ministrative privileges are required in both domains.
It is also possible to install Exchange 2000 Server and MRS on the same computer.
this means that the MRS Server with the Exchange 2000 APL is added to an existing
Exchange 2000 Server. However, we strongly advise against this installation variant.
At any rate we recommend to install the MRS Server and Exchange 2000 Server on
two computers since resources are utilized by a Microsoft Exchange 2000 Server to
such a high extent that simultaneous operation of the MRS Server on the same com-
puter system is not advisable. And there is the advantage that in case of a hardware
breakdown in one system the other one is not impaired in its function.
To use True Unified Messaging (TUM) the Exchange True Unified Messaging APL
(ExUM APL) must additionally be selected for installation in Setup so that this feature
is available.
The installation description refers to the case that the MRS Server and Microsoft Ex-
change 2000 Server are on two separate computers but in the same domain.
The version of both programs running on one PC is already included in this descrip-
tion as trivial solution.
The following installation instructions also apply to operating an environment where
both servers are in different domains. Merely make sure that for these domains the cor-
responding privileges exist.
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MRS and Exchange 2000
Basic Installation Requirements
18
2.2 Basic Installation Requirements
The gateway installation requires privileges as
●Exchange Service Account and as
●Domain Administrator.
In the following find a detailed description of the MRS-Exchange gateway installation
requirements:
●Microsoft Exchange 2000 Server must be installed in the network and active at the
time of the MRS-Exchange gateway installation.
●Make sure that with the installation of the Windows 2000 Server operating system
(on the computer where the Exchange 2000 server runs) the “Network News
Transfer Protocol (NNTP)”and the “Simple Mail Transfer Protocol (SMTP)”have
been installed. You can check on this by viewing the installed components (via
Start J Settings J Control Panel doubleclick the Add/Remove Programs icon and
subsequently enable the Add/Remove Windows Components button).
Otherwise reinstall the two protocols from the “Internet Information Services 5.0
(IIS)“directory.
●Since the IIS service and the Web Apl use the same port (80) per default, problems
may occur in this scenario. To avoid port conflicts caused by the additional use of
the Web Apl on the MRS Server, deactivate the World Wide Web Publishing Ser-
vice in the operating system (Windows 2000 Server) of the computer where the
MRS Server is installed. Stop this service and set the startup type to “Manual”.
Proceed as follows: call Settings
J Control Panel J Administrative Tools J Services.
Then select the “World Wide Web Publishing Service”by clicking it with the right
mousebutton. Subsequently call Properties from the context menu, and in the
“General”tab of the dialog open now choose “Manual”from the Startup type com-
bination field.
Note: Do not deinstall the IIS service under any circumstances since otherwise the
installation of the CDO (Collaboration Data Object), required for a correctly func-
tioning ExUm Apl, is damaged.
●On the computer where the E2k APL is to be installed, the Exchange System Man-
ager must be previously installed. Only then can the Connector SnapIn be regis-
tered there as well and the connector administered on this machine at a later date.
●So that the ExUM APLand the MRS-MMC SnapIns (required for performing the
MRS user settings in the Active Directory) can be installed, Outlook 2000 (SR1)
must have been previously installed with an arbitrary user profile and started once.
The start is to ensure that a valid user profile has been defined in Outlook. Installa-
tion of Outlook is also required to locate the Exchange Server in the network via
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MRS and Exchange 2000
Basic Installation Requirements
19
MAPI. Make sure that the “Collaboration Data Object (CDO)“was considered
with the Outlook 2000 installation. Otherwise it must be reinstalled from the MS
Office CD.
●The installing user must be a member of the local administrator group of the
Exchange Server and the computer where the MRS Server runs so that the respec-
tive service database can be accessed without restriction. This is important with
respect to installing and configuring the service.
●The account under which the Exchange 2000 APL service runs on the kernel com-
puter must have ”Full Administrative Privileges”on Exchange 2000 Server. These
privileges are required for starting and stopping the services.
●The installing person must have administrative privileges in the corresponding
domains as well as on the Exchange 2000 Server computer.
●Privileges on the Exchange 2000 Server
1. The user must have privileges on the “Full Exchange Admin”Exchange organi
zation so that unrestricted access to the Exchange specific part of the Active
Directory is possible to install and deinstall various objects (for example: con-
nector, address type, templates (provided these are still to be defined) etc.).
2. Beyond that, the “Send As”and “Receive As”privileges are required for all
mailbox stores that contain maiboxes relevant to inbox replication or that are
used for the E2k APL installation. Only then the connector is able open the
mailboxes of these mailbox stores and its own waiting loops (MTS-IN resp.
MTS-OUT). This access privilege is automatically set with the installation. If
privileges are to be set for several mailbox stores, this can also occur on a higher
directory level since these privileges are then bequeathed “downward”. Com-
pare Q264733 (Q264733 Microsoft Knowlegdebase with specification of the
item number).
Important: Bequeathed privileges are displayed in grey, explicitly set ones
appear in white. Explicitly set privileges overwrite the bequeathed ones and a
“Deny”over writes an “Allow”(provided both are explicit or bequeathed). Con-
sequently an explicitly set “Allow”overwrites a bequeathed “Deny”.
●Privileges for the user specified with the installation:
The specified user must have the following privileges on the E2k APL computer
(these privileges are set during the E2k APL):
1. “Logon as a service“, so that the E2kAPL can start as service with the specified
user at all.
2. “Act as part of the operating system“, so that the service can also work with
comparable privileges such as “LocalSystem“.
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MRS and Exchange 2000
Generals on the E2k APL and ExUM APL Installation
20
3. “Back up files and directories”. This privilege is required if the E2k APL writes
notifications in directories (see also Q188321).
4. “Restore files and directories”.
5. “Logon as batch job”: Required if with the “LogonUser”the
/2*21B/2*21B%$7&+ flag is used to inform the system that the process
must/ is to do without user interaction.
6. For the specified user (under who the E2k APL is to run at a later date) we gen-
erally recommend to grant the first four mentioned privileges. Compare also
Q185154, Q184205 as well as Q147701. The privileges required for MTA and
IS are listed there.
Note: Perform privilege assignment via the Security Policies. With Local Secu-
rity Policies the locally set and “effective”policies are displayed.
Important: Separate policies can be entered for domains and domain control-
lers. These policies overwrite, as the case may be, the locally defaulted ones.
After policy modification on domain level a restart of the corresponding com-
puters (domain controllers and E2k APL computers) may be required.
●Further notes on Exchange 2000 Server
1. If the connector delivery restrictions are used, please heed the Q277872 KB article.
2. The Exchange 2000 connector depends on the LDAPAPL since this APL cre-
ates the cn=Settings object in the MRS container.
2.3 Generals on the E2k APL and ExUM APL Installation
Prerequisite for the installation is, as already menioned above, an installed and execut-
able MS Exchange 2000 Server. If a new MRS Server is set up for connecting Ex-
change 2000, make sure that with the MS Exchange 2000 connector (E2k APL) instal-
lation the LDAP directory synchronization (LDAPAPL) is considered.
If True Unified Messaging is to be used as well, additionally select the MS Exchange
True Unified Messaging connector (ExUM APL) for installation. Select this compo-
nent (with the MRS Server installation) or with a reinstallation from the component
selection tree in the MRS Server Setup.
Attention: Before you install the ExUM APL, Outlook 2000 (SR1) must have been
previously installed with user profile and started once. This start is to make sure that a
valid user profile has been installed in Outlook.
Make sure that the “Collaboration Data Object (CDO)“was considered with the Out-
look installation. Otherwise it must be reinstalled from the MS Office CD.
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