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TANDBERG CONFERENCING EXTENSIONS - ADMINISTRATOR GUIDE FOR MICROSOFT EXCHANGE Administrator's Manual

Summary of CONFERENCING EXTENSIONS - ADMINISTRATOR GUIDE FOR MICROSOFT EXCHANGE

  • Page 1

    Conferencing extensions for microsoft exchange administrator guide d14197 05 november 2010

  • Page 2: Contents

    Cisco tmsxe administrator guide page 2 of 61 contents contents .............................................................................................................................. 2 introduction ..................................................................................................

  • Page 3

    Cisco tmsxe administrator guide page 3 of 61 appendix a. Creating the organization forms library in exchange server 2007 ... 47 relevant microsoft articles: ............................................................................................................ 47 setting up an organizational fo...

  • Page 4: Introduction

    Cisco tmsxe administrator guide page 4 of 61 introduction cisco telepresence management suite extension for microsoft exchange (cisco tmsxe) is an optional add-on to the cisco telepresence management suite (cisco tms) that allows you to fully integrate the scheduling functionality of cisco tms with ...

  • Page 5: Requirements

    Cisco tmsxe administrator guide page 5 of 61 requirements server requirements the installation requirements vary based on if you are installing on an exchange 2003 or 2007 server. The requirements assume you are installing on an operational exchange server and all microsoft requirements for exchange...

  • Page 6

    Cisco tmsxe administrator guide page 6 of 61 client requirements microsoft outlook 2002 latest service pack recommended microsoft outlook 2003 w/service pack 1 or later latest service pack recommended microsoft outlook 2007 latest service pack recommended outlook web access requires using the asynch...

  • Page 7: Installation And Upgrades

    Cisco tmsxe administrator guide page 7 of 61 installation and upgrades completing the installation of cisco tmsxe requires completing all the sections in this chapter. Each section must be reviewed for both upgrades and new installations. Upgrading from a previous installation a. If you are running ...

  • Page 8

    Cisco tmsxe administrator guide page 8 of 61 note: the service account used must be allowed to have the log on as batch job permission in the local security policy. Ensure there are no group policies that would override the configuration of this permission. Installer finds an existing account if a s...

  • Page 9

    Cisco tmsxe administrator guide page 9 of 61 creating a new service account (recommended) 1. Select i want the installer to create the account and click next 2. Specify the ou where the account should be created. Click the browse button to locate which organizational unit the account should be place...

  • Page 10

    Cisco tmsxe administrator guide page 10 of 61 i. Enter the network address to the cisco tms server, along with a set of user credentials that has the appropriate administrator permissions on the cisco tms server as outlined in the start of this section. The use https checkbox can only be used if you...

  • Page 11

    Cisco tmsxe administrator guide page 11 of 61 existing resources or equipment accounts used for scheduling the configuration utility can automatically create new active directory accounts and mailboxes as part of the setup process for enabling cisco tms systems in exchange. If you have existing exch...

  • Page 12

    Cisco tmsxe administrator guide page 12 of 61 the initial screen displayed shows an overview of systems found in cisco tms and any linked accounts in exchange. The left hand column represents all endpoints, rooms, and recording devices found in the configured cisco tms server. The right hand column ...

  • Page 13

    Cisco tmsxe administrator guide page 13 of 61 a new window appears which walks you through the active directory configuration for each selected system. For each selected system, this dialog walks you through creating a new active directory account and mailbox or associating the system with an existi...

  • Page 14

    Cisco tmsxe administrator guide page 14 of 61 select the account options for each system as follows. 1. Use the next/previous buttons to select the desired system. Alternative a alternative b to create a new account for the system: to use an existing account ensure create an ad account… is selected....

  • Page 15

    Cisco tmsxe administrator guide page 15 of 61 if one or more of the systems imported were associated with existing accounts, you will be asked if existing meetings events from the accounts’ calendars should be imported into cisco tms. This ensures the resources’ calendars and cisco tms are in synch....

  • Page 16

    Cisco tmsxe administrator guide page 16 of 61 will properly reject new meeting requests that would conflict even if the free/busy and resource calendars are not up to date yet. Administrators should continue to the next section to complete the setup of their permissions and controls they want in pla...

  • Page 17

    Cisco tmsxe administrator guide page 17 of 61 managing resource scheduling— http://technet.Microsoft.Com/en-us/library/aa996338.Aspx set-mailboxcalendarsettings— http://technet.Microsoft.Com/en-us/library/aa996340.Aspx optional—deploying the tandberg form cisco tmsxe includes a custom appointment fo...

  • Page 18

    Cisco tmsxe administrator guide page 18 of 61 exchange server 2003 only environments be sure you are logged to the exchange server with full exchange administrator rights. 1. Open the exchange system manager. 2. Go to administrative groups and then select the group containing the exchange server on ...

  • Page 19

    Cisco tmsxe administrator guide page 19 of 61 8. In order to publish the tandberg form in the organizational forms library, an outlook user needs to be granted “owner” permissions to the organizational forms library. This is done by right-clicking on the created folder and selecting properties. In t...

  • Page 20

    Cisco tmsxe administrator guide page 20 of 61 9. Click the client permission button and a pop-up window appears. It is recommended only to give one single end user the owner permission (preferably an administrator), and use this user for publishing the form. Users you wish to have access to the form...

  • Page 21

    Cisco tmsxe administrator guide page 21 of 61 3. Locate the oft file on the computer, and double-click it to open it. It will open a form in outlook that looks like the standard appointment form except there is an extra tab labeled tandberg if you get a warning saying the custom form could not be op...

  • Page 22

    Cisco tmsxe administrator guide page 22 of 61 4. Select from the menu bar, tools > forms > publish forms as... As shown in the picture. 5. In the new window, change the look in dropdown menu to organizational forms library 6. Enter names in the two fields exactly as described below (case sensitive):...

  • Page 23

    Cisco tmsxe administrator guide page 23 of 61 configuring clients to use the form publishing the form makes it available to users, but does not automatically force their outlook client to use the form. Configuring outlook to use the form is a one-time client configuration that can be done by each us...

  • Page 24

    Cisco tmsxe administrator guide page 24 of 61 uninstalling or repairing the installation uninstalling to uninstall the product: 1. Select uninstall from the product’s group in the start menu on the exchange server or use add/remove programs from the control panel of the server. 2. Confirm that you w...

  • Page 25

    Cisco tmsxe administrator guide page 25 of 61 upgrading the cisco tmsxe product version 2 and onwards supersedes the previous tandberg microsoft exchange integration product. Cisco tmsxe can also be used as an upgrade for existing exchange 2003 installations. There are some differences in how the ci...

  • Page 26

    Cisco tmsxe administrator guide page 26 of 61 note the following details regarding the installer and initial configuration: your previously configured resources accounts will appear in the right column as integrated with exchange automatically and require no further configuration. The installer will...

  • Page 27

    Cisco tmsxe administrator guide page 27 of 61 note: cisco recommends against using the option to “remove all users, groups, and settings” during uninstall when performing an upgrade. If choosing to use this option, cisco recommends waiting 24 hours before attempting to perform the cisco tmsxe instal...

  • Page 28

    Cisco tmsxe administrator guide page 28 of 61 configuration tool changes the view and layout of the configuration tool has changed compared to the previous product, but the fundamentals concepts required to add/remove/test resource accounts have not changed. The following changes are noteworthy: the...

  • Page 29: Software Reference Guide

    Cisco tmsxe administrator guide page 29 of 61 software reference guide configuration tool reference this section will provide details on each of the features and uses of the configuration utility. The configuration utility can be found in the start menu under tandberg > tandberg conferencing extensi...

  • Page 30

    Cisco tmsxe administrator guide page 30 of 61 left column the left column displays all systems read from the configured cisco tms server that the cisco tms service account has access to. Endpoints, rooms, and recording devices are listed – other system types are not available for integration with ex...

  • Page 31

    Cisco tmsxe administrator guide page 31 of 61 action description user permissions mailbox and calendar of the selected account. Also sets the sinks on the account. Used for repairing a damaged account or other troubleshooting. Reconfigure account(s) from tms used to fetch updated data from cisco tms...

  • Page 32

    Cisco tmsxe administrator guide page 32 of 61 to process new changes each time. Clicking restart synchronizer will reset the integration’s start point in that transaction history and begin processing all scheduling changes in cisco tms from the beginning. Restarting the synchronizer is not needed in...

  • Page 33

    Cisco tmsxe administrator guide page 33 of 61 fields, enter the new values and click the apply button and the new values will automatically be tested. Each field is described below. Field description user name the username used by the integration to log into cisco tms. The installation created a loc...

  • Page 34

    Cisco tmsxe administrator guide page 34 of 61 note: these values are the defaults for accounts to be created. Changes here do not automatically affect accounts that have been created previously mailbox type for new resources (exchange server 2007 only) controls the account type used for new accounts...

  • Page 35

    Cisco tmsxe administrator guide page 35 of 61 use direct resource booking. Users who are members of the editor group will be able to book the resource and also able to edit meetings in the resource’s calendars that were created by other users. In exchange 2007 installations, these groups are empty b...

  • Page 36

    Cisco tmsxe administrator guide page 36 of 61 previous/next button to switch between systems. The current system being configured is displayed in the top left. The dialog allows you to choose an option for each selected system individually. When multiple systems were selected, the ok button will be ...

  • Page 37

    Cisco tmsxe administrator guide page 37 of 61 note: the password for resource accounts is not needed by users or in normal use. It is only for administrators that may wish to log into the account/mailbox directly. The resource account passwords can be changed using standard ad tools afterwards witho...

  • Page 38

    Cisco tmsxe administrator guide page 38 of 61 3. When the mailbox opens, select from the menu tools > options..

  • Page 39

    Cisco tmsxe administrator guide page 39 of 61 4. In the preferences tab, click the calendar options button. 5. In calendar options, click the resource scheduling button. 6. Mark the checkbox for automatically accept meeting request and process cancellations and click ok 7. If you are prompted about ...

  • Page 40

    Cisco tmsxe administrator guide page 40 of 61 cisco tmsxe logging features the cisco tmsxe product has logging features to assist with troubleshooting of the installation and operation if required. The directory for these log files is configured in the configuration utility and by default is a sub-f...

  • Page 41

    Cisco tmsxe administrator guide page 41 of 61 value meaning -2 off -1 errors only 0 errors and info (default) 1023 full debugging logmode the logmode value defines where the information for a particular component is logged to. Logging can be to file or to outputdebugstring. When logging to outputdeb...

  • Page 42

    Cisco tmsxe administrator guide page 42 of 61 resolving custom attribute conflicts the cisco tmsxe integration relies on being able to set/read a custom attribute 1 in the mailboxes used for its exchange service account and the resource accounts integrated with cisco tms. In some customer installati...

  • Page 43

    Cisco tmsxe administrator guide page 43 of 61 system/room. These two representations must be kept in synch to allow users in either environment to use them interchangeably. Because cisco tms understands more about the resources, and adds additional checks before allowing a meeting to be created, cis...

  • Page 44

    Cisco tmsxe administrator guide page 44 of 61 creates two security groups which are used to assign calendar permissions (only created in exchange 2003 installations) a role-restricted com+ application is created on the exchange server which runs as the tms- service service account an installation fo...

  • Page 45

    Cisco tmsxe administrator guide page 45 of 61 administrator can decide which is best for their organization. In exchange 2003 installations, administrators may choose which booking model to use. In exchange 2007 installations, microsoft has moved away from the direct resource booking model and there...

  • Page 46

    Cisco tmsxe administrator guide page 46 of 61 using direct resource booking in exchange 2007 it is possible to use direct resource booking with exchange 2007 but it is not the recommended scenario and functionality is reduced compared to exchange 2003. This manual is not written to describe the comb...

  • Page 47: Appendix A.

    Cisco tmsxe administrator guide page 47 of 61 appendix a. Creating the organization forms library in exchange server 2007 during the installation of the first exchange server 2007 as a new organization, the setup prompted the user with ‘do you have any client computers running outlook 2003 and earli...

  • Page 48

    Cisco tmsxe administrator guide page 48 of 61 3. Using the exchange management shell, create a new public folder named tandberg form under eforms registry for the organizational forms library. Example: new-publicfolder –path “on_ipm_subtree\eforms registry” –name “tandberg form” later steps requir...

  • Page 49

    Cisco tmsxe administrator guide page 49 of 61 10. In the center panel, scroll through the list and find the entry starting with pr_url_name and select it 11. From the property pane menu, select modify extra properties and a new extra properties window will appear. 12. Click the add button and the pr...

  • Page 50: Appendix B.

    Cisco tmsxe administrator guide page 50 of 61 appendix b. Using cisco tmsxe with redundant cisco tms servers if your cisco tms installation includes multiple cisco tms front-end servers in a redundant or fail- over scenario, some additional care must be taken when installing and configuring the cisc...

  • Page 51: Appendix C.

    Cisco tmsxe administrator guide page 51 of 61 appendix c. Using cisco tmsxe with exchange 2007 clustering overview the cisco tmsxe integration product has been designed to be compatible with a clustered mail server created using the continuous cluster replication (ccr) model of exchange 2007. When a...

  • Page 52

    Cisco tmsxe administrator guide page 52 of 61 cluster permissions tab, click add and select your tms-service account. Grant the tms-service account full control. Click ok to save the changes. 4. Install on the active node – you will perform the complete installation of cisco tmsxe on the active node...

  • Page 53

    Cisco tmsxe administrator guide page 53 of 61 utility can not update the password in active directory for the service user, only the locally stored value. Most of the configuration elements of the cisco tmsxe installation shown on the configuration and resource defaults tabs are stored locally on ea...

  • Page 54: Appendix D.

    Cisco tmsxe administrator guide page 54 of 61 appendix d. Using cisco tmsxe with separate admin roles cisco tmsxe normally requires the installing and operating user be a local domain administrator and an exchange full administrator (or exchange recipient administrator for exchange 2007 installs). I...

  • Page 55

    Cisco tmsxe administrator guide page 55 of 61 b. Exchange 2007 – using exchange management console, open the properties of the mailbox, on the general tab, click custom attributes and edit the value of extensionattribute1 to be ‘tms-service’. 5. The ad-admin or exchange-admin must make the tms-servi...

  • Page 56

    Cisco tmsxe administrator guide page 56 of 61 appears, change the applies to drop-down to this object only and add the send as and receive as security permissions in the allow column. Click ok and ok again to close the advanced security window. B. Exchange 2007 – use the exchange management shell to...

  • Page 57

    Cisco tmsxe administrator guide page 57 of 61 and ensure the groups are set in the resource calendar permissions section. If not, use the browse button to select the existing group for each setting. Switch back to the operations tab when complete to continue the accounts that were pre-staged will ap...

  • Page 58

    Cisco tmsxe administrator guide page 58 of 61 to remove an account from the integration without removing it from exchange-only booking, do the following: 1. Using the configuration utility, have the exchange-admin use the disable sinks action in the operations tab 2. Using ad users and computers, ha...

  • Page 59

    Cisco tmsxe administrator guide page 59 of 61 checking for updates and getting help cisco recommends registering your product at http://www.Tandberg.Com/video-conferencing- services.Jsp in order to receive notifications about the latest software and security updates. New feature and maintenance rele...

  • Page 60

    Cisco tmsxe administrator guide page 60 of 61 references and related documents the following table lists documents and web sites referenced in this document. All product documentation can be found on our web site . Name document reference conferencing extensions for microsoft exchange user guide d14...

  • Page 61

    Cisco tmsxe administrator guide page 61 of 61 the specifications and information regarding the products in this manual are subject to change without notice. All statements, information, and recommendations in this manual are believed to be accurate but are presented without warranty of any kind, exp...