Sun Java System Connector for Microsoft Outlook 7 2005Q1 Administration Guide |
Chapter 2
Configuring End-User PackagesIf the most recent version of the Administrator’s software is not yet installed on your computer, see the Sun Java System Connector for Microsoft Outlook Installation Guide. The Administrator’s software must be properly installed on your computer before you can run the Deployment Configuration Program.
Follow these instructions to create a single desktop installation package for a single user, or for a particular group of users who will all install and configure the Connector for Microsoft Outlook in the same way. To create multiple desktop installation packages with a variety of configuration settings for different groups of users, simply repeat this procedure for each package you want to create.
To create an end-user desktop installation package:
- Locate and launch (double-click) the file Admin.exe, in C:\Program Files\Sun\Deployment Configuration Program\, or from a desktop shortcut icon or from the Start program menu.
The Deployment Configuration Program then opens its Configuration Window on your desktop, as shown in Figure 2-1.
Figure 2-1 Deployment Configuration Program: Configuration Window
The Configuration Window contains:
- nine tabbed panels where you will enter the information to characterize an end user’s configuration of the Sun Java System Connector (described separately below).
- a Help button, which opens a separate window of information about the entry options available on the currently displayed panel.
- three menus: File, Tools and Help.
The File Menu offers several standard, familiar Windows features for file management: New, Open..., Save, Save As..., Print Setup..., Print..., and Exit.
The Help Menu offers context-sensitive access to the online Help system that accompanies this Deployment Configuration Program.
- Complete the information in the nine tabbed panels, as described separately (per tab) below. Click on each tab to display the associated panel.
If you begin creating an installation package but then decide to finish it at a later time, you may File > Save a partially completed package, and then File > Open... it later to resume and complete your work.
- When you have entered all of the information requested in all nine tabbed panels, select File > Save to save your configuration choices in an .ini file and create a new installation package. Your Save command activates a standard, familiar Windows Save dialog box.
- In the dialog box: Enter an appropriate path and filename for the .ini file and .exe file, and click the Save button.
The Save command actually creates two new files: the .ini file, which is saved to whatever folder you designate in the Save dialog box, and an .exe file (the bundled installation package, including a copy of the .ini file), which is saved by default to C:\Program Files\Sun\Deployment Configuration Program\Packages. Both the .ini and .exe files carry whatever filename you designate in the Save dialog box.
If the program reports a Logon failure or “Could not locate...” a necessary resource while it is running. If you know that the resource exists in the location you have specified, then the administrator account you are using to run this Deployment Configuration Program is not authenticated to the file server where the resource resides. Make sure that you are logged in to the locations of all such resources and then run the Deployment Configuration Program again.
Processes TabThe Processes tabbed panel is shown in Figure 2-2.
Figure 2-2 Deployment Configuration Program: Processes Tab
User mode
These two options, Silent installation vs. Interactive, are mutually exclusive:
Silent: The user program will install and configure the user’s software, and convert the existing default Exchange user profile and existing Personal Folders (.pst) files, without any user involvement whatsoever, according to the administrator’s pre-set parameters for this process (as set in this and the other tabs in this Deployment Configuration Program).
Interactive: The user program will present the user with at least some choices for the installation, configuration and conversion processes. The extent of user involvement will be as determined by the administrator (as set in this and the other tabs in this Deployment Configuration Program).
Processes to include in this configuration
The installation of these software components to user desktops will require access privileges that often are disallowed to many or most end users. If your network serves “locked-down” Windows environments where end users cannot install software, we strongly recommend a “push” method for software distribution from the system administrator to user desktops that bypasses the requirement for user access privileges. This “push” method of distribution is explained in Chapter 3 “Push” Method Deployment, If End Users Lack Installation Privileges.
For a full explanation of any or all of the processes offered in this panel, and the implications of installing or not installing them, please see “Deployment Toolkit Components” in chapter 1 of the Deployment Planning Guide.
Install or upgrade Sun Java System Connector for Microsoft Outlook. Tells the program to install the software that facilitates the necessary ongoing communications between the user’s Outlook client application and the Sun Java System server. If Sun Java System Connector for Microsoft Outlook is already installed, the user program will check the installed version and, if appropriate, upgrade to the newer version.
System requirements for the Sun Java System Connector for Microsoft Outlook include:
- Operating System Windows 2000 (Service Pack 3 or higher) or Windows XP (Service Pack 1 or higher).
- Outlook 2003, or Outlook 2002 with Office XP Service Pack 2 or higher, or Outlook 2000 with Office 2000 Service Pack 3 or higher
- Microsoft Outlook must be designated as the user’s default e-mail client. If Outlook is not set as a user’s default e-mail client, see To Designate Microsoft Outlook as a User’s Default E-mail Client in Chapter 3 for instructions to resolve this problem.
- The software cannot be installed to any workstation that also contains the Sun Java System Synchronization program (previously known as the Sun ONE Sync program), which is incompatible with Connector for Microsoft Outlook. If the Sun synchronization program has been installed on a particular user’s desktop, it must be removed (see To Remove a Sun Synchronization Program from a User’s Workstation, in Chapter 3 for instructions).
The Sun Java System Connector for Microsoft Outlook Setup Wizard will detect any discrepancy between these requirements and the actual installation environment, and in that case will not install Sun Java System Connector for Microsoft Outlook.
Install or upgrade Microsoft Web Publishing Wizard. Tells the user program to install Microsoft’s Web Publishing Wizard (WPW), which makes the user’s Free/Busy information available to the Sun Java System Calendar Server. If WPW is already installed, the user program will check the installed version and, if appropriate, upgrade to the newer version. If you mark this checkbox, you must also specify the network location of the installation kit for the Web Publishing Wizard.
Install or upgrade Microsoft LDAP Service. Tells the user program to install the LDAP component of Outlook 2000, which will facilitate communications between Connector for Microsoft Outlook and the Sun Java System directory. If the LDAP component is already installed, the user program will check the installed version and, if appropriate, upgrade to the newer version. If you mark this checkbox, you must also specify the network location of the installation files for the version of Outlook 2000 used by these users.
Installation of the LDAP component here will be necessary only if some of your users are using Outlook 2000, and not if all users are running Outlook 2002 or Outlook 2003. Connector for Microsoft Outlook uses LDAP services to communicate with the Sun Java System directory, and the LDAP protocol is a standard feature of Outlook 2002 and Outlook 2003. The LDAP protocol is only an optional feature in Outlook 2000, not a part of a “standard” Microsoft Office installation. If any of your users are using Outlook 2000 you will need the corresponding original Microsoft installation CD(s) or files to install the LDAP component. These kits are not included in the Desktop Deployment Toolkit package because they are Microsoft products. For more information, see “Deployment Toolkit Components” in the Deployment Planning Guide.
Create/convert/upgrade user profile. Activates the User Profiles tabbed panel, so the user program can convert an existing eligible Outlook user profile or create a new profile for use with the new Sun Java System Connector. The user program will convert only an “eligible” profile, meaning that the profile must:
- include message services of at least one type designated in the User Profiles tabbed panel (in the Converted/upgraded Profile Settings section), and
- not have been fully converted (all of its .pst files converted) by a previous run of the user program (although the remaining, unconverted .pst files of a partially converted profile can be converted).
If this box is not marked, the entire User Profiles tabbed panel will be grayed out and unavailable, and no user profile will be converted or created. For example, you may want to create a user installation package to simply install or update MAPI services without converting or creating any profiles.
Log file settings
These settings pertain to the directory where the user program will write its log files for the user’s migration session. The first two radio-button options are mutually exclusive:
- Store log files locally: Tells the user program to write its log files to the user’s local “temp” directory.
- Store log files in a shared directory: Tells the user program to write its log files to a particular shared directory, which you must specify in the accompanying text box. Use the Browse (“...”) button to locate and specify the path, or just type it into the text box. You can enter a drive letter or a UNC path.
If the Browse feature for Log files does not display the location you need to specify (but you know that it exists): This is an unlikely scenario, but chances are you simply are not authenticated in the domain to which you have browsed. To correct this problem, right-click the target computer and select Explore, and then enter your administrator userID and password at the prompt. You may then return to the Browse feature and select the computer you need to browse.
- Include debug logging: Tells the user program to log its activities in the more verbose, more explicit “debug” style. If a user encounters a problem with the installation package and you can’t diagnose the problem by reviewing the default-style log entries, the more verbose debug-style logging may provide enough additional information to help you or your associates solve the problem. This option is off by default.
Status file settings
Post a one-line status of user activity to a .csv file: Adds a one-line summary of user activity to the .csv file you specify in the accompanying text box (below). Each line represents one run of the desktop tool by one user. A single user who runs the tool multiple times should generate multiple lines in the .csv file.
If you mark this checkbox, you must also specify the shared file to which the status lines will be written. Use the Browse (“...”) button to locate and specify the path, or just type it into the text box. If the file already exists, it will be updated each time the installation kit is run.
Notes (optional)
Any notes or comments you care to include about this configuration can be entered into this field.
User Profiles TabThe settings in this User Profiles panel, shown in Figure 2-3, apply only if this package will create or convert user profiles. Therefore, the features in this panel are available only if the Create/convert user profile option is checked on the Processes tabbed panel. This entire User Profiles panel will be grayed out if the Create/convert/upgrade user profile option is unmarked.
Figure 2-3 Deployment Configuration Program: User Profiles Tab
The settings in this panel determine how Exchange users’ Contacts, Journal and Notes data will be converted to local (desktop) Sun Java System Connector Personal Folders (.pst) files.
User profile settings
Mark options in this section to specify whether and how user profiles will be converted and created:
- Convert/upgrade existing eligible user profiles: Tells the user program to convert an existing Outlook profile, as follows:
- In Silent Mode: Converts the user’s default profile if it can be found, or does nothing if a default profile cannot be found.
- In Interactive Mode: Prompts the user to select a single profile to convert if it finds two or more eligible profiles connecting to Exchange server(s), or finds only one eligible profile that is not set as the user’s default. If the program finds only one eligible profile, and it is set as the user’s default, the program automatically converts that profile without any user interaction. If the program finds no eligible profiles, it does nothing — neither converts nor creates any user profile.
Remember that the user program will convert only an “eligible” profile, meaning that the profile:
- must include message services of at least one type designated in the Converted/upgraded Profile Settings section of this screen (below), and
- must not have been fully converted (all of its .pst files converted) by a previous run of the user program (although the remaining, unconverted .pst files of a partially converted profile can be converted).
- Create new user profiles without conversion/upgrade: Tells the user program to create a new Outlook user profile, ignoring any existing profiles that may already exist for the user. It will create only one new profile for a given user, even if the user runs the installation two or more times.
- Convert/upgrade or create: Tells the user program to convert an existing Outlook user profile if it can find one, or create a new profile if it cannot find an existing one:
- In Silent Mode: Converts the user’s default Outlook profile if it can be found, or creates a new profile if a default profile cannot be found.
- In Interactive Mode: Prompts the user to select a single profile to convert if it finds two or more eligible profiles connecting to Exchange server(s), or finds only one eligible profile that is not set as the user’s default. If the program finds only one eligible profile, and it is set as the user’s default, the program automatically converts that profile without any user interaction. If the program finds no eligible profiles, it creates a new one.
Converted/upgraded Profile Settings
Special Note for Version Upgrade: For any users running this package who are upgrading from Sun Java System Connector version 6 to version 7, the user program will ignore any server-parameter changes that may be entered on the Servers panel — except for the Address Book Server, since it is new in version 7. The program will, however, apply any server-parameter changes to any of the other types of converted profiles. If you want to change any server parameters for users who are upgrading, you should create a separate package for those users and set it to Create new user profiles ... (under User profile settings above).
Note that different types of data associated with different profile types are migrated differently, as shown in Table 2-1 below.
Table 2-1 Destinations of Migrated Data from Various Sources
Created Profile Settings
These options apply only to new profiles that the user program will create, and not to converted or upgraded profiles.
Option to save profile user password during configuration
- Give user the option to save: Tells the user program to display a checkbox that lets the user choose whether Outlook should prompt the user for a password upon each login, or save (“remember”) the password so the user can skip that login step. Within the user program, the instructions displayed with the checkbox explain: “If checked, you will not need to enter your information each time you launch Outlook.” This option is not available in any user package configured to run in Silent mode.
- Always save: Tells the user program to not offer the user the choice described above (for Give user the option...). Instead, the screen will display this message: “Your password will be saved. You will not need to enter your password each time you launch Outlook.”
- Never save: Tells the user program to not offer the password choice, and to configure Outlook to always prompt for the user’s password, by default. The user program will display no checkbox or related explanatory text.
User .psts TabThe settings in this User .psts panel, shown in Figure 2-4, define how the program will save users’ Personal Folders (.pst) files. Depending on your choices in other panels in this program, certain sections of this screen may not apply and may appear grayed-out (unavailable) in the display.
Figure 2-4 Deployment Configuration Program: User .psts Tab
General Settings for Personal Folder (.pst) Files
Size for new Sun Java System Connector ... .pst: ____ MB: The expected amount of disk space required for the new .pst file into which selected items from the old Exchange server are copied. The user program aborts the conversion if a user does not have this much disk space available. Leave this value set at its default unless you have some particular reason to expect that your .psts will be larger.
Exchange Profile Settings for .psts
Migrate Exchange server Contacts to Sun Java System Address Book Server: Tells the user program to migrate the user’s Exchange Contacts and copy them to the Sun Java System Address Book Server. If this option is unmarked, no Exchange Contacts will be migrated.
Update ALL addresses to SMTP format: Tells the user program to convert all addresses that occur within Personal Folders (.pst) files to SMTP (Internet standard) format.
By default, automatically convert a .pst if file is smaller than: ____ MB: In Silent mode: The user program will ignore (not convert) any .pst files larger than or equal to the size specified here. In Interactive mode: If any existing .pst files are larger than or equal to the specified size, the program will prompt the user to specify which (if any) of the large files to convert.
Auto-minimize setup wizard and convert .psts in the background, if total size of all .psts exceeds: ____ MB: This setting is irrelevant in Silent mode. In the Interactive mode, if the total size of all .pst files to be converted exceeds the size specified here, the user program will convert the profiles first, and then automatically minimize itself to the user’s Task Bar to convert the .pst files as a background process. Once the profile has been converted, the user can run Outlook and access the converted profile.
Password-protected Exchange .psts: Choose one of these mutually exclusive options for converting password-protected .pst files:
- Prompt user for password and convert (not an option in Silent mode): Tells the user program to prompt the user for the password to open each .pst file and convert it.
- Do not convert but keep old .pst in profile: Tells the user program to not convert the .pst file, but to keep the unconverted .pst file in the profile.
- Do not convert and remove from profile: Tells the user program to not convert the .pst file, and to remove the unconverted .pst file from the profile. (The old .pst file is not, however, physically deleted from the user’s hard drive.)
IMAP/POP Profile Settings for .psts
Migrate POP/IMAP .pst Calendar and Tasks to Sun Java Enterprise Server: Tells the user program to migrate the user’s POP/IMAP calendar data and tasks to the Sun Java Enterprise Server. If this option is unmarked, no calendar data or tasks will be migrated.
Associate all existing desktop data with the new Sun Java System Connector for Microsoft Outlook profile: Tells the user program to associate the user’s existing POP/IMAP desktop data with the new Sun Java System profile.
Servers TabThe Servers tabbed panel is shown in Figure 2-5.
Figure 2-5 Deployment Configuration Program: Servers Tab
Settings
Server Name: The host name for each Sun Java System server: Incoming Mail, Outgoing Mail, LDAP, Address Book, Calendar, and Free/Busy.
Port: The default port number for each server. The default changes if you use SSL to connect to the server.
Use SSL: Mark this box to require an SSL to connect to the associated server.
Default: Restores all Port numbers back to their original default values (if you have changed the values but now want to restore the defaults). The default values for SSL vs. non-SSL are different, and this feature will restore the appropriate default for any given server depending on whether the Use SSL box is marked.
Mail TabThe Mail tabbed panel is shown in Figure 2-6.
Incoming Mail (IMAP)
Offline settings (two options, mutually exclusive):
- Download messages locally to Inbox when going offline: Configures IMAPSP to download messages to the user’s Inbox when the user goes offline. Alternatively, the user can set the caching status of a given mailbox by highlighting the folder entry in Outlook, then executing the Properties menu, pressing the IMAPSP tab, and turning on the Cache all message parts (attachments) for this folder option.
Figure 2-6 Deployment Configuration Program: Mail Tab
- Do not download messages locally if they are larger than: ____ KB: The per-message size limit for the IMAPSP local message cache. This option is intended primarily to reduce download times when the user goes into offline operations. This value, however, will also affect re-display times in online mode, because the message will have to be re-retrieved if it hasn’t been cached.
Check for new messages every: ___ minutes: This is the interval, in minutes, after which a server mailbox will be polled for newly arrived messages. If any new messages have arrived, the mailbox is refreshed and redisplayed in Outlook. If this field is cleared or set to zero, no polling will be done for this server connection.
IMAP Folder Name Mapping Options: Select either Outlook style or Communications Express style to indicate which of these two standards the user program should use to name users’ IMAP folders. Your selection here determines which of two map files, outlook_folders.map or uwc_folders.map, will be used to map users’ IMAP folder names. An administrator may, before running this program, edit these files to suit local requirements, as long as the original filenames remain the same.
Outgoing Mail (SMTP)
BCC all sent messages to self: Configures the user software to automatically insert the user’s e-mail address into the BCC field of every outbound message (effectively lets a sender file a copy of every message sent). The messages are filed within a sender's server INBOX, and subsequently will be affected by any server-based message filtering rules.
Requires authentication: Tells the user software to configure the SMTP Service so as to require user authentication for outbound SMTP mail.
LDAP TabThis LDAP tabbed panel, shown in Figure 2-7, lets you specify the settings for the Sun Java System LDAP Directory Service.
Figure 2-7 Deployment Configuration Program: LDAP Tab
Search base (root of LDAP directory): The LDAP distinguished name of the root of your LDAP directory.
Search times out after: ___ minutes: Limits directory search times to the designated number of minutes.
Maximum number of search results returned: Limits the number of entries returned by a search to the number specified here.
Require authentication: Tells the user program to configure the LDAP Directory Service so as to require user authentication in the form of a user Distinguished Name (DN) for each directory query.
- User DN pattern: The elements of the user’s Distinguished Name that, when assembled, will form the complete DN to authenticate the user’s identity to the LDAP Directory Service (if authentication is required). For example, to define a DN consisting of a user ID (uid), an organization unit (ou) and an organization (o): uid=%S,ou=people,o=florizel.com.
Calendar TabThe Calendar panel is shown in Figure 2-8.
Figure 2-8 Deployment Configuration Program: Calendar Tab
Settings
Synchronize Outlook calendar with calendar server every: ___ minutes: Specifies how often the Outlook calendar will synchronize with the calendar server.
Address Book TabThe Address Book panel is shown in Figure 2-9.
Figure 2-9 Deployment Configuration Program: Address Book Tab
Sun Java System Address Book Server Settings: Enter the portion of the address book web client URL that follows the domain root and a delimiting slash character. The root value appears in the grayed-out text box to the left of this value, drawn from your Calendar Server entry on the Servers panel.
Outlook Address Book Settings:
- Show this address list first: Select Contacts or LDAP Directory (mutually exclusive) to indicate which of these two should appear first in the user’s Outlook Address Book.
- Directory search order: Select Contacts first ... or LDAP Directory first ... (mutually exclusive) to indicate how Directory searches should proceed.
Single User TabThe Single User tabbed panel, shown in Figure 2-10, lets you specify and authenticate the identity of a single specific user. This panel applies only if you are creating an installation kit for one particular user — e.g., for your CEO, or for some other user whose unique circumstances warrant a more customized configuration.
Figure 2-10 Deployment Configuration Program: Single User Tab
Full name: The “friendly” name associated with the user's e-mail address. When sending messages, this name appears in the From box of the user's outgoing messages.
E-mail address: Specifies the e-mail address that people should use when sending mail to the user at this account — must be in the format name@florizel.com.
Login name: Specifies the user's account name, which must be the same value for both the IMAP and calendar servers. This is often the same as the part of the user's e-mail address to the left of the “at” sign (@).
Password: The user's account password, which must be a single shared password used for both the IMAP and calendar servers.
Password confirm: A duplicate field for the user’s account password, required as a precaution against typographical errors. (This value must match the Password value above.)