| Oracle® Communications Connector for Microsoft Outlook Administration Guide Release 8.0.2 E55106-01 |
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PDF · Mobi · ePub |
| Oracle® Communications Connector for Microsoft Outlook Administration Guide Release 8.0.2 E55106-01 |
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PDF · Mobi · ePub |
This chapter describes how to create and configure a single Oracle Communications Connector for Microsoft Outlook desktop installation package for end users. If the most recent version of the Administrator's software is not yet installed on your computer, see 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, repeat this procedure for each package you want to create.
In order to install Connector for Microsoft Outlook Connector, you need to download Visual C++ Redistributable for Visual Studio 2012. You can download Visual C++ Redistributable for Visual Studio 2012 from: http://www.microsoft.com/en-US/download/details.aspx?id=30679
There are separate executables for 32-bit and 64-bit installations:
vcredist_x86.exe
vcedist_x64.exe
After downloading and running one of the redistributable executables, you can proceed to install Connector for Microsoft Outlook.
Locate and launch (double-click) the file Admin.exe, in C:\Program Files\Sun\Deployment Configuration Program.
Note:
During installation, the path of the Deployment Configuration Program can be configured.You can also launch the program, Oracle Communications Connector for Microsoft Outlook Deployment, either as a desktop shortcut icon or from the Start program menu.
The deployment configuration program then opens a configuration window on your desktop. The configuration window contains:
Nine tabbed panels where you enter the information to characterize end user's configuration of the Connector for Microsoft Outlook (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. The Tools menu offers a Create Package feature that lets you create a new installation package for an existing.ini configuration file that has been opened into this configuration window. You may use Open... from the File menu to locate and open an existing .ini file.
Complete the information in the nine tabbed panels, as described separately (per tab) below. Click the tab to view the associated panel. If you begin creating an installation package but then decide to finish it at a later time, click Save from the File menu to create a partially completed package. Click Open... from the File menu to resume and complete your work at a later time.
When you have entered all of the information requested in the nine tabbed panels, click Save from the File menu to save your configuration choices in an .ini file and create a new installation package. Clicking Save 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 in the 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 the same folder where the .ini file is saved. Both the .ini and .exe files carry the 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, and if you know that the resource exists in the location that you have specified, then the administrator account you are using to run the 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.
Use the Processes Tab to select Silent or Interactive user mode, use processes to be included in the configuration, log file settings, status file settings, and the inputting of optional notes about this configuration.
You can choose to install the package in any of the two modes. These two modes, silent installation vs. interactive, are mutually exclusive:
Silent: The user program will install and configure the user's software without any user involvement whatsoever, according to the administrator's preset 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).
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 the 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 "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, see "About Connector for Microsoft Outlook Architecture" in Connector for Microsoft Outlook Installation Guide.
Install or Upgrade Connector for Microsoft Outlook. Tells the program to install the software that facilitates necessary ongoing communications between the user's Outlook client application and the Connector for Microsoft server. If Connector for Microsoft Outlook is already installed, the user program will check the installed version and, if appropriate, upgrade to the newer version.
See "System Requirements" in Connector for Microsoft Outlook Installation Guide.
The Connector for Microsoft Outlook Setup Wizard detects any discrepancy between these requirements and the actual installation environment, and in that case will not install Connector for Microsoft Outlook.
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 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).
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.
These settings pertain to the directory where the user program will write its log files for the user's migration session. The first two 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 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 are not authenticated in the domain to which you have browsed. To correct this problem, right-click the target computer and select Explore, and enter your administrator user ID 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.
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. Each line represents one run of the desktop tool by a 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.
This section describes the User Profiles Tab.
The settings in the User Profiles panel apply only if this package creates, upgrades, or convert user profiles. Beginning with Connector for Microsoft Outlook 8.0.2, you can select multiple options in the User Profiles Tab to create, upgrade or convert profiles.
Mark options in this section to specify whether and how user profiles are upgraded, converted, and created:
Create Profile Settings: Tells the user program to create a new Outlook user profile, ignoring any existing profiles that may already exist for the user. Note that if a user attempts to run the installation with the same profile name more than once, an error occurs.
Upgrade Profile Settings: Tells the user program to upgrade an existing Outlook user profile if it can find one. If it cannot find an existing profile, it does not create a new one:
In Silent Mode: Upgrades 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 upgrade if it finds it.
Note:
Selecting the Upgrade checkbox sets the property: ModifySun71PlusProfile in the .ini file.Setting a new profile name sets the UpgradeProfileName property. Changing the existing profile name sets the UpgradeChangeProfileName property.
Convert Profile Settings: Tells the user program to convert an existing Outlook profile, as follows:
In Interactive Mode:
Two or more eligible IMAP/POP profiles
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. The user program will convert only an ”eligible” profile, meaning that the profile 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).
In Silent Mode:
Not supported when converting existing profiles.
Note:
Setting a new profile name sets the ConvertProfileName property. Changing the existing profile name sets the ConvertChangeProfileName property.If the program finds no eligible profiles, it creates a new one.
If converting/upgrading, select the types of profiles eligible for conversion/upgrade: Check the box(es) that correspond to the profile type(s) that the user program should consider "eligible" for conversion. Remember that an "eligible" profile must include message services of at least one type designated here, 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).
Note that different types of data associated with different profile types are migrated differently, as shown in Table 2-1.
If converting or upgrading, change the profile name to the following: The name by which the converted profile will be identified in the drop-down list that appears on Outlook's user login screen.
Table 2-1 Destinations of Migrated Data from Various Sources
| Microsoft Outlook Component | Migrating From Microsoft POP | Microsoft IMAP |
|---|---|---|
|
|
SJOC-local.pst |
SJOC-local.pst |
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Contacts |
Address Book Server |
Address Book Server |
|
Calendar |
Calendar Server |
Calendar Server |
|
Tasks |
Calendar Server |
Calendar Server |
|
Sticky Notes |
SJOC.pst |
SJOC.pst |
|
Journals |
SJOC.pst |
SJOC.pst |
These options apply only to new profiles that the user program creates, and not to converted or upgraded profiles.
Name for new profiles: The name by which the new profile will be identified in the drop-down list that appears on Outlook's user login screen.
Set new profile as default: If this box is checked, the new profile will be set as the user's default Outlook profile.
Disallow password based authentication: If checked, password-based authentication is not used. Instead, certificate-based authentication is used. To use this feature, the back-end services should be configured for certificate authentication.
Save Password
Always ask: Tells the user program to 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.
This section describes the User .pst Tab.
The settings in the User .pst panel define how the program will save users' personal storage 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.
Size for new Connector for Microsoft Outlook... .pst: ____ MB: The expected amount of disk space required for the new .pst file into which selected items from old IMAP or POP servers 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.
Migrate POP/IMAP .pst Calendar and Tasks to Oracle Communications Unified Communications Suite Server: Tells the user program to migrate the user's POP/IMAP calendar data and tasks to the server. If this option is unmarked, no calendar data or tasks will be migrated. Note that Contacts are migrated by default, so no settings are needed for Contacts.
Associate all existing desktop data with the new Connector for Microsoft Outlook profile: Tells the user program to associate the user's existing POP/IMAP desktop data with the new Connector for Microsoft Outlook profile. If selected, the local .pst file is not deleted.
This section describes the Servers Tab.
Server Name: The host name for each Oracle Communications Unified Communications Suite server: Incoming Mail (IMAP), Outgoing Mail (SMTP), LDAP (Global Address List and User Settings), Address Book (WABP), Calendar (WCAP), and Free/Busy (WCAP).
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. By default, this box is already marked.
Note:
If the Use SSL box is not marked for the Calendar server, the Free/Busy server values will be the same as for the Calendar, and the Free/Busy line will therefore be grayed out in this panel. But if Use SSL is marked for the Calendar, then you must specify a different port for Free/Busy.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.
This section describes the Mail Tab.
Offline settings (two options, mutually exclusive):
Download messages locally to Inbox when going offline: Configures mail server 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, clicking the Mail tab, and selecting the Cache all message parts (attachments) for this folder option.
Do not download messages locally if they are larger than: ____ KB: The per-message size limit for the message server's 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.
IMAP Folder Name Mapping Options: Select either Outlook style or Convergence style to indicate which of these two standards the user program should use to name users' IMAP folders. Your selection here determines which of the 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 file names remain the same.
Polling:
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 message has 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.
Enable polling for all folders: Enable this checkbox if you want Connector for Microsoft Outlook to poll all folders, including your Inbox, for unread messages. The default, if this checkbox is not enabled, is to poll only your Inbox. This option can be useful if message filters have been set up to automatically move incoming messages to specific users' folders other than the Inbox, or if the direct delivery to a specific folder option has been enabled.
BCC all sent messages to self: Configures the user software to automatically insert the user's email 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.
This section describes the LDAP Tab. The tab lets you specify the settings for the LDAP Directory Service.
The Global Address List (GAL) is a read-only MAPI Address book for Outlook users to view, search, and extract address information of the users, user groups, and calendar resources stored in the corporate directory. The corporate directory here refers to an LDAP server storing user account information including user name, passwords, contact information, and so on. This enables other authorized users on the same network to access the information. Connector for Microsoft Outlook GAL enables Outlook to display the corporate directory as "Global Address List" in conjunction with Contacts, personal address book, and any other address book providers. The GAL provides access to details of individual users, static groups, and calendar resources stored in the corporate directory.
The back-end server or the server that is referred to as the corporate directory can be any LDAP address book server adhering to the predefined schema. Here, the term 'user' means the individual whose data or information is stored as an entry in the server.
In order to allow browsing of the directory, Connector for Microsoft Outlook utilizes the Virtual List View (VLV) and server-side sort extension of the directory server. The directory server must be configured for the VLV index. The VLV index is precisely defined by a basedn, search filter, sort attribute, and scope. Any mismatch amongst the settings described below and the VLV index settings on the server results in poor performance.
Search base: The LDAP distinguished name of the root of your LDAP directory. Use the pattern specified in the User DN pattern fields.
LDAP Mapping String: Contains mappings for the GAL and LDAP directory. Connector for Microsoft Outlook maps the LDAP attributes to the corresponding display items in Outlook as per the mappings provided here. If you change any of the mappings in the LDAP Mapping attribute, these changes should also be made to the LDAP configuration attributes in VLV filter, Advance Search and Name Resolution Filter.
VLV Search filter: The filter that is used for the VLV to display entries within the directory.
Advanced search filter: Determines what fields are used when searching for users within the GAL. You can change this field if you wish to customize the GAL's Find dialog.
Name resolution filter: Determines which fields to search when entering a name while composing a new message. Outlook tries to resolve the name after pressing Ctrl-K or selecting Check Names from the Tools menu.
VLV sort attribute: The LDAP sort key for the Global Address List. The default value is cn.
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.
Show `Member Of' tab in contact properties dialog: Displays the static LDAP groups to which the selected user belongs.
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. This option is selected by default, and will require you to specify the User DN pattern in the relevant field.
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).
The recognized keywords for the DN pattern are:
%s the full user ID.
%user the left part of the user ID (left of the @ symbol) if the user ID includes the domain (for example, john@florizel.com). If no @ symbol appears in the user ID, the full user ID is used.
%domain the right part of the user Id (right of the @ symbol) if the user id includes the domain.
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. The user's ID replaces %s after configuration of the user's profile.
If, for example, the user ID includes the domain (john@florizel.com), the DN pattern is: uid=%user,ou=people,o=%domain,o=isp. This will be replaced with uid=john,ou=people,o=florizel.com,o=isp.
Similarly, to define a DN consisting of a common name, an organization and a country: cn=Fred Smith,o=florizel.com,c=US.
The user settings are used to extract information about the user. This information can be used to determine "out of office" settings and how the user's name and email address is displayed when sending email.
Retrieve user settings from LDAP: Enable this checkbox if you want your user settings extracted from LDAP.
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). Use the pattern specified for the User DN pattern field for the Global Address List.
Warn user at startup when out of office message is turned on: If this checkbox is enabled, a dialog box appears when Outlook is started warning the user that the out of office message is turned on. The user can choose to turn off the out of office message with this dialog.
Retrieve full name and email address from LDAP server: Enable this checkbox if you want the display of your name and email address updated from the LDAP server.
This section describes the Calendar tab.
Oracle Communications Calendar Server Settings: Sets the URL path portion to the server information. This is the URL used to connect to the Calendar Server 7 from Outlook. The default URL is
http://server:80/davserver/wcap
This applies to Calendar Server 7 only. If you are connecting to Calendar Server 6, leave this field blank.
Synchronize Outlook calendar with calendar server every: ___ minutes: Specifies how often the Outlook calendar will synchronize with the calendar server.
This section describes the Address Book tab.
Oracle Communications 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 Address Book Server entry on the Servers panel.
To use Convergence address book server, enter iwc/svc, which is the default.
Polling: Synchronize Outlook Address Book with Address Book Server every:_____ minutes: Enter the time interval (in minutes) after which Outlook Connector should synchronize with the Address Book Server. By default, the time interval is 5 minutes.
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.
This section describes the Single User tab.
The Single User tabbed panel 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. For example, your CEO, or for some other user whose unique circumstances warrant a more customized configuration.
Full name: The "friendly" name associated with the user's email address. When sending messages, this name appears in the From box of the user's outgoing messages.
E-mail address: Specifies the email 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 email 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.)
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