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Notice: This material is excerpted from Special Edition Using Microsoft Exchange Server, ISBN: 0-7897-0687-3. The electronic version of this material has not been through the final proof reading stage that the book goes through before being published in printed form. Some errors may exist here that are corrected before the book is published. This material is provided "as is" without any warranty of any kind.
With the overwhelming amount of information being sent and received by the computer user today an easy-to-use and easy-to-install messaging interface has become essential. The Exchange Client has met this criterion very nicely. With its ease of installation and configuration the Exchange Client can be used as a single source for many, if not all, of your messaging and group-wide applications.
The Exchange Client is a flexible interface to not only Exchange but your other mail systems as well. With the correct configuration your client can become a powerful universal messaging tool. This chapter will cover how to get the Exchange client up and running under various configuration options.
This chapter covers the following areas:
Preparing to Install Your Exchange Client
Before running the setup program there are a few questions to consider that will affect your client installation strategy. Do you want your installation to be server based, or do you want all the executables to reside on the client? Do you want to install from CD or over the network? One last question for an administrator: Would you like to pre-configure client options or have the users choose their own settings?
The answers to these questions will determine your approach to setting up the Exchange Client software.
Each of these areas will be covered in detail to make the answers to these questions a little clearer.
An installation share allows you to run the setup files directly off a hard drive without necessitating the use of a CD or a floppy disk. An installation point to run setup from can be located on a server or on the local machine. After loading all of the files you then, in the case of a file server, share the directory with an appropriate title.
You first need to copy the Microsoft Exchange Client software from whatever source (CD-ROM or floppy) onto your hard drive.
If you are installing from a CD-ROM, copy the contents of the appropriate client directories from the Exchange Client’s CD. For example, to load the Windows95 client onto an installation share, you would copy the entire contents of the WIN95 sub-directory to the hard drive.
If you are installing from a floppy disk, start by creating a new directory on the destination hard drive to hold the install files.
Second, copy the contents of each Exchange Client installation floppy into an appropriately named new sub-directory; for example, DISK1, DISK2, etc.
To run an installation from the server, find the SETUP.EXE file and execute it. The setup application will run as normal from that point on.
With a server-based installation all users use a server-based copy of the Exchange Client. There are advantages and disadvantages to this scenario:
On server, create a directory for each client. For example, create a share called DOSCLNT for all DOS clients to be run off a server. You will need to do the same for Windows 3.x, Windows95, and Windows NT.
The share points you are currently using as operating system network shares will not be available for users. You will need to create new ones.
It is a good idea, if you have the drive space, to create duplicate shares for these clients during install. You can then have existing users mount one and have migrating users mount the new share.
Each operating system version must have its own separate shared install on the server.
For Windows 3.x or Windows95 machines that are currently running from a server-based install, the computer setting up the Exchange Client share must be running the same shared copy of Windows. All Exchange Client files must be placed in the Windows SYSTEM folder on the client’s home server or the setup will fail.
After the client installation directories are created you can load the appropriate files. This is done by running an administrative setup (setup /a).
1. Connect to the Client installation share.
2. Change to the appropriate client for your operating system.
3. In a Program Manager shell choose File, Run. Or, in the new Windows95 shell choose Start, Run.
4. In the Run dialog box, type setup /a.
Usage: setup [/A] [/G filename [/Q[0|1|T]] [/R] [/U[A]] [/Y]
Translation:
/A = Administrator mode.
/G filename = Generate a logfile of this installation and write to this file.
/Q0 = Quiet installation show exit.
/Q1 = Quiet installation hide exit.
/QT = Quiet installation hide all display.
/R = Re-install the application.
/U = Un-install application but leave shared components.
/UA = Un-install all components of application.
/Y = Run install without copying files.
Pre-Configuring the Client for an Over the Network Install
The Microsoft Exchange Setup Editor (see fig. 27.1) allows you to preset options that will be used during a server of local-based share client setup. This utility allows you to predefine most of the default options during the setup process. The following screens and text will guide you through this procedure.
Fig. 27.1
The Microsoft Exchange Setup Editor
Start the process by choosing the Select Client Installation button (see fig. 27.2), or select the text from the File pull-down in the Microsoft Exchange Setup Editor.
This step selects the location of the EXCHANGE.STF file that will be modified by the Setup Editor.
Fig. 27.2
Select Client Installation Button.
Enter or find the path that contains the client setup files. You may enter the path manually by typing in the directory where your server-based client setup files are located, or you can search for an installation point by double clicking on the directories highlighted in the box.
You may also search for a directory where the setup files are located by using the Network button. Then specify a network server on which the files reside.
After you have selected the client installation directory, you are able to modify the default settings of the desired setup share. This step is initiated by either selecting the Modify Setup Program button or selecting the Modify Setup Program text from the File pull-down menu.
Under the General tab (see fig. 27.3) you can specify whether you want the person installing the Client, from this share, to be able to choose additional modes of installation besides Typical:
Fig. 27.3
The General tab of the Setup Program Options dialog box.
In the Miscellaneous section of this tab you can specify in which Program Manager Group the Exchange icons will be installed. This section enables you to customize the name of both the group or *.grp name and the title of the group itself. You can also specify a directory other than default. This might be useful if you have multiple clients, as in the case of a multi-boot machine; for example, Windows95 and Windows NT.
Under the Components tab, you have the ability to change which components of Exchange and Schedule+ will be installed on the client machine during setup. This is done by checking or unchecking the box to the left of the component you wish to change. You can do this by double-clicking on the square or clicking on the Select/Clear Component button at the bottom of the dialog box (see fig. 27.4).
Fig. 27.4
The Components tab of the Setup Program Options dialog box.
There are multiple layers of components when the Change Option button is available (not grayed out). The specific selections available under Select Components are discussed in detail later in this chapter under the Installing the Exchange Client section.
Under the Services tab (see fig. 27.5) you may add and remove information services to be installed on the client, allowing the client to have only the services that exist in your environment. For example, if there is to be an Exchange Server only and no Microsoft Mail Post Office, you can specify this here. This specification takes out any guess work on the part of the person configuring the client on the desktop, who may not know what information services are available.
Fig. 27.5
The Services tab of the Setup Program Options dialog box.
From the Binding Order property page (see fig. 27.6) you have the flexibility of promoting, demoting, adding, or deleting protocols. The Remote Procedure Call (RPC) protocols are used to communicate with the Exchange Server over the network.
Move Up--Promotes the selected protocol in the binding order.
Move Down--Demotes the selected protocol in the binding order.
Remove--Deletes the selected protocol from the bindings list.
Add--Allows you to specify additional RPC protocols in the protocol stack from a specified computer on the network.
Fig. 27.6
The Binding Order tab of the Setup Program Options dialog box.
It is important to specify only the protocols used in your networked environment. If the binding order has unused protocols (especially if they are high in the order), the Client will attempt to communicate with the server until it times out, then try the next protocol in the stack. This process causes slow response times in the Client server communications.
Setting the Setup Editor User Options
The Setup User Options Properties page (see fig. 27.7) enables you to specify a few of the initial settings of the Exchange Client. These property pages are General, Read, Send, Spelling, and Home Server. They are initial settings because they are user definable on the Client from the Tools, Options pull-down menu.
Fig. 27.7
Set User Options button on the Microsoft Exchange Setup Editor Properties page.
The General tab enables you to modify the look and feel of the Exchange Client interface:
Show ToolTips on toolbars enables you to turn off ToolTips by default.
ToolTips are the text captions that appear when you leave your pointer above a button on the toolbar.
When selecting, Automatically select entire word (see fig. 27.8) enables you to turn off this option. This feature selects the entire word when part of the word is highlighted during editing.
Fig. 27.8
The General tab of the User Options dialog box.
The Read Page
This screen (see fig. 27.9) enables you to modify what will happen to the message after you have read its contents. This property page contains both radio buttons and check boxes. Radio buttons (the round buttons) allow you to choose only one of the options, whereas check boxes (the square boxes) allow you to select any, all, or none of the items listed.
Fig. 27.9
The Read tab of the User Options dialog box.
The Send property page (see fig. 27.10) enables you to set the default actions regarding sent messages. These actions include receipt, sensitivity, importance, and disposal of the message after it is read.
Fig. 27.10
The Send tab of the User Options dialog box.
Sensitivity refers to the optional column that can be added to the folder list view in the Exchange Client. The message sensitivity is set to one of the following choices:
The Spelling property page (see fig. 27.11) enables you to set default options regarding spell-checking. The spelling options are applied to the text of messages that are being sent, replied to, and forwarded to. The following are brief explanations of the available options:
Fig. 27.11
The Spelling tab of the User Options dialog box.
The Home Server property page (see fig. 27.12) enables you to enter the default Exchange Server to which this client will connect.
This server name does not have to be entered with the normal Universal Naming Convention (UNC) backslashes (\\).
The Use network security to log on to Microsoft Exchange box enables you to choose whether or not to use Windows NT account security to access Exchange accounts on the server.
Select OK to exit out of User Options.
When you are satisfied with all of the settings in the Setup Editor, you need to save the changes to disk by selecting either the Save button or choosing Save from the File pull-down menu.
Fig. 27.12
The Home Server tab of the User Options dialog box.
Exchange Client System Requirements
The following are not minimum, but suggested requirements. The Exchange Client will probably run on a lesser machine. You might not be pleased with the performance if you load it on lower hardware.
Hardware:
Software:
Exchange Client Inbox Backward Compatibility
The Exchange INBOX that comes bundled with Windows95 must be upgraded to the Exchange Client version supplied in the release version of the product. Due to the massive improvements to the inner workings and the user interface, all client software must be upgraded. This also includes upgrading Schedule+ to the current version designed to work with Exchange Server. More on Schedule+ is discussed in Chapters 29 and 30.
Saving Your Personalized Information
On the bright side, all of your personalized files you had under the Exchange Client in Windows95 can be used again. With the new client, just specify where these files are located. If upgrading to the same directory where your personal files are makes you nervous, you can move the files with the following extensions to another directory:
If you are upgrading your client from Microsoft Mail 3.x, you will need to save your *.MMF and *.SCH files. These are your mail folders, messages, and Schedule+ information. These files will be used to migrate all of your information into your new Exchange Client.
Installing the Microsoft Exchange Client
The entire install or setup process is very easy. All you have to do is follow the dialog boxes’ instructions. Ample help and various tips are available as you follow the setup screens.
The Windows95 setup screen is depicted in the figures. There are some differences between the older Program Manager style interface and the new shell found on Windows95. Any differences will be addressed in the appropriate steps in this chapter.
The first step in the Microsoft Exchange Setup procedure is to select the directory or folder you want the client to be installed into (see fig. 27.13). You can either go with the default, which is C:\EXCHANGE, or you may change that by selecting Change Folder.
Fig. 27.13
Select the Destination Folder in which to store your messages.
At the next screen you are presented with three choices.
1. Typical takes the most commonly used settings and installs them.
2. Custom gives you the opportunity to pick and choose the components you require.
3. Laptop installs the options that are most commonly used by mobile computing users.
Choose the installation method that fits your needs. If you are the adventurous sort and want to see all of the options available, go down the custom path. This option enables you to pick only the options that fit your requirements. If you don’t know if an option is what you need, check help or follow the guides that are displayed in the box on the right.
At this point you have two options:
1. Change Option (see fig. 27.14) allows you to go deeper into the highlighted choice (if sub-options are available).
Fig. 27.14
The Custom options screen allows you to change Exchange and Schedule+ settings.
2. Select All does just what it says, it picks all of the options available. Selecting Change Options will reveal what choices are available to you behind the Exchange line.
At this screen you can specify what components of the Exchange Client you wish to load (see fig. 27.15):
Fig. 27.15
Exchange Information Services available during Setup.
After selecting OK at the Information Services screen, the Schedule+ Options list appears. This list offers some very nice features that the developers have added to make life easier (see fig. 27.16):
Fig. 27.16
Options available for Schedule+ during Setup.
If you have any questions about any of these features please refer to Chapter 30, “Using Schedule+.”
After you have made all of the selections you want to use during setup, you can choose OK at each of the screens and continue with the install. At this point you see the setup progress bar and the various screens introducing the latest features. When you see the Completed Successfully screen, hit OK and you return to your desktop display.
Configuring the Exchange Client
Now that you have installed the Client, you need to configure it to work with your messaging environment. Start by installing some of the most common services to see how this is done. If you have any other Messaging Application Programming Interface (MAPI) compliant messaging service, the configuration will be essentially the same.
Before you start configuring your Exchange Client, take a few minutes to inventory what messaging services you will want to access. Due to the Exchange Client’s many capabilities, you can receive messages from many sources besides the Exchange Server. One can also choose:
Your profile tells Exchange what services you are going to be using as well as where your personal files are located.
The first time you start up the Exchange Client after a fresh install, you will see a blank profile dialog box. You need to click Add to start including options to your personal profile (see fig. 27.17).
Fig. 27.17
The point where you add your information into your profile.
The next screen you see is the Inbox Setup Wizard dialog box. From here you can place check marks next to the information services you wish to use. You also have the choice of manually configuring the information services (see fig. 27.18). This option enables you to answer questions in a non-wizard style manner. The preferred method is to check the boxes and press the Next button.
Fig. 27.18
Information services available to add to your profile
Following the Inbox Setup Wizard to the next screen, you see the first selection in the list of Information Services. The Microsoft Fax setup screen enables you to choose a fax modem to utilize for the faxing service. If you have already installed a modem on your computer, the Setup Wizard will fill in your default modem for you. From this point you are able to look at the properties of your fax modem; or if one is not yet installed, you can do so by selecting Add.
When you select properties for your fax modem you have the ability to change your:
If you have an answering machine or similar service, remember to make the answer after <number> less than the number of rings you have for that service to pick up or you won’t receive many faxes.
In the advanced modem settings dialog box you have even more options:
If you are having any problems with faxing, please check the owner’s manual of your fax modem. Some of the preceding features may not be compatible with all fax modems.
If you select Add at the Microsoft Fax setup screen, you are given the following two choices:
1. Fax Modem--Aphysical device attached either to your machine or shared through the network. Using a network-shared fax modem usually requires a software package that resides on both the client and the server.
2. Network Fax Server--A special fax software component used mostly in large companies to accommodate large amounts of faxing data. This software resides on a network server and is used to route or distribute faxes to individuals or nodes (see fig. 27.19).
Fig. 27.19
Where you enter a path to the fax server’s share.
At this dialog box, enter the path to the Fax Server’s share directory. This is usually dependent on the software preferences.
The next screen enables you to choose whether you want the fax modem to pick up every incoming call. Remember, if you choose to have the fax modem answer, set the number of rings to a reasonable amount to allow you or your answering machine to pick up if necessary (see fig. 27.20).
Communications-sharing devices are available to alleviate the problem of having a dedicated fax modem. The communications-sharing device recognizes incoming fax calls and routes them to your fax modem for pickup.
Fig. 27.20
Microsoft Fax - Personal Information.
At the next screen enter your name and fax number. When you are done, continue to the next screen by pressing Next.
1. Enter the name of your Exchange Server (see fig. 27.21). You do not have to enter the normal backslashes.
Fig. 27.21
Where you enter your Exchange server and your mailbox name.
2. Enter the Mailbox Name. This is set up on the Exchange Server and is usually either a common name or a company standard name.
You are now asked if you will be traveling with this client. This is a good question. How should you answer?
If at the last screen you chose yes you will travel with this computer, you are then asked how you will connect to the Internet Mail server. The best way to answer this question is to consider your normal mode of usage.
When you select modem for your access method to the Internet mail server, you will be given the choice of connections. If you have Dial Up Connections already defined, the Wizard will let you choose from a pull-down list. If you don’t have predefined Dial Up Connections (see fig. 27.22), or want to use another existing Dial Up Connection, choose New. This will allow you to create a new connection profile.
Fig. 27.22
Are you going to be using Dial Up Networking?
The next screen asks you to enter the name or IP address of your Internet Mail server. This is the server on which you have an Internet or SMTP style mail account.
The server from which you would like to receive your Internet mail needs to support POP3 mail. This is a standard that allows other servers to interface and receive mail as a proxy service.
The next screen gives us the option of either choosing Off-line or Automatic.
This option is especially nice when on the road with a slow modem and someone tries to send you a 10MB Power Point presentation.
The next screen asks you to enter your account and name (see fig. 27.23). Your e-mail address is either the account or alias defined on the POP3 server. This will be in the normal Internet mail format of username@domain. Your name may already be entered from a previous setup or you may enter it now.
Fig. 27.23
This screen holds your Internet mail account information.
The name you enter will be displayed as the sender on all of your Internet mail, so put in a nickname if that is what you prefer.
Now you are at the point of entering your actual Internet mail account information. The Mailbox name is the account on the POP3 server (see fig. 27.24). The Password is the password for this account.
Fig. 27.24
Enter you Internet mail (POP) account information.
Note: Ensure that you enter the account name and password correctly (including case sensitivity) due to most POP3 servers being located on UNIX servers. The UNIX operating system is case sensitive in all fields.
The next screen is a desirable option because Netscape is such a popular tool right now, and it also supports Internet mail. The Inbox Setup Wizard enables you to configure the Mail and News portions of Netscape in the next couple of screens. This screen asks you to enter your name, which will be displayed in the from box when sending mail through Netscape.
There are no setup options during this Wizard for Microsoft Internet Explorer because it uses the Exchange Client for all messaging services to the Internet.
This screen is very similar to the Internet mail setup screen encountered earlier. In this case you must either enter the name of the server or the IP address (see fig. 27.25).
Fig. 27.25
Enter the name of the SMTP server used for outgoing Internet mail.
Note: Netscape differentiates between the SMTP and POP3 servers for sending or receiving mail (see fig. 27.26). Be aware that just because a server has SMTP installed does not mean that it also has POP3.
Fig. 27.26
This screen asks for your POP3 mail server. Like the previous screen, this may either be the name of the server or IP address.
On this screen enter your account and password. Remember that case sensitivity still applies due to the server.
This screen allows you to enter the address for an Internet newsgroup server (see fig. 27.27). If you organization maintains a news sever, then use that address. Otherwise you will need to use your Internet access providerÕs news server. Again this can either be a domain name or IP address.
Fig. 27.27
Enter the Internet address of your providers newsgroup server.
Now you are given the chance of either using a pre-existing Personal Address Book or creating a new one. You can either enter the path to your old Personal Address Book if you have one, or Browse for it. If you do not have a Personal Address Book, as is the case of a new install, you can choose Next and one will be created for you in the default location.
If you want to keep your Personal Address Book in another directory, you may enter it here. This is a good idea if you store all data files in a certain place for backup or security reasons.
The next-to-the-last screen enables you to specify whether you want the Exchange Client to start up when you first log on to your computer.
Congratulations! You have made it to the wrap-up screen. All you have to do now is select Finish to start using your Exchange Client with all of the services you selected and configured.
By configuring your Exchange Client, a new profile has now been created. In figure 27.28 you see the profile that was created in this chapter.
Fig. 27.28
This screen lists all your Mail and Fax profiles.
If you are not connected to the network, you may receive the option to Work Offline. If you will be connecting to the network, choose Connect; otherwise, choose Work Offline and use Remote Mail to send and receive your messages with your Exchange Server (see fig. 27.29).
Fig. 27.29
Use this dialog box to select working off-line.
You can access the Exchange Client Profiles by clicking the right (or alternate) mouse button on your Inbox icon, then selecting properties.
You are now ready to run your Exchange Client. All you have to do is double click on your Microsoft Exchange icon, and you are on your way to utilizing the full power of this versatile tool.
From Here...
This chapter has covered the installation and configuration options of the Exchange Client. The steps included in this chapter were:
Installing and configuring the Exchange Client takes planning and some knowledge of your messaging environment. You will find a wealth of information in other related chapters in this book.
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Copyright ©1996, Que Corporation