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diff --git a/help/C/usage-exchange.sgml b/help/C/usage-exchange.sgml new file mode 100644 index 0000000000..1f4a765ea9 --- /dev/null +++ b/help/C/usage-exchange.sgml @@ -0,0 +1,748 @@ + <chapter id="usage-exchange"> + <title>The Ximian Connector for Microsoft Exchange</title> + <para> + The Ximian Connector for Microsoft Exchange allows Ximian + Evolution clients to access accounts on Microsoft Exchange 2000 + servers. It is available through Ximian Red Carpet in its own + channel, but cannot be used without a license file. The license + file may be purchased from the Ximian online store at <ulink + url="http://store.ximian.com">store.ximian.com</ulink>. Unlike the + regular Ximian Evolution client, the Ximian Connector for + Microsoft Exchange is proprietary software and source code is not + available. + </para> + + <warning id="licensing"> + <title>Requirements</title> + <para> + Ximian Connector works only with Exchange 2000, and requires + that Outlook Web Access be enabled. Each user will need a + valid Microsoft Exchange 2000 server account, including license. + </para> + </warning> + +<sect1 id="new-in-connector-one-two"> +<title>What's New in Connector 1.2</title> + <para> + Ximian Connector 1.2 has added some of the most frequently + requested features of Microsoft Exchange clients, including Public + Folder access and calendar delegation. + </para> + + <variablelist> + <varlistentry> + <term>Preferences Dialogs</term> + <listitem> + <para> + The preferences dialogs have been completely overhauled for + Evolution and Connector 1.2. Select + <menuchoice><guimenu>Tools</guimenu><guimenuitem>Preferences</guimenuitem></menuchoice> + from the main Evolution window to change your settings. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Public Folders, Posting, and Delegation</term> + <listitem> + <para> + Public folders, posting to folders, and delegation + functions have been added. You may now set permissions on + folders to which you have appropriate access, and view the + folders of other users who have granted you permission to + view them. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Flag for Followup</term> + <listitem> + <para> + Flag for Followup now works properly in both Outlook and + Evolution, even when set in one and read in the other. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Improved vFolder Support</term> + <listitem> + <para> + vFolders now function better with Exchange accounts. + </para> + </listitem> + </varlistentry> + + + <varlistentry> + <term>Notes</term> + <listitem> + <para> + The "Notes" and "Journal" folders in Exchange accounts are now readable, and you can drag items into them from other folders. Creating new Notes or Journal entries is not yet supported. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Direct Booking</term> + <listitem> + <para> + When creating a meeting request, resources such as rooms + and equipment can be checked and reserved without waiting + for a reply. + </para> + </listitem> + </varlistentry> + </variablelist> +</sect1> + + <sect1 id="features"> + <title>Connector Features</title> + <para> + In addition to the features listed above, <application>Ximian + Connector</application> supports the following basic + <application>Microsoft Exchange</application> features: + <itemizedlist> + <listitem> + <para> + General + </para> + <variablelist> + <varlistentry> + <term>Remote <application>Exchange</application> Information Store</term> + <listitem> + <para> + Allows you to access mail, address book (including + Global Address List folder), and calendars, and task + folders on an <application>Exchange + 2000</application> server from + <application>Evolution</application>. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Palm synchronization</term> + <listitem> + <para> + Supported for Contacts and Calendars on Exchange. + </para> + </listitem> + </varlistentry> + </variablelist> + </listitem> + <listitem> + <para> + Mail + </para> + <variablelist> + <varlistentry> + <term>Viewing Mail in <application>Exchange</application>Folder</term> + <listitem> + <para></para> + </listitem> + </varlistentry> + <varlistentry> + <term>Sending Email via Exchange Protocols</term> + <listitem> + <para> + You may use the Microsoft Exchange mail transport + protocol to send email. Make sure that the address + you have entered as your email address is exactly + the one that the Exchange server has on file. This + may be "yourname@exchange-server.ximian.com" rather + than "yourname@ximian.com.a" + </para> + </listitem> + </varlistentry> + </variablelist> + </listitem> + <listitem> + <para> + Calendar + </para> + <variablelist> + <varlistentry> + <term>Meeting Request/Proposal</term> + <listitem> + <para> + Allows <application>Evolution</application> users to + schedule meetings and view attendee availability for + other users (<application>Evolution</application> or + <application>Outlook</application> users) on + <application>Exchange</application>. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Adding iCalendar Meeting Requests to Calendar</term> + <listitem> + <para> + If you receive an iCalendar meeting request and add it + to your calendar, it will be saved to your + <application>Exchange</application> calendar. + </para> + </listitem> + </varlistentry> + </variablelist> + </listitem> + <listitem> + <para> + Contacts + </para> + <variablelist> + <varlistentry> + <term>Address Completion</term> + <listitem> + <para> + Supported for your <application>Exchange</application> + Contacts folder. Not yet supported for the Global + Address List. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Adding vCards to Address Book</term> + <listitem> + <para> + If you receive a VCard attachment and click + <guibutton>Save in Address Book</guibutton>, it will + be saved to your <application>Exchange</application>address book. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>New Address Book entries can be created on + <application>Exchange</application> from received email + messages with a single click</term> + <listitem> + <para> + </para> + </listitem> + </varlistentry> + </variablelist> + </listitem> +</itemizedlist> +</para> + +<para> +There are, however, some features which are not available: +<itemizedlist> + <listitem> + <para> + Work Offline (disconnected mode). + </para> + </listitem> + <listitem> + <para> + "Recall Message" function. + </para> + </listitem> + <listitem> + <para> + Creation of an automatic "out-of-office" reply + messages. + </para> + </listitem> + </itemizedlist> + </para> + </sect1> + <sect1 id="install"> + <title>Installing the Connector</title> + <para> + To install the Ximian Connector, run Ximian Red Carpet by + selecting <menuchoice><guimenu>System</guimenu><guimenuitem>Get + Software</guimenuitem></menuchoice>. Subscribe to the Ximian + Connector for Microsoft Exchange channel, select the Ximian + Connector for Microsoft + <application>Exchange</application>2000, and click the + <guibutton>Install</guibutton> button. You can also install + the Connector by downloading the individual packages from + ftp.ximian.com if you wish. + </para> + <para> + Once you have installed the software, you will also need to + install a license file. The license file is the verification + that you have paid for a license to use the Ximian + Connector. You can get the license file from the the Ximian + online store at <ulink + url="http://store.ximian.com">store.ximian.com</ulink>. You + will need a browser with strong (128-bit or greater) encryption + to access the store. When you purchase a Ximian Connector + license, the store will mail you the license file with + instructions for installation. Once installed, the license file + unlocks the Ximian Connector functionality and you may connect + to an <application>Exchange</application>server. + </para> + </sect1> + + <sect1 id="configure"> + <title>Configuration</title> + <para> + Once you have installed the Connector, you need to set up access + for your <application>Exchange</application>account on both the + <application>Exchange</application>server and within Evolution. + </para> + + <sect2 id="config-server"> + <title>Exchange Server Configuration</title> + <para> + Check with your system administrator to ensure that: + <itemizedlist> + <listitem> + <para> + You have a valid account on the <application>Exchange</application>server. + </para> + </listitem> + <listitem> + <para> You are permitted to access the account with + WebDAV. This is the default setting for the + <application>Exchange</application>server, so unless + your system administrator has specifically turned it + off, no changes should be necessary. + </para> + </listitem> + </itemizedlist> + </para> + <para> + The Ximian website knowledge base, at <ulink type="http" + url="http://support.ximian.com">support.ximian.com</ulink>, + has additional information about checking to make sure that + your <application>Exchange</application>server will accept + connections from Ximian Evolution. + </para> + </sect2> + + <sect2 id="config-client"> + <title>Evolution Settings for Connecting to an <application>Exchange</application>Server</title> + <para> + + Once you know that your server is ready for you to connect, start + Ximian Evolution and select + <menuchoice> + <guimenu>Tools</guimenu> + <guimenuitem>Mail Settings</guimenuitem> + </menuchoice> + from any mail view. + </para> + <sect3 id="config-exchange-new-account"> + <title>Creating a New Exchange Account</title> + + + <para> + If you would like to create a new account for your Exchange + server, click the <guibutton>Add</guibutton> button in the + accounts list. The account creation assistant will guide you + through the process, which is also described in <xref + linkend="usage-mainwindow-starting">. If you're not sure + about any of the information you need, just ask your system + administrator. + </para> + <variablelist> + <varlistentry> + <term>Identity</term> + <listitem> + <para>Enter your name and email address. If you wish, + you may add your organization and the location of your + signature file. Only your name and email address are + required. + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Receiving Mail</term> + <listitem> + <para> + In this step, you'll enter information about the way + you check mail: + <orderedlist> + <listitem> + <para> + First, select <guilabel>Microsoft + Exchange</guilabel> as your server type. + </para> + </listitem> + <listitem> + <para> + Enter the name of your Exchange email server, and + the user name you would use to log in to a + Windows workstation in your organization. + </para> + </listitem> + <listitem> + <para> + If you wish, select the box labeled + <guilabel>Use secure connection + (SSL)</guilabel>, to take advantage of a more + secure connection method. This may allow you to + connect to the server from outside your + firewall. + </para> + </listitem> + <listitem> + <para> + If you would like + <application>Evolution</application> to + remember your password, check the box labeled + <guilabel>Remember this password</guilabel>. + </para> + </listitem> + </orderedlist> + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Receiving Mail, Step Two</term> + <listitem> + <para>There are a few additional options in this step: + <orderedlist> + <listitem> + <para> + Checking for New Mail: If you would like to + check for new mail automatically, click the + checkbox and enter an interval in minutes. + </para> + </listitem> + <listitem> + <para> + Exchange Server: If your Exchange mailbox name + is different from your Windows name, enter your + mailbox name here. + </para> + </listitem> + <listitem> + <para> + Override Outlook Web Access Path: In most cases, + the URL for web access is + "http://server.company.com/exchange." If your + system has a path that is not "exchange," check + the box and enter the custom path here. + </para> + </listitem> + + <listitem> + <para> + Active Directory: If you would like to use the + Global Address List (GAL), check the box + labeled <guilabel>Create a Global Address + List folder</guilabel> and enter the name + of the directory server. To avoid strain + on the server, the maximum number of + responses to any Active Directory query has + been set to 500. If you would like to + change that, you may do so here as well. + </para> + </listitem> + </orderedlist> + </para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Sending Mail</term> + <listitem> + <para>Select <guilabel>Microsoft Exchange</guilabel> as + your email sending method. There is nothing else to do + in this step.</para> + </listitem> + </varlistentry> + + <varlistentry> + <term>Account Management</term> + <listitem> + <para>Enter a name that you will use to remember this + account. "Exchange Account" is a good suggestion. Note + that you cannot have two accounts with the same name. + If you'd like to make this your default account for + sending email, check the <guilabel>Make this my default + account</guilabel> box.</para> + </listitem> + </varlistentry> + </variablelist> + <para> + You're done. Click <guibutton>Finish</guibutton> and + <guibutton>OK</guibutton>, then quit + <application>Evolution</application> and start it again. Now + you're ready to get to work on the Exchange server. + </para> + + <figure> + <title>Creating an Exchange Account, Step One: Identity</title> + <screenshot> + <screeninfo>Creating an Exchange Account, Step One: Identity</screeninfo> + <mediaobject><imageobject> + <imagedata format="png" fileref="figures/exchange-identity" srccredit="Aaron Weber"> + </imageobject></mediaobject> + </screenshot> + </figure> + + <figure> + <title>Creating an Exchange Account, Step Two: Receiving Mail</title> + <screenshot> + <screeninfo>Creating an Exchange Account, Step Two: Receiving Mail</screeninfo> + <mediaobject><imageobject> + <imagedata format="png" fileref="figures/exchange-receive" srccredit="Aaron Weber"> + </imageobject></mediaobject> + </screenshot> + </figure> + + <figure> + <title>Creating an Exchange Account, Step Three: Mail Options</title> + <screenshot> + <screeninfo>Creating an Exchange Account, Step Three: Mail Options</screeninfo> + <mediaobject><imageobject> + <imagedata format="png" fileref="figures/exchange-receive-options" srccredit="Aaron Weber"> + </imageobject></mediaobject> + </screenshot> + </figure> + + + </sect3> + + <sect3 id="config-exchange-existing-account"> + <title>Changing an Existing Account to Work with Exchange</title> + <para> + If you have an existing email account, and want to convert it + to use for Exchange, select the account you want to convert + and click the <guibutton>Edit</guibutton> button. You'll want + to change settings in the following tabs of the account + dialog: + </para> + <variablelist> + <varlistentry> + <term>Identity</term> + <listitem> + <para> + If your email address will change because you are moving + to a new server, then change it in this tab. Otherwise, + move to the next tab. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Receiving Mail</term> + <listitem> + <para> + Select <guilabel>Microsoft Exchange</guilabel> as your + server type. Enter your name of your server next to + <guilabel>Host</guilabel>, and the user name for your + account next to <guilabel>Username</guilabel>. If your + server supports SSL (Secure Socket Layer) encryption, it + you can check the <guilabel>Use SSL</guilabel> box to + take advantage of more secure data transfers. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Receiving Options</term> + <listitem> + <para> + Here, tab, you'll find some additional settings: + <variablelist> + <varlistentry> + <term>Checking for New Mail</term> + <listitem> + <para> + Select whether you would like to check for + mail automatically, and if so, how often. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Mailbox Name and Web Access Path</term> + <listitem> + <para> + If your Exchange server requires you to use a + different mailbox name from the name you use to + log in, select the second check-box and enter + the mailbox name. Check with your system + administrator to be sure. + </para> + <para> + In most cases, the URL for web access is + "http://server.company.com/exchange." If your + system has a path that is not "exchange," check + the box and enter the custom path here. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Active Directory</term> + <listitem> + <para> + If you would like to use the Global Address + List (GAL) maintained on your Exchange server, + click the tab labeled <guilabel>Receiving + Options</guilabel> and check the box labeled + <guilabel>Create a Global Address List + folder</guilabel>. The GAL is maintained by + your system administrator and you cannot add, + change, or remove items from it using Ximian + Evolution. However, you can use it to invite + people to meetings and to look up addresses and + other information. In many organizations, the + GAL is stored on a different server from email. + If this is the case, you should also specify + the directory server name here. + </para> + </listitem> + </varlistentry> + </variablelist> + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Sending Mail</term> + <listitem> + <para> + If you will use your Exchange server to send as well as + receive mail, select <guilabel>Microsoft + Exchange</guilabel> as your server type, and enter the + server name as the <guilabel>Host</guilabel>. + </para> + </listitem> + </varlistentry> + </variablelist> + <para> + + Once you have made those changes, click the + <guibutton>OK</guibutton> button. + </para> + <para> + Then, quit <application>Evolution</application> and start it + up again. Changes to the Ximian Connector accounts + configuration are not active until you have restarted the + application. + </para> + </sect3> + </sect2> + </sect1> + + <sect1 id="access"> + <title>Accessing the <application>Exchange</application>Server</title> + <para> + Like IMAP and LDAP data, information for + <application>Exchange</application>accounts is stored on the + server, not on your desktop computer. This means that you can + access it from multiple locations. It also means that your + Microsoft <application>Exchange</application>account information + is in a separate folder tree from the <guilabel>Local</guilabel> + tree in your folder bar. You'll see it below the local tree, + with the name you gave the account. If you have multiple + accounts, you will have multiple folder trees. + </para> + <para> + Click on any of the folder tree items to visit them; you may + have to enter your server password. You can now create contact + cards, send and receive email as you would normally. If there + are items in your local calendar or addressbook that you'd like + to add to your <application>Exchange</application>stores, you + can copy and paste them over, or just drag items from one folder + to another as you would with two local stores. + </para> + + <note id="save-to-local-or-exchange"> + <title>Saving Attached Addresses and Appointments</title> + <para> + If you are using both an Exchange account and a local mail + account, you should be aware that whenever you save an email + address or appointment from an email message, it will be + saved in your Exchange contacts list or calendar, rather + than in your local account. The same is true of + synchronization with Palm-OS devices: tasks, appointments, + and addresses from your Palm-OS device will be synchronized + with those in the Exchange folders rather than local + folders. + </para> + </note> + + <tip id="gal-empty"> + <title>The Global Address List Is Empty At First</title> + <para> + To avoid unnecessary strain on the server, the GAL will + appear empty until you have searched for something in it. + If you want to display all the cards in the list, click in + the search box and press <keycap>Enter</keycap>. This + enters a blank search: since every card contains a blank in + it, every card will appear. + </para> + </tip> + </sect1> + <sect1 id="full-advantage"> + <title>Taking Full Advantage of the Exchange Server When Scheduling Appointments</title> + <para> + When you schedule a meeting with your calendar on the + <application>Exchange</application>server, you can check when + other local Exchange users are busy according to their + <application>Exchange</application>calendars. To do so: + </para> + <figure> + <title>Scheduling With Free/Busy Information</title> + <screenshot> + <screeninfo>Using the Free/Busy Feature</screeninfo> + <mediaobject><imageobject> + <imagedata format="png" fileref="figures/schedule" srccredit="Aaron Weber"> + </imageobject></mediaobject> + </screenshot> + </figure> + + <note id="reminders-in-exchange"> + <title>Reminders In Exchange</title> + <para> + Reminders for appointments in your Exchange calendar will + not work until you have run Evolution at least once after + logging in. This is different from locally stored reminders, + which will work from the moment you log in, regardless of + whether you have run Evolution in the session. + </para> + </note> + <orderedlist numeration="arabic"> + <listitem> + <para> + Open a new appointment in the calendar. + </para> + </listitem> + <listitem> + <para> Choose <menuchoice> <guimenu>Actions</guimenu> + <guimenuitem>Schedule Meeting</guimenuitem> + </menuchoice> in the meeting editor window. + </para> + </listitem> + <listitem> + <para> Add attendees, either by entering their email + addresses into the list, or by clicking the + <guibutton>Invite Others</guibutton> button. If you choose + to so, it's best to use the Global Address List (GAL). + Choose the GAL from the drop-down list of address sources + at the top of the dialog box. + </para> + </listitem> + <listitem> + <para> + Choose <guilabel>Options</guilabel> and then + <guilabel>Update Free/Busy</guilabel> to check participant + schedules and, if possible, update the meeting in all + participants' calendars. + </para> + </listitem> + </orderedlist> + <tip id="autopick"> + <title>Using Autopick to Adjust Meeting Times</title> + <para> + If meeting attendees are not available during the times you + have scheduled a meeting, you can "nudge" the meeting forward + or backward to the nearest available time. To do so, just + click the arrows to the left or right of the + <guilabel>Autopick</guilabel> button. The autopick tool will + move the meeting to the nearest time during which all + attendees are available. If you aren't satisfied with those + results, you can drag the edges of the meeting time to the + hours that you want to select. + </para> + </tip> + </sect1> +</chapter> + |