Microsoft Exchange for IM and Presence Service on Cisco Unified Communications Manager, Release 9.0(1)
Integration of Microsoft Exchange Server 2003/2007 with IM and Presence

Integration of Microsoft Exchange Server 2003/2007 with IM and Presence


Note


This module describes the integration of the IM and Presence Service with Microsoft Exchange Server 2003 and 2007 over WebDAV. If you are integrating with the Exchange server 2007 or 2010 over Exchange Web Services (EWS), see Integration of Microsoft Exchange Server 2007/2010 with IM and Presence For an overview of each type of Exchange integration, we recommend that you review IM and Presence integration with Microsoft Exchange.


Microsoft Exchange 2003 configuration checklist (WebDAV)

Table 1 provides a summary checklist to follow when configuring access to mailboxes on the Microsoft Exchange 2003 server. For detailed instructions, see the Microsoft Server 2003 documentation at the following URL: http://technet.microsoft.com/en-us/library/bb123872(EXCHG.65).aspx

Table 1 Configuration tasks for Microsoft Exchange 2003 Components

Task

Procedure

Important Notes

Create a Service Account and add it as a member of the "Exchange View Only Administrator" security group.

  1. Create a new service account in Active Directory Users and Computers (ADUC) on the Exchange server.
  2. Create a new security group in Active Directory Users and Computers (ADUC) on the Exchange server. Name it Exchange View Only Administrator.
  3. Right-click the Exchange View Only Administrator group that you created, and select Properties. Under the Members tab, add the service account that you created to the group.
  4. Open System Manager on the Exchange server and under Administrative Groups, navigate to the Exchange View Only Administrator group.
  5. Right-click the group and select Delegate Control to start the Exchange Administration Delegation Wizard.
  6. Select Add and navigate to the group that you created, and select it.
  7. Assign the Exchange View Only Administrator role to the group.

You may already have configured an administrator account on the Exchange server. We recommend, however, that you create a separate administrator account for Exchange integration because the default administrator configuration may not let you sign into other user accounts on the Exchange server.

Create User Accounts and Delegate Exchange View Only Administrator Control to the User Account

  1. Create a new user account on the Exchange server.
  2. Open System Manager on the Exchange server and under Administrative Groups, navigate to the administrative group to which you want to add the account that you created.
  3. Right-click the group and select Delegate Control to start the Exchange Administration Delegation Wizard.
  4. Select Add and navigate to the user account that you created, and select it.
  5. Assign the Exchange View Only Administrator role to the account.

In an Exchange 2003 environment, you must delegate "Exchange View Only Administrator" permissions to the user account to allow only administrators (with Exchange View Only permissions) to sign into the user accounts on the Exchange server and view the Exchange configuration.

A user account is a standard Windows account used by a regular Exchange user.

Grant Receive As Permissions on User Mailboxes

  1. Open the System Manager on the Exchange server and under Administrative Groups, navigate to First Administrative Group > Servers > First Server > Mailbox Store.
  2. Right-click the mailbox store, and select Properties. Under the Security tab, enter the name of the account for which you need to access calendar ing information.
  3. Assign Receive As permisisons to the account and all associated mailbox stores.

IM and Presence requires additional Receive As account permissions to inspect the calendars of users on the Exchange server. We recommend that you assign this permission at a higher level (such as mail storage group) to enable read-only access to all the mailboxes in the mail storage group.

Troubleshooting Tips

  • IM and Presence only requires Receive As permissions on the account to enable it to sign in to that account when it connects to the Exchange server. Note that this account does not typically receive mail so you do not need to be concerned about allocating space for it.
  • If you receive an error message indicating that the Exchange server is down and the certificate is configured properly, then the Receive As account is not configured properly. Recreate the account using the steps in this procedure.

Verify permissions on the Exchange 2003 account

This procedure applies to Microsoft Exchange Server 2003 SP1 and later releases.

Procedure
    Step 1   Use Internet Explorer to connect to the following URL:

    https://server/exchange/user@domain

    Where server = server name, user = user name (some user other than receive-as acccount), domain = exchange domain

    Step 2   Sign in using the receive-as credentials. If these credentials allow you to access the OWA account, it verifies that the permissions have propagated successfully to the Exchange server.

    What to Do Next

    Configure presence gateway for Microsoft Exchange integration.

    Microsoft Exchange 2007 configuration checklist (WebDAV)

    The following table provides a summary checklist to follow when configuring access to mailboxes on the Microsoft Exchange 2007 server. For detailed instructions, see the Microsoft Server 2007 documentation at the following URL: http://technet.microsoft.com/en-us/library/bb124558(EXCHG.80).aspx

    Table 2 Configuration tasks for Microsoft Exchange 2007 Components

    Task

    Procedure

    Important Notes

    Add a Mailbox to the Exchange View Only Administrator account.

    1. Sign into the Exchange 2007 server using an account that has been delegated the Exchange View Only Administrator role.
    2. Open the Exchange Management Console (EMC) on the Exchange 2007 server.
    3. Select Recipient Configuration in the console tree.
    4. Select New Mailbox, and complete the New Mailbox wizard
      • For User Logon Name (User Principal Name), enter the Microsoft domain name in which the user account resides followed by the name that the user requires to sign in to the mailbox. Example: msoft-domain-name\username

    Accounts without a mailbox in the specified storage will not work, and the account will stop functioning if you remove the mailbox at any stage.

    Delegate Exchange View Only Administrator Control to the Account

    Via the Exchange Management Console (EMC)

    1. Open the EMC on the Exchange 2007 server.
    2. Right-click Organization Configuration in the console tree.
    3. Select Add Exchange Administrator and navigate to the account that you created, and select it.
    4. Assign the Exchange View Only Administrator role to the account.

    Via the Exchange Management Shell (EMS)

    1. Open the EMS for command line entry.
    2. Run the Add-Exchange command with associated arguments from the Run line or from the Command Prompt in the EMS.

    The following provides the syntax and example of the command:

    Syntax

    Add-ExchangeAdministrator -Role "role" -Identity "identity"

    Example

    Add-ExchangeAdministrator -Role ViewOnlyAdmin -Identity CUPSAdmin
    • In an Exchange 2007 environment, you must delegate "Exchange View Only Administrator" permissions to the user account to allow only administrators (with Exchange View Only permissions) to sign into the user accounts on the Exchange server and view the Exchange configuration.
    • A user account is a standard Windows account used by a regular Exchange user.

    Grant Receive As Permissions on User Mailboxes

    Via the Exchange Management Shell (EMS)

    1. Open the EMS for command line entry.
    2. Run the Add-ADPermission command in the EMS as follows:

    Syntax

    Add-ADPermission -Identity "Mailbox Store" -User "Trusted User" -ExtendedRights Receive-As

    Example

    Add-ADPermission -Identity "First Storage Group" -User CUPSAdmin -ExtendedRights Receive-A

    You cannot use the Exchange Management Console (EMC) to complete this step.

    Troubleshooting Tips

    • IM and Presence only requires Receive As permissions on the account to enable it to sign in to that account when it connects to the Exchange server. Note that this account does not typically receive mail so you do not need to be concerned about allocating space for it.
    • If you receive an error message indicating that the Exchange server is down and the certificate is configured properly, then the Receive As account is not configured properly. Recreate the account using the steps in this procedure.

    Verify permissions on the Exchange 2007 account

    After you have assigned the permissions to the Exchange 2007 account, you must verify that the permissions propagate to mailbox level and that you can access the mailbox of the end-user. On Exchange 2007, it takes some time for the permissions to propagate to mailboxes.

    Before You Begin
    • Delegate the appropriate roles and Receive-As permissions to the Exchange account. See the Microsoft Exchange 2007 Configuration Checklist topic.
    • For the purpose of the examples in the following procedures, assume that the Exchange account is named "cupsadmin" and the mail storage group is named "First Storage Group".
    Procedure
      Step 1   Open the Exchange Management Shell (EMS) for command line entry.
      Step 2   Verify that the Exchange account is a member of the"ExchangeView-Only Administrator" group as follows:
      1. Run this command in the EMS:
        ([ADSI]"LDAP://CN=CUPS Admin,CN=Users,DC=r7,DC=com").memberof
        Note   

        The "CN=CUPS Admin,CN=Users,DC=r7,DC=com" is the DN (Distinguished Name) of the Exchange account. To determine the DN, use adsiedit.msc. Also verify the DN with your Active Directory administrator if required.

      2. Ensure that the command output indicates the Exchange account is a member of "Exchange View-Only Administrator" group, as follows:

        Example: Command Output

        CN=Exchange View-Only Administrators,
        OU=Microsoft Exchange Security Groups,
        DC=r7,
        DC=com
      Step 3   Verify that the Exchange account has "Receive-As" permissions on the mail storage group as follows:
      1. Run this command in the EMS:
        Get-ADPermission "First Storage Group" -user cupsadmin | Format-Table -AutoSize
        Note   

        The "First Storage Group" is the name of the mail storage group. The "cupsadmin" is the Exchange account.

      2. Ensure that the command output indicates the Exchange account has "Receive-As" permission on the mail storage group, as follows:

        Example: Command Output

        Identity- - - - - - 
        User - - - -
        Deny- - - 
        Inherited- - - - - - 
        Rights- - - - - 
        HTLUO-MAIL\First Storage Group 
        R7\cupsadmin
        False
        False
        Receive-As
      Step 4   Verify that the Exchange account has permissions on an end-user mailbox as follows:
      1. Run this command in the EMS:
        Get-MailboxPermission jdoe -user cupsadmin | Format-Table -autosize
        Note   

        The "jdoe" is the mailbox of the end-user. The "cupsadmin" is the Exchange account.

      2. Ensure that the command output indicates that the Exchange account has FullAccess permission on jdoe’s mailbox, as follows:

        Example: Command Output

        Identity- - - - - - 
        User - - - -
        AccessRights- - - - - - - - 
        IsInherited- - - - - - - - 
        Deny- - - 
        r7.com/Dallas/John Doe
        R7\cupsadmin
        {FullAccess}
        True
        False

        Truobleshooting Tips

        Full Access permission on a user mailbox is inherited from the higher-level permission, in this instance, from the "First Storage Group". If the command (than you run in Step 4) fails to return output, the permission has not yet propagated to the mailbox. Do not proceed until you see that the Exchange account has FullAccess on the mailbox of the end user.


      What to Do Next

      Configure presence gateway for Microsoft Exchange integration

      Enable authentication on the Exchange 2003/2007 virtual directories

      You must enable basic authentication on the Exchange virtual directories (/exchange and /exchweb) for Microsoft Office Outlook Web Access to work properly. The /exchange directory handles mailbox access requests for OWA and WebDAV. The /exchweb directory contains resource files used by OWA and WebDAV. You can also optionally enable Windows Integrated Authentication on the Exchange virtual directories. Furthermore, Forms Based Authentication can be optionally enabled.

      The procedure that follows is for WebDAV integrations on Exchange 2003 and Exchange 2007 server running Windows Server 2003.

      Procedure
        Step 1   From Administrative Tools, open Internet Information Services and select the server.
        Step 2   Select Web Sites and then Default Web Site.
        Step 3   Right click either the /exchange or /exchweb directory folder and select Properties.
        Step 4   Select the Directory Security tab.
        Step 5   Under Authentication and access control, select Edit.
        Step 6   Under Authentication, ensure that the Basic Authentication and Integrated Windows checkboxes are checked.
        Step 7   [Optional] If you want to enable Forms Based Authentication, complete the following steps:
        1. Open the Exchange Management Console (EMC).
        2. From the left pane, select Server Configuration > Client Access.
        3. Select the appropriate server in the Client Access pane and select the Outlook Web Access tab.
        4. Right-select owa (Default Web Site) and select Properties.
        5. Select the Authentication tab.
        6. Select Use forms-based authentication and under Logon Format select Domain\user name.
        Note   

        Basic authentication is enabled by default for OWA when Forms Based Authentication is selected.