Microsoft Exchange 2007 configuration checklist (EWS)
Before You Begin
Note that the steps required to configure Exchange 2007
server will differ depending on whether you use Windows Server 2003 or Windows
Server 2008.
The following table provides a summary checklist to follow when configuring access to mailboxes on
the Microsoft Exchange 2007 server on Windows Server 2003 and Window Server
2008. 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 1 Configuration tasks for Microsoft Exchange 2007 Components
Task
Procedure
Important Notes
Ensure that the Windows security policy settings are correct.
Cisco Unified Presence supports NTLMv1 Windows Integrated authentication only and does not currentlly support NTLMv2.
Grant Users the Permission to Sign in to the Service
Account Locally
Exchange 2007 Configuration on Windows Server 2003
Sign into the Exchange 2007 server using a service account that
has been delegated the Exchange View Only Administrator role.
Open the Domain Controller Security Settings window on the
Exchange server.
Under Security Settings in the left frame, navigate to
Local Policies > User
Rights Assignments.
Double-click
Allow Log On Locally in the right frame of the console.
Select
Add User or Group
and navigate to the service account that you previously created
and select it.
Select
Check Names, and verify that the specified user is correct.
Then select
OK.
Exchange 2007 Configuration on Windows Server 2008
Sign into the Exchange 2007 server using a service account that
has been delegated the Exchange View Only Administrator role.
Select
Start.
Type
gpmc.msc
Select
Enter.
Open the Domain Controller Security Settings window on the
Exchange server.
Under Security Settings in the left frame, navigate to
Local Policies > User
Rights Assignments.
Double-click
Allow Log On Locally in the right frame of the console.
Ensure that the
Define these policy settings
check box is selected.
Select
Add User or Group
and navigate to the service account that you previously created
and select it. Then select
OK.
Select
Check Names, and verify that the specified user is correct.
Then select
OK.
Select
Apply and
OK in the Allow Log On Locally Properties dialog box.
Determine if your users SMTP address is alias @ FQDN. If it is
not, you must impersonate using the user principal name (UPN). This is defined
as alias@FQDN.
For Exchange
impersonation to work, all Exchange servers must be members of the Windows
Authorization Access Group.
The service
account should not be a member of any of the Exchange Administrative Groups.
Microsoft Exchange explicitly denies Impersonation for all accounts in those
groups.
Set Impersonation Permissions at the Server level
Via the Exchange Management Shell (EMS)
Open the EMS for command line entry.
Run this Add-ADPermission command to add the impersonation
permissions on the server.
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity User | select-object).identity -AccessRights GenericAll -InheritanceType Descendents
For example:
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity Ex2007 ¦ select-object).identity -ExtendedRight ms-Exch-EPI-Impersonation
These cmdlets
grant impersonation permissions at the server level. You can also grant
permissions at the database, user, and contact levels.
If you have
multiple servers, you must grant Impersonation to each server (or database).
Exchange 2007 does not have system-wide Impersonation permission capability.
Verify that the
SMTP address of your users is defined as alias@FQDN. If it is not, you must
impersonate the user account using the User Principal Name (UPN).
Set Active Directory Service Extended Permissions for
the Service Account:
Via the Exchange Management Shell (EMS)
Run this Add-ADPermission command in the EMS to add the
impersonation permissions on the server for the identified service acccount
(for example, Exch2007).
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity User | select-object).identity -ExtendedRight ms-Exch-EPI-Impersonation
For example:
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity Ex2007 ¦ select-object).identity -ExtendedRight ms-Exch-EPI-Impersonation
Run this Add-ADPermission command in the EMS to add the
impersonation permissions to the service account on each mailbox that it
impersonates:
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity User | select-object).identity -ExtendedRight ms-Exch-EPI-May-Impersonate
For example:
Add-ADPermission -Identity (get-exchangeserver).DistinguishedName -User (Get-User -Identity Ex2007 ¦ select-object).identity -ExtendedRight ms-Exch-EPI-May-Impersonate
You must set these
permissions (on the Client Access Server (CAS)) for the service account that
performs the impersonation.
If the CAS is
located behind a load-balancer, grant the
ms-Exch-EPI-Impersonation rights to the Ex2007 account
for all CAS servers behind the load-balancer.
If your mailbox
servers are located on a different machine to the CAS servers, grant
ms-Exch-EPI-Impersonation rights for the Ex2007
account for all mailbox servers.
You can also set
these permissions by using
Active Directory Sites and Services
or the
Active Directory Users and Computers
user interfaces.
Grant Send As Permissions to the Service Account and
User Mailboxes
Via the Exchange Management Shell (EMS)
Run this Add-ADPermission command in the EMS to grant Send As
permisisons to the service account and all associated mailbox stores:
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.
After you have assigned the permissions to the Exchange 2007 account, you must verify that the permissions propagate to mailbox level and that a selected user can access the mailbox and impersonate the account of another user. On Exchange 2007, it takes some time for the permissions to propagate to mailboxes.
Before You Begin
Delegate the appropriate permissions to the Exchange account. See the Microsoft Exchange 2007 Configuration Checklist (EWS) topic.
Procedure
Step 1
In the EMC on the Exchange 2007 server, right-click Active Directory Sites and Services in the console tree.
Step 2
Point to View, and then select Show Services Node.
Step 3
Expand the service node, for example, Services/MS Exchange/First Organization/Admin Group/Exchange Admin Group/Servers.
Step 4
Verify that the CAS is listed for th e service node that you selected.
Step 5
View the "Properties" of each CAS server, and under the Security tab, verify that:
Your service account is listed.
The permissions granted on the services account indicate (with a checked box) that the Exchange Web Services Impersonation permission is allowed on the account.
Step 6
Verify that the service account (for example, Ex2007) has been granted Allow impersonationpermission on the storage group and the mailbox store to enable it to exchange personal information and to send as and receive as another user account.
Troubleshooting Tips
If the account or the impersonation permissions do not display as advised in Step 5, you may need to recreate the service account and ensure that the required impersonation permissions are granted to the account.
You may be required to restart the Exchange server for the changes to take effect. This has been observed during testing.
Microsoft Exchange 2010 configuration checklist (EWS)
The following procedure provides a summary checklist to follow when configuring access to mailboxes on the Microsoft Exchange 2010 server. For detailed instructions, see the Microsoft Server 2010 documentation.
Before You Begin
Before you integrate Microsoft Exchange 2010 server with IM and Presence over EWS, ensure that you configure the following throttle policy parameter values on the Exchange server. These are the values that are required for the EWS calendaring integration with IM and Presence to work.
Table 2 Recommended Throttle Policy Parameter Values on Microsoft Exchange
Parameter
Recommended Configuration Value
EWSMaxConcurrency
It has been observed during Cisco tests that the default throttling policy value is sufficient to support 50% calendaring-enabled users. If you have a higher load of EWS requests to the CAS, however, we recommend that you increase this parameter to 100.
EWSPercentTimeInAD
50
EWSPercentTimeInCAS
90
EWSPercentTimeInMailboxRPC
60
EWSMaxSubscriptions
Null
EWSFastSearchTimeoutInSeconds
60
EWSFindCountLimit
1000
Procedure
Complete the following steps to set Exchange Impersonation Permissions for specific users or groups of users for Microsoft Exchange 2010.
Open the EMS for command line entry.
Run the New-ManagementRoleAssignment command in the EMS to grant a specified service account (for example, Ex2010) the permission to impersonate other user accounts:
new-ManagementRoleAssignment -Name:_suImpersonateRoleAsg -Role:ApplicationImpersonation -User:user@domainExample:
new-ManagementRoleAssignment -Name:_suImpersonateRoleAsg -Role:ApplicationImpersonation -User:Ex2010@domain
Run this New-ManagementRoleAssignment command to define the scope to which the impersonation permisisons apply. In this example, the Exch2010 account is granted the permission to impersonate all accounts on a specified Exchange Server.
new-ManagementScope -Name:_suImpersonateScope -ServerList:<server name>Example:
new-ManagementScope -Name:_suImpersonateScope -ServerList:nw066b-227
Run the New-ThrottlingPolicy command to create a new Throttling Policy with the recommended values defined in the the table above.
New-ThrottlingPolicy -Name:”<Policy Name>” -EWSMaxConcurrency:100 -EWSPercentTimeInAD:50 -EWSPercentTimeInCAS:90 -EWSPercentTimeInMailboxRPC:60 -EWSMaxSubscriptions:5000-EWSFastSearchTimeoutInSeconds:60-EWSFindCountLimit:1000Example:
New-ThrottlingPolicy -Name:”IM and Presence ThrottlingPolicy” -EWSMaxConcurrency:100 -EWSPercentTimeInAD:50 -EWSPercentTimeInCAS:90 -EWSPercentTimeInMailboxRPC:60 -EWSMaxSubscriptions:5000 -EWSFastSearchTimeoutInSeconds:60 -EWSFindCountLimit:1000
Run the Set-ThrottlingPolicyAssociation command to associate the new Throttling Policy with the service account used in Step 2 above.
Set-ThrottlingPolicyAssociation -Identity “<Username>” -ThrottlingPolicy “<Policy Name>”Example:
Set-ThrottlingPolicyAssociation -Identity “Ex2010” -ThrottlingPolicy “IM and Presence ThrottlingPolicy”
After you have assigned the permissions to the Exchange 2010 account, you must verify that the permissions propagate to mailbox level and that a selected user can access the mailbox and impersonate the account of another user. On Exchange 2010, it takes some time for the permissions to propagate to mailboxes.
Before You Begin
Delegate the appropriate permissions to the Exchange account. See the Microsoft Exchange 2010 Configuration Checklist (EWS) topic.
Procedure
Step 1
Open the Exchange Management Shell (EMS) for command line entry.
Step 2
Verify that the service account has been granted the required Impersonation permissions:
Authentication on Exchange 2007/2010 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.