Cisco CONFERENCING EXTENSIONS - ADMINISTRATOR GUIDE FOR MICROSOFT... Manual de servicio

Conferencing eXtensions

for Microsoft Exchange

Administrator Guide

D14197 05

November 2010

Cisco TMSXE Administrator Guide Page 2 of 61

Contents

Contents..............................................................................................................................2

Introduction.........................................................................................................................4

Pre-Installation Information.....................................................................................................................4

Requirements......................................................................................................................5

Server Requirements..............................................................................................................................5

Exchange Server 2003 Installations ................................................................................................5

Exchange Server 2007 Installations ................................................................................................5

Client Requirements................................................................................................................................6

Cisco TMS Requirements.......................................................................................................................6

Permissions required to perform installation...........................................................................................6

Installation and Upgrades ..................................................................................................7

Upgrading from a previous installation....................................................................................................7

Installation of Server Software................................................................................................................7

Installer finds an existing account....................................................................................................8

No Existing Account Found..............................................................................................................8

Initialization of Resource Accounts.......................................................................................................10

Existing resources or equipment accounts used for scheduling....................................................11

Defining Calendar Security Groups ...............................................................................................11

Starting the Synchronizer...............................................................................................................15

Configure Security Settings and Tuning........................................................................................16

Optional—Deploying the TANDBERG Form .................................................................................17

Uninstalling or Repairing the Installation...............................................................................................24

Uninstalling.....................................................................................................................................24

Repairing........................................................................................................................................24

Upgrading..............................................................................................................................................25

Upgrading to Cisco TMSXE on Exchange 2003............................................................................25

Upgrading to Cisco TMSXE and Migrating to Exchange 2007......................................................26

Software Reference Guide................................................................................................29

Configuration Tool Reference...............................................................................................................29

Initialization Testing .......................................................................................................................29

Operations Tab ..............................................................................................................................29

Configuration Tab ..........................................................................................................................32

Resource Calendar Permissions ...................................................................................................34

Enabling Cisco TMS systems in Exchange...................................................................................35

Manually Enabling Auto-Accept.....................................................................................................37

Cisco TMSXE Logging Features....................................................................................................40

Resolving Custom Attribute Conflicts ............................................................................................42

Additional Reference Materials for Administrators................................................................................42

Functional Overview of Cisco TMSXE Integration.........................................................................42

Changes and Impact of Cisco TMSXE Installation on Existing Servers........................................43

Licensing Requirements ................................................................................................................44

Explanation of Resource Booking Models.....................................................................................44

Cisco TMSXE Administrator Guide Page 3 of 61

Appendix A. Creating the Organization Forms Library in Exchange Server 2007 ... 47

Relevant Microsoft articles:............................................................................................................47

Setting up an Organizational Forms Library..................................................................................47

Appendix B. Using Cisco TMSXE with Redundant Cisco TMS Servers.................... 50

Pre-Installation...............................................................................................................................50

Installation......................................................................................................................................50

Operation .......................................................................................................................................50

Appendix C. Using Cisco TMSXE with Exchange 2007 Clustering ........................... 51

Overview........................................................................................................................................51

Clustering Requirements ...............................................................................................................51

Installation......................................................................................................................................51

Upgrades........................................................................................................................................52

Uninstalling Cisco TMSXE.............................................................................................................52

Operational Changes when using a Clustered Mail Server...........................................................52

Appendix D. Using Cisco TMSXE with Separate Admin Roles..................................54

Installation......................................................................................................................................54

Upgrades........................................................................................................................................57

Uninstalling Cisco TMSXE.............................................................................................................57

Operational Changes.....................................................................................................................57

Checking for updates and getting help...........................................................................59

References and related documents.................................................................................60

Cisco TMSXE Administrator Guide Page 4 of 61

Introduction

Cisco TelePresence Management Suite Extension for Microsoft Exchange (Cisco TMSXE) is an

optional add-on to the Cisco TelePresence Management Suite (Cisco TMS) that allows you to fully

integrate the scheduling functionality of Cisco TMS with your existing Microsoft Exchange

deployment. This integration gives users the ability to schedule video conferences and invite

participants directly from their Microsoft Outlook clients while viewing availability information of

resources regardless of where meetings are created.

Pre-Installation Information

Cisco TMSXE synchronizes Microsoft Exchange calendaring and Cisco TMS scheduling by installing

components in the backend servers of an Exchange organization. By installing in the backend, all

users of the organization can benefit from a single installation. Cisco TMSXE is installed on an

Exchange 2003 or 2007 Server in the organization, and accounts integrated with Cisco TMS must be

hosted by the Information Store of that server.

Only one Cisco TMSXE installation is required per Exchange organization as long as all users have

access to the resource accounts hosted by that server. There should never be more than one Cisco

TMSXE installation in a single domain. Installations with complex security models where users cannot

see accounts across domains should contact their Cisco sales representatives for assistance planning

more complex deployments. For more information on how Cisco TMSXE integrates with your

Exchange Organization and details on server changes, please refer to the Changes and Impact of

Cisco TMSXE Installation on Existing Servers section.

Cisco TMSXE Administrator Guide Page 5 of 61

Requirements

Server Requirements

The installation requirements vary based on if you are installing on an Exchange 2003 or 2007 server.

The requirements assume you are installing on an operational Exchange Server and all Microsoft

requirements for Exchange Server are satisfied.

Exchange Server 2003 Installations

Exchange 2003 Server

w/Service Pack 2



Standard or Enterprise Editions.



Exchange System Manager must be installed on the server.



Latest Service pack recommended.

Windows Server 2003 32bit

w/Service Pack 1 or later



Standard/Enterprise/Datacenter Edition all compatible.



Server 2003 R2 also compatible.



Latest Service pack recommended.



Domain functional level Windows 2000 Native or higher.

Exchange Server 2007 Installations

Note: Microsoft only supports Exchange Server 2007 in 64bit installations for production use.

Exchange Server 2007 32bit versions are provided for testing and evaluation purposes only. The 32

bit version of Cisco TMSXE can be used with 32bit Exchange Server 2007 test environments but is

not supported for production use.

Exchange 2007 Server

w/Service Pack 1 or later



Standard or Enterprise Editions.



The Server must have the Mailbox Server role installed.



Latest Service pack recommended.



Public Folders required to use Direct Resource Booking option

or publishing custom form (optional).

Windows Server 2003 64bit

w/Service Pack 2 or later



Standard/Enterprise/Datacenter Edition all compatible.



Server 2003 R2 also compatible.



Latest Service pack recommended.



Domain functional level Windows 2000 native or higher.

Windows Server 2008 64bit



Standard/Enterprise/Datacenter Edition all compatible.



Server 2008 R2 also compatible.



Latest Service pack recommended.



Domain functional level Windows 2000 native or higher.

Domain Functional Level Note—The group permissions used on the calendars are not compatible

with the “Windows 2000 mixed” domain level. If your domain is not Windows 2000 Native Mode or

higher, you can not use the Direct Resource Booking mode until you apply your own set of

permissions on the resource calendars by logging on to each mailbox using Microsoft Outlook.

Connectivity between Exchange Server and Cisco TMS–The Integration requires that the Exchange

Server where Cisco TMSXE is installed can open a HTTP/HTTPS connection to the Cisco TMS

server. Also required is that the Mail Server Cisco TMS is defined to use, can send emails to the

Exchange server’s domain.

Cisco TMSXE Administrator Guide Page 6 of 61

Client Requirements

Microsoft Outlook 2002



Latest Service pack recommended

Microsoft Outlook 2003 w/Service

Pack 1 or later



Latest Service pack recommended

Microsoft Outlook 2007



Latest Service pack recommended

Outlook Web Access



Requires using the Asynchronous Booking Model –

Direct Resource Booking not support in OWA



TANDBERG Custom Form not available when using

OWA

Cisco TMS Requirements

Version



Latest version recommended.

Network



HTTP (HTTPS optional) connectivity from the

Exchange Server to Cisco TMS



Cisco TMS must be able to send email to the

Exchange Server’s domain

Licensing



One Exchange Integration license required per Cisco

TMS system integrated



One Application Integration license required per

Exchange Server integrated with Cisco TMS

Permissions required to perform installation

Performing the Cisco TMSXE installation requires logging into the Exchange Server as a user with

specific administrator permissions. Before continuing, verify the user account you will use to perform

the installation has the following permissions:



Windows Domain Administrator for the local domain or has delegated administrative access to

the OU in Active Directory where all accounts are to be created



Windows Administrator of the local machine you are installing on



Exchange Full Administrator if using Exchange 2003 or Exchange Recipient Administrator for

Exchange 2007 Installs

For organizations where Active Directory and Exchange permissions are segregated and no

exception can be made to use the Cisco TMSXE software, see the section Using Cisco TMSXE with

Separate Admin Roles for information on installing via manual methods.

During the installation you will also setup a service user on the Cisco TMS Server. If not reusing an

existing account for the Cisco TMS Service User, you must supply user credentials that can create a

new one. The user credentials must have the following permissions:



Be a Windows Administrator of the server Cisco TMS runs on



Have a User Profile in Cisco TMS and be a member of the Site Administrator’s group

Cisco TMSXE Administrator Guide Page 7 of 61

Installation and Upgrades

Completing the installation of Cisco TMSXE requires completing all the sections in this chapter. Each

section must be reviewed for both upgrades and new installations.

Upgrading from a previous installation

a. If you are running an earlier version of Cisco TMSXE and not changing Exchange Server

versions, you can continue with the installation steps as normal and the installer will handle your

existing version automatically.

b. If you are currently using Exchange Server 2003 and plan to upgrade to Cisco TMSXE without

changing to Exchange Server 2007, review the section Upgrading to Cisco TMSXE on

Exchange 2003 for pre-installation steps and information on changes in how your integration will

differ with the new Cisco TMSXE product before continuing.

c. If you are currently using Exchange Server 2003 and are upgrading your integration installation to

an Exchange 2007 Server, review the section Upgrading to Cisco TMSXE and Migrating to

Exchange 2007 for specific information on pre-installation needs changes in how your integration

will differ with the new Cisco TMSXE product before continuing.

Installation of Server Software

If reinstalling or upgrading the software on a server where Cisco TMSXE was previously installed, the

installer will automatically read the existing settings from the server’s registry and skip steps where it

does not need additional user input. Because of this, not all steps listed below may be shown. If any

of the previous installation’s values need to be changed, these can be changed using the

Configuration Utility post-installation.

Note: There are separate installers for 64bit installations and 32bit installations – Please use the

appropriate link for your server type.

1. Log into the Windows console of the Exchange Server where Cisco TMSXE will be installed.

Close all other running programs and any security/anti-virus software that may hinder installing

the software.

2. Launch Setup File—The Cisco TMSXE installer is located on the Cisco TMS installation media.

Open the index page by double-clicking browse.bat. Click the Install link start the installation

program.

3. Detecting a previous version—The installer will search for an existing installation of Cisco TMSXE

and if found, will prompt if you wish to upgrade the existing installation. Click Yes to continue. The

installer will automatically reuse settings it finds on the server.

4. Component Check—The installer will verify all the required Microsoft software components are

installed on the server, and if not will present a list of components that must be updated. The

installer will complete this task for you automatically (requires Internet Access), but may require a

restart of the server after the installation is complete.

5. Installation Wizard—A welcome window will appear on the screen. Click the Next button

6. Read and Accept the License Agreement—Read the License Agreement and select the ‘I accept

the terms…’ option. Click Next to continue. Selecting ‘I do not accept the terms…’ or clicking

Cancel will terminate the installation.

7. Set the installation folder—Select the destination folder where the software should be installed.

To accept the default location, click Next to continue. Otherwise, click Change to specify a

custom installation path and click Next to continue.

8. Select a Domain Controller—The installer will detect all domain controllers available to the

Exchange Server and present them in a drop-down list. The domain controller selected will used

by Cisco TMSXE software when interacting with Active Directory. Select your desired server from

the drop-down list if necessary, and click Next to continue

9. Configure the Service User for Exchange—Next the installer must configure the service account

to use on the Exchange Server. The installer’s choices will vary depending if an existing service

account is found and if not, what choices you make to specify a new account. Each path is

outlined below:

Cisco TMSXE Administrator Guide Page 8 of 61

Note: The service account used must be allowed to have the Log on as Batch Job permission in the

local security policy. Ensure there are no Group Policies that would override the configuration of this

permission.

Installer finds an existing account

If a service account exists from a previous installation or manual configuration, it will be detected, and

you will be prompted to accept the existing user.

To not re-use this account, you must:

1. Click Cancel

2. Either:

a. Remove the custom attribute from the account’s mailbox

b. Delete the account and mailbox altogether

3. Restart the installation.

To reuse the detected user:

1. Click Next.

2. Let the Cisco TMSXE software know the password for the service user by choosing to either:

a. Reset the Password to a strong password

b. Supply a new password

c. Supply the existing password to the account.

3. Fill in the password fields if necessary.

4. Click Next to continue.

No Existing Account Found

If no pre-configured service account is found, the installer will prompt ask whether you wish to create

a new account, or reuse an existing Active Directory account. The installer’s steps will update

depending on the option chosen.

Cisco TMSXE Administrator Guide Page 9 of 61

Creating a new service account (Recommended)

1. Select I want the installer to create the account and click Next

2. Specify the OU where the account should be created. Click the Browse button to locate which

Organizational unit the account should be placed in. Select the OU you wish to use, or click New

to create a new OU. Click OK when you have made your selection. Then click Next to continue.

3. Select which mailbox store should be used for the mailbox of the account. The drop-down list will

show all available databases on the local Exchange Server. Select one and click Next to

continue.

4. The installer will now create a new account TMS-Service with a strong password in the specified

OU with a mailbox configured as needed for use with Cisco TMSXE in the mail database

specified.

Using an existing domain account (Manual Configuration)

1. Select I want to use an existing domain account. To use this option, the existing account must be

a member of the local domain, must not have an existing mailbox on another server, and must

have the Log on as Batch Job permission in the server’s Local Security Policy. (See

http://technet.microsoft.com/en-us/library/cc739028.aspx for assistance on assigning user rights

for your local computer). Click Next to continue.

2. Click the Browse button to open a directory browser. You may also use the Search button to

locate the existing account. Select the account and click OK.

3. The screen will update to show your selected account. Click Next to continue.

4. Select which mailbox store should be used for the mailbox of the account. The drop-down list will

show all available databases on the local Exchange Server. Select one and click Next to

continue.

5. Set the Service User’s password. The Cisco TMSXE software must know the password for the

service user. Select from the available options: Reset the Password to a strong password, Supply

a new password, or Supply the existing password to the account. Make your selection, filling in

the password fields if necessary and click Next to continue.

6. The installer will create or update the user’s mailbox in the specified database store and

configure it for use with Cisco TMSXE.

7. Select the Service Account for Cisco TMS. Next, the installer must configure the service account

to use on the Cisco TMS Server. You have the option to let the installer detect a previously used

account and create a new account if needed (recommended), or manually specify an existing

account on the Cisco TMS Server. The installer’s steps will update depending on your selection.

Either:

a. Select Let the installer create a service account if needed and click Next.

Cisco TMSXE Administrator Guide Page 10 of 61

i. Enter the network address to the Cisco TMS server, along with a set of user credentials

that has the appropriate administrator permissions on the Cisco TMS server as outlined

in the start of this section. The Use HTTPS checkbox can only be used if your server

has been configured to use HTTPS

. Click Next to continue.

ii. The installer will look for an existing service user account on the Windows server based

on your domain’s email. If one is found, the installer will re-use it, otherwise the installer

will create a new one. If needed, the installer will create a local Windows user account

tmsconfuser on the Cisco TMS server, setup a Cisco TMS profile for the user, and

assign it permissions within Cisco TMS needed to operate with Cisco TMSXE.

b. Select I have created a service user on the TMS server and click Next.

i. Enter the network address to the Cisco TMS server, along with the user name and

password of the existing service account. The Use HTTPS checkbox can only be used if

your server has been configured to use HTTPS

. Fill in the fields and click Next to

continue.

ii. When reusing an existing account, the user’s Cisco TMS profile must be configured for

Cisco TMSXE manually. Open a web browser and log into your Cisco TMS server with a

username that is a Site Administrator. Edit the user’s profile under Administrative

Tools >User Administration > Users. In the account’s profile, set Exchange

Integration Service Account to Yes. Set the user’s email address to the Exchange

Service Account’s (the TMS-Service user) email address. Ensure the user is a member

of a Cisco TMS group that has the Book on behalf permission set in the Group

Permissions. Save the changes to the user’s profile. You can close your web browser

and return to the Cisco TMSXE installer.

10. Start Installation—The installer now has all the information needed to complete the installation.

Click Install and the installer will complete the necessary software and configuration setup on the

Exchange Server.

11. Finish installation—When complete, a Finish screen is displayed. Leaving the checkbox marked

will automatically launch the Configuration Utility so that the next portion of the installation can be

completed. Click Finish to close the installer and launch the Configuration Utility to complete the

next phase of the installation.

Initialization of Resource Accounts

Each Cisco TMS system that you wish to be scheduled from Exchange will have a Domain user

account and mailbox in the Exchange environment. The accounts must be configured with specific

properties and settings to operate with Cisco TMSXE.

The Configuration Utility installed as part of Cisco TMSXE allows creation, configuration, and

management of these accounts. Additionally, the Configuration Utility is the tool used to change any

behaviors of the Cisco TMSXE installation. The configuration utility can be found in the Start Menu,

under Programs > TANDBERG > TANDBERG eXtensions for Microsoft Exchange > TANDBERG

Configuration.

As part of a first time installation, you must configure and initialize the Exchange mailboxes that will

represent the Cisco TMS systems to integrate. For upgrades, your existing accounts will automatically

be reused, but launching the Configuration utility is required to allow the diagnostics to be run on your

existing accounts. If no new accounts are to be added, upgrade users can skip to the next section

when they have opened the Configuration utility at least one time and allowed the tool to repair their

existing accounts.

To fully use the Configuration utility, the logged in user must be a Domain Administrator and

Exchange Full Administrator (or Exchange Recipient Administrator for Exchange 2007 Installs).

Please see the document Implementing Secure Management (HTTPS) for more information on configuring

TMS for HTTPS

Please see the document Implementing Secure Management (HTTPS) for more information on configuring

TMS for HTTPS

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