Exchange 2010 Stet By Step
Installation
System Requirements
First, you need to make sure that
your Active Directory (AD) environment and your Exchange server meet the
minimum requirements:
·
AD forest functional level is
Windows Server 2003 (or higher)
·
AD Schema Master is running Windows
Server 2003 w/SP1 or later
·
Full installation of Windows Server
2008 w/SP2 or later OR Windows Server 2008 R2 for the Exchange server itself
·
Exchange server is joined to the
domain (except for the Edge Transport server role)
Prerequisites
In this example we are going to
install Exchange 2010 on a Windows Server 2008 R2 operating system. Before
installing Exchange we need to install some Windows components. It's important
that you don't miss anything here because the Exchange 2010 installer does not
provide very good feedback if Server 2008 R2 is missing required components.
2.
Add the appropriate Windows
components/features
3.
Open PowerShell via the icon on the
task bar or Start >> All Programs >> Accessories >> Windows
PowerShell >> Windows PowerShell. Be sure that PowerShell opened with an
account that has rights to install Windows components/features.
4.
Run the following command: Import-Module ServerManager
5.
For a typical install with the
Client Access, Hub Transport, and Mailbox roles run the following
command: Add-WindowsFeature
NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,RPC-Over-HTTP-Proxy
-Restart. For a full matrix of the required Windows components with
regards to the Exchange server roles see: http://technet.microsoft.com/en-us/library/bb691354.aspx#WS08R2
6.
If your Exchange server will have
the Client Access Server role set the Net.Tcp Port Sharing Service to start
automatically
·
Open PowerShell via the icon on the
task bar or Start >> All Programs >> Accessories >> Windows
PowerShell >> Windows PowerShell. Be sure that PowerShell opened with an
account that has rights to modify service startup settings.
·
Run the following command: Set-Service NetTcpPortSharing -StartupType Automatic
Exchange 2010 Installation
Now we're ready to run the Exchange
2010 installer. We'll go through a typical installation that includes the
Client Access, Hub Transport, and Mailbox roles. This is what you will want to
install if you are only going to be running one Exchange server. If you scale
out your Exchange architecture with multiple servers then you will want to
familiarize yourself with the Exchange server roles for a proper deployment.
1. Logon to the desktop of your soon to
be Exchange server with a Domain Admin account.
2. Run setup from the Exchange 2010
media.
3. Click on "Step 3: Choose
Exchange language option" and choose one of the options (Install only
languages from the DVD will be fine in most cases).
4. Click on "Step 4: Install
Microsoft Exchange."
5. Click Next at the Introduction page.
6. Accept the license terms and click
Next.
7. Make a selection on the Error
Reporting page and click Next.
8. Stick with the default "Typical
Exchange Server Installation" and click Next.
9. Choose a name for your Exchange
Organization and click Next.
10. Make a selection on the Client
Settings page and click Next.
11. If you want your Exchange server to
be available externally then choose a domain name such as
mail.myorganization.com, click Next.
12. Make a selection on the Customer
Experience Improvement Program page and click Next.
13. If all the prerequisites are there
then you can click Install.
14. Grab a cup of coffee or take a walk
while the installation process does its thing.
15. When the installation has finished
go back to the Exchange installation page click on "Step 5: Get critical
updates for Microsoft Exchange."
16. Install Microsoft Update (if
necessary) so that Windows update will check for non-OS updates, and verify
that there are no Exchange updates.
Configuring
incoming email in SharePoint 2010 with Exchange – Step by Step Guide
Today we continue down our journey in setting up our SharePoint 2010 farm, with the focus on configuring incoming email for SharePoint 2010. When SharePoint 2007 was released, there was a lot of discussion and rumors around Exchange 2007 being the last version of Exchange to provide Public Folder support, and that SharePoint 2007 was going to be it’s alternative. Microsoft quickly changed its stance and continues to support Public folders in Exchange 2010. However, there still might be a number of compelling reasons why you would want to consider storing incoming email messages in SharePoint 2010 document libraries, instead of public folders. You can read more about the benefits of using email-enabled SharePoint libraries in one of my article’s here.
In today’s post, I will provide you with a comprehensive step by step guide in configuring your SharePoint 2010 server in conjunction with Exchange 2010, to provide successful delivery of incoming email directly to your SharePoint Web Applications.
The
environment
- Windows
2008 R2 server running Active Directory Domain Services
- Windows
2008 R2 server running SQL 2008 R2
- Windows
2008 R2 server running SharePoint 2010 RTM
- Windows
2008 R2 server running Exchange 2010 RTM
- Windows
7 client running Office 2010 RTM
The
SMTP service
Navigate to your Start Menu / Administrative Tools / Server Manager. Click on the Features node and select Add Feature. Scroll down and select SMTP Server and click on Add Required Role Services.
Click Next, Next and Install.
Click Close
We now need to install the II 6.0 Management Tools on our Windows 2008 R2 server in order to configure our SMTP service. If IIS 6.0 Manager is not already installed you must do so via, Start / Administrative Tools / Server Manager. Click on the Roles node and select Role / Add Role Services. Then select Management Tools and IIS 6 Management compatibility. Click Install.
We can now launch the IIS 6 Manager via Start / Administrative Tools.
Right click on SMTP Virtual Server #1 and select properties.
Under the General tab, I have enabled logging and encourage doing so at the start in the event we need to do some troubleshooting. You can turn logging off after successful testing.
Click on the next tab, “Access”.
Click on “Authentication” and ensure that Anonymous access is selected.
Next, click on “Connection” and ensure “All except the list below” is selected.
Finally, click on “Relay”, and ensure that “Only the list below” is selected and that “Allow all computers which successfully authenticate to relay, regardless of the list above” is also checked.
Now click on the Messages Tab and make any necessary adjustments that you see fit, such as potentially increasing the message size to allow for the delivery of larger emails with attachments into your SharePoint Libraries and Lists.
Next click on the Delivery Tab in which I normally leave all the defaults in place.
We can skip the LDAP routing tab as there are no settings required to be configured in this area.
Lastly, the Security tab should list the default permissions as per the below. No changes are necessary in this area.
We next journey into the “Domains” are within IIS 6 Manager and a domain name should be listed, which by default is the fully qualified domain name of the machine.
Right click on the Domain Name and select properties and take note of the Drop directory.
Finally, we now just need to confirm that our SMTP service is set to start automatically in the event the server is restarted. I can tell you now that the service is by default set to Manual.
Venture into Start / Administrative Tools / Services.
Scroll down your list of services and ensure that the Simple Mail Transfer Protocol (SMTP) is set to Start-up type, Automatic.
We have now completed the configuration of our SMTP service on our SharePoint Server.
Exchange
2007/2010 Connectors
My instructions and screen captures below are from an Exchange 2010 server which are pretty much identical and applicable to Exchange 2007.
Let’s begin by launching the Exchange Management Console / Organization Configuration / Hub Transport.
Click on Send Connectors / Actions / New Send Connector.
Type in a descriptive name for your Send Connector and then select Internal as the type.
Click Add and enter the Address space as the fully qualified domain name of the server where the SMTP service is installed (i.e. your SharePoint Server)
Click Next
Enter the IP address of the server which also hosts the SMTP service.
Click Next
Select “None” as your smart host authentication settings
Click Next
Ensure your Hub Transport Server has been added.
Click Next
Click New and then click Finish
The end result will be that the Send connector will route email to the SMTP service sitting on our SharePoint Server.
The
Directory Management Service
SharePoint 2010 allows you to leverage Active Directory Domain Services (AD DS) so that contacts that are created when you email enable document libraries or lists are stored in a designated Organizational Unit within your AD DS infrastructure. So why would you want to enable Directory Management Service? Purely for the fact that by storing these contacts in AD, you are allowing your users to locate email enabled libraries and lists easily from within their Outlook Address book.
Let’s begin by creating an Organizational Unit in Active Directory.
From your Active Directory server, click Start / Administrative Tools / Active Directory Users and Computers.
Right click on your domain object and select New / Organizational Unit
Type in a descriptive name
Click Ok.
The next step is imperative and very important that we get this right. I have seen on many occasions where incorrect permissions were applied and all sorts of problems were encountered when libraries or list were email enabled.
In summary, we need to provide our Central Administration Application pool identity account specific permissions to our recently created Organizational Unit to be used for creating and deleting contacts for our SharePoint 2010 libraries and lists when they are either email enabled or email disabled.
Right click on the recently created Organizational Unit and click on Delegate Control. This will invoke the Delegation of Control Wizard.
Click Next.
We will now add the Central Administration application pool account which you can confirm from IIS Manager as per the below screen capture.
Add the necessary Account.
Click Next.
Click Create a custom task to delegate.
Click Next
Click “This folder, existing objects in this folder, and creation of new objects in this folder’.
Click Next
Click on Create All Child Objects and Delete All Child Objects.
Click Finish.
Before we finish off our configuration of AD DS and the Directory Management Service we need to provide our Central Administration application pool account with Delete Subtree permissions.
We need to ensure that “Advanced Features” from within Active Directory Users and Computers (ADUC) is active before we venture into the security tab of our SharePoint organizational unit. If you do not enable Advanced Features, the security tab will not be visible.
From within ADUC, click on View and select Advanced Features.
Right click on our SharePoint 2010 Organizational Unit and select Properties.
Click on the Security Tab / Advanced /and Edit the CA Application Pool Identity Account.
Select Allow for “Delete Subtree”
Click on OK and Apply.
After assigning these permissions, you must run IISRESET on your SharePoint server.
Configuring
Incoming e-mail settings in Central Administration
Select Yes to “Enable site on this server to receive e-mail”
Select “Automatic” for Setting mode.
Select “Yes” to use the SharePoint Directory Management Service to create distributions groups and contacts.
Enter your Active Directory container details, i.e. the Organizational Unit container that we created specifically for our SharePoint 2010 contacts.
Ensure that your SMTP server details are correct, this should be the fully qualified domain name of your SMTP service that was installed on your SharePoint Server.
Finally, ensure “Accept mail from all e-mail servers” is selected.
Click OK.
Please note that this process will configure the necessary permissions on the email drop folder listed in IIS 6 Manager. In summary, the following permissions are added;
WSS_Admin_WPG – Full Control and
WSS_WPG – Read & Execute / List folder Contents / Read
Ensure that these accounts are added successfully and on the rare occasion in which it isn’t, you will need to add them manually.
Testing
the configuration
Click on Incoming e-mail settings.
Select “Yes” to allow this document library to receive e-mail.
Select your email attachment options and ensure that Save original e-mail is set to Yes.
Lastly, ensure that you Accept e-mail messages from any sender is selected.
Click OK.
This is your first step to ensure that all of the above configuration is in place. If you do receive an error, it’s most likely going to be permissions related against your Organizational Unit, i.e. SharePoint may not have the privilege to add the contact in Active Directory.
Let’s navigate back to ADUC and confirm that our “testing” contact is created under the SharePoint 2010 Contacts Organizational Unit.
Let’s next navigate to our Exchange 2010 server and ensure it is also listed there with an SMTP address against it.
Launch your Microsoft Exchange Management console and navigate to Recipient Configuration / Mail contact.
Right click on the Contact and select Properties / E-Mail Addresses.
Ensure that both an internal and external routable email address is listed.
From your favorite email client, send a test email to the document libraries’ external SMTP address.
Navigate to your recently email enabled document library and hopefully after a couple of minutes (SharePoint Job timer service delay) you should have received your test email.
Well! That’s all that is to it, from start to finish. Apart from sending a test email, there are a couple of other scenarios that you should test to ensure complete seamless integration with the SharePoint 2010 Directory Management Service. Within the same document library, modify the email address to something different and ensure that this change also flows through to Active Directory. You should also try disabling incoming email from that same library and ensure that the contact is completely removed from Active Directory. If you pass all of these tests scenarios, then we are comfortable in knowing that the correct delegation was provided to our Central Administration Pool Account against our SharePoint Contacts Organizational Unit.
Creating a New Receive Connector for SharePoint outgoing email
Note that the Send Connector was created
under the Hub Transport settings of the Organization Configuration. Receive
Connectors, on the other hand, fall under the Hub Transport settings of the
Server Configuration. Go there now and, in the right-hand panel, click New
Receive Connector
·
Give it a name and choose the
intended use for that connector (e.g. Custom). Click Next.
·
Leave
the Local Network settings as is. Click Next.
·
When you’re already in the Remote
Network Settings window, select a range of IP addresses in the list box to
change it. Basically, a single item is a range of IP addresses of servers from
which mail will be received.
·
You’ll need to enter the IP address
of the SMTP server (the SharePoint Server in this case) for the Start
Address, as well as an End Address in case you have additional
servers in play.
·
Click OK. Then click Next.
·
In the next window, click New
to commence creation of the new connector.
·
When the process completes, click Finish.
·
Once inside the SharePoint
Outgoing Properties window, navigate to the Permission Groups tab
and check Anonymous users. Click OK.
·
With that, your Receive Connector
will now be ready to go.
·
Next, we’ll show you how to
configure your outgoing email settings from Central Administration.
·
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