OpenScape Office V3 interaction with Microsoft Small Business Server 2011 Standard

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2 Introduction: To give you an overview, what this configuration manual is about, you might first want to know, what benefit the functionality ill gi e ou he ou perfor this o figuratio ithi our OpenScape Office V s ste a d the Microsoft all Busi ess er er ta dard : Exchange Calendar Integration: When users set appointments in their Microsoft Outlook calendar, the OpenScape Office V3 system will automatically check for keywords in the calendar appointment subjects like: Meeti g, i k, Break, Gone Out, Vacation, Lu h, Gone Ho e a d Do Not Disturb. If such a keyword is found, the OpenScape Office V3 will set the users presence status automatically when the appointment time is reached, even if the Microsoft Outlook session of this user is not active anymore. The user just simply configures his appointments with these keywords and OpenScape Office V3 will set his telephone presence status automatically and will forward calls to his voic or for example to his cellphone, depending on the set presence status and the from the user desired forwarding target. The user can also configure in a general client setting, if his prese e status should e s it hed a k to Offi e prese e status he the appoi t e t time has ended. Public Folder Contacts search: Many companies use public contact folders in Microsoft Exchange, where contacts are stored, that should be reached from every Microsoft Outlook user connected to this Microsoft Exchange server. With the in this manual described central configuration, the OpenScape Office V3 client applications will be able to search for such public folder contacts in the Microsoft Exchange server too and allow the users to use these public folder contacts then also in the OpenScape Offi e V lie t appli atio s like Portal for Outlook, Portal for Desktop a d the Fa Pri ter when they use the clients search function. forwarding: With this configuration option, the OpenScape Office V3 will be able to send s to the in the Microsoft Small Business Server 2011 Standard included Microsoft Exchange Server This will enable your users to receive s for new voic s, faxes or conference calls with the ability to perform an automatically from OpenScape Office V3 created WebCollaboration session (WebCollaboration is available in OpenScape Office V3R2 only). OpenScape Office V3 will generate s for such actions and will keep users updated also via if such new notifications arrive in their OpenScape Office message box. Are you interested now? Then please follow this little manual carefully to enable these OpenScape Office V3 functions in combi atio ith your Microsoft S all Busi ess Ser er Sta dard Seite 2 von 20

3 The following steps describe how to connect an OpenScape Office V3 system to a Microsoft Small Busi ess er er ta dard to use the following OpenScape Office V3 functions: Exchange Calendar Integration Public Folder Contacts search forwarding from OpenScape Office V3 to the in the Microsoft Small Business Server 2011 Standard integrated Microsoft Exchange Server 2010 Preconditions: Microsoft Small Business Server 2011 Standard Microsoft Outlook Web Access (OWA) in use Microsoft Exchange Public Folder Contacts in use Users with mail-addresses assigned in use The OpenScape Office system is running in version V3 Notes: The test was done with Microsoft Small Business Server 2011 Standard. All available Microsoft Updates and Service Packs installed. In this example the Microsoft Small Business Server 2011 Standard has the following IPaddress: Please change this value to match usto er s environment. The OpenScape Office V3 system ip-address in this example is.... The domain name of the Microsoft Small Business Server 2011 Standard in this example is set to: domain.net. Please ha ge this alue to at h usto er s e iro e t setti gs. In this test 2 additional Microsoft Windows XP with Microsoft Outlook 2010 computers were used as test user accounts. You will find these as TestUser1 and TestUser2. The user OSOV3 is used in this example as Service Account with the role privilege for ApplicationImpersonation which is used to give the OpenScape Office V3 access to the mailbox database of the Microsoft Exchange Server This user has to be added to your Active Directory. It requires also a configured mail-address. The Microsoft Small Business Server 2011 Essentials version will not be able to use with the OpenScape Office V3, because this server version has no Microsoft Exchange Server The integration test was successfully done with OpenScape Office V3R1 and V3R2. The here in this manual shown screenshots are taken from an OpenScape Office V3R2. Seite 3 von 20

4 These steps grant OpenScape Office V3 access to Microsoft Small Business Server 2011 Standard: Add the user OSOV3 to our A ti e Dire tor user directory like shown below and assign a valid mail-address: OSOV3@domain.net On the Microsoft Small Business Server 2011 Standard server please use the Wi do s all Busi ess er er ta dard Co sole to add the user O OV Seite 4 von 20

5 et a pass ord for the e user O OV a d fi ish the steps to add the user Seite 5 von 20

6 In Microsoft Exchange Management Shell enter the following command line: New-ManagementRoleAssignment -Name:impersonationAssignmentName -Role:ApplicationImpersonation -User:OSOV3 Syntax description: New-ManagementRoleAssignment -Name:impersonationAssignmentName -Role:ApplicationImpersonation -User: [privileged user] On the Mi rosoft all Busi ess er er ta dard ser er please ope the Mi rosoft E ha ge Ma age e t hell a d he the o a d pro pt is sho, add the a o e named command line. Note: It might take a couple of minutes until Exchange configuration modifications are active for the configured user OSOV3. The time you will need to perform the next shown steps should normally be enough to have the configuration active in the Exchange server. Seite 6 von 20

7 Apply the following changes in the OpenScape Office to connect it to the Microsoft Small Business Server 2011 Standard server: Login into the OpenScape Office V3 Assistant and please navigate to: Expert Mode Application Suite UC Suite Server Exchange Assign the Exchange Server configuration as shown in the example below according to usto er s e iro e t setti gs: Server URL: User name: Password: osov3 OSOV3 user password Syntax description: Server URL: User name: Password: Privileged user set in Active Directory Privileged user password set in Active Directory These changes will enable access of the OpenScape Office V3 to the Microsoft Exchange Server 2010 within the Microsoft Small Business Server 2011 Standard for the Exchange Calendar Integration and the Microsoft Exchange Public Folder Contacts search. Seite 7 von 20

8 The following configuration will enable the mail-access from OpenScape Office V3 to Microsoft Exchange Server In OpenScape Office V3 Assistant please navigate to: Service Center Forwarding Assign the Exchange Server configuration as shown in the example below according to usto er s e iro e t setti gs: Add the o figuratio ith the follo i g s ta a d sa e the o figuratio ith OK & Ne t : Outgoing Mail Server (SMTP): Checkbox TLS/SSL: User name: Password: Confirm Password: Address: The SBS2011 server ip-address Check this setting, for usual configured SBS2011 Privileged user set in Active Directory Privileged user password set in Active Directory Privileged user password set in Active Directory Mail address of the privileged user You can he k the ail fu tio ith the utto Che k for ardi g fro Ope ape Offi e. Seite 8 von 20

9 Finally the OpenScape Office client settings need to be configured: I the Ope ape Offi e lie t of Portal or Portal for Outlook please navigate to: Setup Personal Details My Personal Details Add the users E ail address if ot alread do e for TestUser1 Seite 9 von 20

10 Add the users E ail address if ot alread do e for TestUser Notes: This setti g a e do e also ithi the UC uite User Directory web page. To perform this action in the OpenScape Office V3 Assistant and please navigate to: Setup UC Suite User Directory Select and edit the user related to the SBS user and add the address. Save the setting. A configured valid mail-address is needed for the usage of the Exchange Calendar Integration and also for the optional mail notification when the user receives a message from OpenScape Office. Ope ape Offi e ill auto ati all se d a Wel o e -mail to all new entered mailaddresses within this configuration. Seite 10 von 20

11 Co figuratio of the Calendar Integration feature i the lie t appli atio s: I the Ope ape Offi e lie t of Portal or Portal for Outlook please navigate to: Setup My Preferences Outlook Connectivity Set E ha ge Cale dar I tegratio, a ti ate the he k o Auto ati ally generate calendar appoi t e ts fro prese e ha ges a d sele t E ha ge P T for TestUser Seite 11 von 20

12 Set E ha ge Cale dar I tegratio, a ti ate the he k o Auto ati all ge erate ale dar appoi t e ts fro prese e ha ges a d sele t E ha ge P T for TestUser2 Notes: This setti g a e do e also ithi the UC uite Profiles fu tio to set the optio for multiple users at the same time. To perform this action in the OpenScape Office V3 Assistant and please navigate to: Setup UC Suite Profiles Add a profile there, change the above named setting, save and deploy the profile to the users that should use this feature. Further details for the usage of the Microsoft Exchange Calendar Integration feature in the OpenScape Office clients can be found in the manual of the OpenScape Office clients itself. Seite 12 von 20

13 With the following optional setti g Auto a k to offi e each user can decide, if his presence status should be ha ged a k to Offi e status, he the appoi t e t ti e has e ded: In the OpenS ape Offi e lie t of Portal or Portal for Outlook please navigate to: Setup My Preferences Miscellaneous et the Auto a k to offi e optio for TestUser1 Seite 13 von 20

14 et the Auto a k to offi e optio for TestUser2 Notes: This setting can be do e also ithi the UC uite Profiles fu tio to set the optio for multiple users at the same time. To perform this action in the OpenScape Office V3 Assistant and please navigate to: Setup UC Suite Profiles Add a profile there, change the above named setting, save and deploy the profile to the users that should use this feature. Further details for the usage of the Microsoft Exchange Calendar Integration feature in the OpenScape Office clients can be found in the manual of the OpenScape Office clients itself. Seite 14 von 20

15 If you have carefully followed all above named steps, the full functionality should be available now. In case you need to do some troubleshooting, here are some hints to check in your environment to get the functionality: Sporadically the Calendar Integration Feature does not get in service automatically after initial configuration. A reset of the OpenScape Office V3 OSO application will force a proper reconnect and might solve this problem. Please navigate in the OpenScape Office V3 Assistant to: Service Center Restart/Reload Restart Application Please wait until the OSO application is started up and perform test again. Most configuration problems in the past were related to authorization with the added ser i e user a ou t O OV. Please check the user authorization to the set url: Open a browser and enter the exact same link and username/password combination: Server URL: User name: Password: osov3 OSOV3 user password When the authorization is granted you should be forwarded to a XML page that should look similar like this: If you cannot reach this page, there seems to be account problem in the Active Directory ith the used user O OV. Please check the settings there. Seite 15 von 20

16 Check the network connection between to the OpenScape Office and the Microsoft Small Business Server 2011 Standard server with a ping command: On the SBS2011 server open a CMD shell a d e ter pi g... a d he k result. In the OpenScape Office Assistant please navigate to: Expert Mode Telephony Server Routing IP Routing ICMP Request Ping Enter the SBS2011 ip-address..., li k e d a d he k the result. The following settings are default settings in a Microsoft Small Business Server 2011 Standard server installation. If you have still functions problems after checking the before named steps, please ensure the installed status of Basi Authe ti atio a d Wi do s Authe ti atio i the We ser er II role ser i es setti gs as shown in the picture below: Ope the er er Ma ager a d a igate to the Roles a d the to We er er II. Check the installed status of: Security Basis Authentication and Secutity Windows Authentication Seite 16 von 20

17 The following settings are default settings in a Microsoft Small Business Server 2011 Standard server installation. If you have still functions problems after checking the before named steps i We ser er II o figuratio a igate to < er er a e> ites Default We ite EW, set Authe ti atio ith a right li k Wi do s Authe ti atio, sele t Pro iders, he k / add NTLM pro ider a d appl these ha ges: Ope the er er Ma ager a d a igate to the Roles a d the to We er er II. E pa d I ter et I for atio er er a d navigate in the middle navigation to <Server name> Sites Default Web Site EWS Open Authe ti atio ith a mouse dou le li k Seite 17 von 20

18 a d ith a right li k o Wi do s Authe ti atio, sele t Pro iders Seite 18 von 20

19 Che k / Add NTLM pro ider a d appl these changes. If you still cannot use the full functionality afterwards, some other problem might be in the configuration or environment. Please check all before named settings carefully again and if this will not solve your problems, please contact the support. Seite 19 von 20

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