Admin Guide Apptix OnDemand Administration Console Panel

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1 Admin Guide Apptix OnDemand Administration Console Panel

2 AOD Administrator Console / Table of Contents Page 2 of 109 Table of Contents DOCUMENTATION OVERVIEW... 4 TERMINOLOGY... 4 What is an Account... 4 What is a Subscription... 4 What are Resources... 4 DOCUMENTATION TYPOGRAPHICAL CONVENTIONS... 5 ADMINISTRATOR CONSOLE PANEL GENERAL USE... 6 LOGGING INTO THE SYSTEM... 6 MULTIPLE SUBSCRIPTION SERVICES... 7 NAVIGATION... 7 MANAGING DOMAINS... 8 EXISTING DOMAINS... 8 Add existing domain registered elsewhere... 9 Add New Subdomain MANAGING DNS RECORDS (MX, A, CNAME, ETC.) EXCHANGE ADDING MAILBOXES TO YOUR EXCHANGE ACCOUNT Importing Mailbox Information CONFIGURING ALIAS(ES) -- ADDITIONAL ADDRESSES FOR A MAILBOX CONFIGURING FORWARDING MANAGING MAILBOX LIMITS ADDING A CONTACT TO EXCHANGE CREATING DISTRIBUTION LISTS ADDING A MAILBOX TO A DISTRIBUTION LIST MAILBOX PERMISSIONS MAILBOX SEND AS RIGHTS PUBLIC FOLDERS Adding Top Level Public Folders Enable Public Folders STORAGE USAGE REPORT CONFIGURING WIRELESS SERVICES CONFIGURING BLACKBERRY ENTERPRISE SERVICE (BES) Resetting BlackBerry Devices CONFIGURING GOOD MOBILE MESSAGING (AKA GOODLINK) CONFIGURING ACTIVE SYNC MANAGING SHAREPOINT SITES CREATING A SHAREPOINT SITE MANAGING SHAREPOINT USERS MANAGING SHAREPOINT ADMINISTRATORS GLOBAL RELAY ARCHIVING ACTIVATING GLOBAL RELAY SELECT MAILBOX(ES) TO BE ARCHIVED SERVICE USERS ADD SERVICE USERS CHANGE DOMAIN OF SERVICE USERS MODIFY CURRENT SERVICE USERS STATISTICS & ANALYSIS... 73

3 AOD Administrator Console / Table of Contents Page 3 of 109 RESOURCE USAGE MANAGING YOUR ACCOUNT (MY ACCOUNT) UPDATING ACCOUNT CONTACTS ADDING OR DELETING ADMINISTRATOR USERS BILLING DOMAIN MANAGEMENT Register New Purchasing a Domain Transfer Existing Renew SUBSCRIPTION MANAGEMENT Expire Soon Expired Subscriptions Renew Subscription Buy New Subscription UPGRADE WIZARD Buy Additional Resource Change Subscription Plan MY FINANCIAL INFO Invoice History Open Orders Payment Methods MY CONTACT INFO Account Info Personal Info Users Notification Methods END-USER APPTIX ONDEMAND CONTROL PANEL ACCESS LOGGING INTO THE SYSTEM (AS AN END-USER) RESETTING YOUR PASSWORD CHANGING CONTACT INFORMATION VIEWING EXCHANGE SETUP INFORMATION ADDING ALIAS ADDRESSES ENABLING FORWARDING PLEASE NOTE: This Apptix On Demand Administration Control Panel Guide is updated frequently as features are added to the Admin Console. Periodically please check for updates which can be found by logging into the Admin Console and selecting the Help and Support menu option. IMPORTANT: Additional support resources may be found by using the Apptix Knowledge Base which contains help articles on the Admin Console, as well as help articles related to all of the hosting services provided by Apptix. You may access this self-help knowledge base from any browser by accessing the following URL: DOCUMENT REVISION DATE: February 26, 2009

4 AOD Administrator Console / Introduction Page 4 of 109 Welcome to the Apptix OnDemand Administrator Control Panel The ApptixOnDemand (AoD) account control panel is your gateway to all of the administrative functions that you can perform on your Apptix account, including billing information, adding domains to your account, ordering new services (such as additional mailboxes or storage), creating and editing mailboxes, adding mailbox aliases, creating distribution lists, adding external contacts to your company directory, and more. Documentation Overview The primary audience for this Apptix Administration Control Panel User Guide are account administrators who are responsible for setting up hosting services for users in your company. To better use this guide please review the following which will help you understand the information presented in this documentation. Terminology Prior to using this Apptix Administration Control Panel User Guide please note the following information which will help you use this guide and understand some of the terminology associated with Apptix hosted accounts. What is an Account An account is a membership in the Apptix Administration Console Panel (Admin Console). An account keeps track of personal information, such as a user profile, billing history, purchases, etc. A number of users may be registered to manage an account. Each registered user may be granted different access rights within the Admin Console. What is a Subscription A subscription is a package, or bundle, of hosting services provided by Apptix to the customer, with pre-set prices and terms of service including upgrades/downgrades availability, refunds policy, subscription periods, and a variety of other settings that depend on the type of services. Services included in a service plan are typically a combination of features (Exchange mailboxes with spam prevention, etc.) along with a quantity of the service provided. Complementary services can be added optionally during the initial purchase or later, after the subscription is setup, as an add-on Resource What are Resources A Resource is an itemized service that can be added, or subtracted, from the batch of services that define a Subscription

5 AOD Administrator Console / Introduction Page 5 of 109 Documentation Typographical Conventions The following formatting conventions are used throughout this guide. FORMATTING CONVENTION TYPE OF INFORMATION EXAMPLE Bold Used to identify screen names and input fields. The Add New Domain screen is displayed which [Bold brackets] Bold Menu Navigation Options Used to identify buttons and icons on a screen which are used to accept data input or navigate to a new screen. Used to define a series of menu options selected in order. Each individual menu choice is separated by the divider icon. Complete this screen and click the [Next >>] button. To make new domain purchases utilize the Billing Domain Management Register New function from the main menu. Dark Blue Underline Used to identify a hyperlink on a screen. Click on any of the Select links under the Select column in order to access that subscription s main menu screen. Bold Italic Bright Blue Used to identify a hyperlink to a different section of the documentation guide. Click on these links to quickly access the referenced information. To make new domain purchases utilize the Billing Domain Management Register New function from the main menu >> Clicking on the link above will take you to the documentation guide page where this information can be found.

6 AOD Administrator Console / Introduction Page 6 of 109 Administrator Console Panel General Use There are a few basics that you will encounter repeatedly when using the Apptix OnDemand Administrator Control Panel. This section quickly reviews how to log into the system, how to access your subscription services for those accounts with multiple subscriptions, and how to search for specific Users/Items within the Admin Console screens. Logging into the System 1) Go to the AoD Website at You should see a log-in screen similar to the one below. Enter your administrative login (not your actual mailbox ID or address) that you created when you signed up for the Apptix service. Type your username and password, and click the [Login] button. Contact Apptix Support at if you have trouble logging into the Control Panel. 2) Once you have successfully logged in, most users will see the Hosting Configuration & Administration screen, similar to the one below. From this screen, you can make changes to your Exchange mailboxes, SharePoint sites, or domains, etc. Along the topmost blue menu ribbon you will find the main navigation to various sections of the Admin Console: Hosting: Access the control panel to manage your hosting services My Account: View, edit, and manage information related to your account. Billing: Review past bills or change your credit card information, etc. Select Subscription: Toggle between access to your various subscriptions with Apptix Help & Support: Obtain access to support resources Logout: End your Admin Console session

7 AOD Administrator Console / Introduction Page 7 of 109 Multiple Subscription Services Optionally, for those accounts with multiple subscriptions, you may view and access your subscription services by selecting the Select Subscription menu item. From this screen you can toggle between subscriptions or set any of the subscriptions as your default view when first logging into and accessing the Control Panel: Click on any of the Set as default links under the Default column to identify the subscription to be displayed when first accessing the AoD Control Panel. o The current Default is indicated in this column as a green Default icon without the Set as default link. Click on any of the Select links under the Select column in order to access that subscription s main menu screen Navigation You may access the main menu features of the Admin Console to navigate in one of three ways: 1) Click on the main menu window icons/links to display a new screen of information. 2) Select the menu options from the left-side navigation panel. Clicking on a menu item expands the menu so that you may drill down in the menu structure. 3) Use the breadcrumbs along the top of the Admin Console screen to quickly access the menu structure.

8 AOD Administrator Console / Domains Page 8 of 109 Managing Domains Apptix OnDemand has the ability to host and manage DNS services for your domain name(s). Whether you purchase a new domain through Apptix or transfer an existing one, Apptix OnDemand can be your single administrative console for DNS, as well as your hosted Exchange, SharePoint, Web, and other services. If you have your domain registered and DNS hosted outside of Apptix, you can still register your external domain with Apptix if you wish to host your or web hosting services with Apptix. Each customer account must have at least one domain for Exchange, SharePoint, and Web hosting to function. This domain, registered on the Internet, can be any standard.com,.net,.org, etc. that is hosted by Apptix or a third-party provider. Upon signup with Apptix, customers can purchase/register new domain names, or associate a domain name you already own with the Apptix services. These domain(s), that have been associated with an Apptix hosted service, are what enable Apptix to send and receive or host SharePoint sites or Websites using your mycompany.com domain. Existing Domains When going through the Online Shopping Cart to order your Apptix service (Exchange, SharePoint, etc.) a domain name was associated with your Apptix service(s) purchased. Through the Apptix Admin Console you can manage the domains associated with your Apptix accounts, as well as purchase additional domains to associate with any Apptix subscriptions of our hosted services. NOTE: To make new domain purchases utilize the Billing Domain Management Register New function from the main menu. The Domain Administration feature of the Hosting options is utilized to manage domains that have been associated with an Apptix subscription for hosted services. 1) To access existing domains registered with Apptix log into the Control Panel, and access Hosting Domain Overview from the left-side navigation or main menu links. You should see a screen similar to the following. 2) Click the Domain Administration link from left-side navigation or main menu links to see a list of domain names associated with your account in the Apptix OnDemand Control Panel.

9 AOD Administrator Console / Domains Page 9 of 109 Add existing domain registered elsewhere You can associate multiple domains that you own to your Apptix hosted services. Apptix recommends that when you associate domains with Apptix hosted services that you point the DNS hosting to Apptix so that you can manage the DNS settings through this Admin Console. IMPORTANT: For Apptix to host your domain DNS records, you must log into your DNS registrar account and point the DNS Records for the associated domain to: ns0.collaborationhost.net ns1.collaborationhost.net 3) To associate a domain that you own that is registered elsewhere (not purchased through Apptix) click on the [Add existing domain registered elsewhere] button. 4) The Add New Domain screen is displayed which allows you to assign a new domain to Apptix hosted service(s). Complete this screen and click the [Next >>] button. Domain: Enter the domain to be associated with an Apptix Service Zone management ability: Check this box if the DNS records with the associated domain are to be hosted with Apptix so that the domain settings can be managed via this Admin Console o If left unchecked you must change the appropriate DNS records that are required insure that your Apptix service is functioning properly: MX Record for Exchange hosting A Record for SharePoint services hosting Optional: Web Hosting: Select from the dropdown if the domain is to be associated with a webhosting service: o None: No web hosting services o SharePoint: You wish to associate this domain with a SharePoint site o Web hosting: You wish to associate this domain with Web hosting services Optional: Mail Hosting Hosting Microsoft Exchange: Select this drop-down option if you want to associate this domain with an Exchange account. (In this example the customer-owned domain lotusit.us is being associated with Apptix hosted Exchange service and the DNS zone will be managed via this Apptix Admin Console.)

10 AOD Administrator Console / Domains Page 10 of 109 5) The Domain creation summary message is displayed. The Summary section lists details associated with this domain, the Apptix service and the associated name server settings. Click the [Finish] button. The name servers below are for a lab environment. Please utilize the standard Apptix name servers listed in the Admin Console when adding an existing domain registered elsewhere. 6) The Domain Administration screen is displayed with an updated list of Domains associated with your account. The newest domain currently added to your account will have a status of No (with yellow icon) in the In Sync column. The status remains No until the domain registration process is completed at which time the icon turns to green with an In Sync status of Yes. NOTE: The new domain status may require manual approval by Apptix to prevent customers from accidentally trying to register a domain they do not own, such as yahoo.com. Once this domain status has been updated to Yes in the In Sync column addresses and SharePoint sites can begin using this domain. You may only register domains that you own. Public domains such as gmail.com, Comcast.net, aol.com, etc. may not be registered as a customer domain. NOTE2: This section refers to pointing domains registered with a domain registrar to Apptix for domain record hosting. This does NOT transfer registration ownership of the domain to Apptix; only the hosting of the DNS records. You may only register domains that you own. Public domains such as gmail.com, Comcast.net, aol.com, etc. may not be registered as a customer domain

11 AOD Administrator Console / Domains Page 11 of 109 Add New Subdomain Subdomains add a prefix to an existing domain and are most often used for Web hosting purposes to create a test area for web development purposes (ex: development.mydomain.com) or to setup a SharePoint site (ex: intranet.mydomain.com, sharepoint.mydomain.com, etc.). You can utilize the Domain Management features to add a subdomain to any domain that you have associated with an Apptix hosted service. 1) To add a subdomain to a current domain associated with an Apptix service click the Domain Administration link from left-side navigation or main menu links to see a list of domain names associated with your account in the Apptix OnDemand Control Panel. Click on the [Add New Subdomain] button. 2) The Add New Subdomain screen is displayed which allows you to assign a new subdomain to a current Apptix associated domain name. Complete this screen and click the [Next >>] button. DNS hosting Subdomain name: Enter the subdomain prefix title in the input field. From the drop-down menu select the domain name to which the subdomain name is to be assigned. Optional: Web Hosting Hosting: If this subdomain is to be used for Webhosting, or SharePoint services make the choice from the drop-down menu. o NOTE: In this example the subdomain is being used as a SharePoint Site. Optional: Mail Hosting Exchange: If this subdomain is to be used for an Exchange account make the choice from the drop-down menu.

12 AOD Administrator Console / Domains Page 12 of 109 3) Optional: In the event the subdomain is being used for either or web hosting services the Add new Subdomain wizard allows you to setup the service for the subdomain in the subsequent steps. From the Add new Subdomain screen select the Service User to be administer the service and click the [Next>>] button: New Service User: Select this option if the user desired to administer the service has yet to be created. Existing Service User: Select this option if the user desired to administer the service has been created. Select the desired administrator for this service from the drop-down menu. 4) Complete any additional screens needed to setup the service and click the [Next>>] button to proceed through each subsequent step. The Domain creation summary is displayed at the completion of the service setup wizard. Click the [Finish] button at the end of the setup wizard to complete setup of the service.

13 AOD Administrator Console / Domains Page 13 of 109 5) The Domain Administration screen is updated to show the new subdomain added to your account. Note that any subdomains are listed under their parent domain and slightly indented to indicate that it is a subdomain. In this example, the SharePoint 3.0 Site service that is associated with the subdomain is also indicated under the Web Hosting column.

14 AOD Administrator Console / Domains Page 14 of 109 Managing DNS Records (MX, A, CNAME, etc.) Apptix OnDemand has the ability to host and manage DNS services for your domain name(s). Whether you purchase a new domain through Apptix or transfer an existing one, Apptix OnDemand can be your single administrative console for DNS, as well as your hosted Exchange, SharePoint, Web, and other services. IMPORTANT: If you have your domain registered and DNS hosted outside of Apptix, you can still create DNS records at your DNS host account for your domain that route (MX Records) and Web Hosting/SharePoint services (A Records) to your Apptix-hosted environment. If you are not certain of the proper DNS record settings required to take advantage of Apptix hosted services, please contact our support staff at ) To manage your DNS settings for those domains, and sub-domains, associated with an Apptix hosted service, access Hosting Domain Overview Domain Administration from the left-side navigation or main menu links. All of the domains, and sub-domains, associated with your Apptix hosted services are listed so that you may access the DNS records associated with each. 2) Click the hyperlink of the domain name DNS records you wish to manage. The name of the domain is listed on the screen to identify the domain with which you are working as the example shown below. The default Summary tab displays the overall status of the domain and the Apptix services that are subscribed to the domain. DNS Hosting: This section indicates if the associated domain is hosted with Apptix (DNS Management = Enabled ) in which case the DNS records of the domain can be managed via this Admin Console. The View Details link provides access to the domain name server records associated with this domain. Web Hosting: This section indicates if there are Apptix Web Hosting and/or SharePoint Site hosting services associated with this domain. Click on the Add Hosting/Remove Hosting link to change the status of web hosting services associated with this domain. o In this example no web services are associated with the hostaccount.us account at this time. Only Exchange services are associated with this account (See below). Mail Hosting: This section indicates if there are Apptix Microsoft Exchange services associated with this domain. Click on the Add Hosting/Remove Hosting link to change the status of mail hosting services associated with this domain. Subdomains: This section indicates if there are subdomains associated with this domain and the type of services associated with the subdomain.

15 AOD Administrator Console / Domains Page 15 of 109 3) Click the DNS tab to view details of this domain from which you may add, or modify, the domain s actual DNS records. Depending on whether your DNS is hosted with Apptix or hosted by a third-party, you will see screens similar to the following: External Domain (DNS hosted with another provider): no DNS changes can be made via Apptix OnDemand Admin Console for domains where the DNS records are hosted with another provider. o If you need to make changes to the DNS records of such domains you will need to access your account with the DNS host provider and make those changes within that account.

16 AOD Administrator Console / Domains Page 16 of 109 Domain and DNS hosted at Apptix: You may make changes to current DNS records, and/or add new DNS Records to domains hosted by Apptix through this Admin Console. 4) Click the DNS Records sub-tab just below the DNS main tab. You can now click on any NS, MX, TXT, A, or CNAME record hyperlink to modify it from the Host column. To add a new DNS record for this domain click the [Add New DNS Record] button to add an additional entry. Note that the NS (Name Server) records cannot be changed as they represent the Apptix name servers

17 AOD Administrator Console / Domains Page 17 of 109 5) From the Select DNS record type drop-down menu select the type of DNS record to be added and then click on the [Next>>] button. 6) Depending upon the nature of the DNS record to be created, the appropriate screen is displayed so that you may enter the parameters needed to create a new DNS record. Enter the parameters needed to define this DNS record and click on the [Finish] button to complete the addition of this DNS record to the domain name.

18 AOD Administrator Console / Exchange Page 18 of 109 Exchange For most customers the Exchange option is the most frequently used service as this menu provides access to all of your functionality. Administrators will access the Exchange menu to add and edit mailbox parameters, create and manage contacts, distribution lists, Public Folders, wireless services, and more. To view the main features associated with your Exchange service log into the Control Panel and access the Exchange icon/link from the left-side navigation or main menu links. You should see a screen similar to the one below from which you will manage your Exchange features: Adding Mailboxes to Your Exchange Account By default, when you order your Apptix service, no mailboxes are created. You must log into the Control Panel to create mailboxes for each unique user. You may create as many mailboxes as you ordered when first purchasing your Apptix service. If you find that you need additional mailboxes, you can add them to your account through the Upgrade Wizard in the Billing section of the Control Panel. 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. You should see a screen similar to the one below. To add a mailbox, click the [Add New Mailbox] button:. NOTE: If you do not see the [Add New Mailbox] button, you do not have any mailboxes available for your account. Add additional mailbox resources though the Upgrade Wizard link under Billing menu option.

19 AOD Administrator Console / Exchange Page 19 of 109 2) The Add New Mailbox screen allows you to designate this mailbox as being assigned to a User within your account who has not previously been setup for any services, or if the User has been previously setup with either Exchange or Sharepoint services this step will allow you to skip the need to create the User. New Service User: Select this option if the User has never been setup with either Exchange or Sharepoint service. Existing Service User: Select this option if the User had previously been setup with either Exchange or Sharepoint service. Select the radio button as needed and click on the [Next>>] button NOTE: You may view all Users setup with any service subscription assigned to your account by accessing the Exchange Service Users menu options. 3) Once you click [Next>>], you should see a screen similar to the following that allows you to define the new mailbox information. Enter information for each input and click the [Next>>] button. Display name: This represents the name displayed to others when recipients receive from this mailbox. Enter a display name exactly as you wish it to appear. (Examples: Dr. James Jones; Information for MyDomain.com; Joe Sixpack (Company, Inc), etc.). Login: Create a unique user login for the mailbox. Suggested logins utilize the [email protected] format. Password: Create a password by typing it in the Password and Confirm Password fields. o If you want the system to generate a random password for you, click the [Generate New Password] button.

20 AOD Administrator Console / Exchange Page 20 of 109 4) On this screen, the address and Display Name are carried over from the previous screen, but you can edit them if you wish. Ensure that the domain selected from the drop-down list is correct this will be the user s primary address (the from address on all s). Additional aliases for this mailbox can be added later. Edit the amount under Size Limit to whatever storage limit this mailbox should have. The default is 20MB, which is relatively small. No matter which mailbox package/plan was purchased, the mailbox storage is aggregated so you can assign large amounts of storage to some users and very little to others. NOTE: Under the Size Limit setting for this individual mailbox, the total available space that remains in your account is indicated to help you manage allocating mailbox space to individual mailboxes. Within the Additional Resources link of the Billing section of this Control Panel the Available mail storage size is the overall aggregate limit remaining available for your entire company. You may purchase additional mail storage space as needed from the Billing section of the Control Panel. Finally, ensure that you check the boxes next to each service/feature that this mailbox should have enabled. Depending on your purchased mailbox plan, you may or may not have sufficient ActiveSync, OWA, or full Outlook access for all of your mailboxes. If you have used up your limit in any category, the check box will be grayed out and you will not be able to select it. To purchase additional resources or upgrade your mailbox plan, select Billing Additional Resources from this Control Panel. Click the [Finish] button when all settings are correct.

21 AOD Administrator Console / Exchange Page 21 of 109 5) You will now see the new mailbox being created as shown in the following. Mailbox creation is generally completed within 10 seconds. You may continue creating mailboxes or go to other areas of this Control Panel while the mailbox is created. You may also click the Refresh link at the top right of screen to update the status of the new mailbox. When the new mailbox has been fully created the Status will change from Creating to Ready and is then ready for user login. You can also click on the mailbox name/hyperlink to add additional aliases, forwarding, enable wireless services, etc.

22 AOD Administrator Console / Exchange Page 22 of 109 Importing Mailbox Information Rather than adding Mailboxes one-at-a-time, you may utilize the [Import Mailboxes] button to batch create mailboxes based upon the data parameters required to create and add mailboxes to your Exchange account. The import file is typically a comma delimited (.csv) file but you may utilize other parameters to separate the data fields used to import the data used to create batch mailbox file. 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. You should see a screen similar to the one below. To batch create mailboxes from an import data file, click the [Import Mailboxes] button. A screen similar to the following is displayed: 2) After preparing your batch import file, click on the [Browse ] button and select the file to be imported from your pc, or network, file system. Separator: From the drop-down menu select the delimiter character used to separate data variables in your import file: o Note the delimiter types shown above: Comma; Semicolon; or Tab Encoding: Select the appropriate encoding o Typically use the Auto-detect default value unless you have a specific need for your encoded data Help Format Description: Click the View link to display detailed instruction on creating a batch import file Help Sample CSV file: Click the Download link to download to your PC a sample file that may be viewed to assist in creating your own import file. 3) Click the [Next>>] button when finished defining your import parameters. A message is displayed that the mailboxes are being created. You do not have to wait for this processing to finish you may select other menu options, etc. Optionally, click the Refresh link at the top right of this page after a few seconds, and the successfully updated mailbox information is displayed. NOTE: This Import feature may be used to batch create Contacts, Distribution Lists, etc.

23 AOD Administrator Console / Exchange Page 23 of 109 Configuring Alias(es) -- Additional Addresses for a Mailbox You can add an unlimited number of aliases to a mailbox. An alias address means that the user can receive sent to any user-defined alias address, but all is still sent outbound using the primary address. 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. A list of all mailboxes is displayed. Select the mailbox to which you would like to add an alias by clicking on its hyperlink from the Display Name column: 2) The mailbox detail screen is displayed for this User s mailbox. Click the addresses tab to add additional aliases to the mailbox. To create a new alias address, click the [Add New Address] button. All current address for this User/mailbox are displayed. The reply to address, or primary address, is identified with the green icon under the Primary address column.

24 AOD Administrator Console / Exchange Page 24 of 109 3) Type the new alias prefix in the address: input box and use the drop-down menu of domain names available for your account. If you have multiple domains under your account you can select the desired domain from the drop-down menu. Click the [Submit] button. A message is displayed that the alias address is being created. You do not have to wait for this processing to finish you can go on to create additional settings or mailboxes. Click the Refresh link at the top right of this page after a few seconds, and the successfully updated alias is shown as added to the mailbox. All addresses for this User/Mailbox are displayed. You may continue adding alias addresses to this User/Mailbox by clicking on the [Add New Address] button. Optionally, now that multiple addresses have been defined for this mailbox you may change the primary (reply to) address by clicking on the [Change] button. A list of all aliases for this mailbox is displayed. Click the link to Set as Primary from the Primary address column in order to change the primary address for the mailbox.

25 AOD Administrator Console / Exchange Page 25 of 109 Configuring Forwarding 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. From the list of mailboxes created under your account, select the mailbox to which you would like to define a forwarding address by clicking the hyper-link under the Display name column. Click the Forwarding tab from the User/Mailbox details screen. Your screen should be similar to the one below. To enable forwarding, click the [Enable object] button. 2) In the address: input box type the address to which you would like to forward your messages. If you wish to leave a copy of your messages in your Apptix mailbox (in addition to the copy being forwarded), click the checkbox next to Leave copy of messages. Once you have defined the forwarding address, click the [Submit] button. If you do not click the Leave copy of messages checkbox, will be forwarded to your external address without saving a copy in your Apptix mailbox. A confirmation screen displays the forwarding parameters submitted. From the confirmation screen you can click on the [Disable object] button to cancel the forwarding or click the [Change] button to edit the forwarding address defined. NOTE: To forward to multiple addresses, create a Distribution List and use the Distribution List address as the forwarding property.

26 AOD Administrator Console / Exchange Page 26 of 109 Managing Mailbox Limits One of the primary duties of the Administrator is to monitor the size of your user s mailboxes to insure that they do not exceed the size limit on the server. Once the mailbox limit has been exceeded by approximately five percent (5.0%) the communication to the Exchange mailbox will shut down and the user will no longer be able to send or receive . Users are notified by Exchange by a system notification when their mailboxes reach a pre-defined warning limit that the mailbox is reaching capacity. Upon receiving such warnings, the mailbox needs to be managed by either utilizing the archiving features of Outlook, or Entourage, or by increasing the mailbox size itself. Administrators should routinely access the Storage Usage Report in order to remain aware of your User s mailbox size usage and the need increase, or decrease, mailbox limits in order to most effectively manage your total allocated storage space. 1) To manage the mailbox limits of any User s mailbox log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. A list of all of your User s mailboxes is displayed. Click on the Display name link to select a mailbox in order to edit its parameters including the size limits. 2) Details of the mailbox are displayed. Click on the Limits tab to edit the Mailbox Size information associated with this User s mailbox. The Size graphic in the Mailbox Size section provides an illustration of the capacity of the mailbox. Typically this will be near, or exceeding, 100%. (This example showing 0% represents changing a mailbox size prior to it being used)

27 AOD Administrator Console / Exchange Page 27 of 109 3) Click the [Edit] button, at the bottom of the screen, to gain access to change the three (3) mailbox size inputs. You should change all three of the size inputs in order to successfully change the User s mailbox size: Issue warning at: When the mailbox reaches this size, the system notification warning is sent to the User to indicate that the mailbox is reaching its capacity prior to being locked down. Typically set this value at mb less than the actual size of the mailbox in order to provide adequate warning for the mailbox size to be adjusted. Prohibit sending at: Typically set this value to the same as the actual mailbox size. When this limit is reached the User will no longer be able to send , though if the mailbox still has capacity the User will continue to receive . This limit is utilized for User s who routinely send large attachments in order to avoid accidently locking down the mailbox due to sending a large when nearing mailbox capacity. Size limit: This represents the actual capacity of the mailbox. Base the other two inputs above upon the value set here as the mailbox capacity. 4) Click the [Submit] button once you have made the necessary changes to the mailbox capacity to schedule the size modification to the mailbox.

28 AOD Administrator Console / Exchange Page 28 of 109 5) The updates to the Mailbox Size inputs entered are now displayed. Click on the [Update Size] button to accept these inputs. A Size update notification is displayed to indicate that your inputs have been received and the mailbox limits are being changed on the Exchange server. IMPORTANT NOTE: It may take up to one (1) hour for these changed to be replicated on the Exchange server for the mailbox limits to take effect. If access to the mailbox has been locked down, the User may not regain access for up to the time it takes the mailbox to be resized on the server (one hour). To gain access sooner, access the User s mailbox via Outlook Web Access (OWA) and empty deleted items and/or completely delete other items from the mailbox in order to bring the mailbox back down below its original Size limit value.

29 AOD Administrator Console / Exchange Page 29 of 109 6) After completing the management of the mailbox size limits, the Mailboxes screen is updated to reflect the new mailbox sizes for your User mailboxes.

30 AOD Administrator Console / Exchange Page 30 of 109 Adding a Contact to Exchange Contacts, by definition, are addresses that may be added to your account Global Address List (GAL) that represent addresses OUTSIDE of your account domain(s), ie. external addresses. Most users of Exchange will want to create general Contacts from within Outlook for everyday communications with recipients of your day-to-day correspondence. However, you may wish to create Contacts to be added to your account GAL for the purposes of having s routed to these Contacts who may be associated with your business in some manner. Example 1: You wish to create an for [email protected] which routes to a sub-contractor who is not part of your company domain (see example below). Example 2: You wish for a Distribution List address to route to someone outside of your domain (a partner vendor, etc.), and therefore need to define the Contact address to be added as a member of the Distribution List. You may create unlimited Contacts as they do not take up storage space on the server since s sent to Contacts route outside of your domain account. 1) Log into the Control Panel, and access Exchange Contacts from the left-side navigation or main menu links. You should see a screen similar to the one below. To create a new Contact, click the [Add New Contact] button: Alternatively click the [Import Contacts] button to create multiple Contacts from a comma, tab, or semicolon delimited file. See the Importing Mailbox Information section for detailed instruction. 2) The Add New Contact screen allows you to define the parameters of Contact details. The following inputs must be defined: Alias: A shorthand reference for the Contact: Display name: How the Contact will be displayed in the GAL External address: A free-form field to enter the actual delivery address for the Contact being defined To define the Contact as a general contact for external delivery without assigning an account domain to the Contact click on the [Submit] button..

31 AOD Administrator Console / Exchange Page 31 of 109 3) Optionally, click the checkbox next to Assign address from within Address section, if you want this Contact to be assigned an address that corresponds with an account domain. When finished defining this Contact, click on the [Submit] button. address: Enter the prefix for the address to be assigned to this Contact and select the appropriate domain alias from the drop-down menu. 4) A message is displayed that the Contract is being created. You do not have to wait for this processing to finish you may select other menu options, etc. Optionally, click the Refresh link at the top right of this page after a few seconds, and the successfully updated Contact information is displayed. You may continue adding Contacts by clicking on the [Add New Contact] button. Note that in the above example through the Admin Console you are able to create an address associated with your domain (Ex: [email protected]) that is delivered to an address/person that is NOT associated with your domain (routed to the contractor at [email protected] in this example). There is NO CHARGE for this address as it does not take up space on the Exchange server.

32 AOD Administrator Console / Exchange Page 32 of 109 Creating Distribution Lists Administrators can create an unlimited number of distribution lists for your organization. Distribution lists are not mailing lists of people outside of your organization. Instead, distribution lists are meant to help you organize your addresses into groups, and send messages to everyone who is a member of that group. For instance, you can create a distribution list called Sales, and add all of your sales staff to that distribution list. When you send a message to Sales, it is delivered to every mailbox that is a member of the Sales distribution list. Like Mailboxes and Contacts, Distribution lists appear in your Global Address List (GAL). The following represents an account GAL with Mailboxes, Contacts, and Distribution Lists. Note the differences in how each is displayed in the GAL: 1) Log into the Control Panel, and access Exchange Distribution Lists from the left-side navigation or main menu links. All Distribution Lists currently defined for this account are listed under the Display Name column. To create a new distribution list click the [Add New Distribution List] button. To edit previously created Distribution lists, click on the hyper-link defining the Distribution list under the Display Name column in order to access the Distribution list s details screen and edit accordingly.

33 AOD Administrator Console / Exchange Page 33 of 109 2) The Add New Distribution List screen allows you to define the Distribution list. The Alias is a quick/shortened name that can be quickly typed by other users when addressing an to this Distribution list. The Display name is the full name of the Distribution list, as it would appear in the GAL. 3) Type an address prefix for the distribution list in the address: input box and select the appropriate domain from the drop-down menu if you have multiple domains associated with your account. Define the nature of delivery for this Distribution List in the Security section: Everyone: Allows senders from the Internet to send to this Distribution List address. This is the least secure option allowing anyone to send to this address. Organization: Allows only senders from within your organization (account) to send to this Distribution List address. Members: Allows only members of the Distribution List itself to send to this Distribution List address. This is the most restrictive security option. NOTE: Apptix cautions customers on accepting the default of Everyone if you are using common distribution list addresses, such as Sales, Marketing, or Info, etc. These are common addresses that may susceptible to spammers. Finally, select whether this distribution list should appear in your GAL by clicking on the checkbox next to Show in address book:. If this checkbox is unchecked, the Distribution List is still valid but will NOT be displayed in the Global Address List (GAL). Click the [Submit] button to finalize your creation of the Distribution List. 4) You will now see that the new distribution list is being created and will be ready within a few seconds. You may continue to work within this Control Panel, or you may click the Refresh link in the right corner to see the status of the new distribution list change to Ready. Note that, at this time, you can continue to create additional Distribution lists, import a file to create multiple Distribution lists, Delete or edit previously created Distribution lists.

34 AOD Administrator Console / Exchange Page 34 of 109 5) To add multiple members--mailboxes and/or Contacts--to a Distribution list access Exchange Distribution Lists from the left-side navigation or main menu links (sample screen above). Optionally, you can assign a member to Distribution List(s) from the individual Mailbox/Contact (which takes a while). See Adding a Mailbox to a Distribution List for additional instruction. Select one of the pre-defined Distribution list(s) from under the Display name column. Click any of the tabs across the top to access details associated with the Distribution list. These tabs enable you to add Mailboxes and/or Contacts as Members to the distribution list, adjust security settings, and also change the address(es) as needed to manage the Distribution list. 6) Click the Members tab to add Mailboxes and/or Contacts as members to this Distribution list. Any currently defined members (if any) are displayed. To add members to this list, click the [Add New Member] button.

35 AOD Administrator Console / Exchange Page 35 of 109 7) Select the member(s) to be added to the distribution list by clicking the checkbox in front of each member. When finished with your selection of Distribution list members, click the [Submit] button. The example below shows a Mailbox plus a Contact as the members of the Distribution list. 8) The Distribution list updates to show Adding in the Status column to indicate that the changes are being made. You can continue working in this console, or you can click the Refresh button in the top right corner to see when new members are listed as Ready in the Status column.

36 AOD Administrator Console / Exchange Page 36 of 109 Adding a Mailbox to a Distribution List 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. From the list of mailboxes created under your account, select the mailbox that you would like to add to any pre-existing distribution lists. From the mailbox details screen click the Member of tab. All distribution lists that the mailbox is currently subscribed to are listed for your review. To add the mailbox to additional Distribution lists, click the [Add To Other Lists] button. Optionally to delete this Mailbox from those Distribution lists displayed, click the appropriate checkbox(es) associated with the Distribution list and click on the [Delete] button. 2) To add this mailbox to any of the currently defined distribution list(s), select the checkbox(es) corresponding to the appropriate Distribution list(s). You can select multiple Distribution lists if you wish. Once you have finished, click the [Submit] button. If the distribution list you want has not yet been created refer to instructions in the previous section, Creating Distribution Lists. 3) A message is displayed that the mailbox is being added to the selected Distribution lists. You do not have to wait for this processing to finish you may select other menu options, etc. Optionally, click the Refresh link at the top right of this page after a few seconds, and the successfully updated Mailbox Member of information is displayed.

37 AOD Administrator Console / Exchange Page 37 of 109 Mailbox Permissions Mailbox permissions allow the User(s) who own the permissions to open and view the contents of the mailbox granting permissions to that User. Typically, this is utilized by Administrators to monitor the mailbox to whom they have permissions. Once the mailbox permissions rights have been defined in this Control Panel, the appropriate mailbox rights settings must be configured in the Outlook client software in order to open and view the mailbox to which the User has rights. 1) To assign mailbox permissions to a pre-defined mailbox, log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. From the list of mailboxes created under your account, select the mailbox that you would like to apply mailbox permissions so that another User may open and access this mailbox. The details screen for the selected mailbox is displayed. Click on the Permissions Mailbox Permissions tab to access the ability to assign mailbox permissions to this mailbox. Any mailboxes that currently have mailbox permissions assigned to this mailbox are displayed. You may remove the mailbox permissions of those users by selecting the checkbox in front of the display name and click on the [Delete] button 2) Click on the [Add] button. All services defined in your Exchange account are displayed. Place a checkbox next to the mailbox(es) to whom you wish to provide access to this mailbox. Click the [Submit] button to finalize your selection. Only the type Mailbox should be selected from the Type column as only other mailboxes can utilize mailbox access permissions.

38 AOD Administrator Console / Exchange Page 38 of 109 3) The selected mailbox s Permissions information is updated to show those other mailboxes within your account that have access permissions to this mailbox. You may remove the mailbox permissions of those users defined by selecting the checkbox in front of the display name and click on the [Delete] button Mailbox Send As Rights Send As rights allow a mailbox to utilize a different address as the Reply to address as opposed to the primary address defined for the mailbox. Example: User Joe Wilson ([email protected]) needs to be able to send as the Distribution List named Information for MyCompany ([email protected]). 1) To define send as right to a pre-defined mailbox, log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. From the list of mailboxes created under your account, select the mailbox that you would like to apply send as rights so that this mailbox may reply using multiple reply to addresses. The details screen for the selected mailbox is displayed. Click on the Permissions Send Permissions tab to access the ability to define send as rights for this mailbox Any other services that are currently defined with send as rights for this mailbox are displayed. You may remove the send as right by selecting the checkbox in front of the display name and click on the [Delete] button

39 AOD Administrator Console / Exchange Page 39 of 109 2) Click on the [Add] button. All services (Mailboxes, Contacts, Distribution Lists) defined in your Exchange account are displayed. Place a checkbox next to the service Display name and reply address you wish the mailbox to be able to utilize with send as rights. Click the [Submit] button to finalize your selection. Send As: Allows the mailbox to use the [From ] button in Outlook and select this Display Name from the GAL in order to have sent in this manner delivered with the Display Name and reply to address of the organization unit selected. Send On Behalf of: When defined within Outlook as a delegate, allows the mailbox to use the [From ] button in Outlook and select this Display Name from the GAL in order to have sent with the display of Send on behalf of X by Y where Y=mailbox and X=the selected service below. 3) The selected mailbox s send as rights information is updated to show those other services within your account that this mailbox has send as rights. You may remove the mailbox permissions of those users defined by selecting the checkbox in front of the display name and click on the [Delete] button Add additional Send As rights for this mailbox by clicking the [Add] button and follow the preceding steps above.

40 AOD Administrator Console / Exchange Page 40 of 109 Public Folders Public folders are an optional service available to all Apptix hosted Exchange customers. Public folder space is allocated from your total aggregate Exchange storage space. You can purchase additional Exchange storage space through the upgrade wizard in the Billing section of the Control Panel. Public Folders contain items that can be viewed by any or all members of your organization who have given proper Public Folder permissions via your Outlook (or Entourage) desktop software, or the Public Folders option in Outlook Web Access (OWA). The Public Folders can be standard folders for storing and/or files, or they may be any of Outlook s specialty folders: contact, calendar, notes, tasks, etc. For instance, you can create a Public Folder calendar called Company Vacations to track and manage your company-wide vacation scheduling. Adding Top Level Public Folders Standard, non- enabled, Public Folders typically are managed via the Outlook client software, though you may also use this Control Panel to setup standard Top Level Public Folders. Also, to -enable a Top level Public Folder you use the Apptix OnDemand Control Panel. 1) Log into the Control Panel, and access Exchange Public Folders from the left-side navigation or main menu links. You should see a screen similar to the one below. You may click on any previously defined Public folder listed under the Name column to edit parameters associated with that folder. To create a new public folder, click the [Add New Public Folder] button. 2) Enter the folder name in the Public folder name: input and from the Items Type drop-down menu select the type of folder to be created: Mail Items: Creates a standard folder that may contain items or other file types. Contact Items: Creates a specialized Contact folder Appointment Items: Creates a specialized Calendar folder Note Items: Creates a specialized Notes folder Task Items: Creates a specialized Tasks folder. Journal Items: Creates a specialized Journal folder. NOTE: Apptix recommends that all public folders should be created within AOD control panel so that their permissions, security, size limits, and settings can be managed in the AOD control panel. AOD can create Top Level and sub-folders in Exchange. If Public Folders are created only using an Outlook client, these public folders will not appear in the AOD console these folders will still be functional but just not managed through AOD console.

41 AOD Administrator Console / Exchange Page 41 of 109 3) Change the Size Limit from its default setting if you will be needing additional space for the contents of this folder. You can purchase additional storage from within the Billing section of the Control Panel, if needed. From the Default role: drop-down menu select the permissions level to the Public folder be granted to all Users within your organization as the default permissions for that Public folder: Reviewer: Gives the default user permission to read items in the Exchange public folder. But they are not allowed to edit or delete items, regardless of whether they previously created those items or not. Contributor: Create items and files only. The contents of the files do not appear. Non-editing Author: Create new items but cannot edit content produced by others. Publishing Author: Create and read items and files, create subfolders, and modify and delete items and files you create. Author: Create and read items and files, and modify and delete items and files you create. Publishing Editor: Create, read, modify and delete all items and files, and create subfolders. Enable Public Folders Public Folders can also be -enabled, turning it into a receptacle for receiving s similar to a mailbox. For example, you can create a public mail folder called Jobs with an address of [email protected]. You can advertise this address, and prospective employees can their resume to the jobs address. The will then be delivered to the Public Folder, where anyone in your organization who has proper permissions can view them. Check the box next to Mail-Enabled if you would like this Public Folder to receive s address: Enter the desired address prefix in this field. Select the appropriate domain name from the drop-down menu if your account has multiple domains. Show in address book: Check this option to have this Public folder address displayed in the Global Address List (GAL) Uncheck this option if you do not wish this public folder address to show in the GAL. Accept messages from: Select one of the two radio button options to specify the type of delivery for this -enabled Public Folder: i. Everyone: Accepts from any valid sender from your organization OR the Internet. ii. Organization: Limits delivery to only Users from within your organization.

42 AOD Administrator Console / Exchange Page 42 of 109 4) Click the [Submit] button when you have finished entering your parameters for creation of this Public Folder. You may continue to work within this console, or wait for the Public Folder to be created (typically within one minute). 5) To edit the parameters associated with a Public Folder access Exchange Public Folders from the leftside navigation or main menu links. You may click on any previously defined Public folder listed under the Name column to edit its parameters. Ensure it says Ready in the Status column. 6) Click on any of the tabs across the top to change Permissions, add/remove addresses, or change the size limits for this Public Folder. You can also see the current size/storage usage of the Public Folder compared to the maximum limit, and even limit the size of attachments/message sizes in the Public Folder. In this example, an alias is being added to the [email protected] -enabled Public Folder.

43 AOD Administrator Console / Exchange Page 43 of 109 Storage Usage Report As part of your mailbox plans or bundles, your company has purchased an aggregate amount of storage that can be allocated to individual mailboxes as you wish via the Apptix OnDemand control panel. You may use the Storage Usage Report to view your aggregate account storage amounts 1) Log into the Control Panel, and access Exchange Storage Usage Report from the left-side navigation or main menu links. You should see a screen similar to the one below. Note that this usage information is automatically updated in the Apptix OnDemand Control Panel several times each day, but you can click the [Update Usage Info] button to force an immediate update. Also note that recent deletions of s or folders in one or more mailboxes do not immediately update your total used storage in certain cases (i.e., this is not necessarily useful as a real-time monitor of your storage usage)

44 AOD Administrator Console / Wireless Page 44 of 109 Configuring Wireless Services Synchronization to BlackBerry or Good Mobile PDAs/SmartPhones can be configured from the Apptix OnDemand console under Exchange Wireless Services menu options. ActiveSync PDA synchronization is also available, but is configured as a checkbox under the Exchange Mailboxes Select Mailbox General Mailbox Access section of individual user mailboxes within this console. To view the main features associated with your wireless services log into the Control Panel and access the Exchange Wireless Services icon/link from the left-side navigation or main menu links. You should see a screen similar to the following from which you will manage your wireless services: Configuring BlackBerry Enterprise Service (BES) 1) Log into the Control Panel, and access Exchange Wireless Services BlackBerry Accounts from the leftside navigation or main menu links. The Blackberry Accounts screen is displayed listing each mailbox currently configured with BlackBerry Enterprise Service (BES) and the status of each User: Device PIN: The actual PIN of the User s Blackberry device is displayed in this column if the User has successfully activated their device.

45 AOD Administrator Console / Wireless Page 45 of 109 Device Status: Indicates if the service is active (Active) or pending PDA activation (Initializing) Account Status: Indicates if the order of the Blackberry service is completed for activation (Ready) or still pending completion (Updating). Click the [Add New Account] button to begin the process of configuring an existing mailbox with BlackBerry Enterprise Service. A list of all existing mailboxes is displayed so that you may begin configuring BES service for any mailbox in your account. Optionally, to remove BlackBerry Enterprise Service for any of those mailboxes listed, select the checkbox in front of the desired mailbox and click the [Delete Account] button. See item 6) below. 2) From the Selected column click on the Select hyper-link to indicate the maibox to which you wish to add BES service. The hyper-link changes to display the word Selected with a yellow icon. Click the [Next>>] button to continue BES activation for this mailbox. You may only activate ONE (1) mailbox with BES service at a time, i.e. select a single mailbox in this step and not multiple mailboxes. 3) On the next screen you may accept the self-generated BlackBerry Enterprise activation password or enter your own password. This password must be entered on the BlackBerry handheld as part of the Enterprise Activation process. You may also overwrite the default of 48 hours which indicates the duration for which the activation password is valid. If the BlackBerry Enterprise Activation process is not completed on the handheld within this timeframe, you must regenerate this BlackBerry sync information from the Control Panel. Typically, users accept all the default values on this screen including the activation password to the user s mailbox so that they can perform the Enterprise Activation process on their own. If you are the technical administrator for your users/mailboxes and are performing the BlackBerry Enterprise Activation yourself, you may not want to send the activation to the end-user. Review each field and edit as needed, changing the self-generated password to something of your own choosing, etc. Click the [Finish] button to accept the inputs on this screen.

46 AOD Administrator Console / Wireless Page 46 of 109 4) The BlackBerry Accounts window now updates to display the status of your BES users. The newly created BES account is indicated by the word Creating under the Account Status column. It may take up to one minute for the BlackBerry BES account to be created, after which the user (or you as administrator) can begin the Enterprise Activation process on the handheld device itself. 5) To see the detailed activation information and status of a wireless device, view the mailbox details by selecting Exchange Mailboxes Wireless Service Tab View Details link; or click on a mailbox hyperlink via the Exchange Wireless Services menu. In the example below (for the BlackBerry just created), the Device Status shows as Not available because the Enterprise Activation is not yet completed.

47 AOD Administrator Console / Wireless Page 47 of 109 Note that from this screen you can generate new activation passwords numbers (Generate and activation password hyperlink) and update the device status (Update device status hyperlink); i.e., refresh this screen to see if the device status has changed. Once fully activated, this is where you can remotely wipe a BlackBerry device should the end-user lose their device or have their BlackBerry stolen. 6) If a User leaves your company, or no longer is using a BES device, you can delete the BES service for any mailboxes by logging into the Control Panel, and access Exchange Wireless Services BlackBerry Accounts from the left-side navigation or main menu links. Click on the checkbox(es) in front of the mailbox names for those accounts to be deleted and click the [Delete Account] button. Multiple BES mailbox accounts may be selected for the deletion process. Indicate if you want to Wipe the device as part of deleting the account by clicking on the appropriate checkbox and click the [OK] button. Wiping the device removes all data from the PDA itself as part of deleting the BES account.

48 AOD Administrator Console / Wireless Page 48 of 109 Resetting BlackBerry Devices It is not uncommon for your employees to change their BlackBerry devices if an old BlackBerry is broken, if a BlackBerry has been lost and the old device was wiped for security purposes, or if a user simply purchases a new BlackBerry PDA. Additionally, it is not uncommon for an employee s BlackBerry to stop communicating with the BES server in which case the user will need to initiate a new Enterprise Activation from the device for troubleshooting purposes in order to re-establish communication between the handheld device and the BES Server. In these circumstances it is necessary to delete the current User s mailbox from the BlackBerry Accounts console and simply re-add the User s mailbox back to the BlackBerry service in order to receive the new Enterprise Activation password required to re-connect the new device to the BES Server. NOTE: Though this procedure involves adding a mailbox to the BlackBerry Accounts console, you WILL NOT be charged any additional activation fees. 1) Log into the Control Panel, and access Exchange Wireless Services BlackBerry Accounts from the left-side navigation or main menu links. The Blackberry Accounts screen is displayed listing each mailbox currently configured with BlackBerry Enterprise Service (BES) and the status of each User. 2) You will first need to delete the User s mailbox that is needing to be reset. Click on the checkbox in front of the desired mailbox to be reset and click the [Delete Account] button to remove this User s mailbox from the BES. The warning dialog Do you really want to delete selected accounts? is displayed. Click the [OK] button to continue the process for resetting this BES account. You will see the Account Status being updated for the User s mailbox. Click on the Refresh link to update the page. Once this User s mailbox has been removed from the BlackBerry Accounts console you may then add them back in order to reset the Enterprise Activation password. 3) From the BlackBerry Accounts page click on the [Add New Account] button to begin the process of resetting this User s BES account. The Add New Account page is displayed. From the Selected column click the Select link that corresponds to this User s mailbox in order to add the mailbox back to the BES server and receive the Enterprise Activation password. See the instructions above, steps 2) 4) for adding a new mailbox to the BlackBerry Account console. 4) In the Device section Enterprise Activation Password field enter the desired password to be used to reestablish connection with the BES server as part of the Enterprise Activation of the device. Click the [Finish] button to complete the assignment of a new Enterprise Activation password Typically if you are responsible for implementing the Enterprise Activation you will enter the desired password and then start the Enterprise Activation process from the Blackberry device itself. Optionally, click the checkbox activation password to send an notification of the new password directly to the User.

49 AOD Administrator Console / Wireless Page 49 of 109 Configuring Good Mobile Messaging (aka Goodlink) 1) Log into the Control Panel, and access Exchange Wireless Services Good Mobile Accounts from the left-side navigation or main menu links. The Good Mobile Accounts screen is displayed listing each mailbox currently configured with Good Mobile Messaging service and the status of each User: In this example there are no Good Mobile Users. For those mailboxes with Good Mobile services this screen displays basic information about the Good Mobile connected mailbox and device. Click the [Add New Account] button to begin the process of configuring an existing mailbox with Good Mobile Service. A list of all existing mailboxes is displayed so that you may begin configuring Good Mobile service for any mailbox in your account Optionally, to remove Good Mobile service for any of those mailboxes listed, select the checkbox in front of the desired mailbox and click the [Delete Account] button. See item 6) below. 2) From the Selected column click on the Select hyper-link to indicate the maibox to which you wish to add Good Mobile service. The hyper-link changes to display the word Selected with a yellow icon. Click the [Next>>] button to continue Good Mobile activation for this mailbox. You may only activate ONE (1) mailbox with Good Mobile service at a time, i.e. select a single mailbox in this step and not multiple mailboxes. 3) A confirmation screen is displayed to confirm the details of the mailbox selected for Good Mobile service activation. Click the [Finish] button to accept the inputs on this screen.

50 AOD Administrator Console / Wireless Page 50 of 109 4) The Good Mobile Accounts window now updates to display the status of your Good Mobile users. The newly created Good Mobile account is indicated by the word Creating under the Account Status column. It may take up to one minute for the Good Mobile account to be created, after which the user (or you as administrator) can begin the activation process on the handheld device itself. 5) To see the detailed activation information and status of a wireless device, view the mailbox details by selecting Exchange Mailboxes Wireless Service Tab View Details link; or click on a mailbox hyperlink via the Exchange Wireless Services Good Mobile Accounts menu. In the example below (for the Good Mobile service just created), the Device Status shows as Not available because the activation is not yet completed. Note that from this screen you can generate new OTA pin numbers (Generate and OTA PIN hyperlink) and update the device status (Update device status hyperlink); i.e., refresh this screen to see if the device status has changed.

51 AOD Administrator Console / Wireless Page 51 of 109 6) If a User leaves your company, or no longer is using a Good Mobile device, you can delete the Good Mobile service for any mailboxes by logging into the Control Panel, and access Exchange Wireless Services Good Mobile Accounts from the left-side navigation or main menu links. Click on the checkbox(es) in front of the mailbox names for those accounts to be deleted and click the [Delete Account] button. Multiple Good Mobile mailbox accounts may be selected for the deletion process.

52 AOD Administrator Console / Wireless Page 52 of 109 Configuring Active Sync For Users needing Active Sync wireless service for Windows Mobile 6 (WM6), iphone, and other Active Sync enabled PDAs will not find a separate menu item to configure Active Sync. The Active Sync option is available as part of the mailbox setup procedure and may be turned on when first creating a User s mailbox. See Adding Mailboxes to Your Exchange Account for configuring Active Sync for new User mailboxes Optionally, for those mailboxes that have already been created that need Active Sync configured for their PDA device, the procedure is simple to perform from the option to edit mailbox parameters. 1) Log into the Control Panel, and access Exchange Mailboxes from the left-side navigation or main menu links. A list of all mailboxes is displayed. To access the Active Sync options for any mailbox click on the hyperlink for the mailbox under the Display Name column. 2) The details screen for this mailbox is displayed. The Active Sync option is found in the Mailbox Access section. Mailboxes without Active Sync will be displayed as Disabled next to the Active Sync option. Click the [Edit] button at the bottom of the screen to configure Active Sync for this mailbox.

53 AOD Administrator Console / Wireless Page 53 of 109 3) In the Mailbox Access section, the options change from radio buttons to checkboxes. Click on the checkbox for Active Sync and then click the [Submit] button to configure the mailbox for Active Sync. 4) The screen updates to indicate that Active Sync has been Enabled. Click on the view setup info link next to the Active Sync option to view setup information to assist in configuring your PDA device to communicate with the Exchange mailbox using Active Sync wireless service.

54 AOD Administrator Console / SharePoint Page 54 of 109 Managing SharePoint Sites The Apptix OnDemand administration console also enables you to configure SharePoint sites and users. To view the main features associated with your SharePoint service log into the Control Panel and access the Hosting SharePoint icon/link from the left-side navigation or main menu links. You should see a screen similar to the one below from which you will manage your SharePoint features: Creating a SharePoint Site 1) Log into the Control Panel, and access Hosting SharePoint Sites from the left-side navigation or main menu links. The Sites screen is displayed showing a list of current SharePoint sites. To create a new SharePoint site, click the [Add New Site] button. Optionally, to delete a Sharepoint site, click the checkbox next to the desired site to be deleted and click on the [Delete] button. In this example a NEW SharePoint site is being created linked to a second domain associated with the customer s account. 2) The Create New SharePoint Site screen is displayed. Specify the domain, or sub-domain, to which you would like your new SharePoint site to utilize from the Domain drop-down menu. Click the [Next] button. If your account contains multiple domains, select the domain to be used for your SharePoint services from the drop-down menu

55 AOD Administrator Console / SharePoint Page 55 of 109 NOTE: Often SharePoint sites are created as a subdomain of your company s primary domain name. This was illustrated when creating a new subdomain for the hostaccount.us account. In this example a domain is being utilized as an actual SharePoint site instead of as a primary Web Hosting site (added to the first SharePoint site as a subdomain of the hostaccount.us intranet.hostaccount.us example). Additional domains, or subdomains, can be registered from the Hosting Domain Overview Domain Administration section of the Control Panel. 3) Decide whether to create a new user or choose an existing user to be the Administrator of this new SharePoint site from the Service User option. In this example, we have selected a user from the dropdown list of existing service users. Click the [Next] button. 4) Next you can select a template on which the new SharePoint site will be designed. A template consists of unique themes, colors, and pre-created content suitable for many purposes, including generic corporate intranet, help desk, event planning, employee self-service benefits, sales leads, and team sites, among others. Any SharePoint Web parts pre-created lists or template objects can be added to any SharePoint site, regardless of the template on which you have based your site s design. Templates provide a quick start to pre-populate some useful combination of SharePoint Web parts. Note that Select at First Login is the default option, which means that you will need to choose a template the first time you log in to your SharePoint site.

56 AOD Administrator Console / SharePoint Page 56 of 109 You will also need to select a default Storage Quota for your SharePoint site. Note that SharePoint storage is not part of the aggregate Exchange storage you may have purchased for your mailboxes. SharePoint sites have their own storage pool that you can allocate to one or more SharePoint sites (and purchase additional storage, if needed). Note if you see a Limit Reached status for the Use exclusive application pool, this is normal and simply indicates that you have not purchased a dedicated instance of SharePoint as part of your current Apptix package/purchase. Click the [Next>>] button when you have defined all of the SharePoint site parameters. 5) Select the preferred language (if available for your account) and the default role for all new Users of the SharePoint site from the Role for Existing Users: options. Also, in the notification input field enter the address to which any administrative notifications/updates should be received. Additionally, this address will receive a confirmation with the initial SharePoint site login information. Click the [Next>>] button. 6) A confirmation screen is displayed with all the settings you have selected for your SharePoint site. Click the [Finish] button to complete the SharePoint site setup process.

57 AOD Administrator Console / SharePoint Page 57 of 109 7) The Sites screen updates to display all of your available SharePoint sites. The In Sync column will show Yes when your new SharePoint site is ready. NOTE: If you see that a Notice is displayed indicating you cannot create any additional SharePoint sites the [Add New Site] button is grayed out. This means that you have no more available domain names for which to create SharePoint sites. You can only create one SharePoint site per registered domain name. Remember that you can create an unlimited number of sub-sites and tabs or pages within a single SharePoint site, so you normally would not need more than the single SharePoint site per domain.

58 AOD Administrator Console / SharePoint Page 58 of 109 8) Once your SharePoint site is created and showing Yes in the In Sync column, you can click on the site hyperlink from the list of created SharePoint sites on the Sites screen to view the SharePoint site settings. Once inside your SharePoint site settings, there is a summary of the settings and storage utilization (as shown below). You can also configure Security tab permissions, such as allowing anonymous (unauthenticated users) into your site. The DNS tab enables you to manage the domain settings for this SharePoint site (the same domain management functionality is available from the Domain Overview menu within this Web console).

59 AOD Administrator Console / SharePoint Page 59 of 109 Managing SharePoint Users Once you have at least one SharePoint site, you may then assign users to the SharePoint site so they can log in. You can create new users, or select existing Exchange mailboxes and SharePoint-enable them. 1) Log into the Control Panel, and access Hosting SharePoint Users from the left-side navigation or main menu links. The Users screen is displayed showing a list of current SharePoint users. To create a new SharePoint user click the [Add New SharePoint User] button. 2) Decide whether to create a new user or choose an existing user for this SharePoint site from the Service User option. In this example, we have selected a user from the drop-down list of existing service users. Click the [Next] button. 3) Select the security role for this user from the Role options radio buttons. This establishes what permissions (read-only, editor, or none) a user has to the SharePoint site. If you wish to customize the role for this user for every SharePoint site you have, click Customize role for each site and you can then establish different roles for this user depending on which SharePoint site they access.

60 AOD Administrator Console / SharePoint Page 60 of 109 In the Notification field enter the address of the User to receive the Welcome to SharePoint that contains the user s login credentials to the SharePoint site. Click the [Next] button. A confirmation screen is displayed showing the parameters for the newly created SharePoint user. Click the [Finish] button to complete the creation of this SharePoint user. 4) After defining SharePoint users, you can access these accounts to make further adjustments, view login history, disable, or delete their SharePoint account/access. Click on the hyperlink of the SharePoint user under the Service User column to access the SharePoint details screen for the user selected. Optionally, to delete a SharePoint site user, click the checkbox next to the desired user(s) to be deleted and click on the [Delete] button

61 AOD Administrator Console / SharePoint Page 61 of 109 Managing SharePoint Administrators During the creation of a SharePoint site a SharePoint administrator was created and assigned to the SharePoint site. You may add additional administrators to a SharePoint site by changing the role of a standard Service User to apply SharePoint administrator permissions to the Role of the Service User. See Adding or Deleting Administrator User under the My Account section of this Admin Console Guide. 1) To manage currently defined SharePoint Administrators log into the Control Panel and access Hosting SharePoint Administrators from the left-side navigation or main menu links. The Administrators screen is displayed showing a list of current SharePoint site administrators. Service User Column: Click on the hyperlink of the SharePoint administrator to be viewed/edited. Sites Column: Indicates the SharePoint site for which the user is the administrator. Note that this User is a SharePoint administrator for two(2) different SharePoint sites. 2) Click on the hyperlink of the SharePoint site administrator to be edited. The details screen is displayed containing the various Tabs that may be used to manage this administrator. General Tab: View and change password for the administrator. Disable the administrator. Contact Info Tab: Edit the contact information for this administrator. Login History Tab: View the login access of this administrator SharePoint Administrator Tab: Edit the for notification

62 AOD Administrator Console / Global Relay Archiving Page 62 of 109 Global Relay Archiving The Apptix OnDemand administration console also enables you to configure Global Relay Archiving users. Global Relay Archiving leaves all data associated with your Exchange mailboxes on the Exchange server so that you maintain the full functionality of Exchange, but a copy of all inbound and outbound for Global Relay archived mailboxes is copied to an off-site portal for archiving, retrieval and compliance purposes. To access setup of your Global Relay Archiving service log into the Control Panel and click the Hosting Global Relay Archiving icon/link from the left-side navigation or main menu links. You should see a screen similar to the one below from which you will manage your Global Relay archived mailboxes: Activating Global Relay Prior to selecting the mailboxes in your account to be archived, you will need to activate the Global Relay service and define some basic information associated with your account. 1) Log into the Control Panel, and access Hosting Global Relay Archiving from the left-side navigation or main menu links. If you have purchased the Global Relay service you will need to activate the service. From the Global Relay Archiving screen click on the Activate link to setup your account for Global Relay service. 2) The Global Relay Archiving screen updates to display two sections that allow you to define your Global Relay service company information (Company info) and administrator of this service (Archive Administrator). Enter the appropriate information in each input field and click on the [Submit] button to activate your Global Relay Service

63 AOD Administrator Console / Global Relay Archiving Page 63 of 109 After completing this step you will need to identify the mailboxes that are to be selected for Global Relay archiving. Select Mailbox(es) to be Archived You may select mailboxes in your account to be archived using the Global Relay services based upon the Global Relay resources purchased for your account. 1) Log into the Control Panel, and access Hosting Global Relay Archiving from the left-side navigation or main menu links. The Global Relay Archiving screen is displayed showing a default view of the Summary tab. To identify the mailboxes to be archived, click the Recipients tab. Optionally, you may modify the parameters of your Global Relay account by clicking on the Deactivate and/or Edit hyperlinks on this Summary tab screen. 2) The list of mailboxes currently configured with Global Relay Archiving service is listed on this screen (No items in this example). Click the [Add] button to add mailboxes from your account to the Global Relay Archiving service.

64 AOD Administrator Console / Global Relay Archiving Page 64 of 109 a. Optionally, to remove a mailbox from this service, you may select any mailbox listed and click on the [Delete] button. 3) A list of the mailboxes associated with your account that may be selected for archiving are displayed. Click the checkbox in front of each mailbox to be included as part of your Global Relay Archiving service and click the [Submit] button. a. Note that you may select multiple mailboxes in this step. 4) This screen is updated so that in the Status column for those mailboxes that have been added to the Global Relay Archiving service now indicates a status of Ready.

65 AOD Administrator Console / Service Users Page 65 of 109 Service Users A Service User is a member of your organization that has been assigned to any of the Apptix services to which your organization has subscribed. The Service Users feature in the Admin Console allows you to assign and manage all of the Users in your account as it relates to the various services your organization is using. Service Users are similar to Users setup in the various features of the Control Panel, but this section allows you to manage multiple service subscriptions for a single User at a time and provides administrators with a single convenient location to review those Users subscribed to the various services provided by Apptix hosting for your account. To view your account Service Users, log into the Control Panel and click the Hosting Service Users icon/link from the left-side navigation or main menu links. You should see a screen similar to the one below from which you will manage your organization s Service Users: Add Service Users 1) Log into the Control Panel and access Hosting Service Users from the left-side navigation or main menu links. The Service Users screen is displayed showing a list of current Service Users and the services to which they are subscribed under the Services column. To create a new Service User, click the [Add New Service User] button. Display Name: How the Service User name is displayed to others. Login: The login credentials for the Service User Services: Displays the services to which the Service User is subscribed Status: Displays the current availability of the Service User to utilize the service(s) Enabled: Indicated if the Service User has been enabled to utilize various service subscriptions. Login: Click this link to access the login information for the Service User selected

66 AOD Administrator Console / Service Users Page 66 of 109 2) The Add New Service User screen allows you to identify the parameters for this new Service User and simultaneously assign the Servicer User to multiple services subscribed to by your account. Enter the information associated with this new Service User as needed and click the [Next>>] button. If your account contains multiple domains, select the domain to be used as the primary login domain from the drop-down menu Resources Section: In this section define the Service User parameters for creating this new Service User: o Display Name: How the Service User name will be displayed to others o Login: Must be a unique login associated with one of your account domains which may be o selected from the drop-down menu. Apptix suggest using the first.lastname nomenclature. Password and Confirm Password: Enter a login password for this Service User and confirm the password in the confirmation field. The admin console may display warning messages related to the security of passwords entered. Services Section: Click the checkbox(es) for those services to be added to this Service User. You may select multiple services in this section. The appropriate setup screens will be displayed based upon the services selected in this step.

67 AOD Administrator Console / Service Users Page 67 of 109 3) Optional: If the Exchange service has been selected for this Service User, the Add New Service User (Exchange) screen is displayed. Use this screen to enter the parameters to be associated with this Service User s Exchange mailbox. View Mailbox Details for detailed instruction for setting up a User s mailbox 4) Optional: If the SharePoint service has been selected for this Service User, the Add New Service User (SharePoint) screen is displayed. Use this screen to enter the parameters to be associated with this Service User s SharePoint access. View SharePoint user details for detailed instruction for setting up a User s SharePoint access.

68 AOD Administrator Console / Service Users Page 68 of 109 5) After completing all of the detail screens associated with any new services subscribed to for the selected Service User, the Add New Service User summary screen is displayed. Review the summary information displayed, and then click the [Finish] button to accept all of the parameters entered to create this new Service User. 6) The updated Service User screen is displayed indicating the results of adding the new Service User along with a table detailing the specifics of all currently defined Service Users. From this screen you can continue to add new Service Users or delete or manage the Service Users currently listed.

69 AOD Administrator Console / Service Users Page 69 of 109 Change Domain of Service Users 1) If you have multiple domains associated with your account, you may associate any of the domains to any of your Service Users to define the primary domain login for each Service User. Log into the Control Panel and access Hosting Service Users from the left-side navigation or main menu links. The Service Users screen is displayed showing a list of current Service Users and the services to which they are subscribed under the Services column. To change the primary domain associated with any of the listed Service User click on the checkbox(es) in front of each Service User to be selected and then click the [Change Domain] button. You may select multiple Service Users to be modified with a domain change. 2) Any domains associated with your account may be accessed from the Domain: drop-down menu. From the drop-down menu, choose the appropriate domain to be associated as the primary domain for those Service Users selected and click the [Submit] button. Optionally, click on the Synchronize primary address: checkbox if you want this new domain to become the primary (reply to) domain associated with each Service User selected. Notice that in this example we are changing the primary domain from hostaccount.us to lotusit.us for four (4) different Service Users.

70 AOD Administrator Console / Service Users Page 70 of 109 3) The Service Users screen is once again displayed to show the changes that have been made to your account. From this screen you can continue to manage your Service Users or access other menu items from the Control Panel. Notice that the login domain for the Service Users selected has now changed to lotusit.us. Modify Current Service Users From the Service Users section you may edit, update and modify the details and subscriptions associated with each Service User defined. In the above screen notice that the Service User Dr. James Jones has Exchange as a service but is not yet configured to use the SharePoint service. Administrators can modify the details associated with current Service Users from this screen. 1) Log into the Control Panel and access Hosting Service Users from the left-side navigation or main menu links. The Service Users screen is displayed showing a list of current Service Users and the services to which they are subscribed under the Services column. Click the hyperlink {Dr. James Jones in this example} of any Service User defined under the Display Name column to gain access to the details of that Service User. 2) The Details Screen General tab is displayed for the Service User selected {Dr. James Jones (ID=2683), in this example}. From this details screen you can modify the parameters associated with this Service User: Resources section: Define the details associated with this Service User o [Disable] button: Use this feature to disable a mailbox for a Service User that is no longer with your company, or to temporarily suspend the login access to this mailbox o [Delete] button: Use this feature to remove this Service User from your account. o [Edit] button: Use this feature to Edit the Display Name, Login, etc. of this Service User. o [Change Password] button: Use this feature to change the login password for this Service User. Services section: Displays all services currently assigned to this Service User. Click the [Add Service] button to subscribe additional available services to this Service User

71 AOD Administrator Console / Service Users Page 71 of 109 3) Depending upon the service(s) assigned to the selected Service User, any available services not assigned to this Service User is displayed under the Services section. Click the checkbox(es) associated with the desired service(s) required to define the subscriptions for the Service User and click the [Next>>] button. 4) The corresponding screen used to define the service for the selected Service User is displayed {SharePoint in this example}. Complete the details of the service as required and click the [Next>>] button.

72 AOD Administrator Console / Service Users Page 72 of 109 5) A summary screen is displayed so that you may verify the details of the service subscribed to this Service User. Click the [Finish] button to accept the setup of this service. 6) The results of your modification for this Service User are displayed. You may access any of the other tabs to modify additional details associated with this Service User. Notice that the Service User Florida VP-Hostaccount.us has now been updated to include both SharePoint and Exchange as services assigned to this Service User.

73 AOD Administrator Console / Statistics & Analysis Page 73 of 109 Statistics & Analysis To allow you to properly manage your account s Apptix services, and the resources associated with those services, the Statistics & Analysis feature displays a table that details your use of all of your account resources. To view this table from the Control Panel click the Hosting Statistics & Analysis icon/link from the left-side navigation or main menu links. A screen similar to the following is displayed: Resource Usage 1) Log into the Control Panel, and access Hosting Statistics & Analysis Resource Usage from the leftside navigation or main menu links. The Resource Usage screen is displayed showing a list that details that status of each resource in your account. Review this table to help you manage your account resources. To add additional resources to your account, click on the Billing menu option to purchase additional resources as needed.

74 AOD Administrator Console / My Account Page 74 of 109 Managing Your Account (My Account) The Apptix OnDemand Control Panel enables you to control many aspects of your services, Users, and billing. Although most of the contact information for your customer account is gathered during the initial signup/purchase, changes can be made to the primary billing or technical contacts through the My Account section of the Control Panel. Updating Account Contacts 1) Log into the Control Panel, and access the My Account option from the blue main menu bar. The following Account Data screen is displayed: 2) Click the Account Contacts link on the main menu, or from the left-side navigation bar. The primary Administrative Contact is displayed and you may click the [Edit] button to change the Billing, Technical, or Administrative contacts for your company. Edit each Contact as needed and click the [Submit] button.

75 AOD Administrator Console / My Account Page 75 of 109 Adding or Deleting Administrator Users 1) Log into the Control Panel, and access the My Account option from the blue main menu bar. Click Users from the left-side navigation or from the main menu. Accounts shown on this Users screen are not the same as Exchange or SharePoint accounts, but are technical administrators for your accounts/services hosted at Apptix. These Users if given the role of Account Administrator can add/change/delete enduser accounts in Exchange, SharePoint, etc. By default, the initial administrator for a customer account is based on the login ID used during the checkout process on initial signup of the Apptix service. The list of Users for your account are listed on this Users screen. If a User defined at this level has left your company you can delete the User by clicking on the checkbox next to the User and then click the [Delete] button. 2) To add a new User, click the [Add New User] button. This will start a Create staff member wizard that will display five (5) steps for setting up the new User. Step 1 of 5: Select a Resource for this User and click on the [Next>>] button.

76 AOD Administrator Console / My Account Page 76 of 109 3) Step 2 of 5: Enter the details for this User and click on the [Next>>] button. 4) Step 3 of 5: Select the nature of the subscriptions that this User can manage and click the [Next>>] button. Note: if you select the topmost Allow management of all Account s Subscriptions Step 4 is skipped and you are taken directly to Step 5 of 5.

77 AOD Administrator Console / My Account Page 77 of 109 5) Step 4 of 5: Place a checkbox next to the subscription(s) that this User is allowed to manage and click the [Next>>] button. 6) Step 5 of 5: The subscriptions assigned to this User are displayed. Click on the [Finish] button to accept the settings for the User and complete the setup of this new User. Note: In the following screenshot the new User account has been added. In order for this new User to have sufficient permissions in the Control Panel to become an Administrator who can add/change/delete users, you need to assign the Account Administrator role. The easiest way to do this is to select the hyperlink of the new User and update the user permissions via the Role tab.

78 AOD Administrator Console / My Account Page 78 of 109 7) Click the User hyperlink under the Login Name column to select this User (TechAdmin in this example), then click the Roles tab to view the roles assigned to this User. Click the [Add Element] button to add permissions to this User s role. 8) Check the box next to the Account Administrator role and then click the [Submit] button. 9) You should receive a confirmation that the role was successfully added to the account. This new User now has the Administrator role with the ability to manage your account/services hosted with Apptix. IMPORTANT NOTE: If you have only one Account Administrator at a time in the system, you must create a new (second) admin account and assign Account Administrator role to them before deleting the first account within Users. This prevents you from deleting the only admin account you have, and prevents you from being blocked from managing your system.

79 AOD Administrator Console / Billing Page 79 of 109 Billing The Billing menu is one of the main choices along the blue menu bar of the Apptix OnDemand Control Panel. You may access the Billing functions when you need to manage any of the following: Domain Management: Manage domains to be associated with your Apptix hosted services Subscription Management: Manage the subscriptions (bundles of services) that are associated with your account. Upgrade Wizard: Manage the resources packaged as part of your subscription My Financial Info: Manage the billing information linked to your account My Contact Info: Manage the billing contact information responsible for your account.. When you first assess the Billing interface, the following screen is displayed. A quick summary of your account information is posted on the right side of each subsection of this main menu screen. You may navigate the Billing interface by selecting icons/links from the main menu screen, or by clicking on the menu items in the left-side navigation panel.

80 AOD Administrator Console / Billing Page 80 of 109 Domain Management The Domain Administration features of the Hosting interface are used to manage the actual DNS Records of customer domains that are associated with Apptix hosted services. However, if you want to have Apptix act as the registrar of record for your domain(s), you can use the Billing Domain Management features to purchase domains, transfer the registration information to Apptix of existing domains registered elsewhere, and renew domains that have been registered through Apptix. On the Domain Management subsection of the main Billing screen, a quick summary of your domain information is posted on the right side so that you may easily determine when you need to access the domain management menu to manage domains. To access the domain management features of the Administration Console Billing interface select Billing Domain Management from the main menu or left-side navigation pane. A screen similar to the following is displayed. Register New Purchasing a Domain The Register New feature allows you to secure a domain to be used with an Apptix hosted service. By utilizing this feature Apptix is acting as your domain registrar and primary DNS Host of the domain(s) registered through this function. 1) Log into the Control Panel, and access the Billing Domain Management Register New option from the main menu or left-side navigation menu. The following Register New Domain: Check Domain Name screen is displayed: 2) In the Domain Information Check Domain input field enter the domain name that you wish to purchase. Click the [Next>>] button to initiate an Internet search for the domain name entered.

81 AOD Administrator Console / Billing Page 81 of 109 3) The Admin Console searches the Internet and displays a list of all available domains that match, or resemble, the domain name entered on the Select Your Domain screen. If any of the domains listed represent a domain that you wish to purchase, click on the radio button in front of the desired domain name and click the [Next>>] button. Optionally, if the domain search does not meet your criteria for purchasing a domain name, click the [Cancel] button to return to the Register New Domain: Check Domain Name screen so that you may begin a new search. 4) The Choose Subscription Period screen is displayed. Select the registration period for this new domain purchase from the options displayed and click the [Next>>] button. Apptix recommends that all new domain purchases subscribe to the 2 Year Period option. This option provides our customers with a better value and is easier to manage than a single year subscription period.

82 AOD Administrator Console / Billing Page 82 of 109 5) The Select Hosting for Your Domain screen is displayed. This screen allows you to assign the domain being purchased to an Apptix hosted service. Select the desired subscription option displayed and click the [Next>>] button. 6) The Confirm Order screen is displayed so that you may review the domain purchase prior to finalizing the order. Click on the [Place Order] button to make the domain purchase. Your account will be billed accordingly and the domain is registered on your behalf and hosted by Apptix. The proper domain records required to setup the subscription service associated with this domain are automatically created. You may update any of the DNS Records for this newly registered domain through the Hosting Domain Management features of the Admin Console.

83 AOD Administrator Console / Billing Page 83 of 109 Transfer Existing The Transfer Existing feature is used to move the registration information for a customer owned domain from its current registrar to Apptix. This is different from just pointing the DNS records of your existing domain to the Apptix Domain Name Servers (which may be managed via Hosting Domain Administration Add Existing Domain Registered Elsewhere) in that the domain registration itself is transferred to Apptix. This means that Apptix becomes the official registrar of any transferred domains. Subsequently, you will then update the registration for any transferred domains through the Billing Domain Management features of this Admin Console. NOTE: By using this feature, Apptix also automatically becomes the DNS host and all DNS records for the domain(s) transferred may be managed through this Admin Console. 1) Log into the Control Panel, and access the Billing Domain Management Transfer Existing option from the main menu or left-side navigation menu. The following Transfer Existing Domain: Enter Domain Name screen is displayed. 2) You will need the transfer key from the current domain registrar in order to initiate the transfer of the domain registration from its current registrar to Apptix as your domain registrar. In the Original Domain Name field enter the domain that you wish to transfer. In the Transfer key field enter the transfer key provided by your current domain registrar. Click the [Next>>] button to initiate the transfer of the domain to Apptix. If you have not already done so, you will need to communicate with your current domain s registrar provider to obtain the Transfer key that frees the domain to be registered through Apptix. Click the [Cancel] button if you do not have the Transfer key. 3) A confirmation screen is displayed indicating that the transfer process has been initiated. Upon completion of the transfer of the domain to Apptix as the domain s registrar the DNS records for the domain will be redirected to the Apptix DNS and the appropriate DNS records are updated so that all Apptix hosted services for this domain are activated. NOTE: It may take 24 to 48 hours for all new DNS settings to update and propagate throughout the Internet before these changes will take effect.

84 AOD Administrator Console / Billing Page 84 of 109 Renew The Renew feature is used to quickly renew the subscription period of any customer domains registered through Apptix. On the Billing Domain Management subsection of the main Bill menu screen an Expire Soon menu/link displays a number associated with any registered domains that are coming up for renewal. If this number is greater than zero (0) use this feature to renew the expiring domain(s). 1) Log into the Control Panel, and access the Billing Domain Management Renew option from the main menu or left-side navigation menu. A Renew Domain screen similar to the following is displayed. 2) Any domains set to expire are displayed. Click the checkbox in front of any domain(s) that you wish to renew and click the [Renew] button. You may renew multiple domains using this feature. Optionally, if you do not wish to renew any expiring domains at this time click the [Cancel] button to end this function and return to the main Billing screen. 3) The Choose Subscription Period screen is displayed. Select the registration period for this domain renewal from the options displayed and click the [Next>>] button. Apptix recommends that all domain renewals subscribe to the 2 Year Period option. This option provides our customers with a better value and is easier to manage than a single year subscription period 4) The Confirm Order screen is displayed so that you may review the domain renewal details prior to finalizing the order. Click on the [Place Order] button to make the domain renewal request. Your account will be billed accordingly and the domain is renewed on your behalf and hosted by Apptix.

85 AOD Administrator Console / Billing Page 85 of 109 Subscription Management The Subscription Management features are used to manage the service configuration and pricing that defines your subscription to Apptix hosted services.. On the Subscription Management subsection of the main Billing screen, a quick summary of your subscription information is posted on the right side so that you may easily determine when you need to access the subscription management menu to manage subscriptions associated with Apptix hosted services. To access the subscription management features of the Administration Console Billing interface select Billing Subscription Management from the main menu or left-side navigation pane. A screen similar to the following is displayed. Click on the any of the links describing the subscriptions listed under the Plan column to view the subscription details. Click on the Manage Subscription link under the Go to column in order to edit the associated subscription Select any of the menu options from the left-side navigation pane to access each feature of the subscription management function.

86 AOD Administrator Console / Billing Page 86 of 109 Expire Soon The Expire Soon menu allows you to easily maintain your subscriptions to avoid lapses in your Apptix hosted services. 1) Log into the Control Panel, and access the Billing Subscription Management Expire Soon option from the main menu or left-side navigation menu. The screen similar to the following Expire Soon screen is displayed: 2) Basic subscriptions associated with your account are displayed. Note the Expiration Date column to determine when the subscriptions are set to expire, which could affect your Apptix hosted service. Click on any of the listed subscriptions under the Plan column in order to update the subscription period.

87 AOD Administrator Console / Billing Page 87 of 109 Expired Subscriptions If the Expired Subscription quick summary from the main Billing Subscription Management subsection indicates that your account has subscriptions that have expired, you need to access this feature as soon as possible to update the expired subscriptions in order to maintain your Apptix hosted services. 1) Log into the Control Panel, and access the Billing Subscription Management Expired Subscriptions option from the main menu or left-side navigation menu. The screen similar to the following Expired Subscriptions screen is displayed: In this example there are no expired subscriptions that must be updated 2) If any subscriptions associated with your account have expired they are listed on this screen. To update the subscription click on the subscription name link to be taken to the Renew Subscription menu options.

88 AOD Administrator Console / Billing Page 88 of 109 Renew Subscription If the Expire Soon quick summary from the main Billing Subscription Management subsection indicates that your account has subscriptions that are soon to expire, your best option to insure that you maintain your Apptix hosted services is to access the Renew Subsription menu to avoid lapses in your Apptix hosted services. 1) Log into the Control Panel, and access the Billing Subscription Management Renew Subscription option from the main menu or left-side navigation menu. A screen similar to the following Renew Subscription screen is displayed: 2) The subscriptions associated with your account are displayed. Click on the radio button in front of the desired subscription to be renewed and click the [Renew] button Optionally, to end this function click the [Cancel] button to return to the Billing main screen. 3) The Choose Subscription Period screen is displayed. Select the monthly or yearly subscription period option and click the [Place Order] button. 4) A confirmation screen is displayed so that you may review the details of your subscription renewal.

89 AOD Administrator Console / Billing Page 89 of 109 Buy New Subscription At any time you may buy subscriptions that represent a grouping of Apptix hosting services that you wish to associate with a customer owned domain. 1) Log into the Control Panel, and access the Billing Subscription Management Buy New Subscription option from the main menu or left-side navigation menu. This starts the Buy New Subscription wizard which displays the options required to buy a new Apptix subscription. 2) The Buy New Subscription: Choose Category of Service screen is displayed which lists the types of hosting services provided by Apptix. Click on the radio button in front of the desired subscription category to be purchased and click the [Choose Category] button. Optionally, to end this function click the [Cancel] button to return to the Billing main screen.

90 AOD Administrator Console / Billing Page 90 of 109 3) The Buy New Subscription: Choose Service Plan screen is displayed. A complete listing of all of the subscription services associated with the previously selected category is displayed. Click on the radio button in front of the desired service plan to be purchased and click the [Choose Service Plan] button at the bottom left of this listing of service plans. 4) The Buy New Subscription: Choose Subscription Period screen is displayed. You may purchase subscriptions on a monthly or yearly basis. The yearly option represents a ten percent (10%) discount off of the monthly service pricing. Click on the radio button in front of the desired subscription period and click the [Choose Period] button. 5) The Confirm Order screen is displayed so that you may review the details of this subscription purchase prior to placing your order. Click the [Place Order] button to accept the standard subscription service and finalize this purchase. Your account is billed accordingly. Optionally you may modify the subscription parameters by adding additional resources to the subscription selected. Click on the [Order Additional Resources] button to modify the subscription selected which starts the Upgrade Wizard procedures.

91 AOD Administrator Console / Billing Page 91 of 109 Upgrade Wizard The Upgrade Wizard features are used to modify your subscriptions with Apptix to meet your specific needs. There is no quick summary of information in the Upgrade Wizard subsection of the main Billing screen. To access the Upgrade Wizard options select Billing Upgrade Wizard from the main menu or left-side navigation pane. The following screen is displayed which provides access to the main features of the Upgrade Wizard. Buy Additional Resource The Buy Additional Resource feature allows you to add resources to a subscription that is being utilized by a customer domain. 1) Log into the Control Panel, and access the Billing Upgrade Wizard Buy Additional Resource option from the main menu or left-side navigation menu. A screen similar to the following Upgrade Operation Buy Additional Resource screen is displayed: 2) A list of your subscriptions is displayed under the Plan column. You may click on the link describing the subscription plan to be upgraded in order to modify the resources associated with that subscription. A list of all of the possible resources that may be selected to define the subscription is displayed that corresponds with the type of subscription plan selected (i.e, the resources associated with an Exchange subscription are different than those associated with a SharePoint subscription).

92 AOD Administrator Console / Billing Page 92 of 109 3) The Status column identifies those resources currently associated with the subscription selected as Installed (green icon). Click the Upgrade link in the Click Here to Buy column in order to add resources to the selected subscription. In this example the ActiveSync resource is being added through this Upgrade Wizard.

93 AOD Administrator Console / Billing Page 93 of 109 4) A Resource Details screen (Resource Active Sync in this example) is displayed that allows you to determine the quantity to be purchased for the resource selected. Enter a quantity in the Place Upgrade Order for input field and click the [Next>>] button. 5) The Confirm Order screen is displayed so that you may review the details of this subscription update purchase prior to placing your order. Click the [Choose Period] button to accept the upgrade of resources and finalize this purchase. Your account is billed accordingly. Optionally, click the [Cancel] button to terminate the Upgrade Wizard and your account will not be billed.

94 AOD Administrator Console / Billing Page 94 of 109 Change Subscription Plan The Buy Additional Resource feature allows you to modify a subscription plan in order for the plan to better suit your needs. However, there may be times when you need to make a wholesale upgrade or downgrade of the overall subscription plan that you currently utilize. You may use the Change Subscription Plan feature to process an upgrade, or downgrade, of your subscription plan(s). 1) Log into the Control Panel, and access the Billing Upgrade Wizard Change Subscription Plan option from the main menu or left-side navigation menu. A screen similar to the following Change Subscription Plan: Select Subscription screen is displayed: 2) A list of your subscriptions is displayed under the Plan column. You may click on the link describing the subscription plan to be upgraded/downgraded in order to change subscription. A list of all of the variations of the subscription selected is displayed that corresponds with the category of subscription plan selected (i.e, if an Exchange subscription is being changed then only Exchange subscription plans are displayed in this step). 3) All of the different subscription plans associated with the subscription category selected are listed in the Name column. Click the radio button in front of the subscription plan to be selected as a change from your current subscription and then click the [Change Service Plan] button.

95 AOD Administrator Console / Billing Page 95 of 109 4) The Select Subscription Period screen is displayed. At the bottom of this screen you may select the subscription period. You may purchase subscriptions on a monthly or yearly basis. The yearly option represents a ten percent (10%) discount off of the monthly service pricing. Click on the radio button in front of the desired subscription period and click the [Select Period] button. Optionally, click the [Cancel] button to terminate the Upgrade Wizard and your subscription will remain unchanged and no charges will accrue to your account 5) At the top of this screen the Switch Plan Option section allows you to determine how this subscription change is to be billed. Click the radio button in front of the desired option to select how your account is to be prorated for the subscription change: From the Start Date of Current Subscription: Prorated billing starts based upon the start date of when the current subscription was first purchased. From the Date of Upgrade: Prorated billing starts by marking this update as the proration date.

96 AOD Administrator Console / Billing Page 96 of 109 My Financial Info The My Financial Info features are used to update, or modify, your billing information so that your account remains in good standing. On the My Financial subsection of the main Billing screen, a quick summary of your current account Balance and Open Orders is posted on the right side so that you may easily determine the status of your account. To access the My Financial Info options select Billing My Financial Info from the main menu or leftside navigation pane. The following screen is displayed which provides access to your account information. On the My Financial Info screen the Balance Information section displays the current Balance of your account and the last time billing on your account was updated is displayed in the Balance Last Update Time field. If needed, you may click the [New Payment] button to process a payment on your account. Invoice History The Invoice History feature displays an itemized list of your past billing cycles. You may click on any of the invoice links to display the detail associated with each invoice. Open Orders The Open Orders feature displays an itemized list of all open orders associated with your account. You may click on any of the open order links to display the detail associated with open order..

97 AOD Administrator Console / Billing Page 97 of 109 Payment Methods The Payment Methods feature allows you to define the details associated with payment methods used to manage your account. 1) Log into the Control Panel, and access the Billing My Financial Info Payment Methods option from the main menu or left-side navigation menu. A screen similar to the following Payments Methods screen is displayed: 2) You may click on the hyperlink of your current payment method(s) listed under the Type column to view details of the payment method selected. Optionally, you may add either credit card or bank account details to the list of available payment methods used to manage your account. To add a new credit card click the [Add New Credit Card] icon. A screen similar to the following is displayed. 3) Enter information as needed to complete each field and click the [Save] button in order to add this new credit card information to your payment method options. Optionally, you may click the [Cancel] button to end this process without making any changes and return to the Billing main menu.

98 AOD Administrator Console / Billing Page 98 of 109 4) To add new bank account information, from the Payment Methods screen click the [Add New Bank Account] icon. A screen similar to the following is displayed. 5) Enter information as needed to complete each field and click the [Save] button in order to add this new bank account information to your payment method options. Optionally, you may click the [Cancel] button to end this process without making any changes and return to the Billing main menu.

99 AOD Administrator Console / Billing Page 99 of 109 My Contact Info The My Contact Info features are used to modify the user information of those in your company who are authorized to manage the billing aspects of your account. There is no quick summary of information in the My Contact Info subsection of the main Billing screen, but there are Update links that allow you to quickly access this information. To access the My Contact Info options select Billing My Contact Info from the main menu or left-side navigation pane. The following screen is displayed..

100 AOD Administrator Console / Billing Page 100 of 109 Account Info The Account Info feature allows you to update basic information associated with your account that includes company and administrative contact information. 1) Log into the Control Panel, and access the Billing My Contact Info Account Info option from the main menu or left-side navigation menu. A screen similar to the following Account Info screen is displayed: 2) Click on the [Edit] button at the bottom of the screen to gain access to change the information displayed. Edit as needed to update your account information and then click the [Save] button.

101 AOD Administrator Console / Billing Page 101 of 109 Personal Info The Personal Info feature allows you to edit the information for the person who is the administrative contact for billing purposes 1) Log into the Control Panel, and access the Billing My Contact Info Personal Info option from the main menu or left-side navigation menu. A screen similar to the following Personal Info screen is displayed: 2) Click on the [Edit] button to gain access to chance the information displayed. Edit as needed to update the information associated with the billing contact for your account. 3) You may also change the password for the billing contact from this screen. Click on the [Change Password] button.

102 AOD Administrator Console / Billing Page 102 of 109 Users Users are not mailboxes. Instead a User is a person that has been provided with rights to manage your account through the Admin Console. Though you can manage Users from this Billing interface, the procedures are the same as adding Users and assigning a Role for each User as described in the My Account section. Please see My Account Adding or Deleting Administrator Users for detailed instruction for creating and defining Users and their Roles Notification Methods The Notification Methods feature allows you to set the parameters to define how you are to be automatically notified when trigger events are reached on your account.. 1) To change the notification methods settings, log into the Control Panel, and access the Billing My Contact Info Navigation Methods option from the main menu or left-side navigation menu. A screen similar to the following How to notify me screen is displayed: 2) All of the various notification events are defined under the Types of Messages column. You may click on any of these notification message hyperlinks to view, and edit, the details of the notification method. 3) You may toggle On (Send green icon) or Off (Do Not Send yellow icon) the type of notification message to be sent by clicking on the links under the Sent HTML, Sent Text, or Send PDF columns. Toggle these settings On/Off to define the type of notification message to be sent for each of the itemized notification methods listed.

103 AOD Administrator Console / End-User Access Page 103 of 109 End-User Apptix ondemand Control Panel Access End-users who have hosted Exchange, SharePoint, or other hosted services with Apptix also have access to the Apptix OnDemand control panel. Their role, or permissions, are configured so that end-users can only make changes to their own account without affecting other users or the account itself. These account changes are restricted to items such as the individual user s address(es), contact information, password reset, etc. Logging into the System (as an end-user) 1) Log into the Control Panel at The Username and Password are the same as for logging into Exchange and SharePoint. Typically the Username is the same as your address. Please call customer support at if you experience any problems with logging in. 2) Once logged in, the end-user will see the main Apptix OnDemand menu, which is specific to that user s role : As you can see in the example above, the end-user has no access to the overall company account, billing, nor any add/delete mailbox capabilities. Should an end-user need greater access, the end-user s role may be upgraded to administrator-level in the Apptix OnDemand portal by a current account Administrator. Once upgraded, the end-user access will be greatly enhanced.

104 AOD Administrator Console / End-User Access Page 104 of 109 Resetting your Password IMPORTANT: Rather than using the Outlook Web Access (OWA) portal to change a User s Exchange password, we recommend that all Users utilize this Admin Console portal to change passwords. Resetting the password from the Admin Console will update BOTH the Admin Console AND Exchange access passwords so that they are both the same and there is no confusion as to being locked out of either the Admin Console or the User s mailbox. 1) Log into the Control Panel, and access User Account Login from the left-side navigation or main menu links: 2) The current user credentials are displayed. Click the [Edit] button to change the Display name. Optionally, click the [Change Password] button to reset the password. 3) Enter the new password and confirm the password in the second field. Click the [Submit] button to save your password changes.

105 AOD Administrator Console / End-User Access Page 105 of 109 Changing Contact Information 1) Log into the Control Panel, access User Account Contact Information from the left-side navigation or main menu links. The following screen is displayed: 2) Click any of the [Edit] buttons to add or change personal contact information. Make any updates/edits and click the [Submit] button to save your changes for this end-user. This information is displayed to other users in your account via the Global Address List.

106 AOD Administrator Console / End-User Access Page 106 of 109 Viewing Exchange Setup Information 1) Log into the Control Panel, and access Exchange Mailbox General from the left-side navigation or main menu links. The following end-user mailbox information is displayed: 2) From within the Mailbox Access section, click the View setup info links to see configuration instructions on how to access OWA, Outlook (RPC over HTTPS), ActiveSync (if enabled for this user), and IMAP/POP. Follow the setup instructions displayed in the Help Window for each item selected:

107 AOD Administrator Console / End-User Access Page 107 of 109 Adding Alias Addresses 1) Log into the Control Panel, and access Exchange Mailbox Addresses from the left-side navigation or main menu links. Here you will see the user s primary address, as well as any additional aliases also associated with this mailbox. Click the [Add New Address] button. 2) Enter a new address prefix for this alias in the address: input field, and select the desired domain name from the drop-down list. Click the [Submit] button to accept the inputs for this alias. 3) The Addresses screen updates to show all aliases for this mailbox and the Status column updates with Creating for the newly created alias. You may click the Refresh link at the top right of the screen after a few seconds, and the status will refresh to be Ready. 4) Now that you have more than one address/alias associated with this mailbox, it is possible to change the primary address by clicking the [Change] button shown in Step 1 above.

108 AOD Administrator Console / End-User Access Page 108 of 109 The primary address is identified at the top of this Addresses screen and also identified as the primary under the Primary addresses column. 5) If you click the [Change] button, the Primary addresses column updates with links for all defined aliases. Click on the desired alias Set as primary address link to designate the address as the new primary address for this mailbox. Click on the [Finish] button to make the primary address change. The newly selected primary address will be displayed on the Addresses screen that displays all defined addresses for this mailbox.

109 AOD Administrator Console / End-User Access Page 109 of 109 Enabling Forwarding 1) Log into the Control Panel and access Exchange Mailbox Forwarding from the left-side navigation or main menu links. To enable forwarding, click the [Enable Object] button. 2) In the address: input field type the address to which you would like to forward your messages. This is a free-form field that requires that you type the forwarding address exactly as it should be addressed. Click the [Submit] button to save your forwarding parameters. Click the Leave copy of messages checkbox if you wish to leave a copy of your messages in your Apptix mailbox in addition to forwarding to the specified forwarding address. If you do not click this checkbox, will be forwarded to your external address without saving a copy in your Apptix mailbox. Once you have finished, click the [Submit] button to finalize your forwarding parameters. NOTE: The above example represents forwarding to a Blackberry Internet Service (BIS) account, which is only. To obtain full replication and synching of your Exchange mailbox ( , Contact, Calendar, Notes & Tasks) to a Blackberry device you will need to obtain Blackberry Enterprise Service. About Apptix Apptix (OSE: APP) is the industry-leading provider of hosted , voice, and collaboration services for small and medium-sized businesses, serving nearly 200,000 Exchange subscribers and approximately 19,000 organizations worldwide. Apptix offers hosted Microsoft Exchange, hosted VoIP, hosted Microsoft SharePoint, mobile messaging, and compliance and archiving, both directly and through its MailStreet subsidiary. Apptix provides the reliability and scalability of big business communications solutions at a small business price, freeing IT staff to focus on improving and innovating within their companies. Apptix is a Microsoft Gold Certified Partner for Hosting and Application Services. The company is headquartered in Herndon, Virginia, with additional locations in Florida, Illinois, Texas, and India. Apptix is recognized as one of the CRN 2008 Fast Growth 100, Deloitte s 2008 Virginia Technology Fast 50 and Washington Business Journal 2008 Fastest Growing Companies. For more information, visit Copyright Apptix All other trademarks and logos are property of their respective owners.

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