Admin Guide Apptix OnDemand Administration Console Panel

Transcription

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 first.lastname@yourdomain.com 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 webmaster@mydomain.com 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: webmaster@mydomain.com) that is delivered to an address/person that is NOT associated with your domain (routed to the contractor at mywebmaster@mywebcontractor99.com 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 (joe@mydomain.com) needs to be able to send as the Distribution List named Information for MyCompany (info@mydomain.com). 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