INSTALLATION GUIDE Version 1.2

INSTALLATION GUIDE Version 1.2 1

Table of Contents OVERVIEW... 3 PREREQUISITES... 3 1. CREATE THE SMARTAFONE SERVICE ACCOUNT... 4 2. INSTALL SMARTAFONE... 5 3. SETTING PUBLIC FOLDERS PERMISSIONS... 11 3.1. SETTING PUBLIC FOLDERS PERMISSIONS WITH EXCHANGE 2003... 11 3.2. SETTING PUBLIC FOLDERS PERMISSIONS WITH EXCHANGE 2007/2010... 14 4. GRANTING MAILBOX PERMISSIONS... 15 4.1. GRANTING MAILBOX PERMISSIONS WITH EXCHANGE 2003... 15 4.1.1. Granting permission at the server level... 15 4.1.2. Granting permission at the mailbox store level... 17 4.1.3. Granting permission to an individual mailbox... 19 4.2. GRANTING MAILBOX PERMISSIONS WITH EXCHANGE 2007/2010... 21 2 SMARTAFONE INSTALLATION GUIDE

Overview SmartaFone allows users of Smartphones to view Microsoft Exchange Server Public Folders. It achieves this by creating a copy of the Public Folder within the user s personal mailbox. Once the replicated folder is present, Smartphones (or any device which can currently synchronise with Exchange Server) will be able to see the new Private Folder. SmartaFone will then keep the Private Folder in sync with the Public Folder. The SmartaFone Task Manager is used to create tasks which control how the replication occurs. For example, one or two way synchronisation and how old calendar data is kept. Prerequisites SmartaFone requires the following software components: Microsoft Exchange Server (Versions 2003, 2007 or 2010) Microsoft.Net Framework 3.5 SP1 Microsoft Windows Installer 3.1 Microsoft SQL Server Compact Edition 3.5 SP2 Microsoft MAPI With the exception of Microsoft Exchange Server itself, the SmartaFone setup program will download and install these packages automatically if required. SmartaFone uses Microsoft's Messaging API (MAPI) to communicate with the Exchange Server. MAPI is installed by Microsoft Exchange 2003 and earlier, also by Microsoft Outlook. Microsoft Exchange 2007 and 2010 do not install MAPI. The SmartaFone Installer will automatically install MAPI if it is not present on your server. If you intend to install Microsoft Outlook on the same system, please install it before SmartaFone to ensure that the correct version of MAPI is used. 3

1. Create the SmartaFone Service Account SmartaFone requires a Windows account that has a Microsoft Exchange mailbox. The SmartaFone Folder Sync Service will use this account to communicate with the Exchange server. The account needs permission to create new items and to update and delete existing items in the public folders that will be synchronized. The account also needs full permission on the mailboxes of the participating users. 1.1. Create a Windows account with the following attributes: Name: SmartaFoneAdmin Group Membership: Domain Users 1.2. Create a Microsoft Exchange mailbox for the account. 1.3. Give this account 'Editor' permission (or higher) on all of the Exchange public folders that will be synchronized by SmartaFone. (See Setting Public Folders Permissions) 1.4. Give this account full permission on the Mailbox Store. (See Setting Mailbox Permissions) 4 SMARTAFONE INSTALLATION GUIDE

2. Install SmartaFone The windows account that you use to install the SmartaFone Folders software requires local administrator permission. 2.1. Create a folder where the SmartaFone setup files can be saved. 2.2. Download the SmartaFone Setup program from smartafone.com. You will need to register on the site in order to access the download page. 2.3. Run SmartaFone.exe and choose a location to where the setup files should be extracted. 2.4. Two files will be extracted, Setup.exe and SmartaFone Setup.msi. Run Setup.exe. 2.5. The setup will check for the prerequisites and install them if they are not already installed. If any of the prerequisites needs to be installed you will be prompted to read and accept the supplier s licence agreement. 5

2.6. After accepting the licence agreements the prerequisites will be downloaded. 2.7. Once the files are downloaded the installation will proceed automatically. 2.8. This process may require the system to be rebooted. 2.9. If the system was rebooted, Setup.exe should restart automatically. If it doesn t for any reason, run Setup.exe manually to continue. 6 SMARTAFONE INSTALLATION GUIDE

2.10. Once installation of the prerequisites is complete the SmartaFone Setup Wizard will be displayed. 2.11. Click Next. Read the End-User Licence Agreement and tick the box to accept the terms in the Licence Agreement, if you agree. Click Next to proceed. 7

2.12. Check the installation Folder is suitable and click Next. 2.13. Enter the name of your Exchange Server and click Next. 8 SMARTAFONE INSTALLATION GUIDE

2.14. Enter the login name and password for the service account you created earlier. Note: Enter the Username in the DOMAIN\Username format. 2.15. Click Install to start the installation. 9

2.16. Once the installation completes click the Finish button. 10 SMARTAFONE INSTALLATION GUIDE

3. Setting Public Folders Permissions 3.1. Setting Public Folders Permissions with Exchange 2003 3.1.1. In Exchange System Manager expand the Public Folders node in the console tree. 3.1.2. Right click the public folder for which you want to set permissions and select the Properties option from the popup menu. 11

3.1.3. Select the Permissions tab and click the Client permissions button. 12 SMARTAFONE INSTALLATION GUIDE

3.1.4. Use the Add button to add the SmartaFoneAdmin user and allocate Editor permission. 3.1.5. Click OK to close the Client Permissions dialog and then click OK to close the folder properties dialog. 3.1.6. Repeat this process for any other folders that you intend to use with SmartaFone. 13

3.2. Setting Public Folders Permissions with Exchange 2007/2010 In Exchange Management shell use the add-publicfolderclientpermission command to give the SmartaFoneAdmin user Editor permission on all of the public folders that will be used with SmartaFone. Example 1 - Assign Editor permission on a specific folder. add-publicfolderclientpermission -Identity "\Company Contacts" -User SmartaFoneAdmin -AccessRights Editor Example 2 - Assign Editor permission on all top level public folders get-publicfolder -GetChildren add-publicfolderclientpermission -User SmartaFoneAdmin -AccessRights Editor 14 SMARTAFONE INSTALLATION GUIDE

4. Granting Mailbox Permissions 4.1. Granting Mailbox Permissions with Exchange 2003 Permissions can be granted to specific mailboxes individually or at the Server or Mailbox Store level. 4.1.1. Granting permission at the server level 4.1.1.1. In Exchange System Manager expand the Server node in the console tree. 4.1.1.2. Right click the Server and select the Properties option from the popup menu. 15

4.1.1.3. Select the Security tab and use the Add button to add the SmartaFoneAdmin user. 4.1.1.4. With the SmartaFoneAdmin user selected in the list ensure that Allow Full control is ticked and click OK. 16 SMARTAFONE INSTALLATION GUIDE

4.1.2. Granting permission at the mailbox store level 4.1.2.1. In Exchange System Manager expand the Storage Group Node under the Server Node in the console tree. 4.1.2.2. Right click on the Mailbox Store and select Properties from the popup menu. 17

4.1.2.3. Select the Security tab and use the Add button to add the SmartaFoneAdmin user. 4.1.2.4. With the SmartaFoneAdmin user selected in the list ensure that Allow Full control is ticked and click OK. 18 SMARTAFONE INSTALLATION GUIDE

4.1.3. Granting permission to an individual mailbox 4.1.3.1. In Active Directory Users and Computers right click the user and select Properties from the popup menu. 4.1.3.2. Select the Exchange Advanced tab and click the Mailbox Rights button. 19

4.1.3.3. With the SmartaFoneAdmin user selected in the list ensure that Allow Full mailbox access is ticked. 4.1.3.4. Click OK to close the permissions dialog then click OK to close the Properties dialog. 20 SMARTAFONE INSTALLATION GUIDE

4.2. Granting Mailbox Permissions with Exchange 2007/2010 In Exchange Management shell access to individual mailboxes can be granted by setting the Full Access permission for the mailbox using the add-mailboxpermission command. Alternatively you can set permissions at mailbox database or Exchange organisation level by assigning the Receive- As permission by using the add-adpermission command. Example 1 - Assign Receive-As permission on all mailbox databases in the Exchange organisation: get-mailboxdatabase add-adpermission -User "SmartaFoneAdmin" -ExtendedRights Receive-As Example 2 - Assign Receive-As permission on a specific mailbox database: add-adpermission -Identity "Mailbox Database" -User "SmartaFoneAdmin" - ExtendedRights Receive-As Example 3 - Assign Full Access permission on an individual mailbox: add-mailboxpermission "Adeline.Fothergill" -User "SmartaFoneAdmin" - AccessRights FullAccess 21