diff options
Diffstat (limited to 'help/C/usage-exchange.xml')
-rw-r--r-- | help/C/usage-exchange.xml | 951 |
1 files changed, 0 insertions, 951 deletions
diff --git a/help/C/usage-exchange.xml b/help/C/usage-exchange.xml deleted file mode 100644 index c2082481bc..0000000000 --- a/help/C/usage-exchange.xml +++ /dev/null @@ -1,951 +0,0 @@ - <chapter id="usage-exchange"> - <title>Connecting to Exchange Servers</title> - <para>The Evolution Connector for Microsoft Exchange allows Novell - Evolution clients to access accounts on Microsoft Exchange 2000 - servers. It is available through Novell Red Carpet in its own - channel. Like Novell Evolution, it is free software and licensed under the - GPL. - </para> - - <warning id="licensing"> - <title>Requirements</title> - <para> - Evolution Connector works only with Exchange 2000 and later, and requires - that Outlook Web Access be enabled. Each user will need a - valid Microsoft Exchange server account, including license. - </para> - </warning> - - <sect1 id="new-in-connector"> -<title>What's New in Connector &appversion;</title> - <para> - Evolution Connector &appversion; is primarily a bug-fixing - release. New features include password management and password - expiration warnings. - </para> - - <para> - Previous versions of Evolution Connector for Microsoft Exchange added - support for the <guilabel>Flag for Followup</guilabel> and - <guilabel>Out of Office</guilabel> feature, - public folders, delegation, direct booking, and more. - </para> - -</sect1> - - <sect1 id="features"> - <title>Connector Features</title> - <para> - Evolution - Connector supports the following basic - <application>Microsoft Exchange</application> features: - <itemizedlist> - <listitem> - <para> - General - </para> - <variablelist> - <varlistentry> - <term>Remote Exchange Information Store</term> - <listitem> - <para> - Allows you to access mail, address book (including - Global Address List folder), and calendars, and task - folders on an Exchange 2000 server from Evolution. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Palm synchronization</term> - <listitem> - <para> - Supported for Contacts and Calendars on Exchange. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Password Management</term> - <listitem> - <para> - To change your password, go to the - <guilabel>Exchange</guilabel> tool and select <menuchoice> - <guimenu>Actions</guimenu> <guimenuitem>Change Exchange - Password</guimenuitem> </menuchoice>. If your - password has expired, Evolution will ask you to - change your password when you start up. - </para> - </listitem> - </varlistentry> - </variablelist> - </listitem> - <listitem> - <para> - Mail - </para> - <variablelist> - <varlistentry> - <term>Viewing Mail in Exchange Folder</term> - <listitem> - <para>Mail stored on the Exchange server is visible in - the <guilabel>Mail</guilabel> and <guilabel>Exchange</guilabel> tools - in Evolution. </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Sending Email via Exchange Protocols</term> - <listitem> - <para> - You may use the Microsoft Exchange mail transport - protocol to send email. Make sure that the address - you have entered as your email address is exactly - the one that the Exchange server has on file. This - may be "yourname@exchange-server.ximian.com" rather - than "yourname@ximian.com." - </para> - </listitem> - </varlistentry> - </variablelist> - </listitem> - <listitem> - <para> - Calendar - </para> - <variablelist> - <varlistentry> - <term>Meeting Request/Proposal</term> - <listitem> - <para> - Allows Evolution users to - schedule meetings and view attendee availability for - other users (Evolution or - Outlook users) on - Exchange. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Adding iCalendar Meeting Requests to Calendar</term> - <listitem> - <para> - If you receive an iCalendar meeting request and add it - to your calendar, it will be saved to your - Exchange calendar. - </para> - </listitem> - </varlistentry> - </variablelist> - </listitem> - <listitem> - <para> - Contacts - </para> - <variablelist> - <varlistentry> - <term>Address Completion</term> - <listitem> - <para> - Supported for your Exchange - Contacts folder. Not yet supported for the Global - Address List. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Adding VCards to Address Book</term> - <listitem> - <para> - If you receive a VCard attachment and click - <guilabel>Save in Address Book</guilabel>, it will - be saved to your Exchange address book. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>New Address Book entries can be created on - Exchange from received email - messages with a single click</term> - <listitem> - <para> - </para> - </listitem> - </varlistentry> - </variablelist> - </listitem> -</itemizedlist> -</para> - -<para> -There are, however, some features which are not available: -<itemizedlist> - <listitem> - <para> - Work Offline (disconnected mode). - </para> - </listitem> - <listitem> - <para> - "Recall Message" function. - </para> - </listitem> - </itemizedlist> - </para> - </sect1> - <sect1 id="install"> - <title>Installing the Connector</title> - <para> - To install the Evolution Connector, run Red Carpet by - selecting <menuchoice><guimenu>System</guimenu><guimenuitem>Get - Software</guimenuitem></menuchoice>. Subscribe to the Evolution - Connector for Microsoft Exchange channel, select the Evolution - Connector for Microsoft - Exchange2000, and click the - <guilabel>Install</guilabel> button. You can also install - the Connector by downloading the individual packages from - ftp.ximian.com if you wish. - </para> - - - </sect1> - - <sect1 id="exchange-configure"> - <title>Adding your Exchange Account in Novell Evolution</title> - <para> - Once you have installed the Connector, you need to set up access - for your Exchange account on both the - Exchange server and within Evolution. - </para> - - <sect2 id="config-server"> - <title>Exchange Server Settings</title> - <para> - Check with your system administrator to ensure that: - <itemizedlist> - <listitem> - <para> - You have a valid account on the Exchange server. - </para> - </listitem> - <listitem> - <para> You are permitted to access the account with - WebDAV. This is the default setting for the - Exchange server, so unless - your system administrator has specifically turned it - off, no changes should be necessary. - </para> - </listitem> - </itemizedlist> - </para> - - <para> - The Novell website knowledge base, at <ulink type="http" - url="http://support.ximian.com">support.ximian.com</ulink>, - has additional information about checking to make sure that - your Exchange server will accept - connections from Novell Evolution. - </para> - </sect2> - - - <sect2 id="config-client"> - <title>Standard Configuration Tool for Evolution Connector</title> - <para> - Once you know that your server is ready for you to connect, - you are ready to add your Exchange account to Evolution Connector. - </para> - - - <sect3 id="config-easy"> - <title>Simple Configuration Tool for Evolution Connector</title> - <para> - Evolution Connector 1.4 comes with a simple account creation tool - for some installations. Other installations will require - the standard account tool described in <xref - linkend="config-client" /> below. - </para> - <para> - If you have no accounts configured, - the simple assistant will start when you start Novell - Evolution. It asks only for the name of your Outlook - Web Access server, and your username and password. Evolution - Connector will determine the remaining information on its own. - </para> - <para> - If the simple account tool does not run automatically, create - an account as described below. - </para> - </sect3> - - - <sect3 id="config-exchange-new-account"> - <title>Creating a New Exchange Account</title> - - - <para> - If you would like to create a new account for your Exchange - server, select <menuchoice> - <guimenu>Tools</guimenu> - <guimenuitem>Mail Settings</guimenuitem> - </menuchoice> - from any mail view. Then click the <guilabel>Add</guilabel> - button in the accounts list. The account creation assistant - will guide you through the process, which is also described in - <xref linkend="usage-mainwindow-starting"/>. If you're not - sure about any of the information you need, just ask your - system administrator. - </para> - - - <variablelist> - <varlistentry> - <term>Identity</term> - <listitem> - <para>Enter your name and email address. If you wish, - you may add your organization and the location of your - signature file. Only your name and email address are - required. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Receiving Mail</term> - <listitem> - <para> - In this step, you'll enter information about the way - you check mail: - <orderedlist> - <listitem> - <para> - First, select <guilabel>Microsoft - Exchange</guilabel> as your server type. - </para> - </listitem> - <listitem> - <para> - Enter the name of your Exchange email server, and - the user name you would use to log in to a - Windows workstation in your organization. - </para> - </listitem> - <listitem> - <para> - If you wish, select the box labeled - <guilabel>Use secure connection - (SSL)</guilabel>, to take advantage of a more - secure connection method. This may allow you to - connect to the server from outside your - firewall. - </para> - </listitem> - - <listitem> - <para> - Select the kind of authentication your network - uses. You can click the <guilabel>Check for Supported - Types</guilabel> button to see which kinds will work. - </para> - </listitem> - - <listitem> - <para> - If you would like Evolution to - remember your password, check the box labeled - <guilabel>Remember this password</guilabel>. - </para> - </listitem> - </orderedlist> - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Receiving Mail, Step Two</term> - <listitem> - <para>There are a few additional options in this step: - <orderedlist> - <listitem> - <para> - Checking for New Mail: If you would like to - check for new mail automatically, click the - checkbox and enter an interval in minutes. - </para> - </listitem> - <listitem> - <para> - Global Address List/Active Directory: Enter the - name of your global catalog server (directory - server). This will allow you to use the Global - Address List (GAL). Normally, - Evolution will fetch - a maximum of 500 responses to any query, but you - may increase or decrease this number if you - wish. A lower number decreases load on the - server, and many servers will refuse to return - more than 1000 results, no matter how many you - ask for. - - <note id="why-you-need-gal"> - <title>The Global Catalog Server</title> - <para> - The Global Catalog server provides you with - access to the Global Address List, - free/busy information, and folder delegation - features. These may not work properly if you do - not have a Global Catalog server. - </para> - </note> - - </para> - </listitem> - - <listitem> - <para> - Exchange Server: There are two options here: - <itemizedlist> - <listitem> - <para> - Exchange mailbox name: Enter your exchange - mailbox name. The suggested value is - probably correct. - </para> - </listitem> - <listitem> - <para> - Outlook Web Access (OWA) Path: In most cases, - the URL for Outlook Web Access is - "http://server.company.com/exchange." If your - system has a URL that does not end in - "/exchange," enter the custom path here. - </para> - </listitem> - <listitem> - <para> - Public Folder Server: Enter the name of - your public folder server here. - </para> - </listitem> - </itemizedlist> - </para> - </listitem> - <listitem> - <para> - Apply filters to new messages in Inbox on this - server: Check this box to filter messages in - this account. - </para> - </listitem> - </orderedlist> - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Sending Mail</term> - <listitem> - <para>Select <guilabel>Microsoft Exchange</guilabel> as - your email sending method. There is nothing else to do - in this step.</para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Account Management</term> - <listitem> - <para>Enter a name that you will use to remember this - account. "Exchange Account" is a good suggestion. Note - that you cannot have two accounts with the same name. - If you'd like to make this your default account for - sending email, check the <guilabel>Make this my default - account</guilabel> box.</para> - </listitem> - </varlistentry> - </variablelist> - <para> - You're done. Click <guilabel>Finish</guilabel> and - <guilabel>OK</guilabel>, then quit - Evolution and start it again. Now - you're ready to get to work on the Exchange server. - </para> - - - - </sect3> - - <sect3 id="config-exchange-existing-account"> - <title>Changing an Existing Account to Work with Exchange</title> - <para> - If you have an existing email account, and want to convert it - to use for Exchange, select the account you want to convert - and click the <guilabel>Edit</guilabel> button. You'll want - to change settings in the following tabs of the account - dialog: - </para> - - <figure> - <title>Exchange Account Settings: Identity</title> - <screenshot> - <screeninfo>Creating an Exchange Account, Step One: Identity</screeninfo> - <mediaobject><imageobject> - <imagedata format="PNG" fileref="figures/exchange-identity" srccredit="Aaron Weber"/> - </imageobject></mediaobject> - </screenshot> - </figure> - - - <variablelist> - <varlistentry> - <term>Identity</term> - <listitem> - <para> - If your email address will change because you are moving - to a new server, then change it in this tab. Otherwise, - move to the next tab. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Receiving Mail</term> - <listitem> - <para> - Select <guilabel>Microsoft Exchange</guilabel> as your - server type. Enter your name of your server next to - <guilabel>Host</guilabel>, and the user name for your - account next to <guilabel>Username</guilabel>. If your - server supports SSL (Secure Socket Layer) encryption, it - you can check the <guilabel>Use SSL</guilabel> box to - take advantage of more secure data transfers. - - - - <figure> - <title>Exchange Account Settings: Receiving Mail</title> - <screenshot> - <screeninfo>Creating an Exchange Account, Step Two: Receiving Mail</screeninfo> - <mediaobject><imageobject> - <imagedata format="PNG" fileref="figures/exchange-receive" srccredit="Aaron Weber"/> - </imageobject></mediaobject> - </screenshot> - </figure> - - </para> - - - </listitem> - </varlistentry> - - - <varlistentry> - <term>Receiving Options</term> - <listitem> - <para> - Here, you'll find some additional settings: - <variablelist> - <varlistentry> - <term>Checking for New Mail</term> - <listitem> - <para> - Select whether you would like to check for - mail automatically, and if so, how often. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Global Address List/Active Directory</term> - <listitem> - <para> - The Global Address List (GAL) is an - address book for everyone represented in - your organization's Exchange deployment. To - use the GAL, click the tab labeled - <guilabel>Receiving Options</guilabel> and - enter the name of your Global Catalog - Server. The GAL is maintained by your - system administrator and you cannot add, - change, or remove items from it using - Novell Evolution. However, you can use it - to invite people to meetings and to look up - addresses and other information. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Exchange Server</term> - <listitem> - <para> - If your Exchange server requires you to use a - different mailbox name from the name you use to - log in, select the second check-box and enter - the mailbox name. Check with your system - administrator to be sure. - </para> - <para> - In most cases, the URL for web access is - "http://server.company.com/exchange." If your - system has a path that is not "exchange," check - the box and enter the custom path here. - </para> - <para> - If your network uses a different server - for Public Folders than for personal - folders, enter its name here. - </para> - </listitem> - </varlistentry> - - </variablelist> - - <figure> - <title>Exchange Account Settings: Receiving Mail</title> - <screenshot> - <screeninfo>Creating an Exchange Account, Step Three: Mail Options</screeninfo> - <mediaobject><imageobject> - <imagedata format="PNG" fileref="figures/exchange-receive-options" srccredit="Aaron Weber"/> - </imageobject></mediaobject> - </screenshot> - </figure> - - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Sending Mail</term> - <listitem> - <para> - If you will use your Exchange server to send as well as - receive mail, select <guilabel>Microsoft - Exchange</guilabel> as your server type, and enter the - server name as the <guilabel>Host</guilabel>. - </para> - </listitem> - </varlistentry> - </variablelist> - <para> - - Once you have made those changes, click the - <guilabel>OK</guilabel> button. - </para> - <para> - Then, quit Evolution and start it - up again. Changes to the Evolution Connector accounts - configuration are not active until you have restarted the - application. - </para> - </sect3> - </sect2> - </sect1> - - <sect1 id="access"> - <title>Accessing the Exchange Server</title> - - <para> - When you have installed the Connector, an - <guilabel>Exchange</guilabel> button is available in the shortcut - bar. The <guilabel>Exchange</guilabel> tool is used only to - access public folders and to perform certain Exchange actions - like delegation and password management. Use the regular - <guilabel>Mail</guilabel> tool for mail, the - <guilabel>Contacts</guilabel> tool for contacts, and the - <guilabel>Calendar</guilabel> tool for your schedule. - </para> - - <note id="save-to-local-or-exchange"> - <title>Saving Attached Addresses and Appointments</title> - <para> - If you are using both an Exchange account and a local mail - account, you should be aware that whenever you save an email - address or appointment from an email message, it will be - saved in your Exchange contacts list or calendar, rather - than in your local account. The same is true of - synchronization with Palm-OS devices: tasks, appointments, - and addresses from your Palm-OS device will be synchronized - with those in the Exchange folders rather than local - folders. - </para> - </note> - - <tip id="gal-empty"> - <title>The Global Address List Appears Empty At First</title> - <para> - To avoid unnecessary strain on the server, the GAL will - appear empty until you have searched for something in it. - If you want to display all the cards in the list, click in - the search box and press <keycap>Enter</keycap>. This - enters a blank search: since every card contains a blank in - it, every card will appear. - </para> - </tip> - - </sect1> - - <sect1 id="exchange-settings"> - <title>Special Connector Only Settings</title> - <para> - There are two items in the Evolution preferences window that - are available only with Evolution Connector. The first is - delegation and permissions handling, and the second is the - creation of "Out of Office" messages. - </para> - - <sect2 id="exchange-delegate"> - <title>Access Delegation</title> - <para> - You can allow other people in your organization's Global - Address List to access your calendar, address - book, and messages, and they can let you manage theirs. - Delegation allows people to do anything from check on each - other's schedules to completely manage their personal - information. - </para> - - <sect3 id="exchange-delegate-to-others"> - <title>Delegating Access to Others</title> - <para> - To add someone to your list of delegates, click the - <guilabel>Add</guilabel> button and select them from the - Global Address List. When delegating you can grant different - levels of access to different types of data. You may also - decide whether the access you grant applies to items marked - <guilabel>Private</guilabel>, or only to public items. - </para> - - - <figure> - <title>Exchange Account Delegation</title> - <screenshot> - <screeninfo>Exchange Account Delegation Settings</screeninfo> - <mediaobject><imageobject> - <imagedata format="PNG" fileref="figures/exchange-delegation" srccredit="Aaron Weber"/> - </imageobject></mediaobject> - </screenshot> - </figure> - - - <para> - For each of the four types of folder, you may select one of - the following levels of access: - <variablelist> - <varlistentry> - <term>None</term> - <listitem> - <para> - Do not allow this person to access any folders of - this type. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Reviewer (read-only)</term> - <listitem> - <para> - Allow the person to see items in this type of - folder, but not create new items or edit existing - items. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Author (read, create)</term> - <listitem> - <para> - The delegate may view items in your folders, and may - create new items, but may not change any existing items. - </para> - </listitem> - </varlistentry> - - <varlistentry> - <term>Editor (read, create, edit)</term> - <listitem> - <para> - The delegate may view, create, and change items in - your folders. - </para> - </listitem> - </varlistentry> - </variablelist> - </para> - </sect3> - <sect3 id="exchange-delegated-to-you"> - <title>Acting as a Delegate for Others</title> - <para> - To see the list of people who have granted you access to - their folders, click the <guilabel>Acting as a - Delegate</guilabel> tab in the Exchange Delegation settings - window. If you plan to send email on behalf of someone, - click the checkbox next to their name, and an email identity - will be created. You can then select that identity in the - <guilabel>From</guilabel> list in your message composer. - </para> - - <para> - To access the folders delegated to you, do the following: - <orderedlist> - <listitem> - <para> - Select - <menuchoice> - <guimenu>File</guimenu> - <guimenuitem>Open Other User's Folder</guimenuitem> - </menuchoice> - </para> - </listitem> - <listitem> - <para> - Enter the email address of the user who - has delegated to you or click the - <guilabel>User</guilabel> button to select them from your - address book. - </para> - </listitem> - - <listitem> - <para> - Select the folder you wish to open. - </para> - </listitem> - - <listitem> - <para> - Click <guilabel>OK</guilabel>. - </para> - </listitem> - </orderedlist> - </para> - <para> - Folders delegated to you appear in your folder list inside a - folder labeled with the name of their owner. For example, if - Martha Thompson delegates folders to you, you will see a - folder called <guilabel>Martha Thompson's Folders</guilabel> - in the folder tree at the same level as your <guilabel>Personal - Folders</guilabel> and <guilabel>Public - Folders</guilabel>. - </para> - - <note id="error"> - <title>Error Messages</title> - <para> - If the folder fails to open properly, check with the - folder owner that you have been granted the correct access - permissions. - </para> - </note> - </sect3> - </sect2> - - - <sect2 id="exchange-out-of-office"> - <title>Setting an Out of Office Message</title> - <para> - An <guilabel>Out of Office</guilabel> message is - an automatic reply that you can send to emails, explaining why - you aren't going to respond to their message. For example, if - you go on vacation for a week and will be away from email, you - can set an automatic reply so that people who write to you know - that you aren't ignoring them. - </para> - <para> - To create an <guilabel>Out of Office</guilabel> message, - select <menuchoice> <guimenu>Tools</guimenu> - <guimenuitem>Settings</guimenuitem> - </menuchoice> and then click the <guilabel>Out of - Office</guilabel> button. - </para> - - <para> - Then, click <guilabel>I am currently - out of the office.</guilabel>. Then, enter a short message in - the text entry box. Click <guilabel>OK</guilabel>. - </para> - <para> - Your message will be sent automatically to - anyone who sends you mail until you return and click - <guilabel>I am currently in the office</guilabel>. - </para> - </sect2> - - - </sect1> - - - <sect1 id="full-advantage"> - <title>Scheduling Appointments with Free/Busy</title> - <para> - When you schedule a meeting with your calendar on the - Exchange server, you can check when - other local Exchange users are busy according to their - Exchange calendars. To do so: - </para> - <figure> - <title>Scheduling With Free/Busy Information</title> - <screenshot> - <screeninfo>Using the Free/Busy Feature</screeninfo> - <mediaobject><imageobject> - <imagedata format="PNG" fileref="figures/schedule" srccredit="Aaron Weber"/> - </imageobject></mediaobject> - </screenshot> - </figure> - - <note id="reminders-in-exchange"> - <title>Reminders In Exchange</title> - <para> - Reminders for appointments in your Exchange calendar will - not work until you have run Evolution at least once after - logging in. This is different from locally stored reminders, - which will work from the moment you log in, regardless of - whether you have run Evolution in the session. - </para> - </note> - <orderedlist numeration="arabic"> - <listitem> - <para> - Open a new appointment in the calendar. - </para> - </listitem> - <listitem> - <para> Choose <menuchoice> <guimenu>Actions</guimenu> - <guimenuitem>Schedule Meeting</guimenuitem> - </menuchoice> in the meeting editor window. - </para> - </listitem> - <listitem> - <para> Add attendees, either by entering their email - addresses into the list, or by clicking the - <guilabel>Invite Others</guilabel> button. If you choose - to so, it's best to use the Global Address List (GAL). - Choose the GAL from the drop-down list of address sources - at the top of the dialog box. - </para> - </listitem> - <listitem> - <para> - Choose <guilabel>Options</guilabel> and then - <guilabel>Update Free/Busy</guilabel> to check participant - schedules and, if possible, update the meeting in all - participants' calendars. - </para> - </listitem> - </orderedlist> - <tip id="autopick"> - <title>Using Autopick to Adjust Meeting Times</title> - <para> - If meeting attendees are not available during the times you - have scheduled a meeting, you can "nudge" the meeting forward - or backward to the nearest available time. To do so, just - click the arrows to the left or right of the - <guilabel>Autopick</guilabel> button. The Autopick tool will - move the meeting to the nearest time during which all - attendees are available. If you aren't satisfied with those - results, you can drag the edges of the meeting time to the - hours that you want to select. - </para> - </tip> - </sect1> -</chapter> - |