Product Documentation

Exchange Services

Jun 05, 2015

CloudPortal Services Manager Exchange Services provide single or multi-tenanted Microsoft Exchange from the cloud.

  • Hosted Exchange Services support Microsoft Exchange 2003, 2007, and 2010
  • Hosted Exchange Multi-tenanted Services support Microsoft Exchange 2010 Service Pack 1
    Note: If you installed Exchange using the /hosting option, configure Hosted Exchange Multi-tenanted Services for Services Manager. If you did not install Exchange using the /hosting option, configure Hosted Exchange Services for Service Manager.

CloudPortal Services Manager concurrently supports Exchange 2007 and 2010 or Exchange 2003 and 2007.

Prerequisites

  • Install CloudPortal Services Manager Exchange Web Service.

To configure Hosted Exchange Services

  1. Enable the service (top level) and create user and customer plans:
    1. From the main menu, choose Configuration > System Manager > Service Deployment and then expand Hosted Exchange.
    2. Click User Plans, enter a Name for the user plan, and then click Create.
    3. Click Customer Plans, create a customer plan, click Create, and then click Save.
  2. Enable the service (location level): Under Service Filter, select Active Directory Location Services, choose a Location Filter if applicable, expand Hosted Exchange, and click Save.
  3. Verify credentials: From the main menu, choose Configuration > System Manager > Credentials and verify that the impersonation account (EXCHWS_USERNAME) for the Exchange service exists. If it does not, create the account.
  4. Enable the server:
    1. From the main menu, choose Configuration > System Manager > Servers.
    2. If the server where the Exchange web service is installed is not listed, click Refresh Server List.
    3. Expand the entry for the server and verify that Server Enabled is selected.
  5. Assign server roles:
    1. From the main menu, choose Configuration > System Manager > Server Roles and then expand the entry for the server.
    2. Under Server Connection Components, select Hosted Exchange and then click Save.
  6. Add a server connection:
    1. From the main menu, choose Configuration > System Manager > Server Connections, select a Location Filter if applicable, click New Connection, and then specify the following information for the Exchange Web Service.
      Server Role
      Choose Hosted Exchange.
      Server
      Choose the server where the Exchange Web Service is installed.
      Credentials
      Choose the credentials for the Exchange Web Service.
      URL Base
      Defaults to /ExchangeWS/HostedExchange.asmx.
      Protocol
      Defaults to http.
      Port
      Defaults to 8095. If you change the port here, change it also in the Services Manager Web Service.
      Timeout
      Defaults to 200000 milliseconds.
      Version
      Select the Exchange version that you are configuring.
    2. Click Save.
    3. From the main menu, choose Configuration > System Manager > Server Connections and then click the icon in the Test column for the Exchange server. The icon turns green for a successful connection. A red icon indicates an unsuccessful connection. Mouse over it for information about the failed connection.
  7. Update service settings as needed: From the main menu, choose Configuration > System Manager > Service Deployment, select Active Directory Location Services, choose a Location Filter if applicable, expand Hosted Exchange, and then click Service Settings. The following settings are required:
    Any setting that includes the value [ExchangeServer]
    Replace with the Exchange server's name.
    System Domain
    If this is not set to the correct domain, provisioning will fail.
    Preferred Mail Stores
    Select this check box, select the tab for your version of Exchange, click Reload, and then select the checkbox for at least one mail database.
    Public Folders > Public Folders Enabled
    Select the check box to provision Public Folders.
    Public Folders > Public Folder Server
    Select this check box, click Reload to replace the default public folder server, and then select the check box for the public folder server.
    Offline Address Book (OAB)
    OABs can be distributed using public folders (for Exchange 2003, 2007, or 2010) or web-based virtual directories (Exchange 2007 or 2010).
    To distribute OABs using public folders:
    1. Expand Offline Address Book (OAB) and then select the Public Folder Distribution check box.
    2. Select the Public Folder Servers check box and the check box for the server (if the correct server is not listed, click Reload).
    3. Click the Server check box and the check box for the server (click Reload if needed).
    To distribute OABs using virtual directories:
    1. Expand Offline Address Book (OAB) and verify that the Public Folder Distribution and Public Folder Servers check boxes are cleared.
    2. Click the Server check box and the check box for the server (click Reload if needed).
    3. Select the Virtual Directory check box, click Reload, select the check box for the server, and then click Enable web-based distribution.

    For more information about advanced properties, refer to Exchange Services Advanced Properties.

  8. Enable mailbox creation during user provisioning:
    1. With Active Directory Location Services still selected, expand Hosted Exchange, click User Plans, and then expand a plan.
    2. Select the Mail Databases check box, click Reload, and then select the check box for at least one mail database.
    3. Select the Mailbox storage limit check box and enter the maximum amount of storage allocated to each provisioned user.
      Important: Configure this setting before provisioning users with the Hosted Exchange service. After the Hosted Exchange service has been provisioned, you cannot modify this setting.
    4. Click Apply changes and then click Save.

To configure Hosted Exchange Multi-tenanted Services

  1. Enable the service (top level) and create a default user plan:
    1. From the main menu, choose Configuration > System Manager > Service Deployment and expand Hosted Exchange Multi-tenanted.
    2. Click User Plans, enter a Name such as Default for the user plan, and then click Create. This plan is a required placeholder that will not be used.
    3. Click User Plans, expand the Default plan, click Apply changes, and then click Save. The user plan is saved at the top level.
  2. Enable the service (location level): Under Service Filter, select Active Directory Location Services, choose a Location Filter if applicable, expand Hosted Exchange Multi-tenanted, and click Save.
  3. Verify credentials: From the main menu, choose Configuration > System Manager > Credentials and verify that the impersonation account for the Exchange service exists. If it does not, create the account.
  4. Enable the server:
    1. From the main menu, choose Configuration > System Manager > Servers.
    2. If the server where the Exchange web service is installed is not listed, click Refresh Server List.
    3. Expand the entry for the server and verify that Server Enabled is selected.
  5. Assign server roles:
    1. From the main menu, choose Configuration > System Manager > Server Roles and then expand the entry for the server.
    2. Under Server Connection Components, select Exchange Multi-tenanted, and then click Save.
  6. Add a server connection:
    1. From the main menu, choose Configuration > System Manager > Server Connections, select a Location Filter if applicable, click New Connection, and then specify the following information for the Exchange web service.
      Server Role
      Choose Exchange Multi-tenanted.
      Server
      Choose the server where the Exchange Web Service is installed.
      Credentials
      Choose the credentials for the Exchange Web Service.
      URL Base
      Defaults to /ExchangeWS/HostedExchange.asmx.
      Protocol
      Defaults to http.
      Port
      Defaults to 8095. If you change the port here, change it also in the Services Manager Web Service.
      Timeout
      Defaults to 200000 milliseconds.
    2. Click Save.
    3. From the main menu, choose Configuration > System Manager > Server Connections and then click the icon in the Test column for the Exchange server. The icon turns green for a successful connection. A red icon indicates an unsuccessful connection. Mouse over it for information about the failed connection.
  7. Configure service plans:
    1. From the main menu, choose Services > Exchange > Configuration > Exchange 2010 Multi-Tenant and then click New service plan.
    2. Specify the System Name (service plan name), Description, and select the Default Plan check box if applicable.
    3. Under Organizational Configuration, expand each container and change the options for the service plan if needed. Click Apply changes for each container, even if you do not change the settings.
    4. Under Mailbox Plans, click New mailbox plan and create at least one mailbox plan.
      Important: You must create all of the mailbox plans that will be needed before you perform the hosting plan allocation. After you allocate a hosting plan, you cannot create more mailbox plans.
    5. Under Mailbox Configuration, expand each container and choose the options for the service plan. Click Apply Changes for each container, even if you do not change the settings, and then click Save.
  8. Add hosting programs: Under Related Pages, click Hosting Programs. Use the default programs or create your own.
  9. Add hosting offers: Under Related Pages, click Hosting Offers. Use the default offer or create your own.
  10. Add hosting plan allocations:
    1. Under Related Pages, click Hosting Plan Allocation.
    2. After you create a hosting plan, click the icon under the Validate column. If the plan fails validation, fix it before proceeding. Hosting plan allocation links the hosting programs, hosting offers, and service plans.
  11. Update service settings:
    1. From the main menu, choose Configuration > System Manager > Service Deployment, select Active Directory Location Services, choose a Location Filter if applicable, expand Hosted Exchange Multi-tenanted, and then click Service Settings and update settings as needed.
    2. Click Apply changes, expand User Plans, and then expand the plan.
    3. Select the Mail Databases check box, click Reload if needed, select the server check box, and then click Apply changes and Save.