07defe79d0
2002-05-06 Aaron Weber <aaron@ximian.com> * C/usage-mainwindow.sgml: minor feature change in Evolution w/r/t Exchange calendars. * C/usage-exchange.sgml: minor feature change in Evolution w/r/t Exchange calendars. * C/usage-calendar.sgml: minor feature change in Evolution w/r/t Exchange calendars. * C/usage-mainwindow.sgml: validation issue. svn path=/trunk/; revision=16687
736 lines
25 KiB
Plaintext
736 lines
25 KiB
Plaintext
<chapter id="usage-exchange">
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<title>The Ximian Connector for Microsoft Exchange</title>
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<para>
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The Ximian Connector for Microsoft Exchange allows Ximian
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Evolution clients to access accounts on Microsoft Exchange 2000
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servers. It is available through Ximian Red Carpet in its own
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channel, but cannot be used without a license file. The license
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file may be purchased from the Ximian online store at <ulink
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url="http://store.ximian.com">store.ximian.com</ulink>. Unlike the
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regular Ximian Evolution client, the Ximian Connector for
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Microsoft Exchange is proprietary software and source code is not
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available.
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</para>
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<para>
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The Ximian Connector offers a significant price advantage over
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other Exchange access methods for Linux and UNIX systems:
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<variablelist>
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<varlistentry>
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<term>Dual Computer Installation:</term>
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<listitem>
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<para>
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The purchase of a second computer for each client imposes
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a very heavy expense burden and is exceptionally
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inconvenient.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Dual Boot or Virtual Machine:</term>
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<listitem>
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<para>
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Installation of multiple operating systems in a dual boot
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or virtual machine configuration (such as VMWare) also
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increases licensing and administration costs. Users
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often complain that such a system is inconvenient, slow,
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and not integrated with the rest of their operating
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system.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Outlook Web Access:</term>
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<listitem>
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<para>
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Outlook Web Access is a web interface for Exchange
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servers, but works best in Microsoft Internet Explorer.
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Outlook Web Access also is
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not integrated with the rest of the host operating system
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and offers only limited groupware functionality.
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</para>
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<para>
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The Ximian Connector offers a low cost, fully integrated, option
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for Exchange 2000 server access in heterogeneous client
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networks. This chapter will explain how to install, configure, and
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use it.
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</para>
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<warning id="licensing">
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<title>Exchange Client Licenses</title>
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<para>
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Each user will need a valid Microsoft <application>Exchange</application>2000 server
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account and license.
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</para>
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</warning>
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<sect1 id="features">
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<title>Connector Features</title>
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<para>
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<application>Ximian Connector</application> supports the most
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often used features of <application>Microsoft
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Exchange</application>:
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<itemizedlist>
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<listitem>
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<para>
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General
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</para>
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<variablelist>
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<varlistentry>
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<term>Remote <application>Exchange</application> Information Store</term>
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<listitem>
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<para>
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Allows you to access mail, address book (including
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Global Address List folder), and calendars, and task
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folders on an <application>Exchange
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2000</application> server from
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<application>Evolution</application>.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Palm synchronization</term>
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<listitem>
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<para>
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Supported for Contacts and Calendars on Exchange.
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</listitem>
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<listitem>
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<para>
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Mail
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</para>
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<variablelist>
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<varlistentry>
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<term>Viewing Mail in <application>Exchange</application>Folder</term>
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<listitem>
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<para></para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Sending Email via Exchange Protocols</term>
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<listitem>
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<para>
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You may use the Microsoft Exchange mail transport
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protocol to send email. Make sure that the address
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you have entered as your email address is exactly
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the one that the Exchange server has on file. This
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may be "yourname@exchange-server.ximian.com" rather
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than "yourname@ximian.com.a"
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</listitem>
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<listitem>
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<para>
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Calendar
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</para>
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<variablelist>
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<varlistentry>
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<term>Meeting Request/Proposal</term>
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<listitem>
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<para>
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Allows <application>Evolution</application> users to
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schedule meetings and view attendee availability for
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other users (<application>Evolution</application> or
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<application>Outlook</application> users) on
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<application>Exchange</application>.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Adding iCalendar Meeting Requests to Calendar</term>
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<listitem>
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<para>
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If you receive an iCalendar meeting request and add it
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to your calendar, it will be saved to your
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<application>Exchange</application> calendar.
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</listitem>
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<listitem>
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<para>
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Contacts
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</para>
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<variablelist>
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<varlistentry>
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<term>Address Completion</term>
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<listitem>
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<para>
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Supported for your <application>Exchange</application>
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Contacts folder. Not yet supported for the Global
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Address List.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Adding vCards to Address Book</term>
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<listitem>
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<para>
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If you receive a vCard attachment and click
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<guibutton>Save in Address Book</guibutton>, it will
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be saved to your <application>Exchange</application>address book.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>New Address Book entries can be created on
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<application>Exchange</application> from received email
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messages with a single click</term>
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<listitem>
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<para>
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</listitem>
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</itemizedlist>
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</para>
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<para>
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There are, however, some features which are not available:
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<itemizedlist>
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<listitem>
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<para>
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Access to shared and public folders is not
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available, although the Global Address List is
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available.
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</para>
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</listitem>
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<listitem>
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<para>
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Journal and Notes components are not available.
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</para>
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</listitem>
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<listitem>
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<para>
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Work Offline (disconnected mode) support is not functional.
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</para>
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</listitem>
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<listitem>
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<para>
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"Recall Message" function does not work yet.
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</para>
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</listitem>
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<listitem>
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<para>
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Creation of an automatic "out-of-office" reply messages
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is not available.
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</para>
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</listitem>
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</itemizedlist>
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</para>
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</sect1>
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<sect1 id="install">
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<title>Installing the Connector</title>
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<para>
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To install the Ximian Connector, run Ximian Red Carpet by
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selecting <menuchoice><guimenu>System</guimenu><guimenuitem>Get
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Software</guimenuitem></menuchoice>. Subscribe to the Ximian
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Connector for Microsoft Exchange channel, select the Ximian
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Connector for Microsoft
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<application>Exchange</application>2000, and click the
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<guibutton>Install</guibutton> button. You can also install
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the Connector by downloading the individual packages from
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ftp.ximian.com if you wish.
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</para>
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<para>
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Once you have installed the software, you will also need to
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install a license file. The license file is the verification
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that you have paid for a license to use the Ximian
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Connector. You can get the license file from the the Ximian
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online store at <ulink
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url="http://store.ximian.com">store.ximian.com</ulink>. You
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will need a browser with strong (128-bit or greater) encryption
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to access the store. When you purchase a Ximian Connector
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license, the store will mail you the license file with
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instructions for installation. Once installed, the license file
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unlocks the Ximian Connector functionality and you may connect
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to an <application>Exchange</application>server.
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</para>
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</sect1>
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<sect1 id="configure">
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<title>Configuration</title>
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<para>
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Once you have installed the Connector, you need to set up access
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for your <application>Exchange</application>account on both the
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<application>Exchange</application>server and within Evolution.
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</para>
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<sect2 id="config-server">
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<title>Exchange Server Configuration</title>
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<para>
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Check with your system administrator to ensure that:
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<itemizedlist>
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<listitem>
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<para>
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You have a valid account on the <application>Exchange</application>server.
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</para>
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</listitem>
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<listitem>
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<para> You are permitted to access the account with
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WebDAV. This is the default setting for the
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<application>Exchange</application>server, so unless
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your system administrator has specifically turned it
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off, no changes should be necessary.
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</para>
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</listitem>
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</itemizedlist>
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</para>
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<para>
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The Ximian website knowledge base, at <ulink type="http"
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url="http://support.ximian.com">support.ximian.com</ulink>,
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has additional information about checking to make sure that
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your <application>Exchange</application>server will accept
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connections from Ximian Evolution.
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</para>
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</sect2>
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<sect2 id="config-client">
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<title>Evolution Settings for Connecting to an <application>Exchange</application>Server</title>
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<para>
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Once you know that your server is ready for you to connect, start
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Ximian Evolution and select
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<menuchoice>
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<guimenu>Tools</guimenu>
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<guimenuitem>Mail Settings</guimenuitem>
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</menuchoice>
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from any mail view.
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</para>
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<sect3 id="config-exchange-new-account">
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<title>Creating a New Exchange Account</title>
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<para>
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If you would like to create a new account for your Exchange
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server, click the <guibutton>Add</guibutton> button in the
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accounts list. The account creation assistant will guide you
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through the process, which is also described in <xref
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linkend="usage-mainwindow-starting">. If you're not sure
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about any of the information you need, just ask your system
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administrator.
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</para>
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<variablelist>
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<varlistentry>
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<term>Identity</term>
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<listitem>
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<para>Enter your name and email address. If you wish,
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you may add your organization and the location of your
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signature file. Only your name and email address are
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required.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Receiving Mail</term>
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<listitem>
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<para>
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In this step, you'll enter information about the way
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you check mail:
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<orderedlist>
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<listitem>
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<para>
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First, select <guilabel>Microsoft
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Exchange</guilabel> as your server type.
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</para>
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</listitem>
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<listitem>
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<para>
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Enter the name of your Exchange email server, and
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the user name you would use to log in to a
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Windows workstation in your organization.
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</para>
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</listitem>
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<listitem>
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<para>
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If you wish, select the box labelled
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<guilabel>Use secure connection
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(SSL)</guilabel>, to take advantage of a more
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secure connection method. This may allow you to
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connect to the server from outside your
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firewall.
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</para>
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</listitem>
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<listitem>
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<para>
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If you would like
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<application>Evolution</application> to
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remember your password, check the box labelled
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<guilabel>Remember this password</guilabel>.
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</para>
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</listitem>
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</orderedlist>
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Receiving Mail, Step Two</term>
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<listitem>
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<para>There are a few additional options in this step:
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<orderedlist>
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<listitem>
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<para>
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Checking for New Mail: If you would like to
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check for new mail automatically, click the
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checkbox and enter an interval in minutes.
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</para>
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</listitem>
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<listitem>
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<para>
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Exchange Server: If your Exchange mailbox name
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is different from your Windows name, enter your
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mailbox name here.
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</para>
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</listitem>
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<listitem>
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<para>
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Override Outlook Web Access Path: In most cases,
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the URL for web access is
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"http://server.company.com/exchange." If your
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system has a path that is not "exchange," check
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the box and enter the custom path here.
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</para>
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</listitem>
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<listitem>
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<para>
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Active Directory: If you would like to use the
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Global Address List (GAL), check the box
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labelled <guilabel>Create a Global Address
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List folder</guilabel> and enter the name
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of the directory server. To avoid strain
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on the server, the maximum number of
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responses to any Active Directory query has
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been set to 500. If you would like to
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change that, you may do so here as well.
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</para>
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</listitem>
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</orderedlist>
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Sending Mail</term>
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<listitem>
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<para>Select <guilabel>Microsoft Exchange</guilabel> as
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your email sending method. There is nothing else to do
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in this step.</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Account Management</term>
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<listitem>
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<para>Enter a name that you will use to remember this
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account. "Exchange Account" is a good suggestion. Note
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that you cannot have two accounts with the same name.
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If you'd like to make this your default account for
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sending email, check the <guilabel>Make this my default
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account</guilabel> box.</para>
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</listitem>
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</varlistentry>
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</variablelist>
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<para>
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You're done. Click <guibutton>Finish</guibutton> and
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<guibutton>OK</guibutton>, then quit
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<application>Evolution</application> and start it again. Now
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you're ready to get to work on the Exchange server.
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</para>
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<figure>
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<title>Creating an Exchange Account, Step One: Identity</title>
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<screenshot>
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<screeninfo>Creating an Exchange Account, Step One: Identity</screeninfo>
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<mediaobject><imageobject>
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<imagedata format="png" fileref="figures/exchange-identity" srccredit="Aaron Weber">
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</imageobject></mediaobject>
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</screenshot>
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</figure>
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<figure>
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<title>Creating an Exchange Account, Step Two: Receiving Mail</title>
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<screenshot>
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<screeninfo>Creating an Exchange Account, Step Two: Receiving Mail</screeninfo>
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<mediaobject><imageobject>
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<imagedata format="png" fileref="figures/exchange-receive" srccredit="Aaron Weber">
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</imageobject></mediaobject>
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</screenshot>
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</figure>
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<figure>
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<title>Creating an Exchange Account, Step Three: Mail Options</title>
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<screenshot>
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<screeninfo>Creating an Exchange Account, Step Three: Mail Options</screeninfo>
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<mediaobject><imageobject>
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<imagedata format="png" fileref="figures/exchange-receive-options" srccredit="Aaron Weber">
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</imageobject></mediaobject>
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</screenshot>
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</figure>
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</sect3>
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<sect3 id="config-exchange-existing-account">
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<title>Changing an Existing Account to Work with Exchange</title>
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<para>
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If you have an existing email account, and want to convert it
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to use for Exchange, select the account you want to convert
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and click the <guibutton>Edit</guibutton> button. You'll want
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to change settings in the following tabs of the account
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dialog:
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</para>
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<variablelist>
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<varlistentry>
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<term>Identity</term>
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<listitem>
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<para>
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If your email address will change because you are moving
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to a new server, then change it in this tab. Otherwise,
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move to the next tab.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Receiving Mail</term>
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<listitem>
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<para>
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Select <guilabel>Microsoft Exchange</guilabel> as your
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server type. Enter your name of your server next to
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<guilabel>Host</guilabel>, and the user name for your
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account next to <guilabel>Username</guilabel>. If your
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server supports SSL (Secure Socket Layer) encryption, it
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|
you can check the <guilabel>Use SSL</guilabel> box to
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|
take advantage of more secure data transfers.
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|
</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Receiving Options</term>
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<listitem>
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<para>
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Here, tab, you'll find some additional settings:
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<variablelist>
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<varlistentry>
|
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<term>Checking for New Mail</term>
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<listitem>
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<para>
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Select whether you would like to check for
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mail automatically, and if so, how often.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term>Mailbox Name and Web Access Path</term>
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<listitem>
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<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>
|
|
</listitem>
|
|
</varlistentry>
|
|
<varlistentry>
|
|
<term>Active Directory</term>
|
|
<listitem>
|
|
<para>
|
|
If you would like to use the Global Address
|
|
List (GAL) maintained on your Exchange server,
|
|
click the tab labelled <guilabel>Receiving
|
|
Options</guilabel> and check the box labelled
|
|
<guilabel>Create a Global Address List
|
|
folder</guilabel>. The GAL is maintained by
|
|
your system administrator and you cannot add,
|
|
change, or remove items from it using Ximian
|
|
Evolution. However, you can use it to invite
|
|
people to meetings and to look up addresses and
|
|
other information. In many organizations, the
|
|
GAL is stored on a different server from email.
|
|
If this is the case, you should also specify
|
|
the directory server name here.
|
|
</para>
|
|
</listitem>
|
|
</varlistentry>
|
|
</variablelist>
|
|
</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
|
|
<guibutton>OK</guibutton> button.
|
|
</para>
|
|
<para>
|
|
Then, quit <application>Evolution</application> and start it
|
|
up again. Changes to the Ximian Connector accounts
|
|
configuration are not active until you have restarted the
|
|
application.
|
|
</para>
|
|
</sect3>
|
|
</sect2>
|
|
</sect1>
|
|
|
|
<sect1 id="access">
|
|
<title>Accessing the <application>Exchange</application>Server</title>
|
|
<para>
|
|
Like IMAP and LDAP data, information for
|
|
<application>Exchange</application>accounts is stored on the
|
|
server, not on your desktop computer. This means that you can
|
|
access it from multiple locations. It also means that your
|
|
Microsoft <application>Exchange</application>account information
|
|
is in a seperate folder tree from the <guilabel>Local</guilabel>
|
|
tree in your folder bar. You'll see it below the local tree,
|
|
with the name you gave the account. If you have multiple
|
|
accounts, you will have multiple folder trees.
|
|
</para>
|
|
<para>
|
|
Click on any of the folder tree items to visit them; you may
|
|
have to enter your server password. You can now create contact
|
|
cards, send and receive email as you would normally. If there
|
|
are items in your local calendar or addressbook that you'd like
|
|
to add to your <application>Exchange</application>stores, you
|
|
can copy and paste them over, or just drag items from one folder
|
|
to another as you would with two local stores.
|
|
</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 Is 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="full-advantage">
|
|
<title>Taking Full Advantage of the Exchange Server When Scheduling Appointments</title>
|
|
<para>
|
|
When you schedule a meeting with your calendar on the
|
|
<application>Exchange</application>server, you can check when
|
|
other local Exchange users are busy according to their
|
|
<application>Exchange</application>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
|
|
<guibutton>Invite Others</guibutton> 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>
|
|
|