507 lines
17 KiB
Plaintext
507 lines
17 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. If you have an existing account, and want
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to convert it to use for Exchange, do the following:
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<orderedlist>
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<listitem>
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<para>
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Select the account you want to convert and click the
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<guibutton>Edit</guibutton> button.
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</para>
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</listitem>
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<listitem>
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<para>
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Under the <guilabel>Receiving Mail</guilabel> tab,
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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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<listitem>
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<para>
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If you would like to create and use the Global Address
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List maintained on your Exchange server, click the tab
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labelled <guilabel>Receiving Options</guilabel> and
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check the box labelled <guilabel>Create a Global
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Address List folder</guilabel>. The Global Address
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List (GAL) is maintained by your system administrator
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and you cannot add, change, or remove items from it
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using Ximian Evolution. However, you can use it to
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invite people to meetings and to look up addresses and
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other information.
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</para>
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</listitem>
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<listitem>
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<para>
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Under the <guilabel>Sending Mail</guilabel> tab, select
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<guilabel>Microsoft Exchange</guilabel> as your server
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type, and enter the server name as the
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<guilabel>Host</guilabel>. You do not need to use the
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<application>Exchange</application>server to send mail
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if you prefer to use another server or 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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Click the <guibutton>OK</guibutton> button.
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</para>
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</listitem>
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<listitem>
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<para>
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Make sure the account is active. It should have a check
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mark in the <guilabel>Enabled</guilabel> column of your
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accounts list. If it doesn't, select the account and
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click the <guibutton>Enable</guibutton> button.
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</para>
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</listitem>
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</orderedlist>
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</para>
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<para>
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Once you have made these changes, quit
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<application>Evolution</application>, then start it up
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again. Changes to the Ximian Connector accounts
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configuration are not active until you have restarted the
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application.
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</para>
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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 described in <xref
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linkend="usage-mainwindow-starting">.
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</para>
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</sect2>
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</sect1>
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<sect1 id="access">
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<title>Accessing the <application>Exchange</application>Server</title>
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<para>
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Like IMAP and LDAP data, information for
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<application>Exchange</application>accounts is stored on the
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server, not on your desktop computer. This means that you can
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access it from multiple locations. It also means that your
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Microsoft <application>Exchange</application>account information
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is in a seperate folder tree from the <guilabel>Local</guilabel>
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tree in your folder bar. You'll see it below the local tree,
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with the name you gave the account. If you have multiple
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accounts, you will have multiple folder trees.
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</para>
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<para>
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Click on any of the folder tree items to visit them; you may
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have to enter your server password. You can now create contact
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cards, send and receive email as you would normally. If there
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are items in your local calendar or addressbook that you'd like
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to add to your <application>Exchange</application>stores, you
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can copy and paste them over, or just drag items from one folder
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to another as you would with two local stores.
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</para>
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<note id="save-to-local-or-exchange">
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<title>Saving Attached Addresses and Appointments</title>
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<para>
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If you are using both an Exchange account and a local mail
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account, you should be aware that whenever you save an email
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address or appointment from an email message, it will be
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saved in your Exchange contacts list or calendar, rather
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than in your local account. The same is true of
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synchronization with Palm-OS devices: tasks, appointments,
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and addresses from your Palm-OS device will be synchronized
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with those in the Exchange folders rather than local
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folders.
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</para>
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</note>
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<tip id="gal-empty">
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<title>The Global Address List Is Empty At First</title>
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<para>
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To avoid unnecessary strain on the server, the GAL will
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appear empty until you have searched for something in it.
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If you want to display all the cards in the list, click in
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the search box and press <keycap>Enter</keycap>. This
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enters a blank search: since every card contains a blank in
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it, every card will appear.
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</para>
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</tip>
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</sect1>
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<sect1 id="full-advantage">
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<title>Taking Full Advantage of the Exchange Server When Scheduling Appointments</title>
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<para>
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When you schedule a meeting with your calendar on the
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<application>Exchange</application>server, you can check when
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other local Exchange users are busy according to their
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<application>Exchange</application>calendars. To do so:
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<orderedlist numeration="arabic">
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<listitem>
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<para>
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Open a new appointment in the calendar.
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</para>
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</listitem>
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<listitem>
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<para> Choose <menuchoice> <guimenu>Actions</guimenu>
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<guimenuitem>Schedule Meeting</guimenuitem>
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</menuchoice> in the meeting editor window.
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</para>
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</listitem>
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<listitem>
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<para> Add attendees, either by entering their email
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addresses into the list, or by clicking the
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<guibutton>Invite Others</guibutton> button. If you choose
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to so, it's best to use the Global Address List (GAL).
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Choose the GAL from the drop-down list of address sources
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at the top of the dialog box.
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</para>
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</listitem>
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<listitem>
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<para>
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Choose <guilabel>Options</guilabel> and then
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<guilabel>Update Free/Busy</guilabel> to check participant
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schedules and, if possible, update the meeting in all
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participants' calendars.
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</para>
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</listitem>
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</orderedlist>
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</para>
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<tip id="autopick">
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<title>Using Autopick to Adjust Meeting Times</title>
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<para>
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If meeting attendees are not available during the times you
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have scheduled a meeting, you can "nudge" the meeting forward
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or backward to the nearest available time. To do so, just
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click the arrows to the left or right of the
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<guilabel>Autopick</guilabel> button. The autopick tool will
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move the meeting to the nearest time during which all
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attendees are available. If you aren't satisfied with those
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results, you can drag the edges of the meeting time to the
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hours that you want to select.
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</para>
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</tip>
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</sect1>
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</chapter>
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