Bulletin ID A2E_214
Last Review 07/23/2010
Revision 1.0
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Add2Exchange Preinstaller Guide

This article is superseded by the Add2Exchange Install Guide and is no longer updated.  Please follow this link for the latest preinstaller information.

Requirements

  • Exchange 2007 or Exchange 2010
  • Must be run from an administrator-level account
  • Must be run on an Exchange Server (requires Exchange Management Shell)

You may install Add2Exchange on a server other than the Exchange server. In this case, the preinstaller must still be run on an Exchange Server, however. In addition, you will need to manually install CDO on the server where Add2Exchange will run.

Description

The Add2Exchange preinstaller is a utility that configures the account and rights necessary to run Add2Exchange.

The preinstaller handles the following tasks for both Exchange 2007 and Exchange 2010:
* Verification of Exchange version, Service Pack and Update Rollup levels
* Verification of CDO installation
* Creation of the Add2Exchange service account (optional)
* Group membership for the service account
* Assignment of mailbox rights
* Assignment of public folder rights

Additionally, in an Exchange 2010 environment, the preinstaller handles the following Exchange 2010-specific limitations:

  • Throttling policy limit (for the service account only)
  • Address Book connection limit (for Exchange as a whole)
Note
As of the time of this writing, Exchange 2007 requires Service Pack 2 with Update Rollup 4. Exchange 2010 requires Update Rollup 4.
Note

If you are not installing Add2Exchange on the Exchange server but instead on another server, the preinstaller must be copied to the Exchange server and run there. The preinstaller requires the Exchange Management Shell which is only available on the Exchange server.

Note

There is an excellent video tutorial on how to use the preinstaller at: Tutorials.  The tutorial covers everything in this section of the guide, so you can continue with the rest of the guide after following the tutorial.

Service Account Creation

The preinstaller may be used to create the service account if one does not exist already.

If the service account already exists, the preinstaller may still be used to perform the rest of the configuration. See the usage section on how to do this.

For service account creation, the preinstaller requires the following information:

  • Account name
  • Password (and confirmation)
  • Organizational Unit
  • Mailbox Database

Account Name

The Add2Exchange service account may be created with any name, however we suggest using the default zAdd2Exchange name in order for you to be able to cut and paste command examples from the documentation. The documentation assumes you are using this name and uses that name in all command examples. If you did not name nor do not want to name your service account the default, enter in the name of the service account here. If it has already been created, then select already created.

Password

The password must meet any complexity requirements dictated by your group policies. It is required to enter it twice to ensure it has been entered correctly.

Organizational Unit

The Active Directory organizational unit in which the service account will be created. The organizational unit may be any you desire within your Active Directory structure. It defaults to Users. While there is a difference between AD organizational units and regular containers (such as Users), the preinstaller will accept either type of container.

If you need assistance selecting a container, you may click the OUs button. Notepad will appear with a list of all accessible organizational units. You may cut and paste the desired container into the preinstaller and dismiss Notepad.

Note
The OUsG button will only list AD organizational units, not regular containers. You may still use a regular container for service account creation, but you will need to get the container name from Active Directory.
If you are not creating a service account, the organization unit is not required.

Mailbox Database

The mailbox database in which the service accounts mailbox will be created. The service account mailbox should be the one which houses the majority of the accounts that will participate in synchronization. On Exchange 2007, it defaults to Mailbox Database. On Exchange 2010, there is no default database name.

If you need assistance selecting a Mailbox Database, you may click the MDBs button. Notepad will appear with a list of all accessible mailbox databases. You may cut and paste the desired mailbox database into the preinstaller and dismiss Notepad, or find this in Active Directory, properties of the existing Service account, and Object.

Note
If you are not creating an Add2Exchange Service account, the mailbox database is not required.

Group Membership

The preinstaller will add the Service account to the following AD groups (in addition to the default Users group):

  • Exchange Organizational Administrator (2007)
  • Organizational Administrator (2010)
  • Exchange Public Folder Management (2010)
  • Administrators (not Domain Administrators) but built in
  • Domain Users
Note
These group names vary slightly between Exchange 2007 and Exchange 2010

Mailbox Rights

The service account requires special privileges over the mailbox databases in your organization. The preinstaller will configure these permissions on all available mailbox databases.

These rights will be created over all existing mailbox databases. However, whenever a new mailbox database is created, it will not have these rights by default. If you want to synchronize to mailboxes in a new mailbox database, you will either need to run the preinstaller again or add the rights to the new mailbox database manually.

Note
If you need control over which mailbox databases receive the permissions, you will need to manually assign them. At the time of this writing, there are no instructions for doing so.

Public Folder Rights

The service account requires ownership rights (including all individual capabilities of that role) over any public folders involved in synchronization. The preinstaller will assign these rights over all public folders.

These rights will be created over all existing public folders. However, whenever a new public folder is created, it will not have these rights by default. If you want to synchronize with a new public folder, you will either need to run the preinstaller again or add the rights to the new public folder manually.

Note
If you need control over which mailbox databases receive the permissions, you will need to manually assign them. At the time of this writing, there are no instructions for doing so.

Exchange 2010 Throttling Policy

Exchange 2010 limits the rate at which a client such as Add2Exchange can communicate with it. This configuration allows Add2Exchange to communicate at an acceptable rate.

This configuration only affects the Add2Exchange service account.

Exchange 2010 Address Book Connections

Exchange 2010 limits the number of Address Book Connections an application can have open at a time. This configuration allows Add2Exchange to have a large number of (essentially unlimited) number of Address Book Connections open.

This configuration is global to Exchange, meaning it lifts the restriction on all clients.

Usage

Note
We recommend that you use the suggested zAdd2Exchange account name so you can cut and paste command examples.

The Preinstaller is located in the unzipped directory of the latest Add2Exchange Download

You can download the newest Add2Exchange installation package from here: http://support.diditbetter.com/downloads.aspx.

The Preinstaller can be gotten individually from here: ftp://ftp.diditbetter.com/preinstaller/.  Copy the file to the Exchange server and run as your Domain admin. Unzip the installation package if it needs to be.

Navigate to the preinstaller folder and copy it to an  Exchange server with Exchange Command Shell

Run the preinstaller.exe on the Exchange server with Exchange Command Shell

If you are not creating the service account:

  1. Check the Account Exists checkbox
  2. Ignore the OU and Mailbox database fields
  3. Click OK
  4. Wait for the configuration to finish
  5. Click Exit

Otherwise:

  1. If you are not using the suggested zAdd2Exchange account name, enter the name of a new account
  2. Enter the password twice to confirm it
  3. Select the organization unit in which the account will be created
    • If you need assistance selecting the OU, you can click the OUs button for a list of OUs. You can cut and paste the desired OU into the preinstaller.
  4. Select the mailbox database in which the accounts mailbox will be created
    • The mailbox database should be one that contains most of the mailboxes participating in synchronization. If you need assistance selecting the MDB, you can click the MDBs button for a list of MDBs. You can cut and paste the desired MDB into the preinstaller.
  5. Click OK
  6. Wait for the configuration to finish
  7. Click Exit

Errors

If you encounter errors along the way, visit the DidItBetter installation support forums at:

http://support.diditbetter.com/forums/add2exchange-installation-issues.aspx

Post your issue, your configuration and the contents of the file preinstaller.log, which can be found in the folder with the preinstaller.exe.

If the Preinstaller happens to fail, click this link for more information.

Note
Due to the way the Exchange Management Shell commands operate, some errors in the preinstaller log file are normal.

Applies To

  • Add2Exchange Enterprise
  • Add2Exchange Standard
  • Exchange 2007
  • Exchange 2010
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