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Exchange Server 2003 : Creating and Managing Address Lists and Recipient Policies (part 3) - Working with Offline Address Lists & Creating and Applying Recipient Policies

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3/8/2011 3:50:23 PM

Working with Offline Address Lists

Offline address lists are not unique address lists. That is, they are not different address lists than the regular online address lists. Offline address lists are used to make address lists available to users who are not connected to the network. The most common scenario in which they are used is with mobile users who synchronize their mailboxes remotely, such as over a hotel phone line. These users then disconnect and work with Outlook offline in order to save toll charges, only reconnecting when they are done and ready to transmit their e-mail all at once. Offline address lists allow these types of users to have the benefit of using address lists when composing e-mail, even though they are not connected online with the network.

An offline address list does not necessarily parallel an online address list. That is, it isn’t a case of simply selecting an address list and checking a box to make it available offline. Exchange Server 2003 configures a Default Offline Address List during the installation of the first server in the organization. By default, the only address list that is made available offline is the Default Global Address List. Figure 7 shows the properties of the Default Offline Address List.

Figure 7. The Default Offline Address List properties


The properties that you can configure include the following:

  • Offline Address List Server The server that holds the offline address list. You can place it on any Exchange Server 2003 server in the organization.

  • Address Lists The address lists that are associated with this offline address list. You can add or remove address lists by using the Add and Remove buttons.

  • Update Interval The schedule used by the Recipient Update Service to update address list changes in Active Directory.

  • Exchange 4.0 and 5.0 Compatibility Some features of Exchange Server 2003 address lists are compatible only with Exchange Server 5.5 and later. You can enable compatibility with earlier versions of Exchange Server by selecting this check box.

Offline address lists are flexible because they can be configured at the mailbox store level. Remember that in the properties of a mailbox store, one of the fields is for the offline address list for the database. Because you can apply different offline address lists to different mailbox stores, it is sometimes advantageous to create additional offline address lists to meet the specific needs of a mailbox store. Creating an offline address list is similar to creating a regular address list.

1.
Right-click the Offline Address Lists container, point to New, and then click Offline Address List. You will be prompted to name the list and choose a server in the organization to store it.

2.
After selecting the server, click Next. You will need to select address lists to add to the new offline address list. The Default Global Address List is included by default, but you can remove it and add other address lists.

3.
Click Next. Exchange Server 2003 will inform you that the offline address list will be created during the next maintenance period. Click Next again, and then click Finish.

To apply the new offline address list to a mailbox store, right-click the desired mailbox store in Exchange System Manager and then click Properties. Next to the Offline Address List field, click Browse, and then either type the name of the offline address list or search Active Directory for it. Once you click OK to select the offline address list and then click OK again to apply it, all mailboxes in that mailbox store will use the new offline address list.

Creating and Applying Recipient Policies

Recipient policies are a quick and effective way of defining different e-mail addresses for different users in your organization. For example, Contoso, Ltd. acquires Fabrikam, Inc., a company that has 5000 employees. Contoso has migrated Fabrikam’s Exchange Server 2003 organization into Contoso’s Exchange Server 2003 organization, but Fabrikam needs to maintain its old e-mail addresses in addition to its new @contoso.com addresses so any e-mail that comes from customers is not returned as undeliverable.

In this situation, it would be very inefficient to edit the properties of each Fabrikam user and configure the primary and secondary e-mail addresses. Instead, you could use a recipient policy to do all the work for you. You would create a policy that defines @contoso.com as the primary SMTP address and @fabrikam.com as the secondary SMTP address for all users who have a user attribute of Company defined with the value Fabrikam. The Recipient Update Service would then update all users matching the filter with the new e-mail address configuration.

To create a recipient policy, perform the following steps:

1.
Right-click the Recipient Policies container underneath the Recipients container in Exchange System Manager, point to New, and then click Recipient Policy.

2.
You are prompted to choose which property pages to include. You can add or remove property pages after the policy is created, so for now select both E-Mail Addresses and Mailbox Manager Settings, and click OK. Realistically, you would probably want to configure separate recipient policies if you need to manage both types of properties. As when configuring other types of policies, while you can consolidate both types of policies into a single policy, the real power is in the flexibility of being able to create multiple policies to serve different needs within an enterprise organization.

3.
Next, you must type a name for your recipient policy. The name should be something descriptive so you know from the name what function the policy performs.

4.
After naming the policy, click the E-Mail Addresses (Policy) tab. At this point, the addresses listed are the same as what is in the Default Policy. Using the Contoso and Fabrikam example, you would add an SMTP address of @fabrikam.com and leave it as a secondary address, with @contoso.com being the primary SMTP address.

5.
Once you’ve defined your e-mail addresses, click the General tab and then click Modify to define the LDAP query. This opens the same Find Exchange Recipients dialog box that you previously used when creating an address list. The procedure is the same in filtering the policy membership by using attributes and values. For example, if you want the policy to apply to everyone who has the Company attribute for their user account set to Fabrikam, you specify that on the Advanced tab of this dialog box.

6.
Once you define the filter, click OK. Exchange Server 2003 will inform you that if you made changes that cause recipient objects to no longer be under the control of this policy, their membership may not be re-evaluated (meaning their addresses may stay the same). Click OK twice to finish creating the policy. Exchange Server 2003 will prompt you to confirm that you want to apply the policy to all users that match the filter. Click Yes to confirm.

7.
The policy will be applied at the next update interval by the Recipient Update Service, but you can force the immediate updating of user accounts by right-clicking the recipient policy you created and clicking Apply This Policy Now.

When you create multiple recipient policies, there is one more configuration option to set. Recipient policies are applied in the order listed, with higher policies having a higher priority level than lower policies. You can right-click a policy and click Move Up or Move Down to increase or decrease its priority in relation to other policies. The Default Policy always has the lowest priority, and it cannot be moved up in relation to other policies.

Practice: Creating and Managing Address Lists and Recipient Policies

In this practice, you will prepare your Exchange Server 2003 organization’s user accounts and then create address lists that filter based on user attributes. You will then create an offline address list, add the address lists you created to it, and assign it to a mailbox store.

Exercise 1: Prepare the Exchange Server 2003 Environment

Start the Active Directory Users And Computers console. Create the following user accounts with the associated user attributes:

UserOfficeDepartmentCompany
Nicole CaronDallasSalesContoso
Willis JohnsonDallasMarketingContoso
Jenny LysakerSt. LouisSalesFabrikam
Pete MaleSt. LouisMarketingFabrikam
Sheela WordBostonSalesContoso
Bob GageBostonSalesFabrikam
Darin LockertBostonMarketingContoso
Deb WaldalBostonMarketingFabrikam
Chris MeyerOmahaSalesContoso

Exercise 2: Create Address Lists
1.
Start Exchange System Manager. Expand the Recipients container to view the address list containers.

2.
Right-click All Address Lists, point to New, and then click Address List.

3.
For the Address List Name, type Sales.

4.
Click Filter Rules, and then click the Advanced tab.

5.
From the Field menu, point to User, and then click Department.

6.
Under the Condition field, select Is (Exactly) from the menu.

7.
For the value, type Sales. Click Add.

8.
Click OK, and then click Finish.

9.
Right-click the Sales address list in the All Address Lists container, and then click Properties.

10.
Click Preview. Observe that the group membership consists of each user that has a Department attribute of Sales.

11.
Repeat the process to create address lists for Marketing, Dallas, St. Louis, Boston, Omaha, Contoso, and Fabrikam. Use the Office and Company user attributes as required to filter the address list based on those values.

Exercise 3: Create an Offline Address List
1.
Right-click Offline Address Lists in the Recipients container, point to New, and then click Offline Address List.

2.
Type Company Offline for the name, and click Browse to select a server. Choose Server02 to host the offline address list.

3.
After clicking Next, remove the Default Global Address List from the list of Address Lists. Click Add and add the Contoso and Fabrikam address lists to the offline address list.

4.
Click Next, and then click Next again when Exchange Server 2003 informs you that the list will be created during the next maintenance period. Click Finish to complete creating the offline address list.

Exercise 4: Assign an Offline Address List to a Mailbox Store
1.
In Exchange System Manager, navigate to the Support storage group .

2.
Right-click the HelpDesk mailbox store in the Support storage group, and then click Properties.

3.
Click Browse next to the Offline Address List field.

4.
Type Company Offline, and then click Check Names. The name of the address list should become underlined.

5.
Click OK, and then click OK again to apply the offline address list to the mailbox store.
Other -----------------
- Microsoft Exchange Server 2003: Configuring Information Stores (part 2) - Moving Exchange Server 2003 Storage Groups and Databases
- Microsoft Exchange Server 2003: Configuring Information Stores (part 1) - Adding Storage Groups and Databases
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 9) - Managing Mail-Enabled Groups
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 8) - Moving Mailboxes with the Microsoft Exchange Mailbox Merge Wizard
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 7) - Moving Mailboxes with the Exchange Task Wizard
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 6) - Configuring Mailbox Permissions
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 5) - Configuring Storage Limits with Mailbox Store Policies
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 4) - Configuring Storage Limits for Individual Mailboxes
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 3)
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 2) - Managing Mailboxes
- Microsoft Exchange Server 2003: Configuring Recipient Objects (part 1) - Recipient Types
- Securing Exchange Server : Configure Message Hygiene Options (part 2) - Protect Against Unwanted Mail Sources
- Securing Exchange Server : Configure Message Hygiene Options (part 1) - Battle Unwanted Mail
- Recovering from a Disaster in an Exchange Server 2010 Environment - Recovering from a Boot Failure
- Recovering from a Disaster in an Exchange Server 2010 Environment - Recovering from a Disk Failure
- Exchange Server 2010 : Manage Permissions (part 2) - Delegate Role-Based Permissions
- Exchange Server 2010 : Manage Permissions (part 1) - Understand the Exchange Server 2010 Administrative Model
- Recovering from a Disaster in an Exchange Server 2010 Environment : Recovering from a Site Failure
- Recovering from a Disaster in an Exchange Server 2010 Environment : Preparing for a More Easily Recoverable Environment
- Exchange Server 2010: Configure Security for Exchange Servers (part 2)
 
 
 
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