OpenScape Office V3 Interaction with Microsoft Small ... · Introduction: To give you an overview,...

OpenScape Office V3 interaction with Microsoft Small Business Server 2011 Standard

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Introduction:

To give you an overview, what this configuration manual is about, you might first want to know, what

benefit the functionality ill gi e ou he ou perfor this o figuratio ithi our OpenScape

Office V s ste a d the Microsoft “ all Busi ess “er er “ta dard :

Exchange Calendar Integration:

When users set appointments in their Microsoft Outlook calendar, the OpenScape Office V3

system will automatically check for keywords in the calendar appointment subjects like:

Meeti g , “i k , Break , Gone Out , Vacation , Lu h , Gone Ho e a d Do Not

Disturb . If such a keyword is found, the OpenScape Office V3 will set the users presence

status automatically when the appointment time is reached, even if the Microsoft Outlook

session of this user is not active anymore.

The user just simply configures his appointments with these keywords and OpenScape Office

V3 will set his telephone presence status automatically and will forward calls to his voicemail

or for example to his cellphone, depending on the set presence status and the from the user

desired forwarding target. The user can also configure in a general client setting, if his

prese e status should e s it hed a k to Offi e prese e status he the appoi t e t time has ended.

Public Folder Contacts search:

Many companies use public contact folders in Microsoft Exchange, where contacts are

stored, that should be reached from every Microsoft Outlook user connected to this

Microsoft Exchange server.

With the in this manual described central configuration, the OpenScape Office V3 client

applications will be able to search for such public folder contacts in the Microsoft Exchange

server too and allow the users to use these public folder contacts then also in the OpenScape

Offi e V lie t appli atio s like Portal for Outlook , Portal for Desktop a d the Fa Pri ter when they use the clients search function.

Email forwarding:

With this configuration option, the OpenScape Office V3 will be able to send emails to the in

the Microsoft Small Business Server 2011 Standard included Microsoft Exchange Server 2010.

This will enable your users to receive emails for new voicemails, faxes or conference calls

with the ability to perform an automatically from OpenScape Office V3 created

WebCollaboration session (WebCollaboration is available in OpenScape Office V3R2 only).

OpenScape Office V3 will generate emails for such actions and will keep users updated also

via email if such new notifications arrive in their OpenScape Office message box.

Are you interested now? Then please follow this little manual carefully to enable these OpenScape

Office V3 functions in combi atio ith your Microsoft S all Busi ess Ser er Sta dard…


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The following steps describe how to connect an OpenScape Office V3 system to a Microsoft Small

Busi ess “er er “ta dard to use the following OpenScape Office V3 functions:

Exchange Calendar Integration

Public Folder Contacts search

Email forwarding from OpenScape Office V3 to the in the Microsoft Small Business Server

2011 Standard integrated Microsoft Exchange Server 2010

Preconditions:

Microsoft Small Business Server 2011 Standard

Microsoft Outlook Web Access (OWA) in use

Microsoft Exchange Public Folder Contacts in use

Users with mail-addresses assigned in use

The OpenScape Office system is running in version V3

Notes:

The test was done with Microsoft Small Business Server 2011 Standard.

All available Microsoft Updates and Service Packs installed.

In this example the Microsoft Small Business Server 2011 Standard has the following IP-

address: 192.168.178.150 . Please change this value to match usto er’s environment.

The OpenScape Office V3 system ip-address in this example is . . . .

The domain name of the Microsoft Small Business Server 2011 Standard in this example is set

to: domain.net . Please ha ge this alue to at h usto er’s e iro e t setti gs.

In this test 2 additional Microsoft Windows XP with Microsoft Outlook 2010 computers were

used as test user accounts. You will find these as TestUser1 and TestUser2 .

The user OSOV3 is used in this example as Service Account with the role privilege for

ApplicationImpersonation which is used to give the OpenScape Office V3 access to the

mailbox database of the Microsoft Exchange Server 2010. This user has to be added to your

Active Directory. It requires also a configured mail-address.

The Microsoft Small Business Server 2011 Essentials version will not be able to use with the

OpenScape Office V3, because this server version has no Microsoft Exchange Server 2010.

The integration test was successfully done with OpenScape Office V3R1 and V3R2. The here

in this manual shown screenshots are taken from an OpenScape Office V3R2.


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These steps grant OpenScape Office V3 access to Microsoft Small Business Server 2011 Standard:

Add the user OSOV3 to our A ti e Dire tor user directory like shown below and assign a

valid mail-address: [email protected]

On the Microsoft Small Business Server 2011 Standard server please use the Wi do s “ all Busi ess “er er “ta dard Co sole to add the user O“OV …


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“et a pass ord for the e user O“OV a d fi ish the steps to add the user…


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In Microsoft Exchange Management Shell enter the following command line:

New-ManagementRoleAssignment -Name:impersonationAssignmentName -Role:ApplicationImpersonation -User:OSOV3

Syntax description:

New-ManagementRoleAssignment -Name:impersonationAssignmentName -Role:ApplicationImpersonation -User: [privileged user]

On the Mi rosoft “ all Busi ess “er er “ta dard ser er please ope the Mi rosoft E ha ge Ma age e t “hell a d he the o a d pro pt is sho , add the a o e named command line.

Note:

It might take a couple of minutes until Exchange configuration modifications are active for the

configured user OSOV3. The time you will need to perform the next shown steps should normally be

enough to have the configuration active in the Exchange server.


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Apply the following changes in the OpenScape Office to connect it to the Microsoft Small Business

Server 2011 Standard server:

Login into the OpenScape Office V3 Assistant and please navigate to:

Expert Mode | Application Suite | UC Suite | Server | Exchange

Assign the Exchange Server configuration as shown in the example below according to

usto er’s e iro e t setti gs:

Server URL: https://192.168.178.150/ews/exchange.asmx

User name: osov3

Password: OSOV3 user password

Syntax description:

Server URL: https://<MS_SBS2011_IP>/ews/exchange.asmx

User name: Privileged user set in Active Directory

Password: Privileged user password set in Active Directory

These changes will enable access of the OpenScape Office V3 to the Microsoft Exchange

Server 2010 within the Microsoft Small Business Server 2011 Standard for the Exchange

Calendar Integration and the Microsoft Exchange Public Folder Contacts search.


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The following configuration will enable the mail-access from OpenScape Office V3 to

Microsoft Exchange Server 2010. In OpenScape Office V3 Assistant please navigate to:

Service Center | E-mail Forwarding

Assign the Exchange Server configuration as shown in the example below according to

usto er’s e iro e t setti gs:

Add the o figuratio ith the follo i g s ta a d sa e the o figuratio ith OK & Ne t :

Outgoing Mail Server (SMTP): The SBS2011 server ip-address

Checkbox TLS/SSL: Check this setting, for usual configured SBS2011

User name: Privileged user set in Active Directory

Password: Privileged user password set in Active Directory

Confirm Password: Privileged user password set in Active Directory

E-Mail Address: Mail address of the privileged user

You can he k the ail fu tio ith the utto Che k e-mail for ardi g fro Ope “ ape Offi e.


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Finally the OpenScape Office client settings need to be configured:

I the Ope “ ape Offi e lie t of Portal or Portal for Outlook please navigate to:

Setup | Personal Details | My Personal Details

Add the users E ail address if ot alread do e for TestUser1…


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Add the users E ail address if ot alread do e for TestUser …

Notes:

This setti g a e do e also ithi the UC “uite User Directory web page.

To perform this action in the OpenScape Office V3 Assistant and please navigate to:

Setup | UC Suite | User Directory

Select and edit the user related to the SBS user and add the Email address. Save the setting.

A configured valid mail-address is needed for the usage of the Exchange Calendar Integration

and also for the optional mail notification when the user receives a message from OpenScape

Office.

Ope “ ape Offi e ill auto ati all se d a Wel o e -mail to all new entered mail-

addresses within this configuration.


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Co figuratio of the Calendar Integration feature i the lie t appli atio s:

I the Ope “ ape Offi e lie t of Portal or Portal for Outlook please navigate to:

Setup | My Preferences | Outlook Connectivity

Set E ha ge Cale dar I tegratio , a ti ate the he k o Auto ati ally generate calendar

appoi t e ts fro prese e ha ges a d sele t E ha ge P“T for TestUser …


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Set E ha ge Cale dar I tegratio , a ti ate the he k o Auto ati all ge erate ale dar appoi t e ts fro prese e ha ges a d sele t E ha ge P“T for TestUser2…

Notes:

This setti g a e do e also ithi the UC “uite Profiles fu tio to set the optio for multiple users at the same time. To perform this action in the OpenScape Office V3 Assistant

and please navigate to:

Setup | UC Suite | Profiles

Add a profile there, change the above named setting, save and deploy the profile to the users

that should use this feature.

Further details for the usage of the Microsoft Exchange Calendar Integration feature in the

OpenScape Office clients can be found in the manual of the OpenScape Office clients itself.


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With the following optional setti g „Auto a k to offi e each user can decide, if his presence status

should be ha ged a k to Offi e status, he the appoi t e t ti e has e ded:

In the OpenS ape Offi e lie t of Portal or Portal for Outlook please navigate to:

Setup | My Preferences | Miscellaneous

“et the „Auto a k to offi e optio for TestUser1…


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“et the „Auto a k to offi e optio for TestUser2…

Notes:

This setting can be do e also ithi the UC “uite Profiles fu tio to set the optio for multiple users at the same time. To perform this action in the OpenScape Office V3 Assistant

and please navigate to:

Setup | UC Suite | Profiles

Add a profile there, change the above named setting, save and deploy the profile to the users

that should use this feature.

Further details for the usage of the Microsoft Exchange Calendar Integration feature in the

OpenScape Office clients can be found in the manual of the OpenScape Office clients itself.


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If you have carefully followed all above named steps, the full functionality should be available now.

In case you need to do some troubleshooting, here are some hints to check in your environment to

get the functionality:

Sporadically the Calendar Integration Feature does not get in service automatically after

initial configuration. A reset of the OpenScape Office V3 OSO application will force a proper

reconnect and might solve this problem. Please navigate in the OpenScape Office V3

Assistant to:

Service Center | Restart/Reload | Restart Application

Please wait until the OSO application is started up and perform test again.

Most configuration problems in the past were related to authorization with the added

ser i e user a ou t O“OV . Please check the user authorization to the set url:

Open a browser and enter the exact same link and username/password combination:

Server URL: https://192.168.178.150/ews/exchange.asmx

User name: osov3

Password: OSOV3 user password

When the authorization is granted you should be forwarded to a XML page that should look

similar like this:

If you cannot reach this page, there seems to be account problem in the Active Directory

ith the used user O“OV . Please check the settings there.


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Check the network connection between to the OpenScape Office and the Microsoft Small

Business Server 2011 Standard server with a ping command:

On the SBS2011 server open a CMD shell a d e ter pi g . . . a d he k result.

In the OpenScape Office Assistant please navigate to:

Expert Mode | Telephony Server | Routing | IP Routing | ICMP Request | Ping

Enter the SBS2011 ip-address . . . , li k “e d a d he k the result.

The following settings are default settings in a Microsoft Small Business Server 2011 Standard

server installation.

If you have still functions problems after checking the before named steps, please ensure the

installed status of Basi Authe ti atio a d Wi do s Authe ti atio i the We ser er II“ role ser i es setti gs as shown in the picture below:

Ope the „“er er Ma ager a d a igate to the Roles a d the to We “er er II“ .

Check the installed status of: Security | Basis Authentication and Secutity | Windows Authentication


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The following settings are default settings in a Microsoft Small Business Server 2011 Standard

server installation.

If you have still functions problems after checking the before named steps i We ser er II“ o figuratio a igate to <“er er a e> | “ites | Default We “ite | EW“ , set Authe ti atio ith a right li k Wi do s Authe ti atio , sele t Pro iders , he k / add NTLM pro ider a d appl these ha ges:

Ope the „“er er Ma ager a d a igate to the Roles a d the to We “er er II“ .

E pa d I ter et I for atio “er er a d navigate in the middle navigation to

<Server name> | Sites | Default Web Site | EWS

Open Authe ti atio ith a mouse dou le li k…


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… a d ith a right li k o Wi do s Authe ti atio , sele t Pro iders…


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Che k / Add NTLM pro ider a d appl these changes.

If you still cannot use the full functionality afterwards, some other problem might be in the

configuration or environment. Please check all before named settings carefully again and if this will

not solve your problems, please contact the support.

OpenScape Office V3 Interaction with Microsoft Small ... · Introduction: To give you an overview,...

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