SCOoffice Address Book 2.x For Microsoft® Outlook®

 

Installation & Configuration Guide

 

 

 

 

 
 
 
The SCO Group

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rev 2.1

17 May 2003

Legal Notice

The software described in this manual may only be used in accordance with the terms of its license agreement.

NO WARRANTY. This technical documentation is provided AS-IS. The SCO Group does not warrant that it is accurate, complete or error free. Any use of the technical documentation is at the risk of the user. The SCO Group reserves the right to make changes without prior notice.

Copyright© 2001-2003 Caldera International, Inc, d/b/a The SCO Group ("SCO")

All Rights Reserved.

No part of this document may be copied or translated to another language without the express written consent of The SCO Group.

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The SCO Group

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www.sco.com

Document version: 2.1
17 May 2003

Technical Support

 

The SCOoffice Mail Server products can be purchased with one of the following technical support options included:

 

·        Without Support – 1 year of free product maintenance and upgrades.

 

·        With Support – 1 year product maintenance, upgrades and unlimited email and telephone support.

 

Products purchased with the bundled support options have a Support Validation Code Card included in the product box explaining the type of technical support service and contact information. Please refer to this card for more detailed information.

 

In addition, The SCO Group offers a wide variety of service options. For more information on SCO's service offerings, see the http://www.sco.com/support web page, contact your local SCO sales representative, or:

 

In the United States and Canada

Phone 1-800-726-8649.

 

In Latin American countries

See http://www.la.sco.com/ for the nearest SCO Sales Office.

 

In Europe, Middle East, India, Africa and the Pacific Rim

Phone +44(0) 1707-226 014.

 

SCO Self-Help Services

 

Available to our customers anytime and anywhere is our 24x7 Self-Help support web site, located at  http://www.sco.com/support/self_help.html

 

Self-Help resources include:

 


About This Documentation

 

This documentation is available in English, French, German, Italian, Polish and Spanish.  Updates can be found at http://www.sco.com/support/docs/SCOoffice/Mail

Introduction

This guide explains how to install and configure the SCOoffice™ Address Book for Microsoft® Outlook®, a high performance LDAP client providing Outlook Address Book functionality. The SCOoffice Address Book provides superior usability, performance and configurability

Licensing

 

This version of the SCOoffice Address Book utilizes new licenses and a new licensing scheme. License keys for earlier versions of the Address Book are not compatible with this release.

 

Essentially, the licensing agent within the Address Book contacts the SCO activation server (key server) over the internet to activate the license installed with the product. This activation process is handled entirely by the Address Book.  Activation is attempted when Outlook is started and each subsequent time Outlook is started until the Address Book has satisfactorily activated itself.

 

A license activation may fail for the following reasons:

 

·        The client systems do not have access to the Internet or Internet access is unavailable.

·        The license key entered during the installation of the Address Book is invalid.

·        The number of client licenses has been exceeded. The SCO Key Server tracks how many client systems have activated using a particular license. If you have a license for 10 users and you install the Address Book on 11 systems the Address Book will inform you that you  need to purchase additional licenses.

·        If you have to reinstall the Address Book software on a new system because of a hardware failure on the original system it is possible that you may exceed your total client licenses. Contact your SCO Support office if this becomes a necessity.

 

If you experience problems with license activation please contact your SCO Support office as noted in the beginning of this guide.

 


Pre-Installation

 

·        The SCOoffice Address Book is fully supported with Microsoft®  Outlook 98, Outlook 2000 and Outlook 2002 and with the Microsoft® Windows® 98, XP platforms, and ME, NT, 2000.

 

·        The SCOoffice Address Book products will only install on systems where the user has administrative rights. The users’ rights can be changed to install the Address Book and then reset to the original rights.

 

·        Make sure Outlook and all available services packs have been installed.

 

·        Outlook should be closed before installing the SCOoffice Address Book.

 

·        Disable any Anti-virus software AND any services associated with it.

 

·        Verify that you have an email account on your SCOoffice Mail Server. 

 

·        You will need the following information to configure the SCOoffice Address Book. Your system administrator should provide this information to you.

 

 

·        If you are upgrading from a previous version of the SCOoffice Address Book it is not necessary to remove the old version.

Installation

 

If the single-click configuration tool of your SCOoffice Mail Server has been updated to install and configure the SCOoffice Mail Connector and Address Book it is not necessary to perform the following installation and configuration steps of this guide. Simply use the single-click configuration tool found in your SCOoffice Mail Server Preference Manager web pages to install, configure and license the Mail Connector and Address Book in one simple step. Doing so will complete the installation and configuration of the SCOoffice Address Book.

 

Otherwise follow these steps:

 

1.      Download the SCOoffice Address Book zip file and extract the contents using an unzip/decompress utility, such as WinZip, if necessary.

 

2.      Run the resulting SCOoffice Address Book setup program to install the SCOoffice Address Book software. Enter the SCOoffice Address Book license key when prompted to do so.

 

If you have upgraded from a previous version of the SCOoffice Address Book you are done. It is not  necessary to perform the configuration steps below.

 

Configuration

 

1.      Start Outlook.

 

The first time Outlook is run after installing the SCOoffice Address Book the ‘SCOoffice Address Book’ configuration dialog window will be automatically displayed. The SCOoffice Address Book is configured using this dialog. Here you specify the name of your Address Book, the hostname of the SCOoffice Mail Server (the LDAP server from which addresses are retrieved) and the container DN’s which define where the address information resides within the LDAP server hierarchy.

 

You can use this dialog window at any time to add additional SCOoffice Address Books or modify an existing SCOoffice Address Book configuration. See the section titled ‘Adding/Modifying SCOoffice Address Books’ to learn how to access the SCOoffice Address Book configuration dialog window at a later date.

 

2.      Click the ‘General’ tab of the Address Book dialog.

 

3.      In the ‘Display Name’ field enter any name that you wish to use to identify the address book such as ‘SCOoffice Address Book’.

 

4.      In the ‘LDAP Server’ field enter the fully qualified hostname of your SCOoffice Mail Server.

 

5.      Next, work through the following steps to obtain your value for the ‘Container DNs’ field (underneath the ‘Search’ button). This tells the SCOoffice Address Book how to search LDAP for user addresses.

 

a.       Using the fully qualified hostname of your SCOoffice Mail Server, enter either of the following URL’s into your web browser to go to the Preferences Manager log-in web page of your SCOoffice Mail Server:

 

http://<your-hostname-here>/msg    

https://<your-hostname-here>/msg

 

b.      Login to the Preferences Manager using your SCOoffice Mail Server email ID and password.

 

c.       Click on ‘Preferences’ in the navigation bar (left side of the web page) then click on the sub-item ‘Client Setup’. Your Email Account and Directory Server Account information will be displayed. Do NOT click on the “Configure’ button in the Client Setup web page.

.

d.      Copy the portion of the Directory Server Account ‘Account Name’ field, starting with and including the second ‘ou=’ to the end of the string, from the web page into the ‘Container DNs’ field of the ‘SCOoffice Address Book’ dialog window. 

 

For example, if the ‘Account Name’ field contains this string

 

uid=johndoe,ou=MSG Users,ou=caldera.com,

ou=SCOoffice Server,dc=my-domain,dc=com

 

copy this part of the ‘Account Name’ field into the ‘Container DNs’ field

 

ou=caldera.com,ou=SCOoffice Server,dc=my-domain,dc=com

 

This Container DN instructs the address book to search for those email addresses that are in the caldera.com email domain. If you have defined multiple email domains within the SCOoffice Mail Server you may specify a Container DN for each of the email domains that you want the address book to search.

 

For example, if you entered the following two Container DN’s

 

ou=caldera.com,ou=SCOoffice Server,dc=my-domain,dc=com

ou=uss.ca.caldera.com,ou=SCOoffice Server,dc=my-domain,dc=com

 

the address book will display all email addresses within the caldera.com and the uss.ca.caldera.com email domains.

 

If you have many email domains and do not want to enter a Container DN for each one you can enter one of the following Container DN’s, depending on the version of your mail server, to display email addresses from all email domains defined in your SCOoffice Mail Server:

 

For the Volution Messaging Server use:

ou=Volution Messaging Server,dc=my-domain,dc=com

 

For the SCOoffice Mail Server use:

ou=SCOoffice Server,dc=my-domain,dc=com

 

e.       Click ‘Logout’ located in the top right hand corner of the web page to log out of the Preferences Manager.

 

6.      Click the ‘Advanced’ tab of the ‘SCOoffice Address Book’ dialog window.

 

7.      Enable ‘Sort returned results’ and ‘Display sub-containers results of the LDAP containers (deep search).

 

8.      Change the ‘Default Search’ pattern to the following so that aliases will be displayed in the address book. If you do not want aliases to appear in your address book do not change the ‘Default Search’ value from its default.                                                                      

 

(|(objectclass=msgGroup)(objectclass=person))

 

9.      Click the ‘Ok’ button.

 

10.  Restart Outlook. 

Configuring Outlook to Use the Address Book

 

To configure Outlook to resolve email addresses from the SCOoffice Address Book follow these steps:

 

1.      Open the Outlook Address Book by clicking on ‘Tools’ and ‘Address Book’.  The  ‘Address Book’ dialog window will be displayed.

 

2.      Now Click on ‘Tools’ and ‘Options’. In older versions of Outlook click on ‘Help’ and ‘Options’.

 

The ‘Addressing’ dialog window will be displayed.

 

3.      Click ‘Add’. The ‘Add Address List’ dialog will be displayed.

 

4.      Select the SCOoffice Address Book email domain (from the ou= value configured above) in the list.

 

5.      Click ‘Add’.

 

You should be returned to the ‘Addressing’ dialog window.

 

6.      Click ‘Apply’.

 

7.      Click ‘OK’. 

 


Searching the SCOoffice Address Book

 

1.      Open the Outlook Address Book by clicking on ‘Tools’ and ‘Address Book’.  The  ‘Address Book’ dialog window will be displayed.

 

2.      In the pull-down list box titled ‘Show Names from the:’ select the email domain within the ‘SCOoffice Address Book’ to be searched. You should see a domain that is identical to the ‘ou=’ value that was cut and pasted in step 1 of the section above.

 

3.      Enter the first name, last name or email address in the ‘Type Name or Select from List:’ field. Press the ‘Enter’ key.

 

Adding/Modifying SCOoffice Address Books

 

Navigating to the ‘SCOoffice Address Book’ configuration dialog:

 

In Outlook 98 and 2000:

 

1.      Click ‘Tools’ and ‘Services’ in the Outlook menu. This will display the ‘Services’ dialog window.

 

2.      To add a new SCOoffice Address Book click ‘Add’ and select ‘SCOoffice Address Book’ from the resulting ‘Add Service to Profile’ dialog window.

 

3.      To modify an existing SCOoffice Address Book double click on it in the ‘Services’ dialog window.

 

In Outlook XP (2002):

 

1.      Click ‘Tools’ and ‘E-mail Accounts’ in the Outlook menu.  This will display the ‘E-mail Accounts’ dialog windows.

 

2.      To add a new SCOoffice Address Book select ‘Add a new directory or address book’ and click ‘Next’. Then select ‘Additional Address Book’ and click ‘Next’. Now select ‘SCOoffice Address Book’ from the list of available address book providers.

 

3.      To modify an existing SCOoffice Address Book select ‘View or change existing directories or address books’ and click ‘Next’. Double click on the SCOoffice Address Book that you wish to change in the resulting list.