Outlook Connector for MDaemon - Alt

Outlook Connector for MDaemon - Alt
Outlook Connector for MDaemon | How To Quick Start Guide
Optimal Performance and Installation Guide
This guide provides information on how to get the optimal performance
from Outlook Connector, how to install Outlook Connector on the
MDaemon server, and how to install the Outlook Connector client on the
client machine.
Optimal Performance
Deployment Considerations
The list below represents issues which should be considered prior to deployment. It should not be taken as definitive or
complete, and we always recommend testing the products in your own environment to ensure compatibility and that features
work as required prior to purchase.
• Outlook Connector requires Windows XP or newer and Outlook 2003 or newer to function.
• Users with large mailboxes may experience reduced performance using Outlook Connector in comparison to using an IMAP
or POP3 account. This is most noticeable when opening Outlook, when large folders are accessed for the first time, when
using Outlook 2003’s Search folders, or when accessing the Journal folder.
• Compatibility with third party Outlook plug-ins and PDA synchronization software cannot be guaranteed. Outlook Connector
does not make use of PST files. Compatibility with any software which requires PST files should be checked prior to purchase.
In some cases, adding an empty PST file to the Outlook Connector profile may help.
• In Outlook 2007, custom category names/colors may not be retained after Outlook is restarted.
• S/MIME encoded (digitally signed) emails are not currently supported in Outlook Connector.
• Outlook’s search folders will only reflect changes to items if Outlook has been re-started.
• Outlook custom forms and custom template files (.OFT) are not currently supported by Outlook Connector.
• The Activities tab for Contacts may not work or may cause Outlook to hang (on very large profiles).
• Roaming users should relocate their Outlook Connector cache files (LocalCache.db) on a network share so that the data does
not roam with their profile.
• In Outlook 2003, when scheduling meetings, users need to select Tools | Check Names for the free / busy information to
update.
General Use Recommendations
• We recommend using the latest version of Outlook Connector on both the MDaemon server and the latest Outlook Connector
plug-in on the client.
• We recommend using Outlook Connector with MDaemon 14 and above.
• We recommend disabling all Outlook plug-ins except the Outlook Connector plug-in.
• Regular defragmentation of the MDaemon server’s hard disk is recommended. Server performance can be further improved
by reducing the amount of logging MDaemon is doing (Setup | Server Settings | Logging | Settings) along with moving the
Logs folder and User, Public and Queues folders to a physically separate disk.
• We recommend periodically purging and compacting the Outlook Connector database file.
• The local Outlook Connector cache file should be excluded from realtime scanning by third party desktop antivirus
applications. By default, the local Outlook Connector cache is located at C:\Documents and Settings\-username-\
Application Data\Alt-N\Outlook Connector 4.x\ProfileName\account-name\User’sEmail@YourCompany.com
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• Outlook should only be configured to use HTML or Plain Text format for sending emails. Depending on the version of Outlook
you are using, these settings can usually be found via Tools | Options | Mail Format tab. Outlook should not be configured to
use Word as its email editor or to use Rich Text Format (RTF). Both of these methods result in emails which do not adhere to
Internet standards.
• We recommend configuring Outlook Connector’s Send/Receive tab (located under the Account button in the Outlook
Connector toolbar) to only check the Inbox folder for new items at each Outlook send/receive interval.
• We recommend configuring the Send/Receive schedule to check for new mail every 3 minutes.
Note: If you are planning to import data from a PST file, make sure to run scanpst.exe on the file first and compact the folders
to help prevent corrupted messages from being imported into the Outlook Connector profile. Scanpst is located under C:\
Program Files\Common Files\System\MSMAPI\1033 and comes with Outlook. Note that multiple passes with Scanpst may
be needed.
Note: Remove invalid characters ( ~ # % & * { } / \ : < > ? | “ ) from Outlook folder names prior to importing.
Install Outlook Connector On the
MDaemon Server
Step 1 - Install Outlook Connector for MDaemon
1. Download the Outlook Connector for MDaemon installer from
www.altn.com. Select Downloads | Outlook Connector for
MDaemon. Click the Download Now button, and then click on
the installer link next to your preferred language selection. The
installer will now download. [Figure 2-1]
2. Double-click the Outlook Connector installer to begin the
installation, then click Next on the Welcome screen.
Figure 2-1
3. Click on I Agree on the End User License Agreement screen.
4. Select your preferred installation type, and then click Next.
5. Select the first option to install a fully functional trial of Outlook
Connector.
6. Select the second option if you have already purchased a license
key for Outlook Connector.
7. Click Next on the Trial Outlook Connector for 30 Days screen.
8. On the Customer Information screen, enter your name, company,
country, and other requested information. If installing a trial, be
sure to enter a valid email address. Your trial key will be sent to
this address, and must be entered before proceeding to the next
step. Click Next to continue. [Figure 2-2]
Figure 2-2
9. If you would like MDaemon to send an email to your users
containing a link to the Outlook Connector plug-in installer, then
enter the URL to your WorldClient server in the blank provided
(example: http://mail.example.com:3000 ). Click on Next to
continue. [Figure 2-3]
10. On the Ready to Install screen, click Next to continue with the
installation process.
11. Leave the box checked to start MDaemon with new Outlook
Connector functionality, then click on Finish. At this time,
MDaemon will automatically restart.
Figure 2-3
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Step 2 - Enabling Outlook Connector Support in MDaemon
Note: Activating Outlook Connector requires the enabling of
IMAP folder sharing. MDaemon displays a dialog concerning
this when you enable Outlook Connector if sharing is not already
enabled.
1. In MDaemon, go to Setup | Outlook Connector. Expand the
drop-down OC Server Settings menu on the left and make sure
Settings is selected.
2. Make sure Enable Outlook Connector support is checked.
This box should be checked by default after installing Outlook
Connector on the server. [Figure 3-1]
Figure 3-1
• You can optionally check the two remaining checkboxes
Outlook Connector users can see all MDaemon accounts
and …only show accounts within the Outlook Connector
user’s domain.
3. Click on Generate Outlook Connector shared folders
to create Contacts, Calendars, Journals, Tasks and Notes
folders for all domains, then click OK on the Folders created
confirmation window.
4. Click on Accounts under OC Server Settings in the left-hand
navigation menu.
5. Select the accounts that will be authorized to use Outlook
Connector in the drop-down menu, clicking Add after each one.
If you would like to allow all MDaemon users to use Outlook
Connector, then click the button Allow all accounts to connect
using Outlook Connector. The above Outlook Connector
Accounts window will populate with the authorized accounts that
you have selected. [Figure 3-2]
Figure 3-2
• You can optionally check the box Authorize accounts the first time they connect using Outlook Connector.
Note: if you enable this option then you have in effect authorized all MDaemon accounts to use Outlook Connector
for MDaemon. The accounts simply will not be added to the list until the first time each one connects using Outlook
Connector.
Pushing Outlook Connector Client Settings from MDaemon to Outlook
Connector Users
Beginning with MDaemon 16.5 & Outlook Connector 4.0,
administrators can push Outlook Connector client settings from
MDaemon to Outlook Connector users. To enable Outlook Connector
settings to be pushed to clients, follow these steps.
1. In MDaemon, go to Setup | Outlook Connector.
2. Click on OC Client Settings in the left-hand menu.
3. Check the box Push client settings to OC users. [Figure 3-3]
4. Click Apply and OK.
Figure 3-3
• General
• Send/Recieve
• Advanced
• Miscellaneous
• Folders
• Database
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The following settings, located under the OC Client Settings dropdown menu, are pushed out to the client: [Figure 4-1]
• General
• Send/Recieve
• Advanced
• Miscellaneous
• Folders
• Database
General [Figure 4-2]
Note: Macros must be used in most of the fields described below.
Click on the Macro Reference button for a list of all macros that can be
used in these fields.
Figure 4-1
User Information
Your Name: By default this option uses the $USERNAME$
macro, which imports the user’s first and last name from the
Account Details screen of the account editor. This appears in the
From header of the user’s messages.
Organization: This is an optional space for your business or
organization name.
E-mail Address: By default this option uses the $EMAIL$ macro,
which inserts the user’s email address. This appears in the From
header of the user’s messages.
Figure 4-2
Account Settings
Display Name: This name is displayed in Outlook so that the user can identify which account is currently in use. This is
useful for users who have multiple accounts in their profile. Only the user sees this information. This is set to “Outlook
Connector for MDaemon” by default.
Incoming Mail (IMAP): This is the server the Outlook Connector clients will access to collect and manage each user’s
email. This is set to $FQDN$ by default. The $FQDN$ macro will import the FQDN (fully-qualified domain name) from
the SMTP host name field on the Domain Manager | Host Name & IP screen.
Outgoing Mail (SMTP): This is the server to which the Outlook Connector clients will connect to send your users’
outgoing messages. Frequently this is the same as the Incoming Mail (IMAP) server above. This is set to $FQDN$ by
default.
User Name: This is the user name needed to access and manage each user’s MDaemon/Outlook Connector email
account. This is typically the same as the E-mail Address above. By default this is set to $EMAIL$.
Remember password: By default Outlook Connector clients are set to save the user password, so that when Outlook
is started it will automatically sign in to the email account without asking for credentials. Disable this option if you wish
to require users to enter their password when starting Outlook.
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Advanced [Figure 5-1]
Incoming Server (IMAP)
Use secured connection (SSL): Check this box if you want clients to
use a secure SSL connection when connecting to the Incoming Mail
(IMAP) server. Enabling this option will automatically change the Port
setting to “993,” which is the default SSL port.
Use Transport Layer Security (TLS): Check this box if you want
clients to use a secure TLS connection when connecting to the
Incoming Mail (IMAP) server. Unlike SSL, which uses port 993 for
IMAP, the connection is upgraded to a TLS connection over the default
IMAP port (port 143).
Port: This is the port on which the Outlook Connector clients will
connect to your Incoming Mail (IMAP) server. By default this is
set to 143 for IMAP connections or 993 for SSL encrypted IMAP
connections.
Figure 5-1
Outgoing Server (SMTP)
Use secured connection (SSL): Check this box if you want Outloook Connector clients to use a secure SSL connection
when connecting to the Outgoing Mail (SMTP) server. Enabling this option will automatically change the Port setting to
“465,” which is the default SSL port.
Use Transport Layer Security (TLS): Check this box if you want Outloook Connector clients to use a secure TLS
connection when connecting to the Outgoing Mail (SMTP) server. Unlike SSL, which uses port 465 for SMTP, the
connection is upgraded to a TLS connection over the default SMTP port (port 25).
Port: This is the port on which the Outlook Connector clients will connect to your Outgoing Mail (SMTP) server. By default
this is set to 25 for SMTP connections or 465 for SSL encrypted SMTP connections.
SMTP Authentication
SMTP server requires authentication: By default users must use valid login credentials to authenticate themselves when
connecting to the Outgoing Server (SMTP) to send an email message.
Use same authentication as incoming server: By default Outlook Connector clients will authenticate themselves using
the same login credentials for the Outgoing Mail (SMTP) server that they use for the Incoming Mail (IMAP) server.
Use SMTP authentication: Use this option if you wish to require your Outlook Connector users to use different
authentication credentials when sending messages. This may be necessary when using a different email server for outgoing
mail.
User name: Enter the user name that you wish to use for SMTP
authentication. In most cases, your user name would be your full email
address.
You can optionally check the Remember password box.
Folders [Figure 5-2]
Show all folders: By default the folder list in Outlook will display all
of the folders to which the Outlook Connector user has access on the
mail server.
Show only subscribed folders: Select this option if you want the
Outlook folder list to display only those folders to which the user has
subscribed.
Figure 5-2
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Folders [Continued] [Figure 6-1]
Load PIM folders synchronously: In most cases this option should
be left unchecked, which means that an Outlook Connector user can
continue to use Outlook while Outlook Connector loads the contents
of PIM folders (i.e. non-mail folders, such as: Contacts, Calendars,
and Tasks). If you check this box then Outlook will effectively be
blocked from use until all of the data has been loaded. Ordinarily this
option may only be needed when the user has 3rd party applications
attempting to access PIM folder contents.
Load IMAP folders synchronously: In most cases this option should
be left unchecked, which means that an Outlook Connector user can
continue to use Outlook while Outlook Connector loads the contents
of the user’s IMAP mail folders. If you check this box then Outlook will
effectively be blocked from use until all of the data has been loaded.
Ordinarily this option may only be needed when the user has 3rd party
applications attempting to access mail folder contents.
Figure 6-1
Send/Receive [Figure 6-2]
Download headers only: By default when Outlook Connector does
a Send/Receive and finds new messages, it will only download the
message headers (i.e. To, From, Subject, and the like) for display in the
message list. The full message isn’t downloaded until it is viewed.
Show progress indicator when loading messages: Outlook
Connector displays a progress indicator when downloading a large
number of messages. Clear this checkbox if you do not wish to display
the progress indicator.
Indicator threshold (number of messages): When the above option
is enabled, the Progress Indicator is displayed when downloading this
number of messages or more.
Figure 6-2
Enable message download cancellation: Check this box if you want your Outlook Connector users to be able to
cancel the download while Outlook Connector is downloading a large message.
Send/Receive checks mail in all folders: Select this option if you want Outlook Connector to check every mail folder
for new messages when it performs a Send/Receive action for the user’s account.
Send/Receive checks mail in selected folders: Select this option if you want Outlook Connector to check the user’s
specified folders for new messages when performing a Send/Receive action on the account.
Note: For best performance, we recommend configuring Send/
Receive to check for new mail in the Inbox only, as explained in the
General Use Recommendations section above.
Miscellaneous [Figure 6-3]
How would you like to respond to requests for read receipts on
incoming messages? Sometimes incoming messages contain a
special header for requesting that an automated message be sent
back to the sender to let him or her know when you read the message.
Set this option to specify how you want Outlook Connector to handle
messages that ask for read confirmations.
Figure 6-3
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Miscellaneous [Continued] [Figure 7-1]
Prompt me before sending a response: Choose this option if you
want users to be asked whether or not to send the read confirmation
message whenever they open a message that requests it.
Always send a response: Select this option if you wish to send a
read confirmation message automatically whenever a user opens a
message that requests it.
Never send a response: Choose this option if you do not want
Outlook Connector to respond to read confirmation requests.
Send meeting requests in iCalendar format: Check this box if you
want Outlook Connector to send meeting requests in iCalendar (iCal)
meeting format. We recommend checking this box.
Figure 7-1
Enable automatic updates: By default Outlook Connector will be updated automatically whenever a new version is
available. We recommend leaving this box checked.
Database [Figure 7-2]
Purge database on Outlook shutdown: To conserve disk space
and improve performance, by default Outlook Connector is set to
purge/delete the message body of old messages when you shut
down Outlook. This does not remove the message headers nor does
it affect the original messages stored on the server; it simply removes
the locally cached body of old messages. Whenever you open an old
message that has been purged in the past, the message body will
be downloaded again to your computer. Further, only email message
bodies are purged; this doesn’t affect Contacts, Calendars, Tasks,
Journals, or Notes. Disable this option if you do not wish to purge the
database at shutdown.
Purge message body of messages older than __ days: Use this
option to designate how old a message must be for its message
body to be purged at Outlook shutdown. By default a message must
be more than 30 days old for it to be purged. Its age is based on the
message “modified” date. Use “0” in this option if you never wish
message bodies to be purged.
Figure 7-2
Compact database on Outlook shutdown: To conserve disk space and improve performance, by default Outlook
Connector is set to compact and defragment the locally cached messages database file when the user shuts down
Outlook. Outlook must shutdown cleanly, however, for the compact action to occur; if Outlook crashes or you use the
Task Manager to “End Task” then the database will not be compacted. You can use the options in the Configuration
section below to designate how often this will occur and whether or not you will be prompted before it does.
Prompt me to purge/compact on Outlook shutdown: Use this option if you want users to be prompted before
Outlook Connector will purge or compact the database file at shutdown. If the user clicks Yes then it will perform the
compact or purge actions, displaying a progress indicator as it does so. Clear this checkbox if you do not want users to
be prompted; at shutdown Outlook Connector will begin purging or compacting the database automatically, displaying
a progress indicator when doing so.
Run purge/compact on shutdown every __ days: This option controls how often Outlook Connector will purge or
compact the database at shutdown. By default this option is set to 7 days, meaning that it will run the Purge/Compact
process at shutdown once every seven days. Set this option to “0” if you wish to purge/compact the database every
time a user shuts down Outlook.
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Install Outlook Connector Plug-in on Client Machines
1. Once the Outlook Connector application has been installed on the
MDaemon server, the Outlook Connector Client will need to be
installed on each client machine. There are 2 ways to download the
client:
• Method 1: Download the Outlook Connector Client installer from
www.altn.com. Select Downloads | Outlook Connector for
MDaemon. Choose from 32 bit, 64 bit, or MSI Client Installer by
clicking the appropriate button, and then click Save File. [Figure 8-1]
• Method 2: Log into WorldClient. Click on the Options menu,
select Outlook Connector in the drop-down menu, then click on
Download Outlook Connector and save the file to your desktop.
Figure 8-1
[Figure 8-2]
2. Make sure that Outlook is shut down, and double-click the
OutlookPluginInstall.exe file on your Windows desktop to begin the
installation.
3. Select your preferred language in the drop-down menu, and then
click OK.
4. Click Next on the Welcome screen.
5. Select the option I accept the terms in the license agreement on
the License Agreement screen, and then click Next.
6. On the Ready to Install screen, click Install to continue with the
installation process.
7. After all files have been installed, the Finish screen displays. Click
Figure 8-2
Finish to complete the installation.
Configuring the Outlook Connector Client
On Each Client Machine
Each user can follow these steps to configure the Outlook Connector
client.
1. In Windows, navigate to the Windows control panel, click on Mail,
click on Show Profiles..., then click the Add... button, and type in a
profile name (Ex: Outlook Connector) and click OK. Select Manually
configure server settings (Outlook 2016, 2013, 2010 and 2007) or Add
a new e-mail account (Outlook 2003), then click on Next. [Figure 8-3]
Figure 8-3
2. Select Other, then select the Outlook Connector for MDaemon 4.x
server type, and then click on Next. [Figure 8-4]
Figure 8-4
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3. Fill out the Account Settings and User Information sections.
This information can be populated automatically or manually. Both
methods are explained below. [Figure 9-1]
Method 1: Enter your email address in the User Name field, and then
enter your password.
• Click on Test & Get Account Settings to query the server
and automatically populate the account settings & user
information.
Note: To use this method, the option Push client settings to
OC users must enabled in MDaemon.
Figure 9-1
Method 2: Enter your information manually.
• Enter your email address in the User Name field, and then
enter your password.
• Enter your preferred display name in the Display Name field.
• In the Incoming Mail (IMAP) and Outgoing Mail (SMTP)
fields, enter the IP address or host name of your MDaemon
server.
• In the User Information section, enter your name,
organization, and email address.
4. Enable SSL and/or TLS (optional):
Figure 9-2
Note: SSL must be enabled in MDaemon first. The administrator can
enable SSL & TLS support in MDaemon by navigating to Security |
Security Settings | SSL & TLS | MDaemon & checking the box Enable
SSL, STARTTLS, and STLS.
• Click on the Advanced tab. Then check the boxes next to Use
secured connection (SSL) under the incoming (IMAP) and
outgoing (SMTP) server sections. You can optionally check Use
Transport Layer Security (TLS) as well. [Figure 9-2]
5. If SMTP authentication is required, then check the box SMTP
server requires authentication. Then select either Use Same
Authentication as Incoming Server or Use SMTP Authentication
(if Use SMTP Authentication is selected, then enter the required
username and password). [Figure 9-3]
Figure 9-3
6. Click on the General tab, then click on Test & Get Account Settings. If the response from the test is successful, click
OK, otherwise:
• If the test fails and you receive the error Unable to connect to server, verify the IP address or host name of your
MDaemon server.
• If the test fails and you receive the error Authentication Failed, verify that the User name and password are entered
correctly.
7. Back on the Mail Profile Manager screen, make sure that your new account is selected for Always use this profile and
click OK to finish.
© 1996 - 2017 Alt-N Technologies, Ltd.
MDaemon, WorldClient, RelayFax, and Alt-N are trademarks of Alt-N Technologies, Ltd.
All trademarks are property of their respective owners.
12.08.2016
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