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Client Access Server Nitin Gupta [email_address]
<ul><li>Client Access Server  </li></ul><ul><li>Exchange Autodiscover </li></ul><ul><ul><li>Overview </li></ul></ul><ul><u...
<ul><li>The  topics / flow   to be covered in this session is going to be  very  basic </li></ul><ul><li>Please  feel free...
<ul><li>Exchange 2007 - Architecture </li></ul><ul><li>Overview / Understanding of  </li></ul><ul><ul><li>SMTP Protocol & ...
Where CAS comes in…
<ul><li>Server roles allow an administrator  to  split the functions  of an Exchange server and place each role, or a comb...
Server Roles Perimeter Exchange 2007 Edge Server Intranet Exchange 2007 Server
Enterprise Network Other SMTP Servers PBX or VoIP I N T E R N E T Server Roles Hub  Transport Routing Policy Applications:...
CAS - Overview
<ul><li>Handles communications between clients and Microsoft Exchange. </li></ul><ul><li>Supports  </li></ul><ul><ul><li>O...
<ul><li>Outlook communicates directly with the Mailbox server,  </li></ul><ul><li>Outlook still uses the Client Access ser...
<ul><li>Autodiscover </li></ul><ul><ul><li>Uses a user's e-mail address and password to provide profile settings to Outloo...
<ul><li>Exchange ActiveSync </li></ul><ul><ul><li>Helps synchronize data between mobile device and Exchange </li></ul></ul...
<ul><li>Outlook Anywhere </li></ul><ul><ul><li>The Outlook Anywhere feature for Microsoft Exchange Server 2007 lets Outloo...
Autodiscover Service
<ul><li>Configures and maintains  server settings for client  with MOO 2007 </li></ul><ul><li>Configures supported Mobile ...
<ul><li>Easier to configure Outlook 2007 as compared to manual work required in previous versions </li></ul><ul><li>Uses U...
<ul><li>Virtual directory “Autodiscover” is created under Default Web site in IIS on installation of CAS role </li></ul><u...
<ul><li>The SCP object contains the authoritative list of Autodiscover service URLs for the forest  </li></ul><ul><li>Most...
<ul><li>Require Exchange Administrator role to execute </li></ul><ul><li>Is used to set properties on specified CAS  </li>...
<ul><li>Domain-connected client  connects and authenticates  to Active Directory </li></ul><ul><li>Outlook 2007 sends a  L...
<ul><li>Outlook tries to connect to each  Autodiscover URL sequentially . If no URLs in in-site are unavailable, out-of-si...
How Autodiscover Works….
<ul><li>Non domain-connected client  first tries to locate the Autodiscover  service by looking up the  SCP object  in Act...
Non Domain Connected Client
<ul><li>The XML file provides following information: </li></ul><ul><ul><li>User’s display name </li></ul></ul><ul><ul><li>...
<ul><li>For Distributed AD sites separated by low-bandwidth network connectivity.  </li></ul><ul><li>Preferred AD sites fo...
<ul><li>Topology </li></ul><ul><ul><li>IN-CHN    A EDS site located in Chennai (CHN-CAS) </li></ul></ul><ul><ul><li>IN-DEL...
<ul><li>Scope Configuration – IN-DEL </li></ul><ul><li>Set-ClientAccessServer -Identity “DEL-CAS&quot; -AutodiscoverServic...
<ul><li>The  connection settings  that the Outlook client uses are  translated into MAPI properties .  </li></ul><ul><li>M...
<ul><li>Outlook 2007 automatically connects to the Autodiscover service under the following conditions: </li></ul><ul><ul>...
<ul><li>MAPI layer connects to the Autodiscover when the user is using a low-bandwidth network connection or when the user...
How Autodiscover Works….
<ul><li>MAPI layer connects to the Autodiscover when the user is using a low-bandwidth network connection or when the user...
Thank You Nitin Gupta [email_address]
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Exchange 2007 - CAS Overview & Autodiscover

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  • Thank you soo much.
    I really appreciate you efforts as you have abridged the autodiscover topic to few short slides.
    Great !!

    Thanks,
    Himanshu Agrawal
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  • Transcript of "Exchange 2007 - CAS Overview & Autodiscover"

    1. 1. Client Access Server Nitin Gupta [email_address]
    2. 2. <ul><li>Client Access Server </li></ul><ul><li>Exchange Autodiscover </li></ul><ul><ul><li>Overview </li></ul></ul><ul><ul><li>Process </li></ul></ul><ul><li>Question & Answers </li></ul>Agenda
    3. 3. <ul><li>The topics / flow to be covered in this session is going to be very basic </li></ul><ul><li>Please feel free to interrupt in case something is not clear , every attempt would be made to answer your query immediately, else offline </li></ul>Important
    4. 4. <ul><li>Exchange 2007 - Architecture </li></ul><ul><li>Overview / Understanding of </li></ul><ul><ul><li>SMTP Protocol & Relay </li></ul></ul><ul><ul><li>DNS & associated records </li></ul></ul><ul><ul><li>PowerShell </li></ul></ul><ul><ul><li>Certificates / PKI </li></ul></ul><ul><li>Good knowledge of Server Roles in MSX 2003 </li></ul>Prerequisites
    5. 5. Where CAS comes in…
    6. 6. <ul><li>Server roles allow an administrator to split the functions of an Exchange server and place each role, or a combination of roles, on different servers in the organization </li></ul><ul><li>This can be done for performance reasons, management reasons , or any other reason deemed necessary by the organization's policies </li></ul><ul><li>Various Server Roles </li></ul><ul><ul><li>Edge Transport </li></ul></ul><ul><ul><li>Hub Transport </li></ul></ul><ul><ul><li>Client Access </li></ul></ul><ul><ul><li>Mailbox </li></ul></ul><ul><ul><li>Unified Messaging </li></ul></ul>Server Roles
    7. 7. Server Roles Perimeter Exchange 2007 Edge Server Intranet Exchange 2007 Server
    8. 8. Enterprise Network Other SMTP Servers PBX or VoIP I N T E R N E T Server Roles Hub Transport Routing Policy Applications: OWA, Outlook Anywhere Protocols: EAS, POP, IMAP, Outlook Anywhere Programmability: Web services, Web parts Client Access Edge Transport Routing Hygiene Mailbox Mailbox Public Folders Voice Messaging Unified Messaging Fax
    9. 9. CAS - Overview
    10. 10. <ul><li>Handles communications between clients and Microsoft Exchange. </li></ul><ul><li>Supports </li></ul><ul><ul><li>Outlook 2007 and earlier versions, </li></ul></ul><ul><ul><li>Outlook Web Access, </li></ul></ul><ul><ul><li>Exchange ActiveSync </li></ul></ul><ul><ul><li>POP3 and IMAP4 protocols </li></ul></ul><ul><li>Makes it possible to use Exchange 2007 features such as the offline address book, the Autodiscover service, and the Availability service </li></ul><ul><li>Must be installed in every Exchange 2007 organization </li></ul><ul><li>Enables users to use Unified Messaging features as Play on Phone </li></ul>Overview
    11. 11. <ul><li>Outlook communicates directly with the Mailbox server, </li></ul><ul><li>Outlook still uses the Client Access server role to connect to Exchange mailboxes when using Outlook Anywhere (formerly known as RPC over HTTP) and for services such as </li></ul><ul><ul><li>Autodiscover service </li></ul></ul><ul><ul><li>Availability service. </li></ul></ul>Overview - Note
    12. 12. <ul><li>Autodiscover </li></ul><ul><ul><li>Uses a user's e-mail address and password to provide profile settings to Outlook 2007 clients and supported mobile devices </li></ul></ul><ul><ul><li>Enables Outlook 2007 clients to automatically connect to Microsoft Exchange and Exchange features, such as the Availability service or Unified Messaging, without having to manually configure their Outlook profile </li></ul></ul><ul><li>POP3 & IMAP4 </li></ul><ul><ul><li>Supports POP3 and IMAP4 clients. </li></ul></ul><ul><ul><li>By default, POP3 and IMAP4 services are installed but are not enabled. </li></ul></ul>CAS – Features & Functionalities
    13. 13. <ul><li>Exchange ActiveSync </li></ul><ul><ul><li>Helps synchronize data between mobile device and Exchange </li></ul></ul><ul><ul><li>Can synchronize e-mail, contacts, calendar information, and tasks </li></ul></ul><ul><ul><li>Devices that run Microsoft Windows Mobile® software, including Windows Mobile powered Pocket PC 2003 and Windows Mobile 5.0, are supported </li></ul></ul><ul><li>Outlook Web Access </li></ul><ul><ul><li>Helps access e-mail from a Web browser </li></ul></ul><ul><ul><li>Includes new features like smart meeting booking, enhanced reminders and notifications, integration with WSS and File share </li></ul></ul><ul><ul><li>Two versions of Outlook Web Access </li></ul></ul><ul><ul><ul><li>Full-featured Outlook Web Access Premium client </li></ul></ul></ul><ul><ul><ul><li>Outlook Web Access Light client </li></ul></ul></ul>CAS – Features & Functionalities
    14. 14. <ul><li>Outlook Anywhere </li></ul><ul><ul><li>The Outlook Anywhere feature for Microsoft Exchange Server 2007 lets Outlook 2007 and Outlook 2003 clients connect to their Microsoft Exchange servers over the Internet by using the RPC over HTTP Windows networking component. </li></ul></ul><ul><ul><li>Wraps remote procedure calls (RPC) with an HTTP layer, which allows the traffic to traverse network firewalls without requiring RPC ports to be opened </li></ul></ul><ul><li>Availability Service </li></ul><ul><ul><li>Improves free/busy data access for information workers by providing secure, consistent, and up-to-date free/busy data to computers that are running Outlook 2007 </li></ul></ul>CAS – Features & Functionalities
    15. 15. Autodiscover Service
    16. 16. <ul><li>Configures and maintains server settings for client with MOO 2007 </li></ul><ul><li>Configures supported Mobile devices </li></ul><ul><li>Includes features like </li></ul><ul><ul><li>Web-based Offline Address Book </li></ul></ul><ul><ul><li>Availability Service </li></ul></ul><ul><ul><li>Unified Messaging </li></ul></ul><ul><li>No Autodiscover service - Earlier versions of Outlook </li></ul>Exchange Autodiscover Service
    17. 17. <ul><li>Easier to configure Outlook 2007 as compared to manual work required in previous versions </li></ul><ul><li>Uses User’s Email Address or Domain Account </li></ul><ul><li>Information: </li></ul><ul><ul><li>User’s display name </li></ul></ul><ul><ul><li>Connection settings for internal and external connectivity </li></ul></ul><ul><ul><li>Location of user’s Mailbox server </li></ul></ul><ul><ul><li>The URLs for features  </li></ul></ul><ul><ul><ul><li>Free/busy information, </li></ul></ul></ul><ul><ul><ul><li>Unified Messaging, and </li></ul></ul></ul><ul><ul><ul><li>Offline address book </li></ul></ul></ul><ul><ul><li>Outlook Anywhere server settings </li></ul></ul>Outlook 2007 & Autodiscover
    18. 18. <ul><li>Virtual directory “Autodiscover” is created under Default Web site in IIS on installation of CAS role </li></ul><ul><li>This Virtual Directory handles requests from Outlook 2007 when: </li></ul><ul><ul><li>A new Outlook profile is configured or updated </li></ul></ul><ul><ul><li>A client periodically checks MSX Web Services URLs </li></ul></ul><ul><ul><li>Underlying network connection changes </li></ul></ul><ul><li>Service Connection Point (SCP) Active Directory object is created for each server where the CAS role is installed. </li></ul><ul><li>SCP object is used by clients to locate the Autodiscover service. </li></ul><ul><li>SCP record contains the serviceBindingInformation attribute that’s has FQDN of CAS </li></ul><ul><ul><li>Ex: https://cas01.contoso.com/autodiscover/autodiscover.xml, where cas01.contoso.com is FQDN of CAS </li></ul></ul>Autodiscover Operation
    19. 19. <ul><li>The SCP object contains the authoritative list of Autodiscover service URLs for the forest </li></ul><ul><li>Most important attributes of an SCP are </li></ul><ul><ul><li>Keywords : String value that identify a service </li></ul></ul><ul><ul><li>serviceDNSName : A or SRV record of </li></ul></ul><ul><ul><li>serviceDNSNameType : CAS server role </li></ul></ul><ul><ul><li>serviceBindingInformation : In-site and out-of-site lists of CAS </li></ul></ul><ul><li>Client applications search the directory for keywords values to locate your SCP. When SCP is found, clients can read other attributes to retrieve service data. </li></ul><ul><li>SCP object is updated by using Set-ClientAccessServer cmdlet </li></ul>SCP – Quick Overview
    20. 20. <ul><li>Require Exchange Administrator role to execute </li></ul><ul><li>Is used to set properties on specified CAS </li></ul><ul><li>To be for all Microsoft Exchange Server 2007 computers that have the Client Access server role </li></ul>Set-ClientAccessServer Cmdlet Set-ClientAccessServer -Identity &quot;CAS-01&quot; -AutodiscoverServiceInternalURI &quot;https://cas.mail.contoso.com/autodiscover/autodiscover.xml&quot; -AutodiscoverServiceSiteScope &quot;Mail&quot; Parameter Required Description Identity Required This parameter specifies an individual Client Access server. AutoDiscoverServiceInternalUri Optional This parameter specifies the internal URL of the Autodiscover service. AutoDiscoverSiteScope Optional This parameter specifies the site for which the Autodiscover service is authoritative. Clients that connect to the Autodiscover service by using the internal URL must belong to a site listed here. Confirm Optional This parameter causes the command to pause processing and requires that you acknowledge what the command will do before processing continues. The default value is $true. DomainController Optional This parameter specifies the fully qualified domain name (FQDN) of the domain controller that writes this configuration change to the Active   Directory directory service. Instance Optional This parameter specifies an instance of a Client Access server.
    21. 21. <ul><li>Domain-connected client connects and authenticates to Active Directory </li></ul><ul><li>Outlook 2007 sends a LDAP query to AD looking for all SCP objects. </li></ul><ul><li>Outlook  sorts and enumerates the returned results based on the client's Active Directory site by using the keyword attribute of the SCP record. </li></ul><ul><li>2 Lists with SCP Records of in-site & out-of-site are returned </li></ul><ul><li>An array of Autodiscover URLs is generated by referencing the serviceBindingInformation attribute from in-site and out-of-site lists in sequence </li></ul>Autodiscover – Domain Connected
    22. 22. <ul><li>Outlook tries to connect to each Autodiscover URL sequentially . If no URLs in in-site are unavailable, out-of-site URL are connected and sends an HTTP POST command to the Autodiscover service </li></ul><ul><li>The Autodiscover service queries AD to obtain the connection settings and URLs for the Exchange services. </li></ul><ul><li>The Autodiscover service returns an HTTP response with an XML file that includes the connection settings and URLs for the available Exchange services. </li></ul><ul><li>Outlook uses the appropriate configuration information and connection settings to connect to Exchange messaging environment. </li></ul>How Autodiscover Works…. contd
    23. 23. How Autodiscover Works….
    24. 24. <ul><li>Non domain-connected client first tries to locate the Autodiscover service by looking up the SCP object in Active Directory </li></ul><ul><li>As client is unable to contact AD, it then locates the Autodiscover service by using Domain Name System (DNS) </li></ul><ul><li>Client will use domain part from user’s e-mail address and check DNS by using two predefined URLs. </li></ul><ul><li>Example: </li></ul><ul><ul><li>If SMTP domain is contoso.com, </li></ul></ul><ul><ul><li>Outlook tries following URLs to connect to the Autodiscover service: </li></ul></ul><ul><ul><ul><li>https://contoso.com/autodiscover/autodiscover.xml </li></ul></ul></ul><ul><ul><ul><li>https://autodiscover.contoso.com/autodiscover/autodiscover.xml </li></ul></ul></ul>Non Domain Connected Client
    25. 25. Non Domain Connected Client
    26. 26. <ul><li>The XML file provides following information: </li></ul><ul><ul><li>User’s display name </li></ul></ul><ul><ul><li>Connection settings for internal and external connectivity </li></ul></ul><ul><ul><li>Location of user’s Mailbox server </li></ul></ul><ul><ul><li>The URLs for features  </li></ul></ul><ul><ul><ul><li>Free/busy information, </li></ul></ul></ul><ul><ul><ul><li>Unified Messaging, and </li></ul></ul></ul><ul><ul><ul><li>Offline address book </li></ul></ul></ul><ul><ul><li>Outlook Anywhere server settings </li></ul></ul>XML Contents…
    27. 27. <ul><li>For Distributed AD sites separated by low-bandwidth network connectivity. </li></ul><ul><li>Preferred AD sites for clients to connect Autodiscover service. </li></ul><ul><li>Process of specifying preferred AD sites - Configuring site scope . </li></ul><ul><li>Configure site affinity - Set-ClientAccessServer cmdlet. </li></ul><ul><li>Clients connect to the Autodiscover service instances as specified in Site Scopes.  </li></ul>Site Affinity @ Autodiscover
    28. 28. <ul><li>Topology </li></ul><ul><ul><li>IN-CHN    A EDS site located in Chennai (CHN-CAS) </li></ul></ul><ul><ul><li>IN-DEL    A EDS site located in Delhi (DEL-CAS) </li></ul></ul><ul><ul><li>IN-BNG    A EDS site located in Bangalore (BNG-CAS) </li></ul></ul><ul><li>Configuration </li></ul><ul><ul><li>Autodiscover service enabled on each site </li></ul></ul><ul><ul><li>Each site includes user mailboxes. </li></ul></ul><ul><li>Users Autodiscover options </li></ul><ul><ul><li>IN-DEL Users - Should use either IN-DEL or IN-CHN sites </li></ul></ul><ul><ul><li>IN-BNG Users - Should use either IN-BNG or IN-CHN sites </li></ul></ul><ul><ul><li>IN-BNG Users – No preference required </li></ul></ul>Site Affinity @ Example IN-CHN IN-DEL IN-BNG
    29. 29. <ul><li>Scope Configuration – IN-DEL </li></ul><ul><li>Set-ClientAccessServer -Identity “DEL-CAS&quot; -AutodiscoverServiceInternalURI &quot;https://internal.eds.com/autodiscover/autodiscover.xml&quot; -AutodiscoverServiceSiteScope “IN-DEL”,”IN-CHN ” </li></ul><ul><li>Scope Configuration – IN-BNG </li></ul><ul><li>Set-ClientAccessServer -Identity “BNG-CAS&quot; -AutodiscoverServiceInternalURI &quot;https://internal.eds.com/autodiscover/autodiscover.xml&quot; -AutodiscoverServiceSiteScope “IN-BNG”,”IN-CHN” </li></ul><ul><li>Scope Configuration – IN-DEL </li></ul><ul><li>Set-ClientAccessServer -Identity “CHN-CAS&quot; -AutodiscoverServiceInternalURI &quot;https://internal.eds.com/autodiscover/autodiscover.xml&quot; </li></ul>Site Affinity @ Example IN-CHN IN-DEL IN-BNG
    30. 30. <ul><li>The connection settings that the Outlook client uses are translated into MAPI properties . </li></ul><ul><li>MAPI properties are stored in the user's profile located in the registry on their local computer. </li></ul><ul><li>The URLs for the available Exchange services are cached in the memory of the local computer. </li></ul><ul><li>There are two layers of Outlook 2007 that use the Autodiscover service: </li></ul><ul><ul><li>The Outlook layer - begins operating when Outlook 2007 is opened to retrieve the user profile settings </li></ul></ul><ul><ul><li>The MAPI layer - begins operating when there are errors connecting to the Exchange server by using the MAPI protocol </li></ul></ul>Autodiscover @ Outlook 2007
    31. 31. <ul><li>Outlook 2007 automatically connects to the Autodiscover service under the following conditions: </li></ul><ul><ul><li>Every time that the application starts </li></ul></ul><ul><ul><li>At intervals on a background thread </li></ul></ul><ul><ul><li>Any time that the client's connection to an Exchange server fail </li></ul></ul><ul><li>User profile settings (by outlook layer) are refreshed every time that the Time to Live period is specified. Setting for TTL is 60 minutes or if an error occurs when Outlook tries to contact to server. </li></ul><ul><li>If Outlook does not connect to Autodiscover service, Outlook layer reconnects every 5 minutes because the URLs for the available Exchange services are cached in memory on the local computer. </li></ul>Autodiscover @ Outlook 2007
    32. 32. <ul><li>MAPI layer connects to the Autodiscover when the user is using a low-bandwidth network connection or when the user tries to open their mailbox after a mailbox move. </li></ul><ul><li>The first failure detected by the MAPI layer results in an initial Autodiscover service request.. </li></ul><ul><li>This initial Autodiscover service request is known as the free Autodiscover service request . If no other failures occur after the first failure, the MAPI layer will perform an Autodiscover service request every 6 hours to update the user's profile settings. </li></ul><ul><li>MAPI layer also connects to the Autodiscover service if the user creates a new Outlook profile. </li></ul>Autodiscover @ Outlook 2007
    33. 33. How Autodiscover Works….
    34. 34. <ul><li>MAPI layer connects to the Autodiscover when the user is using a low-bandwidth network connection or when the user tries to open their mailbox after a mailbox move. </li></ul><ul><li>The first failure detected by the MAPI layer results in an initial Autodiscover service request.. </li></ul><ul><li>This initial Autodiscover service request is known as the free Autodiscover service request . If no other failures occur after the first failure, the MAPI layer will perform an Autodiscover service request every 6 hours to update the user's profile settings. </li></ul><ul><li>MAPI layer also connects to the Autodiscover service if the user creates a new Outlook profile. </li></ul>Autodiscover @ Outlook 2007
    35. 35. Thank You Nitin Gupta [email_address]
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