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Identity Manager 9.1.1 - Administration Guide for Connecting to Microsoft Exchange

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Managing Microsoft Exchange environments

Architecture overview One Identity Manager users for managing Microsoft Exchange Configuration parameters for managing Microsoft Exchange environments

Synchronizing a Microsoft Exchange environment

Setting up initial synchronization with Microsoft Exchange

Users and permissions for synchronizing with Microsoft Exchange Setting up the Microsoft Exchange synchronization server

System requirements for the Microsoft Exchange synchronization server Installing One Identity Manager Service with a Microsoft Exchange connector

Configuring participating servers for remote access through Windows PowerShell Testing Active Directory domain trusts Extensions for creating linked mailboxes in a Microsoft Exchange resource forest Recommendations for synchronizing Microsoft Exchange environments Creating a synchronization project for initial synchronization of a Microsoft Exchange environment

Information required to set up a synchronization project Creating an initial synchronization project for Microsoft Exchange

Configuring the synchronization log

Customizing the synchronization configuration

Configuring Microsoft Exchange synchronization Customizing synchronization projects for mailbox permissions Changing system connection settings of Microsoft Exchange

Editing connection parameters in the variable set Editing target system connection properties

Updating schemas Speeding up synchronization with revision filtering Configuring the provisioning of memberships Configuring single object synchronization Accelerating provisioning and single object synchronization

Running synchronization

Starting synchronization Deactivating synchronization Displaying synchronization results Synchronizing single objects

Tasks following synchronization

Post-processing outstanding objects Adding custom tables to the target system synchronization Managing Microsoft Exchange mailboxes, mail users, and mail contacts through account definitions

Troubleshooting Ignoring data error in synchronization Pausing handling of target system specific processes (Offline mode)

Basic data for managing a Microsoft Exchange environment

Account definitions for Microsoft Exchange mailboxes, mail users, and mail contacts

Creating account definitions Editing account definitions Main data for account definitions Editing manage levels Creating manage levels Assigning manage levels to account definitions Main data for manage levels Creating mapping rules for IT operating data Entering IT operating data Modify IT operating data Assigning account definitions to employees

Assigning account definitions to departments, cost centers, and locations Assigning account definitions to business roles Assigning account definitions to all employees Assigning account definitions directly to employees Assigning account definitions to system roles Adding account definitions in the IT Shop

Assigning account definitions to Active Directory domains Deleting account definitions

Target system managers for Microsoft Exchange Job server for Microsoft Exchange-specific process handling

General main data for Job servers Specifying server functions

Microsoft Exchange structure

Microsoft Exchange organizations Microsoft Exchange mailbox databases Microsoft Exchange address lists Microsoft Exchange public folders Microsoft Exchange mailbox server Microsoft Exchange data availability groups Share policies Retention policies Mobile device mailbox policy Folder administration policies Role assignment policies Outlook Web App mailbox policy Address book policies

Microsoft Exchange mailboxes

Creating Microsoft Exchange mailboxes Editing main data of Microsoft Exchange mailboxes General main data for Microsoft Exchange mailboxes Calendar settings for Microsoft Exchange mailboxes Limits for Microsoft Exchange mailboxes Microsoft Exchange mailbox archives Storage for Microsoft Exchange mailboxes Functions for Microsoft Exchange mailboxes Booking resources for Microsoft Exchange equipment mailboxes and Microsoft Exchange room mailboxes Adjusting receive restrictions for Microsoft Exchange mailboxes Microsoft Exchange mailbox permission: Send on behalf Microsoft Exchange mailbox permission: Send as Microsoft Exchange mailbox permission: Full access Assigning extended properties to Microsoft Exchange mailbox Microsoft Exchange deactivating mailboxes Deleting and restoring Microsoft Exchange mailboxes

Microsoft Exchange mail users and Microsoft Exchange mail contacts

Creating Microsoft Exchange mail users Editing main data of Microsoft Exchange mail users Main data for Microsoft Exchange mail users Receive restrictions for Microsoft Exchange mail users Assigning extended properties to Microsoft Exchange mail users Deleting and restoring Microsoft Exchange mail users Creating Microsoft Exchange mail contacts Editing main data of Microsoft Exchange mail contacts Main data for Microsoft Exchange mail contacts Receive restrictions for Microsoft Exchange mail contacts Assigning extended properties to Microsoft Exchange mail contacts Deleting and restoring Microsoft Exchange mail contacts

Microsoft Exchange mail-enabled distribution groups

Creating Microsoft Exchange mail-enabled distribution groups Editing main data of Microsoft Exchange mail-enabled distribution groups Main data for Microsoft Exchange mail-enabled distribution groups Receive restrictions for Microsoft Exchange mail-enabled distribution groups Customizing send permissions for Microsoft Exchange mail-enabled distribution groups Specifying Microsoft Exchange mail-enabled distribution groups Adding a Microsoft Exchange dynamic distribution group to Microsoft Exchange mail-enabled distribution groups Specifying extensions for Microsoft Exchange moderated distribution groups Assigning extended properties to Microsoft Exchange mail-enabled distribution groups Deleting Microsoft Exchange mail-enabled distribution groups

Microsoft Exchange dynamic distribution groups

Main data for Microsoft Exchange dynamic distribution groups Customizing receive restrictions for Microsoft Exchange dynamic distribution groups Customizing send permissions for Microsoft Exchange dynamic distribution groups Adding Microsoft Exchange mail-enabled distribution groups to Microsoft Exchange dynamic distribution groups

Microsoft Exchange mail-enabled public folders Extensions for supporting Exchange hybrid environments

Advice for synchronizing remote mailboxes Advice for migrating mailboxes Creating remote mailboxes Editing remote mailboxes General main data for remote mailboxes Information about remote configuration Information about cloud-based archive mailboxes Customizing receive restrictions for remote mailboxes Specifying extensions for moderated remote mailboxes Assigning extended properties to remote mailboxes

Error running the Windows PowerShell command Set-Mailbox Possible errors when synchronizing an Exchange hybrid environment

Configuration parameters for managing a Microsoft Exchange environment Default project template for Microsoft Exchange

Default project template for Microsoft Exchange 2013, Microsoft Exchange 2016, and Microsoft Exchange 2019

Processing methods of Microsoft Exchange system objects Microsoft Exchange connector settings

Assigning account definitions to all employees

Use this task to assign the account definition to all internal employees. Employees that are marked as external do not obtain this account definition. Once a new internal employee is created, they automatically obtain this account definition. The assignment is calculated by the DBQueue Processor.

IMPORTANT: Only run this task if you can ensure that all current internal employees in the database and all pending newly added internal employees obtain a user account in this target system.

To assign an account definition to all employees

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Change main data task.
Select the Disable automatic assignment to employees task.
Confirm the security prompt with Yes.
Save the changes.

NOTE: To automatically remove the account definition assignment from all employees, run the Disable automatic assignment to employees task. The account definition cannot be reassigned to employees from this point on. Existing assignments remain intact.

Related topics

Assigning account definitions directly to employees

To assign an account definition directly to employees

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Assign to employees task.
In the Add assignments pane, add employees.
TIP: In the Remove assignments pane, you can remove assigned employees.

To remove an assignment
- Select the employee and double-click .
Save the changes.

Related topics

Assigning account definitions to system roles

NOTE: This function is only available if the System Roles Module is installed.

Account definitions with the Only use in IT Shop option can only be assigned to system roles that also have this option set.

To add account definitions to a system role

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Assign system roles task.
In the Add assignments pane, assign system roles.
TIP: In the Remove assignments pane, you can remove the system role assignment.

To remove an assignment
- Select the system role and double-click .
Save the changes.

Adding account definitions in the IT Shop

An account definition can be requested by shop customers when it is assigned to an IT Shop shelf. To ensure it can be requested, further prerequisites need to be guaranteed.

The account definition must be labeled with the IT Shop option.
The account definition must be assigned to a service item.

TIP: In the Web Portal, all products that can be requested are grouped together by service category. To make the account definition easier to find in the Web Portal, assign a service category to the service item.
If the account definition is only assigned to employees using IT Shop assignments, you must also set the Only for use in IT Shop option. Direct assignment to hierarchical roles may not be possible.

NOTE: IT Shop administrators can assign account definitions to IT Shop shelves if login is role-based. Target system administrators are not authorized to add account definitions in the IT Shop.

To add an account definition to the IT Shop (role-based login)

In the Manager, select the Entitlements > Account definitions category.
Select an account definition in the result list.
Select the Add to IT Shop task.
In the Add assignments pane, assign the account definitions to the IT Shop shelves.
Save the changes.

To add an account definition to the IT Shop (non role-based login)

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Add to IT Shop task.
In the Add assignments pane, assign the account definitions to the IT Shop shelves.
Save the changes.

To remove an account definition from individual IT Shop shelves (role-based login)

In the Manager, select the Entitlements > Account definitions category.
Select an account definition in the result list.
Select the Add to IT Shop task.
In the Remove assignments pane, remove the account definitions from the IT Shop shelves.
Save the changes.

To remove an account definition from individual IT Shop shelves (non role-based login)

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Add to IT Shop task.
In the Remove assignments pane, remove the account definitions from the IT Shop shelves.
Save the changes.

To remove an account definition from all IT Shop shelves (role-based login)

In the Manager, select the Entitlements > Account definitions category.
Select an account definition in the result list.
Select the Remove from all shelves (IT Shop) task.
Confirm the security prompt with Yes.
Click OK.

The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

To remove an account definition from all IT Shop shelves (non role-based login)

In the Manager, select the Active Directory > Basic configuration data > Account definitions > Account definitions category.
Select an account definition in the result list.
Select the Remove from all shelves (IT Shop) task.
Confirm the security prompt with Yes.
Click OK.

The account definition is removed from all shelves by the One Identity Manager Service. At the same time, any requests and assignment requests with this account definition are canceled.

For more information about requesting company resources through the IT Shop, see the One Identity Manager IT Shop Administration Guide.

Related topics

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