CHAPTER 9

                                    MAPI-BASED CLIENTS

 

MAPI defines several types of information services, such as address book providers, messages

stores, and transport services, which are configured by means of messaging profiles.

 

 

Lesson 1:  Clients for Exchange 2000 Server

 

A MAPI-based Exchange client is a messaging application that communicates with an Exchange

2000 Server through MAPI and the Exchange transport, which in turn relies on remote procedure

calls (RPCs) to carry out the communication.

  

 

MS-DOS-Based Clients

 

It is not really shocking that an MS-DOS-based Outlook client does not exist.  If your

environment still relies on MS-DOS-based computers, you are forced to either use the legacy

Exchange Client or choose another solution, such as Microsoft Terminal Services.  Exchange

Client is not the best possible choice because it provides only the basic messaging features.

 

Just deploy Outlook 2000 on the terminal server and have users connect with the Terminal

Server client.  You can find more information about the installation of Outlook 2000 in terminal-

based environments in the Microsoft Office 2000 Resource Kit.

 

Windows 3.X-Based Clients

 

Both Exchange Client and Outlook are available for Microsoft Windows 3.x and Microsoft

Windows for Workgroups, and both can communicate with Exchange 2000 Server via RPC

over IPX/SPX and NetBEUI, and if the Windows Sockets (WINSock) interface is installed,

via TCP/IP as well.

 

IMPORTANT  Outlook 2000 is not available for Windows 3.x or Windows for Workgroups,

so you will have to deploy a previous version of Outlook if you cannot use Terminal Services to

provide your users with access to the latest clients over the network.

 

 =======================================================================

 

winexc9.html                                                   PAGE 2                                                         2002/06/11

 

 

 

Windows-Based (32-Bit) Clients

 

Although 32-bit Exchange Clients for Microsoft Windows 95 and Microsoft Windows NT

exist, you should not consider deploying them on Windows 95/98, Windows NT, or Microsoft

Windows 2000.

 

 

Migration from Exchange Client 4.0/5.0

 

Microsoft Outlook 97 was designed to completely replace the Exchange Client family.  Outlook

2000, representing the third Outlook generation, replaces Exchange Client even better. 

Upgrading is easy, so if you are still running Exchange Client 4.0 or 5.0, consider a migration

to Outlook 2000.  After migration, you can continue to use all existing message folders,

custom views, electronic forms, and some of the legacy client extensions.

 

Outlook can use the same MAPI profile that might already have been created for Exchange

Client, which simplifies the migration process significantly.

 

 

Migration from Schedule

 

When migrating from Schedule+7.x to Outlook 2000, you need to import the existing

Schedule+ information onto Outlook explicitly if you want to keep it available.  Differences

exist in the way Outlook stores the items:  Whereas Schedule+ uses a hidden folder on the

server-based mailbox and a synchronized local calendar file (.scd), Outlook maintains the

information using the Calendar, Contacts, Tasks, Journal, and Notes folders in the user’s

mailbox.

 

 

Macintosh-Based Clients

 

Windows 2000 Server systems are accessible for Apple Macintosh computers provided the

Services for Macintosh have been installed.  Because Exchange 2000 Server integrates tightly

with Windows 200 Server functionality, it benefits from this connectivity and offers Macintosh

clients access to server-based resources.  Therefore, Exchange Client, Schedule+, and

Outlook for Apple Macintosh computers are available.  Both Exchange Client and Outlook

can communicate with the Exchange Server using the AppleTalk protocol or TCP/IP, so

configure Outlook with whichever protocol is supported on your network.

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 3                                                         2002/06/11

 

 

 

 

Outlook for Macintosh

 

The Outlook bar can be customized, and the folder banner allows you to group message

items as you want.

 

 

Client Limitations

 

Not all Windows-based client features are supported on the Macintosh platform.  For example,

electronic forms can’t be launched because MAPI doesn’t exist.  You can’t use any of the MAPI

information services, and integrated remote mail functionality is not available.  Hence, you’ll need

to ensure that local area network (LAN) connections exist between the Macintosh clients and

Exchange 2000 Server.  The personal folder stores (.pst files), which are used to keep the

messages on the client computer, cannot be interchanged with Windows-based .pst files,

and Advanced Security features are limited to the local organization.

 

 

Lesson 2:  Messaging Application Programming Interface

 

MAPI is only a specification and not a messaging system in and of itself.  It provides only a

common way to access messaging backbones.

 

 

MAPI Subsystem

 

MAPI defines standardized interfaces at two layers, which allows the creation of client

applications and the development of information services.  The client-side specification is

called the client interface, and the system-side specification is known as the service

provider interface.

 

 

MAPI Advantages

 

The MAPI subsystem provides may advantages over system-specific interfaces because

it frees the developer from learning how to program different messaging systems separately.

 

The following are the advantages of MAPI:

 

 

 

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 4                                                         2002/06/11

 

 

 

MAPI Subsets

 

To simplify messaging programming, the MAPI client interface has been broken down into

several subsets.  Available subsets are:

 

 

CDO was formerly known as Active Messaging.  The entire client interface is sometimes

called Extended MAPI.  All programming interfaces are documented in the Microsoft

Platform System Development Kit.

 

 

Information Store

 

Information Services reside on the lower level of the MAPI subsystem at the level of the

service provider interface.  They are separated into transport services, address books,

and message stores. 

 

 

Address Books

 

An Address book provider maintains and provides information about recipient objects

to the client.  The address book provider is an essential component of the MAPI

subsystem because without available recipient objects, it would be impossible to

send newly composed messages.

 

 

Server-Based Address Books

 

The server-based address book contains the recipient objects that exist within the Exchange

organization, specifically Active Directory directory service.  EMSABP32.DLL maintains

this service, which is part of the Exchange transport driver.

 

 

Offline Address Book

 

The offline address book—also maintained by the Exchange transport service

(EMSABP32.DLL)—contains a local copy of the server-based global address list.

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 5                                                         2002/06/11

 

 

 

Personal Address Book

 

The personal address book is maintained within a local .pab file by MSPST32.DLL,

which represents the personal address book and the personal folder store service.

 

Outlook Address Book

 

The Outlook address book implemented in CONTAB32.DLL provides similar functionality

to the personal address book, but maintains the address information in Contacts folders

rather than a local .pab file.

 

NOTE:  It is advisable to use the Contacts folder and the Outlook address book instead

of local .pab files to maintain your personal e-mail address information.

 

 

Message Repositories

 

MAPI-based clients generally store e-mail messages, word processing documents,

spreadsheets, voice mail files, electronic forms, and other items in folder structures,

which can reside on a server or the local computer.  Based on their purpose, these

folders are named public, private, offline, or personal folders.

 

Private folders refer to those folders that reside on a user’s server-based mailbox and

are typically available to only one user.

 

 

Message Store Providers

 

EMSMDB32.DLL is involved if you are working with items stored on an Exchange 2000

server. EMSMDB32.DLL is part of the Exchange transport service and provides the

services required for accessing public folders and the private folders of your mailbox. 

EMSMDB32.DLL is also involved if you are working with an offline folder store.

 

 

Transport Providers

 

A message transport provider is responsible for physical message delivery.  This service

takes outgoing messages from the MAPI subsystem and transfers them to the underlying

messaging backbone to which it corresponds.

 

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 6                                                         2002/06/11

 

 

 

 

Lesson 3:  Creating Messaging Profiles

 

The installation of a MAPI-based client is usually performed in two stages:  In the first

stage the Setup program copies the client files to the local hard disk.  The second stage,

the creation of a messaging profile must also be completed.

 

 

Messaging Profiles

 

One of the primary goals of the MAPI subsystem is to provide access to various messaging

systems, either simultaneously or in separate sessions.  To meet this goal, messaging profiles

are used.  A messaging profile, sometimes also called a MAPI profile, is the set of those

information service that should be activated during a particular session.  All required

configuration settings are stored in the profile.

 

Setup Wizard

 

The Microsoft Outlook Setup Wizard guides you through the process of configuring a messaging

profile and can be launched in a variety of ways.  The Setup Wizard also appears if no profile

exists when you start Outlook.  The client is unable to operate without a valid profile, so the

wizard prompts for all the required information to create a valid messaging profile before the

actual client is launched.

 

 

Multiple Profiles

 

The MAPI subsystem is able to use only one profile at a time; however, more than one profile

can be created on the same computer.  One profile might connect you to your mailbox on

Exchange 2000 Server, and another might connect you to an Internet service provider, but

only one profile will be activated at any particular time.

 

 

Multiple Users

 

Windows 95, Windows NT, and Windows 2000 provide support for multiple users who share

a single computer because these operating systems can maintain messaging profiles on a per-user

basis.

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 7                                                         2002/06/11

 

 

 

 

Automatic Profile Generator

 

The Automatic Profile Generator (NEWPROF.EXE) is an installation tool that uses a profile

descriptor file (.prf) to create MAPI profiles for users.  There are the following options:

 

P.  References the complete path to the .prf descriptor file.

S.  Provides a user interface to select the .prf file and to display status and error messages.

Displays MAPI status codes in case any errors are encountered.  Can only be used in

conjunction with the –S switch.

Executes NEWPROX.EXE –S automatically without user interaction.  Requires the

–P<Path to the .prf file> switch.

 

 

Profile Descriptor File

 

A good starting point could be the OUTLOOK.PRF that comes with the Microsoft Office

2000 Resource Kit.  Edit OULOOK.PRF to modify the line ProfileName=Microsoft

Outlook in the [General] section.

 

 

Exercise Summary:

 

default profile, after which the client can start successfully.  Messaging profiles are

stored in the Registry under the HKEY_CURRENT_USER hive.

 

 

Personal Folder Configuration

 

The personal folder store allows you to work with personal folders in the same way you work

with private or public folders on Exchange 2000 Server.

In this way, older messages can be copied to a .pst file, archived individually and deleted from

he Exchange 2000 server.

 

NOTE:  A .pst file can contain up to 64,000 entries and can grow to a maximum size of 2GB.

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 8                                                         2002/06/11

 

 

 

Personal Folder Security

 

It is possible to specify an encryption algorithm for personal folders stores.  Depending on the

security level you need, you can select the options No Encryption, Compressible Encryption, and

Best Encryption when creating a .pst file.

 

You might forget your password as time passes, and you are not prompted for it.  You will still

be able to use the .pst file because the password is saved in the messaging profile.  You will,

however, have a problem if you need to create a new profile that must include the old .pst file.

 

 

Assigning a Location for Incoming Mail

 

When you configure a personal folder store and connect to Exchange 2000 Server via the

Exchange transport service at the same time, two mail repositories exist within your messaging

profile, the personal folder store and your server-based mailbox. 

 

 

Exercise Summary:

 

folders.

 

 

Offline Folder Configuration

 

Offline folders are the basis of a process known as local replication.  The folders are

local copies of server-based message folders.

 

NOTE:  The offline folders store and the offline address book, as implemented in the

Exchange transport service—allows you to work while disconnected from the server.

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 9                                                         2002/06/11

 

 

 

 

Local Replication Example

 

Let’s say you have configured an offline folder store to synchronize your server-based

folders Calendar, Contacts, Deleted Items, Inbox, Journal, Notes, Outbox, Sent Items,

and Tasks.

 

 

Configuring Offline Folders

 

You can configure the offline folder store through the Exchange transport service’s property

sheets within a messaging profile.  You can display these property sheets through the Services

command on the client’s Tools menu.

 

 

IMPORTANT  An .ost file (by default, \Winnt\OUTLOOK.OST) might already

exist if you answered Yes to the question Do You Travel With This Computer?  During

the profile creation within the Profile Wizard.  An .ost file is associated with a profile. 

If you create a new profile, you will need to create and synchronize a new .ost file before

it can be used with the new profile.

 

 

Configuring Message Folders to be Available Offline

 

Using Outlook 2000, you can configure the local replication of server-based messages folders

via the Mail Service property sheet of the Options dialog box.  If you have created an .ost

file beforehand, you can click on the Offline Folder Settings button to specify the folders for

offline user.

 

 

TIP  If you want to configure a public folder for local replication, you must first drag the

folder to the Favorites container.  You can then configure it the same way you configure

private folders.

 

 

Synchronization Capabilities

 

You should force the synchronization between the server-based folders and the local replica

of folders once they have been included in the local replication.

 

Outlook 2000 can also synchronize folders automatically.  This will happen whenever Outlook

2000 is started on online mode, and according to the settings that you can specify in the Mail

Services tab of the Options dialog box.

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 10                                                       2002/06/11

 

 

 

Filtering Offline Folders

 

Examining the synchronization capabilities of Outlook 2000 in more detail, there is a wide

selection of options to selectively download messages that meet certain criteria.  Especially

when working on slow dial-up connections, you might want to configure Download Options

and Folder Filters in the Offline Folder Settings dialog box to selectively synchronize existing

items.

 

Offline Address Book Configuration

 

When you examine the Offline Folder Settings dialog box, you will see the Download Offline

Address Book check box, which allows you to include the download of address book

information into the folder synchronization process.

 

 

Manual Address Book Download

 

When enabled, the Download Offline Address book check box allows automatic downloading

of the address book as part of the Outlook synchronization cycle.  You can also download the

address book from the server manually at any time.  By default, your Global Address List

(GAL) is available for download, but you may configure additional offline address books in

the Exchange System Manager.

 

Address Book Details

 

To reduce the size of the address book downloaded to your machine and therefore reduce

transmission time, you can choose to download the address book without details that are

not required for message creation and addressing.

 

 

Offline Address Book Files

 

The offline address book (.oab) files are usually stored in the current Windows directory. 

At a minimum, four .oab files are always downloaded, but the fifth file is available for

downloading you also have specified the retrieval of address details.

 

The ANRDEX.OAB file provides indexes for Ambiguous Name Resolution.  The

RDNDEX.OAB file helps to manage e-mail addresses.  Address book templates are

copies to TMPLTS.OAB.  Address details are kept in the DETAILS.OAB and

BROWSE.OAB files.  DETAILS.OAB is usually the largest file because it keeps

all the detailed information about the users of your organization.

 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 11                                                       2002/06/11

 

 

 

 

IMPORTANT  The Download Changes Since Last Synchronization option must be

deselected if you want to ensure that the DETAILS.OAB file will be deleted. 

Selecting only the No Details option from the Offline Address Book dialog box is

not sufficient.

 

Lesson 4:  Advanced User Configuration

 

In a typical Exchange 2000 environment, many different kinds of Outlook users

cooperate and share information.  Typical users work with only one (personal)

workstation that is directly connected to the organization’s computer network.

 

Remote users, on the other hand, many work primarily offline using a modem or

Integrated Service Digital Network (ISDN) card to establish connections for

sending and downloading messages.

 

 

Roving User Support

 

To simplify the task of creating messaging profiles for roving users, you can implement

server-based profiles that will be copied to every workstation a roving user logs on to,

automatically providing the same messaging environment to the user.

 

Roaming Profiles

 

Windows 95/98, Windows NT, and Windows 2000 provide built-in support for roving

users because MAPI-based clients store their messaging profiles within the user’s

context in the workstation’s Registry. 

 

 

Personal Folder Store Considerations

 

Roving users typically want access to all their messages from within any messaging

client they are using.  If they have stored some of their messages in one or more

personal folder stores, precautions must be taken to make sure the associated .pst

files are all available over the network.  Therefore, .pst files should be placed on a

file server that can be accessed by every client machine.

 

 

Outlook Web Access or Terminal Services

 

The HTTP-based access to server-based mailboxes is an alternative to all other roving

user options.   By using a regular Web browser that support JavaScript and frames

(such as Microsoft Internet Explorer 5.0), users can gain access to their mailbox

through Outlook Web Access (OWA).

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 12                                                       2002/06/11

 

 

 

Terminal Services allows you to run Outlook 2000 on a server over the network or

a dial-up connection from any workstation that is running the Terminal Services client

software.  From Outlook’s point of view, users running Terminal Services client

software are not considered roaming users because they are using the same

environment on the terminal server every time they connect.  It is more like they

would work with a single virtual workstation but multiple keyboards and monitors.

 

 

Remote User Support

 

Users who work via modem or ISDN lines usually don’t work online continuously. 

They compose new messages and read downloaded messages while disconnected

from the server.

 

Remote Mail Versus Offline Folders

 

You cannot use the remote mail features of Outlook 2000 if an offline message store

has been configured.   In this situation, you must disable the offline message store before

using remote mail.  However, because Outlook 2000 offers far-reaching configuration

and filter capabilities for synchronizing server-based folders and because the offline

folder approach is usually less complex to handle than the remote mail features, you

should consider using offline folders instead of remote mail.

 

Remote Mail Configurations

 

Outlook 2000 allows you to configure remote mail connections through the property

sheets of the Exchange transport service, which in turn relies completely on the dial-up

networking capabilities of the operating system.

 

 

Remote Mail Connections

 

A connection to your Exchange 2000 server is established when you click Connect under

the Remote Mail option on the Tools menu.  While this connection is up and running, the

headers of messages in your server-based mailbox are downloaded, and the messages

composed offline are uploaded.

 

Based on the retrieved header information, you can select which messages to mark for

retrieval.  This will move the messages to your local store the next time you connect. 

 

 

 =======================================================================

 

winexc9.html                                                   PAGE 13                                                       2002/06/11

 

 

 

 

Scheduled Connections

 

If you want to automate the processes of establishing a connection and processing marked

items, you can configure scheduled connections through the Remote Mail property sheet of

the Exchange transport service.  During automatically established connections, the client

behaves the same way as during manually started remote mail connections.

 

 

Exercise Summary:

 

menu, which displays a submenu and allows you to launch the Remote Connection Wizard

through the Connect command.

 

 

 Chapter Summary:

 

information services, such as address book providers, message stores, and transport

services, that should be used in a particular client session.

profiles, which is the basis of roaming user support.

transport service. 

disconnected from the computer network.

functionality of Outlook 2000 to download messages, or create an .ost file and

synchronize this offline repository with your server-based messaging folder.