Microsoft Exchange 5.5 LDAP Configuration Guide

© 2002 Metatude 24-4-2003

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Microsoft Exchange 5.5 LDAP Configuration Guide

Table of Contents Chapter 1 Introduction

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1 About Metatude

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2 About this manual

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3 The Metatude suite

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Chapter 2 Exchange configuration

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1 LDAP Configuration

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2 User Attributes

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Chapter 3 MPM configuration

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1 Add directory server

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2 Attributes

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© 2002 Metatude

Introduction

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Introduction

1.1

About Metatude

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The Metatude software suite allows you to collect feedback on the performance and activities of your company from stakeholders such as customers, business partners, co-managers and employees. This information is vital to your company because it allows you to fine-tune your business activities and company policies to the perception of your performance. And it is this information that will allow you to gauge and influence what others say and think about your company, something that can make or break you. Essential information that constitutes the basis for your business decisions. Metatude's web-based software allows you to collect feedback on issues such as: · customer satisfaction and loyalty; · employee commitment; · corporate reputation; · business ethics; · service level management. Metatude is designed for large organizations whose IT infrastructure may be complex and have many stakeholders. Once the software is installed you can easily define target groups, create questionnaires, conduct research and manage output for analysis and reporting tools. For more information on Metatude software, technology and business examples, please consult our website: http://www.metatude.com

© 2002 Metatude

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1.2

Microsoft Exchange 5.5 LDAP Configuration Guide

About this manual Microsoft Exchange server 5.5 is capable of exchanging information through the LDAP protocol. When Exchange is installed, the LDAP functionality is installed and turned on by default. In this manual you can read how to configure various settings for the LDAP functionality of Exchange 5.5. For more information on Exchange 5.5 and LDAP go to: http://www.microsoft.com/exchange/en/55/help/default.asp Navigate to Server Operations > LDAP to find more information on Exchange 5.5 and LDAP. With the Metatude Project Manager you can add stakeholder directories that can be used in your stakeholder feedback projects. This manual describes how to add your Exchange 5.5 server as a stakeholder directory. The Metatude software then communicates with the Exchange server through the LDAP protocol. You can find more information about stakeholder directories in the manual for the Metatude Project Manager. This manual is dated June 17 2002; Metatude will update this documentation if needed. Please check http://www.metatude.com/support/ for recent versions.

© 2002 Metatude

Introduction

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The Metatude suite The Metatude software suite consists of four interacting software components: 1. 2. 3. 4.

Metatude Dialogue Server; Metatude Channel Integration Components; Metatude Dialogue Designer; Metatude Project Manager.

The basis of the Metatude architecture is a central server (Metatude Dialogue Server) that needs to be installed in your organization. This server maintains the connections with databases, stores and serves the dialogues to stakeholders and collects and stores the collected data in a database. Once the Dialogue Server is installed, you can manage any stakeholder feedback with two desktop applications that are relevant for the regular user: the Metatude Dialogue Designer and the Metatude Project Manager. Consultants, managers and researchers can use these two applications to prepare questionnaires and manage projects involving stakeholder feedback. 1) Metatude Dialogue Server The Metatude Dialogue Server (MDS) is the central component within the Metatude architecture. This server connects to databases and directories with stored stakeholder information, communicates with electronic channels, stores and serves dialogues and writes results to a database. All the project information and intelligence to manage projects automatically resides on this server. 2) Metatude Channel Integration Components The Metatude Channel Integration Components (MCIC) needs to be installed on an electronic channel. This allows the channel to communicate with the central server. 3) Metatude Dialogue Designer The Metatude Dialogue Designer (MDD) is a Windows application that is used to create questionnaires. With a simple and intuitive interface any user can learn how to create questionnaires in a matter of minutes. Many question types are supported, e.g. open questions, multiple choice, multiple response, scale and matrix questions. 4) Metatude Project Manager With the Metatude Project Manager (MPM) you can manage stakeholder feedback projects. The MPM can connect via a network to the Metatude Dialogue Server. Once logged on you can connect databases and directories, create target groups, assign dialogues to (multiple) target groups and retrieve results in the desired format.

© 2002 Metatude

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Microsoft Exchange 5.5 LDAP Configuration Guide

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Exchange configuration

2.1

LDAP Configuration When Microsoft Exchange 5.5 is installed, the LDAP functionality is installed and turned on by default.To configure LDAP settings, start 'Microsoft Exchange Administrator' from the start menu. Open your domain, choose configuration and then protocols. Double-click on the LDAP (Directory) Site Defaults to start the configuration (see figure 1).

Figure 1. General LDAP configuration In the 'General' tab you can give your LDAP service a name. When the latest service pack for Exchange is installed, you can also change the port number that the LDAP service uses. The default port number is 389. If you cannot change it, this is the port number you will use. Make sure the 'Enable protocol' checkbox is checked. If you uncheck it, the LDAP service will be disabled.

© 2002 Metatude

Exchange configuration

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Figure 2. LDAP authentication configuration Click on the 'Authentication' tab to configure how the LDAP service can be accessed. See figure 2. Make sure 'Basic (Clear Text)' is checked. The Metatude Project Manager (MPM) will use this authentication method. With the 'Anonymous' tab, you can choose if a username and password need to be supplied in order to access Exchanges LDAP service.

© 2002 Metatude

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Microsoft Exchange 5.5 LDAP Configuration Guide

Figure 3. LDAP search configuration Click on the 'Search' tab to configure how the LDAP directory can be searched. Click the 'Allow all substing searches' radio button to enable all kinds of searches from the MPM (see figure 3). You can also adjust how many search results will be returned after a search. Adjust this number according to your needs. For a more detailed explanation on how to configure the LDAP service, see: http://www.microsoft.com/exchange/en/55/help/default.asp and navigate to Server Operations > LDAP.

© 2002 Metatude

Exchange configuration

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User Attributes To view the LDAP attributes for any user, click on the 'Recipients' node in the Microsoft Exchange Administrator. Double-click on any user in the right pane. You will then see the properties window of that user. See figure 4.

Figure 4. Email addresses for a recipient Click the E-mail Addresses tab, and then click on the 'X400' option. Click the 'Edit...' button to view the X400 attributes for the user. You will see a properties window similar to figure 5.

© 2002 Metatude

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Microsoft Exchange 5.5 LDAP Configuration Guide

Figure 5. X400 Properties for a recipient View the country setting for the user. Usually this is set to US (United States). The country is the one of the bases from which you can search through your users using the Metatude Project Manager. This base is denoted as: c=us You can also see the name of the PRMD of your organisation. This usually is the name of your Windows NT Domain. This base is denoted as p=Windows NT Domain Another base from which you can easily search is your organisation name. You can view this name in the Organization (o) attribute for the user. This base is denoted as o=Name of your organization

© 2002 Metatude

MPM configuration

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MPM configuration

3.1

Add directory server

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Open your Metatude Project Manager and log in with a user that has Administrative rights. Click on the 'Dir servers' tab. Next, click on the 'Add server' button. Then, you can fill out the properties of your Exchange server, as shown in figure 6.

Figure 6. Add directory server Fill out the following properties: Name: Enter any name you want Protocol: Choose LDAP Host: Enter the Hostname or IP address of the Exchange server you want to connect to. Port: Choose the LDAP port. This is 389 if you didn't change this previously in the LDAP properties for your Exchange server. Base: Fill out the name of the base you have found. Usually this is: p=Windows NT Domain If your Windows NT Domain is called Metatude-Asia, you can fill out p=Metatude-Asia here. If this doesn't give proper results, you can also try other bases like c=us or o=Name of your organization as the base, depending on what you found for your users in the previous chapter. User: Fill out any user that has read rights to the LDAP service of Exchange. Please note that you have to fill out the dn of the user. This format is: cn=username, cn=Windows NT domain If you want to connect using the default administrator and your NT Domain is called Metatude-Asia, then you would fill out cn=Administrator, cn=Metatude-Asia here. Password: Fill out the valid Windows NT password for the user specified above. Then, click on the 'Next' button to view the attributes for the users in your Windows NT Domain.

© 2002 Metatude

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Microsoft Exchange 5.5 LDAP Configuration Guide

Attributes After a while you will see the properties of the recipients on the Exchange server. Check the properties Admin-Display-Name and mail. Give them the Types 'Name' and 'Email' respectively. You can check any additional properties you like. This is shown in figure 10. Click close to add the Windows AD as a Directory server.

Figure 7. Directory server Attributes

© 2002 Metatude

Index

Index

MPM

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-Nname

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-Aattributes 8, 11 authentication 5

-Oorganization

-Bbase

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-P-

10

project 10 protocol 5

-Cconfiguration

5

-Sstakeholders

-Ddatabases 4 directories 4 directory server domain 8

-Uuser

10, 11

8

-X-E-

X400

email 8 e-mail 5 exchange 5.5

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-Hhost

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-Iintroduction

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-LLDAP

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-Mmetatude 2 Metatude Channel Integration Component Metatude Dialogue Designer 4 Metatude Dialogue Server 4 Metatude Project Manager 4 © 2002 Metatude

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8

4

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