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Contents
Overview 1
Introduction to Instant Messaging 2
Basics of Instant Messaging 3
Instant Messaging Terminology 5
Instant Messaging Components 7
Installing and Configuring Instant
Messaging 12
Instant Messaging Operations and
Considerations 21
Best Practices 27
Lab A: Configuring and Using
Exchange 2000 Instant Messaging 28
Review 34
Module 12: Configuring
Instant Messaging
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General Manager: Robert Stewart
Module 12: Configuring Instant Messaging iii
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Instructor Notes
This module provides students with the information necessary to install and
configure Instant Messaging.
After completing this module, students will be able to:
!
Describe how Instant Messaging works and how it is configured.
!
Identify and describe the components of Instant Messaging.
!
Install and configure Instant Messaging server components and Instant
Messaging clients.
!
Describe the Instant Messaging process and identify security considerations.
!
Identify best practices for working with Instant Messaging.
Materials and Preparation
This section provides the materials and preparation tasks that you need to teach
this module.
Required Materials
To teach this module, you need the following materials:
!
Microsoft PowerPoint
®
file 1572A_12.ppt.
Preparation Tasks
To prepare for this module, you should:
!
Read all the materials for this module.
!
Complete the labs.
Presentation:
60 Minutes
Lab:
45 Minutes
iv Module 12: Configuring Instant Messaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Module Strategy
Use the following strategy to present this module:
!
Introduction to Instant Messaging
This section describes how Instant Messaging works, outlines the settings
available, and defines the terminology associated with Instant Messaging.
!
Instant Messaging Components
This section describes the overall architecture of Instant Messaging and
provides details about the server and client and their relationship to
Windows 2000. Emphasize the improvements in the architecture over the
design of Microsoft Exchange Server 5.5.
!
Installing and Configuring Instant Messaging
This section describes how to install Instant Messaging and discuss how to
configure the features associated with Instant Messaging.
!
Instant Messaging Operations and Considerations
This section describes the security considerations associated with using
Instant Messaging. Explain the various operations that take place on the
server or client running Instant Messaging to send and receive messages.
!
Best Practices
This topic provides some guidelines to use when planning and deploying
Instant Messaging.
Module 12: Configuring Instant Messaging v
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Customization Information
This section identifies the lab setup requirements for a module and the
configuration changes that occur on student computers during the labs. This
information is provided to assist you in replicating or customizing Microsoft
Official Curriculum (MOC) courseware.
The lab in this module is also dependent on the classroom
configuration that is specified in the Customization Information section at the
end of the Classroom Setup Guide for course 1572A, Implementing and
Managing Microsoft Exchange 2000.
Lab Setup
The following list describes the setup requirements for the lab in this module.
Setup Requirement 1
The lab in this module requires Exchange 2000 and a custom MMC. To prepare
student computers to meet this requirement, perform one of the following
actions on each server in the organization:
!
Complete the labs for Module 2, “Installing Microsoft Exchange 2000,” in
course 1572A, Implementing and Managing Microsoft Exchange 2000.
!
Install Exchange 2000 at D:\Program Files\Exchsrvr on each server into an
organization named Northwind Traders. Components installed are Microsoft
Exchange Messaging and Collaboration Services, Microsoft Exchange
System Management Tools, and Microsoft Exchange Instant Messaging
Service. Have the students create a custom MMC in the C:\Documents and
Settings\All Users\Desktop that is saved as your_firstname Console. The
MMC contains the Active Directory Users and Computers snap-in and the
Exchange System snap-in.
Setup Requirement 2
The lab in this module requires a custom OU, a user account for each student, a
mailbox for each student, an Outlook profile, and for the Domain Admins group
to be delegated full control of the organization. To prepare student computers to
meet this requirement, perform one of the following actions on each server in
the organization:
!
Complete the labs for Module 3, “Administering Microsoft Exchange
2000,” in course 1572A, Implementing and Managing Microsoft Exchange
2000.
!
Create an organizational unit in Active Directory that is named
your_servernameOU for each server in the classroom. Create a user account
in each server’s OU for each student. The account is a member of the
Domain Admins group and has a mailbox on the student’s Exchange server.
Create an Outlook profile for each student on their own server that opens
their mailbox. Delegate the full administrator role on the Northwind Traders
organization.
Importan
t
vi Module 12: Configuring Instant Messaging
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Lab Results
Performing the lab in this module introduces the following configuration
changes:
!
A new instant messaging virtual server is created on each student machine
that is allowed to host user accounts.
!
Each student’s your_username account is enabled for instant messaging.
!
The MSN Messenger client that ships with Exchange 2000 is installed and
configured by each student.
Module 12: Configuring Instant Messaging 1
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Overview
!
Introduction to Instant Messaging
!
Instant Messaging Components
!
Installing and Configuring Instant Messaging
!
Instant Messaging Operations and Considerations
!
Best Practices
Traditional e-mail systems cannot transfer dynamic data and information on
demand. For these functions, users still rely on the telephone. Users can also
use Instant Messaging in such situations. Instant Messaging provides real-time
collaboration services in Microsoft
®
Exchange 2000. It provides the immediacy
of the telephone with the functionality of e-mail. Instant Messaging is a
collaboration service that is designed for individual users who want to have
real-time, one-to-one conversations.
After completing this module, you will be able to:
!
Describe the function and configuration of Instant Messaging, including
identifying and describing the components of Instant Messaging.
!
Install and configure Instant Messaging server components and Instant
Messaging clients.
!
Describe the Instant Messaging process and identify security considerations.
!
Identify best practices for working with Instant Messaging.
Topic Objective
To provide an overview of
the module topics and
objectives.
Lead-in
In this module, you will learn
how you can use the Instant
Messaging component of
Exchange 2000 to enable
real-time conversations.
2 Module 12: Configuring Instant Messaging
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#
##
# Introduction to Instant Messaging
!
Basics of Instant Messaging
!
Instant Messaging Terminology
Instant Messaging offers a fast and simple way for users to communicate in
real-time. It provides an alternative to e-mail and telephone. However, before
you install and configure Instant Messaging, you should be familiar with the
basic concepts and terms associated with Instant Messaging.
Topic Objective
To introduce this topic.
Lead-in
You can use Instant
Messaging to hold real-time
conversations.
Module 12: Configuring Instant Messaging 3
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Basics of Instant Messaging
Online
Online
Online
Online
Busy
Busy
User1 says:
Hi
User2 says:
Hi
User1 says:
How are you?
User1 says:
Hi
User2 says:
Hi
User1 says:
How are you?
Instant Messaging enables you to send messages and receive an immediate
response from the recipient. The major difference between e-mail and instant
messages is that instant messages are not kept in the Exchange 2000 store. After
a message disappears from the screen, it is gone forever.
Sending and Receiving Messages
To send and receive instant messages, users must install an Instant Messaging
client, such as MSN Messenger. Users can start the client automatically as soon
as they log on and keep it open in the corner of the screen all day. For example,
members of a virtual team may need to deliver information instantaneously, or
friends may want to communicate without composing and sending e-mail.
Presence Information
With Instant Messaging, you can identify when other people are online, out of
the office, or not receiving calls. This is called presence information. When you
are online, a status notification is sent to the Instant Messaging server, which
passes the information to other members of the team or interested parties. This
means that a user logging on to the network can quickly find out who else is
online.
You can track the presence of co-workers, contacts, and friends as an Instant
Messaging contact. You just need to list the people whose presence you want to
track in the Instant Messaging client. You will be notified when any of these
contacts you listed log on.
Topic Objective
To describe Instant
Messaging and to outline
the presence settings
available in Instant
Messaging.
Lead-in
You can use Instant
Messaging to communicate
with another person
instantly.
4 Module 12: Configuring Instant Messaging
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Selecting Presence Settings
There are seven presence settings that you can choose from on your Instant
Messaging client:
!
Invisible. This setting prevents your presence information from being
displayed even though you are logged on.
!
Busy
!
Be Right Back
!
Away From Computer
!
On the Phone
!
Out to Lunch
!
Online. Instant Messaging automatically selects this setting when you first
log on to the domain. If you choose one of the above presence settings, you
must choose online when you want to receive messages.
Automatic Presence Settings
If you do not specify one of the presence settings listed above, the Instant
Messaging client uses one of the following two automatic presence settings:
!
Idle. When there has been no activity at your keyboard for a given time, the
screen saver trigger is activated and your status is set to idle. It switches
back to online when you touch a key.
!
Offline. Your status is set to offline when you are not logged on to the
Instant Messaging server.
[...].. .Module 12: Configuring Instant Messaging 5 Instant Messaging Terminology Topic Objective To define terms used in Instant Messaging Instant Messaging Home Server Lead-in There are several terms that you need to be familiar with before you install and configure Instant Messaging Instant Messaging Router Instant Messaging Domain Instant Messaging Transport and Message Format Rendezvous Protocol Each Instant. .. PURPOSES ONLY Module 12: Configuring Instant Messaging 17 Configuring Instant Messaging Clients Topic Objective To configure an Instant Messaging client ! Lead-in Configuring Instant Messaging Client $ Client Options $ There are several options that you need to configure in an Instant Messaging client Registry Entries Edit Add Configure Messaging Messaging Service Service Configuring an Instant Messaging. .. ONLY 12 Module 12: Configuring Instant Messaging # Installing and Configuring Instant Messaging Topic Objective To introduce this topic Lead-in Instant Messaging Service is installed as part of the Exchange 2000 Setup program ! Configuring Server Components ! Enabling Users ! Installing Instant Messaging Clients ! Configuring Instant Messaging Clients ! Configuring DNS You can install Instant Messaging. .. PREPARATION PURPOSES ONLY Module 12: Configuring Instant Messaging 15 Enabling Users Topic Objective To enable users for Instant Messaging Lead-in You enable individual users for Instant Messaging by using Active Directory Users and Computers Instant Messaging Instant Messaging Domain URL Domain URL User@im.nwtraders.msft User@im.nwtraders.msft Instant Messaging Router Instant Messaging Router DNS Host... the Instant Messaging domain URL Instant Messaging clients outside the firewall can only connect to the Instant Messaging router The Instant Messaging router proxies the client operations to the Instant Messaging home server on behalf of the Instant Messaging client outside of the firewall BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY 26 Module 12: Configuring Instant Messaging. .. access the Instant Messaging presence data for other uses BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY Module 12: Configuring Instant Messaging 7 # Instant Messaging Components Topic Objective To introduce this topic Lead-in Instant Messaging uses components on both the server and the client side of the transaction ! Instant Messaging Server Components ! Instant Messaging. .. PURPOSES ONLY 10 Module 12: Configuring Instant Messaging Instant Messaging Client Components Topic Objective To identify the Instant Messaging client components Internet Information Services Internet Information Services Exchange Exchange System System Manager Manager Lead-in You use the Instant Messaging client to log on to the Instant Messaging server and communicate with other Instant Messaging users... and attributes to support Instant Messaging After Instant Messaging is installed, you can configure Instant Messaging by using Exchange System Manager BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY Module 12: Configuring Instant Messaging 13 Configuring Server Components Topic Objective To describe the various roles of virtual servers in Instant Messaging Virtual Servers Router... and domain The Instant Messaging client then connects to the Instant Messaging router based on the _RVP record in DNS 2 The Instant Messaging router queries Active Directory for the user’s Instant Messaging home server 3 The Instant Messaging router returns the home server URL address to the client 4 The Instant Messaging client uses the home server URL address to connect to their Instant Messaging home... Deploying multiple Instant Messaging routers to a single Instant Messaging domain provides fault tolerance because all of the Instant Messaging routers can service Instant Messaging clients and home servers in the domain ! Multiple Instant Messaging Domains If an organization has multiple Instant Messaging domains each domain, if it has multiple home servers, will have at least one Instant Messaging router . to Instant Messaging 2
Basics of Instant Messaging 3
Instant Messaging Terminology 5
Instant Messaging Components 7
Installing and Configuring Instant. PURPOSES ONLY
Instant Messaging Terminology
Instant Messaging Home Server
Instant Messaging Router
Instant Messaging Domain
Instant Messaging Transport
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