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Contents
Overview 1
Introduction to InstantMessaging 2
Basics of InstantMessaging 3
Instant Messaging Terminology 5
Instant Messaging Components 7
Installing and ConfiguringInstant
Messaging 12
Instant Messaging Operations and
Considerations 21
Best Practices 27
Lab A: Configuring and Using
Exchange 2000 InstantMessaging 28
Review 34
Module 12:Configuring
Instant Messaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
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written license agreement from Microsoft, the furnishing of this document does not give you any
license to these patents, trademarks, copyrights, or other intellectual property.
2000 Microsoft Corporation. All rights reserved.
Microsoft, Active Directory, BackOffice, Jscript, NetMeeting, Outlook, Windows, Windows NT
are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other
countries.
Other product and company names mentioned herein may be the trademarks of their respective
owners.
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Product Manager: Megan Camp
Instructional Designers: Bill Higgins (Volt Technical), Jennifer Morrison, Priya Santhanam
(NIIT (USA) Inc), Samantha Smith, Alan Smithee
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General Manager: Robert Stewart
Module12:ConfiguringInstantMessaging 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 InstantMessaging works and how it is configured.
!
Identify and describe the components of Instant Messaging.
!
Install and configure InstantMessaging server components and Instant
Messaging clients.
!
Describe the InstantMessaging 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 Module12:ConfiguringInstantMessaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Module Strategy
Use the following strategy to present this module:
!
Introduction to InstantMessaging
This section describes how InstantMessaging works, outlines the settings
available, and defines the terminology associated with Instant Messaging.
!
Instant Messaging Components
This section describes the overall architecture of InstantMessaging 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 ConfiguringInstantMessaging
This section describes how to install InstantMessaging 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 InstantMessaging to send and receive messages.
!
Best Practices
This topic provides some guidelines to use when planning and deploying
Instant Messaging.
Module12:ConfiguringInstantMessaging v
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
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 InstantMessaging
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 Module12:ConfiguringInstantMessaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Lab Results
Performing the lab in this module introduces the following configuration
changes:
!
A new instantmessaging 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.
Module12:ConfiguringInstantMessaging 1
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Overview
!
Introduction to Instant Messaging
!
Instant Messaging Components
!
Installing and ConfiguringInstant 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 InstantMessaging in such situations. InstantMessaging provides real-time
collaboration services in Microsoft
®
Exchange 2000. It provides the immediacy
of the telephone with the functionality of e-mail. InstantMessaging 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 InstantMessaging server components and Instant
Messaging clients.
!
Describe the InstantMessaging 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 Module12:ConfiguringInstantMessaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
#
##
# Introduction to InstantMessaging
!
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.
Module12:ConfiguringInstantMessaging 3
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
Basics of InstantMessaging
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 InstantMessaging
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 InstantMessaging 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 InstantMessaging 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 Module12:ConfiguringInstantMessaging
BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY
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. InstantMessaging 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:ConfiguringInstantMessaging 5 InstantMessaging Terminology Topic Objective To define terms used in InstantMessagingInstantMessaging Home Server Lead-in There are several terms that you need to be familiar with before you install and configure InstantMessagingInstantMessaging Router InstantMessaging Domain InstantMessaging Transport and Message Format Rendezvous Protocol Each Instant. .. PURPOSES ONLY Module12:ConfiguringInstantMessaging 17 ConfiguringInstantMessaging Clients Topic Objective To configure an InstantMessaging client ! Lead-in ConfiguringInstantMessaging Client $ Client Options $ There are several options that you need to configure in an InstantMessaging client Registry Entries Edit Add Configure MessagingMessaging Service Service Configuring an Instant Messaging. .. ONLY 12 Module12:ConfiguringInstantMessaging # Installing and ConfiguringInstantMessaging Topic Objective To introduce this topic Lead-in InstantMessaging Service is installed as part of the Exchange 2000 Setup program ! Configuring Server Components ! Enabling Users ! Installing InstantMessaging Clients ! ConfiguringInstantMessaging Clients ! Configuring DNS You can install Instant Messaging. .. PREPARATION PURPOSES ONLY Module12:ConfiguringInstantMessaging 15 Enabling Users Topic Objective To enable users for InstantMessaging Lead-in You enable individual users for InstantMessaging by using Active Directory Users and Computers InstantMessagingInstantMessaging Domain URL Domain URL User@im.nwtraders.msft User@im.nwtraders.msft InstantMessaging Router InstantMessaging Router DNS Host... the InstantMessaging domain URL InstantMessaging clients outside the firewall can only connect to the InstantMessaging router The InstantMessaging router proxies the client operations to the InstantMessaging home server on behalf of the InstantMessaging client outside of the firewall BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY 26 Module12:ConfiguringInstant Messaging. .. access the InstantMessaging presence data for other uses BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY Module12:ConfiguringInstantMessaging 7 # InstantMessaging Components Topic Objective To introduce this topic Lead-in InstantMessaging uses components on both the server and the client side of the transaction ! InstantMessaging Server Components ! Instant Messaging. .. PURPOSES ONLY 10 Module12:ConfiguringInstantMessagingInstantMessaging Client Components Topic Objective To identify the InstantMessaging client components Internet Information Services Internet Information Services Exchange Exchange System System Manager Manager Lead-in You use the InstantMessaging client to log on to the InstantMessaging server and communicate with other InstantMessaging users... and attributes to support InstantMessaging After InstantMessaging is installed, you can configure InstantMessaging by using Exchange System Manager BETA MATERIALS FOR MICROSOFT CERTIFIED TRAINER PREPARATION PURPOSES ONLY Module12:ConfiguringInstantMessaging 13 Configuring Server Components Topic Objective To describe the various roles of virtual servers in InstantMessaging Virtual Servers Router... and domain The InstantMessaging client then connects to the InstantMessaging router based on the _RVP record in DNS 2 The InstantMessaging router queries Active Directory for the user’s InstantMessaging home server 3 The InstantMessaging router returns the home server URL address to the client 4 The InstantMessaging client uses the home server URL address to connect to their InstantMessaging home... Deploying multiple InstantMessaging routers to a single InstantMessaging domain provides fault tolerance because all of the InstantMessaging routers can service InstantMessaging clients and home servers in the domain ! Multiple InstantMessaging Domains If an organization has multiple InstantMessaging domains each domain, if it has multiple home servers, will have at least one InstantMessaging 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