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Microsoft Exchange Server 2013 : Creating special-purpose mailboxes (part 1) - Using room and equipment mailboxes

4/14/2014 3:27:44 AM
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Exchange Server 2013 and Exchange Online make it easy to create several special-purpose mailbox types, including the following:

  • Room mailbox . A room mailbox is a mailbox for room scheduling.

  • Equipment mailbox . An equipment mailbox is a mailbox for equipment scheduling.

  • Linked mailbox . A linked mailbox is a mailbox for a user from a separate, trusted forest.

  • Forwarding mailbox . A forwarding mailbox is a mailbox that can receive mail and forward it off site.

  • Archive mailbox . An archive mailbox is used to store a user’s messages, such as might be required for executives and needed by some managers.

  • Arbitration mailbox . An arbitration mailbox is used to manage approval requests, such as may be required for handling moderated recipients and distribution group membership approval.

  • Discovery mailbox . A Discovery mailbox is the target for Discovery searches and can’t be converted to another mailbox type after it’s created. In-Place eDiscovery is a feature of Exchange 2013 that allows authorized users to search mailboxes for specific types of content that might be required to meet legal discovery requirements.

  • Shared mailbox . A shared mailbox is a mailbox that is shared by multiple users, such as a general mailbox for customer inquiries.

  • Public folder mailbox . A public folder mailbox is a shared mailbox for storing public folder data.

The sections that follow discuss techniques for working with these special-purpose mailboxes.

1. Using room and equipment mailboxes

You use room and equipment mailboxes for scheduling purposes only. You’ll find that:

  • Room mailboxes are useful when you have conference rooms, training rooms, and other rooms for which you need to coordinate the use.

  • Equipment mailboxes are useful when you have projectors, media carts, or other items of equipment for which you need to coordinate the use. Every room and equipment mailbox must have a separate user account associated with it. Although these accounts are required so that the mailboxes can be used for scheduling, the accounts are disabled by default so that they cannot be used for logon. To ensure that the resource accounts do not get enabled accidentally, you need to coordinate closely with other administrators in your organization.

Important

Each room or piece of equipment must have a separate user account. This is necessary to track the unique free/busy data for each resource.

Note

Exchange Admin Center doesn’t show the enabled or disabled status of user accounts. The only way to check the status is to use domain administration tools.

Because the number of scheduled rooms and amount of equipment grows as your organization grows, you’ll want to carefully consider the naming conventions you use with rooms and equipment:

  • With rooms, you may want to use display names that clearly identify the rooms’ physical locations. For example, you might have rooms named “Conference Room B on Fifth Floor” or “Building 83 Room 15.”

  • With equipment, you may want the display name to identify the type of equipment, the equipment’s characteristics, and the equipment’s relative location. For example, you might have equipment named “NEC HD Projector at Seattle Office” or “Fifth Floor Media Cart.”

As with standard user mailboxes, room and equipment mailboxes have contact information associated with them (see Figure 1). To make it easier to find rooms and equipment, you should provide as much information as possible. If a room has a conference or call-in phone, be sure to provide this phone number. Also, provide location details that help people find the conference room and specify the room capacity. The phone, location, and capacity are displayed in Microsoft Office Outlook.

A screen shot of the Resources page in Exchange Admin Center, showing rooms and equipment available in the organizations.
Figure 1. Mailboxes created for rooms and equipment.

After you’ve set up mailboxes for your rooms and equipment, scheduling the rooms and equipment is straightforward. In Exchange, room and equipment availability is tracked using free/busy data. In Outlook, a user who wants to reserve rooms, equipment, or both simply makes a meeting request that includes the rooms and equipment that are required for the meeting.

The steps to schedule a meeting and reserve equipment are as follows:

  1. Create a meeting request:

    • In Outlook 2007, tap or click New, and then select Meeting Request. Or press Ctrl+Shift+Q.

    • In Outlook 2010 or Outlook 2013, tap or click New Items, and then select Meeting. Or press Ctrl+Shift+Q.

  2. In the To text box, invite the individuals who should attend the meeting by typing their display names, Exchange aliases, or email addresses, as appropriate (see Figure 2).

    A screen shot of the Meeting Request dialog box, showing creation of a meeting request.
    Figure 2. You can schedule a meeting that includes a reserved room and reserved equipment.
  3. Type the display name, Exchange alias, or email address for any equipment you need to reserve.

  4. Tap or click Rooms to the right of the Location text box. The Select Rooms dialog box appears, as shown in Figure 7-3. By default, the Select Rooms dialog box uses the All Rooms address book. Rooms are added to this address book automatically when you create them.

    A screen shot of the Select Rooms dialog box, showing available rooms to reserve for the meeting.
    Figure 3. Selecting a room to use for the meeting.
  5. Double-tap or double-click the room you’d like to use. This adds the room to the Rooms list. Tap or click OK to close the Select Rooms dialog box.

  6. In the Subject text box, type the meeting subject.

  7. Use the Start Time and End Time options to schedule the start and end times for the meeting.

  8. Tap or click Scheduling Assistant to view the free/busy data for the invited users and the selected resources. Use the free/busy data to make changes if necessary.

  9. Type a message to accompany the meeting request, then tap or click Send.

Exchange can be configured to accept booking requests automatically, based on availability, or to route requests through delegates, such as office administrators, who review requests. Although small organizations might not need coordinators for rooms and equipment, most large organizations will need coordinators to prevent conflicts.

Both on-premises Exchange and Exchange Online provide additional booking options that can help to reduce conflicts (see Figure 4). The booking options are the same for both rooms and equipment. The options allow you to:

A screen shot of the booking options for a conference room, showing the default options for scheduling the room.
Figure 4. Setting restrictions for booking rooms.
  • Specify whether repeat bookings are allowed. By default, repeat bookings are allowed. If you disable the related settings, users won’t be able to schedule repeating meetings.

  • Specify whether the room or equipment can be scheduled only during working hours. By default, this option is disabled, which allows rooms and equipment to be scheduled for use at any time. The standard working hours are defined as 8:00 A.M. to 5:00 P.M. Monday through Friday but can be changed using the Calendaring options in Outlook.

  • Specify the maximum number of days in advance the room or equipment can be booked. By default, rooms and equipment can be booked up to 180 days in advance. You can change the default to any value from 0 to 1080. A value of 0 removes the lead time restriction completely.

  • Specify the maximum duration that the room or equipment can be reserved. By default, rooms and equipment can be reserved for up to 24 hours, which allows for preparation and maintenance that may be required. You can change the default to any value from 0 to 35791394.1. A value of 0 removes the duration restriction completely.

You can configure booking options after you create the room or equipment mailbox. In Exchange Admin Center, navigate to Recipients > Resources and then double-tap or double-click the resource you want to configure. Next, in the properties dialog box for the resource, select Booking Options. After you change the booking options, tap or click Save to apply the changes.

 
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