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Microsoft Exchange Server 2013 : Addressing Exchange - MailTips and group metrics (part 1) - Client interaction, Configuring MailTips

10/18/2014 8:29:28 PM
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All of us have stories about an unbelievable but all too common mistake we have made with email. Maybe you sent a message to the wrong user containing sensitive or other information that she shouldn’t have received, or maybe you answered a note on which you were blind–carbon copied and caused the original sender trouble when the other recipients realized that you were copied. Microsoft refers to situations like this as “unfortunate messaging scenarios,” whereas administrators might use slightly more robust terms to describe the result of user mistakes that cause system performance to suffer, mail queues to accumulate, or lots of calls to flow in to the help desk. It’s unfortunate, but humans make mistakes all the time.

Early email systems operated on a simple “send and forget” principle. You dispatched messages into the void and hoped that they’d arrive. As time went by, features such as out-of-office notices (OOF), delivery and read receipts, and nondelivery notifications were incorporated to give users feedback about what happened to messages after they were sent. Exchange 2010 introduced delivery reports, which enable users to see the path of a message within an Exchange organization, including the expansion of distribution groups into individual members to receive the message, delivery to servers, and delivery to external connectors for transmission to other email systems. However, worthy as these features are, they are all after the fact. Messages have to be sent before users can be informed that the message has been delivered, that someone is out of the office, or that their email won’t be delivered because a recipient’s mailbox quota is exceeded.

MailTips are designed to provide users with feedback about common problems before a message is sent. The idea is that warning users that messages might not be delivered or read will make users more productive and less likely to call the help desk to complain that their emails didn’t arrive. It will also reduce system resource usage by eliminating the need to process messages that will fail. Microsoft hopes that MailTips will help people use email more intelligently. The feature is supported by Outlook Web App (including Outlook Web App for Devices) and Outlook 2010 or Outlook 2013 when connected to an Exchange 2010 or Exchange 2013 mailbox. Quite logically, MailTips won’t work when Outlook is not connected to Exchange.

MailTips operate on a mixture of data originating from the following sources:

  • Active Directory (for example, whether a recipient is restricted, the maximum size of attachments supported by the organization)

  • Information Store (mailbox quotas, out-of-office notices, custom MailTips)

  • Group metrics (metadata generated for the total number of recipients in a group and the number of external recipients in a group)

Group metrics information is stored in the group object in Active Directory in the msExchGroupMemberCount (number of members in the group) and msExchGroupExternalMemberCount (number of external recipients in the group) and is calculated for both normal and dynamic groups. Figure 1 shows the properties of a group as viewed through ADSIEdit with both the external count (0) and member count (82) clearly visible. Using Active Directory to hold group metric data is a change from Exchange 2010, which instead uses a cache on the CAS.

This screen shot is taken from ADSIEDIT and shows the properties of a distribution group. The highlighted attribute is called msExchGroupMemberCount and stores a value of 82, indicating that there are 82 members in the group.

Figure 1. Count of group members stored in a group object in Active Directory

The Group Metrics mailbox assistant runs on every Mailbox server that is configured to generate group metrics data to count the number of recipients in every group in the organization, including dynamic distribution groups. On the basis that user workload is light during the weekend, Exchange 2010 servers generate group metrics data on a Sunday. Exchange 2013 uses the work cycle approach that’s seen in other mailbox assistants to run daily at a time when system workload is light and its activity will not affect users. If system workload increases when the Group Metrics mailbox assistant is active, it throttles back and waits until the workload eases. If a server is under consistently high load over a complete day, the generation of group metrics data will be delayed. However, given that only a few groups might be added or have their membership updated during this period, the overall effect on the accuracy of the data shown to users through MailTips is limited.

By default, every Mailbox server that generates the OAB also generates group metrics data. OAB servers generate group metrics data because the OAB reuses some MailTips data (including group metrics), so it’s necessary to generate the data before it can be included in the OAB.

To discover which servers generate group metrics data, run this command:

Get-MailboxServer | Select Name, ForceGroupMetricsGeneration

Any server that reports True for ForceGroupMetricsGeneration is configured to generate group metrics. You can configure other Mailbox servers to generate group metrics by running the command. Normally, this isn’t necessary, but it is conceivable that you want to spread the generation load across the organization.

Set-MailboxServer –Identity ExServer1 –ForceGroupMetricsGeneration $True

On the other days of the week, the service generates incremental data for the number of recipients in groups that have been added or changed. Event 14034 is logged under the MailTips category when a server begins to process group metrics data. If you examine these event entries, you can find out how many groups were processed and whether the run was the weekly full scan or a daily delta.

The \Exchange Server\V15\GroupMetrics directory on a Mailbox server holds the files used for group metrics. These are:

  • A cookie file with a .dsc extension that contains information to identify the Mailbox server that generates the group metrics data and the date and time when the data was last successfully updated. By comparing the date and time held in this file with the current date and time and the last changed time stamp on group objects, Exchange knows which groups it has to process to derive updated group metrics data.

  • A simple text file called ChangedGroups.txt. After a successful update of group metrics data, the ChangedGroups.txt lists any group that Exchange processed. It is a simple list of the distinguished name for each group. For example:

    CN=Dublin Users,OU=Exchange groups,DC=contoso,DC=com

When Exchange generates group metrics data, it first identifies the set of changed groups and then counts the number of recipients in each one of these groups. The resulting count is then written into the properties of the group in Active Directory.

Client interaction

MailTips-enabled clients request data when a user adds a recipient or attachment to a message or uses the reply or reply all command to respond to a message. MailTips are also processed when a draft message is opened. These actions cause the client to invoke a background thread to query the MailTips web service on a CAS server on the local site and determine whether any MailTips apply to the message. The URL for the MailTips web service is returned by the CAS server to the client as part of the Autodiscover manifest.

The CAS server is responsible for gathering data from Active Directory and the local group metrics cache and responding with applicable data to the client. It also contacts the Mailbox servers that host recipient mailboxes to fetch information about mailbox quotas and OOF notices. If some of the Mailbox servers are outside the local site, the CAS proxies a request to fetch the data to a Mailbox server running on the site that hosts the mailboxes.

Note

To avoid unacceptably slow responsiveness, if the Mailbox server is unable to respond to clients within 10 seconds, the request times out, and the client proceeds without MailTip data. It’s also important to say that you do not have to wait for MailTips processing to finish before you can send a message. If MailTips hasn’t responded and you need to get the message to its recipients, you can click Send, and the message will go without further notice.

To limit the amount of communication with the CAS, Outlook and Outlook Web App clients both maintain client-side caches that are populated as messages are processed. For example, if you attempt to send a message containing a very large attachment, the client checks its cache to discover whether it exceeds the maximum message size for the organization. If the data are not in the cache, the client retrieves them from the appropriate source (in this case, Exchange configuration data in Active Directory) and caches it locally for future reference. Cached information is aged out of the cache after 24 hours with the exception of mailbox full and OOF notices, which are likely to change more often and therefore age out after two hours. The MailTips settings used for Outlook Web App are contained in the Web.config.xml configuration file. It is possible, but not recommended, to change the cache aging limit and the number of items held in the cache by editing this file. Client-side caches are not persistent and are cleared whenever you exit Outlook or Outlook Web App.

Configuring MailTips

From an administrator perspective, the immediate value of MailTips is that they eliminate many of the reasons Exchange has to generate nondelivery reports (for example, destination mailbox is full, message size too large) and so reduce the strain on the messaging infrastructure. On the downside, the processing required to service client requests for MailTip data creates an extra load on CAS servers, which Microsoft characterizes as an increase of approximately 5 percent.

All the management for MailTips is done through EMS. Exchange administrators can configure MailTips on or off, but only at the organization level, by using the Set-OrganizationConfig cmdlet to set the parameters that control MailTips processing. These parameters are as follows:

  • MailTipsAllTipsEnabled. Controls whether MailTips are enabled. The default is $True.

  • MailTipsExternalRecipientTipsEnabled. Controls whether MailTips for external recipients are enabled. The default is $False. External recipients are determined by reference to the accepted domains list. Any domain in this list is deemed internal, whereas any other is deemed external.

  • MailTipsGroupMetricsEnabled. Controls whether MailTips that depend on group sizes are enabled. The default is $True.

  • MailTipsLargeAudienceThreshold. Controls the threshold for the number of recipients on a message before MailTips flags it as large. The default value is 25. This value is probably too low for large organizations in which big distribution groups are common. In this scenario, it makes sense to increase the value to 50 to stop MailTips from nagging users.

  • MailTipsMailboxSourcedTipsEnabled. Controls whether MailTips that depend on mailbox data such as OOF notices are enabled. The default is $True.

In most cases, a MailTip stops a user from doing something that causes frustration (the user’s message doesn’t get through) or reduces traffic for Exchange (removing the need for nondelivery notifications caused by messages that cannot be processed). Warning users about sending to very large distribution lists is useful because it is too easy for a user to address a note to a distribution that she doesn’t realize will cause Exchange to deliver the message to thousands of mailboxes. People who receive the message can cause a mail storm by using Reply All to generate a response that goes to everyone and provokes even more responses. The net result is usually mailbox servers that are swamped with traffic, the accumulation of large message queues, and slow delivery of other mail. MailTips won’t remove the need for user intelligence, but they can give a hint at appropriate times to stop someone from doing something he wishes he hadn’t.

 
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