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Collaboration Services 3.9.1 - Deployment Guide

About this document About Collaboration Services Architecture and functionality Before you begin Platform considerations Pre-installation planning Prepare for use Collaboration Services upgrade Installation checklists Re-installing Collaboration Services Troubleshooting

Phase II: Preparing forests

Before deploying Collaboration Services, you should prepare each forest as follows:

1
Take care of user objects that require manual conflict resolution.
2
Restructure the Active Directory OU hierarchy, if necessary.
3
Create accounts with the necessary permissions.
4
Dedicate a server for the Collaboration Services synchronization service.
5
Verify free/busy accessibility.

Step 1: Resolve conflicts

If you have identified any conflicts that cannot be resolved automatically, make sure to resolve them manually before you deploy Collaboration Services. In particular, it is recommended to remove all manually-imported contacts for user objects you are planning to synchronize with Collaboration Services.

Once there are no more conflicts, re-collect object information from all forests and analyze it again to ensure that the initial synchronization will go smoothly.

* 
NOTE: Though Collaboration Services is capable of resolving conflicts automatically, the initial synchronization speed significantly decreases if the service must frequently resolve conflicts. It is recommended to resolve as many of them as possible before you start the synchronization.

Step 2: Restructure the OU hierarchy

Consider restructuring the OU hierarchy in the following cases:

•
If you plan to automatically resolve synchronization conflicts by deleting the conflicting object or matching it.
These types of object resolution are applied to the specified OUs only. This allows you to put all potentially conflicting objects in the organization into the same OU and ensure that Collaboration Services affects only the objects in that OU.
•
If you plan to create OU-based object collections.
In this case, you may need to move all OUs containing the objects to be synchronized to a single parent OU. This will simplify configuration of Collaboration Services collections and make it easy to add objects to or remove objects from the synchronization, as follows:
•
To add an object to the synchronization, add the object to the appropriate container or create a new object in the container.
•
To remove an object from the synchronization, delete it from or move it out of its container.

Step 3: Create service account

You should use one account per forest to act as the service account. This account will be used to:

•
Start the Collaboration Services service
•
Retrieve object data from Active Directory and Exchange Server
•
Create and update stub objects
•
Resolve conflicts according to the specified rules
* 
NOTE: Every service account must be mailbox-enabled, because its mailbox will be used by the Collaboration Services server for data exchange between the HQ and branch forests.
* 
NOTE: The service mailbox will accept only authenticated packets from Collaboration Services service instances in another forest. All other email messages will be automatically deleted from the mailbox. Therefore, you cannot use any existing user mailbox for Collaboration Services.
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