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• Collaboration Services 3.9.1
• Collaboration Services 3.9.1 - Deployment Guide

Collaboration Services 3.9.1 - Deployment Guide

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About this document About Collaboration Services

Intended use in real-time environments Unified messaging environment for all users Transparency for end users Secure solution

Architecture and functionality

Collaboration Services structure Data synchronization

Collections

The synchronization process

Two way synchronization Publication and subscription Automatic synchronization of changes Synchronized groups

Communication among forests Security Mail forwarding Administrative interface

Before you begin

System requirements

Exchange server Collaboration Services server

Platform Memory Hard disk space Operating system Additional software

Service account rights and permissions SMTP connectivity Service mailbox

Platform considerations

Recipient Update Service Choosing between Free/Busy and Calendar synchronization Public folders Exchange 2007 only Exchange 2010 only Exchange 2013, 2016 and 2019

Pre-installation planning

Phase I: Planning

Step 1: Gather directory information

Objects to be synchronized Conflict resolution information

Step 2: Plan conflict resolution

Conflicting email addresses Other conflicts

Step 3: Plan Collaboration Services configuration

Choose the HQ forest

Phase II: Preparing forests

Step 1: Resolve conflicts Step 2: Restructure the OU hierarchy Step 3: Create service account Step 4: Dedicate a server Step 5: Verify Free/Busy accessibility

Phase III: Deploying Quest Collaboration Services

Step 1: Install Collaboration Services

HQ forest installation Branch forest installation Using the ACS Users and ACS Administrators groups Test local access

Step 2: Configure Collaboration Services

Set up conflict resolution rules Check namespace settings

Step 3: Publish test collections

Synchronization settings Object selection Monitoring Testing

Step 4: Publish all required users

Settings Object selection Monitoring

Prepare for use Collaboration Services upgrade

Preparing for a manual upgrade Performing the manual upgrade

Step 1: Notify branch forest administrators Step 2: Distribute upgrades Step 3: Upgrade the HQ and branches

Preparing for an automatic upgrade Performing the automatic upgrade

Step 1: Notify branch forest administrators Step 2: Distribute upgrades Step 3: Upgrade the HQ forest

Monitoring the upgrade

Installation checklists

Pre-Installation checklist Installation checklist Prepare for use checklist

Re-installing Collaboration Services Troubleshooting

Service account minimum rights and permissions

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Memory

A minimum of 2 GB RAM is required; 8 GB is recommended. Requirements for RAM depend on the total number of synchronized objects:

•	Less than 100,000 objects – 4 GB

•	100,000 to 300,000 objects – 8 GB

•	More than 300,000 objects – 16 GB

Hard disk space

A minimum of 80 GB of free disk space is required. Additional disk space requirements are as follows:

•	10 MB per every 1K of synchronized Active Directory objects

•	20 MB per every 1K of synchronized free/busy objects or Calendar objects

Operating system

One of the following:

•	Microsoft Windows Server 2003 SP2 or later

•	Microsoft Windows Server 2003 R2

•	Microsoft Windows Server 2008

•	Microsoft Windows Server 2008 R2

•	Microsoft Windows Server 2012

•	Microsoft Windows Server 2012 R2

•	Microsoft Windows Server 2016

•	Microsoft Windows Server 2019

Additional software

Collaboration Services requires the following:

•	Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 build 6.5.8320 or later

•	Outlook 2010 or later versions

NOTE: Only 32-bit version of Outlook is supported. This includes Outlook 2010, 2013, 2016, 2019, and Outlook for Office 365.

•	Microsoft Internet Explorer 8.0 or later

•	Microsoft Windows Installer 2.0 or later

•	Collaboration Services supports the following Active Directory forest functional levels: Windows Server 2003, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016 and Windows Server 2019.

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