Archive for November, 2008

Moving iCal Calendars to Entourage using Sync Services, iCal export/import and Categories

Recently we have been working with a Mac based client who has chosen Microsoft Exchange for email, calendaring and team collaboration.

Prior to hiring WIGITAL to unify their mail services on Exchange, the company’s users managed their email services (on a variety of POP platforms) and kept their own appointments in iCal. Since the entire environment is dispersed on individual Macs and MacBooks, individual users have “multiple iCal calendars” in which they have organized and color coded their own appointments.

To help our client transition from separate individual Personal Information Management solutions onto a team platform, the use of Microsoft Entourage 2008 (part of Office for Mac) has been chosen for the users. This means WIGITAL also has the job of transitioning each “individual” users data from Apple’s Address Book, iCal and MacMail applications onto Microsoft Exchange where it is then available to “all of the users” through Entourage.

This article is dedicated to the Calendar portion of the data transition.

Migrating Calendar Data – the challenge:

Because Entourage does not implicitly provide an import tool for iCal (.ics) calendars, the client needs a work around to transfer their multiple iCal Calendars into Entourage. The goal is to retain the organization of appointments while avoiding a lot of manual click-click-click work for the users. Each user wants to keep their current separation of appointments by type and color coding.

Here is how to import “multiple” Calendars from iCal into Entourage while assigning Categories and Colors to the Calendars “in-bulk” and retaining the seperation as it previously existed in iCal.

Verify Sync Settings are enabled in Entourage

  • open Entourage
  • go to the menu bar above, click Entourage | click Preferences
  • under General Preferences | click Sync Services
  • check the box Synchronize events and tasks with iCal and .mac
  • confirm that iCal maps to your Calendar in Entourage (in our case it must be the “Exchange account” calendar)
  • click OK
  • a node for Entourage should now appear in iCal in the form of a Calendar named “Entourage”

Export Calendars from iCal and import back into the iCal Entourage sync’d calendar

  • open iCal
  • go to menu bar above, click View | confirm Show Calendar List is enabled
    • This enables the entire list of Calendars to show on the left side of iCal (it may already be enabled)
  • in iCal – clear all check boxes from individual Calendars “except the specific one you want to work with” (we’re going to export the last remaining “checked” Calendar)
  • click on the Calendar you want to export (example – click the “Work” calendar… it highlights in BLUE)
  • go to the menu bar above: click File | click Export
    • you can export the entire Calendar (in our example the highlighted “Work” calendar) to a file location (Desktop, Finder, etc…)
    • in the Save As: name the Calendar
    • click the Export button
  • once that specific Calendar has been exported, return to iCal
  • in iCal, click and highlight the “Entourage” calendar (remember Sync Services must be “enabled” to view Entourage in iCal – see above)
  • in the menu bar above, click File | click Import
    • the Import window will pop up
  • select import an iCal file and click the Import button
  • select the “Work” iCal calendar you previously exported to a file location
  • click the Import button

* This “Work” calendar has now been imported back into iCal (but this time, into the Entourage sync’d calendar inside iCal that is synchronizing with Entourage). The data will now appear in both iCal and Entourage.

Assigning the iCal calendar items to Entourage Categories after import

If you are new to Entourage, the Entourage equivalent of separating Appointments, Events and Tasks into identifiable groupings is to use Categories in Entourage.

Click here for a video on how to create and edit Categories in Entourage

The fundamental principal here in exporting/importing iCal calendars is to create and then assign an Entourage Category for each set of iCal Calendar appointments that exist and are being imported into the Entourage sync’d calendar node in iCal. Exporting/importing a single calendar at a time gives us the opportunity to assign one Category at a time after each import.

To explain: for the multiple Calendars in iCal ( such as “work, personal, training, meetings” ), we are creating a Category in Entourage to represent each of these divisions. If a “Calendar” exists in iCal for “work”, we will create a corresponding “Category” in Entourage for “work”.

The key to discerning which Appointments and Events already existed and which ones are newly imported is to “only import one Calendar at a time”. By switching to Entourage immediately after each import from iCal, we have the ability to assign the newest items to a Category. Once imported items are assigned to a Category, they take on the “name and color” of the Category and can then be easily distinguished from the next set of imports (which by default have the category of “None” and use “no color at all”).

To see all calendar items (and Categories) “at once” we use the Views feature of Entourage. This method of viewing and sorting Entourage Calendar information is simple and allows to see every appointment at once. Using the All Events view also enables us to assign multiple items to a Category. This is accomplished through simple keyboard concepts like “holding down the Shift key when selecting multiple items”. Here is how it works:

  • use the iCal method above to export/import a single Calendar
    • Observe the “name” and “color” of each calender you are exporting/importing
  • Now open Entourage
  • click the Calendar toolbar in Entourage
    • NOTE: the toolbar is the row of buttons directly above the Folder List
    • NOTE: toolbar buttons are named Mail, Address Book, Calendar, Notes, Task, Project Center
    • clicking the Calendar button provides a “different view” of the Folder List
  • expand the Calendar View (i.e. click the triangle – Calendar toolbar must be active to see Calendar View)
  • select All Events from the Calendar View
    • Note: all the Calendar items appear in the All Events View
    • Note: items assigned to a category appear in different colors
    • COLUMN HEADERS appear at the top of the rows of data
  • look for the Column Header named Categories
  • CLICK on the Column Header named Categories – this “sorts the Categories” by name thereby grouping similarly named Categories together
    • Note: unassigned Categories are named “None” and have “no color
    • Note: the “None” category will now be grouped together in the list
    • “IF” you have imported only one iCal calendar into Entourage at a time, these “newest” items are in the Category of “None”.
  • To assign the newest imports to the category of your choice -  Hold down the Shift key, click the first item and then the last item with the Category of “None
    • Holding down the shift key selects all list items between the first and last item you choose.
    • All selected items can then be assigned “in-bulk” to a Category
  • with items highlighted, click the Categories “button” in the toolbar above
  • assign your Category from the list
    • each Calendar item will turn the “color” of the Category you have selected
    • remember “if” multiple Categories are assigned to a Calendar item, the item reflects the “color” of the last Category to be assigned to it
  • You are done…!
  • Return to iCal and repeat this procedure
  • Assign all the “None” items after each import into a Category.
    • With each new import, newly imported items always appear under the Category of “None
  • Repeat this process as many times as needed to re-assign imported iCal Calendar items to Entourage Categories
  • :)

Once imported, Appointments and Events appear in Microsoft Entourage as well as the Entourage sync’d calendar in iCal. Categories however will only appear in Entourage.

SUGGESTIONS

  • using the same “colors” in Entourage your Users previously used in iCal may help keep things familiar and make it easier to find things
  • using the same “names” for Entourage Categories that your Users previously chose to name the Calendars in iCal may also help keep things familiar
  • remind your users to no longer use the multiple Calendars in iCal and that if they insist on using iCal, entries must be made to iCals sync’d Entourage calendar if they want them to appear in Entourage
  • Entourage Help and Learning Tools are available online

Happy Thanksgiving,

Mark Raborn
WIGITAL

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Networking Windows .local and Apple Macintosh

What to do if .local has been used in Windows Network as the first level domain name of the Internal domain and you are deploying in an “Apple Mac centric” network with older Mac’s in the environment?

To help Mac DNS resolve .local Please read KB836413 – You receive an “unexpected error occurred” error message when you try to access resources on a Windows-based network from your Macintosh computer

content of KB Article

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(the Chihuahua) comments on SBSanswerfile.xml and OOBE in SBS 2008

A LESSON LEARNED FROM SEAN DANIELSSBS PM

The sbsanswerfile.xml can be used, when setting up Small Business Server 2008, to define setup parameters via text string entries. These same parameters may also be defined using a different tool, the OOBE wizard. To reach the OOBE wizard, the sbsanswerfile.xml is bypassed (never placed into the machine) and Small Business Server 2008 setup reaches OOBE (Out of Box Experience wizard) because it doesn’t see the sbsanswerfile.xml during boot/setup.

In the OOBE wizard, the level of specificity is not as detailed as using the sbsanswerfile.xml. A more important difference is that the OOBE wizard “hard codes” certain defaults and predefines certain assumptions about the installation. One of the most important of these entries is the DOMAIN-NAME for the SBS2008 environment.

The “domain name” parameter has brought us to write this article today.

DEFINING PARAMETERS BEFORE BEGINNING SETUP

The SBS Team developed Small Business Server 2008 so that “IF and WHEN” the admin wants to change the default parameters, then an answer file (a text file called sbsanswerfile.xml) must be defined prior to beginning setup. The xml file is then written to a USB drive (or other media) and placed in the machine before placing the SBS setup disk into the server. The OOBE wizard is not used in this case.

In the real world: VAR’s, IT Consultants, MS Partners, etc… often receive OEM boxes with Small Business Server 2008 already partially installed. This creates a quandry because the opportunity to define the answer file and then point SBS setup to sbsanswerfile.xml has already passed.

this circumstance raises the following question?:

How do we still define these settings once setup has already begun and the binaries have already been installed on the drive?

In our scenario (and In the case of most OEM boxes), the first stages of the SBS2008 installation are accomplished by the manufacturer. Therefore, the system launches straight into OOBE and and ultimately the wizard that defines the core SBS settings (text strings).

Since an sbsanswerfile cannot possibly be defined “with our answers” at the manufacturer, and pressing Power ON boots us straight into OOBE, how do we offer the machine the more “flexible and definitive parameter set using sbsanswerfile.xml”?

Sean Daniels emailed the response today:

As long as you

  • DO NOT go past the first screen in OOBE
  • DO NOT enter any data whatsoever in OOBE (i.e. the SERVER NAME /DOMAIN NAME / etc…)
  • SHUT DOWN THE MACHINE immediately

You can still define the sbsanswerfile.xml and still have the machine call it when booting from a powered off state.

This gives you the ability to define specific settings (i.e. SERVERNAME / FULL DOMAIN NAME / etc… ) even though a partial install has already been accomplished at the factory.

How?

  • Just grab the SBS Setup disk
  • define and save your sbsanswerfile.xml to USB or other media
  • place the media in the machine (prior to booting from powered off state)
  • boot and wait for SBS setup to locate the sbsanswerfile.xml , enumerate the text strings, and commit your settings automatically

REPEATING “THE VERY IMPORTANT POINT”: do not launch an OEM box into OOBE without first defining the answer file.

What happens if you do start OOBE on an OEM SBS2008 box?

If you continue a SBS2008 install on an OEM Small Business Server 2008 box from OOBE you will irrevocably turn off the only method to explicitly define the setup parameters. Even if you partially begin OOBE and then bail out without writing or saving any data …a complete re-install will be required to change the SBS settings using an sbsanswerfile.xml. Why, because the method that calls to the sbsanswerfile.xml is irrevocably “turned off” (by design) If OOBE is entered or defined on any level.

So what happened in our case?

So there we were, installing a machine on-site that had a partially completed Small Business Server 2008 installation. We didn’t know (yet) the information contained in this article (duh!). Upon receipt of the machine we started the unit and were taken directly into OOBE. Upon arrival at the setup screens for SERVER NAME, DOMAIN NAME, etc… we realized we did not want to accept the defaults and thought “Hey, what about the sbsanswerfile.xml?” So we bailed out and in doing so, turned off the method available to call sbsanswefile.xml. We could no longer make certain changes to the OOBE based install using the sbsanswerfile.xml :(

You might be wondering: Why did we not move forward with the default OOBE install in the first place?

In our case, we bailed out because…. the FULL INTERNAL DOMAIN can not be defined in OOBE and we did not want to use the SBS Development Team’s  “default OOBE choice of .local as the top level domain”. Why… because we had a network full of Macs.

If you are not aware: Small Business Server defines .local as the top level domain (by default) when using the OOBE wizard and their is “NO WAY” to alter a top-level domain in SBS setup except by using the sbsanswerfile.xml

To sum up our story, we irrevocably entered OOBE and clicked next before abandoning the OOBE wizard.

Because we had a “time constraint” on delivery to this client, we needed to finish this install quickly, so we went ahead with the .local top level domain. Alas for our own choice for the full domain name (sigh). We then had to deal with the .local top-level domain issue on Mac.

By the way, about Mac on SBS:

Remember, exit OOBE immediately when setting up an SBS 2008 machine from an OEM and you can still define the environment using the sbsanswerfile.xml. Restart clean with the sbsanswerfile.xml on USB . In doing so, you can still have it “your way”.

Thanks seanda

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Open Source Tools in Linux supporting Microsoft Core Server Technologies

Every once in a while I clarify to clients that the Open Source community has provided excellent tools and components to accomplish work in the Windows Enterprise.

Big name companies and their projects earn a lot of the business press, like Sun with Open Solaris and Novell with SuSE. However, you can download Debian, Gentoo, Ubuntu, and install powerful and free Open Source software and still get the job done in working together with Windows while retaining your presense (and preference) for Linux.

These are resources I often suggest to our clients. Please try them out. They’re open source, high quality code and completely free.

Linux distros

Any quality GNOME Desktop distribution of Linux

Web Browser

eMail Client – Microsoft Exchange capable

Terminal Services Remote Desktop Protocol Client

Office Suite

  • OpenOffice
  • OpenOffice.org’s Mission Statement is…
    To create, as a community, the leading international office suite that will run on all major platforms and provide access to all functionality and data through open-component based APIs and an XML-based file format

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iPhone and Microsoft Exchange

How To Setup:

iPhone 2.1 software: Exchange ActiveSync Account Quick Setup Guide

About iPhone and Exchange

Connecting iPhone and Microsoft Exchange reveals two primary connectivity relationships.

  • IMAP (possible with iPhone 1.0 and 2.0)
  • Exchange Active Sync employing Direct Push (iPhone 2.0 and newer)

Exchange has two major releases that support iPhone

The service packs for Exchange also support different functionality.

The key turning point for iPhone in relation to Exchange has been Apple’s support for Direct Push technology and Exchange Active Sync (achieved in iPhone 2.0 release). Microsoft has placed the emphasis on Direct Push since Exchange 2003 Service Pack 2 released in June 2005, and now Apple is on-board. H

Prior to 2.0 release, Apple offered only IMAP as a supported method of connecting iPhone to Exchange.

Here are some great articles on setting up IMAP in your Exchange environment

Followed by Apple’s own articles on connecting iPhone to Exchange using Exchange Active Sync. First is Apples definitive guide (.pdf) on deploying iPhone in the Enterprise . There are also Apple specific articles including:

This is what iPhone 2.0 looks like from the Exchange 2007 administrator’s perspective if connected using Exchange Active Sync.

POP3 and IMAP are still supported in the latest release of Exchange 2007 SP1. Therefore iPhone can support both methods. One question that may also be asked prior to selecting the method is whether you require support for Public Folders from Exchange to be supported in the iPhone. At this time only IMAP connectivity will provide iPhone users any view of Public Folders in Exchange.

To learn more about the differences between IMAP and EAS, please read Mobile Device Connectivity to Exchange using IMAP vs Exchange ActiveSync .

Finally, the follow table examines iPhone on Exchange 2003 and 2007 in light of Public Folders

  Exchange 2003 SP2 Direct Push Exchange 2003 SP2 IMAP Exchange 2007 SP1 Direct Push Exchange 2007 SP1 IMAP
iPhone 1.0 CONTACTS/CALENDAR/EMAIL N Y N Y
iPhone 1.0 w/PUBLIC FOLDERS N Y N Y
iPhone 2.0 CONTACTS/CALENDAR/EMAIL Y Y Y Y
iPhone 2.0 w/PUBLIC FOLDERS N Y N Y

Why the emphasis on Public Folders? Clients are often interested in the Public Folder concept of Microsoft Exchange. Microsoft however has recently “de-emphazied” Public folders… making them essentially an endangered species in reference to future support and expansion of the concept.

TO BE CONTINUED

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Using Apple Macintosh File Systems with Windows Services for Mac

File Systems tools for interoperability between Windows, Apple Macintosh, and Linux

Useful free tools (and good reading) for use in a heterogeneous [ Windows / Mac / Linux ] File System environment

Windows File System tools serving Mac

Services For Macintosh (SFM)

SFM was an effort by Microsoft supporting Mac integration into the Windows Network. SFM is available in Windows 2000 Server and Windows 2003 Server (but has been dropped from Windows 2008 Server). Services For Mac includes these three key Server services:

File Server for Mac – KB147438

File Server for Macintosh (FSM), which is part of SFM, allows Windows and Macintosh clients to create and open files on the same share by presenting the files to the clients with the naming conventions used by their operating systems.

Macintosh and Windows Server Integration – TechFAQ

The folks at TechFAQ have written an excellent article on Mac and Windows Server Integration. The article includes detail walkthroughs about activiting and administering verious Services For Macintosh features.

Also, here are genrally helpful tips on Performance Tuning Guidelines for Microsoft Services for Network File System

File System Tools from the Open Source Community

NTFS-3G

An NTFS driver for Mac OS X and Linux is NTFS-3G – ( also read the NTFS-3G FAQ )

The NTFS-3G driver is a freely and commercially available and supported read/write NTFS driver for Linux, FreeBSD, Mac OS X, NetBSD, Solaris, Haiku, and other operating systems. It provides safe and fast handling of the Windows XP, Windows Server 2003, Windows 2000 and Windows Vista file systems. POSIX file system operations are supported, and full file ownership and permission support is available as well.

Mac File System software serving Windows

Linux File System software serving Windows and Apple Macintosh

User Space File System software

  • Linux – FUSE -  http://fuse.sourceforge.net/wiki/index.php/OperatingSystems
  • Mac – MacFUSE – http://code.google.com/p/macfuse/
  • Windows – WinFUSE – http://www.suchwerk.net/sodcms_FUSE_for_WINDOWS.htm
  • Windows – UniversalFUSE – http://www.eldos.com/cbfs/

Experiment with these File System resources in your heterogeneous environments. Please comment if you have more, better, or mo-better solutions.

Thanks.

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no choice but .local on OEM Small Business Server 2008 installs

Today I’m installing Small Business Server 2008 for a client that has a bunch of Macs.

THE PROBLEM

The Small Business Server was delivered with a “partial install” of SBS2008 already complete. The challenge right now is that I cannot use the sbsanswerfile.xml to control the FULL INTERNAL DOMAIN name. My opinion: “this is either an oversight or mistake in SBS 2008 setup design”. The oversight being that the answer file cannot be called upon when “continuing setup” if a partial install has already been completed (this is even though the internal domain name has not yet been defined by the wizard).

The wizards allow the admin to define “only the secondary level domain name” (the vanity domain) and not the top level domain.  The default top level domain in SBS, as a result of using the wizard, must then be .local . My opinion: “It would have been much better to allow the sbsanswerfile.xml to be called from the setup wizard upon continuation of an OEM based install.” This could provide more flexibility and be a 2nd option in addition to clean installs that call the sbsanswerfile.xml from the very beginning.

Anyone who does VAR based work for a living experiences these “partial complete installs” as common place when working with an SBS box from an OEM manufacturer (i.e. Dell, HP, etc…). So why kill all other possibilities on these boxes than .local for the top level of the FULL INTERNAL DOMAIN. Doing so leaves admins in the “real world” with no other option than the requirement of a complete re-install?

To review: use of the sbsanswerfile.xml is the only resource from which “the FULL INTERNAL DOMAIN (which includes the “top level domain) can be defined. The sbsanswerfile must be called from the very first stages of an SBS 2008 install or .local will be the top level domain internally.

THE CLIENT

So getting back to my client: It appears that we have no choice. A (.local) top level domain will “have to” be used for the internal domain because we’ve got an OEM partial install. Since we are installing for a client that has Macs, I would have far rather used the answer file and altered the internal domain name to companyname.pri . The reason is in relation to Rendevous (now called Bonjour) and Mac’s design that treats any request relating to a .local first level domain in the context of Rendevous (Bonjour).

Networking Windows .local and Apple Macintosh

What to do if .local has been used in Windows Network as the first level domain name of the Internal domain and you are deploying in an “Apple Mac centric” network with older Mac’s in the environment?

To help Mac DNS resolve .local Please read KB836413 – You receive an “unexpected error occurred” error message when you try to access resources on a Windows-based network from your Macintosh computer

content of KB Article

TO BE CONTINUED…

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