Configuring account roles for Exchange Servers

Before you can use PATROL for Exchange Servers, you must supply a configuration account for each Exchange server that you want to monitor.

PATROL for Exchange Servers uses account roles to perform system management tasks.

The agent account role is used to execute system commands that require Administrator-level privileges.

The Exchange user account role is used to access the Exchange server, directory, user mailboxes, and messaging subsystems.

The Exchange mailbox role is used to connect to the Exchange server, gather information about private and public folders, and send and receive email messages.

Supplying a PATROL administrative account in a clustered environment

You must use a PATROL Console to configure PATROL for Exchange Servers in a clustered environment.

You will be prompted to create accounts and mailboxes for each node by default. Create the Exchange user account and Exchange mailbox on the first node you configure, only. When you are prompted to configure the other nodes in the cluster, choose to verify the account and mailbox you have already created.

If account configuration completes successfully, but subsequently the CheckConfiguration parameter goes into alarm, set the agent configuration variable /MSEXCHSetup/noAcctRoleVerify to 1.

To configure the account roles

1. Access the Exchange application class menu, and select PATROL Admin > Configure > Account Roles to display the Configure Account Roles dialog box, which is shown below.
   

   Note

   This dialog box might look different, depending on whether or not you have configured the accounts previously.

2. To view agent account information, click Agent Account to display the Agent Account Role dialog box, which is shown below.
   
   Click Backto return to the Configure Account Roles dialog box.

   Note

   PATROL Agent default account must be Domain account and in format Domain\User.

3. To enter or change Exchange user account information, click Exchange User Account to display the Exchange User Account Role dialog box, which is displayed below.
   
   

   1. To specify an account other than the default, enter the domain and user name in the Domain\User field.

      Note

      If you are configuring a node-level agent in an active-active cluster, BMC recommends that you enter the same Exchange user account on both nodes.

   2. To create the account you entered, select the Create New Account option.

      Note

      If you are configuring a node-level agent in an active-active cluster, BMC recommends that you clear the Create New Account option when you configure the second node.

   3. Click Backto return to the Configure Account Roles dialog box.

      Note

      If you clear all of the options on this dialog box, PATROL for Exchange Servers will verify the account permissions of the specified account and add permissions, if necessary.

4. To enter or change Exchange mailbox information, click Exchange Mailbox to display the Exchange Mailbox Role dialog box, which is shown below.
   
   
   1. To specify a mailbox other than the default, enter the mailbox name in the Mailbox Alias field.
   2. To create the mailbox you entered, select the Create New Mailbox option.
   3. Click Back to return to the Configure Account Roles dialog box.
5. Click Next to display a confirmation Configure Account Roles dialog box, a sample of which is shown below.
   
6. Confirm your entries and selections.
   • If you need to change an account setting, click Back to return to the Configure Account Roles dialog box.

   • If the settings are correct, click Next to make the changes.

     Note

     During the account configuration, you might need to enter the password for a new account. If a password Configure Account Roles dialog box is displayed, enter and confirm a password for the specified account, and click OK.

     When the account configuration is complete, a results Configure Account Roles dialog box is displayed. This dialog box tells you which parts of the configuration were successful and which failed.

7. ( Optional ) Clear the View Details option if you do not want to review the details of the configuration.

8. Click Done.
   The accounts are configured successfully if the CheckConfiguration parameter in the Exchange application class appears as shown in the following table.

   
   
   CheckConfiguration icon status

   CheckConfiguration icon	Status
   	The account configured successfully. If Exchange is running, the Exchange application class instances are discovered and appear as icons in the PATROL Console.
   	The account did not configure successfully. PATROL does not discover application instances. For troubleshooting tips, see the online Help.

To verify that the Exchange server is discovered

After you have successfully entered the configuration account, verify that your Exchange servers are discovered and that the Exchange icon appears in the PATROL Console. 

From the PATROL Console PatrolMainMap, open the computer window and verify that the Exchange icon is present, as shown in the following figure:

Exchange icon in PATROL Console