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Working with Exchange Server
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Mac Office Deployment options for Exchange Server
There are different Mac Office deployment options available for integration with an Exchange environment. These options depend on the version of Mac Office and the Mac OS used in an organization and the functionality requirements of users. This document covers the Exchange-integration capabilities of different versions of Mac Office and the Mac OS, and assists administrators in choosing which version to deploy according to the needs of their users.

For general information on working in an Exchange server environment, continue reading this page.

For more detailed technical information on working in an exchange server environment, download the Office 2004 Office Resource Kit.

What Mac Client options are available for Exchange Server
Macintosh customers now have the following six options for operating within Microsoft Exchange Server environments:
  • Microsoft Entourage 2004 for Mac
  • Microsoft Outlook 2001 for Mac
  • Microsoft Entourage X or Entourage 2001 for Mac
  • Outlook Web Access
  • Remote Desktop Connection Client for Mac
  • Virtual PC for Mac

These options are not mutually exclusive. One of the benefits of using Microsoft Exchange Server is that the most important user data is always available on the server. You can use any combination of the preceding six options in your organization. The following chart provides a comparison of the features in each option.

Comparing options for Mac client computers in Exchange Server environments
Criteria of comparison Microsoft Entourage 2004 Microsoft Outlook 2001 for Mac Microsoft Entourage 2001 Outlook Web Access Remote Desktop Connection Client for Mac (RDC) Virtual PC 7.0
Client operating system supported Mac OS X 10.2.8 or later Mac OS 8.6 – 9.x or Mac OS X (10.2.x and earlier) Classic* Mac OS 8.6 – 9.x or Mac OS X Classic required for Entourage 2001 All Mac OS Mac OS X 10.1 or later Mac OS X 10.2.8 or later
Client software required Microsoft Entourage 2004 Microsoft Outlook 2001 Microsoft Entourage 2001 Internet Explorer 5.x RDC (and Outlook for Windows on the RDC machine) Microsoft Virtual PC 7.0 for Mac, Windows, Outlook for Windows
Additional server-side requirements Microsoft Exchange Server 2000 (with Service Pack 2 or later) or later.
The following protocols need to be enabled: HTTP DAV (Outlook Web Access), and LDAP.
None Internet Messaging Protocol (IMAP) needs to be enabled Outlook Web Access needs to be enabled Operating system software support for Remote Desktop Protocol (RDP) None
Support for offline access to data and reminders Yes Yes Yes No No Yes
100% same experience as using Outlook on a Windows-based computer Similar Similar No No Yes Yes
Support for handheld synchronization Yes No Yes No No Yes
Support for scheduling and delegated group calendaring Yes Yes No Yes Yes Yes
Support for Exchange-based e-mail Yes Yes Yes Yes Yes Yes
Support for HTML mail Yes No Yes Yes Yes Yes
Support for other e-mail protocols such as POP, IMAP, and Hotmail Yes No Yes No Yes Yes
Support for .PST files No Yes No No Yes Yes
Support for delegation Yes Yes No Yes Yes Yes
Support for GAL directory search Yes Yes No Yes Yes Yes
More Mac-like Yes No Yes No No No
Requires knowledge of Windows No No No No Yes Yes
Can be used with the other solutions simultaneously Yes Yes Yes Yes Yes Yes

Notes:
  • Classic refers to software included with Mac OS X that you can use to run Mac OS 9 (or earlier) applications.
  • The RDC features are compared using Windows Outlook 2000 or later.
  • Choosing a solution
    The following decision trees can help you decide which solution is right for you, depending on the Mac OS version you prefer to use. Remember, you can use more than one solution at the same time in your organization.

    Setting up Microsoft Entourage 2004 for Mac

    Client-side requirements for Entourage 2004
    • Mac OS X 10.2.8 or later
    • Entourage 2004 for Mac (available as part of Microsoft Office 2004 for Mac)
    Server-side requirements
    • Microsoft Exchange Server 2000 (with Service Pack 2) or later must be installed. This is required for WebDAV support.
    • Outlook Web Access must be installed and active.
    • The following protocols must be enabled: WebDAV (used by Outlook Web Access and Entourage 2004) and LDAP.
    Set up and use the client

    If Entourage 2004 is the best choice for the client, and the preceding requirements are met, then you must configure an Exchange account in Entourage.

    Ensure that the computer is connected to a network that has access to the Exchange server.

    To set up an Exchange account with default settings, use the Account Setup Assistant. The Assistant uses the account ID, password, and domain that you provide to automatically detect the correct settings for an account. The Assistant uses the DNS servers configured in the client Network System Preferences to locate the Active Directory global catalog server authoritative for the domain, and sends an LDAP query using the account ID and password to authenticate the user. In addition to receiving Exchange mail, all Contacts and Calendar items are synchronized with the Exchange server. If a user later decides to exclude some of his or her contacts or Calendar items from synchronization, he or she will be able to do so.

    To set up the client account

    1. In Entourage, on the Tools menu, click Accounts.
    2. Click the Exchange tab, and then click New. (If you see the New Account dialog box, click the Assist Me button.)
    3. Follow the instructions in the Account Setup Assistant.
    4. To set up your account without the Assistant, click Configure account manually.

    Notes:
    • If you want to specify synchronization settings while you are setting up your account, you can configure the account manually. You can also configure the account manually after the Assistant has attempted automatic configuration.
    • If you create more than one Exchange server account, by default all additional accounts will not synchronize Contacts and Calendar items with the Exchange server. To set up additional accounts that synchronize these items, configure the account manually.

    Entourage 2004 offers the best option for Exchange users who are using a Mac with OS X. This Exchange e-mail client provides customers with comprehensive Exchange functionality, including robust e-mail, group calendaring, and support for public folders and delegation in a corporate Mac environment.

    Limitations
    Possible drawbacks to this solution may include the following:
    • Entourage 2004 provides a solution for e-mail, group calendaring, scheduling, Global Address Book, and delegation only. Certain advanced Exchange features such as voting, shared tasks, shared notes, and server-side rules, are not accessible.
    • Entourage 2004 does not provide full public folder or delegation support.
    Additional resources
    For more information about Entourage, go to: http://www.microsoft.com/mac/products/entourage2004/entourage2004.aspx?pid=entourage2004

    Setting up Microsoft Outlook 2001 for Mac

    Client-side requirements
    • Mac OS 8.6 to 9.x or OS X (10.2.x and earlier) Classic
    • Microsoft Outlook 2001 for Mac
    Set up and use the client
    If Microsoft Outlook 2001 is the best choice for the client, and client-side requirements listed previously are met, then you are ready to set up Outlook 2001.
    1. Start Outlook 2001.
    2. In the Microsoft Exchange Server box, type the name of your Exchange server.
    3. In the Mailbox Name box, type your user name.
    4. If you want to access your Exchange account while your computer is not connected to a network, select No for: Is this computer always connected to a network? (Portable and dialup users will probably want to select No.)
    5. Click Test Settings.
    6. Follow the instructions in the Setup Assistant, and then log on to begin using Outlook.
    Limitations
    Possible drawbacks to this solution may include the following:
    • Some users prefer not to run Classic applications in OS X.
    • Certain features, such as portable digital assistant (PDA) synchronization and HTML e-mail editing, are not available.
    • Outlook 2001 cannot access any e-mail accounts other than Exchange accounts. (For example, it cannot access IMAP, POP, and Hotmail accounts.)
    Additional resources
    For more information about Microsoft Outlook 2001 for Mac, go to: http://www.microsoft.com/mac/otherproducts/outlookformac/outlookformac.aspx?pid=outlookformac

    Setting up Entourage X or Entourage 2001 for Mac

    Client-side requirements for Microsoft Entourage 2001
    • Mac OS 8.5 to 9.x
    • Microsoft Entourage 2001 for Mac
    Client-side requirements for Microsoft Entourage X
    • Mac OS 10.1 or later
    • Microsoft Entourage X for Mac
    Server-side requirements for Microsoft Entourage 2001
    • Microsoft Exchange Server 5.5 or later must be installed.
    • IMAP must be enabled on the server. It is on by default only in Exchange Server 2000.
    Server-side requirements for Microsoft Entourage X
    • Microsoft Exchange Server 2000 with Service Pack 2 or later must be installed.
    • IMAP must be enabled on the server. It is on by default only in Exchange Server 2000.
    Set up and use the client
    If Microsoft Entourage is the client, and the preceding requirements are met, then you must configure an e-mail account in Entourage.
    1. Start Microsoft Entourage.
    2. On the Tools menu, click Accounts.
    3. Click the Mail tab, and then click New.
    4. If you receive a message from the Account Setup Assistant, click Configure account manually. If not, then proceed to the next step.
    5. In the Account Name box, type the name for this account, such as Exchange account.
    6. In the Name box, type the user's name.
    7. In the E-mail Address box, type the user's complete e-mail address, such as someone@microsoft.com.
    8. In the Account ID box, type the user's domain and user name in the following format: domain\username
    9. In the IMAP Server box, type the Exchange server's address for this user.
    10. In the Password box, type the password for the user's Exchange account.
    11. In the SMTP Server box, type the Exchange server's address.
    12. Click Click here for advanced sending options.
    13. Select the SMTP server requires authentication check box.
    14. Click OK to save these changes.
    15. To begin sending and receiving messages, click Send & Receive.
    Limitations
    Possible drawbacks to this solution may include the following:
    • Entourage 2001 and Entourage X are currently a solution for basic e-mail only. Advanced Exchange features, such as group calendaring, scheduling, voting, delegation, public folders, shared tasks, and shared notes, are not accessible.
    Additional resources
    For more information about Entourage, go to: http://www.microsoft.com/mac/products/entourage2004/entourage2004.aspx?pid=entourage2004

    You can also find tips on configuring Entourage for Exchange in the Read Me file that accompanies Entourage or here.

    Setting up Outlook Web Access (OWA)

    Client-side requirements for Microsoft Entourage 2001
    • Mac OS 8.1 to 9.x or Mac OS X
    • Internet Explorer for Mac 5.1.6 or 5.2.2
    Server-side requirements
    • Microsoft Exchange Server 2003, Exchange Server 2000 (with Service Pack 2 or later) or Microsoft Exchange Server 5.5 must be installed.
    • Outlook Web Access must be installed and active.
    Set up and use the client
    If Outlook Web Access is the client, and the preceding requirements are met, then there is no additional setup necessary for this solution.
    • To access the Exchange server by using OWA, first start Internet Explorer.
    • Type the address for the OWA Web site into the address bar. The address can be provided by the Exchange server administrator. It usually follows the form:
      http://name_of_exchange_server/exchange
      - or -
      https://name_of_exchange_server/exchange
    • After entering the user name, password, and domain name, you can use the OWA site as you would Microsoft Outlook.
    Limitations
    Possible drawbacks to this solution may include the following:
    • Outlook Web Access does not provide offline access to data.
    • Voting is only available through this view if you are accessing Exchange Server 2003.
    • Notes and tasks may not display properly.
    Additional resources
    For more information about OWA, go to: http://www.microsoft.com/exchange/owa/ 

    Setting up Microsoft Remote Desktop Connection Client for Mac

    Client-side requirements
    • Mac OS X 10.1 or later
    • Remote Desktop Connection Client for Mac
    Server-side requirements
    • Windows 2003 Server Family, Windows 2000 Server Family, Windows NT Server 4.0 Terminal Server Edition, or Windows XP Professional must be installed.
    • Remote Desktop Connection or Terminal Services must be configured and active.
    • Outlook 2000 or Outlook 2002 must be installed and configured on the remote computer.
    Set up and use the client
    If Remote Desktop Connection Client for Mac is the best choice for the client, and the preceding requirements are met, then there is very little setup required to begin using RDC.
    1. Start Remote Desktop Connection Client for Mac.
    2. In the Computer box, type the name of the Windows server or personal computer to use remotely.
    3. Click Connect.
    4. To log in, type your user name, password, and domain name.
    5. On the remote computer, start Outlook.

    When you start RDC, a Windows session is established on a remote computer. This is a viable solution for companies with Mac users who need to collaborate with Windows users using non-Mac applications.

    Limitations
    Possible drawbacks to this solution may include the following:
    • RDC requires a Windows-based computer and is not designed for Mac-only organizations.
    • Users must be familiar with Windows and Outlook for Windows.
    • No offline support is available.
    • The cost of servers may be prohibitive and users may lack server-maintenance skills.
    Additional resources
    For more information about RDC for Mac users, go to: http://www.microsoft.com/mac/otherproducts/otherproducts.aspx?pid=remotedesktopclient

    Setting up Microsoft Virtual PC for Mac

    Client-side requirements
    • Mac clients must be running Virtual PC for Mac version 6 or 7.
    • Mac client must have enough virtual memory to run multiple virtual machines.

    If you select a value less than 32 MB for the virtual RAM setting, which is the lowest recommended amount for most x86-based computers, Virtual PC will display a warning. This warning is displayed regardless of the operating system that is installed on the virtual machine, and may not be relevant for the virtual machine for which you are specifying the setting. Some operating systems, such as MS-DOS, may run correctly with as little as 1 MB. You should determine for yourself the minimum amount of memory required by the operating system installed on the virtual machine. To determine the amount of memory required for a particular operating system, consult the operating system manual.

    Server-side requirements
    • Windows 2003 Server Family, Windows 2000 Server Family, Windows NT Server 4.0 Terminal Server Edition, or Windows XP Professional must be installed and configured on the virtual machine.
    • Outlook 2000 or Outlook 2002 must be installed and configured on the virtual machine.
    Set up and use the client
    To install the version of Windows included with Virtual PC 7, use the Create New PC Assistant to install the virtual machine and Microsoft Windows operating system. Do not use this method to install any other operating system.
    1. In Virtual PC, on the File menu, click New.
    2. On the Select a Setup Method screen, click Install from a Virtual PC for Mac CD, and then click Begin.
    3. Insert the Virtual PC 7 CD into the CD drive of your Macintosh, and then click Continue.
    4. In the Name box, type the name for your virtual machine, such as Windows XP Professional.

      You can either accept the name that is provided, or you can create your own name. If you do not create a name, Virtual PC uses the name of the operating system that you are installing, for example, Windows XP Professional.
    5. To install the configuration information and operating system files for your virtual machine, do one of the following:
      • To accept the default location, click Install.
      • By default, the Assistant installs the configuration information and operating system files for your virtual machine in the User/Documents/Virtual PC List folder on your Macintosh hard disk.
      • To select a different location, click Change Location, select a location, and then click Install.
    6. On the Getting Started screen, click Start Windows.
    Limitations
    • The Virtual PC solution uses a Windows-based operating system and is not designed for Mac-only organizations.
    • Users must be familiar with Windows and Outlook for Windows.
    • No offline support is available.
    • The use of RAM may be prohibitive.
    Additional Resources
    For more information about Virtual PC for Mac, see http://www.microsoft.com/mac/products/virtualpc/virtualpc.aspx?pid=virtualpc.
    Last Updated: August 02, 2004

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