Sunday, July 8, 2012

How to Setup Mail Enabled Document Libraries in SharePoint 2010


1. Configuring SMTP on the SharePoint Servers

2. Configuring Exchange 2010 to route mail to SharePoint

3. Configuring Active Directory

4. Configuring SharePoint 2010 Central Admin

5. Document Library Configuration

Part 1

Configuring the SMTP service on SharePoint 2010

The first step we need to do in the setup is to add and configure the SMTP service on one of our SharePoint web front end servers. I will be setting this up on a farm configuration with 2 web front end servers and 1 application server.

The SMTP service is vital for mail flowing into SharePoint so your first port of call is to log onto your chosen SharePoint server and open server manager and navigate to features here we can add the SMTP service.


As you can see from the illustration below after the service is installed the server MAY require a restart in my case this was not needed but it may be needed on your server so please be aware that you may have to have some down time in your setup so plan accordingly.



As you can see from the illustration above the setup of the service is now complete and no restart was required. The next step is to configure the service through IIS manager on the server, for this you will need to use IIS 6.0 manager. Open Server manager | Roles | Add Roles | IIS 6 Management Compatibility through this interface which you can see below we can manage SMTP.


And just as in MOSS 2007, right click on SMTP Virtual Server and choose properties once open click on the access tab and then click the Authentication button “Anonymous Access” should be ticked.


Click OK and then click the Connection button and ensure that “All except the list below” radio button is selected and click OK.


The final button to click is the relay button and make sure that “Only the list below” radio button is selected and also make sure that you see a tick in “Allow all computers which successfully authenticate to relay regardless of the list above”.






Add all SMTP servers (1 t/m 4)



Part 2

Configuring Exchange 2010 to route mail to SharePoint

This task is the same in Exchange 2007 and Exchange 2010.

The first step is to create a new send connector so in Exchange Management Console navigate to Organization Configuration | Hub Transport and click the send connectors tab. In the actions pane on the right click “New send connector”.


Enter a descriptive name and select internal from the dropdown list then click next on the next screen you will have to enter the FQDN’s of your SharePoint server.


Click next; on the next screen enter the IP address of your SharePoint server and make sure that Route mail through the following smart host radio button is selected.


Click next; the next page asks about your authentication settings leave this at the default “None” selection.


Click Next; with all the Exchange roles on one box, the next screen the address of the hub transport server should be picked up automatically during the setup of the send connector but you can add one manually (if you wish).


Click next and then new and finish your send connector for SharePoint is now setup and we can continue to the next step which is to look at the configuration necessary in Active Directory.

Part 3

Configuring Active Directory

The next step is configuring our Active Directory so the first step is to create a new organizational unit to store or contacts. Logon to a domain controller and open up “Active Directory Users and Computers” right click on the domain name and choose New Organizational Unit.


You will notice there is a tick box under the name field this is titled “Protect container from accidental deletion” this is because I am running Windows Server 2008 R2 so if you do not see this do not worry.

After creating the OU we will now move onto permissions and delegation of control.

What we need to do next is delegate control to the Application pool account if you cannot remember which account this is you can find it by logging on to a SharePoint server and opening IIS manager and clicking on application pools.

Once you have this information, In Active Directory right click on the new OU that you created previously and choose Delegate Control… from the sub context menu.


Click next; and click add to and choose the application pool account


Click next; on this screen we will choose “Create a custom task to delegate”.


On this screen choose “This folder existing objects in this folder and creation of new objects in this folder” click next


On the next screen place a tick In “Creation/deletion of specific child objects” also in the main window choose “Create All Child Objects” and also “Delete All Child Objects".


Click next and then finish.

Uitgevoerd op de DC2 (Domain Contoller e-office met t application account van het msfthosting premium domein.

Part 4

Configuring SharePoint 2010 Central Admin

Now we are moving on to the configuration of SharePoint Central administration and the sites to accept e-mail. On your SharePoint server, navigate to Central Admin| System Settings| Configure Incoming e-mail settings


Choose “yes” to enable sites on this server to receive e-mail?

· Choose “Automatic” in the settings mode section

· Choose “Yes” to use the SharePoint Directory Management Service to create distributions groups and contacts (hebben we bij e-office niet gedaan omdat het mail-enablen plaatsvindt in Amsterdam

· Enter your OU container details as an example “OU=TestOU, DC=Home, DC=Server, DC=net”(niet uitgevoerd bij e-office)

· In the SMTP mail server you will need to enter the front end server that has the SMTP service installed.

· And choose the radio button “Accept mail from all e-mail servers”.



Then click OK.

Part 5

Preparing Document Libraries to receive E-mail

Next we will look at how you setup mail enabled document libraries on your sites. Navigate to a site with a document library on that you wish to mail enable click on the title of the library, next in the ribbon click on 'Library' on the ribbon and the click on 'Library Settings' as illustrated below


The configuration is now complete and as long as you have completed the configuration correctly contacts will be created in Active Directory and you will also be able to see these in Exchange System manager one improvement

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