Tài liệu Module 12: Configuring Instant Messaging docx

Contents Overview 1 Introduction to Instant Messaging 2 Installing and Configuring Instant Messaging 12 Instant Messaging Operations and Considerations 21 Lab A: Configuring and Us

Contents

Overview 1

Introduction to Instant Messaging 2

Installing and Configuring Instant

Messaging 12

Instant Messaging Operations and

Considerations 21

Lab A: Configuring and Using

Exchange 2000 Instant Messaging 28

Review 34

Module 12: Configuring Instant Messaging

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Program Manager: Steve Thues

Product Manager: Megan Camp

Instructional Designers: Bill Higgins (Volt Technical), Jennifer Morrison, Priya Santhanam

(NIIT (USA) Inc), Samantha Smith, Alan Smithee

Instructional Software Design Engineers: Scott Serna

Subject Matter Experts: Krista Anders, Megan Camp, Chris Gould (Global Logic Ltd),

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Instructor Notes

This module provides students with the information necessary to install and

configure Instant Messaging

After completing this module, students will be able to:

! Describe how Instant Messaging works and how it is configured

! Identify and describe the components of Instant Messaging

! Install and configure Instant Messaging server components and Instant Messaging clients

! Describe the Instant Messaging process and identify security considerations

! Identify best practices for working with Instant Messaging

Materials and Preparation

This section provides the materials and preparation tasks that you need to teach this module

Required Materials

To teach this module, you need the following materials:

! Microsoft PowerPoint® file 1572A_12.ppt

Preparation Tasks

To prepare for this module, you should:

! Read all the materials for this module

! Complete the labs

Presentation:

60 Minutes

Lab:

45 Minutes

Module Strategy

Use the following strategy to present this module:

! Introduction to Instant Messaging This section describes how Instant Messaging works, outlines the settings available, and defines the terminology associated with Instant Messaging

! Instant Messaging Components This section describes the overall architecture of Instant Messaging and provides details about the server and client and their relationship to Windows 2000 Emphasize the improvements in the architecture over the design of Microsoft Exchange Server 5.5

! Installing and Configuring Instant Messaging This section describes how to install Instant Messaging and discuss how to configure the features associated with Instant Messaging

! Instant Messaging Operations and Considerations This section describes the security considerations associated with using Instant Messaging Explain the various operations that take place on the server or client running Instant Messaging to send and receive messages

! Best Practices This topic provides some guidelines to use when planning and deploying Instant Messaging

Customization Information

This section identifies the lab setup requirements for a module and the configuration changes that occur on student computers during the labs This information is provided to assist you in replicating or customizing Microsoft Official Curriculum (MOC) courseware

The lab in this module is also dependent on the classroom configuration that is specified in the Customization Information section at the

end of the Classroom Setup Guide for course 1572A, Implementing and Managing Microsoft Exchange 2000

! Complete the labs for Module 2, “Installing Microsoft Exchange 2000,” in course 1572A, Implementing and Managing Microsoft Exchange 2000

! Install Exchange 2000 at D:\Program Files\Exchsrvr on each server into an organization named Northwind Traders Components installed are Microsoft Exchange Messaging and Collaboration Services, Microsoft Exchange System Management Tools, and Microsoft Exchange Instant Messaging Service Have the students create a custom MMC in the C:\Documents and Settings\All Users\Desktop that is saved as your_firstname Console The MMC contains the Active Directory Users and Computers snap-in and the Exchange System snap-in

! Complete the labs for Module 3, “Administering Microsoft Exchange 2000,” in course 1572A, Implementing and Managing Microsoft Exchange

! Each student’s your_username account is enabled for instant messaging

! The MSN Messenger client that ships with Exchange 2000 is installed and configured by each student

Overview

! Introduction to Instant Messaging

! Instant Messaging Components

! Installing and Configuring Instant Messaging

! Instant Messaging Operations and Considerations

! Best Practices

Traditional e-mail systems cannot transfer dynamic data and information on demand For these functions, users still rely on the telephone Users can also use Instant Messaging in such situations Instant Messaging provides real-time collaboration services in Microsoft® Exchange 2000 It provides the immediacy

of the telephone with the functionality of e-mail Instant Messaging is a collaboration service that is designed for individual users who want to have real-time, one-to-one conversations

After completing this module, you will be able to:

! Describe the function and configuration of Instant Messaging, including identifying and describing the components of Instant Messaging

! Install and configure Instant Messaging server components and Instant Messaging clients

! Describe the Instant Messaging process and identify security considerations

! Identify best practices for working with Instant Messaging

In this module, you will learn

how you can use the Instant

Messaging component of

Exchange 2000 to enable

real-time conversations

# Introduction to Instant Messaging

! Basics of Instant Messaging

! Instant Messaging Terminology

Instant Messaging offers a fast and simple way for users to communicate in real-time It provides an alternative to e-mail and telephone However, before you install and configure Instant Messaging, you should be familiar with the basic concepts and terms associated with Instant Messaging

Topic Objective

To introduce this topic

Lead-in

You can use Instant

Messaging to hold real-time

conversations

Basics of Instant Messaging

Online Online

Online

Busy

User1 says:

Hi User2 says:

Hi User1 says:

How are you?

User1 says:

Hi User2 says:

Hi User1 says:

How are you?

Instant Messaging enables you to send messages and receive an immediate response from the recipient The major difference between e-mail and instant messages is that instant messages are not kept in the Exchange 2000 store After

a message disappears from the screen, it is gone forever

Sending and Receiving Messages

To send and receive instant messages, users must install an Instant Messaging client, such as MSN Messenger Users can start the client automatically as soon

as they log on and keep it open in the corner of the screen all day For example, members of a virtual team may need to deliver information instantaneously, or friends may want to communicate without composing and sending e-mail

Presence Information

With Instant Messaging, you can identify when other people are online, out of

the office, or not receiving calls This is called presence information When you

are online, a status notification is sent to the Instant Messaging server, which passes the information to other members of the team or interested parties This means that a user logging on to the network can quickly find out who else is online

You can track the presence of co-workers, contacts, and friends as an Instant Messaging contact You just need to list the people whose presence you want to track in the Instant Messaging client You will be notified when any of these contacts you listed log on

Topic Objective

To describe Instant

Messaging and to outline

the presence settings

Selecting Presence Settings

There are seven presence settings that you can choose from on your Instant Messaging client:

! Invisible This setting prevents your presence information from being displayed even though you are logged on

Automatic Presence Settings

If you do not specify one of the presence settings listed above, the Instant Messaging client uses one of the following two automatic presence settings:

! Idle When there has been no activity at your keyboard for a given time, the

screen saver trigger is activated and your status is set to idle It switches back to online when you touch a key

! Offline Your status is set to offline when you are not logged on to the

Instant Messaging server

Instant Messaging Terminology

Instant Messaging Home Server

Instant Messaging Router

Instant Messaging Domain

Instant Messaging Transport and Message Format

Rendezvous Protocol

Each Instant Messaging domain contains a virtual server

Instant Messaging Home Server

Home servers host the Instant Messaging user accounts Home servers also store status information for users assigned to that particular server Each Instant Messaging domain must contain at least one home server

Instant Messaging Router

An Instant Messaging router receives instant messages, determines their destination home server, and forwards the messages to user accounts on the home server

Instant Messaging Domain

An Instant Messaging domain is a logical collection of Instant Messaging users and servers represented by a virtual server If there is only one home server, then it also functions as the Instant Messaging router In such a case, the fully qualified domain name (FQDN) of the home server is the same as the Instant Messaging domain name However, if there are two or more Instant Messaging home servers, you need to configure an Instant Messaging router In this case, the FQDN of the router is the same as the Instant Messaging domain name Instant Messaging routers can have Domain Name System (DNS) host names that are visible to Internet users

Topic Objective

To define terms used in

Instant Messaging

Lead-in

There are several terms that

you need to be familiar with

before you install and

configure Instant

Messaging

Instant Messaging Transport and Message Format

All Instant Messaging communication takes place over Hypertext Transfer Protocol (HTTP) The message format is Extensible Markup Language (XML)

Rendezvous Protocol

All Instant Messaging communication between clients and servers takes place

by using the rendezvous protocol (RVP) RVP is an extended subset of HTTP Distributed Authoring and Versioning (HTTP-DAV), which is an extension to HTTP 1.1

Developers can use RVP within their applications to access the Instant Messaging presence data for other uses

# Instant Messaging Components

! Instant Messaging Server Components

! Instant Messaging Client Components

! Instant Messaging Dependencies on Windows 2000

The Instant Messaging architecture includes components located both at the client and the server The Instant Messaging server and client also rely on Windows 2000 to provide DNS and security It is important to understand the server and client components Instant Messaging uses as well as the

dependencies between Instant Messaging and Windows 2000 so that you can more effectively configure and troubleshoot Instant Messaging

Topic Objective

To introduce this topic

Lead-in

Instant Messaging uses

components on both the

server and the client side of

the transaction

Instant Messaging Server Components

Exchange System Manager

Exchange System Manager

Messenger Client UI

Messenger Client UI

Active Directory

Active Directory

Internet Information Services

DNS

Exchange MSN

Server Application Layer

Server Application Layer

Firewall Topology

Firewall Topology

Locator

Node Database

The Instant Messaging server runs as part of the Inetinfo.exe process of Internet Information Services (IIS) in Microsoft Windows® 2000 The Instant

Messaging server is implemented as an Isapi.dll

Server Application Layer

The server application layer performs the majority of the work, such as lookups

in the Active Directory™ directory service, presence notification, and communication with other server-side Instant Messaging components and Active Directory

The firewall topology retains information about each computer running Instant Messaging, including whether it is inside or outside of the firewall It also maintains information about how to get through the firewall Firewall topology contains information about the Internet Protocol (IP) addresses that are inside the firewall based on whether a given source IP can connect to a given destination IP, and whether a proxy server is required

The Instant Messaging

server is composed of five

major components

Locator

The locator dispatches messages to the correct home server when the messages are passed through the Instant Messaging router

Exchange System Manager

You can use Exchange System Manager to configure Instant Messaging, configure the Instant Messaging home servers, and configure the Instant Messaging routers

Instant Messaging Client Components

Messenger Client UI

Messenger Client UI

Exchange Client UI

Exchange Client UI

MSN Client UI

MSN Client UI

Exchange System Manager

Exchange System Manager

Active Directory

Active Directory

Internet Information Services

DNS

Server Application Layer

Server Application Layer

Firewall Topology

Firewall Topology Locator

Node Database

You use the Instant Messaging client to log on to a computer running Exchange

2000 running the Instant Messaging service, and communicate with other users The Instant Messaging client includes the following components:

! Messenger Client User Interface (UI)

Users can use the Instant Messaging client to log on to an Instant Messaging

server, configure security, and configure support for other accounts

! Accounts

An Exchange Instant Messaging account is a user attribute that is enabled within Active Directory Users and Computers A MSN Instant Messaging account is automatically created when a user establishes a hotmail or an MSN account

You use the Instant

Messaging client to log on to

the Instant Messaging

server and communicate

with other Instant

Messaging users

Delivery Tip

If you have Internet access,

demonstrate how to connect

to the MSN Messenger

Service

Instant Messaging Dependencies on Windows 2000

Exchange System Manager

Exchange System Manager

Internet Information Services

Server Application Layer

Server Application Layer

Firewall Topology

Firewall Topology Locator

Node Database

Messenger Client UI

Messenger Client UI

Active Directory

Active Directory

Internet Information Services

Internet Information Services DNS

Exchange MSN

Exchange Instant Messaging is dependent on Windows 2000 for several important functions provided by Active Directory, IIS version 5.0, and DNS records

Active Directory

You can use Active Directory Users and Computers to enable Instant Messaging for user accounts It is not necessary to create a separate user account for Instant Messaging

Active Directory also ensures a secure connection to Instant Messaging servers

by requiring users to provide their Active Directory user identification and password Active Directory uses this information to authenticate the user If the authentication is successful, the user is allowed to log on to the Instant

Messaging server

Internet Information Services

Instant Messaging clients connect to the IIS service using the instmsg alias when logging on to an Instant Messaging server

# Installing and Configuring Instant Messaging

! Configuring Server Components

! Enabling Users

! Installing Instant Messaging Clients

! Configuring Instant Messaging Clients

! Configuring DNS

You can install Instant Messaging as an optional component when you install Exchange 2000 During installation, the Active Directory schema is updated with new classes and attributes to support Instant Messaging After Instant Messaging is installed, you can configure Instant Messaging by using Exchange System Manager

Topic Objective

To introduce this topic

Lead-in

Instant Messaging Service

is installed as part of the

Exchange 2000 Setup

program

Configuring Server Components

Virtual Servers

Router Home Server

! Home server To create a virtual server as an Instant Messaging home server, give it the same DNS name as the FQDN of the Instant Messaging home server

Firewall Topology

You can configure the firewall topology for an Exchange organization by using the Global Settings object within the Exchange System Manager You need to identify:

! Which IP address ranges are protected by the firewall

! The address of the HTTP proxy server you want to use for outbound

Topic Objective

To describe the various

roles of virtual servers in

Instant Messaging

Lead-in

Instant Messaging virtual

servers are created using

the Exchange System

Manager MMC snap-in

Delivery Tip

Demonstrate how to create

an Instant Messaging virtual

Authentication

Instant Messaging supports both Integrated Windows and Digest Authentication The client will attempt to use Integrated Windows when a user logs on to the Instant Messaging server However, if the user logs on through a proxy server, the administrator should disable Integrated Windows

authentication and use Digest Authentication

After you have created an Instant Messaging virtual server, the Instmsg alias will be created automatically You can configure the Instmsg alias to use either Integrated Windows or Digest Authentication by using the Internet Information Services MMC snap-in

If you use Digest Authentication, you must configure user passwords to be stored using reversible encryption You can configure the password on a per user basis, or by using a Default Domain Policy

Important

Enabling Users

Instant Messaging Domain URL User@im.nwtraders.msft

Instant Messaging Domain URL

User@im.nwtraders.msft

Instant Messaging Home Server URL //im.vancouver.nwtraders.msft/instmsg/local/im.nwtraders.msft

Instant Messaging Home Server URL

//im.vancouver.nwtraders.msft/instmsg/local/im.nwtraders.msft

Instant Messaging Router

DNS Host Name im.nwtraders.msft/instmsg/aliases

Instant Messaging Router

DNS Host Name

im.nwtraders.msft/instmsg/aliases

Home Server

DNS Host Name im.vancouver.nwtraders.msft/instmsg/local/im.nwtraders.msft

When you enable a user, you need to specify the Instant Messaging home server that will host the user This creates the following two Uniform Resource Locators (URLs) for each user:

! Instant Messaging Home Server URL This HTTP address points to the Instant Messaging home server where the user’s information is stored For example, the user Suzan Fine at Northwind Traders, who is an Instant Messaging user on the Vancouver server in an

Exchange organization whose Instant Messaging_Domain is

im.nwtraders.msft, would have the following home server URL:

http://im.vancouver.nwtraders.msft/instmsg/local/im.nwtraders.msft/instmsg/aliases/suzan

! Instant Messaging Domain URL This HTTP address points to the Instant Messaging router for the Instant Messaging domain The user, Suzan Fine, would have the following domain URL:

You enable individual users

for Instant Messaging by

using Active Directory Users

and Computers