33.2 Kerio Outlook Connector
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## 33.2 Kerio Outlook Connector

Kerio Outlook Connector provides the following features:

- Email, events, notes, contacts and tasks are stored in Kerio MailServer. Therefore, they are available via the Internet from anywhere. You can connect either by MS Outlook, by Kerio WebMail or via another email client.

- Kerio Outlook Connector supports folder management. In MS Outlook, it is possible to create hierarchized folder trees of any depth. Folder sharing, viewing of shared folders and other features are also supported.

- In calendars, meeting scheduling and, in task folders, assigning of tasks to other persons are supported.

- Kerio Outlook Connector allows setting of rules for incoming email. These rules are stored at the server, so they are applied globally — i.e. mail will be sorted in the same way in Kerio WebMail and other email clients.

- Kerio Outlook Connector provides a proprietary antispam strategy.

### Warning

Kerio Outlook Connector cannot be used on the terminal server.

Kerio Outlook Connector also includes Help which can be triggered from the MS Outlook's toolbar (Help → Kerio Outlook Connector Help).

Kerio MailServer, MS Outlook and Kerio Outlook Connector communicate via Microsoft's open MAPI interface. MAPI (Messaging Application Programming Interface) is a versatile interface for email transmission. It is a software interface that enables any MAPI client to communicate with any mailserver (MS Outlook and Kerio MailServer in this case). MAPI is used especially for writing of various modules for MS Outlook.

For proper functionality of the Kerio Outlook Connector, the following services must be running in Kerio MailServer:

- HTTP(S) — the protocol is used for automatic updates of the Kerio Outlook Connector and also for communication with the Free/Busy server.

- IMAP(S) — the MAPI interface uses the IMAP protocol in Kerio MailServer.

- SMTP(S) — the protocol is used for email sending.

### Warning

In addition to the services listed above, it is also necessary to map corresponding ports on the firewall protecting the server. Otherwise, services will not be available from the Internet (for details, see section 2.3 Firewall configuration).

Installation of the Kerio Outlook Connector can be run under Windows 2000 Professional (version Service Pack 4), XP (version Service Pack 1 or Service Pack 2) and Windows Vista (Home, Business, Enterprise or Ultimate editions).

The Windows OS must include Internet Explorer 6.0 or higher.

Kerio Outlook Connector supports the following email clients:

- MS Outlook 2000 + Service Pack 3 (if the service pack version is not installed, Kerio Outlook Connector installation cannot be started)

- MS Outlook XP + version Service Pack 3 (the version of Outlook XP must have this format: `10.0.6515.xyz`).

- MS Outlook 2000 + Service Pack 3 (if the service pack is not installed, Kerio Outlook Connector installation cannot be started)

- MS Outlook 2007 + Service Pack 1

### Note

- All settings relate to Windows XP and MS Outlook 2003. If you use a different version of MS Outlook 2000, the settings may differ (see Kerio MailServer, User's Guide).

- Kerio Outlook Connector provides support for digital signatures. The function and settings for digital signatures are described in standard MS Outlook help.

Specific options and settings of the Kerio Outlook Connector on the client side are focused in the Kerio MailServer 6, User's Guide).

### TIP

If you need to work with your email also offline, replace the standard Kerio Outlook Connector by the Kerio Outlook Connector (Offline Edition) (see chapter 33.1 Kerio Outlook Connector (Offline Edition)).

Installation of the Kerio Outlook Connector can be run either independently or along with Kerio MailServer Migration.

Kerio Outlook Connector is localized for the languages listed in table 33.3 Supported languages.

English | Dutch | Hungarian | Russian
Czech | Croatian | German | Slovak
Chinese | Italian | Polish | Spanish
French | Japanese | Portuguese | Swedish

Table 33.3. Supported languages

Language of the Kerio Outlook Connector is set automatically in accordance with the language version set in MS Outlook. If a language set MS Outlook is not available in the Kerio Outlook Connector, English is used automatically.

### 33.2.1 Installation and configuration without the migration tool

Manual installation of the Kerio Outlook Connector for Kerio MailServer is performed by the installation wizard. Once the installation is completed, it is necessary to set a profile and an email account explicitly.

### Warning

- MS Outlook must be installed on the computer prior to the Kerio Outlook Connector installation, otherwise the application will not function properly.

- When the upgrade or downgrade of MS Outlook is performed, Kerio Outlook Connector must be reinstalled manually.

#### Profile creation

The user profile is a file where personal information in MS Outlook is stored. The profile is essential in the following situations: either the computer is accessed by multiple users and each of them needs his/her own email address and personal settings or a user can access multiple mailboxes and wants to use different personal settings for each of them. Settings for a new profile can be configured in the Start → Settings → Control Panel → Mail menu:

1. In the just opened Mail Setup — Outlook dialog, click on Show Profiles (see figure 33.8 Profile setup).

   Figure 33.8. Profile setup

2. The Mail dialog is opened (see figure 33.9 Creation of a profile) where profiles and user accounts may be administered.

   Figure 33.9. Creation of a profile

3. Click on Add. A dialog box is opened with a blank entry for specification of the new profile's name. Any string is allowed as the name.

4. The new profile is empty (i.e. no email account is created in it). Therefore, the wizard where a new account can be created is started automatically once a new profile is created.

   Figure 33.10. Account settings — creation of new account

   Email accounts or an address book can be added or changed in the first dialog of the wizard. Once you create an account, select — Add a new email account (see figure 33.10 Account settings — creation of new account).

5. In dialog two, select the Additional server types option (see figure 33.11 Account settings — server type selection) and click on Next.

   Figure 33.11. Account settings — server type selection

6. The next step allows selection of a server type. Select Kerio MailServer.

7. In the next step, the settings for Kerio Outlook Connector are defined. This can be done using two tabs in the Kerio Outlook Connector window:

   Figure 33.12. Account settings — connection settings

   Server Name

     DNS name or IP address of the mailserver.

   Secure Password Authentication

     This option allows using the NTLM authentication. When checked, users are not required to set usernames and passwords — the authentication against the Active Directory domain will be used instead authentication through username and password.

     In order for the NTLM authentication to be functional, both the computer as well as the user account have to be parts of the domain used for authentication.

     ### Warning

     NTLM (SPA) can be used only if Kerio MailServer is installed on Windows operating systems.

   Username

     Username used for logging to the MailServer. If the user does not belong to the primary domain, a complete email address is required (`jwayne@company.com`).

   Password

     User password.

   Press the Check connection button to test if correct user data has been specified and if the connection to Kerio MailServer works properly. If the test is finished successfully, a corresponding User Name and Email Address are automatically filled in.

   Figure 33.13. Account settings — ports

   Use the Advanced Settings tab to change some of the communication settings.

   IMAP and SMTP port

     Port used for communication with the server by IMAP and SMTP protocols. The port numbers must be the same as the port numbers set in Kerio MailServer.

   HTTP port

     The HTTP(S) protocol uses the Free/Busy calendar and applications for automatic updates of Kerio Outlook Connector. Port number must be identical with the port number for the HTTP(S) service used by Kerio MailServer.

   Timeout

     Time spent by the application waiting for a response from Kerio MailServer.

   Secured Connection (SSL)

     This option enables the SSL-encrypted communication using IMAP, SMTP and HTTP.

   The Default Values button changes all settings to their default values.

   Connection name

     Kerio Outlook Connector Store is used by default. This name can be changed.

   Name and its visibility, email address and a Reply-To address can be set in the Name tab.

   Figure 33.14. Account settings — sender information settings

   Name

     The name that appears in sent email messages.

   Email Address

     The email address from which the messages are sent.

   Address for replies

     Address to which replies will be sent (the `Reply-To:` item).

     ### Note

     If 2000 is used, changes performed on the Sender tab will take effect after a restart of the application.

8. Click OK to confirm and save the settings and to close the wizard. The profile created can be found in the list provided on the Mail page. Now, two options of profile modes are available (see figure 33.9 Creation of a profile):

   - Always use this profile — this option sets the new profile as default. Then, the profile including the new account is opened automatically upon each startup of MS Outlook.

   - Prompt for a profile to be used — if this option is used, a menu is opened providing a list of all profiles (see figure 33.15 Choose Profile). Upon each startup of MS Outlook, one of these profiles can be selected.

     Figure 33.15. Choose Profile

     ### Warning

     Each MS Outlook profile may be used only by one account connected via Kerio Outlook Connector. Functionality of POP3 and IMAP accounts located in the same profile is not affected by Kerio Outlook Connector Store.

     ### Note

     If you use MS Outlook 2000, make sure that you add Kerio MailServer and MS Outlook Address Book items during configuration. In higher versions of MS Outlook, Outlook Address Book is added automatically.

#### Data file settings

In order for Kerio Outlook Connector to work properly, it is necessary to set the [Kerio Outlook Connector Store] as the default data file. If the file has not been selected automatically before, it can be specified in theTools → Email Accounts→ View or Change Existing Email Accounts menu. The Email Accounts window contains the Deliver new email to the following location option, where Kerio Outlook Connector Store can be selected.

Figure 33.16. Data file settings

Kerio Outlook Connector can also check whether the Kerio Outlook Connector Store is selected as a default message store. By default, the check is enabled and if the Kerio Outlook Connector Store is not selected as a default store when MS Outlook is started, a warning is displayed.

Figure 33.17. The store checking option

This option can be enabled/disabled in the Tools → Options → Preferences menu (with the Kerio Technologies logo).

### 33.2.2 Installation and profile creation using the migration tool

Kerio Outlook Connector can be installed on client hosts during migration of user accounts from MS Exchange to Kerio MailServer. Migration is performed by using a special migration tool, the Kerio MailServer Migration application. Together with the installation, basic settings of the user profile and account are configured. Installation can be performed on all client computers at once. Each user whose mailbox has been migrated receives a message with a link to automatic installation of Kerio Outlook Connector.

Figure 33.18. User profile creator

When the user clicks the link, a dialog is displayed where the e-mail address and password for access to their mailbox must be specified. After the basic settings have been specified, the installation is started. If the installation was completed successfully, profile creation confirmation appears. Check Set it as a default profile to set this profile as the default one. After opening this profile in MS Outlook, a MAPI account named Kerio Outlook Connector Store will be created, where all user folders, messages, events as well as tasks previously used in MS Exchange will be stored.

Figure 33.19. Successful profile creation information

### Note

If Kerio Outlook Connector is installed in MS Outlook 2000, additional configuration of the profile created is necessary. The Outlook Address Book service must be added by hand in the profile.

### Warning

Each MS Outlook profile may be used only by one account connected via Kerio Outlook Connector. Functionality of POP3 and IMAP accounts located in the same profile is not affected by Kerio Outlook Connector Store.

### 33.2.3 Upgrade of the Kerio Outlook Connector

Upgrades of Kerio Outlook Connector are performed automatically. If a new version of Kerio Outlook Connector is available, the module is updated immediately upon the startup of MS Outlook.

When the update is completed, MS Outlook is restarted automatically. The update process and the restart takes up to two minutes.

The automatic update includes check of versions of Kerio MailServer and the Kerio Outlook Connector. If versions of the server and the client do not match, the user is informed that a different version of Kerio MailServer is installed on the server and that the client should be updated (see figure 12.21 Update Checker tab). Upon confirmation by the YES button, the version is upgraded/updated immediately (or downgraded).

Figure 33.20. Version collision notification

If the server and client differ only in their build numbers (numbers in the notification are the same), the client will work even if the update is rejected. If, however, version numbers are different (for example `6.4.0` versus `6.4.1`), Kerio Outlook Connector cannot be started unless updated.

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33.1 Kerio Outlook Connector (Offline Edition) | Contents | Chapter 34 Support for iCalendar