Decipher delegation Nine things you should know

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Presentation transcript:

Decipher delegation Nine things you should know 5/27/2018 2:59 PM BRK3007 Decipher delegation Nine things you should know James Poolton- Microsoft Ståle Hansen - CloudWay © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

About me - James Poolton 5/27/2018 2:59 PM About me - James Poolton I work @ Microsoft in CxD I live I play I like © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

About me – Ståle Hansen I founded CloudWay and is a I live 5/27/2018 2:59 PM About me – Ståle Hansen I founded CloudWay and is a Principal Cloud Architect I live I like I am Office Servers and Services MVP @StaleHansen © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda 1) What is delegation 2) Meeting scenarios 3) Calling scenarios 5/27/2018 2:59 PM Agenda 1) What is delegation 2) Meeting scenarios 3) Calling scenarios 4) Planning considerations 5) Migration considerations 6) Client considerations 7) Configuring delegation 8) Troubleshooting 9) Best Practices © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

1 What is delegation Delegation is sometimes referred to as boss/admin 5/27/2018 2:59 PM 1 What is delegation Delegation is sometimes referred to as boss/admin Delegator - aka “the boss” Delegate - aka “the admin” Delegation can be used to Setup meetings on behalf of the delegator Place and receive phone calls on behalf the delegator © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Feedback from the field 5/27/2018 2:59 PM 1 Feedback from the field Proper planning for delegation can make or break success in your deployments (plan in advance) Admins (delegate) often are key influencers in their organizations and need extra training Delegation often overlooked © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2 Meeting scenarios How does it work to schedule a meeting 5/27/2018 2:59 PM 2 Meeting scenarios How does it work to schedule a meeting How does it work for the delegator to join a meeting (what if they are dialing in via PSTN, will they need organizer ID) Any other “meeting” considerations © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Ability to schedule meetings on behalf 5/27/2018 2:59 PM 2 Ability to schedule meetings on behalf Delegator needs Audio Conferencing (PSTN Conferencing) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Make sure you select delegator calendar before booking meeting 2 Make sure you select delegator calendar before booking meeting

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3 Calling Scenarios Inbound p2p and PSTN calls 5/27/2018 2:59 PM 3 Calling Scenarios Inbound p2p and PSTN calls Outbound p2p and PSTN calls Forward Calls SimRing Call on Behalf of Send to Voicemail Reply with IM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Requires Phone System (CloudPBX) 3 Requires Phone System (CloudPBX) Dial out reuires Calling Plan (PSTN Calling)

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3 Creative scenario What if, the boss does not want admins to receive Skype to Skype calls, but only PSTN calls? Turn off simring Set up a Call Queue have them display the Call Queue number as outbound number Caller ID number When someone calls back, it will call the Call Queue and the admin gets presented the call

Planning Considerations 5/27/2018 2:59 PM 4 Planning Considerations What do we need to think about prior to a deployment in terms of call delegation Do we have existing delegate/delegator relationships in Exchange Do any of these relationships exist outside of exchange (i.e. configured on traditional phone setup) Training! Determine existing relationships Admin setup End user setup © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Migration Considerations 5/27/2018 2:59 PM 5 Migration Considerations When migrating to Exchange or Office 365, make sure you know who your delegated accounts are We also need to think about the implications of migrating to Skype for Business online for users who have delegate relationships Make sure to migrate delegator and delegate at the same time © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5 Get-Mailbox -RecipientTypeDetails UserMailbox 5/27/2018 2:59 PM 5 Get-Mailbox -RecipientTypeDetails UserMailbox | Get-CalendarProcessing | Where {$_.ResourceDelegates} | Format-List Identity,ResourceDelegates © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Stale delegates or stale managers 5 Stale delegates or stale managers A stale delegate and managers are objects that is not mail-enabled To discover managers with stale delegates use this script by MVP Paul Cunningham https://github.com/cunninghamp/Find-StaleDelegates.ps1/blob/master/Find-StaleDelegates.ps1 To discover delegates with stale managers you can use this script by MVP Paul Cunningham https://github.com/cunninghamp/Find-StaleManagers.ps1

Client Considerations 5/27/2018 2:59 PM 6 Client Considerations Both Outlook and Skype for Business clients should to be at the same version Boss Client EV Skype Delagation Comments  Mac No Fails To delegate the boss would need to sign-in on PC and sets up delegation on PC for initial delegation to work or sign-in on PC after delegation has been setup on Mac to allow settings to propagate. Yes Pass Will need to add user to “Delegate” group in Skype and separately as Exchange delegate in Outlook PC Will need to Make sure MAPI is connected and newly set up delegate in Exchange via Outlook Can use the same method as non EV PC user. Also can go into options - Call Forwarding, and set up Skype Delegation with "Edit my delegate members". note the second option only delegates Skype, Exchange delegation will need to be either already set up or set up seperately after to schedule on calendar. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Configuring Delegation 5/27/2018 2:59 PM 7 Configuring Delegation Can be configured by an admin in Exchange Configuration of delegation is mostly a user driven activity Two places to configure (Outlook and SfB Client) Note SfB Client configuration option only available with EV or CPBX license - Delegation request comes from the delegator’s machine © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8 Troubleshooting Covering meeting scheduling scenario Online only 5/27/2018 2:59 PM Troubleshooting Covering meeting scheduling scenario Online only How should it work What can go wrong How to diagnose trouble areas 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

A problem 8

How Exchange Delegate Sync Works 5/27/2018 2:59 PM How Exchange Delegate Sync Works Step Who Action Client 1 Delegator Add delegate Outlook 2 Verify client policy SfB Client 3 Look up delegates 4 Send SIP SERIVCE message 5 Receive SIP NOTIFY message 6 Delegate 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8 Add delegate How What can go wrong 5/27/2018 2:59 PM Add delegate 1 2 3 4 5 6 How Delegator uses Outlook to add the delegate What can go wrong Misconfigured delegate setup (user behavior) Check that delegator has added delegate correctly Verify with MFCMAPI or delegator’s outlook client 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Add delegate Verify Delegate Setup - Outlook 1 2 3 4 5 6 File/Account Settings/Delegate Access 8

Add delegate Verify Delegate Setup - MFCMAPI 1 2 3 4 5 6 Session/Logon Right click, open Store Expand root, expand IPM_SUBTREE Right click Calendar, other tables, ACL table Right click on PR_ENTRYID Choose “Open as entry id or object” Click OK Double click on “PR_EMS_AB_PROXY_ADDRESSES” 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8 Verify client policy How What can go wrong 1 2 3 4 5 6 How Delegator’s client verifies policy Content-Type: application/vnd-microsoft-roaming-provisioning-v2+xml <property name="EnableExchangeDelegateSyncUp">true</property> What can go wrong Incorrect client policy Verify via powershell or UCCAPI log file Default client policy should be $True 8

Verify client policy Using PowerShell 1 2 3 4 5 6 PS get-csonlineuser sip:bossone@decanada.onmicrosoft.com | select clientpolicy PS Get-CsClientPolicy Global | select EnableExchangeDelegateSync PS Get-CsClientPolicy tag:MYCUSTOMPOLICY | select EnableExchangeDelegateSync 8

Verify client policy Viewing UCCAPI log file 5/27/2018 2:59 PM Verify client policy Viewing UCCAPI log file 1 2 3 4 5 6 Find SUBSCRIBE message (microsoft-roaming-provisioning) Examine corresponding 200 OK <provisionGroup name="endpointConfiguration"> <property name="EnableExchangeDelegateSyncUp">true</property> Make sure the to: line corresponds to the boss To: sip:bossone@decanada.onmicrosoft.com_ 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SfB Client Looks Up Delegates 5/27/2018 2:59 PM SfB Client Looks Up Delegates 1 2 3 4 5 6 How UcMapi.exe runs on the delegator’s machine to look up the delegate list What can go wrong Incorrect profile. UCMapi.exe uses the default profile Need to verify delegator’s Outlook configuration MAPI error. Need to verify MAPI status in delegator’s SfB client Analyze delegator’s .etl files (Microsoft Support) Both delegator and delegate must be homed in same forest 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Look up delegates Verify Outlook Configuration 1 2 3 4 5 6 8

Look up delegates Verify MAPI status 5/27/2018 2:59 PM Look up delegates Verify MAPI status 1 2 3 4 5 6 Notes It can take 30-60 seconds for MAPI to completely connect UcMapi.exe will not close when you “sign out of a profile” To force UcMapi to start again you must exit the Skype client completely MAPI in process MAPI has connected yet in error state MAPI connected and OK UcMapi.exe running 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Look up delegates Support can analyze client .etl file 5/27/2018 2:59 PM Look up delegates Support can analyze client .etl file 1 2 3 4 5 6 Microsoft Support Search For “Sync delegate from exchange” “MapiServiceManager::SyncDelegatesFromExchange” “Add delegate from exchange calendar” 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Look up delegates Support can analyze UCMAPI .etl file 1 2 3 4 5 6 Microsoft Support Search For “MAPI has been successfully initialized” 8

Send SIP SERIVCE message 5/27/2018 2:59 PM Send SIP SERIVCE message 1 2 3 4 5 6 How Delegator’s client sends SIP SERVICE message to SfB Server. Server Responds with a 200 OK What can go wrong Delegator is using basic client Examine UCCAPI log file for valid SIP SERVICE and 200 OK 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Send SIP SERIVCE message Examine UCCAPI log 5/27/2018 2:59 PM Send SIP SERIVCE message Examine UCCAPI log 1 2 3 4 5 6 Search for delegate’s SIP URI Note the Call-ID Filter snooper for this Call-ID This will reveal response 200 OK 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Receive SIP NOTIFY message (Delegator) 5/27/2018 2:59 PM Receive SIP NOTIFY message (Delegator) 1 2 3 4 5 6 How Delegator’s client receives SIP NOTIFY message Content-Type: application/vnd-microsoft-roaming-self+xml Newly added delegate should now appear What can go wrong Not much Examine UCCAPI log file for valid SIP NOTIFY message 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Receive SIP NOTIFY message (Delegator) Examine UCCAPI log 5/27/2018 2:59 PM Receive SIP NOTIFY message (Delegator) Examine UCCAPI log 1 2 3 4 5 6 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Receive SIP NOTIFY message (Delegate) 5/27/2018 2:59 PM Receive SIP NOTIFY message (Delegate) 1 2 3 4 5 6 How Delegate’s client receives SIP NOTIFY message Content-Type: application/vnd-microsoft-roaming-self+xml Newly added delegator appears as “subscriber” What can go wrong Not much Examine UCCAPI log file for valid SIP NOTIFY message 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Receive SIP NOTIFY message (Delegate) Examine UCCAPI log 5/27/2018 2:59 PM Receive SIP NOTIFY message (Delegate) Examine UCCAPI log 1 2 3 4 5 6 8 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices 9 Always ensure the delegator/delegate are on the same Outlook and Skype for Business version When MAPI shows “unavailable” try first recreating the Outlook profile on the delegators workstation Confirm default profile Office Repair Old Rules to Ex-Employees Schedule time with the delegator!

Additional references 5/27/2018 2:59 PM Additional references Delegation Prompts https://support.microsoft.com/en-us/help/3043678/lync-2013-and-skype-for-business-2016-users-are-prompted-with-you-have No Delegation https://support.microsoft.com/en-us/help/3139936/no-delegation-relationship-in-lync-2013-skype-for-business-even-though MAPI errors https://support.microsoft.com/en-us/help/3147130/mapi-unavailable-error-in-skype-for-business-2016-client New location of MFCMAPI - https://github.com/stephenegriffin/mfcmapi Premal’s Blog https://blogs.technet.microsoft.com/nexthop/2012/08/20/lyncmd-troubleshooting-delegate-permissions-issues-in-lync-2010/ © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Please evaluate this session Tech Ready 15 5/27/2018 Please evaluate this session From your Please expand notes window at bottom of slide and read. Then Delete this text box. PC or tablet: visit MyIgnite https://myignite.microsoft.com/evaluations Phone: download and use the Microsoft Ignite mobile app https://aka.ms/ignite.mobileapp Your input is important! © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/27/2018 2:59 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.