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Checklist of Prerequisites
| • | Your system conforms to the minimum system requirements detailed in the System Requirements section. |
| • | You are logged into the target server as the Service Account to download, install, and operate the FolderMatic software. |
| • | The Service Account is part of the local Administrators of the local server and the Exchange Server. This does not mean that the Service Account is a part of the Domain Administrators group, just "Administrators" and an administrator of the local box and Exchange box (if different). If the Cloning Server is a Domain Controller, then it will automatically be a local administrator (if the domain administrator is part of the local administrators group). |
| • | You have made a Security Group and added to the top level of the Exchange Organization or specifically to the mailboxes and public folders with full control. To facilitate this, follow the instructions in the Mailbox Management through Outlook section. |
| • | There are no group policies which prohibit the installation of software even though the user is an Administrator of the local server. The groups the Service Account has been granted memberships have only those specified, unless special circumstances apply to your particular installation. |
| • | If this is the Exchange Server, then CDO is already installed. If this is a File Server, we suggest installing the same version of Exchange System Manager as your Exchange Server. We strongly suggest installing Exchange System Manager of the same version (from your original Exchange media) and doing all Microsoft Updates. |
Also, best practices suggest that Outlook's CDO NOT be installed on the Exchange Server, and if it is, it is best to remove it first before the installation of FolderMatic. Uninstall Outlook CDO and then reinstall Exchange System Manager from the Exchange Server disks and then go to Microsoft update and do all their updates and then reboot. This will fix your Exchange Server so it is using the correct version of CDO. After uninstall, it may be necessary to reregister the Exchange version of CDO after an Outlook CDO uninstall from the Exchange Server.
| • | When you open FolderMatic and create a Folder to create you must immediately be able to connect to your Exchange Server. You cannot install, configure, and upgrade this program when Exchange is offline. |
| • | Download the FolderMaticSetup.zip file from www.DidItBetter.com Downloads section and unzip the file. Tip: Do not install programs from the Desktop. Make a directory on the drive with the most space, something called like Zlibrary\Add2Exchange. Unzip the file in that location and make a shortcut to the desktop. Install the program from there. |
| • | Make sure you are logged on as the Service Account. This avoids the #1 most common error. |
| • | Run the FolderMaticSetup.msi program. |
| • | You will be prompted for location, accept the default. |
| • | You will be prompted for the FolderMatic Log in account. |
| • | You will also be prompted for the Exchange Server where the mailboxes and Public folders are installed. Select the Exchange Server (or Exchange Cluster name) and accept. |
| • | After Install, logged on the FolderMatic server as the Service Account: Open the FolderMatic Console. If you have any issues opening up the Console, visit our FolderMatic Technical Bulletins area at www.DidItBetter.com or call and schedule a Remote Support case. |
| • | Add a new Folder Relationship through the FolderMatic Console. |
| • | Choose your Source Mailbox make the folder structure you desire to Clone. |
| • | Choose your Relationship Characteristics – refer to the section Folder Rules in this manual. |
| • | Pick the mailboxes the Folders should be cloned to. |
Try FolderMatic FREE for 21 days, 21 relationships and but only one at a time and enjoy almost effortless creation!
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