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Replicating Public Folders across Orgs

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Why to replicate public folders?

The most common reason to replicate public folders is to make the public folder data on one Exchange server available locally to another Exchange server.  This allows users connecting to the second Exchange server to access the public folder data without going across the network to the first server.  This type of replication is only available between servers within the same Exchange organization.  It can be configured using Exchange System Manager (ESM).  Another reason to replicate public folders is when a server is being retired.  In this case the public folders on the server being retired need to be replicated, or moved, to another server.  This is also done using ESM when the servers all exist within the same Exchange organization.  Exchange 2003 SP2 makes this second process easy using the Manage Settings Wizard and the ?Replace Server? option.

When a company\organization has more than one Exchange organization or needs to migrate to a new Exchange organization, normally due to a merge or migration from Exchange 5.5, the standard tools do not provide away to migrate public folders across organizations.  In such cases if the organization is fairly small and doesn?t use public folders often they could simply export public folder data to a PST and then import the public folder data into their new Exchange organization.  This method is quick and easy but doesn?t keep public folder data in sync between the two Exchange organizations.  Because of this fact this method will not work for most organizations or migrations.

The Inter-Organization Replication Tool

If an organization has a need to keep users in multiple Exchange organizations for any period of time and wants to have public folder changes replicated between them there is only one real solution from Microsoft.  That solution, or tool, is called the ?Inter-Organization Replication Tool?, which was first released with Exchange 5.5 SP3.  It can be downloaded from Microsoft at: http://www.microsoft.com/technet/prodtechnol/exchange/downloads/2003/tools.mspx.  Its name is a bit misleading since the tool only replicates public folder content between two Exchange servers.  A better name would be something like ?Inter-Organization Public Folder Content Replication Tool.?  In this article I call the tool ?Exchsync? for short.

This tool is made up of two executable.  The first one, exscfg.exe, is used to create a configuration file which defines what public folders should be replicated and the settings used for the replication.  The second one, exssrv.exe, is used to install the service to do the actual replication.  Below I am going to go over basic steps to setup this tool but I am also going to cover the pre-requisites steps needed to get the tool to work correctly.

There is one major limitation of the Inter-Organization Replication Tool.  This is the fact that it does not replicate the permissions set on public folders.  This makes sense since the same accounts, at least their SID, can?t exist in two Exchange 200 x organizations due to the fact that only one Exchange 200x organization can exist within a single forest.  In addition, Microsoft changed the permissions structure on public folders with Exchange 200x.  In the steps below I will cover exporting the public folder permissions to a file which can be referenced later when manually recreating the permissions.

In this article I won?t be covering all the details on setting up the Inter-Organization Replication Tool since these are covered in the documentation included with the tool.  What I will be coving is what needs to be done to prepare Exchange for the tool to work and what needs to be done after the tool is configured, mainly settings the permissions on the target folders.

 

Click here to get the Files mentioned in this article.

 

Replicating Public Folders across Orgs

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Copyright Stephen Bryant 2008