How to Manage Mobile Devices by Using Configuration Manager and Exchange
Updated: May 14, 2015
Use the Exchange Server connector in System Center 2012 Configuration Manager when you want to manage mobile devices that connect to Exchange Server (on-premises or online) by using the Microsoft Exchange ActiveSync protocol, and you cannot enroll them by using Configuration Manager. When you manage mobile devices by using the Exchange Server connector, this does not install the Configuration Manager client on the mobile devices. Some management functions are therefore limited. For example, you cannot install software on these devices or use configuration items to configure these devices. For more information about the various management capabilities that you can use with Configuration Manager for mobile devices, see Determine How to Manage Mobile Devices in Configuration Manager.
Before you install the Exchange Server connector, confirm that Configuration Manager supports the version of Microsoft Exchange that you are using. For more information, see Supported Configurations for Configuration Manager.
When you use the Exchange Server connector, the mobile devices can be managed by the settings that you configure in Configuration Manager instead of being managed by the default Exchange ActiveSync mailbox policies. Define the settings that you want to use in the following group settings: General, Password, Email Management, Security, and Application. For example, in the Password group setting, you can configure whether mobile devices require a password, the minimum password length, password complexity, and whether password recovery is allowed.
When you configure at least one setting in the group, Configuration Manager manages all settings in the group for mobile devices. If you do not configure any setting in a group, Exchange continues to manage the mobile devices for those settings. Any Exchange ActiveSync mailbox policies that are configured on the Exchange Server and assigned to users will still be applied.
You can also configure the Exchange Server connector to manage the Exchange access rules and allow, block, or quarantine mobile devices. You can remotely wipe mobile devices by using the Configuration Manager console, and users can remotely wipe their mobile devices by using the Application Catalog.
A user’s mobile device appears in the Application Catalog automatically when the Exchange Server connector manages it and the Exchange Server is on-premises. When you configure the Exchange Server connector for Microsoft Exchange Online, you must manually configure user device affinity for the user’s mobile device to appear in the Application Catalog. For more information about how to manually configure user device affinity, see How to Manage User Device Affinity in Configuration Manager in the Deploying Software and Operating Systems in System Center 2012 Configuration Manager guide.
If you manage a mobile device by using the Exchange Server connector and the mobile device is transferred to another user, delete the mobile device from the Configuration Manager console before the new owner of the mobile device configures his or her Exchange account on this transferred mobile device.
You must have the following security permissions to configure the Exchange Server connector:
To add, modify, and delete the Exchange Server connector: Modify permission for the Site object.
To configure the mobile device settings: ModifyConnectorPolicy permission for the Site object.
The Full Administrator security role includes the required permissions to configure the Exchange Server connector.
You must have the following security permissions to manage mobile devices:
To wipe a mobile device: Delete resource for the Collection object.
To cancel a wipe command: Modify resource for the Collection object.
To allow and block mobile devices: Modify resource for the Collection object.
The Operations Administrator security role includes the required permissions to manage mobile devices by using the Exchange Server connector.
For more information about how to configure security permissions, see Configure Role-Based Administration.
Use the following procedure to install and configure an Exchange Server connector to manage mobile devices. Configuration Manager supports only one connector in an Exchange organization. After you complete these steps, you can monitor the mobile devices that are found and managed by the connector when you view the collections that display mobile devices, and by using the reports for mobile devices.
Configuration Manager generates names for the mobile devices that it finds by using the format UserName_DeviceType. If a user has more than one mobile device that has the same device type, Configuration Manager displays the same name for these mobile devices in the console and in reports.
To install and configure an Exchange Server connector
Decide which account will connect to the Exchange Client Access server to manage the mobile devices. The account can be the computer account of the site server or a Windows user account. Then, configure this account to run the following Exchange Server cmdlets:
The following Exchange Server management roles include these cmdlets: Recipient Management, View-Only Organization Management, and Server Management. For more information about management role groups in Microsoft Exchange Server 2010, see Understanding Management Role Groups.
If you try to install or use the Exchange Server connector without the required cmdlets, you will see an error logged with the message Invoking cmdlet <cmdlet> failed in the EasDisc.log file on the site server computer.
In the Configuration Manager console, click Administration.
In the Administration workspace, expand Hierarchy Configuration, and then click Exchange Server Connectors.
On the Home tab, in the Create group, click Add Exchange Server.
Complete the Add Exchange Server wizard:
If you use an on-premises instance of Exchange Server and specify a Client Access Server, you can specify a single server or a Client Access Server array for each Active Directory site. If the server or the array is offline, Configuration Manager tries to discover a Client Access Server to use. If that fails, Configuration Manager falls back to using a mailbox server to make a connection to a Client Access Server. Retries are logged as warnings in the EasDisc.log file on the site server computer. For example, search for Failed to open runspace for site <site_name>.
For the Exchange Server Connector Account, specify the account that you configured in step 1.
If you also enroll mobile devices by using Configuration Manager, enable the option External mobile device management to ensure that these mobile devices continue to receive email from Exchange after Configuration Manager enrolls them.
For Configuration Manager SP2 only: On the Account page of the wizard, you can configure the account used to send email notifications to clients that are blocked by Configuration Manager conditional access. The account you specify must have a valid mailbox on the Exchange server.
For more information, see Conditional Access in Configuration Manager.
You can verify the installation of the Exchange Server connector by using status messages and by reviewing the log files:
To confirm that Site Component Manager successfully installed the Exchange Server connector, look for the status ID 1015 for the SMS_EXCHANGE_CONNECTOR component. If Configuration Manager cannot successfully install the connector (for example, because the specified Client Access Server computer is offline), Configuration Manager retries the installation every 60 minutes until the installation succeeds or you remove the Exchange Server connector.
On the site server computer, search for the SiteComp.log file, and then in the log file, search for Component SMS_EXCHANGE_CONNECTOR flagged for installation. A successful installation is then logged with the following text: STATMSG: ID=1015.