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  1. Create a new user account (CatManAdmin) in the active directory (or on o365) and give it a mailbox. This is the service account that we will refer to as “the CatManAdmin” or “the CatManAdmin account”. If not on O365, give it a local domain smtp email reply address. (not your internet domain name)
    (create a new account, do not copy an existing one. Membership of the group Domain Users is all it needs.)

  2. Download the CatMan_EWS.zip file and extract it to a folder on any 64 bit computer or server that will not be shut down while Exchange server is being used. You can copy it to the Exchange server itself but that is not a requirement.

  3. Run the following command in the Exchange Shell : 

    New-ManagementRoleAssignment -Name:ECMimpersonation -Role:ApplicationImpersonation -User:CatManAdmin

    Note: For Office365 you must first start a remote PowerShell before you can run the command above. You do that by opening a local windows powershell  and pasting the following commands in it.  (it will ask for a login which is your 0365 admin account)
    $LiveCred = Get-Credential
    $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic -AllowRedirection
    Import-PSSession $Session

    Alternatively you can do the entire step 3 from the O365 admin center:

    Login to the Office 365 Exchange Admin Center
    Select "Permissions" from the navigation tree
    Click on "Admin Roles"
    Click the "+" Icon to add a new role
    In the role group dialog box Provide a name for your Role Group (ie. "ECMImpersonation")
    Under Role click the "+" icon
    Select ApplicationImpersonation", click "add ->" and then click OK.
    Under Members click the "+" icon to add a new memeber (CAtManAdmin) to the RoleGroup
    click "add ->", and then click OK and click Save

  4. Start CatAdmin.exe from the unzipped folder. Enter the license key and email address at the bottom of the console and enter the CatManAdmin email address and password in the top left fields. When on o365, close the console and add this to the bottom of the config.ini file

  5. Open CatAdmin console if you closed it  and click the "Test Credentials" button.  At the bottom of the screen you will see how it tries to connect to the Exchange server Autodiscovery service. When you don't get an error here read on at #6 otherwise here are some tips.

    In case of errors at "test credentials" and a local exchange server.
    1. In exchange server admin centre, open the mailbox of your CatManAdmin service account. Click the "Account" tab and check the domain value in the drop down list. Click the "Email Addresses" tab and make sure that the Email address part behind the '@' matches that value. When you adjust the email address make sure to adjust it in the credentials field of the CatAdmin.exe too.
    2. Click the "Test SCP in AD" button in the CatManAdmin console. It will show you a URL like https://computer.domain.com/Autodiscover/Autodiscover.xml. If the "domain.com" section in this url is different from the domain in the CatManAdmin email address, adjust the email address. Also make sure that the domain is selected in the "Account" tab of the CatManAdmin mailbox. If you can not select the domain in the list there then you must add it to that list with the"Active Directory domains and trusts"- tool. (right click the top tree object in that tool, Properties, add a "Alternative UPN Suffix"). Reopen the mailbox properties to find the UPN listed in the drop down list in the "Accounts" tab. If the credentials still don't pass click the "Chat" button on the website and we can do a remote session. There are some other less frequent occurring issues that we can quickly identify and fix for you.
    3. If you can not get it to work with autodiscovery but the manual url fixed the "test-credentials" issue then you can override autodiscovery by adding the following to the bottom of the config.ini file. (close gcadmin.exe first)
      * the part "server.domain" has to be adjusted to match your server name and your domain name. For example exch01.mycom.com

  6. Enter the email address of a user in the field behind the green plus sign and press Enter on your keyboard or click the "Add User email". Notice the "Group Number" indicator on the left hand side. You can add the next user to the same group or change the group number to add the next user to another group number.

  7. Once you configured some groups of users, select a group and enter the list of categories and colors for that group. When you check the box under the list it will delete all categories that the user already has.

  8. Adjust the slider so it processes more often (to the left) or less often (to the right). The uttermost left position is a interval of a minute, the uttermost right position is once a day. A full progress bar indicates processing start.  It will however only start processing after installation of the processing component of the software. Read on to configure that.

  9. In the installation folder is a file called "RunECMasService.ini", double click it and adjust two lines in it to match the exact location of the software. If you have it installed in "c:\FolderName" those two lines should look like this:

    CommandLine = c:\FolderName\ExchangeCategoryManager_EWS.exe
    WorkingDir = c:\FolderName\

    close/save the ini file
  10. Run InstallService.bat to install the processing service. You will see a log file appear. It creates up to 10 log files of 1 mb, overwriting the oldest. Check the log file for errors. Hit the Chat button on the website when you see a error that you don't understand or can't fix.


    Frequent issues:

    - It may take a while before the categories appear in outlook after you started the service. In the catman console is a slider and under it a yellow bar. When the yellow bar is full, the processing starts. Set the ruler to the left to make it start quicker or to the right to make it process later.