IT pros can use third-party tools to extend Microsoft Exchange into the room and equipment management and scheduling arena. However, in many cases, organizations simply need to be able to semi-automate the scheduling of equipment and conference rooms in order to mitigate the need for a person to be involved in the process.
In Exchange 2010, you can accomplish this task with the use of room and resource mailboxes. A mailbox in Exchange is associated with a user, and the user has an Active Directory domain account to which his mailbox is connected. Although room and resource mailboxes still rely on the use of an Active Directory domain account, when you create a room or resource mailbox, the underlying Active Directory account is disabled. You can associate another user account with the resource mailbox so that a person has some control over what could quickly become chaos.Note: This tutorial is also available as a TechRepublic gallery.
Creating a resource mailbox - GUIThe first step in creating a resource mailbox is to open the Exchange Management Console and navigate to Recipient Configuration | Mailbox. To add a new resource mailbox, right-click the Mailbox option and choose New Mailbox from the shortcut menu. This opens the Introduction page (Figure A). From this page, choose the Room Mailbox option. Figure A
Choose the new mailbox typeThe resource mailbox needs to be associated with an Active Directory user account. On the next page of the wizard, you need to decide if you're going to create a new account or use an existing one. As you can see in Figure B, I'm creating a new user account. Figure B
Choose the account type — new or existingWhen you choose to create a new Active Directory account, you'll be asked to fill out the User Information page (Figure C) as you would for any other mailbox. (Note that you're not asked to fill out the password information. Remember, this account will be immediately disabled right after it's created, so it doesn't need a password.) Figure C
Provide user account detailsNext, you need to decide which Exchange database will store the new mailbox. Figure D shows that I'm planning to store my new room mailbox in the IT-MBX database. Figure D
Decide which Exchange database will store the new mailboxNow, review the summary of your selections and click the New button to create the new account and mailbox (Figure E). When the process is complete, you'll receive a notice indicating that the creation process was successful (Figure F). Click the Finish button to complete the process. Figure E
Wizard summary pageFigure F
The process was a success.
Many admins like to automate tasks, so here's the PowerShell command that accomplishes the same goal as the GUI:
New-Mailbox -Name 'IT Conference Room' -Alias 'itconfroom' -UserPrincipalName 'email@example.com' -SamAccountName 'itconfroom' -FirstName 'IT' -Initials '' -LastName 'Conference Room' -Database 'IT-MBX' -Room
Mailbox propertiesWhen you look at a list of mailboxes in the selected mailbox database, you'll see the new resource mailbox with a slightly different icon denoting its room status (Figure G). Figure G
The mailbox listFrom the Exchange Management Console, open the new mailbox's Properties page. From there, you're directed to the object's General tab (Figure H), which shows general information about the underlying mailbox account. Figure H
The mailbox object's General tabOn the Resource General tab (Figure I), provide a value for the maximum number of people that can be in a room. This information will show up for the user when they book the resource. Figure I
The mailbox object's Resource General tabIt's entirely possible that someone will try to overbook a resource. You can allow or disallow the option to overbook a resource by making adjustments to the Resource Policy tab (Figure J). From this tab, you can also choose to allow or disallow repeating meetings, and you also specify the booking window (i.e., the amount of time that people can book the resource) and the maximum time that the resource can be booked. On this tab, I can also choose a user account that will act as a delegate for this resource. This account has management responsibility for the resource. Figure J
Policies related to the resourceWhen you invite a resource to a meeting, there are a number of options you can specify to control how appointments appear on the resource's calendar. For example, you can strip the subject information, add the organizer's name to the subject line, remove attachments, or any of the other options that you see in Figure K. Figure K
More resource configuration options
The user experienceWith the new resource mailbox created, your users are able to make use of this object to make it a bit easier to book resources. In Figure L, you'll see an Outlook view of a new meeting request that shows a list of the rooms that are available for booking. Note that the room clearly displays the room capacity making planning a little easier. Figure L
Outlook view of a new meeting request
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Since 1994, Scott Lowe has been providing technology solutions to a variety of organizations. After spending 10 years in multiple CIO roles, Scott is now an independent consultant, blogger, author, owner of The 1610 Group, and a Senior IT Executive with CampusWorks, Inc. Scott is available for consulting, writing, and speaking engagements and can be reached at firstname.lastname@example.org.