Enable the Hierarchical Address Book feature in Microsoft Exchange Server 2010

To use the HAB, you must extend the Active Directory schema in the Active Directory forest where you installed Exchange Server 2010. For more information about how to extend the Active Directory schema for the HAB, click the following article number to view the article in the Microsoft Knowledge Base:

An organization is represented by a distribution group in your Exchange organization. To create a distribution group, use the Exchange Management Console (EMC) or the Exchange Management Shell (the Shell) in Exchange Server 2010.

For more information about how to create a distribution group in Microsoft Exchange Server 2010, go to the following Microsoft website: For example, the following image shows the organization hierarchy for an example organization named Contoso, Ltd.


The following list explains this hierarchy:

• Contoso-dom is the name of the domain in which Exchange Server 2010 was installed.
• Contoso, Ltd is the name of the top tier of the organization in the hierarchy (root organization).
• Contoso, Ltd has three second-tier organizations (child organizations). These are named Corporate Office, Product Support Organization, and Sales & Marketing Organization.
• One of the second-tier organizations, Corporate Office, has three child organizations. These are named Human Resources, Account Group, and Administration Group.
  

Note The HAB feature in Exchange Server 2010 cannot display the distribution groups that are created in earlier versions of Exchange. You must update the version value of the msExchaVersion attribute of the distribution groups that are created in earlier versions of Exchange. To do this, follow these steps:

1. Install Exchange Server 2010 Service Pack 1 (SP1) on the server.
2. Run the following command in the Exchange Management Shell (the Shell):

   Set-DisctibutionGroup -identity <distribution group name> -forceupgrade

For more information about Exchange Server 2010 SP1, go to the following Microsoft website:
For more information about the Set-DistributionGroup command, go to the following Microsoft website:

1. Optional Before you create an organization, you can create a new organizational unit for the HAB. Or, you can use an existing organizational unit (OU) in your Exchange Forest (such as the default OU Users). Run the following command in the Shell to create an organizational unit that is named HAB Groups.
   dsadd ou "OU=HAB Groups,DC=Contoso-dom,DC=Contoso,DC=com"
2. Create a distribution group that is named Contoso, Ltd. with the Security Accounts Manager (SAM) account name and alias ContosoRoot in the organizational unit Contoso-dom.Contoso.com/HAB Groups. To do this, run the following command in the Shell:
   New-DistributionGroup –Name "Contoso,Ltd" –Alias "ContosoRoot" –OrganizationalUnit "Contoso-dom.Contoso.com/HAB Groups" –SAMAccountName "ContosoRoot" –Type "Distribution"
3. Repeat step 1 for each organization that you want to create.
   
   For this example, create the following organizations:
4. • Corporate Office
   • Product Support Organization
   • Sales & Marketing Organization
   • Human Resources
   • Account Group
   • Administration Group

Note To run this command, you must be assigned one of the following management roles, either directly or by using a universal security group:

• Organization Management
• Recipient Management

Note You can use both mail-enabled universal distribution groups and mail-enabled universal security groups as organizations. You can't use a dynamic distribution group as an organization.

Note You may want to configure the message delivery restrictions to some distribution groups. For example, the top tier of the example organization, Contoso, Ltd, contains all the employees in the organization. To accept messages from only specific employees in the Human Resources organization who are responsible for company-wide communications, configure the message delivery restrictions.

For more information about how to configure message delivery restrictions on Microsoft Exchange Server 2010, go to the following Microsoft website:

To make the distribution group an organization, you have to change the msOrg-IsOrganizational attribute so that it is set to <True>. To change the msOrg-IsOrganizational attribute, use the ADSI Edit snap-in or the LDAP utility.

1. If you don't have ADSI Edit installed on your computer, install the Windows Support Tools. For detailed instructions for ADSI Edit, go to the following Microsoft website:
   http://technet.microsoft.com/en-us/library/cc773354(WS.10).aspx (http://technet.microsoft.com/en-us/library/cc773354(WS.10).aspx)
2. Open ADSI Edit, expand Default naming context, expand the organizational unit, and then expand the OU=HAB Groups container where you created a distribution group named Contoso, Ltd.
   
   
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3. Right-click CN=Contoso,Ltd, and then click Properties.
4. In the CN=Contoso,Ltd Properties dialog box, click the Attribute Editor tab.
5. In the Attributes section, locate msOrg-IsOrganizational, and then click Edit.
   
   
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6. In the Boolean Attribute Editor, click True, and then click OK.
7. In the CN=Contoso,Ltd Properties dialog box, click OK.
8. Repeat steps 2 through 7 for each organization that you want to create.
   
   For this example, change the msOrg-IsOrganizational attribute for the following organizations:
   
   • Corporate Office
   • Product Support Organization
   • Sales & Marketing Organization
   • Human Resources
   • Account Group
   • Administration Group
   
   

To build the organization hierarchy, you must add the child organizations to the respective organization.

For this example, add the following three second-tier organizations to the root organization Contoso, Ltd.:

• Corporate Office
• Product Support Organization
• Sales & Marketing Organization

Next, add the following three third-tier organizations to Corporate Office.

• Human Resources
• Account Group
• Administration Group

To add child organizations, follow these steps:

1. In EMC, run the following command to add the distribution group that is named Corporate Office (SMTP address:CorporateOffice@Contoso.com) to the distribution group that is named Contoso, Ltd (Alias:ContosoRoot).
   

   Add-DistributionGroupMember –Identity "ContosoRoot" –Member "CorporateOffice@Contoso.com"

   
   For more information about how to add a member to a distribution group in Exchange Server 2010, go to the following Microsoft website:
   http://technet.microsoft.com/en-us/library/aa995970(EXCHG.140).aspx (http://technet.microsoft.com/en-us/library/aa995970(EXCHG.140).aspx)
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   Note To run this command, you must be assigned one of the following management roles, either directly or by using a universal security group:
   • Organization Management
   • Recipient Management
2. Repeat step 1 to add other organizations to the root organization. (For this example, add Product Support Organization and Sales & Marketing Organization to Contoso, Ltd.)
3. Run the following command to add the distribution group named Human Resources (SMTP address:HumanResources@Contoso.com) to the distribution group named Corporate Office (Alias:CorporateOffice):
   Add-DistributionGroupMember –Identity "CorporateOffice" –Member HumanResources@Contoso.com
4. Repeat step 3 to add other organizations to the organization Corporate Office.
   
   For this example, add Account Group and Administration Group to Corporate Office.
   
   
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   Note To use the Exchange Management Console (EMC) to add a distribution group member, follow these steps:
   
   1. Start the Exchange Management Console.
   2. In the console tree, expand Recipient Configuration, and then click Distribution Group.
   3. In the results pane, select the distribution group Contoso,Ltd where you want to add the second-tier organization named Corporate Office, and then click Properties.
   4. In the Contoso,Ltd Properties dialog box, on the Members tab, click Add to open the Select Recipient dialog box.
   5. In the Select Recipient dialog box, click the Corporate Office distribution group, and then click OK.
   
   
   
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Members who belong to the organization are members of the distribution group.

For this example, David Hamilton is a user who is a Vice President of an organization named Corporate Office.




To add David Hamilton (SMTP address: DHamilton@contoso.com (DHamilton@contoso.com) ) to Corporate Office (Alias: CorporateOffice) as a member of the organization, run the following command: For more information about how to add a member to a distribution group in Exchange Server 2010, go to the following Microsoft website: Note To run this command, you must be assigned one of the following management roles, either directly or by using a universal security group:

• Organization Management
• Recipient Management

Note A user can belong to multiple organizations while they are a member of multiple distribution groups.

In the Hierarchical Address Book, the organizations in the tree view and members in the user view can be sorted as follows.

1. The Seniority Index (msDS-HABSeniorityIndex) is sorted in descending order of seniority.
2. If the Seniority Index is not populated or is not equal, the sorting order falls back to Phonetic Display Name (msDS-PhoneticDisplayName) in ascending order (A-Z).
3. If the Phonetic Display Name is not populated or is not equal, the sorting order falls back to Display Name in ascending order.

To change the msDS-HABSeniorityIndex attribute of organizations, use the ADSI Edit snap-in or the LDAP utility.

For this example, the organization that is named Corporate Office has three child organizations. These are named Accounting Group, Administration Group, and Human Resources Organization. Without the msDS-HABSeniorityIndex attribute, those organizations are sorted alphabetically by the display name and appear in the tree pane as follows:




To change the display order of those organizations, follow these steps:

1. Open ADSI Edit, expand Default naming context, expand an organizational unit, and then expand the OU=HAB Groups container in which you created a distribution group that is named Human Resources Organization.
2. Right-click CN=Human Resources Organization, and then click Properties.
3. In the CN=Human Resources Organization Properties dialog box, click the Attribute Editor tab. In the Attributes section, locate msDS-HABSeniorityIndex, and then click Edit.
   
   
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4. In the Integer Attribute Editor, type the value that you defined for the organization (such as 100), and then click OK.
5. In CN=Human Resources Organization Properties, click OK.
6. Repeat steps 2 through 5 for Accounting Group with the Seniority Index 50 and for Administration Group with the Seniority Index 10 for example.

After you set the msDS-HABSeniorityIndex, Human Resources Organization is the top of the three organizations. The other organizations are sorted by descending number of the msDS-HABSeniorityIndex, as follows:

To change the msDS-HABSeniorityIndex attribute of members, use the ADSI Edit snap-in or the LDAP utility.

For this example, David Hamilton, Rajesh M. Patel, and Amy Alberts belong to an organization that is named Corporate Office. Those users are created in the organizational unit Contoso-dom.Contoso.com/Users. David Hamilton is the Vice President of the organization. The company wants to display David Hamilton at the top of the member list so that employees easily understand who manages that organization.

To change the display order of these members, follow these steps:

1. Open ADSI Edit, expand Default naming context, and then expand an organizational unit OU=Users, in which the user object David Hamilton is created.
2. Right-click CN=David Hamilton, and then click Properties.
3. In the CN=David Hamilton Properties dialog box, click the Attribute Editor tab. In the Attributes section, locate msDS-HABSeniorityIndex, and then click Edit.
   
   
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4. In the Integer Attribute Editor, type the integer value that you defined for the user (such as 100), and then click OK.
5. In the CN=David Hamilton Properties dialog box, click OK.
6. Repeat steps 2 through 5 for the other member. For this example, repeat steps 2 through 5 for Rajesh M. Patel with the Seniority Index 50 and for Amy Alberts with the Seniority Index 10.

After you set the msDS-HABSeniorityIndex attribute, David Hamilton is the top of the list, and other members are sorted by descending number of the Seniority In.

Change the msExchHABRootDepartmentLink attribute of your Exchange Organization Container

To enable the HAB in Exchange Server 2010, you must change the msExchHABRootDepartmentLink attribute of your Exchange Organization container. To change the msExchHABRootDepartmentLink attribute, use the ADSI Edit snap-in or the LDAP utility.

For this example, Contoso, Ltd is the name of the root organization that is created in the organizational unit Contoso-dom.Contoso.com/HAB Groups. First Organization is the name of the Exchange Organization.

1. Open ADSI Edit, expand Default naming context, expand an organizational unit, and then expand the OU=HAB Groups container in which you created a distribution group that is named Contoso, Ltd.
   
   
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2. Right-click CN=Contoso,Ltd, and then click Properties.
3. In the CN=Contoso,Ltd Properties dialog box, click the Attribute Editor tab. In the Attributes section, locate distinguishedName, and then click View.
   
   
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4. In the String Attribute Editor, copy the following text from the Value box, and then click OK:
   CN=Contoso\,Ltd, OU=HAB Groups,DC=Contoso-dom,DC=Contoso,DC=com
5. In the CN=Contoso,Ltd Properties dialog box, click OK.
6. In ADSI Edit, expand Configuration, expand CN=Configuration, expand CN=Services, expand CN=Microsoft Exchange, and then select CN=First Organization.
   
   
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7. Right-click CN=First Organization, and then click Properties.
8. In the CN=First Organization Properties dialog box, click the Attribute Editor tab. In the Attributes section, locate msExchHABRootDepartmentLink, and then click Edit.
   
   
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9. In the Setting Attribute Editor, in the Value field, type the distinguishedName of the root organization that you copied in step 4, CN=Contoso\,Ltd,OU=HAB Groups,DC=Contoso-dom,DC=Contoso,DC=com, and then click OK.
10. In the CN=First Organization Properties dialog box, click OK.

After you set the msExchHABRootDepartmentLink attribute, Outlook 2010 automatically detects that the Hierarchical Address Book feature is enabled on Exchange 2010 and shows the organization tab in the address book window.