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Configure a shared mailbox in Exchange 2010

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We see 3 or 4 requests every day for how to configure a shared mailbox.  Now that Exchange 2010 is growing in uptake, more of those requests are for this facility in Exchange 2010.  With Exchange 2010 the process has slightly changed, for the better.

Create the Mailbox

Using the Exchange Management Console locate the Recipient Configuration section.  From the action pane on the right hand side select New Mailbox.  You will then see the screen below.
 new mailboxYou will notice in Exchange 2010 we have 4 different types of mailbox and these are:
User Mailbox - This is the type of mailbox we would assign to a single user for sending/receiving email, calendaring & contacts.
Room Mailbox – Used for scheduling rooms for meetings etc.  These can be added when sending out a meeting request as a resource.  There are also a number of different management options
Equipment Mailbox – Used for scheduling a resource, like digital camera or projector for example.  These can also be added when sending out a meeting request as a resource
Linked Mailbox – This is to assign a user to a mailbox that is in a different forest.
The one we are going to select is User Mailbox.  Once selected click next.  And you will receive the screen below.
 mailboxdetailComplete the details for your user; I like to use something that describes the mailbox in question.  Once done click next and you will see the screen below.
 mailboxdetail2Enter the Exchange Alias, I normally set this the same as the username, but as long as it’s unique it can be anything you like.   If you want to specify a database (if you have more than one) and any mailbox/activesync policies do so here.  As this is a shared mailbox you may want to not set any policies you have in place for other users or you may wish to define a completely separate policy specifically for shared mailboxes.  Once done click next.

Choose whether to include an archive mailbox or not.  Click next then new and finish to complete the wizard.

Assign permissions

Once you have completed the wizard and setup your mailbox, locate the mailbox in the Exchange Management Console and right click.  You will see the following menu.
 rightclickSelect Manage Full Access Permissions this will display the first screen of the permissions wizard as below.
 permissionsClick the Add button and locate the groups/users you want to give permissions to.  I would always recommend using Security Groups because you can then simply add the user to the required group rather than run through the Exchange wizard each time.

Once you have selected the users/groups click Manage and then Finish to apply the selected permissions.

Open the mailbox

Now that we have created the mailbox and assigned permissions we need to add the mailbox to our selected users we need to open it in Outlook.

To do this is slightly different depending on the version of outlook you are using.  Go to Tools > Account Settings (If using Outlook 2010 you will need to go to File and then Account settings) and then highlight the Exchange account and select either properties or change (depending on version).  You will then see the screen below.
 outlook-01Click the more settings button and then select the advanced tab.  As seen below.
 outlook-02Once you have this screen open click on the Add and type the name of the mailbox, in this case shared mailbox.  Click OK, then apply then finish.

You will now be able to see the mailbox listed in Outlook.

Further Reading

Recipient types in Exchange 2010: http://technet.microsoft.com/en-us/library/bb201680.aspx
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Author:Glen Knight
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