General information
Q1: What is cached mode?
A1: Cached mode is the new default configuration for Outlook. It provides an experience that is similar to the offline configuration in earlier versions of Outlook. When you are running in cached mode, your Exchange mailbox is synchronized to a local file (an .ost file), and the offline address list from your Exchange computer is synchronized to a collection of files (.oab files) on your client computer. Outlook directly accesses the .ost file and the .oab files on your hard disk instead of communicating directly with your server or servers. Therefore, network communication between Outlook and Exchange is significantly reduced.
Q2: Why does cached mode generate an offline address book?
A2: The offline address book contains a set of all the properties of a user (such as e-mail addresses and names) that Outlook requires. With an offline address book, Outlook does not have to connect to the global catalog to resolve names, nor does it have to open a person’s details record. Instead, Outlook easily obtains this information from the local offline address book.
Q3: Does the offline address book function exactly like the global address list?
A3: The offline address book is a snapshot of the Active Directory directory service information that is available in the global address list. Therefore, some information is available in the global address list that is not available in the offline address book. The offline address book does not contain the following items that are available in the global address list:
- Custom properties in Active Directory that an administrator has added (for example, the Employee ID of each employee)
- Organization hierarchy information
- Group membership information
Outlook must be able to access the server to obtain this information. Therefore, if you are in cached mode and if you are working online (that is, your connection status indicates “Connected”), Outlook uses both the offline address book and the global address list to provide a complete listing of user information. If you are in cached mode and if your connection status shows either “Disconnected” or “Offline,” you can see only the information that is available in the offline address book.
Q4: What are the new offline address book features with Microsoft Exchange Server 2003?
A4: Exchange 2003 supports a Unicode offline address book. The Unicode version is also known as Version 3a. Exchange 2003 also supports earlier ANSI versions of the offline address book for Outlook clients with earlier versions. The ANSI version is also known as Version 2. Exchange 2003 computers also have a filtering mechanism in place that makes sure that only those certificates that are used by Outlook for public key infrastructure (PKI) will be present in the offline address book. This mechanism significantly reduces the size of the offline address book from servers that are running Exchange 2003 compared to the offline address book from servers that are running earlier versions of Exchange. The reduction applies to both the Unicode version and the ANSI version.
Downloading and updating
Q5: How frequently is the offline address book updated on the Outlook client?
A5: If left constantly running, Outlook in cached mode automatically updates the offline address book on the client every 24 hours. The 24-hour time period is measured from the time that the offline address book was last downloaded successfully. For example, if you complete an offline address book download at 09:00 today, Outlook will start the offline address book download the next day at approximately 09:00. Therefore, different people will receive updates at different, random times.
Note The default setting on Exchange Server 2010 and earlier versions is to generate an offline address book differential file every morning at 05:00. For a change that is made in Active Directory to reach the client computer, the following events must occur:
- The change must be picked up by the Exchange computer that generates the offline address book files. This can take several hours. At worst, it can take 24 hours. This variable will be referred to as "x."
- The Outlook clients must download the offline address book updates every 24 hours. This update can take several hours. At worst, it can take 24 hours. This variable will be referred to as "y."
The update reaches the client machines x+y hours later. It would be rare for a client to ever experience a 48-hour delay or more unless there were some Active Directory or public folder replication issues.
Note For Exchange Server 2013 and later versions, the default schedule is to process the OAB every 8 hours over a period of 1 hour. OAB generation can run at different times based on resource availability.
Q6: How can you tell when Outlook will try its next offline address book download?
A6: Unless you notice the last time that Outlook downloaded the offline address book, you may not know when Outlook is scheduled to try the next offline address book download. No indicator in the Outlook user interface advises you of the offline address book download schedule. Therefore, to manually force a download of the latest offline address book (assuming one is available on the Exchange computer), use one of the following methods:
- Manually download the address book by following the steps appropriate for your versions of Outlook.
- Outlook 2010 and later versions:
On the Send/Receive tab in the Ribbon, click Send/Receive Groups, and then click Download Address Book. Click OK.
- Outlook 2007 and earlier versions:
On the Tools menu, point to Send/Receive, and then click Download Address Book. Click OK.
Note Outlook compares the sequence ID of its last download with the Sequence ID of the Full/Differential OAB file on the Exchange server. If Outlook determines that either sequence ID is high as compared to the sequence ID that was downloaded, Outlook triggers the download.
Q7: How frequently are the offline address book files generated on the Exchange computer?
A7: By default, Exchange Server 2010 and earlier versions generate the offline address book files every morning at 05:00. For Exchange Server 2013 and later versions, the default schedule is to process the OAB every 8 hours over a period of 1 hour. OAB generation can run at different times based on resource availability.
Q8: How is the offline address book updated on the server and on the client?
A8: Each day, the Exchange computer generates a full offline address book and a differential file from the previous day. The Exchange computer stores the differential file and the full file for the current day and stores only the differential files for the previous days.
The following table outlines the process that Exchange and Outlook use to determine which offline address book files to download to the client.
| Exchange | Outlook | | |
---|
Day | Full offline address book sequence number | Differential sequence number | Client action | Offline address book result on the client |
0 | 0 | No differential. | None. | None. |
1 | 1 | 1 | None. | None. |
2 | 2 | 2 | Outlook started. | Offline address book downloaded with sequence 2. |
3 | 3 | 3 | None. | None. |
4 | 4 | 4 | Outlook started. | Download differential sequence 3 and sequence 4 (or offline address book sequence 4 if differential sequences 3 and 4 are greater than one-eighth the size of a full offline address book sequence 4). |
Q9: What are typical offline address book sizes?
A9: Offline address book sizes can vary from 3 megabytes (MB) to 700 MB (uncompressed). The following factors can affect the size of the offline address book:
- The usage of certificates in a company. The more PKI certificates, the larger the offline address book. PKI certificates range from 1 kilobyte (KB) to 3 KB. They are the single largest contributor to the offline address book size.
- The number of users in Active Directory.
- The number of distribution groups in Active Directory.
- The information that a company adds to Active Directory for each user and each distribution group. For example, some organizations populate the address properties on each user; others do not.
Q10: Can I update the offline address book files on the Exchange computer more frequently?
A10: We do not recommend that you update more frequently as this may affect client and server performance. Generating the offline address book files on the Exchange computer on a more frequent basis may cause performance problems on the server. You can see the performance impact in the following aspects:
- The server has to generate the offline address book more frequently. It might take hours to complete, depending on the size of Active Directory.
- For each update, Outlook must make a copy of the offline address book in the local computer and apply the incremental changes that are fetched from the server. If the offline address book on the local computer is 150 MB, Outlook would have to create a copy of that much data with each update.
- Outlook has a "throttling" mechanism that slows down the offline address book update when user activity is detected. Depending on the size of the offline address book, the update can take anywhere from one hour to eight hours if there is continuous user activity.
If you want to increase the frequency of your updates, make sure your offline address book is reasonably small. A good size is in the range of 1 MB to 25 MB, uncompressed.
To customize the generation of these files on the server, follow these steps.
Exchange Server 2003 and Exchange Sever 2007:- In Exchange System Manager (ESM), expand the Recipients container.
- Click Offline Address Lists.
- Right-click the offline address list that you specified for your mailbox store, and then click Properties.
- Click Customize.
- Customize the times that you want the offline address book files to be generated on your server.
Exchange Server 2010:- In Exchange Management Console (EMC), expand the Organization Configuration, container and then click Mailbox.
- In the result pane, click the Offline Address Book tab, and then select the offline address book that you want to configure.
- In the action pane, click Properties.
If you have increased the generation frequency of the offline address book files on your Exchange computer, you can also increase the frequency of the client offline address book downloads. To do this:
- On the Tools menu, point to Send/Receive, point to Send/Receive Settings, and then click Define Send/Receive Groups.
- Click New.
- Type a name for the custom group.
- Click your Exchange account, and then click to select the Include the selected account in this group check box.
- Under Select the options you want for the selected account group, make sure that the only check box that is selected is Download offline address book, and then click OK.
- In the Send/Receive Groups dialog box, click your new group.
- Under Setting for group Group_name, click to select only the Schedule an automatic send/receive every check box, and then enter the number of minutes.
- Under When Outlook is offline, click to clear the check boxes.
- Click Close.
With the custom send/receive group, Outlook will request an offline address book download from the server based on the number of minutes that you specified for the send/receive setting.
Note Send/receive groups cannot be deployed. No tool or other mechanism is available to deploy send/receive group settings.
Q11: Can I programmatically download an offline address book through the Outlook object model?
A11: No. Offline address book downloads are not exposed through the Outlook object model.
Q12: I added a new user to Active Directory, but the user does not show up in Outlook.
A12: The offline address book is not up to date. Two events must occur before the changes show up in Outlook:
- The server must generate the offline address book and include the changes in the differential files.
- The Outlook client must download the changes from the server.
If you are sure that the first event has occurred, you can perform a manual download of the offline address book. To do this, follow these steps:
- On the Tools menu, point to Send/Receive, and then click Download Address Book.
- In the Offline Address Book dialog box, make sure that the Download changes since last Send/Receive check box is checked.
- Click OK.
If you make frequent changes to the offline address book, you may want to modify the way that Outlook computers on your network access the Address Book. You can disable the downloading of the offline address book and force the Outlook computers to use the online Global Address List when they use Cached Exchange Mode.
For more information about how to do this, click the following article number to view the article in the Microsoft Knowledge Base:
921927 How to prevent users from downloading the Offline Address Book without disabling Cached Exchange Mode
As per this article, if offline address book (.oab) files were previously downloaded and were associated with a MAPI profile for Outlook, this setting will not have the correct effect. To use this setting, you must set the registry value, remove any .oab files from the local computer, and then synchronize.
Q13: What is the effect of offline address book downloads on the network? Will offline address book downloads flood the network?
A13: When a cached mode profile is started for the first time, Outlook downloads the full offline address book from the server. This can affect the network, especially if multiple clients are starting up at the same time.
Other cases when Outlook clients require full offline address book downloads are described in question 14. Differential downloads are not expected to cause a huge network impact if all the clients update the differential files on a daily basis.
Outlook has the following safeguards that help protect the network from excessive offline address book downloads:
- In the default configuration, Outlook will only try one full offline address book download in a 13-hour period. An attempt is counted when Outlook receives a response from the server and can at least start the offline address book download.
- In the default configuration, Outlook does not limit the number of attempts for differential updates. If a differential update fails, Outlook will retry the update after waiting one hour.
Also, Outlook will not perform any full or incremental offline address book downloads if the client is running in header-only mode. In the default configuration, when Outlook detects a “slow” connection, such as a 56-KB link, it will automatically switch to header-only mode. To manually switch to header-only mode, point to
Exchange Cached Mode on the
File menu, and then click
Download Headers.
Note The header-only mode configuration will only work with Exchange 2003. Microsoft Exchange 2000 Server and Microsoft Exchange Server version 5.5 do not support this mode.