tag:blogger.com,1999:blog-64277740353153928872024-03-13T12:10:33.411-07:00Exchange Server and itrezzo Unified Contact ManagementMicrosoft Exchange Global Address List and Public Folders are not readily accessible on iPhone and Android phones. This blog is focused on support and deployment of itrezzo Unified Contact Management which can prvoide that capability.
itrezzo UCM can also allow smartphone users to view public folder calendars.
If you are searching for tech info on Microsoft Exchange Server and Outlook, you may also find useful information.
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.comBlogger32125tag:blogger.com,1999:blog-6427774035315392887.post-10102784077313694172023-11-28T05:31:00.000-08:002023-12-15T01:42:47.538-08:00itrezzo Unified Contact Management Release Notes - All Versions<p>itrezzo Unified Contact Management development team regularly updates the itrezzo UCM with new features and functionality as well as release new versions with Fixes to known issues time by time.</p><br />This article is designed to help you keep track of all the versions of itrezzo UCM that have been released and to understand the changes made in each newer version.<br /><br />The latest version available for itrezzo UCM can be viewed by opening the Download icon from the desktop of the server running itrezzo UCM. You can also navigate to this <a href="https://support1.itrezzo.com/updates/server/">link</a> to check the latest version available for download and upgrade.<div><br /></div><div><br /></div><div><h2>12.0.4</h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span></div></h2><h3>Release Date - 11/28/2023</h3><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"></span></div><p style="font-size: medium; font-weight: 400; text-align: left;"><span style="background-color: white;"><b><br /></b></span><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">Watchdog: add send report parameter</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">Category Prefix MCL: Fix problem with empty category</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup: resolve values on diagnostic files upload</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: support contacts with extended type IPM.Contact.*</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">GC: add the ability to sync Azure AD items if it hybrid</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: wrong detect contact type</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span style="background-color: #f8f8f8; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;">SSU: add QR codes in email for confirm and edit actions</span></p></h2><h2>12.0.3</h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span></div></h2><h3>Release Date - 9/20/2023</h3><h2><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"></span></span></p></h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"></span></div><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup Wizard: new auth code service URL</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Watchdog: export user statistics</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: add an ability to use a plugin for syslog logging</span></span></p></h2><h2>12.0.1</h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span></div></h2><h3>Release Date - 9/1/2023</h3><h2><p style="font-size: medium; font-weight: 400;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"></span></p></h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"></span></div><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Ignore photo not found error for Active Directory as an ACS from another tenant</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Add an ability to import licenses from files in the folder</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: adding support for MS Teams join button</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Change the old email to the new one in MCR if the email is ODN</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Fix for infinity busy indicator in Contact sources</span></span></p></h2><h2>12.0.0</h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span></div></h2><h3>Release Date - 7/7/2023</h3><h2><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"></span></span></p></h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"></span></div><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Rebrand to CiraSync on-Premise</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Fix for case when recurrency appointment hanged the cache process</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM Admin: didn't work login by local administrator and by domain user in some cases</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: improve loading information about InternalServers</span></span></p></h2><h2>11.0.4</h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span></div></h2><h3>Release Date - 5/31/2023</h3><h2><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"></span></span></p></h2><h2><div style="font-size: medium; font-weight: 400;"><span style="background-color: white;"></span></div><p style="font-size: medium; font-weight: 400;"><span style="background-color: white;"><b><br /></b></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Ensure that sessions for IsolatedExecutor close after finishing the execution<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Certificate: Added User.Read.All permission to the app in order to read photos<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM Admin and Setup Tool: Updated the web browser to the new version<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Calendars: limit running only 3 threads for cache process<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Calendars: prevent hung up for corrupted recurrence patterns<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Enforce Deletion Custom Task: create an ability match by an empty string<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: add filter by collections for the Active Directory from Graph API<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: add retry for the Active Directory from Graph API<br /></span></span><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: turn off target mailbox history if a cleanup age is 0</span></span></p></h2><h2>11.0.2</h2><div><span style="background-color: white;"><b>*This version requires Windows Server 2019 or later*</b></span></div><div></div><h3>Release Date - 3/30/2023</h3></div><div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Installer: check the OS Version before installation</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Installer: automatically install redistributed packages</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: fix an issue with a reading of an appointment in the target mailbox if there is MeetingResponse</span></span></div><div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></span></div><div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><h2>11.0.1 </h2><div style="text-align: left;"><b>*This version requires Windows Server 2019 or later*</b></div><div></div><h3>Release Date - 3/17/2023</h3></div><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><span><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: migrate to MongoDB v6</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Fix the issue with the extremely big size of the attachments</span></span></div></span></span></div><div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></span></div><div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><h2>10.5.3</h2><div></div><h3>Release Date - 3/10/2023</h3></div><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><span><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Dedupe Contacts: fix perfomance issue</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ACS Another Tenant: ability to filter</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: add an ability to configure mongo db server</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Mintor fixes</span></span></div></span></span></div><div><div><h2>10.5.2</h2><div></div><h3>Release Date - 2/24/2023</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: white; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM Admin: the ability to use HTTP and HTTPS ports through the IIS ARR module as a single endpoint in order to access to ECO Platform</span></div><span style="background-color: white;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM Report: change threshold that considers the license almost filled to 90%</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup Wizard: Ability to configure authorize url</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Remote connector: add an ability to define a direct URL for Office365</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Dedupe Contacts: Apply report changes for Mergix</span></span><span style="color: #1d1c1d;"><span style="font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></span><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><h2>10.5.1</h2><div></div><h3>Release Date - 2/9/2023</h3></div><div style="color: black; font-size: medium; font-variant-ligatures: normal;"><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Mergex dedupe version 1.1</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Prune to existing CCL</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">MCL: Wrong count number in User Statistics</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">PowerShell: add repeat for the failed request</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup Wizard: add a warning message when the authentication model is being changed</span><br style="box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Fix the URL for downloading UCM Admin if Silverlight is not installed</span></div></span></div><div><br /></div><div><div><h2>10.5.0</h2><div></div><h3>Release Date - 1/05/2023</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Mergex dedupe version 1.0</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: CCL dedupe source contacts</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: hotfixes</span></div><div><br /></div></div><div><div><h2>10.4.7</h2><div></div><h3>Release Date - 12/19/2022</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: hotfixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Add Notification about License Expiration 90,60,30</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Mergex dedupe custom task</span></div></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.4.6</h2><div></div><h3>Release Date - 11/29/2022 </h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: create an ability to filter AD for the caching</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.4.5</h2><div></div><h3>Release Date - 11/18/2022 </h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">License Packs: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">AssistantName field doesn't resolve in the AD</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Target Mailbox History: optimize the clear process, add advanced logging and shrink the database</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: Add the ability to configure the number of levels.</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.4.4</h2><div></div><h3>Release Date - 10/20/2022</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">License Packs: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">CDL: Sync Private Items</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">CDL: Sync Meetings as Appointments</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.4.3</h2><div></div><h3>Release Date - 10/7/2022</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">License Pack: Certificate view in license details</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collections: GAL=GraphAPI - add the ability to create collections with custom query</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.4.1</h2><div></div><h3>Release Date - 9/16/2022</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Adding licenses: name format for new licenses should be - LicenseType_ID</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: Office365 Authorization</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">CCL from MCL: tbl from such source doesn't work properly, list of contacts is empty</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: modifying picture causes error</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Revise permissions for certificate based authentication app</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Revise UCM Registration email message</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Target mailbox history: option Purge old items should be set on 7 days by default</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Custom task: Cleanup Eval container - add an ability to work with collections</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collections: Predefined tab - change icon for tab and rename lists with licensed users (add 'UCM' at the beginning)</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: include in installer</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: Organization Chart</span><span class="c-message__edited_label" color="rgba(var(--sk_foreground_high_solid,134,134,134),1)" data-sk="tooltip_parent" delay="300" dir="ltr" face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; box-sizing: inherit; cursor: default; font-size: 13px; font-variant-ligatures: common-ligatures; white-space: nowrap;"> </span></div><div><span class="c-message__edited_label" color="rgba(var(--sk_foreground_high_solid,134,134,134),1)" data-sk="tooltip_parent" delay="300" dir="ltr" face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; box-sizing: inherit; cursor: default; font-size: 13px; font-variant-ligatures: common-ligatures; white-space: nowrap;"><br /></span></div><div><div><h2>10.3.3</h2><div></div><h3>Release Date - 19/8/2022 </h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add Predefined lists NewLicensedUsers, OldLicensedUsers, ErrorLicensedUsers</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add an ability to configure Certificate manually without requesting the Global Admin rights</span></div></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.3.2</h2><div></div><h3>Release Date - 16/8/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Office365: Contacts - add ability search in GAL and add to the collection</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Implement the ability to Ignore Changes in Target for Photo and Notes and Attachments</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: CCL - categories from cache are synced broken to target</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.3.1</h2><div></div><h3>Release Date - 4/8/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Global Config: Security - add the ability to configure access to CCL, MCL, ACS, CDL - hotfix</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.3.0</h2><div></div><h3>Release Date - 3/8/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Global Config: Security - add the ability to configure access to CCL, MCL, ACS, CDL</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Adapt Cert authorization for GCC High</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: add the ability to log in via Azure</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.2.1</h2><div></div><h3>Release Date - 27/7/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: Telephone Broadcast List</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: add the handler for timeout exception</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Encrypt traffic between application parts (AES 256bit key)</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Office365: AD caching - should retry to load photo if the error appeared</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.10</h2><div></div><h3>Release Date - 8/7/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: User Statistics: add a field InternalServer for Office365 mailboxes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: Admin + Portal: added security section functionality</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: ability to run UCM workers on different PCs</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Portal: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.9</h2><div></div><h3>Release Date - 22/6/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: Portal authorization</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.8</h2><div></div><h3>Release Date - 16/6/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">EWS: change execution timeout + readwrite timeout</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: handle error if appointment has wrong values</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: avoid override SMTP if it is already overridden</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: read chunk size</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: add hard delete option</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add fields list configuration in Azure AD source</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.7</h2><div></div><h3>Release Date - 2/6/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">MCL: add an ability to create CCL from MCL</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">AdvanceFieldsSettings: remove the PIN field</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Certificates: add the ability to change the expiration date</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Cache: store big values in the MongoDB</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add the ability to sync attached files</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Sync business card layout can cause disappearing photos on the business card</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">CustomTasks: don't read attachments if it not needed</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.6</h2><div></div><h3>Release rejected</h3></div><div><br /></div><div><h2>10.1.5</h2><div></div><h3>Release Date - 22/4/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ACS connector to read users from another tenant</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Make sure eco is cleaning up all ecodb files in the temp directory</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">ECO: minor fixes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.4</h2><div></div><h3>Release Date - 7/4/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add a custom task to check the count of items in folders</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM: collect and view the history of changes in target mailboxes</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">UCM & WPF minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.3</h2><div></div><h3>Release Date - 3/17/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collection: issue with hung after save</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: add an ability to open grids in a separate tab (ACS, MCL, CCL, CDL)</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: minor fixes</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.2</h2><div></div><h3>Release Date - 3/9/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Add the ability to connect to Domain Controller using the SLDAP connection</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">SSU External: details window causes an error for users with User Profile = None</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collection: issue with hung after save</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collection: add AllGalEntries to the Predefined tab</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.1</h2><div></div><h3>Release Date - 2/18/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Decrypt license pack: add failover code for imported license pack</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Ability to restore license packs from IALicense.xml</span></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;"><br /></span></div><div><h2>10.1.0</h2><div></div><h3>Release Date - 2/16/2022 - Release for download.</h3></div><div><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Certificate: add an ability manually configure the certificate</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: Change the main theme color to blue</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: browser view - show address line</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">WPF: ability to refresh folder tree in the Mailbox Viewer</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Enforce Deletion by CCL: add an ability to clean up DLs</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup Tool: hide checkbox "Run web administrator" if web components are not installed</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Enforce Deletion Contacts: add an ability to filter by MessageClass filed</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Setup: install a Silverlight component only if selected Web Admin or Portal</span><br style="background-color: #f8f8f8; box-sizing: inherit; color: #1d1c1d; font-family: Slack-Lato, Slack-Fractions, appleLogo, sans-serif; font-size: 15px; font-variant-ligatures: common-ligatures;" /><span face="Slack-Lato, Slack-Fractions, appleLogo, sans-serif" style="background-color: #f8f8f8; color: #1d1c1d; font-size: 15px; font-variant-ligatures: common-ligatures;">Collections: fix the infinity busy indicator in some cases</span></div></div>Ema Bilbija Zulichttp://www.blogger.com/profile/16369532046607395057noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-8533835785881654542020-10-05T09:00:00.000-07:002020-10-05T09:19:07.894-07:00itrezzo Unified Contact Management Release Notes - All Versions<div dir="ltr" style="text-align: left;" trbidi="on">
By Harpreet Singh Wasu<br />
<br />
itrezzo Unified Contact Management development team regularly updates the itrezzo UCM with new features and functionality as well as release new versions with Fixes to known issues time by time.<br />
<br />
This article is designed to help you keep track of all the versions of itrezzo UCM that have been released and to understand the changes made in the each newer version.<br />
<br />
The latest version available for itrezzo UCM can be viewed by opening the Download icon from the desktop of the server running itrezzo UCM. You can also navigate to this <a href="https://support1.itrezzo.com/updates/server/">link</a> to check the latest version available for download and upgrade.</div><div dir="ltr" style="text-align: left;" trbidi="on"><br /></div><div dir="ltr" style="text-align: left;" trbidi="on"><div dir="ltr" trbidi="on"><h2>9.0.19</h2><div></div><h3>Release Date - 10/05/2020 - Release for download.</h3></div><div dir="ltr" trbidi="on"><ul><li>Fixed issue where CSV sources would not work with system field mapping. </li><li>Fixed issue where UCM would behave as if the <b>Include Hidden Mailboxes </b>were off and would push hidden Distribution Lists during a sync task.</li><li>Fixed error that may occur when UCM would read CSV files.</li></ul><div><br /></div></div></div><div dir="ltr" style="text-align: left;" trbidi="on"><div dir="ltr" trbidi="on"><h2>9.0.17</h2><div></div><h3>Release Date - 09/10/2020 - Release for download.</h3></div><div dir="ltr" trbidi="on"><ul><li>Fixed issue when creating new CDL in itrezzo Web Admin. </li></ul><div><br /></div></div></div><div dir="ltr" style="text-align: left;" trbidi="on"><h2>9.0.15</h2><div></div><h3>Release Date - 09/04/2020 - Release for download.</h3></div><div dir="ltr" style="text-align: left;" trbidi="on"><ul><li>Added the ability to move mandatory contacts instead of re-creating mandatory contacts. </li><li>itrezzo UCM now ignores Domain Control options. </li><li>Added option to use "ODN instead of SMTP" in Email1 field of mandatory contacts.</li></ul><div><br /></div></div><div dir="ltr" style="text-align: left;" trbidi="on"><h2>9.0.14</h2><div></div><h3>Release Date - 08/25/2020 - Release for download.</h3><div><ul><li>Minor fix to GC Update whem sourced from Mandatory Contact Lists. </li><li>Wildcard Filter is no longer visible if it is defined during the custom task EnforceDeletionMandatory.</li><li>Fixed issue where the Global Config - Exchange Logon would hang when the service mailbox could not be found by email.</li><li>Fixed service startup failure which would occur if a license pack decryption error occured. </li><li>ECO shows grid of contact/calendar sources even if name contains symbols - #&+.</li></ul></div><div><br /></div><h2>9.0.13</h2><div></div><h3>Release Date - 08/13/2020 - Release for download.</h3><div><ul style="text-align: left;"><li>Folder names can now be manually set for deleted contacts during enforced deletion tasks and obsolete contact cleanups. </li><li>Folder names can now be manually set from which contacts will be restored during contact restoration tasks.</li><li>Improved work speed of the itrezzo Web Admin. </li><li>Circuit Breaker will now activate during Mandatory Contact Updates if there is a problem witch caching the ACS. </li><li>Added logging for standalone Admin app.</li><li>Fixed issue where MCLs would hang after ACS AD updates. </li></ul></div><div><br /></div><h2>9.0.12</h2><div></div><h3>Release Date - 08/04/2020 - Release for download.</h3><ul><li>DDCs, Contact Collections, and Calendar Distribution Lists can now be exported to the cloud. </li><li>Configuration cache is now updated by itrezzo UCM. </li><li>GAL Office 365/Graph API settings are now read only.</li><li>ECO now shows correct date for perpetual licenses. </li></ul><div><br /></div>
<h2 style="text-align: left;">
9.0.11</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/22/2020 - Release for download.</h3>
<ul>
<li>Hot fix: Fixed error in Mailbox Viewer when reading contacts. </li>
</ul>
<br />
<h2 style="text-align: left;">
9.0.10</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/22/2020 - Release for download.</h3>
<ul>
<li>Fixed error caused by "itrezzoUserMC=missing" when cleaning up obsolete contacts.</li>
<li>Fixed issue where autocomplete list contains incomplete data. Implemented for only MCL from LDAP. </li>
</ul>
<br />
<h2 style="text-align: left;">
9.0.09</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/16/2020 - Release for download.</h3>
<ul>
<li>UCM no longer moves or create backups of mandatory contacts. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.08</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/14/2020 - Release for download.</h3>
<ul>
<li>Improved performance of Graph API functionality.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.07</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/02/2020 - Release for download.</h3>
<ul>
<li>Office 365: review the retrieving token strategy</li>
<li>Added feature to remove all items created by itrezzo UCM during Autocomplete List Cleanup. </li>
<li>GAL: Manage DCs, list needs to be scrollable</li>
<li>During installation, all fields for standard contacts are now turned off by default. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.06</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 06/24/2020 - Release for download.</h3>
<ul>
<li>ECO grids: Added reviewing date fields.</li>
<li>Improve re-queue logic for UCM.</li>
<li>Manage Domain Controllers: Now able to add domain manually.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.04</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 06/17/2020 - Release for download.</h3>
<ul>
<li>Added TLS compatible connector. </li>
<li>Added easy way to show hidden options in Custom Tasks. </li>
<li>Reverse CCL: ignore all punctuation and spaces from phone fields before comparing.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.03</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 06/10/2020 - Release for download.</h3>
<ul>
<li>Fixed issue involving incorrect mapping of the Graph API for the Nickname field. </li>
<li>Minor bug fixes for the itrezzo installer.</li>
<li>Optimized task "Update Contact Source." </li>
<li>Additional trace for encrypt/decrypt process. </li>
</ul>
<br />
<h2 style="text-align: left;">
9.0.02</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 05/28/2020 - Release for download.</h3>
<ul>
<li>GAL: Graph API by existing token.</li>
<li>Fixed Out of Memory Errors. </li>
</ul>
<br />
<h2 style="text-align: left;">
9.0.01</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 05/22/2020 - Release for download.</h3>
<ul>
<li>GAL: Able to use the Graph AI to pull information from the Active Directory. During setup, check <b>Request Access to Active Directory. </b></li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
9.0.00</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 05/18/2020 - Release for download.</h3>
<ul>
<li>Minor fixes for the log lines.</li>
<li>Upload diagnostic files: uses HTTPS protocol.</li>
<li>ECO and UCM processes moved to x64 architecture.</li>
<li>Removed RDO libraries and the Legacy Admin component during setup. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.22</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 04/22/2020 - Release for download.</h3>
<ul>
<li>Now enforces deletion of mandatory contacts.
</li>
<li>Added ability to filter out by empty Category.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.21</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 04/15/2020 - Release for download.</h3>
<ul>
<li>Added Global Catalog Update List from CCL.</li>
<li>Added a TLS compatible connector for ACS/CCL from SQL</li>
<li>ECO no longer expands nested DLs, and will only expand root DLs. </li>
<li>Added info about updated Notes/Photo fields should be hidden under Cosmetic Changes. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.20</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/27/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Security Settings under itrezzo UCM where there was no option to add a user with an empty email address.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.19</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/25/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Custom task to remove appointments created by UCM.</li>
<li>Fixed issues with Global Configuration - GAL where Include Hidden Mailboxes was not working (ignore msExchAddressBookFlags) attribute.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.18</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/18/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Added Filter by Categories for Field values to purge.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.17</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/12/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Fix for "implementing token-based authentication for Office 365" under Dynamic Override in itrezzo UCM. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.16</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/11/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with "Enforce Deletion custom task where the wildcard filter wasn't working properly.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.15</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/04/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Minor fixes done in Implementing token-based authentication for Office 365 under Dynamic Override in itrezzo UCM.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.14</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/04/2020 - Release for download.</h3>
<ul style="text-align: left;">
<li>Upgraded MongoDB Server to 3.4.24 due to resolve security issues.</li>
<li>Fixed issues with Automatic port changer which breaks UCM connection.</li>
<li>Implement token-based authentication for Office 365 for Dynamic Override.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.13</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 02/25/2020 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues where 'Include Hidden Mailboxes did not work under Global Configuration in UCM. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.12</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 02/19/2020 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Global Configuration where Include Hidden Mailboxes doesn't work for GAL.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.11</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/20/2020 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Circuit breaker for Calendars.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.9</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/16/2020 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Reset itrezzoUserMC task: added the option to update itrezzoLastModificationTime.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.8</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/10/2020 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Circuit breaker where UCM would break if the target folders are not completely loaded.</li>
<li>Fixed issues with Sync Options - added an option of "Retain user modified contacts."</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.7</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 12/24/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with running tasks and now Advanced UCM and Incremental tasks, both have the ability to run at the same time.</li>
<li>Added features in Incremental tasks where it filters out those users which are not in target from any selected source.</li>
<li>Fixed issues with GC update: to remove scheduled tasks while getting remove from source.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.6</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/18/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with email notifications providing success or failure status when Salesforce Cloud Replica is running.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.5 </h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/10/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Added an option under Sync options to "Retain user modified contacts'.</li>
<li>Fixed issues with UCM where mailingAddress field wasn't syncing.</li>
<li>Fixed issues with Web Admin displaying wrong date in the Task History.</li>
<li>Fixed issues where UCM task was running in incorrect time after the Daylight Savings shifting unless ECO service is restarted.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.3</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 10/10/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with getting error while reading contacts from Default folder.</li>
<li>Fixed issues with installer where MAPI CDO would not install if Legacy Admin is not chosen.</li>
<li>Fixed "De-dupe" error in the Custom task. </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.2</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/18/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Added the ability to choose target folder from root in Custom task "Field values purge" & "Enforce Deletion".</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.1</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/06/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Collections where dynamic distribution group with specific query cannot be cached.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
8.0.0</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/16/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Collections where Dynamic Groups with specific query could not be cached.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.17</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/13/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with ECO standalone Silverlight app - added a signature to the loader.</li>
<li>Fixed issues pending with EmailAddressType FAX.</li>
<li>Fixed issues with collections where Dynamic distribution groups with specific query cannot be cached.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.16</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/02/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with removing obsolete mandatory contacts and added ability to customize subfolder name.</li>
<li>Fixed issues with EmailAddressType FAX.</li>
<li>Fixed security issues under Global Configuration in itrezzo UCM.</li>
<li>ECO would now be able to run as standalone on Silverlight app.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.15</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/04/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Implemented Graph API with Dynamic Override.</li>
<li>Added feature with SalesForce to send reports to Admin when Salesforce login fails.</li>
<li>Fixed issues where UCM update failed with Invalid Character error.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.13</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 05/24/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>SSU Ping: Internal and External URL's.</li>
<li>Fixed issues with CCL from Remote Exchange where the window wouldn't close on hitting Cancel.</li>
<li>AD Replica to show detailed error for failed test connection.</li>
<li>Added feature in Mandatory Contacts: Add option to move obsolete contacts to subfolder.</li>
<li>Added feature - ResetItrezzoUserMC attribute: Added ability to reset itrezzoEmailMC.</li>
<li>Added feature in Mailbox viewer: Added ability to view deleted contacts.</li>
<li>Fixed issues with CCL where grid is empty if source name contains special letters.</li>
<li>Fixed issues with Calendars where incremental updates removes items.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.12</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 05/06/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Migration tool where creating new database caused errors.</li>
<li>SSU External - Maximum length of Email field is limited by 50 characters.</li>
<li>Added feature to enforce deletion of Mandatory Contacts - added "AND" setting by default "OR" as an option.</li>
<li>Made slight changes with initial configuration of UCM during setup.</li>
<li>Fixed issues with custom task - to reset user MC.</li>
<li>Email Address starting with FAX and in the format of (FAX:user@domain.com) will be written as an Outlook Email type of FAX instead of SMTP format.</li>
<li>The new fix of the software will allow the standard "Remove Obsoletes" to keep contacts up to date without making whole changes to other contacts in the user's Default Contacts folder.</li>
<li>Standard "Remove Obsoletes" is a Check box under <b>itrezzo Web Admin</b> > <b>Unified Contact Manager</b> > <b>Configuration </b>> <b>Sync Options.</b></li>
</ul>
<div>
<b><br /></b></div>
<h2 style="text-align: left;">
7.0.11</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 04/16/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues in UCM - differential cache update for SQL sources.</li>
<li>Fixed issues with incremental update while making making adjustments to contacts type.</li>
<li>Added feature where ECO will recognize Local Administrators group by Active Directory object GUID/SID and not by name.</li>
<li>Fixed issues with Salesforce replica where on first sync run, it should only sync contact table.</li>
<li>Fixed issues with UCM where should will update fields added to Fields System Mapping.</li>
<li>Fixed issues with DDC where large amount of sources from Exchange caused empty data in Cache.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.9</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 04/03/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with UCM where UCM was continuously updating the Manager field on each scheduled run.</li>
<li>Fixed issues with auto-licensing where adding new licenses breaks the list of licenses & ECO was only showing the new licenses.</li>
<li>Fixed issues with UCM where updating contact sources breaks when one of the sources cannot calculate the source path.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.8</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/20/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Improved features in CCL while Importing Custom Contact List (CCL) from a backup file.</li>
<li>Improved features in MCL while Importing Mandatory Contact Lists (MCL's) from backup file.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.7</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/18/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues where TargetSMTP doesn't work while running the queries for specific customers.</li>
<li>Fixed issues with UCM where UCM removes Mandatory Contacts.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.6 - Hotfix</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/08/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>This is a fix released to resolve the ECO service startup and Web Admin loading. Issue started after the change in the Daylight savings time across many countries. The issue is happening on all the versions above 6.2.8 where ECO and Web Admin will stop working as soon as you refresh the Web Admin or restart the itrezzo services from services.msc management console. This new version fixes the issue where you are unable to start the ECO services or load the Web Admin after refreshing the browser due to change in winter/summer time in different time zones.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.5</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/08/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Import CCL from a backup file has been applied with a logic and ListID.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.4</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 03/07/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues related to Out of memory exception in ECO.</li>
<li>Add into SSU predefined list for User Field 1 & User Field 5-8 fixed.</li>
<li>Fixed issues with import CCL from a backup file.</li>
<li>Show predefined list into edit form as drop-down list.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.3</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 02/21/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>As reported by some customers, fixed issues with purging of UCM backups.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.2</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 02/20/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with UCM where all child UCM processes are closed when the main process is closed.</li>
<li>Fixed issues with Salesforce where it wasn't able to create SalesForceTableSync.xml file and encountered an error.</li>
<li>Fixed issues with MCL of certain customers where MCL wasn't able to remove duplicate contacts.</li>
<li>Added feature in WebAdmin to add two wildcards in sequence where it wasn't possible to add two wildcards in sequence.</li>
<li>Added feature where authorization is needed for MongoDB.</li>
<li>Fixed issues with MCL where it showed only one contact with empty smtp address.</li>
<li>Fixed issues with cleaning history of changes made in past.</li>
<li>Made EPS Backups to stay disabled by default under configuration.</li>
<li>Added a new option <b>Remove folder if empty</b> to enforce deletion of mandatory contacts.</li>
<li>Fixed issues with SSU to restore email addresses from Active Directory for contacts from Master Contact Repository (MCR).</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.1</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/30/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>WebAdmin: Optimization done when loading history items through WebAdmin.</li>
<li>Improvement in Setup Wizard and fixed issues related to setup wizard crashing while extracting current user information.</li>
<li>Fixed issues with UCM: differential cache update for On-Premise Active Directory.</li>
<li>Fixed issues with SSU email's subject.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
7.0.0</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/21/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed issues with Out of memory exception reported some customers.</li>
<li>This is the first release of itrezzo UCM in 64-bit architecture to improve performance.</li>
<li>Added the option where UCM will run each task within it's own process.</li>
<li>Fixed issues with UCM displaying negative count for the updated contacts within the summary report.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.9</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/09/2019 - Released for download.</h3>
<ul style="text-align: left;">
<li>Released a patch with fixed for certain client where LDAP queries has been optimized and fixed errors encountered while importing contacts from Salesforce.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.8</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date<b> - </b>01/08/2019 - Released for Download
</h3>
<ul style="text-align: left;">
<li>Fixed issues with Task Schedule in accordance to time changes during daylight savings.</li>
<li>Added a feature where UCM will check if the existing UCM incremental task created is still there or not and if it is missing, it will recreate it to prevent accidental deletions.</li>
<li>Feature added in UCM to compare contacts based of their case sensitivity and will match them accordingly.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.7</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 01/02/2019 - Released for Download</h3>
<ul style="text-align: left;">
<li>28206 - SSU: Single Profile Configuration.<span face=""></span></li>
<li>28208 - Active Directory: execute LDAP query to particular Domain Controller (Sorting DC by closest).</li>
<li>28215 - Web Admin: optimization ECO web admin loading.</li>
<li>28216 - UCM: don't push photo if it not selected in advanced fields settings.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.6</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 12/19/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Enhancement in advanced and incremental schedule.</li>
<li>Added the ability to add second credentials under Dynamic Override configuration.</li>
<li>Enhancement in the note_formatted field.</li>
<li>Incremental update overwrite Category field for mandatory contacts.</li>
<li><span style="font-family: inherit;">Enhancement if multiple sync tunnels are targeting the same <o:p></o:p></span>sub-folder.</li>
<li>Fix for reading Predefined Mandatory Notes from public folders.</li>
<li>Web Admin enhancement in reloading menu items automatically.</li>
<li>Fix for updating email1 field using Exchange2013.</li>
<li>Fix for updating fileAs field for custom contacts.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.4</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 12/04/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Fixed issues with executing LDAP queries pointing to a specific Domain Controller.</li>
<li>Note: Domain Configuration can be accessed by navigating to Web Admin > Global Configuration > Global Address List - under the option "Manage Domain Controllers".</li>
<li>Fixed an issue where the UCM Incremental Task and Advanced UCM task running simultaneously would cause issues. Fixed by creating a rule for the tasks to run so that "Advanced UCM" task will wait for the completion of "UCM Incremental". The "UCM Incremental" task will be skipped if "Advanced UCM" task is already running. The fix also applies to manual task.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.3</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/28/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Fixed issues with XML configuration file to sync additional tables in Salesforce schema.</li>
<li>Note: After running the config file for the first time, the following file will get created - ECOPlatform\Data\SalesForceTableSync.XML. If you want to import the table, change the import attribute to true (Import="true). By default, all the tables that are related to contacts table, will get imported.</li>
<li>Fixed issues with Salesforce REST API.</li>
<li>Fixed issues when creating CCL from SQL. Fixed the errors while executing stored procedure with two parameters.</li>
<li>Fixed performance issues with UCM where each UCM run takes more time for completion.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.2</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/15/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Updated Dynamic Override where it will be presented with "Maximum Thread Count".</li>
<li>Updates with SSU where the option to show hidden Contact Data Categories on Edit windows is available.</li>
<li>Enhancement with UCM where it would roll source transaction log into target mailboxes (Standard contacts).</li>
<li>Added feature with UCM and UCM to trace memory usage.</li>
<li>Enhancement with ECO Trace log where long lines will be truncated to 200 characters.</li>
<li>Fixed issues for clients getting errors while running UCM incremental tasks.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.1</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/13/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Option of Maximum Thread Count is available in Dynamic Override.</li>
<li>You can now view the Hidden contact data under the Edit window under SSU.</li>
<li>Enhancement in UCM to show transaction logs for Target mailboxes (standard contacts through transaction logs.</li>
<li>Added a feature to trace memory and usage for UCM and ECO.</li>
<li>For ECO transaction logs, the line will be truncated to 200 characters.</li>
<li>Note: Be default, all lines are truncated to 500 characters so prevent loss or necessary information needed to read from the log files such as "Exchange Provider Configuration". </li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.2.0</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/06/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Another fix of CDL where UCM removed user's Calendars from the target mailbox.</li>
<li>Fixed issues with errors being encountered while updating the ecodb version.</li>
<li>Few changes in the interface changes in the User Statistics option in UCM Web Admin.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.48</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 11/05/2018 - Released for Download.</h3>
<ul style="text-align: left;">
<li>Fixed issues where itrezzo ECO generates extremely high CPU loads on domain controllers.</li>
<li>Fixed issues with CDL, where UCM removes user's calendars.</li>
<li>Note: For the restoring calendars from the Deleted Items folder it is necessary select MessageClass = Appointments and enumerate folder names in the text box.</li>
<li>Added support for TLS 1.2 for Setup tool and Public Folder Migration Wizard tool.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.47</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 10/24/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Fixed the issue with Cleaning up cache file in the Temp folder.</li>
<li>This new version will clean up files in the temp folder from the past after running the first UCM Incremental Task.</li>
<li>Manual clean-up of files is only needed when the disk is totally filled up and itrezzo UCM cannot start.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.46</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 10/22/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Added feature of Calendar incremental Sync.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.45</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 10/12/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>SSU Ping shouldn’t run if both External and Internal SSU Tasks are disabled.</li>
<li>Error during updating cache of collection.</li>
<li>CDL: remove calendar from mailbox only if user is removed as a target.</li>
<li>Exchange 2013: Clean-up itrezzo obsolete contacts task works wrong with empty data/time fields.</li>
<li>WebAdmin: DDC tab on UCM config page should be dismissed.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.43</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 10/10/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Fixed issues with Custom Tasks as reported by some clients.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.41</h2>
<h3 style="text-align: left;">
Release Date - 10/05/2018 - Released for Download </h3>
<ul style="text-align: left;">
<li>Fixed issues with cleaning up Obsolete Contacts using Custom Tasks.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.40</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/28/2018 - Released for Download</h3>
<ul style="text-align: left;">
<li>Fixed known issues with memory leak.</li>
<li>CCL option to clear field values added - use with caution cause custom contacts are not backed up.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.39</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/20/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Issues with accessing Public Folders from Exchange Online fixed in this version.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.38</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/06/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Regular update with improvement in tool and general fixes.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.37</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 09/03/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed the issues with leading zero reported by a client.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.35</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/23/2018 - Released for Download.</h3>
<ul style="text-align: left;">
<li>28174 - Remove the option of "Exchange 2015" available to selct under ECO configuration.</li>
<li>28172 - Improvement in uploading the ECO diagnostics.</li>
<li>28171 - Fixed issues reported by clients where each UCM run process different amount of mailboxes.</li>
<li>28170 - Fixed another issues reported where getting the error "Object reference not set to an instance of an object."</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.34</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/03/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Released the fix with general hotfixes within the tool for improvement of the tool.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.32</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 08/02/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>28130 - Fixed issues with Source Transaction Logs and fixed issue with Mango DB index.</li>
<li>28129 - Updated Entity Framework to the latest version.</li>
<li>28123 - Fixed errors during updating data sources for certain clients.</li>
<li>28106 - Fixed issues to display Correct text message on Backup Migration warning.</li>
<li>28105 - Fixed issues for a client where they keep getting OutOfMemory error during mailbox update.</li>
<li>28093 - Add features in Custom Task where Field Purge needs same choice dialog as other Custom Tasks for the target users (User, DL, Collection, etc.).</li>
<li>28087 - Fixed issues with Custom tasks - case sensitive letters.</li>
<li>28131 - Fixed issues related to the error - invalid XML, (400) Bad Request.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.29</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/20/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed bugs and general issues as reported by clients with the support team.</li>
</ul>
<div>
<br /></div>
<h2 style="text-align: left;">
6.1.27</h2>
<div style="font-size: medium; font-weight: 400;">
</div>
<h3 style="text-align: left;">
Release Date - 07/08/2018 - Released for download.</h3>
<ul style="text-align: left;">
<li>Fixed general issues and fixed issues with Custom Task cleanup.</li>
</ul>
</div>
Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-88252112225875675322020-04-30T09:48:00.000-07:002020-04-30T10:04:30.701-07:00itrezzo Unified Contact Management (UCM) Prerequisites<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #222222; font-family: "roboto"; font-size: 12px; font-weight: 700; white-space: nowrap;">By Harpreet Singh Wasu</span><br />
<div>
<span style="background-color: white; color: #222222; font-family: "roboto"; font-size: 12px; font-weight: 700; white-space: nowrap;"><br /></span></div>
Ready to install and deploy itrezzo UCM software on a server in your environment ?<br />
<br />
Before you install and deploy itrezzo UCM, please go through the prerequisites below for a smooth installation and on-boarding process.<br />
<br />
<span style="font-family: inherit;"><b><u>Important:</u></b> It is essential that all the prerequisites are completed prior to the installation to make sure all software components are working as designed and to avoid re-installation.</span><br />
<br />
<b><u>itrezzo Service Account and Permissions:</u></b><br />
<br />
<ul style="text-align: left;">
<li>You will need to create a user account in Active Directory (On-Premise) which will be used as a Service Account for itrezzo UCM.</li>
</ul>
<ul style="text-align: left;">
<li>The itrezzo Service Account must be Mail-Enabled.</li>
</ul>
<ul style="text-align: left;">
<li>The Service Account mailbox should be able to receive emails from internal recipients.</li>
</ul>
<div>
<u style="font-weight: bold;">Important Note:</u> The Service Account created <b>must not </b>be a 'Managed Service Account (M.S.A.)'. A Managed Service Account's password is not managed by any Administrator and since the password is managed by the server itself, the account's password gets changed in every 30 days automatically.<br />
This causes the itrezzo UCM services to stop every-time the password gets changed.<br />
Also this account doesn't have a mailbox as the password is not known to a user or an Administrator and hence you cannot login to a Managed Service Account manually.</div>
<div>
<br /></div>
<div>
Another point to consider is that if a previously used normal service account for itrezzo UCM is converted to a managed service account, all the existing configuration of itrezzo UCM will be lost and cannot be recovered. </div>
<ul style="text-align: left;">
<li>All Retention Policies and Archiving <b>MUST </b>be disabled on this mailbox.</li>
</ul>
<ul style="text-align: left;">
<li>The service account does not need to be a Domain Admin. It can be a user account with a user mailbox.</li>
</ul>
<ul style="text-align: left;"></ul>
<ul style="text-align: left;">
<li>For <b>Exchange Server 2010</b>, the Service Account created will need <b>Full Access</b> to Exchange mailboxes. </li>
</ul>
The easiest way is to grant the permissions at the mailbox database level, so that whenever a new user is added, it will obtain the inherited permission from the Mailbox Databases.<br />
<ul style="text-align: left;">
</ul>
This permission can be easily applied using Exchange Management Shell from the On-Premise Exchange Server and this command will cover all available Mailbox Databases.<br />
<br />
<b><u>Please Note:</u></b> The below PowerShell cmdlet only applies for Exchange Server 2010.<br />
<br />
<i>Get-MailboxDatabase | Add-ADPermission -User "srv-ucm" -AccessRights ExtendedRight -ExtendedRights Receive-As,Send-As</i><br />
<br />
In the above command, replace "<i>srv-ucm</i>"with the itrezzo Service Account you created.<br />
<ul style="text-align: left;">
</ul>
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-Oicdmeer3s4/XK8IDPHEidI/AAAAAAAAAs8/Q4T09WormNYgGDL0Sd5zPDR0iWNSzztIACLcBGAs/s1600/itrezzo%2Bsvc.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="148" data-original-width="1271" height="46" src="https://4.bp.blogspot.com/-Oicdmeer3s4/XK8IDPHEidI/AAAAAAAAAs8/Q4T09WormNYgGDL0Sd5zPDR0iWNSzztIACLcBGAs/s400/itrezzo%2Bsvc.jpg" width="400" /></a></div>
<ul style="text-align: left;">
<li>If your Exchange environment is <b>Exchange Server 2013/2016/2019</b> or <b>Office 365 (Exchange Online)</b>, then you need to grant <b>Application Impersonation Role</b> to this Service Account so that it can create, modify and delete contacts in the desired mailboxes.</li>
</ul>
Please follow our article that provides detailed steps on <b><a href="https://blog.itrezzo.com/2018/09/Set-Exchange-impersonation-mode-for-Exchange-365.html" target="_blank">How to Set Impersonation Mode for GAL or Public Folder Sync to User Mailboxes</a></b><br />
<br />
<u>You will also need to setup an Exchange Throttling Policy:</u><br />
<br />
<i>New-ThrottlingPolicy itrezzoSvcPolicy</i><br />
<i>Set-Mailbox "itrezzo" -ThrottlingPolicy itrezzoSvcPolicy</i><br />
<i>Set-ThrottlingPolicy itrezzoSvcPolicy -EWSMaxConcurrency Unlimited -EwsMaxBurst Unlimited -EWSMaxSubscriptions 10000 -EWSCutoffBalance Unlimited</i><br />
<ul style="text-align: left;">
</ul>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<b><u>Server Requirements:</u></b><br />
<br />
We recommend you to create a new VM which is a member server (Server joined to a domain) to run itrezzo UCM. If you wish to use an existing server, avoid one with existing IIS applications.<br />
<br />
<b><u>Important Note:</u></b> We DO NOT support or recommend installing or running itrezzo UCM on a server running Exchange Server or a Domain controller.<br />
<br />
<b>Below are the server requirements:</b><br />
<ul style="text-align: left;">
<li>Member Server (Server joined to your AD domain) running <b>Windows Server 2012/2016/2019</b> either bare iron, or a Virtual Guest.</li>
</ul>
<ul style="text-align: left;">
<li>Minimum RAM - 4 GB for less than 300 target mailboxes and 8 GB RAM if the target mailboxes are more than 300.</li>
</ul>
<ul style="text-align: left;">
<li>Minimum two processor cores for less than 300 target mailboxes, 4 CPU's for more than 300 target mailboxes.</li>
</ul>
<ul style="text-align: left;">
<li>Minimum free Hard Disk space required - 10 GB.</li>
</ul>
<ul style="text-align: left;">
<li>Must have Internet access and Port 80 should be open for inbound & outbound connection.</li>
</ul>
<br />
<b><u>Preparing your Server for itrezzo UCM:</u></b><br />
<br />
Add the Service Account created for itrezzo to the 'Local Administrators" group on the Member Server where you will install itrezzo UCM using the below steps:<br />
<br />
<ol style="text-align: left;">
<li>Open S<b>erver Manager</b> > Click on <b>Tools</b> on the Top Right </li>
<li>Select <b>Computer Management</b></li>
<li>On the left hand navigation, expand <b>Local Users and Groups</b> > <b>Groups</b></li>
<li>Right Click on <b>Administrators</b> > <b>Properties</b> > <b>Add</b></li>
<li>Enter the name of the new Service Account that we created > Check Names > OK.</li>
<li>Apply > OK.</li>
</ol>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-Ug2hcsnNzQ0/XEnSzJy1L1I/AAAAAAAAAeE/AmSn8uuA6lUJIGbsv1jFnYHM5VNOMDqyACLcBGAs/s1600/3.%2BLocal%2BUser%2Band%2BCompueter%2B-%2BAdministrators.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="756" data-original-width="1051" height="287" src="https://4.bp.blogspot.com/-Ug2hcsnNzQ0/XEnSzJy1L1I/AAAAAAAAAeE/AmSn8uuA6lUJIGbsv1jFnYHM5VNOMDqyACLcBGAs/s400/3.%2BLocal%2BUser%2Band%2BCompueter%2B-%2BAdministrators.jpg" width="400" /></a></div>
<br />
<b>You can also open Local User and Groups on a Member server using Run command.</b><br />
<br />
<ul style="text-align: left;">
<li>Open Run prompt using Windows + R key on your keyboard.</li>
<li>Type <b>LUSRMGR.msc</b> and hit Enter.</li>
</ul>
<br />
<b>The next step is to set the Service Account to 'Log On as a Service".</b><br />
<br />
<ol style="text-align: left;">
<li>Open <b>Run</b> prompt using Windows + R key on your keyboard.</li>
<li>Type <b>secpol.msc</b> to open <b>Local Security Policy MMC console</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-9IeFMmgWfTY/XEnbDZfp58I/AAAAAAAAAec/Cg9lyfWaqYkdZqFoExrF1AFwpJHiFMeqgCLcBGAs/s1600/4.%2Bsecpol.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="325" data-original-width="506" src="https://3.bp.blogspot.com/-9IeFMmgWfTY/XEnbDZfp58I/AAAAAAAAAec/Cg9lyfWaqYkdZqFoExrF1AFwpJHiFMeqgCLcBGAs/s1600/4.%2Bsecpol.jpg" /></a></div>
</li>
<li>Expand <b>Local Policies</b> > Select <b>Users Rights Assignment</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-qnzourrmdeY/XEnbrg7LRUI/AAAAAAAAAek/6IVDx7_CsPQVSGy8Lf2jwnJe-jcbx10WgCLcBGAs/s1600/5.%2BLocal%2BSecurity%2BPolicy.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="767" data-original-width="1146" height="267" src="https://3.bp.blogspot.com/-qnzourrmdeY/XEnbrg7LRUI/AAAAAAAAAek/6IVDx7_CsPQVSGy8Lf2jwnJe-jcbx10WgCLcBGAs/s400/5.%2BLocal%2BSecurity%2BPolicy.jpg" width="400" /></a></div>
</li>
<li>Under list of Policies, double click on <b>Log on as a service</b>.</li>
<li>Click <b>Add User or Group</b> > Type the name of itrezzo Service Account > Check Names > OK.</li>
<li>Apply > OK.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-BF6tOlHDrqA/XEncolFj3TI/AAAAAAAAAew/ugOOS74Z_IIwtCKZwqK3K9b8TenzRlC4QCLcBGAs/s1600/6.%2BLocal%2BSecurity%2BPolicy%2B-%2BUser%2BRights%2BAssignment.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="754" data-original-width="1130" height="266" src="https://2.bp.blogspot.com/-BF6tOlHDrqA/XEncolFj3TI/AAAAAAAAAew/ugOOS74Z_IIwtCKZwqK3K9b8TenzRlC4QCLcBGAs/s400/6.%2BLocal%2BSecurity%2BPolicy%2B-%2BUser%2BRights%2BAssignment.jpg" width="400" /></a></div>
</li>
<li>Log Off from the server and login again as the itrezzo Service Account.</li>
</ol>
<br />
<ul style="text-align: left;">
<li>The itrezzo Web Admin requires Silverlight and Internet Explorer. Turn Off IE Enhanced Security Configuration on the member server.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-FW1ShFDp5Sw/XEneKedugOI/AAAAAAAAAfI/LtWCJbd7eCYLCsYr1zy6wXRLeHkS2XAXQCLcBGAs/s1600/7.%2BIR%2BEnhaced%2BSecurity%2BConfiguration.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="576" data-original-width="849" height="271" src="https://1.bp.blogspot.com/-FW1ShFDp5Sw/XEneKedugOI/AAAAAAAAAfI/LtWCJbd7eCYLCsYr1zy6wXRLeHkS2XAXQCLcBGAs/s400/7.%2BIR%2BEnhaced%2BSecurity%2BConfiguration.jpg" width="400" /></a></div>
</li>
</ul>
<ul style="text-align: left;">
<li>We have found that network packet inspection software such as Cylance, Symantec Endpoint Protection, Sophos, Cisco AMP cause exceptionally poor performance outcomes. These options should be disabled for the network on this server. Thousands of EWS packets are sent and received to the Exchange environment via port 443 and also multiple internal network ports are used to pass data between modules in the software. Packet inspection software can drastically affect performance and cause mailboxes not to get updated with the latest contact and calendar changes.</li>
</ul>
<ul style="text-align: left;">
<li>Also, any <b>REAL TIME</b> antivirus file monitoring should have an exclusion for the <b>\Program Files (x86)\itrezzoAgent\... </b>folders on the server.</li>
</ul>
<br />
<br />
<b><u>Software Requirements:</u></b><br />
<br />
<ul style="text-align: left;">
<li>Latest .NET Framework installed. Click here to <b><a href="https://dotnet.microsoft.com/download/dotnet-framework-runtime" target="_blank">download the latest .NET Framework from Microsoft.</a></b></li>
</ul>
<ul style="text-align: left;">
<li>itrezzo UCM uses IIS on Port 80 so there are some roles and features that needs to be installed and configured. Please refer to <b><a href="https://blog.itrezzo.com/2014/09/configure-IIS-unified-contact-admin.html" target="_blank">Configuring Unified Contact Management on Windows 2012</a></b></li>
</ul>
<br />
<b><u>Firewall Requirements:</u></b><br />
<br />
<ul style="text-align: left;">
<li>We recommend that the Windows Firewall should be Turned Off on the Server running itrezzo UCM.</li>
</ul>
If your organization cannot afford to keep the Firewall off, then the below ports must be open:<br />
<div>
<br />
<ul style="text-align: left;">
<li>Port 80 - It is used to run the itrezzo Web Admin locally.</li>
</ul>
<ul style="text-align: left;">
<li>Port 443 - Required to make EWS calls to and from the Exchange Servers.</li>
</ul>
<ul style="text-align: left;">
<li>Port 389 - itrezzo UCM uses LDAP port at 389 to communicate with AD.</li>
</ul>
<ul style="text-align: left;">
<li>In addition to this, all internal high-range ports must be open (like 49241 and up) - these are used to communicate between ECO, UCM, SSU and the Web Admin.</li>
</ul>
<div>
<ul style="text-align: left;"></ul>
<br />
<b><u>Download the itrezzo UCM software from the below link:</u></b><br />
<br />
<ul style="text-align: left;">
<li><a href="http://support1.itrezzo.com/updates/server/" target="_blank"><b>Itrezzo UCM</b></a></li>
</ul>
</div>
</div>
</div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-6667318906854668752019-03-05T00:37:00.000-08:002019-03-05T00:37:23.552-08:00Step-By-Step: Setting up itrezzo UCM - Part - 4<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="text-align: center;">
Choosing the target folder for synced contacts, licensing users in itrezzo UCM & creating a Schedule Sync Task.</h2>
<div>
By: Harpreet Singh Wasu</div>
<div>
<br />
This is the Part-4 of the Step-by-Step series <span style="font-family: inherit;">on how to setup itrezzo UCM for the first time.</span><br />
To check previous blogs of this series, follow the below links:<br />
<br />
<ol style="text-align: left;">
<li><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_4.html" target="_blank"><b>Step-By-Step: Setting up itrezzo UCM - Part - I</b></a></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_92.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 2</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 3</a></b></li>
</ol>
</div>
<h3 style="text-align: center;">
Choosing target folder in Outlook where the contacts will get pushed</h3>
<div>
<br />
<ol style="text-align: left;">
<li style="text-align: left;">Open <b>itrezzo Web Admin</b> > expand <b>Unified Contact Manager (UCM)</b> on the left navigation pane.</li>
<li>Click on <b>Configuration</b> > select <b>Sync Options</b> tab.</li>
<li><span style="font-family: inherit;">This is where you have to decide where you want to put the
Contact List in a sub-folder or whether you want to put it in the default
contacts folder.</span></li>
<li><span style="font-family: inherit;">To put the new Contact List in a sub-folder, check mark the
option </span><b style="font-family: inherit;">Put Mandatory Contacts in Sub Folder</b><span style="font-family: inherit;"> & click on </span><b style="font-family: inherit;">Set sub-folder
name</b><span style="font-family: inherit;"> to give a name to the target </span>sub-folder<span style="font-family: inherit;">. If you do not </span>specify<span style="font-family: inherit;"> a custom name, by default it will give the name </span><b style="font-family: inherit;">itrezzo
MCL</b><span style="font-family: inherit;">.</span></li>
<li><span style="font-family: inherit;">In order to prevent creation of duplicates, choose <b>Move existing
contacts</b> to <b>Always</b> from the drop down
next to it. So, if it finds a contact that matches from the GAL in your default
Contacts folder, it is going to grab that contact and put it in the sub-folder
and start managing it from now and will update it with current information.</span></li>
<li><span style="font-family: inherit;">The next important box to check is <b>Remove Obsolete
Mandatory Contacts</b>. So, if one of the synced contacts disappears from GAL or
you remove it – for example if a employee has left the organization, and you
want that contact to get deleted automatically from the targeted users, then keep this
option checked or else leave it unchecked if you want the deleted contact to still appear in the mailbox of targeted users.</span></li>
<li><span style="font-family: inherit;">In the Contacts Notes option, choose either <b>Use Most
trusted Source</b> or <b>Never write to this field</b>.</span></li>
<li><span style="font-family: inherit;"><b>Use most trusted source</b> means
if there is a note in the contact in Active Directory or any of the <b>Alternate Contact Sources (ACS) </b> like
in the PF, then it will push that Note along with the Contact.</span></li>
<li><span style="font-family: inherit;">In the </span><b style="font-family: inherit;">File As Rule</b><span style="font-family: inherit;">, you can choose how your contacts should
appear, First name, Last Name or Last Name, </span>First<span style="font-family: inherit;"> name. The default value is <b>Never overwrite existing value</b>.</span></li>
<li><span style="font-family: inherit;">The next option to check is </span><b style="font-family: inherit;">Update custom contacts</b><span style="font-family: inherit;"> unless
you have a </span><b style="font-family: inherit;">Custom Contact List</b><span style="font-family: inherit;">.</span></li>
<li>Also deselect the option of <b>Send notification of all contact
updates</b> if you do not wish to receive notifications at every sync. After this
keep the other settings as default & click <b>Save</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-RkUoY6v0Ito/XHxSKTZiS9I/AAAAAAAAApU/kmzZ0tpPjckEGRXycdud7uI1aOuT1a_tQCLcBGAs/s1600/43.%2BConfiguration%2BSettngs.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="820" data-original-width="1600" height="204" src="https://3.bp.blogspot.com/-RkUoY6v0Ito/XHxSKTZiS9I/AAAAAAAAApU/kmzZ0tpPjckEGRXycdud7uI1aOuT1a_tQCLcBGAs/s400/43.%2BConfiguration%2BSettngs.jpg" width="400" /></a></div>
</li>
</ol>
<br />
<br />
<h3 style="text-align: center;">
License target user mailboxes in itrezzo Web Admin to receive required contacts</h3>
</div>
<div>
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<ol style="text-align: left;">
<li>After this step, the next step is to License the Target
Users. Itrezzo UCM pushes contacts only to licensed users within itrezzo UCM. To make sure the target
users are licensed, please follow the below steps:</li>
<li><span style="font-family: inherit;">Expand <b>Unified Contact Manager</b> from the left navigation pane
> <b>User Statistics</b>. You can also click on the <b>User Statistics</b> icon at
the <b>top right corner</b> in the green bar.</span></li>
<li><span style="font-family: inherit;">Select <b>User Enablement</b>, fifth icon from the top right in the
grey bar.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-mllN4eS9hG0/XHxUlYEFNVI/AAAAAAAAAps/d-WMO4nh-TcO-AWToHBX9Y0nVjbHNLDTwCEwYBhgL/s1600/44.%2BUser%2Benablement.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="359" data-original-width="1600" height="88" src="https://3.bp.blogspot.com/-mllN4eS9hG0/XHxUlYEFNVI/AAAAAAAAAps/d-WMO4nh-TcO-AWToHBX9Y0nVjbHNLDTwCEwYBhgL/s400/44.%2BUser%2Benablement.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Check mark the box for <b>Automatically add users to the
license packs</b> > Click <b>Manage</b> > <b>Choose Collections</b> > <b>Add GAL Targets</b>
> <b>Save.</b></span></li>
<li><span style="font-family: inherit;">Check mark the option <b>Remove users who are not members of
the DL’s</b>.</span></li>
<li><span style="font-family: inherit;">Also check mark the option </span><b style="font-family: inherit;">Remove disabled accounts from
license</b><span style="font-family: inherit;"> > </span><b style="font-family: inherit;">Save<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-nYk_mgro5Rc/XHxU1JDaQHI/AAAAAAAAApw/hkRA8AQqT4QvWZ3kD_44BauGrsU69Y62QCLcBGAs/s1600/45.%2BAssign%2Blicenses%2Bto%2BGAL%2BTargets.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="473" src="https://1.bp.blogspot.com/-nYk_mgro5Rc/XHxU1JDaQHI/AAAAAAAAApw/hkRA8AQqT4QvWZ3kD_44BauGrsU69Y62QCLcBGAs/s1600/45.%2BAssign%2Blicenses%2Bto%2BGAL%2BTargets.jpg" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</b></li>
</ol>
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<ul style="text-align: left;">
<li><span style="font-family: inherit;">Now, itrezzo UCM will perform a license check and a pop up at
the bottom right of the taskbar will show the progress.</span></li>
<li><span style="font-family: inherit;">Once the licenses are updated & applied, you will see the <b>Active status
on license</b> in the User Statistics window. The <b>Last updated</b> column specifies
when the mailbox was updated last. The Exchange column shows which Exchange
Server you are on.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-J4rBgy4QzdY/XHxVKTA2hwI/AAAAAAAAAp8/LnolEEC_PwUM7YQyQte42Lqv63jmCfEzwCLcBGAs/s1600/46.%2BLicense%2BActive%2Bstatus.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="252" data-original-width="543" height="185" src="https://1.bp.blogspot.com/-J4rBgy4QzdY/XHxVKTA2hwI/AAAAAAAAAp8/LnolEEC_PwUM7YQyQte42Lqv63jmCfEzwCLcBGAs/s400/46.%2BLicense%2BActive%2Bstatus.jpg" width="400" /></a></div>
</span></li>
</ul>
<br />
<br />
<h3 style="text-align: center;">
Turn off EPS backups and enabled UCM backups</h3>
<div>
<br /></div>
<div style="text-align: left;">
<div class="MsoNormal">
</div>
<ol style="text-align: left;">
<li><span style="font-family: inherit;">The next step is to <b>turn off EPS Backups</b> & <b>enable UCM
backups</b>. The UCM backups uses the <b>MongoDB</b> database that is built-in within itrezzo UCM. Perform the below steps:</span></li>
<li><span style="font-family: inherit;">Go to</span><span style="font-family: inherit;"> </span><span style="font-family: inherit;"><b>UCM</b> >
<b>Configuration</b></span></li>
<li><span style="font-family: inherit;">Select the <b>Backup Options</b> tab on the top.</span></li>
<li><span style="font-family: inherit;">Set the option of <b>Limit attachment to contacts per item to
0</b> &</span><span style="font-family: inherit;"> </span><span style="font-family: inherit;"><b>Purge items older than </b>to <b>0 </b>days.</span></li>
<li><span style="font-family: inherit;">Check mark the option of <b>UCM backups</b> & click on <b>Configure</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-lgju6GSXA_4/XHxjw3cNJRI/AAAAAAAAAq0/MjgG7ZV_zuQANMB8gP64e_Qrz7ZNr_-mQCLcBGAs/s1600/47.%2BTurn%2Bon%2BEPS%2Bbackups%2Band%2Benable%2BUCM%2Bbackups.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="389" data-original-width="1011" height="153" src="https://2.bp.blogspot.com/-lgju6GSXA_4/XHxjw3cNJRI/AAAAAAAAAq0/MjgG7ZV_zuQANMB8gP64e_Qrz7ZNr_-mQCLcBGAs/s400/47.%2BTurn%2Bon%2BEPS%2Bbackups%2Band%2Benable%2BUCM%2Bbackups.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Select <b>Monthly</b> from radio button & you can choose the date of your choice – in our example First of every month > Click on <b>Save</b>.<div class="separator" style="clear: both; text-align: center;">
</div>
</span></li>
<li><span style="font-family: inherit;">This will Purge items older that whatever number of days you
choose to, for example 30 days.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-MWbB6hU38Sc/XHxjg0RTVKI/AAAAAAAAAqs/AXGND2tNjFAP6a8XjVA87OKIqLo6_AbEQCLcBGAs/s1600/49.%2BUCM%2Bbackups%2B-%2Bmonthly%2Bschedule%2Bto%2Brun.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="502" data-original-width="701" height="285" src="https://4.bp.blogspot.com/-MWbB6hU38Sc/XHxjg0RTVKI/AAAAAAAAAqs/AXGND2tNjFAP6a8XjVA87OKIqLo6_AbEQCLcBGAs/s400/49.%2BUCM%2Bbackups%2B-%2Bmonthly%2Bschedule%2Bto%2Brun.jpg" width="400" /></a></div>
</span></li>
</ol>
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<span style="font-family: inherit;"><br /></span></div>
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<span style="font-family: inherit;">The contacts are backed up in the MongoDB database which is built-in within the itrezoo UCM itself.</span></div>
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<span style="font-family: inherit;"><br /></span></div>
<h3 style="text-align: center;">
<span style="font-family: inherit;">Run a manual sync on one target user mailbox for testing the configuration</span></h3>
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<span style="font-family: inherit;">To begin our testing on one target user for demo purpose, we are now going to run a manual sync on one target user. </span><br />
<br />
<ol style="text-align: left;">
<li><span style="font-family: inherit;">From the <b>User Statistics</b>
window, <b>right click</b> on the <b>target user mailbox</b> and choose <b>Run UCM Now</b>. It
will run all the default settings on this target mailbox only. You can track
the progress from the bottom right corner.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-fF2ZG9x1okI/XHxj_695JUI/AAAAAAAAAq4/ce5XUU3i_YoXFqdVRo_tbVXzzRL_sWedwCLcBGAs/s1600/48.%2BRun%2BUCM%2Bnow%2Bon%2BTarget%2Bmailbox%2Bfrom%2BUser%2BStatistics.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="485" data-original-width="685" height="283" src="https://4.bp.blogspot.com/-fF2ZG9x1okI/XHxj_695JUI/AAAAAAAAAq4/ce5XUU3i_YoXFqdVRo_tbVXzzRL_sWedwCLcBGAs/s400/48.%2BRun%2BUCM%2Bnow%2Bon%2BTarget%2Bmailbox%2Bfrom%2BUser%2BStatistics.jpg" width="400" /></a></div>
</span></li>
</ol>
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<ul style="text-align: left;">
<li><span style="font-family: inherit;">It is very important that the target user must be licenses because the first task itrezzo UCM does in the background is that it caches all
the Source and Target information within itself, then it updates the Collections and finally it
updates the Licensed users.</span></li>
<li><span style="font-family: inherit;">Also, as the target mailbox starts getting updated, a <b>log file</b> with the name of the target user
will get created in <b>C:\Windows\Program Files(x86)\itrezzoAgent\Logs\Day_of_the_Week\.</b> </span></li>
<li><span style="font-family: inherit;">You can drag the log file to the </span><b style="font-family: inherit;">Tail</b><span style="font-family: inherit;">
icon on the desktop to see how the target user(s) are getting updated.</span></li>
<li><span style="font-family: inherit;">Once itrezzo UCM finishes updating target user mailbox, you can see the
columns in main screen of User Statistics will have value populated like MCL – 21, CCL – 0, Elapsed - 87 (which means it took 87 seconds), Age –
18 ( meaning DDC was 18 seconds old). Once you verify that the test sync worked as expected, you can move on to the last step, which is creating a Schedule Sync task.</span></li>
</ul>
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<br />
<h3 style="text-align: center;">
Setting up a Schedule Sync task in itrezzo UCM</h3>
<br />
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<span style="font-family: inherit;">The last thing which is required for setting up itrezzo UCM for the first time & this demo step-by -step setup is to setup a Schedule Task to run automatically.</span></div>
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<ol style="text-align: left;">
<li><span style="font-family: inherit;">Go to <b>UCM</b> > <b>Schedule & Custom Tasks</b> > Click on the <b>+</b> sign on the top right corner.</span></li>
<li><span style="font-family: inherit;">In the <b>Advanced Schedule</b> window, choose <b>Daily</b> & choose
different times like 4 AM, 7 PM as an example.</span></li>
<li><span style="font-family: inherit;">From the drop down, choose <b>GAL Targets</b>.</span></li>
<li><span style="font-family: inherit;">Check mark the following options: </span><span style="font-family: inherit;"><b>Data Dictionary Age with default values</b>, </span><span style="font-family: inherit;"><b>Collection age with default values</b>, </span><span style="font-family: inherit;"><b>Auto-license age – with default values</b>, </span><span style="font-family: inherit;"><b>Mandatory Contacts Lists</b>, </span><span style="font-family: inherit;"><b>Contact photos</b>.</span></li>
<li><span style="font-family: inherit;">Once you are done selecting all the above options, hit <b>Save</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-v30bvtde768/XHxmqvLpYkI/AAAAAAAAArU/CfDDIMjiy1cZxyFoJImvWo8EyRJQz7ZkQCLcBGAs/s1600/50.%2BSchedule%2B%2526%2BCustom%2Btask.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="625" data-original-width="1600" height="155" src="https://3.bp.blogspot.com/-v30bvtde768/XHxmqvLpYkI/AAAAAAAAArU/CfDDIMjiy1cZxyFoJImvWo8EyRJQz7ZkQCLcBGAs/s400/50.%2BSchedule%2B%2526%2BCustom%2Btask.jpg" width="400" /></a></div>
</span></li>
</ol>
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</div>
<ul style="text-align: left;">
<li><span style="font-family: inherit;">After saving the settings, a new Schedule Task will get
created and will appear under the Schedule & Custom Tasks window. Now,
anytime you would want to run a manual sync task on the users who are members of
the GAL Targets, navigate to this page and right click on the created task and
choose Run Now.</span></li>
<li><span style="font-family: inherit;">If you want to run a manual sync on a particular target user mailbox, you will need to do it
from the User Statistics window just as we did ran a manual sync for a test user above. In case
you want to run a manual sync on all user mailboxes which are members of the GAL
Targets, then you need to run</span><span style="font-family: inherit;"> </span><span style="font-family: inherit;">a manual
sync from Schedule & Custom Tasks window.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-Cd0e_DsC9Gg/XHxmzk4R2tI/AAAAAAAAArY/xkCL1FVeKXMC2akFEiBowlRerxGSRYTtQCLcBGAs/s1600/51.%2BManually%2Brun%2Ba%2BSchedule%2BTask.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="371" data-original-width="998" height="147" src="https://1.bp.blogspot.com/-Cd0e_DsC9Gg/XHxmzk4R2tI/AAAAAAAAArY/xkCL1FVeKXMC2akFEiBowlRerxGSRYTtQCLcBGAs/s400/51.%2BManually%2Brun%2Ba%2BSchedule%2BTask.jpg" width="400" /></a></div>
</span></li>
</ul>
<br />
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This completes all the necessary steps required to configure itrezzo UCM for you. I hope you find this series of blog post helpful and easy to follow. </div>
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In case you have any feedback or suggestions for us, do write us in the comments below or if you require any further assistance, feel free to reach out to the support team and we will always be there to assist you and answer all of your queries.</div>
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Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-37372023384685346982019-03-05T00:26:00.000-08:002019-03-06T22:29:11.989-08:00Step-By-Step: Setting up itrezzo UCM - Part - 3<div dir="ltr" style="text-align: left;" trbidi="on">
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<h2 style="text-align: center;">
Configuring itrezzo UCM - Part-1 -Running License Checks, creating a Collection in itrezzo UCM and setting up a Mandatory Contact List (MCL) in itrezzo UCM</h2>
<div>
<span style="font-family: inherit;">By: Harpreet Singh Wasu</span></div>
<div>
<span style="font-family: inherit;"><br /></span>
<br />
<div style="font-family: inherit;">
This is the Part-3 of the Step-by-Step series <span style="font-family: inherit;">on how to setup itrezzo UCM for the first time.</span></div>
<div style="font-family: inherit;">
To check other blogs of this series, follow the below links:</div>
<ol>
<li style="font-family: inherit;"><b style="font-family: inherit;"><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_4.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - I</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_92.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 2</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_5.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 4</a></b></li>
</ol>
<ol style="text-align: left;">
</ol>
<br />
<ol style="text-align: left;">
</ol>
</div>
<span style="font-family: inherit;">The first-time you run the itrezzo Web Administrator, you
will see a new wizard to follow. We would recommend to close that by clicking on <b>Cancel</b> and recommend you to follow the
below steps:<o:p></o:p></span><br />
<span style="font-family: inherit;"><br /></span></div>
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<a href="https://4.bp.blogspot.com/-hVWrm4_0J-Q/XGrD_g16hsI/AAAAAAAAAnY/tOMhynASdhwjY7z1x72dLYrGkQbZnPmnACLcBGAs/s1600/32.%2Bitrezzo%2BWeb%2BAdmin%2B-%2BFirst%2Buse%2Bwizard.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="574" data-original-width="681" height="336" src="https://4.bp.blogspot.com/-hVWrm4_0J-Q/XGrD_g16hsI/AAAAAAAAAnY/tOMhynASdhwjY7z1x72dLYrGkQbZnPmnACLcBGAs/s400/32.%2Bitrezzo%2BWeb%2BAdmin%2B-%2BFirst%2Buse%2Bwizard.jpg" width="400" /></a></div>
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<span style="font-family: inherit;">At the bottom right corner of the Web Administrator, you
will be able to identify the service account and the target service mailbox.<o:p></o:p></span><br />
<span style="font-family: inherit;"><br /></span>
<br />
<h3 style="text-align: center;">
<span style="font-family: inherit;">Running Licensing checks on itrezzo UCM to make sure your purchased licenses appear in UCM</span></h3>
</div>
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<span style="font-family: inherit;"><span style="mso-tab-count: 1;"> </span><o:p></o:p></span></div>
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<ul style="text-align: left;">
<li><span style="font-family: inherit;">Expand <b>Global Configuration</b> on the left navigation pane > <b>License Packs</b> > <b>Tablet & gear icon</b> at the top right corner
to Run License checks. <div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-7zSPMO15iHA/XGrEStt388I/AAAAAAAAAng/TdPWucjqFyIthlTUt7hDS34HlExvOt82ACLcBGAs/s1600/34.%2BLicense%2Bpacks.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="307" data-original-width="1600" height="76" src="https://4.bp.blogspot.com/-7zSPMO15iHA/XGrEStt388I/AAAAAAAAAng/TdPWucjqFyIthlTUt7hDS34HlExvOt82ACLcBGAs/s400/34.%2BLicense%2Bpacks.jpg" width="400" /></a></div>
</span></li>
</ul>
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<span style="font-family: inherit;"><br /></span>
<span style="font-family: inherit;"><b>Note:</b> When you initiate a licensing check, itrezzo UCM at the back-end will check for the license attachment file in the email that you forwarded. itrezzo UCM will convert the same licensing attachment file into a license pack after you forward the email as instructed before.<o:p></o:p></span></div>
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<h3 style="text-align: center;">
Create a Collection in itrezzo UCM</h3>
<br /></div>
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<span style="font-family: inherit;">The next steps now is to create a Collection. <o:p></o:p></span><br />
<span style="font-family: inherit;"><br /></span></div>
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<ol style="text-align: left;">
<li><span style="font-family: inherit;">Click on <b>Collections</b> icon at the top right corner in green bar or expand
<b>Data Dictionary</b> on the left navigation pane & click on <b>Collections</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-6YYOTBHd5DU/XGrOHwRqfZI/AAAAAAAAAn4/yGrN08dAQboDzuCbFEqcGTJUlSEUgCsXwCLcBGAs/s1600/35.%2BCollections.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="392" data-original-width="1370" height="114" src="https://4.bp.blogspot.com/-6YYOTBHd5DU/XGrOHwRqfZI/AAAAAAAAAn4/yGrN08dAQboDzuCbFEqcGTJUlSEUgCsXwCLcBGAs/s400/35.%2BCollections.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Click on the
<b>plus (+)</b> sign at the top right corner to <b>Add a new collection</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-I27asPScSJc/XGrOOyvJIDI/AAAAAAAAAn8/VJxfPtvhZUsii4OZEvllh_V5kkT0yg-FACLcBGAs/s1600/36.%2BAdd%2BCollection.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="393" data-original-width="796" height="196" src="https://3.bp.blogspot.com/-I27asPScSJc/XGrOOyvJIDI/AAAAAAAAAn8/VJxfPtvhZUsii4OZEvllh_V5kkT0yg-FACLcBGAs/s400/36.%2BAdd%2BCollection.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Give a <b>name</b> to the collection in the <b>Collection Name</b> box.
For example – <b>GAL Source</b>.There are different options available for selecting </span><span style="font-family: inherit;">the
<b>source</b> like users, distribution lists, another Collection, Dynamic
Distribution lists, an OU, LDAP Query, etc. </span><span style="font-family: inherit;">In our example, we will click on <b>Group</b> icon on the left and
choose a <b>DL</b> that contains all the users – e.g. “DL All Itrezzo”.</span></li>
<li><span style="font-family: inherit;">You can drag the user or group to the right in the <b>Inclusion List</b> box or click on the Green arrow to put the selected <b>source</b> in the Inclusion List & click on <b>Save</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-gxD2j6IQYVw/XGrOqKOt61I/AAAAAAAAAoI/IURsl2Ryj2opATtdJnQKsgnlPgCCrbjAACLcBGAs/s1600/37.%2BGAL%2BSource%2BCollection.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="688" data-original-width="723" height="380" src="https://4.bp.blogspot.com/-gxD2j6IQYVw/XGrOqKOt61I/AAAAAAAAAoI/IURsl2Ryj2opATtdJnQKsgnlPgCCrbjAACLcBGAs/s400/37.%2BGAL%2BSource%2BCollection.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">After selecting a source, you need some <b>targets</b>. So, you need to create one more collection for Targets & you can name them <b>GAL Targets</b>
or <b>Smartphone Users</b>. Add a user mailbox for example your own mailbox or any other test mailbox in the Inclusion List
in the <b>GAL Targets collection</b> & hit <b>Save</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-m4cFvd2f5eE/XGrOwNU2-WI/AAAAAAAAAoM/KEfLFF74epo-D1_jtIjtBSfzBSOZiX4zQCLcBGAs/s1600/38.%2BGAL%2BTargets.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="686" data-original-width="724" height="378" src="https://2.bp.blogspot.com/-m4cFvd2f5eE/XGrOwNU2-WI/AAAAAAAAAoM/KEfLFF74epo-D1_jtIjtBSfzBSOZiX4zQCLcBGAs/s400/38.%2BGAL%2BTargets.jpg" width="400" /></a></div>
</span></li>
</ol>
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<h3 style="text-align: center;">
Creating & setting up Mandatory Contact List</h3>
<br /></div>
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<span style="font-family: inherit;">After creating the Source & Target collections, the next thing to setup is a Mandatory Contact List.<o:p></o:p></span></div>
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<span style="font-family: inherit;">So what is a Mandatory Contact List ?</span><br />
<span style="font-family: inherit;"><br /></span>
<br />
<ul style="text-align: left;">
<li><span style="font-family: inherit;"><b>Mandatory Contact List (MCL)</b> is a contact list that pulls all the information (attributes) from the source contacts (for example - Public Folder or GAL) and merges that information with the Active Directory by matching the users based on their primary email address (SMTP address) and then this contact list is then pushed to the target user mailboxes.</span></li>
<li>So, if you were using a Public Folder contact list for your MCL source (using Alternate Contact Sources -ACS in UCM) and there were fields in the PF source that did not have data in them (like Business Address Street), then UCM would look up that user in AD using the SMTP address and if the Business Address Street had data (value) in AD, it would merge or combine that information to create a contact to be pushed out to target user mailboxes during the UCM sync pass.</li>
<li><span style="font-family: inherit;">In Simple words, Mandatory Contact List takes whatever the source is and
merge it with whatever contacts are in the Active Directory or in the GAL. It
matches them all and puts them into one single contact.</span></li>
<li><span style="font-family: inherit;">Mandatory Contact List always uses AD as source to merge a contact with. Also the first source as under Alternate Contact Sources like Public Folder or Shared mailbox will always take precedence than whatever is there in Active Directory.</span></li>
<li>If you want to check the precedence then from itrezzo Web Admin, expand <b>Data Dictionary</b> from left navigation pane > expand <b>Alternate Contact Source.</b></li>
<li>The below list will show the order in which they are trusted. Whatever comes first, takes more precedence.</li>
<li>For Example: The sources above the AD which were the Alternate Contact Sources, for e.g. PF, whatever is in that takes precedence over what is there in AD.</li>
</ul>
</div>
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<div style="text-align: center;">
<h3>
<b>Follow the below steps to create a Mandatory Contact List (MCL):</b></h3>
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<ol style="text-align: left;">
<li><span style="font-family: inherit;">To create a Mandatory Contact List, click on <b>Mandatory
Contact List</b> icon on top green bar or expand <b>Unified Contact Manager</b> on the
left navigation & click on <b>Mandatory Contact List</b> > click on the <b>+</b> (plus)
sign at the top right corner.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-EhnsQHKkY40/XG2pMjM1lHI/AAAAAAAAAoo/QpfRxnHzIT8y_Tp5h6-hTGudvLdXr3zsQCLcBGAs/s1600/39.%2BAdd%2BMCL.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="305" data-original-width="823" height="147" src="https://2.bp.blogspot.com/-EhnsQHKkY40/XG2pMjM1lHI/AAAAAAAAAoo/QpfRxnHzIT8y_Tp5h6-hTGudvLdXr3zsQCLcBGAs/s400/39.%2BAdd%2BMCL.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Choose a <b>Name</b> for the Mandatory Contact List (MCL).</span></li>
<li><span style="font-family: inherit;">Select the <b>source</b> from <b>Source: Mandatory Contacts box</b> by
clicking on <b>Select </b>icon & click the <b>Folder</b> icon to see the <b>Collections</b>,
select <b>GAL Source</b> > click <b>Save</b>.</span></li>
<li><span style="font-family: inherit;">Check the box for <b>Include contacts with no email address</b> if you like to include contacts that do not contain any email address.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-Vlp1dhyAYIQ/XG2pc9Trs8I/AAAAAAAAAos/NGLfxgEAx5coNbqxC4BsOt4c9B3_ssfxACLcBGAs/s1600/41.%2BCreating%2Ba%2BMadatory%2BContact%2BList.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="592" data-original-width="1154" height="205" src="https://1.bp.blogspot.com/-Vlp1dhyAYIQ/XG2pc9Trs8I/AAAAAAAAAos/NGLfxgEAx5coNbqxC4BsOt4c9B3_ssfxACLcBGAs/s400/41.%2BCreating%2Ba%2BMadatory%2BContact%2BList.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Also, if there exists any Distribution Lists in the Collection & you want
to push out the SMTP address for it as a contact, then check mark the box <b>Include DL’s as
mandatory Contacts</b>. So, if there is a Distribution List in there, for e.g All
Itrezzo Users which has a SMTP address, that will be pushed as a Mandatory
Contact so that the user will be able to email to that Distribution List from
there phone. Normally you don’t see the Distribution List on the phone and this is
not supported by Outlook as well.</span></li>
<li><span style="font-family: inherit;">We can also populate the <b>Autocomplete list</b> in Outlook. Check <b>Populate Autocomplete list with members of the list</b>. </span><span style="font-family: inherit;">Every time itrezzo runs and it updates contacts, they get
cleared out of the autocomplete list. So this feature will help you to keep the
autocomplete list up to date.</span></li>
<li><span style="font-family: inherit;">After adding the source in MCL, select </span><b style="font-family: inherit;">target</b><span style="font-family: inherit;"> from the </span><b style="font-family: inherit;">Target: </b><b>Authorized</b><b style="font-family: inherit;"> Recipients</b><span style="font-family: inherit;"> box by
clicking on <b>Select</b> icon and selecting <b>Folder</b> icon for collections > <b>GAL Targets</b> > <b>Save</b>.</span></li>
<li><span style="font-family: inherit;">By following the above steps a Mandatory Contact List will
get created based on the Source and Target provided. If you want to update the
MCL, click on the refresh icon on the right on the grey bar. You can see the
contents of the MCL by expanding </span><b style="font-family: inherit;">Unified Contact Manager</b><span style="font-family: inherit;"> > expand
</span><b style="font-family: inherit;">Mandatory Contact Lists</b><span style="font-family: inherit;"> & select the MCL for which you want to view the
contents. All the contacts from that MCL will appear in the window at the center of itrezzo Web Admin.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-qZmtskpW4zg/XG2pptiEWnI/AAAAAAAAAo0/CCeBr4UHWjo1TMJ3FF0kh6O5IaVfZ6DiwCLcBGAs/s1600/42.%2BMandatory%2BContact%2BList%2Bcontent.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="510" data-original-width="1015" height="200" src="https://3.bp.blogspot.com/-qZmtskpW4zg/XG2pptiEWnI/AAAAAAAAAo0/CCeBr4UHWjo1TMJ3FF0kh6O5IaVfZ6DiwCLcBGAs/s400/42.%2BMandatory%2BContact%2BList%2Bcontent.jpg" width="400" /></a></div>
</span></li>
</ol>
</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<span style="font-family: inherit;">With this, we have completed the first three main steps for
getting started with itrezzo.</span><br />
<span style="font-family: inherit;"><br /></span>
<span style="font-family: inherit;">Click on the below articles to move to follow along with the next set of steps from Part-4 of this series:</span></div>
<div style="height: 0px;">
<ol>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_5.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 4</a></b></li>
</ol>
</div>
</div>
Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-19101078047106503652019-03-04T23:33:00.002-08:002019-03-28T20:25:49.125-07:00Step-By-Step: Setting up itrezzo UCM - Part - 2<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="text-align: center;">
Installing itrezzo UCM, setting up service account mailbox for itrezzo UCM and registering license packs</h2>
<div>
By: Harpreet Singh Wasu</div>
<div>
<br />
<div style="font-family: inherit;">
This is the Part-2 of the Step-by-Step series <span style="font-family: inherit;">on how to setup itrezzo UCM for the first time.</span></div>
<div style="font-family: inherit;">
To check other blogs of this series, follow the below links:</div>
<ol>
<li style="font-family: inherit;"><b style="font-family: inherit;"><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_4.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - I</a></b></li>
<li style="font-family: inherit;"><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 3</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_5.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 4</a></b></li>
</ol>
After you have completed all the steps from <b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_4.html" target="_blank">Setting up itrezzo UCM - Part-I </a></b>of this series, it is time to start the installation and initial configuration of itrezzo UCM.<br />
<div style="text-align: left;">
<span style="font-family: inherit;"><br /></span></div>
<h3 style="text-align: center;">
Installing itrezzo UCM</h3>
<div style="text-align: center;">
<br /></div>
<div class="MsoNormal" style="text-align: left;">
</div>
<ol style="text-align: left;">
<li>Once the itrezzo UCM software is downloaded, navigate to the
folder where you saved the installer and double-click on the .exe file & select
<b style="font-family: inherit;">Run </b><span style="font-family: inherit;">on the new prompt.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-_MVdYmKEKgE/XGM75--lQ4I/AAAAAAAAAis/SAA7cMjf4NQHOztbPdQXvLSlw2VXov7uACLcBGAs/s1600/12.%2BRun%2Bitrezzo%2BUCM%2Binstaller.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="664" data-original-width="810" height="327" src="https://3.bp.blogspot.com/-_MVdYmKEKgE/XGM75--lQ4I/AAAAAAAAAis/SAA7cMjf4NQHOztbPdQXvLSlw2VXov7uACLcBGAs/s400/12.%2BRun%2Bitrezzo%2BUCM%2Binstaller.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">itrezzoAgent Setup wizard</b><span style="font-family: inherit;">, click on </span><b style="font-family: inherit;">Install</b><span style="font-family: inherit;"> & select </span><b style="font-family: inherit;">Yes </b><span style="font-family: inherit;">if prompted from User account control permissions.<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-dXf3EnE8HBE/XGM8C_cgbFI/AAAAAAAAAiw/z_sDiJpcLU0eYPncnV2a0OasZv5pzufqQCLcBGAs/s1600/13.%2BitrezzoAgent%2Bsetup%2Bwizard.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="318" data-original-width="514" src="https://3.bp.blogspot.com/-dXf3EnE8HBE/XGM8C_cgbFI/AAAAAAAAAiw/z_sDiJpcLU0eYPncnV2a0OasZv5pzufqQCLcBGAs/s1600/13.%2BitrezzoAgent%2Bsetup%2Bwizard.jpg" /></a><a href="https://1.bp.blogspot.com/-nq0QahDnFXw/XGM8hNG9cfI/AAAAAAAAAjA/d5PtuT1qbs8epf6LJMnLbUhT2jXLSu2YgCLcBGAs/s1600/14.%2BUser%2Baccount%2Bcontrol.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="261" data-original-width="471" src="https://1.bp.blogspot.com/-nq0QahDnFXw/XGM8hNG9cfI/AAAAAAAAAjA/d5PtuT1qbs8epf6LJMnLbUhT2jXLSu2YgCLcBGAs/s1600/14.%2BUser%2Baccount%2Bcontrol.jpg" /></a></div>
</span></li>
<li>Click <b style="font-family: inherit;">Next </b><span style="font-family: inherit;">on the Welcome window of the setup.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-LlAptudqQOI/XGM8rwxolOI/AAAAAAAAAjI/zyE2iVgw7ZYpezKvQ5xT4jEVVY4cKkaaQCLcBGAs/s1600/15.%2BWelcome%2Bpage%2Bof%2Bsetup.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="500" data-original-width="638" height="313" src="https://4.bp.blogspot.com/-LlAptudqQOI/XGM8rwxolOI/AAAAAAAAAjI/zyE2iVgw7ZYpezKvQ5xT4jEVVY4cKkaaQCLcBGAs/s400/15.%2BWelcome%2Bpage%2Bof%2Bsetup.jpg" width="400" /></a></div>
</span></li>
<li><b style="font-family: inherit;">Accept the licence terms </b><span style="font-family: inherit;">& click </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-uM77ojH4YJU/XGM81d8RXQI/AAAAAAAAAjQ/e_HxD8hKLm4MkOYZW9te_LAWjQrLJJpfgCLcBGAs/s1600/16.%2BAccept%2Bthe%2Blicense%2Bterms%2Band%2Bclick%2Bnext.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="494" data-original-width="634" height="311" src="https://1.bp.blogspot.com/-uM77ojH4YJU/XGM81d8RXQI/AAAAAAAAAjQ/e_HxD8hKLm4MkOYZW9te_LAWjQrLJJpfgCLcBGAs/s400/16.%2BAccept%2Bthe%2Blicense%2Bterms%2Band%2Bclick%2Bnext.jpg" width="400" /></a></div>
</span></li>
<li>Choose the <b style="font-family: inherit;">default path</b><span style="font-family: inherit;"> for the installation which is
suitable in most cases unless you want to specify a different installation path
of your own choice.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-zwERtTVIGcI/XGM87PZsxsI/AAAAAAAAAjU/HSt_eEb1KvwJgZi7Y9vvC6Vczhw4DCi1wCLcBGAs/s1600/17.%2BDestination%2BFolder.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="504" data-original-width="637" height="316" src="https://1.bp.blogspot.com/-zwERtTVIGcI/XGM87PZsxsI/AAAAAAAAAjU/HSt_eEb1KvwJgZi7Y9vvC6Vczhw4DCi1wCLcBGAs/s400/17.%2BDestination%2BFolder.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">Custom Setup (features selection)</b><span style="font-family: inherit;"> window, keep the
default options checked & click </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-ZgFViQnq2js/XGM9CP8iRyI/AAAAAAAAAjc/5bfqHsqOBZUnpJWYHmylrKoUWAYvbu1RwCLcBGAs/s1600/18.%2BCustom%2Bsetup%2B-%2Bfeatures%2B-%2Bkeep%2Bit%2Bdefault.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="497" data-original-width="633" height="312" src="https://4.bp.blogspot.com/-ZgFViQnq2js/XGM9CP8iRyI/AAAAAAAAAjc/5bfqHsqOBZUnpJWYHmylrKoUWAYvbu1RwCLcBGAs/s400/18.%2BCustom%2Bsetup%2B-%2Bfeatures%2B-%2Bkeep%2Bit%2Bdefault.jpg" width="400" /></a></div>
</span></li>
<li>When you enter the password for the
service account on this screen, a <b style="font-family: inherit;">NETBIOS Logon</b><span style="font-family: inherit;"> is performed and credentials
are verified from the Active Directory. If the NETBIOS Logon is unable to find
the account or verify the credentials, then check mark the option to </span><b style="font-family: inherit;">Skip
Domain Authentication, p</b><span style="font-family: inherit;">rovide the credentials & click </span><b style="font-family: inherit;">Next.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-amBXkXrIgDI/XGM9IO-giMI/AAAAAAAAAjg/b1NQyfA_sYgGxncmQZU06PxSlSqSejpDQCLcBGAs/s1600/19.%2BEnter%2Bthe%2Bpassword%2Bfor%2Bservice%2Baccount%2Bin%2Bthe%2BLogon%2Binformation%2Bwindow.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="502" data-original-width="638" height="313" src="https://2.bp.blogspot.com/-amBXkXrIgDI/XGM9IO-giMI/AAAAAAAAAjg/b1NQyfA_sYgGxncmQZU06PxSlSqSejpDQCLcBGAs/s400/19.%2BEnter%2Bthe%2Bpassword%2Bfor%2Bservice%2Baccount%2Bin%2Bthe%2BLogon%2Binformation%2Bwindow.jpg" width="400" /></a></div>
</b></li>
<li>In the <b style="font-family: inherit;">Ready to Install itrezzoAgent</b><span style="font-family: inherit;"> window, keep the
default option checked to Launch the Setup Wizard after installation . Keep
this option checked if you are installing the itrezzoAgent
for the first time. Select </span><b style="font-family: inherit;">Install</b><span style="font-family: inherit;">. itrezzoAgent will also install the
</span><b style="font-family: inherit;">Silverlight</b><span style="font-family: inherit;"> and </span><b style="font-family: inherit;">itrezzo Web Admin</b><span style="font-family: inherit;"> automatically during the installation.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-lQyK4xobLHY/XGM9RXhkQoI/AAAAAAAAAjo/yWCtKOqcH68k_l-L2NZavWnnMJTXcQ6ewCLcBGAs/s1600/20.%2BReady%2Bto%2Binstall%2B-%2Blaunch%2Bsetup%2BWizard.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="498" data-original-width="641" height="248" src="https://3.bp.blogspot.com/-lQyK4xobLHY/XGM9RXhkQoI/AAAAAAAAAjo/yWCtKOqcH68k_l-L2NZavWnnMJTXcQ6ewCLcBGAs/s320/20.%2BReady%2Bto%2Binstall%2B-%2Blaunch%2Bsetup%2BWizard.jpg" width="320" /></a></div>
</span></li>
<li>Once the installation is complete, click on <b style="font-family: inherit;">Finish</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-H4ey0VIZZgI/XGM9WlYlZVI/AAAAAAAAAjw/a14Mr-8BeksTtc1dZ3DJXowmQAHTjb2ngCLcBGAs/s1600/21.%2BComplete%2Bthe%2BitrezzoAgent%2B-%2Bfinish.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="495" data-original-width="630" height="313" src="https://3.bp.blogspot.com/-H4ey0VIZZgI/XGM9WlYlZVI/AAAAAAAAAjw/a14Mr-8BeksTtc1dZ3DJXowmQAHTjb2ngCLcBGAs/s400/21.%2BComplete%2Bthe%2BitrezzoAgent%2B-%2Bfinish.jpg" width="400" /></a></div>
</span></li>
<li>Click on <b style="font-family: inherit;">Close</b><span style="font-family: inherit;"> when you get the installation is successful
message on the screen.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-2D2DRXHGnrI/XGQTx3RmfeI/AAAAAAAAAkM/ALPe0kT_Y-s1uVTKf2vE8JVnL0BFJn7egCLcBGAs/s1600/22.%2BInstallation%2Bsuccessfully%2Bcompleted.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="315" data-original-width="498" src="https://4.bp.blogspot.com/-2D2DRXHGnrI/XGQTx3RmfeI/AAAAAAAAAkM/ALPe0kT_Y-s1uVTKf2vE8JVnL0BFJn7egCLcBGAs/s1600/22.%2BInstallation%2Bsuccessfully%2Bcompleted.jpg" /></a></div>
</span></li>
</ol>
<div class="MsoNormal" style="text-align: left;">
<h3 style="text-align: center;">
</h3>
<h3 style="text-align: center;">
Initial configuration - setting up service account mailbox for iterezzo UCM & requesting License packs </h3>
<span style="font-family: inherit;"><br /></span></div>
<div class="MsoNormal" style="text-align: left;">
<span style="font-family: inherit;">Once the installation is complete, you will the below start
up wizard.</span><br />
<span style="font-family: inherit;"><br /></span>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-z_pt1ta-chY/XGQT8ENOsnI/AAAAAAAAAkQ/oes_jQEi23E1p_1-kBMLKJxUsbg4iii-ACLcBGAs/s1600/23.%2BStartup%2B-%2Binstall%2Bwizard.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="706" data-original-width="710" height="396" src="https://4.bp.blogspot.com/-z_pt1ta-chY/XGQT8ENOsnI/AAAAAAAAAkQ/oes_jQEi23E1p_1-kBMLKJxUsbg4iii-ACLcBGAs/s400/23.%2BStartup%2B-%2Binstall%2Bwizard.jpg" width="400" /></a></div>
<span style="font-family: inherit;"><br /></span></div>
<div class="MsoNormal" style="text-align: left;">
<br />
<h3 style="text-align: center;">
Setting up service account mailbox</h3>
<br /></div>
<div class="MsoNormal" style="text-align: left;">
<br />
<ol style="text-align: left;">
<li><span style="font-family: inherit;">Now to setup itrezzoAgent, the first thing you have to do is
do choose the <b>Service Mailbox Setup</b> from the itrezzo UCM install wizard. Click
on <b>Service Mailbox Setup</b> tile. This is where itrezzo UCM writes the structures
into the Service Account mailbox that you created earlier in the <a href="https://blog.itrezzo.com/2019/01/itrezzo-unified-contact-management-ucm.html" target="_blank">prerequisitesarticle</a>. This option has the ability to perform the licensing by interacting
with our licensing database. </span><span style="font-family: inherit;">Use the Service Account that was created from the
<a href="https://blog.itrezzo.com/2019/01/itrezzo-unified-contact-management-ucm.html" target="_blank">prerequisites article</a> on this screen.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-gU7j9bCXE54/XGRS9hkHYRI/AAAAAAAAAko/Fj7TZhQxVWQxShkSIcoEwIQ50KEtSFx2wCLcBGAs/s1600/24.%2BService%2BMailbox%2BSetup.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="706" data-original-width="710" height="396" src="https://2.bp.blogspot.com/-gU7j9bCXE54/XGRS9hkHYRI/AAAAAAAAAko/Fj7TZhQxVWQxShkSIcoEwIQ50KEtSFx2wCLcBGAs/s400/24.%2BService%2BMailbox%2BSetup.jpg" width="400" /></a></div>
</span></li>
<li><div class="separator" style="clear: both; text-align: left;">
Select <b>Exchange </b>for On-Premise Exchange.</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-6GooWLm7PiU/XJ2QMNZPOkI/AAAAAAAAAsA/8NjFSbL7IkodFFowIoyOkaPqtSasyC1KgCLcBGAs/s1600/24.%2BSelect%2BExchange%2BServer.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="686" data-original-width="692" height="396" src="https://1.bp.blogspot.com/-6GooWLm7PiU/XJ2QMNZPOkI/AAAAAAAAAsA/8NjFSbL7IkodFFowIoyOkaPqtSasyC1KgCLcBGAs/s400/24.%2BSelect%2BExchange%2BServer.jpg" width="400" /></a></div>
</li>
<li><span style="font-family: inherit;"><b>Uncheck </b>the box for <b>Override default</b>.</span></li>
<li><span style="font-family: inherit;">Access Type – <b>Use Default Access</b>.</span></li>
<li><span style="font-family: inherit;">Choose the correct </span><b style="font-family: inherit;">Exchange Server version</b><span style="font-family: inherit;"> from the drop
down next to </span><b style="font-family: inherit;">Version</b><span style="font-family: inherit;">.</span></li>
<li><span style="font-family: inherit;">Check mark the box for <b>Direct URL</b> and enter the <b>internal
address of the Exchange Server </b>or the URL to access OWA internally because that
is where the EWS stub is located & then click on <b>Validate</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-A7LtkxH2Qyg/XGRTZNUHctI/AAAAAAAAAkw/mYuWviEVfJQ3nKSTEZVJeQXsrPHM7PwCQCLcBGAs/s1600/25.%2BSelect%2BMicrosoft%2BExchange%2BService%2BAccount.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="557" data-original-width="565" height="393" src="https://3.bp.blogspot.com/-A7LtkxH2Qyg/XGRTZNUHctI/AAAAAAAAAkw/mYuWviEVfJQ3nKSTEZVJeQXsrPHM7PwCQCLcBGAs/s400/25.%2BSelect%2BMicrosoft%2BExchange%2BService%2BAccount.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Once the validation is succeeded, click </span><b style="font-family: inherit;">OK</b><span style="font-family: inherit;"> & </span><span style="font-family: inherit;">click </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-HwOCgqDQ7NA/XGRTn51cpfI/AAAAAAAAAk0/mvacAchTwbEbTt6_Gyl5p9XftHkh2LhYACLcBGAs/s1600/26.%2BValidation%2BSucceded.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="545" data-original-width="569" height="383" src="https://1.bp.blogspot.com/-HwOCgqDQ7NA/XGRTn51cpfI/AAAAAAAAAk0/mvacAchTwbEbTt6_Gyl5p9XftHkh2LhYACLcBGAs/s400/26.%2BValidation%2BSucceded.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">In the <b>Contact info</b> window, enter a few characters of
your service account mailbox and using GAL lookup you will find the service
mailbox in the drop down, select the appropriate service
account.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-D0KoyJKSvrs/XGRUTMjWuoI/AAAAAAAAAlI/C5Y1KdJ8w-8YxrSqFwRP4niZgticLJFUACEwYBhgL/s1600/27.%2BContact%2Binfo%2Bfor%2Bservice%2Bmailbox.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="556" data-original-width="564" height="393" src="https://4.bp.blogspot.com/-D0KoyJKSvrs/XGRUTMjWuoI/AAAAAAAAAlI/C5Y1KdJ8w-8YxrSqFwRP4niZgticLJFUACEwYBhgL/s400/27.%2BContact%2Binfo%2Bfor%2Bservice%2Bmailbox.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">The <b>Email Address</b> box contains the email of the contact person where
we send information about the updates and billing. We recommend putting an
email address of a user mailbox instead of a Distribution Group or a Shared
Mailbox.</span></li>
<li><span style="font-family: inherit;">We have an algorithm that generates an <b>Authorization code</b>
based on the Service Account email, user email and version installed on the
machine. Click on <b>Get</b> to get a new Authorization code. It is very important to
get an authorization code as you will not be able to do anything without it.
Once you have the code displayed, click on <b>Next</b>. It will save the details on
the mailbox.</span></li>
<li><span style="font-family: inherit;">Once you click on Get to acquire an </span>authorization<span style="font-family: inherit;"> code, we
get an email from the licensing server that someone registered for a new
authorization code.</span><span style="font-family: inherit;"> <div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-2Ya18JII5t8/XGSAOda7i5I/AAAAAAAAAmA/hkivMRPIRYMGHBv4bsdtfynRwyHizRVCACLcBGAs/s1600/26.%2BGet%2BAuthorization%2Bcode%2Bfor%2Btrial%2Blicenses.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="476" data-original-width="482" height="395" src="https://3.bp.blogspot.com/-2Ya18JII5t8/XGSAOda7i5I/AAAAAAAAAmA/hkivMRPIRYMGHBv4bsdtfynRwyHizRVCACLcBGAs/s400/26.%2BGet%2BAuthorization%2Bcode%2Bfor%2Btrial%2Blicenses.jpg" width="400" /></a></div>
</span></li>
<li><span style="font-family: inherit;">Click on <b>Next &</b> we are going to get another email.<div class="separator" style="clear: both; text-align: center;">
</div>
</span></li>
<li><span style="font-family: inherit;">You will always get two emails. The first one with <b>subject: itrezzo UCM Registration Succeeded</b> & the other email with <b>subject: Request
License Pack</b>. The second email contains the details of the contact person, the
authorization code and the version that you install. Make sure to check the
contact details and make sure the email should not be reflecting any of your
personal domains like gmail or yahoo, it should only be of your Exchange
organization’s email, where you are installing itrezzo UCM.</span></li>
<li><span style="font-family: inherit;">Make sure <b>Start all services</b> and <b>Launch Web
Administrator</b> options are checked and once verified, click <b>Finish</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-l5daRRvaLXk/XGSAYi7ijKI/AAAAAAAAAmE/r8KeFKKYOYEoQFgq8sIg7T0LiipsmsA8QCLcBGAs/s1600/27.%2BStart%2BAll%2BServices%2BLaunch%2BWeb%2BAdmin.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="558" data-original-width="567" height="392" src="https://3.bp.blogspot.com/-l5daRRvaLXk/XGSAYi7ijKI/AAAAAAAAAmE/r8KeFKKYOYEoQFgq8sIg7T0LiipsmsA8QCLcBGAs/s400/27.%2BStart%2BAll%2BServices%2BLaunch%2BWeb%2BAdmin.jpg" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
</span></li>
</ol>
<div style="text-align: left;">
<div class="MsoNormal">
<b><u>Note:</u></b> For itrezzo UCM, we provide you free licenses for 10 users
which you can use as trial and these are fully functional licenses which are
good to use for one year.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li>After, we activate the trail licenses for you from back-end,
you will receive an email with the instructions on how to activate the license
pack. The email with contain an attachment but you do not need to save the
attachment from the email. .<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-S0c81iwyreE/XGWlReeL68I/AAAAAAAAAmg/ydFS2VbaEysRzbiCLpDpeaLBevXkzbd7gCLcBGAs/s1600/28.%2Bitrezzo%2BUCM%2BRegistration%2Bsucceeded.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="900" data-original-width="951" height="378" src="https://4.bp.blogspot.com/-S0c81iwyreE/XGWlReeL68I/AAAAAAAAAmg/ydFS2VbaEysRzbiCLpDpeaLBevXkzbd7gCLcBGAs/s400/28.%2Bitrezzo%2BUCM%2BRegistration%2Bsucceeded.jpg" width="400" /></a><a href="https://3.bp.blogspot.com/-t1j4pwuxa6c/XGWlcSXzrCI/AAAAAAAAAmk/qFzUtxpgQSwXTuyAClq4kqcQWzS5vPi1gCLcBGAs/s1600/29.%2BRequest%2BTrial%2Blicense%2Bpack.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="532" data-original-width="475" height="400" src="https://3.bp.blogspot.com/-t1j4pwuxa6c/XGWlcSXzrCI/AAAAAAAAAmk/qFzUtxpgQSwXTuyAClq4kqcQWzS5vPi1gCLcBGAs/s400/29.%2BRequest%2BTrial%2Blicense%2Bpack.jpg" width="356" /></a></div>
</li>
<li>To install this license pack, please forward the email message
without any modification to the email address of the itrezzoAgent service account
mailbox.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-szkX3j3ls-Y/XGWltjd4AmI/AAAAAAAAAm0/wTkwi-gBSrY59NNmiZ6gxeKkn1u4M49zgCLcBGAs/s1600/31.%2BitrezzoAgent%2Blicense%2Bpack.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="561" data-original-width="1054" height="212" src="https://4.bp.blogspot.com/-szkX3j3ls-Y/XGWltjd4AmI/AAAAAAAAAm0/wTkwi-gBSrY59NNmiZ6gxeKkn1u4M49zgCLcBGAs/s400/31.%2BitrezzoAgent%2Blicense%2Bpack.jpg" width="400" /></a></div>
</li>
<li>From the <b>itrezzo Web Admin</b> navigate to the <b>Global
Configuration</b> > <b>License Packs</b> container and click on the small <b>tablet and
gear</b> icon on the grey bar on the upper right. <div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-vl5iV-Refew/XGWl5UpBg4I/AAAAAAAAAm4/h9rsdgvzbrk-71NVg_Ie_uAT4Ox5EGKXgCLcBGAs/s1600/34.%2BLicense%2Bpacks.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="307" data-original-width="1600" height="76" src="https://2.bp.blogspot.com/-vl5iV-Refew/XGWl5UpBg4I/AAAAAAAAAm4/h9rsdgvzbrk-71NVg_Ie_uAT4Ox5EGKXgCLcBGAs/s400/34.%2BLicense%2Bpacks.jpg" width="400" /></a></div>
</li>
<li>Your new license pack should appear in the grid within a minute or two. </li>
<li>The current version of your
itrezzoAgent UCM server is shown at the bottom of the Web Admin in the green
bar.</li>
</ul>
<div>
<br /></div>
<div>
Let's move with our next post of this Step-By-Step series. With Part-3 of this series, you learn how to configure the other options to setup a first sync of contacts to your target user mailboxes.<br />
<br />
<div style="font-family: inherit;">
<span style="font-family: inherit;">Click on the below articles to move to follow along with the next set of steps from Part-3 & Part-4 of this series:</span></div>
<ol>
<li style="font-family: inherit;"><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 3</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_5.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 4</a></b></li>
</ol>
</div>
<o:p></o:p></div>
</div>
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<o:p></o:p></div>
</div>
</div>
Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2770029 -121.95299920000002 37.2770029 -121.95299920000002tag:blogger.com,1999:blog-6427774035315392887.post-53027526801967922282019-03-04T21:18:00.002-08:002019-03-05T01:01:00.703-08:00Step-By-Step: Setting up itrezzo UCM - Part - 1<div dir="ltr" style="text-align: left;" trbidi="on">
<h2 style="text-align: center;">
Preparing Windows Server, setting up Service Account, configuring Windows Server & Installing the required roles & features for setting up itrezzo UCM for the first time</h2>
<div style="text-align: left;">
<span style="font-family: inherit;">By: Harpreet Singh Wasu</span><br />
<span style="font-family: inherit;"><br /></span>
<span style="font-family: inherit;">Now that you have gone through the <a href="https://blog.itrezzo.com/2019/01/itrezzo-unified-contact-management-ucm.html" target="_blank"><b>prerequisites for itrezzo UCM</b></a> and are ready to install and configure it for the first time, this new series of blogs will help you to configure the itrezzo UCM with Step-By-Step instructions and guide you what all components need to configured initially to get you going and perform your first sync of contacts.</span><br />
<span style="font-family: inherit;"><br /></span>
<span style="font-family: inherit;">Let's begin our post without wasting any more time. Please follow me through the below mentioned steps:</span><br />
<span style="font-family: inherit;"><br /></span>
<b>Note:</b> We will be performing all these steps on the Server (VM or Physical) that has been setup to run itrezzo UCM.<br />
<br />
<br />
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<span style="font-family: inherit;">Preparing a new Windows Server 2012 R2 for itrezzo Unified Contact Management</span></h2>
<h3 style="text-align: left;">
<span style="font-family: inherit;"><br /></span></h3>
<h3 style="text-align: left;">
<span style="font-family: inherit;">There are two things to be done on the Server before running
the installation file:</span></h3>
<div>
<span style="font-family: inherit;"><br /></span></div>
<div class="MsoNormal">
<div style="text-align: left;">
<b>STEP I - Sign-in to the member server that you will be using for itrezzo
using a Domain Admin or Enterprise Admin credentials.</b></div>
<div style="text-align: left;">
<b><br /></b></div>
<ul style="text-align: left;">
</ul>
</div>
<ol style="text-align: left;">
<li style="text-align: left;">Open <b style="font-family: inherit;">Server Manager</b><span style="font-family: inherit;"> > </span><b style="font-family: inherit;">Tools </b><span style="font-family: inherit;">> </span><b style="font-family: inherit;">Computer Management.</b></li>
<li>Expand <b style="font-family: inherit;">Local Users and Groups</b><span style="font-family: inherit;"> from the left navigation
pane and click on </span><b style="font-family: inherit;">Groups</b><span style="font-family: inherit;">.</span></li>
<li>Double-Click on the <b style="font-family: inherit;">Administrators Group</b><span style="font-family: inherit;"> > Click </span><b style="font-family: inherit;">Add</b><span style="font-family: inherit;">.</span></li>
<li>Type the name of the new Service account > <b style="font-family: inherit;">Check Names</b><span style="font-family: inherit;">
> </span><b style="font-family: inherit;">OK </b><span style="font-family: inherit;">> </span><b style="font-family: inherit;">Apply </b><span style="font-family: inherit;">> </span><b style="font-family: inherit;">OK</b></li>
</ol>
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<span style="font-family: inherit;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-Nzhi-TcgGl4/XGHDKr_LE7I/AAAAAAAAAfw/pmWu0sErviwaNUJE1Di8KJME0K0Ng58RwCLcBGAs/s1600/3.%2BLocal%2BUser%2Band%2BCompueter%2B-%2BAdministrators.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="756" data-original-width="1051" height="287" src="https://1.bp.blogspot.com/-Nzhi-TcgGl4/XGHDKr_LE7I/AAAAAAAAAfw/pmWu0sErviwaNUJE1Di8KJME0K0Ng58RwCLcBGAs/s400/3.%2BLocal%2BUser%2Band%2BCompueter%2B-%2BAdministrators.jpg" width="400" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
<br /></div>
<div class="MsoNormal">
<br />
<b>STEP II - Next step is to set the service account to login as a
service.</b><br />
<ul style="text-align: left;">
</ul>
<b><o:p></o:p></b></div>
<div class="MsoNormal">
<b><br /></b></div>
<ol style="text-align: left;">
<li>Open <b>Run</b> prompt using Windows + R key on your keyboard.</li>
<li>Type <b>secpol.msc</b> to open <b>Local Security Policy MMC console</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-9IeFMmgWfTY/XEnbDZfp58I/AAAAAAAAAec/Cg9lyfWaqYkdZqFoExrF1AFwpJHiFMeqgCLcBGAs/s1600/4.%2Bsecpol.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="325" data-original-width="506" src="https://3.bp.blogspot.com/-9IeFMmgWfTY/XEnbDZfp58I/AAAAAAAAAec/Cg9lyfWaqYkdZqFoExrF1AFwpJHiFMeqgCLcBGAs/s1600/4.%2Bsecpol.jpg" /></a></div>
</li>
<li>Expand <b>Local Policies</b> > Select <b>Users Rights Assignment</b>.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-qnzourrmdeY/XEnbrg7LRUI/AAAAAAAAAek/6IVDx7_CsPQVSGy8Lf2jwnJe-jcbx10WgCLcBGAs/s1600/5.%2BLocal%2BSecurity%2BPolicy.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="767" data-original-width="1146" height="267" src="https://3.bp.blogspot.com/-qnzourrmdeY/XEnbrg7LRUI/AAAAAAAAAek/6IVDx7_CsPQVSGy8Lf2jwnJe-jcbx10WgCLcBGAs/s400/5.%2BLocal%2BSecurity%2BPolicy.jpg" width="400" /></a></div>
</li>
<li>Under list of Policies, double click on <b>Log on as a service</b>.</li>
<li>Click <b>Add User or Group</b> > Type the name of itrezzo Service Account > Check Names > OK.</li>
<li>Apply > OK.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-BF6tOlHDrqA/XEncolFj3TI/AAAAAAAAAew/ugOOS74Z_IIwtCKZwqK3K9b8TenzRlC4QCLcBGAs/s1600/6.%2BLocal%2BSecurity%2BPolicy%2B-%2BUser%2BRights%2BAssignment.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="754" data-original-width="1130" height="266" src="https://2.bp.blogspot.com/-BF6tOlHDrqA/XEncolFj3TI/AAAAAAAAAew/ugOOS74Z_IIwtCKZwqK3K9b8TenzRlC4QCLcBGAs/s400/6.%2BLocal%2BSecurity%2BPolicy%2B-%2BUser%2BRights%2BAssignment.jpg" width="400" /></a></div>
</li>
<li>Log Off from the server and login again as the itrezzo Service Account.</li>
</ol>
<div>
<br /></div>
<div>
<h2 style="background-color: white; box-sizing: border-box; margin: 0px; padding: 0px; position: relative; text-align: center;">
<span style="font-family: inherit;">Configuring Windows Server 2012 R2 for itrezzo Unified Contact Management</span></h2>
</div>
<div>
<div style="text-align: center;">
<span style="font-family: inherit;"><br /></span></div>
</div>
<div style="text-align: left;">
<span style="font-family: inherit;"></span><br />
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</div>
<span style="font-family: inherit;">
</span>
<br />
<ol style="font-family: inherit; text-align: left;"><span style="font-family: inherit;">
<li>Open <b style="font-family: inherit;">Server Manager</b><span style="font-family: inherit;"> and Select </span><b style="font-family: inherit;">Local Server</b><span style="font-family: inherit;"> from left
navigation pane.</span></li>
<li><b style="font-family: inherit;">Turn Off Windows Firewall - </b><span style="font-family: inherit;">Select </span><span style="font-family: inherit;"><b>Windows Firewall</b> > </span><b style="font-family: inherit;">Turn Windows Firewall On or Off</b><span style="font-family: inherit;"> >
Turn off Domain, Private and Public Network Settings > <b>OK</b><div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-W2Y5RqdaGEc/XGLqjlSz8qI/AAAAAAAAAgM/j_gWt3NWQ-IOptV9XEXyj-Bi88g6ZQzAwCLcBGAs/s1600/2.%2BTurn%2BOff%2BWindows%2BFirewall%2BOff.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="679" data-original-width="705" height="385" src="https://1.bp.blogspot.com/-W2Y5RqdaGEc/XGLqjlSz8qI/AAAAAAAAAgM/j_gWt3NWQ-IOptV9XEXyj-Bi88g6ZQzAwCLcBGAs/s400/2.%2BTurn%2BOff%2BWindows%2BFirewall%2BOff.jpg" width="400" /></a></div>
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<a href="https://1.bp.blogspot.com/-ALIIb8EInig/XGLqeSQNjsI/AAAAAAAAAgI/TMY-DKp9MbUjGXy7JlM8oDVRDkdfAMBvACLcBGAs/s1600/1.%2BTurn%2BOff%2BWindows%2BFirewall%2BOff.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="659" data-original-width="1358" height="193" src="https://1.bp.blogspot.com/-ALIIb8EInig/XGLqeSQNjsI/AAAAAAAAAgI/TMY-DKp9MbUjGXy7JlM8oDVRDkdfAMBvACLcBGAs/s400/1.%2BTurn%2BOff%2BWindows%2BFirewall%2BOff.jpg" width="400" /></a></div>
</span></li>
<li><b style="font-family: inherit;">Turn off the IE Enhanced Security Configuration</b><span style="font-family: inherit;"> from Server
Manager.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-OFKqhPHhnTY/XGLqrYQWhaI/AAAAAAAAAgQ/4UVYa3SLjPMXhdDfl9YF6pM8sWDIolS-QCLcBGAs/s1600/7.%2BIE%2BEnhaced%2BSecurity%2BConfiguration.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="576" data-original-width="849" height="271" src="https://1.bp.blogspot.com/-OFKqhPHhnTY/XGLqrYQWhaI/AAAAAAAAAgQ/4UVYa3SLjPMXhdDfl9YF6pM8sWDIolS-QCLcBGAs/s400/7.%2BIE%2BEnhaced%2BSecurity%2BConfiguration.jpg" width="400" /></a></div>
</span></li>
</span></ol>
<span style="font-family: inherit;">
</span>
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<div style="font-family: inherit;">
</div>
<span style="font-family: inherit;">
</span>
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<span style="font-family: inherit;"><span style="font-family: inherit;"><br /></span></span></div>
<span style="font-family: inherit;">
</span>
<br />
<h2 style="font-family: inherit; text-align: center;">
<span style="font-family: inherit;">
<span style="font-family: inherit;">Installing the required Roles and Features for itrezzo Server</span></span></h2>
<span style="font-family: inherit;">
</span>
<br />
<div>
<div style="text-align: center;">
<span style="font-family: inherit;"><span style="font-family: inherit;"><br /></span></span></div>
</div>
<span style="font-family: inherit;">
</span>
<br />
<div class="MsoNormal">
<ol style="font-family: inherit; text-align: left;"><span style="font-family: inherit;">
<li>Open <b style="font-family: inherit;">Server Manager </b><span style="font-family: inherit;">> </span><b style="font-family: inherit;">Manage </b><span style="font-family: inherit;">> </span><b style="font-family: inherit;">Add Roles and Features.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-z26DAGLZa8o/XGLv062abCI/AAAAAAAAAgs/WSgwB88biz8gCr7_r-I7mQ1Pf8oYiiQYQCLcBGAs/s1600/3.%2BAdd%2BRoles%2Band%2BFeatures.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="517" data-original-width="1600" height="127" src="https://2.bp.blogspot.com/-z26DAGLZa8o/XGLv062abCI/AAAAAAAAAgs/WSgwB88biz8gCr7_r-I7mQ1Pf8oYiiQYQCLcBGAs/s400/3.%2BAdd%2BRoles%2Band%2BFeatures.jpg" width="400" /></a></div>
</b></li>
<li><span style="font-family: inherit;">Click </span><b style="font-family: inherit;">Next </b><span style="font-family: inherit;">on the first begin </span><span style="font-family: inherit;">installation</span><span style="font-family: inherit;"> Window.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-BfuFgjd9B6g/XGLv6JzCR5I/AAAAAAAAAgw/MALAHvtbgBMlkG3jtJUZA5QRWUF5LGMWwCLcBGAs/s1600/3.%2BAdd%2BRoles%2Band%2BFeatures-2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="700" data-original-width="994" height="281" src="https://4.bp.blogspot.com/-BfuFgjd9B6g/XGLv6JzCR5I/AAAAAAAAAgw/MALAHvtbgBMlkG3jtJUZA5QRWUF5LGMWwCLcBGAs/s400/3.%2BAdd%2BRoles%2Band%2BFeatures-2.jpg" width="400" /></a></div>
</span></li>
<li>Select R<b style="font-family: inherit;">ole-based or feature-based installation</b><span style="font-family: inherit;"> > </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-H0wc0dyNjIg/XGLv-M3FxfI/AAAAAAAAAg0/Zkp8jhd3fncV2wdegEF1rjZa3UPEhOBRgCLcBGAs/s1600/3.%2BAdd%2BRoles%2Band%2BFeatures-3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="709" data-original-width="1001" height="282" src="https://1.bp.blogspot.com/-H0wc0dyNjIg/XGLv-M3FxfI/AAAAAAAAAg0/Zkp8jhd3fncV2wdegEF1rjZa3UPEhOBRgCLcBGAs/s400/3.%2BAdd%2BRoles%2Band%2BFeatures-3.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">Select destination server</b><span style="font-family: inherit;"> window, select
the server on which you are going to install itrezzo UCM > </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-piMCP8kJTJY/XGLwBoBMw5I/AAAAAAAAAg4/89-AROcU38wtJdi5WJsZdP1uc_yGSVZUwCLcBGAs/s1600/3.%2BAdd%2BRoles%2Band%2BFeatures-4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="704" data-original-width="1000" height="281" src="https://3.bp.blogspot.com/-piMCP8kJTJY/XGLwBoBMw5I/AAAAAAAAAg4/89-AROcU38wtJdi5WJsZdP1uc_yGSVZUwCLcBGAs/s400/3.%2BAdd%2BRoles%2Band%2BFeatures-4.jpg" width="400" /></a></div>
</span></li>
<li>From the <b style="font-family: inherit;">Select server roles</b><span style="font-family: inherit;"> window, Check mark </span><b style="font-family: inherit;">Web
Server (IIS)</b><span style="font-family: inherit;"> > </span><b style="font-family: inherit;">Add Features</b><span style="font-family: inherit;"> > </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-JL5-urE6bCQ/XGLwScXENjI/AAAAAAAAAhI/3teQMRzUbnwY8gx3aynqUS-1ZaEVSolnACLcBGAs/s1600/4.%2BWeb%2BServer%2BIIS.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="716" data-original-width="1101" height="260" src="https://4.bp.blogspot.com/-JL5-urE6bCQ/XGLwScXENjI/AAAAAAAAAhI/3teQMRzUbnwY8gx3aynqUS-1ZaEVSolnACLcBGAs/s400/4.%2BWeb%2BServer%2BIIS.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">Select features</b><span style="font-family: inherit;"> window, expand </span><b style="font-family: inherit;">NET Framework 4.5
Features</b><span style="font-family: inherit;"> and check mark </span><b style="font-family: inherit;">ASP.NET 4.5</b><span style="font-family: inherit;">. Also expand </span><b style="font-family: inherit;">WCF Services</b><span style="font-family: inherit;"> and check
mark </span><b style="font-family: inherit;">HTTP Activation</b><span style="font-family: inherit;">, </span><b style="font-family: inherit;">TCP Activation</b><span style="font-family: inherit;"> & </span><b style="font-family: inherit;">TCP Port Sharing</b><span style="font-family: inherit;"> > Add all these
features > </span><b style="font-family: inherit;">Next.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-tmJjJ2Q32sk/XGLwZMeCZlI/AAAAAAAAAhM/EqaVI1EyvRcD1uGyYYCkD2IxCssGhK_UwCLcBGAs/s1600/5.%2BAdd%2BFeatures-1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="710" data-original-width="995" height="285" src="https://3.bp.blogspot.com/-tmJjJ2Q32sk/XGLwZMeCZlI/AAAAAAAAAhM/EqaVI1EyvRcD1uGyYYCkD2IxCssGhK_UwCLcBGAs/s400/5.%2BAdd%2BFeatures-1.jpg" width="400" /></a></div>
</b></li>
<li>In the <b style="font-family: inherit;">Web Server Role (IIS)</b><span style="font-family: inherit;"> window, hit </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-excqVgHFISA/XGLwfSk68mI/AAAAAAAAAhQ/PIWYn8PUHuwhRYc5zKq1CsjHySrsqauTwCLcBGAs/s1600/6.%2BWeb%2BServer%2BRole%2B%2528IIS%2529.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="711" data-original-width="1003" height="282" src="https://3.bp.blogspot.com/-excqVgHFISA/XGLwfSk68mI/AAAAAAAAAhQ/PIWYn8PUHuwhRYc5zKq1CsjHySrsqauTwCLcBGAs/s400/6.%2BWeb%2BServer%2BRole%2B%2528IIS%2529.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">Select role services</b><span style="font-family: inherit;"> window, scroll down and expand </span><b style="font-family: inherit;">Security</b><span style="font-family: inherit;"> & the only feature that
should be checked here is </span><b style="font-family: inherit;">Windows Authentication</b><span style="font-family: inherit;"> because that’s what itrezzo
use.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-sFk7vQ0sa6U/XGLwxaMNQ3I/AAAAAAAAAhc/SWn2zhUGLNUTPRluUwv-wCRs-7diqU3AQCLcBGAs/s1600/7.%2BSecurity-%2BWindows%2BAuthentication.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="711" data-original-width="1002" height="283" src="https://4.bp.blogspot.com/-sFk7vQ0sa6U/XGLwxaMNQ3I/AAAAAAAAAhc/SWn2zhUGLNUTPRluUwv-wCRs-7diqU3AQCLcBGAs/s400/7.%2BSecurity-%2BWindows%2BAuthentication.jpg" width="400" /></a></div>
</span></li>
<li>On the same page, expand <b style="font-family: inherit;">Application Development</b><span style="font-family: inherit;"> & make sure </span><b style="font-family: inherit;">ASP.NET 4.5</b><span style="font-family: inherit;"> & </span><b style="font-family: inherit;">.NET Extensibility 4.5</b><span style="font-family: inherit;"> are checked. Hit </span><b style="font-family: inherit;">Next</b><span style="font-family: inherit;"> after verifying the same. </span><b style="font-family: inherit;">Note:</b><span style="font-family: inherit;"> itrezzo
UCM can run with ASP.NET 4.5 or higher.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-XROqEHsxTgQ/XGLw3yN7rxI/AAAAAAAAAhg/IdJ8br63_LIl_hAPsdiQKxvOgeK6xANhgCLcBGAs/s1600/8.%2BApplication%2BDevelopment.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="709" data-original-width="997" height="283" src="https://1.bp.blogspot.com/-XROqEHsxTgQ/XGLw3yN7rxI/AAAAAAAAAhg/IdJ8br63_LIl_hAPsdiQKxvOgeK6xANhgCLcBGAs/s400/8.%2BApplication%2BDevelopment.jpg" width="400" /></a></div>
</span></li>
<li>In the <b style="font-family: inherit;">Confirm installation sections,</b><span style="font-family: inherit;"> review your
selections and click on </span><b style="font-family: inherit;">Install</b><span style="font-family: inherit;">.</span></li>
<li>Once all the required roles and features are installed, open <b style="font-family: inherit;">IE</b><span style="font-family: inherit;"> from the itrezzo server and choose </span><b style="font-family: inherit;">Don’t use
recommended settings</b><span style="font-family: inherit;">.<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-t1PxdPA88hE/XGLw-5I2VvI/AAAAAAAAAhk/uXOnv9zJVSgU5KO1We4noRlYsATQLNGGQCLcBGAs/s1600/9.%2BDont%2Buse%2Brecommend%2Bsettings%2Bin%2BIE.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="593" data-original-width="1063" height="222" src="https://4.bp.blogspot.com/-t1PxdPA88hE/XGLw-5I2VvI/AAAAAAAAAhk/uXOnv9zJVSgU5KO1We4noRlYsATQLNGGQCLcBGAs/s400/9.%2BDont%2Buse%2Brecommend%2Bsettings%2Bin%2BIE.jpg" width="400" /></a></div>
</span></li>
<li>Navigate to <span style="font-family: inherit;"><a href="http://support1.itrezzo.com/updates/Server/" style="font-family: inherit; font-weight: bold;">http://support1.itrezzo.com/updates/Server/</a> from the address bar.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-QPioeA4UzkA/XGLx-jcf67I/AAAAAAAAAh4/vNdGZxfRIT8GvtNv7R8Gl31pqMmVgGJfwCLcBGAs/s1600/10.support1itrezzo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="268" data-original-width="817" height="130" src="https://1.bp.blogspot.com/-QPioeA4UzkA/XGLx-jcf67I/AAAAAAAAAh4/vNdGZxfRIT8GvtNv7R8Gl31pqMmVgGJfwCLcBGAs/s400/10.support1itrezzo.jpg" width="400" /></a></div>
</span></li>
<li>You will find the latest build of itrezzo UCM on this page with an <b style="font-family: inherit;">.exe</b><span style="font-family: inherit;"> extension to download.</span></li>
<li><b style="font-family: inherit;">Right-click</b><span style="font-family: inherit;"> on the </span><b style="font-family: inherit;">.exe</b><span style="font-family: inherit;"> file and choose </span><b style="font-family: inherit;">Save target as</b><span style="font-family: inherit;"> and
save the setup file to your desired location on the server.<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-m4SgZqhR1JI/XGLyHwLVJsI/AAAAAAAAAh8/ZsrWR2T-sCM860ByMJzdrUXqtp9OTAvFgCLcBGAs/s1600/10.%2BSave%2Bitrezzo%2BUCM%2Bby%2BSave%2BTarget%2Bas.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="337" data-original-width="835" height="160" src="https://2.bp.blogspot.com/-m4SgZqhR1JI/XGLyHwLVJsI/AAAAAAAAAh8/ZsrWR2T-sCM860ByMJzdrUXqtp9OTAvFgCLcBGAs/s400/10.%2BSave%2Bitrezzo%2BUCM%2Bby%2BSave%2BTarget%2Bas.jpg" width="400" /></a></div>
</span></li>
<li>While the .exe file is getting downloaded, click on <b>Utility</b> on the same page> <b>3</b><sup style="font-family: inherit;"><b>rd</b></sup><span style="font-family: inherit;"> > <b>Right-click</b> on <b>Tail.exe</b> & save it to the desktop.
This tool is useful as it tails off the log as we can drop off a log file on it and
monitor as the system is starting up or as it’s updating a mailbox.<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-fpAlowawbKM/XGLyOTsmVlI/AAAAAAAAAiA/Hg7f1AWVRes2GE-RLVtUn2qQsk8QAfwiQCLcBGAs/s1600/11.%2BSave%2Bthe%2Btail%2Bexe%2Bfile.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="386" data-original-width="688" height="223" src="https://1.bp.blogspot.com/-fpAlowawbKM/XGLyOTsmVlI/AAAAAAAAAiA/Hg7f1AWVRes2GE-RLVtUn2qQsk8QAfwiQCLcBGAs/s400/11.%2BSave%2Bthe%2Btail%2Bexe%2Bfile.jpg" width="400" /></a></div>
</span></li>
</span></ol>
<div style="font-family: inherit; text-align: center;">
<span style="font-family: inherit;"><br /></span></div>
<div style="text-align: left;">
<div style="font-family: inherit;">
<span style="font-family: inherit;">Now that you have successfully setup your server for itrezzo UCM installation and configuration and downloaded the required software, let's have a look on how to install and configure the itrezzo UCM in out next part - <b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_92.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - II</a></b>. The next part with cover the installation and configuration of itrezzo UCM for the first time use.</span></div>
<div style="font-family: inherit;">
<span style="font-family: inherit;"><br /></span></div>
<div style="font-family: inherit;">
This is the Part-1 of the Step-by-Step series <span style="font-family: inherit;">on how to setup itrezzo UCM for the first time.</span></div>
<div style="font-family: inherit;">
To check other blogs of this series, follow the below links:</div>
<ol>
<li style="font-family: inherit;"><b style="font-family: inherit;"><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_92.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 2</a></b></li>
<li style="font-family: inherit;"><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 3</a></b></li>
<li><b><a href="https://blog.itrezzo.com/2019/03/step-by-step-setting-up-itrezzo-ucm_5.html" target="_blank">Step-By-Step: Setting up itrezzo UCM - Part - 4</a></b></li>
</ol>
</div>
</div>
<span style="font-family: inherit;">
</span>
<div class="MsoNormal" style="font-family: inherit;">
<span style="font-family: inherit;"><span style="font-family: inherit;"><br /></span></span></div>
<span style="font-family: inherit;">
</span></div>
</div>
</div>
Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-56161714340485900112018-12-17T10:57:00.002-08:002019-01-11T09:42:43.473-08:00Upgrade the itrezzo UCM server (Installer method)<div dir="ltr" style="text-align: left;" trbidi="on">
By Harpreet Singh Wasu<br />
<br />
If you are facing issues with the current version of your itrezzo UCM server or just want to upgrade, here is a step-by-step article.<br />
<br />
<div class="MsoNormal">
1. Open a browser and go to <a href="http://support1.itrezzo.com/updates/server/">http://support1.itrezzo.com/updates/server/</a>.<o:p></o:p></div>
<div class="MsoNormal">
You can also double-click on the <b>Download </b>icon on the desktop of server running itrezzo UCM.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
2. Click on the latest <b>itrezzoAgentX.Y.Z..exe</b> file. To identify if the current version of your server, look at the green bar the bottom of the web admin.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
3. Click on the .exe file with the latest version number to download and Save it to a desired location.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
4. Click on Start and type <b>services.msc </b>to open Services management console.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
5. <b>Stop</b> these two itrezzo services:</div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
</div>
<ul>
<li><i>itrezzo ECO Platform</i></li>
<li><i>itrezzoAgent Unified Contact Manager</i></li>
</ul>
<br />
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
6. You can leave the itrezzo ECO Watchdog alone. By default it's start up mode is Manual.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
7. Once the itrezzoAgent.exe is downloaded, open File Explorer and navigate to the folder where you downloaded the setup file.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
8. Double click on the itrezzoAgent.exe setup file > Click <b>Install</b> > Select <b>Yes</b> if prompted for User Account Control.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
9. Once the Installation is successfully completed, click on Close on the itrezzoAgent Window.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
10. Close all the File Explorer windows and the itrezzo update server web-page and return to services.msc management console.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
11. Start the two itrezzo services:</div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
</div>
<ul>
<li><i>itrezzo ECO Platform</i></li>
<li><i>itrezzoAgent Unified Contact Manager</i></li>
</ul>
<div>
12. Double click on the <b>Web Admin</b> from the desktop to
open the itrezzoECO Platform Admin Console.</div>
<div>
<br /></div>
<div>
You are all set and your itrezzo UCM software is up to date now ! </div>
<div>
<br /></div>
<div>
If you face any any issues while performing the steps above, <a href="https://www.itrezzo.com/Support/Tech-Support-Request" target="_blank">reach out to our support staff</a>.</div>
<div class="MsoNormal">
<o:p></o:p></div>
</div>
Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-11734041009606545452018-12-17T10:47:00.002-08:002019-01-11T09:42:58.143-08:00How to Patch the itrezzo UCM server (copy and paste method)<div dir="ltr" style="text-align: left;" trbidi="on">
By Harpreet Singh Wasu<br />
<br />
If you are facing issues with the current version of your itrezzo UCM server, or just want to upgrade to the latest build, we have got you covered.<br />
<br />
You can run the full installer. However, it takes a bit longer and we don't always release a full EXE install. A patch is extremely quick to put in place and has a little less risk.<br />
<br />
Here is a step-by-step article on <b>How to Patch the itrezzo UCM server</b><br />
<br />
<div class="MsoNormal">
<b><u>Note</u></b>: Patching using the File copy and paste method is only preferred when it you requested for a fix or a specific feature on demand to meet your organization requirements. </div>
<div>
<br /></div>
1. Open a browser and go to <b><a href="http://support1.itrezzo.com/updates/server/">http://support1.itrezzo.com/updates/server/</a></b><br />
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
2. Go to <b>Patch</b> folder.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
3. Look for the latest version with .<b>zip</b> file and Click on it to download and Save.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
4. Click the Start menu and run <b>services.msc </b>to open Services management console. (Or open the <b>Run </b>prompt by pressing Windows+ R key on the keyboard and type services.msc)</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
5. <b>Stop </b>these two itrezzo services:</div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><i>itrezzo ECO Platform</i></li>
<li><i>itrezzoAgent Unified Contact Manager</i></li>
</ul>
<br />
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
6. You can skip the itrezzo ECO Watchdog service. By default it's start up mode is Manual.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
7. Open File Explorer > <b>C:\Program File
(x86)\itrezzoAgent\ECOPlatform. </b>Leave this window open and go back to the folder where you saved the patch file which we downloaded above.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
8. Double click on the zipped folder and double click on the
patch folder inside it to open it.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
9. Using CTRL+A select all the files. Using CTRL+C, copy all the selected files and folders.</div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
10. Switch back to the folder C:\Program File (x86)\itrezzoAgent\ECOPlatform and
using CTRL+V paste all the contents inside this folder.<o:p></o:p></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
11. Select <b>Replace the files in the destination</b> and click on <b>Continue </b>if
prompted for Administrator permissions.<br />
<br />
<i>Note, if you dont get a message to replace files, you have probably pasted into the wrong location.</i></div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
12. Close all the File Explorer and web browser page for the itrezzo support website. </div>
<div class="MsoNormal">
<br /></div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
13. Return to the services app (already running from step 4). Start the two itrezzo services:</div>
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
</div>
<ul style="text-align: left;">
<li><i>itrezzo ECO Platform</i></li>
<li><i>itrezzoAgent Unified Contact Manager</i></li>
</ul>
<br />
<div class="MsoNormal">
<o:p></o:p></div>
<div class="MsoNormal">
14. Double click on the <b>Web Admin</b> from the desktop to open the
itrezzoECO Platform Admin Console.</div>
<div class="MsoNormal">
<o:p></o:p></div>
<br />
If you face any any issues while performing the steps above, <a href="https://www.itrezzo.com/Support/Tech-Support-Request" target="_blank">reach out to our support staff for help.</a></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-19215702855172454702018-10-16T06:24:00.000-07:002018-11-08T22:48:07.253-08:00Syncing Calendars and Contacts to Office 365 tenant with large number of mailboxes using CiraSync<div dir="ltr" style="text-align: left;" trbidi="on">
<span style="background-color: white; color: #222222; font-family: "roboto"; font-size: 12px; font-weight: 700; white-space: nowrap;">By Harpreet Singh Wasu</span><br />
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If you are a CiraSync customer and have more than 1000 user mailboxes in Exchange Online, you will notice that when a sync task is run, five mailboxes get updated simultaneously. Normally, a single Service Account is configured for CiraSync and it can take over one day to update 1000 mailboxes.<br />
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This post will help you to take necessary steps to speed up the sync process using Multiple Service accounts.<br />
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<b>Sample Calculations</b><br />
We will use an example where it takes five minutes to update an individual mailbox. If five mailboxes are updated at once, that means a mailbox is being synced almost once every one minute.<br />
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With that speed, CiraSync can update 600 mailboxes in 10 hours (Ten hours = 600 minutes) or 20 hours to update 1200 mailboxes.<br />
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If you are syncing a huge contact list to user mailboxes, it may even take 10 minutes to update a single mailbox. With five parallel updates, that would mean completing a sync once every two minutes.<br />
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<b>What would happen if your tenant had 3000 licensed CiraSync users getting synced at the rate of 10 minutes per mailbox ?</b><br />
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For 3000 users getting synced at 10 minutes per mailbox, a rough calculation is that it takes 30,000 minutes (i.e. 500 hours). With Five threads (simultaneous updates) using one Service Account, the sync task will take about 100 hours or about 4 days to complete.<br />
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<b>So, how can I speed this up?</b><br />
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By configuring CiraSync with Multiple Service accounts, you increase the number of parallel tasks in multiples of five.<br />
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This simply means one Service Account is able to run Five EWS threads at the same time. Thus, if you have four service accounts, a synchronization task will be able to run 20 threads at once.<br />
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Each thread updates one mailbox so you can have 20 simultaneous mailbox updates at one time.<br />
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Using the examples above, this could reduce the overall time of completion from 4 days to just one day.<br />
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<b>Setting up a CiraSync tenant to be able to use Multiple Service accounts</b><br />
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The multiple service account feature is not enabled by default.<br />
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To enable your CiraSync tenant for multiple service accounts with Office 365, create a support request for this feature by sending an email to <a href="mailto:support@cirasync.com"><b>support at cirasync.com. </b></a><br />
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You may already have a dedicated service account for CiraSync. Now you will need to create one or more Service Accounts for CiraSync.<br />
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To do this, follow the below steps. After each service account is created, you will use it to login to the CiraSync dashboard and grant consent to the CiraSync Azure Application and acquire token.<br />
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Each new service account will need the role of 'Application Impersonation' and Global Administrator. However, after the fist login, you can change the service account from Global Administrator to Service Administrator in Office 365.<br />
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<b>Here is a step by step guide for it.</b><br />
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<b>1.</b> Login to your <b><a href="https://portal.office.com/" target="_blank">Office 365 portal</a></b> as a <b>Global Administrator</b> and Navigate to <a href="https://admin.microsoft.com/AdminPortal/Home#/homepage" target="_blank"><b>Office 365 Admin Center</b></a> by clicking on <b>Admin</b>.<br />
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<b>2. </b>Click on <b>Users</b> > <b>Active Users</b><br />
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<b>3.</b> Click on <b>Add a User</b>. Fill in the required details - <b>First Name</b>, <b>Display Name</b>. We recommend you use a consistent service account Display name to identify each account.<br />
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Set a strong <b>Password</b> and make it a <b>Global Administrator</b>. If you are syncing Public Folders, assign a License to the Service Account - any License that will have an <b>Exchange Online plan</b> is needed so a mailbox is created for the Service Account.<br />
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<b>4.</b> Once the new account is created, use a different browser. or use an IR/Edge <b>In-Private</b> window. In Google Chrome, use an <b>Incognito</b> window and navigate to <a href="https://dashboard.cirasync.com/" style="font-weight: bold;">https://dashboard.cirasync.com</a>.</div>
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Login to the portal with the newly created Service Account.</div>
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<b>5.</b> In the screen snapshot shown below, you are initially entering as a <b>Personal Edition User</b>. You will need to click on <b>Upgrade to Enterprise Edition</b> to sign-in as <b>Enterprise Edition user</b>.</div>
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<b>6.</b> Give your consent by allowing the CiraSync to access your tenant using the new service account. At the prompt shown below, <b>Permissions requested Accept for organization, </b>click <b>Accept</b>.<br />
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<b>7.</b> Make this new identity a Service account in CiraSync. On the <b>upper right corner</b>, click on the username you are signed-in with and select <b>Settings</b>.<br />
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><b>8.</b></span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> From the navigation pane on the left, select </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Service Account</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> option as shown below.</span></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><b>9.</b></span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> Here you can view all the accounts from Office 365 that have been used to sign-in to CiraSync dashboard or have been added to be used as Service Account for CiraSync.</span></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">Check the boxes next to all the accounts you want to use as Service Account for CiraSync and click on </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Save</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">.</span></div>
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<span id="docs-internal-guid-dfd82720-7fff-e674-1cbb-d312c5851c51"><span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"><b>10.</b> Once you choose the Service accounts for Cirasync and Save the changes the screen will show you the selected service accounts and the </span><span style="font-family: "arial"; font-size: 11pt; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;">Save</span><span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"> button will show grayed out.</span></span><br />
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<span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;">After you the service account is locked successfully, logout from CiraSync dashboard portal.</span><br />
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<span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;">Following the above steps, you can add and lock multiple service accounts for CiraSync. Once you lock the required number of service accounts for CiraSync, you can change the role of these service accounts from Global Administrator to Service Administrator in Office 365.</span><br />
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<span style="font-family: "arial";"><span style="font-size: 14.6667px; white-space: pre-wrap;"><b>Follow the below steps for it:</b></span></span><br />
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<b>11.</b> Login to your <b><a href="https://portal.office.com/" target="_blank">Office 365 portal</a></b> as a <b>Global Administrator</b> and Navigate to <a href="https://admin.microsoft.com/AdminPortal/Home#/homepage" target="_blank"><b>Office 365 Admin Center</b></a> by clicking on <b>Admin</b>.<br />
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<b>12. </b>Click on <b>Users</b> > <b>Active Users</b><br />
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><b>13.</b></span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> Select the account that has to be changed from </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Global Admin</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> to </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Service Admin</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">. Click on </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Edit</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> next to </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Roles</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">.</span></div>
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<a href="https://4.bp.blogspot.com/-vj6TLwpzYHM/W8_zUd06UAI/AAAAAAAAAZ4/St1fGrt4DfAz4uy0Lwj8vvVVB8UGeoFHwCLcBGAs/s1600/13..jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="748" data-original-width="914" height="326" src="https://4.bp.blogspot.com/-vj6TLwpzYHM/W8_zUd06UAI/AAAAAAAAAZ4/St1fGrt4DfAz4uy0Lwj8vvVVB8UGeoFHwCLcBGAs/s400/13..jpg" width="400" /></a></div>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">14. Click on </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Customized Administrator</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> radio button and then check mark the box next to </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Service Administrator</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;"> and click on </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 700; text-decoration: none; vertical-align: baseline; white-space: pre;">Save</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre;">. </span></div>
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Now that you have locked the Service accounts for CiraSync, don't forget to give <b>Application Impersonation </b>role to these service account.<br />
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For step by step instructions, check out our blog post for <a href="https://blog.itrezzo.com/2018/09/Set-Exchange-impersonation-mode-for-Exchange-365.html" target="_blank"><b>How to Set Impersonation Mode for GAL or Public Folder Sync to User Mailboxes</b></a><br />
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If you have any questions or feedback regarding this process and working, feel free to reach our excellent customer support team at <b><a href="mailto:support@cirasync.com">support@cirasync.com</a></b></div>
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Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-42753282111159066082018-09-05T11:42:00.000-07:002019-03-06T21:11:51.216-08:00How to Set Impersonation Mode (Application Impersonation) for GAL or Public Folder Sync to User Mailboxes<div dir="ltr" style="text-align: left;" trbidi="on">
By Harpreet Singh Wasu<br />
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There are two types of permissions that you can give to a service account for GAL or Public Folder Sync to User Mailboxes.<br />
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The first way you can give the permissions is by Delegation and second is by Impersonation.<br />
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This Blog Post shows how to setup the Service Account for Impersonation mode in Office 365 (Exchange Online).<br />
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If your organization is Cloud-Only (All mailboxes are in Office 365) you should use the below steps to grant Application Impersonation role to your mailbox.</div>
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If you are looking to find the steps to give the permissions using mailbox Delegation, navigate to <b><a href="https://blog.itrezzo.com/2013/09/exchange-service-account-permissions.html" target="_blank">Exchange Service Account Permissions and itrezzo Contact Management</a></b><br />
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How to setup App Impersonation for Office 365 and Exchange 2013/2016 </h3>
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<b>1.</b> Log in to your <b><a href="https://portal.office.com/" target="_blank">Office 365 portal</a></b> as a <b>Global Administrator</b> and Navigate to <a href="https://admin.microsoft.com/AdminPortal/Home#/homepage" target="_blank"><b>Office 365 Admin Center</b></a> by clicking on <b>Admin</b>.<br />
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<a href="https://3.bp.blogspot.com/-aDPtMFvWm_A/W49o1OA25vI/AAAAAAAAAQc/0O-koYtyot0HwyWOA1ekeDz5I2B3CwIFQCLcBGAs/s1600/1.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="601" data-original-width="1488" height="160" src="https://3.bp.blogspot.com/-aDPtMFvWm_A/W49o1OA25vI/AAAAAAAAAQc/0O-koYtyot0HwyWOA1ekeDz5I2B3CwIFQCLcBGAs/s400/1.png" width="400" /></a><br />
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<b>2.</b> From the <b><a href="https://admin.microsoft.com/AdminPortal/Home#/homepage" target="_blank">Office 365 Admin Center</a></b>, expand the navigation bar on the left side and scroll to the bottom and expand <b>Admin </b>and then click on <b><a href="https://outlook.office365.com/ecp/" target="_blank">Exchange</a></b>. You can also navigate to <b>Exchange Admin Centre (EAC)</b> through <a href="https://outlook.office365.com/ecp/">https://outlook.office365.com/ecp/</a><br />
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<a href="https://2.bp.blogspot.com/-bI3UjfD1wgc/W49pAHGHTvI/AAAAAAAAAQg/JuZkGlKHr58kw9JRMZ704KX1qNORHF0nQCLcBGAs/s1600/2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="934" data-original-width="719" height="400" src="https://2.bp.blogspot.com/-bI3UjfD1wgc/W49pAHGHTvI/AAAAAAAAAQg/JuZkGlKHr58kw9JRMZ704KX1qNORHF0nQCLcBGAs/s400/2.jpg" width="307" /></a><br />
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<b>3.</b> From the <b><a href="https://outlook.office365.com/ecp/" target="_blank">EAC</a></b>, either Click on <b>Permissions </b>on the left-hand navigation and make sure you are under <b>Admin Roles Tab</b> at the top or Click on <b>Admin Roles</b> below Permissions on the <b><a href="https://outlook.office365.com/ecp/" target="_blank">Home page of EAC</a></b><br />
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<a href="https://1.bp.blogspot.com/-aTecKxzCKtg/W49pSQZys2I/AAAAAAAAAQo/U6EwMypxwdcqsdk_shYZ7Zu9b5wHA-ZjwCLcBGAs/s1600/3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="440" data-original-width="946" height="185" src="https://1.bp.blogspot.com/-aTecKxzCKtg/W49pSQZys2I/AAAAAAAAAQo/U6EwMypxwdcqsdk_shYZ7Zu9b5wHA-ZjwCLcBGAs/s400/3.jpg" width="400" /></a><br />
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<b>4.</b> Check if you already have a <b>Role Group</b> created with <b>Application Impersonation Role</b>. If not, create a <b>New Role Group</b> by clicking on the <b>+ </b>sign.<br />
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<a href="https://3.bp.blogspot.com/-yZoWg_hhT_c/W49peMTO3LI/AAAAAAAAAQs/jLwPl8bZHWc11TO0JdFGhgW2Vdy1R3LYwCLcBGAs/s1600/4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="576" data-original-width="811" height="281" src="https://3.bp.blogspot.com/-yZoWg_hhT_c/W49peMTO3LI/AAAAAAAAAQs/jLwPl8bZHWc11TO0JdFGhgW2Vdy1R3LYwCLcBGAs/s400/4.jpg" width="400" /></a><br />
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<b>5.</b> In the <b>New Role Group</b> window, give a name for this <b>New Role Group</b>. For easy to remember, you can name is <b>App Impersonation</b>. Give any description of your choice in the <b>Description Box</b>. Click <b>+</b> on <b>Roles</b>. Select <b>Application Impersonation</b> and Click <b>Add </b>and <b>OK</b>.<br />
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<a href="https://3.bp.blogspot.com/-DtXJwZXIOzM/W49qCm6D_tI/AAAAAAAAAQ8/WeC0NyBXNuALL64460hFRfCk86NyZ1iIwCLcBGAs/s1600/5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="971" data-original-width="1600" height="241" src="https://3.bp.blogspot.com/-DtXJwZXIOzM/W49qCm6D_tI/AAAAAAAAAQ8/WeC0NyBXNuALL64460hFRfCk86NyZ1iIwCLcBGAs/s400/5.jpg" width="400" /></a><br />
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<b>6.</b> Now Click on <b>+</b> sign below the <b>Members</b>, add the <b>Service Account</b> as the Member of this <b>Role Group,</b> click on <b>Add </b>and <b>OK</b>.<br />
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<a href="https://4.bp.blogspot.com/-s7x4GKpaNHM/W49qJNdkbzI/AAAAAAAAARA/OeoWK_gGhnkwl3VWB7VFRhNiN0_3nWD9ACLcBGAs/s1600/6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="939" data-original-width="1583" height="237" src="https://4.bp.blogspot.com/-s7x4GKpaNHM/W49qJNdkbzI/AAAAAAAAARA/OeoWK_gGhnkwl3VWB7VFRhNiN0_3nWD9ACLcBGAs/s400/6.jpg" width="400" /></a><br />
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<b>7.</b> Once it’s done, click on Save in the New Role Group Window.<br />
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<a href="https://3.bp.blogspot.com/-Nm-xNFalnEw/W49qO1TnopI/AAAAAAAAARE/L3p3YccFsJMcXF56D7I2noKekFLtTwDKQCLcBGAs/s1600/7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="972" data-original-width="715" height="640" src="https://3.bp.blogspot.com/-Nm-xNFalnEw/W49qO1TnopI/AAAAAAAAARE/L3p3YccFsJMcXF56D7I2noKekFLtTwDKQCLcBGAs/s640/7.jpg" width="468" /></a><br />
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It can sometimes take several minutes (generally 30-60 minutes) or these changes to become active and get replicated across all the directories.</div>
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If you would like to enable App Impersonation via PowerShell, read the blog post <b><a href="https://blog.itrezzo.com/2013/09/Updating-Contacts-Office365-on-premise-server.html" target="_blank">How to Configure an Office 365 Hybrid Premise Service Account</a></b>.<br />
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<span style="font-family: inherit;">Want to Learn how and when to use impersonation in your Exchange Server or Exchange Online environment, check out <b><a href="https://docs.microsoft.com/en-us/exchange/client-developer/exchange-web-services/impersonation-and-ews-in-exchange" target="_blank">Impersonation and EWS in Exchange</a></b></span></div>
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You can also refer to the <b>Microsoft Article</b> on <b><a href="https://docs.microsoft.com/en-us/exchange/client-developer/exchange-web-services/how-to-configure-impersonation" target="_blank">How to Configure Application Impersonation using PowerShell</a></b>.<br />
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Unknownnoreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-17312996848020504632018-04-10T13:10:00.001-07:002018-04-10T13:10:41.966-07:00How to create Dynamic DL's in Azure Active Directory<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span><span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;">Vern Weitzman</span><br />
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span>
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span>
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;">Using On premise Exchange and Active Directory, almost any LDAP query can be turned into a Dynamic Distribution List. </span><br />
<br style="-webkit-tap-highlight-color: transparent; background-color: white; color: rgba(0, 0, 0, 0.87); font-family: Roboto, RobotoDraft, Helvetica, Arial, sans-serif; font-size: 14px; white-space: pre-wrap;" />
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;">Ironically, Active Directory on Azure has lobotimized LDAP. A very good substitute is available with Azure AD Premium.</span><br />
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span>
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;">If you are using <a href="https://www.itrezzo.com/Solutions/UnifiedContactManager.aspx">itrezzo UCM</a>, this post has a pretty good set of instructions on <a href="https://www.cirasync.com/contact-lists-and-office-365-dynamic-distribution-groups/">how to create a Dynamic Group for Office 365 usage</a>. </span><br />
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span>
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;">The final step shows you how to create a contact collection. If you are a UCM user, you will want to finalize the process with an <a href="http://blog.itrezzo.com/2014/06/sync-smartphone-contact-collections.html">ECO Collection</a>.</span><br />
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<a href="https://1.bp.blogspot.com/-eBP6YyiKWA4/Ws0ZOAOu8rI/AAAAAAABwJo/7MEAsXTkhVoAl7hmgFginPqNFpGn7tq7gCLcBGAs/s1600/Contact%2BCollection%2Bfrom%2BDynamic%2BDL.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="1294" data-original-width="1420" height="363" src="https://1.bp.blogspot.com/-eBP6YyiKWA4/Ws0ZOAOu8rI/AAAAAAABwJo/7MEAsXTkhVoAl7hmgFginPqNFpGn7tq7gCLcBGAs/s400/Contact%2BCollection%2Bfrom%2BDynamic%2BDL.png" width="400" /></a></div>
<span style="background-color: white; color: rgba(0 , 0 , 0 , 0.87); font-family: "roboto" , "robotodraft" , "helvetica" , "arial" , sans-serif; font-size: 14px; white-space: pre-wrap;"><br /></span>Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-76438870986859329432018-03-13T23:15:00.000-07:002018-03-14T14:31:54.598-07:00One Exchange Calendar synced between two different Exchange Servers<br />
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<span style="font-family: "arial" , sans-serif;"><span style="font-size: x-small;">By Vern Weitzman</span></span></div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">A Microsoft partner asked us for a specific
Outlook calendar solution for an executive. The exec moved up the ranks to work
part time at the HQ for a multinational conglomerate. For the foreseeable
future, she was going to be using a mailbox at both Organizations.</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">Her calendar was a different story. Three
people were going to continue managing her calendar. However, dozens needed
view access at both organizations.</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">When there is literally a team of assistants
that manage your calendar, It is likely filled for 12 months in advance with a
full days schedule. There are thousands of appointments and dozens of
changes each day.</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span></div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">We have recently added an Outlook Calendar
connector that can reach into remote Exchange Servers. You create this
like you create an ordinary <a href="http://blog.itrezzo.com/2015/03/sync-outlook-public-folder-iphone.html">Calendar Distribution List </a>except that the source
lives in a different Exchange Organization.</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span></div>
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<span style="background-color: transparent; clear: left; color: black; float: left; font-family: "arial"; font-size: 11pt; font-style: normal; font-variant: normal; font-weight: 400; margin-bottom: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Create Remote Calendar Distribution List" height="221" src="https://lh5.googleusercontent.com/j8CRztEpFTyzpNx0NoUZxu3YzlWI0PquzEDeFSjPl9BLWPQ_oW1BdPbeV1mcXRiMemHTN7qvO-J_AU8ngTIQ0j56o3bFojyTVzPtxMUJA3MGW3qbyCqMUCKbUZFoqZLoxM_Ik4O2" style="border: none; transform: rotate(0rad);" title="Unified Contact Manager Web Administration" width="400" /></span></div>
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<span style="font-family: "arial";"><span style="font-size: 14.6667px; white-space: pre-wrap;">Once you choose the Remote Exchange Calendar, you will be able to define the remote Exchange Server.</span></span></div>
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<span style="font-family: "arial";"><span style="font-size: 14.6667px; white-space: pre-wrap;">Note that the remote organization can be Exchange on-premise, or even an <a href="https://www.cirasync.com/calendar-sync/">Office 365 tenant.</a></span></span></div>
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<span style="font-family: "arial";"><span style="font-size: 14.6667px; white-space: pre-wrap;">For more assistance, please <a href="https://www.itrezzo.com/Support/TechSupportRequest.aspx">contact itrezzo Support</a>.</span></span></div>
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Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-14529954010882517002018-03-05T00:15:00.000-08:002019-06-27T05:06:49.251-07:00How to share contacts from two different Exchange Orgs<br />
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">By Vern Weitzman</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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If you have ever had to share contacts from two
different Exchange organizations on short notice, you might have tried
something from the Exchange Managers handbook: <i>
Bi-nodal interorg PST
transplant surgery
</i>.
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Yes. I did just make that up. My apologies
if you started googling for the Exchange Managers Handbook.
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However on many occasions I have worked with
email administrators that have performed this annoying procedure. They
export contacts to a PST. Email a zip file to a subsidiary. Get told that
it’s empty and have to repeat it again. You can email the zip file until Outlook is closed and you can send an email with Outlook closed.
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On the other side where it’s even more painful. It is a slow
and boring procedure to open mailboxes, drag and drop contacts.
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If you have to share contacts both ways, it’s
twice as miserable. It is painful enough that it rarely gets done and the
contact information gets stale quickly. When you want to do a
refresh, you have to wipe everything out and start over. Just deleting
several hundred contacts from a mailbox can take quite a few minutes. It also
causes quite a bit of exchange server traffic as well smartphone resync
traffic.
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<span style="color: black; ">With itrezzo Unified Contact Management, you can easily automate this procedure. Updates are done automatically and as often as you like. Incremental changes at the source are incremental at the target, so it’s quick and band with efficient.
If you are a CiraSync user, there is something similar with Global Address List sync between two different tenants. Learn how to perform this procedure on</span>
<a href="https://cirasync.com/support/sync-gal-two-tenants-without-gal-sync/"><span style="color: #1155cc; font-family: Arial; font-size: 11pt;">CiraSync</span></a>!
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<span style="color: black; font-family: "arial" , sans-serif; font-size: 16.0pt;">How to Share Outlook Contacts between two Orgs</span><b><span style="font-family: "times new roman" , serif; font-size: 18.0pt;"><o:p></o:p></span></b>
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In itrezzo UCM, there are two constructs for
pushing contacts:
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If you are pushing contacts from the Global
Address List, an MCL is the best method. With an MCL, you can use mail
enabled groups from from Active Directory to select the members of the
contact list you want to sync to your users. If a user already has
a contact for a coworker, UCM will update that contact and start managing
it as part of the contact list. It’s the best way to avoid duplicate
contacts.
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However in the example described at the top of
the post, the contacts from the remote HQ GAL are presumably not in the local
GAL. Thus, the prescription here is for a CCL.
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">A </span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><a href="http://wiki.itrezzo.com/Custom_Contact_List_For_Outlook_and_Smartphones.ashx"><span style="color: #1155cc; font-family: "arial" , sans-serif; font-size: 11.0pt;">CCL </span></a></span><span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
can be used in almost all other cases. You can sync Outlook
contacts from public folders, mailboxes, a SQL database or even a CSV. The
final option (which we will use in this example) is to connect to Public Folder
or mailbox contacts on a remote Exchange server.
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To sync a public folder from our parent
organization, we will create a <i>Custom Contact List</i> as shown below.
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Navigate to the Unified Contact Manager
container. Now select Custom Contact Lists. In the top right corner on the
black and white toolbar, choose <i>From Remote Exchange...</i>
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<span id="docs-internal-guid-d0eb98aa-f532-27bd-d7e2-accc84e0ab68"><span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"><img alt="choosing a contact source for an Outlook contact folder " height="134" src="https://lh4.googleusercontent.com/nCht78SkUeKV0PvzCwE_s-neYDXxp67WJBNWLcoffTg6JTyfa-LI5K9MJE0nF6xJ2LtsNSns6yemmb2BV1UXOvu9UW5gY8bF_WIj2Obg1KDGbKStdErEcEiUTEctmkJqJdmN58EA" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="Exchange Server in a diffrerent Organization" width="544" /></span></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">The Remote Exchange Dialog box is displayed:</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<!--[if gte vml 1]><v:shape
id="Picture_x0020_3" o:spid="_x0000_i1027" type="#_x0000_t75" alt="Choose Mailbox or Public Folder. Than select your contact folder"
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<span id="docs-internal-guid-d0eb98aa-f532-a437-63cf-1039a4f9b3e6"><span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"><img alt="Choose Mailbox or Public Folder. Than select your contact folder" height="316" src="https://lh5.googleusercontent.com/8ExzCbocCOeHIt6gWDHxcgOK2Ys3-q2JbY-tszFG-XGyBfEq90I1gJChcd9Y4LSUI05AsK-2XQSb6cQXqVAoRhf5WTsgI2Qp64dep0Jggu7Sxvk40SKn0giFd03MTsTy-CnKHSMK" style="border: none; transform: rotate(0rad);" title="Remote Exchange Server Contact Settings" width="549" /></span></span>
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We start by entering the name of the contact
list (1). This name is used as a category on each target contact so want to
keep the name precise and short.
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The username (2) on the remote system does NOT
need to have any particular domain or Exchange Server permissions. It is an
ordinary mailbox that has REVIEWER permission on the source public folder.
In that way, the parent HQ doesn’t need to create a privileged account
for use outside of their immediate IT organization.
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In almost all cases, EWS (Exchange Web Services)
is exposed at the same URL as OWA. We will need to put the fully qualified URL
(3) with the suffix <i>/EWS/Exchange.ASMX.</i>
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Next we select Public Folder (4) at the bottom.
If our credentials and URL endpoint are correct, we see the public folder
hierarchy in the remote organization. Now we navigate to the desired
public folder and select it.
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Next click on the Targets tab (7) and you will
see the dialog as shown below.
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<span id="docs-internal-guid-d0eb98aa-f533-2021-42bf-a3f02f0f1125"><span style="font-family: "arial"; font-size: 11pt; vertical-align: baseline; white-space: pre-wrap;"><img alt="Setup the target contact folder in Outlook" height="287" src="https://lh3.googleusercontent.com/N_roEQ8Yv7qWcBF7zZWQ7cRvjnUCatazubNDB9tyEPKzBdrmKqWIS0YKvTSiLMMPQ4IIZTOtEzBy2uezyGIlci5fLAvn3kU-v3HDY2cdc0MfM2fZwf4gacwFcCRK3WTROs2W08tw" style="border: none; transform: rotate(0rad);" title="Remote Exchange Server Contact Settings" width="550" /></span></span>
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I typically recommend using a subfolder for
external contacts (8). All of the target users have iPhones and they will
sync contact subfolders from their Exchange Mailbox.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
A subfolder (9) will automatically be created in
every target mailbox. Again, it is important to use a very precise name (9).
Users will see this folder on both their desktop and smartphone.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
We always recommend adding a category (10)
to each target contact. This makes it easier for users to see the
contacts as a group.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
The last and final step is to choose the target
users (11) that will receive the contacts from the remote Exchange Server. We recommend that you
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;">
<a href="https://blog.itrezzo.com/2014/06/sync-smartphone-contact-collections.html">
<span style="color: #1155cc; font-family: "arial" , sans-serif; font-size: 11.0pt;">
use a
collection
</span>
</a>
</span><span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
to configure the
targets.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
Save the CCL and we now see contacts from remote
Exchange Server in the grid.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
</div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";"><span style="mso-spacerun: yes;"> </span></span><img alt="" height="187" src="https://lh4.googleusercontent.com/qUdutmNuWYqddzL4HSRMy7eJLiVCBGFxKnBjxH9TUyHYvdLFAwujSNsqOwNCg2x0DbEZUxT-5RvYjdQ4CnMJbh4MCCvugY-auBe3_kahRrEJvKETMbU974Wz6I2HpUoEYwkWxiEo" style="border: none; font-family: Arial; font-size: 11pt; transform: rotate(0rad); white-space: pre-wrap;" title="Preview the outlook contacts from the remote Exchange Server" width="400" />
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<br />
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">We will also license all of the target users.</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
For a quick test, we will navigate to the User
Statistics container and run UCM on a single user. After that completes,
there will be a NY HQ subfolder in that user’s mailbox.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
</div>
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<span style="color: black; font-family: "arial" , sans-serif; mso-fareast-font-family: "Times New Roman";">
On the next scheduled UCM Task, all users will
get the NY HQ contacts.
</span><span style="font-family: "times new roman" , serif; font-size: 12.0pt;"><o:p></o:p></span>
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<br />Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-55833116275201455822016-06-26T02:29:00.000-07:002016-06-26T02:29:40.335-07:00How I got my head out of my SaaS and into the Azure Cloud<br />
We have spun out a new company to better service Office 365 tenants that want to sync the GAL and Public Folders to smartphones. <a href="https://www.linkedin.com/pulse/how-i-got-my-head-out-saas-azure-cloud-vern-weitzman" target="_blank">Here is the story</a>.<br />
<br />
<br />Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-46890181066399739892016-02-18T16:29:00.000-08:002019-06-27T04:40:37.952-07:00Set Impersonation Mode for GAL or Public Folder Sync to User Mailboxes<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vern Weitzman</span>
</div>
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<span style="font-family: "arial"; font-size: 14.6667px; font-weight: 400; line-height: 1.38; white-space: pre-wrap;">There are two types of permissions that you can give to a service account so that it can easily update contacts, appointments and sticky notes inside of users mailboxes. Delegation is the most common permission used for on-premise Exchange Servers. If you are an Office 365 user, learn how to set impersonation mode on <a style="text-decoration: underline;" href="https://cirasync.com/support/global-address-list/set-impersonation-mode-office365/">CiraSync</a>! </span>
</h2>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> </span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">This blog post shows the steps required to enable a user or service account to open mailboxes in impersonation mode on Office 365 Exchange.</span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<ol style="margin-bottom: 0pt; margin-top: 0pt;">
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: decimal; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Log in to your Office 365 Management Console as a Global Administrator. Under the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ADMIN</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> menu, launch </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Exchange</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span>
</div>
</li>
</ol>
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<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="" height="465" src="https://lh6.googleusercontent.com/IxGscbxmndHkKXTK-Vb5-N27G_4_q837BLNmcfmnN2oiyFv0MFNBktFXDENi3POndvWWZhsa72T7HWCeY6KlWzhWyQg3n7Z4JndnduNYSR2tgI1c1UPbNVF6hB7Qt2vulH_oirzn" style="border: none; transform: rotate(0rad);" title="Open Office 365 Exchange Admin" width="185" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">2) Next you will see the Exchange admin center. Launch the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">admin roles</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> menu beneath </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Permissions.</span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="" height="144" src="https://lh4.googleusercontent.com/dax7cMOmohZZv-qsbiK-6y_k-2A8ESGOB3TQRAm930AAwp4vqiE74rJ8rUroTlYVj5iQdTLXxpM2d80w4fH63H2xMTrqi6bRtqSKDXelFcAyRyTkshHbHqejSPLb--aAOfXRlL64" style="border: none; transform: rotate(0rad);" title="Office 365 Admin Permissions menu" width="430" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">3) After you click </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">admin roles</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">, click the plus (+) symbol to add a new role. If another role already exists that has impersonation, you can just edit that role.</span>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="" height="179" src="https://lh6.googleusercontent.com/pSWXH2qYGO_G49a6NLVHxXuxYDqwmdfcfEQs0KkgiHj_cYqf1ORcQMSUp0b8gTU_Qt5GKHRf6Z6NgPQOaOrV1FioD_zJ9oCnSnfoqWPjWcEzzD1-WrVJLw4Gz_BE3A0AeZHNgA49" style="border: none; transform: rotate(0rad);" title="Office 365 Admin ADding Application Impersonation" width="624" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">After you hit the plus (+) symbol to add a new role (or edit an existing one), the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">roles</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> dialog appears. If it’s a new role, type the name </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">App Impersonation.</span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="" height="493" src="https://lh4.googleusercontent.com/GbIjTub3vhg1a12p81ltUbnd89xLq9ae8PxX1-qAwQN4BaU_ab3fHKcnfwK6bUFAouONdeb58FX6Cv_oWYuzCfNMdlnx1y6ivPdpo6pTXm5XtRyXQOWbJWi924Lr5Dav0kpxGzq6" style="border: none; transform: rotate(0rad);" title="Office 365 Admin adding user to impersonation role" width="357" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Add the service account under </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Members</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. If you are using the cloud service and don’t have a service account yet, you should use grant the App Impersonation role to your mailbox (or to whatever mailbox that you used to set up the cloud service).</span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<b style="font-weight: normal;"><br /></b>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">It can sometimes take several minutes for these changes to become active.</span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<br />
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you would like to enable App Impersonation via Powershell, read the blog post </span><a href="http://blog.itrezzo.com/2013/09/Updating-Contacts-Office365-on-premise-server.html" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: "arial"; font-size: 13.333333333333332px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">How to Configure an Office 365 Hybrid Premise Service Account</span></a><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span>
</div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-52385363706352079232015-07-26T16:39:00.000-07:002019-06-27T03:30:40.420-07:00Sync the Office 365 GAL to Outlook<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="font-family: "trebuchet ms"; font-size: 28px; line-height: 1.38; white-space: pre-wrap;"><span style="font-family: "arial"; font-size: 14.6667px; line-height: 20.24px;">By Vern Weitzman</span></span><br />
<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Sync the Office 365 GAL to iPhone, Android and Other Smartphones</span>
</h2>
<br />
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You may already know that your iPhone and Android users will be much more productive if they have a cached copy of the GAL in their contacts. </span><br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you are not familiar with the itrezzo Unified Contact Manager and want to sync the GAL, check out the articles listed below: </span><br />
<ul>
<li><span style="color: #1155cc; font-family: "arial"; font-size: 14.6667px; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><a href="https://cirasync.com/support/office-365/syncing-gal-to-outlook-and-exchange-devices/">Syncing the Global Address List to Outlook or Exchange-enabled Devices on CiraSync</a></span></li>
<li><span style="color: #1155cc; font-family: "arial"; font-size: 14.6667px; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><a href="http://blog.itrezzo.com/2014/02/how-to-sync-gal-to-iphone-Android.html" style="text-decoration: none;">Best Practices for Syncing the GAL to a smartphone</a></span></li>
</ul>
<br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="font-family: "trebuchet ms"; font-size: 21.3333px; line-height: 1.38; white-space: pre-wrap;">Configuring itrezzo Contact Management with Azure AD</span><br />
<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;">We recently worked with a customer that had 3000 mailboxes in their Office 365 GAL. The Unified Contact Manager, </span><a href="https://www.itrezzo.com/Solutions/UnifiedContactManager.aspx" style="font-family: arial; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;" target="_blank">our unified contact management tool</a><span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;">, was using </span><span style="font-family: "arial"; font-size: 14.6667px; line-height: 18.4px; white-space: pre-wrap;">Exchange Web Services and</span><span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;"> GAL sync was failing miserably. </span><br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
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<span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;">We wanted to fall back to LDAP since they were running DirSync. Unfortunately, there were three different domains from different locations syncing into Office 365. Each of them had a unique copy of their local GAL. Office 365 had the only complete master copy of all GAL entries.</span><br />
<span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;"><br /></span> <span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;">That is the point where we switched their GAL access type to Azure AD. Things worked perfectly after that.</span><br />
<span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;"><br /></span> <span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;">If you want to Sync the Office 365 GAL to a smartphone, this post explains how and why you might need to use Azure AD.</span><br />
<span style="font-family: "arial"; font-size: 14.6666666666667px; line-height: 1.38; white-space: pre-wrap;"><br /></span>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Graph API" height="164" src="https://lh3.googleusercontent.com/dw39Kh3vwJ8lSPiEGbg8gvnpnyd4uCpL4ZrRdeT4N9doALZCj-OzV0OnRDKEnln-RaOmLbegHYjOnig91DEhB7BfOdptFgIhpvu1TvTNJt4bT_a4Q3pDNlUt8RL81PBbGzrLhak" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="Sync the GAL to Outlook using Azure AD" width="400" /></span><br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
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<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Office 365 Global Address List Types</span>
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<div>
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The snapshot above shows three possible ways that the </span><a href="http://www.itrezzo.com/Solutions/Unified-Contact-Manager.aspx" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">Unified Contact Manager</span></a><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> can create a contact list using the GAL.</span><br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: decimal; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you have DirSync to on-premise AD, you can configure LDAP.</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: decimal; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The default method to sync the Office 365 GAL is Exchange Web Services (EWS).</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: decimal; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">For an Office 365 GAL with more than a few hundred users, an ideal solution is to use Azure Active Directory. Microsoft provides access to </span><a href="https://msdn.microsoft.com/en-us/library/azure/hh974476.aspx" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">Azure AD through the Graph API</span></a><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span>
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<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 10pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Setting up the Office 365 Tenant to use Azure AD</span>
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<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Using the Graph API connector does take a few extra steps. The first requirement is to grant the itrezzo Unified Contact Manager permissions to use the Azure Active Directory. If you don't know how to do this, use the procedure detailed in this </span><a href="http://blog.itrezzo.com/2015/07/configure-azure-ad-and-office-365-for.html" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">blog post</span></a><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">This procedure has you save the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Client ID</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> and </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.6666666666667px; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><b>Tenant ID</b></span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> to the Notepad. You will need it below. </span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">After Azure AD permissions are enabled, run the itrezzo Web Admin and open the Global Configuration Menu. Choose </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Global Address List</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. Select </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Graph API</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> and fill in your organization's information. An example is shown below.</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Paste in the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Client ID</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> at the bottom of the Graph API settings.</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The Tenant name should match the primary internet domain name.</span><br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Azure AD, LDAP, EWS" height="128" src="https://lh3.googleusercontent.com/4O3eAm3xeMzu0NUpX_xjujF8d-B3ktRlVRgsRoBaqKieOtnrvLs_mnWKWRvrVtstbzBeuiFKDhEo62t486zB3Qq0nwxVd8-oDP6E1UrKvlJX2N5OGHqYfmfvI2ZYd6SRiyasl6o" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Ways to Sync Office 365 GAL to smartphone" width="400" /></span>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You should also have the Tenant ID in Notepad. Paste it to the Graph API </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Tenant ID </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">shown above. </span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The login credentials for a Tenant Admin should be used. Typically the itrezzo Service mailbox might lack tenant admin permissions.</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Once you have saved the new credentials, restart the itrezzo ECO Platform service.</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Under Active Directory, you should now see the GAL as it appears in Outlook on Office 365. </span><br />
<img alt="" height="289" src="https://lh6.googleusercontent.com/wxEPPyty-7IwLlzx_xRaxVFnze3sf8OHoeb-Ug9rsqFOVP7uG_iCh-FgAMxiUtio5i2ovAZ2A2ZLrrHbjzdk8zWS9aEYSK3UlK_9SV6hgDkO3Lij5XVQazOYUi-xPJIH4OJAt0M" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Testing Azure AD to Sync Office 365 GAL to smartphone" width="400" />
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<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;">You may need to click the gear icon in the top right corner of the grid to get Active Directory to refresh.</span><br />
<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;"><br /></span>
<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;">You can also create a collection. When you try to search the GAL to add members to the collection, it will now use Azure AD. If this fails, Azure AD is not properly configured.</span><br />
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<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;"><br /></span>
<span style="font-family: "arial"; font-size: 14.6667px; line-height: 1.38; white-space: pre-wrap;">To diagnose failures, open the logs for the current day of the week. Scroll to the bottom of the ECO log. It will have some errors messages. Look for the Azure error result. If you can’t resolve this on your own, feel free <a href="https://www.itrezzo.com/Support/TechSupportRequest.aspx" target="_blank">to contact itrezzo Support</a>.</span>
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Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 South Bascom Avenue, Campbell, CA 95008, USA37.282725 -121.9322650000000311.797185499999998 -163.24085900000003 62.7682645 -80.62367100000003tag:blogger.com,1999:blog-6427774035315392887.post-40571351714702138512015-07-25T17:20:00.000-07:002016-01-03T12:26:41.394-08:00How to configure Azure AD and Office 365 for GAL Sync<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vern Weitzman</span></div>
<br />
<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 10pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Setup Azure Active Directory for a Native Application</span></h2>
<br />
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">When the itrezzo Unified Contact Manager runs as an on-premise application, it can be configured to access the Azure Active Directory using the </span><a href="https://msdn.microsoft.com/en-us/library/azure/hh974476.aspx" style="text-decoration: none;"><span style="color: #1155cc; font-family: "arial"; font-size: 14.6666666666667px; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">Graph API</span></a>.<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">This blog post shows the steps required to configure an Azure AD Native Application so that it can authenticate and access the GAL (Global Address List).</span><br />
<a name='more'></a><div style="text-align: left;">
<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 10pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Setting up the Office 365 Tenant to use Azure AD</span></h2>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Using the Graph API connector does take a several steps. The first requirement is to enable Azure AD Management from the Office 365 Admin console. </span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To get started, open your Office 365 tenant admin. Scroll to the bottom of the navigation pane and open the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ADMIN </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">container, Select </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Azure AD</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">.</span></div>
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><img alt="Launching Azure AD Management Console" height="263px;" src="https://lh4.googleusercontent.com/ImECYNVGS46RcUrIVIQL4fzdGauFR0DCfjIGrK5g03DqQwOGr5FVgzmUl1ng1xrihH0UlVdCGgYV8g6GVrLaFgg2KC5478mXFg4y5jK4KxkLjDl5ygr-8iJjNpvR5bRvqxlKhMQ" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="Launching Azure AD Management Console" width="251px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Office 365 Admin Menu</td></tr>
</tbody></table>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note: If your tenant has not been previously setup to use the Azure AD Management console, you will go through a series of steps to get it initialized for first time use. </span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">After the Azure AD Management Console is launched, you should see your tenant listed.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Selecting a Tenant" height="90" src="https://lh3.googleusercontent.com/9MWLANcxUO-iNbe4r-jw1gtpmnw_ku7aq185Kh2zNoOW6snZCIZXcF3Mk_YqQF8_KxhYQYhWZ_vD2wjgb-hM-e7uv4ztXkS_VO-ZyBLcNfjs0CUts5X-ncqgoJDR2HIrqVekY9s" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management Console" width="400" /></span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on the tenant name to open it. </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Configure an Azure Application" height="206px;" src="https://lh5.googleusercontent.com/vf8u8YZFkMYsNRChYy-WCdB6kRyORDkmCQX4aY_TxQevujAUQJA_MsDjfTxw97i9WBxQuvxHVfumV1M8cR7YnM2QvoFq9pTFDfhz4KPnQqWkzkNCuR-up9f44uGgUpAX0FfIjnY" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Launching Azure AD Management Console" width="489px;" /></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Now click on the applications menu (1), choose </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ADD </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">red circle (2) at the bottom to add a new application.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Add a new application" height="155" src="https://lh5.googleusercontent.com/cYJRe9YMuVLrhZulPLnjvcgwhNFYsNLqqGM-6DiaZinGslLwBjZykIf3-gprUqMO0vzfYV8clm8QDstTY9fQbej9ijSBQYVz0OQnYjzehJQcsO2EhG4ZiUq-r0L0vypKuUV3XKc" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management Console" width="400" /></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">At present, itrezzo does not have an application in the gallery. Select “Add an application my organization is developing” as your on-premise application.</span></div>
<img alt="Add an Application my Organization is developing" height="155px;" src="https://lh6.googleusercontent.com/EG8OTAbLvGyI8Vw17HqvM2d_HPvXEvXfo3rvax9uCwUqsnxEsZycMNkOCbq6g0CjTE-fcGsiIIs-S3txA4HV-NEFOzhxQ7Ca2v9EO4Txw85gbgAgU6a2hGYtqNmF9cbBFG8eC30" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management Console" width="400px;" /><br />
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">A suggested name is shown below. Enter the application name and choose Native Application.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Choose Azure AD Native Application" height="195px;" src="https://lh3.googleusercontent.com/gTf2tVa9hiAu_9AEIomSWChPp62NwB5ev1Emo0DSvJZprvA2O2NRjM3A64j5V8hD5hEHM42ZVoG08pV5-rqdLftMYqdk-utd3pTueXE-mbqVPhR3lDIuVAt3RL29JCFD0t8m-3g" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management Console" width="366px;" /></span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">I suggest setting the application redirect URI to the internal URL of your <a href="http://www.itrezzo.com/Solutions/Unified-Contact-Manager.aspx" target="_blank">itrezzo UCM server.</a> This setting will not affect application performance but upon some future review of Azure UCM applications, it will document where the on-premise application resides.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Azure AD application redirect URL" height="131px;" src="https://lh4.googleusercontent.com/dHcgYENpWjiX96quXyB4yhazt3NbON9a1LwIvn1ebeoqi7hpvz-aiUircFxkQud_XfabME_MzF1uQtv3Y9rjxNKBHVsHQibFH81N7F_v78XPclsOwv5-FAmUIkIdzr6usNuIOOc" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Application URI" width="401px;" /></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You will see the following message upon completion. Click the CONFIGURE menu as shown by the red arrow.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Configure Active Directory access rights for the app" height="159px;" src="https://lh5.googleusercontent.com/X4w-ifq2rqcJlefbsz8J9FLHLpctA_ORNVoKXp6x-GPaQ47DMSbjhxDTDbHj_8u4--Et2zD-YE-ajig7B_WxgroBXuLqJLshs-Otu4DfXNZxgTTB6od-lBWGgEIC1xzFZs3QUuA" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management Console" width="542px;" /></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The application “itrezzo UCM azure AD connector” properties will open. There are two things to do on this page:</span></div>
<ol style="margin-bottom: 0pt; margin-top: 0pt;">
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: decimal; text-decoration: none; vertical-align: baseline;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Copy the CLIENT ID to the clipboard.</span></div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: decimal; text-decoration: none; vertical-align: baseline;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Configure Active Directory access rights for this app.</span></div>
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</ol>
<img alt="Obtaining the Azure AD application Client ID" height="215px;" src="https://lh4.googleusercontent.com/XLTSYLDDQ1XMP2PnNz7RYkwhv1VJyh3qsvHer7lLm9XJ4n9Pog8ZrVY2njCEK71e_nMUdksR2_DMf5YxGovTT1547aqZQj43vChi-U133bAgj-a6IzfwKVT1AewFjJcT7yYgWpY" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Management" width="399px;" /><br />
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">After saving the Client ID to the Clipboard, open and paste into Notepad. You will need this when you configure the on-premise application. </span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Scroll to the bottom of the page where the “permissions to other applications” is located (1).</span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Set Delegated Permissions as shown (2) so that the itrezzo UCM application can “Read Directory Data”, “Enable SSO” and “Access your organization’s directory”.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Setting App permissions Azure AD" height="253px;" src="https://lh5.googleusercontent.com/ujJS-czRvnCKqlHxDFdeUklI-D4KK03X9YVRvVTfJLwvMTPvAKi2DNxJ4IulEzfQvOCyvpaQ_343Y8ek02rs1Lio5sRX3rpa_DLqQDvHVaarob-lV9pIHH5MCeiONkRmGLgdlVY" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Setting App permissions Azure AD" width="478px;" /></span></div>
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<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 10pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">How to get the Tenant ID from the Azure Management Console URL</span></h2>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">It is likely that you will need one more piece of information when you configure the on-premise application. That information is called the Tenant ID.</span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The easiest way I know to get the tenant ID is from the end of URL when you are managing Azure AD. There is a 32 digit hex code after the </span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Directory</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> keyword. Copy it to the clipboard and paste it to the Notepad for use later.</span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="How to get the Tenant ID from the Azure Management Console URL" height="127px;" src="https://lh5.googleusercontent.com/F1XhkDOUh9H1RJSLP76LfjWmT4a4r7RjFrxyfhpeNf1y1BfsEM9DG1-7kWldfVKS8DJ4SJy06wylveHUAEL-W2zErmpeIhh2CgC_begeLr2HxLPSaz-k9DhUqYkPeMRiKHz6rSA" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Azure AD Office 365 Tenant ID" width="548px;" /></span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note: When you setup Graph API access, the login credentials for a Tenant Admin should be used. </span></div>
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<span style="font-family: "arial";"><span style="font-size: 14.6666660308838px; line-height: 18.3999996185303px; white-space: pre-wrap;">I also suggest reading the companion post titled: <a href="http://blog.itrezzo.com/2015/07/Sync-Office365-GAL-Outlook.html" target="_blank">Sync Office 365 GAL to Outlook</a>.</span></span></div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 South Bascom Avenue, Campbell, CA 95008, USA37.282725 -121.9322650000000311.797183999999998 -163.24085900000003 62.768266 -80.62367100000003tag:blogger.com,1999:blog-6427774035315392887.post-40581983483662069982015-04-01T21:51:00.001-07:002015-11-22T06:33:06.624-08:00Why should we migrate Exchange Server mailboxes to Office 365<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vern Weitzman</span></div>
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<h2 dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 10pt; text-align: left;">
<span style="background-color: transparent; color: black; font-family: "trebuchet ms"; font-size: 21.333333333333332px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Is it worth migrating corporate email to the cloud?</span></h2>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In the last year, I have peered into the Exchange </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Messaging</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> infrastructure at about 100 different companies. These organizations range in size from 20 </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">users</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">, all the way up to 20,000 </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">users</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. </span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 14.666666666666666px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Three reasons to migrate Exchange Server mailboxes to Office 365" height="183px;" src="https://lh4.googleusercontent.com/5Mh7mojfV73xo40Bs_g7QdGWioyBfEz39JNrYhMmMPBDnFry1gKHCkzHB5tDNuYxXtMOVsSDarZ_dhQ2NftjS76gejnWBYwNFsspdP9rnmwUmUyNSfrWhSd-WDwS0Ip23qpmLJU" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Three reasons to migrate Exchange Server mailboxes to Office 365" width="375px;" /></span></div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Many of these organizations have migrated Exchange </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Server</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> mailboxes to Office 365 without losing control of their own </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">messaging</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> infrastructure. </span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">This post focuses on three typical business situations. After migrating </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">users</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> to the cloud, Exchange </span><span style="background-color: white; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Service</span><span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> levels have risen while capital and operating costs have dropped.</span></div>
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<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Read the full post on LinkedIn:<a href="https://www.linkedin.com/pulse/three-practical-reasons-migrate-mailboxes-office-365-vern-weitzman">Three practical reasons to migrate mailboxes to Office 365</a>.</span></div>Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 South Bascom Avenue, Campbell, CA 95008, USA37.282725 -121.9322650000000311.797175499999998 -163.24085900000003 62.768274500000004 -80.62367100000003tag:blogger.com,1999:blog-6427774035315392887.post-32688885980909554772015-03-03T18:41:00.000-08:002019-06-27T01:27:37.794-07:00How to Sync Outlook Public Folder Calendars to iPhone and Android<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vernon Weitzman</span>
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<h2>
Sync Outlook Calendars to a group of iPhone Users
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If you want to sync a calendar to Outlook users so they can view it on their iPhone, this blog post will give you step by step instructions on how to set that up.<br />
<div>
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If your company has desktop users opening shared calendars on Exchange Server, you may have already gotten a request to be able to access these folders on an iPhone or Android. If you are an Office 365 user, <a href="https://cirasync.com/support/public-folder-sync/create-share-public-folder-calendar-outlook/" target="_blank">check out the CiraSync solution</a> to learn how to sync an Outlook Public Folder in about a minute!<br />
<br />
A shared calendar is usually found in a Public Folder, or a shared mailbox. Hundreds of desktop users may have access to view the calendar. Unfortunately this capability is not readily available to smartphone users.<br />
<br />
Solutions exist in the app store but they might require significant help desk support to install and configure the app on hundreds of smartphones. In a another blog post, I covered <a href="http://blog.itrezzo.com/2013/09/how-to-sync-public-folder-contacts-to.html">how to sync public contact folders to to dozens, or hundreds of smartphone users</a>. The process for syncing a calendar is even simpler.<br />
<br />
<h3>
Why Sync Shared Calendars to Outlook?
</h3>
The most common use case is to share a company calendar that is stored in a public folder. The folder would have company holidays and other events that company staff should be aware of. Other events include major product shipments, releases, closing of financial periods, or a plant shutdown.<br />
<br />
We have some specific customers in the construction industry that have an interest in this capability. When they win gazillion dollar projects to build a large office building, or a data center, their livelihood depends on flawless project management.<br />
<br />
Although it’s just a small piece of their collaboration suite, these customers can now insure that their entire team in the field will have up-to-date access to the project milestones and customer progress checks.<br />
<br />
</div>
<h3>
Setting up a Shared Calendar
</h3>
<div>
Launch the itrezzo Web Administrator and expand the top level container called <a href="https://www.itrezzo.com/Solutions/UnifiedContactManager.aspx">Unified Contact Manager</a>.<br />
<br />
Right Click on Calendar Distribution Lists.<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="Outlook calendar distribution list" height="230" src="https://lh5.googleusercontent.com/gaDd9cu9DidvetydhGT6dX50L58Z9SknslhtikDRwDePMUiC8q1qZ5hZfmnnWILrS7HTOMRRYS60npnRaVMFeYQzRRWo49oBtWVVj9coDFdLL1vqZ3w_fv1_K_1fvRDQDHRwnLw" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="Outlook calendar distribution list" width="400" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">How to add the Outlook Public Folder Calendar</span></td></tr>
</tbody>
</table>
Choose Create Calendar and a cascading menu will appear.<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="This is where you define the outlook sync public folder location" height="57px;" src="https://lh4.googleusercontent.com/3gFVGM8wUDGT5kwZj7apfcRx0JZ6OyMT5CJno3n_8f0ZM-dlmwYCh33IY4FYYtsE-Q8JO_eUJc3OdTIjQHxCCsz7ypVbHczSx9gKzOGN33rhM_VkRoVSmXxwQmhptJ_YeEpT3yc" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="This is where you define the outlook sync public folder location" width="374px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Choose Public Folder or Private Contact Folder</span></td></tr>
</tbody>
</table>
For the example shown below, we have selected a Public Folder as the source.<br />
<div class="separator" style="clear: both; text-align: center;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 17px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Public Folder selector for iPhone synce" height="171px;" src="https://lh5.googleusercontent.com/AEPfGd8g3Mib2h1RevqT4L2C_2kVnOR9ALi1jYTVGr9pIXG6ZvmpAAyLZum7r5xYQsbDLTltPbj1H7sEhkp1_4ONjMsgYToPJLIrW5LxT70Ca0mpVVSrq8pAtbcVGm2ze41cs2E" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Public Folder selector for iPhone synce" width="297px;" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
</div>
<br />
<br />
The IDU public folder calendar has eight appointments.<br />
<br />
After this folder selector dialog is saved, note that the selected folder appears near red circle #3 in the snapshot below.<br />
<div class="separator" style="clear: both; text-align: center;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 17px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Details of iPhone Public Folder Calendar Source" height="376px;" src="https://lh6.googleusercontent.com/uCXSlwP79ZEQ3pmbSLUlJqytJ3PV1Gy5xcdNhVuVr7BreurDzhmggl0t0GejclxKdVYhfj6Q3623SWCd4c6LE5ecoYl3y2BsN1ydZG3jtRKVzFuKTlsJmzgRTDHU8jmC4ansknA" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Details of iPhone Public Folder Calendar Source" width="371px;" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
</div>
<b style="font-weight: normal;"><br /></b>
<br />
If you are just starting out, we recommend that you sync a calendar six months in the future (red circle #1) and also retain the prior two months (red circle #2) of appointments.<br />
<br />
</div>
<h3>
Defining the Calendar Target Criteria
</h3>
<div>
The “Targets” of a Calendar Distribution List are the users who will receive a synched copy of the shared calendar. The targets can be any of the following:<br />
<ul>
<li>A specific list of users selected from the GAL </li>
<li>A Distribution Group from the GAL </li>
<li>An itrezzo Contact Collection</li>
</ul>
In a previous blog post, I explained that <a href="http://blog.itrezzo.com/2014/06/sync-smartphone-contact-collections.html">itrezzo Contact Collections</a> allow you to leverage existing groups, OU’s (Organizational Units), Dynamic DL’s and define exclusions when the groups have unwanted members.<br />
<br />
The list of Targets is shown in the screen snapshot below at red circle #3. If you are testing this out for the first time, I recommend that you pick yourself, or a test mailbox as the sole target.<br />
<br />
In the screen snapshot shown below, near red circle #1, there is a dropdown list to choose where the calendar is synced in the target users mailbox.<br />
<div class="separator" style="clear: both; text-align: center;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 17px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Select Outlook users target folder or sub-folder " height="379px;" src="https://lh4.googleusercontent.com/DHU87AAN9DdWkA6cRV2q4GlLiCA6A9xp2MBOTycoUc7jh-Nr4rfFrQLblX8WIjClMChuO0iSgzJ7iWtUcYB4PQqaQETrSSVjHl3QM3hi931UiLQ730JH1i2AzkAe3G4oftmRsGY" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Select Outlook users target folder or sub-folder " width="373px;" /></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
</div>
<br />
If you choose the sub folder for your synced calendar, you must name the subfolder (red circle #2) that will be created beneath the default calendar folder. This name will appear both on the Outlook Desktop client as well as on an iPhone Calendar.<br />
<br />
<h3>
Run the Unified Contact Manager (UCM) on Demand
</h3>
</div>
<div>
Now that we have established the CDL (Calendar Distribution List), it will run automatically after UCM logs on to a mailbox to update contacts. To validate the CDL just created, we will select the target user in the “User Statistics Container” and “Run UCM” on this user.<br />
<br />
<h3>
Validating the Public Folder Calendar Sync to Outlook and the iPhone
</h3>
</div>
<div>
Outlook is the first where we will check to see that the “Dev Team” calendar was created. The best way to do this is with the “Folder List” view in Outlook. At the bottom of the Outlook navigation bar, we simply click on the folder icon as shown by the green arrow.
</div>
<div>
<br />
Now we can navigate to the Calendar and expand it to see subfolders.<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="Outlook Sub folder and Folder List view" height="255px;" src="https://lh6.googleusercontent.com/EnWYOR598pZF4qHo1935m4rTGRJ7eUx1JjXNzflKiLIHDYU8Q4xw5a5I-zC_72P0-MpDx87mveLKXNBAUdE9J37GEtt7JLn0ciTitUr-qz8nKPkMmS6RmGeQP1nc_ADYytcPYk4" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="Outlook Sub folder and Folder List view" width="229px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Outlook Desktop Folder List View</span></td></tr>
</tbody>
</table>
<br />
<br />
We can clearly see the Dev Team folder, select it and see the contents (not shown here).<br />
<br />
Now we will switch to the iPhone for this user mailbox. If we open the Calendar app, we see an option (Circled in red) at the bottom to display a list of the synced calendars.<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="iPhone Calendar Outlook Sync" height="214px;" src="https://lh4.googleusercontent.com/IRoYPcVV2SA-W4kyPz4mBYPQ5e2TGKqL6_AGfxOLnM1LP-qIYmcHsbMVGH4563xKXpiuj8F_lBHuOi-FRPee_jZb_yoJyEDKdWw5ZoI8A3eA-gfnILRAI2wgvEHlWO8Oi72akH8" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="iPhone Calendar Outlook Sync" width="376px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">iPhone Calendar App - Show Available Calendars</span></td></tr>
</tbody>
</table>
Choose the Calendars option and the screen below appears and we see a calendar called “Dev Team” with an orange dot preceding it. From this screen we can choose which calendars will be displayed in the default calendar.<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="Outlook public folder synced to iphone" height="226px;" src="https://lh5.googleusercontent.com/vz8GZodvRr17nEsWxPlAO9hrF4pg_OPiwCmZRr_AeAhW9kh0zIgSvOZqDjE5y5Jo1K9Jep1KDHezmRY4suLXmZwld5BmY1KIUVnBzr4QNCQKzU2FydLjc3rYHd7G7zFJ4Ptxjec" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="Outlook public folder synced to iphone" width="277px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Public Folder that Synced to iPhone</span></td></tr>
</tbody>
</table>
If we leave all calendars checked and return to the calendar view, we can see that the Dev Team appointment below has an orange bar preceding it.<b style="font-weight: normal;"><br /></b>
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="iphone appointments synced from exchange public folder" height="400px;" src="https://lh3.googleusercontent.com/CcABypr6hEHv6q776E2NvAg-P5e78Z8jxQkGiNPUzUdQWreo0mGo5ZJ6-Uu6LUcByxgxFmZRhxTbKr50SQUM3ZFBtesidLDIxjkimLeu1Kn67pAl3tnh-VYnVPdkZNPtPlCSefI" style="-webkit-transform: rotate(0rad); border: none; margin-left: auto; margin-right: auto; transform: rotate(0rad);" title="iphone appointments synced from exchange public folder" width="284px;" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;">iPhone appointments synced from Exchange Public Folder</span></td></tr>
</tbody>
</table>
<div class="separator" style="clear: both; text-align: center;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 17px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"></span>
</div>
<div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
</div>
Some additional things we can test:
</div>
<div>
<ul>
<li>Add an appointment - does it get added to target users ?</li>
<li>Delete an Appointment - does the appointment get removed from the target calendar? </li>
<li>Change the time of an appointment - target user appointment must mirror the source<span style="font-family: "arial";"><span style="font-size: 17px; line-height: 1.38; white-space: pre-wrap;">.</span></span></li>
</ul>
</div>
<div>
After we have tested the calendar sync to one Outlook user and their smartphone, we can now expand the list. The Target user list can include a single department, or a collection which spans the entire organization.<br />
<br />
<h3>
Which Exchange Server versions can we iPhone Calendar Sync?
</h3>
Yes, this solution will work with to sync calendars to iPhone users on Office 365. Here is the complete list of Supported Exchange Server versions:<br />
<ul>
<span style="font-family: "arial" , "helvetica" , sans-serif;"> </span>
<li>Office 365 </li>
<li>Exchange Server 2003 </li>
<li>Exchange Server 2007 </li>
<li>Exchange Server 2010 </li>
<li>Exchange Server 2013</li>
</ul>
<ul><span style="font-family: "arial" , "helvetica" , sans-serif;"> </span></ul>
<h3></h3>
<h3>
How much does Outlook to iPhone Calendar Sync Cost?
</h3>
</div>
<div>
The cost for this cool feature ranges anywhere from mostly free, to completely free.<br />
<br />
If you are already an itrezzo customer, your current user licenses will allow calendar sync functionality. If you are not a customer, you can get five free user licenses which will allow both contact and calendar sync.<br />
<br />
If you would like to self install, we would recommend this blog post to get an <a href="http://blog.itrezzo.com/2014/09/configure-IIS-unified-contact-admin.html">application server setup on Windows 2012</a>.<br />
<br />
We are planning to release a 10 user free calendar sync package. If you are in hurry, please fill out the <a href="https://www.itrezzo.com/ContactMeSyncGAL2smartphone.aspx?ad=blog">itrezzo contact form</a>.
</div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 South Bascom Avenue, Campbell, CA 95008, USA37.282725 -121.9322650000000311.6846575 -163.41664000000003 62.8807925 -80.447890000000029tag:blogger.com,1999:blog-6427774035315392887.post-22027285003175055152014-12-15T16:09:00.002-08:002015-09-27T13:05:29.867-07:00How Does Unified Contact Management Affect the ROI of Daily Productivity <div dir="ltr" style="text-align: left;" trbidi="on">
A unified contact management solution is certain to produce a positive ROI on daily productivity for you business.<br />
<br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="http://2.bp.blogspot.com/-EvRgeVC5vi0/VI92uzil_BI/AAAAAAAAJ6g/13OGOxfDh5Q/s1600/Itrezzo16.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img alt="Unified Contact Manager" border="0" height="320" src="http://2.bp.blogspot.com/-EvRgeVC5vi0/VI92uzil_BI/AAAAAAAAJ6g/13OGOxfDh5Q/s1600/Itrezzo16.jpg" title="Unified Contact Manager" width="278" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Breakdown in Contact Management</td></tr>
</tbody></table>
JFK once said,<br />
<blockquote class="tr_bq">
"The time to repair the roof is when the sun is shining."</blockquote>
<h3 style="text-align: left;">
After the Crises is a Mistake </h3>
Too often companies think about problems AFTER the fact. This is a mistake.<br />
<a name='more'></a><br />
<br />
Having a unified contact management solution in place is a preemptive measure. When a disaster strikes, your managers will be ready to reach out to those in their departments.<br />
<h3 style="text-align: left;">
A UCM Makes Good Sense</h3>
Having a unified contact management solution in place also makes good business sense.<br />
<br />
You may be interested in: <a href="http://contact-outlook.itrezzo.com/2014/05/Global-Address-List-iPhone-Search-vs-Sync.html" target="_blank">GAL to iPhone: Search vs Sync</a><br />
<br />
At itrezzo we have calculated that a comprehensive solution that works correctly, i.e. deploys quickly will on average deliver 1st-year payback within 3 months.<br />
<h3 style="text-align: left;">
3 Reasons to Implement a UCM</h3>
A correctly implemented <a href="http://itrezzo.com/">unified contact management system</a>:<br />
<ul style="text-align: left;">
<li>eliminates manual updates that lead to errors</li>
<li>enhances collaboration and business productivity</li>
<li>increases the chances of employees staying in touch with one another at critical times</li>
</ul>
<h3 style="text-align: left;">
Save Money</h3>
<div>
But, can your business save money?</div>
<div>
<br /></div>
<div>
Yes, it can. We estimate that over a 4 year period $30 or more is saved for each $1 invested.</div>
<div>
<br /></div>
<div>
In short, your employees, your managers, your executives, save time. And time is money.</div>
<div>
<br /></div>
<div>
Click to => <a href="http://itrezzo.com/VisitorInfoRequest.aspx">Contact us at itrezzo</a> and let us get you started on implementing an UCM and save you time and money.</div>
</div>
Unknownnoreply@blogger.com12255 South Bascom Avenue #100, Campbell, CA 95008, USA37.282725 -121.9322650000000311.797206 -163.24085900000003 62.768243999999996 -80.62367100000003tag:blogger.com,1999:blog-6427774035315392887.post-49057846090516075002014-10-30T15:11:00.000-07:002017-01-20T17:17:29.942-08:00Exchange Server 2013 MAPI profile Generator<h2 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="font-family: "trebuchet ms"; font-size: x-small; white-space: pre-wrap;">By Vern Weitzman</span></h2>
What do telephone books have in common with Exchange server MAPI applications? For starters, there won't be any extensive investment in either of these technologies. They will both be relics of the past and no one will miss them.<br />
<br />
Even though we are working diligently to support <a href="http://msdn.microsoft.com/en-us/library/office/dd877012(v=exchg.150).aspx">EWS</a> in our <a href="https://www.itrezzo.com/Solutions/UnifiedContactManager.aspx">contact management software</a>, we occasionally have a requirement for a stand alone MAPI profile when connecting to Exchange. However, Exchange 2013 radically changed the requirements for building a profile. Since Microsoft recommends against installing Outlook, and using it to run MAPI background services, that means we can’t use Outlook to create a profile.<br />
<br />
When you run the <a href="http://www.microsoft.com/en-us/download/details.aspx?id=42040">standalone MAPI/CDO component</a>, the documented <a href="http://blogs.msdn.com/b/dvespa/archive/2013/05/21/how-to-mfcmapi-create-mapi-profile-exchange-2013.aspx">procedure to build an Exchange 2013 profile</a> is not user friendly. You need to be proficient with <a href="http://mfcmapi.codeplex.com/">MFCMAPI</a> and very meticulous with a hex editor. After several attempts at this process, profanity is commonly expressed.<br />
<br />
I had the pleasure of creating an Exchange 2013 Server profile for many server installations and it was obvious that we should never ask a customer to do this procedure. For my own sanity, I tasked one of our engineers to create an app to automate Exchange 2013 profile generation. <a href="http://support1.itrezzo.com/updates/server/Utility/MAPI/iAProfGen.zip">You can download the itrezzo MAPI generator here</a>. The download is just a zip file. Extract the contents into a subfolder and run <b>iaProfGen.EXE</b>.<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Run on iaProfGen" height="66" src="https://lh6.googleusercontent.com/Eylk3BCXllH6bqfge34nS2_Iq83u8nqhKgfiiMf3dk4sO5jmEZUleKI3YjOemxpH4_azqpufKxqLn0DTdK4E3hrtITbN6U4n_t-bC7m_IXH9X_S13awvNJe0rYFR2AZ0BQ" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Run on iaProfGen" width="400" /></span></div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="margin-bottom: 0pt; margin-top: 0pt;">
<b>Note: </b>If you are setting up a MAPI application to run as a Windows Service, be sure to logon as the service account since the MAPI profile has to be accessible in HKEY_CURRENT_USER.<br />
<br /></div>
Run <b>iaProfGen</b> ( double click or open the application ) and this window will appear.<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="itrezzo MAPI profile generator" height="351px;" src="https://lh5.googleusercontent.com/l89KTYDnXyedd24aqbiVSM5n_AFFtiC_ZaImi5jrkmklDxFhEut2NHWBcSVffxvSQN6VUMu4EMC3w0AC3YF1-WFvayQslraApqpe6A7UkqobR56U2tP8XZdtUootWzO3IQ" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="itrezzo MAPI profile generator" width="549px;" /></span></div>
<ol>
<li>Select <b>Exchange 201</b>3 as shown above </li>
<li>Be certain that the identity is the owner of the service account mailbox </li>
<li>Name the profile </li>
<li>Click the <b>Discover</b> button</li>
</ol>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="MAPI profile generator" height="500px;" src="https://lh4.googleusercontent.com/ti8QZCLOBCUDj-cGJZ5LzwZ6dylH8YscjLIqaAPiR_Q61_W36dSrNI_dI_mA5x9PgKE-H6YIoxeknzH5qSKUjT5B-CNfDw2VaSDzhH_PLdc8G2NGU-1Yd9SvA4uM9Gi4Hw" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="MAPI profile generator" width="550px;" /></span></div>
<b style="font-weight: normal;"><br /></b>
<br />
<ol>
<li>Note that the unique server identifier for the Exchange Server is automatically filled in </li>
<li>If your environment supports AutoDiscover, the RPC proxy server or CAS will be filled in. If it is empty after AutoDiscover, you have to enter this manually. </li>
<li>Hit the <b>configure button</b> to create the MAPI profile</li>
</ol>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Exchange Server MAPI profile generator" height="372px;" src="https://lh6.googleusercontent.com/fklTLAEjZDiQEoTUSBqWyUoUXSoBTfxBJDMHNlDZ-0awXgiYlJrfMmdM09PLZSMFKQNszkgzJoojPSYu0YRW6oBYurdZp4IOVa3MSZMzMOUDC6jwx1mRBr5kjKjcd4vIvg" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="Exchange Server MAPI profile generator" width="551px;" /></span></div>
<br />
Watch the log window to insure that the profile was created successfully.<br />
<div>
<br />
Now hit the Test button to insure that the profile works.<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: "arial"; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="test MAPI profile generator" height="180px;" src="https://lh3.googleusercontent.com/wGi7yOVCBlfwpnvUioi_nbToXcBVFGoURB9ZgDYWzCflDWcDoqZhTMfHDRA3FOW7J5zxFM53tqzrXJ6wG3pCQ2ZQWPhqffCx1QT_XTdsGS4V5_uLlZNgwjQNvfKj0lhlew" style="-webkit-transform: rotate(0.00rad); border: none; transform: rotate(0.00rad);" title="test MAPI profile generator" width="553px;" /></span></div>
<b style="font-weight: normal;"><br /></b>
<br />
All constructive feedback is welcome in the comments below and feel free to learn more about <a href="https://www.itrezzo.com/">itrezzo contact management solutions</a>.</div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 S Bascom Avenue, Campbell, CA 9500837.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002tag:blogger.com,1999:blog-6427774035315392887.post-73572266520474979152014-09-15T14:29:00.031-07:002022-08-19T04:09:09.425-07:00Configuring Unified Contact Management on Windows 2012 or later<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="font-family: Arial; font-size: 15px; font-weight: normal; line-height: 1.15; white-space: pre-wrap;">By Vern Weitzman</span></h1>
<b id="docs-internal-guid-17f3f7f9-77b5-6b52-a4e3-a41a0f91d31f" style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="margin-bottom: 0pt; margin-top: 0pt;"><div style="line-height: 1.15;">
<br /></div>
<b>Note</b> that only the English Language version of the server OS is supported at this time.</div>
<b style="font-weight: normal;"><br /></b>
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<h3>
<span style="font-family: 'Trebuchet MS'; font-size: 17px; font-weight: bold; line-height: 1.15; white-space: pre-wrap;">I. Internet Information Server (IIS) Setup</span></h3>
<ol start="2" style="margin-bottom: 0pt; margin-top: 0pt;">
</ol>
The itrezzo ECO Platform supports the following components: <br /><ul>
<li>itrezzo Administrator </li>
<li>Self Service Update </li>
<li>Employee Contact Portal </li>
<li>Data Dictionary </li>
<li>The Unified Contact Manager </li>
<li>The Watchdog Service</li>
</ul>
Self Service Update and Employee Contact Portal directly interface with IIS to allow web browser-based administration and user functions. <br /><br />The procedure below assumes that your Windows 2012 server or later does not have any Web components installed. You will need to adapt the instructions if you already have some IIS components installed.<br /><br />Here is the step-by-step IIS Web Configuration for the itrezzo <a href="http://www.itrezzo.com/Solutions/Unified-Contact-Manager.aspx">Unified Contact Management</a> setup on Windows 2012 Server or later.<b style="font-weight: normal;"><br /></b>
<br />
<ol style="margin-bottom: 0pt; margin-top: 0pt;">
<li style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;">Check ASP.Net 4.5<img alt="IIS Web Configuration for the itrezzo" height="311px;" src="https://lh6.googleusercontent.com/tpVSQ7krwPT8L5qPh-27hN0EpQFcUGTz99dPrpkkFniyqmnd5trG3HHcnMQQIdKviL_NPT7rgZXXcJEL0eRwbpP21Kd-IRnhZEMm-AminTBCvZZ1DlHb7SZgTs-bi2Vrgw" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Application Development on IIS" width="438px;" /></li>
<li>Open the Server Manager. Select the <b>Manage </b>menu. </li>
<li><b>Add Roles and Features</b> Wizard and select the local server<img alt="Windows 2012 Server Manager" height="125px;" src="https://lh5.googleusercontent.com/CDCQe6f9zxRdqduL6rwio3dhPPyASMvPBq7l3-TnknG1U-5AF2jQk4EdDzeoWMhqzblooPfdSMn7S2eabVEsGfY8gupWRIRzdtOPcg8W2a50UAQT2l9rZ3AUvo3JyXUJ9g" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Windows 2012 Server Manager" width="559px;" /></li>
<li>If not already checked, add the Web Server<img alt="Web Server Configuration" height="248px;" src="https://lh4.googleusercontent.com/cHFBvWd6-ZScs3ZfzlDH3HAnOl4A2vYw3tIqVDd0yXybmWFvnhTnPJLiTAOXEwhpeCOZ3_M1-TN3XPlKCLReXj-hpYMdKkQ-Mwj_u9sxnPKr4TOdbosLyYCX8CrcwHJCrQ" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="IIS 2012 Web Server Configuration" width="425px;" /></li>
<li>A pop up will appear that indicates the IIS Management Tools will also be installed. Click <i>Add Features</i>. </li>
<li>Choose the <b>Next </b>Button to navigate to Features. </li>
<li>Scroll to .Net Framework 4.5 Features </li>
<li>Check ASP.Net 4.5 </li>
<li>Check WCF Services and a popup will occur. Click <i>Add Feature</i>s. </li>
<li>Check HTTP Activation<img alt="IIS Web Configuration for the itrezzo Contact Management" height="333px;" src="https://lh3.googleusercontent.com/P8xzNamVbUJBbGoo909CaU3c08eKT-uOvWO6HQZjtDaIgz-Q8_XJWPx30_SdmLL3GK4dZLMGxAcXuaVpEju4gELQnNqXzxg6uEIArXhjGOSvOQTEA0yIUwkjkq3lYzs3vQ" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Adding Roles and Features" width="467px;" /></li>
<li>Click Next </li>
<li>Scroll down to Application Development and expand that node </li>
<li>Click <b>Next </b>(twice) to Start the <i>Web Server Role Service</i>s </li>
<li>On <i>Role Service</i>s, expand the Web server </li>
<li>Under Security, check <i>Windows Authentication</i><img alt="Configure Windows Authentication" height="333px;" src="https://lh4.googleusercontent.com/p3Uyb7uCbLTFKg0PNa8mJS2gfmQ1c9WIxDW-yCziE0ZlhbKTKSh8HkwplP-bRn4HC6cb5CDYWoLbbOy_u5E3pFQisJzFJizgYLuT7UMG9AmLkFcJ_0xvEQx6ZnEjy88Dpg" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="IIS Web Configuration" width="469px;" /></li>
<li>Under Application Development, check ASP.NET 4.5<img alt="ASP .NET 4.5 itrezzo" height="321px;" src="https://lh4.googleusercontent.com/yXUZk8mv-Xdw2LMWXxF_GlgDeqoXsgwagPJjqhNgos3UXP0HG7szogRM5eCjaVqkW5Bv22Nfr1W5jQF1TC1yyuo9RYkcXrPETqKYjrQvODFDdul2KRkqecynjDc5ET2pJQ" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="ASP .NET 4.5 itrezzo contact management" width="451px;" /></li>
<li>Click Next</li>
</ol>
<br />This is a summary of the expected additions to roles and services. <ol style="margin-bottom: 0pt; margin-top: 0pt;">
</ol>
<div>
<ol style="margin-bottom: 0pt; margin-top: 0pt;">
</ol>
<div dir="ltr" style="margin-bottom: 0pt; margin-top: 0pt;">
<div class="separator" style="clear: both; line-height: 1.15; text-align: center;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="IIS Web Configuration for GAL Sync" height="271px;" src="https://lh6.googleusercontent.com/bOqt7tUklu2TAReynYqiwmYUQcykN1CNuSrhQUnvdS6quVzCgAIRhA4-dQ9-jR4HVVvhghNhV1TpRI2KcP2aSPqNEi1owZasjb4MHPXpOKdcj0zkTBxG0ws6l3kuzBKKBg" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="IIS Web Configuration for GAL Sync" width="384px;" /></span></div>
<div style="line-height: 1.15;">
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<div style="line-height: 1.15;">
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Click the Install button. You can close this wizard and installation will still take place in the Background.</div>
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Here is a more complete summary of the expected roles and services that must be installed.</div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt; text-align: center;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="IIS Web Configuration Summary" height="496px;" src="https://lh4.googleusercontent.com/95Y2dfVDpJrcqSsQ-yfGiHgugTL6nTr34HSkdgiI5ajj-SOx53ylKqd4hb0SFcT1X_5JBaA22ZNGZDRZQqogDZwwS9Hy2atHdANIMTO5fAA5ijm8s_GZb75oGXH2ztzR-Q" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="IIS Web Configuration Summary" width="250px;" /></span></div>
<h3>
<b style="font-weight: normal;"><br /></b><span style="font-family: 'Trebuchet MS'; font-size: 17px; font-weight: bold; line-height: 1.15; white-space: pre-wrap;"> </span>III. Microsoft .Net Frameworks Setup </h3>
<br />
The ECO platform requires .NET Frameworks 4.8 or any higher version. <br /><br />You can find the latest .NET installer at this URL: <a href="http://www.microsoft.com/en-us/download/details.aspx?id=42642">https://dotnet.microsoft.com/en-us/download/dotnet-framework</a><br /><br />Please note that after the .NET Frameworks installation has been completed, it may take up to one hour for <a href="http://blogs.msdn.com/b/dotnet/archive/2013/08/06/wondering-why-mscorsvw-exe-has-high-cpu-usage-you-can-speed-it-up.aspx">optimization to run</a>. During that time, you will notice very high CPU activity. Microsoft has provided a <a href="http://aka.ms/DrainNGenQueue">script you can run on demand to force the optimization to happen more quickly</a>. You don’t need to wait for the optimization to complete. Proceed to the next step immediately.<ol start="4" style="margin-bottom: 0pt; margin-top: 0pt;">
<li dir="ltr" style="background-color: transparent; color: black; font-family: "Trebuchet MS"; font-size: 17px; font-style: normal; font-variant: normal; font-weight: bold; list-style-type: upper-roman; text-decoration: none; vertical-align: baseline;"><h3 style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 17px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Prior to running the Installer </span></h3>
</li>
</ol>
Also, you first make certain of these two requirements:<ul>
<li>Open the Computer Management MMC snap-in</li>
</ul>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt; text-align: center;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Use installer with itrezzo Unified Contact Manager" height="161px;" src="https://lh4.googleusercontent.com/wVu3e2hfTsX7VYXXx0R98LxnDwUDHHRG2NFZ6I_Go_tRVmKxqTlN0IH17hKGivrZrTezf-IUZDxn5rj_RkXAtpjZ8cgoEQS5V15BOnYANgafYlgwc8HBI4ZhH128BS4gJQ" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Use installer with itrezzo Unified Contact Manager" width="493px;" /></span></div>
<br /><ul>
<li>The itrezzo service account should explicitly be a member of the administrator's group on the local machine</li>
</ul>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt; text-align: center;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="itrezzo Admin properties on Windows 2012" height="235px;" src="https://lh6.googleusercontent.com/LUQwp_5XLP4ulYWEkvfj7QBG2t17Meqbw8Byyykph5ytaWdHmypARD8iJ6Zb50M_6xiQr16xMoTGi9aiBjCP_IYYyTt_FfC-qM0eW_iDwMNfZ21KFAZPuovin8PCSgE9EA" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="itrezzo Admin properties on Windows 2012" width="329px;" /></span></div>
<br /><ul>
<li>The service account must also have a “Logon as a service” right which can be set in the local security policy</li>
</ul>
<div dir="ltr" style="margin-bottom: 0pt; margin-top: 0pt;">
<div style="line-height: 1.15;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Windows 2012 Contact Manager" height="159px;" src="https://lh4.googleusercontent.com/JM8JnZn4GCI-LyzghV9VYvYHiz9Zw2FA1s1HsaoU3UjMb41eBkKjQz2jWgeBv3gUbpxp_7f5izxHYNZOaOQr4FIjkuh3s0gp2Y7zLpk548FvlL5NW0Ftwyo5MUI9MIo4sw" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="Unified Contact Manager on Windows 2012" width="540px;" /></span></div>
<div style="line-height: 1.15;">
<br /></div>
<div style="line-height: 1.15; text-align: left;">
<h3>
<span style="font-family: 'Trebuchet MS'; font-size: 17px; font-weight: bold; line-height: 17.7727px; text-align: start; white-space: pre-wrap;"><span face="Arial, Helvetica, sans-serif" style="font-size: small; line-height: 17.7727px;">V. Running the itrezzo Platform Installer </span></span></h3>
</div>
<div style="line-height: 1.15;">
<span style="font-family: 'Trebuchet MS'; font-size: 17px; font-weight: bold; line-height: 17.7727px; text-align: start; white-space: pre-wrap;"> </span></div>
You can find the itrezzoAgent installer at <a href="http://support1.itrezzo.com/updates/server">http://support1.itrezzo.com/updates/server</a>.<br /><br />We recommend that you download the installer to a local disk before running it. If you are unsure about which components to install, do not add any components to the default selection. If you are installing for Office 365 or Exchange 2013, remove the "Administrator" component at the top.<br /><br /><a href="http://2.bp.blogspot.com/-y9phA9QU4as/Va3FSaFuaHI/AAAAAAABaZo/UZP5Ctz2qy8/s1600/2015-07-20_21-00-49.jpg"><img border="0" src="http://2.bp.blogspot.com/-y9phA9QU4as/Va3FSaFuaHI/AAAAAAABaZo/UZP5Ctz2qy8/s320/2015-07-20_21-00-49.jpg" /></a><br /><br /><br />Always run the installer while logged in as the itrezzo Service Account. <br /><br />Proceed to configure the Unified Contact Manager to Sync contacts to Outlook: <a href="http://blog.itrezzo.com/p/steps-to-sync-gal-to-smartphone.html">http://blog.itrezzo.com/p/steps-to-sync-gal-to-smartphone.html</a> .</div>
</div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0tag:blogger.com,1999:blog-6427774035315392887.post-14085783313258732362014-08-08T10:05:00.001-07:002019-06-27T04:50:47.039-07:00Sync SalesForce to iPhone, Android and BlackBerry via Exchange Server Contacts<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vern Weitzman</span>
</div>
<b id="docs-internal-guid-4c1df42f-b47c-beb3-5482-ceb089383f25" style="font-weight: normal;"><br /></b>
<br />
<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Sync SalesForce Contacts to an iPhone and Increase Your Bottom Line</span>
</h1>
<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">How many times has someone on your sales team missed a client call because the right contact information wasn’t in his or her phone?</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you answered even once, it’s too often.</span><br />
<a name='more'></a>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Missed opportunities when your tools aren’t in sync</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Chances are you’re using a CRM tool such as SalesForce. SalesForce dominates the CRM landscape</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 9px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: super; white-space: pre-wrap;">1</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">, with 16% estimated share of the global market. </span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Are your sales teams are able to manage all that rich client data far easier on the go - just with the use of their smartphones?</span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The problem is that without continuous and automatic synchronization between that expensive CRM tool and the modern salesperson’s best friend - aka the smartphone - you get missed client calls, frustrated sales managers, and occasionally lost revenue.</span>
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<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Despite the fact that an estimated 250 million smartphones sync with Outlook on an Exchange server, only a tiny portion of those users are getting real-time contact updates from SalesForce or other CRM systems.</span>
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<b style="font-weight: normal;"><br /></b>
<br />
<div class="separator" style="clear: both; text-align: center;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Dont take a chance on Outlook Add-ins" height="146" src="https://lh5.googleusercontent.com/TwHu_Ww0XywBWP_LgF3iBVt0HAy2g5eGH-zfBgnW4gd3DiqtA0HOBI7fVmPaI3Fiyet5oHNbVrEcYjCF27a-8weCWENXrutsjTW_Xj1eU7raJNst04JCQDJuR5uYLDQh-g" style="-webkit-transform: rotate(0rad); border: none; transform: rotate(0rad);" title="SalesForce must sync with Exchange and Outlook Automatically" width="400" /></span>
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<b style="font-weight: normal;"><br /></b>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Stop trying to play 18 holes without a putter</span>
</div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You wouldn’t ask Tiger Woods to tee off at The Masters without all the clubs in his bag to get the job done. Why are you putting your salespeople on the line without having all the real time information they need in their back pockets?</span>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">This means implementing a full scale automation to </span><a href="http://itrezzo.com/" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">sync SalesForce to iPhones, Androids, and BlackBerries</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> directly from Microsoft Exchange and Outlook.</span>
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<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The benefits of using a server based solution such as this are:</span>
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<ul style="margin-bottom: 0pt; margin-top: 0pt;">
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">One server can sync contacts to hundreds of mailboxes</span>
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</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">No applications to run at the desktop or on a mobile device</span>
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</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Sync happens automatically, multiple times per day, insuring smartphones always have up to date information</span>
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</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">No user training required, updates are transparent </span>
</div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Utility of CRM tools and mobile devices soar with increased “in the field” usage of client data</span>
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</li>
</ul>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Don’t our smartphones already sync with Outlook?</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The answer is yes… </span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">… so, you’re probably wondering why your business isn’t taking advantage of all the benefits detailed above. </span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The why has to do with the fact that even though All Exchange and Outlook users have built-in contact sync (using Microsoft ActiveSync ) between Outlook and their smartphone, getting the most up to date contacts into Outlook requires another step.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">And, this crucial step has it’s own inherent problems depending on how your sales people tackle it.</span>
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<h2 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">1. Editing by Hand or Going Old School </span>
</h2>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Manually inputting and editing SalesForce contacts into Outlook has gone the way of fax machines, rotary phones and the 3 martini lunch. It’s out of date and unreliable. </span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Not only is it time consuming but the chance for errors increases with each person manipulating the data. Add in the mindless activity of editing contacts directly into an iPhone or Android device - and you’ve got the perfect recipe for typos.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">2. The Outlook Add-in approach</span>
</div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Ironically, many sales professionals rarely get to use Outlook on a conventional Windows desktop. They might sign on via Outlook Web Access, or from a laptop. If the sales team uses Mac OS/X, the Outlook Add-in strategy doesn’t work. In these scenarios, SalesForce contacts will be either missing or out of sync on their smartphones. </span>
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<h2 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 17px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">3. Automated approach: Synchronize SalesForce contacts to Outlook </span>
</h2>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The ideal situation involves an automated approach. If your company runs Microsoft Exchange Server and Outlook, you can sync SalesForce contacts to iPhones, Android, BlackBerry or any smartphone from a central server.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Directly update Microsoft Exchange mailboxes without the need of desktop or smartphone software. The bonus: it can be deployed to hundreds of users in a few hours - or thousands of users over a weekend.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">A real world example: The ROI of keeping your SalesForce contacts on smartphones updated in real time</span>
</div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Any incremental advantage you give your sales team can translate into new customers and increased sales. For many businesses, the real value-producing sales action occurs away from the desk.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Your salespeople are making deals in the car, in the airport, at home, in a meeting. </span>
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<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">How much can a sales tool cost and still be viable? Of course, the answer is, “It depends.” A typical sales prospect could end up delivering a cumulative value of $500 - or he or she might yield a million dollars. </span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Clearly, a tool that costs $500 but nets a few extra customers is worth the price of admission. If you have 30 sales people bringing in 100 million dollars of revenue, even a single-digit percentage gain can turn a mediocre quarter into a quota-smashing celebration.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Let’s look at typical situations involved in SalesForce-to-smartphone synchronization involving a company with 30 SalesForce users and a usage bill of a few thousand dollars.</span>
</div>
<b style="font-weight: normal;"><br /></b>
<br />
<ul style="margin-bottom: 0pt; margin-top: 0pt;">
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">There are 100,000 contacts in SalesForce and it doesn’t make sense to push this many contacts to every sales person.</span>
</div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Each salesperson needs unique contacts based on his or her ownership of a customer / prospect account. In other words, the sync solution needs to be capable of tracking which customers are linked to each salesperson. </span>
</div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Some of the sales people use a SalesForce iPhone app, but this approach requires end users to find and install the app, and it defies central administration and control. In real life, such apps have a low adoption rate. Many employees just prefer to stick with what they know. </span>
</div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Another 70 employees (that support the sales team) need occasional access to the SalesForce data. These users may be spread across customer service, field service and technical support. However, for these users it may be hard to justify tripling the monthly recurring price of CRM. Such users often end up using a shared SalesForce account, or get a CSV file which is rarely refreshed. </span>
</div>
</li>
<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Some users choose a Mac as their primary desktop client. The solution must work perfectly despite that the lack of OS X applications.</span>
</div>
</li>
</ul>
<b style="font-weight: normal;"><br /></b>
<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Without the ability to automatically update contacts from SalesForce to each smartphone in a fully customizable way, costs increase, productivity lags and sales opportunities get missed.</span>
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;">
<tbody>
<tr><td style="text-align: center;"><img alt="Let ActiveSync deliver the contacts to iPhone, Android and BlackBerry" height="84" src="https://lh5.googleusercontent.com/eIsYMe_rFI6CXhEuUI6cLaLRUcbFO5l0vaXy2Us-zd7y8dsYbFmQj5VQSvkTGidXDKnYfNPjNZt9hnnu2QY2FwdxnLu4fj7SccvwkChyD42Ci9ld2a5vYa8oQtCpvfuVrQ" style="border: none; margin-left: auto; margin-right: auto; " title="Sync SalesForce to Microsoft Exchange and Outlook" /></td></tr>
<tr><td class="tr-caption" style="text-align: center;">Sync SalesForce Contacts to iPhones, Android and Outlook</td></tr>
</tbody>
</table>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; margin-left: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"></span>
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<h2 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="font-family: 'Trebuchet MS'; font-size: 17px; line-height: 1.15; white-space: pre-wrap;">Sync Contacts from SalesForce using a Central Server</span>
</h2>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In our next installment, Part 2, we’ll explain the best practices to establish this sync process, how you can keep it all running smoothly from a simple administrator console, leverage Active Directory Groups and see how <a href="http://www.itrezzo.com/Solutions/SalesForce-Connector.aspx" target="_blank">the</a></span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><a href="http://www.itrezzo.com/Solutions/SalesForce-Connector.aspx" target="_blank"> itrezzo</a></span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><a href="http://www.itrezzo.com/Solutions/SalesForce-Connector.aspx" target="_blank"> solution automates the task of keeping precisely the right contact data on each smartphone</a>. </span>
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<div>
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><br /></span>
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you are an Office 365 user, learn how to automatically sync Salesforce contacts on <a href="https://cirasync.com/support/syncing-salesforce-contacts-cirasync/" target="_blank">CiraSync</a>!</span>
</div>
Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com02255 South Bascom Avenue, Campbell, CA 95008, USA37.282725 -121.9322650000000311.7971325 -163.24085900000003 62.768317499999995 -80.62367100000003tag:blogger.com,1999:blog-6427774035315392887.post-20556794066249150622014-06-18T03:44:00.000-07:002019-06-27T04:45:08.110-07:00Sync Smartphone Contacts using Collections<div dir="ltr" style="line-height: 1.15; margin-bottom: 4pt; margin-top: 18pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 32px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Optimize AD Groups for Contact Lists</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By Vernon Weitzman</span>
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<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 4pt; margin-top: 18pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Smartphones, Contact Collections and the Global Address List</span>
</h1>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">There are many elegant things about Active Directory. One thing that has always impressed me is the simplicity, reliability and scalability of AD Groups. When constructing groups, it is trivial to insert mailboxes, contacts or domain users as members of a group. We also have the flexibility to nest groups inside of groups. When we ultimately send an email to a distribution group, the expansion happens on the server and can recursively include dozens or even hundreds of groups and thousands of recipient objects.</span><br />
<a name='more'></a>
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<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 4pt; margin-top: 18pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Using AD Groups in Applications</span>
</h1>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">For the last decade, itrezzo has leveraged </span><a href="http://wiki.itrezzo.com/Distribution-Groups-In-Active-Directory-and-Exchange-Server.ashx" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">Active Directory Distribution Groups</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> to sync smartphone contacts. For example, AD Groups can be used to easily define Outlook contact lists. The contact lists determine which users receive the GAL or a subset of the Global Address List. The platform also uses groups for rights management, licensing, reporting and creating a custom view of the Employee Directory.</span>
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<b id="docs-internal-guid-3b962236-ad4f-13b5-3891-87e3a981c88e" style="font-weight: normal;"><br /></b>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">One of the common challenges is to find an existing group which appears to be perfect, but we can’t use it to sync a smartphone contact list. For example, the </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">All New York </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">group has 300 members, but there are 20 mailboxes for the training room, there are another five test mailboxes and five conference rooms. When pushing the </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">All New York</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> contacts to the CEO’s smartphone, we just don’t want him asking why we are cluttering his address book with training room and test mailboxes.</span>
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<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 4pt; margin-top: 18pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">itrezzo Contact Collections</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In this case, the </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">All New York </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">group was </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">almost</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> perfect. Along those lines, here are some other examples where AD objects are </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">almost</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> what we need for </span><a href="http://blog.itrezzo.com/2014/02/how-to-sync-gal-to-iphone-Android.html" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">smartphone contact management</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">:</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You want to use all OU’s in the GAL, except that if you display the entire GAL in the Employee Directory, you will have vendor contacts, conference rooms, test mailboxes, and student training mailboxes.</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You don't want all OU's ... just a few specific ones. </span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">There is a distribution group defining everyone on the sales team. The CEO is also a member of this group. You want to push a list with 500 reseller and partner contacts to everyone on the sales team. The CEO does not want these contacts.</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">In the normal scenario, someone else in the organization owns or manages the Distribution Groups and the OU’s and there is not an opportunity to modify these objects. </span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">One solution is to use a Collection object from the itrezzo ECO Web Administrator. An itrezzo Contact Collection allows you to leverage groups or OU’s that are close to what you need with a unique capability to add exclusions.</span>
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<span style="background-color: transparent; clear: left; color: black; float: left; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; margin-bottom: 1em; margin-right: 1em; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="ECO Platform Adding a contact collection" height="72" src="https://lh5.googleusercontent.com/Pioto0ETcIUxBG_6SJN3hymyrXPU9dChSiIkfyLEAt2zKuxm9L4bHygZ_wzcCyS3NyihojqTMwvOySIrx6oEE6RnUrUpSXinaROaUZ1FbkLC5qdJe5Y8666u2oMHKKu-zA" style="-webkit-transform: rotate(0rad); border: none;" title="ECO Platform Adding a contact collection" width="400" /></span>
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<span style="font-family: Arial; font-size: 15px; line-height: 1.15; white-space: pre-wrap;">You can create and maintain collections using the ECO Web Administrator. Using the ECO Navigation on the left, open the Data Dictionary and select Collections. Create a new collection by pressing the plus symbol on the toolbar in the top right corner of the contents window. The Collection dialog appears. </span><br />
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> </span>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="contact collection dialog with AD Contacts" height="108px;" src="https://lh4.googleusercontent.com/A4K2HovBHz9vu8Rpd53Moq4pgeRxUg6NfpvfyYH67ApHZK-n31X5orpmhJBlBltDXNsLVmn3dpJSKLl71NxqOJiotXI9chfNwsHWpqFrxtcwwUfMluEC0PGjdfAkDDbMQQ" style="-webkit-transform: rotate(0rad); border: none;" title="contact collection dialog with AD Contacts" width="416px;" /></span>
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<br />
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">First pick a name for the collection</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 9px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: super; white-space: pre-wrap;">1</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. Next, select the dropdown to choose the type of object you wish to add to the collection</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 9px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: super; white-space: pre-wrap;">2</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. Type a few characters in the search box</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 9px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: super; white-space: pre-wrap;">3</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> and move those objects to the inclusion list. Note that you can also nest collections and build compound collections.</span>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Steps to create a contact collection using the GAL" height="274px;" src="https://lh6.googleusercontent.com/gUeaffpNb3PoqvDo_Sz9yYVmwG6ncJ7qO178DwYR9dnn_A7FywxZcmqWXN_TzPj-M-gdvW9S5JNUmUBrmcDLaSX8030EuCRRe0tTT8NlpEj5Nbpvi3vXZAMPUGsNMjKWKA" style="-webkit-transform: rotate(0rad); border: none;" title="Steps to create a contact collection using the GAL" width="418px;" /></span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note that you can exclude any objects you don’t need or want in your collection. For example, if you see several unwanted mailboxes in the expansion, you can exclude Mailboxes, AD Contacts, AD Groups, and also exclusions. In this example, we have previously created a collection called </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Unwanted Mailboxes</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> and that entire collection is an exclusion list</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 9px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: super; white-space: pre-wrap;">5</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">. </span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Once the contact collection is saved, you can enumerate the members of the collection. The Members button will display a hierarchy and allow you expand and collapse any branch of the tree. Branches can be AD Distribution Groups, or other collections. </span>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><img alt="Expansion and display of a Collection" height="386px;" src="https://lh3.googleusercontent.com/gp1eYie0ESuVevUZ8I2DdEbiSdHsWv6zn7C1a3s6yi_Y8poKm-bmNJhqcklbq1k1holBhf7JZJe7U5cs-RhD2qFSGTDVpRGAb1ospOkBXp_5quuPTXBmTUzTNQAxe4ZNeg" style="-webkit-transform: rotate(0rad); border: none;" title="Expansion and display of a Collection" width="332px;" /></span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note that in the snapshot shown above, the </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">AOLTest6</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> mailbox has a line drawn through it. This visual indicator makes it easier analyze and configure collections.</span>
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<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Reusable Contact Collections</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Another benefit is that collections can be shared among numerous contact lists. For example, when several <a href="http://wiki.itrezzo.com/Mandatory-Contact-Lists.ashx">Mandatory Contact Lists</a> (</span><span style="background-color: transparent; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; vertical-align: baseline; white-space: pre-wrap;">MCL</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; vertical-align: baseline; white-space: pre-wrap;">)</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> or <a href="https://www.blogger.com/"><span id="goog_59487880"></span>Custom Contact Lists<span id="goog_59487881"></span></a> (</span><span style="background-color: transparent; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; vertical-align: baseline; white-space: pre-wrap;">CCL</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">) share common targets, it is repetitive to enumerate a set of targets for each list. Now when the targets change, only the collection need be modified. Here are some examples of the way that ECO Contact Collections can be used:</span>
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<b style="font-weight: normal;"><br /></b>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">As the source, or the target of a contact list. Create several Mandatory Contact Lists without creating redundant source or targets. </span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">ECO administrative rights can use collections.</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">The ECO Scheduler can use collections as way to define tasks for specific users.</span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Employee Contact Portal view can use collections. For example, you need a </span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">filtered GAL</span><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> to display an Employee Directory that is free of unwanted mailboxes and contacts. </span>
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<li dir="ltr" style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; list-style-type: disc; text-decoration: none; vertical-align: baseline;">
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Self Service Update can leverage collections to determine which users get reminder messages.</span>
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<h1 dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 10pt;">
<span style="background-color: transparent; color: black; font-family: 'Trebuchet MS'; font-size: 21px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Future Collections</span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Much like query based distribution groups, contact collections will eventually be extended to allow an LDAP query to define the members. A SQL Table with a list of SMTP addresses might also data-drive a contact collection. These two mechanisms can deliver even greater flexibility in order to <a href="http://www.itrezzo.com/Solutions/Unified-Contact-Manager.aspx">sync smartphone contacts</a>. </span>
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<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Collections could ultimately be wired to create and maintain new AD Distribution Groups. This would allow the creation of special groups that leverage exclusions and allow a greater degree of automation in the maintenance of groups.</span>
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<span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you are an Office 365 user, check out </span><a href="https://cirasync.com/support/global-address-list/creating-collections-dynamic-distribution-groups/" style="text-decoration: none;"><span style="background-color: transparent; color: #1155cc; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;">Creating Contact Collections from Office 365 Dynamic Distribution Groups</span></a><span style="background-color: transparent; color: black; font-family: Arial; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> on CiraSync, a secure Azure-based SaaS platform.</span>
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Vern Weitzmanhttp://www.blogger.com/profile/16116152155036515708noreply@blogger.com0Campbell, CA 95008, USA37.2770029 -121.9529992000000237.2264654 -122.03368020000002 37.3275404 -121.87231820000002