Monday, October 5, 2020

itrezzo Unified Contact Management Release Notes - All Versions

By Harpreet Singh Wasu

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.

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.

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 link to check the latest version available for download and upgrade.


Release Date - 10/05/2020 - Release for download.

  • Fixed issue where CSV sources would not work with system field mapping. 
  • Fixed issue where UCM would behave as if the Include Hidden Mailboxes were off and would  push hidden Distribution Lists during a sync task.
  • Fixed error that may occur when UCM would read CSV files.


Release Date - 09/10/2020 - Release for download.

  • Fixed issue when creating new CDL in itrezzo Web Admin. 


Release Date - 09/04/2020 - Release for download.

  • Added the ability to move mandatory contacts instead of re-creating mandatory contacts. 
  • itrezzo UCM now ignores Domain Control options. 
  • Added option to use "ODN instead of SMTP" in Email1 field of mandatory contacts.


Release Date - 08/25/2020 - Release for download.

  • Minor fix to GC Update whem sourced from Mandatory Contact Lists. 
  • Wildcard Filter is no longer visible if it is defined during the custom task EnforceDeletionMandatory.
  • Fixed issue where the Global Config - Exchange Logon would hang when the service mailbox could not be found by email.
  • Fixed service startup failure which would occur if a license pack decryption error occured.  
  • ECO shows grid of contact/calendar sources even if name contains symbols - #&+.


Release Date - 08/13/2020 - Release for download.

  • Folder names can now be manually set for deleted contacts during enforced deletion tasks and obsolete contact cleanups. 
  • Folder names can now be manually set from which contacts will be restored during contact restoration tasks.
  • Improved work speed of the itrezzo Web Admin. 
  • Circuit Breaker will now activate during Mandatory Contact Updates if there is a problem witch caching the ACS. 
  • Added logging for standalone Admin app.
  • Fixed issue where MCLs would hang after ACS AD updates. 


Release Date - 08/04/2020 - Release for download.

  • DDCs, Contact Collections, and Calendar Distribution Lists can now be exported to the cloud. 
  • Configuration cache is now updated by itrezzo UCM. 
  • GAL Office 365/Graph API settings are now read only.
  • ECO now shows correct date for perpetual licenses. 


Release Date - 07/22/2020 - Release for download.

  • Hot fix: Fixed error in Mailbox Viewer when reading contacts. 


Release Date - 07/22/2020 - Release for download.

  • Fixed error caused by "itrezzoUserMC=missing" when cleaning up obsolete contacts.
  • Fixed issue where autocomplete list contains incomplete data. Implemented for only MCL from LDAP. 


Release Date - 07/16/2020 - Release for download.

  • UCM no longer moves or create backups of mandatory contacts. 


Release Date - 07/14/2020 - Release for download.

  • Improved performance of Graph API functionality.


Release Date - 07/02/2020 - Release for download.

  • Office 365: review the retrieving token strategy
  • Added feature to remove all items created by itrezzo UCM during Autocomplete List Cleanup. 
  • GAL: Manage DCs, list needs to be scrollable
  • During installation, all fields for standard contacts are now turned off by default. 


Release Date - 06/24/2020 - Release for download.

  • ECO grids: Added reviewing date fields.
  • Improve re-queue logic for UCM.
  • Manage Domain Controllers: Now able to add domain manually.


Release Date - 06/17/2020 - Release for download.

  • Added TLS compatible connector. 
  • Added easy way to show hidden options in Custom Tasks. 
  • Reverse CCL: ignore all punctuation and spaces from phone fields before comparing.


Release Date - 06/10/2020 - Release for download.

  • Fixed issue involving incorrect mapping of the Graph API for the Nickname field. 
  • Minor bug fixes for the itrezzo installer.
  • Optimized task "Update Contact Source." 
  • Additional trace for encrypt/decrypt process. 


Release Date - 05/28/2020 - Release for download.

  • GAL: Graph API by existing token.
  • Fixed Out of Memory Errors. 


Release Date - 05/22/2020 - Release for download.

  • GAL: Able to use the Graph AI to pull information from the Active Directory. During setup, check Request Access to Active Directory. 


Release Date - 05/18/2020 - Release for download.

  • Minor fixes for the log lines.
  • Upload diagnostic files: uses HTTPS protocol.
  • ECO and UCM processes moved to x64 architecture.
  • Removed RDO libraries and the Legacy Admin component during setup. 


Release Date - 04/22/2020 - Release for download.

  • Now enforces deletion of mandatory contacts.
  • Added ability to filter out by empty Category.


Release Date - 04/15/2020 - Release for download.

  • Added Global Catalog Update List from CCL.
  • Added a  TLS compatible connector for ACS/CCL from SQL
  • ECO no longer expands nested DLs, and will only expand root DLs. 
  • Added info about updated Notes/Photo fields should be hidden under Cosmetic Changes. 


Release Date - 03/27/2020 - Release for download.

  • Fixed issues with Security Settings under itrezzo UCM where there was no option to add a user with an empty email address.


Release Date - 03/25/2020 - Release for download.

  • Fixed issues with Custom task to remove appointments created by UCM.
  • Fixed issues with Global Configuration - GAL where Include Hidden Mailboxes was not working (ignore msExchAddressBookFlags) attribute.


Release Date - 03/18/2020 - Release for download.

  • Added Filter by Categories for Field values to purge.


Release Date - 03/12/2020 - Release for download.

  • Fix for "implementing token-based authentication for Office 365" under Dynamic Override in itrezzo UCM. 


Release Date - 03/11/2020 - Release for download.

  • Fixed issues with "Enforce Deletion custom task where the wildcard filter wasn't working properly.


Release Date - 03/04/2020 - Release for download.

  • Minor fixes done in Implementing token-based authentication for Office 365 under Dynamic Override in itrezzo UCM.


Release Date - 03/04/2020 - Release for download.

  • Upgraded MongoDB Server to 3.4.24 due to resolve security issues.
  • Fixed issues with Automatic port changer which breaks UCM connection.
  • Implement token-based authentication for Office 365 for Dynamic Override.


Release Date - 02/25/2020 - Released for download.

  • Fixed issues where 'Include Hidden Mailboxes did not work under Global Configuration in UCM. 


Release Date - 02/19/2020 - Released for download.

  • Fixed issues with Global Configuration where Include Hidden Mailboxes doesn't work for GAL.


Release Date - 01/20/2020 - Released for download.

  • Fixed issues with Circuit breaker for Calendars.


Release Date - 01/16/2020 - Released for download.

  • Fixed issues with Reset itrezzoUserMC task: added the option to update itrezzoLastModificationTime.


Release Date - 01/10/2020 - Released for download.

  • Fixed issues with Circuit breaker where UCM would break if the target folders are not completely loaded.
  • Fixed issues with Sync Options - added an option of "Retain user modified contacts."


Release Date - 12/24/2019 - Released for download.

  • Fixed issues with running tasks and now Advanced UCM and Incremental tasks, both have the ability to run at the same time.
  • Added features in Incremental tasks where it filters out those users which are not in target from any selected source.
  • Fixed issues with GC update: to remove scheduled tasks while getting remove from source.


Release Date - 11/18/2019 - Released for download.

  • Fixed issues with email notifications providing success or failure status when Salesforce Cloud Replica is running.


Release Date - 11/10/2019 - Released for download.

  • Added an option under Sync options to "Retain user modified contacts'.
  • Fixed issues with UCM where mailingAddress field wasn't syncing.
  • Fixed issues with Web Admin displaying wrong date in the Task History.
  • Fixed issues where UCM task was running in incorrect time after the Daylight Savings shifting unless ECO service is restarted.


Release Date - 10/10/2019 - Released for download.

  • Fixed issues with getting error while reading contacts from Default folder.
  • Fixed issues with installer where MAPI CDO would not install if Legacy Admin is not chosen.
  • Fixed "De-dupe" error in the Custom task. 


Release Date - 09/18/2019 - Released for download.

  • Added the ability to choose target folder from root in Custom task "Field values purge" & "Enforce Deletion".


Release Date - 09/06/2019 - Released for download.

  • Fixed issues with Collections where dynamic distribution group with specific query cannot be cached.


Release Date - 08/16/2019 - Released for download.

  • Fixed issues with Collections where Dynamic Groups with specific query could not be cached.


Release Date - 08/13/2019 - Released for download.

  • Fixed issues with ECO standalone Silverlight app - added a signature to the loader.
  • Fixed issues pending with EmailAddressType FAX.
  • Fixed issues with collections where Dynamic distribution groups with specific query cannot be cached.


Release Date - 08/02/2019 - Released for download.

  • Fixed issues with removing obsolete mandatory contacts and added ability to customize subfolder name.
  • Fixed issues with EmailAddressType FAX.
  • Fixed security issues under Global Configuration in itrezzo UCM.
  • ECO would now be able to run as standalone on Silverlight app.


Release Date - 07/04/2019 - Released for download.

  • Implemented Graph API with Dynamic Override.
  • Added feature with SalesForce to send reports to Admin when Salesforce login fails.
  • Fixed issues where UCM update failed with Invalid Character error.


Release Date - 05/24/2019 - Released for download.

  • SSU Ping: Internal and External URL's.
  • Fixed issues with CCL from Remote Exchange where the window wouldn't close on hitting Cancel.
  • AD Replica to show detailed error for failed test connection.
  • Added feature in Mandatory Contacts: Add option to move obsolete contacts to subfolder.
  • Added feature - ResetItrezzoUserMC attribute: Added ability to reset itrezzoEmailMC.
  • Added feature in Mailbox viewer: Added ability to view deleted contacts.
  • Fixed issues with CCL where grid is empty if source name contains special letters.
  • Fixed issues with Calendars where incremental updates removes items.


Release Date - 05/06/2019 - Released for download.

  • Fixed issues with Migration tool where creating new database caused errors.
  • SSU External - Maximum length of Email field is limited by 50 characters.
  • Added feature to enforce deletion of Mandatory Contacts - added "AND" setting by default "OR" as an option.
  • Made slight changes with initial configuration of UCM during setup.
  • Fixed issues with custom task - to reset user MC.
  • Email Address starting with FAX and in the format of ( will be written as an Outlook Email type of FAX instead of SMTP format.
  • 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.
  • Standard "Remove Obsoletes" is a Check box under itrezzo Web Admin > Unified Contact Manager > Configuration > Sync Options.


Release Date - 04/16/2019 - Released for download.

  • Fixed issues in UCM - differential cache update for SQL sources.
  • Fixed issues with incremental update while making making adjustments to contacts type.
  • Added feature where ECO will recognize Local Administrators group by Active Directory object GUID/SID and not by name.
  • Fixed issues with Salesforce replica where on first sync run, it should only sync contact table.
  • Fixed issues with UCM where should will update fields added to Fields System Mapping.
  • Fixed issues with DDC where large amount of sources from Exchange caused empty data in Cache.


Release Date - 04/03/2019 - Released for download.

  • Fixed issues with UCM where UCM was continuously updating the Manager field on each scheduled run.
  • Fixed issues with auto-licensing where adding new licenses breaks the list of licenses & ECO was only showing the new licenses.
  • Fixed issues with UCM where updating contact sources breaks when one of the sources cannot calculate the source path.


Release Date - 03/20/2019 - Released for download.

  • Improved features in CCL while Importing Custom Contact List (CCL) from a backup file.
  • Improved features in MCL while Importing Mandatory Contact Lists (MCL's) from backup file.


Release Date - 03/18/2019 - Released for download.

  • Fixed issues where TargetSMTP doesn't work while running the queries for specific customers.
  • Fixed issues with UCM where UCM removes Mandatory Contacts.

7.0.6 - Hotfix

Release Date - 03/08/2019 - Released for download.

  • 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.


Release Date - 03/08/2019 - Released for download.

  • Import CCL from a backup file has been applied with a logic and ListID.


Release Date - 03/07/2019 - Released for download.

  • Fixed issues related to Out of memory exception in ECO.
  • Add into SSU predefined list for User Field 1 & User Field 5-8  fixed.
  • Fixed issues with import CCL from a backup file.
  • Show predefined list into edit form as drop-down list.


Release Date - 02/21/2019 - Released for download.

  • As reported by some customers, fixed issues with purging of UCM backups.


Release Date - 02/20/2019 - Released for download.

  • Fixed issues with UCM where all child UCM processes are closed when the main process is closed.
  • Fixed issues with Salesforce where it wasn't able to create SalesForceTableSync.xml file and encountered an error.
  • Fixed issues with MCL of certain customers where MCL wasn't able to remove duplicate contacts.
  • Added feature in WebAdmin to add two wildcards in sequence where it wasn't possible to add two wildcards in sequence.
  • Added feature where authorization is needed for MongoDB.
  • Fixed issues with MCL where it showed only one contact with empty smtp address.
  • Fixed issues with cleaning history of changes made in past.
  • Made EPS Backups to stay disabled by default under configuration.
  • Added a new option Remove folder if empty to enforce deletion of mandatory contacts.
  • Fixed issues with SSU to restore email addresses from Active Directory for contacts from Master Contact Repository (MCR).


Release Date - 01/30/2019 - Released for download.

  • WebAdmin: Optimization done when loading history items through WebAdmin.
  • Improvement in Setup Wizard and fixed issues related to setup wizard crashing while extracting current user information.
  • Fixed issues with UCM: differential cache update for On-Premise Active Directory.
  • Fixed issues with SSU email's subject.


Release Date - 01/21/2019 - Released for download.

  • Fixed issues with Out of memory exception reported some customers.
  • This is the first release of itrezzo UCM in 64-bit architecture to improve performance.
  • Added the option where UCM will run each task within it's own process.
  • Fixed issues with UCM displaying negative count for the updated contacts within the summary report.


Release Date - 01/09/2019 - Released for download.

  • Released a patch with fixed for certain client where LDAP queries has been optimized and fixed errors encountered while importing contacts from Salesforce.


Release Date - 01/08/2019 - Released for Download

  • Fixed issues with Task Schedule in accordance to time changes during daylight savings.
  • 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.
  • Feature added in UCM to compare contacts based of their case sensitivity and will match them accordingly.


Release Date - 01/02/2019 - Released for Download

  • 28206 - SSU: Single Profile Configuration.
  • 28208 - Active Directory: execute LDAP query to particular Domain Controller (Sorting DC by closest).
  • 28215 - Web Admin: optimization ECO web admin loading.
  • 28216 - UCM: don't push photo if it not selected in advanced fields settings.


Release Date - 12/19/2018 - Released for Download

  • Enhancement in advanced and incremental schedule.
  • Added the ability to add second credentials under Dynamic Override configuration.
  • Enhancement in the note_formatted field.
  • Incremental update overwrite Category field for mandatory contacts.
  • Enhancement if multiple sync tunnels are targeting the same sub-folder.
  • Fix for reading Predefined Mandatory Notes from public folders.
  • Web Admin enhancement in reloading menu items automatically.
  • Fix for updating email1 field using Exchange2013.
  • Fix for updating fileAs field for custom contacts.


Release Date - 12/04/2018 - Released for Download

  • Fixed issues with executing LDAP queries pointing to a specific Domain Controller.
  • Note: Domain Configuration can be accessed by navigating to Web Admin > Global Configuration > Global Address List - under the option "Manage Domain Controllers".
  • 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.


Release Date - 11/28/2018 - Released for Download

  • Fixed issues with XML configuration file to sync additional tables in Salesforce schema.
  • 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.
  • Fixed issues with Salesforce REST API.
  • Fixed issues when creating CCL from SQL. Fixed the errors while executing stored procedure with two parameters.
  • Fixed performance issues with UCM where each UCM run takes more time for completion.


Release Date - 11/15/2018 - Released for Download

  • Updated Dynamic Override where it will be presented with "Maximum Thread Count".
  • Updates with SSU where the option to show hidden Contact Data Categories on Edit windows is available.
  • Enhancement with UCM where it would roll source transaction log into target mailboxes (Standard contacts).
  • Added feature with UCM and UCM to trace memory usage.
  • Enhancement with ECO Trace log where long lines will be truncated to 200 characters.
  • Fixed issues for clients getting errors while running UCM incremental tasks.


Release Date - 11/13/2018 - Released for Download

  • Option of Maximum Thread Count is available in Dynamic Override.
  • You can now view the Hidden contact data under the Edit window under SSU.
  • Enhancement in UCM to show transaction logs for Target mailboxes (standard contacts through transaction logs.
  • Added a feature to trace memory and usage for UCM and ECO.
  • For ECO transaction logs, the line will be truncated to 200 characters.
  • 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". 


Release Date - 11/06/2018 - Released for Download

  • Another fix of CDL where UCM removed user's Calendars from the target mailbox.
  • Fixed issues with errors being encountered while updating the ecodb version.
  • Few changes in the interface changes in the User Statistics option in UCM Web Admin.


Release Date - 11/05/2018 - Released for Download.

  • Fixed issues where itrezzo ECO generates extremely high CPU loads on domain controllers.
  • Fixed issues with CDL, where UCM removes user's calendars.
  • Note: For the restoring calendars from the Deleted Items folder it is necessary select MessageClass = Appointments and enumerate folder names in the text box.
  • Added support for TLS 1.2 for Setup tool and Public Folder Migration Wizard tool.


Release Date - 10/24/2018 - Released for Download

  • Fixed the issue with Cleaning up cache file in the Temp folder.
  • This new version will clean up files in the temp folder from the past after running the first UCM Incremental Task.
  • Manual clean-up of files is only needed when the disk is totally filled up and itrezzo UCM cannot start.


Release Date - 10/22/2018 - Released for Download

  • Added feature of Calendar incremental Sync.


Release Date - 10/12/2018 - Released for Download

  • SSU Ping shouldn’t run if both External and Internal SSU Tasks are disabled.
  • Error during updating cache of collection.
  • CDL: remove calendar from mailbox only if user is removed as a target.
  • Exchange 2013: Clean-up itrezzo obsolete contacts task works wrong with empty data/time fields.
  • WebAdmin: DDC tab on UCM config page should be dismissed.


Release Date - 10/10/2018 - Released for Download

  • Fixed issues with Custom Tasks as reported by some clients.


Release Date - 10/05/2018 - Released for Download 

  • Fixed issues with cleaning up Obsolete Contacts using Custom Tasks.


Release Date - 09/28/2018 - Released for Download

  • Fixed known issues with memory leak.
  • CCL option to clear field values added - use with caution cause custom contacts are not backed up.


Release Date - 09/20/2018 - Released for download.

  • Issues with accessing Public Folders from Exchange Online fixed in this version.


Release Date - 09/06/2018 - Released for download.

  • Regular update with improvement in tool and general fixes.


Release Date - 09/03/2018 - Released for download.

  • Fixed the issues with leading zero reported by a client.


Release Date - 08/23/2018 - Released for Download.

  • 28174 - Remove the option of "Exchange 2015" available to selct under ECO configuration.
  • 28172 - Improvement in uploading the ECO diagnostics.
  • 28171 - Fixed issues reported by clients where each UCM run process different amount of mailboxes.
  • 28170 - Fixed another issues reported where getting the error "Object reference not set to an instance of an object."


Release Date - 08/03/2018 - Released for download.

  • Released the fix with general hotfixes within the tool for improvement of the tool.


Release Date - 08/02/2018 - Released for download.

  • 28130 - Fixed issues with Source Transaction Logs and fixed issue with Mango DB index.
  • 28129 - Updated Entity Framework to the latest version.
  • 28123 - Fixed errors during updating data sources for certain clients.
  • 28106 - Fixed issues to display Correct text message on Backup Migration warning.
  • 28105 - Fixed issues for a client where they keep getting OutOfMemory error during mailbox update.
  • 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.).
  • 28087 - Fixed issues with Custom tasks - case sensitive letters.
  • 28131 - Fixed issues related to the error - invalid XML, (400) Bad Request.


Release Date - 07/20/2018 - Released for download.

  • Fixed bugs and general issues as reported by clients with the support team.


Release Date - 07/08/2018 - Released for download.

  • Fixed general issues and fixed issues with Custom Task cleanup.

Thursday, April 30, 2020

itrezzo Unified Contact Management (UCM) Prerequisites

By Harpreet Singh Wasu

Ready to install and deploy itrezzo UCM software on a server in your environment ?

Before you install and deploy itrezzo UCM, please go through the prerequisites below for a smooth installation and on-boarding process.

Important: 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.

itrezzo Service Account and Permissions:

  • You will need to create a user account in Active Directory (On-Premise) which will be used as a Service Account for itrezzo UCM.
  • The itrezzo Service Account must be Mail-Enabled.
  • The Service Account mailbox should be able to receive emails from internal recipients.
Important Note: The Service Account created must not 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.
This causes the itrezzo UCM services to stop every-time the password gets changed.
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.

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. 
  • All Retention Policies and Archiving MUST be disabled on this mailbox.
  • The service account does not need to be a Domain Admin. It can be a user account with a user mailbox.
    • For Exchange Server 2010, the Service Account created will need Full Access to Exchange mailboxes. 
    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.
    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.

    Please Note: The below PowerShell cmdlet only applies for Exchange Server 2010.

    Get-MailboxDatabase | Add-ADPermission -User "srv-ucm" -AccessRights ExtendedRight -ExtendedRights Receive-As,Send-As

    In the above command, replace "srv-ucm"with the itrezzo Service Account you created.
    • If your Exchange environment is Exchange Server 2013/2016/2019 or Office 365 (Exchange Online), then you need to grant Application Impersonation Role to this Service Account so that it can create, modify and delete contacts in the desired mailboxes.
    Please follow our article that provides detailed steps on How to Set Impersonation Mode for GAL or Public Folder Sync to User Mailboxes

    You will also need to setup an Exchange Throttling Policy:

    New-ThrottlingPolicy itrezzoSvcPolicy
    Set-Mailbox "itrezzo" -ThrottlingPolicy itrezzoSvcPolicy
    Set-ThrottlingPolicy itrezzoSvcPolicy  -EWSMaxConcurrency Unlimited -EwsMaxBurst Unlimited -EWSMaxSubscriptions 10000 -EWSCutoffBalance Unlimited

    Server Requirements:

    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.

    Important Note: We DO NOT support or recommend installing or running itrezzo UCM on a server running Exchange Server or a Domain controller.

    Below are the server requirements:
    • Member Server (Server joined to your AD domain) running Windows Server 2012/2016/2019 either bare iron, or a Virtual Guest.
    • Minimum RAM - 4 GB for less than 300 target mailboxes and 8 GB RAM if the target mailboxes are more than 300.
    • Minimum two processor cores for less than 300 target mailboxes, 4 CPU's for more than 300 target mailboxes.
    • Minimum free Hard Disk space required - 10 GB.
    • Must have Internet access and Port 80 should be open for inbound & outbound connection.

    Preparing your Server for itrezzo UCM:

    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:

    1. Open Server Manager > Click on Tools on the Top Right 
    2. Select Computer Management
    3. On the left hand navigation, expand Local Users and Groups > Groups
    4. Right Click on Administrators > Properties > Add
    5. Enter the name of the new Service Account that we created > Check Names > OK.
    6. Apply > OK.

    You can also open Local User and Groups on a Member server using Run command.

    • Open Run prompt using Windows + R key on your keyboard.
    • Type LUSRMGR.msc and hit Enter.

    The next step is to set the Service Account to 'Log On as a Service".

    1. Open Run prompt using Windows + R key on your keyboard.
    2. Type secpol.msc to open Local Security Policy MMC console.
    3. Expand Local Policies > Select Users Rights Assignment.
    4. Under list of Policies, double click on Log on as a service.
    5. Click Add User or Group > Type the name of itrezzo Service Account > Check Names > OK.
    6. Apply > OK.
    7. Log Off from the server and login again as the itrezzo Service Account.

    • The itrezzo Web Admin requires Silverlight and Internet Explorer. Turn Off  IE Enhanced Security Configuration on the member server.
    • 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.
    • Also, any REAL TIME antivirus file monitoring should have an exclusion for the \Program Files (x86)\itrezzoAgent\... folders on the server.

    Software Requirements:

    Firewall Requirements:

    • We recommend that the Windows Firewall should be Turned Off on the Server running itrezzo UCM.
    If your organization cannot afford to keep the Firewall off, then the below ports must be open:

    • Port 80 - It is used to run the itrezzo Web Admin locally.
    • Port 443 - Required to make EWS calls to and from the Exchange Servers.
    • Port 389 - itrezzo UCM uses LDAP port at 389 to communicate with AD.
    • 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.

      Download the itrezzo UCM software from the below link:

      Tuesday, March 5, 2019

      Step-By-Step: Setting up itrezzo UCM - Part - 4

      Choosing the target folder for synced contacts, licensing users in itrezzo UCM & creating a Schedule Sync Task.

      By: Harpreet Singh Wasu

      This is the Part-4 of the Step-by-Step series on how to setup itrezzo UCM for the first time.
      To check previous blogs of this series, follow the below links:

      1. Step-By-Step: Setting up itrezzo UCM - Part - I
      2. Step-By-Step: Setting up itrezzo UCM - Part - 2
      3. Step-By-Step: Setting up itrezzo UCM - Part - 3

      Choosing target folder in Outlook where the contacts will get pushed

      1. Open itrezzo Web Admin > expand Unified Contact Manager (UCM) on the left navigation pane.
      2. Click on Configuration > select Sync Options tab.
      3. 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.
      4. To put the new Contact List in a sub-folder, check mark the option Put Mandatory Contacts in Sub Folder & click on Set sub-folder name to give a name to the target sub-folder. If you do not specify a custom name, by default it will give the name itrezzo MCL.
      5. In order to prevent creation of duplicates, choose Move existing contacts to  Always 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.
      6. The next important box to check is Remove Obsolete Mandatory Contacts. 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.
      7. In the Contacts Notes option, choose either Use Most trusted Source or Never write to this field.
      8. Use most trusted source means if there is a note in the contact in Active Directory or any of the Alternate Contact Sources (ACS)  like in the PF, then it will push that Note along with the Contact.
      9. In the File As Rule, you can choose how your contacts should appear, First name, Last Name or Last Name, First name. The default value is Never overwrite existing value.
      10. The next option to check is Update custom contacts unless you have a Custom Contact List.
      11. Also deselect the option of Send notification of all contact updates if you do not wish to receive notifications at every sync. After this keep the other settings as default & click Save.

      License target user mailboxes in itrezzo Web Admin to receive required contacts

      1. 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:
      2. Expand Unified Contact Manager from the left navigation pane > User Statistics. You can also click on the User Statistics icon at the top right corner in the green bar.
      3. Select User Enablement, fifth icon from the top right in the grey bar.
      4. Check mark the box for Automatically add users to the license packs > Click Manage > Choose Collections > Add GAL Targets > Save.
      5. Check mark the option Remove users who are not members of the DL’s.
      6. Also check mark the option Remove disabled accounts from license > Save

      • Now, itrezzo UCM will perform a license check and a pop up at the bottom right of the taskbar will show the progress.
      • Once the licenses are updated & applied, you will see the Active status on license in the User Statistics window. The Last updated column specifies when the mailbox was updated last. The Exchange column shows which Exchange Server you are on.

      Turn off EPS backups and enabled UCM backups

      1. The next step is to turn off EPS Backups & enable UCM backups. The UCM backups uses the MongoDB database that is built-in within itrezzo UCM. Perform the below steps:
      2. Go to  UCM > Configuration
      3. Select the Backup Options tab on the top.
      4. Set the option of Limit attachment to contacts per item to 0 &  Purge items older than to days.
      5. Check mark the option of UCM backups & click on Configure.
      6. Select Monthly from radio button & you can choose the date of your choice – in our example First of every month > Click on Save.
      7. This will Purge items older that whatever number of days you choose to, for example 30 days.

      The contacts are backed up in the MongoDB database which is built-in within the itrezoo UCM itself.

      Run a manual sync on one target user mailbox for testing the configuration

      To begin our testing on one target user for demo purpose, we are now going to run a manual sync on one target user. 

      1. From the User Statistics window, right click on the target user mailbox and choose Run UCM Now. It will run all the default settings on this target mailbox only. You can track the progress from the bottom right corner.

      • 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.
      • Also, as the target mailbox starts getting updated,  a log file with the name of the target user will get created in C:\Windows\Program Files(x86)\itrezzoAgent\Logs\Day_of_the_Week\. 
      • You can drag the log file to the Tail icon on the desktop to see how the target user(s) are getting updated.
      • 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.

      Setting up a Schedule Sync task in itrezzo UCM

      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.
      1. Go to UCM > Schedule & Custom Tasks > Click on the + sign on the top right corner.
      2. In the Advanced Schedule window, choose Daily & choose different times like 4 AM, 7 PM as an example.
      3. From the drop down, choose GAL Targets.
      4. Check mark the following options: Data Dictionary Age with default valuesCollection age with default valuesAuto-license age – with default valuesMandatory Contacts ListsContact photos.
      5. Once you are done selecting all the above options, hit Save.

      • 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.
      • 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  a manual sync from Schedule & Custom Tasks window.

      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. 

      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.

      Step-By-Step: Setting up itrezzo UCM - Part - 3

      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

      By: Harpreet Singh Wasu

      This is the Part-3 of the Step-by-Step series on how to setup itrezzo UCM for the first time.
      To check other blogs of this series, follow the below links:
      1. Step-By-Step: Setting up itrezzo UCM - Part - I
      2. Step-By-Step: Setting up itrezzo UCM - Part - 2
      3. Step-By-Step: Setting up itrezzo UCM - Part - 4

      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 Cancel and recommend you to follow the below steps:

      At the bottom right corner of the Web Administrator, you will be able to identify the service account and the target service mailbox.

      Running Licensing checks on itrezzo UCM to make sure your purchased licenses appear in UCM


      • Expand Global Configuration on the left navigation pane > License Packs > Tablet & gear icon at the top right corner to Run License checks. 

      Note: 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.

      Create a Collection in itrezzo UCM

      The next steps now is to create a Collection.

      1. Click on Collections icon at the top right corner in green bar or expand Data Dictionary on the left navigation pane & click on Collections.
      2. Click on the plus (+) sign at the top right corner to Add a new collection.
      3. Give a name to the collection in the Collection Name box. For example – GAL Source.There are different options available for selecting the source like users, distribution lists, another Collection, Dynamic Distribution lists, an OU, LDAP Query, etc. In our example, we will click on Group icon on the left and choose a DL that contains all the users – e.g. “DL All Itrezzo”.
      4. You can drag the user or group to the right in the Inclusion List box or click on the Green arrow to put the selected source in the Inclusion List & click on Save.
      5. After selecting a source, you need some targets. So, you need to create one more collection for Targets & you can name them GAL Targets or Smartphone Users. Add a user mailbox for example your own mailbox or any other test mailbox in the Inclusion List in the GAL Targets collection & hit Save.

      Creating & setting up Mandatory Contact List

      After creating the Source & Target collections, the next thing to setup is a Mandatory Contact List.

      So what is a Mandatory Contact List ?

      • Mandatory Contact List (MCL) 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.
      • 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.
      • 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.
      • 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.
      • If you want to check the precedence then from itrezzo Web Admin, expand Data Dictionary from left navigation pane > expand Alternate Contact Source.
      • The below list will show the order in which they are trusted. Whatever comes first, takes more precedence.
      • 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.

      Follow the below steps to create a Mandatory Contact List (MCL):

      1. To create a Mandatory Contact List, click on Mandatory Contact List icon on top green bar or expand Unified Contact Manager on the left navigation & click on Mandatory Contact List > click on the + (plus) sign at the top right corner.
      2. Choose a Name for the Mandatory Contact List (MCL).
      3. Select the source from Source: Mandatory Contacts box by clicking on Select icon & click the Folder icon to see the Collections, select GAL Source > click Save.
      4. Check the box for Include contacts with no email address if you like to include contacts that do not contain any email address.
      5. 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 Include DL’s as mandatory Contacts. 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.
      6. We can also populate the Autocomplete list in Outlook. Check Populate Autocomplete list with members of the listEvery 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.
      7. After adding the source in MCL, select target from the Target: Authorized Recipients box by clicking on Select icon and selecting Folder icon for collections > GAL Targets > Save.
      8. 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 Unified Contact Manager > expand Mandatory Contact Lists & 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.

      With this, we have completed the first three main steps for getting started with itrezzo.

      Click on the below articles to move to follow along with the next set of steps from Part-4 of this series:

      Monday, March 4, 2019

      Step-By-Step: Setting up itrezzo UCM - Part - 2

      Installing itrezzo UCM, setting up service account mailbox for itrezzo UCM and registering license packs

      By: Harpreet Singh Wasu

      This is the Part-2 of the Step-by-Step series on how to setup itrezzo UCM for the first time.
      To check other blogs of this series, follow the below links:
      1. Step-By-Step: Setting up itrezzo UCM - Part - I
      2. Step-By-Step: Setting up itrezzo UCM - Part - 3
      3. Step-By-Step: Setting up itrezzo UCM - Part - 4
      After you have completed all the steps from Setting up itrezzo UCM - Part-I of this series, it is time to start the installation and initial configuration of itrezzo UCM.

      Installing itrezzo UCM

      1. Once the itrezzo UCM software is downloaded, navigate to the folder where you saved the installer and double-click on the .exe file & select Run on the new prompt.
      2. In the itrezzoAgent Setup wizard, click on Install & select Yes if prompted from User account control permissions.
      3. Click Next on the Welcome window of the setup.
      4. Accept the licence terms & click Next.
      5. Choose the default path for the installation which is suitable in most cases unless you want to specify a different installation path of your own choice.
      6. In the Custom Setup (features selection) window, keep the default options checked & click Next.
      7. When you enter the password for the service account on this screen, a NETBIOS Logon 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 Skip Domain Authentication, provide the credentials & click Next.
      8. In the Ready to Install itrezzoAgent 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 Install. itrezzoAgent will also install the Silverlight and itrezzo Web Admin automatically during the installation.
      9. Once the installation is complete, click on Finish.
      10. Click on Close when you get the installation is successful message on the screen.

      Initial configuration - setting up service account mailbox for iterezzo UCM & requesting License packs 

      Once the installation is complete, you will the below start up wizard.

      Setting up service account mailbox

      1. Now to setup itrezzoAgent, the first thing you have to do is do choose the Service Mailbox Setup from the itrezzo UCM install wizard. Click on Service Mailbox Setup tile. This is where itrezzo UCM writes the structures into the Service Account mailbox that you created earlier in the prerequisitesarticle. This option has the ability to perform the licensing by interacting with our licensing database. Use the Service Account that was created from the prerequisites article on this screen.
      2. Select Exchange for On-Premise Exchange.
      3. Uncheck the box for Override default.
      4. Access Type – Use Default Access.
      5. Choose the correct Exchange Server version from the drop down next to Version.
      6. Check mark the box for Direct URL and enter the internal address of the Exchange Server or the URL to access OWA internally because that is where the EWS stub is located & then click on Validate.
      7. Once the validation is succeeded, click OK & click Next.
      8. In the Contact info 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.
      9. The Email Address 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.
      10. We have an algorithm that generates an Authorization code based on the Service Account email, user email and version installed on the machine. Click on Get 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 Next. It will save the details on the mailbox.
      11. Once you click on Get to acquire an authorization code, we get an email from the licensing server that someone registered for a new authorization code. 
      12. Click on Next & we are going to get another email.
      13. You will always get two emails. The first one with subject: itrezzo UCM Registration Succeeded & the other email with subject: Request License Pack. 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.
      14. Make sure Start all services and Launch Web Administrator options are checked and once verified, click Finish.
      Note: 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.

      • 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. .
      • To install this license pack, please forward the email message without any modification to the email address of the itrezzoAgent service account mailbox.
      • From the itrezzo Web Admin navigate to the Global Configuration > License Packs container and click on the small tablet and gear icon on the grey bar on the upper right. 
      • Your new license pack should appear in the grid within a minute or two. 
      • The current version of your itrezzoAgent UCM server is shown at the bottom of the Web Admin in the green bar.

      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.

      Click on the below articles to move to follow along with the next set of steps from Part-3 & Part-4 of this series:
      1. Step-By-Step: Setting up itrezzo UCM - Part - 3
      2. Step-By-Step: Setting up itrezzo UCM - Part - 4