Monday, December 15, 2014

How Does Unified Contact Management Affect the ROI of Daily Productivity

A unified contact management solution is certain to produce a positive ROI on daily productivity for you business.

Unified Contact Manager
Breakdown in Contact Management
JFK once said,
"The time to repair the roof is when the sun is shining."

After the Crises is a Mistake 

Too often companies think about problems AFTER the fact. This is a mistake.

Thursday, October 30, 2014

Exchange Server 2013 MAPI profile Generator

By Vern Weitzman

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.

Even though we are working diligently to support EWS in our contact management software, 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.

When you run the standalone MAPI/CDO component, the documented procedure to build an Exchange 2013 profile is not user friendly. You need to be proficient with MFCMAPI and very meticulous with a hex editor. After several attempts at this process, profanity is commonly expressed.

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. You can download the itrezzo MAPI generator here. The download is just a zip file. Extract the contents into a subfolder and run iaProfGen.EXE.

Run on iaProfGen

Note: 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.

Run iaProfGen ( double click or open the application ) and this window will appear.

itrezzo MAPI profile generator
  1. Select Exchange 2013 as shown above 
  2. Be certain that the identity is the owner of the service account mailbox 
  3. Name the profile 
  4. Click the Discover button
MAPI profile generator

  1. Note that the unique server identifier for the Exchange Server is automatically filled in 
  2. 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. 
  3. Hit the configure button to create the MAPI profile
Exchange Server MAPI profile generator

Watch the log window to insure that the profile was created successfully.

Now hit the Test button to insure that the profile works.

test MAPI profile generator

All constructive feedback is welcome in the comments below and feel free to learn more about itrezzo contact management solutions.

Monday, September 15, 2014

Configuring Unified Contact Management on Windows 2012

By Vern Weitzman

The itrezzo installer can automate several of the required features on Windows 2008 Server. However, Windows 2012 server is quite a bit different and you will need to add ASP.Net, Windows Authentication, WCF, Dynamic HTTP activation and other options shown below.

Friday, August 8, 2014

Sync SalesForce to iPhone, Android and BlackBerry via Exchange Server Contacts

By Vern Weitzman

Sync SalesForce Contacts to an iPhone and Increase Your Bottom Line

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?

If you answered even once, it’s too often.

Wednesday, June 18, 2014

Sync Smartphone Contacts using Collections

Optimize AD Groups for Contact Lists
By Vernon Weitzman

Smartphones, Contact Collections and the Global Address List

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.

Saturday, March 29, 2014

Sync the Global Address List to an iPhone (Part 2)

By Vernon Weitzman

Practical steps to Sync the GAL to a SmartPhone

Global Address List Screenshot
This is the second part of a blog post on synchronizing the Global Address List (GAL) to an iPhone, Android or BlackBerry. One of the points in that blog post was that it’s sometimes a bad idea to sync the entire GAL to Smartphones. There are often unwanted mailboxes in the GAL. It is better to use a Distribution Group or select specific OUs (Organizational Units) that optimize the Smartphone experience.

Tuesday, February 18, 2014

Best Practices to Sync the GAL to an iPhone or Android

Get a mirror of the GAL on an iPhone or Android

By Vern Weitzman

Before syncing the GAL to an iPhone or any other SmartPhone, take advantage of the lessons learned from your peers that have done this before. If you review the questions below, it will give you a well-informed starting point for your GAL to iPhone sync project.