Monday, September 15, 2014

Configuring Unified Contact Management on Windows 2012 or later

By Vern Weitzman

Note that only the English Language version of the server OS is supported at this time.

I. Internet Information Server (IIS) Setup

The itrezzo ECO Platform supports the following components:
  • itrezzo Administrator 
  • Self Service Update 
  • Employee Contact Portal 
  • Data Dictionary 
  • The Unified Contact Manager 
  • The Watchdog Service
Self Service Update and Employee Contact Portal directly interface with IIS to allow web browser-based administration and user functions.

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.

Here is the step-by-step IIS Web Configuration for the itrezzo Unified Contact Management setup on Windows 2012 Server or later.

  1. Check ASP.Net 4.5IIS Web Configuration for the itrezzo
  2. Open the Server Manager. Select the Manage menu. 
  3. Add Roles and Features Wizard and select the local serverWindows 2012 Server Manager
  4. If not already checked, add the Web ServerWeb Server Configuration
  5. A pop up will appear that indicates the IIS Management Tools will also be installed. Click Add Features
  6. Choose the Next Button to navigate to Features. 
  7. Scroll to .Net Framework 4.5 Features 
  8. Check ASP.Net 4.5 
  9. Check WCF Services and a popup will occur. Click Add Features. 
  10. Check HTTP ActivationIIS Web Configuration for the itrezzo Contact Management
  11. Click Next 
  12. Scroll down to Application Development and expand that node 
  13. Click Next (twice) to Start the Web Server Role Service
  14. On Role Services, expand the Web server 
  15. Under Security, check Windows AuthenticationConfigure Windows Authentication
  16. Under Application Development, check ASP.NET 4.5ASP .NET 4.5 itrezzo
  17. Click Next

This is a summary of the expected additions to roles and services.
IIS Web Configuration for GAL Sync

Click the Install button. You can close this wizard and installation will still take place in the Background.

Here is a more complete summary of the expected roles and services that must be installed.
IIS Web Configuration Summary

III. Microsoft .Net Frameworks Setup  

The ECO platform requires  .NET Frameworks 4.8 or any higher version. 

You can find the latest .NET installer at this URL:

Please note that after the .NET Frameworks installation has been completed, it may take up to one hour for optimization to run. During that time, you will notice very high CPU activity. Microsoft has provided a script you can run on demand to force the optimization to happen more quickly. You don’t need to wait for the optimization to complete. Proceed to the next step immediately.
  1. Prior to running the Installer

Also, you first make certain of these two requirements:
  • Open the Computer Management MMC snap-in
Use installer with itrezzo Unified Contact Manager

  • The itrezzo service account should explicitly be a member of the administrator's group on the local machine
itrezzo Admin properties on Windows 2012

  • The service account must also have a “Logon as a service” right which can be set in the local security policy
Windows 2012 Contact Manager

V. Running the itrezzo Platform Installer

You can find the itrezzoAgent installer at

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.

Always run the installer while logged in as the itrezzo Service Account.

Proceed to configure the Unified Contact Manager to Sync contacts to Outlook: .

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