By Vern Weitzman
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:
Bi-nodal interorg PST
transplant surgery
.
Yes. I did just make that up. My apologies
if you started googling for the Exchange Managers Handbook.
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.
On the other side where it’s even more painful. It is a slow
and boring procedure to open mailboxes, drag and drop contacts.
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.
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
CiraSync!
How to Share Outlook Contacts between two Orgs
In itrezzo UCM, there are two constructs for
pushing contacts:
- MCL’s - Mandatory Contacts Lists
- CCL’s - Custom Contact Lists
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.
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.
A CCL
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.
To sync a public folder from our parent
organization, we will create a Custom Contact List as shown below.
Navigate to the Unified Contact Manager
container. Now select Custom Contact Lists. In the top right corner on the
black and white toolbar, choose From Remote Exchange...
The Remote Exchange Dialog box is displayed:
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.
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.
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 /EWS/Exchange.ASMX.
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.
Next click on the Targets tab (7) and you will
see the dialog as shown below.
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.
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.
We always recommend adding a category (10)
to each target contact. This makes it easier for users to see the
contacts as a group.
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
use a
collection
to configure the
targets.
Save the CCL and we now see contacts from remote
Exchange Server in the grid.
We will also license all of the target users.
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.
On the next scheduled UCM Task, all users will
get the NY HQ contacts.