Friday, January 11, 2019

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:

      Wednesday, January 9, 2019

      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 - 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.