CONTACTSYNC Frequently Asked Questions

Frequently Asked Questions (FAQ) about ContactSync, U-BTech's Easy tool for synchronization of users from Active Directory or from a CSV file into contacts.

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Q: What are the minimum requirements for installing ContactSync?

A: ContactSync as an application only requires that you have .NET Framework 4.0 or above installed and any version of Windows above and including Windows Server 2008, it also relies on Exchange Web Services functionality which is only available in Exchange Server 2007 SP1 and above environments on the CAS server role or in Office 365.

To read more about EWS visit the following link: http://msdn.microsoft.com/en-us/library/bb408417.aspx

 

Q: I’m working with an organizational email platform (Office 365, Exchange), do I still need ContactSync?

A: Working with such a platform is great and your users will have access to the GAL (Global Address List) from any device, but using ContactSync will also allow them to see full details about any user as well as be able to identify them using Caller-ID.

 

Q: What sort of permissions do I need in order to synchronize contacts to a mailbox using ContactSync?

A: To allow for contact synchronization, EWS (Exchange Web Services) requires that the service user for ContactSync holds two permissions called ms-Exch-May-Impersonate and ms-Exch-EPI-Impersonation. You can also configure Mailbox Impersonation for the service user using Exchange’s RBAC (Role Based Access Control) configuration.

 

Q: What are the risks involved with EWS (Exchange Web Services) Impersonation?

A: As we’ve mentioned before, ContactSync requires the service user to have the Mailbox Impersonation role and permissions.

The best about EWS impersonation is that it is valid only for EWS connections. It does not grant permission for MAPI connection (Outlook client) nor Outlook Web Access.

That means that Outlook Delegation Manager does not require the managing user to have full mailbox access in order to configure delegate access

 

Q: Do I have to change anything on the user’s workstation or device? Is the user aware of the contact synchronization process?

A: Absolutely not! ContactSync runs on the back-end, on any supported server of your choice and connects to all the mailboxes remotely using EWS (Exchange Web Services). The user isn’t aware of anything and you’ll never interfere with their work.

 

Q: Where does ContactSync get its information from? Do I need to manually create contacts for all the users in my organization?

A: Not necessarily! ContactSync can get its information from three different sources:

 

Q: Is ContactSync an all or nothing solution? Is specific targeting an option?

A: ContactSync allows you to create multiple synchronization policies. Each policy can both target specific mailboxes for synchronization and query specific locations in Active Directory using the well-known LDAP query syntax. Which contacts are created and synched and to which mailboxes is completely up to you.

 

Q: What happens if ContactSync attempts to synchronize a contact that already exists?

A: If a contact already exists ContactSync can either update it or re-create it. The configuration is up to you when you create the synchronization policy.

 

Q: Ok. I want to start synchronizing contacts to my users’ mailboxes, but is there any way I can do it that will be somewhat less invasive?

A: Yes. Just make sure to synchronize all the organizational contacts to a new custom contacts folder instead of the default one.

One thing to make sure though, is that if you do use a new custom folder as the synchronization target, either you or the user will need to make sure it’s configured as an “e-mail address book” by right clicking the contacts folder and going to the “Outlook Address Book” tab.

 

Q: What if I don’t configure the new contacts folder as an “e-mail address book”? Am I missing out on something?

A: If you skip the “e-mail address book” configuration, the folder will still be available on all user devices and Caller-ID will still work, but the user won’t be able to search for contacts from the folder while composing emails.

 

Q: How can I find if there are any updates available for my ContactSync installation?

A: Most of our tools are installed in secure server environments where Internet connectivity cannot be taken for granted. That’s why we don't provide any automatic updating functions in our products. This might change in the future but for now all you have to do to find out if there is a new version available is to visit our website or click the “Check for Updates” link in the “About” dialog. Customers who purchased our retail products are automatically added to our mailing list and receive email notifications about updates and news.

 

Q: I need to activate my product and I don’t have a working Internet connection from my server or workstation, what can I do?

A: You can use our offline activation web page https://activation.u-btech.com where you can use your purchased serial code and unique machine code to activate your license and receive an offline activation code. The serial code is your proof of purchase and the machine code, which will be provided by each of our products on its offline activation dialog, is our way of verifying the use of the license on a single machine.

 

Q: I still can’t activate my license and I’m having some problems using the offline activation web page. Any other help you can offer?

A: You are welcome to contact our support staff. Please send your information and machine code to Support@U-BTech.com, and we will activate the product for your purchased license and send you back your license code.

 

Q: I need more time with the Trial version of ContactSync. Who should I contact?

A: You can contact our sales department at Sales@U-BTech.com . They will consider each request and decide whether to provide you with a trial extension key.

 

Q: ContactSync looks great and I’m really interested in purchasing it. What is the licensing scheme for it?

A: ContactSync is licensed on a per mailbox basis in your Exchange organization. The following bundles are available:

• Up to 500 Contacts

• Up to 1000 Contacts

• Unlimited Contacts

 

The following support options are available:

• Standard Support: Every purchase of the product automatically entitles the client to a year of free email support and upgrades.

• Silver Support: Grants an additional year of technical support to every U-BTech Solutions customer from the moment of purchase for a total of two full years of E-Mail support. Free product upgrades are available for one year from the moment of purchase.

• Gold Support: Grants an additional two years of technical support to every U-BTech Solutions customer from the moment of purchase for a total of three full years of E-Mail and Phone support. Free product upgrades are available for one year from the moment of purchase.

 

Q: Can I still keep using the product, even if my licensing agreement has expired?

A: If you’ve exceeded your contacts quota, ContactSync will stop synchronizing any additional contacts. But other than that, you don’t need a valid support agreement to keep using the product.

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