Synchronizing contacts with external sources
Contact Manager can keep directory contacts aligned against an LDAP source. If you install Meta Connector on the Imagicle UC Suite, you can import and synchronize external contact from several sources.
Here is an example on how to create a synchronized directory which imports contacts from Active Directory. The procedure for other sources (e.g. MS Exchange..) is similar. Please refer to Estos documentation for more details.
1. Create a new synchronized directory
Please access to Imagicle web portal and go to Contact Manager ⇒ Manage Directories page, create a new Directory flagging the option Synchronized and enter the IP address of the server where Meta Connector is installed on (it can be 127.0.0.1 if installed on the UC Suite server). LDAP port is 712, using the credentials choosen during Meta Connector installation.
2. Configuring the replicator
Estos MetaDirectory 4.0 Replicators List
Replicator for IBM Notes®
Replicator for DATEV SDD
Replicator for Steps Business Solution
Replicator for Microsoft® CRM Replicator for Microsoft® Exchange Webservice (EWS)
Replicator for Microsoft® Dynamics Navision
Replicator for Microsoft® Outlook/Exchange
Replicator for Active Directory® Server
Replicator for LDAP Servers
Replicator for MetaDirectory
Replicator for ODBC Databases
Replicator for Text & CSV Files
Replicator for Salesforce CRM
Replicator for Google Contacts (G-Suite)
Export Replicator for Active Directory® Server
Export Replicator for XML Files
Export Replicator for CSV Files
Log onto the server where Meta Connector is installed on. Open Metadirectory Administration tool through the Start menu link.
Locate the "Replicators" and add a new one.
Select the "Import" replicator type.
Select the Data Source type and follow the wizard.
NOTES: - Salesforce Data Source: Estos guide here (A valid SalesForce account authorized to use Salesforce API with a security token)
Configure fields mapping using below table:
How to map Meta Connector database fields to Contact Manager
This table shows how to map Meta Connector fields to Contact Manager fields.
Source Table = Fields takes from the source
Destination Table (Field Name) = Meta Connector Fields
Destination Table (Assigned Fields) = Source fields assigned to Meta Connector fields
|Meta Connector Field Name||Contact Manager web portal Label|
|First name||First Name|
|Last name||Last Name|
|Private Phone 2||Speed Dial Home Phone|
|Business Phone 2||Speed Dial Business Phone|
|Mobile Phone 2||Speed Dial Mobile Phone|
Schedule the replication time. Please keep in mind to schedule it before actual LDAP synch configured on Contact Manager web portal.
3. Configure Contact Manager synchronization in UC Suite web page.
LDAP server address = Server IP where Meta Connector is installed
LDAP server TCP port = TCP port configured in Meta Connector (Default = 712)
Username/Password = Used to access Meta Connector administration
LDAP path = Check it in Database-View of Meta Connector Admin tool (Usually used for multiple Replicators)
4. Run Contacts Synchronization
Click on the Synchronize contacts link. After running Meta Connector import once, you can test the synchronization by clicking "Run Now" or activate daily synchronization. The settings may be different for each directory. Each user will be able to manage his or her directories depending on Contact Manager's permission level.
IMPORTANT: Please do not enable daily automatic synchronization on both Imagicle nodes associated to a HA cluster, because your directory will be corrupted. If this problem occurs, you can solve it by applying the following procedure:
- Disable automatic sync on backup node
- Delete all contact included into the corrupted directory(ies)
- Wait for replication to wipe-out contacts in the primary node, too
- Run manual sync on primary node.
If your directory includes several contacts, you can delete all of them through a SQL query. Please contact Imagicle Support for the same.
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|Product Configuration||Understanding Permissions|