Synchronizing contacts with external sources

Contact Manager can keep directory contacts aligned against a standard LDAP source, using a fixed fields mapping displayed in relevant table further below in this article. If you install Meta Connector ver. 5.0 on the Imagicle UCX Suite, you can apply a fields mapping of your choice and you can also import and synchronize external contact from multiple 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 5.0 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 5.0 installation.

2. Configuring the replicator

Estos MetaDirectory 5.0 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) 
Custom Replicator 
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 5.0 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

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.