CommuniGate Pro WebUser Interface: Contacts

Contacts Mailboxes Main Contacts Mailbox Creating Contacts Mailboxes Contacts Mailbox Browsing Creating and Editing Contact Items Creating and Editing Contact Group Items Address Books DataSet Address Books Directory Address Books Contacts and Address Book Settings Importing and Exporting Contacts data The CommuniGate Pro WebUser Interface allows you to manage your Contacts information. The standard-based vCard storage format is compatible with any standard-based vCard client, and with Microsoft Windows groupware applications, including Microsoft Outlook (via the MAPI Connector component).

Contacts Mailboxes

Contact mailboxes ("folders") can be created in your Account using the WebUser Interface or a MAPI client application (such as Microsoft Outlook). These mailboxes appear on the Mailboxes page. Click on a Contacts-type mailbox name to open it.

Main Contacts Mailbox

You can have several Contacts-type mailboxes in your Account, but only one of those mailboxes is assigned the role of the Main Contacts mailbox. When you receive a message with a vCard attachment, the vCard can be stored in the Main Contacts mailbox.

Creating Contacts Mailboxes

To create a Contacts-type mailbox, open the Mailboxes page and select the Address Book value in the Create pop-up menu. Type the name of the Contacts mailbox you want to create, and click the Create button:

mailboxCalendarAddress BookNotes

Contacts Mailbox Browsing

You can browse a Contacts mailbox by clicking its name (link) on the Mailboxes page.

The Contacts browser page presents the Contacts folder data as a list of Contact Items, with the Item "Formatted Name" and Email data displayed:

57101520253050100300100010000100000 Filter: Search:

Name Email John Smith j.smith@company.dom Colt, Susan susan@coltfamily.dom Network Group [Network engineers in the South]

New Contact New Contact Group C1CalendarContactsDeleted ItemsDeleted Items/11DraftsInBoxINBOX-old Flagged: Folder Management

Creating and Editing Contact Items

Click the New Contact link on the Contacts browser page to create a new Contact Item.

The Contact Composing page contains entry fields for Contact Item elements. Fill all or some fields and click the Save Contact button.

When you need to enter several Contact Items, click the Save and Open New button to save the current Contact Item and to create a new Contact Item without returning to the Contacts browser page.

To modify a Contact Item, open it using its link on the Contact Mailbox browser page, and click the Edit Contact link.

Creating and Editing Contact Group Items

A Contact Group Item contains a list of names and E-mails.

Click the New Contact Group link on the Contacts browser page to create a new Contact Group Item. The Contact Group Editor page contains the list of the Group elements and the Group Note field:

Members: John Smith <j.smith@company.dom> <operator@company.dom> Tech Support <tech.Support@company.dom> Note: Network engineers in the South datacenter.

To add an element to the Group, type it in the text field and click the Add New button.

The Contact Group Editor page contains the Address Book panel (see below). You can open an Address Book, select one or several elements, and click the Add to Group button to add those elements to the Group.

Select one or several Group Elements and click the Delete button to remove the selected elements from the Group.

Click the Save Group button to save the Group in the Contacts-type mailbox.

When you need to enter several Contact Group Items, click the Save and Open New button to save the current Contact Group Item and to create a new Contact Group Item without returning to the Contacts browser page.

To modify a Contact Group Item, open it using its link on the Contact Mailbox browser page, and click the Edit Group link.

Address Books

The CommuniGate Pro WebUser Interface provides Address Book functionality. Address Books can be used to select E-mail addresses when you compose messages and meeting requests, and when you compose Contact Groups.

There are several sources for E-mail information that can be used as Address Books:

• all Contacts-type mailboxes.
• Directory subtrees you have selected.
• account DataSets.

The Address Book panel allows you to select the information source, enter the filter text, and display all information source records that match the filter text:

[addressbook](My Domain)ContactsNew-Contacts Filter: John Smith <j.smith@company.dom> [@] Jim Gray <jim@noc.dom> [Network engineers in the South]

Select the information source from the pop-up menu and click Display to open the Address Book panel. Click the Close button to close the panel.

Select one or several Address Book elements and click the To/Cc/Bcc button to add the selected addresses to the mail message or the meeting request you are composing. Click the Add to Group button to add the selected addresses to the Contact Group Item you are composing.

If an Address Book element is a group, it is displayed in brackets ([name]). When you add a group to the message or the Contacts Group you are composing, all group elements are added.

An Address Book element containing a Certificate has the [@] marker. You can send encrypted messages to those recipients.

To add an element to the opened Address Book, type the E-mail address (with an optional real name or comment) in the text field, and click the Add New button.

To remove elements from the opened Address Book, select them and click the Delete button.

DataSet Address Books

DataSet Address Books are implemented as "subdictionaries" of the Account DataSet. These Address Books are quite simple, and they can store only the E-mail, Real Name and the Certificate information. Because of the dictionary-based design, these Address Books become ineffective if they contain more than 100-500 records.

Directory Address Books

Directory Address Books allow you to search the CommuniGate Pro Directory, including all its Local and Remote Units.

To create a Directory Address Book, open the Settings page:

Directory Address Books
Name Search Base

Enter the Directory Address Book name and the Search Base (Search DN) into the last empty fields, and click the Update button.

The special $domain$ Search Base is converted into the DN of the Directory record created for your CommuniGate Pro Domain. You can use the special top Search base to search the entire Directory tree.

To remove a Directory Address Book, delete its name and click the Update button.

Contacts and Address Book Settings

The Settings pages allow you to specify various Contacts and Address Books options.

You can specify the name of your Main Contacts mailbox:

Main Contacts Mailbox: default(Contacts)ContactsNew Contacts

When you use the File vCard operation, the vCard is stored in your Main Contacts mailbox.

You can specify the name of your Main Address Book:

Main Address Book: [addressbook](My Domain)ContactsNew Contacts

The Address Book panel displays the Current Address Book. When you login, the Main Address Book is used as the Current Address Book. When you select a different Address Book in that panel, it becomes the Current Address Book.

The Current Address Book is used:

• to store data when you use the Take Address and Take Certificate operations
• to look for recipient Certificates when you are sending an encrypted message

Importing and Exporting Contacts Data

To import Contacts (vCard) data into a Contacts-type mailbox, open its Folder Management page. The page contains the Import Contacts Data control:

Export VCard 2.1 Data Export VCard 3.0 Data

Use the Browse button to select a text file with vCard data, and click the Import vCard Data button.

If there is an error in text file format, the error message is displayed indicating the text line that caused the problem, and no data is imported (even if some vCard data elements were parsed without errors).

To export calendaring data in the old (2.1) or new (3.0) vCard format, click one of the Export vCard Data links.