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KB05081901 Working with Contacts & Address Books

Mailtraq provides two contact services:

Directory and LDAP

Directory

The Directory provided in the Mailtraq Console gives access to the Global Address Book, and to the individual Personal Address Books for each User.

LDAP

Lightweight Directory Access Protocol (LDAP) may be installed as an optional service in the Mailtraq Console Directory. LDAP provides a searchable list of contacts and is mostly used in large organizations or when contact lists hold very large numbers of entries. Users must search for contact information rather than having it displayed. 
Read about setting up here.

 Working in the Console

Importance of User Privileges

Console Access – if you have Console access then you have direct access to the Directory and all Address Books. Addresses can be added, deleted and edited from within the Console, at (Options | Directory)

If a User has System Administrator Privileges (Console | [user] | Properties | Privileges) then they will be able to make changes to the Global Address Book from their webmail account and from their Mailtraq Outlook Synchronizer (MOS).
Care needs to be taken in assigning Administrator Privileges to users to avoid inappropriate actions from degrading the contact lists.

 

User Directory Entry

 

 

Each user created in the Console can have a full Directory entry entered for them.

 

Select the User in the left-pane tree view within the Console.

 

Right-click, select Properties and then the Directory-tab.

 

 

Address Book Directory

The Address Book Directory enables the addition of details for Contacts either one at a time or imported from an external file. Lists may be imported from Outlook, Outlook Express; with standard LDAP field mapping or from a custom csv file.

Configuration Tip: If you have a large contact base that you wish to share with other Mailtraq users, then the Import function of the Address Book Directory is the best way to do this.
The most common scenario is to export a contact list from Outlook as a csv file, and then import it to the Mailtraq Global Address Book. Subsequent updating can either be done from the Console, via Webmail, directly from Mailtraq Assistant or by synchronization with Outlook using Mailtraq Assistant as described below.

Each User is provided with a Personal Address Book. This address book can be accessed by the User from Webmail and from MOS.

The System Administrator can also provide each User with an unlimited number of additional Personal Address Books - any of which can be shared on a user-by-user basis, and on a read-only or read-write basis.

Personal Address Books can also be shared with everyone which allows the creation of an unlimited number of custom 'global address books'.


Working with Webmail

Users can access the Address Books from the Webmail | Contacts section.

Webmail gives standard Users access to a read-only view of the Global Address Book, read-write access to their Personal Address Books and any shared address books that they have permission to access.

Webmail users with 'system administrative privileges' (see above) can update the Global Address Book from 'Webmail | Contacts'; without these privileges Users can only edit their PABs.

Webmail also gives access to the 'Local Directory'. The Local Directory is a read-only listing of local users who are visible to other users.

Working with Outlook 'Contacts'


Sharing
The Mailtraq Administrator can share an Outlook Contact list with other users by exporting the Contact list from Outlook and then Importing it to either the Global Address Book or to another shared address book.

Synchronizing
You can keep your Mailtraq and Outlook contact lists synchronized by using MOS (Mailtraq Outlook Synchronizer).   Read more ...


 

Name changes:

Mailtraq 2.7 introduced a new naming convention for directory objects. Users of earlier versions of Mailtraq will see the following changes:

In the Console

Global Address Book = Global Address Book

In Mailtraq Assistant

Global Contact List  ->  Global Address Book

My Contacts  ->  Personal Address Book

In Webmail

Shared Address Book -> Global Address Book

Personal Contact List  ->  Personal Address Book


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