Contacts from Microsoft Exchange

Concept

The pascom Microsoft Exchange Connector provides you with the option for synchronizing public, personal and shared Exchange Address Books with your pascom PBX server based telephone books.

Microsoft Exchange is also supported when using a hosted Office 365.

Public Address Books

pascom phone systems connect to the Exchange Server via a pascom Exchange User specially created for this purpose. The Connector recursively searches through all public folders for address books, which it then automatically synchronizes with the pascom PBX company phone book.

Should you wish to not sync specific address books, simply revoke the pascom Exchange user’s read permissions for these address books.

Personal Address Books

The connector also searches for personal address books belonging to an Exchange user and synchronizes these with the corresponding pascom phone system user’s personal address book.

This function can be used in 2 ways:

Impersonation type: username@domain.

• Username in pascom and Exchange must be identical.
• The pascom Exchange user must have the Impersonation right.
• Example: mmustermann@pascom.onmicrosoft.com

Impersonation type: Email

• User assignment is based on the mail address (“Voicemail Email” in basic user data).
• If this mail address is not set for a user, a fallback to the above type is done.

Standard Field Mapping

The field mapping can be completely modified / adapted as required. As standard, field mapping is preset as follows:

Configuration

Microsoft Exchange

As stated above, the pascom Connector requires its own Exchange User. To do this, simply add a new user with the name (for example) pascom.

Next, ensure that the pascom user has read permissions for all relevant public folders.

Should you wish to synchronize personal address books, then also assign the pascom user with the role Impersonation. Further instructions on how to do this can be found here.

Create Connector Profile

To create a new connect profile, open the pascom PBX web UI and navigate to Settings > Connector > Add.

Search for the template Exchange Contacts and click Select . The following data will then be requested:

The pascom PBX will then try to automatically establish the Exchange User’s domain and URL using the entered e-mail address. This will only function when the DNS server and domain structure (e.g. by Office365) are correctly setup.

Should the process fail, you can add the Domain and URL manually:

Import Simulation & start data import

By clicking on Save and simulate you start a test import and you will get the first 500 data records.

If you are satisfied with the result you can click Action to perform the data import completely.

Adapt Field Mapping (Optional)

Within the Connector profile, you can modify the pascom > Exchange field mapping via the Variables and Structure tabs.

For example, should you want to save the contact’s website address within the notes field of the pascom Telephone Book, this can be done as follows:

Go to the Variables tab and via the Add button, paste the following line:

Through this modification, the Connector will save the content of the Exchange field “BusinessHomePage” in the identically named Variable “BusinessHomePage”.

This variable muss now be assigned to a pascom field via the Structure tab.

To do this simply add the following line

  "028pho_notes" :        "{{{BusinessHomePage}}}",

to the structure:

  {
    "phonebook": [{
      "028pho_bez" :            "{{{DisplayName}}}",
      "028pho_phone" :          "{{{PhoneNumbers_BusinessPhone}}}",
      "028pho_firstname" :      "{{{GivenName}}}",
      "028pho_lastname" :       "{{{Surname}}}",
      "028pho_organisation" :   "{{{CompanyName}}}",
      "028pho_email" :          "{{{EmailAddresses_EmailAddress1}}}",
      "028pho_mobile" :         "{{{PhoneNumbers_MobilePhone}}}",
      "028pho_homephone" :      "{{{PhoneNumbers_HomePhone}}}",
      "028pho_fax" :            "{{{PhoneNumbers_BusinessFax}}}",
      "028pho_notes" :          "{{{BusinessHomePage}}}",
      "011acc_id":              "{{{local_id}}}"
    }]
  }

This will assign the variable BusinessHomePage to the pascom Telephone Book 028pho_notes field.

Available Exchange Fields

• DisplayName
• Initials
• GivenName
• Surname
• MiddleName
• NickName
• CompleteName
• Birthday
• Generation
• CompanyName
• JobTitle
• Department
• OfficeLocation
• BusinessHomePage
• PostalAddressIndex
• SpouseName
• WeddingAnniversary
• FileAs
• FileAsMapping
• PhoneNumbers_AssistantPhone
• PhoneNumbers_BusinessFax
• PhoneNumbers_BusinessPhone
• PhoneNumbers_BusinessPhone2
• PhoneNumbers_CompanyMainPhone
• PhoneNumbers_HomeFax
• PhoneNumbers_HomePhone
• PhoneNumbers_HomePhone2
• PhoneNumbers_MobilePhone
• PhoneNumbers_OtherFax
• PhoneNumbers_OtherTelephone
• PhoneNumbers_Pager
• PhoneNumbers_RadioPhone
• EmailAddresses_EmailAddress1
• EmailAddresses_EmailAddress2
• EmailAddresses_EmailAddress3
• PhysicalAddresses_Home
• PhysicalAddresses_Business
• PhysicalAddresses_Other
• ImAddresses_ImAddress1
• ImAddresses_ImAddress2
• ImAddresses_ImAddress3

Available pascom Fields

Using Labels (Optional)

pascom Labels can be used to display additional information from the Exchange within the pascom Company Phonebook.

In this example, we will save Exchange contact’s work department using the label Department. This label will then not only be visible in the telephone book, but also in the call history logs as well as various additional caller information masks.

Add Labels

To add a label, navigate to ACD > Call Labels and click on the Add button.

Select the option Generic Label, enter Department as the label name and then click Save.

Apply all outstanding jobs in order to complete the Label addition process.

Modify a Connector Profile

Go to the Variables tab and via the Add button, paste the following line:

Through this modification, the Connector will save the content of the Exchange field “Department” in the identically named Variable “Department”.

This variable muss now be assigned to a pascom field via the Structure tab.

To do this simply add the following line:

  "post": {
              "phonebook.phonebooklabel": [
                  {
                      "050lab_bez": "Department",
                      "028050pholab_value": "{{{Department}}}"
                  }
              ]
  }

to the Structure:

  {
    "phonebook": [{
      "028pho_bez" :          "{{{DisplayName}}}",
      "028pho_phone" :        "{{{PhoneNumbers_BusinessPhone}}}",
      "028pho_firstname" :    "{{{GivenName}}}",
      "028pho_lastname" :     "{{{Surname}}}",
      "028pho_organisation" : "{{{CompanyName}}}",
      "028pho_email" :        "{{{EmailAddresses_EmailAddress1}}}",
      "028pho_mobile" :       "{{{PhoneNumbers_MobilePhone}}}",
      "028pho_homephone" :    "{{{PhoneNumbers_HomePhone}}}",
      "028pho_fax" :          "{{{PhoneNumbers_BusinessFax}}}",
      "028pho_notes" :        "{{{BusinessHomePage}}}",
      "011acc_id":            "{{{local_id}}}",
      "post": {
              "phonebook.phonebooklabel": [
                  {
                      "050lab_bez": "Department",
                      "028050pholab_value": "{{{Department}}}"
                  }
              ]
      }

    }]
  }

This will assign all Exchange contacts with an entered department value with the Call Label Department and corresponding value.

Check Results

To check whether the label assignment has been successful, go to the pascom PBX Web-UI menu options Users > Phonebook. Select and Edit an appropriate user and check whether the assignment was successful under the Labels tab. Alternatively, you can check your results by accessing the Company Phonebook via the pascom Desktop Client.