<![CDATA[Vytru - Contacts Manager Knowledge Base]]>

<![CDATA[Vytru - Contacts Manager Knowledge Base]]>Wed, 05 Apr 2023 22:21:13 -0700Weebly<![CDATA[How to add contacts by phone numbers and display them in Lync client by display name?]]>Tue, 23 Feb 2016 11:41:28 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-add-contacts-by-phone-numbers-and-display-them-in-lync-client-by-display-nameThis guide will show you how to add contacts by phone numbers and display it in Lync client by display name.

To get started,

Create a new contact in Active Directory.

2. Type First, Last and Display name.

3. Type Telephone number.

4. Get back to Contacts Manager console and add the Contact with the same name and number to the desired group and then populate the contact list.
e.g. Name: Dorothy Acevedo & SIP URI: tel:+1-202-555-0114

Note: Please make sure to add Contacts in the same way you have added them in the AD for Example (Dorthy Acevedo) shouldn’t be added (dorthy avecedo).

5. Open Lync Client.

Note: If the contacts are still display as phone number not display name, please wait for around 12 hours for the synchronization with the AD to be done, or update the address book from the Lync Server by below commands:

Update-CsUserDatabase
Update-CsAddressBook

]]><![CDATA[How to request a certificate for Contacts Manager manually?]]>Fri, 19 Jun 2015 19:16:58 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-request-a-certificate-for-contacts-manager-manuallyThis guide will show you how to request certificate for your Contacts Manager's machine manually.

Note: You must be logged in as administrator to perform these steps.

To get started,

Click Start, click Run, type mmc in the Open text box, and then click OK.
In the Add or Remove Snap-in dialog box, select Certificates, and then click Add.
On the Certificates snap-in page, select Computer account, and then click Next.
On the Select Computer page, select Local computer, and then click Finish.
In the Add or Remove Snap-in dialog box, click OK.
In the console tree, expand the Certificates (Local Computer) node, expand Personal, click Certificates.
On the Action menu, point to All Tasks, and then click Request New Certificate.

On Certificate Enrollment wizard. Click Next.

On Select Certificate Enrollment Policy Wizard, Click Next.

Select the certificate type as Computer, and then click Properties.

Choose Subject Name type as Common Name, type FQDN of Contacts Manager's machine e.g. pc.test.com, click Add, and then click OK.

Set the friendly name to "FQDN pool" e.g. pc.test.com pool, and then click OK.

Click Enroll.

Click Finish.

I already have a certificate and I need to use it with Contacts Manager, Is that possible?

]]><![CDATA[How to add external contacts to a contact list of Contacts Manager?]]>Fri, 19 Jun 2015 19:01:38 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-add-external-contacts-to-a-contact-list-of-contacts-managerThis guide will show you how to add external contacts or federated users to your contact list of Contacts from external domains.

We will describe two scenarios as following:

A. Import external contacts one by one.
B. Import bulk of external contacts.

To get started,

In Scenario A:

Right-click group you want to add external contact to e.g. "Financial", and then click Create New Contact.

In the Name text box type the external contact name e.g. "John Smith", and in the SIP URI text box type the external contact SIP address e.g. "sip:john.smith@abs.com", and then click Create.

Note: SIP URI must start with sip:

Now as you see, external contact "John Smith" is added sucessfully to group "Financial"

You can add more external contacts in the same way and populate them to your Assigned Users.

In Scenario B:

Create new text file and change its extension to CSV.
Open this file with MS Excel.
Fill the file as below screenshot.

Click Save and name it e.g. "external-users.csv"
Open Contacts Manager application.
Right-click All Contact Lists, and then click Create

In the Name text box type a contact list name e.g. "External" as below screenshot.

In the console tree, expand the "External" contact list node, right click Contact List, click Import Contact List.

Choose CSV file you want to import e.g. "External-Users.csv", and click Open.

Now file is imported successfully to Contacts Manager.

Now as you see, the groups in CSV file are shown under "External" contact list.

You can copy or move imported groups to other contact lists.

]]><![CDATA[How to upgrade my legacy version of Contacts Manager to version 4.0?]]>Fri, 19 Jun 2015 18:50:36 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-upgrade-my-legacy-version-of-contacts-manager-to-version-40To upgrade your legacy version of Contacts Manager to version 4.0, you have to follow the below steps:

Open Contacts Manager console.
Right-click All Contacts Lists Node.
Select backup, and choose where to save your backup file, and then click ok.
Open Control Panel.
Open Programs and Features.
Uninstall Contacts Manager.
Refer to the following guide to install Contacts Manager version 4.0 Contacts Manager version 4.0 installation guide.
After you succrssfully install Contacts Manager version 4.0, Right-click All Contact Lists Node, select Restore, and choose your backup file, and then click ok.

Note: Contacts Manager version 4.0 must be installed on a physical or virtual machine that join domain and that doesn't hold any Lync Server or Active Directory role.

How to uninstall Contacts Manager version 4.0 then reinstall it without losing my configuration?

]]><![CDATA[What are the prerequisites for Contacts Manager for Lync Online?]]>Fri, 19 Jun 2015 18:48:24 GMThttp://www.vytru.com/contacts-manager-knowledge-base/what-are-the-prerequisites-for-contacts-manager-for-lync-onlineThis guide will show you all prerequisites of Contacts Manager for Lync Online.

Does Contacts Manager for Lync Online support all Office365 environments?
No, Contacts Manager for Lync Online only supports Office365 environment with the following characteristics:

Lync Client 2013.
Lync Online & Exchange Online.
Lync users are UCS.

How to verify if my users are enabled for UCS?

Press and hold Ctrl key on the keyboard and right-click the Lync client tray icon on windows task bar.

Click Configuration Information.

Look for the Contact List Provider line. UCS should appear.

Now after you have verified that users are enabled for UCS. We need to do some configuration from tenant side.

Sign in Microsoft Portal with Office365 admin account.
Go to the Exchange Admin section:

Click dashboard, and then admin roles.

Select Discovery Management role, and then click edit.

On the "Discovery Management" screen, in "Roles" section, click add (+ button).

On "Select a Role" page, select "ApplicationImpersonation", and click add, and then click ok

On the "Discovery Management" screen, in "Members" section, click add (+ button).

On "Select Members" page, select "Mohamed", and click add, and then click ok.

Note: Mohamed is the admin account and is the account that I will use when preparing Contacts Manager for Lync Online.

Click Save.

Now the configuration from Office365 tenant side is done and you can start using Contacts Manager for Lync online

]]><![CDATA[How to uninstall Contacts Manager version 4.0 then reinstall it without losing my configuration?]]>Fri, 19 Jun 2015 18:38:39 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-uninstall-contacts-manager-version-40-then-reinstall-it-without-losing-my-configurationThis guide will show you how to uninstall Contacts Manager version 4.0 then reinstall it without losing your configuration.

Let's get started,

Open Contacts Manager console.
Right-click All Contact Lists Node, In the menu that appears, choose Backup.

Give a name to the backup file, and navigate to the location where you want to save it, and then click Save.

Popup meesage will appear that backup is taken successfully.

Close Contacts Manager console.
Click Start button
Click Control Panel.
Click Programs and Features.
Click Contacts Manager, and then click uninstall.
Click CM Configuration, and then click uninstall.
Re-install Contacts Manager.
After installation completed, open Contacts Manager console.
Right-click All Contact Lists Node, In the menu that appears, choose Restore.

Navigate to the location of th file you want to restore, and select it, and then click ok.

Popup meesage will appear that Restore operation is completed successfully.

After you restart Contacts Manager, you will find all your contact lists in Contacts Manager console.

How to upgrade my legacy version of Contacts Manager to version 4.0?

]]><![CDATA[Contacts Manager failed to "Create Trust Application", What should I do?]]>Fri, 19 Jun 2015 18:30:10 GMThttp://www.vytru.com/contacts-manager-knowledge-base/contacts-manager-failed-to-create-trust-application-what-should-i-doThis guide will show you how to Create Trust Application manually.

Check that you install Contacts Manager version 4.0 on a physical or virtual machine that join domain and that doesn't hold any Lync Server or Active Directory role.

Create trust application manually by following the below steps:

Open Lync & Skypeforbusiness Server Management Shell then run below commands.
New-CSTrustedApplicationPool -Identity FQDN -Site Site-Id
New-CSTrustedApplication -Identity FQDN/urn:application:contactsmanager51817 -Port 61817
Enable-CSTopology

After successfully run the above commands re-run Contacts Manager setup again and you will find that create trust application is succeeded.

Note:
FQDN = FQDN of Contacts Manager's Machine
Site-Id = You can get site id by running Get-CSsite in Lync & Skype4b Server Management Shell

Here's How to Request Certificate Manually For Contacts Manager.

]]><![CDATA[I already have a certificate and I need to use it with Contacts Manager, Is that possible?]]>Fri, 19 Jun 2015 18:24:19 GMThttp://www.vytru.com/contacts-manager-knowledge-base/i-already-have-a-certificate-and-i-need-to-use-it-with-contacts-manager-is-that-possibleIt is possible to use an existing certificate for Contacts Manager in case these conditions are met:

Certificate type is computer not user.
Certificate is issued to FQDN of the machine that hosts Contacts Manager.

Note: Certificate could be issued to "*.domain.com" e.g. "*.vytru.demo".

Friendly Name of the certificate is "FQDN Pool" e.g. "server.vytru.demo pool"

Note: Friendly Name can be configured for an existing certificate by Right-click the certificate, select Properties, and then in theFriendly Name text box type "FQDN Pool" e.g. "server.vytru.demo pool"

How to request a certificate for Contacts Manager manually?

]]><![CDATA[Do you still provide support for Contacts Manager version 3?]]>Thu, 18 Jun 2015 21:18:49 GMThttp://www.vytru.com/contacts-manager-knowledge-base/do-you-still-provide-support-for-contacts-manager-version-3Contacts Manager version 3 support has ended.

We will no longer provide updates or technical support for Contacts Manager version 3.

What are my options?

Option 1: Keep using Contacts Manager version 3.

- No updates.
- No technical support.

Option 2: Start using Contacts Manager version 4.

- You can find more information about version 4 here.
- You can download free trial version from here.
- You can upgrade your Contacts Manager version 3 to version 4 by following this guide.

It’s time for us to look ahead so we can create better products for you and all our customers.

]]><![CDATA[How to filter Active Directory Users in Contacts Manager v 4.0?]]>Thu, 18 Jun 2015 20:34:55 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-filter-active-directory-users-in-contacts-manager-v-40This guide will show you how to filter Active Directory users in Contacts Manager version 4.0.

Let's get started,

Expand Active Directory Domains Node.
Click domain you want to filter i.e. Vytru.Demo
Click Filter By in the Actions menu, and then click Name.

Type Name you want to filter by in "User Name" text box i.e. "Agustin"

Now the user with Name in filter by window will be shown in the results window.

Click Filter By in the Actions menu, and then click SIP.

Type SIP Address in "SIP" text box i.e. "sip:adolfo.snow@vytru.demo"

Now the user with SIP Address in filter by window will be shown in the results window.

Click Filter By in the Actions menu, and then click Department.

Type department you need to filter by in Department text box i.e. "IT"

Now the users with department in filter by window will be shown in the results window.

Click Filter By in the Actions menu, and then click UPN.

Type UPN in UPN text box i.e. "Adina.shull@vytru.demo"

Now the user with UPN in filter by window will be shown in the results window.

Click Filter By in the Actions menu, and then click Job Title.

Type Job Title you need to filter by in Job Title text box i.e. "Operations Manager"

Now the users with job title in filter by window will be shown in the results window.

]]><![CDATA[What are system requirements for Contacts Manager v 4.0?]]>Thu, 18 Jun 2015 20:20:10 GMThttp://www.vytru.com/contacts-manager-knowledge-base/what-are-system-requirements-for-contacts-manager-v-40This guide will show you system requirements for Contacts Manager v 4.0

Contacts Manager version 4.0 can be installed on the following operating systems:

Windows 8
Windows 8.1
Windows Server 2012
Windows Server 2012 R2

System Requirements
Contacts Manager version 4.0 can be installed in a physical or virtual machine that join an Active Directory domain and that doesn't hold any Lync Server or Active Directory role.

Permissions

In case of On-Premises environment:

The User must be a member of the following groups:
- Domain Admins
- RTCUniversalServerAdmins
- RTCComponentUniversalServices
- Organization Management (in case of UCS).

In case of Office 365 environment:

The User must be a member of the following groups:
- Domain Admins
- Impersonate portal admin account to exchange, you can review the following support guide.

]]><![CDATA[How do I install Contacts Manager version 4.0?]]>Thu, 18 Jun 2015 20:07:55 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-do-i-install-contacts-manager-version-40Follow this guide for how to install Contacts Manager version 4.0

Contacts Manager V 4.0 Installation Guide

]]><![CDATA[How to setup Contacts Manager version 4.0 for UCS users?]]>Thu, 18 Jun 2015 20:04:42 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-setup-contacts-manager-version-40-for-ucs-usersThis guide will show you how to setup Contacts Manager version 4.0 for UCS users.

Right-click UCS user e.g. "Barry Ramos", choose Populate from the menu, pop up windows will appear, click Yes.
After you confirm that you want to populate, click Auto Discover in FormUCSInfo.

After Contacts Manager displays EWS URL, click Save
After you click Save, FormUCSInfo will disappear, and Contacts Manager will successfully populate contact list to the user.

Contacts Manager failed to save. What should i do ?

Sometimes Contacts Manager displays "Failed" when click Save as the below Figure. In such a case we do some configuration manual.

Navigate to "C:\Program Files\Vytru\Contacts Manager\Parameters.xml", right-click parameters file, and click edit, and then type your EWS URL as below figure.

Once finished, click exit and save.
Log on to Exchange CAS server.
Run Exchange Management Shell with account member of Organization Management group.
Run the following command as below figure:

New-ManagementRoleAssignment –Name CM-Server –Role ApplicationImpersonation –Computer Server

Important:

This topic uses example values such as Server. Replace the example values with ComputerName of machine that hosts Contacts Manager in your organization.
Server in the above command exists two times once after CM- and once after Computer. you should replace it in the two places.

Restart Contacts Manager.
Right-click UCS user e.g. "Barry Ramos", choose Populate from the menu, pop up windows will appear, click Yes.

After populating operation completed, result window will appear with success state.

To verify that you've successfully setup Contacts Manager for UCS, In Lync client main window, click file, click sign out, click sign in, and then check contact list of UCS user. you will see that contact list is populated successfully.

]]><![CDATA[How to update license for Contacts Manager v 4.0?]]>Thu, 18 Jun 2015 18:50:01 GMThttp://www.vytru.com/contacts-manager-knowledge-base/how-to-update-license-for-contacts-manager-v-40This guide will show you how to upgrade your license for Contacts Manager version 4.0

Open Contacts Manager console.
In Contacts Manager Initialization Wizard, Click Update.

Copy your license code to clipboard and paste it to text box Enter your license code

Click OK to activate your new license code

Now new license is activated successfully.

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