Create address book
Address book data can be read from an external source. Alternatively, you could insert an internal address book, see (Internal address books). To add an address book that contains external data, proceed as follows.
Open Web Administration
To open the web administration, enter http://<hostname>/webadmin in the web browser (where hostname corresponds to the server on which IQ4docs WebAdmin was installed).
Open address books
In the menu in the Web Administration, click Address Books > Address Book Import.
Create address book
Click the Create Address Book button. Then select the desired address book type.
Exchange address book
With an Exchange address book, it is possible to provide users with their own contacts on the device, which they can maintain themselves in Microsoft Outlook.
Exchange settings
| Field | Description |
|---|---|
| Address book | Descriptive, arbitrary name of the address book which is displayed in the list view. |
| Hostname | Hostname or IP address of the exchange server. |
| User | Specify the account name with which you want to authenticate on the Exchange server (impersonation role required). |
| Password | The password of the user specified under User for logging in to the Exchange server. |
| URL | URL of the Exchange server (e.g. https://exchange.company.com/EWS/Exchange.asmx). |
User assignments
You can also make the address book available only to certain user groups. To do this, first deactivate the option Assign this address book to all users.
Department Assignment
Under Departments, select the desired departments from the list (you can also search for departments by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User assignment
Under Users, select the desired users from the list (you can also search for users by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User keyword assignment
You can also make the assignment to the user via a keyword. To do so, enter any user keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all users who are to be authorized for use, see User List. You can also import keywords from a directory service as a group membership; the name of the group automatically becomes a keyword.
If you specify several keywords here, one of these keywords is sufficient for the user to obtain access to the workflow.
Device Assignments
You can also make the address book available only on certain devices or in device groups that are defined by keywords. To do so, first deactivate the option Assign this address book to all devices.
Device assignment
Under Devices, select the desired devices from the list (you can also search for devices by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
Device keyword assignment
You can also make the assignment to the device via a keyword. To do so, enter any keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all devices that are to be authorized for use, see Device List.
If you specify several keywords here, one of these keywords is sufficient for the device to obtain access to the workflow.
MSAD address book
For a Microsoft Active Directory address book, specify the following data (the usual attributes for the fields or object filters are already preset)
LDAP settings
| Field | Description |
|---|---|
| Address book | Descriptive, arbitrary name of the address book which is displayed in the list view. |
| Hostname | Hostname or IP address of the exchange server. |
| Port | Specify the TCP/IP port used by your directory service. The default connection is established via port 389. For SSL encrypted transmission, use port 686. For encrypted transmission, the directory service must be set up accordingly and the SSL encryption option must be activated. |
| User | Specify the account name with which you want to authenticate on the Exchange server (impersonation role required). |
| Password | The password of the user specified under User to log in to the LDAP server. |
Search base
| Field | Description |
|---|---|
| Search base | The search base is the entry point into the directory structure under which the addresses are searched. |
| Object filter | You can use filters to influence which data records are read from the directory. Set a filter that only reads data records that are relevant for IQ4docs from the directory to minimize resource consumption and reduce the number of addresses displayed on the device to only what is necessary. Example: (&(objectCategory=person)(objectClass=user)) With Microsoft Active Directory as the directory service, this filter only selects objects that are a person and have been created as a user in the directory. |
Attributes
In this section, specify the field names in the directory service that are to be used for Displayed Name, Fax Number, and E-mail.
| Field | Description |
|---|---|
| Name displayed | Field name in the directory service that contains the value for the display name (for example, cn or uid) |
| Fax Number | Field name in the directory service that contains the value for the fax number (e.g. FacsimileTelephoneNumber) |
| Field name in the directory service that contains the value for the e-mail address (e.g. mail) |
User assignments
You can also make the address book available only to certain user groups. To do this, first deactivate the option Assign this address book to all users.
Department Assignment
Under Departments, select the desired departments from the list (you can also search for departments by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User assignment
Under Users, select the desired users from the list (you can also search for users by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User keyword assignment
You can also make the assignment to the user via a keyword. To do so, enter any user keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all users who are to be authorized for use, see User List. You can also import keywords from a directory service as a group membership; the name of the group automatically becomes a keyword.
If you specify several keywords here, one of these keywords is sufficient for the user to obtain access to the workflow.
Device Assignments
You can also make the address book available only on certain devices or in device groups that are defined by keywords. To do so, first deactivate the option Assign this address book to all devices.
Device assignment
Under Devices, select the desired devices from the list (you can also search for devices by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
Device keyword assignment
You can also make the assignment to the device via a keyword. To do so, enter any keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all devices that are to be authorized for use, see Device List.
If you specify several keywords here, one of these keywords is sufficient for the device to obtain access to the workflow.
NDS address book
For a Novell directory service address book (e.g. also OpenOffice), enter the following data (the usual attributes for the fields or object filters are already preset)
LDAP settings
| Field | Description |
|---|---|
| Address book | Descriptive, arbitrary name of the address book which is displayed in the list view. |
| Hostname | Hostname or IP address of the exchange server. |
| Port | Specify the TCP/IP port used by your directory service. The default connection is established via port 389. For SSL encrypted transmission, use port 686. For encrypted transmission, the directory service must be set up accordingly and the SSL encryption option must be activated. |
| User | Specify the account name with which you want to authenticate on the Exchange server (impersonation role required). |
| Password | The password of the user specified under User to log in to the LDAP server. |
Search base
| Field | Description |
|---|---|
| Search base | The search base is the entry point into the directory structure under which the addresses are searched. |
| Object filter | You can use filters to influence which data records are read from the directory. Set a filter that only reads data records that are relevant for IQ4docs from the directory to minimize resource consumption and reduce the number of addresses displayed on the device to only what is necessary. Example: (&(objectCategory=person)(objectClass=user)) With Microsoft Active Directory as the directory service, this filter only selects objects that are a person and have been created as a user in the directory. |
Attributes
In this section, specify the field names in the directory service that are to be used for Displayed Name, Fax Number, and E-mail.
| Field | Description |
|---|---|
| Name displayed | Field name in the directory service that contains the value for the display name (for example, cn or uid) |
| Fax Number | Field name in the directory service that contains the value for the fax number (e.g. FacsimileTelephoneNumber) |
| Field name in the directory service that contains the value for the e-mail address (e.g. mail) |
User assignments
You can also make the address book available only to certain user groups. To do this, first deactivate the option Assign this address book to all users.
Department Assignment
Under Departments, select the desired departments from the list (you can also search for departments by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User assignment
Under Users, select the desired users from the list (you can also search for users by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
User keyword assignment
You can also make the assignment to the user via a keyword. To do so, enter any user keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all users who are to be authorized for use, see User List. You can also import keywords from a directory service as a group membership; the name of the group automatically becomes a keyword.
If you specify several keywords here, one of these keywords is sufficient for the user to obtain access to the workflow.
Device Assignments
You can also make the address book available only on certain devices or in device groups that are defined by keywords. To do so, first deactivate the option Assign this address book to all devices.
Device assignment
Under Devices, select the desired devices from the list (you can also search for devices by entering their initial letters). Confirm the selection with Return (a color-coded list entry is created).
Device keyword assignment
You can also make the assignment to the device via a keyword. To do so, enter any keyword in the Keywords field. Confirm the entry with Return (a color-coded list entry is created).
Give the same keyword to all devices that are to be authorized for use, see Device List.
If you specify several keywords here, one of these keywords is sufficient for the device to obtain access to the workflow.