Sync Exchange 2010 contacts to SQL 2008 database contacts
Greetings: We have Exchange 2010 running but are unable to use as we need to synchronize contacts from a CRM (Deltek Vision 6.1) to users contacts folder. At present, Deltek has a modified version of Nokia Intellisync that does this for Exchange 2003/2007 but this does not work for 2010. Support for the older version of Intellisync is also ending. The data is store on a SQL 2008 database. The database structure is well documented. What is needed is - A user in the CRM is associated with a contact at a company. Typically, this means someone is working on a project for that company and needs those contacts. At present, the Intellisync server identifies the change and that contact info is sync'd to Exchange Contacts. This is a one way process and changes made in the contact folder do not get sync's back to the CRM. Intellisync runs on a separate server We have seen several applications that are Outlook add-ins that can do this but that means Outlook must be running to have the sync and this means users with BlackBerry devices won’t get a contact until the add-in has run a sync. This is problematic for user in the field that have limited access other than BB. The conatct info is often critical to their work in the field We have seen others posting in various forms looking for similar but no real answers. Any suggestions much appreciated. Dave
October 21st, 2010 11:10am

This is, believe it or not, an Active Directory question. The data you seek should not be inside Exchange at all. Whilst you might have it in the Contacts folder of some random or resource mailbox or public folder, that's not the place for it. You can, and many do, programmatically harvest data, using LDAP, from Active Directory, make changes to it and then push it back in. Better yet is not to do the harvesting at all and leave it all where it is and reference it only. Changes can still be written but you are not regularly pulling the records down. That's more efficient. Is that on the cards or do you have to keep this stuff in some Contacts folder inside a mailbox or PF? "Stig123" wrote in message news:1b32dad2-1f4b-4e18-a33a-82a35ff06ca6... Greetings: We have Exchange 2010 running but are unable to use as we need to synchronize contacts from a CRM (Deltek Vision 6.1) to users contacts folder. At present, Deltek has a modified version of Nokia Intellisync that does this for Exchange 2003/2007 but this does not work for 2010. Support for the older version of Intellisync is also ending. The data is store on a SQL 2008 database. The database structure is well documented. What is needed is - A user in the CRM is associated with a contact at a company. Typically, this means someone is working on a project for that company and needs those contacts. At present, the Intellisync server identifies the change and that contact info is sync'd to Exchange Contacts. This is a one way process and changes made in the contact folder do not get sync's back to the CRM. Intellisync runs on a separate server We have seen several applications that are Outlook add-ins that can do this but that means Outlook must be running to have the sync and this means users with BlackBerry devices wont get a contact until the add-in has run a sync. This is problematic for user in the field that have limited access other than BB. The conatct info is often critical to their work in the field We have seen others posting in various forms looking for similar but no real answers. Any suggestions much appreciated. DaveMark Arnold, Exchange MVP.
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October 21st, 2010 12:17pm

Thanks for the reply: The contact info must appear in the users contacts folder(as it does now) Since the needed info resides only in the Deltek Vision 6.1 SQL 2008 DB and not in AD, I do not understand how we could harvest anything from AD. The changes to the record in Deltek happen often as staff are associated with projects. This means that the one way sync happens often. About every 30 minutes right now with Exchange 2003 and the existing Intellisync app. This means that BlackBerry Enterprise Server or BIS can send the sync'd contacts to the user Blackberry. If I am missing something please let me know. Dave
October 21st, 2010 1:44pm

I see. Done properly you would have integration between your CRM system and Active Directory. In your case that's not an option since your CRM software does not talk to AD and cannot (yet, one assumes) directly talk to mailboxes inside Exchange 2010 stores. I wouldn't have allowed you to upgrade to 2010 because the gap analysis would have kicked up a gate-stop. Now that you have fully explained the process and your constraints I can't help you. With any luck someone else will read through this fuller picture and be able to craft you some workaround until the CRM package gets updated - either to talk to AD so you can use the GAL or use the CAS to get into a mailbox. Sorry. "Stig123" wrote in message news:d1c68068-82ad-4e5c-903f-356919c96408... Thanks for the reply: The contact info must appear in the users contacts folder(as it does now) Since the needed info resides only in the Deltek Vision 6.1 SQL 2008 DB and not in AD, I do not understand how we could harvest anything from AD. The changes to the record in Deltek happen often as staff are associated with projects. This means that the one way sync happens often. About every 30 minutes right now with Exchange 2003 and the existing Intellisync app. This means that BlackBerry Enterprise Server or BIS can send the sync'd contacts to the user Blackberry. If I am missing something please let me know. DaveMark Arnold, Exchange MVP.
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October 21st, 2010 2:20pm

Thanks for the reply. I may not have been clear. We do not want all contacts populated to a GAL or the contacts folder. It is much more granular. A client(person) exists in the CRM and that client is associated with the company he/she works for. There could be many people associated with the same company. None of these entries has any association with AD. They are in tables in a SQL 2008 DB A project or proposal is started for that company and I and the rest of my team are working on that project. In the CRM, we are associated with the person and/or the company. As it happens now, that contact (or contacts) are sync’d to my Outlook/Exchange contacts folder. Only people that have been associated are sync’d by the app. If you are not associated, you would not see the contact. As to the upgrade, we are required to do this as part of our Microsoft Partner Program agreement. In addition, the CRM vendor indicated an app was coming to do this synchronization. Once we saw the app and it was an Outlook add-in ( and the price) we started looking for alternatives. With the add-in, the Outlook client must run to get any new contacts and that presents challenges for engineers in the field that may have to rely on a BlackBerry for various reasons. We have seen this functionality in other CRM packages and there is an API for Exchange to “talk” to SQL. We also see a number of posts elsewhere looking for similar functionality. Since Microsoft has been talking so much about ways to gather data from different data silos and present it in one place (SharePoint for example) this seems like a logical request. Hopefully someone will see this and have an answer or a new direction to take. Thanks again for your feedbackDave
October 22nd, 2010 11:44am

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