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Alternate Data Source - Microsoft Access Database

Microsoft Access 

There are some cases where critical contact information has been stored in a Microsoft Access Database. This data is not easily accessible and there is no easy way to extract specific contact details. In addition, this information will not synchronize with a handheld device. This allows for contacts to fall out of date and erroneous information to be present.

Setting up an Access Database as an Alternate Contact Source in itrezzo 

1. Open the itrezzoAgent Administrator
2. Expand the EPS Container
3. Right Click on Alternate Contact Source
4. Select Add Data Source
   
   

   Configuring Alternate Data Source - Using Microsoft Access

   
   
5. Type in the Name you would like for this Alternate Contact Source
6. Select the Edit button
7. Left Click the Connection Type dropdown and select the appropriate data connection type (Access 2007 or Access 2003 and earlier)
8. For Access Database you will enter the file location
9. Select OK
10. You may optionally select the Test button to test your connection
11. Enter your query string for the data you wish to obtain.
12. An Example of connection and query string is given below:
    
    

    Name: Access Data Source
    
    Description: Test data source
    
    Connection String: Provider=Microsoft.Jet.OLEDB.4.0;Data Source=\\sj2-ex2\transfer\DDK\DataSources\ContactExport.mdb;
    
    Query String: Select *,EmailAddress as Email1, Email2Address as Email2 from [Contacts]

    
    
    

    Configuring Alternate Data Source - Using Microsoft Access

    
    
13. Select Run to view the results of your query
14. Select OK
    

Setting an Access Database as a Mandatory Contact List 

1. Open the itrezzoAgent Administrator
2. Expand the EPS Container
3. Expand Alternate Contact Sources
4. Right Click the Data Source
5. Select Make Mandatory Contact List
6. Click on Select button within Target:Authorized Recipients section
7. Select from the Global Address List (GAL) users or Active Directory (AD) distribution lists you would like to push the public folder contacts to
8. Select OK
   

Note – It may be important for an Admin to select the Include contacts with no email address option when using a Alternate Data Sources as a Mandatory Contact List. There may be instances where there is no primary email address and contacts will still need to be pushed to users.

Sample MS Access file 

• A sample Microsoft Access file (zipped) is available here for download.