Shared Address Data |
There are two variants to use shared address data:
a) |
You are storing your address data already in a network capable application, want to use this application furthermore, but you want to integrate the dates in xtelsio CTI Client at the same time. |
b) |
You still have no network capable address management, however, you want to realize it with the xtelsio CTI Client. |
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a) You are storing your address data already in a network capable application, want to use this application furthermore, but you want to integrate the dates in xtelsio CTI Client at the same time. |
This combination is supported for the following data sources:- Data sources with ODBC driver (e.g., Access),
- Data sources with LDAP access (e.g., Active Directory in 2003),
- Lotus Notes,
- ACT! Contact Manager,
- Outlook/Exchange,
- cobra Adress PLUS 10
- combit address manager
You find additional tips under: Data Sources... |
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b) You still have no network capable address management, however, you want to realize it with the xtelsio CTI Client. b1) with shared writing access |
For this variant you need any kind of database with shared writing access and an ODBC driver to integrate it. Fundamental steps at the example of an Access database:
- Create a new Access database with one or several tables or adapt an existing database.
- You find an example Access database in the working directory: test-db-access\contacts.mdb.
- A complex example database is already included in Access under:
[Menu >? > Example Databases > Example Database NorthWind] This example database also already contains forms, queries, reports and something more.
- The columns of the table are to be configured:
- The first column should be always configured as an ID column, i.e.:
Name = "ID" Field data type = Autovalue Field size = Long Int New Values = Increment
- Then all other required columns should come (address, title, name, given name, company, street, zip code, city, phone, fax, email...)
- Optionally you can also add a memo field of the field data type "Memo" to store notes directly in the database.
- If you have created and configured a new table, then you should immediately create a test record in Access or import already available address data.
- You can link the table of the Access database now by ODBC in xtelsio CTI Client. More infos...
- Follow, perhaps, also the tips for a Network Installation.
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b2) only shared read access |
If you want to provide central address data on several workplaces in read-only mode, the linking of a formatted text file is to be recommended as the simplest way. Besides, the text file should be of the following format:
- The first line contains the column names separated by semicolon.
- All other lines contain the records.
- Normally, every record stands in a new line. However, it can also be that a record uses more than one line if a data field contains a word wrap.
- The data fields (columns) of a record are likewise separated by semicolon. If a data field itself contains a semicolon or a word wrap, then the field is to be put in quotation marks.
- The first column should contain an unique record ID. This is no must, however, a recommendation.
Such a text file can be mostly generated via export from an other applications.
After the new address folder has been configured, the other clients should be installed (cloned) by Creation of a Network Setup. |
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