Configuring Lookup Manager Component

The Lookup Manager component matches DID extensions to the appropriate user. This component uses LDAP to find matches to user objects stored in the Microsoft Active Directory. The Lookup Manager component can route messages to multiple users that all share the same extension number. For example, if one DID extension is assigned to five users, the Lookup Manager component routes all messages destined for that DID extension to all five users.

How the Lookup Manager component works after installation

DID lookup must be manually configured in the SMTP connector after installation if inbound faxes are being routed to users via the Lookup Manager.

To configure the Lookup Manager component

  1. Start the Server Administrator.

On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  1. Expand the Server Administrator tree, and click Connectors. The details pane lists the connectors that are licensed with your server.
  2. Double-click the SMTP connector to open the Properties dialog box.
  3. Select the Enable DID Lookup via this connector option, if necessary.
  4. Click DID Lookup.
  5. Click Add. The LDAP Properties dialog box appears.
  6. In the General section, type the following information.
    • In the Server Address box, type the name of the lookup server.
    • In the Port box, type the port number. The port number can be 389 (LDAP), 636 (secure LDAP), or 3268 (Active Directory).
    • In the Description box, type a brief description.
  7. In the Logon section, specify or type the following information.
    • Select User if you want to log onto the lookup server as a specific user (the default is Anonymous).
    • In the Username text box, enter the user name.
    • In the Password text box, enter the user password.

Note: If you select User, you must look at the Username field. Lookups in this search base should be successful with no additional configuration if this field contains a user ID formatted using the Active Directory logon format (for example: username@server.forest.domain.com). If this field contains a user ID in any other format (for example: domain\user), select Bind using Windows generic security services.

  1. Click Search.

In the General section of the Search dialog box, type the following information.

  • In the Search Timeout box, type the number of minutes the server should search before timing out. The timeout period you define on the lookup server should not be longer than the Search Timeout setting for the connector. You must also consider the scope of your search base when configuring the timeout setting. If the search base is broad, configure a longer timeout period since the lookup might take a relatively longer amount of time.
  • In the Search Base text box, type the search base string. Use LDAP format. For example: ou=mysite,o=com
  • In the Search Filter section, define the search filter.

If you want to use a simple filter, complete the following steps.

  • Select Use simple filter.
  • Select Wildcard match ending on received DID if you want the search filter to match all received DID numbers. Or, select Match last [ ] digits of received DID and type a number in the spin box if you want the search filter to match only the specified number of digits at the end of the DID string.
  • Select Return people only if you want the query to return only users associated with this connector. (This option will exclude printers, computers, and other resources from the search results.)
  • Select an option in Attribute holding fax number. The option you select is the field in the database that the connector queries.

If you want to use a custom filter, complete the following steps.

  • Select Use custom filter.
  • Click Properties.
  • Type the custom search filter in the Filter box. (Use the guidelines provided in the Custom LDAP Filter screen.)
  • Click OK.
  1. In the Filter section, click Test. The Lookup Test dialog box appears.
  2. Type a DID number in the Enter the incoming DID box and click Search. Query results appear.
  3. Click Close to return to the LDAP Properties dialog box.
  4. Click OK.
  5. Click OK to close the SMTP Properties dialog box.

Tip: It is recommended that you index the database field containing DID numbers. This optimizes the speed of lookups.

See also

About Lookup Manager Component