About Exchange Connector Sender Lookup

When the Upland AccuRoute server composes outbound faxes and generates cover pages for them, it needs information about the sender for the cover page. (Depending on the information the cover page has been configured to display, this information can vary.) The Exchange connector uses a sender lookup to retrieve information about the sender from a search base. The sender lookup provides this information to the Upland AccuRouteserver.

For example, the cover page might have the %SENDER_TITLE% variable, which will display the title of the sender. (This is usually the job title of the Exchange user. For example: Applications Engineer). If the cover page for this fax is configured to display the sender's title, the Exchange connector can retrieve the Title property value, along with any other information for the cover page, and provide this information to the Upland AccuRouteserver.

Note: A search base might have been configured and enabled during the Upland AccuRoute server installation. If this is the case, you can configure additional search bases, but this is not a requirement.

Adding Exchange Connector Sender Lookup Search Base

You can add an Exchange connector sender lookup search base by using the Server Administrator > Connectors node.

To add an Exchange connector sender lookup search base

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

2. On the Server Administrator tree, click Connectors. All the connectors in your environment are listed in the Connectors details pane.

3. Double-click Exchange connector in the details pane to open the Properties dialog box.

4. Click Sender lookup and then click Add.

5. Complete the General section:

   • In the Server Address text box type the name of the lookup server.

   • In the Port text box, type the port number of the lookup server.

   Note: Do not change the port number of the lookup server unless you also change the port number the LDAP server uses. If the AccuRoute Server and the LDAP server are using different port numbers, they cannot communicate with each other.

   • In the Description text box, type a description for this search base.

6. Complete the Logon section.

   • Select User if you want to log on to the lookup server as a specific user. (The default setting is Anonymous. Note that Exchange 2003 and Exchange 2000 do not support anonymous lookups.)

   • Type the name of the user in the Username text box.

   • Type the password for this user in the Password text box.

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

7. Click Search.

8. Configure the following in the General section:

   • In the Search Timeout text box, type the number of hours the server should wait when looking up an ID before timing out.
     The timeout you configure here does not affect the timeout on the lookup server. If you find that lookups are timing out before the timeout you have configured here, the timeout on the lookup server is most likely configured to be shorter than the timeout here. Increase the timeout to match the timeout of your lookup server.

   • In the Search Base text box, type the search base string. (Use LDAP format when you type the search base string. For example: ou=mysite,o=org.com)

   Note: The timeout setting on your lookup server should be longer than the Search Timeout setting for the connector.

9. Configure the Search Filter section.

   • If you want to use a simple filter, select the Use simple filter option.

   • Select Exact match on sender's e-mail if you want the search filter to match the sender's e-mail address.
     Or, select Match last [ ] letters of sender's e-mail and type a number in the spin box if you want the search filter to match only the specified number of letters at the end of the sender's e-mail address.

   • 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 from the Attribute holding fax number drop-down list. The option you select is the field in the database that the connector queries.

10. If you want to use a custom filter, select Use custom filter and click Properties. The Custom LDAP Filter dialog box appears.

11. Type the custom search filter in the Filter text box. (Use the guidelines provided on the Custom LDAP Filter dialog box.)

12. Click OK.

13. In the Filter section, click Test. The Lookup Test dialog box appears.

14. Type an email address in the text box and click Search. View the results of the query.

15. Click Close.

16. Click OK and then click OK again to save your changes.

See also

Configuring Exchange Connector DID/DTMF Lookup

Additional Exchange Connector Lookup Configuration