Project Wizard Step 4a–Address Book

In this step, you can select the type of Address Book to be used for your project.  The Address Book is a place to keep the contact information for your end users, whether they are employees, remote users, or Customers.  The data can be kept in FootPrints or can be dynamically read from an outside source, such as Microsoft Exchange, Active Directory, or other LDAP source.  The LDAP option is only available in the evaluation software or if you purchased the Dynamic Address Book Link add-on module with FootPrints.

Note

If you purchased the Dynamic SQL Address Book add-on, you must configure the Address Book after you've run the Project Wizard.  Choose FootPrints Address Book, which is converted later.  Refer to Dynamic SQL Address Book Link in the Address Book Administration chapter.

To select an Address Book:

1. Address Book Name—Enter the name for the Address Book, for example, Employees.
2. Address Book Type (only requested if you are licensed for Dynamic LDAP Address Book Link)—Select the type of Address Book:

• New FootPrints Address Book—If this is selected, the contact data is kept within the FootPrints database. Once the Wizard is complete, you can import contact records from a comma-delimited text file. Please refer to the topic on Importing Data into the Address Book for more information.
• New LDAP/Exchange/Active Directory Connection—With this option, contact data is read dynamically from an outside source each time it is accessed. No importing or synchronization is necessary.  Supported databases include Active Directory, Microsoft Exchange, Lotus Notes, Sun ONE, and Novell eDirectory.  If this is selected, you must enter information about the LDAP source in the next step.

Note

This option is only available when creating additional projects in FootPrints. The LDAP feature can be configured after the Project Setup Wizard is complete under Address Book administration. If you are unsure of your Exchange/Active Directory configuration, select FootPrints Address Book. The Address Book can be changed later from the Address Book administration screen.

• Link to an existing Address Book—This option allows you to use an existing Address Book for the project.

Once you have selected an Address Book, click Next.  The next step differs based on the type of Address Book selected.

Proceed to Step 4b - FootPrints Address Book

Proceed to Step 4b - Exchange/Active Directory Address Book