Overview
System Requirements
Installing
Upgrading
Getting Support
The User Interface
The Toolbar
Configuration
Address Book Management
Receipt Settings
Process Settings
Server administration
File Storage
File Storage Management
The Rules Engine
Rules Interface
Creating Rules
Removing Rules
Mail Types
Using Templates
Object Naming
Exporting & Importing Rules
Purging
Soft Purging
How to set up Purging
Manual Purging
Reporting
The Statistics Report
Summary File
Action Logs
Further Information
File Types
Automating Contact Manager
How Matching works
Automating Address Book         Management
Glossary
 

How existing Contacts are matched by Contact Manager

Contact Manager is explicitly designed not to create duplicate contacts on a directory. To prevent duplicates, Contact Manager looks for matches on the directory to the entry it is processing.

The first check uses the object name. Contact Manager forms the object name for the entry it is looking to create, using either the Alias Name or the Display Name (dependant on the Object Naming option selected in the rules). It then checks if an object exists in the OU used by the rule with the same object name.

If it does, a match is made and that existing object is updated.

If an object does not exist with that name, Contact Manager then looks for a match on the whole directory for the entry's email address. If the email address is already found to exist on the directory, the entry is marked as a duplicate and is not created.

If an entry has two email addresses, both are checked. If either exists on the directory then the entry is marked as a duplicate.

If the email address does not already exist, then the contact is created.