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Administration Guide

Adding contacts to the address book

Adding contacts to the address book

Address book contacts for FortiMail webmail can be created either:

  • manually
  • via import of comma-separated values (CSV) or vCard files, from third-party address book or email client software, such as Address Book on Apple iPhone
  • via import from a directory server via LDAP, either on-demand or with scheduled synchronization
Note

To replace existing entries:

  1. Select those entries, then click Delete.
  2. Import the address book that contains the replacements.

The FortiMail unit compares theWebmail_ID value of each entry in the address book file, and will not overwrite existing entries.

Alternatively, you can create contacts while creating a contact group. See Grouping contacts.

To batch edit or back up the address book, you can export to CSV or vCard files.

Note

Domain & User > Address Book > Contact and other related tabs appear only if either:

  • in server mode
  • in gateway and/or transparent mode, if Email Continuity is enabled.

To manually add contacts

  1. Go to Domain & User > Address Book > Contact.

  2. Either click New or double-click an entry to modify it.

  3. Configure the following:

    GUI item

    Description

    Domain

    Select either System or the name of a protected domain to which the contact belongs. See Configuring protected domains.

    First name

    Enter a first name (given name).

    Last name

    Enter a last name (family or surname).

    Display name

    Email

    Enter an email address.

    The email address field is optional and can be in any format.

    Phone

  4. If you want to include more fields such as Company name or Address, click Additional Fields and then enable those fields.

  5. Click Create or OK.

  6. To group multiple contacts together into an address book, see Grouping contacts.

To import contacts from a CSV or vCard file

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Import > CSV or Import > vCard.

  3. Click Browse, find the file that you want to import, and then click OK.

To import contacts from an LDAP server on demand

Note

Alternatively, you can schedule FortiMail to automatically periodically synchronize with the directory. See Synchronizing the address book via LDAP.

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Import > LDAP.

  3. Configure the following:

    GUI item

    Description

    Select LDAP profile

    Select an LDAP profile that queries the LDAP server to import contacts, or click the + button to create a new profile. See Configuring LDAP profiles.

    Select LDAP mapping

    Select an LDAP attribute mapping template, or click the + button to create a new template. The FortiMail unit will import contacts from the LDAP server based on this template. See Configuring LDAP attribute mapping for the address book.

  4. Click OK.

    The FortiMail unit starts importing contacts from the LDAP server. When complete, a Status field appears with information on whether the import was successful.

  5. To group multiple contacts together into an address book, see Grouping contacts.

To back up or export contacts

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Export > CSV or Export > vCard.

    Note

    To batch edit many contacts at once, you can edit the CSV file in spreadsheet software such as Microsoft Excel, and then import the CSV file. Imports can also be used to restore backups. See To import contacts from a CSV or vCard file.

Adding contacts to the address book

Adding contacts to the address book

Address book contacts for FortiMail webmail can be created either:

  • manually
  • via import of comma-separated values (CSV) or vCard files, from third-party address book or email client software, such as Address Book on Apple iPhone
  • via import from a directory server via LDAP, either on-demand or with scheduled synchronization
Note

To replace existing entries:

  1. Select those entries, then click Delete.
  2. Import the address book that contains the replacements.

The FortiMail unit compares theWebmail_ID value of each entry in the address book file, and will not overwrite existing entries.

Alternatively, you can create contacts while creating a contact group. See Grouping contacts.

To batch edit or back up the address book, you can export to CSV or vCard files.

Note

Domain & User > Address Book > Contact and other related tabs appear only if either:

  • in server mode
  • in gateway and/or transparent mode, if Email Continuity is enabled.

To manually add contacts

  1. Go to Domain & User > Address Book > Contact.

  2. Either click New or double-click an entry to modify it.

  3. Configure the following:

    GUI item

    Description

    Domain

    Select either System or the name of a protected domain to which the contact belongs. See Configuring protected domains.

    First name

    Enter a first name (given name).

    Last name

    Enter a last name (family or surname).

    Display name

    Email

    Enter an email address.

    The email address field is optional and can be in any format.

    Phone

  4. If you want to include more fields such as Company name or Address, click Additional Fields and then enable those fields.

  5. Click Create or OK.

  6. To group multiple contacts together into an address book, see Grouping contacts.

To import contacts from a CSV or vCard file

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Import > CSV or Import > vCard.

  3. Click Browse, find the file that you want to import, and then click OK.

To import contacts from an LDAP server on demand

Note

Alternatively, you can schedule FortiMail to automatically periodically synchronize with the directory. See Synchronizing the address book via LDAP.

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Import > LDAP.

  3. Configure the following:

    GUI item

    Description

    Select LDAP profile

    Select an LDAP profile that queries the LDAP server to import contacts, or click the + button to create a new profile. See Configuring LDAP profiles.

    Select LDAP mapping

    Select an LDAP attribute mapping template, or click the + button to create a new template. The FortiMail unit will import contacts from the LDAP server based on this template. See Configuring LDAP attribute mapping for the address book.

  4. Click OK.

    The FortiMail unit starts importing contacts from the LDAP server. When complete, a Status field appears with information on whether the import was successful.

  5. To group multiple contacts together into an address book, see Grouping contacts.

To back up or export contacts

  1. Go to Domain & User > Address Book > Contact.

  2. Click More and then select Export > CSV or Export > vCard.

    Note

    To batch edit many contacts at once, you can edit the CSV file in spreadsheet software such as Microsoft Excel, and then import the CSV file. Imports can also be used to restore backups. See To import contacts from a CSV or vCard file.