{"id":2997,"date":"2020-08-24T10:48:59","date_gmt":"2020-08-24T17:48:59","guid":{"rendered":"https:\/\/csop.cirasync.com\/?p=2997"},"modified":"2020-08-24T10:48:59","modified_gmt":"2020-08-24T17:48:59","slug":"how-to-create-a-contact-collection","status":"publish","type":"post","link":"https:\/\/cirasync.com\/es\/support\/how-to-create-a-contact-collection\/","title":{"rendered":"Creating a Contact Collection"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb0px||0px||false|false\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_row _builder_version=\u00bb4.16&#8243; background_size=\u00bbinitial\u00bb background_position=\u00bbtop_left\u00bb background_repeat=\u00bbrepeat\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb4_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text admin_label=\u00bbText\u00bb _builder_version=\u00bb4.27.4&#8243; _module_preset=\u00bbdefault\u00bb background_color=\u00bbrgba(0,0,0,0)\u00bb hover_enabled=\u00bb0&#8243; global_colors_info=\u00bb{}\u00bb sticky_enabled=\u00bb0&#8243;]<\/p>\n<p><span style=\"font-weight: 400;\">A <\/span><b>Contact Collection<\/b><span style=\"font-weight: 400;\"> is a group of user mailboxes from the <\/span><b>Global Address List (GAL)<\/b><span style=\"font-weight: 400;\"> that can be created using CiraSync On Premise. Contact Collections enable users to organize mailboxes for various CiraSync On Premise functions, such as defining sync sources and targets, auto-licensing user mailboxes, scheduling syncs, and removing obsolete contacts. The following steps outline how to create a Contact Collection in CiraSync On Premise.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Instructions<\/span><\/h2>\n<p><b style=\"color: #666666; font-size: 14px;\">1. Launch<\/b><span style=\"font-weight: 400;\"> CiraSync On Premise.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b style=\"color: #666666; font-size: 14px;\">2. Open the Collections Menu<\/b><span style=\"font-weight: 400;\"> by clicking <\/span><b style=\"color: #666666; font-size: 14px;\">Collections<\/b><span style=\"font-weight: 400;\"> in the quick-access toolbar at the top of the page.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55455\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/collections.jpg\" alt=\"\" width=\"359\" height=\"178\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/collections.jpg 359w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/collections-300x149.jpg 300w\" sizes=\"(max-width: 359px) 100vw, 359px\" \/><\/p>\n<p><b>3. Create a New Contact Collection<\/b><span style=\"font-weight: 400;\"> by clicking the <\/span><b>+<\/b><span style=\"font-weight: 400;\"> button in the <\/span><b>Collections Menu<\/b><span style=\"font-weight: 400;\"> at the top of the page. This will open the <\/span><b>Collection Properties<\/b><span style=\"font-weight: 400;\"> window.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55459\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/collection-plus-sign.jpg\" alt=\"\" width=\"277\" height=\"301\" \/><\/p>\n<p><b>4. Name the Contact Collection<\/b> in the <b>Name<\/b> field within the <b>Collection Properties<\/b> window.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55467\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/name-collections.jpg\" alt=\"\" width=\"369\" height=\"197\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/name-collections.jpg 369w, https:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/name-collections-300x160.jpg 300w\" sizes=\"(max-width: 369px) 100vw, 369px\" \/><\/p>\n<p><b>5. Search for Users or Groups<\/b><span style=\"font-weight: 400;\"> by entering the desired name in the <\/span><b>search bar<\/b><span style=\"font-weight: 400;\"> under the <\/span><b>Global Address List (GAL)<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img decoding=\"async\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/name.png\" \/><\/p>\n<p><b>6. Add Users or Groups<\/b> to the collection by dragging and dropping them into the <b>Inclusion List<\/b>. Repeat this step as needed until all required users or groups are added.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55475\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/inclusion.jpg\" alt=\"\" width=\"634\" height=\"559\" srcset=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/inclusion.jpg 634w, http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/inclusion-480x423.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 634px, 100vw\" \/><\/p>\n<p><b>7. Confirm and Close the Collection Properties Window<\/b><span style=\"font-weight: 400;\"> by clicking <\/span><b>Save.<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-55471\" src=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/click-save-3.jpg\" alt=\"\" width=\"634\" height=\"559\" srcset=\"http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/click-save-3.jpg 634w, http:\/\/cirasync.com\/wp-content\/uploads\/2025\/01\/click-save-3-480x423.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 634px, 100vw\" \/><\/p>\n<p><b>8. Create Additional Collections (Optional)<\/b><span style=\"font-weight: 400;\"> by repeating steps <\/span><b>3\u20137<\/b><span style=\"font-weight: 400;\"> to set up a second Contact Collection for future CiraSync On-Prem procedures.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your Contact Collection is now created and ready to be used within CiraSync On Premise.<\/span><\/p>\n<p><a class=\"next-post\" href=\"\/?p=3021\">Next Article: Installing CiraSync On-Prem UCM License Packs<\/a><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Contact Collection is a group of user mailboxes from the Global Address List (GAL) that can be created using CiraSync On Premise. Contact Collections enable users to organize mailboxes for various CiraSync On Premise functions, such as defining sync sources and targets, auto-licensing user mailboxes, scheduling syncs, and removing obsolete contacts. The following steps [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>A Contact Collection is a group made up of user mailboxes in the GAL that can be created using itrezzo. Contact Collections allow CiraSync On-Prem users to group user mailboxes together to use for a variety of CiraSync On-Prem functions such as defining sync sources and targets, auto-licensing user mailboxes, setting up a sync schedule, and cleaning obsolete contacts from user mailboxes. The following procedure shows how to create a Contact Collection with itrezzo.<\/p><p>\u00a0<\/p><h2>Instructions<\/h2><ol><li>Launch CiraSync On-Prem UCM. [box type=\"info\"] <strong>NOTE: <\/strong>During the first launch of CiraSync On-Prem UCM, a pop-up will appear. Click <strong>Cancel.\u00a0<\/strong>[\/box]<\/li><li>Click <strong>Collections<\/strong> in the quick-access toolbar at the top of the page. [box type=\"info\"] <strong>NOTE: <\/strong>You can also expand <strong>Data Dictionary<\/strong> in the left navigation panel and click <strong>Collections<\/strong>. [\/box]<\/li><li>Click the <strong>+ <\/strong>in the Collections Menu at the top of the page to begin creating a new Contact Collection. (See figure below.) <img class=\"alignnone size-large wp-image-3004\" src=\"https:\/\/csop.cirasync.com\/wp-content\/uploads\/2020\/08\/itrezzo-collections-window-1024x227.png\" alt=\"\" width=\"1024\" height=\"227\" \/>The <strong>Collection properties <\/strong>Window will open. (See figure below.) <img class=\"alignnone wp-image-3011 \" src=\"https:\/\/csop.cirasync.com\/wp-content\/uploads\/2020\/08\/itrezzo-Collection-Properties-e1598287893734.png\" alt=\"\" width=\"602\" height=\"566\" \/><\/li><li>Name the Contact Collection in the <strong>Name\u00a0<\/strong>field. [box type=\"info\"] <strong>NOTE: <\/strong>When naming contact lists and collections, please be specific. Having specific names will make the organization of your assets and scheduling sync tasks easier.[\/box]<\/li><li>Search for the desired individual or group using the search bar under <strong>Global Address List<\/strong>.<\/li><li>Drag and drop the desired individual or group into the <strong>Inclusion<\/strong> <strong>list.<\/strong> Repeat <strong>Steps 5 & 6 <\/strong>until all desired users\/groups are added. [box type=\"info\"] <strong>NOTE: <\/strong>You can also double click the name of the user or group to add them to the collection. Alternatively, clicking the name of the user or group and click the green arrow pointing to the <strong>Inclusion list<\/strong> will add them to the collection.[\/box]<\/li><li>Click The <strong>Collection properties<\/strong> window will close. (See figure below.) <img class=\"alignnone wp-image-3017\" src=\"https:\/\/csop.cirasync.com\/wp-content\/uploads\/2020\/08\/itrezzo-collection-properties-markup.png\" alt=\"\" width=\"601\" height=\"566\" \/><\/li><li>Repeat <strong>Steps 3\u20137 <\/strong>to create a second Contact Collection to use for future procedures in itrezzo.<\/li><\/ol>","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13568,4980,1459],"tags":[],"ppma_author":[13545],"class_list":["post-2997","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-on-premise","category-quickstart-guide","category-support","rawdate-2020-08-24"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Create a Contact Collection | CiraSync On-Prem<\/title>\n<meta name=\"description\" content=\"Contact Collection is an CiraSync On-Prem feature that allows for easy GAL management. 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