03.1. EBF Contacts with Exchange O365
- Prepare an AppConfig or similar configuration for the App in your EMM system and provide the current App version from AppStore via EMM system to your user’s device.
- Mandatory parameters (key/value pairs) are “customerName”, “licenseKey”, “licenseCount” and “endpoint”. Add additional parameters as needed. An example config XML file and a description of all the parameters can be found in chapter 02.2.
- Fill “customerName”, “licenseKey” and “licenseCount” as provided by your EBF contact person.
- For filling the parameter “endpoint” register an Application ID in your organization’s Azure instance with the needed permissions described in chapter 02.2.
- On first start of the App the user needs to activate EBF Contacts in the phone settings (only for iOS/iPadOS) as described to allow identification of callers. Then the user must create an encryption key and may activate Touch-/Face-Id for more comfort. Afterwards he needs to enter his AD credentials to connect to Exchange.
03.2. EBF Contacts with Exchange On-Premise
- Prepare an AppConfig or similar configuration for the App in your EMM system and provide the current App version from AppStore via EMM system to your user’s devices.
- Mandatory parameters (key/value pairs) are “customerName”, “licenseKey”, “licenseCount” and “endpoint”. Add additional parameters as needed. An example config XML file and a description of all the parameters can be found in chapter 02.2.
- Fill “customerName”, “licenseKey” and “licenseCount” as provided by your EBF contact person.
- For filling the parameter “endpoint” enter the URL to reach your Exchange On-Premise instance. Make sure a secure connection from the user’s device to your Exchange server is established via VPN.
- On first start of the App the user needs to activate EBF Contacts in the phone settings (only for iOS/iPadOS) as described to allow identification of callers. Then the user must create an encryption key and may activate Touch-/Face-Id for more comfort. Afterwards he needs to enter his AD credentials to connect to Exchange.
03.3. EBF Contacts with HubSpot
- Prepare an AppConfig or similar configuration for the App in your EMM system and provide the current App version from AppStore via EMM system to your user’s devices.
- Mandatory parameters (key/value pairs) are “customerName”, “licenseKey”, “licenseCount” and “hubSpotToken”. Add additional parameters as needed. An example config XML file and a description of all the parameters can be found in chapter 02.2.
- Fill “customerName”, “licenseKey” and “licenseCount” as provided by your EBF contact person.
- For filling the parameter “hubSpotToken” create a “private application” in the HubSpot admin portal.
Go to “Settings” → “Account Setup” → “Integrations” → “Private Apps” and assign read rights for contacts (crm.objects.contacts.read) - On first start of the App the user needs to activate EBF Contacts in the phone settings (only for iOS/iPadOS) as described to allow identification of callers. Then the user must create an encryption key and may activate Touch-/Face-Id for more comfort. Synchronization of data should start automatically without user credentials.