This chapter contains the following topics:
- Groups Pro 2 2 – Contact Groups And Mailing List Management Companies
- Groups Pro 2 2 – Contact Groups And Mailing List Management Services
7.1Viewing the List of Groups
Select the group to which you want to add the contacts: The new group is created (in this case, “Sunhouse Project Team”), and can be found in the left pane of the Contact Manager page. Use your contact groups as mailing lists. To save time when sending an email message or meeting invitation, use your contact groups. Connecting with the other members of your Meetup group is a great way to stay informed. There are a few different ways to get in touch with your fellow Meetup members, depending on who you’re trying to contact.
The List of Groups page lets you view the list of groups and their details. It also lets you filter groups based on the filter criteria.
To view the list of groups:
- Select Groups from the menu bar. The List of Groups page is displayed.
- Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of groups for the selected sponsor company and trial is displayed.
- To filter the groups, enter the filter criteria in the filter section and click Find. The list of groups that satisfy the specified filter criteria is displayed.When you specify the filter criteria, you can use either the full group name or the first few letters of the group name.For more details on how to filter and view groups, see Section A.13.
- To clear the filter criteria, click Clear.
Note:
To navigate through the group list, click the First, Previous, Next, or Last links.To view a particular page, select the page from the drop-down list. Grabit 4 915 – screen capture utility free.
To view all the groups on a single page, select All from the drop-down list.
Click the column name link to sort the groups in the ascending or descending order, based on the column name. On the first click, the groups are sorted in the ascending order. To sort the groups in descending order, click the column name link again.
7.2Creating Groups
To create groups:
- Select Groups from the menu bar. The Sponsor and Trial drop-down lists must be set to Select. The List of PF Groups page is displayed.
- Click the Create PF Group link. The Create PF Groups page is displayed.
- Enter the group details.For more details on how to create groups, see Section A.14.Note:The groups created here are not copied to other trials until they are assigned to a user.
- Click Submit to save the group details.
- To save the current group details and create another group, click Submit and Add Another.
- To discard the changes, click Return.
7.3Viewing and Modifying User and Group Association
You can view users associated with a group and modify the number of users associated with it.
To view and modify group and user association:
- Select Groups from the menu bar. The List of Groups page is displayed.
- Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of groups for the selected sponsor company and trial is displayed.
- Click the icon corresponding to the group for which you want to view and modify the user and group association. The User-Group Association page displays the users that are associated with the group.
- Modify the user and group association.For more details on how to modify user and group association, see Section A.15. Ffworks 1 7 0.
- Click Submit.
- Click OK on the confirmation dialog box.
- To cancel all changes and return to the List of Groups page, click Return.
7.4Validating AutoQuery Groups
You can validate approved autoquery groups for the purpose of uploading XML forms into the InForm system.
To validate autoquery groups:
- Select Groups from the menu bar. The List of Groups page is displayed.
- Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of groups for the selected sponsor company and trial is displayed.
- Click the AutoQuery or CTValidation link. The autoquery dialog box is displayed.
- Select the autoquery user and CT Validation User from the AutoQuery User drop-down lists respectively.
- Click Submit.
- Click OK on the confirmation dialog box.
7.5Viewing and Modifying Group Details
The Edit Groups page lets you view and modify group details. If the group details are modified, the reason for change is captured and the changes are tracked and audited. You can view the changes made to a particular field by viewing its corresponding audit trails.
To view and modify group details:
- Select Groups from the menu bar. The List of Groups page is displayed.
- Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of groups for the selected sponsor company and trial is displayed.
- Click the group name link in the grid. The Edit Groups page is displayed, which shows the selected group details.
- Modify the group details.For more details on how to modify group details, see Section A.16.Note:If you modify the current sponsor company or the trial displayed in the Current Sponsor Company and Trial drop-down lists, the List of Groups page is displayed.
- Enter the reason for modifying the group details in the Reason For Change text box and click Submit.
- To go back to the List of Groups page, click Return.
- To view the list of audit trails for a particular field, click the corresponding icon.
7.6Approving or Rejecting Groups
The List of Groups page lets you approve and reject groups. You can approve or reject groups depending on your access rights. All changes made to the group must be approved. You must provide your password on the Electronic Signature Affidavit page that appears during the process.
To approve or reject a group:
- Select Groups from the menu bar. The List of Groups page is displayed.
- Select the sponsor company and trial from the Current Sponsor Company and Trial drop-down lists. The list of groups for the selected sponsor company and trial is displayed.
- Select the check box corresponding to the group you want to approve or reject.
- Select Approve or Reject from the Select drop-down list.If you select Reject, enter the reason in the Comments text box.If you select Approve, the Electronic Signature Affidavit page is displayed. Enter your password and click Submit. The Approval Status for the selected group changes based on the action performed.To cancel approval, click Cancel.
- Click Go.
![Groups pro 2 2 – contact groups and mailing list management services Groups pro 2 2 – contact groups and mailing list management services](https://medias1.prestastore.com/755350-pbig/full-features-groups-multiple-features-quick-edit.jpg)
7.7Creating PF Groups
To create PF groups, see Section 7.2
-->An address list is a collection of mail-enabled recipient objects from Active Directory. Address lists are based on recipient filters, and are basically unchanged from Exchange 2010. You can filter by recipient type (for example, mailboxes and mail contacts), recipient properties (for example, Company or State or Province), or both. Address lists aren't static; they're updated dynamically. When you create or modify recipients in your organization, they're automatically added to the appropriate address lists. These are the different types of address lists that are available:
- Global address lists (GALs): The built-in GAL that's automatically created by Exchange includes every mail-enabled object in the Active Directory forest. You can create additional GALs to separate users by organization or location, but a user can only see and use one GAL.
- Address lists: Address lists are subsets of recipients that are grouped together in one list, which makes them easier to find by users. Exchange comes with several built-in address lists, and you can create more based on you organization's needs.
- Offline address books (OABs): OABs contain address lists and GALs. OABs are used by Outlook clients in cached Exchange mode to provide local access to address lists and GALs for recipient look-ups. For more information, see Offline address books in Exchange Server.
Users in your organization use address lists and the GAL to find recipients for email messages. Here's an example of what address lists look like in Outlook 2016:
For procedures related to address lists, see Procedures for address lists in Exchange Server.
Recipient filters for address lists
Recipient filters identify the recipients that are included in address lists and GALs. There are two basic options: precanned recipient filters and custom recipient filters. These are basically the same recipient filtering options that are used by dynamic distribution groups and email address policies. The following table summarizes the differences between the two filtering methods.
Recipient filtering method | User interface | Filterable recipient properties | Filter operators |
---|---|---|---|
Precanned recipient filters | Address lists: Exchange admin center (EAC) and the Exchange Management Shell GALs: Exchange Management Shell only | Limited to: • Recipient type (All recipient types or any combination of user mailboxes, resource mailboxes, mail contacts, mail users, and groups) • Company • Custom Attribute 1 to 15 • Department • State or Province | Property values require an exact match. Wildcards and partial matches aren't supported. For example, 'Sales' doesn't match the value 'Sales and Marketing'. Multiple values of the same property always use the or operator. For example, 'Department equals Sales or Department equals Marketing'. Multiple properties always use the and operator. For example, 'Department equals Sales and Company equals Contoso'. |
Custom recipient filters | Exchange Management Shell only | You can use virtually any available recipient attributes. For more information, see Filterable Properties for the -RecipientFilter Parameter. | You use OPATH filter syntax to specify any available Windows PowerShell filter operators. Wildcards and partial matches are supported. |
Notes:
- You can't used precanned filters and customized filters at the same time.
- The recipient's location in Active Directory (the organizational unit or container) is available in both precanned and custom recipient filters.
- If an address list uses custom recipient filters instead of precanned filters, you can see the address list in the EAC, but you can't modify or remove it by using the EAC.
- You can hide recipients from all address lists and GALs. For more information, see Hide recipients from address lists.
Global address lists
By default, a new installation of Exchange Server creates an GAL named Default Global Address List that's the primary repository of all recipients in the Exchange organization. Typically, most organizations have only one GAL, because users can only see and use one GAL in Outlook and Outlook on the web (formerly known as Outlook Web App). You might need to create multiple GALs if you want to prevent groups of recipients from seeing each other (for example, you single Exchange organization contains two separate companies). If you plan on creating additional GALs, consider the following issues:
- You can only use the Exchange Management Shell to create, modify, remove, and update GALs.
- The GAL that users see in Outlook and Outlook on the web is named Global Address List, even though the default GAL is named Default Global Address List, and any new GALs that you create will require a unique name (users can't tell which GAL that they're using by name).
- Users can only see a GAL that they belong to (the recipient filter of the GAL includes them). If a user belongs to multiple GALs, they'll still see only one GAL based on the following conditions:
- The user needs permissions to view the GAL. You assign user permissions to GALs by using address book policies (ABPs). For more information, see Address book policies in Exchange Server.
- If a user is still eligible to see multiple GALs, only the largest GAL is used (the GAL that contains the most recipients).
- Each GAL needs a corresponding offline address book (OAB) that includes the GAL. To create OABs, see Use the Exchange Management Shell to create offline address books.
Default address lists
By default, Exchange comes with five built-in address lists and one GAL. These address lists are described in the following table. Note that by default, system-related mailboxes like arbitration mailboxes and public folder mailboxes are hidden from address lists.
Name | Type | Description | Recipient filter used |
---|---|---|---|
All Contacts | Address list | Includes all mail contacts in the organization. To learn more about mail contacts, see Recipients. | 'Alias -ne $null -and (ObjectCategory -like 'person' -and ObjectClass -eq 'contact')' |
All Distribution Lists | Address list | Includes all distribution groups and mail-enabled security groups in the organization. To learn more about mail-enabled groups, see Recipients. | 'Alias -ne $null -and ObjectCategory -like 'group' |
All Rooms | Address list | Includes all room mailboxes. Equipment mailboxes aren't included. To learn more about room and equipment (resource) mailboxes, see Recipients. | 'Alias -ne $null -and (RecipientDisplayType -eq 'ConferenceRoomMailbox' -or RecipientDisplayType -eq 'SyncedConferenceRoomMailbox')' |
All Users | Address list | Includes all user mailboxes, linked mailboxes, remote mailboxes (Microsoft 365 or Office 365 mailboxes), shared mailboxes, room mailboxes, equipment mailboxes, and mail users in the organization. To learn more about these recipient types, see Recipients. | '((Alias -ne $null) -and (((((((ObjectCategory -like 'person') -and (ObjectClass -eq 'user') -and (-not(Database -ne $null)) -and (-not(ServerLegacyDN -ne $null)))) -or (((ObjectCategory -like 'person') -and (ObjectClass -eq 'user') -and (((Database -ne $null) -or (ServerLegacyDN -ne $null))))))) -and (-not(RecipientTypeDetailsValue -eq 'GroupMailbox')))))' |
Default Global Address List | GAL | Includes all mail-enabled recipient objects in the organization (users, contacts, groups, dynamic distribution groups, and public folders. | '((Alias -ne $null) -and (((ObjectClass -eq 'user') -or (ObjectClass -eq 'contact') -or (ObjectClass -eq 'msExchSystemMailbox') -or (ObjectClass -eq 'msExchDynamicDistributionList') -or (ObjectClass -eq 'group') -or (ObjectClass -eq 'publicFolder'))))' |
Public Folders | Address list | Includes all mail-enabled public folders in your organization. Access permissions determine who can view and use public folders. For more information about public folders, see Public folders. | 'Alias -ne $null -and ObjectCategory -like 'publicFolder' |
Custom address lists
An Exchange organization might contain thousands of recipients, so the built-in address lists could become quite large. To prevent this, you can create custom address lists to help users find what they're looking for.
![Groupspro 2 2 – Contact Groups And Mailing List Management Groupspro 2 2 – Contact Groups And Mailing List Management](https://i0.wp.com/www.macbed.com/wp-content/uploads/2019/10/324115.png?resize=200%2C200&ssl=1)
For example, consider a company that has two large divisions in one Exchange organization:
- Fourth Coffee, which imports and sells coffee beans.
- Contoso, Ltd, which underwrites insurance policies.
For most day-to-day activities, employees at Fourth Coffee don't communicate with employees at Contoso, Ltd. Therefore, to make it easier for employees to find recipients who exist only in their division, you can create two new custom address lists: one for Fourth Coffee and one for Contoso, Ltd. However, if an employee is unsure about where recipient exists, they can search in the GAL, which contains all recipients from both divisions.
You can also create address lists under other address lists. For example, you can create an address list that contains all recipients in Manchester, and you can create another address list under Manchester named Sales that contains only sales people in the Manchester office. You can also move address lists back to the root, or under other address lists after you've created them. For more information, see Use the Exchange Management Shell to move address lists.
Best practices for creating additional address lists
Although address lists are useful tools for users, poorly planned address lists can cause frustration. To make sure that your address lists are practical for users, consider the following best practices:
- Address lists should make it easier for users to find recipients.
- Avoid creating so many address lists that users can't tell which list to use.
- Use a naming convention and location hierarchy for your address lists so users can immediately tell what the list is for (which recipients are included in the list). If you have difficulty naming your address lists, create fewer lists and remind users that they can find anyone in your organization by using the GAL.
Groups Pro 2 2 – Contact Groups And Mailing List Management Companies
For detailed instructions about creating address lists in Exchange Server, see Create address lists.
Groups Pro 2 2 – Contact Groups And Mailing List Management Services
Update address lists
After you create or modify an address list, you need to update the membership.
If the address list contains a large number of recipients (our recommendation is more than 3000), you should use the Exchange Management Shell to update the address list (not the EAC). For more information, see Update address lists.
To update a GAL, you always need to use the Exchange Management Shell. For more information, see Use the Exchange Management Shell to update global address lists.