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itrezzo Onboarding & QuickStart Guide

A Calendar Distribution list is a filtered calendar created using data pulled from user mailboxes and pushed to specific users. The following shows how to create a Calendar Distribution List.

 

Instructions

  1. Expand Unified Contact Management in the left navigation panel.
  2. Right-click Calendar Distribution List.
  3. Click Create Calendar.
  4. Select the data source of the calendar distribution list. In this example, select From a Public Folder. 
    NOTE: This option will make the source of the calendar distribution list a Public Folder in your mailbox.
    The CDL window will open. (See figure below.)
  5. Name the Calendar Distribution List in the Name field.
  6. Click the Folder button in the Folder field. The Folder Selector window will appear. (See figure below.)
  7. Select the source Public Folder for the calendar distribution list.
  8. Click Save. You will return to the CDL window.
    NOTE: If you chose From a Private Folder in Step 4, itrezzo will ask for the user mailbox that will be used as the source of the calendar distribution list. If you chose, From a Remote Exchange Server in Step 4, itrezzo will ask for the login credentials and URL of the Remote Exchange Server.
  9. Customize the filters for the calendar sync using the drop-down fields and the up and down arrows in Sync future calendar appointments for and Retain historical appointments for fields.(See figure below.)
  10. Click the Targets tab. The following fields will appear in the CDL window. (See figure below.)
  11. Specify where itrezzo will create the calendar distribution list in the Folder field.
    NOTE: It is recommended to create the calendar distribution list in a calendar subfolder. This will make it easier to track and organize calendar events.
  12. Name the subfolder if you decided to create the calendar distribution list in a subfolder.
  13. Click the Manage button in the Recipients field. The Target – Mandatory Contact List window will open. (See figure below.)
  14. Click the folder icon in the left panel. The window will now list all the Contact Collections that were created in your tenant. (See figure below.)
  15. Select the desired Contact Collection to use as the recipient of the Calendar Distribution List.
  16. Click Save. You will return to the CDL window.
  17. Click Save. 

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