1. Create a Mailbox
It is safest to give Epicenter Server its own mailbox (why?) If you are are on a domain with a dedicated Exchange Server, this means that you'll also need to create an account for the mailbox.
2. Configure Permissions
If you are on a dedicated Exchange Server, assign Receive-As permission to the account running Epicenter Server.
If you are on Office 365 or any other Hosted Exchange service, read the manual page about managing Full Access mailboxes. There are several considerations, so it's important to review the details.
1. Choose a Host
Epicenter should be installed on a computer or virtual machine that is always running. Epicenter requires minimal system resources and can be installed on anything from a small Windows virtual machine all the way up to the latest version of Windows Server. (tell me more)
Do not install Epicenter Server on an Exchange Server. Epicenter's configuration can conflict with these servers and may render them unusable.
2. Install Outlook
Epicenter Server requires Microsoft Outlook 2010 or later (why?). 64-bit Outlook is supported but not recommended due to stability issues.
3. Configure Outlook Profile
Configure your Exchange profile in Outlook. If you are on a domain, you must create a profile for the mailbox for the account where Epicenter Server is running.
4. Run Outlook
You must run Outlook at least once to allow Outlook to finish configuring the profile and the mailbox. After this, it does not matter whether Outlook is running or not when Epicenter sends an update.
5. Test permissions
Permissions in Exchange Server can take a while to propagate. Test them by adding one of the recipient mailboxes to your profile and then opening that mailbox in Outlook. Epicenter Server can give strange and obscure error messages if permissions are not set properly, so testing is highly recommended.
6. Install Epicenter Server
Install Epicenter Server from the
EpicenterServerSetup.exe installation file. You received a link to this file along with your license code or your Eval Request. This information is not in your receipt.
Send an Update
1. Create a Task
Tasks define the "who, what, where and when" for contacts you distribute (tell me more.) Click the New button on the toolbar to create a task
2. Send the Update
Once the task is created, click Send Now. Otherwise it won't run until the next scheduled update.
4. Wait for Sync
Your initial update can take up to an hour to synchronize with the smartphones. Once the initial update has been synchronized, subsequent changes typically appear in a few minutes. If you have trouble with synchronization you can see Contacts won't synchronize.
5. Log Out
Epicenter Server will run even when you aren't logged in. Because Epicenter's account is highly privileged, you should not leave it logged in when you are finished configuring Epicenter Server.
Customize Epicenter Server
Send to an Exchange Distribution List
Instead of entering all of your recipients into Epicenter Server, you can use an Exchange distribution list and let Exchange determine the recipients. This significantly cuts down administration time when new employees are hired.
Send Only Part of the GAL
You can configure Epicenter Server to send a selected part of the GAL as described in Send a subset of the GAL.
Create Multiple Tasks
It's possible to send different contacts to different recipients by creating multiple tasks. See Create multiple tasks.
You can give users the ability to edit certain fields such as comments and home phone number. See Reserve User Properties.