Using Public Folders to Hold Company Contacts

This article describes how you can setup a Public Folder in Exchange 2000 to hold company contacts, it also explains how to set the permissions on the folder and how to allow users to access the folder like an address book.

Using Public Folders in Exchange 2000 to Manage Contacts

One of the most under utilized features of Exchange is its ability to host Public Folders, what we are going to explore in this article is how we can use Public Folders to create a centralized repository for company contact information.

The first thing we need to do is create a Public Folder that will be used to store our companies contact information:

  1. Open Microsoft Outlook
  2. Expand Public Folders
  3. Right click over “All Public Folders” and select “New Folder” from the menu, you will now be presented with the “Create New Folder” dialogue box.
  4. Name your folder, for this example we will call it “Central Company Contacts
  5. From the “Folder Contains” drop down list, select “Contact Items
  6. Click OK

The “Central Company Contacts” folder will now be displayed under “All Public Folders”.

Now that we have created the Public Folder, we can set the permissions on the folder so that only certain people can add, delete or modify the contents of the folder.

In Outlook, right click over the “Central Company Contacts” folder and select Properties from the menu.

  1. Select the Permissions tab, you will now see the current permission displayed in the dialogue box.
  2. We are going to set it so that regular users can only read the contents of the folder, so click on the Default name and then select “Reviewer” from the Roles drop down list.
  3. We do not want people that access our server Anonymously to see the folder, so click on the Anonymous name and then select “None” from the Roles drop down list, also clear the checkbox next to “Folder Visible”.

So, we have now setup some of the permissions, but we really need some people to manage this contact list for us, I would recommend we use a mail-enabled group to assign these permissions, we now need to create a mail-enabled group using Active Directory Users and Computers, I have already created a group called “Contact Managers”.

The permissions that you assign to the “Contact Managers” group will depend on what you want them to do, here is a table that summarizes what the different roles allow them to do:

Role

Add

Delete

Modify

Create Sub-Folders

Nonediting Authors

Yes

Only what they created

No

No

Author

Yes

Only what they created

Only what they created

No

Publishing Author

Yes

Only what they created

Only what they created

Yes

Editor

Yes

Yes – All

Yes – All

No

Publishing Author

Yes

Yes – All

Yes – All

Yes

I have given my “Contact Managers” the Editor role, this will allow them to manage the contacts in the folder but not the ability to create folders below it

We have now created the folder and assigned the necessary permissions, the final step is to now make this folder act like its an address book for our Outlook users, all we need to do here is go to the “Outlook Address Book” tab in the properties for the folder and make sure the “Show this folder as an e-mail Address Book” checkbox is checked.

So, once our contact managers have entered contact details into the Public Folder our users will be able to use this as if it were an address book view when they send email by following these steps:

  1. When composing an email, click on the “To” button
  2. In the Select Names dialogue box, select “Central Company Contacts” from the “Show Names from the” drop down list.

Now that was easy, in the coming months we will be looking at other ways we can use Public Folders to improve the way we share information and communicate.

About Mark Fugatt

Mark Fugatt is a trainer and consultant for Pentech Office Solutions with a special focus on messaging systems. He is an MCT, MCSE, CTT, Microsoft Exchange MVP, the father of two great kids and the husband to a very patient and understanding wife, Sharon. You can reach him at mark@4mcts.com and visit Pentech's web site at www.4mcts.com

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