Manage contacts

Use the Contacts plug-in to manage individual contact information, as well as manage groups, escalation teams, and delivery endpoints for use with notifications.

Note: You cannot nest escalation teams.

1. In the navigator, click Contacts.

2. In the Contacts browser, choose from the following actions.

   To ...	Do this ...
   Edit an existing contact	Choose one of the following actions: Enter search criteria in Search for contacts and press Enter. Note that * returns all contacts. Click next to Search for contacts, enter search criteria in the Search Contacts window, and click OK. Expand the Contacts folder, click New search..., enter search criteria in the Search Contacts window, and click OK. Search results are displayed in the Contacts browser. Click beside the contact you want to update and click the email delivery endpoint. In the viewer, you can make the following changes: In the Description field, add additional contact information. Enter notification contact options in the Retry interval and Maximum Retries fields.
   Create a custom contact that is not already in Active Directory	Right-click the Contacts folder and click New Contact. In the viewer, enter a name and an email address. All other information is optional. The contact is displayed in the Contacts browser. Click beside the newly created contact. Note: The icon indicates non-AD contacts (as opposed to ). Click the email delivery endpoint and, in the viewer, enter notification contact options in the Retry interval and Maximum Retries fields.
   Create and edit a group	Right-click the Groups folder and click New Group. In the Name field, enter a unique name for the group. Choose from the following actions: Click and, in the Select a Contact window, locate a contact with a new search, or select another group, an escalation team, or a delivery endpoint, and click OK. Repeat as needed. In the Contacts palette, locate a contact with a new search, or select another group, an escalation team, or a delivery endpoint, and drag it onto the viewer. Repeat as needed. Set notification contact options for the group. Right-click each subscriber delivery endpoint, click Options, and enter notification contact options in the Retry interval and Maximum Retries fields. If escalation teams are included in a group, right-click each escalation team, click Options, and enter notification contact options in the Escalation period and select an If not acknowledged option. To remove a subscriber from a group: Click the subscriber, then click or right-click the subscriber and click Remove.
   Create and edit an escalation team	Right-click the Escalation Teams folder and click New Escalation Team. In the Name field, enter a unique name for the escalation team. In Escalation period, specify how long you want an escalation to last. In If not acknowledged, specify the action to be taken if the notification is not acknowledged after being sent to all contacts in a team: To stop the escalation process, select End escalation. To repeat the escalation process for a specified number of times until the notification closes or is acknowledged, select Repeat N times. To repeat the escalation process indefinitely until the notification closes or is acknowledged, select Repeat while active. Choose from the following actions: Click and, in the Select a Contact window, locate a contact with a new search, or select another group, or a delivery endpoint, and click OK. In the Contacts palette, locate a contact with a new search, or select another group, or a delivery endpoint, and drag it onto the viewer. Configure the sequence for the escalation chain. Click a subscriber and click and to position as needed. To remove a subscriber, click the subscriber to be removed and click .
   Create a delivery endpoint such as a stand-alone email or a web service	Right-click the Delivery Endpoints folder and click New Delivery Endpoint. In the Name field, enter a unique name for the delivery endpoint. Enter notification contact options for the delivery endpoint in the Retry interval and Maximum Retries fields. From Delivery channel, select a deliver option. For Email, enter address configuration information, as described in List of options for the notifications email delivery channel. For WebService, enter web service address configuration information, as described in List of options for the notifications web service delivery channel.

3. To save changes you have made to contacts, press Ctrl+S or click Check In.