Posted by David Burr, Last modified by David Burr on 11 March 2013 08:23 PM

ActiveSync Contacts and Calendar with Microsoft Exchange Server:

With this PBX feature you can synchronize contacts and calendar with your exchange server.

Syncing Contacts 1. To sync contacts, you just have to provide your exchange server email address and password then save it.

2. Then you can sync contacts with the “Sync” button or with a timer that syncs your contacts periodically according to the minutes you have provided in the settings.

Setup ActiveSync

  • Go to your user account in SUMO PBX web interface.

This can be achieved by assigning a web password to the extension. sign out of admin and log in as user by entering the extension and web password. for more information on the user portal, User portal


  • Go to the Active-sync Settings page.
  • Enter your username which is your email address (Ex. Email address e.g.
  • Enter your email password and repeat it.
  • You can leave the “Exchange Address” setting blank to let the system discover it automatically.
  • if the auto discovery fails, you will have to enter the exchange server (Ex.

but it's recommended that this field is left empty since the user name will have the exchange server address.

  • If you want to sync only the contacts and not the calendar, then keep the “Also Sync Calendar” setting to “Off” (explained in the next section).
  • Select the number of minutes that you want the system to repeat sync.
  • If you don’t want to repeat sync, select “Off”.
  • Press Save.
  • Press Sync (for one time sync as well as for the repeat synching to start, if that setting is NOT set to “Off”.)

NOTE: Now your contacts will be synced. If the re-sync timer is not set to “Off”, the sync will be done repeatedly after every set number of minutes.

Synced contacts

The synched contacts are available on Active-sync Contacts page'Bold text'. They are also included in the LDAP'Bold text and will be delivered to your device, like a VoIP phone, through LDAP'Bold text. So if your VoIP device is set for LDAP using the plug and play feature you will be able to access and dial your contacts synced from your exchange server

(including contacts on other devices that have synced up to the exchange like your mobile device). In other words, you will pretty much have access to all your contacts automatically on your device through the PBX.

Syncing Calendar

Why Sync calendar with the Exchange Server?

Well, with this cool feature, you can setup and schedule conference calls on the PBX, by setting up a meeting on an Exchange Server' without configuring the PBX. The PBX will periodically Sync'Bold text the calendar from the server and if it is a conference call it will schedule one.

You will need to enable the Active sync Settings'Bold text' in your user account as shown in the first section, with your email address and password.

Calendar related settings on that page are:

  • Make sure the Also Sync Calendar” setting on the page is set to on.
  • Also select the conference room in which the conference call will be set up.
  • The re-sync timer in minutes is the same as it is for contacts.
  • Press Save
  • Press Sync.

NOTE: if the Also Sync Calendar setting is set to off, then only contacts Bold textwill be synched and the calendar entries will not be synced with the Exchange Server, in case you are only interested in the contacts.

How to setup a conference call

  • Note: all meetings setup on the exchange server will be setup on a conference call because all of them are not conference calls, nor may one want all conference calls be scheduled by the PBX.

The PBX will only schedule a conference call where the location of the conference has been explicitly set to be pn the pbx“PBX”.


In that case, when the PBX syncs the calendar (therefore it is important to note that it will take the PBX the number of minutes the next sync is scheduled before it updates and schedules the conference), and if it finds an entry where the location is set to “PBX” it will schedule a conference in the conference room set in the settings.


Setting up a conference call

  • It is important that the organizer of the conference call has the exchange server email address – from which he/she is setting up the meeting – set on his/her PBX account. Otherwise he/she will not be able to setup the conference call on the PBX from the exchange server.
  • The invitee of the meeting (conference call) on the exchange server has his/her exchange email – on which he/she is being invited – set on his/her PBX account. Otherwise he/she will not be added to the conference scheduled on the PBX, even though the conference will be scheduled and everyone whose relevant email is set on their account will be added.

Automatic call initiation:

SUMO will call all the participants (extensions) of the conference call at the conference start time.

  • A conference calls will have to set up through the exchange server.
  • add the word “AUTOCALL” in the location field after a space, when setting up the meeting through the exchange server.

The location field should read “PBX AUTOCALL”. when the PBX syncs the calendar will schedules a conference call, it will call all the participants (extensions) that were added in the conference at the starting time of the conference call.


How to cancel a conference call

When a meeting (conference call) is canceled on the exchange server and when the PBX syncs the calendar next time, it will cancel and remove the conference call, if one had been scheduled.

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