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Address Book Utility

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The Address Book Utility enables you to perform various operations on Address Books. The operations are listed in Step 2 below.

To perform an operation:

  1. Navigate to System > Address Book Utility and click New.
  2. Select one of the action types. Additional steps needed for each action is described in Step 5 below.
    • Activate Email Addresses in Target Address Book – In the target Address Book, activates addresses that also exist in the source Address Book.
    • Deactivate Email Addresses in Target Address Book In the target Address Book, deactivates addresses that also exist in the source Address Book.
    • Copy an Address Book to a New Address Book – Creates an exact copy of an existing Address Book.
    • Merge 2 Address Books – Merges data from a source address book into a target Address Book.
    • Update ad hoc click count in a Single Address Book – Counts the number of clicks in a specified time frame for all addresses.
    • Update Columns in a Single Address Book – Remaps fields and/or applies static values to fields.
    • Update Repeat Offender Status in a Single Address Book – Applies Offender or Non-Offender status to all addresses, based on historical click count.

      The following actions manipulate data in a single Campaign, not within the Address Book. For these actions, you will likely create a separate Address Book, containing only information for the users you want to act on for a specific campaign.
    • Remove Clicks in a single campaign per IP Address – Removes clicks for IP addresses you list in the IP Address Block for the campaign specified.
    • Remove Clicks in a single campaign per Source Address Book – Removes clicks for emails listed in the source Address Book for the campaign specified.
    • Remove Logins in a single campaign per Source Address Book  Removes logins for emails listed in the source Address Book for the campaign specified.
    • Add Incident Responses in a single campaign per Source Address Book Adds Phish Reporting Button responses for emails listed in the source Address Book for the campaign specified.
    • Add Training Completed in a single campaign per Source Address Book – Marks Training as Complete for emails listed in the source Address Book for the campaign specified.
  3. Click Save.
  4. On the General Settings page, verify the information you already entered and specify additional information, if needed.
    • Activate Email Addresses in Target Address Book
      • Source Address Book Name – Specify the source Address Book, containing the email addresses you want to activate.
      • Target Address Book Name Specify the target Address Book, where the action will be taken.
    • Deactivate Email Addresses in Target Address Book
      • Source Address Book Name – Specify the source Address Book, containing the email addresses you want to activate.
      • Target Address Book Name – Specify the target Address Book, where the action will be taken.
    • Copy an Address Book to a New Address Book
      • Source Address Book Name – Specify the source Address Book, containing the email addresses you want to copy.
      • New Address Book – Specify the name of the new Address Book to create.
      • Duplicate Elimination From Source – Select the check box to include only the first active email address found in the source Address Book into the target Address Book.
      • Column Mapping – Click to change column mapping from the source Address Book to the new Address Book.
    • Merge 2 Address Books
      • Source Address Book Name – Specify the source Address Book, containing the email addresses you want to include in the merge.
      • Target Address Book Name Specify the target Address Book where the action will be taken.
      • Duplicate Elimination From Source – Select the check box to include only the first active email address found in the source Address Book into the target Address Book.
      • Ignore New Rows  – Select the check box to prevent new rows from being added to the target Address Book.
      • Column MappingClick to change column mapping from the source Address Book to the new Address Book.
    • Update ad hock click count in a Single address Book
      • Source Address Book Name – Specify the source Address Book, containing the email addresses for which you want to update the click count.
      • earliest send time of a phishing exercise where the user clicked the provided link.
      • latest send time of a phishing exercise where the user clicked the provided link.
    • Update Columns in a Single Address Book
      • Target Address Book Name Specify the target Address Book where the action will be taken.
      • Column MappingClick to remap fields and/or apply static values to fields.
    • Update Repeat Offender Status in a Single Address Book
      • Plan Name – Select the plan to use for updating the Address Book.
      • Target Address Book Name Specify the target Address Book where the action will be taken.

    • Remove Clicks in a single campaign per Source IP Address
      • Campaign Name – Select the Campaign in which you want to remove clicks for users in the Source Address Book.
      • IP Address Block – Enter the IPv4 address or IPv4 Address block filter. Only class C IPv4 blocks are allowed. To specify a IPv4 block enter the first three octets and end with .* , for example, 192.168.1.* You can enter multiple IP Address / Blocks by separating each with a comma.
    • Remove Clicks in a single campaign per Source Address Book
      • Source Address Book Name – Select the Address Book containing the users for which you want to remove clicks. This Address Book likely created solely for the purpose of this action.
      • Campaign Name – Select the Campaign in which you want to remove clicks for users in the Source Address Book.
    • Remove Logins in a single campaign per Source Address Book 
      • Source Address Book Name – Select the Address Book containing the users for which you want to remove clicks. This Address Book likely created solely for the purpose of this action.
      • Campaign Name – Select the Campaign in which you want to remove logins for these users.
    • Add Incident Responses in a single campaign per Source Address Book 
      • Source Address Book – Select the Address Book containing the users for which you want to remove clicks. This Address Book likely created solely for the purpose of this action.
      • Campaign Name – Select the Campaign in which you want to add incident responses for these users.
    • Add Training Completed to a single campaign per Source Address Book
      • Source Address Book Name – Select the Address Book containing the users for which you want to remove clicks. This Address Book likely created solely for the purpose of this action.
      • Campaign Name – Select the Campaign in which you want to mark training as complete for these users.
  5. In the Stage area, click Preview preview.png. Confirm that you want to advance to the Preview stage. Depending on the actions and number of records, it might take a few moments.
  6. Click Change Log to view the proposed changes.
    changeLog.png
    1. If you are satisfied with the proposed changes, click Return to the Address Book Utility ReturntoAButility.png.
    2. If you are dissatisfied, click Return to the Address Book Utility ReturntoAButility.png. Return to the Configure stage and make any necessary changes.
  7. In the Stage area, click Commit.
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