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Configuration of Address Book in FootPrints for

FootPrints can be configured to dynamically access and display contact data from the CRM web-based sales force automation solution.  This enables you to maintain one resource for your contact data and use that single resource for both FootPrints and CRM.

Note 1

Most fields are character fields.  If you map a FootPrints integer (or other type of) field to a typical field, FootPrints correctly performs integer (and other) searches, but for best performance, it is recommended that FootPrints Address Book fields be character fields.

Note 2 integration with FootPrints is only available if you have purchased a Dynamic SQL link license.  If you are interested in purchasing a Dynamic SQL link license, contact a sales representative at BMC.

There are three steps to this configuration process:

Step 1. Create FootPrints Address Book Fields and Primary Key

The first step is to establish FootPrints fields for all corresponding fields.  To do so, you must check your existing fields and add any new fields you want to use with  In addition, you set your email address as the primary key field in this step.  In the next step, you map the fields in FootPrints to fields in

To configure the fields in the FootPrints Address Book, refer to Adding Address Book Fields.  Follow the procedure and make sure you set the Email Address field as the primary key.

Step 2. Configure the Account Field (Optional)

The integration for allows a contact field mapping to include the Account as part of the FootPrints Address Book record.  With this integration feature, whenever an Address Book record is accessed, the contact's Account is automatically used in that record along with the other fields.

To configure the Account field:

  1. Create a field in the FootPrints Address Book Schema called either "Company" or "Account".  This should be a public optional character field.  Refer to Adding Address Book Fields for this procedure.
  2. On the same page as you created the "Company" or "Account" field, make the new field the Organizational Unit.
  3. Save and exit the page.

Step 3. Map FootPrints Address Book Fields to Fields

To configure FootPrints to dynamically access, map your FootPrints Address Book fields to your fields as follows:

  1. Select Administration | Address Book | Address Book Type from the FootPrints Toolbar.
  2. Select the radio button labeled “ Address Book Link”.
  3. Enter your password, append the Security Token to the end of the password, and click GO.
  4. Enter your user ID and password.


Access and licenses for is obtained from and not from BMC.

  1. Click Next to continue with the integration or Cancel to exit the integration process.
  2. A warning pop-up may be displayed, along with the next configuration page.  The warning concerns non-character field types (refer to the note above).  Click OK on the warning message to continue with the integration.
  3. Map your FootPrints fields to your fields using the drop-down lists.  Drop-downs are labeled as FootPrints fields.  From each drop-down list, select the field that corresponds to the FootPrints field.  Make sure you map the Organizational Unit you created for to Account Name.
  4. Click Finish when you are done mapping fields.