Setting up CardDAV access on Mac and iOS 5.1.1

Quick Tips / June 1, 2012 / Admin

Quick, do you know what your significant others phone number is? Your best friends? Can you even remember the last time you actually dialed a phone number? As in pushed 7 or more buttons labelled with numbers in succession? It is amazing how quickly we’ve become reliant on speed dial, computers, and smart phones to store contact info for our family, friends and of course business associates. If you think back to simpler times, I bet each of us have our childhood friend’s, high school sweetheart’s or your family home’s phone number still memorized. Nowadays we expect access to our digital version of the little black book at all times and on any device we use. Daylite 4 aims to solve this problem with newly added CardDAV support.

If you are upgrading from Daylite 3, and especially if you were not a Daylite Touch user, it’s likely you had contacts stored in both Daylite and in the built in Address Book app on your Mac. When iCloud was introduced, contacts could no longer be sync’d with Daylite via Sync Services so the division between the two likely grew.

With Daylite 4 and CardDAV, you should now make Daylite the primary place to store your contacts, and setup all your devices, Mac, iPhone and iPad, to access them. Once configured, you’ll have full read and write abilities to all of your contacts using the built in apps on OS X and iOS, so features like Caller ID and email address autocompletion work like you’d expect, or even ask Siri to look up a client’s mailing address for you. Daylite does not sync with your iCloud contacts – instead we’ve built our own standards based contact server into Daylite Server, so you’ll have your own private cloud to access to all you contacts. The first step is moving your contacts into Daylite.

Getting your iCloud contacts into Daylite

If you are upgrading to Daylite 4 and had previously been dealing with both systems, you may have contacts that exist only in one place, or the other. As you’ll see later on, once configured, you can view one aggregate list of contacts from both iCloud and Daylite on your iPhone. Any data that you enter into a contact stored only in iCloud, can’t be sync’d back to Daylite if you were to modify it using the Phone app, for example. So any person related to your business in any way, should probably be stored on the Daylite side of the fence, so that when viewing that contact info in Daylite for Mac, you’ll have the latest contact info, including any changes you’ve made on your phone.

To start, we need to get any business related contacts out of your iCloud account and moved into Daylite. We’ll export from Address Book on the Mac using vCards and then import those vCards into Daylite.

In Address Book, we need to select the contacts you want to move over to Daylite. If you want to grab all of them, then looking at your All Contacts list, from the Edit menu, choose Select All, or Command-A. If you use the groups feature of Address Book and have divided up your contacts into personal and business, for example, click on the red bookmark icon to flip over to the groups list and select the group that contain the contacts you want to migrate in the left list. Then click on one of those contacts from the right list so you can then select them all and drag those contacts onto the Daylite icon in your Dock. Repeat this procedure for any other group of contacts that you want to incorporate in Daylite.

Scroll through your People list and make sure you’ve imported all of your key business contacts. If you have any duplicate records, holding down command on your keyboard, click both of them in the People list so each are highlighted in blue, and go to the Edit menu, and select Combine 2 People… A pane will slide down asking you to choose which record to prefer in case of a conflict. Choose the one that is more current, or has more complete information, and Daylite will merge the two together. Any fields that did conflict will be written to a note that will be linked to the new amalgamated contact record.

Configuring CardDAV access in Address Book

  1. Go to the Address Book menu, and select Preferences…
  2. Switch to the Accounts tab, and click on the plus icon to add a new account.
  3. Making sure CalDAV is chosen in the Account type, enter your Daylite username and password.
  4. In the Server address field, type: yourdomain.com:6185, replacing yourdomain.com with whatever domain name you have associated with your Daylite Server. Click Create.
  5. You will likely get a warning that it can’t verify the identity of your server. This is normal. Click on Show Certificate. Check the box labelled “Always trust Daylite CardDAV and CalDAV Server…” and then click Continue. You’ll be prompted for your Mac user account password and then choose Update Settings.
  6. Once the account has been created, select it in the left list and change the Description to something more human readable, like “Daylite”, for example.

Close the Preferences window and navigate back to the groups view. You should now see both iCloud and Daylite listed, with their groups as subheadings below, as well as All Contacts at the top. Choose All Contacts to see one combined list of everyone you know. If you are seeing duplicates here, you might have to go back and forth between your All Daylite and All iCloud lists, deleting your business contacts from your iCloud list. As always, anytime you are deleting any kind of data from your computer, make sure you have solid backups in place, just in case.

Configuring CardDAV access on iOS

To add your CardDAV account to your iPhone or iPad, open the Settings app and navigate to Mail, Contacts and Calendar.

  1. Tap Add Account… and then scroll down to choose Other.
  2. Under Contacts, select Add CardDAV Account in the Other server setup.
  3. Enter your Server as: yourdomain.com and your Daylite username and password. Change the description to “Daylite”. Tap Next.
  4. You will get a prompt saying it cannot connect using SSL. Tap Continue.
  5. You will get a prompt saying CardDAV account verification failed. Tap OK.
  6. Tap Save. You will get a warning asking if you’re sure. Tap Save.
  7. Tap the newly created Daylite (Contacts) account and navigate into Advanced Settings.
  8. Change the Port to 6188. Tap back to Daylite and then tap Done.

It should verify your account and take you back to the accounts list. If you want all new contacts to be created in Daylite, scroll down to the Contacts section and change your Default Account from iCloud to Daylite.

Exit Settings by clicking your Home button and go to either the Phone or Contacts apps. If you were viewing All iCloud contacts previously, tap the Groups button and you should now see Daylite account alongside your iCloud. Tap All Contacts to see one aggregated list of everyone you know. Any changes you make to contacts who live in your Daylite account will sync back to Daylite for Mac. Also, any contacts you delete from a CardDAV client will also be deleted from Daylite, but any accidental deletions can be reverted by going to the Window menu and selecting Trash, where Daylite maintains a history of all the records you’ve deleted.

As always, if you are having any difficulties in getting this set up, please contact our friendly support team via the Help Menu in Daylite, selecting Contact Support to request help from us.

No Responses to “Setting up CardDAV access on Mac and iOS 5.1.1”

  1. Quick question, when I create a new Contact on my iPhone with CardDAV configured correctly, will it auto-magically arrive in Daylite? What about if I add a photo using my iPhone as well, will the photo arrive in Daylite?

  2. Joe M
  3. “In the Server address field, type: yourdomain.com:6185, replacing yourdomain.com with whatever domain name you have associated with your Daylite Server. Click Create.”

    How do you associate a domain name with your Daylite server? Can this be done without a static IP?

  4. Emily Rudow
  5. @Joe M Have u created a support ticket yet? If so, what’s the ticket number? If not, please initiate one: http://bit.ly/g9WvzH thanks 🙂

  6. Problem is I need both my phone and daylite contact info up to date for business. I don’t see a way of avoiding having to enter it into both individually. This, to me, is a huge thing I expect from any CRM in this day and age. Entering a note or info once on any device should get transfered – critical to staying on top of everything.

  7. Felippe
  8. I agree with John. You’re so close on a lot of things except practicality and functionality for the mobile workforce. If I add a task from an email I want it to show on my calendar. If I get a call i’d like the option to log notes on my phone “DURING the call” I’d like to trust that I can use your system everywhere. It does me no good if I can’t work on the fly. The mobile devices should be capable of more than my laptop. If I take the time to enter in peoples addresses and I have an unexpected free hour the location services should pull up clients near by and then give me a plan based on how much time I have available. There should be more functionality I want the ability to be able to link all phone calls emails tasks ALL interactions with a contact on all my devices and have them sync without needing “Advanced Networking Knowledge” It should be an automatic function. I just want to have the same functionality when i’m out as when i’m in.If I make a change on one device I want it everywhere. The best thing about Macs is that they just work. The program should sync with my native apps in both directions without needing to be running a server while i’m running around….

  9. I was a little floored when I read “Daylite Contacts will be your primary place to maintain all your contacts” (paraphrased). In Daylite 3, I created a folder in Address Book and synced that with Daylite. I understand that Sync services is no more but this is a dealbreaker to me. You want me to build a contact list in Daylite, and then sync it with AddressBook. I already have an “address book” that I’ve built and maintained for years and I would simply like to sync it with Daylite. These ridiculously convoluted instructions on how to make this happen is driving me away. There’s got to be a better way than this.

  10. Emily Rudow
  11. @Fritz Miller You’re right, Sync Services has been deprecated. We now use CardDAV, which is the industry standard for transferring contact information between different systems. There are two ways to sync your contact data from Daylite to Contacts (Address Book) and vice versa. In the Daylite 4 Preferences, under the “Contact Sharing” section, There are two buttons at the top of the pane. The first is “All Contacts”. This will sync all your contacts from Daylite 4 to Contacts (Address Book) and vice versa. The second option is “Shared List”. This will only sync contacts that you’ve manually added to your shared list in Daylite 4.

    If you require additional help in setting up DAV, our support team would be more than willing to help you get started. We are also working on some more detailed (and easier to understand) documentation on how DAV works, and how to set it up correctly.

  12. Adi
  13. @Emily Rudow I see this point, but Fritz Millers question is not answered. I have the same problem. I have a huge address book on my mac and I do not see why I have to copy all addresses into daylite to use them. I share my address book with other people and they do not have access on my daylite server. So how I have to proceed, that daylite 4 could use the contacts in my address book…? I think this should be state of the art.

  14. Emily Rudow
  15. @Adi Just to clarify, do you want Daylite to be a carDAV client?

  16. Adi
  17. @Emily Yes, I read in one of yours manual, that it should be possible to connect daylite directly with the address book on my mac. So in this case daylite is a kind of carddav client, but the connection does nit run with carddav. Its a kind of direct synchronization as it happens with skype.

  18. Philippe
  19. @Emily Actually I’m facing the same issue. I’m using Daylite as an independent consultant. One user on multiple devices. The issue is that I haven’t allowed my “server” to be open on the web. I may be wrong while relying on iCloud for example to take charge of the whole security and data access protection issues, but I’m not tech enough to manage my own server. Besides, I’m traveling about 6 months a year. So if I’m not connected to my desktop (on which Daylite Server is installed) for a couple of days or weeks, I’m getting messed up while sync doesn’t run on my multiple devices (laptop, iphone and iPad). Is there any practical and easy solution for that? Are you planning to offer a Cloud service to your customers? Is there any web services providers able to help users to cope with this issue?

  20. Emily Rudow
  21. @Phillipe We are planning to offer a cloud service to our customers. You can sign up to receive updates on the status of cloud here. In the meantime, you could contact on of our partners to see if there is anything that can be done. In short, you would have to setup a server on a machine that is always on, ensure the appropriate ports are opened, IP is properly configured, etc., which may require the help of one of our partners.

  22. Emily Rudow
  23. @Adi What you read is related to Daylite being the DAV server, not a client. It is technically possible, but very convoluted. For example, if we access your Address Book contacts the same way Skype does, those contacts can only be used on your machine. So for example in Daylite, if you linked something, say a project, to that contact, other users won’t be able to see and it will cause inconsistencies with the data.

    As of right now, we can log a feature request, but there is no guarantee as to when it will be implemented. For now the work around would be to import all your contacts into Daylite, and use that as the “Master”. You can then setup your Address Book to be a CardDAV client and get its information from Daylite.

    Also, you said other people (I’m assuming within your company) are able to see your Address Book. This may mean that you have OSX Server running somewhere that has an Address Book server associated to it. So the local Address Book is simply reading off that. If this were the case, it would be a bit easier to implement than what was mentioned above, as we would approach it similar to how we implemented it with CalDAV. I’ve logged a feature request for that as well.

    The only thing we can do at the moment is log this as a feature request.

  24. Ken
  25. I have just started using Daylite 4, and all my contacts have transferred, however, most of them now have duplicate phone numbers and addresses. Can anyone help?

  26. Emily Rudow
  27. @Ken Have you opened up a support ticket for this issue? If not, please initiate one here: http://bit.ly/ZivhAw Thanks!

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