Integration Exchange

 
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SysAid Product Manager
307
 

Settings

Integration

Calendar Sync

 

This page allows you to integrate SysAid with your Exchange O365 or Google for the purpose of synchronizing your SysAid calendar with your Outlook or Google calendars. The synchronization process exports data from SysAid to your integrated server. Items are not imported from the integrated server to SysAid.

 

To enable the synchronization, fill out each field using the descriptions below for assistance. After you have entered the necessary information, individual administrator must enable synchronization from Tools > Calendar > My Calendar Settings to complete the synchronization process.

 

 

Protocol
Select OAuth 2, EWS, or Mapi, as the protocol for integration with your external calendar.
Exchange Server Name
This is the name or IP address of the computer that hosts your calendar.
Network domain name (NetBIOS)
This is your network domain name.
Username
The Exchange, O365, or Google user whose account is used for the synchronization. For Exchange, the user must have permission in Exchange to create events on employees' Outlook calendars. See below for full instructions on configuring this user.
Password
Password for the username you've used.
Sync user email address
The email address of the username you've used.
 

Important: If your company uses multiple email domain formats (e.g. @sysaid.com, @internal.sysaid.com, @dev.sysaid.com), please use an email address that uses the most common format (i.e. @sysaid.com). Any user on your exchange who has an email address with a different email domain than that of the email address you use here will not be able to synchronize their SysAid calendar with Outlook.

Enable Synchronization
This allows synchronization with Exchange, O365, or Google for all administrators who choose to do so. To complete the synchronization with Exchange, O365, or Google and import SysAid calendar data into Outlook, administrators must enable synchronization on an individual basis from Calendar > Calendar Settings.
 
 
Test Exchange Settings
Click here and SysAid attempts to connect to your Exchange/Office 365/Google server using the credentials you've supplied. You receive a notification if the connection is successfully established.

Sync Exchange, O365, or Google's user's calendar with SysAid

Below are instructions for configuring a user for synchronization with SysAid for:

 

    Sync the calendar with OAuth 2.0 protocol

    You can set up calendar syncwith the OAuth 2.0 protocol with Microsoft 365 or Google.

    Microsoft 365

    To set up calendar sync with the OAuth 2.0 protocol with Microsoft 365

    1. From the Protool drop-down, select OAuth 2.0.
    2. Select Microsoft 365.

    3. Register your application in Azure:
      1. In your Microsoft 365 account, navigate to Azure Active Directory > App registrations.
      2. Click New registration.
      3. Enter a name for your application.
      4. In the supported account types, select the single tenant option.
      5. (optional) select a platform configuration.
      6. Click Register.
    4. Client secret:
      1. In App registrations, navigate to Certificates & secrets.
      2. Click New Client secret.
      3. Enter a description.
      4. In the Expires area, select Never.
      5. Click Add.
      6. Copy the generated secret from the Value column.
      7. Back in the calendar sync form, paste the secret in the Client secret field.
    5. Setup API permission:
      1. Back in Azure, navigate to API permissions and click Add a permission.
      2. Choose Microsoft Graph.
      3. Click Delegated Permissions.
      4. Check the User.Read permission.

      5. Click Add Permissions.
      6. Click Application Permissions.
      7. Check the following permission.
        - Calendars.ReadWrite
        - Mail.ReadWrite
        - Mail.Send
        - User.Read.All

      8. Click Application Permissions.
      9. Click Grant admin consent for <domain name>.
      10. Click Yes to confirm.
    6. Copy the Tenant ID and Client ID:
      1. In Azure Active Directory, navigate to App registrations and select the app you just set up.
      2. Copy the Application (client) ID and paste it into the Client id field in the SysAid calendar sync form.
      3. Copy the Directory (tenant) ID and paste it into the Tenant id field in the SysAid calendar sync form.


    7. Follow the instructions above for configuring the rest of the calendar sync form.

    Google

    To set up calendar sync with the OAuth 2.0 protocol with Google

    1. From the Protocol drop-down, select OAuth 2.0.
    2. Select Google.

    3. Create a project in Google:
      1. Navigate to Google Cloud Platform Console. If you haven't used this Google Cloud Platform Console yet, agree to their terms and conditions.
      2. Click Select a project.
      3. Click New Project.

    4. Add Gmail API and Google Calendar API scopes:
      1. From the Navigation menu, select APIs & Services > Library.
      2. Search for "Gmail API"and select it from the search results.
      3. Click Enable.
      4. Search for "Google Calendar API"and select it from the search results.
      5. Click Enable.
    5. Create a service account
      1. From the side menu, click Credentials.
      2. Click Create Credentials.
      3. Click Service Account.
      4. Enter any name for your service account.
      5. Click Create.
    6. In the service account permission page click Project, and select Owner.

    7. Configure the OAuth consent screen:
      1. From the side menu, click OAuth consent screen.
      2. Select Internal.
      3. Click Create.
      4. Enter an application name (e.g SysAid).
      5. Click Add Scope.
      6. Enter https://mail.google.com/ .
      7. Click Add.
      8. Repeat the Add Scope process and add https://www.googleapis.com/auth/calendar.
    8. Generate a JSON credentials file:
      1. Click your new Service account.
      2. Select the check box for Enable G-Suite Domain-wide Delegation.
      3. Click Add Key.
      4. Click Create new key.
      5. Select JSON.
      6. Click Create.

      7. Save the downloaded JSON file to a location on your PC where you can access it later.
      8. Click Save.
    9. Configure the Google admin console:
      1. Navigate to the Google admin console (https://admin.google.com/):
      2. Click Security.
      3. Select Advanced settings.
      4. Click on Manage Google Services.
      5. Make sure Gmail and Calendar are marked as unrestricted.
      6. Return to the Advanced Settings screen and select Manage Third-Party App Access.
      7. Click Configure new app.
      8. Select OAuth App Name Or Client ID.
      9. In the search box, enter the value of the 'client_id' parameter from your JSON file.
      10. Select the application you created.
      11. Select both Client ID check boxes and click Continue.

      12. Under App Access, select Trusted Can Access All Google Services.
      13. Click Configure.
      14. Return to the Advanced Settings screen and select Manage Domain Wide Delegation.
      15. Click Add New.
      16. In client ID field enter value of the 'client_id' parameter from your JSON file.
      17. In the OAuth scopes field, enter https://mail.google.com/ and https://www.googleapis.com/auth/calendar.
      18. Click Authorize.
    10. Enter the generated values in SysAid:
      1. Open the JSON file you generated.
      2. Copy the value of the "client_id" parameter.
      3. Paste the value into the Service Account field in SysAid.
      4. Copy the value of the "private_key" parameter.
      5. Paste the value into the Private Key field in SysAid.
    11. Follow the instructions above for configuring the rest of the calendar sync form.

Configure Sync with Office 365 Calendar (OWA Protocol)

  1. Fill out the Calendar Sync fields:

    Field Value
    Protocol OWA
    Exchange Server URL https://sn2prd8004.outlook.com
    Network Domain Name (NetBIOS) None
    Username User from the sync account
    Password Password of the user from sync account
    Sync user email address Email address of the sync account
  2. Select the Enable Synchronization check box.
  3. Click Save.
  4. Click Test the Exchange Settings.
  5. Navigate to Tools > Calendar > My Calendar Settings.
  6. Select the Enable synchronization with the Exchange server check box.
  7. Click Save.

Configure Sync with Exchange 2010 calendar

  1. Create a new User Mailbox (ie: SysAidSync)



  2. Navigate to Active Directory and make this new user member of the Organization Management group. (This group is inside the Microsoft Exchange Security Groups OU.)



  3. Give Full Mailbox Access Permission to each admin that wants to sync their calendar.



  4. From the Exchange Management Console, navigate to Recipient Configuration > Mailbox, right-click on your admin mailbox and click Manage Full Access Permission... and add your SysAidSync to the list.

Configure Sync with Exchange 2007 calendar

It's recommended to create a new user for SysAid integration with Exchange.

 

Create your Exchange synchronization user:

  1. Create a new account.
  2. Right-click Organization Configuration.
  3. Add Exchange Administrator.
  4.  

     

  5. Click Browse and select your new account.
  6.  

     

  7. Click Add.
  8.  

     

  9. Click Finish.
  10.  

Configure Sync with Exchange 2003 calendar

It's recommended to create a new user for SysAid integration with Exchange.

 

Create your Exchange synchronization user:

  1. Create a new Active Directory/LDAP user for Exchange Synchronization
  2. Go to Exchange System Manager > Servers > MailServer > First Storage Group.
  3. Right click on Mailbox Store > Properties.
  4. Select the Security tab.
  5. Add your new user to the list with full control permission, as displayed below:
  6.  

     

This message was edited 2 times. Last update was at Sep. 12, 2012 10:46 AM

Elite SysAider
169
 
Please can you provide instructions on creating an Exchange Admin on mailboxes for Exchange 2007.
SysAider
2
 
I am unable to get exchange sync to work, and like the above post, I believe it is an account permissions problem. We are actually running Exchange 2010 now, and I cannot find any role that allows the desired user account to succeed from within a sysaid sync test. Is there any direction available for 2007/2010 roles?
SysAider
8
 
I've followed the instructions as posted, but I too am having the same issues as Eric_Mezolink. Has anyone found a solution to this problem?

Thanks!
SysAider
9
 
Are there any plans to automatically add Outlook items to the SysAid calendar? I had to read this thread several times before it became obvious that SysAid items synch to Outlook but Outlook does not synch to SysAid. An option to synch one way or both would be great.
SysAider
2
 
I've followed the instructions, too. Result: ...same Problem.
Elite SysAider
104
 
Eric,

Also running Exchange 2010, I recieved and email from support this morning. At this time they don't support Exchange 2010 but they have forwarded it to R&D to fix at a later date, so for now we are out of luck.

Alex
SysAider
8
 
Well sorry they are not supporting Exchange 2010. But currently I'm on 2007 and have the issue. (see my earlier post). Anyone know how soon before 2010 support? Curious as we are scheduled to upgrade to 2010 this fall, and if it won't be ready by 2010 by then, maybe I won't even worry about it on 2007.

This is just sad as this was one of the new features I was looking most foward to.
SysAider
5
 
Following the instructions I was not able to get it to work as well. Now I believe there is a step missing that finally made it work. You will have to go to all your admin mailboxes and then click on the right hand side where it says "Manage Full Access Permission..." click on Add and find your newly created SysAid exchange admin account. Click on Ok and then Finish. Go back and then try to setup an appointment. It should show up on your calendar now.
SysAider
8
 
RafVilla ...

Is this for 2007 and/or 2010? And can you be a bit more specific in your instructions as I cannot find the action item "Manage Full Access Permission..."?

Thank you for your help!
SysAider
24
 
Hi,

I followed sivanms HowTo and RafVillas Hint on Exchange 2007. "Test Exchange Settings" is working, but my admins cannot save the "Calendar Setting". In Chrome and Firefox just nothing happens, in IE I see this error:

Message: Expected ')'
Line: 19
Char: 44
Code: 0
URI: https://help/CalendarSettings.jsp

Message: 'currentModule' is undefined
Line: 220
Char: 12
Code: 0
URI: https://help/CalendarSettings.jsp

Message: 'currentModule' is undefined
Line: 263
Char: 1
Code: 0
URI: https://help/CalendarSettings.jsp

SysAid Customer Success Manager
1090
 
Hi mszc,

We have found what caused your issue.
In order to fix this issue please download the translation file from Customize > Translate. Open the file so you can edit it, search for the this value:

calendarSettings.showCalendarItemsXDaysAgo.invalid= Feld "Kalendereinträge anzeigen" ist ungültig.

and replace it with this one:

calendarSettings.showCalendarItemsXDaysAgo.invalid= Feld Kalendereinträge anzeigen ist ungültig.

Save the file and uploade it in Customize > Translate.

Please let me know if you manage to resolve the issue.
Looking forward to your response.
Best Regards,
Itay
SysAider
24
 
Thumbs up! Works for me. Thanks! Now I'm waiting for the sync with outlook.
SysAider
24
 
No synchronizing happens in Outlook. What could be the problem? There is no more error message. Sync is enabled in Administrators Calendar Settings. The syncuser in Exchange has enough rights for the Mailboxes.
SysAid Customer Success Manager
1090
 
Hi mszc,

Sorry for the late response.

Please send us email to helpdesk@sysaid.com or open a SR in https://helpdesk.sysaid.com regarding this issue with short description and the support team will contact you.
If you are not using v7.0.04 please upgrade.
What is your Exchange and outlook version?

Looking forward to hearing from you.
Best Regards,
Itay