penelope CONFIGURE MS EXCHANGE INTEGRATION WITH PENELOPE FOR OFFICE 365 (SaaS and ASP) ATHENA SOFTWARE Last updated: February 10, 2015

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1 penelope CONFIGURE MS EXCHANGE INTEGRATION WITH PENELOPE FOR OFFICE 365 (SaaS and ASP) ATHENA SOFTWARE Last updated: February 10, 2015

2 enabling the ms exchange feature in penelope THE BASICS The MS Exchange feature allows you to push calendar information from Penelope to your agency s Office 365. If you enable this feature, calendar information will appear in the the Microsoft Outlook calendars of your staff. COMPATIBILITY MS Exchange integration for Office 365 is compatible with Penelope versions and later. If you are interested in enabling the MS Exchange feature in Penelope, and you are running a version older than , please submit a ticket to our Support Team to complete the upgrade.

3 process flow: enabling the ms exchange feature in penelope If your Penelope database is hosted on Athena s server (i.e. you are an ASP or SaaS client), please complete the following steps: 1. Contact the Athena Support Team to request MS Exchange be set up for your database 2. Set up an impersonation account in Office Set up MS Exchange in Penelope a) Configure your MS Exchange settings b) Update worker profiles c) Push events to MS Exchange calendar

4 contact athena support

5 contact the athena support team Please have an authorized person contact the Athena Support Team to request MS Exchange be set up for your database indicating that you are using Office 365.

6 set up an impersonation account in office 365

7 set up an impersonation account THE BASICS An impersonation account is a special type of account in MS Exchange that has read (view all) and write (add, delete and modify) privileges for other accounts in Exchange. When Penelope pushes scheduling data to Office 365, the impersonation account takes that information and impersonates each worker in Office 365 in order to push the information to their calendars. It is very important that you guard the credentials for your impersonation account.

8 set up an impersonation account STEP 1 Prerequisite: You must have an available Office 365 license to create the new impersonation account. Using an Admin account, log in to Office 365. Note: The Admin account must have permissions to add new accounts and set up or modify access settings for accounts.

9 set up an impersonation account STEP 2 In the users and groups section, click Add new users.

10 set up an impersonation account STEP 3 In the Create new user account section, type the desired information for the impersonation account. STEP 4 Click Create.

11 set up an impersonation account STEP 5 In the left sidebar, in the Admin section, click Exchange.

12 set up an impersonation account STEP 6 In the Exchange admin center, browse to dashboard > permissions. Click admin roles.

13 set up an impersonation account STEP 7 To add a new role group, in the admin roles section, click +.

14 set up an impersonation account STEP 8 To give the impersonation account the ApplicationImpersonation role, type the following information: a) In the Name field, type what you would like the role group name to be. For example, Penelope Impersonation. b) Unless desired, leave the Description field blank. c) From the Write scope drop-down list, select Default. d) In the Roles section, click + and select ApplicationImpersonation.! e) In the Members section, click + and select the impersonation account that you just set up. STEP 9 Click Save.

15 set up an impersonation account STEP 10 Ensure the credentials that you set up are working by logging out of the admin account and logging back into Office 365 using the impersonation account. You will require the impersonation account credentials to configure the MS Exchange feature in Penelope.

16 set up ms exchange in penelope

17 set up ms exchange in penelope STEP 1 Using System Administrator credentials, log in to Penelope.

18 set up ms exchange in penelope STEP 2 In the System Setup section, click Agency.

19 ! set up ms exchange in penelope STEP 3 On the Setting tab, ensure the Use MS Exchange option is set to Yes. Note: If Use MS Exchange is set to No, click Edit. Select the Use MS Exchange option and click Save.

20 set up ms exchange in penelope STEP 4 On the homepage, click MS Exchange.

21 set up ms exchange in penelope STEP 5 Click Edit.

set up ms exchange in penelope STEP 6 Enter the details for your Office 365 impersonation account: a) In the URL field, paste https:// outlook.office365.com/ews/ Exchange.

22 set up ms exchange in penelope STEP 6 Enter the details for your Office 365 impersonation account: a) In the URL field, paste outlook.office365.com/ews/ Exchange.asmx b) In the Domain Suffix field, type the domain for your Office 365 account. For example, companyname.com.! c) In the User Name field, type the user name for your impersonation account. For example, impersonation@companyname.co m. d) Select the Change Password option and enter the password for your impersonation account. e) In the Admin Account field, enter the user name for the admin account for your Office 365 services. f) In the Sent Alert to drop-down list, select the User Category to which Penelope should send messages regarding the Exchange feature. g) Click Save.

23 set up ms exchange in penelope STEP 7 Click Test Connection.

set up ms exchange in penelope STEP 8 In the Email Address field, type

24 set up ms exchange in penelope STEP 8 In the Address field, type the address that you want to send a test message to. STEP 9 Click Save.

25 set up ms exchange in penelope STEP 10 Once you have a successful test connection (i.e. no error messages), click Resynchronize. You should see Last Successful Attempt appear with the date and time that you clicked Resynchronize.

26 update worker profiles

27 update worker profiles STEP 1 To update each worker s profile with their settings, click Search.

28 update worker profiles STEP 2 Click Go. STEP 3 In the Results section, click a worker s name.

29 update worker profiles STEP 4 On the Worker Profile, click Edit. STEP 5 In the field, type the address associated with the worker s MS Exchange account.! STEP 6! Click Save.

30 push events to ms exchange calendar

31 update worker profiles STEP 1 To push previously scheduled events to a worker s calendar, navigate to System Setup > MS Exchange. Note: Penelope will automatically push all newly booked events to a worker s calendar.

32 update worker profiles STEP 2 Click Back-populate Appointments. Note: A confirmation message will appear asking you to confirm that you want to back-populate previously added appointments to Exchange. Click okay to continue having the previously scheduled events populated.

33 after you finish Each worker should now see their events from Penelope appearing in their Exchange Calendar.

34 to view more tutorials, visit

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