Configuring Outlook Calendar Synchronisation

Transcription

1 Configuring Outlook Calendar Synchronisation last updated for the Autumn 2013 (3.52) release Technical Guide

2 Revision History Version Published on Autumn 2013 (3.52) /11/2013 Doc Ref Configuring Outlook Calendar Synchronisation Technical Guide/Autumn 2013 (3.52)/ Capita Business Services Ltd All rights reserved. No part of this publication may be reproduced, photocopied, stored on a retrieval system, translated or transmitted without the express written consent of the publisher. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Contacting the Service Desk Please log a case via My Account Providing Feedback on Documentation We always welcome comments and feedback on the quality of our documentation including online help files and handbooks. If you have any comments, feedback or suggestions regarding the module help file, this handbook (PDF file) or any other aspect of our documentation, please onepublications@capita.co.uk Please ensure that you include the document name, version and aspect of documentation on which you are commenting.

3 Contents 01 Configuring Outlook Calendar Synchronisation...1 Purpose...1 Initial Configuration / Setup...1 Example Entry in Application.ini File...2 One Application to Outlook Field Mapping...3

4 01 Configuring Outlook Calendar Synchronisation Purpose The One calendar in Activity Calendar can be synchronised with Microsoft Outlook. The Activity Owner must have a valid internal address entered via Focus People Person Contact Details Address and the Update Calendar Online check box must be selected. Calendar entries for other people can also be made in One, providing they have the above criteria set. The One application supports the following calendar functions for Exchange 2007 and Exchange 2010: Addition of new calendar entry. Update of existing calendar entry. Deletion of existing calendar entry. Calendar checks for overlapping entries. User permissions to ensure the user has sufficient access rights to make changes to another user s calendar in Outlook. Synchronisation is one way: One application Outlook Exchange. If the calendar has not been synchronised, when an entry is made the following message displays: Synchronisation to Outlook failed. Configuration for Outlook not found. Please note that the Activity Details have been saved successfully. Initial Configuration / Setup To configure the calendar settings: 1. Open the One Configuration Utility. 2. Select the Application Servers tab. 3. Select the Application Server from the drop-down list. 4. Navigate to the Calendar Server Settings section. Configuring Outlook Calendar Synchronisation Technical Guide 1

5 5. Select the Calendar Server Type from the drop-down list; there are two options: MS Exchange Server (EWS) - For Exchange 2010 MS Exchange Server (WEBDAV) - For Exchange Enter the Calendar Server URL. 7. Enter the Domain. 8. Enter the Calendar Server UserName (This is the Exchange admin account with access to all calendars). 9. Enter the Calendar Server Password. The following fields are optional, as they are only used with a Proxy Server: Use Proxy Server Proxy Server URL Proxy Server UserName Proxy Server Password 10. Click the Test button to verify the settings. If the test fails, ensure all the details are correct and click the Test button again. 11. After the connection is verified, click the Save button. These credentials are stored in the application.ini file on the Application Server. Both Username and password values are encrypted. Example Entry in Application.ini File The following is a sample Application.ini file: [CalendarServer] ServerType=MSEXCHANGE [MSEXCHANGE_EWS] ServerURL= Domain=one.ad UserName=/iu5kfmXOuwA2QCNh4K09Q== Password=hLsvZuJAdf8wqBmN2x1vvjFk1c+/ARMiWErT+/Aah/Q= ProxyInUse=No 2 Configuring Outlook Calendar Synchronisation Technical Guide

6 ProxyURL= ProxyUserName= ProxyPassword= [MSEXCHANGE] ServerURL= Domain=lab-la02 UserName=nOJEQVVDsWW8qlZg8r7i2g== Password=WHnQBf0UmYsqk5ILry9SUNNCCCHyPHfifJushO3Rhb4= ProxyInUse=No ProxyURL= ProxyUserName= ProxyPassword= One Application to Outlook Field Mapping The following screens display the field mappings between the One application and Outlook. Configuring Outlook Calendar Synchronisation Technical Guide 3

7 4 Configuring Outlook Calendar Synchronisation Technical Guide