Datatal Flexi Exchange Connector

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3 1 Synopsis... 2 The purpose of the Flexi Exchange Connector?... 2 What server configurations are supported by the Flexi Exchange Connector?.. 2 Functionality of the Flexi Exchange Connector?... 2 How does the user control divertion via Microsoft Outlook?... 3 Installation Configuration for Microsoft Exchange Configuration for Microsoft Exchange Configuration for Microsoft Exchange Configuration for Office Configurating the Flexi Exchange Connector Copyright 2015 Datatal AB. All rights reserved.

4 2 Synopsis The purpose of the Flexi Exchange Connector? The Flexi Exchange Connector makes it possible for a user to control divertions in Flexi Presentity with the aid of the Microsoft Outlook calendar. The communication between Flexi Exchange Connector and Microsoft Exchange is only one way, no data is sent to Microsoft Exchange making installation easy and secure in corporate networks. No installation is required on the Exchange server, only configuration is necessary. What server configurations are supported by the Flexi Exchange Connector? At present date Flexi Exchange Connector support installations with Microsoft Exchange 2007, Windows Small Business Server 2008, Microsoft Exchange 2010 SP1 and Office 365 All Microsoft Exchange configurations below are all supported: 1. One Microsoft Exchange server connected to one Flexi Presentity Server. 2. One Microsoft Exchange server with more than one Exchange domain connected to one Flexi Presentity Server. 3. More than one Microsoft Exchange server with different domains connected to one Flexi Presentity Server. 4. More than one Microsoft Exchange server with the same domain, frontend/backend connected to one Flexi Presentity Server. 5. One Microsoft Exchange domain connected to more than one Flexi Presentity Server. Functionality of the Flexi Exchange Connector? When a user updates their Microsoft Outlook calendar a transaction is sent to the Flexi Exchange Connector. Flexi Exchange Connector sends an alert to Flexi Diversion Manager which divert the users extension to Flexi, i.e. the users extension is diverted. 2 Copyright 2015 Datatal AB. All rights reserved

5 To activate a divertion in the Flexi system the user s calendar entry must be set to Busy in Microsoft Outlook. If the user chooses to set their calendar entry as Available the extension will not be diverted. This gives the user an option to control if a divertion of the extension should be activated by the calendar entry. When the extension is diverted it is visible to the user in all Flexi Presentity interfaces. In Presentity web an icon is visible indicating that the divertion is activated by the Flexi Exchange Connector. To enable the use of Flexi Exchange Connector a system license is required and also user configuration in Flexi AdmiTal Web. The function is activated for each specific user meaning that all users are not required to use this function. How does the user control divertion via Microsoft Outlook? By creating a calendar entry with the status Busy in Microsoft Outlook a divertion is automatically created in Flexi Presentity. To control presence status a trigger word is required in the Subject field in the calendar entry. If no trigger word is present the extension will still be diverted but with the presence status will be back... If more than one trigger word is present the first one will be used. As an administrator you can check in AdmiTal Web, Interceptioncodes, for which trigger words are available in the system. A user can create, delete, move or change activation time for calendar entries and the diversion will be change accordingly in Flexi Presentity. Note that if Cached Exchange Mode is activated in Microsoft Outlook updating the divertion may take a while due to the Exchange servers update intervals. A user can also control divertion of its colleague s extensions. This is achieved by creating a meeting in Microsoft Outlook. This requires that the invited colleague accepts the meeting for his/her extension to be diverted. If the time for the meeting is changed the invited colleague is required to accept again for the extension to be diverted at the new time. Copyright 2015 Datatal AB. All rights reserved. 3

6 4 When a future calendar entry is posted the divertion will not be visible in Flexi Presentity until the divertion is active, i.e. future divertions in Flexi Presentity via calendar entry are not supported in the current version. Installation Installing the Flexi Exchange Connector is done automatically when you install Flexi Presentity though a system license must be present to permit use of the function. To update an existing system with Flexi Exchange Connector you place an order for the function and then start Flexi License Setup found in the Windows start menu which then downloads the updated license. Flexi Exchange Connector is run as a NT service and can be found in Services on your Windows server. 1.1 Configuration for Microsoft Exchange 2007 For the Flexi Exchange Connector to be able to communicate with Microsoft Exchange a user is required in the Active Directory and that a mail box is created for that user in the Exchange Management Console. Account rights must be set for the Flexi Exchange Connector user, these are configured via the Microsoft Exchange Management Shell. The user must be assigned account rights for the function Impersonate in the Microsoft Exchange Server, i.e. the user is assigned rights for impersonating another user to be able to gather information from calendar entries and forward these to the Flexi Exchange Connector via Web Services. If there are more than one Active Directory in the domain the command must be run on each AD. With the command found below the account rights are assigned for the user flexiexchangeconnect. 4 Copyright 2015 Datatal AB. All rights reserved

7 Get-ExchangeServer where {$_.IsClientAccessServer -eq $TRUE} ForEach-Object { Add-ADPermission -Identity $_.distinguishedname -User (Get-User -Identity flexiexchangeconnect select-object).identity -extendedright ms-exch-epi- Impersonation } Account rights for the user to be allowed to use the Impersonate function on all users in Microsoft Exchange must also be assigned. If there are more than one Exchange server in the domain the command must be run on all Exchange servers. With the command found below the account rights are assigned for the user flexiexchangeconnect. Get-MailboxDatabase ForEach-Object { Add-ADPermission -Identity $_.DistinguishedName -User flexiexchangeconnect -ExtendedRights ms-exch-epi-may- Impersonate } 1.2 Configuration for Microsoft Exchange 2010 New-ManagementRoleAssignment Name:impersonationAssignmentName Role:ApplicationImperson ation User:serviceAccount -User = domain user -Name = FlexiConnector Copyright 2015 Datatal AB. All rights reserved. 5

8 6 Configuration for Microsoft Exchange 2013 Create a user with name flexi-exchange Goto Exchange Admin Center, login as admin Premissions and create a Adminrole 6 Copyright 2015 Datatal AB. All rights reserved

10 8 Configuration for Office 365 Exchange requirements - Role-Based Permissions - EWS Application Support Supported plans, P2, M, E1, E3, E4 Log in to Office 365 as an administrator and create a new user 8 Copyright 2015 Datatal AB. All rights reserved

This completes the configuration of Office 365 Log in to AdmiTal Web on the Flexi Presentity server with the Sysop account Choose System -> Calendarintegration -> Servers -> New Enter information for

19 This completes the configuration of Office 365 Log in to AdmiTal Web on the Flexi Presentity server with the Sysop account Choose System -> Calendarintegration -> Servers -> New Enter information for the FlexiConnector account, see above. Do not forget to check the box AutoDiscover then click save AND don t forget to enter full account with domain Copyright 2015 Datatal AB. All rights reserved. 17

18 Then choose System -> Calendarintegration -> Rules -> New Choose Host: Office365 Rule:

Choose User -> Edit user, add the users e-mail and make sure Calendarintegration is checked Check the connection with Office 365 by choosing System -> Calendarintegration -> Active

21 Choose User -> Edit user, add the users and make sure Calendarintegration is checked Check the connection with Office 365 by choosing System -> Calendarintegration -> Active connections If there are information present in the field Watermark and Subscription id connection is established with Office 365 and ready for use Copyright 2015 Datatal AB. All rights reserved. 19

20 2.0 Configurating the Flexi Exchange Connector Configurating the Flexi Exchange Connector is done in the administrative interface Flexi

22 Configurating the Flexi Exchange Connector Configurating the Flexi Exchange Connector is done in the administrative interface Flexi AdmiTal Web. You must be logged in with the Sysop account to access the settings under System. 20 Copyright 2015 Datatal AB. All rights reserved

23 Hostname: Input hostname for the Exchange server that should be connected to the Flexi Exchange Connector. Username: Input username for the Flexi Exchange Connector user you created in Microsoft Exchange. Password: Input password for the Flexi Exchange Connector user you created in Microsoft Exchange. Domain: Input the Exchange domain where the Flexi Exchange Connector user is located. SSL Secure connection: Check this if you wish to use encrypted connection between the Flexi system and the Exchange server. Note that Microsoft Small Business Server only support SSL, therefor this option must be checked for the function to work. AutoDiscover: It is primarily used in environments consisting of more than one Exchange server. For example to simplify moving users between Exchange servers through centralising user profiles in Active Directory. Local webservice address: Input web service address used by the Flexi system to connect to the Exchange server. Copyright 2015 Datatal AB. All rights reserved. 21

24 22 This is only needed if for instance the Flexi server is behind a firewall or in a different network where the local address is not accessible to the Exchange server. Local webservice SSL: Check this if you wish to use encrypted connection between the Exchange server and the Flexi system when you have stated a local web service address. 22 Copyright 2015 Datatal AB. All rights reserved

26 24 Host: Choose which Exchange server should be associated with the rule. Rule: State a rule that select in which Exchange server a specific address is located. In the example above the Flexi Exchange Connector connects to mail1.flexi.se if the address ends with support.flexi.se. addresses which for instance end with kundtjanst.flexi.se will use mail2.flexi.se instead. If the priority had been reversed the Flexi Exchange Connector would have connected to mail2.flexi.se for addresses ending with support.flexi.se as well. Priority: The higher the number the higher the priority. If two or more rules match an address the one with highest priority will be chosen. 24 Copyright 2015 Datatal AB. All rights reserved