Datatal Flexi Exchange Connectordownload.datatal.se/releases/Documents/Flexi_Exchange_Connector... · Flexi Exchange Connector sends an alert to Flexi Diversion Manager which divert

Copyright © 2018 Datatal AB. All rights reserved.

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Datatal Flexi

Exchange Connector

Copyright © 1993-2015 Datatal AB. All rights reserved

Copyright © 2018 Datatal AB. All rights reserved 2

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Table of content

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 ........................................................................................ 4

Configuration for Microsoft Exchange 2010 ........................................................... 4

Configuration for Microsoft Exchange 2013 and 2016 ........................................... 4

Configuration for Office 365 ..................................................................................... 7

2.0 Configurating the Flexi Exchange Connector ........................ 18


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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 2010 SP1

- Microsoft Exchange 2013

- Microsoft Exchange 2016

- Office 365 with EWS support

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.

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.


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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.

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.


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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.

Configuration for Microsoft Exchange 2010 New-ManagementRoleAssignment –Name:impersonationAssignmentName –Role:ApplicationImperson

ation –User:serviceAccount

-User = domain user

-Name = FlexiConnector

Configuration for Microsoft Exchange 2013 and 2016

Create a user with name flexi-exchange

Goto Exchange Admin Center, login as admin

Premissions and create a Adminrole


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Add flexi-exchange account to a member of this role


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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

https://portal.microsoftonline.com/admin/default.aspx

https://portal.microsoftonline.com/admin/default.aspx


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Creates a new user with the name Datatal Exchange, DTConnector, see above. Remember password


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Goto Exchange administration


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Then add a new admin role


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Edit name and description and add a role

Click on ApplicationImpersonation and add. Then OK


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Add member “FlexiConnector” to this Role


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Last Save the new role, can take a while for Office365 to create this new role. Just wait.


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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 you created above. Enter username with domain,

password and mark “SSL - Secure connection”, leave “Autodiscover” unmarked.

For “Local web service address” type the external address to the Flexi-server (mark “Local web service

SSL” if FlexiServer is published with a certificate). Exchange version is: Office 365


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Then choose System -> Calendarintegration -> Rules -> New…

Choose Host: Office365

Rule: <Your Offie365 domain>

Priority: 1

Press Save


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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

connections

If there are information present in the field Watermark and Subscription id connection is established

with Office 365 and ready for use


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2.0 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”.


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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:

This address is sent to exchange and will be used by exchange to communicate back to Flexi server.


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This is only needed if the Flexi server is behind a firewall or on a different network where the local

address is not accessible to the Exchange server.

Note: If exchange only can access via external address/URL you might need to bind “dtexchange connector

service” to an address other than is sent to exchange , this is done in the NT-registry.

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.


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Host:

Choose which Exchange server should be associated with the rule.

Rule:

State a rule that select in which Exchange server a specific e-mail address is located.

In the example above the Flexi Exchange Connector connects to “mail1.flexi.se” if the e-mail

address ends with ”support.flexi.se”. E-mail 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 e-mail addresses ending with

“support.flexi.se” as well.

Priority:

The higher the number the higher the priority. If two or more rules match an e-mail address the one

with highest priority will be chosen.