Graph API for Exchange Implementation Guide
Prerequisites
The following items need to be configured prior to implementing any Exchange calendar integration.
- Space center active with all relevant floor plans loaded
- Space data configured (space type, space group, capacity, description)
- Reservations center active and configured (notification preferences, reservable rooms identified and toggled on)
- List of exchange addresses and their associated building/floor/space loaded (or ready to load Reservation_Data_Teamplate.xlsx via Data Services)
Steps
Step 1. Establish Credentials
Customer performs these actions.
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Register App via Azure Portal
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Collect Application and Directory IDs to provide to Eptura Workplace
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Collect Client Secret Value (be prepared to transfer securely or enter themselves via Admin > Reservations > Preferences > Enable Exchange OAuth Integration
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Ensure room resource permissions are both added and granted
Step 2. Configure Eptura Workplace
Eptura Workplace performs these actions.
1. Add custom customer credentials in Admin > Reservations > Preferences >Enable Exchange OAuth Integration.
For security reasons, guide the customer to input their Exchange credentials themselves.
During the early adoption period, the credential fields can be exposed to customers by checking the box next to the "Enable Exchange OAuth Integration" preference using the Customer Tool/Customer Service user and select SAVE. Now the customer can input their Application Id, Client Secret Value, and Tenant Id. Do not collect these credentials in any way. Have the customer enter their credentials directly into the application.
2. Add exchange addresses in Space Desktop > Admin for each space or load via Data Services to map Exchange address to corresponding building, floor and space.
3. Validate Connectivity – iOFFICE Tools > Calendar Tools > Mapped Rooms.
4. After OAuth credentials and exchange addresses are configured, it can take up to 24 hours for room data to propagate. Room status should be 'up.'
5. Run a "reserve test" for a sample set of rooms – test will place a 1-minute reservation that should be available for confirmation in the Space Availability page and the room resource’s calendar in Outlook. If this does not produce a 1-minute reservation, follow the Troubleshooting steps to resolve.
Step 3. Customize Rules and Permissions
Reservation Rules - create reservation rules for integrated spaces as required by customer.
Update User Permissions - once both parties are satisfied that the integration is working as expected, update end user permissions to give access to Reservation centers as needed.
Troubleshooting
If the integration does not appear to be functioning for a particular room resource, try performing the following steps to confirm the status of the integration.
- Confirm that the address for the room in question has been entered correctly.
- Confirm the room resource in question is still active in the client's instance of Exchange.
- Confirm whether the room resource email is mapped to the appropriate Eptura Workplace room in the client's instance of Exchange.
- Confirm whether non-unique emails are attached to users on the client’s site.
- Confirm whether ‘null’ or ‘empty string’ emails are attached to users on the client’s site.
- If you are able to “double-book” a reservation, confirm whether the space type of the room is defined correctly. If the room is designated as occupiable, reservations can be made for that space equal to the capacity defined for the room. If the room is designated as non-occupiable, the time of the reservation is used to determine whether the room is available to book or not.
Important Information Links
Admin Setup Guide for Azure - Admin Setup Guide