Setting the Exchange Integration Parameters
- Open the Exchange Integration Parameters form.
-
Specify this information on the Exchange Server
tab:
- User Name
- Specify the domain and user ID that Service Management uses to connect to the Exchange Server.
- Password
- Specify the password associated to the User Name chosen. The password is encrypted in the database upon saving the record.
- URL
- Specify the (secure) internet address for accessing the Exchange Server.
- Version
- Select the version of the Exchange Server to which Service Management will be connected.
-
Specify this information on the Schedule Appointments
tab:
- Enable Appointment Synchronization with Exchange
- Select this check box to enable synchronization of Service Management Appointments with the Exchange Calendar.
- Polling Interval
- Specify how often the synchronization routine runs.
- Polling Start Time
- Specify the time of day when the synchronization starts.
- Polling End Time
- Specify the time of day when the synchronization ends.
- Schedule Days Forward
- Specify the number of days into the future records will be evaluated for synchronization.
- Schedule Days Backward
- Specify the number of days into the past records will be evaluate for synchronization.
- Reminder
- Specify the time in hours to assign to the reminder for new appointments created.
- Allow Exchange Updates
- Select this check box if all users are allowed to update the appointments in Exchange.
-
Specify this information on the Contacts
tab:
- Polling Interval
- Specify how often the synchronization routine runs.
- Polling Start Time
- Specify the time of day when the synchronization starts.
- Polling End Time
- Specify the time of day when the synchronization ends.
- Exchange Folder
- Specify the path to the folder under the "All Public Folders" branch in Exchange.
- Allow Exchange Updates
- Select this check box if all users are allowed to update the appointments in Exchange.
-
Specify this information on the Incidents
tab:
- Enable Incident Creation from Emails
- Select this check box to enable incident creation in Service Management from Exchange emails.
- Polling Interval
- Specify how often the synchronization routine runs.
- Polling Start Time
- Specify the time of day when the synchronization starts.
- Polling End Time
- Specify the time of day when the synchronization ends.
-
You can monitor multiple Exchange folders. To create a record for
each folder, specify this information in the grid:
- Sequence
- Leave this field blank to let the system generate the next sequential number for the record.
- Folder Type
- Select whether the folder is a public folder or user's mailbox.
- Monitor Folder/Email
- Specify either the path to the public folder to monitor or the user's email address.
- Archive Folder
- Specify either the path of the public folder or the user's folder into which you want to move the message once an Incident has been created.
- Store Attachments
- Select this check box if you want to save attachments to the network.
- Attachments Folder
- Specify the UNC path of the folder on the network where attachments will be stored.
- Specify the address to which a notification should be sent when an incident is created.
- SSR
- Select the partner ID to assign as the SRR to all incidents create via Exchange. This value is required and will be validated against the Partners form.
- Owner
- Select the partner ID to assign as the owner to all incidents created via Exchange.
- Department
- Select the department to assign as the department to all incidents created via Exchange.
- Status Code
- Select the status code to assign as the status to all incidents created via Exchange.
- Priority Code
- Select the priority code to assign as the priority to all incidents created via Exchange.
- Save the parameters.
Parent topic: Setup Module