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Setting up Office 365 calendar synchronization

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Description

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Notes before start

We have verified that implementing sync works with the scenario described below.

Possible scenarios that might cause issues with the implementation:

  • Multiple domains
  • Accounts that have been migrated from one server to another, i.e. Microsoft Exchange 2007 -> Office 365

In these scenarios Customer Support can check the error message seen on our error logs but troubleshooting should be done by the service provider or Microsoft. We don't provide support for Office 365 environment management.

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Settings in Office 365

Following information is needed from Office 365 to set up the sync in Visma Severa. Contact your Office 365 administrator user to get this data. Note! Delegate user should have exchange-license.

  • Delegate password: Password of the deletegate user account.

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Creating a delegate user in Office 365 (license E3)

Office 365 administrator access is required to do the following steps.

1. Log in to Office 365 admin portal. Go to Management > Users and choose New > User. Note! Delegate user should have exchange-license.

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2. Follow the 5 steps of user creation. It is not necessary to give administrator permissions for the user (asked in step 2). Note! After delegate user is created, login to Microsoft Online portal and logout once with this user to activate the user account.

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3. Go to Home > Options > Manage My organization

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4. Select Roles & Auditing > New. For the role group enter some name, as Role add "ApplicationImpersonation" and as a Member add the user created in previous steps. Finish with Save

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Creating a delegate user in Office 365 (licenses E1 and Midsize Business)

Office 365 administrator access is required to do the following steps.

1. Log in to Office 365 admin portal. Go to Admin > Office 365 and choose User and groups

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2. Click add (+). Note! Delegate user should have exchange-license.

3. Follow the 5 steps of user creation. It is not necessary to give administrator permissions for the user (asked in step 2). Note! After delegate user is created, login to Microsoft Online portal and logout once with this user to activate the user account.

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4. Go to Home > Admin > Exchange > Permissions

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5. Add role (+). For the role group enter some name, as Role add "ApplicationImpersonation" and as a Member add the user created in previous steps. Finish with Save

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Settings in Visma Severa (administrator)

1. Login Visma Severa

2. Click on Tools > Settings in the top menu and then click on Microsoft Exchange in the Organization section.

3. First select the Office 365 version from the dropdown: Exchange 2007/Exchange 2010/Exchange 2013/Exchange 2016/Office 365

4. Enter Delegate username and Delegate password provided by your Office 365 administrator.

It is possible to limit what activities are synced from Severa to Outlook based on activity type. Note! It is not possible to restrict what calendar entries are synced from Outlook to Severa. Private entries from Outlook are matched to activity type "Personal" if such an activity type exists in Visma Severa. All other entries get the Visma Severa default activity type. Read more about activity types.

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Visma Severa users can now be notified to complete the calendar sync set up on their Personal details page.

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Settings for user in Visma Severa

1. Click on Tools > Personal details.

2. Open the Calendar synchronization -section

3. Click to mark the Enable sync checkbox. Verify that the Username displayed below is correct so that the same email address is used as an Exchange email address and VIsma Severa login address. NOTE: Other user cannot enable to another user.

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When enabled, calendars will automatically be synchronized. You can manually start the sync by clicking Refresh button in "My activities" bar.

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