Office 365 Calendar Integration
This article will show you how to integrate your Office 365 Calendar with Teem.
In order to successfully integrate an Office 365 calendar, you will need to be a Global Admin user within your Office 365 account.
Note: If you are using a hosted Exchange provider you may need to reach out to your provider for more details. Additionally, Office 365 GCC is not supported at this time.
Create a user account for Teem to access with the server
To create a user account follow these steps:
- Sign in to your Office 365 account.
- Select the Admin tab.
- Go to Users.
- Click + Add A User.
- From there, you will fill in the New User information fields. We suggest creating an email that is easily recognizable like email@example.com.
- Ensure everything is correct and click Add.
You have now created a mailbox for our server to utilize.
Create or locate room resources to interface with Teem
If you already have Room Resources created, you can skip this section and jump to Changing Room Resource Settings. If you haven't, follow these steps:
- Go to your Admin Center, https://admin.microsoft.com/
- Select Resources.
- Click + Add.
- From there, you will fill in the information fields.
- Ensure everything is correct and click Add.
You have now created a room resource mailbox.
Permission for the Teem user account to control these room resources
There are two ways to access a mailbox:
- delegate access
Impersonation allows the service account to manage events on behalf of your office’s room resource calendars, regardless of who originally created the event. This is done by acting as an authorized user.
Delegate access acts on behalf of an authorized user with that user’s explicit permission.
We strongly recommend granting your Teem service account the admin role for impersonation rather than using delegate access for Office 365. For security-minded customers, we recommend limiting the scope of impersonation to conference rooms only, which will allow Teem to function normally. Setting up the TEEM service account in this way reduces the chances of running into Microsoft throttling limits when using delegate access.
Throttling limits the number of transactions or concurrent calls (by script or code) that can be performed by a single user. If the calendar account is on Full Access Delegate, and there are a number of room resource calendars associated, Microsoft is going to prevent these concurrent calls (syncing of reservations made to the room, cancellations, etc).
You have two options for switching to App-Level Impersonation, the Office 365 Calendar Integration page has more details.
The End Event Early function still requires complete impersonation access to all mailboxes.
In order to use Impersonation, you will need to fulfill the requirements listed below:
- Have a Teem account with administrator permissions.
- Have access to the Exchange Management Shell with admin access.
To set up Impersonation through the Exchange Management Console, follow these steps:
- From the Office 365 Admin center, click on Admin Center, then Exchange.
- Click on Permissions and Admin Roles.
- Then double-click on Discovery Management.
- In the Discovery Management detail section, select the + icon over Roles.
- Click ApplicationImpersonation.
- Then click the Add button below.
- When that role is added, click Save.
- Verify that ApplicationImpersonation now appears under Roles, then click the + icon over the Members section.
- Find the user account we created above in the list, click on it and select the Add option below.
- Once you verified the account has been selected, click Save.
- Back in the Discovery Management detail window, ensure the user name appears in the Members section. If it does, click the Save button.
- You should see a pop-up informing you that settings are being updated. Wait for it to complete and you are done!
Good job! Your listed user now has Impersonation rights.
Full Access Delegation
If you still prefer to set up delegate access, Teem requires your management user to be a Full Access Delegate on the room resource account. Also, please ensure that this permission has been given to each room resource you wish Teem to interface with.
Note: It may take 24-48 hours for the permission changes to take effect on the server.
If you're looking for a more secure method to control these rooms, our Teem user account needs to be set as a delegate and an editor. To set the permissions as a delegate, follow these steps:
- Go to the Admin Center and click Resources.
- Then double-click on the room resource. There you will see an option for Exchange Settings. Please note that if the option is not there, the server likely needs more time to propagate the room creation.
- In the room detail pop-up, click on Mailbox Delegation.
- In the delegation window, scroll to the bottom and find the Full Access section. Here, you’ll click the + icon.
- In the next pop-up, click +Add and find your management account and click Okay.
- Verify it has been added and click Save.
- Now that the user is assigned as a Full Access Delegate, log in to the Outlook Web App using that user's credentials.
- Open that user’s calendar. On the top navigation, select the user account's drop-down menu.
- Select Open another mailbox.
- This will open a pop-up dialog window. In the input field, type or paste the email address for the shared calendar or resource you would like to integrate with Teem. If it doesn't come up immediately, you may need to click Search Contacts & Directory. In this example, the resource calendar is called "fakeroom."
- After selecting the appropriate calendar, click Open on the pop-up.
Note: If you get an error, there's a chance the delegation changes made have not propagated throughout multiple servers.
- This will open a new window in your browser with you logged into the Room Resource's account. In the top navigation select Calendar.
- After doing this you will see a Share option at the top right of the page (next to the PRINT icon).Click on SHARE.
- This will open up a Share Calendar dialogue. In the Share With field, type or paste the management account you've set up to use with Teem. If the account doesn't come up as you type it, you may need to select Search Contacts & Directory.
- After selecting that management account, you'll need to give it specific privileges. Teem requires the ability to read and write to calendars, so you must select Editor in this drop down.
- After selecting the permission, press Send in the top of the dialogue window. This will send a share request to the Teem user account.
- To accept the request, log back into the Teem user account. Usually this account will still be open in another browser window/tab from the earlier steps. Once logged in, select Outlook in the top navigation.
- You'll have a new message from the room resource calendar, inviting you to subscribe to the shared calendar. Select + ADD CALENDAR in the email message.
- This will open the calendar tab. You should see the new room resource calendar listed on the left side of the page under Other Calendars. Ensure this calendar is checked.
Repeat this process for each room/calendar that you would like to use with Teem.
- Calendars added here must appear under Other Calendars. If these calendars are in different sections we will not be able to discover that calendar.
- That it may take 24 hours for the settings we have made here to completely propagate through your Exchange environment.
Connect exchange to your Teem Account
Now that you have set up access, you are ready to connect an Exchange/Office 365 account to your Teem account.
- Sign in to your Teem account
- Go to the Manage section in the left menu.
- Click Calendars.
- Look to the upper left corner and choose the + Account button.
- Select Office 365 depending on your build.
- After you choose the Office 365 option, you’ll see a screen to enter your information in order for us to import your calendars. Enter your Exchange or Office 365 login and password. For instance, if the email address is firstname.lastname@example.org, but the Active Directory login domain is teem.local, email@example.com would be input into this field.
If you use Exchange, you must use the Active Directory login name of the management user for this field in the format of “firstname.lastname@example.org.”
- Select Office 365 that your company uses.
- Select Impersonation or Delegate Access.
- Click the Authenticate button at the bottom.
If you get an error message such as “Unauthorized” or “Internal Server” error, the account is added in to the system, but the account is considered inactive. We recommend you contact technical support at email@example.com or 415-830-6989, and they will be able to assist you in getting your account up and running.
- After the account is added, you will need to add your calendars. To do this, you will press the yellow Import button within the calendars section and provide a comma-separated list of all calendars that you wish to import to Teem. Alternatively, you can enter calendars to sync via a CSV file.
That’s it! Your Office 365 account is now integrated with Teem and you know how to change Room Resource settings. You will receive an email directed to the sync account informing you which calendars we’ve synced with.