Configuring FootPrints Sync

You can configure FootPrints Sync with Microsoft Office 365 and Microsoft Exchange that enables agents to synchronize appointments in external application with FootPrints. As an administrator, you can configure Sync settings for the system and then agents can configure personal and workspace appointments synchronization with their Microsoft Exchange or Microsoft Office 365 account.

The following topics are provided:

Configuring with Microsoft Exchange

The following instructions explain how to enable communication with Microsoft Exchange from FootPrints.

Before you begin

Ensure that you have:

  • Microsoft Exchange 2007 Service Pack 2 or later
  • A Microsoft Exchange Administrator account with:
    • Impersonation rights configured for the user accounts
    • Microsoft Exchange Web Services

To configure Microsoft Exchange Sync

  1. Click the Administration tab.
  2. In the System Management section, click Integration > FootPrints Sync.
    The Configure FootPrints Sync page appears.
  3. In the FootPrints Sync System Settings section:
    1. Select the Enable Sync check box.
    2. Select Enable Exchange Sync.
      Configuring options for Exchange are displayed.
    3. In the Server Host field, enter the IP address of the server.
    4. In the Domain Name field, enter the domain name to be configured.
    5. (Optional) Select the Change Credentials check box.
      For first time configuration this check box is not visible. It will be displayed only after the configuration.
    6. In the Integration Account section, in the User Name field, enter a user name whose account you want to configure for Microsoft Exchange.
      You cannot enter an email address in this field, you must enter a user name without the @ character.
    7. In the Password field, enter a password for the user.
    8. Click Test Connectivity.
      A message appears, stating whether the test was successful.
  4. Click Save.

Configuring with Microsoft Office 365

The following instructions explain how to enable communication with Microsoft Office 365 from FootPrints.

Before you begin

Ensure that you have an Office 365 administrator account with impersonation rights configured for the user accounts.

To configure Microsoft Office 365 Sync

  1. Click the Administration tab.
  2. In the System Management section, click Integration > FootPrints Sync.
    The Configure FootPrints Sync page appears.
  3. In the FootPrints Sync System Settings section:
    1. Select the Enable Sync check box.
    2. Select the Enable Office 365 Sync.
      Configuring options for Office 365 are displayed.
    3. The Application Address field is auto-populated with the address outlook.office365.com. However, you can change it as per your organization's requirements.
    4. (Optional) Select the Change Credentials check box.
      For first time configuration this check box is not visible. It will be displayed only after the configuration.
    5. In the Integration Account section, in the Account Email field, enter the email address for the account that you want to configure for Microsoft Office 365.
    6. In the Password field, enter a password for the email account.
    7. Click Test Connectivity.
      A message appears, stating whether the test was successful.
  4. Click Save.

Related topic

Configuring your FootPrints Sync settings

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