Table of Contents
Updated by Tara
This section explains how to set up the Exchange connection in Studio. See the other relevant chapters for other configurable options.
Before getting started
- Backend environment setup
- Studio project setup V4 (via Configurator)
- Have staff enabled
- Have either a delegation or impersonation account setup
- Username for the connecting mailbox
- Password for the connecting mailbox
- Endpoint for the connecting mailbox
- Minimum of 1 email address to connect
Set up the connection
- Log in to Studio at parent level (e.g: https://customer.jrni.com/studio#)
- Go to Settings > Integrations > Exchange
- Click Add Integration
- Populate all of the required fields in the connection window
Email of exchange user (Required until modern AUTH implemented)
Password linked to the Exchange user email (Required until modern AUTH implemented)
Recent versions of Exchange now use an autodiscover endpoint that allows us to locate the correct set of mailboxes on an Exchange server. This is required in order to follow Microsoft's streaming practices.
This endpoint is usually similar to the Endpoint but replaces exchange.asmx with autodiscover.asmx. This is usually an option found in Exchange version 365, 2010 and up. (e.g. https://outlook.office365.com/autodiscover/autodiscover.svc)
Content coming soon..
Set access type to Impersonation for one-to-many basis. You’ll need to set up a dedicated service account on our behalf in Active Directory, and then give that account impersonation rights over all accounts it will need to access.
Or set to Delegate. This is for each mailbox account to provide delegate access to the service account. Access rights are set on a one-to-one basis, and are administered by the mailbox owner, meaning rights can be granted or removed at any time by them.
Verify SSL Certificate
This option should only be enabled if the Exchange server has the correct SSL certificates, if not this should remain disabled otherwise JRNI will not be able to connect to Exchange.
This option decides what will happen to the Outlook event if it is deleted by the user. The clients settings in Exchange will usually determine the option selected here. By default, you should select soft delete.
When an appointment is created via a JRNI channel and is synced across as an Exchange event, a user will not be able to amend the time or time of the event via the Outlook interface. If this action is attempted, JRNI will sync the appointment back to the original time.
This feature allows you to send custom data to the subject and body fields of an Outlook appointment. You can choose to use either the default template without editable fields or a customised template built with the liquid objects.
Click here for full list of liquid objects (coming soon)
Auto confirm reservations
This feature, when enabled, will automatically confirm reservation bookings when they are updated in Outlook.
For example, if you have a reservation in Outlook and you move the appointment to another time or date; JRNI will automatically confirm the booking and send out the relevant email communications.
Provide all email domains which should be considered as internal attendees. This will be visible in the booking in Studio.