Configuring Pega Sales Automation to Microsoft Exchange calendar integration
Pega Sales Automation™ to Microsoft Exchange calendar integration is a background process that synchronizes your Pega Sales Automation calendar with your Microsoft Exchange calendar.
With this integration, you can create, update, and cancel appointments in the Pega Sales Automation application and synchronize them in real time with your Microsoft Exchange server.
Prerequisites
To create an appointment in Pega Sales Automation and synchronize the appointment with Microsoft Exchange, you must create one impersonation account on Microsoft Exchange with impersonation privileges for all of the users who will manage appointments in the application.
With Microsoft Exchange impersonation, one account is acting as another account. When an account is impersonated, the system logs the access as if the impersonated account is acting on the system. The calling account must have the appropriate permissions and email ID to perform impersonation. This allows the user who has impersonation permissions to make calls against the other user's account. The impersonated account is maintained in the EWS_Integration_AuthProfile authentication profile.
You only need to create one impersonation account to manage appointments for all Pega Sales Automation users.
Configuration
To configure your Pega Sales Automation to Microsoft Exchange calendar integration, complete the following steps:
- Generating a keystore file with SSL certificate
- Updating the security profile in Pega Sales Automation
- Updating the authentication profile in Pega Sales Automation
- Updating settings in Pega Sales Automation
Generating a keystore file with SSL certificate
You must generate a keystore file with the appropriate SSL certificate for your Microsoft Exchange integration. The keystore file and SSL certificate are used by Pega Sales Automation to communicate securely with your Microsoft Exchange server.
- Retrieve the Exchange Web Services (EWS) endpoint URL from Microsoft Outlook. For information on how to retrieve the EWS endpoint URL, see the Microsoft website.
The EWS endpoint URL should look like the following example URL:
https//mail.*****.com/ews/Exchange.asmx
- Launch the EWS endpoint URL in a Google Chrome browser window.
- Complete the following steps to generate and save the SSL certificate file:
- Press to open Developer Tools.
- Click the Security tab.
- Click Details tab. and click the
- Click .
- Click Base-64 Encoded X.509. and choose the format with
- Click and select the file name and path where you want to generate the keystore file.
- Click .
- In the Program Files directory on your machine, open the JDK/bin folder. (Sample path: C:\Program Files\Java\jdk1.6.0_26\bin)
- Run the Java Keytool application in the JDK/bin folder.
- Open the Command Prompt dialog and run the following command:
keytool -importcert -file "<Path for ssl certificate>" -keystore "<Path for jks file name>" - alias "<anything>"
- For the
"<Path for ssl certificate>"
, enter the path where you generated the SSL certificate. - For the
"<Path for jks file name>"
, enter the name for the jks file with path similar to the path for the SSL certificate.
The command should look like the following example command:
keytool -importcert -file ../../../cert.cer -keystore ../../../jkfile.jks -alias certificate
- Press .
- At the prompt, enter a password and confirm the password.
- Press .
- At the prompt, enter yes. The keystore file is generated in the same path where your SSL certificate exists.
Updating the security profile in Pega Sales Automation
You must update the security profile in Pega Sales Automation with the keystore file and password that you generated previously. This provides Pega Sales Automation with the SSL certificate that is required to communicate with your Microsoft Exchange server.
- In the Dev Studio header search text field, search for and select the WS-security profile named EWS_Integration_SecurityProfile.
- Click the Keystore tab.
- Next to the Keystore field, click the icon.
- Click .
- Click JKS keystore file for your server. to search for and select the
- Click .
- Enter the Keystore password and click .
Updating the authentication profile in Pega Sales Automation
You must update the authentication profile in Pega Sales Automation with the user name and password for your Microsoft Exchange impersonation account. Your Microsoft Exchange administrator can provide you with the user name and password for the impersonation account.
- In the Dev Studio header search text field, search for and select the EWS_Integration_ AuthProfile authentication profile.
- Click .
- In the Type field, select NTLM.
- Click .
- Enter the User name that is required by Microsoft Exchange. This is the user email for the impersonated user account.
- Click .
- Enter the Password for the user and click .
- Click .
Updating settings in Pega Sales Automation
To configure your implementation for Microsoft Exchange integration, you must select the Microsoft Exchange calendar integration check box and enter the Exchange URL in App Studio.
- In the App Studio navigation pane, click Settings > Application Settings.
- On the Microsoft Exchange calendar integration check box. tab, select the
- On the Use OAuth Authentication section, in the Exchange URL field, enter the URL. tab, in the
- Click .
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