IM and Presence Calendar Integration Task Flow
Complete these tasks on the IM and Presence Service to set up calendar integration with Microsoft Outlook for either of the following Microsoft deployments:
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An on-premise Microsoft Exchange server
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A hosted Microsoft Office 365 server
Procedure
Command or Action | Purpose | |
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Step 1 |
On the IM and Presence server configure the Exchange server or Office 365 server as a Presence Gateway. |
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Step 2 |
(Office 365 only) Configure the interval schedule by which the IM and Presence Service pulls calendar information from Office 365. The default value is 60 minutes. |
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Step 3 |
(Exchange only) Configure optional service parameters that outline the calendar sync interaction with the Microsoft Exchange server. |
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Step 4 |
If you edited any service parameters, restart the Cisco Presence Engine service. |
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Step 5 |
Enable calendaring for users using one of the following procedures: |
Select the procedure that fits your needs:
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Configure a Presence Gateway
Use this procedure to configure a Presence Gateway to set up calendar integration with Microsoft Outlook. You can assign either a Microsoft Exchange server or an Office 365 server as the Presence Gateway.
Procedure
Step 1 |
From Cisco Unified CM IM and Presence Administration, choose . |
Step 2 |
Click Add New. |
Step 3 |
From the Presence Gateway Type field, choose one of the following options:
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Step 4 |
In the Description field, enter a description that will help you to distinguish the presence gateway instance. |
Step 5 |
In the Presence Gateway field, enter the fully qualified domain name or IP address of the Presence Gateway server. This value must match the server address that is displayed in the Subject Common Name (CN) or Subject Alternate Name field of the server certificate. |
Step 6 |
In the Account Name field, enter the account name to access the server. |
Step 7 |
Enter the password that the account uses to access the server in both the Account Password and Confirm Password fields. |
Step 8 |
In the HTTP/HTTPS Proxy URL field, assign HTTP/HTTPS Proxy server details, if the Presence Gateway Type is Office 365 Server and IM and Presence Service doesn’t have access to Office 365Server. |
Step 9 |
In the HTTP/HTTPS Proxy Username field, enter the user name to access the HTTP/HTTPS proxy server. |
Step 10 |
In the HTTP/HTTPS Proxy Password field, enter the password for the user name provided for HTTP/HTTPS proxy server. |
Step 11 |
Complete the remaining fields in the Presence Gateway Settings window. For more information on the fields and settings, see the online help. |
Step 12 |
Click Save. |
What to do next
You can configure optional parameters for your Microsoft integration type:
Office 365 Pre-Configuration for Authentication type OAuth
Use this procedure to configure the Presence Gateway Authentication Type as OAuth.
You need to follow the steps mentioned in the procedure to fetch the Application (client) ID, Directory (tenant) ID and Client Secret, to set application permission and to grant admin consent from Microsoft Azure portal.
Procedure
Step 1 |
Log in to Microsoft Azure portal: https://portal.azure.com. |
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Step 2 |
Register the new Application and fetch Application (client) ID and Directory (tenant) ID by following the steps available at: https://docs.microsoft.com/en-gb/azure/active-directory/develop/quickstart-register-app#register-a-new-application-using-the-azure-portal. |
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Step 3 |
To create the Client Secret, under Manage, click .
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Step 4 |
Click Office 365 Exchange Online under APIs my organization uses. , and choose |
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Step 5 |
To add an application permission, select full_access_as_app and click Add permissions. , check the check box |
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Step 6 |
To grant admin consent, click . |
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Step 7 |
Under Grant consent, click Grant admin consent for "registered Azure Active Directory" and choose Yes. |
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Step 8 |
Check if there is a green tick mark against Status column for full_access_as_app permission. |
Configure Pull Interval for Office 365 Integration
Use this procedure to configure the interval period following which the IM and Presence Service pulls calendar information from Office 365.
Procedure
Step 1 |
From Cisco Unified CM IM and Presence Administration, choose . |
Step 2 |
From the Server drop-down, choose the IM and Presence publisher node. |
Step 3 |
From the Service drop-down, choose Cisco Presence Engine. |
Step 4 |
Configure an interval, in minutes for the Office 365 Calendar Information Pull Interval service parameter. The default is 60 minutes. |
Step 5 |
Click Save. |
Note |
The IM and Presence Service pulls information from Office 365 at scheduled intervals as specified by the Office 365 Calendar Information Pull Interval service parameter (default value is 60 minutes). However, there is no mechanism for pushing information from Office 365 to the IM and Presence Service. As a result, if a non-scheduled Presence update occurs in Office 365 between scheduled pulls (for example, an ad hoc meeting), the results do not register with the IM and Presence Service until after the next scheduled pull. |
What to do next
Enable calendaring for IM and Presence Service users. To enable the feature for a large number of users at once, you can use either an LDAP sync for users whom are synced from an external LDAP directory, or the Bulk Administration Tool for non-LDAP users. Otherwise, you can enable the feature for users on an individual basis.
Configure Service Parameters for Exchange Integration
Use this optional procedure to configure optional service parameters for Outlook calendar integration with a Microsoft Exchange server. The default values may be sufficient for many parameters.
Procedure
Step 1 |
From Cisco Unified CM IM and Presence Administration, choose . |
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Step 2 |
From the Server drop-down, choose the IM and Presence publisher node. |
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Step 3 |
From the Service drop-down, choose Cisco Presence Engine. |
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Step 4 |
Under Calendaring Configuration, configure values for the following parameters:
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Step 5 |
Click Save. |
What to do next
Restart the Cisco Presence Engine
If you changed the values for any of the Calendaring Configuration service parameters, restart the Cisco Presence Engine service.
Procedure
Step 1 |
From Cisco Unified IM and Presence Serviceability, choose . |
Step 2 |
From the Server drop-down, choose the IM and Presence server and click Go. |
Step 3 |
Under IM and Presence Services, select Cisco Presence Engine and click Restart. |
What to do next
Enable calendaring for IM and Presence Service users. To enable the feature for a large number of users at once, you can use an LDAP sync if users are synced from an external LDAP directory, or the Bulk Administration Tool for non-LDAP users. Otherwise, you can enable the feature for users on an individual basis.
Enable Calendaring for LDAP Synchronized Users
Complete these tasks to enable calendaring via the initial LDAP directory sync. You can use the initial LDAP sync to enable calendaring for users synced from the LDAP directory.
Procedure
Command or Action | Purpose | |
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Step 1 |
Assign calendaring to a feature group template. |
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Step 2 |
Assign your calendaring-enabled feature group template to an LDAP directory sync and complete a sync. |
Add Calendar Integration to a Feature Group Template
Use this procedure to assign Microsoft Outlook calendaring integration to a feature group template. You can use the template to configure Outlook calendar integration for all users synchronized from an LDAP directory
Note |
You can only add or edit feature group template settings for an LDAP directory that has not yet been synced. If the directory is already synced, use Enable Calendar Integrations by Bulk instead. |
Procedure
Step 1 |
From Cisco Unified CM Administration, choose . |
Step 2 |
Complete one of the following steps:
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Step 3 |
Check the Enable User for Unified CM IM and Presence check box |
Step 4 |
Check the Include meeting information in Presence check box |
Step 5 |
Complete the remaining fields in the Feature Group Template configuration window. For help with the fields and their settings, see the online help. |
Step 6 |
Click Save. |
What to do next
Add Feature Group Template to LDAP Sync
Use this procedure to assign the calendaring-enabled feature group template that you just created to an LDAP Directory sync. This will allow you to enable Outlook calendar integration for all users synced from this LDAP Directory.
Note |
You can only add a feature group template to an LDAP directory that has not yet been synced. If the directory is already synced, use Enable Calendar Integrations by Bulk instead. |
Before you begin
Procedure
Step 1 |
From Cisco Unified CM Administration choose . |
Step 2 |
Click Find and select an existing LDAP Directory. |
Step 3 |
From the Feature Group Template drop-down menu, select the calendaring-enabled feature group template that you created in the previous task. |
Step 4 |
Complete the remaining fields in the LDAP Directory window. For help with the fields and their settings, see the online help. |
Step 5 |
Click Save. |
Step 6 |
Click Perform Full Sync Now. |
Enable Calendar Integrations by Bulk
Use Bulk Administration to enable calendar integration for a large number of users in a single operation.
Procedure
Step 1 |
On a Cisco Unified Communications Manager node, log in to the Cisco Unified CM Administration user interface. |
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Step 2 |
Enabling calendar integrations in bulk can be performed from the following windows:
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Step 3 |
For all end users for whom you want to enable calendar integration, make sure that the following end user configuration options are checked:
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Step 4 |
If you are updating from a csv file, in the appropriate Users area, choose a File Name.
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Step 5 |
Click Run Immediately or Run Later. |
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Step 6 |
Click Submit. |
Enable Calendar Integration for a User
Use this procedure to enable calendar integration for an IM and Presence Service user.
Procedure
Step 1 |
Log in to the Cisco Unified CM Administration user interface. |
Step 2 |
Choose . |
Step 3 |
Click Find and select an end user. |
Step 4 |
Check the Enable User for Unified CM IM and Presence check box. |
Step 5 |
Check the Include meeting information in presence check box. |
Step 6 |
Click Save. |