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GMail Calendar Sync. – Admin Tutorial · Fellow Consulting AG Truderinger Str. 41 81677 Munich...
Transcript of GMail Calendar Sync. – Admin Tutorial · Fellow Consulting AG Truderinger Str. 41 81677 Munich...
Fellow Consulting AG Truderinger Str. 41
81677 Munich
Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45
Web: www.fellow-consulting.de
GMail Calendar Sync. – Admin Tutorial
Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
Safe Harbor Statement
Our discussion may include predictions, estimates or other information that might be
considered forward-looking. While these forward-looking statements represent our
current judgment on what the future holds, they are subject to risks and uncertainties
that could cause actual results to differ materially. You are cautioned not to place undue
reliance on these forward-looking statements, which reflect our opinions only as of the
date of this presentation. Please keep in mind that we are not obligating ourselves to
revise or publicly release the results of any revision to these forwardlooking statements
in light of new information or future events. Throughout today’s discussion, we will
attempt to present some important factors relating to our business that may affect our
predictions.
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
FELLOW GMail Calendar Sync. GMAIL CALENDAR SYNC. PLUGIN FOR CRM ON DEMAND
Introduction
With Fellow Consulting’s CRM Gadget – GMail Calendar Sync. Plugin for CRM On Demand
you will be able to synchronize your personal GMail Calendar with Oracle CRM On Demand.
You don’t have to maintain two calendars, you will rather have all your CRM Data in GMail.
You will simply be able to transfer all Tasks and Appointments from CRM On Demand to GMail and back.
Never miss a meeting, have all current information in CRM and on your Laptop in GMail.
The same calendar and tasks on each device, online or offline.
Maintain your Tasks or Appointments wherever you are, synchronize all information from and to
CRM – one source of information on every device.
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
Deployment
I. Before deploying (configuring API Project in your Google app instance)
Step1:
You need to have the following links before you can deploy Gmail Calendar to Google app
instance.
https://appengine.google.com
https://code.google.com/apis/console/
https://gmail-addin.appspot.com/services/oauth2callback
https://gmail-addin.appspot.com
https://mycrm80333.appspot.com/services/GCalendarServices?init=1
And the file:
C:\Users\ASUS\Desktop\DeployGoogleAdd-in\war\WEB-INF\classes\com\fellow\oodgc \client_secrets.json
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
Step2:
You need to configure an API Project to get:
Client ID
Client Secret
Here is How to configure an API Project
1. Login to your Google app instance using this link: https://appengine.google.com
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2. Open a new tab and go to this link: https://code.google.com/apis/console/
3. Click create project and enable Google service (Calendar API and Tasks API)
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
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4. Go to API Access and create an Authorized API Access
5. Complete the Product Name and upload your Product logo, then click Next
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6. Choose Web application and click Create client ID
7. Now you will get a Client ID and a Client Secret. Click Edit settings to edit link
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
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8. Now complete the fields provided below and Click update
Authorized Redirect URLs = https://gmail-addin.appspot.com/services/oauth2callback
https://gmail-addin.appspot.com
Authorized JavaScript Origins = https://gmail-addin.appspot.com
Note: Please notice that you must put in the right Google app instance.
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
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II. Before deploying
(configuring API Project in your Google app instance)
1. By unzipping the provided file (i.e. “google add-in version 1.0.7.raw“) a folder will be created
with the following structure:
There are 4 important folder/files in the deploy folder:
appenginesdk,
war,
deploy2.bat
rollback.bat
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Where People work together
2. go to this path to configure the file named “client_secrets.json” within the war folder C:\.......\war\WEB-INF\classes\com\fellow\oodgc\client_secrets.json
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
3. Edit the file client_secrets.json => Copy Client_ID and Client_Secret from API Access from your Google
app instance and paste it to this file and save again.
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Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
Where People work together
III. Starting to deploy Gmail calendar into your Google app instance
Steps to deploy
1. Go to deploy tool folder and double click deploy2.bat file
2. During the deploy batch type your Google Application Instance name
e.g. gmail-addin and press Enter
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Specialized Partner
Where People work together
3. Type in your Email Address
4. Decide whether you want to deploy only appointments or including tasks,
type true or false and press Enter.
Note:
To disable task by deploying only appointment:
- Visible Task: false
- Visible Task: 0
To deploy both Appointment and Task:
- Visible Task: true
- Visible Task: 1
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Specialized Partner
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5. Complete your mail Password and press Enter
6. Wait until the deployment finishes 100%
Note:
- Wrong Email with Google app instance will not succeed to deploy!
- rollback.bat is used to clear cache if you cannot deploy successfully for the next time.
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Specialized Partner
Where People work together
IV. Mapping XML
To map the Appointment:
Here is the example of appointment field mapping. In example, field "Subject” is mapped
between Gmail Calendar and Oracle CRM on Demand.
GCalendarField = Gmail Calendar Fields
OracleField = Oracle CRM on Demand
To map the Task:
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<Appointment> <Fields>
<Field> <GCalendarField>summary</GCalendarField>
<OracleField>Subject</OracleField>
</Field> </Fields>
</Appointment>
<Task> <Fields>
<Field> <GCalendarField>title</GCalendarField>
<OracleField>Subject</OracleField>
</Field> </Fields>
</Task>
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Here is the sample xml that is already mapped
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<Mapping> <Appointment> <Fields>
<Field> <GCalendarField>summary</GCalendarField>
<OracleField>Subject</OracleField> </Field> <Field>
<GCalendarField>location</GCalendarField> <OracleField>Location</OracleField>
</Field> <Field>
<GCalendarField>start</GCalendarField>
<OracleField>StartTime</OracleField> <Type>DateTime</Type>
</Field> <Field>
<GCalendarField>end</GCalendarField> <OracleField>EndTime</OracleField> <Type>DateTime</Type>
</Field>
</Fields> </Appointment> <Task>
<Fields> <Field>
<GCalendarField>title</GCalendarField> <OracleField>Subject</OracleField>
</Field>
<Field> <GCalendarField>notes</GCalendarField>
<OracleField>Description</OracleField> </Field> <Field>
<GCalendarField>due</GCalendarField> <OracleField>DueDate</OracleField>
<Type>Date</Type>
</Field>
</Fields> </Task>
</Mapping>
Copyright 2012 Fellow Consulting AG. Confidential, all rights reserved. Gold Partner
Specialized Partner
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V. End-User Setup
Please refer to the End-User Setup tutorial: „GMail Calendar Sync. – Tutorial.pdf“.
You can find it on the following web page:
https://mycrm80333.appspot.com/services/GCalendarServices?init=1
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