Installation Guide RMS-SCH-EWS - AV · PDF fileInstallation Guide Resource Management Suite...

Instal lat ion Guide

Resource Management Suite

RMS-SCH-EWSRMS Enterprise Interface for EWS

Last Revised: 7/01/2014

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DLI-6293353v1

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“AMX”, “RMS”, and “RMS Enterprise” are trademarks of AMX.

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Table of Contents

Table of ContentsRMS v4.3 Interface for EWS ...............................................................................1

Overview .................................................................................................................. 1

Microsoft Exchange 2010 & 2013 Server Requirements........................................... 1

Pre-Installation Checklist........................................................................................... 1

Installation and Configuration Steps - Overview....................................................... 2

Upgrading the Scheduling Plug-In................................................................................... 2

Upgrading the RMS Scheduling Interface ....................................................................... 2

Creating Room Mailboxes ..................................................................................3Overview .................................................................................................................. 3

Creating a New Room Mailbox: Exchange 2010....................................................... 3

Additional Documentation .............................................................................................. 3

Creating a New Room Mailbox: Exchange 2013....................................................... 4


Creating a New Room Mailbox: Office 365 .............................................................. 5


Creating Room Lists (Distribution Groups) .........................................................7Overview .................................................................................................................. 7

Creating Room List Distribution Groups: Exchange 2010......................................... 7

Creating Room Lists: Exchange 2013 ....................................................................... 7

Creating Room Lists: Office 365 ............................................................................... 7

Adding the RMS Scheduling Interface ................................................................9Overview .................................................................................................................. 9

Scheduling Server Requirements .................................................................................... 9

Before You Start ..................................................................................................... 10

Install the Scheduling Interface and Configuration Tool ......................................... 10

Plug-In Installation and Configuration ..............................................................13Overview ................................................................................................................ 13

Installing the EWS Scheduling Plug-In..................................................................... 13

Registering the EWS Plug-In ................................................................................... 16

Recurring Appointments in Exchange With "No End Date".......................................... 22

Configuring the RMS Service Account ..............................................................23Overview ................................................................................................................ 23

Configuring the RMS Service Account on the Scheduling Server ........................... 23

Configuring the RMS Service Account on the Exchange 2010/2103 or Office 365 Server ............................................................................................ 23

Limiting Impersonation to Mailboxes that will be Synchronized with RMS ................... 24

iRMS-SCH-EWS - RMS Enterprise Interface for EWS

Table of Contents

Location to Resource Profile Mapping ..............................................................25Overview ................................................................................................................ 25

Known Issues ....................................................................................................27Overview ................................................................................................................ 27

ii RMS-SCH-EWS - RMS Enterprise Interface for EWS

RMS v4.3 Interface for EWS


OverviewRMS Enterprise Scheduler provides ad-hoc bookings and assists attendees in locating meeting rooms by displaying the scheduled appointments on a touch screen in the meeting room and adjacent to room entrances. It also provides automation capabilities for event start and end times.

The RMS Interface for EWS (RMS-SCH-EWS) utilizes the Microsoft® Exchange Web Services API to communicate with Exchange 2010, Exchange 2013 and Office 365 servers.

This scheduling plug-in updates scheduling information in the Exchange or Office 365 Server, and synchronizes that information with AMX Touch Panels - making the scheduling information seamless between Exchange or Office 365 and AMX Touch Panels.

Scheduling plug-ins for RMS Enterprise are available to download from www.amx.com/rms/.

The RMS-SCH-EWS plug-in provides:

Appointment management features of the RMS application to synchronize RMS room schedules with Exchange servers.

Add rooms in the RMS application that have you would like to schedule and associate them with an Exchange Room Mailbox.

Calendaring & Scheduling:

Display room appointments on AMX Touch Panel

Schedule ad-hoc appointments

Extend a meeting

End a meeting

Display room schedule along with appointment details to assist and inform meeting attendees

Microsoft Exchange 2010 & 2013 Server RequirementsMicrosoft Exchange 2010 SP3

Microsoft Exchange 2013 SP1

Pre-Installation ChecklistBefore installing the RMS Enterprise Interface for Exchange, review the following checklist to verify that these basic system requirements are met:

Verify that the RMS Enterprise Scheduling Troller Window Service (required for all scheduling interfaces). and the Exchange EWS Client are installed on the same machine.

The RMS Enterprise Scheduling Troller Window Service and the Exchange server must be on the same time zone. Refer to the Adding the RMS Scheduling Interface section on page 9 for details.

Verify that the Server on which the Scheduling Interface and Plug-In will be installed has .NET 4.0® (or higher) installed. If version 4 of .NET is not detected, the Plug-In installation program will prompt you to exit the installation. Refer to the Plug-In Installation and Configuration section on page 13 for details.

RMS-SCH-EWS is intended for use with RMS version 4.3.

The RMS application will not access emails, tasks, notes, etc.

1 RMS-SCH-EWS - RMS Enterprise Interface for EWS

http://www.amx.com/rms/


Installation and Configuration Steps - Overview1. Create Room Mailboxes: Each RMS Location must be associated with a Room Mailbox.

See Creating Room Mailboxes on page 3 for details.

2. Create a new Room List Distribution Group: A Room List Distribution Group containing the Room Mailboxes that will be visible to RMS must be created on the server.

Each Room List Distribution Group can contain up to 100 entries.

Multiple Room Distribution Lists can be created as needed to manage more than 100 room mailboxes.

See Creating Room Lists (Distribution Groups) on page 7 for details.

3. Install and configure the EWS scheduling plug-in: Refer to the Plug-In Installation and Configuration on page 13.

4. Install the RMS scheduling Interface (if necessary): In order to add the Scheduling Interface (required to use any Scheduling Plug-Ins) to your RMS Enterprise system, it is necessary to upgrade your RMS Entitlement with a Scheduling License. The Scheduling License enables support for various scheduling plug-ins for RMS Enterprise.

See Adding the RMS Scheduling Interface section on page 9 for details.

5. Configure the RMS Service account: In order for RMS Locations to synchronize with the Room Mailboxes, the RMS plug-in must add, modify, and cancel appointments using a domain account.

See Configuring the RMS Service Account on page 23 for details.

Upgrading the Scheduling Plug-InTo upgrade from a previous version of the Scheduling Plug-In, follow the instruction for installing the current version (see the Installing the EWS Scheduling Plug-In section on page 13).

The installation process removes the previous version before installing the new version.

Upgrading the RMS Scheduling InterfaceTo upgrade from a previous version of the RMS Scheduling Interface, follow the instruction for installing the current version (see the Adding the RMS Scheduling Interface section on page 9 for details).

The installation process removes the previous version before installing the new version.

After installing the update, it is necessary to re-configure access to Exchange Room Mailboxes for the RMS Service account. Refer to the Configuring the RMS Service Account on page 23 for details


Creating Room Mailboxes


OverviewExchange 2010, Exchange 2013 and Office 365 use Room Mailboxes to manage meeting room schedules. Each RMS Location (meeting room) that will synchronize with RMS must be represented by a Room Mailbox.

Creating a New Room Mailbox: Exchange 20101. On the Exchange 2010 server, select Microsoft Exchange Server 2010 > Exchange Management Console to

launch the Exchange Management Console utility.

2. Under Recipient Configuration, right-click on Mailbox and select New Mailbox from the context menu. This selection opens the New Mailbox - Introduction dialog.

3. Select Room Mailbox, and click Next to proceed to the New Mailbox - User Type dialog.

4. Select either New User or Existing users:

New User - select this option to create a new user.

Existing users - select this option to assign an existing user that is not currently associated with an Exchange 2010 Mailbox.

5. Click Next to proceed to the New Mailbox - User Information dialog.

6. Fill in the user information fields in this dialog and click Next to proceed to the New Mailbox - Mailbox Settings dialog.

7. The default settings in this dialog are sufficient - click Next to proceed to the New Mailbox New Mailbox (Confirmation Summary) dialog.

Use this dialog to review the information entered.

To copy the summary information presented in this dialog, click CTRL+C.

8. Click New to create the new Mailbox, and proceed to the New Mailbox - Completion dialog.

9. Click Finish.

Repeat this process for each RMS Location that will synchronize with RMS.

Once a Room Mailbox has been defined for each RMS Location, all mailboxes must be added to a Room Distribution List Group (see Creating Room Lists (Distribution Groups) on page 7).

Additional DocumentationFor more detailed information on creating a room mailbox, creating a room list and changing room mailbox properties in Exchange 2010, refer to the Microsoft® article "Managing Resource Mailboxes and Scheduling":

http://technet.microsoft.com/en-us/library/bb124374(v=EXCHG.141).aspx

Note that this article also provides instructions on using the Exchange Management Shell to create room mailboxes and room lists.

Appropriate administrator access is required to perform these tasks.


http://technet.microsoft.com/en-us/library/bb124374(v=EXCHG.141).aspx


Creating a New Room Mailbox: Exchange 20131. Log in to the Exchange Admin Center (EAC):

https://<ip address of Exchange 2013 server>/ecp

- or -

https://<host name of Exchange 2013 server>/ecp

a. Provide your credentials to log into Exchange 2013.

b. The Exchange Admin Center opens in your browser window.

2. Under Recipients, select Resources.

3. In the Resources page toolbar, click the Add (+) button to open the New Room Mailbox dialog.

4. Fill in the fields, and click Save to create the new mailbox and close the New Room Mailbox dialog.

The new room should now be included in the list of Resources (on the Resources page).

5. Select the new mailbox and click Edit to open the Room Mailbox dialog. Use the options in this dialog to configure the new room mailbox.

6. Select Booking Delegates.

7. Under Booking requests, verify that Accept or decline booking automatically is selected (the default setting).

8. Click Save to save changes and close the New Room Mailbox dialog.



Additional DocumentationFor more detailed information on creating a room mailbox, creating a room list and changing room mailbox properties in Exchange 2013, refer to the Microsoft® article "Create and manage room mailboxes":

http://technet.microsoft.com/en-us/library/jj215781%28v=exchg.150%29.aspx


The only required fields in this dialog are Room name and Email address.



Creating a New Room Mailbox: Office 3651. Log in to the Exchange Admin Center (EAC):

https://outlook.office365.com/ecp/

a. Provide your credentials to log into Office 365.

b. The Exchange Admin Center opens in your browser window.

2. Under Recipients, select Resources.

3. In the Resources page toolbar, click the Add (+) button to open the New Room Mailbox dialog.

4. Fill in the fields, and click Save to create the new mailbox and close the New Room Mailbox dialog.

The new room should now be included in the list of Resources (on the Resources page).

5. Select the new mailbox and click Edit to open the Room Mailbox dialog. Use the options in this dialog to configure the new room mailbox.

6. Select Booking Delegates.

7. Under Booking requests, verify that Accept or decline booking automatically is selected (the default setting).

8. Click Save to save changes and close the New Room Mailbox dialog.



Additional DocumentationFor more detailed information on creating a room mailbox, creating a room list and changing room mailbox properties in Office 365, refer to the Microsoft® article "Create and manage room mailboxes":



The only required fields in this dialog are Room name and Email address.


Creating Room Lists (Distribution Groups)


OverviewAll Room Mailboxes or Resources to be synchronized with the EWS Plug-In must be a member of a Room List Distribution Group.

Resources that are not a member of a Room List Distribution Group will not be visible to the EWS Plug-In.

Each Room List Distribution Group can contain up to 100 entries.

Multiple Room Distribution Lists can be created as needed to manage more than 100 room mailboxes.

Creating Room List Distribution Groups: Exchange 2010The following Microsoft® articles provide detailed information on creating Room List Distribution Groups on the Exchange 2010 server - click links below to open:

"Create a Room List Distribution Group" (http://technet.microsoft.com/en-us/library/ee633471%28v=exchg.141%29.aspx)

"Add a Member to a Distribution Group"(http://technet.microsoft.com/en-us/library/aa995970%28v=exchg.141%29.aspx)

Creating Room Lists: Exchange 2013The following Microsoft® article includes detailed information on creating Room Lists (which are specially marked distribution groups) on the Exchange 2013 server - click link below to open:

"Create and manage room mailboxes" (http://technet.microsoft.com/en-us/library/jj215781%28v=exchg.150%29.aspx)

Creating Room Lists: Office 365The following Microsoft® article includes detailed information on creating Room Lists (which are specially marked distribution groups) on the Office 365 server - click link below to open:

"Create and manage room mailboxes" (http://technet.microsoft.com/en-us/library/jj215781%28v=exchg.150%29.aspx)

Appropriate administrator access is required to perform these tasks.




http://technet.microsoft.com/en-us/library/ee633471%28v=exchg.141%29.aspx

http://technet.microsoft.com/en-us/library/aa995970%28v=exchg.141%29.aspx



Adding the RMS Scheduling Interface


OverviewIn order to add the Scheduling Interface (required to use any Scheduling Plug-Ins) to your RMS Enterprise system, it is necessary to upgrade your RMS Entitlement with a Scheduling License. The Scheduling License enables support for various scheduling plug-ins for RMS Enterprise.

This section describes upgrading your RMS Entitlement with a Scheduling License. The Scheduling License enables support for various scheduling plug-ins for RMS Enterprise.

Verify that the server that will run the RMS Enterprise Scheduling Interface meets or exceeds the minimum OS and hardware requirements indicated below.

Scheduling Server RequirementsVerify that each server that will run the RMS Enterprise Scheduling Interface meets or exceeds the following minimum requirements (check the appropriate boxes below):

For installations with more than 50 locations that use the Scheduling Interface, a separate server from the RMS Application is required.

To ensure optimal performance of the RMS Enterprise UI, the RMS Scheduling Interface application should not be installed on the Primary RMS Enterprise Server. Install the RMS Scheduling Interface application on a separate server.

Scheduling Server Hardware Requirements

Does your Scheduling server meet the following Minimum Hardware Requirements? Yes No

• Processor Dual core Intel Xeon processor @ 2.67GHz (or equivalent)

• Memory 4 GB

• Display 1280 x 1024 resolution

• Hard Disk 1 GB available space for RMS Enterprise Scheduling application files.

Yes to all Please continue to the next step.

No to any You must obtain a server that meets these minimum requirements to install RMS Enterprise.

Scheduling Interface Operating System

Do you have a compatible server OS installed? Yes No

Supported Microsoft Server Operating Systems:

• Microsoft Windows Server 2012 R2 (64-bit)

Note: When using Windows Server 2012, the administrator must install NET 4.0 or higher (required by the AMX License Tool).

• Microsoft Windows Server 2008 R2 (64-bit): Web Edition / Standard Edition / Enterprise Edition

Yes Please continue to the next step.

No You must obtain a compatible server OS to install RMS.

9RMS-SCH-EWS - RMS Enterprise Interface for EWS


Before You StartVerify that the Primary RMS Server is running.

Have the IP Address and login credentials for the RMS Enterprise Server.

Have the IP Address and login credentials for the scheduling interface.

Install the Scheduling Interface and Configuration ToolThe first step in adding a Scheduling License to RMS Enterprise is to install the RMS Scheduling Interface application and RMS Scheduling Configuration Tool:

1. Download the RMS Enterprise Scheduling installation file (ResourceManagementSuiteScheduler.msi) from www.amx.com/rms/.

2. Double-click to launch the AMX RMS Scheduling Setup Wizard (FIG. 1):

3. Click Next to proceed to the End-User License Agreement screen (FIG. 2):

Scheduling Interface Operating System (Cont.)

Do you have an administrative account to the server where RMS will be installed? Yes No

Note: RMS is a system level application and requires administrative access to install and configure RMS, including the Scheduling Interface and Scheduling Configuration Tool .

Yes Please continue to the next step.

No You must obtain an administrative logon account, or logon to the server with a user account that has administrative access to the server.

FIG. 1 AMX RMS Scheduling Setup Wizard (Welcome screen)

FIG. 2 AMX RMS Scheduling Setup Wizard - End User License Agreement


http://www.amx.com/rms/


4. Click I accept the terms in the License Agreement to enable the Next button, then click Next to proceed to the Destination Folder screen (FIG. 3):

The default target directory for the Interface installation is indicated in the text field on this screen:

32-bit OS: C:\Program Files\AMX\Resource Management Suite\Scheduler\

64-bit OS: C:\Program Files (x86)\AMX\Resource Management Suite\Scheduler\

In most cases you should use this default setting. However, if your installation requires a different folder, click Change and select the desired folder in the Change Destination Folder screen.

5. Click Next to proceed to the Ready To Install AMX RMS Scheduling screen (FIG. 4):

6. Click Install to begin installing AMX RMS Scheduling to the target directory on the specified server. Installation progress is indicated in the Installing AMX RMS Scheduling screen (FIG. 5):

FIG. 3 AMX RMS Scheduling Setup Wizard - Destination Folder

FIG. 4 AMX RMS Scheduling Setup Wizard - Ready To Install AMX RMS Scheduling

11RMS-SCH-EWS - RMS Enterprise Interface for EWS


7. When the installation is complete, the Completed the AMX RMS Scheduling Setup Wizard screen is displayed (FIG. 6):

8. Click Finish to close the AMX RMS Scheduling Setup Wizard.

At this point, the Scheduling Interface and Scheduling Configuration Tool are both installed.

FIG. 5 AMX RMS Scheduling Setup Wizard - Installing AMX RMS Scheduling

FIG. 6 AMX RMS Scheduling Setup Wizard - Completed the AMX RMS Scheduling Setup Wizard


Plug-In Installation and Configuration

Plug-In Installation and ConfigurationOverviewTo use the RMS Enterprise Interface for EWS, it must first be registered.

Only a single scheduling plug-in should be registered at one time.

The RMS Interface for EWS communicates with a single Exchange (2010 or 2013) or Office 365 server.

Installing the EWS Scheduling Plug-In1. Launch the installation file: RMSExchangeEWSPlugin.exe. The first dialog to display is the Welcome screen

(FIG. 7):

2. Read the Welcome text, and click Next to proceed.

If the program detects that RMS Enterprise is not present on this PC, you will be prompted to exit and install RMS Enterprise (FIG. 8).

In addition to RMS Enterprise, the RMS Scheduling Interface application and RMS Scheduling Configuration Tool are required to install a scheduling plug-in. Refer to the RMS Enterprise Installation Guide for details.

The RMS application must be configured for External Scheduling Systems for the scheduling plug-in configuration dialog to be displayed. See the RMS Enterprise Installation Guide ("Adding the Scheduling Interface and Plug-In" section).

FIG. 7 Welcome to RMS Exchange EWS Plug In Setup dialog

FIG. 8 RMS Exchange EWS Plug-In Prerequisites dialog



If version 4 of .NET is not detected, the installation program will prompt you to exit the installation (FIG. 9):

In this case, click OK to exit the installation, install version 4 of .NET, and start over.

3. Click Next to proceed to the License Agreement screen (FIG. 10):

4. Click I accept the terms in the License Agreement to enable the Next button, then click Next to proceed to the Start RMS Exchange EWS Plug-In Installation dialog (FIG. 11):

5. Click Next to start the installation (FIG. 12):

FIG. 9 .NET Framework version 4 required to run RMS Scheduling Interface and Plugins

FIG. 10 RMS Exchange EWS Plug-In License Agreement

FIG. 11 Start RMS Exchange EWS Plug-In Installation dialog



6. In the final Exchange EWS Plug-In installation dialog, click Next to launch the RMS Enterprise Scheduling Configuration tool (FIG. 13):

FIG. 12 Installing (RMS Exchange EWS Plug-In Installation) dialog

FIG. 13 RMS Exchange EWS Plug-In - Installation Completed



Registering the EWS Plug-InOnce the EWS Plug-In has been installed, it must be registered. Click Next in the final EWS installation dialog (FIG. 13 on page 15) to launch the RMS Scheduling Configuration tool. Use this tool to configure the EWS Plug-In to communicate with RMS Enterprise.

1. The initial view is of the RMS Server tab (FIG. 14). Enter the appropriate connection information for your RMS Enterprise server:

2. Click the Test Connection button to verify this information. The program will indicate whether the connection was successful (FIG. 15). If the connection attempt fails, re-enter the server information and try again.

FIG. 14 RMS Enterprise Scheduling Configuration tool - RMS Server tab

RMS Enterprise Scheduling Configuration - RMS Server Configuration options

RMS Server URL: Enter the URL or IP address of the RMS Server that will use this scheduling plug-in.

User Name: Enter the user name as required by the server (default = "scheduler")

Password: Enter the password as required by the server (default = "password")

FIG. 15 RMS Enterprise Scheduling Configuration tool - RMS Server tab (after a successful Test Connection)



3. Click Save RMS Server Setting to save these settings, register the Plug-In with the server, and enable the Scheduling Plugins and Resource Profiles tabs.

4. In the Scheduling Plugins tab, select RMS Enterprise Exchange EWS Scheduling Plug-In from the list of installed Scheduling Plugins.

Unless you have installed others previously, this should be the only Scheduling Plug-In indicated (FIG. 16).

5. Click the Register button at the bottom of this tab.

6. This action invokes the Exchange EWS Scheduling Plug-In Configuration dialog - Web Service Configuration tab.

Use the options in this tab to configure RMS access to Exchange by entering the URL for Exchange Web Services, specify the authentication method and credentials for the RMS Service account.

If communicating with SSL, RMS can be set to require a valid SSL certificate, or to allow certain validation failures. (FIG. 17).

You cannot proceed until you have successfully connected to the RMS Server.

FIG. 16 RMS Scheduling Configuration - Scheduling Plugins tab



FIG. 17 Exchange EWS Scheduling Plug-In Configuration dialog - Web Service Configuration tab

Web Service Configuration options

Web Service URL Enter the URL for the Web Service on the Exchange server.

RMS Service Account Authentication Method

Directory Account using Windows login

Note: This is the account that will query, create and modify bookings via the touch panel. This account must have full permissions (Exchange 2010/2013) or be a delegate for all resources (Office 365). See Configuring the RMS Service Account on page 23 for details.

This option uses Windows login credentials to authenticate the RMS Service Account. This is the default setting. With this option selected, the following entries are required:

• Login ID: Enter a valid login ID associated with the Exchange server.

• Password: Enter the password associated with the login ID entered above.

• Domain: Enter the domain for the Exchange server.

Exchange certificate-based authentication

Select this option to require an Exchange certificate for authentication.

With this option selected, click Select Certificate to select the certificate that is mapped to the RMS Service Account, via the Certificate Selection dialog (see FIG. 18 on page 19).

This dialog lists the certificates in the Personal and Trusted People stores on the local machine. Select the certificate that is mapped to the RMS Service Account and click OK to save changes and close this dialog.

The selected certificate is indicated in the (read-only) Exchange certificate-based authentication field

Note: Double-click on a certificate to view details.

Service Management It is required that the Web Service settings are tested successfully before they are saved.

• Click Test to ensure the Web Service URL and authentication credentials are valid . If the test is successful, the Save Settings button is enabled.

• Click Save Settings to save the current Web Service settings.



7. Click on the Synchronization Options tab to configure Blackout Settings and Synchronization Settings (FIG. 19):

Web Service Configuration options (Cont.)

SSL Certificate validation policy

No SSL certificate validation

Select this option to ignore SSL certificate validation (this is the default setting).

Strictly enforce SSL certification validation

Select this option to require full SSL certificate validation.

Accept SSL certificates that fail validation for these reasons

Select this option to enable the list of validation rules below.

Check the SSL certificate validation rules that will be allowed to fail.

FIG. 18 Certificate Selection dialog

FIG. 19 Exchange EWS Scheduling Plug-In Configuration dialog - Synchronization Options tab



8. Click Close to complete the plug-in configuration. This action returns you to the RMS Scheduling Configuration application - Scheduling Plugins tab. Note that the checkmark in the Registered column indicates that the EWS Scheduling Plug-In has been successfully registered (FIG. 20):

9. Use the Resource Profiles tab of the RMS Scheduling Configuration application to specify the Locations that will use the configured Scheduling Plug-In. This tab is initially empty until the application automatically loads the room list from the Exchange server (FIG. 21):

Synchronization Options

Blackout Settings Many systems perform nightly backups or system related processing where the server may not be available or should not be accessed. The blackout option prevents the RMS application from accessing the server during these times. During this blackout period, The RMS application will not attempt to establish a connection to any Exchange server.

• Enable Blackout Period: Select to enable the Start / End Blackout Period fields. This option is enabled by default and is recommended. Use these fields to specify the start and end times for the Blackout Period to accommodate your specific environment.

Start Blackout Period default setting = 11:00:00 PM

End Blackout Period default setting = 5:00:00 AM

• Save Settings: Click to save the current Blackout Period settings.

Synchronization Settings By default, the RMS application will sync with the Exchange server every 15 minutes.

Use this option to adjust the Synchronization Cycles Delay (in minutes).

• Valid range = 5 - 30

• Default value = 15

Note: Any attempt to set this to an invalid value will result in it being reset to the default (15).

FIG. 20 RMS Scheduling Configuration - Scheduling Plugins tab

You can return to the Exchange EWS Scheduling Plug-In Configuration dialog at any time using the RMS Scheduling Configuration application, selecting this plug-in from the list, and clicking the Configure button.



10. In a few seconds, the Resource Name (Exchange Server) column will be populated with a listing of Locations from the Exchange Server (FIG. 22):

11. Place a check in the Use in RMS column to specify which Locations will use the Scheduling Plug-In. Click Use In RMS to select or de-select all Resource Names.

12. Click Save. This will push the selected (checked) Resources to the RMS Server, where they become "Resource Profiles" in RMS.

13. Exit the RMS Scheduling Configuration application (FIG. 23):

FIG. 21 RMS Scheduling Configuration - Resource Profiles tab

FIG. 22 RMS Scheduling Configuration - Resource Profiles tab indicating Conf Rm 1-5 selected to use in RMS



Recurring Appointments in Exchange With "No End Date"Recurring appointments in Exchange that have "No End Date" specified are limited to two years of occurrences synchronized into RMS.

After the two years elapses, no further bookings for that series will be synchronized into RMS.

FIG. 23 RMS Scheduling Configuration - Resource Profiles tab (Exit button)

It is recommended that recurring appointments either have a specific end date or a number of occurrences defined.


Configuring the RMS Service Account


OverviewIn order for RMS Locations to synchronize with Room Mailboxes (Exchange) or Resources (Office 365), the scheduling plug-in must add, modify, and cancel appointments using a domain account with full access permissions.

This domain account is referred to as the RMS Service Account.

The RMS Service Account must be configured on both the Scheduling Server (the PC running RMS Enterprise and Scheduling Plug-In), and the Exchange (2010 or 2013) or Office 365 Server.

Configuring the RMS Service Account on the Scheduling Server1. On the server that has the RMS Scheduler and Plug-In installed, open the Services Management page.

2. Right-click on the RMS Enterprise Legacy Troller service and select Properties to open the RMS Enterprise Troller Properties dialog.

3. Click on the Log On tab.

4. Select This Account, and enter the RMS Service Account user account information that will be used as the RMS Trolling Service.

The account information entered here must match the account information for the RMS Service Account (as entered in the Exchange EWS Scheduling Plug-In Configuration dialog - Web Service Configuration tab (FIG. 17 on page 18). Refer to the Registering the EWS Plug-In section on page 16 for details.

5. Click Apply to save changes, close this dialog and return to the main Services page.

At this point, the Log On As entry for RMS Enterprise Legacy Troller service should indicate the RMS Service Account that was defined in the RMS Enterprise Troller Properties dialog.

Configuring the RMS Service Account on the Exchange 2010/2103 or Office 365 ServerThe RMS Service Account on the Exchange or Office 365 server must meet the following requirements:

The account must have an associated Exchange Mailbox.

The account information entered here must match the account information for the RMS Service Account (as entered in the Exchange EWS Scheduling Plug-In Configuration dialog - Web Service Configuration tab (FIG. 17 on page 18). Refer to the Registering the EWS Plug-In section on page 16 for details.

The account must have rights to add, modify, and cancel/delete appointments in each Exchange Room Mailbox with which RMS will synchronize. This may be accomplished via any of the following three methods:

a. Delegate access to the mailbox.

b. Impersonate the mailbox owner using Exchange Impersonation.

c. Assign full-access permissions to the mailbox.

The following links provide access to Microsoft documentation regarding each of these methods for each supported server OS:

Exchange 2010Set a Delegate on a Resource Mailbox:

http://technet.microsoft.com/en-us/library/bb124973(v=exchg.141).aspx

Exchange 2013,

Office 365

Delegating Permissions:


(go to Create a room mailbox > Use the EAC to create a room mailbox)

Note: If you selected the option requiring that booking requests are sent to delegates, use this section to select delegates.

To add a delegate, click Add. On the Select Delegates page, select a user, click Add, and then click OK to return to the New room mailbox page.

To remove a delegate, select the user and then click Remove.

Assigning Full-Access Permissions:



http://technet.microsoft.com/en-us/library/bb124973(v=exchg.141).aspx




Limiting Impersonation to Mailboxes that will be Synchronized with RMSBy default Exchange Impersonation will allow the RMS account to access to every mailbox in the organization. For security purposes the impersonation scope for the RMS account should be limited to the Exchange Room Mailboxes that will be synchronized with RMS.

There are numerous options for creating this management scope which are beyond the scope of this document.

For information about Exchange management scopes see:

http://technet.microsoft.com/en-us/library/dd335137.aspx

Enabling Impersonation is explained in detail at:

http://msdn.microsoft.com/en-us/library/bb204095%28EXCHG.140%29.aspx


http://technet.microsoft.com/en-us/library/dd335137.aspx

http://msdn.microsoft.com/en-us/library/bb204095%28EXCHG.140%29.aspx

Location to Resource Profile Mapping


OverviewBefore an RMS Location can synchronize with Exchange, each Location must be associated with a Resource Profile:

1. In the RMS Web UI, select Management > Configure Locations/Clients > Locations (FIG. 24):

2. This opens the main Location page. In the Locations window, select a Location name from the list and click Edit (FIG. 25):

3. This opens the Location Edit page (Settings tab).

4. Under Scheduling Configuration, open the Resource Profile drop-down list to select a Resource Profile to map to this Location (FIG. 26):

This will associate the location with the selected Resource Profile (i.e. the Exchange room mailbox).

5. Click Apply to save changes.

FIG. 24 RMS Web UI - Management > Configure Locations/Clients > Locations

FIG. 25 RMS Web UI - Locations Page - Edit button

FIG. 26 RMS Web UI - Location Edit Page - Scheduling Configuration drop-down menu

The list of Resource Profiles that are available to select in this menu is based on the Resource Names that were selected in the RMS Scheduling Configuration application - Resource Profiles tab. Note that if any of the names were edited in the RMS Scheduling Configuration application, the edited names are displayed here.



As Resource Profiles are mapped to Locations, a green checkmark is added to the RMS Scheduling Configuration application - Resource Profiles tab (Mapped column) to indicate which Locations have been mapped. For example, FIG. 27 on page 26 shows the RMS Scheduling Configuration application, indicating that "ConfRm1" is mapped:

FIG. 27 RMS Scheduling Configuration application (indicating "ConfRm1" mapped)


Known Issues

Known Issues

OverviewThis section provides information on known issues relative to the RMS Interface for EWS:

Each meeting instance in an Exchange recurring meeting series is treated as an individual meeting in RMS.

Recurring appointments in Exchange that have "No End Date" specified are limited to two years of occurrences synchronized into RMS. After the two years elapses, no further bookings for that series will be synchronized into RMS.

It is recommended that recurring appointments either have a specific end date or a number of occurrences defined.

The RMS Exchange Appointment Organizational Form is not compatible with this Plug-In.


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