ClickHome will integrate Calendar appointments for users in ClickHome, as well as import emails from the users email box for each ClickHome user, and also it will import email from a central drop box. ClickHome2 integrates with Microsoft exchange to read notes created for job/client in ClickHome Office (Presite).

The integration handles the following things from Presite/ClickHome Office
 
1. Creates meeting and reminders in exchange when they are created in ClickHome
2. Updates clickhome meetings and reminders when changed in exchange (if they were originally created by clickhome)
3. Emails ( the email subject should have job number)
4. Emails with documents gets attached to case ( email subject should have job number)
 
Outlook sync is not setup for appointment tasks and Site Manager inspections in the current version.

 

Prequisites:

 

1.       Requires .Net framework 4 full setup on server where you are configuring the exchange connector

2.       You will need the Exchange 2007 SP1 web services available for ClickHome to interact with exchange (installed, permissions etc). Or Exchange 2010 server.

 

Ownership: 



Pre Reqs : Client


Steps 1-4 : Clickhome


Steps 5 : Client 


Steps 6-12 : Clickhome




Things to verify on the server before you start the configuration
 

1. From your web server where you run ClickHomeExhange.exe, verify the EWS Address https://ex07sp1.yourcompany.com/EWS/exchange.asmx to make sure you can reach Exchange Web service (EWS)

 

 If you can reach EWS without any errors, ClickHome should be able to connect to your exchange server.


Steps for configuring the ClickHome Exchange connector

 


1. Access FTP Link:

Navigate to ClickHome FTP link ftp://mail.imagemation.com.au/ClickHomeReleases/Exchange%20Connector/ to retrieve the ExchangeConnector.zip

 

2. Create a folder Exchange_Connector:

 

Unzip the files and copy them to Prod directory(eg: xx\Imagemation\Prod\Exchange_Connector) where other ClickHome applications are installed.

 

3. Exchange Connector Configuration File:

 

Locate the ClickHomeExchange.exe.config from the files unzipped previously.

 

4. Modify Exchange connector configuration settings:

 

Change the connection string and database in ClickHomeExchange.exe.config to point it to your SQL server where ClickHome databases are located. Please check your SQL Server to get the ClickHome office database as it appears on SQL Server

 

5. Create Exchange Web Service login:

 

You will need to create the Exchange Web Services (EWS) login, and grant it permission to impersonate users . Set up impersonation rights for Exchange Web Service so that you can read / make changes to exchange users. The EWS login used in this solution is clickmail The command to set up the impersonation rights on your exchange server . Execute the command by giving your EWS login by going to a command prompt Get-ExchangeServer | where {$_.IsClientAccessServer -eq $TRUE} | ForEach-Object {Add-ADPermission -Identity $_.distinguishedname -User (Get-User -Identity User1 | select-object).identity -extendedRight ms-Exch-EPI-Impersonation} Get-ExchangeServer | where {$_.IsClientAccessServer -eq $TRUE} | ForEach-Object {Add-ADPermission -Identity $_.distinguishedname -User (Get-User -Identity clickmail | select-object).identity -extendedRight ms-Exch-EPI-Impersonation} This procedure grants clickmail user permission to impersonate all accounts on an Exchange Server orNew-ManagementRoleAssignment –Name:impersonationAssignmentName –Role:ApplicationImpersonation –User:serviceAccount New-ManagementRoleAssignment –Name:impersonationAssignmentName –Role:ApplicationImpersonation –User:clickmail This procedure grants clickmail user permission to impersonate all accounts on an Exchange Server Please refer the below URL for more details about configuring exchange impersonationhttp://msdn.microsoft.com/en-us/library/bb204095%28EXCHG.80%29.aspx


For exchange server 2010, please refer the following URL for more details about configuring exchange impersonation
http://msdn.microsoft.com/en-us/library/exchange/bb204095(v=exchg.140).aspx

It takes a while to impersonate. Please allow 5 minutes.

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6. Change configuration in Presite:

You will need to configure some settings in ClickHome Presite. You will need to be a ClickHome Office user with administrator access to configure the settings

7.Settings to be changed in Presite:

Navigate to Admin -> Setup -> ClickHome System Settings

 

Find the following settings and configure them
 

ClickHome.Exchange.EWSAddress
eg https://ex07sp1.yourcompany.com/EWS/exchange.asmx

or https://192.168.4.5/EWS/exchange.asmx


ClickHome.Exchange.EWSLogin
eg ClickMail


ClickHome.Exchange.EWSPassword
eg password456


ClickHome.Exchange.DropBoxAddress
eg clickmail@yourcompany.com.au

 

ClickHome.Exchange.Version

eg 2010_SP1 if using Exchange 2010 server or 2007_SP1 if using Exchange 2007 SP1

ClickHome.Web.MediaBase

eg c:\temp\


ew.jpg

Supplier Settings (for the user):

Users must have this setting in tblsuppliersetting
cdSetting = 'EXCHANGE'
sgStringValue1 = 'CAL'
  
 supset.jpg

The following scripts need to be created in ClickHome Office database. Please retrieve the following from the FTP link ftp://mail.imagemation.com.au/ClickHomeReleases/ClickHome2/ClickHome Office/Database
 
28634_split.sql 
28635_Exchange.sql

28658_ExchangeValidationSettings.sql
28681_ExchangeIntegrationFixes.sql


8.  Reload ClickHome settings:

Once the exchange settings are saved. Navigate to Admin -> Setup -> Reload Settings. This reloads the clickhome settings

 Adminsetup.JPG


9. Verify Exchange Web Services:

Verify the EWS address https://ex07sp1.yourcompany.com/EWS/exchange.asmx or https://192.168.4.5/EWS/Exchange.asmx specified in ClickHome system settings by going to a browser.


VerifyEWSAddress.JPG


10. Verify XMLs are generated from EWS:

Click “Continue to this website” and the your browser should generate some xml statements

webservice.JPG

11. Run ClickHomeExchange executable:

If all goes well from Step 5 to Step 10, run the executable ClickHomeExchange.exe on your web server (ClickHomeExchange Connector is located)

cmd.jpg

12. Setup Windows Auto Scheduler task

Setup a Windows Auto Scheduler task to run ClickHomeExhange.exe every 10 minutes .

Task.jpg

Task1.jpg

Task2.jpg

Task3.jpg


 Verify if the auto scheduler task has been created by refreshing the window .

13. Test notes integration to Presite:

Test the integration by sending a email to dropbox email address clickmail@yourcompany.com.au (  Drop box email address specified in PreSite ->ClickHome System Settings -> DropBoxAddress) - Refer Step 7 . The email subject should have Job number for which note is created.

Email.jpg

14. Verify notes in Presite:
Once the clickhomeexchange.exe is run, login to Presite and check the Notes for the job



 presitenotes.jpg