Exchange Connector
The vtenext Exchange connector, allows you to synchronize bi-directionally with Calendar, Tasks and Contacts.
- Installation requirements
- Functionality
- Synchronization flow
- Assignee management
- Control Panel
- User preferences
- Availability sharing
Installation requirements
Technology used:
- PHP
- Mysql
- Javascript
HW/SW requirements
- vtenext v18.05 or higher
- The connector does not require particular hardware specifications , you must take into account 4Mb of additional RAM to the vtenext server for each user
- Installed in the same machine where the vte resides
- The machine must be able to communicate with the Exchange server
- For the Exchange on premise server, the server certificate must be valid
- Request php soap library
Request for its installation
- Access via SSH to the vtenext server
- Access with web admin account to the vtenext application
- Temporary test mailbox on the Exchange server
Functionality
| Calendar appointments sync |
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| To do sync tasks |  |
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Contacts sync: Contact synchronization is implemented unidirectionally from vtenext to Exchange. Considering that in CRM the deletion of a contact leads to the loss of links to entities related to it (e.g.: tickets, quotes, report visits, newsletter campaigns ...), it was decided to allow contact synchronization only from vtenext to Exchange and not the opposite. Furthermore, this avoids possible problems due to massive import of contacts from your address book, creating incomplete data problems (for example: not connected to any company registry) and potential duplicates. |
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Synchronization flow
Synchronization flow from Exchange to vtenext
PHASE 1
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Streaming channel always active between vtenext and Exchange.
PHASE 2
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Arrival of an item from Exchange.
PHASE 3
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Complete data reception and writing or editing of the element on vtenext.
Synchronitazion flow from vtenext to Exchange
PHASE 1
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Sending of an item to Exchange in create / edit / delete.
PHASE 2
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Receiving Exchange ID and writing in vtenext to have a reference.
Assignee management
| Group tasks management: Distribution of group tasks to their members on individual Exchange accounts. |
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| Group tasks management: Management of modifications by the single user and status update to all members of the group. |
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| Possibility of assigning contacts to a specific user by default. |  |
| Assigning contacts to a group of users. |  |
Control Panel
- Control and setup of the error check and user initialization cron
- Server setup and authentication oAuth2 for 0365
- Selector of functionalities to activate and of the sync mode of the contacts
User preferences
User preferences with Office 365 authentication
User preferences with Office 365 authentication PopUp orAuth2 MS
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User preferences with authentication via ntlm or basic protocol for Exchange on premise
Availability sharing
This feature is available from vtenext version 19.10
Possibility of calendar sharing only available:
Organizer management in an event on invitation:
Introduction of logics to avoid the modification or cancellation of events on invitation.
N.B.: Endless recurring event management (infinite).