Microsoft Word - Rearden Commerce and Microsoft Outlook.doc by m4N9Vg

VIEWS: 0 PAGES: 7

									Rearden Commerce
Integration with Microsoft Exchange
Table of Contents

Rearden Commerce and Microsoft Outlook ................................................................................................................ 3

Enterprise Integration............................................................................................................................. ........................... 3

Alternative Integration Methods..........................................................................................................................3

Overview of Enterprise Integration............................................................................................................................. .... 4

Supported Configurations ...................................................................................................................................... .......... 4

Step-by-Step Instructions................................................................................................................................................. 5

1. Prepare the Exchange Environment......................................................................................................................... 5

2. Create a Delegate account......................................................................................................................................... 5

3. Apply the appropriate permissions to a test user................................................................................................... 6

4. Apply permissions to all users............................................................................................................................. ....... 6

Using the Delegate Utility................................................................................................................................................. 6

Alternative Integration Methods...................................................................................................................................... 6

iCalendar Integration............................................................................................................................. ............................ 6

Inline Integration................................................................................................................................................................. 7
     Rearden Commerce and Microsoft Outlook

The Rearden Personal Assistant is an online tool that helps employees find and purchase the services they
need based on their personal preferences and company policies. Available services currently include travel
planning, dining reservations, package shipping, web conferencing, event tickets, and more. The Rearden
Personal Assistant also provides employees with the tools they need to manage those services, like calendar
and address book integration, email invites, and mobile alerts.

As users book services, the Rearden Personal Assistant instantly updates their Microsoft Outlook calendars
with reservation details and automatically notifies them of any changes. This convenience eliminates the need
for employees to manually enter and maintain reservation information and ensures that the details are always
immediately accessible. Plus, as users ship packages, schedule conference calls and place dining
reservations, the Rearden Personal Assistant saves them time by letting them pull contact information straight
from their personal and corporate address books.


ENTERPRISE INTEGRATION

Customers should be aware that establishing this integration at an enterprise level requires that various
utilities be downloaded and installed on the company’s servers, and may also require configuration changes
to the company’s Outlook settings.


ALTERNATIVE INTEGRATION METHODS

Customers unable to implement full integration at an enterprise level have two alternatives that can easily be
implemented without the involvement of any customer IT personnel:
    1         iCalendar integration: uses regular email messages that have one or more iCalendar (.ics) files attached.
    To insert the event into the calendar, users must open the attached iCalendar file. Exchange then interprets the
    iCalendar events as an invitation and asks users to accept or decline the event appointment.
    2         Inline integration: uses regular email messages that are invitations or appointments. These appear the
    same as if a co-worker had sent you a request for a meeting and you have the option to accept or decline the
    invitation. However, you receive a separate email for each segment of the services you procure. For example, if
    you book airport parking, a round trip (two flights), a hotel, and a dining reservation, you will receive four email
    invitations in your inbox.
        Overview of Enterprise Integration

  Rearden Commerce will work closely with you on this integration and will provide the various utilities and other
  necessary information to complete the integration.

  Rearden Commerce connects to Microsoft Exchange by logging in as a limited rights delegate account
  through the Outlook Web Access (OWA) interface. Using the open, secure WebDAV (Web-based Distributed
  Authoring and Versioning) over SSL protocol, the application drops calendar events onto the calendar of the
  user that is booking services. The application can also connect through this interface to pull a user’s personal
  contacts into the Rearden Commerce application to allow them to quickly select an invitee or recipient of a
  service.
  If your company is currently running Microsoft Exchange 2007, in lieu of Using WebDAV and OWA, you can
  choose to instead use Exchange Web Services. Exchange Web Services (EWS) will behave in the same way
  except it will use your EWS URL to connect to and drop calendar events onto the calendar of the user that is
  booking services.



The following illustration depicts the integration of Rearden Commerce with Microsoft Exchange:




SUPPORTED CONFIGURATIONS
 The following versions of Microsoft Exchange are supported for full Calendar and Contact Integration at an
 enterprise level, using both forms based, and standard authentication to Outlook Web Access:
   •        Microsoft Exchange 2003 SP2
   •        Microsoft Exchange 2007
   •        Microsoft Exchange 2010

 For versions of Microsoft Exchange other than those listed above, please contact Rearden Commerce for more
 information.
Step-by-Step Instructions

1. PREPARE THE EXCHANGE ENVIRONMENT

Customers using Microsoft Exchange will need to make sure that they have Outlook Web Access or
Exchange Web Services deployed, and available from the Internet.

          NOTE: FOR DETAILED INFORMATION, REFER TO YOUR MICROSOFT EXCHANGE/OUTLOOK
          DOCUMENTATION.



2. CREATE A DELEGATE ACCOUNT

Rearden Commerce requires a Delegate Account to be created so that it may authenticate your groupware
system. This is the account that is used for all groupware interaction and has just enough permission to
perform Calendar and Contact Integration. The delegate is able to create new events on users’ calendars,
but can only modify or delete events it has created. The delegate is able to access a user’s personal
contacts (only if the contact list is on the server) in order to display them within the Rearden Commerce
application, but cannot change them. The delegate will have access to the Access Control List which will
have the following attributes enabled:
    •       Create documents
    •       Delete documents
    •       Read public documents
    •       Write public documents
    •       Replicate or copy documents




Customers should be aware of the following with regard to the Delegate account:
    •       The customer’s IT department has full control of the delegate password
    •       The delegate password is encrypted and stored securely in the Rearden Commerce database




The delegate password is securely stored in our database and is encrypted at both the application and
database tier. This dual level approach to protecting the password, combined with a delegated
administration model allowing customers to manage the passwords themselves, ensures the physical
security of this password.

Now you will create an account to use as a delegate in your system. To create a delegate account, refer to
the documentation on Using the Delegate Utility provided to you. Select a secure password for this user.



          NOTE: MAKE SURE TO HAVE THE ACCOUNT INFORMATION AVAILABLE, AS IT WILL BE USED
          LATER IN THE PROCESS.
3. APPLY THE APPROPRIATE PERMISSIONS TO A TEST USER

For each user using the Rearden Personal Assistant, the Delegate account must be given permission to
review their personal contacts, add calendar events, and modify or delete events that the delegate account
created.

Since doing this efficiently in Microsoft Exchange can be quite burdensome for large user populations,
Rearden Commerce will provide you with a Delegate Utility to help manage this process. Detailed information
about the Delegate Utility is contained in the next section. Use this Delegate Utility to set the appropriate
permissions on a user in your domain.

Next, you’ll work with your Rearden Commerce Delivery Manager to validate your configuration. By this point,
the Delivery Manager will need the full details about your server, the delegate account you wish to use, and
the name of the test account you’d like to validate. Please work with your Delivery Manager to obtain the
required information.

Rearden Commerce will then work to complete the configuration of the site and will work with you to run
some simple tests to validate that your Rearden Personal Assistant is configured properly.


4. APPLY PERMISSIONS TO ALL USERS

Once you have validated your configuration with Rearden Commerce, you will need to re-run the
Delegate Utility across all users who will have access to the System.

With this complete, you have successfully completed the integration. You will want to continue to run the
Delegate Utility for new users that require access to the System.



Using the Delegate Utility
The Delegate Utility is a one-time process for on-boarding large groups of users. Permissions need to be
assigned to all users who have calendar integration. You will need to create a process for ensuring new users
receive the appropriate permissions. Contact your Rearden Commerce Delivery Manager or email us at
integration@reardencommerce.com for more information on the utility..



Alternative Integration Methods
If you are unable to implement “full” groupware integration, there are two alternatives that can easily be
enabled without the need to have any software or utilities loaded on any of your company’s servers.


ICALENDAR INTEGRATION

iCalendar (iCal) is a standard for calendar data exchange. iCalendar integration within Rearden Commerce
makes use of a regular email message that has one or more iCalendar (.ics) files attached. To insert the event
into the calendar, you must open the attached iCalendar file. Exchange then interprets the iCalendar events as
an invitation and asks you to accept or decline the event appointment. You should make sure your version of
Outlook handles iCalendar .ics files in this manner.
A benefit of iCalendar integration is that it requires no implementation on the part of the customer.
Customers considering iCalendar integration should be aware of the following:
    •        iCalendar does not provide Contact Integration. There is no access to your Outlook personal contacts
    from within the application.
    •        iCalendar does not provide seamless integration – user action is required to add an event onto the
    calendar.
    •        A separate iCal attachment is generated for each segment of your itinerary or service procurement.
    Even though you only get one email, it can have several iCalendar attachments. The user must open each
    iCalendar attachment to have it appear on his Outlook calendar.
    •        iCalendar is able to update previously sent appointments, however it is unable remove old
    appointments. Upon cancellation, the user gets an email notification but is required to remove cancelled
    appointments from the calendar by hand.




INLINE INTEGRATION

Inline integration within Rearden Commerce makes use of regular email messages that are invitations or
appointments. These appear the same as if a co-worker had sent you a request for a meeting and you have
the option to accept or decline the invitation. However, you receive a separate email for each segment of the
services you procure. For example, if you book airport parking, a round trip (two flights), and a hotel, you will
receive four email invitations in your inbox.

A benefit of inline integration is that it requires no implementation on the part of the customer. Customers
considering Inline Integration should be aware of the following:
    •        Inline integration does not provide Contact Integration. There is no access to your Outlook personal
    contacts from within the application.
    •        Inline integration does not provide seamless integration – user action is required to add an event onto
    the calendar.
    •        Users receive multiple emails for each segment that they book.
    •        Unlike direct integration, user action is needed to update or remove old appointments.

								
To top