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EMS for Microsoft Outlook User Guide EMS for Outlook Installation, Configuration, and User Guides V44 April 2019 Accruent, LLC 11500 Alterra Parkway, Suite 110, Austin, TX 78758 www.accruent.com Accruent Confidential and Proprietary, copyright 2019. All rights reserved. This material contains confidential information that is proprietary to, and the property of, Accruent, LLC. Any unauthorized use, duplication, or disclosure of this material, in whole or in part, is prohibited. No part of this publication may be reproduced, recorded, or stored in a retrieval system or transmitted in any form or by any means—whether electronic, mechanical, photographic, or otherwise—without the written permission of Accruent, LLC. The information contained in this document is subject to change without notice. Accruent makes no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. Accruent, or any of its subsidiaries, shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this material. Accruent Confidential and Proprietary © 2019 Page | 2 Table of Contents CHAPTER 4: Introduction to the EMS for Outlook Installation Guide 9 Interested in Upgrading? 9 CHAPTER 5: System Architecture 10 CHAPTER 6: Prerequisites 12 CHAPTER 7: Plan Your EMS for Outlook Implementation 13 Install the EMS Integration for Microsoft® Exchange Web Service 13 Install EMS for Outlook On Users' Computers (EMSForOutlook.msi) 13 Configuration Path 13 CHAPTER 8: Install or Upgrade EMS for Outlook on a User's PC 14 x86 User Installation 14 x64 User Installation 15 Silent EMS for Outlook User Installation 16 CHAPTER 9: EMS for Outlook Add-In Is Offline 17 CHAPTER 10: Silent/Unattended EMS for Outlook Installation 18 CHAPTER 11: Where to See Your Exchange Server URL and EMS for Outlook Version Number 19 CHAPTER 12: Introduction to EMS Integrated Authentication 20 What is Integrated Windows Authentication? 20 What is Portal or Federated Authentication? 20 What is LDAP Authentication? 21 Contact Customer Support 22 CHAPTER 13: Integrated Windows Authentication 23 Activate Integrated Windows Authentication for IIS 6.0 23 Activate Integrated Windows Authentication for IIS 7.x/8.x 24 CHAPTER 14: LDAP Authentication 25 Accruent Confidential and Proprietary © 2019 Page | 3 Configure Your LDAP Provider 26 Configure EMS Web App to Use LDAP Authentication 26 Configuring EMS Web App Security 28 Configuring Communication Options 29 Core Properties 29 Non-AD Configuration 30 LDAP Queries 30 Save Your Configuration 31 Test Your Configuration 31 Configuring Authentication for the EMS Mobile App 32 Test Your LDAP Configuration 32 Test Your LDAP Authentication 32 CHAPTER 15: Portal or Federated Authentication 33 Portal Authentication Overview 33 Installation/Configuration 33 Redirect User Log In to Your SSO Provider 34 Specify a Different Default Home Page for Guest Users 34 CHAPTER 16: Portal Authentication Methods 35 Server Variable Method (Header Variable) 35 Server Variable Method – Federated (SAML) 35 Method 1: Locally installed Service Provider 35 Method 1 configuration Steps 36 Method 2 36 Method 2 Configuration Steps 36 EMS Desktop Client Configuration 36 Accruent Confidential and Proprietary © 2019 Page | 4 Session Method 37 Form Method 37 Cookie Method 38 Query String Method 38 CHAPTER 17: Introduction to EMS Integration to Microsoft® Exchange 40 Exchange Integration Flow 41 CHAPTER 18: System Requirements for Integration to Microsoft® Exchange 43 Web Server Requirements 43 EMS Web App Requirements 43 EMS Platform Services 43 EMS for Microsoft Outlook Requirements 43 CHAPTER 19: Install or Upgrade the Exchange Integration Web Service 44 Prior to Install or Upgrade 44 Install or Upgrade Instructions 44 CHAPTER 20: Configure Integration to Microsoft Exchange 46 Configure Integration to Exchange Instructions 46 Test Your Exchange Integration 48 Optional Messaging Settings​ 49 Enable Larger File Attachments On The Config File 50 Enable Larger File Attachments in the Exchange Integration Web Service 51 CHAPTER 21: Configure Multiple Mail Domains 52 CHAPTER 22: Use Application Pool Identity for Integration for Exchange Service Account 54 Configure the Application Pool 54 Configure Integration for Exchange to Use the Application Pool Account 55 CHAPTER 23: Configure EWS Impersonation for Microsoft® Exchange 57 Accruent Confidential and Proprietary © 2019 Page | 5 CHAPTER 24: Learn More About Exchange Web Services (EWS) Impersonation 58 FAQs 58 Additional Reading 59 CHAPTER 25: EMS for Microsoft® Outlook (Legacy) Configuration Guide 61 CHAPTER 26: Introduction to EMS for Outlook Configuration Guide 62 CHAPTER 27: Establish Outlook Booking Templates and Conflict Behavior 63 CHAPTER 28: Assign EMS Users to Groups 65 CHAPTER 29: Customize the Desktop Application Label 67 Change the EMS for Outlook Icon (hidden future functionality) 67 CHAPTER 30: Enable User Access to EMS for Outlook 68 Introduction 68 Configure EMS for Outlook Users and Process Templates 68 CHAPTER 31: EMS for Outlook System Parameters 73 CHAPTER 32: Introduction to the EMS for Outlook User Guide 83 CHAPTER 33: Create a List of Favorite Rooms 84 CHAPTER 34: Create Reservations in EMS for Microsoft Outlook 86 CHAPTER 35: Create a Series Reservation 87 CHAPTER 36: Create a Single Reservation 90 CHAPTER 37: Create a Video Conference Reservation 93 To create a video conference reservation: 93 CHAPTER 38: Edit or Cancel a Scheduled Event 95 CHAPTER 39: Get Started With EMS for Outlook 96 CHAPTER 40: Microsoft Outlook, EMS for Microsoft Outlook, and EMS Web App Comparison 97 CHAPTER 41: Resolve Booking Conflicts 98 To resolve booking conflicts for a series reservation: 98 Accruent Confidential and Proprietary © 2019 Page | 6 To resolve booking conflicts when you receive a warning email: 99 CHAPTER 42: EMS for Microsoft® Outlook (Legacy) User Guide 100 CHAPTER 43: Use Skype for Business in EMS for Outlook (Legacy) 101 To Use Skype for Business: 101 CHAPTER 44: View Known Errors/Alerts 103 CHAPTER 45: Introduction to EMS Integration to Microsoft® Exchange 106 Exchange Integration Flow 107 CHAPTER 45: Integration to Microsoft® Exchange 109 CHAPTER 45: System Requirements for Integration to Microsoft® Exchange 110 Web Server Requirements 110 EMS Web App Requirements 110 EMS Platform Services 110 EMS for Microsoft Outlook Requirements 110 CHAPTER 45: Configure Multiple Mail Domains 111 CHAPTER 45: Configure Integration to Microsoft Exchange 113 Configure Integration to Exchange Instructions 113 Test Your Exchange Integration 115 Optional Messaging Settings​ 116 Enable Larger File Attachments On The Config File 117 Enable Larger File Attachments in the Exchange Integration Web Service 118 CHAPTER 45: Configure EWS Impersonation for Microsoft® Exchange 119 CHAPTER 45: Install or Upgrade the Exchange Integration Web Service 120 Prior to Install or Upgrade 120 Install or Upgrade Instructions 120 CHAPTER 45: Learn More About Exchange Web Services (EWS) Impersonation 122 Accruent Confidential and Proprietary © 2019 Page | 7 FAQs 122 Additional Reading 123 CHAPTER 45: Use Application Pool Identity for Integration for Exchange Service Account 124 Configure the Application Pool 124 Configure Integration for Exchange to Use the Application Pool Account 125 Accruent Confidential and Proprietary © 2019 Page | 8 CHAPTER 4: Introduction to the EMS for Outlook Installation Guide CHAPTER 4: Introduction to the EMS for Outlook Installation Guide EMS for Outlook is an optional add-in that integrates the EMS room reservation process directly with Microsoft Outlook 2010/2013. Users can view room availability in addition to attendee free/busy information simultaneously and book/manage their meetings directly within Outlook. This document lists the steps you must take to install and configure EMS for Outlook. The purpose of the section is to answer your questions and guide you through the procedures necessary to install the EMS for Microsoft Outlook application efficiently and effectively for Legacy Versions. IMPORTANT: To ensure your users are benefiting from the newest features, enhancements, and fixes, EMS Software recommends that you upgrade to the most current release of your EMS product. l Prerequisites o EMS for Outlook Requirements o System Architecture l Plan Your EMS for Outlook Implementation l Obtain the EMS for Outlook Installation File l Install or Upgrade EMS for Outlook on a User's PC l EMS for Outlook Add-In Is Offline l Silent/Unattended EMS for Outlook Installation l Where to See Your Exchange Server URL and EMS for Outlook Version Number Interested in Upgrading? Contact EMS Sales at (800) 440-3994. For more information, visit www.emssoftware.com. Accruent Confidential and Proprietary © 2019 Page | 9 CHAPTER 5: System Architecture CHAPTER 5: System Architecture EMS for Outlook is one of the Everyday User Applications that is controlled by configurations in EMS Desktop Client. The EMS Desktop Client is the foundation for a broad range of components, services, web applications, APIs, add-ons, and integrations. Accruent Confidential and Proprietary © 2019 Page | 10 CHAPTER 5: System Architecture Accruent Confidential and Proprietary © 2019 Page | 11 CHAPTER 6: Prerequisites CHAPTER 6: Prerequisites 1. Uninstall any older versions of EMS for Outlook. 2. The EMS Integration to Exchange Web Service must be installed and operational. For information on how to install and configure this
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