Microsoft Outlook Integration
IntegrationIntroduction
You can integrate third-party systems with Service Manager in many ways. The method you select will depend on business requirements, architectural and security constraints as well as the characteristics specific to each third-party application or service.
This document describes an integration process that has already been implemented in a customer context.
To find out more about this integration (e.g. scripts to be used), please do not hesitate to contact your EasyVista contact, or your service provider and integrator.
Overview of the integration
Microsoft Outlook is a solution for managing emails. It also includes tools such as a calendar, task manager and contact manager.
This integration enables you to share an Outlook calendar and display it in a Service Apps app. You can specify the permissions to be granted for the calendar, e.g. users can only view availability information or certain details, or they can have a complete view of the calendar.
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Prerequisites
- You must have a Microsoft Outlook account and log in to it via a Web browser page to copy the URL of the calendar you want to share.
Integration Process
The integration between Microsoft Outlook and Service Apps comprises two main steps.
Step 1: Retrieve the URL of the calendar in Outlook on the web
Step 2: Integrate the shared calendar in a Service Apps app
Step-by-Step Integration Process
Step 1: Retrieve the URL of the calendar in Outlook on the web
1. Log in to Outlook on the web using your Office 365 account.
2. Open Outlook in the side menu pane.
3. Click at the top right and select View all Outlook settings > Calendar > Shared calendars.
4. Specify the calendar you want to share.
- Go to the Publish a calendar section.
- Select the calendar you want to share.
- Specify the permissions to be granted for the calendar, e.g. users can only view availability information or certain details, or they can have a complete view of the calendar.
- Click Publish.
4. Copy the URL of the shared calendar that is automatically generated and paste it in your text editor to store it temporarily for subsequent use.
Step 2: Integrate the shared calendar in a Service Apps app
1. Open the relevant app using the graphic editor in Service Apps.
2. Click in the Objects pane. Go to the Basic category in the widget library and add a Secured HTML widget.
3. Open the text editor by clicking next to the Content > HTML Code property and click
in the toolbar to switch to HTML mode.
4. Insert an iframe tag and replace the {outlook_calendar_url} value by pasting the URL of the calendar you copied and stored in your text editor in step 1.
You can customize the display by adding style tags.
example 100vh corresponds to 100% of the height defined by the user
5. Click to switch to WYSIWYG mode and close the text editor.
You will return to the graphic editor.
6. (optional) Go to the Theme section and select the Use Content Height box. This will automatically resize the height of the widget to display the entire calendar without using a vertical scroll bar.
See the Theme properties of widgets
7. Click to switch to execute mode to check that the Outlook calendar is displayed correctly.