Connect to Exchange with a Service Account

Allow the One Touch Dial application to read your Microsoft Exchange calendar.

Prerequisite

Use a service account to integrate One Touch Dial with your Microsoft Exchange calendar.

When using a service account to connect to your calendar, you need to delegate access rights to mailboxes for the service account.

Create a Service Account for Microsoft Exchange

Use a service account to connect to a Microsoft Exchange calendar.

When using a service account to connect to your calendar, you need to delegate access rights to mailboxes for the service account.

The following is an example of a Microsoft Exchange Management Shell script that creates a service account for Microsoft Exchange. Polycom recommends setting the password for the account to never expire.

New-Mailbox -Name "OTD Account" -UserPrincipalName otd.account@yourdomain.com -Password (ConvertTo-SecureString -String "a_hard_password" -AsPlainText -Force) -FirstName OTD -LastName Account

Note: If you are setting up a hybrid configuration using both an Office 365 and Exchange integration in One Touch Dial, the fully qualified domain name will need to be used for the Office 365 service account and the Office 365 mailboxes set up in One Touch Dial.

Delegate Mailbox Access Rights to the Service Account for Exchange

When using a service account to connect to your calendar, you need to delegate access rights to mailboxes for the service account.

The following is an example of using a Microsoft PowerShell to delegate access rights of a single mailbox to a Microsoft Exchange service account.

Add-MailboxFolderPermission -Identity "VTC01@yourdomain.com:\Calendar" -User "otd.account@yourdomain.com" -AccessRights "Reviewer"

Confirm Exchange is Publicly Accessible

When connecting to a Microsoft Exchange 2013 or 2016 calendar, the Exchange Server must be configured with public access to the Exchange Web Services so that the One Touch Dial application can access it.

Use the Microsoft Remote Connectivity Analyzer to confirm web connectivity for Microsoft Exchange.

1. Navigate to the Microsoft Remote Connectivity Analyzer.
2. Select the Microsoft Exchange Web Services Connectivity Tests > Synchronization, Notification, Availability, and Automatic Replies option, and run the test.
3. Review the results to confirm connectivity.

Connect

1. In the Calendars tab, click the Microsoft Exchange Connect button.

2. Complete the following fields:

   • Exchange Server Address: Enter your Microsoft Exchange Web Services URL. Example: https:<exchange.company.com>/EWS/Exchange.asmx.
   • Email: Enter the email address associated with the service account used to connect to the calendar.
   • Password: Enter the password associated with the service account.
   • Advanced: The integration defaults to using Delegation, which is typical for Exchange Web Services with service accounts. Please review the Microsoft documentation and be clear on your specific configuration before changing this setting.

3. Click Connect with Service Account.

Disconnect

Disconnect the calendars by removing the calendar integration.

1. In the Calendars tab, click the Exchange Disconnect button.
2. Click Disconnect again to confirm.

Reconnect

If you are already integrated to Exchange but need to reconnect the integration.

1. In the Calendars tab, click the Exchange Reconnect button.