1. Exchange Integration Manager
  2. Getting Started with Exchange Integration Manager

Getting Started with Exchange Integration Manager

The following steps outline what you need to do to set up and run the OpenAir <> Exchange integration.

Step 1: Download and Install OpenAir Exchange Manager

See Installing, Updating and Uninstalling OpenAir Exchange Manager.

OpenAir Professional Services provides you with a link for downloading OpenAir Exchange Manager.

Review System Requirements and Technical Considerations before installing OpenAir Exchange Manager. For more information, .

Step 2: Ensure Appropriate OpenAir Features are Enabled

Contact OpenAir Customer Support and ensure that:

  • Access to OpenAir Exchange Manager is enabled for your account.

  • Access to OpenAir Outlook Connector is disabled for your account.

Note:

The OpenAir Outlook Connector add-on service can be used by authorized individual OpenAir users to export their task assignments, bookings, and schedule requests to their Outlook calendar. OpenAir Exchange Manager and OpenAir Outlook Connector are mutually exclusive. You must disable access to OpenAir Outlook Connector for all users on your OpenAir account before you enable access to OpenAir Exchange Manager.

Step 3: Set Up the OpenAir Exchange Integration

Use OpenAir Exchange Setup to configure the OpenAir <> Exchange integration.

You can control:

  • Details necessary to connect OpenAir with Active Directory or Azure Active Directory, and Microsoft Exchange.

  • Optional bidirectional integration settings, importing Exchange calendar events as bookings in OpenAir.

  • Mapping information matching each OpenAir user record with a user mailbox.

  • Which OpenAir transactions (task assignments, bookings, time-off requests) are exported to the Exchange user mailbox for each mapped user.

  • Whether Exchange calendar events are imported into OpenAir for each mapped user, if the bidirectional integration is enabled.

For more information, see Setting Up the OpenAir Exchange Integration.

Step 4: Run the OpenAir Exchange Integration

After you configure the OpenAir <> Exchange integration, you can run OpenAir Exchange Engine to export task assignments, bookings, and time off requests (schedule requests) from OpenAir to Exchange user mailboxes as calendar events and import calendar events from Exchange user mailboxes to OpenAir as bookings if the bidirectional integration is enabled.

If you use OpenAir Exchange Manager 5.0 or later version, you can run OpenAir Exchange Engine as a Windows service.

For more information, see Running the OpenAir Exchange Integration.