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</style><p><span class="fr-video fr-fvc fr-dvb fr-draggable haloitsmvideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/zLQLu_kOl7s?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe></span></p><p><span class="fr-video fr-fvc fr-dvb fr-draggable haloservicedeskvideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/oKWBLQRhPJ4?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe></span></p><p><span class="fr-video fr-fvc fr-dvb fr-draggable halopsavideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/8haO7WfCDZA?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe></span><strong>In this guide we will cover:</strong></p><p><strong>- What is the Exchange Integration?</strong></p><p><strong>- Connecting to Exchange</strong></p><p><strong>- Syncing Appointments</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Exchange Integration?</span></strong></p><p>Halo can sync appointments with your Exchange/Office365 calendars, and this can be restricted in different ways. For information regarding the Graph setup please see <a href="https://usehalo.com/haloitsm/guides/1198" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</p><p><strong><br></strong></p><p><strong><span style="font-size: 14pt;">Connecting to Exchange</span></strong></p><p>The Exchange Calendars module is under Configuration > Calendars and Appointments.</p><p><img src="http://halo.haloservicedesk.com/api/attachment/image/6accddfc-1e45-4e13-97e1-cd39da7e2abb" class="fr-fic fr-fil fr-dib" width="195" style="width: 195px; height: 158.797px;" height="158.797"></p><p><strong><span style="font-size: 10pt;">Fig 1. Exchange Calendars module</span></strong></p><p><br></p><p>Head into the module and input the relevant settings in here for the master account to the Exchange.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg3NTQ1ZWZhLTNkODItNDgzZC1iOTJjLTAyYTkxNjFjM2RhOCJ9.Bck5dVVDR1Xiniw0Ph8FXXs9SCCKZtQSSM9zfJNExfU" class="fr-fic fr-fil fr-dib" width="1094" height="465"></p><p><strong><span style="font-size: 10pt;">Fig 2. Selecting a connection method</span></strong></p><p><br></p><p>The information you input here comes from your exchange configuration, if you do not know these details please contact a relevant colleague. You will need to configure "App Impersonation" to facilitate this integration. Our support team can point you in the right direction to do this but cannot make any changes to your exchange instance.</p><p><br></p><p><strong><em>Important note: As of v2.170+ the connection methods for Exchange web services have changed slightly in line with the depreciation of NHServer. The connection methods highlighted below will be available instead.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhMThiYmNlLWFhMWMtNDY2OS1hMmZjLWQ4MmY0ZDA3MDA0NyJ9.ZKzkKG_mbn-42RENAcagTuit_OYrEjqYlkbreJ5duO8" class="fr-fic fr-fil fr-dib" width="675" style="width: 677px; height: 229.833px;" height="230"></p><p><strong><span style="font-size: 10pt;">Fig 3. New connection methods</span></strong></p><p><br></p><p>Connection to Exchange using these methods is established in the same way as the previous versions, but the functionality of the connections has changed.</p><p><br></p><ul><li id="isPasted">Changes to appointments in Halo will be synced to Exchange immediately via the API. Changes to appointments in Exchange are imported via the Halo Integrator on a scheduled basis.</li><li>The Exchange configuration screen now includes inbound/outbound logging, this allows you to monitor sync requests more effectively. </li><li>Multi-technician appointments are no longer supported, but additional agents can be added to an appointment using the other Attendees field on an appointment.</li></ul><p><strong><span style="font-size: 14pt;">Syncing Appointments</span></strong></p><p>To turn on/off your own calendar syncing, click your profile picture > My Account > Preferences tab > Calendars and Appointments > toggle "Create Appointments from Calendar Integrations".</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk0ZmEzMDAzLTg5ZDUtNDVkNS1iYWU3LTkyNDMyMzk3MjJhMyJ9.WKSJl1KhjiOjq1nBL38bTElYK9ddv57mBy0vWsawCro" class="fr-fic fr-fil fr-dib" width="1702" style="width: 1704px; height: 593.723px;" height="594"></p><p><strong><span style="font-size: 10pt;">Fig 4. Calendars and Appointments area</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 12pt;">Syncing Recurring Appointments</span></strong></p><p>When creating any 'Appointment' in your Halo calendar you can mark the entry as recurring.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZlMzgzZmE4LWJlZTktNGZhYS1iMDcwLWFiMmFmNmY5YzQ2YSJ9.gjHnSurIjF_p-dnxQbmRJ36LNxGhSv6ISfbxLCpZr8g" class="fr-fic fr-fil fr-dib" width="1992" style="width: 1994px; height: 952.644px;" height="953"></p><p><strong><span style="font-size: 10pt;">Fig 5. Setting a recurring appointment</span></strong></p><p><br></p><p>This will then show a "Create Schedule" button, allowing you to create a schedule for the recurring appointment.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI5OTIwMDAyLTAxZTEtNGRmNi1hMjJjLWY5ZjQyMGQ0MzdkZCJ9.HymmwWvdo1J1LBRikZBxkIhB_DherM8opwW6dotIVLg" class="fr-fic fr-fil fr-dib" width="1841" style="width: 1843px; height: 695.43px;" height="695"></p><p><strong><span style="font-size: 10pt;">Fig 6. Creating a schedule</span></strong></p><p><br></p><p>These master appointments will then only appear in the Halo calendar if you have the following setting enabled.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFlZjZlODJlLTZkZTktNDM1My1hNTU3LTdiMjI2ZGE5YTU5NCJ9.GPiT6HvMr56ilMwNVZeV6upRlriYIyuf8yFxytJdKJ0" class="fr-fic fr-fil fr-dib" width="525" style="width: 527px; height: 811.565px;" height="812"></p><p><strong><span style="font-size: 10pt;">Fig 7. Showing appointments on the calendar</span></strong></p><p><br></p><p><strong><em>Note: If "Show only recurring master appointments" is enabled for the calendar, other types of appointments will not show so this will need to be toggled only when you need to see the 'master' appointments. </em></strong></p><p><br></p><p>Once this recurring master appointment has been created, when the next Exchange Calendar sync is performed, all of the child appointments will be synced into your calendar.</p><p><br></p><p><strong><span style="font-size: 12pt;">Integration Not Working? - On-Prem Customers only</span></strong></p><p>If the integration is not pulling through your appointments from your exchange calendar, it is likely that your NHServer's settings have not been adjusted to allow for calendar synchronisation.</p><p><br></p><p><strong><em>Note: As of v2.184 NHServer had been deprecated for hosted customers. Therefore, this fix will only be applicable for On-Prem customers. </em></strong></p><p><br></p><p>To turn this on go to Configuration > Advanced Settings > Configure NHServer > then scroll down to the options that allow for calendar synchronisation, as shown in the screenshot below.</p><p><br></p><p><img src="http://halo.haloservicedesk.com/api/attachment/image/c9ff7557-9fc0-474e-ae54-dc32ac9fafe5" class="fr-fic fr-fil fr-dib" width="770" height="818"></p><p><strong><span style="font-size: 10pt;">Fig 8. Syncing calendars</span></strong></p>
