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Configuring Pega Sales Automation to Microsoft Exchange email integration

Pega Sales Automation™ to Microsoft Exchange email integration is a background process that synchronizes your Pega Sales Automation email with your Microsoft Exchange email.

Prerequisites

To create an appointment in Pega Sales Automation and synchronize the appointment with Microsoft Exchange, you must create one impersonation account on Microsoft Exchange with impersonation privileges for all of the users who will manage appointments in the application.

With Microsoft Exchange impersonation, one account is acting as another account. When an account is impersonated, the system logs the access as if the impersonated account is acting on the system. The calling account must have the appropriate permissions and email ID to perform impersonation. This allows the user who has impersonation permissions to make calls against the other user's account. The impersonated account is maintained in the EWS_Integration_AuthProfile authentication profile.

You only need to create one impersonation account to manage appointments for all Pega Sales Automation users.

Your Microsoft Exchange administrator must configure the Microsoft Exchange impersonation account for your Pega Sales Automation implementation and provide you with the user name and password so that you can update the security profile in the application.

Configuration

To configure your Pega Sales Automation to Microsoft Exchange calendar integration, complete the following steps:

Generating a keystore file with SSL certificate

You must generate a keystore file with the appropriate SSL certificate for your Microsoft Exchange integration. The keystore file and SSL certificate are used by Pega Sales Automation to communicate securely with your Microsoft Exchange server.

You must install Java before you can generate your keystore file.

  1. Retrieve the Exchange Web Services (EWS) endpoint URL from Microsoft Outlook. For information on how to retrieve the EWS endpoint URL, see the Microsoft website.

The EWS endpoint URL should look like the following example URL:

https//mail.*****.com/ews/Exchange.asmx

  1. Launch the EWS endpoint URL in a Google Chrome browser window.
  2. Complete the following steps to generate and save the SSL certificate file:
    1. Press F12 to open Developer Tools.
    2. Click the Security tab.
    3. Click View Certificate and click the Details tab.
    4. Click Copy to File.
    5. Click Next and choose the format with Base-64 Encoded X.509.
    6. Click Browse and select the file name and path where you want to generate the keystore file.
    7. Click Finish.
  3. In the Program Files directory on your machine, open the JDK/bin folder. (Sample path: C:\Program Files\Java\jdk1.6.0_26\bin)
  4. Run the Java Keytool application in the JDK/bin folder.
  5. Open the Command Prompt dialog and run the following command:

keytool -importcert -file "<Path for ssl certificate>" -keystore "<Path for jks file name>" - alias "<anything>"

  • For the "<Path for ssl certificate>", enter the path where you generated the SSL certificate.
  • For the "<Path for jks file name>", enter the name for the jks file with path similar to the path for the SSL certificate.

The command should look like the following example command:

keytool -importcert -file ../../../cert.cer -keystore ../../../jkfile.jks -alias certificate

  1. Press Enter.
  2. At the prompt, enter a password and confirm the password.
  3. Press Enter.
  4. At the Trust Question prompt, enter yes. The keystore file is generated in the same path where your SSL certificate exists.

Updating the security profile in Pega Sales Automation

You must update the security profile in Pega Sales Automation with the keystore file and password that you generated previously. This provides Pega Sales Automation with the SSL certificate that is required to communicate with your Microsoft Exchange server.

  1. In the Dev Studio header search text field, search for and select the WS-security profile named EWS_Integration_SecurityProfile.
  2. Click the Keystore tab.
  3. Next to the Keystore field, click the Open icon.
  4. Click Upload file.
  5. Click Choose File to search for and select the JKS keystore file for your server.
  6. Click Upload file.
  7. Enter the Keystore password and click Save.

Updating the authentication profile in Pega Sales Automation

You must update the authentication profile in Pega Sales Automation with the user name and password for your Microsoft Exchange impersonation account. Your Microsoft Exchange administrator can provide you with the user name and password for the impersonation account.

  1. In the Dev Studio header search text field, search for and select the EWS_Integration_ AuthProfile authentication profile.
  2. Click Save as.
  3. In the Type field, select NTLM.
  4. Click Create and Open.
  5. Enter the User name that is required by Microsoft Exchange. This is the user email for the impersonated user account.
  6. Click Set password.
  7. Enter the Password for the user and click Submit.
  8. Click Save.

Updating settings in Pega Sales Automation

To configure your implementation for Microsoft Exchange integration, you must select the Microsoft Exchange calendar integration check box.

  1. In the App Studio navigation pane, click Settings > Application Settings.
  2. On the Microsoft Exchange tab, select the Microsoft Exchange calendar integration check box. 
  3. Click Save.
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