Introduction:

This primaERP TIME TRACKING feature allows you to connect with the MS Exchange version 2010 and above or with Office 365 online. This way you can keep track time of your daily activities as planned in their calendars.

Exchange is a mail-based server for businesses. Usually it’s used via MS Outlook or OWA (Outlook Web Access) versions to connect with MS Exchange and exploit all of its advantages.

If you are not sure whether you have an account, we recommend you to contact the IT support or the network administrator of your organization.

The synchronization with primaERP is carried out based on the email client application in use: MS Outlook or OWA.

Within MS Outlook

  1. Connecting MS Exchange using MS Outlook
  2. Disconnecting MS Exchange

Within OWA

  1. Connecting MS Exchange using OWA
  2. Disconnecting MS Exchange 

Help CenterCommon issues and basic troubleshooting

  1. Connecting MS Exchange using MS Outlook:

In order to connect primaERP with a MS Exchange Calendar, follow these steps:

Step 1: Publishing the calendar

Step 2: Configuring primaERP TIME TRACKING

Step 1: Publishing the calendar:

  • Click on the MS Outlook Calendar.
  • If you have multiple calendars, right click on the calendar to publish.
  • Select: Share> "PUBLISH THIS CALENDAR".
  • Access your OWA account
  • The Calendar publishing window will show up

In the Publishing details field, make sure to select the option "Limited Details" to avoid future issues.

  • Click on "START PUBLISHING".
  • Next, you will see two Calendar links; copy the first one - link for subscribing - which will be used in the second step.

Step 2: Configure primaERP / TIME TRACKING

  • Click on "Settings", which is located at the top right side of the screen.
  • Select "TIME TRACKING settings" on the sub-menu.
  • Select the "Impulses" tab.
  • In the MS Exchange Calendar section, press "SHOW"
  • In the MS Exchange Calendar section, click on "EDIT"
  • Paste the link you got in the previous step and click the "SUBMIT" button.

Please ensure that the URL starts with https://.

You will be able to see the entries of the MS Exchange on the Calendar Dashboard in the Impulses panel



2. Disconnecting MS Exchange using MS Outlook:

In order to disconnect primaERP with an MS Exchange Calendar, follow the process below:

  • Click on the MS Outlook Calendar.
  • If you have multiple calendars, right click on the calendar to unpublish.
  • Select: Share> "CONFIGURE THIS PUBLISHED CALENDAR".
  • Access to your OWA account.
  • Click on "STOP PUBLISHING".


3. Connecting MS Exchange in OWA:

Note that this action may not be available on your account. If not, you will have to request access from your IT administrator.

In order to connect primaERP with an MS Exchange Calendar, follow these steps:

Step 1: Publishing the calendar

Step 2: Configuring primaERP TIME TRACKING

Step 1: Publishing the calendar

  • Log in to your OWA account and go to your Calendar.
  • Right-click the calendar you want to share. Or, if you’re using a touch device, touch and hold the calendar name.
  • Select Permissions.
  • In the Outside organization section, look for Public calendar.      Make sure to select as the level of access "Limited Details".    
  • Select save
  • In the calendar list, open the context menu for that calendar again, and select Permissions
  • There will be two links under Public calendar
  • Right-click on the link "Suscribe to Calendar".
  • Select "Copy link address"
  • You can stop publishing your calendar at any time.

Step 2: Configure primaERP TIME TRACKING

  • Click on "Settings", which is located at the top right side of the screen.
  • Select "TIME TRACKING settings" on the sub-menu.
  • Select the "Impulses" tab.
  • In the MS Exchange Calendar section, press "SHOW"
  • In MS Exchange Calendar section, click on "EDIT"
  • Paste the link you got in the previous step and click the "SUBMIT" button

Please ensure that the URL starts with https://.

You will be able to see the entries of the MS Exchange on the Calendar Dashboard in the Impulses panel

4. Disconnecting MS Exchange using OWA:

In order to disconnect primaERP with an MS Exchange Calendar, follow the process below:

  • Log in to your OWA account and go to your Calendar.
  • Right-click the calendar you want to stop sharing. Or, if you’re using a touch device, touch and hold the calendar name.
  • Select Permissions.
  • In the Outside organization section, set the      level of access to "Not shared".    
  • Select save

Common issues and basic troubleshooting:

Once the MS Exchange Calendar is synchronized with primaERP, some users may expect the following issue.

I’m not able to see the subject of the MS Exchange entries

Sometimes after connecting the MS Exchange calendar, some users will see in the Impulses panel only the following types of entries: Busy, tentative and free. This is due to the incorrect settings selected during the calendar publishing process.


Troubleshooting
:

Method 1: In MS Outlook

  • Click on the MS Outlook Calendar.
  • If you have multiple calendars, right click on the calendar to be published
  • Select: Share> "CONFIGURE THIS PUBLISHED CALENDAR".
  • Access to your OWA account.
  • The Calendar publishing window will show up

In the Publishing details field, make sure to select the option "Limited Details" to resolve this issue.

  • Click on "Save".

Method 2: Using OWA

  • Log in to your OWA account and go to your Calendar.
  • Right-click the calendar you want to stop sharing. Or, if you’re using a touch device, touch and hold the calendar name.
  • Select Permissions.
  • In the Outside organization section, set the level of access to "Limited Details" to resolve this issue.
  • Select save

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