Using TaskCentre to Synchronize data with Microsoft Exchange

If you want to integrate your business systems with Microsoft Exchange perhaps for Calendars, Contacts or Tasks then TaskCentre has a connection file for the Web Service Connector tool. This connection file simplifies the use of the services (which are otherwise quite difficult if you try to use them in their raw state). As well as Create, Read, Update and Delete operations TaskCentre also provides access to Exchange Events so detecting changes in Exchange and passing the details out to other systems.

Below is a copy of a Knowledgebase article (as found on Orbis Software's website) explaining  how this synchronization with Microsoft Exchange works:

Importing TaskCentre Exchange Connection Files

Reference:

This knowledgebase article identifies the pre-requisites and set-up that is required in order to import and then use TaskCentre Exchange connection files.

Please note that the connection files referred to in this document support both Exchange2010 and 2013. All references to the Exchange web service in this document are referring to both versions of Exchange/Exchange web services (EWS).

This document assumes a dedicated server exists either on premise or in the cloud. You cannot use these files with a multi-tenanted hosted Exchange server as the standard Exchange API will not apply.

Connection File Pre-requisites

  1. 1. The Exchange Web Service must be installed, configured and running prior to installing the connection files. The details of how to set up EWS are outside of the scope of this document.
  2. 2. A valid certificate will be required as EWS uses a secured connection for access to the API.
  3. 3. TaskCentre version 4.5 with hot fix I installed (Build 1304)
  4. 4. TaskCentre Web Services Connector Tool release 1.0 Service Release 5 (Build 819)
  5. 5. Access to the TaskCentre client

Connection Details

The user must know the following information to use the Connection Files:

  • The Exchange Web Service Server name and the Web Service URL. (see below)
  • The Exchange Web Server administrator (or Web Service Administrator) password and username.
  • The Exchange Web Server Domain Name.

These connection files are designed to use the EWS SOAP service. There are two published values for the Web Service URL. One of these is used to obtain the web service operations list and the other is for runtime access to the Web Service. The Connection Files already contain the relevant operations list hence the remaining required URL is for runtime access. This is of the form

https://ExchangeServer/EWS/Exchange.asmx

where ExchangeServer is the actual server name or IP address. Thus if our Exchange Web Server is called EXCH2010SVR the URL will be

https://EXCH2010SVR/EWS/Exchange.asmx 

Installing the Connection Files

The example shown here is the Contacts Connection File but the same procedure applies to all Exchange Connection Files.

You may download the connection files from here:

www.orbis-software.com/software/TaskCentre-Microsoft-Exchange-2010-and-2013-Connection-Release-1_0-(Build-080813).zip

 

1. Open TaskCentre and expand System\Tools\Execute. The Web Service Connector tool will be shown.

 

ExchConFile1

 

2. Either double-click or right-click on Web Service Connector and choose Properties. The Web Service Global Configuration Dialog will appear.

 

ExchConFile2 

 

3. Click Import and browse to the Contacts Connection File. This is called “Exchange2010and2013-Contact.tcwx”. Select the file and click Open.

 

Exchange9

 

4. The Import Web Service Configuration Dialog is presented. The user must populate the four required parameter values. Refer to your mail server administrator for these values. The user chosen must have access rights to generate the required Exchange items within designated mailboxes.

 

Exchange10 

 

5. The service is loaded and should now appear in the Web Service Configurations list. Click Close to return to TaskCentre.

 

6. Repeat the above import process for any further connection files you may wish to use.

Installing the SSL Certificate

EWS uses a secured connection for its runtime activity. This means we must import a copy of the certificate of trust onto the machine running the TaskCentre server for the benefit of its service account. Without this certificate the runtime activity will fail to authenticate as the trust will not have been established.

Refer to your mail or network administrator for access to the server side certificate.

 Import the certificate through the following procedure.

 Run mmc from a command prompt

Select File -> Add/Remove Snap in

Choose “Certificates”,Add, “Service Account”

Click next to the option “Local computer”

Then select “TaskCentre Server” from the list of services

Click Finish

Having completed the above procedure, drill down the folder structure to find “Trusted Root Certification Authorities” certificates folder. Right click on the certificates folder, select import and import the certificate provided by your network administrator.

See screenshot below.

ExchConFile5

 

In our case the Exchange server name is “WIN-CUOSRVGD8JD”

Using the connection files

Your Exchange connection files are now ready for use.

You can access them in the standard way by selecting the connection file name from the Web Services Connector tool (WSCT) drop down on the general tab.

Please refer to other articles and learning material if you require help in the use of the WSCT.

Further knowledgebase article can be found here.

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