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For versions of Microsoft Exchange other than those listed above, contact support@deemtravelcustomersuccess@deem.com for more information.

Due to Microsoft limitations, we suggest that if you are using Exchange 2010, all travelers should be migrated to an Exchange 2010 Server. Calendar Groupware does not work cohesively between Exchange 2010 and earlier versions of Exchange.

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  1. Create the Delegate Account. 

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    Microsoft Exchange integration needs a delegate username and password, which is used to access the user calendar. The delegate account is a regular email account, not an admin account. This is the account that is used for all groupware interaction and has just enough permission to perform calendar and contact integration. The delegate is able to create new events on users’ calendars, but can only modify or delete events it has created. The delegate is able to access a user’s personal contacts (if the contact list is on the server) in order to display them within the service, but cannot change them.

    The delegate account should be visible in the system (we suggest you use the name "Deem Delegate"). 

    Warning: If the account's password expires, the Exchange integration will not work. Create a non-expiring account.

    Your Delivery Manager will need the delegate account credentials prior to obtaining the permission management utility for you. Communicate the delegate account’s username and password to the Delivery Manager in a secure manner: 

    • Send the password in a separate email to support@deemtravelcustomersuccess@deem.comor  or send a request to contact you to communicate the password over the phone. The password is masked and encrypted in our system.

    The delegate will have access to the Access Control List which will have the following attributes enabled:

    • Create documents
    • Delete documents
    • Read public documents
    • Write public documents
    • Replicate or copy documents

    Note: The customer’s IT department has full control of the delegate password. The delegate password is encrypted and stored securely. Deem uses XML-based web services to create, update, and delete calendar entries on behalf of users. These operations are performed using a minimal permission delegate account, ensuring that Deem never has access to end-user account credentials. The services themselves are comprehensively secured through both message authentication and transport security.

    Contact your Deem Delivery Manager or email us at support@deemtravelcustomersuccess@deem.com for more information on the Delegate Utility.

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  2. Complete the Data Collection Form (click to download the form). Once completed, email to support@deem travelcustomersuccess@deem.com.  
  3. Configure and validate permissions. 

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    Permissions need to be assigned to all users who have calendar integration. You will need to create a process for ensuring new users receive the appropriate permissions.

    The delegate account must be given permission to review each user's personal contacts, and to add, modify, or delete calendar events that the delegate account created. Deem provides the Delegate Utility to help manage this process for large user populations. 

    To validate your configuration, your Deem Delivery Manager needs detailed information about your server, the delegate account you wish to use, and the name of the test account you’d like to validate. Please work with your Delivery Manager to provide the required information.

    Deem can then work to complete the configuration of the site and will work with you to run some simple tests to validate that your Exchange integration is configured properly.


  4. Assign permissions manually or using the Delegate Utility. 

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    You can use the Delegate Utility to set the appropriate permissions for a large groups of users. Use the links below to read the instructions and download the utility.

    Once you have validated your configuration, you need to rerun the Delegate Utility to establish permission all users who use the Deem services. This step completes the integration; however, you may want to run the Delegate Utility to add new users.

    Using the Delegate Utility for Exchange 2003 or 2007

    Using the Delegate Utility for Exchange 2007 or 2010


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