Configuring synchronization with Google Calendar
Prerequisites
- Access to the Configuration > Calendar synchronization (CM031) menu.
- Having a Google Workspace account.
- Configuring Google Cloud Platform.
- Configuring Google Admin Console.
Introduction
SoftExpert Suite allows for configuring a synchronization with Google Calendar for event management.
For the synchronization to be successfully enabled, the following configurations must be set first:
Configuring the synchronization with Google Calendar
Google Cloud Platform
1. Access Google Cloud Platform and log in with your Google Workspace account.
2. Click on the Select a project option. If you have projects created already, click on the upper part, where the name of the last opened project is shown.
3. On the screen that will open, click on the New project option.
4. On the screen that will be displayed, fill in the Project name field with a name that identifies the project that is being created. If you wish, you can edit the project code.
5. Click on Create.
6. In the notification panel, select the recently created project.
7. In the side navigation menu, click on APIs and services and select the Library option.
8. Locate and select the Google Calendar API card.
9. On the screen that will open, click on the Activate button. Wait until the screen is fully loaded.
10. Go back to the side navigation menu, click on IAM & Admin, and select the Service accounts option.
11. Click on the Create service account option:
- In the Service account details step, the following fields are available:
Service account name: enter a name that identifies the service account.
Service account ID: enter a code for the service account.
Service account description: if you wish, describe how the service account will be used. - Click on Create.
- In the Grant this service account access to project (optional) step, select the Project > Editor option in the Role field.
- Click on Continue.
- In the Grant users access to this service account (optional) step, click on the Create new key option and select the JSON option in the panel that will be displayed.
- Click on Create. At this point, a screen will be displayed informing that the private key has been saved to your computer, and a .json file will be downloaded. Close this screen. Keep the .json file somewhere safe, as it will be used to configure the calendar synchronization on the Calendar synchronization (CM031) screen.
12. In the Service accounts menu, select the account that has been configured and, in the Actions column, click on the Edit option.
13. In the Service account status section, check the Enable G Suite Domain-wide Delegation option. Then, copy the value shown in the Exclusive ID field and keep it somewhere safe, as it will be used in Admin Console.
Admin Console
1. After setting the described configurations, access Google Admin Console and click on the Security option.
2. Click on the API controls option.
3. In the Domain-wide delegation section on the screen that will open, click on Manage domain-wide delegation.
4. On the screen that will open, click on the Add new option and fill in the fields below:
- Client ID: enter the exclusive ID (Google Cloud Platform, step 13). Also check the Replace existing client ID option.
- OAuth scopes (delimited by comma): insert "https://www.googleapis.com/auth/calendar".
5. Once done, click on Authorize.
Conclusion
With the configurations finished in both Google Cloud Platform and Admin Console, it is possible to enable and configure the synchronization between SoftExpert Suite and Google Calendar.