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(v2) Configure Planner to access Exchange
Reg Gray avatar
Written by Reg Gray
Updated over a week ago

Connecting Exchange integration

Open your Planner site

Go to Administration -> Settings

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Click Exchange - note if you don't have exchange as an option, please contact [email protected] to get Exchange enabled

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Click "Exchange online"

Click "Use OAuth"

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Fill out Application ID and Directory id

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Fill in a default booker. This user is used as the host if the host in Exchange doesn't exist in Planner. We recommend using a system user and not a real user for this fallback mechanism.

Click "Save"

Click "Create new certificate"

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This will download a certificate that needs to be added to your Azure application to authorize communication between Planner and Exchange.

Open Azure and find your application

Click "Certificate & secrets"

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Click "Upload certificate" and find the downloaded file.

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Click "Add"

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You're done in Azure, return to Planner

Click "Test connection"

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If the little text up here changes to "OK" and that means it is configured correctly.

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Troubleshooting - most common errors

The AADSTS700016 Error:

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This following error is generated because there is missing an Application URL ID.

Which need to be set under the app registration - Expose an API as shown in the video below.

The URL ID you need to set is:

But instead of [booking], you need to type in your site name

Example:

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The Import From Azure Error:

The following Error is generated by a faulty Client Secret.

The following error shows when doing an import:

"Microsoft.Identity.Client.MsalServiceException: 401: Unauthorized - invalid_client. at PronestorWebAdmin.MsGraph.MsGraphAuthenticator.HandleMsalServiceException(MsalServiceException)"

the Error is resolved by going to your Pronestor app registration - Certificates & Secrets

and then renewing and setting a new Client Secret as shown in the video below.

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The Error 500 when accessing "My settings"

When ever a user tries to go to the tab "My settings" they are the met with an "Error 500" page.

It is caused by either a missing or incorrect URL setting in the App registrations - Authentication section.

It can be fixed be setting the URL

Here you have to remember that [booking] needs to be changed into your own site name

Example:

Failed to update Application ID URI application property error

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This means the Client id or url is incorrect. Please doublecheck that it is filled out according to the guide

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