Clockwork Cloud - How to Add/Edit/Remove user ACCESS to Outlook Calendar Sync

Overview

For Outlook Calendar sync to work, ClockWork needs users' email address and their ClockWork user name to be mapped.  There are 2 locations that these users need to be added to for the access to configured:

1. ClockWork Admin Application - Add users that require access (see below: ADDING USERS in CLOCKWORK 5 ADMIN (First)) or Director of Student Services (Matt Trainor) or Jamie-Lynn Maki has this access as well.
2. Exchange Admin Center - Add users to ClockWork Calendar Sync security group

The sync between ClockWork and Microsoft is governed through the cdelegate account, using the new OAuth 2.0 authentication method.

In order to configure this OAuth2.0, coordination with ClockWork support and these instructions needed to be followed - Hosted_Office365_Sync-OAuth2.pdf (windows.net)

These items were required for ClockWork to configure the software to login using the new method.  All the below information can be easily retrieved from the Azure AD app registration except for the Secret Value.  The Secret Value can only be retrieved during the creation of the registration.

Application (client) ID: 81731155-af08-434a-90bc-b96ed5aa0700
Directory (tenant) ID: 9c61dd9d-3b29-4f6d-b3b1-f212de3c25da
Secret Value: {In Keepass}
Secret ID: adf0b451-26c4-41f1-a4a6-de9826c2eeca
Delegate email address: clockwork.delegate@saultcollege.ca

Instructions

Install Clockwork on your computer

1st step is to install Clockwork Cloud on your computer, to do that follow this article.

Article - Clockwork Cloud - How to Install

Account to use has the display name of: Clockwork Admin Account for Configurations {Found in Keepass}

(FIRST Step) ADDING USERS in CLOCKWORK 5 ADMIN

NOTE: Before ITS can complete these steps the designated Clockwork Administrator in Student Services needs to create the account for the new user by themselves (as they maintain Admin rights as well as ITS) or a request via a TDX ticket can be entered where ITS can complete these steps.  If no ticket has been entered to create an account; however, we would need to know what Group Memberships the new users should be part of and so that will need to be part of any TDX ticket request.  Below is a screen capture of accounts as of Jan 3, 2024.

(Second Step) Login to Clockwork Admin and access Web Module Settings

1. Login to ClockWork Admin using the account, "admin" (Password is in KeyPass)
2. Navigate to 'Settings' section.
3. Click on 'Web module settings' button
4. Navigate to 'ClockWork Appointment Sync' section under Settings in the right pane
5. At the bottom Double-click on 'ClockWork users to sync' setting

(Third Step) Grant a new user to access to Clockwork Users to Sync

1. Click on 'New user' button
2. Select ClockWork user profile for the user in question
3. Check 'Is active' check box
4. Enter email address in 'Exchange username' field. Note: Google sync users will add email address here as well
5. Click on 'Save' button
6. Click on 'Save' button

Below is an example when creating the Outlook Sync account for Kim Morin

(Fourth step) Ask the users to configure CDelegate in their Outlook Client

Send this article to the new user, or help them if needed

https://saultcollege.teamdynamix.com/TDClient/53/Portal/KB/ArticleDet?ID=785

EDITING USERS

1. Select the user in question from the users list
2. Click on 'Edit selected user' button
3. Make the changes you wish to make
4. Click on 'Save' button
5. Click on 'Save' button

REMOVING USERS

1. Select the user in question from the users list
2. Click on 'Delete selected user' button
3. Click on 'Yes' button
4. Click on 'Save' button

ADDING USERS to the ClockWork Calendar Sync security group (Second)

Navigate to https://admin.exchange.microsoft.com

• Click Groups
• Click Mail-enabled security tab
• Look and click the ClockWork Calendar Sync
• In the Fly-out click the Members tab
• Click View all and manage members link at the bottom
• Click + Add Members
  • Under Search for a member
    • Type the name of the new user
    • Select the user you want to add
    • Click Add