RF/Outlook Add-In: Permissions Management

Introduction:

This KB article provides insights into the functionality and permissions management of the RF/Outlook add-in, focusing on data collected from Exchange and Office 365. By understanding the parameters and processes involved, users can effectively utilize the add-in within their workflow.

1. RealTime Service:

Permissions are collected by the service through the feature "Synchronizing relationships of groups." This feature must be enabled to ensure proper functioning.

2. Load Organizer Group:

The Load Organizer Group function retrieves organizer groups, particularly targeting new organizers or those with outdated "Lastpoll" dates. 

3. RC Maintenance Service:

The RC Maintenance Service is crucial for maintaining data integrity by synchronizing existing organizers nightly. Users can configure the synchronization time using the RC.OrganizerGroupsPermission.StartTime parameter, which defaults to 2 hours for optimal performance.

4. Sync Criteria:

Synchronization in the RF/Outlook add-in follows specific criteria to ensure accuracy:

• The "Lastpoll" date in the OrganizerPreferences table must be more recent than "Today - value of RC.OrganizerPreferences.LastPoll.Days" (default: 30 days). This ensures active usage of Resource Finder.
• Similarly, the "LastUpdated" field in the OrganizerGroups table should be older than "Today - value of RC.OrganizerGroups.IntervalDays" (default: 5 days).

Upon successful synchronization, the LastUpdated field in the OrganizerGroups table will reflect the latest changes. Users can control the add-in's behavior using two parameters: RC.OrganizerGroups.Enable and RC.OrganizerGroups.IntervalDays. Setting the former to 0 will halt the function, while setting the latter to 0 will trigger synchronization every time the add-in is used for any user.

Additional Insights:

• The Maintenance Service and the Load Organizer Group function are separate components. While the Maintenance Service handles nightly synchronization, the Load Organizer Group function operates independently.
• LastPoll is a timestamp indicating the last synchronization or polling time, set by the add-in to manage synchronization tasks and ensure data integrity.
• The LastUpdated field in the OrganizerGroups table is typically updated upon successful synchronization, likely performed by the Maintenance Service.
• Setting RC.OrganizerGroups.IntervalDays to 0 can expedite synchronization for testing purposes, bypassing the nightly schedule. However, it's crucial to revert to the default value after testing to maintain regular synchronization intervals for optimal performance.