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Difference between revisions of "SetCalendarPolicyInOutlook"

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[[Category:Public]] [[Category:Support]] [[Category:Software]] [[Category:AllPages]]
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__TOC__
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== Set policy using browser online at https://outlook.com ==
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The preferred sharing settings according to iCIS policy is:
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* "Agendabeheer iCIS All management assistants"  : "Editor" permission
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We apply this with the following steps:
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# open your browser at the url: https://outlook.office.com/calendar/
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# after login the calendar view is shown. Right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":<br> [[File:1_online_open_sharing_permissions.png|800px]]
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# Then the following window is shown which shows the default policy that people in my organisation can see whether I'm Free or Busy: <br>[[File:2_online_sharing_permissions_popup.png|800px]]
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# in the textbook type "Agendabeheer iCIS". The window should look like:<br>[[File:3_online_type_agendabeheer_icis.png|800px]]
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# press "Search People" to find the "Agendabeheer iCIS All Management Assistants" entry and select it:<br>[[File:4_online_select_icis_all_assistants.png|800px]]
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# then  the "Agendabeheer iCIS All Management Assistants" entry is shown, for which you then can set the "Permission Level" selection box to "Can edit":<br>[[File:5_online_set_edit_right.png|800px]]
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# then press the "Share" button, after which the new "sharing and permissions" are shown:<br>[[File:6_online_calendar_sharing_final_result.png|800px]]
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# Click the "x" on the top right to close the popup window.
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Verify that the permissions are:
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* default for everyone in your organisation :  "Can view when I'm busy" permission
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* "Agendabeheer iCIS All management assistants"  : "Can edit" permission
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'''Done'''
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== Set policy using Outlook desktop Application ==
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'''Note: the below pictures are taken from "Outlook 2016 for Mac", for different versions of outlook things maybe slightly different.'''
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The preferred sharing settings according to iCIS policy is:
 +
 +
* "Agendabeheer iCIS All management assistants"  : "Editor" permission
 +
 +
We apply this with the following steps:
  
 
# Open the outlook desktop application, open the calendar view, and right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":<br> [[File:4_open_sharing_permissions.png|800px]]
 
# Open the outlook desktop application, open the calendar view, and right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":<br> [[File:4_open_sharing_permissions.png|800px]]
 +
# Then the following window is shown which shows the default policy of Free/Busy time: <br>[[File:5_default_sharing_permissions.png|400px]]
 +
# Press the "Add User..." button, then in the popup windows type "Agendabeheer iCIS" and select the "Agendabeheer iCIS All Management Assistants" entry. The window should look like:<br>[[File:10_add_user_and_select_agendabeheer_icis_all_management_assistents.png|400px]]
 +
# Press the "Add" button, and then you return to the "Agenda Properties" window which now has an extra entry:<br>[[File:11_updated_sharing_permissions.png|400px]]
 +
# Then change the value in "Permission Level" selection box to "Editor":<br>[[File:12_give_editor_permission.png|400px]]
 +
# Unfortunate the name of the entry is not fully shown, but if you hoover over it with your mouse pointer then the full name will be shown in a tooltip:<br>[[File:13_hover_mouse_to_show_full_name.png|400px]]
 +
# Click the "Ok" button
 +
 +
 +
Verify that the permissions are:
 +
* default for everyone in your organisation :  "Busy/Free" permission
 +
* "Agendabeheer iCIS All management assistants"  : "Editor" permission
 +
 +
'''Done'''
 +
 +
 +
<!--  OLD POLICY
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The preferred sharing settings according to iCIS policy is:
 +
 +
* "Agendabeheer iCIS All management assistants"  : "Editor" permission
 +
* "Agendabeheer iCIS Institute"  : "Reviewer" permission
 +
 +
# Open the outlook desktop application, open the calendar view, and right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":<br> [[File:4_open_sharing_permissions.png|800px]]
 +
# Then the following window is shown which shows the default policy of Free/Busy time: <br>[[File:5_default_sharing_permissions.png|400px]]
 +
# Press the "Add User..." button, then in the popup windows type "Agendabeheer iCIS" and select the "Agendabeheer iCIS Instituut" entry. The window should look like:<br>[[File:6_add_user_and_select_agendabeheer_icis_instituut.png|400px]]
 +
# Press the "Add" button, and then you return to the "Agenda Properties" window which now has an extra entry:<br>[[File:7_updated_sharing_permissions.png|400px]]
 +
# Unfortunate the name of the entry is not fully shown, but if you hoover over it with your mouse pointer then the full name will be shown in a tooltip:<br>[[File:8_hover_mouse_to_show_full_name.png|400px]]
 +
# Then change the value in "Permission Level" selection box to "Reviewer":<br>[[File:9_give_reviewer_permission.png|400px]]
 +
# Again press the "Add User..." button, then in the popup windows type "Agendabeheer iCIS" and select the "Agendabeheer iCIS All Management Assistants" entry. The window should look like:<br>[[File:10_add_user_and_select_agendabeheer_icis_all_management_assistents.png|400px]]
 +
# Press the "Add" button, and then you return to the "Agenda Properties" window which now has an extra entry:<br>[[File:11_updated_sharing_permissions.png|400px]]
 +
# Then change the value in "Permission Level" selection box to "Editor":<br>[[File:12_give_editor_permission.png|400px]]
 +
# Again the name of the entry is not fully shown, but if you hoover over it with your mouse pointer then the full name will be shown in a tooltip:<br>[[File:13_hover_mouse_to_show_full_name.png|400px]]
 +
# Click the "Ok" button
 +
 +
 +
Verify that the permissions are:
 +
* "Agendabeheer iCIS All management assistants"  : "Editor" permission
 +
* "Agendabeheer iCIS Institute"  : "Reviewer" permission
 +
 +
'''Done'''
 +
  
−
# The the following windows is shown: <br>[[File:5_default_sharing_permissions.png|800px]]
+
-->

Latest revision as of 17:13, 11 May 2022


Set policy using browser online at https://outlook.com

The preferred sharing settings according to iCIS policy is:

  • "Agendabeheer iCIS All management assistants" : "Editor" permission

We apply this with the following steps:

  1. open your browser at the url: https://outlook.office.com/calendar/
  2. after login the calendar view is shown. Right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":
    1 online open sharing permissions.png
  3. Then the following window is shown which shows the default policy that people in my organisation can see whether I'm Free or Busy:
    2 online sharing permissions popup.png
  4. in the textbook type "Agendabeheer iCIS". The window should look like:
    3 online type agendabeheer icis.png
  5. press "Search People" to find the "Agendabeheer iCIS All Management Assistants" entry and select it:
    4 online select icis all assistants.png
  6. then the "Agendabeheer iCIS All Management Assistants" entry is shown, for which you then can set the "Permission Level" selection box to "Can edit":
    5 online set edit right.png
  7. then press the "Share" button, after which the new "sharing and permissions" are shown:
    6 online calendar sharing final result.png
  8. Click the "x" on the top right to close the popup window.


Verify that the permissions are:

  • default for everyone in your organisation : "Can view when I'm busy" permission
  • "Agendabeheer iCIS All management assistants" : "Can edit" permission

Done

Set policy using Outlook desktop Application

Note: the below pictures are taken from "Outlook 2016 for Mac", for different versions of outlook things maybe slightly different.

The preferred sharing settings according to iCIS policy is:

  • "Agendabeheer iCIS All management assistants" : "Editor" permission

We apply this with the following steps:

  1. Open the outlook desktop application, open the calendar view, and right click your calendar to open the context menu. Within the context menu select "Sharing Permissions":
    4 open sharing permissions.png
  2. Then the following window is shown which shows the default policy of Free/Busy time:
    5 default sharing permissions.png
  3. Press the "Add User..." button, then in the popup windows type "Agendabeheer iCIS" and select the "Agendabeheer iCIS All Management Assistants" entry. The window should look like:
    10 add user and select agendabeheer icis all management assistents.png
  4. Press the "Add" button, and then you return to the "Agenda Properties" window which now has an extra entry:
    11 updated sharing permissions.png
  5. Then change the value in "Permission Level" selection box to "Editor":
    12 give editor permission.png
  6. Unfortunate the name of the entry is not fully shown, but if you hoover over it with your mouse pointer then the full name will be shown in a tooltip:
    13 hover mouse to show full name.png
  7. Click the "Ok" button


Verify that the permissions are:

  • default for everyone in your organisation : "Busy/Free" permission
  • "Agendabeheer iCIS All management assistants" : "Editor" permission

Done


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