Before pairing Joan with your Office 365 calendar, you will need to make sure that your calendar supports Joan’s functionality in 3 easy steps:
Make sure you have the correct admin rights to manage your calendar.
- How to create a Room resource in Office 365.
- Edit the properties of your new room resources.
- Connect Joan with Global Admin User
- Connect Joan with Global Delegated User
Once your room resource has been created, you will need to edit some of the resource’s properties for Joan to display your meetings correctly.
If you want to use multi-factor authentication (MFA) to connect to Exchange Online PowerShell, you can't use the instructions at Connect to Exchange Online PowerShell to use remote PowerShell to connect to Exchange Online. MFA requires you to install the Exchange Online Remote PowerShell Module, and use the Connect-EXOPSSession cmdlet to connect.
To find out more on how to connect to the Online PowerShell with MFA please follow this link here.
Enter the following command:
$UserCredential = Get-Credential
A dialogue box should appear asking for your credentials. Enter your Office 365 login information.
After that, run the following command:
$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection
Should an error message appear (written in the red text as shown in the image below), run the following command:
When prompted for input, type y and press enter. Then run:
Enter the last command: ("Or jump to this step if you do not get an error message as shown in the previous picture.")
Get-Mailbox -RecipientTypeDetails RoomMailbox | Set-CalendarProcessing -AddOrganizerToSubject $false -DeleteSubject $false -DeleteComments $false
This will allow Joan to correctly retrieve a meeting’s title and description for every room resource, displaying the correct name for all events scheduled on the room calendar.
To hide the private meetings, please execute the following command:
Get-Mailbox -RecipientTypeDetails RoomMailbox | Set-CalendarProcessing -AddOrganizerToSubject $false -DeleteSubject $false -DeleteComments $false -RemovePrivateProperty $false
Please note that only new created meetings will reflect the changes.
After preparing the Office 365 calendar for Joan, log into the Joan Portal to pair Joan with your calendar.
At the "Calendar" step, select Office 365. Choose between signing in with Global Admin rights or as a delegated user. Find out more about the two different permissions here.