G Suite Integration Set Up

IMPORTANT: Before you begin, ensure that your installation meets the prerequisites as described in Prerequisites for G Suite/Google Apps

G Suite Developers Console Tasks

1. Log in to the Google Developers console
a. From a browser window go to: cloud.google.com
b. Click the Sign in link.
c. Enter your G Suite credentials and click Sign In.
d. Select Go to my console
2. From the Projects area select an existing project or create a new one.
3. Click on the project name to go to the ProjectClosedInvolves a group working as a team to complete a long-term project that involves multiple component tasks. page. In the left pane click the APIs & auth > APIs link to check that both the Admin SDK and Calendar API are enabled for the project. You should see a green ON button next to both.
4. Click on Credentials to create a Service Account that will be used to enable synching.
5. From the Credentials page click Create A New Client ID.
6. At the Create Client ID dialog select Service account and click Create Client ID.

Once the Service Account is created a new Private key is generated. The Private Key is downloaded to your machine and is the only copy. Ensure that you know the download location.

The dialog also displays a password that should not be changed or the sync process will not work. Remember this password since it will be used for the Certificate Password on the GoldMine G Suite Configuration page.

NOTE: You can generate a new Key at any time but the old Key information will no longer work and information for the Admin Console and GoldMine configuration must be updated to ensure that the key information is accurate.

7. When you have saved any needed information, click Okay, got it.

The Service Account information now displays the ClientID, the Email Address, and the Public Key Fingerprints information.

8. Copy the ClientID and the E-mail address to a note, or keep the page active since you will need this information later.

G Suite Admin Console Tasks

1. Log into the Google Admin Console using a new browser page,
a. From a browser window go to: admin.google.com
b. Sign in with your G Suite credentials
c. Select Go to my console.
2. Click Security. If you cannot see the Security icon check the More Controls area.
3. Under API References, check the Enable API access box. It is not selected by default.
4. From the Security page click Advanced Settings.
5. In the Advanced Settings dialog under Authentication, click Manage OAuth Client access
(Advanced Settings > Authentication:Manage OAuth Client access).
6. At the Manage API client access page under the Authorized API Clients section, you must provide a Client Name.

This is the ClientID generated on the Developers Console. Copy and paste the string into the Authorized API Clients:Client Name field.

7. In the One or More API Scopes field enter the following domains separated by a comma (comma-delimited), to allow data access to the calendars:

https://www.googleapis.com/auth/admin.directory.user,

https://www.googleapis.com/auth/calendar

8. Then click Authorize.

The information will display next to the Client ID. The Calendar scope must show (Read Write) privileges.

9. Return to the Admin Console by clicking the back arrow next to the Security icon.

Click G Suite, to ensure that Calendar has a Status of On for everyone.

Start and Configure the GMGoogleSync Service

You must start the GMGoogleSync service manually. We recommend that you configure the Properties to automatically start the service.

1. Open Services on the GoldMine Mobile Server.
2. Locate GMGoogleSync on the list.
3. Right-click on the service and select Start.

Use this procedure to set Properties to automatically start the service when the server is started.

1. Open Services on the GoldMine Mobile Server.
2. Locate GMGoogleSync on the list of services, right click and select Properties.
3. On the General tab change the Startup type field from Manual to Automatic (Delayed Start)
4. Click Apply then click OK to close the window.

GoldMine Configuration Tasks for G Suite/Google Apps

1. Log in to the GoldMine G Suite configuration page using an account with Master rights in GoldMine.

Access the page using the IP address of your server for example:
<ip_address_of_GoldMine_Mobile_Server>/GoldMine/Configuration/

2. In Integration Settings select Configure G Suite.
3. Ensure that Integration is Enabled.
4. For the Service Account Email Address enter the Email Address created when you generated the Service Account key. The information is on the Google Developers Console page.
5. Click Select Certificate and browse for the Certificate that was downloaded to your machine. Most often this is in the Downloads directory.
6. For the Certificate Password, enter the Password that was generated when you created the Service Account.
7. When you see a check mark, click Save.

The certificate is saved to the shared data folder.

8. Optional but recommended: Click Test these Settings to ensure that the information you entered is accurate. From the Test G Suite Settings dialog check that the @ field contains the email address of an authorized administrator and that the G Suite Domain contains the correct domain information.
a. Click Start Test.
b. If all information was accurately entered, you will see a check mark indicating that the test was successfully able to connect to your G Suite domain.
c. You will also see a list of Users and an related OFF or ON symbol indicating whether or not the user can sync to the Calendar. If a GoldMineUser has a G Suite e-mail address for the configured G Suite domain entered in the GoldMine Users’ Settings, the account can access the users calendar and sync is turned ON for this user. If not, then sync will be turned OFF.

To Configure a Users GoldMine Email for Synching with G Suite

1. Log into GoldMine with Master rights and select Tools > User’s Settings... to open the Users’ Master File dialog.
2. Double-click the user name, for example JSMITH, to open the Properties window.
3. In the Profile tab > E-mail address: field, enter the e-mail address. For example: [email protected]
4. Click OK, then click Close.
5. Return to the GoldMine Configuration page and click Test Again.
6. The email address you entered in GoldMine should display next to the user name in the G Suite Configuration.

For synching to occur, ensure that e-mail addresses between G Suite and GoldMine match as described in GoldMine Configuration Tasks for G Suite/Google Apps. Or enter e-mail address information in the GoldMine Properties > Profile tab > E-mail address: field. If no match is found, synching will not occur and the user will be ‘skipped’.

NOTE: ActivitiesClosedA time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. synced to GoldMine by the GMGoogleSync service will show MASTER as the user that created or modified the activity. If you do not have a user named MASTER, then the first alphabetical username with master rights will show as the user that created or modified the activity.

To Monitor the G Suite Sync

1. From Windows, open EventClosedStep-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events. Viewer > Applications and Services Logs > GoldMine-Google sync log to track the activity.
2. Once started, the sync service remains active until it is stopped.