Setting up G Suite to Sync with GoldMine

The following procedures step you through how to set up a G Suite ProjectClosedInvolves a group working as a team to complete a long-term project that involves multiple component tasks. to sync the GoldMine Calender with the G Suite Calendar App.

IMPORTANT: Before you begin, you should ensure that you have all the necessary logins and access as described in the Prerequisites for G Suite/Google Apps topic.

To set Up G Suite to work with GoldMine

1. Log into your account on the Google Cloud Platform as an Administrator. (https:\\console.cloud.google.com)
2. Click the menu symbol on the left of the Google Cloud Platform title and select IAM & Admin.
3. Ensure that the correct project is selected or click the drop down to find and select it.
4. Select Service Accounts from the left pane, then click the + CREATE SERVICE ACCOUNT link.
5. At the Create service account dialog:
a. Enter a Service account name. The name you enter also appears as the Service account ID name.
b. It is not necessary to select a role in order to synchronize with G Suite.
c. Check the Furnish a new private key check box and select the P12 Key radio button.
d. Check the Enable G Suite Domain-wide Delegation check box and enter the Product name for the consent screen.
e. Click CREATE.
6. A message appears informing you that the Service account was created, and a P12 Key is downloaded to your machine. The key is saved only to the computer on which you are working.

The private key password should be set only to notasecret.

Remember this password, you will need to use it later.

7. Click CLOSE to return to the Service Accounts page

The page displays the new Service account created by you, the Service account ID and the Key ID, creation date and an Options column. (Scroll to the right to see the Options column).

8. From the Options column, click the View Client ID link for the new Service account you created.
9. At the Credentials page select and copy and save the following to a document since you will need to use them later:

Client ID and the

Service Account information. This appears like an email. For example:
<project_name>@<project_name>-123456.iam.gserviceaccount.com

10. Click on the Dashboard link in the left pane and select the ENABLE API link on the toolbar.
a. Click on the Library link on the left pane and enter Admin in the search bar to search for Admin SDK. Click the result to open the page.
b. At the Admin SDK page click ENABLE to enable the API.
c. Click the arrow symbol to return to the search window.
11. Search for Google Calender API and enable it similar to the Admin SDK instructions shown above.

Integration Set up and Settings on the Admin Console.

1. Open and log in to the Google Admin console at https:\\admin.google.com\AdminHome.
2. Click on the Security icon.
3. At the Security page, click on Show more, then click Advanced Settings.
4. In the Advanced Settings pane click Manage API client access link to open the page.
5. In the Client Name field enter the Client ID (numeric value) that was copied from the Credentials page.(Step 9 of previous procedure)
6. 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. There are no spaces between the domains.

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

7. Click Authorize.

The information will be updated to include the Client ID you entered and the domains will be listed in the next column. The Calendar scope should display as (Read-Write).

8. Return to the Admin Console > Home and click Apps.
9. At the Apps page click G Suite.
10. Ensure that the Calendar app has a Status of On for everyone.

Integration Settings G Suite and GoldMine

1. Log into the GoldMine Google Apps/G Suite configuration page.

This is usually the <ip_address_of_GoldMine_Connect_Server>/GoldMine/Configuration/.

2. Log in using an account with Master user rights in GoldMine
3. On the Integrations Settings page you will see a message that G Suite is not Configured.
4. Click the Configure G Suite button.
5. In the Integration Settings page, set or enter the following information:

Integration Enabled: Set the button to Enable.

Service account Email Address: Enter the email address that was generated when you created the Service Account for this project. See information in To set Up G Suite to work with GoldMineEnter onlythe email address.

Service Account Certificate: Click Select Certificate then navigate to the certificate that was downloaded to your computer. This is probably in the ~/Downloads folder

Certificate Password: Enter the password (notasecret) that was created when you created the Service account.

6. Click Save when you are done. Saving the setting will do the following:

○ Save the certificate (*.P12 file) to the GoldMine shared data folder.

○ Generates and saves the GoogleAppsSync configuration file GMCalendarConfiguration.xml to the GoldMine shared data folder

7. Optional but recommended:

Click Test these Settings or if saved click Test Connection to test your integration. You may need to enter the information or ensure that the information is correct before you proceed.

a. Enter or check the Domain Admin Email Address. This is the email address of an authorized user with admin access.
b. Ensure that the G Suite Domain field contains the correct domain information. The Google Apps/G Suite domain for your company.
c. Click Start Test to begin the test.

If the information was correctly entered you will see a green check mark and a message indicating that the test was successfully able to connect to your domain.