RendezVousExchange batch
The RendezVousExchange is used to transfer events saved in Akuiteo as "Appointment" to a Microsoft Exchange calendar. This way, without any direct action, sales people and employees that are traveling can easily look at their appointments in their Exchange calendar from a smartphone or a tablet. The electronic calendars of employees are updated automatically while managing appointments directly in Akuiteo.
This batch can be set up by employee in order to only allow some types of appointments to specific employees. To identify specific employees, a key can be added to each employee record sheet.
When the batch is executed, the following information is not transferred with the appointments:
- attachments linked to the Akuiteo appointments;
- any authorizations set up for the appointments, using access rights or accreditation levels.
Important
The RendezVousExchange batch cannot be used to transfer any changes made from an Exchange calendar to Akuiteo. If an employee modifies an appointment in his/her Exchange calendar, this modification will not be synchronized with the Akuiteo appointment and will be overwritten the next time the batch is executed. The Akuiteo appointment remains the point of reference.

DMF |
160840 SHOW CHOICE OF TIME AND SCHEDULE INPUT MODE 160841 MODIFY CHOICE OF TIME AND SCHEDULE INPUT MODE |
The Key to identify employee in batches field enables you to add a specific value that can be used in the RendezVousExchange batch. This field is available in the employee record sheet > Employee tab > Choice of time and schedule input mode section.
This key can be assigned to one or multiple employees depending on needs, and allows to identify these employees when the batch is executed.
Example
You want to add the Akuiteo appointments in the calendars of your company's sales people. However, these appointments are useless for the other employees in the company.
You add the BATCH_COM key in the employee record sheet of each sales person. You use this key in the batch setup. When the batch is executed, employees with the BATCH_COM are found and their calendars are the only ones updated with the Akuiteo appointments.

1 | Go to Tools > Setup, then open Batches > Batch creation and modification. |
A results screen opens to display the list of existing batches.
2 | In the results screen, click on |
3 | In the New Batch screen, fill in the batch's Code and Label, then select RendezVousExchange from the drop-down list of the Batch template field. |
4 | Specify the batch parameters. For details about these parameters, refer to Setting up the batch. |
5 | Save the batch. |
When the batch is executed, appointments are transferred to Exchange according to the parameters specified.

Code | Description | Type | Required |
---|---|---|---|
BATCH_DEBUG_PARAMS
|
When the parameter is set to True, details about the batch parameters are displayed in the logs. | Boolean | No |
BATCH_LOG_CONSOLE
|
When the parameter is set to True, logs are displayed in the console. | Boolean | No |
BATCH_LOG_FILE
|
Name of the directory where the log file is saved. |
String Ex: |
No |
BATCH_LOG_ID
|
Log file ID. | String | No |
BATCH_LOG_LEVEL
|
Log level. |
String Ex: LOG;WARN |
No |
BATCH_MAIL
|
Email address of the logs' recipient in case of an error. |
String Ex: support@akuiteo.com |
Yes |
BATCH_MAIL_CC
|
Email address of the logs' cc recipient in case of an error. |
String Ex: support@akuiteo.com |
No |
BATCH_MAIL_CCI
|
Email address of the logs' bcc recipient in case of an error. |
String Ex: support@akuiteo.com |
No |
BATCH_MAIL_FROM
|
Email address of the logs' sender in case of an error. |
String Ex: support@akuiteo.com |
No |
BATCH_PWD
|
Password of the user who starts the batch. This password must be linked to the BATCH_USER specified. |
String Ex: TECH |
Yes |
BATCH_USER
|
Login of the user who starts the batch. |
String Ex: TECH |
Yes |
CALENDRIER_DEFINI
|
Name of the Microsoft Exchange calendar used to transfer the Akuiteo appointments. If empty, the default calendar of the Exchange user is used. |
String Ex: CalendarCRM |
No |
CATEGORIE_EXCHANGE
|
When the parameter is set to True, the Akuiteo appointment category is added to the Exchange appointment category. | Boolean | Yes |
CATEGORIES_A_EXCLURE
|
Name of the Akuiteo appointment categories that must be excluded from the Exchange transfer when the batch is executed. |
String Ex : PROSPECT |
No |
CATEGORIES_RDV
|
Name of the Akuiteo appointment categories that must be transferred to Exchange when the batch is executed. If empty, all the appointment categories set up in Akuiteo are transferred, except for the ones specified in |
String Ex : APPT;DEMO;MEET |
No |
COL_LIES_EXCHANGE
|
When the parameter is set to True, appointments will be created in the Exchange calendar of the employees linked to the Akuiteo appointments (list of linked third-parties). | Boolean | Yes |
COMMENTAIRE_EXCH_PIECES
|
When the parameter is set to True, the list of Linked akuiteo objects of the Akuiteo appointment is added in the Exchange comment. | Boolean | Yes |
COMMENTAIRE_EXCH_TIERS
|
When the parameter is set to True, the list of Linked third parties of the Akuiteo appointment is added in the Exchange comment. | Boolean | Yes |
COMMENTAIRE_EXCHANGE
|
Codes of the fields to be included in the Exchange comment. Each code must be separated by a semicolon. The following values are available: CATEGORIE, PROPRIETAIRE, OBJET, PRIORITE, DATE_DEBUT, DATE_FIN, DATE_RAPPEL, NOTE, CODE_AFFAIRE, NOM_AFFAIRE, NOM_CLIENT In the Exchange comment, fields are displayed in the following way: Label of 1st field: value Label of 2nd field: value And so on. Notes For the PROPRIETAIRE code, the owner's first and last names are displayed. For the customer and the project, the first customer or the first project is displayed, followed by a "+" sign if there are multiple customers or projects. |
String Ex: CATEGORIE;OBJET; |
Yes |
EXCLURE_COLLAB_EXTERNE
|
When the parameter is set to True, external employees are excluded from the Exchange transfer. | Boolean | No |
EXCLURE_COLLAB_NON_OPERATIONNEL
|
When the parameter is set to True, employees that are not active are excluded from the Exchange transfer. | Boolean | No |
EXCLURE_EVT_ARCHIVES
|
When the parameter is set to True, archived appointments are excluded from the Exchange transfer. | Boolean | No |
EXCLURE_EVT_AUTO
|
When the parameter is set to True, appointments that were created automatically are excluded from the Exchange transfer. | Boolean | No |
EXCLURE_EVT_SUPPORT
|
When the parameter is set to True, appointments coming from the Help Desk module are excluded from the Exchange transfer. | Boolean | No |
FILTRE_CLE_COLLAB
|
Batch key used to filter the employees taken into account for the Exchange transfer. If multiple keys are entered, each key must be separated by a semicolon. If a key is entered, employees must have this key specified on their record sheet to be taken into account. If the parameter is empty, there is no filter applied and all the employees are taken into account. Reference For more information about batch keys, refer to Preparing employee record sheets. |
String Ex: BATCH_SALES |
No |
OBJET_EXCHANGE
|
Codes of the fields to be included in the Exchange subject. Each code must be separated by a semicolon. The following values are available: CATEGORIE, PROPRIETAIRE, OBJET, PRIORITE, DATE_DEBUT, DATE_FIN, DATE_RAPPEL, NOTE, CODE_AFFAIRE, NOM_AFFAIRE, NOM_CLIENT In the Exchange subject, fields are displayed one after the other, separated by a space. Notes For the PROPRIETAIRE code, the owner's first and last names are displayed. For the customer and the project, the first customer or the first project is displayed, followed by a "+" sign if there are multiple customers or projects. |
String Ex: CATEGORIE;OBJET |
Yes |
PERIODE_NB_JOURS_APRES
|
Number of days taken into account after the current date. |
Number Ex: 30 |
Yes |
PERIODE_NB_JOURS_AVANT
|
Number of days taken into account before the current date. |
Number Ex: 10 |
Yes |
SOCIETES
|
Company codes to filter the appointments transferred depending on Akuiteo companies. If multiple companies are entered, each company must be separated by a semicolon. |
String Ex: COMPANY1;COMPANY2 |
Yes |
UNIQUEMENT_EVT_CRM
|
When the parameter is set to True, the Akuiteo appointments that are displayed on the CRM Portal are the only ones taken into account for the Exchange transfer. To display an appointment on the CRM Portal, check the Display on CRM Portal box in the setup of the event category linked to the appointment. |
Boolean | Yes |