Zulu - Syncing with Google Calendars

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(Prerequisites)
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* Your calendars must be published: [[Zulu - Calendars and Publishing#How To Publish Calendars | How To Publish Calendars]]
 
* Your calendars must be published: [[Zulu - Calendars and Publishing#How To Publish Calendars | How To Publish Calendars]]
 
* You will need a Google Account, as you will need to log into this as part of the configuration.
 
* You will need a Google Account, as you will need to log into this as part of the configuration.
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* We recommend that you set up your own Google API Key, so you are not sharing an API quota limit with other users: [https://youtu.be/8lRDOdnZWCM Google Generate API Key]
  
=Setting Up Google Calendar Sync=
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=Setup a Google Sync Configuration=
* Go to the Zulu Admin Console, and navigate to the Sync Admin Page.  See here for more info: [[Zulu - The Admin Console]]
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* Click the "Add New Sync Configuration" button
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==Launch the Sync Admin Page==
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* Go to the Zulu Admin Console, and navigate to the Sync Admin Page.  See here for more info: [[Zulu - The Admin Console]]
 
* Go to the Zulu Admin Console, and navigate to the Sync Admin Page.  See here for more info: [[Zulu - The Admin Console]]
 
* Click the "Add New Sync Configuration" button
 
* Click the "Add New Sync Configuration" button
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[[File:ZuluWizardCalendarSelection.png|x300px]]
 
[[File:ZuluWizardCalendarSelection.png|x300px]]
  
==Add New Sync Configuration==
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* Next, select the Google option and click the "Authenticate Google Account" button.  This will open up a Google prompt to authenticate Zulu's access to your calendars. 
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[[File:ZuluWizardSelectAccountType.png|x300px]]
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* Select the Google Account that you want Zulu to sync with, and login to Google for that account
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[[File:ZuluWizardSelectGoogleAccount.png|x300px]]
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* Click the "Allow" button to give Zulu access to your Google Calendars
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[[File:ZuluWizardAllowGoogleAccess.png|x300px]]
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* You should be redirected back to the admin console page, and the account showing as Authenticated.  Click the "Next" button.
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[[File:ZuluWizardAccountAuthenticated.png|x300px]]
  
Now that we have access to the Zulu 2 Sync Admin page, it's time to create a new configuration. Click on the button underneath the empty configuration list labeled "Add New Sync Configuration" This will begin the process for creating your very first Google Sync!
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* Use the dropdown menu to select the calendar that you want Zulu to sync with. This screen allows you to pair FileMaker calendars with Google ones.  Optionally, you can select "Create one for me" to have Zulu create a calendar in your account.
  
===FileMaker Account===
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* You can change the directionality individually for each of your calendars included in your sync configuration by clicking on the directionality graphic between the FileMaker calendar name and the Google calendar name. Zulu 2 offers three different sync directions:
The next step in creating a new Zulu 2 sync configuration is specifying the hosted FileMaker Server file you would like to use as your configuration's data source, and setting up the credentials for logging into the file. Be sure to correctly enter your username and password, then begin typing the name of the file you'd like to use in the field labeled "Choose Database" The field will read your hosted FileMaker files with filenames beginning with the text you entered.
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**Bidirectional (insert/update/delete on both sides of the sync)
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**Read From Hub (insert/update/delete only in the Google Calendar)
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**Read From Spoke (insert/update/delete only in the FileMaker Calendar)
  
When the correct file appears in the list, choose it to finish filling the field.
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* Minimum Start Date: This field takes a date.  The date should be in the format: 1/13/2019
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** Events in Google will be completely ignored by Zulu if their Start Date falls before the Minimum Start Date specified here
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Once you have specified a file and login credentials, click Next.
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===Field Mapping Confirmation===
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'''Note:''' Google calendar can only create 25 calendars per day, according to their documentation. Keep this in mind if you have over 25 calendars, as you may want to create them manually. <br/>
The next step in the Zulu 2 Configurator serves two purposes. The first is to inspect the field mappings of the published calendars in the file specified in the previous step, and let you know whether the field mappings are valid (whether we have all the required fields we need, and can read the calendar list) You'll notice that there is a row of check boxes on the left edge of the calendar list. This is the second purpose of this step. You may check and uncheck calendars to designate that you want them to be included in this sync configuration. This allows you to set up multiple sync configurations with different subsets of calendars depending on your needs.
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[[File:ZuluWizardGoogleCalendarSelection.png|x300px]]
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Once you have selected the calendars you'd like to sync, and confirmed that their field mappings are valid, click Next.
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===Sync Type Selection===
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* Hit the "Finish" button. This will save the configuration and return you to the Sync Admin menu.
This step will help you get authenticated with the sync destination of your choice. You must choose one of the radio buttons corresponding to the type of account you hold. Zulu 2 supports two types of syncing accounts:
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[[File:ZuluSyncAdminMenu.png|x300px]]
* Google Calendar
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* Exchange/Office365 Calendar
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Select "Sync with Google" then click on the newly rendered "Authenticate Google Account" button. Zulu 2 authenticates to Google using OAuth2 which means you are actually entering your username and password directly into Google. We will receive and store an authentication token from Google which we will use later on to authenticate. When you grant Zulu 2 access to your Google account, Google will return you to the Zulu 2 Configurator. When authentication has been confirmed, the "Authenticate with Google" button will be removed and replaced with a green checkbox and the text "Authenticated!"
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Once you have authenticated with your Google account, click Next.
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===Calendar Mapping===
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* Test your configuration out by hitting the "Sync Now" button. This will immediately run a sync, and return warnings or errors if there are any additional problems with the sync.
This step is the real bulk of the configuration process. Here you select the destination calendar you would like to sync your FileMaker events with, as well as the sync directionality.
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====Destination Select====
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If you already have a calendar with the same name as your Zulu 2 calendar, the Zulu 2 Configurator will select that calendar for you by default. If you do not have a matching calendar, the selection will default to "Create for me...". Calendar names do not need to match, so feel free to change the destination calendar.
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====Sync Directionality====
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You can change the directionality individually for each of your calendars included in your sync configuration by clicking on the directionality graphic between the FileMaker calendar name and the Google calendar name. Zulu 2 offers three different sync directions:
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*Bidirectional (insert/update/delete on both sides of the sync)
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*Read From Hub (insert/update/delete only in the Google Calendar)
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*Read From Spoke (insert/update/delete only in the FileMaker Calendar)
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Once you have mapped your destination calendars and specified your sync directionality, click Finish
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==Voila==
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=Additional Tips for Google Syncs=
Congratulations on setting up your very first Google Calendar sync using the Zulu 2 Configurator! You should be redirected back to the Sync Admin Page where you can view your newly created calendar. Press the "Sync Now!" button to try out your new configuration.
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* Setup your own Google API key.  This will let you have your own Google API Quota, and not have to share a quote with other users.

Revision as of 15:19, 28 June 2019

Zulu can sync with a Google Calendar account, allowing users to view FileMaker events through the Google Calendar interface.

Prerequisites

  • Zulu must be installed: Zulu - Installation
  • Your calendars must be published: How To Publish Calendars
  • You will need a Google Account, as you will need to log into this as part of the configuration.
  • We recommend that you set up your own Google API Key, so you are not sharing an API quota limit with other users: Google Generate API Key

Setup a Google Sync Configuration

  • Go to the Zulu Admin Console, and navigate to the Sync Admin Page. See here for more info: Zulu - The Admin Console
  • Click the "Add New Sync Configuration" button
  • Name your configuration. This name has no particular significance except to help you keep track of which configurations do what. For example, you might name your configuration "Office Google Sync".

ZuluConfigWelcomeStep.png

  • On the next screen, supply a FileMaker username and password that Zulu will use to fetch events for this sync.
  • Type the name of the database that has your calendar events in it, if you type the first few letters, Zulu should auto-populate this list if it is able to communicate with FileMaker Server.

ZuluAccountPairing.png

  • On the next screen, select the FileMaker calendars that you want to include in this sync:

ZuluWizardCalendarSelection.png

  • Next, select the Google option and click the "Authenticate Google Account" button. This will open up a Google prompt to authenticate Zulu's access to your calendars.

ZuluWizardSelectAccountType.png

  • Select the Google Account that you want Zulu to sync with, and login to Google for that account

ZuluWizardSelectGoogleAccount.png

  • Click the "Allow" button to give Zulu access to your Google Calendars

ZuluWizardAllowGoogleAccess.png

  • You should be redirected back to the admin console page, and the account showing as Authenticated. Click the "Next" button.

ZuluWizardAccountAuthenticated.png

  • Use the dropdown menu to select the calendar that you want Zulu to sync with. This screen allows you to pair FileMaker calendars with Google ones. Optionally, you can select "Create one for me" to have Zulu create a calendar in your account.
  • You can change the directionality individually for each of your calendars included in your sync configuration by clicking on the directionality graphic between the FileMaker calendar name and the Google calendar name. Zulu 2 offers three different sync directions:
    • Bidirectional (insert/update/delete on both sides of the sync)
    • Read From Hub (insert/update/delete only in the Google Calendar)
    • Read From Spoke (insert/update/delete only in the FileMaker Calendar)
  • Minimum Start Date: This field takes a date. The date should be in the format: 1/13/2019
    • Events in Google will be completely ignored by Zulu if their Start Date falls before the Minimum Start Date specified here

Note: Google calendar can only create 25 calendars per day, according to their documentation. Keep this in mind if you have over 25 calendars, as you may want to create them manually.
ZuluWizardGoogleCalendarSelection.png

  • Hit the "Finish" button. This will save the configuration and return you to the Sync Admin menu.

ZuluSyncAdminMenu.png

  • Test your configuration out by hitting the "Sync Now" button. This will immediately run a sync, and return warnings or errors if there are any additional problems with the sync.

Additional Tips for Google Syncs

  • Setup your own Google API key. This will let you have your own Google API Quota, and not have to share a quote with other users.
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