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Getting Started with Smarter Visitor Registration

Complete guide for setup, configuration and usage of Smarter Visitor Registration. From Azure setup to QR code-based visitor registration.

1

Create Azure Resources

To use Smarter Visitor Registration, you need four Azure resources in your own Azure environment.

๐Ÿ“ Prerequisite

You need an active Azure subscription and appropriate permissions to create resources.

Required Azure Resources

๐Ÿ“ฆ

Resource Group

New or existing resource group for all Visitor Registration components

๐ŸŒ

Two Web Apps

Windows Web Apps with Node 20 LTS - one for app, one for Outlook Add-In

๐Ÿ”

App Registration

Microsoft 365 App Registration for Outlook calendar access

๐Ÿ—„๏ธ

Cosmos DB

Azure Cosmos DB for meeting data and QR code information

โš ๏ธ Important Configuration

Add the following entry in both Web Apps under Settings โ†’ Configuration โ†’ Application Settings:

Key: SCM_DO_BUILD_DURING_DEPLOYMENT
Value: True
2

Deploy Applications

After successfully creating the Azure resources, deploy the two ZIP files for the app and the Outlook Add-In.

Deployment Process

๐Ÿ› ๏ธ

Open Advanced Tools

Navigate in both Web Apps to Developer Tools โ†’ Advanced Tools and click "Go"

๐Ÿ“ฆ

Zip Push Deploy

Under Tools โ†’ Zip Push Deploy, upload the respective ZIP via drag & drop

โœ“ Automatic Installation

After upload, the app will be automatically installed and configured. This process may take a few minutes.

3

Integrate Outlook Add-In

Integrate the Outlook Add-In to generate QR codes directly from Outlook appointments.

Add-In URL

Manifest URL:

<URL-WEBAPP-OUTLOOK-ADDIN>/outlookAddin/manifest.prod.xml

๐Ÿ“ After Integration

After successful integration, you'll see a new ribbon button "Smarter Visitor Registration" when creating new Outlook appointments to add QR codes.

4

Configure Registration Form

Configure the form that visitors must fill out during registration.

๐Ÿ“

Select Data Fields

In the webapp under "Configure Form", select the desired fields

๐Ÿ’พ

Save Settings

Save the configuration for all future visitor registrations

โš ๏ธ Important

The form configuration applies to all future registrations. Consider carefully which data you want to collect from your visitors.

5

Generate and Send QR Codes

Create personalized QR codes for your Outlook appointments and send them with invitations.

๐Ÿ“…

Create Outlook Appointment

Open Outlook and create a new calendar entry with all details

๐ŸŽฏ

Add QR Code

Click the ribbon button "Smarter Visitor Registration" in the appointment

โœ“ Automatic Sending

The QR code is automatically inserted into the appointment invitation and sent to all participants.

6

Perform Visitor Registration

Visitors can register in two different ways - depending on the situation and preference.

Registration Methods

๐Ÿ“ฑ

QR Code Check-In

Visitors scan the QR code from the invitation with their smartphone

โœ‰๏ธ

Manual Registration

Visitors manually enter their email address at the reception tablet

Registration Process

1

Check-In at Reception

Visitors scan QR code or enter email address

2

Fill Out Form

Registration form with configured fields opens

3

Confirm Registration

Data is captured and synchronized with Outlook

โœ“

Check-Out

Check-out upon departure happens in the same way

๐Ÿ“ Real-time Notifications

You receive immediate notifications in Outlook when a visitor checks in or out. The Outlook calendar gives you an up-to-date overview of all present visitors at any time.

Hรคufig gestellte Fragen

โ“ What Azure costs are incurred?

Costs depend on usage. For small to medium visitor flows, expect around โ‚ฌ20-50 per month for all Azure resources (Web Apps, Cosmos DB).

โ“ Can multiple locations use the same installation?

Yes, you can use the solution for multiple locations. Data is stored centrally in Cosmos DB and can be filtered by location.

โ“ Is visitor data stored GDPR-compliant?

Yes, all data is stored in your own Azure environment. You have full control and can set retention periods yourself.

โ“ What happens if a visitor cannot scan the QR code?

Visitors can alternatively register manually at reception at any time by entering their email address. The system automatically finds the matching appointment.

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