Link TotalAgility with Microsoft Exchange
Use the following procedure to link TotalAgility to Microsoft Exchange.
-
Navigate to
.
The Exchange page appears.
-
Click
New.
The New Exchange site configuration dialog box is displayed.
-
Enter an
ID for the Exchange site. The system identifies the site with this ID.
You cannot edit the ID once the configuration is saved.
- Enter a Display name for the Exchange site, such as London Exchange Site, to identify the Exchange site.
-
Enter the
Exchange web service URL, such as
http://<Exchange Server IP Address/Folder Name/exchange.asmx>, for the exchange server
location.
If the "Allow all" system setting is not enabled, you can only provide the whitelisted URLs for Exchange web service URL and Subscription URL; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string
-
Select either of the following for the Exchange server
Type.
- On-Premise (default): The Authentication is read-only and set to Basic by default.
- Online: The
Authentication is read-only and only supports
OAuth 2.0 by default. Select the
OAuth server.
-
While configuring the OAuth server, you need to use scope permissions for EWS API's. Refer to the Microsoft documentation on setting OAuth scope for EWS applications.
-
The processing of email notifications will only start for emails received after the "Process MS Exchange Events" system task is triggered
-
-
Optional. Enter the
Email regular expression, such as
(?<=\[)[a-fA-F0-9]{32}(?=\]).
Use this setting while configuring the events. An event is only triggered when the subject of the received mail is in the specified regular expression format.
-
Under
Mailbox, configure the credentials for the user who will connect to the
Exchange server:
- Enter the User name to login to the mail box.
- Enter the login Password and Confirm password.
- Enter the Domain name to connect to the Exchange server.
-
Click
Save.
The link appears on the Exchange page. You can modify and delete the configuration.
Maintain the Exchange site configuration link
You can modify the configuration and delete the link between TotalAgility and Exchange.
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To modify the configuration:
-
Click the link to modify.
The Edit Exchange site configuration dialog box is displayed.
-
Make changes to the settings and URLs, as needed.
-
Click Save.
-
-
To delete the link between
TotalAgility
and Exchange, on the context menu of the link to delete, click
Delete.
On confirmation, the selected link is deleted.