Link TotalAgility with Microsoft Exchange

See Exchange

  1. Navigate to Integration > Exchange.

    The Exchange page appears.

  2. Click New.

    The New Exchange site configuration dialog box is displayed.

  3. Enter an ID for the Exchange site. The system identifies the site with this ID.
    Note You cannot edit the ID once the configuration is saved.
  4. Enter a Display name for the Exchange site, such as London Exchange Site, to identify the Exchange site.
  5. Enter the Exchange web service URL, such as http://<Exchange Server IP Address/Folder Name/exchange.asmx>, for the exchange server location.
    Note 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
  6. 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

  7. Optional. Enter the Email regular expression, such as (?<=\[)[a-fA-F0-9]{32}(?=\]).
    Note 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.
  8. Under Mailbox, configure the credentials for the user who will connect to the Exchange server:
    1. Enter the User name to login to the mail box.
    2. Enter the login Password and Confirm password.
    3. Enter the Domain name to connect to the Exchange server.
  9. Click Save.

    The link appears on the Exchange page. You can modify and delete the configuration.