Maintain an Exchange site integration

You can modify and delete an Exchange site integration and also view associations on the Exchange integrations page.

To open the Exchange integrations page, navigate to Integration > Exchange.

See Exchange

Modify an Exchange site integration

  1. On the Exchange integrations page, click the Exchange integration to open for modification.
    The Edit Exchange site configuration dialog box is displayed.
  2. Make changes to the settings as needed.
  3. Click Save.

Delete an Exchange site integration

On the Exchange page, on the context menu of the Exchange site to delete, click Delete.

On confirmation, the site is deleted.

View associations

View the list of processes (all types), business rules and forms associated with an Exchange site.

Note If the Exchange integration is configured in any of the versions prior to TotalAgility 7.7.0, on upgrading, the associated processes for an Exchange integration are not listed. You must reconfigure the integration to view the processes using this integration.

To view associations, on the Exchange page, on the context menu of the Exchange site integration for which to view the associations, click Associations.

The Integration associations - <Exchange site integration name> dialog box displays the following list of associations with name and type: Business processes, case definitions, fragments, business rules, and forms, if any.

You can click the name link to open the item in a new browser tab and make changes, as needed.