Enabling Microsoft Exchange Integration

To integrate Microsoft Exchange Account with the Platform, the following procedures are explained in an order:

Registering a new Azure application

To register a new application on the Azure portal, do the following:

  1. From the Azure Active Directory admin center, log in to your Microsoft account.

  2. In the left-hand navigation pane, select Azure Active Directory.

  3. Under the Manage section, select App registrations and then select New registration.

  4. On the Register an application page, enter any desired name in the Name field.

  5. Choose the Supported account types as Accounts in this organizational directory only (Infinite Blue only - Single tenant).

  6. Under the Redirect URI section, select Web and enter the below Platform URL

    http://localhost:8080/router/servlet/exchangeOauth2callback

  7. Click Register.

  8. The next page confirms the values of the Application (client) ID and Directory (tenant) ID. Save these values, as they are required in the next steps.

Authentication Settings

To initiate authentication protocols over the new application on the Azure portal, do the following:

  1. On the Authentication menu, ensure the Redirect URI is specified as mentioned in Registering a new Azure application.

  2. Select the check boxes of Access tokens and ID tokens to provide appropriate permissions.

  3. Choose the Supported account types as Accounts in this organizational directory only (Infinite Blue only - Single tenant).

  4. Click Save.

Generating Client Secret

To generate a new client secret for the application's identity over the token request, do the following:

  1. From the Certificates & Secrets menu, under the Client Secrets section, select New client secret.

  2. Enter any desired description for the client secret, select an appropriate expiration and then click Add.

  3. The client secret is added. Save the secret key value, as it is required in the next steps.

Requesting API Permissions

To add a API permission for the application to call any API, do the following:

  1. From the API permissions menu, click Add a permission.

  2. Select Microsoft Graph from the Request API permissions section.

  3. For the type of permission the application requires, select Delegated Permissions.

  4. Under Select permissions search box, enter EWS. Expand EWS dropdown and select EWS.AccessAsUser.All.

  5. Click Add permissions.

Setting up Microsoft Exchange Account on Platform

To set up Microsoft Exchange Account along with OAuth on Platform, do the following:

For Tenants

  1. Log in to Platform as a TENANT.

  2. Navigate to Setup Home

  3. Under Administration Setup, click Microsoft Exchange Account Setup.

  4. Enter the required values for Authority, Client Id, Client Secret.

    • Authority is the Exchange URL as mentioned along with Directory (Tenant) ID

      https://login.microsoftonline.com/{TenantId}/

    • Client Id is the Application ID.

    • Client Secret is the secret key value.

  5. Click Save.

For System Administrators

  1. Log in to Platform as a SYSTEM ADMINISTRATOR.

  2. Navigate to System Console > Configuration > Microsoft Exchange Integration.

  3. Enter the required values for Authority, Client Id, Client Secret.

  4. Under Microsoft Exchange App Settings section, click Attach to attach the Microsoft Exchange Account.

  5. Click Save.

Updating Email Server Settings on Platform

To complete the Microsoft Exchange Account setup along with OAuth on Platform, do the following:

For Tenants

  1. Navigate to Setup Home

  2. Under Administration Setup, click Email Server Settings.

  3. Under Microsoft Exchange App Settings section, click Attach to attach the Microsoft Exchange Account.

  4. Under Email Server Settings section, select Microsoft Exchange (OAuth).

  5. Click Save.

For System Administrators

  1. Navigate to System Console > Configuration > Email.

  2. Under Email Server Settings, select Microsoft Exchange (OAuth).

  3. Click Save.