Administration Guide

Configuring Microsoft Exchange Online Settings

Introduced in 8.7

Before you configure the integration, you need to choose the Microsoft Exchange Online account the Mail Connector should use for sending notifications. Since Exchange Online is part of the Office 365 suite of products, by Microsoft account here we understand the account you use to work with your Microsoft 365. This Windows account will be used by the Mail Connector so it must have sufficient permissions to work with your Microsoft mailbox. You can create a special mailbox account for this task, or use an existing one

After you have completed the preliminary steps, create a Mail Connector job for your Microsoft account as follows:

  1. From the Sidebar, navigate to E-mail Processing > Mail Connector and click New. The Mail Connector dialog box appears.

  2. Under Mail Server, choose Exchange Online with OAuth authentication from the drop-down list.

  3. Choose one of the API options:

    • MS Graph (recommended) - MS Graph is the gateway to data and intelligence in Microsoft 365. Microsoft Graph API usage ensures the latest Microsoft standards in Office 365 Email protocols for very latest in security and connectivity.

      Exchange Web Services (EWS) - EWS was launched as a part of Microsoft Exchange 2007 as a SOAP based API that allows access to Exchange Online data.

  4. Click the Sign in hyperlink to sign in to your Microsoft account. If you're already signed in with one account, you can change it by clicking the Change hyperlink and choosing another account.

    By default, all notifications will be sent from the Microsoft account, i.e. will have its address in the From field. If you want to enable Alloy Navigator to send notifications on behalf of other users, select the 'From’ address delegation check box.

  5. Specify which folder on the server the Mail Connector will monitor for incoming messages. The default folder is INBOX. If needed, you can use a subfolder, such as INBOX/Support.

  6. Click Test Connection to confirm that the Mail Connector can connect to the specified mail server.

  7. Click OK to save your settings and close the Mail Connector dialog box.

Next Steps

Now you can proceed as follows:

  1. Customize the schedule. For instructions, see Customizing the Mail Connector Schedule.

  2. To understand how the Mail Connector’s job is going to work, switch to the Processing tab of the Mail Connector dialog box and review the processing rules. You can customize them, if needed. For instructions, see Configuring Processing Statements.

  3. To clean the message from unwanted text, switch to the Preprocessing Rules tab and choose preprocessing rules for your job. Alloy Navigator offers a set of pre-configured rules for the popular e-mail clients. These rules are initially disabled. You can view the rules and change their order. For more information, see Configuring Preprocessing Rules.

  4. Test the job and check its results to make sure it works correctly. For instructions, see Checking Results of a Mail Connector Job.

  5. If you want to monitor several Microsoft Exchange accounts, configure several Mail Connector jobs, one job per each account. This scenario requires that you configure Microsoft Exchange accounts and assign distinctive names to each job. For instructions, see Running the Mail Connector under a dedicated Microsoft Exchange account.