Administration Guide

Configuring Microsoft Exchange Online settings

Before you configure the integration, you need to choose a Microsoft Exchange Online account the Mail Connector should use for pulling email. Since Exchange Online is part of the Microsoft 365 (formerly, Office 365), by Microsoft account here we understand the account you use to work with your Microsoft 365. You can create a special account for this task, or use an existing one.

You can 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:

    • Microsoft Graph (recommended) - Microsoft 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 the Microsoft account for the Mail Connector. If you're already signed in with another account, you can change it by clicking the Change hyperlink and choosing the account you need.

  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 service.

  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 email 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 the Mail Connector to monitor several Microsoft 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.