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Configuring e-mail notifications for Microsoft Exchange Online

This article will guide you through the process of configuring outgoing e-mail notifications using Microsoft Exchange Online.

Before you begin:

  1. All e-mail notifications are sent by the Automation Server, so make sure that the Automation Server is configured and started. For details, see Starting and stopping the Automation Server.

  2. Exchange Online is a 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 for sending notifications 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.

To configure e-mail notification settings:

  1. Mandatory: Go to Notifications > E-mail Notifications > Settings and choose Exchange Online with OAuth authentication from the drop-down list.

  1. Optional: Specify additional message options in the Notifications > E-mail Notifications > Settings section.

    • Type the default sender's e-mail address in the 'From' e-mail address field. This address will appear in the From header of outgoing e-mail notifications.

      • TIP: You can overwrite this default address later when you configure individual E-mail Notifications for your workflow. For details, see Configuring E-mail Notifications.

    • To send messages in plain text format, select the Send all e-mail messages in plain text format check box.

    • To limit the allowed size of file attachments, select the Limit the total size of attachments to check box and specify the limit in megabytes.

      NOTE: Notifications with attachments exceeding the specified size limit will not be added to the Notification Queue and, correspondingly, will not be sent. During the execution of a workflow Action resulting in such a notification, Alloy Navigator Express displays an error to the user who initiated the Action.

  2. Mandatory: Specify the following settings in the Notifications > E-mail Notifications > Settings section:

    1. 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.

    2. Choose one of the Client options:

      • Alloy Mail Connector (admin consent required)

      • Custom application registered in your Azure portal - If you have connected to Exchange Online using an application registered in the user's tenant as described here, proceed as follows:

        1. Optionally check My organization is in the US Government Cloud. If this option is enabled, the application will operate within the specific boundaries and compliance requirements of the Microsoft Government Cloud.

        2. Enter the Client ID that you noted down after registering your application in Microsoft Azure.

        3. Do one of the following:

          • For Single tenant configuration, enter the Tenant ID.

          • For Multi-tenant configuration, leave the field blank.

    3. 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.

    4. 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 Express to send notifications on behalf of other users, select the ’From’ address delegation check box.

      5. IMPORTANT: Sending notifications on behalf of other users requires that every person whose e-mail address you specify in the From field when configuring e-mail notifications must grant your Microsoft Exchange Online account a permission to send e-mail messages on her/his behalf.

    5. To verify your settings, click Test Settings. Alloy Navigator Express will send a test message using the specified parameters to confirm the ability to communicate with the mail server. When the Send Test Message window opens, enter a valid e-mail address to send the test message to and click OK.

NOTE: The appearance of HTML E-mail Notifications depends on the CSS styles configured for outgoing e-mail notifications. For details, see Customizing E-Mail Notification styles.