Exchange Connector vtenext
User manual for vtenext administrators and users: migration from 20.04.xx to the new 24.08/26.04 module structure, upgrade from 24.08 to 26.04, Microsoft 365/Exchange configuration, user connection, folder selection, field mapping, daily use and troubleshooting.
1. Introduction
Purpose of the connector, supported environments and what changes in versions 24.08 and 26.04.
2. Migration from 20.04.xx to 24.08 or 26.04
Special migration procedure from the legacy 20.04 structure to the new vtenext module structure, ...
Before Migrating from 20.04.xx
Migrating from any version in the 20.04.xx family is a special step because Exchange Connector mo...
Migrating from 20.04.xx to 24.08 or 26.04
Moving from 20.04.xx to 24.08 or 26.04 requires a special procedure because Exchange Connector mu...
Upgrading from 24.08 to 26.04
If Exchange Connector is already on version 24.08, moving to 26.04 is a standard module upgrade. ...
Microsoft 365: Temporarily Re-enabling EWS During Migration
Microsoft is retiring EWS in Exchange Online / Microsoft 365. This change does not apply to Excha...
Checks After Migration or Upgrade
After migrating from 20.04.xx or upgrading from 24.08 to 26.04, do not consider the work complete...
3. Connector Configuration
Main settings, Exchange type selection, and Microsoft 365 or Exchange Server configuration.
Opening and Configuring Exchange Connector
Global configuration is available under Settings > Exchange Connector. From this page, the admini...
Configuring Microsoft 365
For Microsoft 365 / Exchange Online, select Office365 as the Exchange version. If the Mail Server...
Configuring Exchange Server
If the customer uses an Exchange Server installed on their own infrastructure, select the correct...
Choosing What to Synchronize
In the connector configuration, the main synchronization functions can be enabled or disabled ind...
Changing Exchange Type or Connection Method
Changing the Exchange type on a connector already in use must be treated as a configuration migra...
4. User Configuration
User connection, Microsoft 365 authentication, Exchange credentials and folder selection.
Connecting a Microsoft 365 User
With Microsoft 365, each user connects their own account directly from the vtenext user profile. ...
Configuring an Exchange Server User
With Exchange Server, the user is configured from their vtenext profile using Exchange credential...
Selecting or Changing Synchronization Folders
Each user uses a specific folder for each synchronized data type. Normally, users select: a Calen...
Resource Users and Impersonation
The Is Resource and Impersonation options are intended for specific scenarios and should not be e...
5. Field Mapping
How to review and edit field mapping between vtenext and Exchange, and what happens after a change.
Viewing Field Mapping
Field mapping defines which Exchange field corresponds to which vtenext field. For example, the m...
Editing a Mapping
Custom mapping changes are available for Contacts and Organizations.Before you begin Save a scree...
What Happens When a Mapping Is Changed
Changing and saving the mapping for Contacts or Organizations has an important operational effect...
Recommended Mapping Examples
The initial configuration already includes useful field associations. Start from these defaults a...
6. Daily Use of the Connector
How synchronization behaves during normal use and what to expect for events, tasks, contacts and ...
How Synchronization Works
After configuration, Exchange Connector works automatically in the background and can keep data s...
Events, Recurrences and Online Meetings
Calendar synchronization keeps events aligned between vtenext and Exchange when Event synchroniza...
Tasks, Contacts and Organizations
In addition to Calendar, Exchange Connector can synchronize Tasks, Contacts and Organizations whe...
7. Common Issues and Checks
Checks to perform when a user cannot connect or data does not synchronize correctly.
User Cannot Connect
When a user cannot connect Exchange, first determine whether the issue affects Microsoft 365 or E...
Data Does Not Synchronize
If the user is connected but a record does not synchronize, first check the connector configurati...
Checking Automatic Processes
Exchange Connector uses automatic processes to keep synchronization active and manage recurring e...
Problems After a Mapping Change
This page contains only the checks to perform when the result after a mapping change is not what ...
License or Connector Components Unavailable
If the Exchange Connector page requests a license or displays a message that prevents normal use ...
Information to Collect Before Contacting Support
Before opening a support request, collect precise information so the issue can be identified more...