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Changing Exchange Type or Connection Method

Changing the Exchange type on a connector already in use must be treated as a configuration migration.

Delicate procedure
Do not change the Exchange type or connection method directly in production without planning the change. Users may need to authenticate again, reselect folders and wait for a new synchronization alignment.

Switching between Exchange Server and Microsoft 365

When changing from Exchange Server to Office365, or vice versa, vtenext displays a confirmation message. After confirmation, the connector resets the connection state required for synchronization.

After saving, users may need to:

  • sign in again;
  • re-enter or verify credentials;
  • select folders again;
  • wait for a new connector alignment.

Field mappings and original vtenext records are not deleted simply because the provider changes.

Switching between vtenext Proxy and Custom Microsoft App

User reauthorization
When switching between vtenext Proxy and Custom Microsoft App, existing Microsoft authorizations must be completed again by the affected users.
  1. Select the new mode.
  2. Enter the app parameters if required.
  3. Save and confirm the warning.
  4. Open each Exchange user.
  5. Run Connect again.
  6. Check the selected folders.
  7. Run a synchronization test.

When to make the change

Perform the change in a controlled maintenance window and avoid simultaneous bulk imports, mapping changes, mass record updates or large folder moves in Exchange. First complete the provider change and verify that synchronization is stable.