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Configuring Exchange Server

If the customer uses an Exchange Server installed on their own infrastructure, select the correct version:

  • Exchange 2016;
  • Exchange 2019;
  • Exchange SE for Exchange Server Subscription Edition.

Network requirements with EWS

vtenext does not need to be publicly reachable from the Internet
With Exchange Server/EWS, the connector uses event streaming: vtenext opens the connection to Exchange and keeps it active to receive updates. The CRM can therefore remain unavailable from the public Internet.

The essential requirement is that the vtenext server can reach the Exchange Server and has the required outbound connectivity. No inbound connection from Exchange to a public vtenext endpoint is required.

Mail Server

In the Mail Server field, enter the Exchange server used by the company. The address must be reachable from the vtenext server.

User credentials

With Exchange Server, each user normally uses their own Exchange credentials. These are configured in the user profile, not in the global connector settings.

Folders

After valid credentials have been entered, the user selects the folders used for Calendar, Tasks and Contacts. The connector can display both default folders and custom mailbox folders.

Resource and Impersonation

If resource mailboxes or impersonation are used, enable these options only when the Exchange environment has already been configured for that access model. Enabling a flag in vtenext does not grant permissions on Exchange.

  1. Test username and password.
  2. Select the required folders.
  3. Save the user.
  4. Test an event in both directions.
  5. Test Contacts and Tasks if enabled.
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