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7. Common Issues and Checks
Checks to perform when a user cannot connect or data does not synchronize correctly.
What the Connector Is For
Exchange Connector keeps selected vtenext data synchronized with Microsoft 365 or Microsoft Exchange. It can synchronize: Calendar / Events; Tasks; Contacts; Organizations. Synchronization can work in both directions: changes made in vtenext can be sent to Exc...
What Changes from 20.04.xx to Versions 24.08 and 26.04
The most important difference from version 20.04 is not only Microsoft Graph: the way the connector is integrated into vtenext also changes. Which installations are affected by Microsoft's EWS retirement? The retirement affects Microsoft 365 / Exchange Online....
Before Migrating from 20.04.xx
Migrating from any version in the 20.04.xx family is a special step because Exchange Connector moves from the legacy dedicated installation to the new vtenext module/extension structure. Version numbers: an important distinction In this section, 20.04.xx, 24.0...
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 must be converted from the legacy installation into a registered vtenext module. 1. Back up the instanceWarning Before starting, create a full backup of the vtenext ...
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. The registration script used for migrations from 20.04.xx must not be run again because the connector is already registered as a vtenext module/extension. Procedur...
Microsoft 365: Temporarily Re-enabling EWS During Migration
Microsoft is retiring EWS in Exchange Online / Microsoft 365. This change does not apply to Exchange Server installed on the customer infrastructure. For this reason, when migrating from 20.04.xx to the new connector generation (24.08 or 26.04), Microsoft 365 ...
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 until configuration, users and synchronization have been verified. Module checks Exchange Connector is listed in Module Manager; the installed version is the expe...
Opening and Configuring Exchange Connector
Global configuration is available under Settings > Exchange Connector. From this page, the administrator selects the Exchange type and chooses which data should be synchronized. Connectivity requirementsImportant requirement: connectivity differs between EWS a...
Configuring Microsoft 365
For Microsoft 365 / Exchange Online, select Office365 as the Exchange version. If the Mail Server field is empty, the connector normally proposes outlook.office365.com. Network requirement for Microsoft Graph **vtenext must be reachable by Microsoft servers**...
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 EWSvtenext does not need to be publicly rea...
Choosing What to Synchronize
In the connector configuration, the main synchronization functions can be enabled or disabled independently. Events / Calendar Enable this option when appointments and events must remain aligned between vtenext and Exchange. Also test recurring events and, wit...
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 aga...
Connecting a Microsoft 365 User
With Microsoft 365, each user connects their own account directly from the vtenext user profile. Authorize App does not replace Connect If the customer uses a Custom Microsoft App, the administrator can authorize it for the organization using Authorize App. Th...
Configuring an Exchange Server User
With Exchange Server, the user is configured from their vtenext profile using Exchange credentials. Required data Check at least: Exchange Username; Exchange Password; optional Exchange Sync Date; Exchange folders; Is Resource or Impersonation when actually us...
Selecting or Changing Synchronization Folders
Each user uses a specific folder for each synchronized data type. Normally, users select: a Calendar folder; a Tasks folder; a Contacts folder. Microsoft 365 After connecting with Connect, vtenext shows the available folders in the Microsoft account. For Tasks...
Resource Users and Impersonation
The Is Resource and Impersonation options are intended for specific scenarios and should not be enabled for every user. Is Resource Use Is Resource when the vtenext profile represents an Exchange resource, such as a mailbox or calendar dedicated to a meeting r...
Viewing Field Mapping
Field mapping defines which Exchange field corresponds to which vtenext field. For example, the main Exchange e-mail field can be mapped to the vtenext Contact e-mail field, the business phone to the company phone field, and so on. Where to find it Open Settin...