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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 ...

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...

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...

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**...

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...

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 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...

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...

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...

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...

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...

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...

Custom mapping changes are available for Contacts and Organizations.Before you begin Save a screenshot of the current mapping and review What Happens When a Mapping Is Changed. Procedure Open Settings > Exchange Field Mapping. Select Contacts or Organizations....

Changing and saving the mapping for Contacts or Organizations has an important operational effect.Critical operation A mapping change must be treated as a synchronization rebuild, not as a simple configuration edit. Effect of saving When the module is active a...

The initial configuration already includes useful field associations. Start from these defaults and customize only what is actually required by the business process. Contact example Exchange vtenext Last name Last name First name First name Primary e-mail E-ma...

After configuration, Exchange Connector works automatically in the background and can keep data synchronized in both directions. Two-way synchronization When a function is enabled, the connector can process changes from vtenext to Exchange and from Exchange to...

Calendar synchronization keeps events aligned between vtenext and Exchange when Event synchronization is enabled. Creating and editing events An event created or edited in vtenext is sent to the user's Exchange calendar. Changes made in Exchange can also be sy...

In addition to Calendar, Exchange Connector can synchronize Tasks, Contacts and Organizations when the corresponding options are enabled. Tasks Tasks are synchronized with the folder selected by the user. With Microsoft 365, this corresponds to a Microsoft To ...