Email Using Exchange & Office 365

<< Click to Display Table of Contents >>

Navigation:  Message Retrieval Accounts > Reading/Receiving Messages >

Email Using Exchange & Office 365

Connecting via Exchange Web Services

 

If you are using Microsoft Exchange Server 2007 or higher (including hosted Exchange or Office 365) then you can use Exchange Web Services (EWS) to sync messages with ThinkAutomation.

 

The advantage of Exchange Sync is that only new messages are downloaded on each synchronization. However if your mailbox has a large number of messages then the first sync can take some time as ThinkAutomation has to download each message - regardless of your Trigger Conditions.

 

Exchange Web Services uses a secure HTTP connection on port 443.

 

Click the Get Via Email button - then select the Exchange tab, if you want ThinkAutomation to retrieve email messages from an Exchange Server.

 

Click the Read Emails Using Exchange Or Office 365 Web Services option to enable EWS processing.

 

account-ews

 

EWS Url

 

This is the https address for your Exchange Server web services. By default this will be https://yourserver/EWS/Exchange.asmx - where 'yourserver' is the ip address or domain/computer name of your Exchange Server. For Office 365 you can find your server name by entering your Office 365 User Name & Password and clicking the Discover button. See Also: How To Obtain The Exchange Web Services (EWS) URL

 

User Name/Password

 

Enter your user name & password for the mailbox you want to sync with. These are case sensitive entries.

 

Open Other Mailbox

 

You can optionally open another mailbox using the user name/password specified - provided the user has been given access to the other mailbox by the Exchange Administrator. The user name or email address of the other user can be specified.

 

Folders

 

You must now select the folder to sync. Click the Select button to view all of the available folders for the given user.

 

Then Move To Folder

 

Select this option if you want ThinkAutomation to move messages it has downloaded to another folder. You must then select another folder on your Exchange Server.

 

Delete Processed Messages

 

Check this option if you want ThinkAutomation to delete 'Processed' messages from the mail server. By 'processed' we mean only those messages that match the Trigger Conditions . Other messages in the same account that do not match trigger conditions will not be deleted.

 

Delete All Checked Messages

 

Select this option if you also want to delete messages that do not match the trigger conditions.

 

Reset Sync State

 

Click this button if you need to re-sync with your Exchange Server. You will need to do this if you change any of your Triggers and want ThinkAutomation to re-download all messages again.

 

Note: Exchange/Office 365 integration requires .NET Framework 4.5 to be enabled on the ThinkAutomation computer. Microsoft is due to deprecate basic authentication to Office365 via EWS in October 2020

 

Connecting to Office365 via OAuth (BETA)

If you are connecting to a mailbox within Office365 and you wish to authenticate via OAuth (perhaps you have implemented multi-factor authentication) then you can select the 'Office365' tab.

 

account-o365

 

Connect/Disconnect

Click this to either connect to a new Office365 account or disconnect from a current connection. When connecting, upon clicking this button, a login window will appear prompting you for your Office 365 credentials. Once connected, the Folders tree view will fill with a list of available mailbox folders to pull messages from. This authentication method supports multi-factor authentication.

 

account-o365creds

 

Then Move To Folder

 

Select this option if you want ThinkAutomation to move messages it has downloaded to another folder. You must then select another folder from your Office365 account.

 

Delete Processed Messages

 

Check this option if you want ThinkAutomation to delete 'Processed' messages from the mail server. By 'processed' we mean only those messages that match the Trigger Conditions . Other messages in the same account that do not match trigger conditions will not be deleted.

 

 

 

 

 

 

 

 

ThinkAutomation © Parker Software 2016